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 |
|---|---|---|---|---|---|---|---|---|
| VOE | VANGUARD INDEX FDS | $76.06万 | 0.02% | 3,849 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $75.36万 | 0.02% | 22,267 | 210 | 1.0% | $7,107 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $74.02万 | 0.02% | 1,453 | 500 | 52.5% | $25.47万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $73.35万 | 0.02% | 6,041 | 1,713 | 39.6% | $20.80万 | 加仓 |
| DE | DEERE & CO | $73.14万 | 0.02% | 1,153 | 144 | 14.3% | $9.13万 | 加仓 |
| FIX | COMFORT SYS USA INC | $73.13万 | 0.02% | 369 | 369 | — | $73.13万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $72.19万 | 0.02% | 17,299 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC | $70.18万 | 0.02% | 4,805 | 517 | 12.1% | $7.55万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $68.49万 | 0.02% | 816 | -34 | -4.0% | -$2.85万 | 减仓 |
| BBH | VANECK ETF TRUST | $68.02万 | 0.02% | 3,347 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $67.23万 | 0.02% | 4,290 | 1,392 | 48.0% | $21.82万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $66.59万 | 0.02% | 7,577 | -70 | -0.9% | -$6,152 | 减仓 |
| TEM | TEMPUS AI INC | $64.44万 | 0.02% | 11,123 | -256 | -2.2% | -$1.48万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $63.38万 | 0.02% | 17,541 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD SCOTTSDALE FDS | $61.86万 | 0.02% | 10,488 | -2,341 | -18.2% | -$13.81万 | 减仓 |
| BBHL | BBH TR | $61.48万 | 0.02% | 35,333 | -5,632 | -13.7% | -$9.80万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $60.57万 | 0.01% | 619 | 207 | 50.2% | $20.26万 | 加仓 |
| NOK | NOKIA CORP | $60.51万 | 0.01% | 45,562 | 2,361 | 5.5% | $3.14万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $60.40万 | 0.01% | 2,996 | 538 | 21.9% | $10.85万 | 加仓 |
| NN | NEXTNAV INC | $59.57万 | 0.01% | 33,412 | -10,794 | -24.4% | -$19.25万 | 减仓 |
| IJJ | ISHARES TR | $58.74万 | 0.01% | 3,976 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $58.66万 | 0.01% | 3,621 | -3,393 | -48.4% | -$54.97万 | 减仓 |
| EQIX | EQUINIX INC | $58.17万 | 0.01% | 558 | 558 | — | $58.17万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $57.80万 | 0.01% | 599 | 599 | — | $57.80万 | 新建仓 |
| AVUS | AMERICAN CENTY ETF TR | $57.55万 | 0.01% | 4,493 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $57.02万 | 0.01% | 4,504 | 134 | 3.1% | $1.70万 | 加仓 |
| IDV | ISHARES TR | $56.99万 | 0.01% | 13,755 | -66 | -0.5% | -$2,734 | 减仓 |
| VOT | VANGUARD INDEX FDS | $55.99万 | 0.01% | 1,828 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $55.51万 | 0.01% | 7,693 | 96 | 1.3% | $6,927 | 加仓 |
| EIX | EDISON INTL | $55.47万 | 0.01% | 7,450 | 7,450 | — | $55.47万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $55.29万 | 0.01% | 3,784 | 374 | 11.0% | $5.46万 | 加仓 |
| MCD | MCDONALDS CORP | $53.90万 | 0.01% | 1,993 | 298 | 17.6% | $8.06万 | 加仓 |
| GSK | GSK PLC | $53.82万 | 0.01% | 10,267 | 1,773 | 20.9% | $9.29万 | 加仓 |
| BA | BOEING CO | $53.80万 | 0.01% | 2,485 | 925 | 59.3% | $20.03万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $53.37万 | 0.01% | 14,476 | 409 | 2.9% | $1.51万 | 加仓 |
| VAW | VANGUARD WORLD FD | $53.17万 | 0.01% | 2,324 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $53.00万 | 0.01% | 4,842 | 76 | 1.6% | $8,318 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $52.32万 | 0.01% | 11,598 | -89 | -0.8% | -$4,015 | 减仓 |
| ETN | EATON CORP PLC | $51.82万 | 0.01% | 1,216 | 13 | 1.1% | $5,540 | 加仓 |
| HYG | ISHARES TR | $51.64万 | 0.01% | 6,457 | -248 | -3.7% | -$1.98万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $51.49万 | 0.01% | 4,240 | 1,851 | 77.5% | $22.48万 | 加仓 |
| EFG | ISHARES TR | $51.48万 | 0.01% | 4,137 | 478 | 13.1% | $5.95万 | 加仓 |
| ESGE | ISHARES INC | $50.86万 | 0.01% | 9,300 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $50.75万 | 0.01% | 978 | 467 | 91.4% | $24.23万 | 加仓 |
| SBUX | STARBUCKS CORP | $49.77万 | 0.01% | 4,869 | 452 | 10.2% | $4.62万 | 加仓 |
| CNC | CENTENE CORP DEL | $49.36万 | 0.01% | 7,690 | 7,690 | — | $49.36万 | 新建仓 |
| A | AGILENT TECHNOLOGIES INC | $49.32万 | 0.01% | 3,713 | 617 | 19.9% | $8.20万 | 加仓 |
| SO | SOUTHERN CO | $49.00万 | 0.01% | 5,119 | 191 | 3.9% | $1.83万 | 加仓 |
| — | J P MORGAN EXCHANGE TRADED F | $48.03万 | 0.01% | 9,571 | 9,571 | — | $48.03万 | 新建仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $47.96万 | 0.01% | 1,370 | -60 | -4.2% | -$2.10万 | 减仓 |
| TFC | TRUIST FINL CORP | $47.86万 | 0.01% | 9,606 | 140 | 1.5% | $6,975 | 加仓 |
| QUAL | ISHARES TR | $47.75万 | 0.01% | 2,175 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $47.36万 | 0.01% | 4,556 | 718 | 18.7% | $7.46万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $47.34万 | 0.01% | 815 | 815 | — | $47.34万 | 新建仓 |
| CMI | CUMMINS INC | $47.21万 | 0.01% | 662 | 238 | 56.1% | $16.97万 | 加仓 |
| TXN | TEXAS INSTRS INC | $46.83万 | 0.01% | 1,571 | 451 | 40.3% | $13.44万 | 加仓 |
| ECL | ECOLAB INC | $46.53万 | 0.01% | 1,670 | 169 | 11.3% | $4.71万 | 加仓 |
| PCG | PG&E CORP | $46.48万 | 0.01% | 27,631 | 27,631 | — | $46.48万 | 新建仓 |
| AVDE | AMERICAN CENTY ETF TR | $45.60万 | 0.01% | 5,112 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES TR | $45.51万 | 0.01% | 8,104 | -1,108 | -12.0% | -$6.22万 | 减仓 |
| MDT | MEDTRONIC PLC | $45.14万 | 0.01% | 5,770 | 211 | 3.8% | $1.65万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $44.65万 | 0.01% | 18,188 | 2,456 | 15.6% | $6.03万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $44.44万 | 0.01% | 14,809 | -1,000 | -6.3% | -$3.00万 | 减仓 |
| SPGI | S&P GLOBAL INC | $44.43万 | 0.01% | 1,091 | 219 | 25.1% | $8.92万 | 加仓 |
| ABNB | AIRBNB INC | $44.17万 | 0.01% | 3,087 | 3,087 | — | $44.17万 | 新建仓 |
| CLX | CLOROX CO DEL | $43.35万 | 0.01% | 4,542 | 4,542 | — | $43.35万 | 新建仓 |
| — | LAIRD SUPERFOOD INC | $42.98万 | 0.01% | 91,450 | 91,450 | — | $42.98万 | 新建仓 |
| SNDK | SANDISK CORP | $42.97万 | 0.01% | 189 | 189 | — | $42.97万 | 新建仓 |
| SPDW | SPDR INDEX SHS FDS | $42.80万 | 0.01% | 8,493 | 889 | 11.7% | $4.48万 | 加仓 |
| TXT | TEXTRON INC | $42.25万 | 0.01% | 4,606 | 2,302 | 99.9% | $21.12万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $42.12万 | 0.01% | 10,194 | 1,168 | 12.9% | $4.83万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $42.08万 | 0.01% | 4,794 | 565 | 13.4% | $4.96万 | 加仓 |
| BX | BLACKSTONE INC | $41.67万 | 0.01% | 3,541 | 541 | 18.0% | $6.37万 | 加仓 |
| WM | WASTE MGMT INC DEL | $40.92万 | 0.01% | 1,836 | 154 | 9.2% | $3.43万 | 加仓 |
| NUEM | NUSHARES ETF TR | $40.83万 | 0.01% | 9,622 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $40.12万 | 0.01% | 8,261 | 4,178 | 102.3% | $20.29万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $39.97万 | 0.01% | 4,925 | 1,840 | 59.6% | $14.93万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $39.93万 | 0.01% | 9,430 | 952 | 11.2% | $4.03万 | 加仓 |
| TTE | TOTALENERGIES SE | $39.89万 | 0.01% | 5,130 | -60 | -1.2% | -$4,666 | 减仓 |
| GLDM | WORLD GOLD TR | $39.81万 | 0.01% | 5,013 | 1,111 | 28.5% | $8.82万 | 加仓 |
| FTI | TECHNIPFMC PLC | $39.81万 | 0.01% | 6,004 | 6,004 | — | $39.81万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $39.60万 | 0.01% | 758 | 0 | 0.0% | — | 不变 |
| AVEM | AMERICAN CENTY ETF TR | $39.40万 | 0.01% | 4,083 | 0 | 0.0% | — | 不变 |
| IONQ | IONQ INC | $39.07万 | 0.01% | 7,335 | -3,559 | -32.7% | -$18.96万 | 减仓 |
| C | CITIGROUP INC | $38.77万 | 0.01% | 2,770 | 2,770 | — | $38.77万 | 新建仓 |
| HON | HONEYWELL INTL INC | $38.58万 | 0.01% | 1,723 | -1,662 | -49.1% | -$37.21万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $38.09万 | 0.01% | 1,723 | 1,723 | — | $38.09万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $37.62万 | 0.01% | 589 | 589 | — | $37.62万 | 新建仓 |
| MO | ALTRIA GROUP INC | $37.23万 | 0.01% | 5,174 | 681 | 15.2% | $4.90万 | 加仓 |
| GLW | CORNING INC | $36.86万 | 0.01% | 1,443 | -159 | -9.9% | -$4.06万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $36.45万 | 0.01% | 481 | 114 | 31.1% | $8.64万 | 加仓 |
| FTNT | FORTINET INC | $36.12万 | 0.01% | 2,351 | 2,351 | — | $36.12万 | 新建仓 |
| ENB | ENBRIDGE INC | $36.04万 | 0.01% | 6,648 | 1,211 | 22.3% | $6.56万 | 加仓 |
| KLAC | KLA CORP | $35.90万 | 0.01% | 1,190 | 1,190 | — | $35.90万 | 新建仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $35.62万 | 0.01% | 4,023 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $35.46万 | 0.01% | 1,185 | -87 | -6.8% | -$2.60万 | 减仓 |
| MCK | MCKESSON CORP | $35.14万 | 0.01% | 465 | 90 | 24.0% | $6.80万 | 加仓 |
| IGSB | ISHARES TR | $35.00万 | 0.01% | 6,678 | 74 | 1.1% | $3,878 | 加仓 |
| RWR | SPDR SERIES TRUST | $34.29万 | 0.01% | 3,035 | 0 | 0.0% | — | 不变 |
| — | RLJ LODGING TR | $34.28万 | 0.01% | 13,980 | 0 | 0.0% | — | 不变 |