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 |
|---|---|---|---|---|---|---|---|---|
| RTX | RTX CORPORATION | $263.21万 | 0.14% | 13,645 | 238 | 1.8% | $4.59万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $257.52万 | 0.14% | 17,829 | 6,245 | 53.9% | $90.20万 | 加仓 |
| NFLX | NETFLIX INC. | $250.15万 | 0.14% | 26,017 | -1,615 | -5.8% | -$15.53万 | 减仓 |
| TCHP | T ROWE PRICE ETF INC | $247.69万 | 0.14% | 56,064 | 140 | 0.3% | $6,185 | 加仓 |
| IWR | ISHARES TR | $241.96万 | 0.13% | 24,886 | 20,971 | 535.7% | $203.90万 | 加仓 |
| SUSA | ISHARES TR | $239.77万 | 0.13% | 18,150 | -15,057 | -45.3% | -$198.91万 | 减仓 |
| ASML | ASML HLDG NV | $233.38万 | 0.13% | 1,767 | 213 | 13.7% | $28.13万 | 加仓 |
| ATR | APTARGROUP INC | $232.77万 | 0.13% | 18,471 | -118 | -0.6% | -$1.49万 | 减仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $232.15万 | 0.13% | 70,116 | 5,525 | 8.6% | $18.29万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $231.55万 | 0.13% | 75,474 | -3,708 | -4.7% | -$11.38万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $230.39万 | 0.13% | 45,894 | 10,576 | 29.9% | $53.09万 | 加仓 |
| IHAK | ISHARES TR | $229.81万 | 0.13% | 52,648 | -733 | -1.4% | -$3.20万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $227.08万 | 0.12% | 91,565 | 3,185 | 3.6% | $7.90万 | 加仓 |
| ABBV | ABBVIE INC | $224.13万 | 0.12% | 10,305 | -159 | -1.5% | -$3.46万 | 减仓 |
| T | AT&T INC | $223.21万 | 0.12% | 76,994 | 16,405 | 27.1% | $47.56万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $221.86万 | 0.12% | 15,919 | 3,629 | 29.5% | $50.58万 | 加仓 |
| PEP | PEPSICO INC | $216.97万 | 0.12% | 13,972 | 3,933 | 39.2% | $61.07万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $216.87万 | 0.12% | 4,340 | -481 | -10.0% | -$24.04万 | 减仓 |
| CAT | CATERPILLAR INC | $216.67万 | 0.12% | 3,058 | 303 | 11.0% | $21.47万 | 加仓 |
| COP | CONOCOPHILLIPS | $211.18万 | 0.12% | 15,999 | 798 | 5.2% | $10.53万 | 加仓 |
| SO | SOUTHERN CO | $209.37万 | 0.11% | 21,692 | 1,194 | 5.8% | $11.52万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $208.57万 | 0.11% | 29,414 | 129 | 0.4% | $9,147 | 加仓 |
| MEAR | ISHARES U S ETF TR | $207.24万 | 0.11% | 41,169 | 785 | 1.9% | $3.95万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $207.04万 | 0.11% | 12,522 | 3,792 | 43.4% | $62.70万 | 加仓 |
| VSDM | VANGUARD MUN BD FDS | $205.56万 | 0.11% | 26,945 | 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 |
| JMST | J P MORGAN EXCHANGE TRADED F | $201.88万 | 0.11% | 39,600 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $201.52万 | 0.11% | 5,896 | 723 | 14.0% | $24.71万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $195.80万 | 0.11% | 30,556 | 10,462 | 52.1% | $67.04万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $195.15万 | 0.11% | 2,307 | 165 | 7.7% | $13.96万 | 加仓 |
| VHT | VANGUARD WORLD FD | $191.69万 | 0.10% | 7,039 | 6 | 0.1% | $1,634 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $190.82万 | 0.10% | 5,560 | 1,335 | 31.6% | $45.82万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $189.83万 | 0.10% | 4,346 | 1,123 | 34.8% | $49.05万 | 加仓 |
| EFV | ISHARES TR | $189.46万 | 0.10% | 25,482 | 2,275 | 9.8% | $16.91万 | 加仓 |
| RY | ROYAL BK CDA | $184.04万 | 0.10% | 11,376 | 300 | 2.7% | $4.85万 | 加仓 |
| C | CITIGROUP INC | $183.47万 | 0.10% | 16,178 | 2,390 | 17.3% | $27.10万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $181.96万 | 0.10% | 12,439 | 2,026 | 19.5% | $29.64万 | 加仓 |
| IVW | ISHARES TR | $178.30万 | 0.10% | 15,763 | 147 | 0.9% | $1.66万 | 加仓 |
| IEMG | ISHARES INC | $175.15万 | 0.10% | 25,111 | -1,522 | -5.7% | -$10.62万 | 减仓 |
| AGG | ISHARES TR | $174.75万 | 0.10% | 17,603 | 6,623 | 60.3% | $65.75万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $168.47万 | 0.09% | 20,423 | 628 | 3.2% | $5.18万 | 加仓 |
| VOX | VANGUARD WORLD FD | $166.83万 | 0.09% | 9,277 | -700 | -7.0% | -$12.59万 | 减仓 |
| MO | ALTRIA GROUP INC | $165.79万 | 0.09% | 25,123 | -1,475 | -5.5% | -$9.73万 | 减仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $163.74万 | 0.09% | 55,771 | 15,036 | 36.9% | $44.15万 | 加仓 |
| IGSB | ISHARES TR | $162.24万 | 0.09% | 30,867 | -2,943 | -8.7% | -$15.47万 | 减仓 |
| ORCL | ORACLE CORP | $156.83万 | 0.09% | 10,661 | 456 | 4.5% | $6.71万 | 加仓 |
| WFC | WELLS FARGO & CO | $154.42万 | 0.08% | 19,397 | 8,026 | 70.6% | $63.90万 | 加仓 |
| VB | VANGUARD INDEX FDS | $153.61万 | 0.08% | 5,865 | 1,844 | 45.9% | $48.30万 | 加仓 |
| TJX | TJX COS INC NEW | $152.42万 | 0.08% | 9,544 | 1,306 | 15.9% | $20.86万 | 加仓 |
| NCDL | NUVEEN CHURCHILL DIRECT LEND | $148.07万 | 0.08% | 116,409 | 1,356 | 1.2% | $1.72万 | 加仓 |
| IYW | ISHARES TR | $146.82万 | 0.08% | 8,093 | 1,038 | 14.7% | $18.83万 | 加仓 |
| QCOM | QUALCOMM INC | $141.92万 | 0.08% | 11,021 | 4,973 | 82.2% | $64.04万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $140.64万 | 0.08% | 13,698 | -1,002 | -6.8% | -$10.29万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $135.57万 | 0.07% | 5,593 | 806 | 16.8% | $19.54万 | 加仓 |
| IWM | ISHARES TR | $134.26万 | 0.07% | 5,414 | 19 | 0.4% | $4,712 | 加仓 |
| LRCX | LAM RESEARCH CORP | $133.91万 | 0.07% | 6,267 | 882 | 16.4% | $18.85万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $130.68万 | 0.07% | 50,966 | 40,414 | 383.0% | $103.62万 | 加仓 |
| MDT | MEDTRONIC PLC | $129.61万 | 0.07% | 14,958 | -1,681 | -10.1% | -$14.57万 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $129.48万 | 0.07% | 7,814 | -400 | -4.9% | -$6.63万 | 减仓 |
| SHEL | SHELL PLC | $129.39万 | 0.07% | 13,913 | 5,182 | 59.4% | $48.19万 | 加仓 |
| PLD | PROLOGIS INC. | $128.54万 | 0.07% | 9,725 | 1,567 | 19.2% | $20.71万 | 加仓 |
| UNP | UNION PAC CORP | $127.51万 | 0.07% | 5,255 | 657 | 14.3% | $15.94万 | 加仓 |
| ESGD | ISHARES TR | $127.43万 | 0.07% | 13,327 | -47 | -0.4% | -$4,494 | 减仓 |
| NVS | NOVARTIS AG | $126.27万 | 0.07% | 8,267 | 966 | 13.2% | $14.76万 | 加仓 |
| IJR | ISHARES TR | $126.13万 | 0.07% | 10,146 | 5,872 | 137.4% | $73.00万 | 加仓 |
| PHM | PULTE GROUP INC | $126.03万 | 0.07% | 10,716 | -106 | -1.0% | -$1.25万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $124.77万 | 0.07% | 15,912 | 10,741 | 207.7% | $84.22万 | 加仓 |
| MS | MORGAN STANLEY | $123.53万 | 0.07% | 7,506 | 536 | 7.7% | $8.82万 | 加仓 |
| PFE | PFIZER INC | $122.96万 | 0.07% | 43,790 | 9,514 | 27.8% | $26.72万 | 加仓 |
| IUSB | ISHARES TR | $122.42万 | 0.07% | 26,503 | -2,993 | -10.1% | -$13.82万 | 减仓 |
| DIS | DISNEY WALT CO | $121.38万 | 0.07% | 12,594 | 644 | 5.4% | $6.21万 | 加仓 |
| LOW | LOWES COS INC | $121.35万 | 0.07% | 5,136 | 697 | 15.7% | $16.47万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $120.91万 | 0.07% | 20,678 | 2 | 0.0% | $117 | 加仓 |
| SLV | ISHARES SILVER TR | $120.87万 | 0.07% | 17,739 | 785 | 4.6% | $5.35万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $119.62万 | 0.07% | 25,965 | 2,321 | 9.8% | $10.69万 | 加仓 |
| AMGN | AMGEN INC | $118.20万 | 0.06% | 3,359 | 373 | 12.5% | $13.13万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $117.72万 | 0.06% | 5,787 | 825 | 16.6% | $16.78万 | 加仓 |
| IJK | ISHARES TR | $117.19万 | 0.06% | 11,647 | 3 | 0.0% | $302 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $116.66万 | 0.06% | 1,303 | 235 | 22.0% | $21.04万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $116.59万 | 0.06% | 8,773 | -193 | -2.2% | -$2.56万 | 减仓 |
| DE | DEERE & CO | $115.96万 | 0.06% | 2,059 | 390 | 23.4% | $21.96万 | 加仓 |
| OAKM | HARRIS OAKMARK ETF TRUST | $115.82万 | 0.06% | 42,016 | 700 | 1.7% | $1.93万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $113.82万 | 0.06% | 3,763 | 435 | 13.1% | $13.16万 | 加仓 |
| EQIX | EQUINIX INC | $113.69万 | 0.06% | 1,160 | 846 | 269.4% | $82.91万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $113.17万 | 0.06% | 38,849 | -2,580 | -6.2% | -$7.52万 | 减仓 |
| SBUX | STARBUCKS CORP | $112.80万 | 0.06% | 12,591 | 8,780 | 230.4% | $78.66万 | 加仓 |
| — | HONEYWELL INTL INC | $112.73万 | 0.06% | 4,987 | 1,473 | 41.9% | $33.30万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $111.89万 | 0.06% | 12,047 | 961 | 8.7% | $8.93万 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $110.89万 | 0.06% | 25,398 | 92 | 0.4% | $4,017 | 加仓 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $110.73万 | 0.06% | 18,057 | 274 | 1.5% | $1.68万 | 加仓 |
| ESGU | ISHARES TR | $110.72万 | 0.06% | 7,829 | -817 | -9.4% | -$11.55万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $110.00万 | 0.06% | 5,607 | 1,529 | 37.5% | $30.00万 | 加仓 |
| DVY | ISHARES TR | $109.31万 | 0.06% | 7,220 | 45 | 0.6% | $6,813 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $107.20万 | 0.06% | 8,187 | 627 | 8.3% | $8.21万 | 加仓 |
| ALL | ALLSTATE CORP | $106.85万 | 0.06% | 5,153 | 290 | 6.0% | $6.01万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $106.50万 | 0.06% | 1,727 | 90 | 5.5% | $5.55万 | 加仓 |
| ADI | ANALOG DEVICES INC | $106.30万 | 0.06% | 3,341 | 219 | 7.0% | $6.97万 | 加仓 |
| IWB | ISHARES TR | $105.86万 | 0.06% | 2,969 | 2,969 | — | $105.86万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $105.30万 | 0.06% | 4,262 | 164 | 4.0% | $4.05万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $105.20万 | 0.06% | 42,505 | 42,505 | — | $105.20万 | 新建仓 |