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 |
|---|---|---|---|---|---|---|---|---|
| ASX | ASE TECHNOLOGY HLDG CO LTD | $82.17万 | 0.04% | 18,212 | 1,640 | 9.9% | $7.40万 | 加仓 |
| EFA | ISHARES TR | $82.19万 | 0.04% | 7,912 | -4 | -0.1% | -$415 | 减仓 |
| LIN | LINDE PLC | $82.65万 | 0.04% | 1,593 | 154 | 10.7% | $7.99万 | 加仓 |
| IRM | IRON MTN INC DEL | $84.61万 | 0.04% | 6,699 | 320 | 5.0% | $4.04万 | 加仓 |
| VGT | VANGUARD WORLD FD | $84.66万 | 0.04% | 7,083 | 915 | 14.8% | $10.94万 | 加仓 |
| IVE | ISHARES TR | $85.62万 | 0.04% | 3,771 | 51 | 1.4% | $1.16万 | 加仓 |
| ITOT | ISHARES TR | $85.99万 | 0.04% | 5,235 | 2,586 | 97.6% | $42.48万 | 加仓 |
| MFC | MANULIFE FINL CORP | $86.12万 | 0.04% | 21,260 | -633 | -2.9% | -$2.56万 | 减仓 |
| FDX | FEDEX CORP | $86.29万 | 0.04% | 2,756 | 100 | 3.8% | $3.13万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $86.67万 | 0.04% | 1,701 | 101 | 6.3% | $5.15万 | 加仓 |
| FTNT | FORTINET INC | $87.01万 | 0.04% | 5,664 | 873 | 18.2% | $13.41万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $87.53万 | 0.04% | 907 | 68 | 8.1% | $6.56万 | 加仓 |
| TAXF | AMERICAN CENTY ETF TR | $87.61万 | 0.04% | 17,234 | -1,000 | -5.5% | -$5.08万 | 减仓 |
| MPC | MARATHON PETE CORP | $87.75万 | 0.04% | 3,432 | 75 | 2.2% | $1.92万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $88.01万 | 0.04% | 5,181 | 592 | 12.9% | $10.06万 | 加仓 |
| VALE | VALE S A | $88.49万 | 0.04% | 58,835 | -103 | -0.2% | -$1,549 | 减仓 |
| IWN | ISHARES TR | $88.83万 | 0.04% | 4,016 | 34 | 0.9% | $7,521 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $89.39万 | 0.04% | 15,455 | 2,671 | 20.9% | $15.45万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $90.06万 | 0.04% | 1,796 | -166 | -8.5% | -$8.32万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $90.67万 | 0.04% | 1,831 | 30 | 1.7% | $1.49万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $92.66万 | 0.05% | 16,068 | 11,188 | 229.3% | $64.52万 | 加仓 |
| URI | UNITED RENTALS INC | $92.87万 | 0.05% | 820 | 24 | 3.0% | $2.72万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $93.80万 | 0.05% | 4,189 | 1,890 | 82.2% | $42.32万 | 加仓 |
| IBB | ISHARES TR | $94.00万 | 0.05% | 4,943 | -6 | -0.1% | -$1,141 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $94.02万 | 0.05% | 2,537 | -318 | -11.1% | -$11.79万 | 减仓 |
| SLV | ISHARES SILVER TR | $95.65万 | 0.05% | 17,889 | 150 | 0.8% | $8,021 | 加仓 |
| SHEL | SHELL PLC | $96.36万 | 0.05% | 12,427 | -1,486 | -10.7% | -$11.52万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $97.08万 | 0.05% | 3,794 | 207 | 5.8% | $5.30万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $97.13万 | 0.05% | 48,834 | 4,893 | 11.1% | $9.73万 | 加仓 |
| DAL | DELTA AIR LINES INC | $98.44万 | 0.05% | 10,510 | 1,865 | 21.6% | $17.47万 | 加仓 |
| DHI | D R HORTON INC | $98.71万 | 0.05% | 6,060 | 1,384 | 29.6% | $22.54万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $98.78万 | 0.05% | 13,689 | 5,488 | 66.9% | $39.60万 | 加仓 |
| FEM | FIRST TR EXCH TRD ALPHDX FD | $99.45万 | 0.05% | 31,089 | 0 | 0.0% | — | 不变 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $100.13万 | 0.05% | 37,950 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $100.42万 | 0.05% | 4,639 | 338 | 7.9% | $7.32万 | 加仓 |
| PFE | PFIZER INC | $100.53万 | 0.05% | 41,748 | -2,042 | -4.7% | -$4.92万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $100.89万 | 0.05% | 5,029 | 109 | 2.2% | $2.19万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $100.98万 | 0.05% | 12,961 | -2,951 | -18.5% | -$22.99万 | 减仓 |
| CMI | CUMMINS INC | $101.71万 | 0.05% | 1,426 | 11 | 0.8% | $7,846 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $102.91万 | 0.05% | 8,130 | -57 | -0.7% | -$7,215 | 减仓 |
| LOW | LOWES COS INC | $103.34万 | 0.05% | 4,687 | -449 | -8.7% | -$9.90万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $103.81万 | 0.05% | 7,588 | 98 | 1.3% | $1.34万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $104.50万 | 0.05% | 11,325 | 233 | 2.1% | $2.15万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $104.91万 | 0.05% | 11,953 | -94 | -0.8% | -$8,250 | 减仓 |
| VTV | VANGUARD INDEX FDS | $104.97万 | 0.05% | 4,817 | -790 | -14.1% | -$17.22万 | 减仓 |
| TXN | TEXAS INSTRS INC | $105.65万 | 0.05% | 3,544 | 322 | 10.0% | $9.60万 | 加仓 |
| KB | KB FINL GROUP INC | $106.10万 | 0.05% | 10,109 | 88 | 0.9% | $9,236 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $107.32万 | 0.05% | 7,345 | 5 | 0.1% | $731 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $109.08万 | 0.05% | 11,898 | 1,148 | 10.7% | $10.53万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $109.95万 | 0.05% | 3,691 | 807 | 28.0% | $24.04万 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $110.56万 | 0.05% | 25,417 | 19 | 0.1% | $826 | 加仓 |
| GE | GE AEROSPACE | $111.64万 | 0.06% | 2,987 | -27 | -0.9% | -$1.01万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $111.66万 | 0.06% | 36,975 | 392 | 1.1% | $1.18万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $111.82万 | 0.06% | 24,283 | -1,682 | -6.5% | -$7.75万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $112.62万 | 0.06% | 6,885 | 1,713 | 33.1% | $28.02万 | 加仓 |
| EMR | EMERSON ELEC CO | $112.79万 | 0.06% | 7,879 | -102 | -1.3% | -$1.46万 | 减仓 |
| DVY | ISHARES TR | $112.84万 | 0.06% | 7,220 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $112.89万 | 0.06% | 4,335 | 73 | 1.7% | $1.90万 | 加仓 |
| MDT | MEDTRONIC PLC | $114.39万 | 0.06% | 14,622 | -336 | -2.2% | -$2.63万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $115.24万 | 0.06% | 8,998 | 186 | 2.1% | $2.38万 | 加仓 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $115.63万 | 0.06% | 18,281 | 224 | 1.2% | $1.42万 | 加仓 |
| IWV | ISHARES TR | $116.36万 | 0.06% | 2,729 | 0 | 0.0% | — | 不变 |
| PPA | INVESCO EXCHANGE TRADED FD T | $117.74万 | 0.06% | 6,665 | -1,149 | -14.7% | -$20.30万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $118.26万 | 0.06% | 1,209 | -94 | -7.2% | -$9.20万 | 减仓 |
| QUAL | ISHARES TR | $118.98万 | 0.06% | 5,422 | -55 | -1.0% | -$1.21万 | 减仓 |
| OAKM | HARRIS OAKMARK ETF TRUST | $120.02万 | 0.06% | 42,606 | 590 | 1.4% | $1.66万 | 加仓 |
| AMGN | AMGEN INC | $120.51万 | 0.06% | 3,328 | -31 | -0.9% | -$1.12万 | 减仓 |
| MUNI | PIMCO ETF TR | $120.63万 | 0.06% | 22,933 | 22,933 | — | $120.63万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $120.88万 | 0.06% | 13,322 | -376 | -2.7% | -$3.41万 | 减仓 |
| ETN | EATON CORP PLC | $121.25万 | 0.06% | 2,845 | 62 | 2.2% | $2.64万 | 加仓 |
| IUSB | ISHARES TR | $122.50万 | 0.06% | 26,543 | 40 | 0.2% | $1,846 | 加仓 |
| WELL | WELLTOWER INC | $127.34万 | 0.06% | 5,611 | 740 | 15.2% | $16.79万 | 加仓 |
| ESGU | ISHARES TR | $128.36万 | 0.06% | 7,842 | 13 | 0.2% | $2,128 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $128.51万 | 0.06% | 3,799 | 36 | 1.0% | $1.22万 | 加仓 |
| NCDL | NUVEEN CHURCHILL DIRECT LEND | $130.43万 | 0.06% | 105,017 | -11,392 | -9.8% | -$14.15万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $130.46万 | 0.06% | 38,553 | -296 | -0.8% | -$1.00万 | 减仓 |
| DE | DEERE & CO | $131.30万 | 0.06% | 2,070 | 11 | 0.5% | $6,977 | 加仓 |
| EQIX | EQUINIX INC | $131.53万 | 0.06% | 1,262 | 102 | 8.8% | $10.63万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $132.55万 | 0.07% | 3,072 | 773 | 33.6% | $33.35万 | 加仓 |
| ALL | ALLSTATE CORP | $133.04万 | 0.07% | 5,591 | 438 | 8.5% | $10.42万 | 加仓 |
| DIS | DISNEY WALT CO | $133.18万 | 0.07% | 13,837 | 1,243 | 9.9% | $11.96万 | 加仓 |
| NVS | NOVARTIS AG | $133.41万 | 0.07% | 8,513 | 246 | 3.0% | $3.86万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $133.53万 | 0.07% | 11,445 | -994 | -8.0% | -$11.60万 | 减仓 |
| SBUX | STARBUCKS CORP | $133.54万 | 0.07% | 13,068 | 477 | 3.8% | $4.87万 | 加仓 |
| T | AT&T INC | $135.09万 | 0.07% | 65,263 | -11,731 | -15.2% | -$24.28万 | 减仓 |
| ADI | ANALOG DEVICES INC | $136.12万 | 0.07% | 3,427 | 86 | 2.6% | $3.42万 | 加仓 |
| IJK | ISHARES TR | $136.87万 | 0.07% | 11,649 | 2 | 0.0% | $235 | 加仓 |
| ESGD | ISHARES TR | $137.52万 | 0.07% | 13,376 | 49 | 0.4% | $5,038 | 加仓 |
| QQQI | NEOS ETF TRUST | $141.26万 | 0.07% | 24,874 | 16,484 | 196.5% | $93.61万 | 加仓 |
| SNDK | SANDISK CORP | $141.65万 | 0.07% | 623 | 118 | 23.4% | $26.83万 | 加仓 |
| TJX | TJX COS INC NEW | $142.14万 | 0.07% | 9,382 | -162 | -1.7% | -$2.45万 | 减仓 |
| APH | AMPHENOL CORP | $143.44万 | 0.07% | 8,135 | 296 | 3.8% | $5.22万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $144.47万 | 0.07% | 18,280 | 9,098 | 99.1% | $71.90万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $146.96万 | 0.07% | 23,795 | 3,117 | 15.1% | $19.25万 | 加仓 |
| PLD | PROLOGIS INC. | $147.82万 | 0.07% | 10,912 | 1,187 | 12.2% | $16.08万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $147.95万 | 0.07% | 3,560 | 1,057 | 42.2% | $43.93万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $148.54万 | 0.07% | 1,946 | 406 | 26.4% | $30.99万 | 加仓 |
| PHM | PULTE GROUP INC | $148.86万 | 0.07% | 10,849 | 133 | 1.2% | $1.82万 | 加仓 |
| GEV | GE VERNOVA INC | $149.67万 | 0.07% | 1,274 | 185 | 17.0% | $21.73万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $149.97万 | 0.07% | 31,950 | 27,578 | 630.8% | $129.45万 | 加仓 |