Apriem Advisors
IRVINE CA · SEC CIK 0001425165
$10.48亿2026Q1 申报市值
186持仓数
52.7%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
2026Q1 买入最多 按季末市值估算
SGOV 新建仓+$1,488.29万
VWO 加仓+$1,456.67万
MGV 加仓+$900.40万
SCHD 加仓+$770.27万
VB 加仓+$703.90万
2026Q1 卖出最多 按季末市值估算
SCHX 减仓-$1,370.01万
MGK 减仓-$1,324.47万
SPTI 减仓-$1,229.13万
LRCX 减仓-$767.71万
BND 减仓-$722.72万
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 |
|---|---|---|---|---|---|---|---|---|
| MU | MICRON TECHNOLOGY INC | $76.55万 | 0.07% | 2,266 | 823 | 57.0% | $27.80万 | 加仓 |
| MS | MORGAN STANLEY | $73.08万 | 0.07% | 4,441 | 100 | 2.3% | $1.65万 | 加仓 |
| SLV | ISHARES SILVER TR | $70.52万 | 0.07% | 10,349 | 10,349 | — | $70.52万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $70.24万 | 0.07% | 11,582 | -60 | -0.5% | -$3,639 | 减仓 |
| EMR | EMERSON ELEC CO | $69.19万 | 0.07% | 5,281 | 1 | 0.0% | $131 | 加仓 |
| WMT | WALMART INC | $67.54万 | 0.06% | 5,435 | 344 | 6.8% | $4.27万 | 加仓 |
| CVBF | CVB FINL CORP | $66.90万 | 0.06% | 34,500 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $66.53万 | 0.06% | 5,006 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $64.48万 | 0.06% | 4,152 | 241 | 6.2% | $3.74万 | 加仓 |
| CELH | CELSIUS HLDGS INC | $64.36万 | 0.06% | 18,140 | 0 | 0.0% | — | 不变 |
| HLI | HOULIHAN LOKEY INC | $64.36万 | 0.06% | 4,481 | 4,481 | — | $64.36万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $62.48万 | 0.06% | 6,648 | -2,198 | -24.8% | -$20.66万 | 减仓 |
| UNP | UNION PAC CORP | $61.70万 | 0.06% | 2,543 | 71 | 2.9% | $1.72万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $60.54万 | 0.06% | 1,887 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $55.93万 | 0.05% | 1,655 | 100 | 6.4% | $3.38万 | 加仓 |
| COHR | COHERENT CORP | $54.55万 | 0.05% | 2,290 | 0 | 0.0% | — | 不变 |
| NYT | NEW YORK TIMES CO MTN BE | $54.16万 | 0.05% | 6,468 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $53.60万 | 0.05% | 3,644 | -102 | -2.7% | -$1.50万 | 减仓 |
| IGIB | ISHARES TR | $53.32万 | 0.05% | 10,019 | 5,297 | 112.2% | $28.19万 | 加仓 |
| — | NUVEEN CALIF AMT FREE MUNI I | $51.69万 | 0.05% | 43,436 | 2,000 | 4.8% | $2.38万 | 加仓 |
| IVV | ISHARES TR | $49.64万 | 0.05% | 760 | -253 | -25.0% | -$16.53万 | 减仓 |
| — | BLACKROCK FLOATING RATE INCO | $48.80万 | 0.05% | 44,287 | 58 | 0.1% | $639 | 加仓 |
| CRM | SALESFORCE INC | $47.97万 | 0.05% | 2,570 | 605 | 30.8% | $11.29万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $47.85万 | 0.05% | 2,300 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $47.33万 | 0.05% | 10,200 | -4,100 | -28.7% | -$19.02万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $46.26万 | 0.04% | 1,059 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $44.68万 | 0.04% | 1,574 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $44.62万 | 0.04% | 968 | -96 | -9.0% | -$4.43万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $43.78万 | 0.04% | 8,722 | -340 | -3.8% | -$1.71万 | 减仓 |
| SGOL | ETFS GOLD TR | $43.41万 | 0.04% | 9,729 | -500 | -4.9% | -$2.23万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $40.38万 | 0.04% | 1,446 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL ETF TRUST | $39.78万 | 0.04% | 5,610 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $39.47万 | 0.04% | 11,137 | 24 | 0.2% | $851 | 加仓 |
| — | CADELER A S | $37.65万 | 0.04% | 16,000 | 0 | 0.0% | — | 不变 |
| NAC | NUVEEN CA DIVI ADV MUN | $37.54万 | 0.04% | 32,220 | 0 | 0.0% | — | 不变 |
| PFXF | VANECK ETF TRUST | $36.83万 | 0.04% | 21,000 | 0 | 0.0% | — | 不变 |
| GKOS | GLAUKOS CORP | $36.73万 | 0.04% | 3,412 | 0 | 0.0% | — | 不变 |
| PFEB | INNOVATOR ETFS TRUST | $36.69万 | 0.04% | 9,150 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $35.47万 | 0.03% | 3,454 | 141 | 4.3% | $1.45万 | 加仓 |
| KO | COCA COLA CO | $35.37万 | 0.03% | 4,651 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $35.29万 | 0.03% | 4,072 | -120 | -2.9% | -$1.04万 | 减仓 |
| DBL | DOUBLELINE OPPORTUNISTIC CR | $35.20万 | 0.03% | 24,110 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $34.51万 | 0.03% | 5,871 | 1 | 0.0% | $59 | 加仓 |
| PBF | PBF ENERGY INC | $34.31万 | 0.03% | 7,205 | -219 | -2.9% | -$1.04万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $33.72万 | 0.03% | 3,630 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $31.43万 | 0.03% | 2,400 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $30.09万 | 0.03% | 2,653 | 362 | 15.8% | $4.11万 | 加仓 |
| QLD | PROSHARES TR | $29.79万 | 0.03% | 4,884 | 0 | 0.0% | — | 不变 |
| XEVVX | EATON VANCE LIMITED DURATION | $29.77万 | 0.03% | 31,498 | 30 | 0.1% | $284 | 加仓 |
| VTV | VANGUARD INDEX FDS | $29.27万 | 0.03% | 1,492 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $29.06万 | 0.03% | 220 | 24 | 12.2% | $3.17万 | 加仓 |
| BRO | BROWN & BROWN INC | $28.32万 | 0.03% | 4,343 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $27.98万 | 0.03% | 1,154 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $27.97万 | 0.03% | 1,704 | -103 | -5.7% | -$1.69万 | 减仓 |
| PSX | PHILLIPS 66 | $27.33万 | 0.03% | 1,500 | -21 | -1.4% | -$3,826 | 重新持有 |
| — | INNOVATOR ETFS TRUST | $26.76万 | 0.03% | 9,700 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $26.68万 | 0.03% | 9,500 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $26.09万 | 0.02% | 1,545 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $25.84万 | 0.02% | 756 | 756 | — | $25.84万 | 新建仓 |
| SPTI | SPDR SERIES TRUST | $25.83万 | 0.02% | 9,014 | -428,867 | -97.9% | -$1,229.13万 | 减仓 |
| VGT | VANGUARD WORLD FD | $25.43万 | 0.02% | 364 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $25.23万 | 0.02% | 5,718 | 56 | 1.0% | $2,471 | 加仓 |
| IJH | ISHARES TR | $24.61万 | 0.02% | 3,645 | -1,000 | -21.5% | -$6.75万 | 减仓 |
| MCD | MCDONALDS CORP | $24.59万 | 0.02% | 791 | 58 | 7.9% | $1.80万 | 加仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $24.25万 | 0.02% | 15,087 | 15,087 | — | $24.25万 | 新建仓 |
| GM | GENERAL MTRS CO | $24.14万 | 0.02% | 3,240 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $24.12万 | 0.02% | 9,500 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $24.00万 | 0.02% | 3,015 | 0 | 0.0% | — | 不变 |
| NTRA | NATERA INC | $23.42万 | 0.02% | 1,171 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC | $22.81万 | 0.02% | 1,508 | 1,508 | — | $22.81万 | 新建仓 |
| VDC | VANGUARD WORLD FD | $22.46万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC | $22.33万 | 0.02% | 2,477 | -1,472 | -37.3% | -$13.27万 | 减仓 |
| SOLV | SOLVENTUM CORP | $22.05万 | 0.02% | 3,377 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $22.01万 | 0.02% | 1,508 | 0 | 0.0% | — | 不变 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $21.95万 | 0.02% | 9,000 | 0 | 0.0% | — | 不变 |
| AHR | AMERICAN HEALTHCARE REIT INC | $21.75万 | 0.02% | 4,613 | -1,368 | -22.9% | -$6.45万 | 减仓 |
| CAT | CATERPILLAR INC | $21.75万 | 0.02% | 307 | 307 | — | $21.75万 | 新建仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $21.21万 | 0.02% | 2,900 | -100 | -3.3% | -$7,314 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $20.53万 | 0.02% | 7,060 | -200 | -2.8% | -$5,816 | 减仓 |
| IRM | IRON MTN INC DEL | $20.43万 | 0.02% | 2,000 | -7 | -0.3% | -$715 | 重新持有 |
| GNK | GENCO SHIPPING & TRADING LTD | $20.30万 | 0.02% | 9,000 | 9,000 | — | $20.30万 | 新建仓 |
| — | FIRST TR SR FLTG RATE INCOME | $20.24万 | 0.02% | 21,000 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $20.14万 | 0.02% | 1,037 | -180 | -14.8% | -$3.50万 | 重新持有 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $18.74万 | 0.02% | 17,300 | 0 | 0.0% | — | 不变 |
| DNP | DNP SELECT INCOME FD INC | $17.92万 | 0.02% | 17,400 | 0 | 0.0% | — | 不变 |
| — | CASTOR MARITIME INC | $3.52万 | 0.00% | 19,000 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -108,555 | -100.0% | -$633.74万 | 清仓 |
| CPRT | COPART INC | $0 | 0.00% | 0 | -142,399 | -100.0% | -$557.49万 | 清仓 |
| NEM | NEWMONT CORP | $0 | 0.00% | 0 | -12,000 | -100.0% | -$119.82万 | 清仓 |
| SPYM | SPDR SERIES TRUST | $0 | 0.00% | 0 | -4,041 | -100.0% | -$32.42万 | 清仓 |
| ROP | ROPER TECHNOLOGIES INC | $0 | 0.00% | 0 | -675 | -100.0% | -$30.05万 | 清仓 |
| CSGP | COSTAR GROUP INC | $0 | 0.00% | 0 | -4,208 | -100.0% | -$28.29万 | 清仓 |
| — | NUVEEN S&P 500 BUY-WRITE INC | $0 | 0.00% | 0 | -17,968 | -100.0% | -$26.41万 | 清仓 |
| VRSK | VERISK ANALYTICS INC | $0 | 0.00% | 0 | -1,112 | -100.0% | -$24.87万 | 清仓 |
| BITB | BITWISE BITCOIN ETF TR | $0 | 0.00% | 0 | -5,214 | -100.0% | -$24.80万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -4,944 | -100.0% | -$24.55万 | 清仓 |
| TYL | TYLER TECHNOLOGIES INC | $0 | 0.00% | 0 | -520 | -100.0% | -$23.61万 | 清仓 |
| ONON | ON HLDG AG | $0 | 0.00% | 0 | -5,000 | -100.0% | -$23.24万 | 清仓 |
| SEIC | SEI INVTS CO | $0 | 0.00% | 0 | -2,648 | -100.0% | -$21.72万 | 清仓 |
| ECL | ECOLAB INC | $0 | 0.00% | 0 | -822 | -100.0% | -$21.58万 | 清仓 |