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 |
|---|---|---|---|---|---|---|---|---|
| — | HONEYWELL INTL INC COM | $11.23万 | 0.05% | 497 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | $10.87万 | 0.04% | 2,244 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC COM | $10.28万 | 0.04% | 304 | -284 | -48.3% | -$9.60万 | 减仓 |
| — | PROSHARES MSCI EMERGING MARKETS DIVIDEND GROWERS ETF | $10.22万 | 0.04% | 2,232 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP COM | $9.45万 | 0.04% | 304 | 0 | 0.0% | — | 不变 |
| IHI | ISHARES U.S. MEDICAL DEVICES ETF | $9.38万 | 0.04% | 1,758 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC COM | $9.33万 | 0.04% | 395 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO COM | $9.29万 | 0.04% | 101 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CTLS INTL PLC SHS | $9.02万 | 0.04% | 689 | 17 | 2.5% | $2,226 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $8.67万 | 0.04% | 426 | 60 | 16.4% | $1.22万 | 加仓 |
| NFLX | NETFLIX INC. COM | $8.65万 | 0.04% | 900 | 38 | 4.4% | $3,654 | 加仓 |
| PSI | INVESCO SEMICONDUCTORS ETF | $8.60万 | 0.04% | 912 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC COM | $8.52万 | 0.03% | 259 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC COM | $8.46万 | 0.03% | 703 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC COM | $8.34万 | 0.03% | 671 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES S&P 500 GROWTH ETF | $8.14万 | 0.03% | 720 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC COM | $8.10万 | 0.03% | 218 | -7 | -3.1% | -$2,602 | 减仓 |
| INTC | INTEL CORP COM | $8.05万 | 0.03% | 1,824 | 381 | 26.4% | $1.68万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $7.82万 | 0.03% | 289 | -24 | -7.7% | -$6,494 | 减仓 |
| PEP | PEPSICO INC COM | $7.75万 | 0.03% | 499 | 0 | 0.0% | — | 不变 |
| V | VISA INC COM CL A | $7.54万 | 0.03% | 249 | 0 | 0.0% | — | 不变 |
| FTI | TECHNIPFMC PLC COM | $7.27万 | 0.03% | 1,052 | 0 | 0.0% | — | 不变 |
| EYLD | CAMBRIA EMERGING SHAREHOLDER YIELD ETF | $7.11万 | 0.03% | 1,717 | 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 |
| VGSR | VERT GLOBAL SUSTAINABLE REAL ESTATE ETF | $7.02万 | 0.03% | 6,794 | 0 | 0.0% | — | 不变 |
| — | PROSHARES MSCI EUROPE DIVIDEND GROWERS ETF | $6.87万 | 0.03% | 1,340 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION COM | $6.78万 | 0.03% | 68 | -6 | -8.1% | -$5,979 | 减仓 |
| CSCO | CISCO SYS INC COM | $6.63万 | 0.03% | 855 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $6.57万 | 0.03% | 194 | 0 | 0.0% | — | 不变 |
| FREL | FIDELITY MSCI REAL ESTATE INDEX ETF | $6.25万 | 0.03% | 2,322 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD MID-CAP ETF | $6.23万 | 0.03% | 217 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP COM NEW | $5.77万 | 0.02% | 270 | 5 | 1.9% | $1,068 | 加仓 |
| ABBV | ABBVIE INC COM | $5.42万 | 0.02% | 249 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC COM | $5.41万 | 0.02% | 64 | -1 | -1.5% | -$846 | 减仓 |
| NET | CLOUDFLARE INC CL A COM | $5.32万 | 0.02% | 258 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC COM | $5.27万 | 0.02% | 329 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $5.27万 | 0.02% | 1,077 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD REAL ESTATE ETF | $5.24万 | 0.02% | 591 | -517 | -46.7% | -$4.59万 | 减仓 |
| GE | GE AEROSPACE COM NEW | $5.16万 | 0.02% | 182 | -6 | -3.2% | -$1,703 | 减仓 |
| GEV | GE VERNOVA INC COM | $5.06万 | 0.02% | 58 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP COM | $5.01万 | 0.02% | 1,028 | -187 | -15.4% | -$9,116 | 减仓 |
| VFH | VANGUARD FINANCIALS ETF | $4.90万 | 0.02% | 406 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $4.78万 | 0.02% | 810 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED CL A | $4.75万 | 0.02% | 95 | 2 | 2.2% | $999 | 加仓 |
| ITB | ISHARES U.S. HOME CONSTRUCTION ETF | $4.71万 | 0.02% | 520 | 1 | 0.2% | $90 | 加仓 |
| TJX | TJX COS INC NEW COM | $4.68万 | 0.02% | 293 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $4.65万 | 0.02% | 1,600 | 0 | 0.0% | — | 不变 |
| DES | WISDOMTREE U.S. SMALLCAP DIVIDEND FUND | $4.51万 | 0.02% | 1,254 | 4 | 0.3% | $144 | 加仓 |
| BA | BOEING CO COM | $4.47万 | 0.02% | 224 | 15 | 7.2% | $2,992 | 加仓 |
| CMCSA | COMCAST CORP NEW CL A | $4.34万 | 0.02% | 1,511 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD VALUE ETF | $4.06万 | 0.02% | 207 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP COM | $4.02万 | 0.02% | 448 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP COM | $3.98万 | 0.02% | 145 | 1 | 0.7% | $275 | 加仓 |
| LIN | LINDE PLC SHS | $3.97万 | 0.02% | 80 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC COM | $3.89万 | 0.02% | 235 | 0 | 0.0% | — | 不变 |
| AI | C3 AI INC CL A | $3.87万 | 0.02% | 4,592 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP COM | $3.75万 | 0.02% | 62 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP COM | $3.72万 | 0.02% | 43 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO COM | $3.67万 | 0.01% | 254 | 1 | 0.4% | $144 | 加仓 |
| MPC | MARATHON PETE CORP COM | $3.66万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC COM | $3.59万 | 0.01% | 387 | 0 | 0.0% | — | 不变 |
| HII | HUNTINGTON INGALLS INDS INC COM | $3.53万 | 0.01% | 93 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $3.49万 | 0.01% | 480 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC COM | $3.28万 | 0.01% | 169 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP COM | $3.21万 | 0.01% | 218 | 2 | 0.9% | $294 | 加仓 |
| CAT | CATERPILLAR INC COM | $3.05万 | 0.01% | 43 | 1 | 2.4% | $708 | 加仓 |
| EIX | EDISON INTL COM | $2.93万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP COM | $2.68万 | 0.01% | 135 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION COM | $2.66万 | 0.01% | 138 | 2 | 1.5% | $386 | 加仓 |
| AMAT | APPLIED MATLS INC COM | $2.50万 | 0.01% | 73 | 48 | 192.0% | $1.64万 | 加仓 |
| GILD | GILEAD SCIENCES INC COM | $2.47万 | 0.01% | 177 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC COM | $2.44万 | 0.01% | 335 | -1 | -0.3% | -$73 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD SHS | $2.36万 | 0.01% | 1,379 | 51 | 3.8% | $873 | 加仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIONS COM NEW | $2.31万 | 0.01% | 327 | 22 | 7.2% | $1,551 | 加仓 |
| SPGI | S&P GLOBAL INC COM | $2.30万 | 0.01% | 54 | 0 | 0.0% | — | 不变 |
| PFFA | VIRTUS INFRACAP U.S. PREFERRED STOCK ETF | $2.30万 | 0.01% | 1,128 | 27 | 2.5% | $550 | 加仓 |
| MS | MORGAN STANLEY COM NEW | $2.27万 | 0.01% | 138 | -19 | -12.1% | -$3,127 | 减仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $2.15万 | 0.01% | 175 | 7 | 4.2% | $859 | 加仓 |
| BLK | BLACKROCK INC COM | $2.12万 | 0.01% | 22 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC COM | $2.10万 | 0.01% | 135 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC SHS | $2.07万 | 0.01% | 58 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC COM | $2.05万 | 0.01% | 110 | -12 | -9.8% | -$2,240 | 减仓 |
| ADBE | ADOBE INC COM | $2.04万 | 0.01% | 84 | -10 | -10.6% | -$2,431 | 减仓 |
| ADI | ANALOG DEVICES INC COM | $2.04万 | 0.01% | 64 | 13 | 25.5% | $4,136 | 加仓 |
| BSCQ | INVESCO BULLETSHARES 2026 CORPORATE BOND ETF | $2.04万 | 0.01% | 1,042 | 0 | 0.0% | — | 不变 |
| BSCR | INVESCO BULLETSHARES 2027 CORPORATE BOND ETF | $2.02万 | 0.01% | 1,028 | 0 | 0.0% | — | 不变 |
| BSCS | INVESCO BULLETSHARES 2028 CORPORATE BOND ETF | $1.99万 | 0.01% | 975 | 0 | 0.0% | — | 不变 |
| BSCT | INVESCO BULLETSHARES 2029 CORPORATE BOND ETF | $1.97万 | 0.01% | 1,056 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO COM | $1.97万 | 0.01% | 65 | 43 | 195.5% | $1.30万 | 加仓 |
| ALL | ALLSTATE CORP COM | $1.91万 | 0.01% | 92 | 5 | 5.7% | $1,037 | 加仓 |
| DE | DEERE & CO COM | $1.86万 | 0.01% | 33 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC COM | $1.79万 | 0.01% | 139 | -44 | -24.0% | -$5,666 | 减仓 |
| TFC | TRUIST FINL CORP COM | $1.79万 | 0.01% | 389 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC COM | $1.75万 | 0.01% | 243 | -14 | -5.4% | -$1,007 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $1.75万 | 0.01% | 111 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC COM | $1.73万 | 0.01% | 10 | 4 | 66.7% | $6,916 | 加仓 |
| AMT | AMERICAN TOWER CORP COM | $1.73万 | 0.01% | 100 | 3 | 3.1% | $518 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $1.71万 | 0.01% | 41 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC COM | $1.70万 | 0.01% | 606 | -221 | -26.7% | -$6,206 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS COM | $1.70万 | 0.01% | 22 | 0 | 0.0% | — | 不变 |