13F 机构持仓

Aspire Capital Advisors LLC

SEATTLE WA · SEC CIK 0001906014

2026Q22026Q1 更早 9 个季度 🔒
$4.44亿2026Q1 申报市值
122持仓数
52.9%前十大占比 · 第一大 8.1%
12 / 10新建仓 / 清仓
申报市值走势$5.14亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IWY 8.1%
VOO 7.8%
DGRW 7.5%
SCHD 6.8%
BND 4.1%
VO 3.9%
MSFT 3.9%
COWG 3.8%
RWL 3.8%
GLD 3.3%

2026Q1 买入最多 按季末市值估算

JIVE 新建仓+$1,128.46万
TSME 加仓+$700.64万
IWY 加仓+$699.74万
VO 加仓+$670.77万
VYMI 加仓+$430.18万

2026Q1 卖出最多 按季末市值估算

JIRE 减仓-$806.00万
VPU 减仓-$494.19万
XLG 减仓-$487.20万
AKRE 减仓-$399.11万
FNCL 清仓-$352.11万

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
IWY ISHARES TR $3,614.00万8.14%145,234 28,12024.0% $699.74万 加仓
VOO VANGUARD INDEX FDS $3,461.07万7.79%57,921 5,28010.0% $315.51万 加仓
DGRW WISDOMTREE TR $3,336.56万7.51%379,846 11,3523.1% $99.72万 加仓
SCHD SCHWAB STRATEGIC TR $3,009.09万6.78%980,800 -83,161-7.8% -$255.14万 减仓
BND VANGUARD BD INDEX FDS $1,803.20万4.06%244,867 26,37412.1% $194.22万 加仓
VO VANGUARD INDEX FDS $1,726.62万3.89%60,123 23,35763.5% $670.77万 加仓
MSFT MICROSOFT CORP $1,710.46万3.85%46,207 -628-1.3% -$23.25万 减仓
COWG PACER FDS TR $1,674.11万3.77%496,195 43,7659.7% $147.66万 加仓
RWL INVESCO EXCH TRADED FD TR II $1,667.09万3.75%145,078 23,14619.0% $265.97万 加仓
GLD SPDR GOLD TR $1,475.89万3.32%34,300 4,54815.3% $195.70万 加仓
DIVB ISHARES TR $1,324.18万2.98%245,446 46,56023.4% $251.19万 加仓
HELO J P MORGAN EXCHANGE TRADED F $1,289.91万2.90%201,832 7,1143.7% $45.47万 加仓
TSME THRIVENT ETF TRUST $1,178.49万2.65%283,426 168,505146.6% $700.64万 加仓
JIVE J P MORGAN EXCHANGE TRADED F $1,128.46万2.54%131,769 131,769— $1,128.46万 新建仓
SPSM SPDR SERIES TRUST $1,053.44万2.37%218,013 8,7734.2% $42.39万 加仓
SPY STATE STR SPDR S&P 500 ETF T $782.16万1.76%12,027 -170-1.4% -$11.06万 减仓
VYM VANGUARD WHITEHALL FDS $748.35万1.68%50,530 9,36822.8% $138.74万 加仓
VYMI VANGUARD WHITEHALL FDS $698.68万1.57%74,138 45,647160.2% $430.18万 加仓
PAVE GLOBAL X FDS $608.62万1.37%119,783 12,60511.8% $64.05万 加仓
IEF ISHARES TR $579.79万1.31%60,749 7,57214.2% $72.27万 加仓
AAPL APPLE INC $564.52万1.27%22,244 -440-1.9% -$11.17万 减仓
COWZ PACER FDS TR $546.31万1.23%87,326 -1,502-1.7% -$9.40万 减仓
JPST J P MORGAN EXCHANGE TRADED F $532.57万1.20%105,229 -15,821-13.1% -$80.07万 减仓
AMZN AMAZON COM INC $513.07万1.16%24,635 1,0334.4% $21.51万 加仓
AVUV AMERICAN CENTY ETF TR $478.85万1.08%43,346 14,61450.9% $161.44万 加仓
XLG INVESCO EXCHANGE TRADED FD T $439.24万0.99%80,521 -89,313-52.6% -$487.20万 减仓
ARKQ ARK ETF TR $426.25万0.96%37,906 37,906— $426.25万 新建仓
SCHB SCHWAB STRATEGIC TR $406.91万0.92%162,115 8990.6% $2.26万 加仓
COST COSTCO WHOLESALE CORPORATION $388.63万0.88%3,900 -17-0.4% -$1.69万 减仓
CHRW C H ROBINSON WORLDWIDE IN $326.06万0.73%19,634 230.1% $3,820 加仓
JIRE J P MORGAN EXCHANGE TRADED F $286.24万0.64%37,793 -106,417-73.8% -$806.00万 减仓
AIQ GLOBAL X FDS $278.46万0.63%59,667 -61,601-50.8% -$287.49万 减仓
AKRE PROFESIONALLY MANAGED PORTFO $270.59万0.61%51,200 -75,517-59.6% -$399.11万 减仓
IVV ISHARES TR $251.08万0.57%3,844 -29-0.7% -$1.89万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $235.57万0.53%4,916 -31-0.6% -$1.49万 减仓
— GLOBAL X FDS $230.68万0.52%64,799 64,799— $230.68万 新建仓
NVDA NVIDIA CORPORATION $224.20万0.50%12,855 -46-0.4% -$8,023 减仓
XLV SELECT SECTOR SPDR TR $220.01万0.50%15,007 15,007— $220.01万 新建仓
PCAR PACCAR INC $212.95万0.48%18,437 -124-0.7% -$1.43万 减仓
GOOGL ALPHABET INC $208.63万0.47%7,255 1492.1% $4.28万 加仓
SBUX STARBUCKS CORP $194.57万0.44%21,718 6823.2% $6.11万 加仓
GDE WISDOMTREE TR $168.02万0.38%26,712 1,2234.8% $7.69万 加仓
VTI VANGUARD INDEX FDS $147.55万0.33%4,599 801.8% $2.57万 加仓
PEY INVESCO EXCHANGE TRADED FD T $146.86万0.33%68,566 18,36436.6% $39.33万 加仓
JPIE J P MORGAN EXCHANGE TRADED F $144.10万0.32%31,279 6,18324.6% $28.49万 加仓
— EXXON MOBIL CORP $133.51万0.30%7,869 -51-0.6% -$8,653 减仓
BA BOEING CO $131.74万0.30%6,619 -145-2.1% -$2.89万 减仓
MTUM ISHARES TR $129.23万0.29%5,385 -1,464-21.4% -$35.13万 减仓
— RBB FD INC $128.28万0.29%48,332 18,46561.8% $49.01万 加仓
SMH VANECK ETF TRUST $122.86万0.28%3,205 00.0% — 不变
CVX CHEVRON CORPORATION $110.42万0.25%5,337 1011.9% $2.09万 加仓
QQQ INVESCO QQQ TR $100.47万0.23%1,741 171.0% $9,811 加仓
VEA VANGUARD TAX-MANAGED FDS $97.56万0.22%15,225 00.0% — 不变
SCHA SCHWAB STRATEGIC TR $97.50万0.22%33,529 -2,398-6.7% -$6.97万 减仓
GTO INVESCO ACTIVELY MANAGED EXC $90.77万0.20%19,382 2,32913.7% $10.91万 加仓
FDL FIRST TR EXCHANGE-TRADED FD $84.07万0.19%16,550 3,89430.8% $19.78万 加仓
IPKW INVESCO EXCH TRADED FD TR II $77.88万0.18%13,842 -4,938-26.3% -$27.78万 减仓
SLV ISHARES SILVER TR $77.11万0.17%11,317 1,80419.0% $12.29万 加仓
J JACOBS SOLUTIONS INC $75.01万0.17%5,893 4628.5% $5.88万 加仓
DE DEERE & CO $74.77万0.17%1,327 -89-6.3% -$5.01万 减仓
TSLA TESLA INC $68.41万0.15%1,840 -2-0.1% -$744 减仓
PVAL PUTNAM ETF TRUST $67.88万0.15%14,630 1,55111.9% $7.20万 加仓
BMY BRISTOL-MYERS SQUIBB CO $67.85万0.15%11,187 40.0% $243 加仓
EXPE EXPEDIA GROUP INC $58.60万0.13%2,538 20.1% $462 加仓
DTH WISDOMTREE TR $53.33万0.12%9,860 2,32530.9% $12.58万 加仓
AMGN AMGEN INC $52.73万0.12%1,499 20.1% $704 加仓
PLTR PALANTIR TECHNOLOGIES INC $52.53万0.12%3,591 -196-5.2% -$2.87万 减仓
GOOG ALPHABET INC $52.42万0.12%1,827 21813.5% $6.25万 加仓
IWF ISHARES TR $52.19万0.12%1,224 00.0% — 不变
WMT WALMART INC $51.79万0.12%4,167 1814.5% $2.25万 加仓
ENFR ALPS ETF TR $50.03万0.11%13,093 13,093— $50.03万 新建仓
LLY ELI LILLY & CO $49.48万0.11%538 112.1% $1.01万 加仓
MU MICRON TECHNOLOGY INC $48.56万0.11%1,437 27323.5% $9.23万 加仓
DVY ISHARES TR $48.15万0.11%3,180 00.0% — 不变
META META PLATFORMS INC $47.97万0.11%838 -148-15.0% -$8.47万 减仓
PTLC PACER FDS TR $45.64万0.10%8,700 -56,651-86.7% -$297.18万 减仓
SCHM SCHWAB STRATEGIC TR $42.31万0.10%13,665 -300-2.1% -$9,288 减仓
VEU VANGUARD INTL EQUITY INDEX F $40.74万0.09%5,425 -1,650-23.3% -$12.39万 减仓
JUNW AIM ETF PRODUCTS TRUST $39.10万0.09%11,725 -1,296-10.0% -$4.32万 减仓
UITB VICTORY PORTFOLIOS II $38.55万0.09%8,199 -309-3.6% -$1.45万 减仓
TCAF T ROWE PRICE ETF INC $37.84万0.09%10,632 -297-2.7% -$1.06万 减仓
CSCO CISCO SYS INC $37.52万0.08%4,836 300.6% $2,328 加仓
EFG ISHARES TR $37.36万0.08%3,355 00.0% — 不变
RDVY FIRST TR EXCHANGE TRADED FD $36.31万0.08%5,318 -1,416-21.0% -$9.67万 减仓
AFRM AFFIRM HLDGS INC $36.01万0.08%7,860 75310.6% $3.45万 加仓
DIA STATE STR SPDR DOW JONES IND $35.70万0.08%771 20.3% $926 加仓
SCHG SCHWAB STRATEGIC TR $34.28万0.08%11,769 -560-4.5% -$1.63万 减仓
ALK ALASKA AIR GROUP INC $33.18万0.07%9,022 100.1% $368 加仓
VPU VANGUARD WORLD FD $32.13万0.07%1,622 -24,947-93.9% -$494.19万 减仓
VLU SPDR SERIES TRUST $31.88万0.07%1,483 -226-13.2% -$4.86万 重新持有
HEWJ ISHARES TR $31.71万0.07%5,634 -286-4.8% -$1.61万 减仓
VIG VANGUARD SPECIALIZED FUNDS $31.56万0.07%1,467 40.3% $860 加仓
IEFA ISHARES TR $31.27万0.07%3,454 682.0% $6,156 加仓
IVW ISHARES TR $30.26万0.07%2,675 20.1% $226 加仓
CWCO CONSOLIDATED WATER CO INC $30.21万0.07%9,120 00.0% — 不变
CRM SALESFORCE INC $30.14万0.07%1,615 33426.1% $6.23万 加仓
NFLX NETFLIX INC. $29.83万0.07%3,102 -85-2.7% -$8,173 减仓
TMUS T-MOBILE US INC $28.93万0.07%1,378 40.3% $840 加仓
PHO INVESCO EXCHANGE TRADED FD T $27.96万0.06%4,182 70.2% $468 加仓
PEP PEPSICO INC $27.72万0.06%1,785 20.1% $311 加仓