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 |
|---|---|---|---|---|---|---|---|---|
| LMT | LOCKHEED MARTIN CORP | $57.60万 | 0.02% | 953 | 455 | 91.4% | $27.50万 | 加仓 |
| MS | MORGAN STANLEY | $57.59万 | 0.02% | 3,499 | -50 | -1.4% | -$8,230 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $57.23万 | 0.02% | 4,370 | -114 | -2.5% | -$1.49万 | 减仓 |
| DE | DEERE & CO | $56.84万 | 0.02% | 1,009 | 2 | 0.2% | $1,127 | 加仓 |
| INTC | INTEL CORP | $56.61万 | 0.02% | 12,828 | 669 | 5.5% | $2.95万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $55.80万 | 0.02% | 35,658 | -334 | -0.9% | -$5,227 | 减仓 |
| SOXX | ISHARES TR | $55.31万 | 0.02% | 1,683 | 200 | 13.5% | $6.57万 | 加仓 |
| BLK | BLACKROCK INC | $54.82万 | 0.02% | 570 | 149 | 35.4% | $14.33万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $54.65万 | 0.02% | 7,597 | -405 | -5.1% | -$2.91万 | 减仓 |
| HYG | ISHARES TR | $53.35万 | 0.02% | 6,705 | -13,667 | -67.1% | -$108.74万 | 减仓 |
| MCD | MCDONALDS CORP | $52.71万 | 0.02% | 1,695 | -82 | -4.6% | -$2.55万 | 减仓 |
| IJJ | ISHARES TR | $52.68万 | 0.02% | 3,976 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $52.60万 | 0.01% | 4,766 | 393 | 9.0% | $4.34万 | 加仓 |
| VAW | VANGUARD WORLD FD | $52.37万 | 0.01% | 2,324 | -196 | -7.8% | -$4.42万 | 减仓 |
| SRE | SEMPRA | $51.93万 | 0.01% | 5,344 | 5,344 | — | $51.93万 | 新建仓 |
| TEM | TEMPUS AI INC | $51.46万 | 0.01% | 11,379 | 11,379 | — | $51.46万 | 新建仓 |
| TEL | TE CONNECTIVITY PLC | $51.38万 | 0.01% | 2,458 | 2,458 | — | $51.38万 | 新建仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $51.30万 | 0.01% | 7,014 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $51.01万 | 0.01% | 17,541 | -1 | -0.0% | -$29 | 减仓 |
| COP | CONOCOPHILLIPS | $50.66万 | 0.01% | 3,838 | 34 | 0.9% | $4,488 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $49.95万 | 0.01% | 4,493 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES TR | $48.83万 | 0.01% | 4,606 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $48.17万 | 0.01% | 5,559 | 2,000 | 56.2% | $17.33万 | 加仓 |
| SO | SOUTHERN CO | $47.57万 | 0.01% | 4,928 | 460 | 10.3% | $4.44万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $47.54万 | 0.01% | 15,809 | 778 | 5.2% | $2.34万 | 加仓 |
| TTE | TOTALENERGIES SE | $47.22万 | 0.01% | 5,190 | 471 | 10.0% | $4.29万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $47.04万 | 0.01% | 1,828 | -570 | -23.8% | -$14.67万 | 减仓 |
| GSK | GSK PLC | $46.88万 | 0.01% | 8,494 | 309 | 3.8% | $1.71万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $46.05万 | 0.01% | 11,592 | 320 | 2.8% | $1.27万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $45.42万 | 0.01% | 9,026 | 9,026 | — | $45.42万 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $45.17万 | 0.01% | 15,732 | -1,281 | -7.5% | -$3.68万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $44.65万 | 0.01% | 3,410 | 3,410 | — | $44.65万 | 新建仓 |
| NVS | NOVARTIS AG | $44.27万 | 0.01% | 2,898 | 267 | 10.1% | $4.08万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $43.55万 | 0.01% | 14,067 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $43.52万 | 0.01% | 9,466 | -255 | -2.6% | -$1.17万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $43.37万 | 0.01% | 5,112 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD SCOTTSDALE FDS | $43.35万 | 0.01% | 4,328 | 453 | 11.7% | $4.54万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $43.30万 | 0.01% | 2,619 | 1,039 | 65.8% | $17.18万 | 加仓 |
| ETN | EATON CORP PLC | $43.03万 | 0.01% | 1,203 | -215 | -15.2% | -$7.69万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $42.56万 | 0.01% | 8,478 | 282 | 3.4% | $1.42万 | 加仓 |
| ESGE | ISHARES INC | $42.29万 | 0.01% | 9,300 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $41.74万 | 0.01% | 2,175 | -189 | -8.0% | -$3.63万 | 减仓 |
| EFG | ISHARES TR | $40.76万 | 0.01% | 3,659 | -1 | -0.0% | -$111 | 减仓 |
| VIS | VANGUARD WORLD FD | $40.62万 | 0.01% | 1,301 | 1,301 | — | $40.62万 | 新建仓 |
| — | SOLENO THERAPEUTICS INC | $40.60万 | 0.01% | 12,128 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $40.38万 | 0.01% | 1,430 | 1,430 | — | $40.38万 | 新建仓 |
| ECL | ECOLAB INC | $39.93万 | 0.01% | 1,501 | -11 | -0.7% | -$2,926 | 减仓 |
| SBUX | STARBUCKS CORP | $39.58万 | 0.01% | 4,417 | -477 | -9.7% | -$4.27万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $39.28万 | 0.01% | 4,229 | 407 | 10.6% | $3.78万 | 加仓 |
| WM | WASTE MGMT INC DEL | $38.65万 | 0.01% | 1,682 | -330 | -16.4% | -$7.58万 | 减仓 |
| SPGI | S&P GLOBAL INC | $37.09万 | 0.01% | 872 | 872 | — | $37.09万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $36.88万 | 0.01% | 412 | -19 | -4.4% | -$1.70万 | 减仓 |
| GLDM | WORLD GOLD TR | $36.17万 | 0.01% | 3,902 | 65 | 1.7% | $6,025 | 加仓 |
| NUEM | NUSHARES ETF TR | $35.35万 | 0.01% | 9,622 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC | $35.29万 | 0.01% | 3,096 | 3,096 | — | $35.29万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $35.11万 | 0.01% | 758 | -159 | -17.3% | -$7.36万 | 减仓 |
| NOK | NOKIA CORP | $34.73万 | 0.01% | 43,201 | 20,034 | 86.5% | $16.11万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $34.71万 | 0.01% | 7,604 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR | $34.71万 | 0.01% | 6,604 | -150 | -2.2% | -$7,884 | 减仓 |
| VHT | VANGUARD WORLD FD | $34.66万 | 0.01% | 1,272 | 180 | 16.5% | $4.90万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $34.62万 | 0.01% | 850 | -150 | -15.0% | -$6.11万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $34.54万 | 0.01% | 14,874 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $34.50万 | 0.01% | 3,000 | 1,079 | 56.2% | $12.41万 | 加仓 |
| — | RLJ LODGING TR | $33.69万 | 0.01% | 13,980 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $33.16万 | 0.01% | 4,023 | 0 | 0.0% | — | 不变 |
| AVEM | AMERICAN CENTY ETF TR | $32.90万 | 0.01% | 4,083 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $32.45万 | 0.01% | 375 | -113 | -23.2% | -$9.78万 | 减仓 |
| ASML | ASML HLDG NV | $32.36万 | 0.01% | 245 | 25 | 11.4% | $3.30万 | 加仓 |
| AOK | ISHARES TR | $32.15万 | 0.01% | 8,060 | 0 | 0.0% | — | 不变 |
| IONQ | IONQ INC | $31.41万 | 0.01% | 10,894 | -5,310 | -32.8% | -$15.31万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $31.25万 | 0.01% | 3,942 | -221 | -5.3% | -$1.75万 | 减仓 |
| BA | BOEING CO | $31.05万 | 0.01% | 1,560 | -1 | -0.1% | -$199 | 减仓 |
| RWX | SPDR INDEX SHS FDS | $31.03万 | 0.01% | 11,657 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $30.92万 | 0.01% | 5,054 | 5,054 | — | $30.92万 | 新建仓 |
| RWR | SPDR SERIES TRUST | $30.64万 | 0.01% | 3,035 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $29.66万 | 0.01% | 4,493 | 4,493 | — | $29.66万 | 新建仓 |
| — | DIREXION SHARES ETF TRUST | $29.64万 | 0.01% | 29,790 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $29.44万 | 0.01% | 5,437 | -353 | -6.1% | -$1.91万 | 减仓 |
| REET | ISHARES TR | $29.38万 | 0.01% | 11,681 | -3,060 | -20.8% | -$7.70万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $29.37万 | 0.01% | 6,400 | -577 | -8.3% | -$2.65万 | 减仓 |
| QLC | FLEXSHARES TR | $29.36万 | 0.01% | 3,756 | 0 | 0.0% | — | 不变 |
| HYMB | SPDR SERIES TRUST | $29.21万 | 0.01% | 11,777 | -48,666 | -80.5% | -$120.69万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $29.02万 | 0.01% | 3,701 | -1,273 | -25.6% | -$9.98万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $28.92万 | 0.01% | 4,078 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $28.80万 | 0.01% | 9,935 | 2,248 | 29.2% | $6.52万 | 重新持有 |
| LRCX | LAM RESEARCH CORP | $28.65万 | 0.01% | 1,341 | -126 | -8.6% | -$2.69万 | 减仓 |
| MET | METLIFE INC | $28.46万 | 0.01% | 4,024 | 599 | 17.5% | $4.24万 | 加仓 |
| NFG | NATIONAL FUEL GAS CO | $28.19万 | 0.01% | 3,000 | -186 | -5.8% | -$1.75万 | 减仓 |
| BEP | BROOKFIELD RENEWABLE ENERGY | $27.94万 | 0.01% | 8,561 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $27.83万 | 0.01% | 11,687 | 11,687 | — | $27.83万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $27.53万 | 0.01% | 1,396 | 1,396 | — | $27.53万 | 新建仓 |
| AMP | AMERIPRISE FINL INC | $27.20万 | 0.01% | 612 | 612 | — | $27.20万 | 新建仓 |
| TMUS | T-MOBILE US INC | $27.18万 | 0.01% | 1,294 | -400 | -23.6% | -$8.40万 | 减仓 |
| SGOL | ETFS GOLD TR | $27.03万 | 0.01% | 6,058 | 845 | 16.2% | $3.77万 | 加仓 |
| CB | CHUBB LTD SWITZ | $26.95万 | 0.01% | 827 | -297 | -26.4% | -$9.68万 | 减仓 |
| EWL | ISHARES INC | $26.93万 | 0.01% | 4,580 | -323 | -6.6% | -$1.90万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $26.74万 | 0.01% | 6,863 | 6,863 | — | $26.74万 | 新建仓 |
| GWX | SPDR INDEX SHS FDS | $26.58万 | 0.01% | 6,294 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $26.54万 | 0.01% | 4,083 | 4,083 | — | $26.54万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $26.21万 | 0.01% | 1,007 | -338 | -25.1% | -$8.80万 | 减仓 |