Aspen Wealth Strategies, LLC 13F 持仓 · 2026年Q2
Aspen Wealth Strategies 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 89 只证券，申报市值合计 2.07 亿美元。前几大持仓：IVV（11.70%）、VTV（11.67%）、SCHG（8.48%）。本季前 25 大持仓中：增持 19 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $24.2M | 11.70% | 32,300 | 增持 |
| 2 | VTV | VANGUARD INDEX FDS | $24.1M | 11.67% | 110,634 | 增持 |
| 3 | SCHG | SCHWAB STRATEGIC TR | $17.5M | 8.48% | 518,026 | 增持 |
| 4 | IEFA | ISHARES TR | $16.1M | 7.80% | 166,874 | 增持 |
| 5 | MOAT | VANECK ETF TRUST | $9.7M | 4.70% | 93,536 | 减持 |
| 6 | AVGO | BROADCOM INC | $8.3M | 4.01% | 21,938 | 减持 |
| 7 | FMDE | FIDELITY COVINGTON TRUST | $8.0M | 3.86% | 196,721 | 增持 |
| 8 | CTA | SIMPLIFY EXCHANGE TRADED FUN | $6.9M | 3.35% | 266,834 | 增持 |
| 9 | SMLF | ISHARES TR | $6.8M | 3.27% | 75,838 | 增持 |
| 10 | XMHQ | INVESCO EXCHANGE TRADED FD T | $6.0M | 2.92% | 53,417 | 增持 |
| 11 | VBR | VANGUARD INDEX FDS | $4.5M | 2.19% | 18,638 | 增持 |
| 12 | GOOGL | ALPHABET INC | $4.2M | 2.05% | 11,831 | 减持 |
| 13 | AIQ | GLOBAL X FDS | $3.8M | 1.85% | 58,370 | 增持 |
| 14 | IYK | ISHARES TR | $3.6M | 1.76% | 50,014 | 增持 |
| 15 | VHT | VANGUARD WORLD FD | $3.5M | 1.67% | 11,573 | 增持 |
| 16 | SPYM | SPDR SERIES TRUST | $3.1M | 1.51% | 35,468 | 增持 |
| 17 | AAPL | APPLE INC | $2.8M | 1.37% | 9,793 | 减持 |
| 18 | PNC | PNC FINL SVCS GROUP INC | $2.7M | 1.28% | 10,773 | 增持 |
| 19 | JPM | JPMORGAN CHASE & CO | $2.6M | 1.27% | 8,013 | 减持 |
| 20 | ABBV | ABBVIE INC | $2.6M | 1.24% | 10,224 | 增持 |
| 21 | MSFT | MICROSOFT CORP | $2.5M | 1.23% | 6,811 | 增持 |
| 22 | JAAA | JANUS DETROIT STR TR | $2.0M | 0.98% | 40,217 | 增持 |
| 23 | DE | DEERE & CO | $1.8M | 0.89% | 2,906 | 增持 |
| 24 | JPST | J P MORGAN EXCHANGE TRADED F | $1.7M | 0.83% | 34,086 | 增持 |
| 25 | AMZN | AMAZON COM INC | $1.6M | 0.78% | 6,795 | 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