Aprio Wealth Management, LLC
ATLANTA GA · SEC CIK 0001803519
$18.31亿2026Q1 申报市值
613持仓数
29.7%前十大占比 · 第一大 4.9%
90 / 17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
VIG 加仓+$1,942.87万
MCD 加仓+$1,277.99万
MSFT 加仓+$693.89万
CGGR 加仓+$650.80万
JPST 加仓+$646.00万
2026Q1 卖出最多 按季末市值估算
AKRE 减仓-$1,169.48万
SUSA 减仓-$198.91万
EMXC 减仓-$161.48万
TUA 减仓-$131.89万
VXUS 清仓-$122.37万
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 |
|---|---|---|---|---|---|---|---|---|
| XLY | SELECT SECTOR SPDR TR | $24.61万 | 0.01% | 2,258 | 2,258 | — | $24.61万 | 新建仓 |
| SCHV | SCHWAB STRATEGIC TR | $24.72万 | 0.01% | 8,104 | -445 | -5.2% | -$1.36万 | 减仓 |
| BRX | BRIXMOR PPTY GROUP INC | $24.72万 | 0.01% | 8,584 | 8,584 | — | $24.72万 | 新建仓 |
| RGLD | ROYAL GOLD INC | $24.79万 | 0.01% | 974 | -13 | -1.3% | -$3,309 | 减仓 |
| APP | APPLOVIN CORP | $24.92万 | 0.01% | 626 | 139 | 28.5% | $5.53万 | 加仓 |
| MCK | MCKESSON CORP | $24.98万 | 0.01% | 289 | 289 | — | $24.98万 | 新建仓 |
| AZO | AUTOZONE INC | $25.00万 | 0.01% | 74 | -12 | -14.0% | -$4.05万 | 减仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $25.00万 | 0.01% | 1,158 | 1,158 | — | $25.00万 | 新建仓 |
| ZM | ZOOM COMMUNICATIONS INC | $25.19万 | 0.01% | 3,133 | 3,133 | — | $25.19万 | 新建仓 |
| EQNR | EQUINOR ASA | $25.22万 | 0.01% | 5,977 | -4,439 | -42.6% | -$18.73万 | 重新持有 |
| FENI | FIDELITY COVINGTON TRUST | $25.31万 | 0.01% | 6,804 | 1,106 | 19.4% | $4.11万 | 加仓 |
| RMD | RESMED INC | $25.35万 | 0.01% | 1,129 | -65 | -5.4% | -$1.46万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $25.55万 | 0.01% | 1,580 | -81 | -4.9% | -$1.31万 | 减仓 |
| HPQ | HP INC | $25.61万 | 0.01% | 13,330 | 13,330 | — | $25.61万 | 新建仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $25.70万 | 0.01% | 1,082 | 0 | 0.0% | — | 不变 |
| AU | ANGLOGOLD ASHANTI PLC | $25.94万 | 0.01% | 2,664 | -383 | -12.6% | -$3.73万 | 减仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $26.16万 | 0.01% | 2,833 | 11 | 0.4% | $1,016 | 加仓 |
| JLL | JONES LANG LASALLE INC | $26.26万 | 0.01% | 863 | 175 | 25.4% | $5.33万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $26.27万 | 0.01% | 864 | 864 | — | $26.27万 | 新建仓 |
| REG | REGENCY CTRS CORP | $26.34万 | 0.01% | 3,481 | 709 | 25.6% | $5.36万 | 重新持有 |
| IJJ | ISHARES TR | $26.44万 | 0.01% | 1,995 | -10 | -0.5% | -$1,325 | 减仓 |
| IQV | IQVIA HLDGS INC | $26.45万 | 0.01% | 1,551 | -192 | -11.0% | -$3.27万 | 减仓 |
| MUB | ISHARES TR | $26.52万 | 0.01% | 2,498 | -273 | -9.9% | -$2.90万 | 减仓 |
| GSIE | GOLDMAN SACHS ETF TR | $26.55万 | 0.01% | 6,156 | 6,156 | — | $26.55万 | 新建仓 |
| MKL | MARKEL GROUP INC | $26.61万 | 0.01% | 139 | 10 | 7.8% | $1.91万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $26.75万 | 0.01% | 1,231 | 1,231 | — | $26.75万 | 新建仓 |
| GPC | GENUINE PARTS CO | $26.95万 | 0.01% | 2,548 | -149 | -5.5% | -$1.58万 | 减仓 |
| FAST | FASTENAL CO | $26.96万 | 0.01% | 5,810 | 150 | 2.7% | $6,960 | 加仓 |
| AOM | ISHARES TR | $27.00万 | 0.01% | 5,700 | 0 | 0.0% | — | 不变 |
| CMS | CMS ENERGY CORP | $27.05万 | 0.01% | 3,487 | 3,487 | — | $27.05万 | 新建仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $27.09万 | 0.01% | 3,347 | 3,347 | — | $27.09万 | 新建仓 |
| FTS | FORTIS INC | $27.16万 | 0.01% | 4,868 | 589 | 13.8% | $3.29万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $27.38万 | 0.01% | 4,213 | -5,310 | -55.8% | -$34.51万 | 重新持有 |
| AME | AMETEK INC | $27.50万 | 0.02% | 1,283 | 127 | 11.0% | $2.72万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $27.55万 | 0.02% | 617 | 25 | 4.2% | $1.12万 | 加仓 |
| NGG | NATIONAL GRID PLC | $27.57万 | 0.02% | 3,259 | 3,259 | — | $27.57万 | 新建仓 |
| MSCI | MSCI INC | $27.69万 | 0.02% | 514 | 27 | 5.5% | $1.45万 | 加仓 |
| USMV | ISHARES TR | $27.76万 | 0.02% | 2,993 | 2,993 | — | $27.76万 | 新建仓 |
| NWG | NATWEST GROUP PLC | $27.91万 | 0.02% | 18,730 | -567 | -2.9% | -$8,448 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $28.15万 | 0.02% | 364 | 91 | 33.3% | $7.04万 | 加仓 |
| GSEW | GOLDMAN SACHS ETF TR | $28.20万 | 0.02% | 3,330 | 3,330 | — | $28.20万 | 新建仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $28.22万 | 0.02% | 5,913 | -197 | -3.2% | -$9,401 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $28.29万 | 0.02% | 2,552 | 159 | 6.6% | $1.76万 | 加仓 |
| HSY | HERSHEY CO | $28.35万 | 0.02% | 1,364 | 260 | 23.6% | $5.40万 | 加仓 |
| VST | VISTRA CORP | $28.37万 | 0.02% | 1,887 | 438 | 30.2% | $6.59万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $28.44万 | 0.02% | 14,560 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $28.57万 | 0.02% | 2,884 | 2,884 | — | $28.57万 | 新建仓 |
| AOA | ISHARES TR | $28.93万 | 0.02% | 3,270 | 219 | 7.2% | $1.94万 | 加仓 |
| CTAS | CINTAS CORP | $29.06万 | 0.02% | 1,718 | 222 | 14.8% | $3.76万 | 加仓 |
| BMO | BANK MONTREAL MEDIUM | $29.15万 | 0.02% | 2,154 | -126 | -5.5% | -$1.71万 | 减仓 |
| CPRT | COPART INC | $29.41万 | 0.02% | 8,859 | 862 | 10.8% | $2.86万 | 加仓 |
| GIB | CGI INC | $29.52万 | 0.02% | 4,038 | 4,038 | — | $29.52万 | 新建仓 |
| CTVA | CORTEVA INC | $29.61万 | 0.02% | 3,537 | 333 | 10.4% | $2.79万 | 重新持有 |
| XLRE | SELECT SECTOR SPDR TR | $29.75万 | 0.02% | 7,285 | -232 | -3.1% | -$9,473 | 减仓 |
| IWO | ISHARES TR | $29.84万 | 0.02% | 951 | 10 | 1.1% | $3,138 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $30.11万 | 0.02% | 1,447 | 345 | 31.3% | $7.18万 | 加仓 |
| DGRW | WISDOMTREE TR | $30.13万 | 0.02% | 3,430 | 3,430 | — | $30.13万 | 新建仓 |
| UMBF | UMB FINL CORP | $30.22万 | 0.02% | 2,679 | 867 | 47.8% | $9.78万 | 加仓 |
| EFX | EQUIFAX INC | $30.27万 | 0.02% | 1,681 | -97 | -5.5% | -$1.75万 | 减仓 |
| GEN | GEN DIGITAL INC | $30.30万 | 0.02% | 16,090 | 2,090 | 14.9% | $3.94万 | 加仓 |
| TCAL | T ROWE PRICE ETF INC | $30.41万 | 0.02% | 13,604 | 3,488 | 34.5% | $7.80万 | 加仓 |
| SRE | SEMPRA | $30.52万 | 0.02% | 3,141 | -46 | -1.4% | -$4,469 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $30.54万 | 0.02% | 4,472 | 1,375 | 44.4% | $9.39万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $30.59万 | 0.02% | 6,277 | 6,277 | — | $30.59万 | 新建仓 |
| NUE | NUCOR CORP | $30.85万 | 0.02% | 1,824 | 295 | 19.3% | $4.99万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $30.90万 | 0.02% | 4,264 | 271 | 6.8% | $1.96万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $30.93万 | 0.02% | 4,678 | 4,678 | — | $30.93万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $31.06万 | 0.02% | 1,148 | 1,148 | — | $31.06万 | 新建仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $31.06万 | 0.02% | 39,121 | 1,783 | 4.8% | $1.42万 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $31.40万 | 0.02% | 654 | 5 | 0.8% | $2,401 | 加仓 |
| KT | KT CORP | $31.46万 | 0.02% | 14,668 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $31.75万 | 0.02% | 1,601 | 177 | 12.4% | $3.51万 | 加仓 |
| IAU | ISHARES GOLD TR | $31.86万 | 0.02% | 3,614 | 823 | 29.5% | $7.26万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $31.90万 | 0.02% | 4,389 | 4,389 | — | $31.90万 | 新建仓 |
| SNDK | SANDISK CORP | $32.08万 | 0.02% | 505 | 505 | — | $32.08万 | 新建仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $32.09万 | 0.02% | 3,111 | 1 | 0.0% | $103 | 加仓 |
| MGV | VANGUARD WORLD FD | $32.11万 | 0.02% | 2,216 | 2,216 | — | $32.11万 | 新建仓 |
| SPYV | SPDR SERIES TRUST | $32.36万 | 0.02% | 5,720 | 5,720 | — | $32.36万 | 新建仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $32.43万 | 0.02% | 3,586 | 234 | 7.0% | $2.12万 | 加仓 |
| VTR | VENTAS INC | $32.47万 | 0.02% | 3,970 | 340 | 9.4% | $2.78万 | 加仓 |
| EMBJ | EMBRAER S.A. | $32.57万 | 0.02% | 5,489 | -38 | -0.7% | -$2,255 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $32.75万 | 0.02% | 1,141 | 402 | 54.4% | $11.54万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $32.76万 | 0.02% | 4,987 | 4,987 | — | $32.76万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $32.87万 | 0.02% | 839 | 85 | 11.3% | $3.33万 | 加仓 |
| JBL | JABIL INC | $32.96万 | 0.02% | 1,241 | 91 | 7.9% | $2.42万 | 加仓 |
| JOYY | JOYY INC | $33.45万 | 0.02% | 5,728 | -58 | -1.0% | -$3,387 | 减仓 |
| XYL | XYLEM INC | $33.53万 | 0.02% | 2,806 | 400 | 16.6% | $4.78万 | 加仓 |
| MELI | MERCADOLIBRE INC | $33.72万 | 0.02% | 195 | 195 | — | $33.72万 | 新建仓 |
| BUSE | FIRST BUSEY CORP | $33.74万 | 0.02% | 13,350 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC | $33.76万 | 0.02% | 2,652 | 211 | 8.6% | $2.69万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $33.76万 | 0.02% | 7,026 | -1,043 | -12.9% | -$5.01万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $34.84万 | 0.02% | 836 | 351 | 72.4% | $14.63万 | 重新持有 |
| APA | APA CORPORATION | $35.17万 | 0.02% | 8,288 | -12 | -0.1% | -$509 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $35.60万 | 0.02% | 734 | 126 | 20.7% | $6.11万 | 加仓 |
| SHE | SPDR SERIES TRUST | $35.75万 | 0.02% | 2,797 | -12 | -0.4% | -$1,534 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $35.79万 | 0.02% | 3,887 | 1,391 | 55.7% | $12.81万 | 加仓 |
| NDAQ | NASDAQ INC | $35.82万 | 0.02% | 4,220 | 769 | 22.3% | $6.53万 | 加仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $35.93万 | 0.02% | 16,572 | 3,720 | 28.9% | $8.06万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $36.16万 | 0.02% | 312 | -9 | -2.8% | -$1.04万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $36.32万 | 0.02% | 3,692 | 316 | 9.4% | $3.11万 | 加仓 |