ASPIRIANT, LLC
San Francisco CA · SEC CIK 0001433541
$40.51亿2026Q2 申报市值
400持仓数
64.2%前十大占比 · 第一大 15.9%
71 / 13新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IVV 加仓+$1.49亿
AGG 加仓+$390.93万
FBND 加仓+$383.57万
VTI 加仓+$334.39万
VOTE 加仓+$313.78万
2026Q2 卖出最多 按季末市值估算
VTIP 清仓-$409.58万
NVDA 减仓-$230.42万
BRK/A 减仓-$224.66万
CSCO 减仓-$145.51万
DEM 减仓-$130.70万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| EAGG | ISHARES TR | $204.90万 | 0.05% | 43,218 | -1,428 | -3.2% | -$6.77万 | 减仓 |
| BAC | BANK OF AMER CORP | $207.40万 | 0.05% | 36,398 | 740 | 2.1% | $4.22万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $215.47万 | 0.05% | 3,063 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $220.04万 | 0.05% | 23,847 | 147 | 0.6% | $1.36万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $220.61万 | 0.05% | 2,357 | 424 | 21.9% | $39.69万 | 加仓 |
| ESML | ISHARES TR | $225.64万 | 0.06% | 40,343 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $225.64万 | 0.06% | 17,559 | 2,125 | 13.8% | $27.31万 | 加仓 |
| LLY | ELI LILLY & CO | $229.45万 | 0.06% | 1,913 | 330 | 20.8% | $39.58万 | 加仓 |
| SDY | SPDR SERIES TRUST | $229.88万 | 0.06% | 15,105 | 222 | 1.5% | $3.38万 | 加仓 |
| EEM | ISHARES TR | $231.80万 | 0.06% | 33,882 | -1,480 | -4.2% | -$10.13万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $233.34万 | 0.06% | 80,573 | 858 | 1.1% | $2.48万 | 加仓 |
| AMAT | APPLIED MATLS INC | $239.96万 | 0.06% | 3,319 | 305 | 10.1% | $22.05万 | 加仓 |
| CVX | CHEVRON CORPORATION | $241.91万 | 0.06% | 14,592 | 1,707 | 13.2% | $28.30万 | 加仓 |
| PEP | PEPSICO INC | $245.18万 | 0.06% | 18,108 | 528 | 3.0% | $7.15万 | 加仓 |
| TSLA | TESLA INC | $246.26万 | 0.06% | 5,855 | 1,254 | 27.3% | $52.74万 | 加仓 |
| AOM | ISHARES TR | $247.80万 | 0.06% | 49,669 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $255.86万 | 0.06% | 21,783 | -12,388 | -36.3% | -$145.51万 | 减仓 |
| VO | VANGUARD INDEX FDS | $257.88万 | 0.06% | 32,006 | 8,418 | 35.7% | $67.83万 | 加仓 |
| ABBV | ABBVIE INC | $265.56万 | 0.07% | 10,553 | 818 | 8.4% | $20.58万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $266.67万 | 0.07% | 2,002 | 2 | 0.1% | $2,664 | 加仓 |
| ACWI | ISHARES TR | $270.66万 | 0.07% | 17,243 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $284.45万 | 0.07% | 19,410 | 862 | 4.6% | $12.63万 | 加仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $310.44万 | 0.08% | 27,960 | -5,047 | -15.3% | -$56.04万 | 减仓 |
| CAT | CATERPILLAR INC | $320.44万 | 0.08% | 3,008 | 144 | 5.0% | $15.34万 | 加仓 |
| TJX | TJX COS INC NEW | $323.48万 | 0.08% | 21,352 | -18 | -0.1% | -$2,727 | 减仓 |
| IWF | ISHARES TR | $328.25万 | 0.08% | 26,435 | 1,455 | 5.8% | $18.07万 | 加仓 |
| SHY | ISHARES TR | $348.36万 | 0.09% | 42,425 | -3,016 | -6.6% | -$24.76万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $368.22万 | 0.09% | 38,183 | 1,021 | 2.7% | $9.85万 | 加仓 |
| SCZ | ISHARES TR | $372.04万 | 0.09% | 45,220 | -925 | -2.0% | -$7.61万 | 减仓 |
| DBMF | LITMAN GREGORY FDS TR | $378.47万 | 0.09% | 123,644 | -2,874 | -2.3% | -$8.80万 | 减仓 |
| DGRO | ISHARES TR | $380.60万 | 0.09% | 50,217 | 18,570 | 58.7% | $140.74万 | 加仓 |
| IWR | ISHARES TR | $405.34万 | 0.10% | 36,742 | -186 | -0.5% | -$2.05万 | 减仓 |
| — | EXXON MOBIL CORP | $435.04万 | 0.11% | 31,820 | -1,093 | -3.3% | -$14.94万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $440.16万 | 0.11% | 30,016 | 922 | 3.2% | $13.52万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $441.40万 | 0.11% | 20,744 | -192 | -0.9% | -$4.09万 | 减仓 |
| AVGO | BROADCOM INC | $468.22万 | 0.12% | 12,395 | 1,975 | 19.0% | $74.61万 | 加仓 |
| QCOM | QUALCOMM INC | $478.94万 | 0.12% | 25,917 | 1,098 | 4.4% | $20.29万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $484.34万 | 0.12% | 26,160 | -528 | -2.0% | -$9.78万 | 减仓 |
| EFAV | ISHARES TR | $487.30万 | 0.12% | 55,558 | -299 | -0.5% | -$2.62万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $507.55万 | 0.13% | 19,981 | -639 | -3.1% | -$16.23万 | 减仓 |
| VV | VANGUARD INDEX FDS | $509.55万 | 0.13% | 14,815 | 367 | 2.5% | $12.62万 | 加仓 |
| IUSG | ISHARES TR | $532.16万 | 0.13% | 28,293 | 506 | 1.8% | $9.52万 | 加仓 |
| IYY | ISHARES TR | $542.17万 | 0.13% | 29,744 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $572.87万 | 0.14% | 10,170 | 637 | 6.7% | $35.88万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $572.87万 | 0.14% | 115,081 | 29,476 | 34.4% | $146.73万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $572.90万 | 0.14% | 194,663 | 281 | 0.1% | $8,270 | 加仓 |
| RY | ROYAL BK CDA | $606.13万 | 0.15% | 29,286 | 946 | 3.3% | $19.58万 | 加仓 |
| SUSA | ISHARES TR | $625.02万 | 0.15% | 40,507 | -1,500 | -3.6% | -$23.14万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $627.81万 | 0.15% | 72,881 | -1,123 | -1.5% | -$9.67万 | 减仓 |
| ITOT | ISHARES TR | $642.62万 | 0.16% | 39,120 | -1,115 | -2.8% | -$18.32万 | 减仓 |
| QQQ | INVESCO QQQ TR | $659.62万 | 0.16% | 8,957 | 730 | 8.9% | $53.76万 | 加仓 |
| MNA | NEW YORK LIFE INVESTMENTS ET | $663.51万 | 0.16% | 181,887 | 11,672 | 6.9% | $42.58万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $721.74万 | 0.18% | 36,069 | -11,515 | -24.2% | -$230.42万 | 减仓 |
| QAI | NEW YORK LIFE INVESTMENTS ET | $758.85万 | 0.19% | 207,334 | 10,512 | 5.3% | $38.47万 | 加仓 |
| USMV | ISHARES TR | $762.33万 | 0.19% | 79,030 | -4,071 | -4.9% | -$39.27万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $770.47万 | 0.19% | 72,474 | 174 | 0.2% | $1.85万 | 加仓 |
| AMZN | AMAZON COM INC | $780.70万 | 0.19% | 32,755 | 4,029 | 14.0% | $96.03万 | 加仓 |
| DSI | ISHARES TR | $782.95万 | 0.19% | 54,986 | 140 | 0.3% | $1.99万 | 加仓 |
| IWV | ISHARES TR | $838.43万 | 0.21% | 19,662 | -195 | -1.0% | -$8.32万 | 减仓 |
| EFA | ISHARES TR | $860.38万 | 0.21% | 82,823 | -2,826 | -3.3% | -$29.36万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $883.92万 | 0.22% | 27,003 | 1,579 | 6.2% | $51.69万 | 加仓 |
| IWD | ISHARES TR | $889.55万 | 0.22% | 36,690 | 169 | 0.5% | $4.10万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $932.87万 | 0.23% | 113,295 | -1,639 | -1.4% | -$13.50万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $968.02万 | 0.24% | 162,170 | 11,479 | 7.6% | $68.52万 | 加仓 |
| IJR | ISHARES TR | $971.78万 | 0.24% | 65,523 | 982 | 1.5% | $14.56万 | 加仓 |
| IJH | ISHARES TR | $1,002.58万 | 0.25% | 130,018 | -5,101 | -3.8% | -$39.33万 | 减仓 |
| IDEV | ISHARES TR | $1,035.05万 | 0.26% | 116,285 | 5,573 | 5.0% | $49.61万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1,067.42万 | 0.26% | 197,598 | -8,194 | -4.0% | -$44.26万 | 减仓 |
| DLN | WISDOMTREE TR | $1,215.22万 | 0.30% | 126,165 | 32,450 | 34.6% | $312.56万 | 加仓 |
| VGT | VANGUARD WORLD FD | $1,229.04万 | 0.30% | 102,831 | -1 | -0.0% | -$120 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,316.31万 | 0.32% | 188,313 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $1,420.38万 | 0.35% | 320,192 | 8 | 0.0% | $355 | 加仓 |
| GOOG | ALPHABET INC | $1,444.62万 | 0.36% | 40,883 | 3,284 | 8.7% | $116.04万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $1,453.56万 | 0.36% | 275,501 | 7,718 | 2.9% | $40.72万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $1,458.27万 | 0.36% | 94,513 | 1,570 | 1.7% | $24.22万 | 加仓 |
| VOTE | TCW ETF TRUST | $1,477.90万 | 0.36% | 167,619 | 35,588 | 27.0% | $313.78万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $1,508.82万 | 0.37% | 281,444 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $1,649.60万 | 0.41% | 54,901 | -829 | -1.5% | -$24.91万 | 减仓 |
| IWN | ISHARES TR | $1,756.79万 | 0.43% | 79,419 | -464 | -0.6% | -$10.26万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,777.93万 | 0.44% | 47,661 | 5,372 | 12.7% | $200.40万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,789.31万 | 0.44% | 251,128 | 10,096 | 4.2% | $71.93万 | 加仓 |
| DEM | WISDOMTREE TR | $1,940.97万 | 0.48% | 360,842 | -24,298 | -6.3% | -$130.70万 | 减仓 |
| PWRD | TCW ETF TRUST | $1,995.41万 | 0.49% | 162,280 | 2,274 | 1.4% | $27.96万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $2,090.95万 | 0.52% | 432,596 | 3,860 | 0.9% | $18.66万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $2,138.90万 | 0.53% | 539,037 | -5,856 | -1.1% | -$23.24万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $2,153.74万 | 0.53% | 98,826 | -558 | -0.6% | -$12.16万 | 减仓 |
| GOOGL | ALPHABET INC | $2,582.78万 | 0.64% | 72,268 | 3,935 | 5.8% | $140.63万 | 加仓 |
| AGG | ISHARES TR | $2,611.67万 | 0.64% | 263,856 | 39,495 | 17.6% | $390.93万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $2,680.85万 | 0.66% | 727,702 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $2,742.46万 | 0.68% | 90,467 | 2,105 | 2.4% | $63.81万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $2,778.33万 | 0.69% | 331,741 | -1,234 | -0.4% | -$10.33万 | 减仓 |
| MUB | ISHARES TR | $3,017.12万 | 0.74% | 280,348 | -8,543 | -3.0% | -$91.94万 | 减仓 |
| CRBN | ISHARES TR | $3,104.46万 | 0.77% | 122,719 | 3,434 | 2.9% | $86.87万 | 加仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $3,473.35万 | 0.86% | 296,032 | -10,712 | -3.5% | -$125.68万 | 减仓 |
| AOR | ISHARES TR | $3,581.66万 | 0.88% | 515,345 | 5,921 | 1.2% | $41.15万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3,649.94万 | 0.90% | 72,942 | -1,076 | -1.5% | -$53.84万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $3,793.65万 | 0.94% | 833,949 | 84,320 | 11.2% | $383.57万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $3,825.10万 | 0.94% | 103,363 | 9,036 | 9.6% | $334.39万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $3,889.90万 | 0.96% | 707,126 | -1,089 | -0.2% | -$5.99万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $4,009.43万 | 0.99% | 546,151 | 5,260 | 1.0% | $38.61万 | 加仓 |