Apriem Advisors
IRVINE CA · SEC CIK 0001425165
$11.55亿2026Q2 申报市值
182持仓数
53.0%前十大占比 · 第一大 13.8%
10 / 16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
GLDM 加仓+$845.63万
AVAV 新建仓+$676.64万
CF 新建仓+$592.86万
MGV 加仓+$559.73万
SCHD 加仓+$352.54万
2026Q2 卖出最多 按季末市值估算
SGOV 减仓-$1,167.59万
MOAT 减仓-$715.21万
SCHX 减仓-$627.49万
REGN 减仓-$481.50万
INTU 清仓-$420.71万
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 |
|---|---|---|---|---|---|---|---|---|
| INTU | INTUIT | $0 | 0.00% | 0 | -9,730 | -100.0% | -$420.71万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -40,942 | -100.0% | -$118.69万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -4,542 | -100.0% | -$110.41万 | 清仓 |
| AMT | AMERICAN TOWER CORP | $0 | 0.00% | 0 | -5,165 | -100.0% | -$89.14万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -10,349 | -100.0% | -$70.52万 | 清仓 |
| COHR | COHERENT CORP | $0 | 0.00% | 0 | -2,290 | -100.0% | -$54.55万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -1,446 | -100.0% | -$40.38万 | 清仓 |
| FCX | FREEPORT MCMORAN INC | $0 | 0.00% | 0 | -5,871 | -100.0% | -$34.51万 | 清仓 |
| NEE | NEXTERA ENERGY INC | $0 | 0.00% | 0 | -3,630 | -100.0% | -$33.72万 | 清仓 |
| BRO | BROWN & BROWN INC | $0 | 0.00% | 0 | -4,343 | -100.0% | -$28.32万 | 清仓 |
| DELL | DELL TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,704 | -100.0% | -$27.97万 | 清仓 |
| SPTI | SPDR SERIES TRUST | $0 | 0.00% | 0 | -9,014 | -100.0% | -$25.83万 | 清仓 |
| NTRA | NATERA INC | $0 | 0.00% | 0 | -1,171 | -100.0% | -$23.42万 | 清仓 |
| ARM | ARM HOLDINGS PLC | $0 | 0.00% | 0 | -1,508 | -100.0% | -$22.81万 | 清仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $0 | 0.00% | 0 | -9,000 | -100.0% | -$21.95万 | 清仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $0 | 0.00% | 0 | -17,300 | -100.0% | -$18.74万 | 清仓 |
| — | CASTOR MARITIME INC | $3.99万 | 0.00% | 19,000 | 0 | 0.0% | — | 不变 |
| DNP | DNP SELECT INCOME FD INC | $19.85万 | 0.02% | 18,400 | 1,000 | 5.7% | $1.08万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $20.31万 | 0.02% | 2,375 | 2,375 | — | $20.31万 | 新建仓 |
| MCD | MCDONALDS CORP | $20.92万 | 0.02% | 774 | -17 | -2.1% | -$4,596 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $21.72万 | 0.02% | 2,900 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD WORLD FD | $22.55万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| — | FIRST TR SR FLTG RATE INCOME | $22.70万 | 0.02% | 23,500 | 2,500 | 11.9% | $2.42万 | 加仓 |
| GNK | GENCO SHIPPING & TRADING LTD | $22.80万 | 0.02% | 9,200 | 200 | 2.2% | $4,956 | 加仓 |
| SDY | SPDR SERIES TRUST | $22.95万 | 0.02% | 1,508 | 0 | 0.0% | — | 不变 |
| CBSH | COMMERCE BANCSHARES INC | $23.20万 | 0.02% | 4,018 | 0 | 0.0% | — | 重新持有 |
| AHR | AMERICAN HEALTHCARE REIT INC | $24.06万 | 0.02% | 4,613 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC | $24.65万 | 0.02% | 2,168 | -309 | -12.5% | -$3.51万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $24.69万 | 0.02% | 9,500 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $24.92万 | 0.02% | 3,015 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $24.97万 | 0.02% | 3,240 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC DEL | $25.26万 | 0.02% | 2,000 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $25.36万 | 0.02% | 1,500 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD ADMIRAL FDS INC | $25.73万 | 0.02% | 3,114 | 3,114 | — | $25.73万 | 新建仓 |
| SOLV | SOLVENTUM CORP | $26.05万 | 0.02% | 3,377 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $26.99万 | 0.02% | 3,500 | -145 | -4.0% | -$1.12万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $27.06万 | 0.02% | 434 | -7,722 | -94.7% | -$481.50万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $27.37万 | 0.02% | 9,700 | 0 | 0.0% | — | 不变 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $28.11万 | 0.02% | 15,083 | -4 | -0.0% | -$75 | 减仓 |
| DBL | DOUBLELINE OPPORTUNISTIC CR | $28.92万 | 0.03% | 20,110 | -4,000 | -16.6% | -$5.75万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $29.28万 | 0.03% | 6,358 | 6,358 | — | $29.28万 | 新建仓 |
| IBB | ISHARES TR | $29.38万 | 0.03% | 1,545 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $29.52万 | 0.03% | 9,500 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC | $29.83万 | 0.03% | 1,216 | 200 | 19.7% | $4.91万 | 重新持有 |
| FAST | FASTENAL CO | $30.50万 | 0.03% | 6,350 | -3,850 | -37.7% | -$18.49万 | 减仓 |
| TXN | TEXAS INSTRS INC | $31.11万 | 0.03% | 1,044 | 7 | 0.7% | $2,086 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $31.21万 | 0.03% | 2,466 | 66 | 2.8% | $8,354 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $31.85万 | 0.03% | 801 | -167 | -17.3% | -$6.64万 | 减仓 |
| PBF | PBF ENERGY INC | $32.11万 | 0.03% | 7,054 | -151 | -2.1% | -$6,874 | 减仓 |
| ABT | ABBOTT LABORATORIES | $32.25万 | 0.03% | 3,554 | 100 | 2.9% | $9,075 | 加仓 |
| CAT | CATERPILLAR INC | $32.69万 | 0.03% | 307 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $32.80万 | 0.03% | 10,871 | -266 | -2.4% | -$8,025 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $33.87万 | 0.03% | 1,204 | 50 | 4.3% | $1.41万 | 加仓 |
| WMT | WALMART INC | $34.52万 | 0.03% | 3,048 | -2,387 | -43.9% | -$27.03万 | 减仓 |
| — | CADELER A S | $35.06万 | 0.03% | 16,000 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $35.22万 | 0.03% | 4,502 | 430 | 10.6% | $3.36万 | 加仓 |
| VGT | VANGUARD WORLD FD | $35.83万 | 0.03% | 2,997 | 85 | 2.9% | $1.02万 | 加仓 |
| XEVVX | EATON VANCE LIMITED DURATION | $36.66万 | 0.03% | 39,129 | 7,631 | 24.2% | $7.15万 | 加仓 |
| SGOL | ETFS GOLD TR | $36.81万 | 0.03% | 9,629 | -100 | -1.0% | -$3,823 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $37.37万 | 0.03% | 8,826 | 104 | 1.2% | $4,404 | 加仓 |
| PFXF | VANECK ETF TRUST | $37.46万 | 0.03% | 21,000 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $37.82万 | 0.03% | 4,654 | 3 | 0.1% | $244 | 加仓 |
| CRM | SALESFORCE INC | $39.13万 | 0.03% | 2,498 | -72 | -2.8% | -$1.13万 | 减仓 |
| PFEB | INNOVATOR ETFS TRUST | $39.40万 | 0.03% | 9,150 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $39.74万 | 0.03% | 2,712 | -932 | -25.6% | -$13.66万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $39.89万 | 0.03% | 1,830 | 338 | 22.7% | $7.37万 | 加仓 |
| NAC | NUVEEN CA DIVI ADV MUN | $40.14万 | 0.03% | 33,120 | 900 | 2.8% | $1.09万 | 加仓 |
| C | CITIGROUP INC | $40.67万 | 0.04% | 2,906 | 253 | 9.5% | $3.54万 | 加仓 |
| ASML | ASML HLDG NV | $43.77万 | 0.04% | 220 | 0 | 0.0% | — | 不变 |
| NYT | NEW YORK TIMES CO MTN BE | $45.26万 | 0.04% | 6,468 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL ETF TRUST | $45.97万 | 0.04% | 5,610 | 0 | 0.0% | — | 不变 |
| CELH | CELSIUS HLDGS INC | $46.76万 | 0.04% | 15,969 | -2,171 | -12.0% | -$6.36万 | 减仓 |
| QLD | PROSHARES TR | $47.26万 | 0.04% | 4,884 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $47.33万 | 0.04% | 991 | -664 | -40.1% | -$31.71万 | 减仓 |
| GKOS | GLAUKOS CORP | $47.69万 | 0.04% | 3,412 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP | $48.99万 | 0.04% | 2,867 | 2,867 | — | $48.99万 | 新建仓 |
| BALT | INNOVATOR ETFS TRUST | $50.09万 | 0.04% | 14,617 | 14,617 | — | $50.09万 | 新建仓 |
| — | BLACKROCK FLOATING RATE INCO | $52.58万 | 0.05% | 47,848 | 3,561 | 8.0% | $3.91万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $53.62万 | 0.05% | 1,800 | 1,800 | — | $53.62万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $54.73万 | 0.05% | 6,354 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $56.72万 | 0.05% | 4,189 | 37 | 0.9% | $5,010 | 加仓 |
| IVV | ISHARES TR | $56.92万 | 0.05% | 760 | 0 | 0.0% | — | 不变 |
| — | NUVEEN CALIF AMT FREE MUNI I | $56.93万 | 0.05% | 45,436 | 2,000 | 4.6% | $2.51万 | 加仓 |
| GE | GE AEROSPACE | $58.85万 | 0.05% | 1,575 | 1 | 0.1% | $374 | 加仓 |
| HLI | HOULIHAN LOKEY INC | $60.10万 | 0.05% | 4,481 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC | $61.24万 | 0.05% | 2,770 | 2,770 | — | $61.24万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $61.34万 | 0.05% | 6,648 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $61.52万 | 0.05% | 5,273 | 18 | 0.3% | $2,100 | 加仓 |
| HON | HONEYWELL INTL INC | $62.04万 | 0.05% | 2,771 | -2,768 | -50.0% | -$61.98万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $65.68万 | 0.06% | 2,300 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $66.75万 | 0.06% | 11,584 | 2 | 0.0% | $115 | 加仓 |
| INTC | INTEL CORP | $68.11万 | 0.06% | 4,878 | -840 | -14.7% | -$11.73万 | 减仓 |
| UNP | UNION PAC CORP | $68.14万 | 0.06% | 2,505 | -38 | -1.5% | -$1.03万 | 减仓 |
| IGIB | ISHARES TR | $70.37万 | 0.06% | 13,234 | 3,215 | 32.1% | $17.09万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $70.97万 | 0.06% | 1,918 | 31 | 1.6% | $1.15万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $73.59万 | 0.06% | 1,445 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $73.87万 | 0.06% | 2,153 | -735 | -25.5% | -$25.22万 | 减仓 |
| EMR | EMERSON ELEC CO | $75.65万 | 0.07% | 5,285 | 4 | 0.1% | $573 | 加仓 |
| AMAT | APPLIED MATLS INC | $76.35万 | 0.07% | 1,056 | 300 | 39.7% | $21.69万 | 加仓 |
| CVBF | CVB FINL CORP | $77.80万 | 0.07% | 34,500 | 0 | 0.0% | — | 不变 |