ASPIRIANT, LLC
San Francisco CA · SEC CIK 0001433541
$35.11亿2026Q1 申报市值
338持仓数
64.0%前十大占比 · 第一大 12.3%
36 / 14新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VBR 加仓+$2,581.39万
IVV 加仓+$2,220.72万
IUSV 加仓+$1,031.28万
IEFA 加仓+$644.41万
ACWV 加仓+$386.40万
2026Q1 卖出最多 按季末市值估算
VTEB 减仓-$349.72万
AAPL 减仓-$293.03万
MSFT 减仓-$214.59万
IWV 减仓-$172.67万
EFV 减仓-$158.92万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| DIA | STATE STR SPDR DOW JONES IND | $35.11万 | 0.01% | 758 | -159 | -17.3% | -$7.36万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $35.29万 | 0.01% | 3,096 | 3,096 | — | $35.29万 | 新建仓 |
| NUEM | NUSHARES ETF TR | $35.35万 | 0.01% | 9,622 | 0 | 0.0% | — | 不变 |
| GLDM | WORLD GOLD TR | $36.17万 | 0.01% | 3,902 | 65 | 1.7% | $6,025 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $36.88万 | 0.01% | 412 | -19 | -4.4% | -$1.70万 | 减仓 |
| SPGI | S&P GLOBAL INC | $37.09万 | 0.01% | 872 | 872 | — | $37.09万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $38.65万 | 0.01% | 1,682 | -330 | -16.4% | -$7.58万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $39.28万 | 0.01% | 4,229 | 407 | 10.6% | $3.78万 | 加仓 |
| SBUX | STARBUCKS CORP | $39.58万 | 0.01% | 4,417 | -477 | -9.7% | -$4.27万 | 减仓 |
| ECL | ECOLAB INC | $39.93万 | 0.01% | 1,501 | -11 | -0.7% | -$2,926 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $40.38万 | 0.01% | 1,430 | 1,430 | — | $40.38万 | 新建仓 |
| — | SOLENO THERAPEUTICS INC | $40.60万 | 0.01% | 12,128 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD WORLD FD | $40.62万 | 0.01% | 1,301 | 1,301 | — | $40.62万 | 新建仓 |
| EFG | ISHARES TR | $40.76万 | 0.01% | 3,659 | -1 | -0.0% | -$111 | 减仓 |
| QUAL | ISHARES TR | $41.74万 | 0.01% | 2,175 | -189 | -8.0% | -$3.63万 | 减仓 |
| ESGE | ISHARES INC | $42.29万 | 0.01% | 9,300 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $42.56万 | 0.01% | 8,478 | 282 | 3.4% | $1.42万 | 加仓 |
| ETN | EATON CORP PLC | $43.03万 | 0.01% | 1,203 | -215 | -15.2% | -$7.69万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $43.30万 | 0.01% | 2,619 | 1,039 | 65.8% | $17.18万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $43.35万 | 0.01% | 4,328 | 453 | 11.7% | $4.54万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $43.37万 | 0.01% | 5,112 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $43.52万 | 0.01% | 9,466 | -255 | -2.6% | -$1.17万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $43.55万 | 0.01% | 14,067 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $44.27万 | 0.01% | 2,898 | 267 | 10.1% | $4.08万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $44.65万 | 0.01% | 3,410 | 3,410 | — | $44.65万 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $45.17万 | 0.01% | 15,732 | -1,281 | -7.5% | -$3.68万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $45.42万 | 0.01% | 9,026 | 9,026 | — | $45.42万 | 新建仓 |
| TOTL | SSGA ACTIVE ETF TR | $46.05万 | 0.01% | 11,592 | 320 | 2.8% | $1.27万 | 加仓 |
| GSK | GSK PLC | $46.88万 | 0.01% | 8,494 | 309 | 3.8% | $1.71万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $47.04万 | 0.01% | 1,828 | -570 | -23.8% | -$14.67万 | 减仓 |
| TTE | TOTALENERGIES SE | $47.22万 | 0.01% | 5,190 | 471 | 10.0% | $4.29万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $47.54万 | 0.01% | 15,809 | 778 | 5.2% | $2.34万 | 加仓 |
| SO | SOUTHERN CO | $47.57万 | 0.01% | 4,928 | 460 | 10.3% | $4.44万 | 加仓 |
| MDT | MEDTRONIC PLC | $48.17万 | 0.01% | 5,559 | 2,000 | 56.2% | $17.33万 | 加仓 |
| NOBL | PROSHARES TR | $48.83万 | 0.01% | 4,606 | 0 | 0.0% | — | 不变 |
| AVUS | AMERICAN CENTY ETF TR | $49.95万 | 0.01% | 4,493 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $50.66万 | 0.01% | 3,838 | 34 | 0.9% | $4,488 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $51.01万 | 0.01% | 17,541 | -1 | -0.0% | -$29 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $51.30万 | 0.01% | 7,014 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $51.38万 | 0.01% | 2,458 | 2,458 | — | $51.38万 | 新建仓 |
| TEM | TEMPUS AI INC | $51.46万 | 0.01% | 11,379 | 11,379 | — | $51.46万 | 新建仓 |
| SRE | SEMPRA | $51.93万 | 0.01% | 5,344 | 5,344 | — | $51.93万 | 新建仓 |
| VAW | VANGUARD WORLD FD | $52.37万 | 0.01% | 2,324 | -196 | -7.8% | -$4.42万 | 减仓 |
| TIP | ISHARES TR | $52.60万 | 0.01% | 4,766 | 393 | 9.0% | $4.34万 | 加仓 |
| IJJ | ISHARES TR | $52.68万 | 0.02% | 3,976 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $52.71万 | 0.02% | 1,695 | -82 | -4.6% | -$2.55万 | 减仓 |
| HYG | ISHARES TR | $53.35万 | 0.02% | 6,705 | -13,667 | -67.1% | -$108.74万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $54.65万 | 0.02% | 7,597 | -405 | -5.1% | -$2.91万 | 减仓 |
| BLK | BLACKROCK INC | $54.82万 | 0.02% | 570 | 149 | 35.4% | $14.33万 | 加仓 |
| SOXX | ISHARES TR | $55.31万 | 0.02% | 1,683 | 200 | 13.5% | $6.57万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $55.80万 | 0.02% | 35,658 | -334 | -0.9% | -$5,227 | 减仓 |
| INTC | INTEL CORP | $56.61万 | 0.02% | 12,828 | 669 | 5.5% | $2.95万 | 加仓 |
| DE | DEERE & CO | $56.84万 | 0.02% | 1,009 | 2 | 0.2% | $1,127 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $57.23万 | 0.02% | 4,370 | -114 | -2.5% | -$1.49万 | 减仓 |
| MS | MORGAN STANLEY | $57.59万 | 0.02% | 3,499 | -50 | -1.4% | -$8,230 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $57.60万 | 0.02% | 953 | 455 | 91.4% | $27.50万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $58.53万 | 0.02% | 7,647 | -776 | -9.2% | -$5.94万 | 减仓 |
| IDV | ISHARES TR | $58.82万 | 0.02% | 13,821 | 166 | 1.2% | $7,065 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $59.03万 | 0.02% | 3,682 | 1,250 | 51.4% | $20.04万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $59.57万 | 0.02% | 1,212 | -198 | -14.0% | -$9.73万 | 减仓 |
| BBHL | BBH TR | $61.53万 | 0.02% | 40,965 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC | $62.66万 | 0.02% | 4,288 | 4,288 | — | $62.66万 | 新建仓 |
| BBH | VANECK ETF TRUST | $62.93万 | 0.02% | 3,347 | -240 | -6.7% | -$4.51万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $63.00万 | 0.02% | 10,387 | 835 | 8.7% | $5.06万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $63.27万 | 0.02% | 3,392 | -1,988 | -37.0% | -$37.08万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $63.59万 | 0.02% | 17,299 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $64.25万 | 0.02% | 22,057 | -15,641 | -41.5% | -$45.56万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $69.67万 | 0.02% | 8,857 | -17 | -0.2% | -$1,337 | 减仓 |
| NN | NEXTNAV INC | $70.82万 | 0.02% | 44,206 | 44,206 | — | $70.82万 | 新建仓 |
| GEV | GE VERNOVA INC | $70.88万 | 0.02% | 812 | -141 | -14.8% | -$12.31万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $70.93万 | 0.02% | 3,849 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES TR | $72.77万 | 0.02% | 5,145 | -1 | -0.0% | -$141 | 减仓 |
| PVLA | PALVELLA THERAPEUTICS INC NE | $72.95万 | 0.02% | 5,852 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $74.70万 | 0.02% | 2,760 | -266 | -8.8% | -$7.20万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $74.72万 | 0.02% | 9,690 | 685 | 7.6% | $5.28万 | 加仓 |
| RDIV | INVESCO EXCH TRADED FD TR II | $74.75万 | 0.02% | 13,430 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES TR | $75.38万 | 0.02% | 7,883 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $75.73万 | 0.02% | 3,680 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD SCOTTSDALE FDS | $76.40万 | 0.02% | 12,829 | 1,677 | 15.0% | $9.99万 | 加仓 |
| — | HONEYWELL INTL INC | $76.51万 | 0.02% | 3,385 | 1,904 | 128.6% | $43.04万 | 加仓 |
| DHR | DANAHER CORP DEL | $77.37万 | 0.02% | 4,080 | -415 | -9.2% | -$7.87万 | 减仓 |
| FDX | FEDEX CORP | $77.46万 | 0.02% | 2,174 | -224 | -9.3% | -$7.98万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $77.48万 | 0.02% | 5,601 | 472 | 9.2% | $6.53万 | 加仓 |
| IUSB | ISHARES TR | $77.78万 | 0.02% | 16,839 | 2,819 | 20.1% | $13.02万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $80.43万 | 0.02% | 23,987 | -1,567 | -6.1% | -$5.25万 | 减仓 |
| IAU | ISHARES GOLD TR | $81.45万 | 0.02% | 9,239 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR | $81.80万 | 0.02% | 5,653 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $83.41万 | 0.02% | 986 | -12 | -1.2% | -$1.02万 | 减仓 |
| — | SPDR INDEX SHS FDS | $83.86万 | 0.02% | 12,092 | 0 | 0.0% | — | 不变 |
| — | ARCELLX INC | $84.19万 | 0.02% | 7,332 | -578 | -7.3% | -$6.64万 | 减仓 |
| USB | US BANCORP | $86.17万 | 0.02% | 16,568 | -1,113 | -6.3% | -$5.79万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $86.18万 | 0.02% | 4,723 | -234 | -4.7% | -$4.27万 | 减仓 |
| HDV | ISHARES TR | $89.63万 | 0.03% | 6,604 | 229 | 3.6% | $3.11万 | 加仓 |
| SLGN | SILGAN HLDGS INC | $89.74万 | 0.03% | 23,128 | -25 | -0.1% | -$970 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $90.56万 | 0.03% | 36,591 | 4,958 | 15.7% | $12.27万 | 加仓 |
| IVE | ISHARES TR | $93.59万 | 0.03% | 4,432 | 105 | 2.4% | $2.22万 | 加仓 |
| GE | GE AEROSPACE | $93.98万 | 0.03% | 3,311 | -1,175 | -26.2% | -$33.35万 | 减仓 |
| DVY | ISHARES TR | $94.71万 | 0.03% | 6,255 | 4 | 0.1% | $606 | 加仓 |
| PFE | PFIZER INC | $95.28万 | 0.03% | 33,933 | 5,300 | 18.5% | $14.88万 | 加仓 |
| MGK | VANGUARD WORLD FD | $95.43万 | 0.03% | 2,597 | -285 | -9.9% | -$10.47万 | 减仓 |