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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $4.32亿 | 12.31% | 661,906 | 33,997 | 5.4% | $2,220.72万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $3.78亿 | 10.76% | 1,739,529 | 118,821 | 7.3% | $2,581.39万 | 加仓 |
| IUSV | ISHARES TR | $3.77亿 | 10.73% | 3,683,055 | 100,859 | 2.8% | $1,031.28万 | 加仓 |
| ACWV | ISHARES INC | $2.91亿 | 8.30% | 2,438,432 | 32,332 | 1.3% | $386.40万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $2.11亿 | 6.02% | 4,233,953 | -70,098 | -1.6% | -$349.72万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2.05亿 | 5.85% | 955,149 | 1,122 | 0.1% | $24.13万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1.08亿 | 3.08% | 181,129 | 959 | 0.5% | $57.31万 | 加仓 |
| IEFA | ISHARES TR | $8,933.13万 | 2.54% | 986,758 | 71,182 | 7.8% | $644.41万 | 加仓 |
| EFV | ISHARES TR | $7,952.13万 | 2.26% | 1,069,553 | -21,375 | -2.0% | -$158.92万 | 减仓 |
| IEMG | ISHARES INC | $7,479.67万 | 2.13% | 1,072,353 | 19,466 | 1.8% | $135.78万 | 加仓 |
| AAPL | APPLE INC | $6,894.35万 | 1.96% | 271,654 | -11,546 | -4.1% | -$293.03万 | 减仓 |
| IWB | ISHARES TR | $4,018.72万 | 1.14% | 112,708 | -1,620 | -1.4% | -$57.76万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $3,983.13万 | 1.13% | 540,891 | 14,859 | 2.8% | $109.42万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3,843.44万 | 1.09% | 59,098 | -734 | -1.2% | -$47.74万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3,546.94万 | 1.01% | 74,018 | 5,301 | 7.7% | $254.02万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $3,432.01万 | 0.98% | 708,215 | -9,884 | -1.4% | -$47.90万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $3,419.81万 | 0.97% | 749,629 | 13,927 | 1.9% | $63.53万 | 加仓 |
| AOR | ISHARES TR | $3,278.15万 | 0.93% | 509,424 | 28,095 | 5.8% | $180.79万 | 加仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $3,120.82万 | 0.89% | 306,744 | -4,886 | -1.6% | -$49.71万 | 减仓 |
| MUB | ISHARES TR | $3,066.59万 | 0.87% | 288,891 | -13,918 | -4.6% | -$147.74万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $3,026.13万 | 0.86% | 94,327 | -65 | -0.1% | -$2.09万 | 减仓 |
| CRBN | ISHARES TR | $2,657.77万 | 0.76% | 119,285 | 2,713 | 2.3% | $60.45万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $2,500.64万 | 0.71% | 332,975 | -82 | -0.0% | -$6,158 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $2,472.00万 | 0.70% | 727,702 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $2,314.40万 | 0.66% | 88,362 | 6,849 | 8.4% | $179.39万 | 加仓 |
| AGG | ISHARES TR | $2,227.24万 | 0.63% | 224,361 | 30,977 | 16.0% | $307.51万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $2,084.76万 | 0.59% | 544,893 | 2,644 | 0.5% | $10.12万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $2,054.93万 | 0.59% | 428,736 | 28,660 | 7.2% | $137.37万 | 加仓 |
| GOOGL | ALPHABET INC | $1,965.00万 | 0.56% | 68,333 | -3,949 | -5.5% | -$113.56万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1,949.91万 | 0.56% | 99,384 | -1,223 | -1.2% | -$24.00万 | 减仓 |
| DEM | WISDOMTREE TR | $1,913.77万 | 0.55% | 385,140 | -27,286 | -6.6% | -$135.58万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,565.42万 | 0.45% | 42,289 | -5,797 | -12.1% | -$214.59万 | 减仓 |
| PWRD | TCW ETF TRUST | $1,564.32万 | 0.45% | 160,006 | 12,927 | 8.8% | $126.38万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,544.54万 | 0.44% | 241,032 | 2,518 | 1.1% | $16.14万 | 加仓 |
| IWN | ISHARES TR | $1,514.51万 | 0.43% | 79,883 | -2,532 | -3.1% | -$48.00万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $1,389.49万 | 0.40% | 281,444 | -987 | -0.3% | -$4.87万 | 减仓 |
| IWM | ISHARES TR | $1,382.11万 | 0.39% | 55,730 | 1,302 | 2.4% | $32.29万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $1,355.02万 | 0.39% | 92,943 | -319 | -0.3% | -$4.65万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $1,310.27万 | 0.37% | 267,783 | 10,380 | 4.0% | $50.79万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,244.24万 | 0.35% | 320,184 | 9 | 0.0% | $350 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,176.02万 | 0.33% | 188,313 | -2,927 | -1.5% | -$18.28万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1,086.17万 | 0.31% | 205,792 | 578 | 0.3% | $3.05万 | 加仓 |
| GOOG | ALPHABET INC | $1,078.57万 | 0.31% | 37,599 | -3,421 | -8.3% | -$98.13万 | 减仓 |
| VOTE | TCW ETF TRUST | $1,007.40万 | 0.29% | 132,031 | 1,255 | 1.0% | $9.58万 | 加仓 |
| IDEV | ISHARES TR | $925.22万 | 0.26% | 110,712 | 7,986 | 7.8% | $66.74万 | 加仓 |
| IJH | ISHARES TR | $912.46万 | 0.26% | 135,119 | -2,684 | -1.9% | -$18.13万 | 减仓 |
| VGT | VANGUARD WORLD FD | $896.85万 | 0.26% | 12,854 | -435 | -3.3% | -$30.35万 | 减仓 |
| DLN | WISDOMTREE TR | $837.16万 | 0.24% | 93,715 | 4,826 | 5.4% | $43.11万 | 加仓 |
| EFA | ISHARES TR | $831.91万 | 0.24% | 85,649 | 1,978 | 2.4% | $19.21万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $829.88万 | 0.24% | 47,584 | -2,272 | -4.6% | -$39.62万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $817.53万 | 0.23% | 114,934 | -548 | -0.5% | -$3.90万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $814.49万 | 0.23% | 150,691 | 10,558 | 7.5% | $57.07万 | 加仓 |
| IJR | ISHARES TR | $802.32万 | 0.23% | 64,541 | 175 | 0.3% | $2.18万 | 加仓 |
| IWD | ISHARES TR | $780.36万 | 0.22% | 36,521 | -120 | -0.3% | -$2.56万 | 减仓 |
| USMV | ISHARES TR | $770.68万 | 0.22% | 83,101 | -105 | -0.1% | -$9,738 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $747.89万 | 0.21% | 25,424 | 655 | 2.6% | $19.27万 | 加仓 |
| IWV | ISHARES TR | $736.07万 | 0.21% | 19,857 | -4,658 | -19.0% | -$172.67万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $677.74万 | 0.19% | 72,300 | 0 | 0.0% | — | 不变 |
| QAI | NEW YORK LIFE INVESTMENTS ET | $671.56万 | 0.19% | 196,822 | 20,731 | 11.8% | $70.73万 | 加仓 |
| DSI | ISHARES TR | $664.68万 | 0.19% | 54,846 | 0 | 0.0% | — | 不变 |
| MNA | NEW YORK LIFE INVESTMENTS ET | $618.73万 | 0.18% | 170,215 | 18,548 | 12.2% | $67.42万 | 加仓 |
| AMZN | AMAZON COM INC | $598.28万 | 0.17% | 28,726 | -4,826 | -14.4% | -$100.51万 | 减仓 |
| ITOT | ISHARES TR | $573.07万 | 0.16% | 40,235 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $558.40万 | 0.16% | 32,913 | 6,757 | 25.8% | $114.64万 | 加仓 |
| SUSA | ISHARES TR | $554.91万 | 0.16% | 42,007 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $545.41万 | 0.16% | 9,533 | -1,691 | -15.1% | -$96.75万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $538.74万 | 0.15% | 12,334 | -583 | -4.5% | -$25.47万 | 减仓 |
| EFAV | ISHARES TR | $510.37万 | 0.15% | 55,857 | -9,821 | -15.0% | -$89.73万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $504.06万 | 0.14% | 20,620 | 754 | 3.8% | $18.43万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $498.40万 | 0.14% | 194,382 | -33,018 | -14.5% | -$84.66万 | 减仓 |
| QQQ | INVESCO QQQ TR | $474.87万 | 0.14% | 8,227 | 300 | 3.8% | $17.32万 | 加仓 |
| IYY | ISHARES TR | $471.29万 | 0.13% | 29,744 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BK CDA | $458.48万 | 0.13% | 28,340 | 258 | 0.9% | $4.17万 | 加仓 |
| VV | VANGUARD INDEX FDS | $431.79万 | 0.12% | 14,448 | 4 | 0.0% | $1,195 | 加仓 |
| IUSG | ISHARES TR | $431.00万 | 0.12% | 27,787 | 0 | 0.0% | — | 不变 |
| VUSB | VANGUARD BD INDEX FDS | $426.18万 | 0.12% | 85,605 | -3,106 | -3.5% | -$15.46万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $420.23万 | 0.12% | 29,094 | -2,367 | -7.5% | -$34.19万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $419.95万 | 0.12% | 26,688 | -337 | -1.2% | -$5.30万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $409.58万 | 0.12% | 81,999 | 289 | 0.4% | $1.44万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $401.81万 | 0.11% | 20,936 | 2,940 | 16.3% | $56.43万 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $381.45万 | 0.11% | 126,518 | -4,086 | -3.1% | -$12.32万 | 减仓 |
| SHY | ISHARES TR | $375.21万 | 0.11% | 45,441 | 3,288 | 7.8% | $27.15万 | 加仓 |
| SCZ | ISHARES TR | $361.83万 | 0.10% | 46,145 | -6,738 | -12.7% | -$52.83万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $359.07万 | 0.10% | 5 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $359.05万 | 0.10% | 36,928 | -2,397 | -6.1% | -$23.31万 | 减仓 |
| TJX | TJX COS INC NEW | $341.28万 | 0.10% | 21,370 | -795 | -3.6% | -$12.70万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $329.63万 | 0.09% | 37,162 | -819 | -2.2% | -$7.26万 | 减仓 |
| AVGO | BROADCOM INC | $322.51万 | 0.09% | 10,420 | -1,596 | -13.3% | -$49.40万 | 减仓 |
| QCOM | QUALCOMM INC | $319.63万 | 0.09% | 24,819 | 12,178 | 96.3% | $156.83万 | 加仓 |
| ADBE | ADOBE INC | $292.55万 | 0.08% | 12,035 | -340 | -2.7% | -$8.26万 | 减仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $287.06万 | 0.08% | 33,007 | 33,007 | — | $287.06万 | 新建仓 |
| PEP | PEPSICO INC | $273.00万 | 0.08% | 17,580 | 973 | 5.9% | $15.11万 | 加仓 |
| ORCL | ORACLE CORP | $272.86万 | 0.08% | 18,548 | -2,217 | -10.7% | -$32.61万 | 减仓 |
| CVX | CHEVRON CORPORATION | $266.61万 | 0.08% | 12,885 | 648 | 5.3% | $13.41万 | 加仓 |
| IWF | ISHARES TR | $266.29万 | 0.08% | 6,245 | -1,446 | -18.8% | -$61.66万 | 减仓 |
| CSCO | CISCO SYS INC | $265.14万 | 0.08% | 34,171 | -292 | -0.8% | -$2.27万 | 减仓 |
| ACWI | ISHARES TR | $238.59万 | 0.07% | 17,243 | 402 | 2.4% | $5.56万 | 加仓 |
| AOM | ISHARES TR | $235.28万 | 0.07% | 49,669 | 4,451 | 9.8% | $21.08万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $231.79万 | 0.07% | 2,000 | -1 | -0.0% | -$1,159 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $222.73万 | 0.06% | 23,700 | -545 | -2.2% | -$5.12万 | 减仓 |