Aspect Partners, LLC
- SEC CIK
- 0001985284
- 最新申報
- 2026/7/16
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/2/16 申報。只含多頭部位。
- 持股檔數
- 540
- 2023 年第 3 季沒有申報
- 總值
- $1.55 億
- 2023 年第 3 季沒有申報
Aspect Partners, LLC 沒有申報 2023 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | 66,010 | $3,138 萬 | 20.2% | – | – | 歷史 |
| iShares Tr464287739 | U.S. REAL ES ETF | 167,841 | $1,534 萬 | 9.9% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 201,848 | $1,521 萬 | 9.8% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 35,473 | $841.5 萬 | 5.4% | – | – | – |
| iShares Tr46435G672 | CORE INTL AGGR | 137,872 | $686.6 萬 | 4.4% | – | – | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 113,128 | $453.2 萬 | 2.9% | – | – | – |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 336,670 | $447.8 萬 | 2.9% | – | – | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 45,046 | $445.4 萬 | 2.9% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 43,665 | $433.4 萬 | 2.8% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 59,682 | $419.9 萬 | 2.7% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 35,056 | $379.5 萬 | 2.4% | – | – | – |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 45,263 | $359.1 萬 | 2.3% | – | – | – |
| GLDSPDR Gold Trust | ETF | 14,687 | $280.8 萬 | 1.8% | – | – | 歷史 |
| Ea Series Trust02072L565 | ALPHA ARCH 1-3 | 22,456 | $236.1 萬 | 1.5% | – | – | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 69,458 | $215.4 萬 | 1.4% | – | – | – |
| IAUiShares Gold Trust | ETF | 53,236 | $207.8 萬 | 1.3% | – | – | 歷史 |
| SGOLabrdn Gold ETF Trust | ETF | 75,958 | $149.9 萬 | 1.0% | – | – | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 11,965 | $149.5 萬 | 1.0% | – | – | – |
| ETF Ser Solutions26922A321 | DISTILLATE US | 27,434 | $135.4 萬 | 0.9% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 23,801 | $120.4 萬 | 0.8% | – | – | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 14,687 | $113.7 萬 | 0.7% | – | – | – |
| iShares Inc46434G855 | MSCI GBL GOLD MN | 45,323 | $111.4 萬 | 0.7% | – | – | – |
| Cambria ETF Tr132061201 | SHSHLD YIELD ETF | 16,211 | $109.5 萬 | 0.7% | – | – | – |
| Vanguard Wellington FD921935508 | US MOMENTUM | 7,920 | $104.0 萬 | 0.7% | – | – | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 10,903 | $103.8 萬 | 0.7% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 5,162 | $103.6 萬 | 0.7% | – | – | – |
| SPDR Series Trust78464A490 | ST STR FTSE ETF | 23,283 | $97.6 萬 | 0.6% | – | – | – |
| VanEck ETF Trust92189F353 | EMERGING MRKT HI | 50,422 | $93.3 萬 | 0.6% | – | – | – |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 34,934 | $89.3 萬 | 0.6% | – | – | – |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 39,310 | $88.2 萬 | 0.6% | – | – | – |
| iShares Tr464288273 | EAFE SML CP ETF | 12,894 | $79.8 萬 | 0.5% | – | – | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 18,655 | $75.0 萬 | 0.5% | – | – | – |
| GIBCgi Inc | CL A | 6,780 | $72.7 萬 | 0.5% | – | – | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 4,426 | $69.4 萬 | 0.4% | – | – | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 5,963 | $66.0 萬 | 0.4% | – | – | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 10,125 | $65.7 萬 | 0.4% | – | – | – |
| PIMCO ETF Tr72201R304 | 15+ YR US TIPS | 11,134 | $63.1 萬 | 0.4% | – | – | – |
| iShares Tr46435G524 | INTL DIV GRWTH | 7,858 | $50.7 萬 | 0.3% | – | – | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 18,158 | $45.9 萬 | 0.3% | – | – | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 9,055 | $45.0 萬 | 0.3% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 9,043 | $44.6 萬 | 0.3% | – | – | – |
| AMZNAmazon Com Inc | Stock | 2,921 | $44.4 萬 | 0.3% | – | – | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 7,204 | $40.6 萬 | 0.3% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,131 | $40.3 萬 | 0.3% | – | – | 歷史 |
| ETF Ser Solutions26922B667 | DISTILLATE SMLMD | 11,659 | $40.2 萬 | 0.3% | – | – | – |
| AAPLApple Inc. | Stock | 1,979 | $38.1 萬 | 0.2% | – | – | 歷史 |
| Alpha Architect ETF Tr02072L102 | US QUAN VALUE | 8,916 | $36.1 萬 | 0.2% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 4,904 | $36.1 萬 | 0.2% | – | – | – |
| MSFTMicrosoft Corp | Stock | 939 | $35.3 萬 | 0.2% | – | – | 歷史 |
| State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391 | ETF | 16,376 | $34.8 萬 | 0.2% | – | – | – |
| NOCNorthrop Grumman Corp | Stock | 702 | $32.9 萬 | 0.2% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 5,172 | $30.5 萬 | 0.2% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 736 | $30.2 萬 | 0.2% | – | – | – |
| Vanguard World FD921910709 | EXTENDED DUR | 3,619 | $29.3 萬 | 0.2% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 2,804 | $28.0 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464287846 | DOW JONES US ETF | 2,342 | $27.3 萬 | 0.2% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,226 | $26.2 萬 | 0.2% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 825 | $25.0 萬 | 0.2% | – | – | – |
| Fidelity High Dividend ETF316092840 | ETF | 5,840 | $24.7 萬 | 0.2% | – | – | – |
| TMOThermo Fisher Scientific Inc. | Stock | 459 | $24.4 萬 | 0.2% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 6,417 | $24.2 萬 | 0.2% | – | – | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 1,548 | $24.0 萬 | 0.2% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 1,107 | $23.2 萬 | 0.1% | – | – | 歷史 |
| iShares Inc464286145 | MSCI FRONTIER | 8,649 | $22.7 萬 | 0.1% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 1,333 | $22.7 萬 | 0.1% | – | – | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 3,693 | $21.4 萬 | 0.1% | – | – | – |
| Invesco Exchange Traded FD T46137V308 | BUYBACK ACHIEV | 2,067 | $20.5 萬 | 0.1% | – | – | – |
| SLViShares Silver Trust | ETF | 8,781 | $19.1 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 702 | $18.4 萬 | 0.1% | – | – | – |
| Fidelity Covington Trust316092857 | MSCI RL EST ETF | 6,613 | $17.6 萬 | 0.1% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 319 | $16.8 萬 | 0.1% | – | – | 歷史 |
| WisdomTree Tr97717W281 | EMG MKTS SMCAP | 3,364 | $16.8 萬 | 0.1% | – | – | – |
| AMGNAmgen Inc | Stock | 579 | $16.7 萬 | 0.1% | – | – | 歷史 |
| iShares Inc464286285 | JP MRGN EM HI BD | 4,414 | $16.0 萬 | 0.1% | – | – | – |
| First Tr Dow Jones Select Mi33718M105 | COM SHS ANNUAL | 2,489 | $15.3 萬 | 0.1% | – | – | – |
| NVDANVIDIA Corp | Stock | 303 | $15.0 萬 | 0.1% | – | – | 歷史 |
| CVXChevron Corp | Stock | 1,004 | $15.0 萬 | 0.1% | – | – | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 1,355 | $14.6 萬 | 0.1% | – | – | – |
| Vanguard Admiral FDS Inc921932778 | SMLCP 600 VAL | 1,600 | $14.2 萬 | 0.1% | – | – | – |
| PEGPublic Service Enterprise Group Inc | COM | 2,294 | $14.0 萬 | 0.1% | – | – | 歷史 |
| ProShares Tr74347B847 | MSCI EMRG MKTS | 2,963 | $13.0 萬 | 0.1% | – | – | – |
| INTCIntel Corp | Stock | 2,379 | $12.0 萬 | 0.1% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 2,677 | $11.7 萬 | 0.1% | – | – | 歷史 |
| VSECVse Corp | COM | 1,694 | $10.9 萬 | 0.1% | – | – | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 269 | $10.1 萬 | 0.1% | – | – | 歷史 |
| NKSHNational Bankshares Inc | COM | 3,104 | $10.0 萬 | 0.1% | – | – | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 1,070 | $9.45 萬 | 0.1% | – | – | – |
| Vanguard Health Care ETF92204A504 | ETF | 373 | $9.35 萬 | 0.1% | – | – | – |
| JNJJohnson & Johnson | Stock | 578 | $9.06 萬 | 0.1% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 646 | $9.02 萬 | 0.1% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 302 | $8.95 萬 | 0.1% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 252 | $8.73 萬 | 0.1% | – | – | 歷史 |
| DDominion Energy, Inc | Stock | 1,797 | $8.45 萬 | 0.1% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 497 | $8.44 萬 | 0.1% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 591 | $8.33 萬 | 0.1% | – | – | 歷史 |
| LNTAlliant Energy Corp | Stock | 1,617 | $8.30 萬 | 0.1% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 714 | $7.78 萬 | 0.1% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 453 | $7.41 萬 | <0.1% | – | – | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 725 | $7.23 萬 | <0.1% | – | – | – |
| RGENRepligen Corp | COM | 400 | $7.19 萬 | <0.1% | – | – | 歷史 |