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 |
|---|---|---|---|---|---|---|---|---|
| CB | CHUBB LTD SWITZ COM | $1.17万 | 0.00% | 36 | 3 | 9.1% | $978 | 加仓 |
| DIS | DISNEY WALT CO COM | $1.17万 | 0.00% | 122 | -7 | -5.4% | -$673 | 减仓 |
| AME | AMETEK INC COM | $1.18万 | 0.00% | 55 | -1 | -1.8% | -$214 | 减仓 |
| WM | WASTE MGMT INC DEL COM | $1.19万 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MOTOR CORP ADS | $1.20万 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC CL B | $1.20万 | 0.00% | 203 | 5 | 2.5% | $295 | 加仓 |
| PHM | PULTE GROUP INC COM | $1.20万 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP COM | $1.21万 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL COM | $1.21万 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO PLC SPONSORED ADR | $1.23万 | 0.01% | 132 | 0 | 0.0% | — | 不变 |
| BIZD | VANECK BDC INCOME ETF | $1.24万 | 0.01% | 969 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $1.24万 | 0.01% | 36 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO COM | $1.25万 | 0.01% | 129 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP COM | $1.27万 | 0.01% | 37 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC COM | $1.29万 | 0.01% | 65 | 1 | 1.6% | $198 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC COM | $1.32万 | 0.01% | 76 | 0 | 0.0% | — | 不变 |
| FPF | FIRST TR INTER DURATN PFD & IN COM | $1.32万 | 0.01% | 750 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC COM | $1.34万 | 0.01% | 62 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO COM | $1.35万 | 0.01% | 169 | -54 | -24.2% | -$4,299 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC COM | $1.35万 | 0.01% | 849 | -140 | -14.2% | -$2,223 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $1.35万 | 0.01% | 52 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES COM | $1.36万 | 0.01% | 132 | 0 | 0.0% | — | 不变 |
| SMH | VANECK SEMICONDUCTOR ETF | $1.38万 | 0.01% | 36 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INC COM | $1.39万 | 0.01% | 68 | -1 | -1.4% | -$204 | 减仓 |
| PLD | PROLOGIS INC. COM | $1.39万 | 0.01% | 105 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $1.39万 | 0.01% | 32 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO COM | $1.41万 | 0.01% | 362 | -15 | -4.0% | -$585 | 减仓 |
| JBTM | JBT MAREL CORPORATION COM | $1.44万 | 0.01% | 113 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP COM | $1.48万 | 0.01% | 34 | 2 | 6.2% | $872 | 加仓 |
| TMUS | T-MOBILE US INC COM | $1.49万 | 0.01% | 71 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT COM | $1.51万 | 0.01% | 35 | 2 | 6.1% | $865 | 加仓 |
| HWM | HOWMET AEROSPACE INC COM | $1.52万 | 0.01% | 66 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP COM | $1.55万 | 0.01% | 64 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS COM | $1.57万 | 0.01% | 119 | -1 | -0.8% | -$132 | 减仓 |
| C | CITIGROUP INC COM NEW | $1.58万 | 0.01% | 139 | -8 | -5.4% | -$907 | 减仓 |
| LEN | LENNAR CORP CL A | $1.60万 | 0.01% | 184 | 1 | 0.5% | $87 | 加仓 |
| WDC | WESTERN DIGITAL CORP COM | $1.60万 | 0.01% | 59 | 0 | 0.0% | — | 不变 |
| BMNR | BITMINE IMMERSION TECNOLOGIES COM NEW | $1.60万 | 0.01% | 809 | 52 | 6.9% | $1,029 | 加仓 |
| CRWV | COREWEAVE INC COM CL A | $1.61万 | 0.01% | 208 | 5 | 2.5% | $387 | 加仓 |
| AON | AON PLC SHS CL A | $1.61万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $1.63万 | 0.01% | 80 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $1.63万 | 0.01% | 82 | 6 | 7.9% | $1,190 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $1.63万 | 0.01% | 177 | 0 | 0.0% | — | 不变 |
| PDO | PIMCO DYNAMIC INCOME OPRNTS FD COM BEN SHS | $1.64万 | 0.01% | 1,269 | 36 | 2.9% | $465 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS COM | $1.70万 | 0.01% | 22 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC COM | $1.70万 | 0.01% | 606 | -221 | -26.7% | -$6,206 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $1.71万 | 0.01% | 41 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP COM | $1.73万 | 0.01% | 100 | 3 | 3.1% | $518 | 加仓 |
| MELI | MERCADOLIBRE INC COM | $1.73万 | 0.01% | 10 | 4 | 66.7% | $6,916 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $1.75万 | 0.01% | 111 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC COM | $1.75万 | 0.01% | 243 | -14 | -5.4% | -$1,007 | 减仓 |
| TFC | TRUIST FINL CORP COM | $1.79万 | 0.01% | 389 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC COM | $1.79万 | 0.01% | 139 | -44 | -24.0% | -$5,666 | 减仓 |
| DE | DEERE & CO COM | $1.86万 | 0.01% | 33 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP COM | $1.91万 | 0.01% | 92 | 5 | 5.7% | $1,037 | 加仓 |
| AXP | AMERICAN EXPRESS CO COM | $1.97万 | 0.01% | 65 | 43 | 195.5% | $1.30万 | 加仓 |
| BSCT | INVESCO BULLETSHARES 2029 CORPORATE BOND ETF | $1.97万 | 0.01% | 1,056 | 0 | 0.0% | — | 不变 |
| BSCS | INVESCO BULLETSHARES 2028 CORPORATE BOND ETF | $1.99万 | 0.01% | 975 | 0 | 0.0% | — | 不变 |
| BSCR | INVESCO BULLETSHARES 2027 CORPORATE BOND ETF | $2.02万 | 0.01% | 1,028 | 0 | 0.0% | — | 不变 |
| BSCQ | INVESCO BULLETSHARES 2026 CORPORATE BOND ETF | $2.04万 | 0.01% | 1,042 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC COM | $2.04万 | 0.01% | 64 | 13 | 25.5% | $4,136 | 加仓 |
| ADBE | ADOBE INC COM | $2.04万 | 0.01% | 84 | -10 | -10.6% | -$2,431 | 减仓 |
| CRM | SALESFORCE INC COM | $2.05万 | 0.01% | 110 | -12 | -9.8% | -$2,240 | 减仓 |
| ETN | EATON CORP PLC SHS | $2.07万 | 0.01% | 58 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC COM | $2.10万 | 0.01% | 135 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC COM | $2.12万 | 0.01% | 22 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC COM SHS | $2.15万 | 0.01% | 175 | 7 | 4.2% | $859 | 加仓 |
| MS | MORGAN STANLEY COM NEW | $2.27万 | 0.01% | 138 | -19 | -12.1% | -$3,127 | 减仓 |
| PFFA | VIRTUS INFRACAP U.S. PREFERRED STOCK ETF | $2.30万 | 0.01% | 1,128 | 27 | 2.5% | $550 | 加仓 |
| SPGI | S&P GLOBAL INC COM | $2.30万 | 0.01% | 54 | 0 | 0.0% | — | 不变 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIONS COM NEW | $2.31万 | 0.01% | 327 | 22 | 7.2% | $1,551 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD SHS | $2.36万 | 0.01% | 1,379 | 51 | 3.8% | $873 | 加仓 |
| WMB | WILLIAMS COS INC COM | $2.44万 | 0.01% | 335 | -1 | -0.3% | -$73 | 减仓 |
| GILD | GILEAD SCIENCES INC COM | $2.47万 | 0.01% | 177 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC COM | $2.50万 | 0.01% | 73 | 48 | 192.0% | $1.64万 | 加仓 |
| RTX | RTX CORPORATION COM | $2.66万 | 0.01% | 138 | 2 | 1.5% | $386 | 加仓 |
| PGR | PROGRESSIVE CORP COM | $2.68万 | 0.01% | 135 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL COM | $2.93万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC COM | $3.05万 | 0.01% | 43 | 1 | 2.4% | $708 | 加仓 |
| ORCL | ORACLE CORP COM | $3.21万 | 0.01% | 218 | 2 | 0.9% | $294 | 加仓 |
| TXN | TEXAS INSTRS INC COM | $3.28万 | 0.01% | 169 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $3.49万 | 0.01% | 480 | 0 | 0.0% | — | 不变 |
| HII | HUNTINGTON INGALLS INDS INC COM | $3.53万 | 0.01% | 93 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC COM | $3.59万 | 0.01% | 387 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP COM | $3.66万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO COM | $3.67万 | 0.01% | 254 | 1 | 0.4% | $144 | 加仓 |
| MCK | MCKESSON CORP COM | $3.72万 | 0.02% | 43 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP COM | $3.75万 | 0.02% | 62 | 0 | 0.0% | — | 不变 |
| AI | C3 AI INC CL A | $3.87万 | 0.02% | 4,592 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC COM | $3.89万 | 0.02% | 235 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC SHS | $3.97万 | 0.02% | 80 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP COM | $3.98万 | 0.02% | 145 | 1 | 0.7% | $275 | 加仓 |
| SBUX | STARBUCKS CORP COM | $4.02万 | 0.02% | 448 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD VALUE ETF | $4.06万 | 0.02% | 207 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW CL A | $4.34万 | 0.02% | 1,511 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO COM | $4.47万 | 0.02% | 224 | 15 | 7.2% | $2,992 | 加仓 |
| DES | WISDOMTREE U.S. SMALLCAP DIVIDEND FUND | $4.51万 | 0.02% | 1,254 | 4 | 0.3% | $144 | 加仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $4.65万 | 0.02% | 1,600 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW COM | $4.68万 | 0.02% | 293 | 0 | 0.0% | — | 不变 |
| ITB | ISHARES U.S. HOME CONSTRUCTION ETF | $4.71万 | 0.02% | 520 | 1 | 0.2% | $90 | 加仓 |