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 |
|---|---|---|---|---|---|---|---|---|
| CVX | CHEVRON CORPORATION | $241.91万 | 0.06% | 14,592 | 1,707 | 13.2% | $28.30万 | 加仓 |
| AMAT | APPLIED MATLS INC | $239.96万 | 0.06% | 3,319 | 305 | 10.1% | $22.05万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $233.34万 | 0.06% | 80,573 | 858 | 1.1% | $2.48万 | 加仓 |
| EEM | ISHARES TR | $231.80万 | 0.06% | 33,882 | -1,480 | -4.2% | -$10.13万 | 减仓 |
| SDY | SPDR SERIES TRUST | $229.88万 | 0.06% | 15,105 | 222 | 1.5% | $3.38万 | 加仓 |
| LLY | ELI LILLY & CO | $229.45万 | 0.06% | 1,913 | 330 | 20.8% | $39.58万 | 加仓 |
| MRK | MERCK & CO INC | $225.64万 | 0.06% | 17,559 | 2,125 | 13.8% | $27.31万 | 加仓 |
| ESML | ISHARES TR | $225.64万 | 0.06% | 40,343 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $220.61万 | 0.05% | 2,357 | 424 | 21.9% | $39.69万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $220.04万 | 0.05% | 23,847 | 147 | 0.6% | $1.36万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $215.47万 | 0.05% | 3,063 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $207.40万 | 0.05% | 36,398 | 740 | 2.1% | $4.22万 | 加仓 |
| EAGG | ISHARES TR | $204.90万 | 0.05% | 43,218 | -1,428 | -3.2% | -$6.77万 | 减仓 |
| V | VISA INC | $197.05万 | 0.05% | 5,742 | 864 | 17.7% | $29.65万 | 加仓 |
| BILL | BILL HOLDINGS INC | $196.68万 | 0.05% | 54,391 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $196.09万 | 0.05% | 23,728 | 1,074 | 4.7% | $8.88万 | 加仓 |
| RTX | RTX CORPORATION | $195.61万 | 0.05% | 10,310 | 214 | 2.1% | $4.06万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $194.18万 | 0.05% | 12,287 | -862 | -6.6% | -$13.62万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $192.94万 | 0.05% | 5,704 | 619 | 12.2% | $20.94万 | 加仓 |
| SHV | ISHARES TR | $192.33万 | 0.05% | 17,429 | -402 | -2.3% | -$4.44万 | 减仓 |
| INTC | INTEL CORP | $191.88万 | 0.05% | 13,742 | 914 | 7.1% | $12.76万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $190.18万 | 0.05% | 54,632 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $189.32万 | 0.05% | 12,085 | 560 | 4.9% | $8.77万 | 加仓 |
| EAGL | 2023 ETF SERIES TRUST | $186.79万 | 0.05% | 58,062 | 58,062 | — | $186.79万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $183.11万 | 0.05% | 6,511 | 460 | 7.6% | $12.94万 | 加仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $181.20万 | 0.04% | 40,400 | 382 | 1.0% | $1.71万 | 加仓 |
| UNP | UNION PAC CORP | $179.82万 | 0.04% | 6,611 | 641 | 10.7% | $17.44万 | 加仓 |
| MPC | MARATHON PETE CORP | $177.66万 | 0.04% | 6,949 | 1,032 | 17.4% | $26.39万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $171.18万 | 0.04% | 1,483 | 1,483 | — | $171.18万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $167.98万 | 0.04% | 18,512 | 793 | 4.5% | $7.20万 | 加仓 |
| WMT | WALMART INC | $167.55万 | 0.04% | 14,793 | 2,784 | 23.2% | $31.53万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $166.35万 | 0.04% | 4,696 | 332 | 7.6% | $11.76万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $166.10万 | 0.04% | 4,542 | -141 | -3.0% | -$5.16万 | 减仓 |
| ADBE | ADOBE INC | $165.10万 | 0.04% | 8,053 | -3,982 | -33.1% | -$81.64万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $163.08万 | 0.04% | 3,174 | 67 | 2.2% | $3.44万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.04% | 2 | -3 | -60.0% | -$224.66万 | 减仓 |
| LOW | LOWES COS INC | $149.16万 | 0.04% | 6,765 | -58 | -0.9% | -$1.28万 | 减仓 |
| IUSB | ISHARES TR | $145.50万 | 0.04% | 31,528 | 14,689 | 87.2% | $67.79万 | 加仓 |
| AMGN | AMGEN INC | $145.17万 | 0.04% | 4,009 | -1,033 | -20.5% | -$37.41万 | 减仓 |
| GE | GE AEROSPACE | $144.15万 | 0.04% | 3,856 | 545 | 16.5% | $20.37万 | 加仓 |
| — | ISHARES TR | $143.51万 | 0.04% | 16,047 | -479 | -2.9% | -$4.28万 | 减仓 |
| EEMV | ISHARES INC | $143.33万 | 0.04% | 19,040 | -148 | -0.8% | -$1.11万 | 减仓 |
| — | VANGUARD MUN BD FDS | $143.27万 | 0.04% | 13,675 | 13,675 | — | $143.27万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $143.19万 | 0.04% | 7,516 | -28 | -0.4% | -$5,335 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $140.47万 | 0.03% | 3,379 | 619 | 22.4% | $25.73万 | 加仓 |
| DIS | DISNEY WALT CO | $138.09万 | 0.03% | 14,345 | 430 | 3.1% | $4.14万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $136.95万 | 0.03% | 2,689 | 86 | 3.3% | $4.38万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $136.16万 | 0.03% | 39,901 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $134.51万 | 0.03% | 42,417 | 6,232 | 17.2% | $19.76万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $133.41万 | 0.03% | 10,437 | 8,437 | 421.8% | $107.84万 | 加仓 |
| IWP | ISHARES TR | $133.35万 | 0.03% | 9,108 | -510 | -5.3% | -$7.47万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $133.08万 | 0.03% | 3,071 | 1,730 | 129.0% | $74.97万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $132.08万 | 0.03% | 3,873 | 191 | 5.2% | $6.51万 | 加仓 |
| UITB | VICTORY PORTFOLIOS II | $131.15万 | 0.03% | 28,000 | 28,000 | — | $131.15万 | 新建仓 |
| AOA | ISHARES TR | $130.77万 | 0.03% | 13,397 | 78 | 0.6% | $7,614 | 加仓 |
| GEV | GE VERNOVA INC | $127.24万 | 0.03% | 1,083 | 271 | 33.4% | $31.84万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $122.78万 | 0.03% | 1,214 | 228 | 23.1% | $23.06万 | 加仓 |
| PAYX | PAYCHEX INC | $122.31万 | 0.03% | 12,439 | 1,332 | 12.0% | $13.10万 | 加仓 |
| SOXX | ISHARES TR | $120.91万 | 0.03% | 1,887 | 204 | 12.1% | $13.07万 | 加仓 |
| LQD | ISHARES TR | $116.06万 | 0.03% | 10,640 | -11 | -0.1% | -$1,200 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $115.69万 | 0.03% | 5,766 | 1,043 | 22.1% | $20.93万 | 加仓 |
| IWO | ISHARES TR | $114.84万 | 0.03% | 2,915 | -719 | -19.8% | -$28.33万 | 减仓 |
| USB | US BANCORP | $110.76万 | 0.03% | 18,337 | 1,769 | 10.7% | $10.68万 | 加仓 |
| SLGN | SILGAN HLDGS INC | $108.02万 | 0.03% | 23,285 | 157 | 0.7% | $7,283 | 加仓 |
| MGK | VANGUARD WORLD FD | $107.25万 | 0.03% | 12,200 | -785 | -6.0% | -$6.90万 | 减仓 |
| HD | HOME DEPOT INC | $107.14万 | 0.03% | 3,038 | -1,200 | -28.3% | -$42.32万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $107.05万 | 0.03% | 18,578 | 8,191 | 78.9% | $47.20万 | 加仓 |
| NFLX | NETFLIX INC. | $106.90万 | 0.03% | 14,972 | 3,804 | 34.1% | $27.16万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $106.31万 | 0.03% | 18,267 | 275 | 1.5% | $1.60万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $103.76万 | 0.03% | 37,458 | 867 | 2.4% | $2.40万 | 加仓 |
| GLD | SPDR GOLD TR | $103.29万 | 0.03% | 2,804 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $101.70万 | 0.03% | 13,468 | 4,229 | 45.8% | $31.93万 | 加仓 |
| KO | COCA COLA CO | $101.22万 | 0.02% | 12,454 | -142 | -1.1% | -$1.15万 | 减仓 |
| IJT | ISHARES TR | $100.96万 | 0.02% | 5,653 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $100.64万 | 0.02% | 4,430 | -2 | -0.0% | -$454 | 减仓 |
| DVY | ISHARES TR | $97.83万 | 0.02% | 6,259 | 4 | 0.1% | $625 | 加仓 |
| — | SPDR INDEX SHS FDS | $96.64万 | 0.02% | 12,092 | 0 | 0.0% | — | 不变 |
| QSR | RESTAURANT BRANDS INTL INC | $94.91万 | 0.02% | 13,089 | 17 | 0.1% | $1,233 | 加仓 |
| HDV | ISHARES TR | $92.37万 | 0.02% | 33,701 | 681 | 2.1% | $1.87万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $90.61万 | 0.02% | 3,680 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $89.97万 | 0.02% | 28,142 | 4,155 | 17.3% | $13.28万 | 加仓 |
| PFE | PFIZER INC | $89.82万 | 0.02% | 37,300 | 3,367 | 9.9% | $8.11万 | 加仓 |
| FDX | FEDEX CORP | $89.53万 | 0.02% | 2,859 | 685 | 31.5% | $21.45万 | 加仓 |
| PVLA | PALVELLA THERAPEUTICS INC NE | $89.43万 | 0.02% | 5,852 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $88.85万 | 0.02% | 5,661 | 60 | 1.1% | $9,417 | 加仓 |
| ASML | ASML HLDG NV | $87.54万 | 0.02% | 440 | 195 | 79.6% | $38.79万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $85.36万 | 0.02% | 9,982 | 292 | 3.0% | $2.50万 | 加仓 |
| ESGU | ISHARES TR | $84.22万 | 0.02% | 5,145 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $82.31万 | 0.02% | 856 | 286 | 50.2% | $27.50万 | 加仓 |
| MS | MORGAN STANLEY | $81.54万 | 0.02% | 3,900 | 401 | 11.5% | $8.38万 | 加仓 |
| ESGD | ISHARES TR | $81.05万 | 0.02% | 7,883 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $80.53万 | 0.02% | 4,227 | 147 | 3.6% | $2.80万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $80.45万 | 0.02% | 3,597 | 205 | 6.0% | $4.58万 | 加仓 |
| CB | CHUBB LIMITED | $79.84万 | 0.02% | 2,343 | 1,516 | 183.3% | $51.66万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $79.38万 | 0.02% | 44,773 | 9,115 | 25.6% | $16.16万 | 加仓 |
| RDIV | INVESCO EXCH TRADED FD TR II | $77.89万 | 0.02% | 13,430 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY | $76.75万 | 0.02% | 8,857 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO EXCH TRADED FD TR II | $76.73万 | 0.02% | 10,244 | 3,230 | 46.1% | $24.19万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $76.51万 | 0.02% | 4,229 | 1,610 | 61.5% | $29.13万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $76.44万 | 0.02% | 1,524 | 312 | 25.7% | $15.65万 | 加仓 |