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 |
|---|---|---|---|---|---|---|---|---|
| IMO | IMPERIAL OIL LTD | $52.53万 | 0.03% | 4,689 | -65 | -1.4% | -$7,281 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $52.90万 | 0.03% | 10,922 | 3,896 | 55.5% | $18.87万 | 加仓 |
| IOO | ISHARES TR | $53.14万 | 0.03% | 3,890 | 2 | 0.1% | $273 | 加仓 |
| VOD | VODAFONE GROUP PLC | $53.45万 | 0.03% | 40,416 | -498 | -1.2% | -$6,586 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $53.69万 | 0.03% | 3,713 | -412 | -10.0% | -$5.96万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $53.80万 | 0.03% | 1,030 | -12 | -1.2% | -$6,268 | 减仓 |
| WMB | WILLIAMS COS INC | $54.30万 | 0.03% | 7,305 | 531 | 7.8% | $3.95万 | 加仓 |
| TLT | ISHARES TR | $54.52万 | 0.03% | 6,308 | 29 | 0.5% | $2,506 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $54.54万 | 0.03% | 2,467 | 2,467 | — | $54.54万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $54.63万 | 0.03% | 5,932 | -322 | -5.1% | -$2.97万 | 减仓 |
| XEL | XCEL ENERGY INC | $54.71万 | 0.03% | 6,813 | 82 | 1.2% | $6,585 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $54.78万 | 0.03% | 26,901 | 2,462 | 10.1% | $5.01万 | 加仓 |
| FIDU | FIDELITY COVINGTON TRUST | $55.15万 | 0.03% | 5,537 | 5,537 | — | $55.15万 | 新建仓 |
| HON | HONEYWELL INTL INC | $55.37万 | 0.03% | 2,473 | -2,514 | -50.4% | -$56.29万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $56.18万 | 0.03% | 2,512 | 538 | 27.3% | $12.03万 | 加仓 |
| IAI | ISHARES TR | $56.20万 | 0.03% | 3,205 | -871 | -21.4% | -$15.27万 | 减仓 |
| EFG | ISHARES TR | $56.28万 | 0.03% | 4,523 | -21 | -0.5% | -$2,613 | 减仓 |
| SLB | SLB LIMITED | $56.30万 | 0.03% | 12,110 | -99 | -0.8% | -$4,603 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $56.48万 | 0.03% | 5,240 | 105 | 2.0% | $1.13万 | 加仓 |
| MTUM | ISHARES TR | $56.59万 | 0.03% | 1,651 | -138 | -7.7% | -$4.73万 | 减仓 |
| D | DOMINION ENERGY INC | $57.33万 | 0.03% | 8,395 | 1,989 | 31.0% | $13.58万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $57.35万 | 0.03% | 29,236 | 2,551 | 9.6% | $5.00万 | 加仓 |
| CI | THE CIGNA GROUP | $57.40万 | 0.03% | 2,082 | 325 | 18.5% | $8.96万 | 加仓 |
| AFL | AFLAC INC | $57.55万 | 0.03% | 4,909 | 116 | 2.4% | $1.36万 | 加仓 |
| TIMB | TIM S A | $58.58万 | 0.03% | 27,349 | -413 | -1.5% | -$8,846 | 减仓 |
| TFC | TRUIST FINL CORP | $58.99万 | 0.03% | 11,841 | -552 | -4.5% | -$2.75万 | 减仓 |
| NOW | SERVICENOW INC | $59.12万 | 0.03% | 5,955 | 593 | 11.1% | $5.89万 | 加仓 |
| BAP | CREDICORP LTD | $59.18万 | 0.03% | 1,519 | 61 | 4.2% | $2.38万 | 加仓 |
| SHOP | SHOPIFY INC | $59.78万 | 0.03% | 5,236 | -377 | -6.7% | -$4.30万 | 减仓 |
| USB | US BANCORP | $59.87万 | 0.03% | 9,913 | 410 | 4.3% | $2.48万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $60.14万 | 0.03% | 6,743 | 196 | 3.0% | $1.75万 | 加仓 |
| CB | CHUBB LIMITED | $60.39万 | 0.03% | 1,772 | -131 | -6.9% | -$4.46万 | 减仓 |
| PSX | PHILLIPS 66 | $60.74万 | 0.03% | 3,593 | -37 | -1.0% | -$6,255 | 减仓 |
| BCS | BARCLAYS PLC | $61.28万 | 0.03% | 22,816 | 2,086 | 10.1% | $5.60万 | 加仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $61.79万 | 0.03% | 6,720 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $61.97万 | 0.03% | 5,784 | 3,232 | 126.6% | $34.63万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $62.02万 | 0.03% | 1,852 | -4 | -0.2% | -$1,339 | 减仓 |
| MBB | ISHARES TR | $62.19万 | 0.03% | 6,580 | 1,108 | 20.2% | $10.47万 | 重新持有 |
| O | REALTY INCOME CORP | $62.55万 | 0.03% | 10,095 | 837 | 9.0% | $5.19万 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $63.11万 | 0.03% | 108,247 | 5,175 | 5.0% | $3.02万 | 加仓 |
| ITB | ISHARES TR | $63.91万 | 0.03% | 6,117 | 493 | 8.8% | $5.15万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $64.64万 | 0.03% | 11,963 | 4 | 0.0% | $216 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $64.69万 | 0.03% | 2,392 | 19 | 0.8% | $5,139 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $64.73万 | 0.03% | 6,708 | -187 | -2.7% | -$1.80万 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $64.81万 | 0.03% | 8,522 | 399 | 4.9% | $3.03万 | 加仓 |
| BIIB | BIOGEN INC | $65.01万 | 0.03% | 3,009 | 159 | 5.6% | $3.44万 | 加仓 |
| PWR | QUANTA SVCS INC | $65.03万 | 0.03% | 903 | 26 | 3.0% | $1.87万 | 加仓 |
| NET | CLOUDFLARE INC | $65.64万 | 0.03% | 2,676 | 323 | 13.7% | $7.92万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $65.78万 | 0.03% | 5,992 | 418 | 7.5% | $4.59万 | 加仓 |
| HAL | HALLIBURTON CO | $66.48万 | 0.03% | 19,583 | 360 | 1.9% | $1.22万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $66.70万 | 0.03% | 5,418 | -515 | -8.7% | -$6.34万 | 减仓 |
| AZN | ASTRAZENECA PLC | $66.82万 | 0.03% | 3,524 | -1,077 | -23.4% | -$20.42万 | 减仓 |
| UBS | UBS GROUP AG | $66.84万 | 0.03% | 13,487 | 1,341 | 11.0% | $6.65万 | 加仓 |
| SPYI | NEOS ETF TRUST | $67.12万 | 0.03% | 12,642 | 8,272 | 189.3% | $43.92万 | 加仓 |
| ECL | ECOLAB INC | $68.03万 | 0.03% | 2,442 | -177 | -6.8% | -$4.93万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $68.15万 | 0.03% | 5,728 | -83 | -1.4% | -$9,875 | 减仓 |
| ETR | ENTERGY CORP NEW | $68.41万 | 0.03% | 5,956 | 295 | 5.2% | $3.39万 | 加仓 |
| PSA | PUBLIC STORAGE | $68.52万 | 0.03% | 2,152 | 600 | 38.7% | $19.10万 | 加仓 |
| EME | EMCOR GROUP INC | $68.53万 | 0.03% | 826 | 2 | 0.2% | $1,659 | 加仓 |
| WF | WOORI FINL GROUP INC | $68.86万 | 0.03% | 11,997 | 89 | 0.7% | $5,109 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $69.01万 | 0.03% | 37,152 | 12,350 | 49.8% | $22.94万 | 加仓 |
| SUSC | ISHARES TR | $69.99万 | 0.03% | 30,233 | -75 | -0.2% | -$1,736 | 减仓 |
| BX | BLACKSTONE INC | $70.12万 | 0.03% | 5,959 | -9 | -0.2% | -$1,059 | 减仓 |
| EAGG | ISHARES TR | $70.37万 | 0.03% | 14,842 | -2,548 | -14.7% | -$12.08万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $70.46万 | 0.03% | 28,701 | -6,190 | -17.7% | -$15.20万 | 减仓 |
| IVLU | ISHARES TR | $71.08万 | 0.04% | 16,996 | -263 | -1.5% | -$1.10万 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $71.12万 | 0.04% | 5,230 | 1,343 | 34.6% | $18.26万 | 加仓 |
| TFI | SPDR SERIES TRUST | $71.71万 | 0.04% | 15,657 | 220 | 1.4% | $1.01万 | 加仓 |
| BLK | BLACKROCK INC | $71.72万 | 0.04% | 746 | 41 | 5.8% | $3.94万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $71.79万 | 0.04% | 5,912 | 498 | 9.2% | $6.05万 | 加仓 |
| OEF | ISHARES TR | $72.25万 | 0.04% | 1,975 | -7 | -0.4% | -$2,561 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $72.73万 | 0.04% | 1,938 | 211 | 12.2% | $7.92万 | 加仓 |
| PRM | PERIMETER SOLUTIONS INC | $72.93万 | 0.04% | 20,456 | -2,451 | -10.7% | -$8.74万 | 减仓 |
| STT | STATE STR CORP | $73.12万 | 0.04% | 4,311 | 841 | 24.2% | $14.26万 | 加仓 |
| CSX | CSX CORP | $73.24万 | 0.04% | 15,410 | 63 | 0.4% | $2,994 | 加仓 |
| WRB | BERKLEY W R CORP | $73.25万 | 0.04% | 10,385 | -52 | -0.5% | -$3,668 | 减仓 |
| VCR | VANGUARD WORLD FD | $73.82万 | 0.04% | 1,861 | 1,348 | 262.8% | $53.47万 | 重新持有 |
| SPGI | S&P GLOBAL INC | $74.05万 | 0.04% | 1,818 | 29 | 1.6% | $1.18万 | 加仓 |
| NULG | NUSHARES ETF TR | $74.08万 | 0.04% | 6,329 | -49 | -0.8% | -$5,736 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $74.14万 | 0.04% | 4,159 | 359 | 9.4% | $6.40万 | 加仓 |
| CRM | SALESFORCE INC | $74.69万 | 0.04% | 4,768 | -599 | -11.2% | -$9.38万 | 减仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $74.71万 | 0.04% | 45,594 | 33,897 | 289.8% | $55.54万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $74.75万 | 0.04% | 9,045 | -859 | -8.7% | -$7.10万 | 减仓 |
| ENB | ENBRIDGE INC | $74.99万 | 0.04% | 13,834 | 998 | 7.8% | $5.41万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $75.15万 | 0.04% | 11,950 | 3,939 | 49.2% | $24.77万 | 加仓 |
| CVS | CVS HEALTH CORP | $75.35万 | 0.04% | 7,284 | 1,495 | 25.8% | $15.47万 | 加仓 |
| CNI | CANADIAN NATL RY CO | $75.43万 | 0.04% | 6,326 | 1,427 | 29.1% | $17.02万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $75.46万 | 0.04% | 30,113 | 226 | 0.8% | $5,664 | 加仓 |
| RIO | RIO TINTO PLC | $75.82万 | 0.04% | 7,986 | 446 | 5.9% | $4.23万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $75.89万 | 0.04% | 1,188 | 40 | 3.5% | $2.56万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $76.90万 | 0.04% | 3,350 | 2 | 0.1% | $459 | 加仓 |
| SAN | BANCO SANTANDER SA | $77.08万 | 0.04% | 55,854 | 6,868 | 14.0% | $9.48万 | 加仓 |
| DB | DEUTSCHE BK AG | $77.10万 | 0.04% | 22,838 | 203 | 0.9% | $6,853 | 加仓 |
| RSG | REPUBLIC SVCS INC | $77.14万 | 0.04% | 3,620 | 110 | 3.1% | $2.34万 | 加仓 |
| FER | FERROVIAL NV | $77.43万 | 0.04% | 11,286 | 3,282 | 41.0% | $22.52万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $78.15万 | 0.04% | 9,380 | 408 | 4.5% | $3.40万 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $78.41万 | 0.04% | 47,107 | 17,513 | 59.2% | $29.15万 | 加仓 |
| ING | ING GROEP N.V. | $78.77万 | 0.04% | 25,101 | 1,034 | 4.3% | $3.24万 | 加仓 |
| UMC | UNITED MICROELECTRONICS CORP | $80.76万 | 0.04% | 29,681 | 3,693 | 14.2% | $10.05万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $81.65万 | 0.04% | 2,473 | 209 | 9.2% | $6.90万 | 加仓 |