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 |
|---|---|---|---|---|---|---|---|---|
| TPG | TPG INC | $21.20万 | 0.03% | 5,229 | 73 | 1.4% | $2,960 | 加仓 |
| SAN | BANCO SANTANDER SA | $20.81万 | 0.03% | 15,079 | 0 | 0.0% | — | 不变 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $20.70万 | 0.03% | 8,259 | 8,259 | — | $20.70万 | 新建仓 |
| HSBC | HSBC HLDGS PLC | $20.64万 | 0.03% | 2,170 | 2,170 | — | $20.64万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $20.22万 | 0.03% | 265 | 265 | — | $20.22万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $20.06万 | 0.03% | 4,738 | 67 | 1.4% | $2,837 | 加仓 |
| VALE | VALE S A | $18.62万 | 0.03% | 12,381 | 9 | 0.1% | $135 | 加仓 |
| STUB | STUBHUB HLDGS INC | $15.83万 | 0.02% | 12,300 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HLDGS INC | $12.33万 | 0.02% | 10,902 | 504 | 4.8% | $5,700 | 加仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $11.63万 | 0.02% | 12,141 | 0 | 0.0% | — | 不变 |
| INFY | INFOSYS LTD | $11.16万 | 0.02% | 10,637 | -7,677 | -41.9% | -$8.05万 | 重新持有 |
| ARCO | ARCOS DORADOS HLDGS INC | $10.85万 | 0.02% | 13,466 | 398 | 3.0% | $3,208 | 加仓 |
| — | BARNWELL INDS INC | $9.09万 | 0.01% | 90,000 | 10,194 | 12.8% | $1.03万 | 加仓 |
| SPCE | VIRGIN GALACTIC HOLDINGS INC | $5.78万 | 0.01% | 20,000 | 20,000 | — | $5.78万 | 新建仓 |
| VFH | VANGUARD WORLD FD | $0 | 0.00% | 0 | -8,343 | -100.0% | -$100.79万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -2,630 | -100.0% | -$31.10万 | 清仓 |
| NBIS | NEBIUS GROUP N.V. | $0 | 0.00% | 0 | -2,522 | -100.0% | -$26.18万 | 清仓 |
| CRWV | COREWEAVE INC | $0 | 0.00% | 0 | -3,361 | -100.0% | -$26.04万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -1,834 | -100.0% | -$24.22万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -7,634 | -100.0% | -$22.13万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,169 | -100.0% | -$21.82万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -469 | -100.0% | -$21.67万 | 清仓 |
| BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | -1,723 | -100.0% | -$21.63万 | 清仓 |
| SAP | SAP SE | $0 | 0.00% | 0 | -1,225 | -100.0% | -$20.99万 | 清仓 |
| MPC | MARATHON PETE CORP | $0 | 0.00% | 0 | -851 | -100.0% | -$20.79万 | 清仓 |