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 |
|---|---|---|---|---|---|---|---|---|
| HSBC | HSBC HLDGS PLC | $168.47万 | 0.09% | 20,423 | 628 | 3.2% | $5.18万 | 加仓 |
| AGG | ISHARES TR | $174.75万 | 0.10% | 17,603 | 6,623 | 60.3% | $65.75万 | 加仓 |
| IEMG | ISHARES INC | $175.15万 | 0.10% | 25,111 | -1,522 | -5.7% | -$10.62万 | 减仓 |
| IVW | ISHARES TR | $178.30万 | 0.10% | 15,763 | 147 | 0.9% | $1.66万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $181.96万 | 0.10% | 12,439 | 2,026 | 19.5% | $29.64万 | 加仓 |
| C | CITIGROUP INC | $183.47万 | 0.10% | 16,178 | 2,390 | 17.3% | $27.10万 | 加仓 |
| RY | ROYAL BK CDA | $184.04万 | 0.10% | 11,376 | 300 | 2.7% | $4.85万 | 加仓 |
| EFV | ISHARES TR | $189.46万 | 0.10% | 25,482 | 2,275 | 9.8% | $16.91万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $189.83万 | 0.10% | 4,346 | 1,123 | 34.8% | $49.05万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $190.82万 | 0.10% | 5,560 | 1,335 | 31.6% | $45.82万 | 加仓 |
| VHT | VANGUARD WORLD FD | $191.69万 | 0.10% | 7,039 | 6 | 0.1% | $1,634 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $195.15万 | 0.11% | 2,307 | 165 | 7.7% | $13.96万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $195.80万 | 0.11% | 30,556 | 10,462 | 52.1% | $67.04万 | 加仓 |
| AMAT | APPLIED MATLS INC | $201.52万 | 0.11% | 5,896 | 723 | 14.0% | $24.71万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $201.88万 | 0.11% | 39,600 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $202.47万 | 0.11% | 8,811 | 2,278 | 34.9% | $52.35万 | 加仓 |
| VSDM | VANGUARD MUN BD FDS | $205.56万 | 0.11% | 26,945 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $207.04万 | 0.11% | 12,522 | 3,792 | 43.4% | $62.70万 | 加仓 |
| MEAR | ISHARES U S ETF TR | $207.24万 | 0.11% | 41,169 | 785 | 1.9% | $3.95万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $208.57万 | 0.11% | 29,414 | 129 | 0.4% | $9,147 | 加仓 |
| SO | SOUTHERN CO | $209.37万 | 0.11% | 21,692 | 1,194 | 5.8% | $11.52万 | 加仓 |
| COP | CONOCOPHILLIPS | $211.18万 | 0.12% | 15,999 | 798 | 5.2% | $10.53万 | 加仓 |
| CAT | CATERPILLAR INC | $216.67万 | 0.12% | 3,058 | 303 | 11.0% | $21.47万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $216.87万 | 0.12% | 4,340 | -481 | -10.0% | -$24.04万 | 减仓 |
| PEP | PEPSICO INC | $216.97万 | 0.12% | 13,972 | 3,933 | 39.2% | $61.07万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $221.86万 | 0.12% | 15,919 | 3,629 | 29.5% | $50.58万 | 加仓 |
| T | AT&T INC | $223.21万 | 0.12% | 76,994 | 16,405 | 27.1% | $47.56万 | 加仓 |
| ABBV | ABBVIE INC | $224.13万 | 0.12% | 10,305 | -159 | -1.5% | -$3.46万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $227.08万 | 0.12% | 91,565 | 3,185 | 3.6% | $7.90万 | 加仓 |
| IHAK | ISHARES TR | $229.81万 | 0.13% | 52,648 | -733 | -1.4% | -$3.20万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $230.39万 | 0.13% | 45,894 | 10,576 | 29.9% | $53.09万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $231.55万 | 0.13% | 75,474 | -3,708 | -4.7% | -$11.38万 | 减仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $232.15万 | 0.13% | 70,116 | 5,525 | 8.6% | $18.29万 | 加仓 |
| ATR | APTARGROUP INC | $232.77万 | 0.13% | 18,471 | -118 | -0.6% | -$1.49万 | 减仓 |
| ASML | ASML HLDG NV | $233.38万 | 0.13% | 1,767 | 213 | 13.7% | $28.13万 | 加仓 |
| SUSA | ISHARES TR | $239.77万 | 0.13% | 18,150 | -15,057 | -45.3% | -$198.91万 | 减仓 |
| IWR | ISHARES TR | $241.96万 | 0.13% | 24,886 | 20,971 | 535.7% | $203.90万 | 加仓 |
| TCHP | T ROWE PRICE ETF INC | $247.69万 | 0.14% | 56,064 | 140 | 0.3% | $6,185 | 加仓 |
| NFLX | NETFLIX INC. | $250.15万 | 0.14% | 26,017 | -1,615 | -5.8% | -$15.53万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $257.52万 | 0.14% | 17,829 | 6,245 | 53.9% | $90.20万 | 加仓 |
| RTX | RTX CORPORATION | $263.21万 | 0.14% | 13,645 | 238 | 1.8% | $4.59万 | 加仓 |
| EYLD | CAMBRIA ETF TR | $265.97万 | 0.15% | 64,229 | 3,714 | 6.1% | $15.38万 | 加仓 |
| AVRE | AMERICAN CENTY ETF TR | $266.45万 | 0.15% | 60,530 | -727 | -1.2% | -$3.20万 | 减仓 |
| BAC | BANK AMERICA CORP | $273.30万 | 0.15% | 56,061 | -1,130 | -2.0% | -$5.51万 | 减仓 |
| GLD | SPDR GOLD TR | $274.44万 | 0.15% | 6,378 | -260 | -3.9% | -$11.19万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $285.20万 | 0.16% | 85,467 | -230 | -0.3% | -$7,675 | 减仓 |
| GLW | CORNING INC | $302.63万 | 0.17% | 22,257 | 2,257 | 11.3% | $30.69万 | 加仓 |
| PFF | ISHARES TR | $307.91万 | 0.17% | 101,554 | 2,522 | 2.5% | $7.65万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $322.64万 | 0.18% | 16,811 | 1,013 | 6.4% | $19.44万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $325.79万 | 0.18% | 9,643 | 1,979 | 25.8% | $66.86万 | 加仓 |
| VO | VANGUARD INDEX FDS | $339.26万 | 0.19% | 11,813 | 10,675 | 938.0% | $306.58万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $342.44万 | 0.19% | 144,796 | -3,503 | -2.4% | -$8.28万 | 减仓 |
| KO | COCA COLA CO | $357.16万 | 0.20% | 46,964 | 7,961 | 20.4% | $60.54万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $374.12万 | 0.20% | 62,583 | -3,236 | -4.9% | -$19.34万 | 减仓 |
| V | VISA INC | $380.34万 | 0.21% | 12,584 | -553 | -4.2% | -$16.71万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $392.66万 | 0.21% | 12,240 | -1,269 | -9.4% | -$40.71万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $394.38万 | 0.22% | 102,650 | 49,455 | 93.0% | $190.01万 | 加仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $394.82万 | 0.22% | 129,450 | 80 | 0.1% | $2,440 | 加仓 |
| SOXX | ISHARES TR | $422.18万 | 0.23% | 12,846 | 1,782 | 16.1% | $58.57万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $427.42万 | 0.23% | 70,473 | 18,819 | 36.4% | $114.14万 | 加仓 |
| MRK | MERCK & CO INC | $429.81万 | 0.23% | 35,731 | 996 | 2.9% | $11.98万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $430.88万 | 0.24% | 6 | -1 | -14.3% | -$71.81万 | 减仓 |
| HD | HOME DEPOT INC | $457.03万 | 0.25% | 13,896 | 1,948 | 16.3% | $64.07万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $465.75万 | 0.25% | 42,161 | 1,249 | 3.1% | $13.80万 | 加仓 |
| TSLA | TESLA INC | $470.02万 | 0.26% | 12,644 | 232 | 1.9% | $8.62万 | 加仓 |
| TUA | SIMPLIFY EXCHANGE TRADED FUN | $491.90万 | 0.27% | 233,128 | -62,507 | -21.1% | -$131.89万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $530.38万 | 0.29% | 21,698 | 6,517 | 42.9% | $159.30万 | 加仓 |
| IJH | ISHARES TR | $533.70万 | 0.29% | 79,031 | -4,864 | -5.8% | -$32.85万 | 减仓 |
| IWF | ISHARES TR | $537.37万 | 0.29% | 12,603 | 623 | 5.2% | $26.56万 | 加仓 |
| META | META PLATFORMS INC | $542.49万 | 0.30% | 9,482 | 107 | 1.1% | $6.12万 | 加仓 |
| WMT | WALMART INC | $547.37万 | 0.30% | 44,043 | 11,059 | 33.5% | $137.44万 | 加仓 |
| CVX | CHEVRON CORPORATION | $550.18万 | 0.30% | 26,591 | 16,570 | 165.4% | $342.84万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $561.99万 | 0.31% | 63,359 | -7,700 | -10.8% | -$68.30万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $579.28万 | 0.32% | 5,814 | 447 | 8.3% | $44.54万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $585.00万 | 0.32% | 150,541 | 11,041 | 7.9% | $42.91万 | 加仓 |
| HDEF | DBX ETF TR | $586.06万 | 0.32% | 180,826 | 9,277 | 5.4% | $30.07万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $591.01万 | 0.32% | 22,965 | -1,869 | -7.5% | -$48.10万 | 减仓 |
| IWD | ISHARES TR | $592.78万 | 0.32% | 27,743 | 1,727 | 6.6% | $36.90万 | 加仓 |
| CSCO | CISCO SYS INC | $601.19万 | 0.33% | 77,483 | -938 | -1.2% | -$7.28万 | 减仓 |
| IEFA | ISHARES TR | $618.51万 | 0.34% | 68,321 | -2,807 | -3.9% | -$25.41万 | 减仓 |
| — | EXXON MOBIL CORP | $623.20万 | 0.34% | 36,732 | -144 | -0.4% | -$2.44万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $633.93万 | 0.35% | 160,773 | -5,775 | -3.5% | -$22.77万 | 减仓 |
| LLY | ELI LILLY & CO | $635.53万 | 0.35% | 6,910 | 3,143 | 83.4% | $289.07万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $652.52万 | 0.36% | 10,920 | 1,228 | 12.7% | $73.38万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $661.88万 | 0.36% | 19,585 | 2,802 | 16.7% | $94.69万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $662.65万 | 0.36% | 155,772 | 6,284 | 4.2% | $26.73万 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $696.21万 | 0.38% | 220,529 | 34,295 | 18.4% | $108.27万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $732.23万 | 0.40% | 149,648 | 63,059 | 72.8% | $308.55万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $747.78万 | 0.41% | 25,421 | -288 | -1.1% | -$8.47万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $750.04万 | 0.41% | 132,329 | 8,125 | 6.5% | $46.05万 | 加仓 |
| GOOG | ALPHABET INC | $829.93万 | 0.45% | 28,932 | 208 | 0.7% | $5.97万 | 加仓 |
| AVSC | AMERICAN CENTY ETF TR | $847.75万 | 0.46% | 136,075 | 6,411 | 4.9% | $39.94万 | 加仓 |
| MINT | PIMCO ETF TR | $889.00万 | 0.49% | 88,396 | 35,207 | 66.2% | $354.08万 | 加仓 |
| QQQ | INVESCO QQQ TR | $904.44万 | 0.49% | 15,670 | 640 | 4.3% | $36.94万 | 加仓 |
| DGRO | ISHARES TR | $917.88万 | 0.50% | 130,789 | 6,459 | 5.2% | $45.33万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $937.62万 | 0.51% | 19,566 | -748 | -3.7% | -$35.85万 | 减仓 |
| IGF | ISHARES TR | $938.18万 | 0.51% | 140,026 | 29,000 | 26.1% | $194.30万 | 加仓 |
| AVGO | BROADCOM INC | $955.17万 | 0.52% | 30,861 | 3,949 | 14.7% | $122.22万 | 加仓 |
| IVV | ISHARES TR | $988.28万 | 0.54% | 15,130 | 2,351 | 18.4% | $153.57万 | 加仓 |
| — | WISDOMTREE TR | $1,003.65万 | 0.55% | 321,683 | 25,039 | 8.4% | $78.12万 | 加仓 |