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 |
|---|---|---|---|---|---|---|---|---|
| WFC | WELLS FARGO & CO | $150.30万 | 0.07% | 18,188 | -1,209 | -6.2% | -$9.99万 | 减仓 |
| IGSB | ISHARES TR | $151.75万 | 0.07% | 28,955 | -1,912 | -6.2% | -$10.02万 | 减仓 |
| COP | CONOCOPHILLIPS | $161.18万 | 0.08% | 15,504 | -495 | -3.1% | -$5.15万 | 减仓 |
| IWM | ISHARES TR | $162.66万 | 0.08% | 5,414 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $162.76万 | 0.08% | 7,786 | 280 | 3.7% | $5.85万 | 加仓 |
| UNP | UNION PAC CORP | $165.44万 | 0.08% | 6,082 | 827 | 15.7% | $22.50万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $171.18万 | 0.08% | 6,087 | 494 | 8.8% | $13.89万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $172.38万 | 0.09% | 33,800 | -5,800 | -14.6% | -$29.58万 | 减仓 |
| VOX | VANGUARD WORLD FD | $172.51万 | 0.09% | 9,378 | 101 | 1.1% | $1.86万 | 加仓 |
| ORCL | ORACLE CORP | $173.24万 | 0.09% | 11,821 | 1,160 | 10.9% | $17.00万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $176.44万 | 0.09% | 41,673 | -4,221 | -9.2% | -$17.87万 | 减仓 |
| INTC | INTEL CORP | $181.46万 | 0.09% | 12,996 | 1,843 | 16.5% | $25.73万 | 加仓 |
| AGG | ISHARES TR | $181.69万 | 0.09% | 18,356 | 753 | 4.3% | $7.45万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $185.31万 | 0.09% | 2,635 | 908 | 52.6% | $63.86万 | 加仓 |
| NFLX | NETFLIX INC. | $186.88万 | 0.09% | 26,174 | 157 | 0.6% | $1.12万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $187.64万 | 0.09% | 26,336 | -4,220 | -13.8% | -$30.07万 | 减仓 |
| PEP | PEPSICO INC | $187.86万 | 0.09% | 13,874 | -98 | -0.7% | -$1.33万 | 减仓 |
| WM | WASTE MGMT INC DEL | $192.11万 | 0.09% | 8,620 | -191 | -2.2% | -$4.26万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $193.08万 | 0.10% | 22,414 | -3,662 | -14.0% | -$31.55万 | 减仓 |
| KLAC | KLA CORP | $193.43万 | 0.10% | 6,411 | 31 | 0.5% | $9,353 | 加仓 |
| MO | ALTRIA GROUP INC | $195.06万 | 0.10% | 27,111 | 1,988 | 7.9% | $14.30万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $195.83万 | 0.10% | 15,500 | -419 | -2.6% | -$5.29万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $196.11万 | 0.10% | 5,536 | -24 | -0.4% | -$8,502 | 减仓 |
| EFV | ISHARES TR | $199.25万 | 0.10% | 26,029 | 547 | 2.1% | $4.19万 | 加仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $202.30万 | 0.10% | 55,591 | -14,525 | -20.7% | -$52.86万 | 减仓 |
| IYW | ISHARES TR | $203.26万 | 0.10% | 8,059 | -34 | -0.4% | -$8,575 | 减仓 |
| HSBC | HSBC HLDGS PLC | $207.96万 | 0.10% | 21,870 | 1,447 | 7.1% | $13.76万 | 加仓 |
| VHT | VANGUARD WORLD FD | $212.45万 | 0.10% | 7,105 | 66 | 0.9% | $1.97万 | 加仓 |
| VSDM | VANGUARD MUN BD FDS | $214.33万 | 0.11% | 27,970 | 1,025 | 3.8% | $7.85万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $215.16万 | 0.11% | 77,676 | 35,171 | 82.7% | $97.42万 | 加仓 |
| TCHP | T ROWE PRICE EXCHANGE-TRADED | $215.74万 | 0.11% | 43,070 | -12,994 | -23.2% | -$65.09万 | 减仓 |
| IEMG | ISHARES INC | $216.28万 | 0.11% | 26,108 | 997 | 4.0% | $8.26万 | 加仓 |
| IVW | ISHARES TR | $216.55万 | 0.11% | 15,746 | -17 | -0.1% | -$2,338 | 减仓 |
| QCOM | QUALCOMM INC | $217.52万 | 0.11% | 11,771 | 750 | 6.8% | $13.86万 | 加仓 |
| MEAR | ISHARES U S ETF TR | $221.73万 | 0.11% | 44,012 | 2,843 | 6.9% | $14.32万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $229.44万 | 0.11% | 6,728 | 472 | 7.5% | $16.10万 | 加仓 |
| ATR | APTARGROUP INC | $230.24万 | 0.11% | 18,390 | -81 | -0.4% | -$1.01万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $233.62万 | 0.12% | 4,549 | 209 | 4.8% | $10.73万 | 加仓 |
| C | CITIGROUP INC | $233.81万 | 0.12% | 16,705 | 527 | 3.3% | $7.38万 | 加仓 |
| HYMB | SPDR SERIES TRUST | $234.73万 | 0.12% | 92,269 | 704 | 0.8% | $1.79万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $237.75万 | 0.12% | 2,351 | 44 | 1.9% | $4.45万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $241.05万 | 0.12% | 29,418 | 4 | 0.0% | $328 | 加仓 |
| GLD | SPDR GOLD TR | $241.07万 | 0.12% | 6,544 | 166 | 2.6% | $6.12万 | 加仓 |
| VB | VANGUARD INDEX FDS | $243.39万 | 0.12% | 8,029 | 2,164 | 36.9% | $65.60万 | 加仓 |
| RY | ROYAL BK CDA | $245.14万 | 0.12% | 11,844 | 468 | 4.1% | $9.69万 | 加仓 |
| SO | SOUTHERN CO | $250.06万 | 0.12% | 26,127 | 4,435 | 20.4% | $42.45万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $257.13万 | 0.13% | 14,213 | 1,691 | 13.5% | $30.59万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $258.35万 | 0.13% | 20,214 | 16,501 | 444.4% | $210.90万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $260.00万 | 0.13% | 24,457 | 18,871 | 337.8% | $200.62万 | 加仓 |
| RTX | RTX CORPORATION | $260.95万 | 0.13% | 13,754 | 109 | 0.8% | $2.07万 | 加仓 |
| ABBV | ABBVIE INC | $262.47万 | 0.13% | 10,430 | 125 | 1.2% | $3.15万 | 加仓 |
| AVRE | AMERICAN CENTY ETF TR | $277.46万 | 0.14% | 58,561 | -1,969 | -3.3% | -$9.33万 | 减仓 |
| SUSA | ISHARES TR | $277.58万 | 0.14% | 17,990 | -160 | -0.9% | -$2.47万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $279.71万 | 0.14% | 88,208 | 12,734 | 16.9% | $40.38万 | 加仓 |
| IHAK | ISHARES TR | $288.11万 | 0.14% | 47,456 | -5,192 | -9.9% | -$31.52万 | 减仓 |
| VWOB | VANGUARD WHITEHALL FDS | $292.61万 | 0.14% | 43,517 | 38,530 | 772.6% | $259.08万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $304.16万 | 0.15% | 20,742 | 2,913 | 16.3% | $42.72万 | 加仓 |
| EYLD | CAMBRIA ETF TR | $307.49万 | 0.15% | 67,713 | 3,484 | 5.4% | $15.82万 | 加仓 |
| VO | VANGUARD INDEX FDS | $311.04万 | 0.15% | 38,605 | -8,647 | -18.3% | -$69.67万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $313.98万 | 0.16% | 7,246 | 979 | 15.6% | $42.42万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $315.67万 | 0.16% | 16,569 | 7,796 | 88.9% | $148.53万 | 加仓 |
| PFF | ISHARES TR | $329.70万 | 0.16% | 108,135 | 6,581 | 6.5% | $20.07万 | 加仓 |
| BAC | BANK OF AMER CORP | $332.87万 | 0.16% | 58,418 | 2,357 | 4.2% | $13.43万 | 加仓 |
| CAT | CATERPILLAR INC | $340.05万 | 0.17% | 3,193 | 135 | 4.4% | $14.38万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $344.89万 | 0.17% | 103,602 | 952 | 0.9% | $3.17万 | 加仓 |
| VAW | VANGUARD WORLD FD | $349.97万 | 0.17% | 15,297 | 15,297 | — | $349.97万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $362.71万 | 0.18% | 6,244 | 457 | 7.9% | $26.55万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $364.43万 | 0.18% | 86,092 | 625 | 0.7% | $2.65万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $370.41万 | 0.18% | 141,595 | -3,201 | -2.2% | -$8.37万 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $372.99万 | 0.18% | 62,445 | -138 | -0.2% | -$8,243 | 减仓 |
| ASML | ASML HLDG NV | $392.69万 | 0.19% | 1,974 | 207 | 11.7% | $41.18万 | 加仓 |
| KO | COCA COLA CO | $393.03万 | 0.19% | 48,361 | 1,397 | 3.0% | $11.35万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $397.07万 | 0.20% | 68,912 | -1,561 | -2.2% | -$8.99万 | 减仓 |
| TUA | SIMPLIFY EXCHANGE TRADED FUN | $430.26万 | 0.21% | 210,655 | -22,473 | -9.6% | -$45.90万 | 减仓 |
| CVX | CHEVRON CORPORATION | $438.30万 | 0.22% | 26,442 | -149 | -0.6% | -$2.47万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $445.87万 | 0.22% | 12,049 | -191 | -1.6% | -$7.07万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $448.63万 | 0.22% | 54,386 | 46,466 | 586.7% | $383.30万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $449.31万 | 0.22% | 6 | 0 | 0.0% | — | 不变 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $453.35万 | 0.22% | 128,645 | -805 | -0.6% | -$2.84万 | 减仓 |
| MRK | MERCK & CO INC | $460.75万 | 0.23% | 35,856 | 125 | 0.3% | $1.61万 | 加仓 |
| AMAT | APPLIED MATLS INC | $468.07万 | 0.23% | 6,474 | 578 | 9.8% | $41.79万 | 加仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $473.63万 | 0.23% | 143,654 | 87,883 | 157.6% | $289.75万 | 加仓 |
| WMT | WALMART INC | $481.12万 | 0.24% | 42,480 | -1,563 | -3.5% | -$17.70万 | 减仓 |
| TSLA | TESLA INC | $485.62万 | 0.24% | 11,546 | -1,098 | -8.7% | -$46.18万 | 减仓 |
| V | VISA INC | $488.88万 | 0.24% | 14,249 | 1,665 | 13.2% | $57.13万 | 加仓 |
| — | EXXON MOBIL CORP | $491.74万 | 0.24% | 35,967 | -765 | -2.1% | -$10.46万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $497.89万 | 0.25% | 101,033 | -54,739 | -35.1% | -$269.75万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $518.65万 | 0.26% | 41,572 | -589 | -1.4% | -$7.35万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $525.76万 | 0.26% | 98,846 | -147,483 | -59.9% | -$784.46万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $535.45万 | 0.26% | 5,724 | -90 | -1.5% | -$8.42万 | 减仓 |
| META | META PLATFORMS INC | $535.72万 | 0.26% | 9,511 | 29 | 0.3% | $1.63万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $543.04万 | 0.27% | 25,523 | 8,712 | 51.8% | $185.36万 | 加仓 |
| HD | HOME DEPOT INC | $544.08万 | 0.27% | 15,427 | 1,531 | 11.0% | $54.00万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $544.27万 | 0.27% | 137,894 | 117,854 | 588.1% | $465.17万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $552.50万 | 0.27% | 21,754 | 56 | 0.3% | $1.42万 | 加仓 |
| GLW | CORNING INC | $573.29万 | 0.28% | 22,444 | 187 | 0.8% | $4.78万 | 加仓 |
| HDEF | DBX ETF TR | $590.58万 | 0.29% | 183,752 | 2,926 | 1.6% | $9.40万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $597.14万 | 0.29% | 61,925 | -1,434 | -2.3% | -$13.83万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $635.78万 | 0.31% | 9,257 | -1,663 | -15.2% | -$114.22万 | 减仓 |
| IEFA | ISHARES TR | $641.07万 | 0.32% | 66,377 | -1,944 | -2.8% | -$18.78万 | 减仓 |