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 |
|---|---|---|---|---|---|---|---|---|
| KMI | KINDER MORGAN INC DEL | $36.63万 | 0.02% | 10,924 | 10,924 | — | $36.63万 | 新建仓 |
| ZTS | ZOETIS INC | $36.73万 | 0.02% | 3,107 | 239 | 8.3% | $2.83万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $36.82万 | 0.02% | 1,974 | 1,974 | — | $36.82万 | 新建仓 |
| ARGT | GLOBAL X FDS | $37.14万 | 0.02% | 3,979 | -375 | -8.6% | -$3.50万 | 减仓 |
| CX | CEMEX SA EURO MTN BE 144A | $37.24万 | 0.02% | 32,551 | 3,595 | 12.4% | $4.11万 | 加仓 |
| SHV | ISHARES TR | $37.25万 | 0.02% | 3,374 | 420 | 14.2% | $4.64万 | 加仓 |
| SAP | SAP SE | $37.25万 | 0.02% | 2,176 | 782 | 56.1% | $13.39万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $37.52万 | 0.02% | 3,265 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP | $37.56万 | 0.02% | 9,282 | -123 | -1.3% | -$4,978 | 减仓 |
| HMY | HARMONY GOLD MNG LTD | $37.58万 | 0.02% | 24,449 | -2,668 | -9.8% | -$4.10万 | 减仓 |
| EXC | EXELON CORP | $37.71万 | 0.02% | 7,692 | 2,140 | 38.5% | $10.49万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $37.73万 | 0.02% | 2,299 | 462 | 25.1% | $7.58万 | 加仓 |
| ITOT | ISHARES TR | $37.73万 | 0.02% | 2,649 | 2,649 | — | $37.73万 | 新建仓 |
| AVGE | AMERICAN CENTY ETF TR | $38.03万 | 0.02% | 4,320 | 35 | 0.8% | $3,081 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $38.30万 | 0.02% | 19,394 | 2,072 | 12.0% | $4.09万 | 加仓 |
| IMTM | ISHARES TR | $38.64万 | 0.02% | 8,046 | 8,046 | — | $38.64万 | 新建仓 |
| CCI | CROWN CASTLE INC | $38.78万 | 0.02% | 4,770 | 1,836 | 62.6% | $14.93万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $38.84万 | 0.02% | 3,459 | -213 | -5.8% | -$2.39万 | 减仓 |
| TM | TOYOTA MOTOR CORP | $39.05万 | 0.02% | 1,895 | 399 | 26.7% | $8.22万 | 加仓 |
| FTNT | FORTINET INC | $39.15万 | 0.02% | 4,791 | 1,230 | 34.5% | $10.05万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $39.26万 | 0.02% | 1,138 | 1,138 | — | $39.26万 | 新建仓 |
| D | DOMINION ENERGY INC | $39.60万 | 0.02% | 6,406 | -104 | -1.6% | -$6,430 | 减仓 |
| OMC | OMNICOM GROUP INC | $39.66万 | 0.02% | 5,266 | 5,266 | — | $39.66万 | 新建仓 |
| IUSV | ISHARES TR | $39.69万 | 0.02% | 3,882 | -3,927 | -50.3% | -$40.15万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $40.72万 | 0.02% | 3,713 | 3,713 | — | $40.72万 | 新建仓 |
| LDOS | LEIDOS HOLDINGS INC | $40.86万 | 0.02% | 2,627 | -10 | -0.4% | -$1,555 | 减仓 |
| FE | FIRSTENERGY CORP | $40.91万 | 0.02% | 8,076 | 1,658 | 25.8% | $8.40万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $41.10万 | 0.02% | 1,945 | -16 | -0.8% | -$3,381 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $41.22万 | 0.02% | 5,477 | -415 | -7.0% | -$3.12万 | 减仓 |
| RELX | RELX PLC | $41.25万 | 0.02% | 12,445 | 6,314 | 103.0% | $20.93万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $41.54万 | 0.02% | 901 | -30 | -3.2% | -$1.38万 | 减仓 |
| CVS | CVS HEALTH CORP | $41.57万 | 0.02% | 5,789 | 565 | 10.8% | $4.06万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $41.63万 | 0.02% | 1,481 | 32 | 2.2% | $8,994 | 加仓 |
| QQQI | NEOS ETF TRUST | $41.69万 | 0.02% | 8,390 | 1,815 | 27.6% | $9.02万 | 加仓 |
| MCO | MOODYS CORP | $41.84万 | 0.02% | 959 | -82 | -7.9% | -$3.58万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $41.89万 | 0.02% | 9,017 | 1,485 | 19.7% | $6.90万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $41.92万 | 0.02% | 8,490 | -22 | -0.3% | -$1,086 | 减仓 |
| EEM | ISHARES TR | $42.04万 | 0.02% | 7,403 | 1,817 | 32.5% | $10.32万 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO | $42.05万 | 0.02% | 1,552 | 737 | 90.4% | $19.97万 | 加仓 |
| SONY | SONY GROUP CORP | $42.18万 | 0.02% | 20,376 | -7,999 | -28.2% | -$16.56万 | 减仓 |
| GSK | GSK PLC | $42.33万 | 0.02% | 7,671 | 767 | 11.1% | $4.23万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $42.55万 | 0.02% | 2,453 | 703 | 40.2% | $12.19万 | 加仓 |
| SUSB | ISHARES TR | $42.75万 | 0.02% | 17,055 | -1,815 | -9.6% | -$4.55万 | 减仓 |
| IBHF | ISHARES TR | $42.87万 | 0.02% | 18,678 | -4,339 | -18.9% | -$9.96万 | 减仓 |
| MTUM | ISHARES TR | $42.93万 | 0.02% | 1,789 | 949 | 113.0% | $22.77万 | 加仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $43.57万 | 0.02% | 9,239 | 9,239 | — | $43.57万 | 新建仓 |
| PDX | PIMCO DYNAMIC INCOME STRATEG | $43.63万 | 0.02% | 19,779 | -8,747 | -30.7% | -$19.30万 | 减仓 |
| ADSK | AUTODESK INC | $43.79万 | 0.02% | 1,829 | -6 | -0.3% | -$1,436 | 减仓 |
| BCS | BARCLAYS PLC | $43.87万 | 0.02% | 20,730 | 125 | 0.6% | $2,645 | 加仓 |
| STT | STATE STR CORP | $43.92万 | 0.02% | 3,470 | 581 | 20.1% | $7.35万 | 加仓 |
| UL | UNILEVER PLC | $44.10万 | 0.02% | 7,741 | -1,879 | -19.5% | -$10.70万 | 减仓 |
| QXO | QXO INC | $44.56万 | 0.02% | 22,946 | 4,459 | 24.1% | $8.66万 | 加仓 |
| YUM | YUM BRANDS INC | $44.70万 | 0.02% | 2,875 | 1,133 | 65.0% | $17.61万 | 加仓 |
| ES | EVERSOURCE ENERGY | $44.95万 | 0.02% | 6,489 | 2,447 | 60.5% | $16.95万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $45.16万 | 0.02% | 8,556 | 8,556 | — | $45.16万 | 新建仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $45.40万 | 0.02% | 3,336 | 1,645 | 97.3% | $22.38万 | 重新持有 |
| SYK | STRYKER CORPORATION | $45.58万 | 0.02% | 1,387 | 167 | 13.7% | $5.49万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $45.73万 | 0.02% | 9,087 | 2,037 | 28.9% | $10.25万 | 加仓 |
| BP | BP PLC | $45.89万 | 0.03% | 9,764 | 295 | 3.1% | $1.39万 | 加仓 |
| CBRE | CBRE GROUP INC | $45.96万 | 0.03% | 3,393 | -910 | -21.1% | -$12.33万 | 减仓 |
| F | FORD MTR CO | $46.15万 | 0.03% | 39,987 | 16,904 | 73.2% | $19.51万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $46.27万 | 0.03% | 5,135 | 417 | 8.8% | $3.76万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $46.28万 | 0.03% | 24,802 | 6,315 | 34.2% | $11.78万 | 加仓 |
| EIX | EDISON INTL | $46.30万 | 0.03% | 6,327 | 1,293 | 25.7% | $9.46万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $46.44万 | 0.03% | 6,017 | -2,920 | -32.7% | -$22.54万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $46.51万 | 0.03% | 1,856 | 545 | 41.6% | $13.66万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $46.69万 | 0.03% | 2,591 | 2,591 | — | $46.69万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $46.72万 | 0.03% | 2,299 | 358 | 18.4% | $7.28万 | 加仓 |
| CI | THE CIGNA GROUP | $46.86万 | 0.03% | 1,757 | 734 | 71.7% | $19.58万 | 加仓 |
| IOO | ISHARES TR | $47.03万 | 0.03% | 3,888 | 88 | 2.3% | $1.06万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $47.09万 | 0.03% | 8,011 | 8,011 | — | $47.09万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $47.23万 | 0.03% | 8,738 | 3,845 | 78.6% | $20.78万 | 加仓 |
| UBS | UBS GROUP AG | $47.46万 | 0.03% | 12,146 | 781 | 6.9% | $3.05万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $47.62万 | 0.03% | 4,113 | 685 | 20.0% | $7.93万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $47.99万 | 0.03% | 1,727 | 678 | 64.6% | $18.84万 | 加仓 |
| ADBE | ADOBE INC | $48.11万 | 0.03% | 1,979 | -115 | -5.5% | -$2.80万 | 减仓 |
| TMUS | T-MOBILE US INC | $48.14万 | 0.03% | 2,292 | 943 | 69.9% | $19.80万 | 加仓 |
| PWR | QUANTA SVCS INC | $48.16万 | 0.03% | 877 | 136 | 18.4% | $7.47万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $48.26万 | 0.03% | 1,042 | 12 | 1.2% | $5,558 | 加仓 |
| NET | CLOUDFLARE INC | $48.55万 | 0.03% | 2,353 | 575 | 32.3% | $11.86万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $48.93万 | 0.03% | 4,125 | 153 | 3.9% | $1.82万 | 加仓 |
| MMM | 3M CO | $48.94万 | 0.03% | 3,370 | -253 | -7.0% | -$3.67万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $48.99万 | 0.03% | 2,344 | 484 | 26.0% | $10.12万 | 加仓 |
| INTC | INTEL CORP | $49.22万 | 0.03% | 11,153 | 111 | 1.0% | $4,898 | 加仓 |
| WMB | WILLIAMS COS INC | $49.30万 | 0.03% | 6,774 | 6,774 | — | $49.30万 | 新建仓 |
| NEM | NEWMONT CORP | $49.39万 | 0.03% | 4,563 | 1,055 | 30.1% | $11.42万 | 加仓 |
| USB | US BANCORP | $49.42万 | 0.03% | 9,503 | 2,772 | 41.2% | $14.42万 | 加仓 |
| BAP | CREDICORP LTD | $49.45万 | 0.03% | 1,458 | 51 | 3.6% | $1.73万 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $49.48万 | 0.03% | 29,594 | 9,258 | 45.5% | $15.48万 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE | $49.90万 | 0.03% | 5,959 | 1,287 | 27.5% | $10.78万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $49.91万 | 0.03% | 24,439 | 5,778 | 31.0% | $11.80万 | 加仓 |
| TTE | TOTALENERGIES SE | $50.16万 | 0.03% | 5,513 | 119 | 2.2% | $1.08万 | 加仓 |
| CNI | CANADIAN NATL RY CO | $50.35万 | 0.03% | 4,899 | 1,121 | 29.7% | $11.52万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $50.52万 | 0.03% | 5,414 | 417 | 8.3% | $3.89万 | 加仓 |
| EFG | ISHARES TR | $50.61万 | 0.03% | 4,544 | 98 | 2.2% | $1.09万 | 加仓 |
| PBR | PETROLEO BRASILEIRO S A | $50.81万 | 0.03% | 24,488 | 4,560 | 22.9% | $9.46万 | 加仓 |
| COR | CENCORA INC | $50.92万 | 0.03% | 1,621 | -31 | -1.9% | -$9,738 | 减仓 |
| ITB | ISHARES TR | $50.93万 | 0.03% | 5,624 | 14 | 0.2% | $1,268 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $51.01万 | 0.03% | 3,772 | 247 | 7.0% | $3.34万 | 加仓 |
| DHR | DANAHER CORP DEL | $51.06万 | 0.03% | 2,693 | -196 | -6.8% | -$3.72万 | 减仓 |