AC

Aspire Capital Advisors LLC

分散型投资策略趋势追踪型行业集中型

申报总市值

US$4.4亿

申报季度: 2026-03-31 · 持股只数: 122

Aspire Capital Advisors LLC在最新一期 13F 报告中披露了 122 项持股，申报期为 2026-03-31，总持股市值约为 US$4.4亿，季度换手率为 27.4%。

机构性格雪花图

集中度
15.18
持仓稳定性
27.36
动能／逆势
100
行业集中度
90.13
多样化
100
仓位均衡度
80.87

近期动向

  • 减仓 JIRE

    -73.8%　-US$793.6万

  • 加仓 TSME

    +146.6%　US$700.0万

  • 减仓 MSFT

    -1.3%　-US$554.6万

  • 加仓 VO

    +63.5%　US$659.6万

  • 减仓 XLG

    -52.6%　-US$567.5万

  • 减仓 AKRE

    -59.6%　-US$559.5万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1IWYIshares Russell Top 200 GrowETF-其他8.14%+0.52%+24.01%
2VOOVanguard S&p 500 ETFETF-大型股与成长7.79%+0.04%+10.03%
3DGRWWisdomtree U.s. Quality DiviETF-其他7.51%-0.23%+3.08%
4SCHDSchwab US Dvd Equity ETFETF-其他6.78%-0.08%-7.82%
5BNDVanguard Total Bond MarketETF-其他4.06%+0.26%+12.07%
6VOVanguard Mid-cap ETFETF-其他3.89%+1.38%+63.53%
7MSFTMicrosoft CORP股票-科技3.85%-1.47%-1.34%
8COWGPacer US Lrg Cap Cows Gr LdETF-其他3.77%+0.03%+9.67%
9RWLInvesco S&p 500 Revenue ETFETF-大型股与成长3.75%+0.47%+18.98%
10GLDSpdr Gold SharesETF-避险与商品3.32%+0.55%+15.29%
11DIVBIshares Core Dividend ETFETF-其他2.98%+0.50%+23.41%
12HELOJpmorgan Hedged Equity ETFETF-其他2.90%—+3.65%
13TSMEThrivent Sml-mdc Eq Etf-us IETF-其他2.65%+1.53%+146.63%
14JIVEJPM Interntl Value ETFETF-其他2.54%+2.54%NEW
15SPSMSs Spdr P S&p 600 Small CapETF-中小型股2.37%+0.07%+4.19%
16SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长1.76%-0.19%-1.39%
17VYMVanguard High Dvd Yield ETFETF-其他1.68%+0.29%+22.76%
18VYMIVanguard Int High Dvd Yld InETF-其他1.57%+0.97%+160.22%
19PAVEGlobal X US InfrastructureETF-其他1.37%+0.17%+11.76%
20IEFIshares 7-10 Year Treasury BETF-政府公债1.31%+0.11%+14.24%
21AAPLApple INC股票-科技1.27%-0.18%-1.94%
22COWZPacer US Cash Cows 100 ETFETF-其他1.23%—-1.69%
23JPSTJpmorgan Ultra-short IncomeETF-其他1.20%-0.24%-13.07%
24AMZNAmazon.com INC股票-周期性消费1.16%-0.12%+4.38%
25AVUVAvantis US Small Cap ValueETF-中小型股1.08%+0.39%+50.86%
26XLGInvesco S&p 500 Top 50 ETFETF-大型股与成长0.99%-1.38%-52.59%
27ARKQArk Autonomous Tech & RobotETF-科技型0.96%+0.96%NEW
28SCHBSchwab US Broad Market ETFETF-其他0.92%—+0.56%
29COSTCostco Wholesale CORP股票-非周期性消费0.88%+0.09%-0.43%
30CHRWC.h. Robinson Worldwide INC股票-工业0.73%—+0.12%
31JIREJpmorgan Int Res Enh EqtyETF-其他0.64%-1.90%-73.79%
32AIQGlobal X Art Intel & TechETF-科技型0.63%-0.82%-50.80%
33AKREAkre Focus ETFETF-其他0.61%-1.34%-59.59%
34IVVIshares Core S&p 500 ETFETF-大型股与成长0.57%—-0.75%
35BRK-BBerkshire Hathaway Inc-cl B股票-其他0.53%—-0.63%
36AGNGGlb X Aging Population ETFETF-其他0.52%+0.52%NEW
37NVDANvidia CORP股票-科技0.50%—-0.36%
38XLVSs Health Care Select SectorETF-其他0.50%+0.50%NEW
39PCARPaccar INC股票-工业0.48%—-0.67%
40GOOGLAlphabet Inc-cl A股票-通信服务0.47%—+2.10%
41SBUXStarbucks CORP股票-周期性消费0.44%—+3.24%
42GDEWisdomtree Efficient Gold PlETF-避险与商品0.38%—+4.80%
43VTIVanguard Total Stock Mkt ETFETF-其他0.33%—+1.77%
44PEYInvesco High Yield Equity DiETF-非投资级债0.33%+0.09%+36.58%
45JPIEJpmorgan Income ETFETF-其他0.32%+0.05%+24.64%
46XOMExxon Mobil CORP股票-能源0.30%+0.08%-0.64%
47BABoeing Co/the股票-工业0.30%—-2.14%
48MTUMIshares Msci USA Momentum FaETF-其他0.29%-0.11%-21.38%
49SPITF/m Emerald Spec Sit ETFETF-其他0.29%+0.11%+61.82%
50SMHVaneck Semiconductor ETFETF-其他0.28%——
1–50 of 122

本季持股变动

Aspire Capital Advisors LLC 在 2026-03-31 最显著的持仓异动： 新建仓: JPM Interntl Value ETF (JIVE); 新建仓: Ark Autonomous Tech & Robot (ARKQ); 清仓: Fidelity Msci Financial Indx (FNCL); 清仓: Global X Cybersecurity ETF (BUG); 新建仓: Glb X Aging Population ETF (AGNG).

Aspire Capital Advisors LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1TSMEThrivent Sml-mdc Eq Etf-us I+1.5%+146.63%加仓
2VOVanguard Mid-cap ETF+1.4%+63.53%加仓
3VYMIVanguard Int High Dvd Yld In+1%+160.22%加仓
4GLDSpdr Gold Shares+0.6%+15.29%加仓
5IWYIshares Russell Top 200 Grow+0.5%+24.01%加仓
6DIVBIshares Core Dividend ETF+0.5%+23.41%加仓
7RWLInvesco S&p 500 Revenue ETF+0.5%+18.98%加仓
8AVUVAvantis US Small Cap Value+0.4%+50.86%加仓
9VYMVanguard High Dvd Yield ETF+0.3%+22.76%加仓
10BNDVanguard Total Bond Market+0.3%+12.07%加仓
11PAVEGlobal X US Infrastructure+0.2%+11.76%加仓
12IEFIshares 7-10 Year Treasury B+0.1%+14.24%加仓
13SPITF/m Emerald Spec Sit ETF+0.1%+61.82%加仓
14COSTCostco Wholesale CORP+0.1%-0.43%减仓
15PEYInvesco High Yield Equity Di+0.1%+36.58%加仓
16XOMExxon Mobil CORP+0.1%-0.64%减仓
17SPSMSs Spdr P S&p 600 Small Cap+0.1%+4.19%加仓
18CVXChevron CORP+0.1%+1.93%加仓
19FDLFirst Trust Morn Dvd Lead In+0.1%+30.77%加仓
20JPIEJpmorgan Income ETF+0.1%+24.64%加仓
21VOOVanguard S&p 500 ETF0%+10.03%加仓
22COWGPacer US Lrg Cap Cows Gr Ld0%+9.67%加仓
23IPKWInvesco International Buybac-0.1%-26.29%减仓
24SCHDSchwab US Dvd Equity ETF-0.1%-7.82%减仓
25MTUMIshares Msci USA Momentum Fa-0.1%-21.38%减仓
26AMZNAmazon.com INC-0.1%+4.38%加仓
27AAPLApple INC-0.2%-1.94%减仓
28SPYSs Spdr S&p 500 ETF Trust-us-0.2%-1.39%减仓
29DGRWWisdomtree U.s. Quality Divi-0.2%+3.08%加仓
30JPSTJpmorgan Ultra-short Income-0.2%-13.07%减仓
31PTLCPacer Trendpilot US Large Ca-0.8%-86.69%减仓
32AIQGlobal X Art Intel & Tech-0.8%-50.80%减仓
33VPUVanguard Utilities ETF-1.1%-93.90%减仓
34AKREAkre Focus ETF-1.3%-59.59%减仓
35XLGInvesco S&p 500 Top 50 ETF-1.4%-52.59%减仓
36MSFTMicrosoft CORP-1.5%-1.34%减仓
37JIREJpmorgan Int Res Enh Eqty-1.9%-73.79%减仓
38JIVEJPM Interntl Value ETF—NEW新建仓
39ARKQArk Autonomous Tech & Robot—NEW新建仓
40FNCLFidelity Msci Financial Indx—EXIT清仓
41BUGGlobal X Cybersecurity ETF—EXIT清仓
42AGNGGlb X Aging Population ETF—NEW新建仓
43XLVSs Health Care Select Sector—NEW新建仓
44ENFRAlerian Energy Infrastructur—NEW新建仓
45CHWYChewy INC - Class A—EXIT清仓
46VLUSs Spdr S&p 1500 Value Tilt—NEW新建仓
47GLWCorning INC—NEW新建仓
48BILSs Spdr Bb 1-3m T-bill ETF—NEW新建仓
49RIORio Tinto Plc-spon Adr—NEW新建仓
50AVGOBroadcom INC—EXIT清仓

FAQ

Aspire Capital Advisors LLC 是什么机构？属于哪种投资人类型？
Aspire Capital Advisors LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$4.4亿，分布在 122 个已申报仓位之中。
Aspire Capital Advisors LLC 目前前几大持股有哪些？
根据最新 13F 申报，Aspire Capital Advisors LLC 按市值排列的前几大持股为： 1. Ishares Russell Top 200 Grow (IWY) — US$3614.0万 (8.1%) 2. Vanguard S&p 500 ETF (VOO) — US$3461.1万 (7.8%) 3. Wisdomtree U.s. Quality Divi (DGRW) — US$3336.6万 (7.5%) 4. Schwab US Dvd Equity ETF (SCHD) — US$3009.1万 (6.8%) 5. Vanguard Total Bond Market (BND) — US$1803.2万 (4.1%)
Aspire Capital Advisors LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Aspire Capital Advisors LLC 共进行了 50 项显著调整：新建仓 9 个仓位、加仓 22 个既有持股、减仓 15 个仓位，并完全清仓 4 个持股。 其中幅度最大的异动：新建仓: JPM Interntl Value ETF (JIVE); 新建仓: Ark Autonomous Tech & Robot (ARKQ); 清仓: Fidelity Msci Financial Indx (FNCL); 清仓: Global X Cybersecurity ETF (BUG); 新建仓: Glb X Aging Population ETF (AGNG)
Aspire Capital Advisors LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Aspire Capital Advisors LLC 的主要板块分布如下： • Information Technology: 50.6% • Consumer Discretionary: 14.9% • Consumer Staples: 9.1% • Communication Services: 6.9% • Financials: 5.2% • Industrials: 4.7%