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 |
|---|---|---|---|---|---|---|---|---|
| QUAL | ISHARES TR | $105.05万 | 0.06% | 5,477 | -455 | -7.7% | -$8.73万 | 减仓 |
| EMR | EMERSON ELEC CO | $104.57万 | 0.06% | 7,981 | 1,833 | 29.8% | $24.02万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $104.24万 | 0.06% | 11,092 | 82 | 0.7% | $7,706 | 加仓 |
| IWV | ISHARES TR | $101.16万 | 0.06% | 2,729 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $100.30万 | 0.05% | 6,256 | 2,070 | 49.5% | $33.19万 | 加仓 |
| CRM | SALESFORCE INC | $100.19万 | 0.05% | 5,367 | 1,407 | 35.5% | $26.27万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $100.17万 | 0.05% | 34,891 | 17,816 | 104.3% | $51.15万 | 加仓 |
| KB | KB FINL GROUP INC | $99.94万 | 0.05% | 10,021 | -186 | -1.8% | -$1.85万 | 减仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $99.73万 | 0.05% | 37,950 | 700 | 1.9% | $1.84万 | 加仓 |
| ETN | EATON CORP PLC | $99.55万 | 0.05% | 2,783 | 223 | 8.7% | $7.98万 | 加仓 |
| USFR | WISDOMTREE TR | $99.34万 | 0.05% | 19,733 | 2,780 | 16.4% | $13.99万 | 加仓 |
| APH | AMPHENOL CORP | $99.04万 | 0.05% | 7,839 | 328 | 4.4% | $4.14万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $98.17万 | 0.05% | 7,490 | 352 | 4.9% | $4.61万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $97.97万 | 0.05% | 8,812 | 167 | 1.9% | $1.86万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $96.69万 | 0.05% | 1,600 | 528 | 49.3% | $31.91万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $96.45万 | 0.05% | 1,962 | 235 | 13.6% | $11.55万 | 加仓 |
| WELL | WELLTOWER INC | $96.30万 | 0.05% | 4,871 | 936 | 23.8% | $18.50万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $96.12万 | 0.05% | 7,340 | 43 | 0.6% | $5,631 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $95.55万 | 0.05% | 36,583 | -19,485 | -34.8% | -$50.89万 | 减仓 |
| GEV | GE VERNOVA INC | $95.05万 | 0.05% | 1,089 | 531 | 95.2% | $46.35万 | 加仓 |
| FDX | FEDEX CORP | $94.62万 | 0.05% | 2,656 | 477 | 21.9% | $16.99万 | 加仓 |
| KLAC | KLA CORP | $93.94万 | 0.05% | 638 | 109 | 20.6% | $16.05万 | 加仓 |
| VALE | VALE S A | $93.77万 | 0.05% | 58,938 | 4,115 | 7.5% | $6.55万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $93.38万 | 0.05% | 2,855 | 397 | 16.2% | $12.99万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $93.31万 | 0.05% | 5,933 | 555 | 10.3% | $8.73万 | 加仓 |
| FEM | FIRST TR EXCH TRD ALPHDX FD | $93.12万 | 0.05% | 31,089 | 10 | 0.0% | $300 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $91.62万 | 0.05% | 10,750 | 5,874 | 120.5% | $50.06万 | 加仓 |
| TAXF | AMERICAN CENTY ETF TR | $91.26万 | 0.05% | 18,234 | 0 | 0.0% | — | 不变 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $91.10万 | 0.05% | 14,857 | 14,857 | — | $91.10万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $90.74万 | 0.05% | 4,601 | 4,601 | — | $90.74万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $89.76万 | 0.05% | 4,920 | -1,593 | -24.5% | -$29.06万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $89.26万 | 0.05% | 5,172 | 2,262 | 77.7% | $39.04万 | 加仓 |
| XCEM | COLUMBIA ETF TR II | $85.62万 | 0.05% | 20,979 | 20,979 | — | $85.62万 | 新建仓 |
| BA | BOEING CO | $85.60万 | 0.05% | 4,301 | 822 | 23.6% | $16.36万 | 加仓 |
| GE | GE AEROSPACE | $85.54万 | 0.05% | 3,014 | 1,365 | 82.8% | $38.74万 | 加仓 |
| USIG | ISHARES TR | $85.37万 | 0.05% | 16,663 | 16,663 | — | $85.37万 | 新建仓 |
| IBB | ISHARES TR | $83.56万 | 0.05% | 4,949 | -648 | -11.6% | -$10.94万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $82.82万 | 0.05% | 3,587 | 1,453 | 68.1% | $33.55万 | 加仓 |
| EAGG | ISHARES TR | $82.69万 | 0.05% | 17,390 | -1,441 | -7.7% | -$6.85万 | 减仓 |
| MPC | MARATHON PETE CORP | $81.97万 | 0.04% | 3,357 | 186 | 5.9% | $4.54万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $81.95万 | 0.04% | 9,904 | 1,626 | 19.6% | $13.45万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $81.23万 | 0.04% | 1,716 | 278 | 19.3% | $13.16万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $79.62万 | 0.04% | 20,040 | 20,040 | — | $79.62万 | 新建仓 |
| WF | WOORI FINL GROUP INC | $79.31万 | 0.04% | 11,908 | 240 | 2.1% | $1.60万 | 加仓 |
| IVE | ISHARES TR | $78.55万 | 0.04% | 3,720 | 128 | 3.6% | $2.70万 | 加仓 |
| EFA | ISHARES TR | $76.89万 | 0.04% | 7,916 | 610 | 8.3% | $5.93万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $76.87万 | 0.04% | 3,510 | 2,382 | 211.2% | $52.16万 | 加仓 |
| IBDS | ISHARES TR | $76.70万 | 0.04% | 31,643 | 31,643 | — | $76.70万 | 新建仓 |
| CMI | CUMMINS INC | $76.13万 | 0.04% | 1,415 | 232 | 19.6% | $12.48万 | 加仓 |
| SPGI | S&P GLOBAL INC | $76.11万 | 0.04% | 1,789 | -118 | -6.2% | -$5.02万 | 减仓 |
| IWN | ISHARES TR | $75.49万 | 0.04% | 3,982 | -4 | -0.1% | -$758 | 减仓 |
| MFC | MANULIFE FINL CORP | $75.40万 | 0.04% | 21,893 | -386 | -1.7% | -$1.33万 | 减仓 |
| HAL | HALLIBURTON CO | $74.95万 | 0.04% | 19,223 | 4,301 | 28.8% | $16.77万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $74.57万 | 0.04% | 43,941 | 3,010 | 7.4% | $5.11万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $73.69万 | 0.04% | 12,784 | 7,550 | 144.2% | $43.52万 | 加仓 |
| TIMB | TIM S A | $73.54万 | 0.04% | 27,762 | -115 | -0.4% | -$3,046 | 减仓 |
| MGK | VANGUARD WORLD FD | $73.46万 | 0.04% | 1,999 | 1,082 | 118.0% | $39.76万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $72.78万 | 0.04% | 9,182 | 1,334 | 17.0% | $10.57万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $72.50万 | 0.04% | 3,348 | 234 | 7.5% | $5.07万 | 加仓 |
| IBDR | ISHARES TR | $71.60万 | 0.04% | 29,538 | 29,538 | — | $71.60万 | 新建仓 |
| LIN | LINDE PLC | $71.32万 | 0.04% | 1,439 | 653 | 83.1% | $32.36万 | 加仓 |
| IBDT | ISHARES TR | $71.32万 | 0.04% | 28,155 | 28,155 | — | $71.32万 | 新建仓 |
| IBDU | ISHARES TR | $71.25万 | 0.04% | 30,632 | 30,632 | — | $71.25万 | 新建仓 |
| IBDV | ISHARES TR | $71.18万 | 0.04% | 32,516 | 32,516 | — | $71.18万 | 新建仓 |
| FOXA | FOX CORP | $70.72万 | 0.04% | 12,109 | -2,667 | -18.0% | -$15.58万 | 减仓 |
| RIO | RIO TINTO PLC | $70.34万 | 0.04% | 7,540 | 3,298 | 77.7% | $30.77万 | 加仓 |
| SUSC | ISHARES TR | $70.12万 | 0.04% | 30,308 | 225 | 0.7% | $5,206 | 加仓 |
| TFI | SPDR SERIES TRUST | $69.99万 | 0.04% | 15,437 | -1,989 | -11.4% | -$9.02万 | 减仓 |
| ECL | ECOLAB INC | $69.68万 | 0.04% | 2,619 | -12 | -0.5% | -$3,193 | 减仓 |
| ENB | ENBRIDGE INC | $69.49万 | 0.04% | 12,836 | 3,001 | 30.5% | $16.25万 | 加仓 |
| WRB | BERKLEY W R CORP | $69.18万 | 0.04% | 10,437 | -198 | -1.9% | -$1.31万 | 减仓 |
| BX | BLACKSTONE INC | $68.63万 | 0.04% | 5,968 | 219 | 3.8% | $2.52万 | 加仓 |
| IVLU | ISHARES TR | $68.48万 | 0.04% | 17,259 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $67.76万 | 0.04% | 705 | -10 | -1.4% | -$9,611 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $67.73万 | 0.04% | 2,503 | -622 | -19.9% | -$16.83万 | 减仓 |
| DB | DEUTSCHE BK AG | $67.41万 | 0.04% | 22,635 | -1,678 | -6.9% | -$5.00万 | 减仓 |
| IAI | ISHARES TR | $66.93万 | 0.04% | 4,076 | -684 | -14.4% | -$11.23万 | 减仓 |
| SHOP | SHOPIFY INC | $66.58万 | 0.04% | 5,613 | -91 | -1.6% | -$1.08万 | 减仓 |
| PSX | PHILLIPS 66 | $66.13万 | 0.04% | 3,630 | 1,842 | 103.0% | $33.56万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $66.05万 | 0.04% | 2,264 | 52 | 2.4% | $1.52万 | 加仓 |
| INTU | INTUIT | $65.67万 | 0.04% | 1,519 | 340 | 28.8% | $14.70万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $65.27万 | 0.04% | 8,972 | 1,506 | 20.2% | $10.96万 | 加仓 |
| IRM | IRON MTN INC DEL | $65.15万 | 0.04% | 6,379 | 994 | 18.5% | $10.15万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $64.74万 | 0.04% | 29,887 | 956 | 3.3% | $2.07万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $64.65万 | 0.04% | 1,801 | 1,195 | 197.2% | $42.89万 | 加仓 |
| DHI | D R HORTON INC | $64.17万 | 0.04% | 4,676 | 977 | 26.4% | $13.41万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $64.06万 | 0.03% | 152 | 40 | 35.7% | $16.86万 | 加仓 |
| ETR | ENTERGY CORP NEW | $63.61万 | 0.03% | 5,661 | 934 | 19.8% | $10.50万 | 加仓 |
| OEF | ISHARES TR | $63.03万 | 0.03% | 1,982 | 39 | 2.0% | $1.24万 | 加仓 |
| CSX | CSX CORP | $63.00万 | 0.03% | 15,347 | 1,234 | 8.7% | $5.07万 | 加仓 |
| SLB | SLB LIMITED | $62.74万 | 0.03% | 12,209 | 1,755 | 16.8% | $9.02万 | 加仓 |
| ING | ING GROEP N.V. | $62.69万 | 0.03% | 24,067 | 827 | 3.6% | $2.15万 | 加仓 |
| VIV | TELEFONICA BRASIL SA | $62.66万 | 0.03% | 39,386 | -259 | -0.7% | -$4,121 | 减仓 |
| TXN | TEXAS INSTRS INC | $62.56万 | 0.03% | 3,222 | 821 | 34.2% | $15.94万 | 加仓 |
| IMO | IMPERIAL OIL LTD | $62.19万 | 0.03% | 4,754 | -128 | -2.6% | -$1.67万 | 减仓 |
| CB | CHUBB LTD SWITZ | $62.03万 | 0.03% | 1,903 | 41 | 2.2% | $1.34万 | 加仓 |
| GFI | GOLD FIELDS LTD | $61.99万 | 0.03% | 13,654 | 382 | 2.9% | $1.73万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $61.76万 | 0.03% | 2,373 | 710 | 42.7% | $18.48万 | 加仓 |
| VOD | VODAFONE GROUP PLC | $61.45万 | 0.03% | 40,914 | -3,732 | -8.4% | -$5.61万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $61.41万 | 0.03% | 3,097 | -1,632 | -34.5% | -$32.36万 | 减仓 |