Aspen Investment Management Inc 13F 持仓 · 2026年Q2
Aspen Investment Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 187 只证券，申报市值合计 3.72 亿美元。前几大持仓：SPY（6.69%）、RSP（3.82%）、IWM（3.33%）。本季前 25 大持仓中：增持 18 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $24.9M | 6.69% | 33,300 | 减持 |
| 2 | RSP | INVESCO EXCHANGE TRADED FD T | $14.2M | 3.82% | 66,777 | 增持 |
| 3 | IWM | ISHARES TR | $12.4M | 3.33% | 41,217 | 增持 |
| 4 | IEFA | ISHARES TR | $10.4M | 2.79% | 107,296 | 增持 |
| 5 | AAPL | APPLE INC | $9.9M | 2.67% | 34,299 | 增持 |
| 6 | MSFT | MICROSOFT CORP | $8.7M | 2.33% | 23,195 | 增持 |
| 7 | IGIB | ISHARES TR | $8.6M | 2.32% | 162,040 | 增持 |
| 8 | IGSB | ISHARES TR | $8.3M | 2.24% | 158,883 | 增持 |
| 9 | GLW | CORNING INC | $7.7M | 2.06% | 29,977 | 减持 |
| 10 | GOOGL | ALPHABET INC | $7.5M | 2.00% | 20,850 | 增持 |
| 11 | GS | GOLDMAN SACHS GROUP INC | $7.2M | 1.94% | 7,142 | 减持 |
| 12 | VIG | VANGUARD SPECIALIZED FUNDS | $6.9M | 1.86% | 29,260 | 增持 |
| 13 | JPM | JPMORGAN CHASE & CO | $6.7M | 1.81% | 20,540 | 增持 |
| 14 | VTI | VANGUARD INDEX FDS | $5.7M | 1.53% | 15,349 | 增持 |
| 15 | WMT | WALMART INC | $4.9M | 1.31% | 42,885 | 减持 |
| 16 | AMZN | AMAZON COM INC | $4.8M | 1.29% | 20,100 | 增持 |
| 17 | IVV | ISHARES TR | $4.8M | 1.29% | 6,403 | 增持 |
| 18 | JNJ | JOHNSON & JOHNSON | $4.7M | 1.26% | 18,458 | 增持 |
| 19 | MU | MICRON TECHNOLOGY INC | $4.7M | 1.26% | 4,060 | 减持 |
| 20 | NVDA | NVIDIA CORPORATION | $4.5M | 1.20% | 22,272 | 增持 |
| 21 | FPE | FIRST TR EXCH TRADED FD III | $4.4M | 1.19% | 246,947 | 减持 |
| 22 | SCHD | SCHWAB STRATEGIC TR | $4.4M | 1.18% | 138,852 | 增持 |
| 23 | LLY | ELI LILLY & CO | $4.0M | 1.08% | 3,349 | 增持 |
| 24 | BSCR | INVESCO EXCH TRD SLF IDX FD | $3.8M | 1.01% | 191,659 | 增持 |
| 25 | CAT | CATERPILLAR INC | $3.7M | 1.01% | 3,515 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR