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 |
|---|---|---|---|---|---|---|---|---|
| VCIT | VANGUARD SCOTTSDALE FDS | $81.95万 | 0.04% | 9,904 | 1,626 | 19.6% | $13.45万 | 加仓 |
| MPC | MARATHON PETE CORP | $81.97万 | 0.04% | 3,357 | 186 | 5.9% | $4.54万 | 加仓 |
| EAGG | ISHARES TR | $82.69万 | 0.05% | 17,390 | -1,441 | -7.7% | -$6.85万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $82.82万 | 0.05% | 3,587 | 1,453 | 68.1% | $33.55万 | 加仓 |
| IBB | ISHARES TR | $83.56万 | 0.05% | 4,949 | -648 | -11.6% | -$10.94万 | 减仓 |
| USIG | ISHARES TR | $85.37万 | 0.05% | 16,663 | 16,663 | — | $85.37万 | 新建仓 |
| GE | GE AEROSPACE | $85.54万 | 0.05% | 3,014 | 1,365 | 82.8% | $38.74万 | 加仓 |
| BA | BOEING CO | $85.60万 | 0.05% | 4,301 | 822 | 23.6% | $16.36万 | 加仓 |
| XCEM | COLUMBIA ETF TR II | $85.62万 | 0.05% | 20,979 | 20,979 | — | $85.62万 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $89.26万 | 0.05% | 5,172 | 2,262 | 77.7% | $39.04万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $89.76万 | 0.05% | 4,920 | -1,593 | -24.5% | -$29.06万 | 减仓 |
| AZN | ASTRAZENECA PLC | $90.74万 | 0.05% | 4,601 | 4,601 | — | $90.74万 | 新建仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $91.10万 | 0.05% | 14,857 | 14,857 | — | $91.10万 | 新建仓 |
| TAXF | AMERICAN CENTY ETF TR | $91.26万 | 0.05% | 18,234 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $91.62万 | 0.05% | 10,750 | 5,874 | 120.5% | $50.06万 | 加仓 |
| FEM | FIRST TR EXCH TRD ALPHDX FD | $93.12万 | 0.05% | 31,089 | 10 | 0.0% | $300 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $93.31万 | 0.05% | 5,933 | 555 | 10.3% | $8.73万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $93.38万 | 0.05% | 2,855 | 397 | 16.2% | $12.99万 | 加仓 |
| VALE | VALE S A | $93.77万 | 0.05% | 58,938 | 4,115 | 7.5% | $6.55万 | 加仓 |
| KLAC | KLA CORP | $93.94万 | 0.05% | 638 | 109 | 20.6% | $16.05万 | 加仓 |
| FDX | FEDEX CORP | $94.62万 | 0.05% | 2,656 | 477 | 21.9% | $16.99万 | 加仓 |
| GEV | GE VERNOVA INC | $95.05万 | 0.05% | 1,089 | 531 | 95.2% | $46.35万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $95.55万 | 0.05% | 36,583 | -19,485 | -34.8% | -$50.89万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $96.12万 | 0.05% | 7,340 | 43 | 0.6% | $5,631 | 加仓 |
| WELL | WELLTOWER INC | $96.30万 | 0.05% | 4,871 | 936 | 23.8% | $18.50万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $96.45万 | 0.05% | 1,962 | 235 | 13.6% | $11.55万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $96.69万 | 0.05% | 1,600 | 528 | 49.3% | $31.91万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $97.97万 | 0.05% | 8,812 | 167 | 1.9% | $1.86万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $98.17万 | 0.05% | 7,490 | 352 | 4.9% | $4.61万 | 加仓 |
| APH | AMPHENOL CORP | $99.04万 | 0.05% | 7,839 | 328 | 4.4% | $4.14万 | 加仓 |
| USFR | WISDOMTREE TR | $99.34万 | 0.05% | 19,733 | 2,780 | 16.4% | $13.99万 | 加仓 |
| ETN | EATON CORP PLC | $99.55万 | 0.05% | 2,783 | 223 | 8.7% | $7.98万 | 加仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $99.73万 | 0.05% | 37,950 | 700 | 1.9% | $1.84万 | 加仓 |
| KB | KB FINL GROUP INC | $99.94万 | 0.05% | 10,021 | -186 | -1.8% | -$1.85万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $100.17万 | 0.05% | 34,891 | 17,816 | 104.3% | $51.15万 | 加仓 |
| CRM | SALESFORCE INC | $100.19万 | 0.05% | 5,367 | 1,407 | 35.5% | $26.27万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $100.30万 | 0.05% | 6,256 | 2,070 | 49.5% | $33.19万 | 加仓 |
| IWV | ISHARES TR | $101.16万 | 0.06% | 2,729 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $104.24万 | 0.06% | 11,092 | 82 | 0.7% | $7,706 | 加仓 |
| EMR | EMERSON ELEC CO | $104.57万 | 0.06% | 7,981 | 1,833 | 29.8% | $24.02万 | 加仓 |
| QUAL | ISHARES TR | $105.05万 | 0.06% | 5,477 | -455 | -7.7% | -$8.73万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $105.20万 | 0.06% | 42,505 | 42,505 | — | $105.20万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $105.30万 | 0.06% | 4,262 | 164 | 4.0% | $4.05万 | 加仓 |
| IWB | ISHARES TR | $105.86万 | 0.06% | 2,969 | 2,969 | — | $105.86万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $106.30万 | 0.06% | 3,341 | 219 | 7.0% | $6.97万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $106.50万 | 0.06% | 1,727 | 90 | 5.5% | $5.55万 | 加仓 |
| ALL | ALLSTATE CORP | $106.85万 | 0.06% | 5,153 | 290 | 6.0% | $6.01万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $107.20万 | 0.06% | 8,187 | 627 | 8.3% | $8.21万 | 加仓 |
| DVY | ISHARES TR | $109.31万 | 0.06% | 7,220 | 45 | 0.6% | $6,813 | 加仓 |
| VTV | VANGUARD INDEX FDS | $110.00万 | 0.06% | 5,607 | 1,529 | 37.5% | $30.00万 | 加仓 |
| ESGU | ISHARES TR | $110.72万 | 0.06% | 7,829 | -817 | -9.4% | -$11.55万 | 减仓 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $110.73万 | 0.06% | 18,057 | 274 | 1.5% | $1.68万 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $110.89万 | 0.06% | 25,398 | 92 | 0.4% | $4,017 | 加仓 |
| NEE | NEXTERA ENERGY INC | $111.89万 | 0.06% | 12,047 | 961 | 8.7% | $8.93万 | 加仓 |
| — | HONEYWELL INTL INC | $112.73万 | 0.06% | 4,987 | 1,473 | 41.9% | $33.30万 | 加仓 |
| SBUX | STARBUCKS CORP | $112.80万 | 0.06% | 12,591 | 8,780 | 230.4% | $78.66万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $113.17万 | 0.06% | 38,849 | -2,580 | -6.2% | -$7.52万 | 减仓 |
| EQIX | EQUINIX INC | $113.69万 | 0.06% | 1,160 | 846 | 269.4% | $82.91万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $113.82万 | 0.06% | 3,763 | 435 | 13.1% | $13.16万 | 加仓 |
| OAKM | HARRIS OAKMARK ETF TRUST | $115.82万 | 0.06% | 42,016 | 700 | 1.7% | $1.93万 | 加仓 |
| DE | DEERE & CO | $115.96万 | 0.06% | 2,059 | 390 | 23.4% | $21.96万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $116.59万 | 0.06% | 8,773 | -193 | -2.2% | -$2.56万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $116.66万 | 0.06% | 1,303 | 235 | 22.0% | $21.04万 | 加仓 |
| IJK | ISHARES TR | $117.19万 | 0.06% | 11,647 | 3 | 0.0% | $302 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $117.72万 | 0.06% | 5,787 | 825 | 16.6% | $16.78万 | 加仓 |
| AMGN | AMGEN INC | $118.20万 | 0.06% | 3,359 | 373 | 12.5% | $13.13万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $119.62万 | 0.07% | 25,965 | 2,321 | 9.8% | $10.69万 | 加仓 |
| SLV | ISHARES SILVER TR | $120.87万 | 0.07% | 17,739 | 785 | 4.6% | $5.35万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $120.91万 | 0.07% | 20,678 | 2 | 0.0% | $117 | 加仓 |
| LOW | LOWES COS INC | $121.35万 | 0.07% | 5,136 | 697 | 15.7% | $16.47万 | 加仓 |
| DIS | DISNEY WALT CO | $121.38万 | 0.07% | 12,594 | 644 | 5.4% | $6.21万 | 加仓 |
| IUSB | ISHARES TR | $122.42万 | 0.07% | 26,503 | -2,993 | -10.1% | -$13.82万 | 减仓 |
| PFE | PFIZER INC | $122.96万 | 0.07% | 43,790 | 9,514 | 27.8% | $26.72万 | 加仓 |
| MS | MORGAN STANLEY | $123.53万 | 0.07% | 7,506 | 536 | 7.7% | $8.82万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $124.77万 | 0.07% | 15,912 | 10,741 | 207.7% | $84.22万 | 加仓 |
| PHM | PULTE GROUP INC | $126.03万 | 0.07% | 10,716 | -106 | -1.0% | -$1.25万 | 减仓 |
| IJR | ISHARES TR | $126.13万 | 0.07% | 10,146 | 5,872 | 137.4% | $73.00万 | 加仓 |
| NVS | NOVARTIS AG | $126.27万 | 0.07% | 8,267 | 966 | 13.2% | $14.76万 | 加仓 |
| ESGD | ISHARES TR | $127.43万 | 0.07% | 13,327 | -47 | -0.4% | -$4,494 | 减仓 |
| UNP | UNION PAC CORP | $127.51万 | 0.07% | 5,255 | 657 | 14.3% | $15.94万 | 加仓 |
| PLD | PROLOGIS INC. | $128.54万 | 0.07% | 9,725 | 1,567 | 19.2% | $20.71万 | 加仓 |
| SHEL | SHELL PLC | $129.39万 | 0.07% | 13,913 | 5,182 | 59.4% | $48.19万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $129.48万 | 0.07% | 7,814 | -400 | -4.9% | -$6.63万 | 减仓 |
| MDT | MEDTRONIC PLC | $129.61万 | 0.07% | 14,958 | -1,681 | -10.1% | -$14.57万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $130.68万 | 0.07% | 50,966 | 40,414 | 383.0% | $103.62万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $133.91万 | 0.07% | 6,267 | 882 | 16.4% | $18.85万 | 加仓 |
| IWM | ISHARES TR | $134.26万 | 0.07% | 5,414 | 19 | 0.4% | $4,712 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $135.57万 | 0.07% | 5,593 | 806 | 16.8% | $19.54万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $140.64万 | 0.08% | 13,698 | -1,002 | -6.8% | -$10.29万 | 减仓 |
| QCOM | QUALCOMM INC | $141.92万 | 0.08% | 11,021 | 4,973 | 82.2% | $64.04万 | 加仓 |
| IYW | ISHARES TR | $146.82万 | 0.08% | 8,093 | 1,038 | 14.7% | $18.83万 | 加仓 |
| NCDL | NUVEEN CHURCHILL DIRECT LEND | $148.07万 | 0.08% | 116,409 | 1,356 | 1.2% | $1.72万 | 加仓 |
| TJX | TJX COS INC NEW | $152.42万 | 0.08% | 9,544 | 1,306 | 15.9% | $20.86万 | 加仓 |
| VB | VANGUARD INDEX FDS | $153.61万 | 0.08% | 5,865 | 1,844 | 45.9% | $48.30万 | 加仓 |
| WFC | WELLS FARGO & CO | $154.42万 | 0.08% | 19,397 | 8,026 | 70.6% | $63.90万 | 加仓 |
| ORCL | ORACLE CORP | $156.83万 | 0.09% | 10,661 | 456 | 4.5% | $6.71万 | 加仓 |
| IGSB | ISHARES TR | $162.24万 | 0.09% | 30,867 | -2,943 | -8.7% | -$15.47万 | 减仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $163.74万 | 0.09% | 55,771 | 15,036 | 36.9% | $44.15万 | 加仓 |
| MO | ALTRIA GROUP INC | $165.79万 | 0.09% | 25,123 | -1,475 | -5.5% | -$9.73万 | 减仓 |
| VOX | VANGUARD WORLD FD | $166.83万 | 0.09% | 9,277 | -700 | -7.0% | -$12.59万 | 减仓 |