Aprio Wealth Management, LLC
ATLANTA GA · SEC CIK 0001803519
$20.24亿2026Q2 申报市值
636持仓数
28.1%前十大占比 · 第一大 4.9%
45 / 33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
USFR 加仓+$3,307.62万
SCHX 加仓+$942.53万
JQUA 加仓+$796.84万
XCEM 加仓+$790.96万
USIG 加仓+$559.70万
2026Q2 卖出最多 按季末市值估算
JAAA 清仓-$3,327.19万
CGBL 减仓-$832.83万
AKRE 减仓-$784.46万
CGXU 减仓-$772.05万
JGRO 减仓-$674.38万
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 |
|---|---|---|---|---|---|---|---|---|
| RCL | ROYAL CARIBBEAN GROUP | $24.32万 | 0.01% | 766 | 766 | — | $24.32万 | 新建仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $24.33万 | 0.01% | 695 | -25 | -3.5% | -$8,752 | 减仓 |
| — | ISHARES TR | $24.49万 | 0.01% | 4,060 | 32 | 0.8% | $1,930 | 加仓 |
| CINF | CINCINNATI FINL CORP | $24.61万 | 0.01% | 1,329 | -72 | -5.1% | -$1.33万 | 减仓 |
| EFX | EQUIFAX INC | $25.14万 | 0.01% | 1,584 | -97 | -5.8% | -$1.54万 | 减仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $25.18万 | 0.01% | 3,401 | 54 | 1.6% | $3,998 | 加仓 |
| PCAR | PACCAR INC | $25.54万 | 0.01% | 2,126 | 35 | 1.7% | $4,204 | 加仓 |
| CHT | CHUNGHWA TELECOM CO LTD | $25.54万 | 0.01% | 5,770 | 419 | 7.8% | $1.85万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $25.55万 | 0.01% | 1,533 | -920 | -37.5% | -$15.33万 | 减仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $25.60万 | 0.01% | 2,002 | 2,002 | — | $25.60万 | 新建仓 |
| SU | SUNCOR ENERGY INC NEW | $25.71万 | 0.01% | 4,789 | 111 | 2.4% | $5,958 | 加仓 |
| HR | HEALTHCARE RLTY TR | $25.74万 | 0.01% | 12,763 | -13 | -0.1% | -$262 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $25.81万 | 0.01% | 1,481 | 70 | 5.0% | $1.22万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $25.86万 | 0.01% | 751 | -97 | -11.4% | -$3.34万 | 重新持有 |
| WY | WEYERHAEUSER CO | $25.86万 | 0.01% | 10,804 | 10,804 | — | $25.86万 | 新建仓 |
| MEDP | MEDPACE HLDGS INC | $25.90万 | 0.01% | 489 | -165 | -25.2% | -$8.74万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $26.00万 | 0.01% | 2,063 | -589 | -22.2% | -$7.42万 | 减仓 |
| DTE | DTE ENERGY CO | $26.02万 | 0.01% | 1,708 | 58 | 3.5% | $8,837 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $26.10万 | 0.01% | 675 | 675 | — | $26.10万 | 新建仓 |
| IAU | ISHARES GOLD TR | $26.23万 | 0.01% | 3,474 | -140 | -3.9% | -$1.06万 | 减仓 |
| — | TWO HARBORS INVENTMENT CORPO | $26.34万 | 0.01% | 21,224 | 5,914 | 38.6% | $7.34万 | 加仓 |
| ADSK | AUTODESK INC | $26.36万 | 0.01% | 1,356 | -473 | -25.9% | -$9.20万 | 减仓 |
| MKL | MARKEL GROUP INC | $26.37万 | 0.01% | 135 | -4 | -2.9% | -$7,812 | 减仓 |
| TTE | TOTALENERGIES SE | $26.42万 | 0.01% | 3,398 | -2,115 | -38.4% | -$16.45万 | 减仓 |
| ROST | ROSS STORES INC | $26.48万 | 0.01% | 1,244 | 136 | 12.3% | $2.89万 | 加仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $26.77万 | 0.01% | 2,037 | 336 | 19.8% | $4.42万 | 加仓 |
| CME | CME GROUP INC | $26.87万 | 0.01% | 1,217 | -593 | -32.8% | -$13.09万 | 减仓 |
| EFXT | ENERFLEX LTD | $27.01万 | 0.01% | 11,019 | -481 | -4.2% | -$1.18万 | 减仓 |
| CLS | CELESTICA INC | $27.03万 | 0.01% | 741 | 0 | 0.0% | — | 不变 |
| BRX | BRIXMOR PPTY GROUP INC | $27.29万 | 0.01% | 8,656 | 72 | 0.8% | $2,270 | 加仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $27.52万 | 0.01% | 2,843 | 10 | 0.4% | $968 | 加仓 |
| JLL | JONES LANG LASALLE INC | $27.52万 | 0.01% | 888 | 25 | 2.9% | $7,749 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $27.67万 | 0.01% | 7,004 | 727 | 11.6% | $2.87万 | 加仓 |
| FLEX | FLEX LTD | $27.81万 | 0.01% | 1,716 | 1,716 | — | $27.81万 | 新建仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $27.99万 | 0.01% | 2,797 | 407 | 17.0% | $4.07万 | 加仓 |
| CTAS | CINTAS CORP | $28.04万 | 0.01% | 1,649 | -69 | -4.0% | -$1.17万 | 减仓 |
| FAST | FASTENAL CO | $28.06万 | 0.01% | 5,842 | 32 | 0.6% | $1,537 | 加仓 |
| IWY | ISHARES TR | $28.12万 | 0.01% | 968 | 1 | 0.1% | $290 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $28.15万 | 0.01% | 6,328 | 1 | 0.0% | $44 | 加仓 |
| USMV | ISHARES TR | $28.18万 | 0.01% | 2,922 | -71 | -2.4% | -$6,848 | 减仓 |
| MET | METLIFE INC | $28.19万 | 0.01% | 3,332 | 230 | 7.4% | $1.95万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $28.29万 | 0.01% | 8,127 | 23 | 0.3% | $801 | 加仓 |
| TMUS | T-MOBILE US INC | $28.29万 | 0.01% | 1,687 | -605 | -26.4% | -$10.15万 | 减仓 |
| SRE | SEMPRA | $28.33万 | 0.01% | 3,056 | -85 | -2.7% | -$7,880 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $28.43万 | 0.01% | 14,560 | 0 | 0.0% | — | 不变 |
| AOM | ISHARES TR | $28.44万 | 0.01% | 5,700 | 0 | 0.0% | — | 不变 |
| APA | APA CORPORATION | $28.69万 | 0.01% | 8,810 | 522 | 6.3% | $1.70万 | 加仓 |
| REG | REGENCY CTRS CORP | $28.72万 | 0.01% | 3,601 | 120 | 3.4% | $9,570 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $28.89万 | 0.01% | 1,988 | 396 | 24.9% | $5.75万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $29.08万 | 0.01% | 1,570 | -10 | -0.6% | -$1,852 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $29.08万 | 0.01% | 880 | 16 | 1.9% | $5,288 | 加仓 |
| LRGF | ISHARES TR | $29.18万 | 0.01% | 3,858 | 3,858 | — | $29.18万 | 新建仓 |
| TCAL | T ROWE PRICE EXCHANGE-TRADED | $29.26万 | 0.01% | 13,180 | -424 | -3.1% | -$9,413 | 减仓 |
| IJJ | ISHARES TR | $29.49万 | 0.01% | 1,996 | 1 | 0.1% | $148 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $29.68万 | 0.01% | 4,972 | -3,766 | -43.1% | -$22.48万 | 减仓 |
| HPQ | HP INC | $29.71万 | 0.01% | 13,539 | 209 | 1.6% | $4,586 | 加仓 |
| CTVA | CORTEVA INC | $29.76万 | 0.01% | 3,514 | -23 | -0.7% | -$1,948 | 减仓 |
| NTRS | NORTHERN TR CORP | $29.78万 | 0.01% | 1,713 | 80 | 4.9% | $1.39万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $29.80万 | 0.01% | 600 | -17 | -2.8% | -$8,444 | 减仓 |
| BSCY | INVESCO EXCH TRD SLF IDX FD | $29.83万 | 0.01% | 14,435 | 14,435 | — | $29.83万 | 新建仓 |
| MSCI | MSCI INC | $29.84万 | 0.01% | 533 | 19 | 3.7% | $1.06万 | 加仓 |
| SBAC | SBA COMMUNICATIONS CORP | $29.91万 | 0.01% | 1,695 | 295 | 21.1% | $5.21万 | 加仓 |
| GPC | GENUINE PARTS CO | $30.13万 | 0.01% | 2,554 | 6 | 0.2% | $708 | 加仓 |
| CPT | CAMDEN PPTY TR | $30.14万 | 0.01% | 2,633 | 2,633 | — | $30.14万 | 新建仓 |
| CMS | CMS ENERGY CORP | $30.20万 | 0.01% | 3,948 | 461 | 13.2% | $3.53万 | 加仓 |
| BP | BP PLC | $30.60万 | 0.02% | 8,281 | -1,483 | -15.2% | -$5.48万 | 减仓 |
| NGG | NATIONAL GRID PLC | $30.67万 | 0.02% | 3,701 | 442 | 13.6% | $3.66万 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $30.69万 | 0.02% | 3,724 | 308 | 9.0% | $2.54万 | 加仓 |
| OMC | OMNICOM GROUP INC | $30.79万 | 0.02% | 4,228 | -1,038 | -19.7% | -$7.56万 | 减仓 |
| — | AVALONBAY CMNTYS INC | $30.91万 | 0.02% | 1,638 | 1,638 | — | $30.91万 | 新建仓 |
| GSIE | GOLDMAN SACHS ETF TR | $31.01万 | 0.02% | 6,786 | 630 | 10.2% | $2.88万 | 加仓 |
| TLT | ISHARES TR 看跌期权 | $31.11万 | 0.02% | 3,600 | 3,600 | — | $31.11万 | 新建仓 |
| FTS | FORTIS INC | $31.39万 | 0.02% | 5,485 | 617 | 12.7% | $3.53万 | 加仓 |
| AME | AMETEK INC | $31.45万 | 0.02% | 1,300 | 17 | 1.3% | $4,113 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $31.55万 | 0.02% | 7,165 | -120 | -1.6% | -$5,283 | 减仓 |
| UDR | UDR INC | $31.65万 | 0.02% | 7,928 | 954 | 13.7% | $3.81万 | 加仓 |
| NDAQ | NASDAQ INC | $31.77万 | 0.02% | 4,031 | -189 | -4.5% | -$1.49万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $31.84万 | 0.02% | 1,910 | 1,910 | — | $31.84万 | 新建仓 |
| HST | HOST HOTELS & RESORTS INC | $31.89万 | 0.02% | 13,449 | 1,495 | 12.5% | $3.54万 | 加仓 |
| AOA | ISHARES TR | $32.00万 | 0.02% | 3,279 | 9 | 0.3% | $878 | 加仓 |
| EXC | EXELON CORP | $32.19万 | 0.02% | 6,906 | -786 | -10.2% | -$3.66万 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $32.60万 | 0.02% | 3,786 | 200 | 5.6% | $1.72万 | 加仓 |
| SMH | VANECK ETF TRUST | $32.75万 | 0.02% | 499 | 499 | — | $32.75万 | 新建仓 |
| GTX | GARRETT MOTION INC | $32.77万 | 0.02% | 9,044 | 9,044 | — | $32.77万 | 新建仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $32.87万 | 0.02% | 3,793 | 729 | 23.8% | $6.32万 | 加仓 |
| INTU | INTUIT | $32.90万 | 0.02% | 1,261 | -258 | -17.0% | -$6.73万 | 减仓 |
| MAA | MID-AMER APT CMNTYS INC | $33.35万 | 0.02% | 2,400 | 907 | 60.8% | $12.60万 | 重新持有 |
| IQV | IQVIA HLDGS INC | $33.41万 | 0.02% | 1,729 | 178 | 11.5% | $3.44万 | 加仓 |
| SAP | SAP SE | $33.79万 | 0.02% | 2,193 | 17 | 0.8% | $2,619 | 加仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $34.03万 | 0.02% | 3,108 | -3 | -0.1% | -$329 | 减仓 |
| RKLB | ROCKET LAB CORP | $34.09万 | 0.02% | 3,354 | 384 | 12.9% | $3.90万 | 重新持有 |
| BNS | BANK NOVA SCOTIA B C | $34.15万 | 0.02% | 3,932 | 491 | 14.3% | $4.26万 | 加仓 |
| VMRK | EQUITY RESIDENTIAL | $34.21万 | 0.02% | 5,035 | 1,143 | 29.4% | $7.76万 | 加仓 |
| EMBJ | EMBRAER S.A. | $34.27万 | 0.02% | 5,371 | -118 | -2.1% | -$7,528 | 减仓 |
| JOYY | JOYY INC | $34.55万 | 0.02% | 5,236 | -492 | -8.6% | -$3.25万 | 减仓 |
| BSCX | INVESCO EXCH TRD SLF IDX FD | $34.73万 | 0.02% | 16,495 | 16,495 | — | $34.73万 | 新建仓 |
| INVH | INVITATION HOMES INC | $34.88万 | 0.02% | 11,547 | 11,547 | — | $34.88万 | 新建仓 |
| KMI | KINDER MORGAN INC DEL | $35.18万 | 0.02% | 11,003 | 79 | 0.7% | $2,526 | 加仓 |
| NWG | NATWEST GROUP PLC | $35.34万 | 0.02% | 20,044 | 1,314 | 7.0% | $2.32万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $35.39万 | 0.02% | 1,218 | 80 | 7.0% | $2.32万 | 加仓 |