Aspen Grove Capital, LLC
AVON CO · SEC CIK 0001806027
$6.94亿2026Q2 申报市值
214持仓数
49.8%前十大占比 · 第一大 9.3%
17 / 11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
FWONK 新建仓+$6,425.24万
FWONA 重新持有+$3,044.79万
AXON 加仓+$2,240.93万
CBRS 新建仓+$117.62万
AAPL 加仓+$67.39万
2026Q2 卖出最多 按季末市值估算
VOO 减仓-$116.19万
PPH 减仓-$100.87万
VFH 清仓-$100.79万
VLY 减仓-$60.92万
HON 减仓-$54.94万
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 |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | $574.18万 | 0.83% | 15,199 | 63 | 0.4% | $2.38万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $607.15万 | 0.87% | 30,343 | 165 | 0.5% | $3.30万 | 加仓 |
| MSFT | MICROSOFT CORP | $629.28万 | 0.91% | 16,868 | 121 | 0.7% | $4.51万 | 加仓 |
| SDY | SPDR SERIES TRUST | $765.62万 | 1.10% | 50,310 | 8 | 0.0% | $1,217 | 加仓 |
| INDA | ISHARES TR | $787.33万 | 1.13% | 159,411 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $816.10万 | 1.18% | 29,020 | 0 | 0.0% | — | 不变 |
| — | LIBERTY BROADBAND CORP | $958.41万 | 1.38% | 288,156 | 0 | 0.0% | — | 不变 |
| EWW | ISHARES INC | $1,032.10万 | 1.49% | 137,120 | 1,458 | 1.1% | $10.97万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $1,395.69万 | 2.01% | 88,904 | 1,879 | 2.2% | $29.50万 | 加仓 |
| VLY | VALLEY NATL BANCORP | $1,534.52万 | 2.21% | 1,039,625 | -41,275 | -3.8% | -$60.92万 | 减仓 |
| AMZN | AMAZON COM INC | $1,565.46万 | 2.25% | 65,681 | -103 | -0.2% | -$2.45万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,580.15万 | 2.28% | 22,998 | -1,691 | -6.8% | -$116.19万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,701.71万 | 2.45% | 71,910 | -47 | -0.1% | -$1.11万 | 减仓 |
| AAPL | APPLE INC | $1,973.11万 | 2.84% | 68,187 | 2,329 | 3.5% | $67.39万 | 加仓 |
| GOOG | ALPHABET INC | $2,502.48万 | 3.60% | 70,823 | 1,333 | 1.9% | $47.10万 | 加仓 |
| META | META PLATFORMS INC | $2,591.61万 | 3.73% | 46,008 | -292 | -0.6% | -$16.45万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $2,611.60万 | 3.76% | 70,563 | 144 | 0.2% | $5.33万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,618.89万 | 3.77% | 367,542 | 3,527 | 1.0% | $25.13万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $2,662.88万 | 3.83% | 149,398 | 73 | 0.0% | $1.30万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $2,758.20万 | 3.97% | 49,200 | 39,973 | 433.2% | $2,240.93万 | 加仓 |
| GOOGL | ALPHABET INC | $2,864.53万 | 4.12% | 80,154 | 24 | 0.0% | $8,577 | 加仓 |
| IVV | ISHARES TR | $3,037.87万 | 4.37% | 40,563 | 106 | 0.3% | $7.94万 | 加仓 |
| FWONA | LIBERTY MEDIA CORP DEL | $3,066.68万 | 4.42% | 350,317 | 347,817 | 13,912.7% | $3,044.79万 | 重新持有 |
| SPY | STATE STR SPDR S&P 500 ETF T | $5,930.06万 | 8.54% | 79,367 | 53 | 0.1% | $3.96万 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $6,425.24万 | 9.25% | 675,346 | 675,346 | — | $6,425.24万 | 新建仓 |