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 |
|---|---|---|---|---|---|---|---|---|
| JAAA | JANUS DETROIT STR TR | $0 | 0.00% | 0 | -660,550 | -100.0% | -$3,327.19万 | 清仓 |
| IWB | ISHARES TR | $0 | 0.00% | 0 | -2,969 | -100.0% | -$105.86万 | 清仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $0 | 0.00% | 0 | -9,239 | -100.0% | -$43.57万 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC | $0 | 0.00% | 0 | -2,627 | -100.0% | -$40.86万 | 清仓 |
| IMTM | ISHARES TR | $0 | 0.00% | 0 | -8,046 | -100.0% | -$38.64万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -3,107 | -100.0% | -$36.73万 | 清仓 |
| SPYV | SPDR SERIES TRUST | $0 | 0.00% | 0 | -5,720 | -100.0% | -$32.36万 | 清仓 |
| MGV | VANGUARD WORLD FD | $0 | 0.00% | 0 | -2,216 | -100.0% | -$32.11万 | 清仓 |
| DGRW | WISDOMTREE TR | $0 | 0.00% | 0 | -3,430 | -100.0% | -$30.13万 | 清仓 |
| GSEW | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | -3,330 | -100.0% | -$28.20万 | 清仓 |
| REGN | REGENERON PHARMACEUTICALS | $0 | 0.00% | 0 | -364 | -100.0% | -$28.15万 | 清仓 |
| VBR | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,231 | -100.0% | -$26.75万 | 清仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -1,082 | -100.0% | -$25.70万 | 清仓 |
| RMD | RESMED INC | $0 | 0.00% | 0 | -1,129 | -100.0% | -$25.35万 | 清仓 |
| EQNR | EQUINOR ASA | $0 | 0.00% | 0 | -5,977 | -100.0% | -$25.22万 | 清仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $0 | 0.00% | 0 | -1,158 | -100.0% | -$25.00万 | 清仓 |
| RGLD | ROYAL GOLD INC | $0 | 0.00% | 0 | -974 | -100.0% | -$24.79万 | 清仓 |
| XLY | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -2,258 | -100.0% | -$24.61万 | 清仓 |
| XLU | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -5,340 | -100.0% | -$24.51万 | 清仓 |
| AEM | AGNICO EAGLE MINES LTD | $0 | 0.00% | 0 | -1,207 | -100.0% | -$24.50万 | 清仓 |
| CWT | CALIFORNIA WTR SVC GROUP | $0 | 0.00% | 0 | -5,275 | -100.0% | -$23.92万 | 清仓 |
| XLV | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -1,616 | -100.0% | -$23.69万 | 清仓 |
| DFUV | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -4,853 | -100.0% | -$23.52万 | 清仓 |
| OTIS | OTIS WORLDWIDE CORP | $0 | 0.00% | 0 | -3,016 | -100.0% | -$23.25万 | 清仓 |
| VOE | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,258 | -100.0% | -$23.18万 | 清仓 |
| VDE | VANGUARD WORLD FD | $0 | 0.00% | 0 | -1,279 | -100.0% | -$22.13万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -3,494 | -100.0% | -$21.93万 | 清仓 |
| VBK | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -710 | -100.0% | -$21.46万 | 清仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $0 | 0.00% | 0 | -1,748 | -100.0% | -$21.31万 | 清仓 |
| KR | KROGER CO | $0 | 0.00% | 0 | -2,939 | -100.0% | -$21.27万 | 清仓 |
| MSI | MOTOROLA SOLUTIONS INC | $0 | 0.00% | 0 | -481 | -100.0% | -$20.90万 | 清仓 |
| IGIB | ISHARES TR | $0 | 0.00% | 0 | -3,824 | -100.0% | -$20.35万 | 清仓 |
| HLN | HALEON PLC | $0 | 0.00% | 0 | -12,851 | -100.0% | -$12.86万 | 清仓 |
| — | BANCO BRADESCO S A | $3.12万 | 0.00% | 10,387 | -8,186 | -44.1% | -$2.46万 | 减仓 |
| CERS | CERUS CORP | $4.38万 | 0.00% | 15,000 | 0 | 0.0% | — | 不变 |
| MDXG | MIMEDX GROUP INC | $6.60万 | 0.00% | 17,150 | 0 | 0.0% | — | 不变 |
| INFY | INFOSYS LTD | $13.41万 | 0.01% | 12,787 | 1,356 | 11.9% | $1.42万 | 加仓 |
| AXIAY | AXIA ENERGIA SA | $14.14万 | 0.01% | 13,389 | 1,799 | 15.5% | $1.90万 | 加仓 |
| UGP | ULTRAPAR PARTICIPACOES SA | $14.47万 | 0.01% | 28,817 | -196 | -0.7% | -$984 | 减仓 |
| BBD | BANCO BRADESCO S A | $14.91万 | 0.01% | 42,955 | -971 | -2.2% | -$3,369 | 减仓 |
| NOK | NOKIA CORP | $15.92万 | 0.01% | 11,985 | 11,985 | — | $15.92万 | 新建仓 |
| ABEV | AMBEV SA | $18.34万 | 0.01% | 58,411 | 9,429 | 19.2% | $2.96万 | 加仓 |
| HIMX | HIMAX TECHNOLOGIES INC | $18.44万 | 0.01% | 12,018 | -311 | -2.5% | -$4,771 | 减仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $19.10万 | 0.01% | 17,127 | 172 | 1.0% | $1,918 | 加仓 |
| COIN | COINBASE GLOBAL INC | $20.01万 | 0.01% | 1,369 | 1,369 | — | $20.01万 | 新建仓 |
| AVES | AMERICAN CENTY ETF TR | $20.21万 | 0.01% | 3,081 | 3,081 | — | $20.21万 | 新建仓 |
| HUBB | HUBBELL INC | $20.25万 | 0.01% | 387 | 387 | — | $20.25万 | 新建仓 |
| PPG | PPG INDS INC | $20.26万 | 0.01% | 1,670 | 1,670 | — | $20.26万 | 新建仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $20.27万 | 0.01% | 2,250 | 2,250 | — | $20.27万 | 新建仓 |
| XBI | SPDR SERIES TRUST | $20.39万 | 0.01% | 1,289 | 1,289 | — | $20.39万 | 新建仓 |
| CCL | CARNIVAL CORP LTD | $20.60万 | 0.01% | 7,211 | 7,211 | — | $20.60万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $20.64万 | 0.01% | 831 | 190 | 29.6% | $4.72万 | 重新持有 |
| BINC | BLACKROCK ETF TRUST II | $20.72万 | 0.01% | 3,959 | -140 | -3.4% | -$7,327 | 减仓 |
| TRP | TC ENERGY CORP | $20.74万 | 0.01% | 3,129 | 3,129 | — | $20.74万 | 新建仓 |
| KT | KT CORP | $20.76万 | 0.01% | 12,012 | -2,656 | -18.1% | -$4.59万 | 减仓 |
| IHE | ISHARES TR | $20.79万 | 0.01% | 2,100 | 2,100 | — | $20.79万 | 新建仓 |
| DFIC | DIMENSIONAL ETF TRUST | $20.88万 | 0.01% | 5,604 | -11,207 | -66.7% | -$41.76万 | 减仓 |
| TM | TOYOTA MOTOR CORP | $21.01万 | 0.01% | 1,248 | -647 | -34.1% | -$10.89万 | 减仓 |
| STIP | ISHARES TR | $21.04万 | 0.01% | 2,060 | 0 | 0.0% | — | 不变 |
| MAS | MASCO CORP | $21.04万 | 0.01% | 2,586 | 2,586 | — | $21.04万 | 新建仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $21.05万 | 0.01% | 1,830 | 1,830 | — | $21.05万 | 新建仓 |
| CLX | CLOROX CO DEL | $21.12万 | 0.01% | 2,213 | -134 | -5.7% | -$1.28万 | 减仓 |
| AU | ANGLOGOLD ASHANTI PLC | $21.26万 | 0.01% | 2,628 | -36 | -1.4% | -$2,912 | 减仓 |
| ESS | ESSEX PPTY TR INC | $21.27万 | 0.01% | 729 | 729 | — | $21.27万 | 新建仓 |
| CASY | CASEYS GEN STORES INC | $21.54万 | 0.01% | 271 | -17 | -5.9% | -$1.35万 | 减仓 |
| AVIV | AMERICAN CENTY ETF TR | $21.71万 | 0.01% | 2,805 | 50 | 1.8% | $3,870 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $21.94万 | 0.01% | 4,517 | 304 | 7.2% | $1.48万 | 加仓 |
| JPEM | J P MORGAN EXCHANGE TRADED F | $21.97万 | 0.01% | 3,500 | 0 | 0.0% | — | 不变 |
| FLGV | FRANKLIN TEMPLETON ETF TR | $22.05万 | 0.01% | 10,870 | -155 | -1.4% | -$3,144 | 减仓 |
| AZO | AUTOZONE INC | $22.05万 | 0.01% | 69 | -5 | -6.8% | -$1.60万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $22.10万 | 0.01% | 1,868 | 186 | 11.1% | $2.20万 | 重新持有 |
| CPRT | COPART INC | $22.17万 | 0.01% | 7,864 | -995 | -11.2% | -$2.80万 | 减仓 |
| GM | GENERAL MTRS CO | $22.23万 | 0.01% | 2,884 | 73 | 2.6% | $5,626 | 加仓 |
| CRH | CRH PLC | $22.26万 | 0.01% | 2,081 | 122 | 6.2% | $1.31万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $22.39万 | 0.01% | 4,648 | 28 | 0.6% | $1,349 | 加仓 |
| EBAY | EBAY INC. | $22.40万 | 0.01% | 2,004 | 2,004 | — | $22.40万 | 新建仓 |
| HSY | HERSHEY CO | $22.47万 | 0.01% | 1,281 | -83 | -6.1% | -$1.46万 | 减仓 |
| NVR | NVR INC | $22.49万 | 0.01% | 33 | 33 | — | $22.49万 | 新建仓 |
| BKR | BAKER HUGHES COMPANY | $22.56万 | 0.01% | 4,064 | 150 | 3.8% | $8,325 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $22.58万 | 0.01% | 2,041 | 140 | 7.4% | $1.55万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $22.61万 | 0.01% | 4,185 | -4,371 | -51.1% | -$23.61万 | 减仓 |
| SNOW | SNOWFLAKE INC | $22.71万 | 0.01% | 892 | 892 | — | $22.71万 | 新建仓 |
| IBDV | ISHARES TR | $22.86万 | 0.01% | 10,486 | -22,030 | -67.8% | -$48.03万 | 减仓 |
| IBDU | ISHARES TR | $22.88万 | 0.01% | 9,878 | -20,754 | -67.8% | -$48.07万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $22.89万 | 0.01% | 2,820 | 163 | 6.1% | $1.32万 | 加仓 |
| IBDT | ISHARES TR | $22.93万 | 0.01% | 9,080 | -19,075 | -67.7% | -$48.16万 | 减仓 |
| WHK | WHITEHAWK MINERALS CORP | $23.00万 | 0.01% | 8,267 | 8,267 | — | $23.00万 | 新建仓 |
| IBDR | ISHARES TR | $23.08万 | 0.01% | 9,525 | -20,013 | -67.8% | -$48.49万 | 减仓 |
| IBDS | ISHARES TR | $23.14万 | 0.01% | 9,554 | -22,089 | -69.8% | -$53.50万 | 减仓 |
| EVRG | EVERGY INC | $23.33万 | 0.01% | 2,700 | 1 | 0.0% | $86 | 加仓 |
| XYL | XYLEM INC | $23.54万 | 0.01% | 1,991 | -815 | -29.0% | -$9.64万 | 减仓 |
| FIX | COMFORT SYS USA INC | $23.59万 | 0.01% | 119 | 119 | — | $23.59万 | 新建仓 |
| FENI | FIDELITY COVINGTON TRUST | $23.62万 | 0.01% | 5,885 | -919 | -13.5% | -$3.69万 | 减仓 |
| MUB | ISHARES TR | $23.62万 | 0.01% | 2,195 | -303 | -12.1% | -$3.26万 | 减仓 |
| XHB | SPDR SERIES TRUST | $23.68万 | 0.01% | 2,049 | 49 | 2.5% | $5,662 | 重新持有 |
| CEF | SPROTT ASSET MANAGEMENT LP | $23.79万 | 0.01% | 5,913 | 0 | 0.0% | — | 不变 |
| COKE | COCA COLA CONS INC | $23.82万 | 0.01% | 1,248 | 69 | 5.9% | $1.32万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $23.83万 | 0.01% | 848 | 848 | — | $23.83万 | 新建仓 |
| KOF | COCA-COLA FEMSA SAB DE CV | $24.02万 | 0.01% | 2,261 | 2,261 | — | $24.02万 | 新建仓 |
| FNDE | SCHWAB STRATEGIC TR | $24.15万 | 0.01% | 6,086 | 6,086 | — | $24.15万 | 新建仓 |