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 |
|---|---|---|---|---|---|---|---|---|
| DBND | DOUBLELINE ETF TRUST | $1,057.08万 | 0.58% | 230,753 | 9,135 | 4.1% | $41.85万 | 加仓 |
| GOOGL | ALPHABET INC | $1,117.30万 | 0.61% | 38,854 | 1,100 | 2.9% | $31.63万 | 加仓 |
| AMZN | AMAZON COM INC | $1,201.44万 | 0.66% | 57,687 | 2,516 | 4.6% | $52.40万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $1,301.85万 | 0.71% | 246,329 | -221,282 | -47.3% | -$1,169.48万 | 减仓 |
| FHLC | FIDELITY COVINGTON TRUST | $1,310.16万 | 0.72% | 186,208 | 48,074 | 34.8% | $338.25万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,343.31万 | 0.73% | 265,425 | 127,642 | 92.6% | $646.00万 | 加仓 |
| MCD | MCDONALDS CORP | $1,393.04万 | 0.76% | 44,823 | 41,121 | 1,110.8% | $1,277.99万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $1,528.28万 | 0.83% | 306,331 | 125,886 | 69.8% | $628.04万 | 加仓 |
| JPSE | J P MORGAN EXCHANGE TRADED F | $1,659.98万 | 0.91% | 316,608 | 6,270 | 2.0% | $32.87万 | 加仓 |
| UTES | ETFIS SER TR I | $1,719.72万 | 0.94% | 215,234 | 16,439 | 8.3% | $131.35万 | 加仓 |
| REZ | ISHARES TR | $1,721.34万 | 0.94% | 206,867 | 21,251 | 11.4% | $176.83万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,775.55万 | 0.97% | 101,809 | 12,647 | 14.2% | $220.56万 | 加仓 |
| TCAF | T ROWE PRICE ETF INC | $1,801.19万 | 0.98% | 506,093 | 31,153 | 6.6% | $110.87万 | 加仓 |
| TEQI | T ROWE PRICE ETF INC | $1,808.23万 | 0.99% | 401,681 | 9,456 | 2.4% | $42.57万 | 加仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $1,821.07万 | 0.99% | 719,222 | 74,709 | 11.6% | $189.16万 | 加仓 |
| HGER | HARBOR ETF TRUST | $1,931.35万 | 1.05% | 622,814 | 24,334 | 4.1% | $75.46万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,971.94万 | 1.08% | 91,693 | 90,341 | 6,682.0% | $1,942.87万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,052.93万 | 1.12% | 55,459 | 18,745 | 51.1% | $693.89万 | 加仓 |
| IDGT | ISHARES TR | $2,057.74万 | 1.12% | 210,424 | 38,935 | 22.7% | $380.75万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,127.27万 | 1.16% | 32,710 | -1,205 | -3.6% | -$78.37万 | 减仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $2,145.16万 | 1.17% | 960,231 | 40,253 | 4.4% | $89.93万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $2,160.54万 | 1.18% | 132,078 | 23,002 | 21.1% | $376.27万 | 加仓 |
| AMLP | ALPS ETF TR | $2,160.70万 | 1.18% | 410,468 | 22,928 | 5.9% | $120.69万 | 加仓 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $2,291.61万 | 1.25% | 463,325 | 15,954 | 3.6% | $78.91万 | 加仓 |
| TOLZ | PROSHARES TR | $2,318.22万 | 1.27% | 386,498 | -14,784 | -3.7% | -$88.67万 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $2,460.19万 | 1.34% | 906,147 | 95,735 | 11.8% | $259.92万 | 加仓 |
| AAPL | APPLE INC | $2,475.76万 | 1.35% | 97,552 | 2,132 | 2.2% | $54.11万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $2,500.24万 | 1.37% | 952,111 | -17,567 | -1.8% | -$46.13万 | 减仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $2,760.48万 | 1.51% | 326,607 | 13,376 | 4.3% | $113.05万 | 加仓 |
| PYLD | PIMCO ETF TR | $3,101.86万 | 1.69% | 1,183,917 | 112,014 | 10.5% | $293.48万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $3,327.19万 | 1.82% | 660,550 | 42,759 | 6.9% | $215.38万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $3,496.89万 | 1.91% | 433,804 | 38,709 | 9.8% | $312.03万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $3,642.49万 | 1.99% | 388,906 | 12,296 | 3.3% | $115.16万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $3,750.73万 | 2.05% | 1,271,865 | 15,880 | 1.3% | $46.83万 | 加仓 |
| COWZ | PACER FDS TR | $4,486.70万 | 2.45% | 717,184 | 13,126 | 1.9% | $82.12万 | 加仓 |
| VCRM | VANGUARD MUN BD FDS | $4,742.84万 | 2.59% | 631,116 | 52,153 | 9.0% | $391.93万 | 加仓 |
| EMXC | ISHARES INC | $5,071.41万 | 2.77% | 644,725 | -20,529 | -3.1% | -$161.48万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $5,841.02万 | 3.19% | 1,453,353 | 161,930 | 12.5% | $650.80万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $6,564.58万 | 3.59% | 1,907,753 | 97,382 | 5.4% | $335.09万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $7,722.25万 | 4.22% | 2,396,727 | 36,266 | 1.5% | $116.85万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $9,029.81万 | 4.93% | 2,456,423 | -5,982 | -0.2% | -$21.99万 | 减仓 |