Aspen Investment Management Inc
GRAND RAPIDS MI · SEC CIK 0001541596
$3.27亿2026Q1 申报市值
171持仓数
30.8%前十大占比 · 第一大 7.2%
4 / 10新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SGOV 新建仓+$175.20万
SCHD 加仓+$119.19万
BMY 加仓+$79.61万
MRNA 新建仓+$57.90万
RSP 加仓+$52.53万
2026Q1 卖出最多 按季末市值估算
AAPL 减仓-$243.85万
ORCL 清仓-$114.40万
GLD 减仓-$98.74万
BSCQ 减仓-$81.93万
QQQ 减仓-$50.26万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $2,336.40万 | 7.16% | 35,925 | 271 | 0.8% | $17.62万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,261.00万 | 3.86% | 65,707 | 2,737 | 4.3% | $52.53万 | 加仓 |
| IWM | ISHARES TR | $957.40万 | 2.93% | 38,605 | 276 | 0.7% | $6.84万 | 加仓 |
| IEFA | ISHARES TR | $941.10万 | 2.88% | 103,955 | 1,487 | 1.5% | $13.46万 | 加仓 |
| AAPL | APPLE INC | $857.00万 | 2.62% | 33,767 | -9,608 | -22.2% | -$243.85万 | 减仓 |
| MSFT | MICROSOFT CORP | $843.30万 | 2.58% | 22,781 | -1,163 | -4.9% | -$43.05万 | 减仓 |
| IGIB | ISHARES TR | $838.10万 | 2.57% | 157,470 | 7,016 | 4.7% | $37.34万 | 加仓 |
| IGSB | ISHARES TR | $798.90万 | 2.45% | 152,004 | 7,456 | 5.2% | $39.19万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $628.40万 | 1.92% | 29,220 | -195 | -0.7% | -$4.19万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $607.00万 | 1.86% | 7,175 | 4 | 0.1% | $3,384 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $603.20万 | 1.85% | 20,504 | -166 | -0.8% | -$4.88万 | 减仓 |
| GOOGL | ALPHABET INC | $597.90万 | 1.83% | 20,793 | -97 | -0.5% | -$2.79万 | 减仓 |
| WMT | WALMART INC | $536.80万 | 1.64% | 43,192 | -508 | -1.2% | -$6.31万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $462.70万 | 1.42% | 14,424 | -138 | -0.9% | -$4.43万 | 减仓 |
| GLW | CORNING INC | $449.10万 | 1.38% | 33,030 | 4 | 0.0% | $544 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $443.80万 | 1.36% | 18,156 | -14 | -0.1% | -$3,422 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $438.80万 | 1.34% | 247,198 | -756 | -0.3% | -$1.34万 | 减仓 |
| AMZN | AMAZON COM INC | $399.80万 | 1.22% | 19,198 | 1,335 | 7.5% | $27.80万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $376.50万 | 1.15% | 21,590 | -907 | -4.0% | -$15.82万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $374.10万 | 1.15% | 190,643 | -1,402 | -0.7% | -$2.75万 | 减仓 |
| IVV | ISHARES TR | $369.70万 | 1.13% | 5,660 | 133 | 2.4% | $8.69万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $362.90万 | 1.11% | 59,233 | -2,568 | -4.2% | -$15.73万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $333.50万 | 1.02% | 163,291 | -419 | -0.3% | -$8,558 | 减仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $328.00万 | 1.00% | 73,204 | -1,142 | -1.5% | -$5.12万 | 减仓 |
| LLY | ELI LILLY & CO | $298.80万 | 0.92% | 3,249 | 94 | 3.0% | $8.64万 | 加仓 |
| ABBV | ABBVIE INC | $288.80万 | 0.88% | 13,279 | 502 | 3.9% | $10.92万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $285.60万 | 0.87% | 93,094 | 38,850 | 71.6% | $119.19万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $282.20万 | 0.86% | 151,230 | 575 | 0.4% | $1.07万 | 加仓 |
| SPYI | NEOS ETF TRUST | $280.70万 | 0.86% | 56,850 | 1,140 | 2.0% | $5.63万 | 加仓 |
| AMGN | AMGEN INC | $270.70万 | 0.83% | 7,694 | 243 | 3.3% | $8.55万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $263.70万 | 0.81% | 57,459 | -70 | -0.1% | -$3,213 | 减仓 |
| HYS | PIMCO ETF TR | $262.60万 | 0.80% | 28,150 | 21 | 0.1% | $1,959 | 加仓 |
| CVX | CHEVRON CORPORATION | $257.10万 | 0.79% | 12,426 | 45 | 0.4% | $9,311 | 加仓 |
| — | EXXON MOBIL CORP | $255.80万 | 0.78% | 15,075 | -954 | -6.0% | -$16.19万 | 减仓 |
| CAT | CATERPILLAR INC | $251.10万 | 0.77% | 3,544 | -323 | -8.4% | -$22.89万 | 减仓 |
| PEP | PEPSICO INC | $250.10万 | 0.77% | 16,105 | -26 | -0.2% | -$4,038 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $237.60万 | 0.73% | 25,277 | 556 | 2.2% | $5.23万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $234.50万 | 0.72% | 80,640 | 29 | 0.0% | $843 | 加仓 |
| PG | PROCTER & GAMBLE CO | $230.60万 | 0.71% | 15,966 | -21 | -0.1% | -$3,033 | 减仓 |
| SYK | STRYKER CORPORATION | $224.40万 | 0.69% | 6,831 | 8 | 0.1% | $2,628 | 加仓 |
| V | VISA INC | $222.60万 | 0.68% | 7,366 | 5 | 0.1% | $1,511 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $220.90万 | 0.68% | 5,300 | 42 | 0.8% | $1.75万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $219.80万 | 0.67% | 85,740 | 7,243 | 9.2% | $18.57万 | 加仓 |
| HD | HOME DEPOT INC | $211.20万 | 0.65% | 6,422 | 30 | 0.5% | $9,866 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $209.50万 | 0.64% | 13,322 | 30 | 0.2% | $4,718 | 加仓 |
| DES | WISDOMTREE TR | $207.60万 | 0.64% | 57,776 | -149 | -0.3% | -$5,354 | 减仓 |
| GLD | SPDR GOLD TR | $207.20万 | 0.63% | 4,816 | -2,295 | -32.3% | -$98.74万 | 减仓 |
| KO | COCA COLA CO | $205.80万 | 0.63% | 27,055 | 6,015 | 28.6% | $45.75万 | 加仓 |
| WM | WASTE MGMT INC DEL | $204.30万 | 0.63% | 8,889 | 30 | 0.3% | $6,895 | 加仓 |
| PWR | QUANTA SVCS INC | $202.50万 | 0.62% | 3,689 | 96 | 2.7% | $5.27万 | 加仓 |
| QQQ | INVESCO QQQ TR | $199.20万 | 0.61% | 3,452 | -871 | -20.1% | -$50.26万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $198.40万 | 0.61% | 13,562 | -340 | -2.4% | -$4.97万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $193.50万 | 0.59% | 14,780 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $192.10万 | 0.59% | 5,389 | 3 | 0.1% | $1,069 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $189.30万 | 0.58% | 21,345 | 1,247 | 6.2% | $11.06万 | 加仓 |
| TLTW | ISHARES TR | $188.90万 | 0.58% | 83,515 | 18,555 | 28.6% | $41.97万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $186.70万 | 0.57% | 95,595 | -41,950 | -30.5% | -$81.93万 | 减仓 |
| CSX | CSX CORP | $186.60万 | 0.57% | 45,459 | -925 | -2.0% | -$3.80万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $185.80万 | 0.57% | 75,059 | -400 | -0.5% | -$9,902 | 减仓 |
| CSCO | CISCO SYS INC | $183.30万 | 0.56% | 23,625 | 104 | 0.4% | $8,069 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $178.10万 | 0.55% | 7,346 | 224 | 3.1% | $5.43万 | 加仓 |
| GOOG | ALPHABET INC | $176.20万 | 0.54% | 6,143 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $175.20万 | 0.54% | 17,405 | 17,405 | — | $175.20万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $172.50万 | 0.53% | 30,432 | 4,725 | 18.4% | $26.78万 | 加仓 |
| BAC | BANK AMERICA CORP | $168.90万 | 0.52% | 34,653 | 2,781 | 8.7% | $13.55万 | 加仓 |
| WMB | WILLIAMS COS INC | $168.80万 | 0.52% | 23,187 | 572 | 2.5% | $4.16万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $164.20万 | 0.50% | 23,691 | 675 | 2.9% | $4.68万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $159.40万 | 0.49% | 4,719 | 2 | 0.0% | $676 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $154.00万 | 0.47% | 5,918 | -44 | -0.7% | -$1.14万 | 减仓 |
| VO | VANGUARD INDEX FDS | $153.00万 | 0.47% | 5,329 | 1 | 0.0% | $287 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $152.70万 | 0.47% | 1,532 | 38 | 2.5% | $3.79万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $149.70万 | 0.46% | 16,116 | 670 | 4.3% | $6.22万 | 加仓 |
| VOX | VANGUARD WORLD FD | $146.20万 | 0.45% | 8,127 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $144.30万 | 0.44% | 23,789 | 13,125 | 123.1% | $79.61万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $139.50万 | 0.43% | 8,628 | -135 | -1.5% | -$2.18万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $137.10万 | 0.42% | 25,369 | 2,241 | 9.7% | $12.11万 | 加仓 |
| ETN | EATON CORP PLC | $129.20万 | 0.40% | 3,611 | 33 | 0.9% | $1.18万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $129.10万 | 0.40% | 8,715 | -20 | -0.2% | -$2,963 | 减仓 |
| VOO | VANGUARD INDEX FDS | $127.40万 | 0.39% | 2,132 | 168 | 8.6% | $10.04万 | 加仓 |
| MCD | MCDONALDS CORP | $126.30万 | 0.39% | 4,064 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $125.30万 | 0.38% | 12,903 | 223 | 1.8% | $2.17万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $123.80万 | 0.38% | 12,058 | -1,200 | -9.1% | -$12.32万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $123.30万 | 0.38% | 10,397 | -85 | -0.8% | -$1.01万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $118.90万 | 0.36% | 3,930 | 91 | 2.4% | $2.75万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $115.40万 | 0.35% | 2,408 | -135 | -5.3% | -$6.47万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $109.90万 | 0.34% | 1,819 | 0 | 0.0% | — | 不变 |
| FICO | FAIR ISAAC CORP | $107.20万 | 0.33% | 1,004 | -24 | -2.3% | -$2.56万 | 减仓 |
| VV | VANGUARD INDEX FDS | $104.20万 | 0.32% | 3,488 | -345 | -9.0% | -$10.31万 | 减仓 |
| IEMG | ISHARES INC | $101.90万 | 0.31% | 14,616 | 2,073 | 16.5% | $14.45万 | 加仓 |
| GE | GE AEROSPACE | $101.80万 | 0.31% | 3,589 | 479 | 15.4% | $13.59万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $100.90万 | 0.31% | 21,584 | 606 | 2.9% | $2.83万 | 加仓 |
| QLTY | GMO ETF TRUST | $100.60万 | 0.31% | 27,800 | 1,210 | 4.6% | $4.38万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $100.50万 | 0.31% | 4,945 | -117 | -2.3% | -$2.38万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $92.70万 | 0.28% | 6,973 | 38 | 0.5% | $5,052 | 加仓 |
| WFC | WELLS FARGO & CO | $86.30万 | 0.26% | 10,838 | 100 | 0.9% | $7,963 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $84.50万 | 0.26% | 14,651 | -36 | -0.2% | -$2,076 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $84.10万 | 0.26% | 8,493 | 656 | 8.4% | $6.50万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $83.70万 | 0.26% | 10,451 | 70 | 0.7% | $5,606 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $77.20万 | 0.24% | 5,269 | 2,340 | 79.9% | $34.29万 | 加仓 |
| MRK | MERCK & CO INC | $75.80万 | 0.23% | 6,299 | 330 | 5.5% | $3.97万 | 加仓 |