Aspect Partners, LLC
FAIRFAX VA · SEC CIK 0001985284
$2.45亿2026Q1 申报市值
708持仓数
57.1%前十大占比 · 第一大 10.2%
33 / 35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
SCZ 加仓+$1,755.18万
PDBC 加仓+$393.08万
VTI 加仓+$307.37万
IEMG 加仓+$224.69万
BOXX 加仓+$163.10万
2026Q1 卖出最多 按季末市值估算
SPY 减仓-$1,149.75万
IWM 减仓-$537.61万
EEM 减仓-$173.20万
DFAU 清仓-$56.73万
GLD 减仓-$53.61万
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 |
|---|---|---|---|---|---|---|---|---|
| WAT | WATERS CORP COM | $5,658 | 0.00% | 19 | 1 | 5.6% | $298 | 加仓 |
| MMM | 3M CO COM | $5,664 | 0.00% | 39 | -23 | -37.1% | -$3,340 | 减仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $5,668 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP COM | $5,694 | 0.00% | 48 | 2 | 4.3% | $237 | 加仓 |
| URI | UNITED RENTALS INC COM | $5,829 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| CELH | CELSIUS HLDGS INC COM NEW | $5,854 | 0.00% | 165 | 27 | 19.6% | $958 | 加仓 |
| NVO | NOVO-NORDISK A S ADR | $5,879 | 0.00% | 160 | 15 | 10.3% | $551 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC COM | $5,887 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC COM | $5,924 | 0.00% | 54 | 3 | 5.9% | $329 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC COM | $6,017 | 0.00% | 54 | -44 | -44.9% | -$4,903 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $6,113 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC COM | $6,118 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| BSJR | INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETF | $6,128 | 0.00% | 274 | 0 | 0.0% | — | 不变 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $6,263 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL COM | $6,270 | 0.00% | 187 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO COM | $6,281 | 0.00% | 29 | -2 | -6.5% | -$433 | 减仓 |
| BSJQ | INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF | $6,327 | 0.00% | 273 | 0 | 0.0% | — | 不变 |
| PPTA | PERPETUA RESOURCES CORP COM | $6,327 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INC CL A | $6,367 | 0.00% | 47 | -4 | -7.8% | -$542 | 减仓 |
| POET | POET TECHNOLOGIES INC COM NEW | $6,403 | 0.00% | 1,078 | 95 | 9.7% | $564 | 加仓 |
| RKLB | ROCKET LAB CORP COM | $6,422 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC COM | $6,613 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $6,627 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| IT | GARTNER INC COM | $6,650 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP COM | $6,702 | 0.00% | 24 | -2 | -7.7% | -$558 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | $6,733 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| CBOE | CBOE GLOBAL MKTS INC COM | $6,746 | 0.00% | 24 | 2 | 9.1% | $562 | 加仓 |
| NIO | NIO INC SPON ADS | $6,820 | 0.00% | 1,131 | 0 | 0.0% | — | 不变 |
| IQV | IQVIA HLDGS INC COM | $6,822 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. COM | $6,827 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP COM | $6,840 | 0.00% | 109 | 2 | 1.9% | $126 | 加仓 |
| DHI | D R HORTON INC COM | $6,861 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY ALTERNATIVE HARVEST ETF | $6,906 | 0.00% | 300 | 100 | 50.0% | $2,302 | 加仓 |
| PRU | PRUDENTIAL FINL INC COM | $6,936 | 0.00% | 71 | 3 | 4.4% | $293 | 加仓 |
| CI | THE CIGNA GROUP COM | $6,936 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| TTAN | SERVICETITAN INC SHS CL A | $6,981 | 0.00% | 110 | 2 | 1.9% | $127 | 加仓 |
| XEL | XCEL ENERGY INC COM | $6,990 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC COM | $6,997 | 0.00% | 28 | 1 | 3.7% | $250 | 加仓 |
| TRV | TRAVELERS COMPANIES INC COM | $7,292 | 0.00% | 25 | 16 | 177.8% | $4,667 | 加仓 |
| CRCL | CIRCLE INTERNET GROUP INC COM CL A | $7,347 | 0.00% | 77 | 4 | 5.5% | $382 | 加仓 |
| COPX | GLOBAL X COPPER MINERS ETF | $7,406 | 0.00% | 97 | 10 | 11.5% | $764 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $7,444 | 0.00% | 19 | 2 | 11.8% | $784 | 加仓 |
| MDB | MONGODB INC CL A | $7,588 | 0.00% | 31 | 8 | 34.8% | $1,958 | 加仓 |
| XOVR | ERSHARES PRIVATE-PUBLIC CROSSOVER ETF | $7,600 | 0.00% | 450 | 0 | 0.0% | — | 不变 |
| P | EVERPURE INC CL A | $7,616 | 0.00% | 129 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW COM | $7,640 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $7,837 | 0.00% | 17 | 6 | 54.5% | $2,766 | 加仓 |
| IR | INGERSOLL RAND INC COM | $7,852 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA COM | $7,871 | 0.00% | 81 | 4 | 5.2% | $389 | 加仓 |
| OXY | OCCIDENTAL PETE CORP COM | $8,190 | 0.00% | 126 | -261 | -67.4% | -$1.70万 | 减仓 |
| FDX | FEDEX CORP COM | $8,192 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP COM | $8,209 | 0.00% | 45 | -12 | -21.1% | -$2,189 | 减仓 |
| RJF | RAYMOND JAMES FINL INC COM | $8,253 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC COM | $8,542 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC COM | $8,557 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| AFRM | AFFIRM HLDGS INC COM CL A | $8,568 | 0.00% | 187 | 15 | 8.7% | $687 | 加仓 |
| — | FIDELITY ETHEREUM FUND ETF | $8,603 | 0.00% | 412 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC COM | $8,663 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| PFXF | VANECK PREFERRED SECURITIES EX FINANCIALS ETF | $8,770 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC COM | $8,822 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| NB | NIOCORP DEVS LTD COM NEW | $8,843 | 0.00% | 1,983 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $8,979 | 0.00% | 23 | 9 | 64.3% | $3,514 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | $9,036 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC COM CL A | $9,092 | 0.00% | 72 | 38 | 111.8% | $4,799 | 加仓 |
| APAM | ARTISAN PARTNERS ASSET MGMT I CL A | $9,098 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW COM | $9,140 | 0.00% | 49 | 1 | 2.1% | $187 | 加仓 |
| MO | ALTRIA GROUP INC COM | $9,173 | 0.00% | 139 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC COM CL A | $9,254 | 0.00% | 53 | 8 | 17.8% | $1,397 | 加仓 |
| OMC | OMNICOM GROUP INC COM | $9,263 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO COM CL A | $9,273 | 0.00% | 37 | 7 | 23.3% | $1,754 | 加仓 |
| PWR | QUANTA SVCS INC COM | $9,333 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $9,377 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| AMKR | AMKOR TECHNOLOGY INC COM | $9,501 | 0.00% | 211 | 30 | 16.6% | $1,351 | 加仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $9,558 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC COM | $9,601 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC COM | $9,684 | 0.00% | 18 | 1 | 5.9% | $538 | 加仓 |
| EVRG | EVERGY INC COM | $9,748 | 0.00% | 119 | 0 | 0.0% | — | 不变 |
| CMS | CMS ENERGY CORP COM | $9,775 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED COM STK | $9,815 | 0.00% | 191 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | $9,855 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| WTW | WILLIS TOWERS WATSON PLC LTD SHS | $9,884 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| VRSN | VERISIGN INC COM | $9,934 | 0.00% | 40 | -1 | -2.4% | -$248 | 减仓 |
| APP | APPLOVIN CORP COM CL A | $9,950 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP COM | $1.00万 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| IIPR | INNOVATIVE INDL PPTYS INC COM | $1.00万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP COM | $1.00万 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| IVT | INVENTRUST PPTYS CORP COM NEW | $1.01万 | 0.00% | 330 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP COM | $1.01万 | 0.00% | 93 | -1 | -1.1% | -$108 | 减仓 |
| TSN | TYSON FOODS INC CL A | $1.02万 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC COM | $1.03万 | 0.00% | 104 | 5 | 5.1% | $495 | 加仓 |
| MDLZ | MONDELEZ INTL INC CL A | $1.03万 | 0.00% | 179 | 0 | 0.0% | — | 不变 |
| FMC | FMC CORP COM NEW | $1.05万 | 0.00% | 612 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TRUST | $1.06万 | 0.00% | 155 | 15 | 10.7% | $1,022 | 加仓 |
| OKTA | OKTA INC CL A | $1.06万 | 0.00% | 135 | 2 | 1.5% | $157 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $1.07万 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| NAD | NUVEEN QUALITY MUNCP INCOME FD COM | $1.08万 | 0.00% | 941 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP COM | $1.09万 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO COM | $1.09万 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. COM | $1.12万 | 0.00% | 174 | 28 | 19.2% | $1,809 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $1.16万 | 0.00% | 40 | 0 | 0.0% | — | 不变 |