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 |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | $1.59亿 | 13.81% | 5,419,045 | -213,213 | -3.8% | -$627.49万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $7,073.10万 | 6.12% | 963,506 | 28,177 | 3.0% | $206.85万 | 加仓 |
| AAPL | APPLE INC | $6,899.86万 | 5.97% | 238,452 | 4,142 | 1.8% | $119.85万 | 加仓 |
| MGV | VANGUARD WORLD FD | $5,714.67万 | 4.95% | 349,628 | 34,245 | 10.9% | $559.73万 | 加仓 |
| MOAT | VANECK ETF TRUST | $4,924.93万 | 4.26% | 473,733 | -68,797 | -12.7% | -$715.21万 | 减仓 |
| BIL | SPDR SERIES TRUST | $4,461.13万 | 3.86% | 486,811 | 16,743 | 3.6% | $153.43万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $4,123.48万 | 3.57% | 578,734 | 7,883 | 1.4% | $56.17万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $4,074.30万 | 3.53% | 682,576 | 45,218 | 7.1% | $269.91万 | 加仓 |
| GOOGL | ALPHABET INC | $4,074.28万 | 3.53% | 114,007 | -677 | -0.6% | -$24.19万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $3,901.51万 | 3.38% | 1,230,371 | 111,175 | 9.9% | $352.54万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $3,375.76万 | 2.92% | 111,422 | 3,808 | 3.5% | $115.37万 | 加仓 |
| MGK | VANGUARD WORLD FD | $3,021.72万 | 2.62% | 343,729 | 27,969 | 8.9% | $245.88万 | 加仓 |
| AMZN | AMAZON COM INC | $2,264.80万 | 1.96% | 95,024 | 557 | 0.6% | $13.28万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $2,148.04万 | 1.86% | 49,571 | -6,456 | -11.5% | -$279.76万 | 减仓 |
| — | EXXON MOBIL CORP | $1,993.35万 | 1.73% | 145,798 | 2,479 | 1.7% | $33.89万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,873.34万 | 1.62% | 25,086 | -80 | -0.3% | -$5.97万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,805.38万 | 1.56% | 651,760 | -94,912 | -12.7% | -$262.91万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,458.05万 | 1.26% | 44,544 | -114 | -0.3% | -$3.73万 | 减仓 |
| VB | VANGUARD INDEX FDS | $1,373.31万 | 1.19% | 45,306 | 4,310 | 10.5% | $130.64万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,274.53万 | 1.10% | 12,602 | -1,002 | -7.4% | -$101.34万 | 减仓 |
| GLDM | WORLD GOLD TR | $1,264.41万 | 1.09% | 159,205 | 106,476 | 201.9% | $845.63万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $1,172.18万 | 1.01% | 404,758 | 1 | 0.0% | $29 | 加仓 |
| MSFT | MICROSOFT CORP | $1,048.23万 | 0.91% | 28,101 | -1,345 | -4.6% | -$50.17万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $1,004.20万 | 0.87% | 434,154 | -2,131 | -0.5% | -$4.93万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $966.42万 | 0.84% | 48,299 | -5,051 | -9.5% | -$101.07万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $946.03万 | 0.82% | 260,903 | -11,396 | -4.2% | -$41.32万 | 减仓 |
| QQQ | INVESCO QQQ TR | $940.68万 | 0.81% | 12,774 | 163 | 1.3% | $12.00万 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $856.87万 | 0.74% | 330,202 | 43,943 | 15.4% | $114.03万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $855.15万 | 0.74% | 55,125 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $821.09万 | 0.71% | 19,522 | 1,591 | 8.9% | $66.92万 | 加仓 |
| IWF | ISHARES TR | $775.04万 | 0.67% | 62,418 | 26 | 0.0% | $3,228 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $736.94万 | 0.64% | 12,686 | -2,957 | -18.9% | -$171.78万 | 减仓 |
| KLAC | KLA CORP | $721.45万 | 0.62% | 23,912 | 32 | 0.1% | $9,655 | 加仓 |
| GDX | VANECK ETF TRUST | $702.21万 | 0.61% | 93,070 | 573 | 0.6% | $4.32万 | 加仓 |
| AVAV | AEROVIRONMENT INC | $676.64万 | 0.59% | 40,991 | 40,991 | — | $676.64万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $663.32万 | 0.57% | 13,256 | -464 | -3.4% | -$23.22万 | 减仓 |
| CF | CF INDUSTRIES HOLD | $592.86万 | 0.51% | 54,762 | 54,762 | — | $592.86万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $587.95万 | 0.51% | 11,541 | -469 | -3.9% | -$23.89万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $538.78万 | 0.47% | 22,173 | 1,836 | 9.0% | $44.61万 | 加仓 |
| ADSK | AUTODESK INC | $502.32万 | 0.43% | 25,837 | -840 | -3.1% | -$16.33万 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $468.04万 | 0.41% | 72,565 | 1,011 | 1.4% | $6.52万 | 加仓 |
| RMD | RESMED INC | $452.98万 | 0.39% | 23,244 | -5,662 | -19.6% | -$110.34万 | 减仓 |
| CTAS | CINTAS CORP | $438.06万 | 0.38% | 25,756 | -1,811 | -6.6% | -$30.80万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $437.97万 | 0.38% | 5,739 | -969 | -14.4% | -$73.95万 | 减仓 |
| BA | BOEING CO | $429.30万 | 0.37% | 19,832 | -2,592 | -11.6% | -$56.11万 | 减仓 |
| MMM | 3M CO | $410.04万 | 0.35% | 25,325 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $406.77万 | 0.35% | 116,855 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $405.34万 | 0.35% | 89,400 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $400.45万 | 0.35% | 10,601 | -868 | -7.6% | -$32.79万 | 减仓 |
| ETN | EATON CORP PLC | $366.89万 | 0.32% | 8,610 | 3 | 0.0% | $1,278 | 加仓 |
| MELI | MERCADOLIBRE INC | $360.19万 | 0.31% | 2,122 | -74 | -3.4% | -$12.56万 | 减仓 |
| GOOG | ALPHABET INC | $354.86万 | 0.31% | 10,043 | -2,882 | -22.3% | -$101.83万 | 减仓 |
| ABBV | ABBVIE INC | $344.09万 | 0.30% | 13,674 | 261 | 1.9% | $6.57万 | 加仓 |
| SGOV | ISHARES TR | $320.83万 | 0.28% | 31,870 | -115,983 | -78.4% | -$1,167.59万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $313.20万 | 0.27% | 2,713 | 447 | 19.7% | $51.60万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $308.73万 | 0.27% | 19,536 | 5,562 | 39.8% | $87.90万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $308.44万 | 0.27% | 12,145 | 100 | 0.8% | $2.54万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $273.34万 | 0.24% | 5,322 | 22 | 0.4% | $1.13万 | 加仓 |
| SMH | VANECK ETF TRUST | $271.37万 | 0.23% | 4,137 | -30 | -0.7% | -$1.97万 | 减仓 |
| SNA | SNAP ON INC | $269.53万 | 0.23% | 6,698 | -2,942 | -30.5% | -$118.39万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $263.36万 | 0.23% | 2,815 | -237 | -7.8% | -$22.17万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $261.75万 | 0.23% | 52,110 | -499 | -0.9% | -$2.51万 | 减仓 |
| IWM | ISHARES TR | $258.36万 | 0.22% | 8,599 | 975 | 12.8% | $29.29万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $255.15万 | 0.22% | 7,482 | -25 | -0.3% | -$8,526 | 减仓 |
| BX | BLACKSTONE INC | $254.36万 | 0.22% | 21,616 | 21,616 | — | $254.36万 | 新建仓 |
| LLY | ELI LILLY & CO | $254.16万 | 0.22% | 2,119 | 285 | 15.5% | $34.18万 | 加仓 |
| QCOM | QUALCOMM INC | $249.67万 | 0.22% | 13,511 | -13 | -0.1% | -$2,402 | 减仓 |
| SILJ | AMPLIFY ETF TR | $246.24万 | 0.21% | 95,000 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $244.62万 | 0.21% | 6,689 | 237 | 3.7% | $8.67万 | 加仓 |
| SLB | SLB LIMITED | $238.45万 | 0.21% | 51,292 | -17,841 | -25.8% | -$82.94万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $237.50万 | 0.21% | 70,185 | 221 | 0.3% | $7,479 | 加仓 |
| META | META PLATFORMS INC | $236.64万 | 0.20% | 4,201 | 30 | 0.7% | $1.69万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $216.79万 | 0.19% | 4,150 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $197.27万 | 0.17% | 2,872 | -48 | -1.6% | -$3.30万 | 减仓 |
| CSCO | CISCO SYS INC | $182.78万 | 0.16% | 15,561 | 82 | 0.5% | $9,632 | 加仓 |
| BAC | BANK OF AMER CORP | $176.61万 | 0.15% | 30,995 | -203 | -0.7% | -$1.16万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $173.79万 | 0.15% | 7,760 | -671 | -8.0% | -$15.03万 | 减仓 |
| CVX | CHEVRON CORPORATION | $165.75万 | 0.14% | 9,999 | -2,914 | -22.6% | -$48.30万 | 减仓 |
| SYK | STRYKER CORPORATION | $159.86万 | 0.14% | 5,077 | -6 | -0.1% | -$1,889 | 减仓 |
| SRE | SEMPRA | $152.61万 | 0.13% | 16,461 | 125 | 0.8% | $1.16万 | 加仓 |
| SBUX | STARBUCKS CORP | $152.26万 | 0.13% | 14,900 | 143 | 1.0% | $1.46万 | 加仓 |
| PFE | PFIZER INC | $148.01万 | 0.13% | 61,465 | 3,313 | 5.7% | $7.98万 | 加仓 |
| GDXJ | VANECK ETF TRUST | $147.38万 | 0.13% | 15,000 | 5,000 | 50.0% | $49.12万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $144.96万 | 0.13% | 1,482 | 90 | 6.5% | $8.80万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $143.93万 | 0.12% | 39,836 | 32,776 | 464.2% | $118.42万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $141.40万 | 0.12% | 12,781 | 100 | 0.8% | $1.11万 | 加仓 |
| MRK | MERCK & CO INC | $138.88万 | 0.12% | 10,808 | 231 | 2.2% | $2.97万 | 加仓 |
| LOW | LOWES COS INC | $126.70万 | 0.11% | 5,746 | -817 | -12.4% | -$18.01万 | 减仓 |
| GEV | GE VERNOVA INC | $119.73万 | 0.10% | 1,019 | -1,000 | -49.5% | -$117.50万 | 减仓 |
| HD | HOME DEPOT INC | $118.79万 | 0.10% | 3,368 | 150 | 4.7% | $5.29万 | 加仓 |
| DIS | DISNEY WALT CO | $111.85万 | 0.10% | 11,621 | -7,574 | -39.5% | -$72.90万 | 减仓 |
| RTX | RTX CORPORATION | $99.41万 | 0.09% | 5,239 | -28 | -0.5% | -$5,313 | 减仓 |
| NFLX | NETFLIX INC. | $97.55万 | 0.08% | 13,662 | 252 | 1.9% | $1.80万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $97.03万 | 0.08% | 5,093 | 87 | 1.7% | $1.66万 | 加仓 |
| AMGN | AMGEN INC | $90.60万 | 0.08% | 2,502 | 2 | 0.1% | $724 | 加仓 |
| MS | MORGAN STANLEY | $88.66万 | 0.08% | 4,241 | -200 | -4.5% | -$4.18万 | 减仓 |
| GLD | SPDR GOLD TR | $86.27万 | 0.07% | 2,342 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $83.57万 | 0.07% | 5,699 | 1 | 0.0% | $147 | 加仓 |
| CVBF | CVB FINL CORP | $77.80万 | 0.07% | 34,500 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $76.35万 | 0.07% | 1,056 | 300 | 39.7% | $21.69万 | 加仓 |