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 |
|---|---|---|---|---|---|---|---|---|
| BN | BROOKFIELD CORP | $0 | 0.00% | 0 | -20,846 | -100.0% | -$95.66万 | 清仓 |
| FROG | JFROG LTD | $0 | 0.00% | 0 | -8,595 | -100.0% | -$53.68万 | 清仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | -1,198 | -100.0% | -$53.26万 | 清仓 |
| SCHP | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -19,367 | -100.0% | -$51.30万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -3,135 | -100.0% | -$48.03万 | 清仓 |
| — | POTLATCHDELTIC CORPORATION | $0 | 0.00% | 0 | -11,770 | -100.0% | -$46.82万 | 清仓 |
| DOCU | DOCUSIGN INC | $0 | 0.00% | 0 | -6,183 | -100.0% | -$42.29万 | 清仓 |
| ILCG | ISHARES TR | $0 | 0.00% | 0 | -3,614 | -100.0% | -$37.60万 | 清仓 |
| ANET | ARISTA NETWORKS INC | $0 | 0.00% | 0 | -2,353 | -100.0% | -$30.83万 | 清仓 |
| WY | WEYERHAEUSER CO MTN BE | $0 | 0.00% | 0 | -12,932 | -100.0% | -$30.64万 | 清仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $0 | 0.00% | 0 | -1,650 | -100.0% | -$26.72万 | 清仓 |
| NVO | NOVO-NORDISK A S | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -1,284 | -100.0% | -$23.60万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IYW | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLV | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -1,321 | -100.0% | -$20.45万 | 清仓 |
| COR | CENCORA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KKR | KKR & CO INC | $0 | 0.00% | 0 | -1,592 | -100.0% | -$20.29万 | 清仓 |
| UA | UNDER ARMOUR INC | $5.79万 | 0.00% | 10,000 | 10,000 | — | $5.79万 | 新建仓 |
| ABEV | AMBEV SA | $7.30万 | 0.00% | 25,000 | -148 | -0.6% | -$432 | 减仓 |
| XERS | XERIS BIOPHARMA HOLDINGS INC | $11.60万 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| GUNR | FLEXSHARES TR | $20.04万 | 0.01% | 3,633 | 3,633 | — | $20.04万 | 新建仓 |
| TXT | TEXTRON INC | $20.17万 | 0.01% | 2,304 | 2,304 | — | $20.17万 | 新建仓 |
| CI | THE CIGNA GROUP | $20.67万 | 0.01% | 775 | -66 | -7.8% | -$1.76万 | 减仓 |
| IRM | IRON MTN INC DEL | $20.87万 | 0.01% | 2,043 | 2,043 | — | $20.87万 | 新建仓 |
| CTVA | CORTEVA INC | $20.99万 | 0.01% | 2,508 | 2,508 | — | $20.99万 | 新建仓 |
| ALL | ALLSTATE CORP | $21.01万 | 0.01% | 1,013 | 1,013 | — | $21.01万 | 新建仓 |
| URTH | ISHARES INC | $21.17万 | 0.01% | 1,176 | -121 | -9.3% | -$2.18万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $21.32万 | 0.01% | 734 | 734 | — | $21.32万 | 新建仓 |
| AVUV | AMERICAN CENTY ETF TR | $21.33万 | 0.01% | 1,931 | -438 | -18.5% | -$4.84万 | 减仓 |
| HPQ | HP INC | $21.52万 | 0.01% | 11,203 | 11,203 | — | $21.52万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $21.74万 | 0.01% | 1,120 | 1,120 | — | $21.74万 | 新建仓 |
| GLW | CORNING INC | $21.78万 | 0.01% | 1,602 | 1,602 | — | $21.78万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $21.89万 | 0.01% | 52 | -17 | -24.6% | -$7.16万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $21.95万 | 0.01% | 2,000 | -1 | -0.0% | -$110 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $22.22万 | 0.01% | 2,953 | -102 | -3.3% | -$7,675 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $22.29万 | 0.01% | 2,389 | 2,389 | — | $22.29万 | 新建仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $22.57万 | 0.01% | 4,986 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $22.75万 | 0.01% | 2,749 | 2,749 | — | $22.75万 | 新建仓 |
| CMI | CUMMINS INC | $22.81万 | 0.01% | 424 | 424 | — | $22.81万 | 新建仓 |
| FNDX | SCHWAB STRATEGIC TR | $22.83万 | 0.01% | 8,199 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $23.19万 | 0.01% | 1,591 | -1,662 | -51.1% | -$24.22万 | 减仓 |
| IYE | ISHARES TR | $23.67万 | 0.01% | 3,654 | 3,654 | — | $23.67万 | 新建仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $23.96万 | 0.01% | 1,110 | -20 | -1.8% | -$4,318 | 减仓 |
| BCAL | CALIFORNIA BANCORP | $24.65万 | 0.01% | 13,912 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $24.73万 | 0.01% | 1,247 | 120 | 10.6% | $2.38万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $24.95万 | 0.01% | 1,228 | -3,845 | -75.8% | -$78.12万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $24.97万 | 0.01% | 3,085 | 3,085 | — | $24.97万 | 新建仓 |
| CW | CURTISS WRIGHT CORP | $25.00万 | 0.01% | 367 | 367 | — | $25.00万 | 新建仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $25.06万 | 0.01% | 6,073 | -76 | -1.2% | -$3,137 | 减仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $25.07万 | 0.01% | 2,530 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $25.33万 | 0.01% | 511 | -58 | -10.2% | -$2.88万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $25.50万 | 0.01% | 330 | -69 | -17.3% | -$5.33万 | 减仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $25.52万 | 0.01% | 2,611 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $25.55万 | 0.01% | 4,971 | -719 | -12.6% | -$3.69万 | 减仓 |
| ESAB | ESAB CORPORATION | $25.57万 | 0.01% | 2,645 | -1,608 | -37.8% | -$15.54万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $26.21万 | 0.01% | 1,007 | -338 | -25.1% | -$8.80万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $26.54万 | 0.01% | 4,083 | 4,083 | — | $26.54万 | 新建仓 |
| GWX | SPDR INDEX SHS FDS | $26.58万 | 0.01% | 6,294 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL ETF TRUST | $26.74万 | 0.01% | 6,863 | 6,863 | — | $26.74万 | 新建仓 |
| EWL | ISHARES INC | $26.93万 | 0.01% | 4,580 | -323 | -6.6% | -$1.90万 | 减仓 |
| CB | CHUBB LTD SWITZ | $26.95万 | 0.01% | 827 | -297 | -26.4% | -$9.68万 | 减仓 |
| SGOL | ETFS GOLD TR | $27.03万 | 0.01% | 6,058 | 845 | 16.2% | $3.77万 | 加仓 |
| TMUS | T-MOBILE US INC | $27.18万 | 0.01% | 1,294 | -400 | -23.6% | -$8.40万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $27.20万 | 0.01% | 612 | 612 | — | $27.20万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $27.53万 | 0.01% | 1,396 | 1,396 | — | $27.53万 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $27.83万 | 0.01% | 11,687 | 11,687 | — | $27.83万 | 新建仓 |
| BEP | BROOKFIELD RENEWABLE ENERGY | $27.94万 | 0.01% | 8,561 | 0 | 0.0% | — | 不变 |
| NFG | NATIONAL FUEL GAS CO | $28.19万 | 0.01% | 3,000 | -186 | -5.8% | -$1.75万 | 减仓 |
| MET | METLIFE INC | $28.46万 | 0.01% | 4,024 | 599 | 17.5% | $4.24万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $28.65万 | 0.01% | 1,341 | -126 | -8.6% | -$2.69万 | 减仓 |
| T | AT&T INC | $28.80万 | 0.01% | 9,935 | 2,248 | 29.2% | $6.52万 | 重新持有 |
| DFUS | DIMENSIONAL ETF TRUST | $28.92万 | 0.01% | 4,078 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $29.02万 | 0.01% | 3,701 | -1,273 | -25.6% | -$9.98万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $29.21万 | 0.01% | 11,777 | -48,666 | -80.5% | -$120.69万 | 减仓 |
| QLC | FLEXSHARES TR | $29.36万 | 0.01% | 3,756 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $29.37万 | 0.01% | 6,400 | -577 | -8.3% | -$2.65万 | 减仓 |
| REET | ISHARES TR | $29.38万 | 0.01% | 11,681 | -3,060 | -20.8% | -$7.70万 | 减仓 |
| ENB | ENBRIDGE INC | $29.44万 | 0.01% | 5,437 | -353 | -6.1% | -$1.91万 | 减仓 |
| — | DIREXION SHARES ETF TRUST | $29.64万 | 0.01% | 29,790 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $29.66万 | 0.01% | 4,493 | 4,493 | — | $29.66万 | 新建仓 |
| RWR | SPDR SERIES TRUST | $30.64万 | 0.01% | 3,035 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $30.92万 | 0.01% | 5,054 | 5,054 | — | $30.92万 | 新建仓 |
| RWX | SPDR INDEX SHS FDS | $31.03万 | 0.01% | 11,657 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $31.05万 | 0.01% | 1,560 | -1 | -0.1% | -$199 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $31.25万 | 0.01% | 3,942 | -221 | -5.3% | -$1.75万 | 减仓 |
| IONQ | IONQ INC | $31.41万 | 0.01% | 10,894 | -5,310 | -32.8% | -$15.31万 | 减仓 |
| AOK | ISHARES TR | $32.15万 | 0.01% | 8,060 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $32.36万 | 0.01% | 245 | 25 | 11.4% | $3.30万 | 加仓 |
| MCK | MCKESSON CORP | $32.45万 | 0.01% | 375 | -113 | -23.2% | -$9.78万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $32.90万 | 0.01% | 4,083 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $33.16万 | 0.01% | 4,023 | 0 | 0.0% | — | 不变 |
| — | RLJ LODGING TR | $33.69万 | 0.01% | 13,980 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $34.50万 | 0.01% | 3,000 | 1,079 | 56.2% | $12.41万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $34.54万 | 0.01% | 14,874 | 0 | 0.0% | — | 不变 |
| STRL | STERLING INFRASTRUCTURE INC | $34.62万 | 0.01% | 850 | -150 | -15.0% | -$6.11万 | 减仓 |
| VHT | VANGUARD WORLD FD | $34.66万 | 0.01% | 1,272 | 180 | 16.5% | $4.90万 | 加仓 |
| IGSB | ISHARES TR | $34.71万 | 0.01% | 6,604 | -150 | -2.2% | -$7,884 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $34.71万 | 0.01% | 7,604 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORP | $34.73万 | 0.01% | 43,201 | 20,034 | 86.5% | $16.11万 | 加仓 |