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 |
|---|---|---|---|---|---|---|---|---|
| KO | COCA COLA CO | $95.80万 | 0.03% | 12,596 | -1,063 | -7.8% | -$8.08万 | 减仓 |
| QSR | RESTAURANT BRANDS INTL INC | $96.60万 | 0.03% | 13,072 | -19 | -0.1% | -$1,404 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $100.26万 | 0.03% | 7,544 | -1,766 | -19.0% | -$23.47万 | 减仓 |
| MMM | 3M CO | $101.88万 | 0.03% | 7,014 | -174 | -2.4% | -$2.53万 | 减仓 |
| PAYX | PAYCHEX INC | $102.32万 | 0.03% | 11,107 | -10 | -0.1% | -$921 | 减仓 |
| AMAT | APPLIED MATLS INC | $103.02万 | 0.03% | 3,014 | -238 | -7.3% | -$8.13万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $105.33万 | 0.03% | 17,992 | 2,162 | 13.7% | $12.66万 | 加仓 |
| NFLX | NETFLIX INC. | $107.38万 | 0.03% | 11,168 | -2,245 | -16.7% | -$21.59万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $111.02万 | 0.03% | 36,185 | -9,467 | -20.7% | -$29.05万 | 减仓 |
| IWO | ISHARES TR | $114.04万 | 0.03% | 3,634 | -132 | -3.5% | -$4.14万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $115.06万 | 0.03% | 2,761 | -172 | -5.9% | -$7.17万 | 减仓 |
| LQD | ISHARES TR | $116.09万 | 0.03% | 10,651 | -167 | -1.5% | -$1.82万 | 减仓 |
| AOA | ISHARES TR | $117.86万 | 0.03% | 13,319 | 92 | 0.7% | $8,141 | 加仓 |
| GLD | SPDR GOLD TR | $120.65万 | 0.03% | 2,804 | 111 | 4.1% | $4.78万 | 加仓 |
| IWP | ISHARES TR | $123.23万 | 0.04% | 9,618 | -4,139 | -30.1% | -$53.03万 | 减仓 |
| EEMV | ISHARES INC | $124.20万 | 0.04% | 19,188 | -1,054 | -5.2% | -$6.82万 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST | $128.56万 | 0.04% | 39,901 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $134.12万 | 0.04% | 13,915 | 716 | 5.4% | $6.90万 | 加仓 |
| — | ISHARES TR | $138.74万 | 0.04% | 16,526 | -2,453 | -12.9% | -$20.59万 | 减仓 |
| HD | HOME DEPOT INC | $139.38万 | 0.04% | 4,238 | -805 | -16.0% | -$26.48万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $141.54万 | 0.04% | 4,683 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $144.48万 | 0.04% | 5,917 | -90 | -1.5% | -$2.20万 | 减仓 |
| UNP | UNION PAC CORP | $144.84万 | 0.04% | 5,970 | -540 | -8.3% | -$13.10万 | 减仓 |
| LLY | ELI LILLY & CO | $145.60万 | 0.04% | 1,583 | 681 | 75.5% | $62.64万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $146.68万 | 0.04% | 6,051 | 145 | 2.5% | $3.51万 | 加仓 |
| V | VISA INC | $147.45万 | 0.04% | 4,878 | -1,141 | -19.0% | -$34.49万 | 减仓 |
| WMT | WALMART INC | $149.25万 | 0.04% | 12,009 | -1,198 | -9.1% | -$14.89万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $149.78万 | 0.04% | 4,364 | -316 | -6.8% | -$10.85万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $153.81万 | 0.04% | 5,085 | 307 | 6.4% | $9.29万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $155.28万 | 0.04% | 3,107 | -360 | -10.4% | -$17.99万 | 减仓 |
| LOW | LOWES COS INC | $161.21万 | 0.05% | 6,823 | -438 | -6.0% | -$10.35万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $166.63万 | 0.05% | 54,632 | -1,177 | -2.1% | -$3.59万 | 减仓 |
| VO | VANGUARD INDEX FDS | $169.35万 | 0.05% | 5,897 | 12 | 0.2% | $3,446 | 加仓 |
| TSLA | TESLA INC | $171.04万 | 0.05% | 4,601 | -288 | -5.9% | -$10.71万 | 减仓 |
| BAC | BANK AMERICA CORP | $173.83万 | 0.05% | 35,658 | -209 | -0.6% | -$1.02万 | 减仓 |
| AMGN | AMGEN INC | $177.40万 | 0.05% | 5,042 | 305 | 6.4% | $10.73万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $177.59万 | 0.05% | 2,603 | 2,603 | — | $177.59万 | 新建仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $177.88万 | 0.05% | 40,018 | -1,354 | -3.3% | -$6.02万 | 减仓 |
| WFC | WELLS FARGO & CO | $180.35万 | 0.05% | 22,654 | 872 | 4.0% | $6.94万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $181.92万 | 0.05% | 17,719 | 981 | 5.9% | $10.07万 | 加仓 |
| MRK | MERCK & CO INC | $185.66万 | 0.05% | 15,434 | 251 | 1.7% | $3.02万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $188.95万 | 0.05% | 3,063 | -60 | -1.9% | -$3.70万 | 减仓 |
| ESML | ISHARES TR | $189.69万 | 0.05% | 40,343 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $192.61万 | 0.05% | 1,933 | -286 | -12.9% | -$28.50万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $194.74万 | 0.06% | 13,149 | 254 | 2.0% | $3.76万 | 加仓 |
| RTX | RTX CORPORATION | $194.75万 | 0.06% | 10,096 | 611 | 6.4% | $11.79万 | 加仓 |
| SHV | ISHARES TR | $196.84万 | 0.06% | 17,831 | -101 | -0.6% | -$1.11万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $200.09万 | 0.06% | 79,715 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $200.82万 | 0.06% | 35,362 | -4,418 | -11.1% | -$25.09万 | 减仓 |
| CAT | CATERPILLAR INC | $202.92万 | 0.06% | 2,864 | 327 | 12.9% | $23.17万 | 加仓 |
| BILL | BILL HOLDINGS INC | $208.32万 | 0.06% | 54,391 | -5,203 | -8.7% | -$19.93万 | 减仓 |
| ABBV | ABBVIE INC | $211.73万 | 0.06% | 9,735 | 293 | 3.1% | $6.37万 | 加仓 |
| EAGG | ISHARES TR | $212.29万 | 0.06% | 44,646 | -1,348 | -2.9% | -$6.41万 | 减仓 |
| CRM | SALESFORCE INC | $215.14万 | 0.06% | 11,525 | -102 | -0.9% | -$1.90万 | 减仓 |
| SDY | SPDR SERIES TRUST | $217.21万 | 0.06% | 14,883 | 330 | 2.3% | $4.82万 | 加仓 |
| DGRO | ISHARES TR | $222.10万 | 0.06% | 31,647 | 1,480 | 4.9% | $10.39万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $222.73万 | 0.06% | 23,700 | -545 | -2.2% | -$5.12万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $231.79万 | 0.07% | 2,000 | -1 | -0.0% | -$1,159 | 减仓 |
| AOM | ISHARES TR | $235.28万 | 0.07% | 49,669 | 4,451 | 9.8% | $21.08万 | 加仓 |
| ACWI | ISHARES TR | $238.59万 | 0.07% | 17,243 | 402 | 2.4% | $5.56万 | 加仓 |
| CSCO | CISCO SYS INC | $265.14万 | 0.08% | 34,171 | -292 | -0.8% | -$2.27万 | 减仓 |
| IWF | ISHARES TR | $266.29万 | 0.08% | 6,245 | -1,446 | -18.8% | -$61.66万 | 减仓 |
| CVX | CHEVRON CORPORATION | $266.61万 | 0.08% | 12,885 | 648 | 5.3% | $13.41万 | 加仓 |
| ORCL | ORACLE CORP | $272.86万 | 0.08% | 18,548 | -2,217 | -10.7% | -$32.61万 | 减仓 |
| PEP | PEPSICO INC | $273.00万 | 0.08% | 17,580 | 973 | 5.9% | $15.11万 | 加仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $287.06万 | 0.08% | 33,007 | 33,007 | — | $287.06万 | 新建仓 |
| ADBE | ADOBE INC | $292.55万 | 0.08% | 12,035 | -340 | -2.7% | -$8.26万 | 减仓 |
| QCOM | QUALCOMM INC | $319.63万 | 0.09% | 24,819 | 12,178 | 96.3% | $156.83万 | 加仓 |
| AVGO | BROADCOM INC | $322.51万 | 0.09% | 10,420 | -1,596 | -13.3% | -$49.40万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $329.63万 | 0.09% | 37,162 | -819 | -2.2% | -$7.26万 | 减仓 |
| TJX | TJX COS INC NEW | $341.28万 | 0.10% | 21,370 | -795 | -3.6% | -$12.70万 | 减仓 |
| IWR | ISHARES TR | $359.05万 | 0.10% | 36,928 | -2,397 | -6.1% | -$23.31万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $359.07万 | 0.10% | 5 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $361.83万 | 0.10% | 46,145 | -6,738 | -12.7% | -$52.83万 | 减仓 |
| SHY | ISHARES TR | $375.21万 | 0.11% | 45,441 | 3,288 | 7.8% | $27.15万 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $381.45万 | 0.11% | 126,518 | -4,086 | -3.1% | -$12.32万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $401.81万 | 0.11% | 20,936 | 2,940 | 16.3% | $56.43万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $409.58万 | 0.12% | 81,999 | 289 | 0.4% | $1.44万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $419.95万 | 0.12% | 26,688 | -337 | -1.2% | -$5.30万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $420.23万 | 0.12% | 29,094 | -2,367 | -7.5% | -$34.19万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $426.18万 | 0.12% | 85,605 | -3,106 | -3.5% | -$15.46万 | 减仓 |
| IUSG | ISHARES TR | $431.00万 | 0.12% | 27,787 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $431.79万 | 0.12% | 14,448 | 4 | 0.0% | $1,195 | 加仓 |
| RY | ROYAL BK CDA | $458.48万 | 0.13% | 28,340 | 258 | 0.9% | $4.17万 | 加仓 |
| IYY | ISHARES TR | $471.29万 | 0.13% | 29,744 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $474.87万 | 0.14% | 8,227 | 300 | 3.8% | $17.32万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $498.40万 | 0.14% | 194,382 | -33,018 | -14.5% | -$84.66万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $504.06万 | 0.14% | 20,620 | 754 | 3.8% | $18.43万 | 加仓 |
| EFAV | ISHARES TR | $510.37万 | 0.15% | 55,857 | -9,821 | -15.0% | -$89.73万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $538.74万 | 0.15% | 12,334 | -583 | -4.5% | -$25.47万 | 减仓 |
| META | META PLATFORMS INC | $545.41万 | 0.16% | 9,533 | -1,691 | -15.1% | -$96.75万 | 减仓 |
| SUSA | ISHARES TR | $554.91万 | 0.16% | 42,007 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $558.40万 | 0.16% | 32,913 | 6,757 | 25.8% | $114.64万 | 加仓 |
| ITOT | ISHARES TR | $573.07万 | 0.16% | 40,235 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $598.28万 | 0.17% | 28,726 | -4,826 | -14.4% | -$100.51万 | 减仓 |
| MNA | NEW YORK LIFE INVESTMENTS ET | $618.73万 | 0.18% | 170,215 | 18,548 | 12.2% | $67.42万 | 加仓 |
| DSI | ISHARES TR | $664.68万 | 0.19% | 54,846 | 0 | 0.0% | — | 不变 |
| QAI | NEW YORK LIFE INVESTMENTS ET | $671.56万 | 0.19% | 196,822 | 20,731 | 11.8% | $70.73万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $677.74万 | 0.19% | 72,300 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $736.07万 | 0.21% | 19,857 | -4,658 | -19.0% | -$172.67万 | 减仓 |