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 |
|---|---|---|---|---|---|---|---|---|
| VTIP | VANGUARD MALVERN FDS | $0 | 0.00% | 0 | -81,999 | -100.0% | -$409.58万 | 清仓 |
| TT | TRANE TECHNOLOGIES PLC | $0 | 0.00% | 0 | -2,761 | -100.0% | -$115.06万 | 清仓 |
| — | ARCELLX INC | $0 | 0.00% | 0 | -7,332 | -100.0% | -$84.19万 | 清仓 |
| — | SOLENO THERAPEUTICS INC | $0 | 0.00% | 0 | -12,128 | -100.0% | -$40.60万 | 清仓 |
| O | REALTY INCOME CORP | $0 | 0.00% | 0 | -5,054 | -100.0% | -$30.92万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -9,935 | -100.0% | -$28.80万 | 清仓 |
| SGOL | ETFS GOLD TR | $0 | 0.00% | 0 | -6,058 | -100.0% | -$27.03万 | 清仓 |
| DFAI | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -6,863 | -100.0% | -$26.74万 | 清仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $0 | 0.00% | 0 | -6,073 | -100.0% | -$25.06万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -1,247 | -100.0% | -$24.73万 | 清仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -2,749 | -100.0% | -$22.75万 | 清仓 |
| AIG | AMERICAN INTL GROUP INC | $0 | 0.00% | 0 | -2,953 | -100.0% | -$22.22万 | 清仓 |
| GUNR | FLEXSHARES TR | $0 | 0.00% | 0 | -3,633 | -100.0% | -$20.04万 | 清仓 |
| UA | UNDER ARMOUR INC | $6.32万 | 0.00% | 10,164 | 164 | 1.6% | $1,020 | 加仓 |
| NWL | NEWELL BRANDS INC | $7.16万 | 0.00% | 11,662 | 11,662 | — | $7.16万 | 新建仓 |
| ABEV | AMBEV SA | $7.85万 | 0.00% | 25,000 | 0 | 0.0% | — | 不变 |
| LYG | LLOYDS BANKING GROUP PLC | $8.20万 | 0.00% | 14,070 | 14,070 | — | $8.20万 | 新建仓 |
| — | SMARTBIRD INC | $8.34万 | 0.00% | 20,853 | 20,853 | — | $8.34万 | 新建仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $12.79万 | 0.00% | 12,097 | 12,097 | — | $12.79万 | 新建仓 |
| CNH | CNH INDL N V | $13.43万 | 0.00% | 11,963 | 11,963 | — | $13.43万 | 新建仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $13.76万 | 0.00% | 14,362 | 14,362 | — | $13.76万 | 新建仓 |
| XERS | XERIS BIOPHARMA HOLDINGS INC | $15.86万 | 0.00% | 20,030 | 30 | 0.1% | $238 | 加仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $16.49万 | 0.00% | 10,285 | 10,285 | — | $16.49万 | 新建仓 |
| D | DOMINION ENERGY INC | $20.01万 | 0.00% | 2,930 | 2,930 | — | $20.01万 | 新建仓 |
| ONEV | SPDR SERIES TRUST | $20.01万 | 0.00% | 1,399 | 1,399 | — | $20.01万 | 新建仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $20.09万 | 0.00% | 2,090 | 2,090 | — | $20.09万 | 新建仓 |
| INTU | INTUIT | $20.16万 | 0.00% | 772 | 455 | 143.5% | $11.88万 | 重新持有 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $20.35万 | 0.01% | 10,230 | 10,230 | — | $20.35万 | 新建仓 |
| AMH | AMERICAN HOMES 4 RENT | $20.35万 | 0.01% | 6,071 | 6,071 | — | $20.35万 | 新建仓 |
| COR | CENCORA INC | $20.63万 | 0.01% | 729 | 126 | 20.9% | $3.57万 | 重新持有 |
| NNN | NNN REIT INC | $20.65万 | 0.01% | 4,439 | 4,439 | — | $20.65万 | 新建仓 |
| IYE | ISHARES TR | $20.68万 | 0.01% | 3,654 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP | $20.75万 | 0.01% | 1,435 | 1,435 | — | $20.75万 | 新建仓 |
| MKC | MCCORMICK & CO INC | $20.94万 | 0.01% | 4,153 | 4,153 | — | $20.94万 | 新建仓 |
| MET | METLIFE INC | $21.00万 | 0.01% | 2,482 | -1,542 | -38.3% | -$13.05万 | 减仓 |
| FAST | FASTENAL CO | $21.07万 | 0.01% | 4,386 | 4,386 | — | $21.07万 | 新建仓 |
| ATI | ATI INC | $21.11万 | 0.01% | 1,071 | 1,071 | — | $21.11万 | 新建仓 |
| ED | CONSOLIDATED EDISON INC | $21.19万 | 0.01% | 1,915 | 1,915 | — | $21.19万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $21.19万 | 0.01% | 247 | 247 | — | $21.19万 | 新建仓 |
| BE | BLOOM ENERGY CORP | $21.25万 | 0.01% | 702 | 702 | — | $21.25万 | 新建仓 |
| VIGI | VANGUARD WHITEHALL FDS | $21.26万 | 0.01% | 2,277 | 2,277 | — | $21.26万 | 新建仓 |
| KHC | KRAFT HEINZ CO | $21.38万 | 0.01% | 9,051 | 9,051 | — | $21.38万 | 新建仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $21.51万 | 0.01% | 635 | 635 | — | $21.51万 | 新建仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $21.55万 | 0.01% | 1,427 | 1,427 | — | $21.55万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $21.62万 | 0.01% | 830 | 830 | — | $21.62万 | 新建仓 |
| AON | AON PLC | $21.63万 | 0.01% | 652 | 652 | — | $21.63万 | 新建仓 |
| EMR | EMERSON ELEC CO | $22.02万 | 0.01% | 1,538 | 1,538 | — | $22.02万 | 新建仓 |
| VPU | VANGUARD WORLD FD | $22.35万 | 0.01% | 1,142 | 1,142 | — | $22.35万 | 新建仓 |
| OKTA | OKTA INC | $22.47万 | 0.01% | 1,647 | 1,647 | — | $22.47万 | 新建仓 |
| RIO | RIO TINTO PLC | $22.68万 | 0.01% | 2,389 | 2,389 | — | $22.68万 | 新建仓 |
| MCO | MOODYS CORP | $22.92万 | 0.01% | 506 | 506 | — | $22.92万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $23.08万 | 0.01% | 1,217 | -179 | -12.8% | -$3.39万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $23.17万 | 0.01% | 692 | 692 | — | $23.17万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $23.62万 | 0.01% | 1,325 | 25 | 1.9% | $4,456 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $23.69万 | 0.01% | 808 | 74 | 10.1% | $2.17万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $23.71万 | 0.01% | 3,232 | 3,232 | — | $23.71万 | 新建仓 |
| URTH | ISHARES INC | $23.83万 | 0.01% | 1,176 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $23.84万 | 0.01% | 3,207 | 3,207 | — | $23.84万 | 新建仓 |
| CTVA | CORTEVA INC | $23.97万 | 0.01% | 2,830 | 322 | 12.8% | $2.73万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $23.99万 | 0.01% | 10,372 | -4,502 | -30.3% | -$10.41万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $24.04万 | 0.01% | 1,442 | 1,442 | — | $24.04万 | 新建仓 |
| AVUV | AMERICAN CENTY ETF TR | $24.09万 | 0.01% | 1,931 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD WORLD FD | $24.12万 | 0.01% | 1,833 | 1,833 | — | $24.12万 | 新建仓 |
| IWS | ISHARES TR | $24.20万 | 0.01% | 1,470 | -121 | -7.6% | -$1.99万 | 减仓 |
| MAA | MID-AMER APT CMNTYS INC | $24.50万 | 0.01% | 1,763 | 1,763 | — | $24.50万 | 新建仓 |
| VIS | VANGUARD WORLD FD | $24.54万 | 0.01% | 681 | -620 | -47.7% | -$22.34万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $24.85万 | 0.01% | 3,952 | 3,952 | — | $24.85万 | 新建仓 |
| EME | EMCOR GROUP INC | $25.06万 | 0.01% | 302 | 302 | — | $25.06万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $25.36万 | 0.01% | 5,594 | -806 | -12.6% | -$3.65万 | 减仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $25.45万 | 0.01% | 2,530 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $25.48万 | 0.01% | 5,480 | 509 | 10.2% | $2.37万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $25.50万 | 0.01% | 8,199 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $25.53万 | 0.01% | 1,140 | -88 | -7.2% | -$1.97万 | 减仓 |
| — | DIREXION SHARES ETF TRUST | $25.83万 | 0.01% | 29,790 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $26.08万 | 0.01% | 5,441 | 500 | 10.1% | $2.40万 | 重新持有 |
| ESAB | ESAB CORPORATION | $26.29万 | 0.01% | 2,666 | 21 | 0.8% | $2,071 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $26.72万 | 0.01% | 6,770 | -4,822 | -41.6% | -$19.03万 | 减仓 |
| SRE | SEMPRA | $26.89万 | 0.01% | 2,900 | -2,444 | -45.7% | -$22.66万 | 减仓 |
| IYW | ISHARES TR | $27.28万 | 0.01% | 1,081 | 38 | 3.6% | $9,590 | 重新持有 |
| IXN | ISHARES TR | $27.48万 | 0.01% | 1,902 | 1,902 | — | $27.48万 | 新建仓 |
| GWX | SPDR INDEX SHS FDS | $27.54万 | 0.01% | 6,294 | 0 | 0.0% | — | 不变 |
| CHTR | CHARTER COMMUNICATIONS INC | $27.65万 | 0.01% | 1,944 | 834 | 75.1% | $11.86万 | 加仓 |
| TER | TERADYNE INC | $27.92万 | 0.01% | 577 | 577 | — | $27.92万 | 新建仓 |
| ES | EVERSOURCE ENERGY | $28.11万 | 0.01% | 3,889 | 3,889 | — | $28.11万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $28.30万 | 0.01% | 1,112 | 1,112 | — | $28.30万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $28.61万 | 0.01% | 1,162 | 1,162 | — | $28.61万 | 新建仓 |
| TGT | TARGET CORP | $28.84万 | 0.01% | 2,208 | 2,208 | — | $28.84万 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC | $28.85万 | 0.01% | 1,731 | 1,731 | — | $28.85万 | 新建仓 |
| BSV | VANGUARD BD INDEX FDS | $28.94万 | 0.01% | 3,714 | 13 | 0.4% | $1,013 | 加仓 |
| BCAL | CALIFORNIA BANCORP | $28.99万 | 0.01% | 13,912 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS | $28.99万 | 0.01% | 465 | 135 | 40.9% | $8.42万 | 加仓 |
| TMUS | T-MOBILE US INC | $29.55万 | 0.01% | 1,762 | 468 | 36.2% | $7.85万 | 加仓 |
| BEP | BROOKFIELD RENEWABLE ENERGY | $29.73万 | 0.01% | 8,561 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $29.77万 | 0.01% | 13,571 | 2,368 | 21.1% | $5.20万 | 加仓 |
| MOH | MOLINA HEALTHCARE INC | $29.78万 | 0.01% | 1,302 | 1,302 | — | $29.78万 | 新建仓 |
| HYMB | SPDR SERIES TRUST | $29.96万 | 0.01% | 11,777 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $30.02万 | 0.01% | 1,261 | 248 | 24.5% | $5.90万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $30.21万 | 0.01% | 2,611 | 0 | 0.0% | — | 不变 |
| REET | ISHARES TR | $30.25万 | 0.01% | 10,953 | -728 | -6.2% | -$2.01万 | 减仓 |
| EWL | ISHARES INC | $30.38万 | 0.01% | 4,834 | 254 | 5.5% | $1.60万 | 加仓 |