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Livermore
Livermore
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Aspiriant, LLC

SEC CIK
0001433541
最新申報
2026/7/20

2022 年第 2 季持倉

持倉截至 2022/6/30，2022/7/25 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。

機構總覽
持股檔數
274
較 2022 年第 1 季 0
總值
$20.7 億
較 2022 年第 1 季 +$2.53 億 (+13.9%)
申報日
2022/7/25
SEC
Aspiriant, LLC 在 2022 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
SLNOSoleno Therapeutics IncCOM NEW57,295$1.10 萬<0.1%+40,000+231.3%加碼歷史
SERASera Prognostics, Inc.CLASS A COM16,472$2.80 萬<0.1%00.0%不變歷史
CANGCango Inc.ADS16,500$3.70 萬<0.1%00.0%不變歷史
PRVBProvention Bio, Inc.COM11,000$4.40 萬<0.1%+11,000新進歷史
DNMRDanimer Scientific, Inc.COM CL A11,850$5.40 萬<0.1%+1,850+18.5%加碼歷史
SOFISoFi Technologies, Inc.Stock15,633$8.20 萬<0.1%00.0%不變歷史
MRCCMonroe Capital CorpCOM10,000$9.00 萬<0.1%+10,000新進歷史
NOKNokia CorpSPONSORED ADR23,830$11.0 萬<0.1%00.0%不變歷史
HBIHanesbrands Inc.COM11,000$11.3 萬<0.1%+11,000新進歷史
IGRCbre Global Real Estate Income FundCOM15,775$11.5 萬<0.1%00.0%不變歷史
iShares Tr464287796U.S. ENERGY ETF5,356$20.4 萬<0.1%00.0%不變–
MSMorgan StanleyStock2,762$20.9 萬<0.1%−99−3.5%減碼歷史
iShares MSCI Acwi Ex U.S. ETF464288240ETF4,671$21.0 萬<0.1%−1,663−26.3%減碼–
TGTTarget CorpStock1,492$21.1 萬<0.1%−51−3.3%減碼歷史
ILMNIllumina, Inc.COM1,146$21.1 萬<0.1%+23+2.0%加碼歷史
METMetlife IncStock3,388$21.3 萬<0.1%+42+1.3%加碼歷史
Nushares ETF Tr67092P607NUVEEN ESG SMLCP6,506$21.3 萬<0.1%00.0%不變–
State Street Utilities Select Sector SPDR ETF81369Y886ETF3,057$21.4 萬<0.1%−153−4.8%減碼–
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL3,464$21.5 萬<0.1%00.0%不變–
CICigna GroupStock822$21.6 萬<0.1%−43−5.0%減碼歷史
BOXBox IncCL A8,586$21.6 萬<0.1%00.0%不變歷史
PEGPublic Service Enterprise Group IncCOM3,434$21.7 萬<0.1%−47−1.4%減碼歷史
GSGoldman Sachs Group IncStock737$21.8 萬<0.1%−40−5.1%減碼歷史
Invesco Exch Traded FD Tr II46138E511PFD ETF17,991$22.3 萬<0.1%00.0%不變–
RMDResmed IncCOM1,065$22.4 萬<0.1%+1,065新進歷史
AMDAdvanced Micro Devices IncStock2,949$22.5 萬<0.1%+74+2.6%加碼歷史
ISRGIntuitive Surgical IncCOM NEW1,136$22.8 萬<0.1%+1,136新進歷史
Schwab U.S. Small-Cap ETF808524607ETF5,910$23.0 萬<0.1%+450+8.2%加碼–
PANWPalo Alto Networks IncStock466$23.0 萬<0.1%−128−21.5%減碼歷史
BEPBrookfield Renewable Partners L.P.PARTNERSHIP UNIT6,636$23.1 萬<0.1%00.0%不變歷史
ELVElevance Health, Inc.Stock482$23.3 萬<0.1%−12−2.4%減碼歷史
Dimensional ETF Trust25434V401US EQUI MARK ETF5,684$23.3 萬<0.1%−540−8.7%減碼–
SPTSprout Social, Inc.COM CL A4,029$23.4 萬<0.1%00.0%不變歷史
ECLEcolab Inc.Stock1,523$23.5 萬<0.1%+1+0.1%加碼歷史
ENBEnbridge IncStock5,577$23.6 萬<0.1%−1,689−23.2%減碼歷史
KHCKraft Heinz CoStock6,237$23.9 萬<0.1%00.0%不變歷史
TTETotalEnergies SESPONSORED ADS4,572$24.1 萬<0.1%00.0%不變歷史
MROMarathon Oil CorpCOM10,801$24.3 萬<0.1%−305−2.7%減碼歷史
LMTLockheed Martin CorpStock573$24.5 萬<0.1%−1,532−72.8%減碼歷史
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF4,670$24.7 萬<0.1%+4,670新進–
BMRCBank of Marin BancorpCOM7,782$24.7 萬<0.1%+7,782新進歷史
PYPLPayPal Holdings, Inc.Stock3,572$24.9 萬<0.1%−22−0.6%減碼歷史
OXYOccidental Petroleum CorpStock4,291$25.3 萬<0.1%−100−2.3%減碼歷史
CVSCVS Health CorpStock2,728$25.3 萬<0.1%−89−3.2%減碼歷史
Vanguard Emerging Markets Government Bond ETF921946885ETF4,154$25.5 萬<0.1%+9+0.2%加碼–
EWEdwards Lifesciences CorpStock2,725$25.9 萬<0.1%+2,725新進歷史
COFCapital One Financial CorpStock2,479$25.9 萬<0.1%−212−7.9%減碼歷史
ProShares Tr74347B714SHORT QQQ NEW18,300$26.4 萬<0.1%+18,300新進–
IAUiShares Gold TrustETF7,868$26.9 萬<0.1%+1,185+17.7%加碼歷史
BDXBecton Dickinson & CoStock1,096$27.1 萬<0.1%−36−3.2%減碼歷史
PIMCO Active Bond Exchange-Traded Fund72201R775ETF2,846$27.1 萬<0.1%00.0%不變–
CPCanadian Pacific Kansas City LtdCOM3,892$27.2 萬<0.1%+3,892新進歷史
AMATApplied Materials IncStock3,000$27.3 萬<0.1%−55−1.8%減碼歷史
SPDR Series Trust78464A755ST STR SP METAL6,303$27.4 萬<0.1%+6,303新進–
UPSUnited Parcel Service IncStock1,523$27.8 萬<0.1%−44−2.8%減碼歷史
GEGeneral Electric CoStock4,421$28.1 萬<0.1%−1,448−24.7%減碼歷史
WMWaste Management IncStock1,842$28.2 萬<0.1%−33−1.8%減碼歷史
MDTMedtronic plcStock3,216$28.9 萬<0.1%+1,136+54.6%加碼歷史
SPDR Series Trust78464A607ST STR DOW REIT3,053$29.0 萬<0.1%+18+0.6%加碼–
ADPAutomatic Data Processing IncStock1,406$29.7 萬<0.1%+23+1.7%加碼歷史
VanEck ETF Trust92189H805RARE EARTH AND S3,446$29.9 萬<0.1%+3,446新進–
Vanguard Whitehall FDS921946794INTL HIGH ETF5,108$30.0 萬<0.1%00.0%不變–
iShares Tr464288885EAFE GRWTH ETF3,742$30.1 萬<0.1%+1,573+72.5%加碼–
iShares Select U.S. REIT ETF464287564ETF4,960$30.2 萬<0.1%00.0%不變–
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 1981$30.2 萬<0.1%00.0%不變歷史
HONHoneywell International IncCOM1,731$30.2 萬<0.1%+295+20.5%加碼歷史
BUDAnheuser-Busch InBev SA/NVADR5,670$30.6 萬<0.1%00.0%不變歷史
TAT&T Inc.Stock14,976$31.3 萬<0.1%+2,169+16.9%加碼歷史
AVGOBroadcom Inc.Stock653$31.7 萬<0.1%−54−7.6%減碼歷史
SRESempraStock2,129$32.0 萬<0.1%−412−16.2%減碼歷史
Invesco Exch Traded FD Tr II46138G508SR LN ETF16,020$32.5 萬<0.1%00.0%不變–
LLoews CorpCOM5,500$32.6 萬<0.1%−28−0.5%減碼歷史
LINLinde PLCSHS1,131$32.6 萬<0.1%+6+0.5%加碼歷史
Flexshares Tr33939L746US QUALITY CAP7,832$32.9 萬<0.1%00.0%不變–
VODVodafone Group Public Ltd CoADR21,163$33.0 萬<0.1%+163+0.8%加碼歷史
HOODRobinhood Markets, Inc.Stock41,328$33.9 萬<0.1%+41,328新進歷史
DEDeere & CoStock1,131$33.9 萬<0.1%−11−1.0%減碼歷史
Invesco Exchange Traded FD T46137V100AEROSPACE DEFN4,995$35.0 萬<0.1%+4,995新進–
SPDR Index Shs FDS78463X749ST DOW GLOBA ETF8,133$35.8 萬<0.1%00.0%不變–
RLJ.PARLJ Lodging TrustCUM CONV PFD A13,980$36.3 萬<0.1%00.0%不變歷史
COURCoursera, Inc.COM26,037$36.9 萬<0.1%−62−0.2%減碼歷史
Vanguard BD Index FDS92203C303VANGUARD ULTRA7,505$36.9 萬<0.1%+7,505新進–
NVSNovartis AGADR4,430$37.4 萬<0.1%−151−3.3%減碼歷史
SPDR Index Shs FDS78463X871ST INTL CAP ETF12,993$37.5 萬<0.1%00.0%不變–
ALGNAlign Technology IncCOM1,606$38.0 萬<0.1%00.0%不變歷史
iShares MSCI USA Quality Factor ETF46432F339ETF3,429$38.3 萬<0.1%00.0%不變–
iShares Tr46434V803HDG MSCI EAFE12,065$38.4 萬<0.1%00.0%不變–
DUKDuke Energy CORPStock3,596$38.5 萬<0.1%−76−2.1%減碼歷史
Schwab US Dividend Equity ETF808524797ETF5,378$38.6 萬<0.1%+213+4.1%加碼–
Schwab US Aggregate Bond ETF808524839ETF8,084$38.8 萬<0.1%−953−10.5%減碼–
COPConocoPhillipsStock4,386$39.5 萬<0.1%+78+1.8%加碼歷史
FDXFedEx CorpStock1,777$40.2 萬<0.1%−3−0.2%減碼歷史
State Street Technology Select Sector SPDR ETF81369Y803ETF3,207$40.7 萬<0.1%−670−17.3%減碼–
SBUXStarbucks CorpStock5,350$40.8 萬<0.1%−30−0.6%減碼歷史
Vanguard Total World Stock ETF922042742ETF4,792$40.9 萬<0.1%+11+0.2%加碼–
iShares U.S. Medical Devices ETF464288810ETF8,130$41.0 萬<0.1%00.0%不變–
KMIKinder Morgan, Inc.Stock24,661$41.4 萬<0.1%00.0%不變歷史
WisdomTree Tr97717W307US LARGECAP DIVD7,023$41.5 萬<0.1%+7,023新進–
ORealty Income CorpREIT6,166$42.1 萬<0.1%−32−0.5%減碼歷史
iShares Inc464286319EM MKTS DIV ETF15,958$42.4 萬<0.1%00.0%不變–

2022 年第 1 季之後清倉（23 檔）

2022 年第 1 季季末還持有、這份申報已經沒有的部位。

Aspiriant, LLC 在 2022 年第 1 季之後清倉的部位
證券類別2022 年第 1 季股數2022 年第 1 季市值2022 年第 1 季佔組合 %紀錄
LDOSLeidos Holdings, Inc.COM135,380$1,462 萬0.8%歷史
SAICScience Applications International CorpCOM77,360$713.0 萬0.4%歷史
SPDR Series Trust78464A284ST NUVE HIGH ETF40,500$223.4 萬0.1%–
iShares Tr464288513IBOXX HI YD ETF8,141$67.0 萬<0.1%–
MOAltria Group, Inc.Stock11,877$62.0 萬<0.1%歷史
State Street SPDR S&P Semiconductor ETF78464A862ETF2,605$54.0 萬<0.1%–
State Street Health Care Select Sector SPDR ETF81369Y209ETF3,148$43.1 萬<0.1%–
Vanguard Star FDS921909768VG TL INTL STK F6,072$36.3 萬<0.1%–
Vanguard Financials ETF92204A405ETF3,847$35.9 萬<0.1%–
WDAYWorkday, Inc.CL A1,257$30.1 萬<0.1%歷史
WOLFWolfspeed, Inc.Stock2,478$28.3 萬<0.1%歷史
iShares S&P 500 Growth ETF464287309ETF3,620$27.7 萬<0.1%–
WPPWPP plcADR3,998$26.2 萬<0.1%歷史
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF3,091$23.4 萬<0.1%–
PMPhilip Morris International Inc.Stock2,378$22.4 萬<0.1%歷史
ITWIllinois Tool Works IncStock1,063$22.2 萬<0.1%歷史
ADIAnalog Devices IncStock1,346$22.1 萬<0.1%歷史
Vanguard Health Care ETF92204A504ETF866$22.0 萬<0.1%–
Flexshares Tr33939L407MORNSTAR UPSTR4,670$21.9 萬<0.1%–
iShares S&P Mid-Cap 400 Growth ETF464287606ETF2,670$20.6 萬<0.1%–
Invesco Exch Traded FD Tr II46138G805TAXABLE MUN BD6,805$20.3 萬<0.1%–
JEFJefferies Financial Group Inc.COM6,131$20.1 萬<0.1%歷史
BDJBlackRock Enhanced Equity Dividend TrustCOM12,900$12.8 萬<0.1%歷史