Aspen Investment Management Inc
GRAND RAPIDS MI · SEC CIK 0001541596
$3.72亿2026Q2 申报市值
187持仓数
30.2%前十大占比 · 第一大 6.7%
17 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SCHD 加仓+$145.10万
VNQ 加仓+$99.19万
IWM 加仓+$78.48万
PFE 加仓+$68.75万
IVV 加仓+$55.64万
2026Q2 卖出最多 按季末市值估算
SPY 减仓-$196.03万
AMD 重新持有-$136.87万
BSCQ 减仓-$109.04万
HOOD 减仓-$82.58万
GLW 减仓-$77.98万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| PFE | PFIZER INC | $91.50万 | 0.25% | 38,006 | 28,555 | 302.1% | $68.75万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $90.10万 | 0.24% | 1,769 | -50 | -2.7% | -$2.55万 | 减仓 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $89.60万 | 0.24% | 8,606 | 845 | 10.9% | $8.80万 | 加仓 |
| WFC | WELLS FARGO & CO | $88.70万 | 0.24% | 10,738 | -100 | -0.9% | -$8,260 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $83.00万 | 0.22% | 14,344 | -307 | -2.1% | -$1.78万 | 减仓 |
| MRK | MERCK & CO INC | $81.10万 | 0.22% | 6,310 | 11 | 0.2% | $1,414 | 加仓 |
| IYW | ISHARES TR | $81.10万 | 0.22% | 3,215 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $78.50万 | 0.21% | 21,652 | -845 | -3.8% | -$3.06万 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $77.70万 | 0.21% | 39,775 | -55,820 | -58.4% | -$109.04万 | 减仓 |
| C | CITIGROUP INC | $76.50万 | 0.21% | 5,465 | 621 | 12.8% | $8.69万 | 加仓 |
| UNM | UNUM GROUP | $72.90万 | 0.20% | 8,150 | 170 | 2.1% | $1.52万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $72.30万 | 0.19% | 19,604 | -1,598 | -7.5% | -$5.89万 | 减仓 |
| CMF | ISHARES TR | $71.50万 | 0.19% | 12,410 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC | $71.20万 | 0.19% | 40,133 | 313 | 0.8% | $5,553 | 加仓 |
| MRNA | MODERNA INC | $68.60万 | 0.18% | 9,790 | -1,600 | -14.0% | -$11.21万 | 减仓 |
| MPC | MARATHON PETE CORP | $67.80万 | 0.18% | 2,652 | -30 | -1.1% | -$7,670 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $66.50万 | 0.18% | 1,951 | 115 | 6.3% | $3.92万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $66.10万 | 0.18% | 5,222 | 34 | 0.7% | $4,304 | 加仓 |
| XSD | SPDR SERIES TRUST | $64.60万 | 0.17% | 1,035 | 0 | 0.0% | — | 不变 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $63.80万 | 0.17% | 14,670 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $63.40万 | 0.17% | 4,610 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $62.60万 | 0.17% | 1,712 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC DEL | $61.80万 | 0.17% | 4,891 | 395 | 8.8% | $4.99万 | 加仓 |
| IWF | ISHARES TR | $61.10万 | 0.16% | 4,923 | 3 | 0.1% | $372 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $60.50万 | 0.16% | 17,885 | 17 | 0.1% | $575 | 加仓 |
| YOU | CLEAR SECURE INC | $60.00万 | 0.16% | 10,772 | 597 | 5.9% | $3.33万 | 加仓 |
| DE | DEERE & CO | $58.70万 | 0.16% | 925 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $58.60万 | 0.16% | 3,736 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $57.60万 | 0.15% | 878 | -877 | -50.0% | -$57.53万 | 减仓 |
| AVGO | BROADCOM INC | $57.60万 | 0.15% | 1,526 | -584 | -27.7% | -$22.04万 | 减仓 |
| COP | CONOCOPHILLIPS | $55.50万 | 0.15% | 5,338 | 399 | 8.1% | $4.15万 | 加仓 |
| DON | WISDOMTREE TR | $54.40万 | 0.15% | 9,630 | 0 | 0.0% | — | 不变 |
| COPX | GLOBAL X FDS | $53.20万 | 0.14% | 6,910 | 6,910 | — | $53.20万 | 新建仓 |
| AIG | AMERICAN INTL GROUP INC | $52.60万 | 0.14% | 7,060 | 157 | 2.3% | $1.17万 | 加仓 |
| SBUX | STARBUCKS CORP | $51.20万 | 0.14% | 5,015 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $49.40万 | 0.13% | 11,449 | -679 | -5.6% | -$2.93万 | 减仓 |
| BCI | ABRDN ETFS | $49.30万 | 0.13% | 22,047 | -595 | -2.6% | -$1.33万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $46.90万 | 0.13% | 808 | -2,358 | -74.5% | -$136.87万 | 重新持有 |
| TRV | TRAVELERS COMPANIES INC | $45.80万 | 0.12% | 1,388 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $44.50万 | 0.12% | 932 | 932 | — | $44.50万 | 新建仓 |
| EBAY | EBAY INC. | $43.80万 | 0.12% | 3,922 | 525 | 15.5% | $5.86万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $43.70万 | 0.12% | 7,115 | 1,800 | 33.9% | $11.06万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $42.30万 | 0.11% | 2,669 | -2,600 | -49.3% | -$41.21万 | 减仓 |
| ETD | ETHAN ALLEN INTERIORS INC | $41.20万 | 0.11% | 18,446 | -1,700 | -8.4% | -$3.80万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $40.80万 | 0.11% | 9,557 | -1,572 | -14.1% | -$6.71万 | 减仓 |
| IAU | ISHARES GOLD TR | $40.80万 | 0.11% | 5,408 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $40.50万 | 0.11% | 3,675 | 975 | 36.1% | $10.74万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $40.00万 | 0.11% | 7,458 | -465 | -5.9% | -$2.49万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $39.70万 | 0.11% | 1,820 | 0 | 0.0% | — | 不变 |
| DEM | WISDOMTREE TR | $39.60万 | 0.11% | 7,370 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $38.60万 | 0.10% | 2,638 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $38.20万 | 0.10% | 4,889 | -1,645 | -25.2% | -$12.85万 | 减仓 |
| META | META PLATFORMS INC | $37.20万 | 0.10% | 661 | -321 | -32.7% | -$18.07万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $36.60万 | 0.10% | 3,917 | 264 | 7.2% | $2.47万 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $36.40万 | 0.10% | 4,800 | 4,800 | — | $36.40万 | 新建仓 |
| SLV | ISHARES SILVER TR | $35.30万 | 0.09% | 6,609 | 155 | 2.4% | $8,279 | 加仓 |
| IVE | ISHARES TR | $35.00万 | 0.09% | 1,541 | 0 | 0.0% | — | 不变 |
| SMTC | SEMTECH CORP | $33.20万 | 0.09% | 2,050 | 2,050 | — | $33.20万 | 新建仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $32.60万 | 0.09% | 463 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $32.50万 | 0.09% | 4,502 | 0 | 0.0% | — | 不变 |
| — | GMO ETF TRUST | $32.40万 | 0.09% | 10,875 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $30.90万 | 0.08% | 2,624 | 33 | 1.3% | $3,886 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $30.70万 | 0.08% | 740 | 0 | 0.0% | — | 不变 |
| GMOI | GMO ETF TRUST | $30.30万 | 0.08% | 8,080 | -2,625 | -24.5% | -$9.84万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $30.10万 | 0.08% | 8,659 | -294 | -3.3% | -$1.02万 | 减仓 |
| URA | GLOBAL X FDS | $29.80万 | 0.08% | 6,820 | -135 | -1.9% | -$5,899 | 减仓 |
| HCA | HCA HEALTHCARE INC | $29.20万 | 0.08% | 750 | -14 | -1.8% | -$5,451 | 减仓 |
| IHDG | WISDOMTREE TR | $28.80万 | 0.08% | 5,500 | -150 | -2.7% | -$7,855 | 减仓 |
| ARM | ARM HOLDINGS PLC | $28.50万 | 0.08% | 805 | 805 | — | $28.50万 | 新建仓 |
| NTRS | NORTHERN TR CORP | $28.40万 | 0.08% | 1,635 | 0 | 0.0% | — | 不变 |
| SWKS | SKYWORKS SOLUTIONS INC | $28.10万 | 0.08% | 4,145 | 4,145 | — | $28.10万 | 新建仓 |
| IJR | ISHARES TR | $27.90万 | 0.08% | 1,878 | 1,878 | — | $27.90万 | 新建仓 |
| IXN | ISHARES TR | $27.20万 | 0.07% | 1,881 | 1,881 | — | $27.20万 | 新建仓 |
| VST | VISTRA CORP | $25.40万 | 0.07% | 1,600 | 1,600 | — | $25.40万 | 新建仓 |
| HSIC | SCHEIN HENRY INC | $25.10万 | 0.07% | 3,000 | 0 | 0.0% | — | 不变 |
| CBT | CABOT CORP | $25.00万 | 0.07% | 2,750 | 2,750 | — | $25.00万 | 新建仓 |
| DIS | DISNEY WALT CO | $23.40万 | 0.06% | 2,432 | -125 | -4.9% | -$1.20万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $23.20万 | 0.06% | 4,578 | 4,578 | — | $23.20万 | 新建仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $23.10万 | 0.06% | 4,850 | 0 | 0.0% | — | 不变 |
| MYRG | MYR GROUP INC | $22.70万 | 0.06% | 453 | 453 | — | $22.70万 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO | $22.40万 | 0.06% | 650 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $22.30万 | 0.06% | 1,768 | 1,768 | — | $22.30万 | 新建仓 |
| AVUV | AMERICAN CENTY ETF TR | $22.10万 | 0.06% | 1,768 | 1,768 | — | $22.10万 | 新建仓 |
| GNRC | GENERAC HLDGS INC | $21.60万 | 0.06% | 739 | 739 | — | $21.60万 | 新建仓 |
| BE | BLOOM ENERGY CORP | $20.90万 | 0.06% | 689 | 689 | — | $20.90万 | 新建仓 |
| FELE | FRANKLIN ELEC INC | $20.40万 | 0.05% | 1,900 | 1,900 | — | $20.40万 | 新建仓 |
| RSG | REPUBLIC SVCS INC | $20.10万 | 0.05% | 945 | 0 | 0.0% | — | 不变 |
| XBI | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,472 | -100.0% | -$31.60万 | 清仓 |
| CLX | CLOROX CO DEL | $0 | 0.00% | 0 | -2,450 | -100.0% | -$25.40万 | 清仓 |