Aspen Grove Capital, LLC
AVON CO · SEC CIK 0001806027
$5.14亿2026Q1 申报市值
200持仓数
48.8%前十大占比 · 第一大 10.1%
13 / 13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
LIBERTY BROADBAN 新建仓+$1,449.43万
SIRI 重新持有+$206.16万
ELE 新建仓+$133.09万
VOO 加仓+$96.11万
SPY 加仓+$95.48万
2026Q1 卖出最多 按季末市值估算
BKNG 减仓-$2,947.22万
EUFN 减仓-$318.96万
VEA 减仓-$235.82万
VTI 减仓-$144.55万
KBE 减仓-$119.01万
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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $526.36万 | 1.02% | 30,178 | -21 | -0.1% | -$3,663 | 减仓 |
| MSFT | MICROSOFT CORP | $619.99万 | 1.21% | 16,747 | 195 | 1.2% | $7.22万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $703.44万 | 1.37% | 29,020 | -30 | -0.1% | -$7,272 | 减仓 |
| SDY | SPDR SERIES TRUST | $734.11万 | 1.43% | 50,302 | -30 | -0.1% | -$4,378 | 减仓 |
| INDA | ISHARES TR | $746.68万 | 1.45% | 159,411 | 1,212 | 0.8% | $5.68万 | 加仓 |
| EWW | ISHARES INC | $1,020.59万 | 1.99% | 135,662 | 846 | 0.6% | $6.36万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $1,204.04万 | 2.34% | 87,025 | 2,698 | 3.2% | $37.33万 | 加仓 |
| VLY | VALLEY NATL BANCORP | $1,339.28万 | 2.60% | 1,080,900 | -12,018 | -1.1% | -$14.89万 | 减仓 |
| AMZN | AMAZON COM INC | $1,370.10万 | 2.66% | 65,784 | -146 | -0.2% | -$3.04万 | 减仓 |
| — | LIBERTY BROADBAND CORP | $1,449.43万 | 2.82% | 288,156 | 288,156 | — | $1,449.43万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $1,475.69万 | 2.87% | 24,689 | 1,608 | 7.0% | $96.11万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,547.67万 | 3.01% | 71,957 | 247 | 0.3% | $5.31万 | 加仓 |
| AAPL | APPLE INC | $1,671.45万 | 3.25% | 65,858 | 7 | 0.0% | $1,777 | 加仓 |
| GOOG | ALPHABET INC | $1,993.47万 | 3.88% | 69,490 | -30 | -0.0% | -$8,606 | 减仓 |
| VTI | VANGUARD INDEX FDS | $2,259.52万 | 4.39% | 70,419 | -4,505 | -6.0% | -$144.55万 | 减仓 |
| GOOGL | ALPHABET INC | $2,304.29万 | 4.48% | 80,130 | 145 | 0.2% | $4.17万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,332.74万 | 4.54% | 364,015 | -36,799 | -9.2% | -$235.82万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $2,514.82万 | 4.89% | 5,973 | -7,000 | -54.0% | -$2,947.22万 | 减仓 |
| IVV | ISHARES TR | $2,642.83万 | 5.14% | 40,457 | 104 | 0.3% | $6.79万 | 加仓 |
| META | META PLATFORMS INC | $2,649.02万 | 5.15% | 46,300 | 130 | 0.3% | $7.44万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $5,172.79万 | 10.06% | 79,314 | 1,464 | 1.9% | $95.48万 | 加仓 |