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 |
|---|---|---|---|---|---|---|---|---|
| DGRO | ISHARES TR | $222.10万 | 0.06% | 31,647 | 1,480 | 4.9% | $10.39万 | 加仓 |
| SDY | SPDR SERIES TRUST | $217.21万 | 0.06% | 14,883 | 330 | 2.3% | $4.82万 | 加仓 |
| CRM | SALESFORCE INC | $215.14万 | 0.06% | 11,525 | -102 | -0.9% | -$1.90万 | 减仓 |
| EAGG | ISHARES TR | $212.29万 | 0.06% | 44,646 | -1,348 | -2.9% | -$6.41万 | 减仓 |
| ABBV | ABBVIE INC | $211.73万 | 0.06% | 9,735 | 293 | 3.1% | $6.37万 | 加仓 |
| BILL | BILL HOLDINGS INC | $208.32万 | 0.06% | 54,391 | -5,203 | -8.7% | -$19.93万 | 减仓 |
| CAT | CATERPILLAR INC | $202.92万 | 0.06% | 2,864 | 327 | 12.9% | $23.17万 | 加仓 |
| EEM | ISHARES TR | $200.82万 | 0.06% | 35,362 | -4,418 | -11.1% | -$25.09万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $200.09万 | 0.06% | 79,715 | 0 | 0.0% | — | 不变 |
| SHV | ISHARES TR | $196.84万 | 0.06% | 17,831 | -101 | -0.6% | -$1.11万 | 减仓 |
| RTX | RTX CORPORATION | $194.75万 | 0.06% | 10,096 | 611 | 6.4% | $11.79万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $194.74万 | 0.06% | 13,149 | 254 | 2.0% | $3.76万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $192.61万 | 0.05% | 1,933 | -286 | -12.9% | -$28.50万 | 减仓 |
| ESML | ISHARES TR | $189.69万 | 0.05% | 40,343 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $188.95万 | 0.05% | 3,063 | -60 | -1.9% | -$3.70万 | 减仓 |
| MRK | MERCK & CO INC | $185.66万 | 0.05% | 15,434 | 251 | 1.7% | $3.02万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $181.92万 | 0.05% | 17,719 | 981 | 5.9% | $10.07万 | 加仓 |
| WFC | WELLS FARGO & CO | $180.35万 | 0.05% | 22,654 | 872 | 4.0% | $6.94万 | 加仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $177.88万 | 0.05% | 40,018 | -1,354 | -3.3% | -$6.02万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $177.59万 | 0.05% | 2,603 | 2,603 | — | $177.59万 | 新建仓 |
| AMGN | AMGEN INC | $177.40万 | 0.05% | 5,042 | 305 | 6.4% | $10.73万 | 加仓 |
| BAC | BANK AMERICA CORP | $173.83万 | 0.05% | 35,658 | -209 | -0.6% | -$1.02万 | 减仓 |
| TSLA | TESLA INC | $171.04万 | 0.05% | 4,601 | -288 | -5.9% | -$10.71万 | 减仓 |
| VO | VANGUARD INDEX FDS | $169.35万 | 0.05% | 5,897 | 12 | 0.2% | $3,446 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $166.63万 | 0.05% | 54,632 | -1,177 | -2.1% | -$3.59万 | 减仓 |
| LOW | LOWES COS INC | $161.21万 | 0.05% | 6,823 | -438 | -6.0% | -$10.35万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $155.28万 | 0.04% | 3,107 | -360 | -10.4% | -$17.99万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $153.81万 | 0.04% | 5,085 | 307 | 6.4% | $9.29万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $149.78万 | 0.04% | 4,364 | -316 | -6.8% | -$10.85万 | 减仓 |
| WMT | WALMART INC | $149.25万 | 0.04% | 12,009 | -1,198 | -9.1% | -$14.89万 | 减仓 |
| V | VISA INC | $147.45万 | 0.04% | 4,878 | -1,141 | -19.0% | -$34.49万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $146.68万 | 0.04% | 6,051 | 145 | 2.5% | $3.51万 | 加仓 |
| LLY | ELI LILLY & CO | $145.60万 | 0.04% | 1,583 | 681 | 75.5% | $62.64万 | 加仓 |
| UNP | UNION PAC CORP | $144.84万 | 0.04% | 5,970 | -540 | -8.3% | -$13.10万 | 减仓 |
| MPC | MARATHON PETE CORP | $144.48万 | 0.04% | 5,917 | -90 | -1.5% | -$2.20万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $141.54万 | 0.04% | 4,683 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $139.38万 | 0.04% | 4,238 | -805 | -16.0% | -$26.48万 | 减仓 |
| — | ISHARES TR | $138.74万 | 0.04% | 16,526 | -2,453 | -12.9% | -$20.59万 | 减仓 |
| DIS | DISNEY WALT CO | $134.12万 | 0.04% | 13,915 | 716 | 5.4% | $6.90万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $128.56万 | 0.04% | 39,901 | 0 | 0.0% | — | 不变 |
| EEMV | ISHARES INC | $124.20万 | 0.04% | 19,188 | -1,054 | -5.2% | -$6.82万 | 减仓 |
| IWP | ISHARES TR | $123.23万 | 0.04% | 9,618 | -4,139 | -30.1% | -$53.03万 | 减仓 |
| GLD | SPDR GOLD TR | $120.65万 | 0.03% | 2,804 | 111 | 4.1% | $4.78万 | 加仓 |
| AOA | ISHARES TR | $117.86万 | 0.03% | 13,319 | 92 | 0.7% | $8,141 | 加仓 |
| LQD | ISHARES TR | $116.09万 | 0.03% | 10,651 | -167 | -1.5% | -$1.82万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $115.06万 | 0.03% | 2,761 | -172 | -5.9% | -$7.17万 | 减仓 |
| IWO | ISHARES TR | $114.04万 | 0.03% | 3,634 | -132 | -3.5% | -$4.14万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $111.02万 | 0.03% | 36,185 | -9,467 | -20.7% | -$29.05万 | 减仓 |
| NFLX | NETFLIX INC. | $107.38万 | 0.03% | 11,168 | -2,245 | -16.7% | -$21.59万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $105.33万 | 0.03% | 17,992 | 2,162 | 13.7% | $12.66万 | 加仓 |
| AMAT | APPLIED MATLS INC | $103.02万 | 0.03% | 3,014 | -238 | -7.3% | -$8.13万 | 减仓 |
| PAYX | PAYCHEX INC | $102.32万 | 0.03% | 11,107 | -10 | -0.1% | -$921 | 减仓 |
| MMM | 3M CO | $101.88万 | 0.03% | 7,014 | -174 | -2.4% | -$2.53万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $100.26万 | 0.03% | 7,544 | -1,766 | -19.0% | -$23.47万 | 减仓 |
| QSR | RESTAURANT BRANDS INTL INC | $96.60万 | 0.03% | 13,072 | -19 | -0.1% | -$1,404 | 减仓 |
| KO | COCA COLA CO | $95.80万 | 0.03% | 12,596 | -1,063 | -7.8% | -$8.08万 | 减仓 |
| MGK | VANGUARD WORLD FD | $95.43万 | 0.03% | 2,597 | -285 | -9.9% | -$10.47万 | 减仓 |
| PFE | PFIZER INC | $95.28万 | 0.03% | 33,933 | 5,300 | 18.5% | $14.88万 | 加仓 |
| DVY | ISHARES TR | $94.71万 | 0.03% | 6,255 | 4 | 0.1% | $606 | 加仓 |
| GE | GE AEROSPACE | $93.98万 | 0.03% | 3,311 | -1,175 | -26.2% | -$33.35万 | 减仓 |
| IVE | ISHARES TR | $93.59万 | 0.03% | 4,432 | 105 | 2.4% | $2.22万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $90.56万 | 0.03% | 36,591 | 4,958 | 15.7% | $12.27万 | 加仓 |
| SLGN | SILGAN HLDGS INC | $89.74万 | 0.03% | 23,128 | -25 | -0.1% | -$970 | 减仓 |
| HDV | ISHARES TR | $89.63万 | 0.03% | 6,604 | 229 | 3.6% | $3.11万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $86.18万 | 0.02% | 4,723 | -234 | -4.7% | -$4.27万 | 减仓 |
| USB | US BANCORP | $86.17万 | 0.02% | 16,568 | -1,113 | -6.3% | -$5.79万 | 减仓 |
| — | ARCELLX INC | $84.19万 | 0.02% | 7,332 | -578 | -7.3% | -$6.64万 | 减仓 |
| — | SPDR INDEX SHS FDS | $83.86万 | 0.02% | 12,092 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $83.41万 | 0.02% | 986 | -12 | -1.2% | -$1.02万 | 减仓 |
| IJT | ISHARES TR | $81.80万 | 0.02% | 5,653 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $81.45万 | 0.02% | 9,239 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $80.43万 | 0.02% | 23,987 | -1,567 | -6.1% | -$5.25万 | 减仓 |
| IUSB | ISHARES TR | $77.78万 | 0.02% | 16,839 | 2,819 | 20.1% | $13.02万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $77.48万 | 0.02% | 5,601 | 472 | 9.2% | $6.53万 | 加仓 |
| FDX | FEDEX CORP | $77.46万 | 0.02% | 2,174 | -224 | -9.3% | -$7.98万 | 减仓 |
| DHR | DANAHER CORP DEL | $77.37万 | 0.02% | 4,080 | -415 | -9.2% | -$7.87万 | 减仓 |
| — | HONEYWELL INTL INC | $76.51万 | 0.02% | 3,385 | 1,904 | 128.6% | $43.04万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $76.40万 | 0.02% | 12,829 | 1,677 | 15.0% | $9.99万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $75.73万 | 0.02% | 3,680 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES TR | $75.38万 | 0.02% | 7,883 | 0 | 0.0% | — | 不变 |
| RDIV | INVESCO EXCH TRADED FD TR II | $74.75万 | 0.02% | 13,430 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $74.72万 | 0.02% | 9,690 | 685 | 7.6% | $5.28万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $74.70万 | 0.02% | 2,760 | -266 | -8.8% | -$7.20万 | 减仓 |
| PVLA | PALVELLA THERAPEUTICS INC NE | $72.95万 | 0.02% | 5,852 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES TR | $72.77万 | 0.02% | 5,145 | -1 | -0.0% | -$141 | 减仓 |
| VOE | VANGUARD INDEX FDS | $70.93万 | 0.02% | 3,849 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $70.88万 | 0.02% | 812 | -141 | -14.8% | -$12.31万 | 减仓 |
| NN | NEXTNAV INC | $70.82万 | 0.02% | 44,206 | 44,206 | — | $70.82万 | 新建仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $69.67万 | 0.02% | 8,857 | -17 | -0.2% | -$1,337 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $64.25万 | 0.02% | 22,057 | -15,641 | -41.5% | -$45.56万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $63.59万 | 0.02% | 17,299 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $63.27万 | 0.02% | 3,392 | -1,988 | -37.0% | -$37.08万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $63.00万 | 0.02% | 10,387 | 835 | 8.7% | $5.06万 | 加仓 |
| BBH | VANECK ETF TRUST | $62.93万 | 0.02% | 3,347 | -240 | -6.7% | -$4.51万 | 减仓 |
| NRG | NRG ENERGY INC | $62.66万 | 0.02% | 4,288 | 4,288 | — | $62.66万 | 新建仓 |
| BBHL | BBH TR | $61.53万 | 0.02% | 40,965 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $59.57万 | 0.02% | 1,212 | -198 | -14.0% | -$9.73万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $59.03万 | 0.02% | 3,682 | 1,250 | 51.4% | $20.04万 | 加仓 |
| IDV | ISHARES TR | $58.82万 | 0.02% | 13,821 | 166 | 1.2% | $7,065 | 加仓 |
| SPYM | SPDR SERIES TRUST | $58.53万 | 0.02% | 7,647 | -776 | -9.2% | -$5.94万 | 减仓 |