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 |
|---|---|---|---|---|---|---|---|---|
| LYG | LLOYDS BANKING GROUP PLC | $51.85万 | 0.03% | 103,072 | 539 | 0.5% | $2,711 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $51.98万 | 0.03% | 883 | 18 | 2.1% | $1.06万 | 加仓 |
| FER | FERROVIAL SE | $52.07万 | 0.03% | 8,004 | 1,047 | 15.0% | $6.81万 | 加仓 |
| BIIB | BIOGEN INC | $52.25万 | 0.03% | 2,850 | 900 | 46.2% | $16.50万 | 加仓 |
| ICSH | ISHARES TR | $52.25万 | 0.03% | 10,322 | -617 | -5.6% | -$3.12万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $52.36万 | 0.03% | 5,586 | 5,586 | — | $52.36万 | 新建仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $52.37万 | 0.03% | 26,685 | 6,027 | 29.2% | $11.83万 | 加仓 |
| AFL | AFLAC INC | $52.59万 | 0.03% | 4,793 | -287 | -5.6% | -$3.15万 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $52.59万 | 0.03% | 8,573 | -4,634 | -35.1% | -$28.43万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $52.94万 | 0.03% | 776 | 109 | 16.3% | $7.44万 | 加仓 |
| CME | CME GROUP INC | $53.45万 | 0.03% | 1,810 | 306 | 20.3% | $9.04万 | 加仓 |
| XEL | XCEL ENERGY INC | $53.47万 | 0.03% | 6,731 | -995 | -12.9% | -$7.90万 | 减仓 |
| EOG | EOG RES INC | $53.66万 | 0.03% | 3,712 | 535 | 16.8% | $7.73万 | 重新持有 |
| KMB | KIMBERLY-CLARK CORP | $53.77万 | 0.03% | 5,574 | 3,090 | 124.4% | $29.81万 | 加仓 |
| VGT | VANGUARD WORLD FD | $53.82万 | 0.03% | 771 | 17 | 2.3% | $1.19万 | 加仓 |
| NRG | NRG ENERGY INC | $53.84万 | 0.03% | 3,684 | 2,186 | 145.9% | $31.95万 | 加仓 |
| TLT | ISHARES TR | $54.43万 | 0.03% | 6,279 | 859 | 15.8% | $7.45万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $55.25万 | 0.03% | 8,123 | 3,175 | 64.2% | $21.60万 | 加仓 |
| SAN | BANCO SANTANDER SA | $55.26万 | 0.03% | 48,986 | 654 | 1.4% | $7,377 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $55.54万 | 0.03% | 6,547 | 272 | 4.3% | $2.31万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $55.56万 | 0.03% | 6,895 | 1,570 | 29.5% | $12.65万 | 加仓 |
| PRM | PERIMETER SOLUTIONS INC | $55.94万 | 0.03% | 22,907 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $56.06万 | 0.03% | 5,362 | 1,058 | 24.6% | $11.06万 | 加仓 |
| OKE | ONEOK INC NEW | $56.18万 | 0.03% | 6,215 | 1,678 | 37.0% | $15.17万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $56.34万 | 0.03% | 4,589 | 1,376 | 42.8% | $16.89万 | 加仓 |
| O | REALTY INCOME CORP | $56.64万 | 0.03% | 9,258 | 1,341 | 16.9% | $8.20万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $56.84万 | 0.03% | 11,959 | 4 | 0.0% | $190 | 加仓 |
| SPYG | SPDR SERIES TRUST | $56.90万 | 0.03% | 5,811 | -365 | -5.9% | -$3.57万 | 减仓 |
| TFC | TRUIST FINL CORP | $56.97万 | 0.03% | 12,393 | -437 | -3.4% | -$2.01万 | 减仓 |
| DAL | DELTA AIR LINES INC | $57.47万 | 0.03% | 8,645 | 3,699 | 74.8% | $24.59万 | 加仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $57.55万 | 0.03% | 6,720 | 500 | 8.0% | $4.28万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $57.73万 | 0.03% | 6,254 | 153 | 2.5% | $1.41万 | 加仓 |
| KGC | KINROSS GOLD CORP | $57.91万 | 0.03% | 18,973 | 132 | 0.7% | $4,029 | 加仓 |
| URI | UNITED RENTALS INC | $57.97万 | 0.03% | 796 | 329 | 70.4% | $23.96万 | 加仓 |
| NULG | NUSHARES ETF TR | $58.00万 | 0.03% | 6,378 | 70 | 1.1% | $6,365 | 加仓 |
| BGRN | ISHARES TR | $58.30万 | 0.03% | 12,281 | 30 | 0.2% | $1,424 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $58.99万 | 0.03% | 8,201 | 2,271 | 38.3% | $16.34万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $59.73万 | 0.03% | 16,811 | 16,811 | — | $59.73万 | 新建仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $59.99万 | 0.03% | 7,920 | 7,920 | — | $59.99万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $60.14万 | 0.03% | 1,540 | 54 | 3.6% | $2.11万 | 加仓 |
| EME | EMCOR GROUP INC | $60.82万 | 0.03% | 824 | 192 | 30.4% | $14.17万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $61.41万 | 0.03% | 3,097 | -1,632 | -34.5% | -$32.36万 | 减仓 |
| VOD | VODAFONE GROUP PLC | $61.45万 | 0.03% | 40,914 | -3,732 | -8.4% | -$5.61万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $61.76万 | 0.03% | 2,373 | 710 | 42.7% | $18.48万 | 加仓 |
| GFI | GOLD FIELDS LTD | $61.99万 | 0.03% | 13,654 | 382 | 2.9% | $1.73万 | 加仓 |
| CB | CHUBB LTD SWITZ | $62.03万 | 0.03% | 1,903 | 41 | 2.2% | $1.34万 | 加仓 |
| IMO | IMPERIAL OIL LTD | $62.19万 | 0.03% | 4,754 | -128 | -2.6% | -$1.67万 | 减仓 |
| TXN | TEXAS INSTRS INC | $62.56万 | 0.03% | 3,222 | 821 | 34.2% | $15.94万 | 加仓 |
| VIV | TELEFONICA BRASIL SA | $62.66万 | 0.03% | 39,386 | -259 | -0.7% | -$4,121 | 减仓 |
| ING | ING GROEP N.V. | $62.69万 | 0.03% | 24,067 | 827 | 3.6% | $2.15万 | 加仓 |
| SLB | SLB LIMITED | $62.74万 | 0.03% | 12,209 | 1,755 | 16.8% | $9.02万 | 加仓 |
| CSX | CSX CORP | $63.00万 | 0.03% | 15,347 | 1,234 | 8.7% | $5.07万 | 加仓 |
| OEF | ISHARES TR | $63.03万 | 0.03% | 1,982 | 39 | 2.0% | $1.24万 | 加仓 |
| ETR | ENTERGY CORP NEW | $63.61万 | 0.03% | 5,661 | 934 | 19.8% | $10.50万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $64.06万 | 0.03% | 152 | 40 | 35.7% | $16.86万 | 加仓 |
| DHI | D R HORTON INC | $64.17万 | 0.04% | 4,676 | 977 | 26.4% | $13.41万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $64.65万 | 0.04% | 1,801 | 1,195 | 197.2% | $42.89万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $64.74万 | 0.04% | 29,887 | 956 | 3.3% | $2.07万 | 加仓 |
| IRM | IRON MTN INC DEL | $65.15万 | 0.04% | 6,379 | 994 | 18.5% | $10.15万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $65.27万 | 0.04% | 8,972 | 1,506 | 20.2% | $10.96万 | 加仓 |
| INTU | INTUIT | $65.67万 | 0.04% | 1,519 | 340 | 28.8% | $14.70万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $66.05万 | 0.04% | 2,264 | 52 | 2.4% | $1.52万 | 加仓 |
| PSX | PHILLIPS 66 | $66.13万 | 0.04% | 3,630 | 1,842 | 103.0% | $33.56万 | 加仓 |
| SHOP | SHOPIFY INC | $66.58万 | 0.04% | 5,613 | -91 | -1.6% | -$1.08万 | 减仓 |
| IAI | ISHARES TR | $66.93万 | 0.04% | 4,076 | -684 | -14.4% | -$11.23万 | 减仓 |
| DB | DEUTSCHE BK AG | $67.41万 | 0.04% | 22,635 | -1,678 | -6.9% | -$5.00万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $67.73万 | 0.04% | 2,503 | -622 | -19.9% | -$16.83万 | 减仓 |
| BLK | BLACKROCK INC | $67.76万 | 0.04% | 705 | -10 | -1.4% | -$9,611 | 减仓 |
| IVLU | ISHARES TR | $68.48万 | 0.04% | 17,259 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $68.63万 | 0.04% | 5,968 | 219 | 3.8% | $2.52万 | 加仓 |
| WRB | BERKLEY W R CORP | $69.18万 | 0.04% | 10,437 | -198 | -1.9% | -$1.31万 | 减仓 |
| ENB | ENBRIDGE INC | $69.49万 | 0.04% | 12,836 | 3,001 | 30.5% | $16.25万 | 加仓 |
| ECL | ECOLAB INC | $69.68万 | 0.04% | 2,619 | -12 | -0.5% | -$3,193 | 减仓 |
| TFI | SPDR SERIES TRUST | $69.99万 | 0.04% | 15,437 | -1,989 | -11.4% | -$9.02万 | 减仓 |
| SUSC | ISHARES TR | $70.12万 | 0.04% | 30,308 | 225 | 0.7% | $5,206 | 加仓 |
| RIO | RIO TINTO PLC | $70.34万 | 0.04% | 7,540 | 3,298 | 77.7% | $30.77万 | 加仓 |
| FOXA | FOX CORP | $70.72万 | 0.04% | 12,109 | -2,667 | -18.0% | -$15.58万 | 减仓 |
| IBDV | ISHARES TR | $71.18万 | 0.04% | 32,516 | 32,516 | — | $71.18万 | 新建仓 |
| IBDU | ISHARES TR | $71.25万 | 0.04% | 30,632 | 30,632 | — | $71.25万 | 新建仓 |
| IBDT | ISHARES TR | $71.32万 | 0.04% | 28,155 | 28,155 | — | $71.32万 | 新建仓 |
| LIN | LINDE PLC | $71.32万 | 0.04% | 1,439 | 653 | 83.1% | $32.36万 | 加仓 |
| IBDR | ISHARES TR | $71.60万 | 0.04% | 29,538 | 29,538 | — | $71.60万 | 新建仓 |
| AJG | GALLAGHER ARTHUR J & CO | $72.50万 | 0.04% | 3,348 | 234 | 7.5% | $5.07万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $72.78万 | 0.04% | 9,182 | 1,334 | 17.0% | $10.57万 | 加仓 |
| MGK | VANGUARD WORLD FD | $73.46万 | 0.04% | 1,999 | 1,082 | 118.0% | $39.76万 | 加仓 |
| TIMB | TIM S A | $73.54万 | 0.04% | 27,762 | -115 | -0.4% | -$3,046 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $73.69万 | 0.04% | 12,784 | 7,550 | 144.2% | $43.52万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $74.57万 | 0.04% | 43,941 | 3,010 | 7.4% | $5.11万 | 加仓 |
| HAL | HALLIBURTON CO | $74.95万 | 0.04% | 19,223 | 4,301 | 28.8% | $16.77万 | 加仓 |
| MFC | MANULIFE FINL CORP | $75.40万 | 0.04% | 21,893 | -386 | -1.7% | -$1.33万 | 减仓 |
| IWN | ISHARES TR | $75.49万 | 0.04% | 3,982 | -4 | -0.1% | -$758 | 减仓 |
| SPGI | S&P GLOBAL INC | $76.11万 | 0.04% | 1,789 | -118 | -6.2% | -$5.02万 | 减仓 |
| CMI | CUMMINS INC | $76.13万 | 0.04% | 1,415 | 232 | 19.6% | $12.48万 | 加仓 |
| IBDS | ISHARES TR | $76.70万 | 0.04% | 31,643 | 31,643 | — | $76.70万 | 新建仓 |
| RSG | REPUBLIC SVCS INC | $76.87万 | 0.04% | 3,510 | 2,382 | 211.2% | $52.16万 | 加仓 |
| EFA | ISHARES TR | $76.89万 | 0.04% | 7,916 | 610 | 8.3% | $5.93万 | 加仓 |
| IVE | ISHARES TR | $78.55万 | 0.04% | 3,720 | 128 | 3.6% | $2.70万 | 加仓 |
| WF | WOORI FINL GROUP INC | $79.31万 | 0.04% | 11,908 | 240 | 2.1% | $1.60万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $79.62万 | 0.04% | 20,040 | 20,040 | — | $79.62万 | 新建仓 |
| HCA | HCA HEALTHCARE INC | $81.23万 | 0.04% | 1,716 | 278 | 19.3% | $13.16万 | 加仓 |