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 |
|---|---|---|---|---|---|---|---|---|
| XOVR | ERSHARES PRIVATE-PUBLIC CROSSOVER ETF | $7,600 | 0.00% | 450 | 0 | 0.0% | — | 不变 |
| MDB | MONGODB INC CL A | $7,588 | 0.00% | 31 | 8 | 34.8% | $1,958 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $7,444 | 0.00% | 19 | 2 | 11.8% | $784 | 加仓 |
| COPX | GLOBAL X COPPER MINERS ETF | $7,406 | 0.00% | 97 | 10 | 11.5% | $764 | 加仓 |
| CRCL | CIRCLE INTERNET GROUP INC COM CL A | $7,347 | 0.00% | 77 | 4 | 5.5% | $382 | 加仓 |
| TRV | TRAVELERS COMPANIES INC COM | $7,292 | 0.00% | 25 | 16 | 177.8% | $4,667 | 加仓 |
| WAB | WABTEC COM | $6,997 | 0.00% | 28 | 1 | 3.7% | $250 | 加仓 |
| XEL | XCEL ENERGY INC COM | $6,990 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| TTAN | SERVICETITAN INC SHS CL A | $6,981 | 0.00% | 110 | 2 | 1.9% | $127 | 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 |
| — | AMPLIFY ALTERNATIVE HARVEST ETF | $6,906 | 0.00% | 300 | 100 | 50.0% | $2,302 | 加仓 |
| DHI | D R HORTON INC COM | $6,861 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP COM | $6,840 | 0.00% | 109 | 2 | 1.9% | $126 | 加仓 |
| EBAY | EBAY INC. COM | $6,827 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| IQV | IQVIA HLDGS INC COM | $6,822 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| NIO | NIO INC SPON ADS | $6,820 | 0.00% | 1,131 | 0 | 0.0% | — | 不变 |
| CBOE | CBOE GLOBAL MKTS INC COM | $6,746 | 0.00% | 24 | 2 | 9.1% | $562 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | $6,733 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP COM | $6,702 | 0.00% | 24 | -2 | -7.7% | -$558 | 减仓 |
| IT | GARTNER INC COM | $6,650 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $6,627 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC COM | $6,613 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP COM | $6,422 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| POET | POET TECHNOLOGIES INC COM NEW | $6,403 | 0.00% | 1,078 | 95 | 9.7% | $564 | 加仓 |
| CBRE | CBRE GROUP INC CL A | $6,367 | 0.00% | 47 | -4 | -7.8% | -$542 | 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 |
| AJG | GALLAGHER ARTHUR J & CO COM | $6,281 | 0.00% | 29 | -2 | -6.5% | -$433 | 减仓 |
| KMI | KINDER MORGAN INC DEL COM | $6,270 | 0.00% | 187 | 0 | 0.0% | — | 不变 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $6,263 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| BSJR | INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETF | $6,128 | 0.00% | 274 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC COM | $6,118 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $6,113 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC COM | $6,017 | 0.00% | 54 | -44 | -44.9% | -$4,903 | 减仓 |
| AFL | AFLAC INC COM | $5,924 | 0.00% | 54 | 3 | 5.9% | $329 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC COM | $5,887 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S ADR | $5,879 | 0.00% | 160 | 15 | 10.3% | $551 | 加仓 |
| CELH | CELSIUS HLDGS INC COM NEW | $5,854 | 0.00% | 165 | 27 | 19.6% | $958 | 加仓 |
| URI | UNITED RENTALS INC COM | $5,829 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP COM | $5,694 | 0.00% | 48 | 2 | 4.3% | $237 | 加仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $5,668 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO COM | $5,664 | 0.00% | 39 | -23 | -37.1% | -$3,340 | 减仓 |
| WAT | WATERS CORP COM | $5,658 | 0.00% | 19 | 1 | 5.6% | $298 | 加仓 |
| APLD | APPLIED DIGITAL CORP COM NEW | $5,579 | 0.00% | 235 | 14 | 6.3% | $332 | 加仓 |
| KR | KROGER CO COM | $5,571 | 0.00% | 77 | 11 | 16.7% | $796 | 加仓 |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $5,552 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ROIV | ROIVANT SCIENCES LTD SHS | $5,540 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GROUP N.V. SHS CLASS A | $5,396 | 0.00% | 52 | 27 | 108.0% | $2,802 | 加仓 |
| MDT | MEDTRONIC PLC SHS | $5,372 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| TMFC | MOTLEY FOOL 100 INDEX ETF | $5,344 | 0.00% | 81 | 18 | 28.6% | $1,188 | 加仓 |
| BBAI | BIGBEAR AI HLDGS INC COM | $5,336 | 0.00% | 1,516 | 63 | 4.3% | $222 | 加仓 |
| O | REALTY INCOME CORP COM | $5,262 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| HSIC | SCHEIN HENRY INC COM | $5,233 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC COM | $5,227 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $5,166 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| LYFT | LYFT INC CL A COM | $5,094 | 0.00% | 383 | 50 | 15.0% | $665 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW COM | $5,035 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC COM | $5,027 | 0.00% | 21 | 1 | 5.0% | $239 | 加仓 |
| FHN | FIRST HORIZON CORPORATION COM | $5,007 | 0.00% | 220 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $4,983 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| JOBY | JOBY AVIATION INC COMMON STOCK | $4,799 | 0.00% | 581 | 35 | 6.4% | $289 | 加仓 |
| CPNG | COUPANG INC CL A | $4,758 | 0.00% | 252 | 17 | 7.2% | $321 | 加仓 |
| USAR | USA RARE EARTH INC COM | $4,707 | 0.00% | 311 | -1 | -0.3% | -$15 | 减仓 |
| T | AT&T INC COM | $4,697 | 0.00% | 162 | 21 | 14.9% | $609 | 加仓 |
| HUT | HUT 8 CORP COM | $4,691 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP COM | $4,680 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP CL A | $4,675 | 0.00% | 37 | 18 | 94.7% | $2,274 | 加仓 |
| CVS | CVS HEALTH CORP COM | $4,668 | 0.00% | 65 | 3 | 4.8% | $215 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC COM | $4,665 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| — | INFRACAP MLP ETF | $4,609 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION COM | $4,600 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW CL A | $4,579 | 0.00% | 14 | 1 | 7.7% | $327 | 加仓 |
| TXT | TEXTRON INC COM | $4,466 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $4,420 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP COM NEW | $4,417 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD SHS | $4,408 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP INC COM NEW | $4,387 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC SPONSORED ADS | $4,387 | 0.00% | 29 | 2 | 7.4% | $303 | 加仓 |
| SNA | SNAP ON INC COM | $4,359 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC COM | $4,351 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE OPER CO COM | $4,334 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC COM | $4,325 | 0.00% | 24 | 7 | 41.2% | $1,261 | 加仓 |
| AOS | SMITH A O CORP COM | $4,307 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| TEAM | ATLASSIAN CORPORATION CL A | $4,300 | 0.00% | 63 | 7 | 12.5% | $478 | 加仓 |
| PKG | PACKAGING CORP AMER COM | $4,244 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| IONQ | IONQ INC COM | $4,238 | 0.00% | 147 | 20 | 15.7% | $577 | 加仓 |
| BKNG | BOOKING HOLDINGS INC COM | $4,210 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| TLN | TALEN ENERGY CORP COM | $4,150 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| — | COTERRA ENERGY INC COM | $4,111 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| DYN | DYNE THERAPEUTICS INC COM | $4,079 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| GLXY | GALAXY DIGITAL INC. CL A | $4,059 | 0.00% | 220 | 11 | 5.3% | $203 | 加仓 |
| QYLD | GLOBAL X NASDAQ 100 COVERED CALL ETF | $4,009 | 0.00% | 234 | -428 | -64.7% | -$7,333 | 减仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $3,973 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| UTG | REAVES UTIL INCOME FD COM SH BEN INT | $3,928 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO COM | $3,901 | 0.00% | 338 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $3,889 | 0.00% | 31 | 20 | 181.8% | $2,509 | 加仓 |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $3,867 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| VTR | VENTAS INC COM | $3,844 | 0.00% | 47 | 25 | 113.6% | $2,045 | 加仓 |
| MSCI | MSCI INC COM | $3,773 | 0.00% | 7 | 0 | 0.0% | — | 不变 |