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 |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | $1.44亿 | 13.78% | 5,632,258 | -534,325 | -8.7% | -$1,370.01万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $6,887.76万 | 6.57% | 935,329 | -98,142 | -9.5% | -$722.72万 | 减仓 |
| AAPL | APPLE INC | $5,946.56万 | 5.68% | 234,310 | -2,057 | -0.9% | -$52.20万 | 减仓 |
| MOAT | VANECK ETF TRUST | $5,246.27万 | 5.01% | 542,530 | 29,289 | 5.7% | $283.22万 | 加仓 |
| MGV | VANGUARD WORLD FD | $4,571.48万 | 4.36% | 315,383 | 62,118 | 24.5% | $900.40万 | 加仓 |
| BIL | SPDR SERIES TRUST | $4,307.71万 | 4.11% | 470,068 | 32,643 | 7.5% | $299.14万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $3,658.01万 | 3.49% | 570,851 | -2,798 | -0.5% | -$17.93万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $3,444.92万 | 3.29% | 637,358 | 269,504 | 73.3% | $1,456.67万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $3,433.69万 | 3.28% | 1,119,196 | 251,065 | 28.9% | $770.27万 | 加仓 |
| GOOGL | ALPHABET INC | $3,297.85万 | 3.15% | 114,684 | -1,672 | -1.4% | -$48.08万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $2,557.12万 | 2.44% | 107,614 | -15,435 | -12.5% | -$366.77万 | 减仓 |
| — | EXXON MOBIL CORP | $2,431.55万 | 2.32% | 143,319 | 8,543 | 6.3% | $144.94万 | 加仓 |
| MGK | VANGUARD WORLD FD | $2,320.46万 | 2.21% | 63,152 | -36,046 | -36.3% | -$1,324.47万 | 减仓 |
| AMZN | AMAZON COM INC | $1,967.46万 | 1.88% | 94,467 | -15,254 | -13.9% | -$317.70万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,848.01万 | 1.76% | 746,672 | -51,907 | -6.5% | -$128.47万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,636.62万 | 1.56% | 25,166 | -174 | -0.7% | -$11.32万 | 减仓 |
| SGOV | ISHARES TR | $1,488.29万 | 1.42% | 147,853 | 147,853 | — | $1,488.29万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $1,313.67万 | 1.25% | 44,658 | -160 | -0.4% | -$4.71万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $1,197.08万 | 1.14% | 56,027 | -35,931 | -39.1% | -$767.71万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,150.84万 | 1.10% | 13,604 | -574 | -4.0% | -$48.56万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $1,118.93万 | 1.07% | 55,125 | -105 | -0.2% | -$2.13万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,090.01万 | 1.04% | 29,446 | -8,011 | -21.4% | -$296.55万 | 减仓 |
| VB | VANGUARD INDEX FDS | $1,073.76万 | 1.02% | 40,996 | 26,875 | 190.3% | $703.90万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $1,015.94万 | 0.97% | 404,757 | -321 | -0.1% | -$8,057 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $1,013.05万 | 0.97% | 436,285 | -24,567 | -5.3% | -$57.04万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $930.42万 | 0.89% | 53,350 | 1,744 | 3.4% | $30.42万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $897.23万 | 0.86% | 272,299 | -1,720 | -0.6% | -$5.67万 | 减仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $858.49万 | 0.82% | 286,259 | 140,592 | 96.5% | $421.64万 | 加仓 |
| GDX | VANECK ETF TRUST | $848.85万 | 0.81% | 92,497 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $727.89万 | 0.69% | 12,611 | -111 | -0.9% | -$6.41万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $725.89万 | 0.69% | 12,010 | -3,501 | -22.6% | -$211.60万 | 减仓 |
| TSLA | TESLA INC | $666.58万 | 0.64% | 17,931 | 132 | 0.7% | $4.91万 | 加仓 |
| IWF | ISHARES TR | $665.10万 | 0.63% | 15,598 | -55 | -0.4% | -$2.35万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $657.46万 | 0.63% | 13,720 | -567 | -4.0% | -$27.17万 | 减仓 |
| RMD | RESMED INC | $648.88万 | 0.62% | 28,906 | -1,697 | -5.5% | -$38.09万 | 减仓 |
| ADSK | AUTODESK INC | $638.65万 | 0.61% | 26,677 | -969 | -3.5% | -$23.20万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $630.17万 | 0.60% | 8,156 | -428 | -5.0% | -$33.07万 | 减仓 |
| GLDM | WORLD GOLD TR | $488.75万 | 0.47% | 52,729 | 52,729 | — | $488.75万 | 新建仓 |
| CTAS | CINTAS CORP | $466.27万 | 0.44% | 27,567 | -871 | -3.1% | -$14.73万 | 减仓 |
| BA | BOEING CO | $446.30万 | 0.43% | 22,424 | -155 | -0.7% | -$3.08万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $441.82万 | 0.42% | 20,337 | 14,592 | 254.0% | $317.01万 | 加仓 |
| INTU | INTUIT | $420.71万 | 0.40% | 9,730 | -587 | -5.7% | -$25.38万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $410.26万 | 0.39% | 89,400 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $379.69万 | 0.36% | 2,196 | 2,196 | — | $379.69万 | 新建仓 |
| GOOG | ALPHABET INC | $370.77万 | 0.35% | 12,925 | -515 | -3.8% | -$14.77万 | 减仓 |
| MMM | 3M CO | $367.80万 | 0.35% | 25,325 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $356.41万 | 0.34% | 116,855 | -1,970 | -1.7% | -$6.01万 | 减仓 |
| SLB | SLB LIMITED | $355.27万 | 0.34% | 69,133 | -3,938 | -5.4% | -$20.24万 | 减仓 |
| AVGO | BROADCOM INC | $354.97万 | 0.34% | 11,469 | -3,175 | -21.7% | -$98.27万 | 减仓 |
| KLAC | KLA CORP | $351.61万 | 0.34% | 2,388 | -87 | -3.5% | -$12.81万 | 减仓 |
| SNA | SNAP ON INC | $350.14万 | 0.33% | 9,640 | -695 | -6.7% | -$25.24万 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $323.85万 | 0.31% | 71,554 | 1 | 0.0% | $45 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $318.23万 | 0.30% | 15,643 | -230 | -1.4% | -$4.68万 | 减仓 |
| ETN | EATON CORP PLC | $307.85万 | 0.29% | 8,607 | -20 | -0.2% | -$7,153 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $304.13万 | 0.29% | 3,052 | 174 | 6.0% | $17.34万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $294.42万 | 0.28% | 12,045 | 162 | 1.4% | $3.96万 | 加仓 |
| ABBV | ABBVIE INC | $291.73万 | 0.28% | 13,413 | 10 | 0.1% | $2,175 | 加仓 |
| SILJ | AMPLIFY ETF TR | $282.34万 | 0.27% | 95,000 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $267.17万 | 0.25% | 12,913 | -276 | -2.1% | -$5.71万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $264.82万 | 0.25% | 5,300 | 210 | 4.1% | $10.49万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $262.78万 | 0.25% | 52,609 | 2,350 | 4.7% | $11.74万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $261.89万 | 0.25% | 6,708 | 4,917 | 274.5% | $191.96万 | 加仓 |
| META | META PLATFORMS INC | $238.64万 | 0.23% | 4,171 | 119 | 2.9% | $6.81万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $206.95万 | 0.20% | 13,974 | 11,950 | 590.4% | $176.98万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $203.81万 | 0.19% | 69,964 | -150 | -0.2% | -$4,370 | 减仓 |
| VBK | VANGUARD INDEX FDS | $195.01万 | 0.19% | 6,452 | 1,077 | 20.0% | $32.55万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $192.22万 | 0.18% | 4,150 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $189.08万 | 0.18% | 7,624 | -55 | -0.7% | -$1.36万 | 减仓 |
| DIS | DISNEY WALT CO | $185.00万 | 0.18% | 19,195 | -63,924 | -76.9% | -$616.09万 | 减仓 |
| GEV | GE VERNOVA INC | $176.25万 | 0.17% | 2,019 | -105 | -4.9% | -$9.17万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $174.49万 | 0.17% | 2,920 | -88 | -2.9% | -$5.26万 | 减仓 |
| QCOM | QUALCOMM INC | $174.16万 | 0.17% | 13,524 | -19 | -0.1% | -$2,447 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $171.30万 | 0.16% | 8,431 | -552 | -6.1% | -$11.22万 | 减仓 |
| LLY | ELI LILLY & CO | $168.69万 | 0.16% | 1,834 | 5 | 0.3% | $4,599 | 加仓 |
| SYK | STRYKER CORPORATION | $167.03万 | 0.16% | 5,083 | -7 | -0.1% | -$2,300 | 减仓 |
| PFE | PFIZER INC | $163.29万 | 0.16% | 58,152 | -1,812 | -3.0% | -$5.09万 | 减仓 |
| SMH | VANECK ETF TRUST | $159.78万 | 0.15% | 4,167 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $158.74万 | 0.15% | 16,336 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $155.07万 | 0.15% | 6,563 | -353 | -5.1% | -$8.34万 | 减仓 |
| BAC | BANK AMERICA CORP | $152.09万 | 0.15% | 31,198 | -342 | -1.1% | -$1.67万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $143.52万 | 0.14% | 12,681 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $132.21万 | 0.13% | 14,757 | -121 | -0.8% | -$1.08万 | 减仓 |
| NFLX | NETFLIX INC. | $128.94万 | 0.12% | 13,410 | 670 | 5.3% | $6.44万 | 加仓 |
| MRK | MERCK & CO INC | $127.23万 | 0.12% | 10,577 | 210 | 2.0% | $2.53万 | 加仓 |
| — | HONEYWELL INTL INC | $125.20万 | 0.12% | 5,539 | 108 | 2.0% | $2.44万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $124.62万 | 0.12% | 1,392 | 265 | 23.5% | $23.72万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $120.35万 | 0.11% | 7,507 | 514 | 7.4% | $8.24万 | 加仓 |
| CSCO | CISCO SYS INC | $120.10万 | 0.11% | 15,479 | 2 | 0.0% | $155 | 加仓 |
| GDXJ | VANECK ETF TRUST | $120.04万 | 0.11% | 10,000 | 7,000 | 233.3% | $84.03万 | 加仓 |
| T | AT&T INC | $118.69万 | 0.11% | 40,942 | -145 | -0.4% | -$4,204 | 减仓 |
| ADBE | ADOBE INC | $110.41万 | 0.11% | 4,542 | -13,638 | -75.0% | -$331.51万 | 减仓 |
| HD | HOME DEPOT INC | $105.83万 | 0.10% | 3,218 | -24 | -0.7% | -$7,893 | 减仓 |
| RTX | RTX CORPORATION | $101.61万 | 0.10% | 5,267 | -248 | -4.5% | -$4.78万 | 减仓 |
| GLD | SPDR GOLD TR | $100.77万 | 0.10% | 2,342 | -9 | -0.4% | -$3,873 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $98.56万 | 0.09% | 1,445 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $89.14万 | 0.09% | 5,165 | -874 | -14.5% | -$15.08万 | 减仓 |
| AMGN | AMGEN INC | $87.96万 | 0.08% | 2,500 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $87.29万 | 0.08% | 2,888 | 204 | 7.6% | $6.17万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $82.31万 | 0.08% | 5,698 | 193 | 3.5% | $2.79万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $76.87万 | 0.07% | 5,255 | 425 | 8.8% | $6.22万 | 加仓 |