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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $2,507.01万 | 10.25% | 78,146 | 9,581 | 14.0% | $307.37万 | 加仓 |
| SCZ | ISHARES MSCI EAFE SMALL-CAP ETF | $1,874.39万 | 7.66% | 239,050 | 223,846 | 1,472.3% | $1,755.18万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $1,832.74万 | 7.49% | 28,181 | -17,679 | -38.5% | -$1,149.75万 | 减仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $1,577.65万 | 6.45% | 174,268 | 16,951 | 10.8% | $153.46万 | 加仓 |
| BOXX | ALPHA ARCHITECT 1-3 MONTH BOX ETF | $1,362.68万 | 5.57% | 117,180 | 14,025 | 13.6% | $163.10万 | 加仓 |
| PDBC | INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF | $1,198.47万 | 4.90% | 691,959 | 226,954 | 48.8% | $393.08万 | 加仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $1,057.29万 | 4.32% | 151,583 | 32,213 | 27.0% | $224.69万 | 加仓 |
| GLD | SPDR GOLD SHARES | $968.63万 | 3.96% | 22,511 | -1,246 | -5.2% | -$53.61万 | 减仓 |
| IGOV | ISHARES INTERNATIONAL TREASURY BOND ETF | $823.32万 | 3.37% | 200,517 | 9,367 | 4.9% | $38.46万 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $778.63万 | 3.18% | 62,636 | 4,691 | 8.1% | $58.31万 | 加仓 |
| RSSB | RETURN STACKED GLOBAL STOCKS & BONDS ETF | $761.37万 | 3.11% | 279,811 | 17,837 | 6.8% | $48.53万 | 加仓 |
| IAU | ISHARES GOLD TRUST | $647.89万 | 2.65% | 73,490 | 2,921 | 4.1% | $25.75万 | 加仓 |
| — | DISTILLATE SMALL/MID CASH FLOW ETF | $617.71万 | 2.52% | 165,061 | 10,466 | 6.8% | $39.17万 | 加仓 |
| XLRE | STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | $592.86万 | 2.42% | 145,203 | 5,951 | 4.3% | $24.30万 | 加仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $539.24万 | 2.20% | 54,321 | 2,478 | 4.8% | $24.60万 | 加仓 |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | $480.47万 | 1.96% | 55,424 | 4,127 | 8.0% | $35.78万 | 加仓 |
| VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | $473.06万 | 1.93% | 53,477 | 78 | 0.1% | $6,900 | 加仓 |
| FYLD | CAMBRIA FOREIGN SHAREHOLDER YIELD ETF | $468.52万 | 1.92% | 125,492 | 1,105 | 0.9% | $4.13万 | 加仓 |
| SGOL | ABRDN PHYSICAL GOLD SHARES ETF | $351.52万 | 1.44% | 78,781 | -384 | -0.5% | -$1.71万 | 减仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $323.91万 | 1.32% | 13,061 | -21,678 | -62.4% | -$537.61万 | 减仓 |
| DSTL | DISTILLATE US FUNDAMENTAL STABILITY & VALUE ETF | $322.88万 | 1.32% | 55,784 | 980 | 1.8% | $5.67万 | 加仓 |
| TFLO | ISHARES TREASURY FLOATING RATE BOND ETF | $269.99万 | 1.10% | 53,326 | 29,259 | 121.6% | $148.14万 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $211.06万 | 0.86% | 3,657 | 44 | 1.2% | $2.54万 | 加仓 |
| IBND | SPDR BLOOMBERG INTERNATIONAL CORPORATE BOND ETF | $205.86万 | 0.84% | 66,234 | 2,776 | 4.4% | $8.63万 | 加仓 |
| SYLD | CAMBRIA SHAREHOLDER YIELD ETF | $195.18万 | 0.80% | 25,883 | 849 | 3.4% | $6.40万 | 加仓 |
| VFMO | VANGUARD U.S. MOMENTUM FACTOR ETF | $193.61万 | 0.79% | 9,823 | 264 | 2.8% | $5.20万 | 加仓 |
| AKRE | AKRE FOCUS ETF | $178.47万 | 0.73% | 33,769 | -2,955 | -8.0% | -$15.62万 | 减仓 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $170.92万 | 0.70% | 16,123 | 315 | 2.0% | $3.34万 | 加仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $161.02万 | 0.66% | 11,033 | 33 | 0.3% | $4,816 | 加仓 |
| — | CAMBRIA GLOBAL EW ETF | $155.02万 | 0.63% | 30,742 | 0 | 0.0% | — | 不变 |
| FTGC | FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND | $108.96万 | 0.45% | 37,951 | -18,601 | -32.9% | -$53.40万 | 减仓 |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $105.62万 | 0.43% | 4,401 | -30 | -0.7% | -$7,200 | 减仓 |
| RING | ISHARES MSCI GLOBAL GOLD MINERS ETF | $89.35万 | 0.37% | 11,313 | 0 | 0.0% | — | 不变 |
| IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $87.89万 | 0.36% | 17,563 | 4,448 | 33.9% | $22.26万 | 加仓 |
| GSG | ISHARES S&P GSCI COMMODITY INDEXED TRUST | $76.20万 | 0.31% | 23,629 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES MSCI EAFE ETF | $68.19万 | 0.28% | 7,021 | 4 | 0.1% | $389 | 加仓 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $67.30万 | 0.28% | 7,768 | 73 | 0.9% | $6,325 | 加仓 |
| AMZN | AMAZON COM INC COM | $65.79万 | 0.27% | 3,159 | 24 | 0.8% | $4,998 | 加仓 |
| IGRO | ISHARES INTERNATIONAL DIVIDEND GROWTH ETF | $64.40万 | 0.26% | 7,688 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP COM | $61.89万 | 0.25% | 3,648 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $61.43万 | 0.25% | 1,282 | -21 | -1.6% | -$1.01万 | 减仓 |
| DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | $58.11万 | 0.24% | 8,195 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION COM | $56.17万 | 0.23% | 3,221 | -1,223 | -27.5% | -$21.33万 | 减仓 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $53.77万 | 0.22% | 5,798 | 2,189 | 60.7% | $20.30万 | 加仓 |
| VGLT | VANGUARD LONG-TERM TREASURY ETF | $53.10万 | 0.22% | 9,592 | -4,495 | -31.9% | -$24.88万 | 减仓 |
| AAPL | APPLE INC COM | $51.49万 | 0.21% | 2,029 | 54 | 2.7% | $1.37万 | 加仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $51.38万 | 0.21% | 20,761 | 0 | 0.0% | — | 不变 |
| GIB | CGI INC CL A SUB VTG | $49.70万 | 0.20% | 6,799 | 19 | 0.3% | $1,389 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $47.96万 | 0.20% | 703 | 1 | 0.1% | $682 | 加仓 |
| ILCG | ISHARES MORNINGSTAR GROWTH ETF | $45.40万 | 0.19% | 4,755 | 0 | 0.0% | — | 不变 |
| QVAL | ALPHA ARCHITECT US QUANTITATIVE VALUE ETF | $42.11万 | 0.17% | 8,077 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $42.09万 | 0.17% | 603 | 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 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $39.86万 | 0.16% | 15,546 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP COM | $37.85万 | 0.15% | 1,023 | 12 | 1.2% | $4,440 | 加仓 |
| IYY | ISHARES DOW JONES U.S. ETF | $37.11万 | 0.15% | 2,342 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD SMALL-CAP ETF | $36.73万 | 0.15% | 1,402 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $35.18万 | 0.14% | 825 | 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 |
| GDX | VANECK GOLD MINERS ETF | $33.63万 | 0.14% | 3,665 | 0 | 0.0% | — | 不变 |
| FDVV | FIDELITY HIGH DIVIDEND ETF | $32.26万 | 0.13% | 5,840 | 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 |
| RWL | INVESCO S&P 500 REVENUE ETF | $30.47万 | 0.12% | 2,652 | 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 |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $28.49万 | 0.12% | 6,074 | 0 | 0.0% | — | 不变 |
| PKW | INVESCO BUYBACK ACHIEVERS ETF | $27.71万 | 0.11% | 2,111 | 3 | 0.1% | $394 | 加仓 |
| D | DOMINION ENERGY INC COM | $27.67万 | 0.11% | 4,476 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES RUSSELL 1000 ETF | $25.03万 | 0.10% | 702 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO COM | $24.39万 | 0.10% | 829 | 2 | 0.2% | $588 | 加仓 |
| IAUM | ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST | $23.47万 | 0.10% | 5,025 | 20 | 0.4% | $934 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $21.52万 | 0.09% | 1,040 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO COM | $21.29万 | 0.09% | 2,800 | 1 | 0.0% | $76 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $21.03万 | 0.09% | 731 | 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 |
| DGS | WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND | $20.22万 | 0.08% | 3,364 | 0 | 0.0% | — | 不变 |
| ALLW | STATE STREET BRIDGEWATER ALL WEATHER ETF | $19.67万 | 0.08% | 6,819 | 1,704 | 33.3% | $4.92万 | 加仓 |
| IYR | ISHARES U.S. REAL ESTATE ETF | $18.78万 | 0.08% | 1,986 | 74 | 3.9% | $6,997 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $18.62万 | 0.08% | 2,300 | 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 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $17.60万 | 0.07% | 2,390 | 0 | 0.0% | — | 不变 |
| EMHY | ISHARES J.P. MORGAN EM HIGH YIELD BOND ETF | $17.38万 | 0.07% | 4,414 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC COM | $17.24万 | 0.07% | 557 | 11 | 2.0% | $3,406 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $16.73万 | 0.07% | 280 | 0 | 0.0% | — | 不变 |
| VIOV | VANGUARD S&P SMALL-CAP 600 VALUE ETF | $16.28万 | 0.07% | 1,600 | 0 | 0.0% | — | 不变 |
| VSEC | VSE CORP COM | $16.26万 | 0.07% | 882 | -35 | -3.8% | -$6,453 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $16.19万 | 0.07% | 3,226 | 3 | 0.1% | $151 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $15.80万 | 0.06% | 1,080 | -9 | -0.8% | -$1,316 | 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 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $14.84万 | 0.06% | 302 | -1 | -0.3% | -$492 | 减仓 |
| EFAV | ISHARES MSCI EAFE MIN VOL FACTOR ETF | $14.49万 | 0.06% | 1,586 | 1,586 | — | $14.49万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON COM | $13.93万 | 0.06% | 570 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC CL A | $13.04万 | 0.05% | 228 | 11 | 5.1% | $6,293 | 加仓 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $12.92万 | 0.05% | 279 | 1 | 0.4% | $463 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $12.56万 | 0.05% | 518 | -9 | -1.7% | -$2,182 | 减仓 |
| — | DIMENSIONAL U.S. SMALL CAP ETF | $12.13万 | 0.05% | 1,706 | 0 | 0.0% | — | 不变 |
| ILCV | ISHARES MORNINGSTAR VALUE ETF | $11.86万 | 0.05% | 1,273 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC COM | $11.72万 | 0.05% | 333 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL US REAL ESTATE ETF | $11.65万 | 0.05% | 4,925 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP COM | $11.56万 | 0.05% | 1,611 | 0 | 0.0% | — | 不变 |
| — | NATIONAL BANKSHARES INC VA COM | $11.30万 | 0.05% | 3,104 | 0 | 0.0% | — | 不变 |