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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STREET SPDR S&P 500 ETF | $4,484.41万 | 16.73% | 60,051 | 31,870 | 113.1% | $2,379.94万 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $2,774.89万 | 10.35% | 74,989 | -3,157 | -4.0% | -$116.82万 | 减仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $1,857.14万 | 6.93% | 61,812 | 48,751 | 373.3% | $1,464.72万 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $1,850.63万 | 6.90% | 191,616 | 17,348 | 10.0% | $167.55万 | 加仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $1,534.08万 | 5.72% | 185,185 | 33,602 | 22.2% | $278.36万 | 加仓 |
| PDBC | INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF | $1,042.45万 | 3.89% | 656,455 | -35,504 | -5.1% | -$56.38万 | 减仓 |
| IGOV | ISHARES INTERNATIONAL TREASURY BOND ETF | $1,014.62万 | 3.79% | 247,288 | 46,771 | 23.3% | $191.90万 | 加仓 |
| BOXX | ALPHA ARCHITECT 1-3 MONTH BOX ETF | $930.20万 | 3.47% | 79,443 | -37,737 | -32.2% | -$441.86万 | 减仓 |
| RSSB | RETURN STACKED GLOBAL STOCKS & BONDS ETF | $889.09万 | 3.32% | 289,040 | 9,229 | 3.3% | $28.39万 | 加仓 |
| — | DISTILLATE SMALL/MID CASH FLOW ETF | $764.98万 | 2.85% | 189,539 | 24,478 | 14.8% | $98.79万 | 加仓 |
| XLRE | STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | $715.47万 | 2.67% | 162,495 | 17,292 | 11.9% | $76.14万 | 加仓 |
| IAU | ISHARES GOLD TRUST | $638.72万 | 2.38% | 84,588 | 11,098 | 15.1% | $83.80万 | 加仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $622.78万 | 2.32% | 62,920 | 8,599 | 15.8% | $85.11万 | 加仓 |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | $493.16万 | 1.84% | 57,065 | 1,641 | 3.0% | $14.18万 | 加仓 |
| FYLD | CAMBRIA FOREIGN SHAREHOLDER YIELD ETF | $426.24万 | 1.59% | 116,809 | -8,683 | -6.9% | -$31.68万 | 减仓 |
| DSTL | DISTILLATE US FUNDAMENTAL STABILITY & VALUE ETF | $346.57万 | 1.29% | 57,857 | 2,073 | 3.7% | $12.42万 | 加仓 |
| GLD | SPDR GOLD SHARES | $321.71万 | 1.20% | 8,733 | -13,778 | -61.2% | -$507.55万 | 减仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $294.04万 | 1.10% | 19,826 | -42,810 | -68.3% | -$634.92万 | 减仓 |
| SGOL | ABRDN PHYSICAL GOLD SHARES ETF | $292.08万 | 1.09% | 76,400 | -2,381 | -3.0% | -$9.10万 | 减仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $267.58万 | 1.00% | 3,634 | -23 | -0.6% | -$1.69万 | 减仓 |
| VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | $260.07万 | 0.97% | 27,851 | -25,626 | -47.9% | -$239.29万 | 减仓 |
| IBND | STATE STREET SPDR BLOOMBERG INTERNATIONAL CORPORATE BOND ETF | $254.96万 | 0.95% | 81,769 | 15,535 | 23.5% | $48.44万 | 加仓 |
| VFMO | VANGUARD U.S. MOMENTUM FACTOR ETF | $232.82万 | 0.87% | 9,331 | -492 | -5.0% | -$12.28万 | 减仓 |
| TFLO | ISHARES TREASURY FLOATING RATE BOND ETF | $212.13万 | 0.79% | 41,898 | -11,428 | -21.4% | -$57.86万 | 减仓 |
| SYLD | CAMBRIA SHAREHOLDER YIELD ETF | $200.68万 | 0.75% | 25,374 | -509 | -2.0% | -$4.03万 | 减仓 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $188.79万 | 0.70% | 33,617 | 1,371 | 4.3% | $7.70万 | 加仓 |
| — | CAMBRIA GLOBAL EW ETF | $168.15万 | 0.63% | 30,742 | 0 | 0.0% | — | 不变 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $167.35万 | 0.62% | 10,997 | -36 | -0.3% | -$5,478 | 减仓 |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $150.90万 | 0.56% | 4,402 | 1 | 0.0% | $343 | 加仓 |
| AKRE | AKRE FOCUS ETF | $145.53万 | 0.54% | 27,361 | -6,408 | -19.0% | -$34.08万 | 减仓 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $103.20万 | 0.39% | 10,699 | 4,901 | 84.5% | $47.28万 | 加仓 |
| FTGC | FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND | $101.92万 | 0.38% | 37,677 | -274 | -0.7% | -$7,412 | 减仓 |
| AMZN | AMAZON COM INC COM | $75.20万 | 0.28% | 3,155 | -4 | -0.1% | -$953 | 减仓 |
| RING | ISHARES MSCI GLOBAL GOLD MINERS ETF | $73.08万 | 0.27% | 11,313 | 0 | 0.0% | — | 不变 |
| IGRO | ISHARES INTERNATIONAL DIVIDEND GROWTH ETF | $64.95万 | 0.24% | 7,387 | -301 | -3.9% | -$2.65万 | 减仓 |
| GSG | ISHARES S&P GSCI COMMODITY INDEXED TRUST | $63.41万 | 0.24% | 22,171 | -1,458 | -6.2% | -$4.17万 | 减仓 |
| VGLT | VANGUARD LONG-TERM TREASURY ETF | $60.05万 | 0.22% | 10,883 | 1,291 | 13.5% | $7.12万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $58.19万 | 0.22% | 2,908 | -313 | -9.7% | -$6.26万 | 减仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $57.68万 | 0.22% | 4,826 | 2 | 0.0% | $239 | 加仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $57.23万 | 0.21% | 20,661 | -100 | -0.5% | -$2,770 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $55.84万 | 0.21% | 1,116 | -166 | -12.9% | -$8.31万 | 减仓 |
| ILCG | ISHARES MORNINGSTAR GROWTH ETF | $55.64万 | 0.21% | 4,755 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | $55.15万 | 0.21% | 6,730 | -1,465 | -17.9% | -$12.00万 | 减仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $49.88万 | 0.19% | 3,648 | 3,648 | — | $49.88万 | 新建仓 |
| IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $48.47万 | 0.18% | 9,580 | -7,983 | -45.5% | -$40.39万 | 减仓 |
| EFAV | ISHARES MSCI EAFE MIN VOL FACTOR ETF | $46.31万 | 0.17% | 5,280 | 3,694 | 232.9% | $32.40万 | 加仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $45.75万 | 0.17% | 15,546 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC COM | $45.40万 | 0.17% | 1,569 | -460 | -22.7% | -$13.31万 | 减仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $45.34万 | 0.17% | 6,627 | -731 | -9.9% | -$5.00万 | 减仓 |
| QVAL | ALPHA ARCHITECT US QUANTITATIVE VALUE ETF | $44.79万 | 0.17% | 8,077 | 0 | 0.0% | — | 不变 |
| GIB | CGI INC CL A SUB VTG | $43.90万 | 0.16% | 6,799 | 0 | 0.0% | — | 不变 |
| IYY | ISHARES DOW JONES U.S. ETF | $42.69万 | 0.16% | 2,342 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD SMALL-CAP ETF | $42.51万 | 0.16% | 1,402 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $40.98万 | 0.15% | 3,300 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP COM | $38.70万 | 0.14% | 1,038 | 15 | 1.5% | $5,593 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $37.90万 | 0.14% | 1,539 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $37.77万 | 0.14% | 3,957 | -3,811 | -49.1% | -$36.37万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $35.75万 | 0.13% | 702 | -1 | -0.1% | -$509 | 减仓 |
| FDVV | FIDELITY HIGH DIVIDEND ETF | $35.21万 | 0.13% | 5,840 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC COM NEW | $34.85万 | 0.13% | 2,386 | -3 | -0.1% | -$438 | 减仓 |
| MU | MICRON TECHNOLOGY INC COM | $34.53万 | 0.13% | 299 | -5 | -1.6% | -$5,774 | 减仓 |
| RWL | INVESCO S&P 500 REVENUE ETF | $33.88万 | 0.13% | 2,652 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES MSCI EAFE ETF | $32.91万 | 0.12% | 3,168 | -3,853 | -54.9% | -$40.02万 | 减仓 |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $31.45万 | 0.12% | 6,074 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC COM | $30.57万 | 0.11% | 4,476 | 0 | 0.0% | — | 不变 |
| PKW | INVESCO BUYBACK ACHIEVERS ETF | $29.96万 | 0.11% | 2,115 | 4 | 0.2% | $567 | 加仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $29.61万 | 0.11% | 6,114 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES RUSSELL 1000 ETF | $28.75万 | 0.11% | 702 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO COM | $27.14万 | 0.10% | 829 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC CAP STK CL A | $26.60万 | 0.10% | 744 | 13 | 1.8% | $4,648 | 加仓 |
| INTC | INTEL CORP COM | $26.08万 | 0.10% | 1,868 | 44 | 2.4% | $6,144 | 加仓 |
| SCZ | ISHARES MSCI EAFE SMALL-CAP ETF | $25.59万 | 0.10% | 3,111 | -235,939 | -98.7% | -$1,941.07万 | 减仓 |
| GDX | VANECK GOLD MINERS ETF | $25.23万 | 0.09% | 3,344 | -321 | -8.8% | -$2.42万 | 减仓 |
| FDM | FIRST TRUST DOW JONES SELECT MICROCAP INDEX FUND | $23.18万 | 0.09% | 2,489 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO COM | $22.76万 | 0.08% | 2,800 | 0 | 0.0% | — | 不变 |
| DGS | WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND | $21.77万 | 0.08% | 3,364 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC CAP STK CL C | $21.16万 | 0.08% | 599 | -34 | -5.4% | -$1.20万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $20.74万 | 0.08% | 357 | -69 | -16.2% | -$4.01万 | 减仓 |
| AVGO | BROADCOM INC COM | $20.44万 | 0.08% | 541 | -16 | -2.9% | -$6,046 | 减仓 |
| IAUM | ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST | $20.14万 | 0.08% | 5,035 | 10 | 0.2% | $400 | 加仓 |
| VSEC | VSE CORP COM | $20.11万 | 0.08% | 880 | -2 | -0.2% | -$457 | 减仓 |
| ALLW | STATE STREET BRIDGEWATER ALL WEATHER ETF | $19.96万 | 0.07% | 6,819 | 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 |
| VOO | VANGUARD S&P 500 ETF | $19.23万 | 0.07% | 280 | 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 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $18.67万 | 0.07% | 2,300 | 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 |
| CATH | GLOBAL X S&P 500 CATHOLIC VALUES CUSTOM ETF | $17.83万 | 0.07% | 2,015 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION COM | $17.24万 | 0.06% | 1,040 | 0 | 0.0% | — | 不变 |
| PSI | INVESCO SEMICONDUCTORS ETF | $17.12万 | 0.06% | 912 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $15.92万 | 0.06% | 566 | 48 | 9.3% | $1.35万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $15.14万 | 0.06% | 302 | 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 |
| JNJ | JOHNSON & JOHNSON COM | $14.48万 | 0.05% | 570 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL U.S. SMALL CAP ETF | $14.05万 | 0.05% | 1,706 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC CL A | $13.74万 | 0.05% | 244 | 16 | 7.0% | $9,013 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $13.48万 | 0.05% | 3,184 | -42 | -1.3% | -$1,778 | 减仓 |
| ILCV | ISHARES MORNINGSTAR VALUE ETF | $12.89万 | 0.05% | 1,273 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL US REAL ESTATE ETF | $12.88万 | 0.05% | 4,925 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | $12.34万 | 0.05% | 2,244 | 0 | 0.0% | — | 不变 |