13F 机构持仓

Aprio Wealth Management, LLC

ATLANTA GA · SEC CIK 0001803519

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$20.24亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

DIMENSIONAL ET 4.9%
DIHP 3.8%
CGBL 3.2%
CGGR 3.1%
EMXC 3.1%
VCRM 2.2%
TDIV 2.2%
COWZ 2.1%
AVLV 1.9%
CGXU 1.8%

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
GFI GOLD FIELDS LTD $45.53万0.02%13,554 -100-0.7% -$3,359 减仓
AWK AMERICAN WTR WKS CO INC NEW $45.46万0.02%3,455 1193.6% $1.57万 加仓
YUM YUM BRANDS INC $45.27万0.02%2,832 -43-1.5% -$6,873 减仓
FDVV FIDELITY COVINGTON TRUST $44.84万0.02%7,438 7,438— $44.84万 新建仓
KGC KINROSS GOLD CORP $44.81万0.02%18,973 00.0% — 不变
BIV VANGUARD BD INDEX FDS $44.68万0.02%5,826 -191-3.2% -$1.46万 减仓
MNST MONSTER BEVERAGE CORP NEW $44.67万0.02%4,647 3839.0% $3.68万 加仓
ESGV VANGUARD WORLD FD $44.66万0.02%3,377 -82-2.4% -$1.08万 减仓
CCI CROWN CASTLE INC $44.59万0.02%5,888 1,11823.4% $8.47万 加仓
TEL TE CONNECTIVITY PLC $44.04万0.02%2,185 -159-6.8% -$3.21万 减仓
GSLC GOLDMAN SACHS ETF TR $43.88万0.02%3,093 3,093— $43.88万 新建仓
NUE NUCOR CORP $43.59万0.02%1,957 1337.3% $2.96万 加仓
MFG MIZUHO FINANCIAL GROUP INC $43.43万0.02%45,339 6,21815.9% $5.96万 加仓
IWR ISHARES TR $43.35万0.02%3,929 -20,957-84.2% -$231.20万 减仓
MCO MOODYS CORP $43.17万0.02%953 -6-0.6% -$2,718 减仓
BCI ABRDN ETFS $43.08万0.02%19,285 19,285— $43.08万 新建仓
NOC NORTHROP GRUMMAN CORP $43.05万0.02%845 698.9% $3.52万 加仓
SHE SPDR SERIES TRUST $42.99万0.02%2,784 -13-0.5% -$2,008 减仓
NYT NEW YORK TIMES CO MTN BE $42.84万0.02%6,122 1632.7% $1.14万 加仓
AVGE AMERICAN CENTY ETF TR $42.83万0.02%4,322 20.0% $198 加仓
COR CENCORA INC $42.70万0.02%1,509 -112-6.9% -$3.17万 减仓
HDB HDFC BANK LTD $42.54万0.02%16,471 -1,993-10.8% -$5.15万 重新持有
IUSV ISHARES TR $42.37万0.02%3,847 -35-0.9% -$3,855 减仓
GIB CGI INC $42.07万0.02%6,516 2,47861.4% $16.00万 加仓
AIG AMERICAN INTL GROUP INC $42.05万0.02%5,642 1653.0% $1.23万 加仓
RWL INVESCO EXCH TRADED FD TR II $41.71万0.02%3,265 00.0% — 不变
BMO BANK MONTREAL MEDIUM $41.56万0.02%2,352 1989.2% $3.50万 加仓
SUSB ISHARES TR $41.54万0.02%16,623 -432-2.5% -$1.08万 减仓
SYK STRYKER CORPORATION $41.54万0.02%1,319 -68-4.9% -$2.14万 减仓
EEM ISHARES TR $41.37万0.02%6,047 -1,356-18.3% -$9.28万 减仓
ADBE ADOBE INC $41.21万0.02%2,010 311.6% $6,356 加仓
CX CEMEX SA EURO MTN BE 144A $41.19万0.02%34,322 1,7715.4% $2.13万 加仓
PDX PIMCO DYNAMIC INCOME STRATEG $41.18万0.02%19,779 00.0% — 不变
PBR PETROLEO BRASILEIRO S A $41.07万0.02%25,414 9263.8% $1.50万 加仓
GSK GSK PLC $40.96万0.02%7,814 1431.9% $7,496 加仓
QXO QXO INC $40.55万0.02%23,465 5192.3% $8,968 加仓
SONY SONY GROUP CORP $40.51万0.02%20,193 -183-0.9% -$3,671 减仓
GEN GEN DIGITAL INC $40.06万0.02%16,094 40.0% $100 加仓
PGR PROGRESSIVE CORP $40.01万0.02%1,831 23014.4% $5.03万 加仓
BN BROOKFIELD CORP $39.59万0.02%9,295 130.1% $554 加仓
XLF SELECT SECTOR SPDR TR $39.52万0.02%7,372 -1,118-13.2% -$5.99万 减仓
BUSE FIRST BUSEY CORP $39.38万0.02%13,350 00.0% — 不变
SHV ISHARES TR $38.78万0.02%3,515 1414.2% $1.56万 加仓
PNC PNC FINL SVCS GROUP INC $38.70万0.02%1,572 1258.6% $3.08万 加仓
FE FIRSTENERGY CORP $38.52万0.02%8,102 260.3% $1,236 加仓
ISRG INTUITIVE SURGICAL INC $38.38万0.02%965 647.1% $2.55万 加仓
IX ORIX CORP $38.31万0.02%10,071 10,071— $38.31万 新建仓
UMBF UMB FINL CORP $38.25万0.02%2,679 00.0% — 不变
MCK MCKESSON CORP $38.13万0.02%505 21674.7% $16.31万 加仓
IBHF ISHARES TR $38.02万0.02%16,788 -1,890-10.1% -$4.28万 减仓
MELI MERCADOLIBRE INC $37.85万0.02%223 2814.4% $4.75万 加仓
TT TRANE TECHNOLOGIES PLC $37.77万0.02%769 -67-8.0% -$3.29万 减仓
NSC NORFOLK SOUTHN CORP $37.59万0.02%1,195 544.7% $1.70万 加仓
TDG TRANSDIGM GROUP INC $37.56万0.02%282 -30-9.6% -$4.00万 减仓
NVO NOVO-NORDISK A S $37.37万0.02%7,796 2,21339.6% $10.61万 加仓
DVN DEVON ENERGY CORP NEW $37.27万0.02%9,019 -68-0.7% -$2,810 减仓
VTR VENTAS INC $37.26万0.02%4,196 2265.7% $2.01万 加仓
IWO ISHARES TR $37.07万0.02%941 -10-1.1% -$3,940 减仓
SPOT SPOTIFY TECHNOLOGY S A $36.97万0.02%805 719.7% $3.26万 加仓
HPE HEWLETT PACKARD ENTERPRISE C $36.52万0.02%8,095 -1,238-13.3% -$5.58万 重新持有
IJR ISHARES TR $36.39万0.02%2,453 -7,693-75.8% -$114.12万 减仓
ARGT GLOBAL X FDS $36.33万0.02%3,979 00.0% — 不变
APP APPLOVIN CORP $36.28万0.02%704 7812.5% $4.02万 加仓
HMY HARMONY GOLD MNG LTD $36.28万0.02%23,850 -599-2.4% -$9,111 减仓
RDVY FIRST TR EXCHANGE TRADED FD $36.08万0.02%4,451 -21-0.5% -$1,702 减仓
ZM ZOOM COMMUNICATIONS INC $36.08万0.02%4,180 1,04733.4% $9.04万 加仓
IBN ICICI BANK LIMITED $35.93万0.02%12,376 4,99467.7% $14.50万 重新持有
CBOE CBOE GLOBAL MKTS INC $35.74万0.02%1,473 -8-0.5% -$1,941 减仓
VST VISTRA CORP $35.40万0.02%2,232 34518.3% $5.47万 加仓
LHX L3HARRIS TECHNOLOGIES INC $35.39万0.02%1,218 807.0% $2.32万 加仓
NWG NATWEST GROUP PLC $35.34万0.02%20,044 1,3147.0% $2.32万 加仓
KMI KINDER MORGAN INC DEL $35.18万0.02%11,003 790.7% $2,526 加仓
INVH INVITATION HOMES INC $34.88万0.02%11,547 11,547— $34.88万 新建仓
BSCX INVESCO EXCH TRD SLF IDX FD $34.73万0.02%16,495 16,495— $34.73万 新建仓
JOYY JOYY INC $34.55万0.02%5,236 -492-8.6% -$3.25万 减仓
EMBJ EMBRAER S.A. $34.27万0.02%5,371 -118-2.1% -$7,528 减仓
VMRK EQUITY RESIDENTIAL $34.21万0.02%5,035 1,14329.4% $7.76万 加仓
BNS BANK NOVA SCOTIA B C $34.15万0.02%3,932 49114.3% $4.26万 加仓
RKLB ROCKET LAB CORP $34.09万0.02%3,354 38412.9% $3.90万 重新持有
FIW FIRST TR EXCHANGE-TRADED FD $34.03万0.02%3,108 -3-0.1% -$329 减仓
SAP SAP SE $33.79万0.02%2,193 170.8% $2,619 加仓
IQV IQVIA HLDGS INC $33.41万0.02%1,729 17811.5% $3.44万 加仓
MAA MID-AMER APT CMNTYS INC $33.35万0.02%2,400 90760.8% $12.60万 重新持有
INTU INTUIT $32.90万0.02%1,261 -258-17.0% -$6.73万 减仓
CP CANADIAN PACIFIC KANSAS CITY $32.87万0.02%3,793 72923.8% $6.32万 加仓
GTX GARRETT MOTION INC $32.77万0.02%9,044 9,044— $32.77万 新建仓
SMH VANECK ETF TRUST $32.75万0.02%499 499— $32.75万 新建仓
ZBH ZIMMER BIOMET HOLDINGS INC $32.60万0.02%3,786 2005.6% $1.72万 加仓
EXC EXELON CORP $32.19万0.02%6,906 -786-10.2% -$3.66万 减仓
AOA ISHARES TR $32.00万0.02%3,279 90.3% $878 加仓
HST HOST HOTELS & RESORTS INC $31.89万0.02%13,449 1,49512.5% $3.54万 加仓
WCN WASTE CONNECTIONS INC $31.84万0.02%1,910 1,910— $31.84万 新建仓
NDAQ NASDAQ INC $31.77万0.02%4,031 -189-4.5% -$1.49万 减仓
UDR UDR INC $31.65万0.02%7,928 95413.7% $3.81万 加仓
XLRE SELECT SECTOR SPDR TR $31.55万0.02%7,165 -120-1.6% -$5,283 减仓
AME AMETEK INC $31.45万0.02%1,300 171.3% $4,113 加仓
FTS FORTIS INC $31.39万0.02%5,485 61712.7% $3.53万 加仓
TLT ISHARES TR 看跌期权 $31.11万0.02%3,600 3,600— $31.11万 新建仓
GSIE GOLDMAN SACHS ETF TR $31.01万0.02%6,786 63010.2% $2.88万 加仓
— AVALONBAY CMNTYS INC $30.91万0.02%1,638 1,638— $30.91万 新建仓