Aspect Partners, LLC
FAIRFAX VA · SEC CIK 0001985284
$2.68亿2026Q2 申报市值
678持仓数
64.0%前十大占比 · 第一大 16.7%
59 / 91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
SPY 加仓+$2,379.94万
IWM 加仓+$1,464.72万
IEMG 加仓+$278.36万
IGOV 加仓+$191.90万
IEFA 加仓+$167.55万
2026Q2 卖出最多 按季末市值估算
SCZ 减仓-$1,941.07万
IJR 减仓-$634.92万
GLD 减仓-$507.55万
BOXX 减仓-$441.86万
VIGI 减仓-$239.29万
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 |
|---|---|---|---|---|---|---|---|---|
| ANET | ARISTA NETWORKS INC COM SHS | $3.02万 | 0.01% | 178 | 3 | 1.7% | $510 | 加仓 |
| MCK | MCKESSON CORP COM | $3.10万 | 0.01% | 41 | -2 | -4.7% | -$1,511 | 减仓 |
| RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | $3.11万 | 0.01% | 384 | 384 | — | $3.11万 | 新建仓 |
| RTX | RTX CORPORATION COM | $3.13万 | 0.01% | 165 | 27 | 19.6% | $5,123 | 加仓 |
| LMT | LOCKHEED MARTIN CORP COM | $3.16万 | 0.01% | 62 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP COM | $3.18万 | 0.01% | 14 | 13 | 1,300.0% | $2.96万 | 加仓 |
| CMCSA | COMCAST CORP NEW CL A | $3.58万 | 0.01% | 1,459 | -52 | -3.4% | -$1,277 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $3.67万 | 0.01% | 480 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP COM | $3.84万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $4.14万 | 0.02% | 810 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC COM | $4.16万 | 0.02% | 474 | 87 | 22.5% | $7,636 | 加仓 |
| PM | PHILIP MORRIS INTL INC COM | $4.25万 | 0.02% | 235 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP COM | $4.31万 | 0.02% | 422 | -26 | -5.8% | -$2,657 | 减仓 |
| TJX | TJX COS INC NEW COM | $4.44万 | 0.02% | 293 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD VALUE ETF | $4.51万 | 0.02% | 207 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO COM | $4.62万 | 0.02% | 315 | 61 | 24.0% | $8,945 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $4.73万 | 0.02% | 92 | -3 | -3.2% | -$1,541 | 减仓 |
| TXN | TEXAS INSTRS INC COM | $4.77万 | 0.02% | 160 | -9 | -5.3% | -$2,683 | 减仓 |
| BA | BOEING CO COM | $4.86万 | 0.02% | 224 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC SHS | $4.93万 | 0.02% | 95 | 15 | 18.8% | $7,784 | 加仓 |
| DES | WISDOMTREE U.S. SMALLCAP DIVIDEND FUND | $5.13万 | 0.02% | 1,262 | 8 | 0.6% | $325 | 加仓 |
| VFH | VANGUARD FINANCIALS ETF | $5.34万 | 0.02% | 406 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC COM | $5.42万 | 0.02% | 75 | 2 | 2.7% | $1,446 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC COM | $5.46万 | 0.02% | 247 | 247 | — | $5.46万 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $5.48万 | 0.02% | 1,214 | 1,201 | 9,238.5% | $5.42万 | 加仓 |
| HON | HONEYWELL INTL INC COM | $5.53万 | 0.02% | 247 | -250 | -50.3% | -$5.60万 | 减仓 |
| CAT | CATERPILLAR INC COM | $5.54万 | 0.02% | 52 | 9 | 20.9% | $9,584 | 加仓 |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $5.68万 | 0.02% | 1,077 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD REAL ESTATE ETF | $5.70万 | 0.02% | 591 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $5.78万 | 0.02% | 1,600 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP COM | $5.86万 | 0.02% | 1,028 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION COM | $5.89万 | 0.02% | 63 | -5 | -7.4% | -$4,677 | 减仓 |
| ABBV | ABBVIE INC COM | $6.27万 | 0.02% | 249 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC CL A COM | $6.40万 | 0.02% | 261 | 3 | 1.2% | $736 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $6.47万 | 0.02% | 64 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $6.57万 | 0.02% | 768 | 701 | 1,046.3% | $5.99万 | 加仓 |
| GE | GE AEROSPACE COM NEW | $6.69万 | 0.02% | 179 | -3 | -1.6% | -$1,121 | 减仓 |
| PEP | PEPSICO INC COM | $6.76万 | 0.03% | 499 | 0 | 0.0% | — | 不变 |
| FREL | FIDELITY MSCI REAL ESTATE INDEX ETF | $6.80万 | 0.03% | 2,322 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC COM | $6.81万 | 0.03% | 58 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. COM | $6.83万 | 0.03% | 957 | 57 | 6.3% | $4,070 | 加仓 |
| FTI | TECHNIPFMC PLC COM | $6.97万 | 0.03% | 1,052 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD MID-CAP ETF | $6.99万 | 0.03% | 868 | 0 | 0.0% | — | 不变 |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $7.06万 | 0.03% | 700 | 0 | 0.0% | — | 不变 |
| — | PROSHARES MSCI EUROPE DIVIDEND GROWERS ETF | $7.07万 | 0.03% | 1,340 | 0 | 0.0% | — | 不变 |
| IYR | ISHARES U.S. REAL ESTATE ETF | $7.28万 | 0.03% | 712 | -1,274 | -64.1% | -$13.03万 | 减仓 |
| WMT | WALMART INC COM | $7.60万 | 0.03% | 671 | 0 | 0.0% | — | 不变 |
| VGSR | VERT GLOBAL SUSTAINABLE REAL ESTATE ETF | $7.74万 | 0.03% | 6,794 | 0 | 0.0% | — | 不变 |
| EYLD | CAMBRIA EMERGING SHAREHOLDER YIELD ETF | $7.80万 | 0.03% | 1,717 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP COM | $8.22万 | 0.03% | 304 | 0 | 0.0% | — | 不变 |
| V | VISA INC COM CL A | $8.38万 | 0.03% | 244 | -5 | -2.0% | -$1,718 | 减仓 |
| IHI | ISHARES U.S. MEDICAL DEVICES ETF | $8.69万 | 0.03% | 1,758 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC COM | $9.03万 | 0.03% | 703 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC COM | $9.13万 | 0.03% | 259 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP COM NEW | $9.27万 | 0.03% | 214 | -56 | -20.7% | -$2.43万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $9.33万 | 0.03% | 195 | 1 | 0.5% | $478 | 加仓 |
| LOW | LOWES COS INC COM | $9.48万 | 0.04% | 430 | 35 | 8.9% | $7,717 | 加仓 |
| CSCO | CISCO SYS INC COM | $9.76万 | 0.04% | 831 | -24 | -2.8% | -$2,819 | 减仓 |
| JCI | JOHNSON CTLS INTL PLC SHS | $9.83万 | 0.04% | 673 | -16 | -2.3% | -$2,338 | 减仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $9.90万 | 0.04% | 720 | 0 | 0.0% | — | 不变 |
| — | PROSHARES MSCI EMERGING MARKETS DIVIDEND GROWERS ETF | $10.05万 | 0.04% | 2,232 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC COM | $10.88万 | 0.04% | 319 | -10 | -3.0% | -$3,410 | 减仓 |
| TSLA | TESLA INC COM | $11.27万 | 0.04% | 268 | 50 | 22.9% | $2.10万 | 加仓 |
| — | NATIONAL BANKSHARES INC VA COM | $11.28万 | 0.04% | 3,104 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC COM | $11.76万 | 0.04% | 283 | -6 | -2.1% | -$2,494 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $11.89万 | 0.04% | 1,019 | -61 | -5.6% | -$7,116 | 减仓 |
| AMGN | AMGEN INC COM | $12.06万 | 0.04% | 333 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO COM | $12.11万 | 0.05% | 101 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP COM | $12.29万 | 0.05% | 1,611 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | $12.34万 | 0.05% | 2,244 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL US REAL ESTATE ETF | $12.88万 | 0.05% | 4,925 | 0 | 0.0% | — | 不变 |
| ILCV | ISHARES MORNINGSTAR VALUE ETF | $12.89万 | 0.05% | 1,273 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC COM | $13.48万 | 0.05% | 3,184 | -42 | -1.3% | -$1,778 | 减仓 |
| META | META PLATFORMS INC CL A | $13.74万 | 0.05% | 244 | 16 | 7.0% | $9,013 | 加仓 |
| — | DIMENSIONAL U.S. SMALL CAP ETF | $14.05万 | 0.05% | 1,706 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON COM | $14.48万 | 0.05% | 570 | 0 | 0.0% | — | 不变 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $15.08万 | 0.06% | 289 | 10 | 3.6% | $5,218 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $15.14万 | 0.06% | 302 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $15.92万 | 0.06% | 566 | 48 | 9.3% | $1.35万 | 加仓 |
| PSI | INVESCO SEMICONDUCTORS ETF | $17.12万 | 0.06% | 912 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION COM | $17.24万 | 0.06% | 1,040 | 0 | 0.0% | — | 不变 |
| CATH | GLOBAL X S&P 500 CATHOLIC VALUES CUSTOM ETF | $17.83万 | 0.07% | 2,015 | 0 | 0.0% | — | 不变 |
| EMHY | ISHARES J.P. MORGAN EM HIGH YIELD BOND ETF | $17.95万 | 0.07% | 4,414 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $18.67万 | 0.07% | 2,300 | 0 | 0.0% | — | 不变 |
| VIOV | VANGUARD S&P SMALL-CAP 600 VALUE ETF | $18.77万 | 0.07% | 1,600 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD S&P 500 ETF | $19.23万 | 0.07% | 280 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $19.31万 | 0.07% | 2,630 | 240 | 10.0% | $1.76万 | 加仓 |
| ALLW | STATE STREET BRIDGEWATER ALL WEATHER ETF | $19.96万 | 0.07% | 6,819 | 0 | 0.0% | — | 不变 |
| VSEC | VSE CORP COM | $20.11万 | 0.08% | 880 | -2 | -0.2% | -$457 | 减仓 |
| IAUM | ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST | $20.14万 | 0.08% | 5,035 | 10 | 0.2% | $400 | 加仓 |
| AVGO | BROADCOM INC COM | $20.44万 | 0.08% | 541 | -16 | -2.9% | -$6,046 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $20.74万 | 0.08% | 357 | -69 | -16.2% | -$4.01万 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $21.16万 | 0.08% | 599 | -34 | -5.4% | -$1.20万 | 减仓 |
| DGS | WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND | $21.77万 | 0.08% | 3,364 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO COM | $22.76万 | 0.08% | 2,800 | 0 | 0.0% | — | 不变 |
| FDM | FIRST TRUST DOW JONES SELECT MICROCAP INDEX FUND | $23.18万 | 0.09% | 2,489 | 0 | 0.0% | — | 不变 |
| GDX | VANECK GOLD MINERS ETF | $25.23万 | 0.09% | 3,344 | -321 | -8.8% | -$2.42万 | 减仓 |
| SCZ | ISHARES MSCI EAFE SMALL-CAP ETF | $25.59万 | 0.10% | 3,111 | -235,939 | -98.7% | -$1,941.07万 | 减仓 |
| INTC | INTEL CORP COM | $26.08万 | 0.10% | 1,868 | 44 | 2.4% | $6,144 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $26.60万 | 0.10% | 744 | 13 | 1.8% | $4,648 | 加仓 |