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 |
|---|---|---|---|---|---|---|---|---|
| GSK | GSK PLC | $42.33万 | 0.02% | 7,671 | 767 | 11.1% | $4.23万 | 加仓 |
| SONY | SONY GROUP CORP | $42.18万 | 0.02% | 20,376 | -7,999 | -28.2% | -$16.56万 | 减仓 |
| PSA | PUBLIC STORAGE OPER CO | $42.05万 | 0.02% | 1,552 | 737 | 90.4% | $19.97万 | 加仓 |
| EEM | ISHARES TR | $42.04万 | 0.02% | 7,403 | 1,817 | 32.5% | $10.32万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $41.92万 | 0.02% | 8,490 | -22 | -0.3% | -$1,086 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $41.89万 | 0.02% | 9,017 | 1,485 | 19.7% | $6.90万 | 加仓 |
| MCO | MOODYS CORP | $41.84万 | 0.02% | 959 | -82 | -7.9% | -$3.58万 | 减仓 |
| QQQI | NEOS ETF TRUST | $41.69万 | 0.02% | 8,390 | 1,815 | 27.6% | $9.02万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $41.63万 | 0.02% | 1,481 | 32 | 2.2% | $8,994 | 加仓 |
| CVS | CVS HEALTH CORP | $41.57万 | 0.02% | 5,789 | 565 | 10.8% | $4.06万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $41.54万 | 0.02% | 901 | -30 | -3.2% | -$1.38万 | 减仓 |
| RELX | RELX PLC | $41.25万 | 0.02% | 12,445 | 6,314 | 103.0% | $20.93万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $41.22万 | 0.02% | 5,477 | -415 | -7.0% | -$3.12万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $41.10万 | 0.02% | 1,945 | -16 | -0.8% | -$3,381 | 减仓 |
| FE | FIRSTENERGY CORP | $40.91万 | 0.02% | 8,076 | 1,658 | 25.8% | $8.40万 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC | $40.86万 | 0.02% | 2,627 | -10 | -0.4% | -$1,555 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $40.72万 | 0.02% | 3,713 | 3,713 | — | $40.72万 | 新建仓 |
| IUSV | ISHARES TR | $39.69万 | 0.02% | 3,882 | -3,927 | -50.3% | -$40.15万 | 减仓 |
| OMC | OMNICOM GROUP INC | $39.66万 | 0.02% | 5,266 | 5,266 | — | $39.66万 | 新建仓 |
| D | DOMINION ENERGY INC | $39.60万 | 0.02% | 6,406 | -104 | -1.6% | -$6,430 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $39.26万 | 0.02% | 1,138 | 1,138 | — | $39.26万 | 新建仓 |
| FTNT | FORTINET INC | $39.15万 | 0.02% | 4,791 | 1,230 | 34.5% | $10.05万 | 加仓 |
| TM | TOYOTA MOTOR CORP | $39.05万 | 0.02% | 1,895 | 399 | 26.7% | $8.22万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $38.84万 | 0.02% | 3,459 | -213 | -5.8% | -$2.39万 | 减仓 |
| CCI | CROWN CASTLE INC | $38.78万 | 0.02% | 4,770 | 1,836 | 62.6% | $14.93万 | 加仓 |
| IMTM | ISHARES TR | $38.64万 | 0.02% | 8,046 | 8,046 | — | $38.64万 | 新建仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $38.30万 | 0.02% | 19,394 | 2,072 | 12.0% | $4.09万 | 加仓 |
| AVGE | AMERICAN CENTY ETF TR | $38.03万 | 0.02% | 4,320 | 35 | 0.8% | $3,081 | 加仓 |
| ITOT | ISHARES TR | $37.73万 | 0.02% | 2,649 | 2,649 | — | $37.73万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $37.73万 | 0.02% | 2,299 | 462 | 25.1% | $7.58万 | 加仓 |
| EXC | EXELON CORP | $37.71万 | 0.02% | 7,692 | 2,140 | 38.5% | $10.49万 | 加仓 |
| HMY | HARMONY GOLD MNG LTD | $37.58万 | 0.02% | 24,449 | -2,668 | -9.8% | -$4.10万 | 减仓 |
| BN | BROOKFIELD CORP | $37.56万 | 0.02% | 9,282 | -123 | -1.3% | -$4,978 | 减仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $37.52万 | 0.02% | 3,265 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE | $37.25万 | 0.02% | 2,176 | 782 | 56.1% | $13.39万 | 加仓 |
| SHV | ISHARES TR | $37.25万 | 0.02% | 3,374 | 420 | 14.2% | $4.64万 | 加仓 |
| CX | CEMEX SA EURO MTN BE 144A | $37.24万 | 0.02% | 32,551 | 3,595 | 12.4% | $4.11万 | 加仓 |
| ARGT | GLOBAL X FDS | $37.14万 | 0.02% | 3,979 | -375 | -8.6% | -$3.50万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $36.82万 | 0.02% | 1,974 | 1,974 | — | $36.82万 | 新建仓 |
| ZTS | ZOETIS INC | $36.73万 | 0.02% | 3,107 | 239 | 8.3% | $2.83万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $36.63万 | 0.02% | 10,924 | 10,924 | — | $36.63万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $36.32万 | 0.02% | 3,692 | 316 | 9.4% | $3.11万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $36.16万 | 0.02% | 312 | -9 | -2.8% | -$1.04万 | 减仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $35.93万 | 0.02% | 16,572 | 3,720 | 28.9% | $8.06万 | 加仓 |
| NDAQ | NASDAQ INC | $35.82万 | 0.02% | 4,220 | 769 | 22.3% | $6.53万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $35.79万 | 0.02% | 3,887 | 1,391 | 55.7% | $12.81万 | 加仓 |
| SHE | SPDR SERIES TRUST | $35.75万 | 0.02% | 2,797 | -12 | -0.4% | -$1,534 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $35.60万 | 0.02% | 734 | 126 | 20.7% | $6.11万 | 加仓 |
| APA | APA CORPORATION | $35.17万 | 0.02% | 8,288 | -12 | -0.1% | -$509 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $34.84万 | 0.02% | 836 | 351 | 72.4% | $14.63万 | 重新持有 |
| BNDX | VANGUARD CHARLOTTE FDS | $33.76万 | 0.02% | 7,026 | -1,043 | -12.9% | -$5.01万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $33.76万 | 0.02% | 2,652 | 211 | 8.6% | $2.69万 | 加仓 |
| BUSE | FIRST BUSEY CORP | $33.74万 | 0.02% | 13,350 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $33.72万 | 0.02% | 195 | 195 | — | $33.72万 | 新建仓 |
| XYL | XYLEM INC | $33.53万 | 0.02% | 2,806 | 400 | 16.6% | $4.78万 | 加仓 |
| JOYY | JOYY INC | $33.45万 | 0.02% | 5,728 | -58 | -1.0% | -$3,387 | 减仓 |
| JBL | JABIL INC | $32.96万 | 0.02% | 1,241 | 91 | 7.9% | $2.42万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $32.87万 | 0.02% | 839 | 85 | 11.3% | $3.33万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $32.76万 | 0.02% | 4,987 | 4,987 | — | $32.76万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $32.75万 | 0.02% | 1,141 | 402 | 54.4% | $11.54万 | 加仓 |
| EMBJ | EMBRAER S.A. | $32.57万 | 0.02% | 5,489 | -38 | -0.7% | -$2,255 | 减仓 |
| VTR | VENTAS INC | $32.47万 | 0.02% | 3,970 | 340 | 9.4% | $2.78万 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $32.43万 | 0.02% | 3,586 | 234 | 7.0% | $2.12万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $32.36万 | 0.02% | 5,720 | 5,720 | — | $32.36万 | 新建仓 |
| MGV | VANGUARD WORLD FD | $32.11万 | 0.02% | 2,216 | 2,216 | — | $32.11万 | 新建仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $32.09万 | 0.02% | 3,111 | 1 | 0.0% | $103 | 加仓 |
| SNDK | SANDISK CORP | $32.08万 | 0.02% | 505 | 505 | — | $32.08万 | 新建仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $31.90万 | 0.02% | 4,389 | 4,389 | — | $31.90万 | 新建仓 |
| IAU | ISHARES GOLD TR | $31.86万 | 0.02% | 3,614 | 823 | 29.5% | $7.26万 | 加仓 |
| PGR | PROGRESSIVE CORP | $31.75万 | 0.02% | 1,601 | 177 | 12.4% | $3.51万 | 加仓 |
| KT | KT CORP | $31.46万 | 0.02% | 14,668 | 0 | 0.0% | — | 不变 |
| MEDP | MEDPACE HLDGS INC | $31.40万 | 0.02% | 654 | 5 | 0.8% | $2,401 | 加仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $31.06万 | 0.02% | 39,121 | 1,783 | 4.8% | $1.42万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $31.06万 | 0.02% | 1,148 | 1,148 | — | $31.06万 | 新建仓 |
| SU | SUNCOR ENERGY INC NEW | $30.93万 | 0.02% | 4,678 | 4,678 | — | $30.93万 | 新建仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $30.90万 | 0.02% | 4,264 | 271 | 6.8% | $1.96万 | 加仓 |
| NUE | NUCOR CORP | $30.85万 | 0.02% | 1,824 | 295 | 19.3% | $4.99万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $30.59万 | 0.02% | 6,277 | 6,277 | — | $30.59万 | 新建仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $30.54万 | 0.02% | 4,472 | 1,375 | 44.4% | $9.39万 | 加仓 |
| SRE | SEMPRA | $30.52万 | 0.02% | 3,141 | -46 | -1.4% | -$4,469 | 减仓 |
| TCAL | T ROWE PRICE ETF INC | $30.41万 | 0.02% | 13,604 | 3,488 | 34.5% | $7.80万 | 加仓 |
| GEN | GEN DIGITAL INC | $30.30万 | 0.02% | 16,090 | 2,090 | 14.9% | $3.94万 | 加仓 |
| EFX | EQUIFAX INC | $30.27万 | 0.02% | 1,681 | -97 | -5.5% | -$1.75万 | 减仓 |
| UMBF | UMB FINL CORP | $30.22万 | 0.02% | 2,679 | 867 | 47.8% | $9.78万 | 加仓 |
| DGRW | WISDOMTREE TR | $30.13万 | 0.02% | 3,430 | 3,430 | — | $30.13万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $30.11万 | 0.02% | 1,447 | 345 | 31.3% | $7.18万 | 加仓 |
| IWO | ISHARES TR | $29.84万 | 0.02% | 951 | 10 | 1.1% | $3,138 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $29.75万 | 0.02% | 7,285 | -232 | -3.1% | -$9,473 | 减仓 |
| CTVA | CORTEVA INC | $29.61万 | 0.02% | 3,537 | 333 | 10.4% | $2.79万 | 重新持有 |
| GIB | CGI INC | $29.52万 | 0.02% | 4,038 | 4,038 | — | $29.52万 | 新建仓 |
| CPRT | COPART INC | $29.41万 | 0.02% | 8,859 | 862 | 10.8% | $2.86万 | 加仓 |
| BMO | BANK MONTREAL MEDIUM | $29.15万 | 0.02% | 2,154 | -126 | -5.5% | -$1.71万 | 减仓 |
| CTAS | CINTAS CORP | $29.06万 | 0.02% | 1,718 | 222 | 14.8% | $3.76万 | 加仓 |
| AOA | ISHARES TR | $28.93万 | 0.02% | 3,270 | 219 | 7.2% | $1.94万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $28.57万 | 0.02% | 2,884 | 2,884 | — | $28.57万 | 新建仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $28.44万 | 0.02% | 14,560 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $28.37万 | 0.02% | 1,887 | 438 | 30.2% | $6.59万 | 加仓 |
| HSY | HERSHEY CO | $28.35万 | 0.02% | 1,364 | 260 | 23.6% | $5.40万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $28.29万 | 0.02% | 2,552 | 159 | 6.6% | $1.76万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $28.22万 | 0.02% | 5,913 | -197 | -3.2% | -$9,401 | 减仓 |