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 |
|---|---|---|---|---|---|---|---|---|
| MA | MASTERCARD INCORPORATED CL A | $4.75万 | 0.02% | 95 | 2 | 2.2% | $999 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $4.78万 | 0.02% | 810 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD FINANCIALS ETF | $4.90万 | 0.02% | 406 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP COM | $5.01万 | 0.02% | 1,028 | -187 | -15.4% | -$9,116 | 减仓 |
| GEV | GE VERNOVA INC COM | $5.06万 | 0.02% | 58 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE COM NEW | $5.16万 | 0.02% | 182 | -6 | -3.2% | -$1,703 | 减仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $5.24万 | 0.02% | 591 | -517 | -46.7% | -$4.59万 | 减仓 |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $5.27万 | 0.02% | 1,077 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC COM | $5.27万 | 0.02% | 329 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC CL A COM | $5.32万 | 0.02% | 258 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC COM | $5.41万 | 0.02% | 64 | -1 | -1.5% | -$846 | 减仓 |
| ABBV | ABBVIE INC COM | $5.42万 | 0.02% | 249 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP COM NEW | $5.77万 | 0.02% | 270 | 5 | 1.9% | $1,068 | 加仓 |
| VO | VANGUARD MID-CAP ETF | $6.23万 | 0.03% | 217 | 0 | 0.0% | — | 不变 |
| FREL | FIDELITY MSCI REAL ESTATE INDEX ETF | $6.25万 | 0.03% | 2,322 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $6.57万 | 0.03% | 194 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC COM | $6.63万 | 0.03% | 855 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION COM | $6.78万 | 0.03% | 68 | -6 | -8.1% | -$5,979 | 减仓 |
| — | PROSHARES MSCI EUROPE DIVIDEND GROWERS ETF | $6.87万 | 0.03% | 1,340 | 0 | 0.0% | — | 不变 |
| VGSR | VERT GLOBAL SUSTAINABLE REAL ESTATE ETF | $7.02万 | 0.03% | 6,794 | 0 | 0.0% | — | 不变 |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $7.04万 | 0.03% | 700 | 0 | 0.0% | — | 不变 |
| EYLD | CAMBRIA EMERGING SHAREHOLDER YIELD ETF | $7.11万 | 0.03% | 1,717 | 0 | 0.0% | — | 不变 |
| FTI | TECHNIPFMC PLC COM | $7.27万 | 0.03% | 1,052 | 0 | 0.0% | — | 不变 |
| V | VISA INC COM CL A | $7.54万 | 0.03% | 249 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC COM | $7.75万 | 0.03% | 499 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC COM | $7.82万 | 0.03% | 289 | -24 | -7.7% | -$6,494 | 减仓 |
| INTC | INTEL CORP COM | $8.05万 | 0.03% | 1,824 | 381 | 26.4% | $1.68万 | 加仓 |
| TSLA | TESLA INC COM | $8.10万 | 0.03% | 218 | -7 | -3.1% | -$2,602 | 减仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $8.14万 | 0.03% | 720 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC COM | $8.34万 | 0.03% | 671 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC COM | $8.46万 | 0.03% | 703 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC COM | $8.52万 | 0.03% | 259 | 0 | 0.0% | — | 不变 |
| PSI | INVESCO SEMICONDUCTORS ETF | $8.60万 | 0.04% | 912 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. COM | $8.65万 | 0.04% | 900 | 38 | 4.4% | $3,654 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $8.67万 | 0.04% | 426 | 60 | 16.4% | $1.22万 | 加仓 |
| JCI | JOHNSON CTLS INTL PLC SHS | $9.02万 | 0.04% | 689 | 17 | 2.5% | $2,226 | 加仓 |
| LLY | ELI LILLY & CO COM | $9.29万 | 0.04% | 101 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC COM | $9.33万 | 0.04% | 395 | 0 | 0.0% | — | 不变 |
| IHI | ISHARES U.S. MEDICAL DEVICES ETF | $9.38万 | 0.04% | 1,758 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP COM | $9.45万 | 0.04% | 304 | 0 | 0.0% | — | 不变 |
| — | PROSHARES MSCI EMERGING MARKETS DIVIDEND GROWERS ETF | $10.22万 | 0.04% | 2,232 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC COM | $10.28万 | 0.04% | 304 | -284 | -48.3% | -$9.60万 | 减仓 |
| DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | $10.87万 | 0.04% | 2,244 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC COM | $11.23万 | 0.05% | 497 | 0 | 0.0% | — | 不变 |
| — | NATIONAL BANKSHARES INC VA COM | $11.30万 | 0.05% | 3,104 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP COM | $11.56万 | 0.05% | 1,611 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL US REAL ESTATE ETF | $11.65万 | 0.05% | 4,925 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC COM | $11.72万 | 0.05% | 333 | 0 | 0.0% | — | 不变 |
| ILCV | ISHARES MORNINGSTAR VALUE ETF | $11.86万 | 0.05% | 1,273 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL U.S. SMALL CAP ETF | $12.13万 | 0.05% | 1,706 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $12.56万 | 0.05% | 518 | -9 | -1.7% | -$2,182 | 减仓 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $12.92万 | 0.05% | 279 | 1 | 0.4% | $463 | 加仓 |
| META | META PLATFORMS INC CL A | $13.04万 | 0.05% | 228 | 11 | 5.1% | $6,293 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $13.93万 | 0.06% | 570 | 0 | 0.0% | — | 不变 |
| EFAV | ISHARES MSCI EAFE MIN VOL FACTOR ETF | $14.49万 | 0.06% | 1,586 | 1,586 | — | $14.49万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $14.84万 | 0.06% | 302 | -1 | -0.3% | -$492 | 减仓 |
| CATH | GLOBAL X S&P 500 CATHOLIC VALUES CUSTOM ETF | $15.75万 | 0.06% | 2,015 | 249 | 14.1% | $1.95万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $15.80万 | 0.06% | 1,080 | -9 | -0.8% | -$1,316 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $16.19万 | 0.07% | 3,226 | 3 | 0.1% | $151 | 加仓 |
| VSEC | VSE CORP COM | $16.26万 | 0.07% | 882 | -35 | -3.8% | -$6,453 | 减仓 |
| VIOV | VANGUARD S&P SMALL-CAP 600 VALUE ETF | $16.28万 | 0.07% | 1,600 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD S&P 500 ETF | $16.73万 | 0.07% | 280 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC COM | $17.24万 | 0.07% | 557 | 11 | 2.0% | $3,406 | 加仓 |
| EMHY | ISHARES J.P. MORGAN EM HIGH YIELD BOND ETF | $17.38万 | 0.07% | 4,414 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $17.60万 | 0.07% | 2,390 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC CAP STK CL C | $18.16万 | 0.07% | 633 | 10 | 1.6% | $2,869 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $18.62万 | 0.08% | 2,300 | 0 | 0.0% | — | 不变 |
| IYR | ISHARES U.S. REAL ESTATE ETF | $18.78万 | 0.08% | 1,986 | 74 | 3.9% | $6,997 | 加仓 |
| ALLW | STATE STREET BRIDGEWATER ALL WEATHER ETF | $19.67万 | 0.08% | 6,819 | 1,704 | 33.3% | $4.92万 | 加仓 |
| DGS | WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND | $20.22万 | 0.08% | 3,364 | 0 | 0.0% | — | 不变 |
| FDM | FIRST TRUST DOW JONES SELECT MICROCAP INDEX FUND | $20.43万 | 0.08% | 2,489 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC CAP STK CL A | $21.03万 | 0.09% | 731 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO COM | $21.29万 | 0.09% | 2,800 | 1 | 0.0% | $76 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $21.52万 | 0.09% | 1,040 | 0 | 0.0% | — | 不变 |
| IAUM | ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST | $23.47万 | 0.10% | 5,025 | 20 | 0.4% | $934 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $24.39万 | 0.10% | 829 | 2 | 0.2% | $588 | 加仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $25.03万 | 0.10% | 702 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC COM | $27.67万 | 0.11% | 4,476 | 0 | 0.0% | — | 不变 |
| PKW | INVESCO BUYBACK ACHIEVERS ETF | $27.71万 | 0.11% | 2,111 | 3 | 0.1% | $394 | 加仓 |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $28.49万 | 0.12% | 6,074 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $29.38万 | 0.12% | 6,114 | 29 | 0.5% | $1,393 | 加仓 |
| RWL | INVESCO S&P 500 REVENUE ETF | $30.47万 | 0.12% | 2,652 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC COM | $32.03万 | 0.13% | 1,539 | -1 | -0.1% | -$208 | 减仓 |
| FDVV | FIDELITY HIGH DIVIDEND ETF | $32.26万 | 0.13% | 5,840 | 0 | 0.0% | — | 不变 |
| GDX | VANECK GOLD MINERS ETF | $33.63万 | 0.14% | 3,665 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC COM NEW | $34.91万 | 0.14% | 2,389 | 1,680 | 237.0% | $24.55万 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $35.18万 | 0.14% | 825 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD SMALL-CAP ETF | $36.73万 | 0.15% | 1,402 | 0 | 0.0% | — | 不变 |
| IYY | ISHARES DOW JONES U.S. ETF | $37.11万 | 0.15% | 2,342 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP COM | $37.85万 | 0.15% | 1,023 | 12 | 1.2% | $4,440 | 加仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $39.86万 | 0.16% | 15,546 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $41.79万 | 0.17% | 7,358 | -30,499 | -80.6% | -$173.20万 | 减仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $42.09万 | 0.17% | 603 | 0 | 0.0% | — | 不变 |
| QVAL | ALPHA ARCHITECT US QUANTITATIVE VALUE ETF | $42.11万 | 0.17% | 8,077 | 0 | 0.0% | — | 不变 |
| ILCG | ISHARES MORNINGSTAR GROWTH ETF | $45.40万 | 0.19% | 4,755 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP COM | $47.96万 | 0.20% | 703 | 1 | 0.1% | $682 | 加仓 |
| GIB | CGI INC CL A SUB VTG | $49.70万 | 0.20% | 6,799 | 19 | 0.3% | $1,389 | 加仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $51.38万 | 0.21% | 20,761 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC COM | $51.49万 | 0.21% | 2,029 | 54 | 2.7% | $1.37万 | 加仓 |
| VGLT | VANGUARD LONG-TERM TREASURY ETF | $53.10万 | 0.22% | 9,592 | -4,495 | -31.9% | -$24.88万 | 减仓 |