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 |
|---|---|---|---|---|---|---|---|---|
| GSEW | GOLDMAN SACHS ETF TR | $28.20万 | 0.02% | 3,330 | 3,330 | — | $28.20万 | 新建仓 |
| REGN | REGENERON PHARMACEUTICALS | $28.15万 | 0.02% | 364 | 91 | 33.3% | $7.04万 | 加仓 |
| NWG | NATWEST GROUP PLC | $27.91万 | 0.02% | 18,730 | -567 | -2.9% | -$8,448 | 减仓 |
| USMV | ISHARES TR | $27.76万 | 0.02% | 2,993 | 2,993 | — | $27.76万 | 新建仓 |
| MSCI | MSCI INC | $27.69万 | 0.02% | 514 | 27 | 5.5% | $1.45万 | 加仓 |
| NGG | NATIONAL GRID PLC | $27.57万 | 0.02% | 3,259 | 3,259 | — | $27.57万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $27.55万 | 0.02% | 617 | 25 | 4.2% | $1.12万 | 加仓 |
| AME | AMETEK INC | $27.50万 | 0.02% | 1,283 | 127 | 11.0% | $2.72万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $27.38万 | 0.01% | 4,213 | -5,310 | -55.8% | -$34.51万 | 重新持有 |
| FTS | FORTIS INC | $27.16万 | 0.01% | 4,868 | 589 | 13.8% | $3.29万 | 加仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $27.09万 | 0.01% | 3,347 | 3,347 | — | $27.09万 | 新建仓 |
| CMS | CMS ENERGY CORP | $27.05万 | 0.01% | 3,487 | 3,487 | — | $27.05万 | 新建仓 |
| AOM | ISHARES TR | $27.00万 | 0.01% | 5,700 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $26.96万 | 0.01% | 5,810 | 150 | 2.7% | $6,960 | 加仓 |
| GPC | GENUINE PARTS CO | $26.95万 | 0.01% | 2,548 | -149 | -5.5% | -$1.58万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $26.75万 | 0.01% | 1,231 | 1,231 | — | $26.75万 | 新建仓 |
| MKL | MARKEL GROUP INC | $26.61万 | 0.01% | 139 | 10 | 7.8% | $1.91万 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $26.55万 | 0.01% | 6,156 | 6,156 | — | $26.55万 | 新建仓 |
| MUB | ISHARES TR | $26.52万 | 0.01% | 2,498 | -273 | -9.9% | -$2.90万 | 减仓 |
| IQV | IQVIA HLDGS INC | $26.45万 | 0.01% | 1,551 | -192 | -11.0% | -$3.27万 | 减仓 |
| IJJ | ISHARES TR | $26.44万 | 0.01% | 1,995 | -10 | -0.5% | -$1,325 | 减仓 |
| REG | REGENCY CTRS CORP | $26.34万 | 0.01% | 3,481 | 709 | 25.6% | $5.36万 | 重新持有 |
| HLT | HILTON WORLDWIDE HLDGS INC | $26.27万 | 0.01% | 864 | 864 | — | $26.27万 | 新建仓 |
| JLL | JONES LANG LASALLE INC | $26.26万 | 0.01% | 863 | 175 | 25.4% | $5.33万 | 加仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $26.16万 | 0.01% | 2,833 | 11 | 0.4% | $1,016 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC | $25.94万 | 0.01% | 2,664 | -383 | -12.6% | -$3.73万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $25.70万 | 0.01% | 1,082 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $25.61万 | 0.01% | 13,330 | 13,330 | — | $25.61万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $25.55万 | 0.01% | 1,580 | -81 | -4.9% | -$1.31万 | 减仓 |
| RMD | RESMED INC | $25.35万 | 0.01% | 1,129 | -65 | -5.4% | -$1.46万 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $25.31万 | 0.01% | 6,804 | 1,106 | 19.4% | $4.11万 | 加仓 |
| EQNR | EQUINOR ASA | $25.22万 | 0.01% | 5,977 | -4,439 | -42.6% | -$18.73万 | 重新持有 |
| ZM | ZOOM COMMUNICATIONS INC | $25.19万 | 0.01% | 3,133 | 3,133 | — | $25.19万 | 新建仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $25.00万 | 0.01% | 1,158 | 1,158 | — | $25.00万 | 新建仓 |
| AZO | AUTOZONE INC | $25.00万 | 0.01% | 74 | -12 | -14.0% | -$4.05万 | 减仓 |
| MCK | MCKESSON CORP | $24.98万 | 0.01% | 289 | 289 | — | $24.98万 | 新建仓 |
| APP | APPLOVIN CORP | $24.92万 | 0.01% | 626 | 139 | 28.5% | $5.53万 | 加仓 |
| RGLD | ROYAL GOLD INC | $24.79万 | 0.01% | 974 | -13 | -1.3% | -$3,309 | 减仓 |
| BRX | BRIXMOR PPTY GROUP INC | $24.72万 | 0.01% | 8,584 | 8,584 | — | $24.72万 | 新建仓 |
| SCHV | SCHWAB STRATEGIC TR | $24.72万 | 0.01% | 8,104 | -445 | -5.2% | -$1.36万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $24.61万 | 0.01% | 2,258 | 2,258 | — | $24.61万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $24.51万 | 0.01% | 5,340 | 184 | 3.6% | $8,444 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $24.50万 | 0.01% | 1,207 | 26 | 2.2% | $5,277 | 加仓 |
| CLX | CLOROX CO DEL | $24.32万 | 0.01% | 2,347 | 105 | 4.7% | $1.09万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $24.31万 | 0.01% | 6,327 | 87 | 1.4% | $3,343 | 加仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $24.30万 | 0.01% | 1,701 | 39 | 2.3% | $5,571 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $24.28万 | 0.01% | 1,411 | 1,411 | — | $24.28万 | 新建仓 |
| PCAR | PACCAR INC | $24.15万 | 0.01% | 2,091 | 147 | 7.6% | $1.70万 | 加仓 |
| DTE | DTE ENERGY CO | $24.13万 | 0.01% | 1,650 | 77 | 4.9% | $1.13万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $24.10万 | 0.01% | 3,064 | -600 | -16.4% | -$4.72万 | 减仓 |
| SBAC | SBA COMMUNICATIONS CORP | $24.10万 | 0.01% | 1,400 | 1,400 | — | $24.10万 | 新建仓 |
| EFXT | ENERFLEX LTD | $24.06万 | 0.01% | 11,500 | -284 | -2.4% | -$5,941 | 减仓 |
| IWY | ISHARES TR | $24.05万 | 0.01% | 967 | 18 | 1.9% | $4,477 | 加仓 |
| ROST | ROSS STORES INC | $24.00万 | 0.01% | 1,108 | 1,108 | — | $24.00万 | 新建仓 |
| CWT | CALIFORNIA WTR SVC GROUP | $23.92万 | 0.01% | 5,275 | 5,275 | — | $23.92万 | 新建仓 |
| BKR | BAKER HUGHES COMPANY | $23.89万 | 0.01% | 3,914 | 3,914 | — | $23.89万 | 新建仓 |
| BNS | BANK NOVA SCOTIA B C | $23.85万 | 0.01% | 3,441 | 208 | 6.4% | $1.44万 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $23.70万 | 0.01% | 3,416 | 3,416 | — | $23.70万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $23.69万 | 0.01% | 1,616 | 1,616 | — | $23.69万 | 新建仓 |
| SPSM | SPDR SERIES TRUST | $23.58万 | 0.01% | 4,880 | 4,880 | — | $23.58万 | 新建仓 |
| UDR | UDR INC | $23.56万 | 0.01% | 6,974 | 6,974 | — | $23.56万 | 新建仓 |
| DFUV | DIMENSIONAL ETF TRUST | $23.52万 | 0.01% | 4,853 | 4,853 | — | $23.52万 | 新建仓 |
| — | ISHARES TR | $23.34万 | 0.01% | 4,028 | 25 | 0.6% | $1,449 | 加仓 |
| UMC | UNITED MICROELECTRONICS CORP | $23.34万 | 0.01% | 25,988 | 2,378 | 10.1% | $2.14万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $23.25万 | 0.01% | 3,016 | 3,016 | — | $23.25万 | 新建仓 |
| VOE | VANGUARD INDEX FDS | $23.18万 | 0.01% | 1,258 | 1,258 | — | $23.18万 | 新建仓 |
| VMRK | EQUITY RESIDENTIAL | $23.02万 | 0.01% | 3,892 | 485 | 14.2% | $2.87万 | 加仓 |
| HST | HOST HOTELS & RESORTS INC | $22.90万 | 0.01% | 11,954 | 11,954 | — | $22.90万 | 新建仓 |
| NTRS | NORTHERN TR CORP | $22.79万 | 0.01% | 1,633 | 1,633 | — | $22.79万 | 新建仓 |
| COKE | COCA COLA CONS INC | $22.61万 | 0.01% | 1,179 | 1,179 | — | $22.61万 | 新建仓 |
| CHT | CHUNGHWA TELECOM CO LTD | $22.60万 | 0.01% | 5,351 | 5,351 | — | $22.60万 | 新建仓 |
| FLGV | FRANKLIN TEMPLETON ETF TR | $22.52万 | 0.01% | 11,025 | 11 | 0.1% | $225 | 加仓 |
| VDE | VANGUARD WORLD FD | $22.13万 | 0.01% | 1,279 | 1,279 | — | $22.13万 | 新建仓 |
| EVRG | EVERGY INC | $22.11万 | 0.01% | 2,699 | 2,699 | — | $22.11万 | 新建仓 |
| CINF | CINCINNATI FINL CORP | $22.04万 | 0.01% | 1,401 | -15 | -1.1% | -$2,360 | 减仓 |
| MET | METLIFE INC | $21.94万 | 0.01% | 3,102 | -1,139 | -26.9% | -$8.06万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $21.93万 | 0.01% | 3,494 | 118 | 3.5% | $7,405 | 加仓 |
| JPEM | J P MORGAN EXCHANGE TRADED F | $21.74万 | 0.01% | 3,500 | 0 | 0.0% | — | 不变 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $21.73万 | 0.01% | 4,620 | 26 | 0.6% | $1,223 | 加仓 |
| HR | HEALTHCARE RLTY TR | $21.71万 | 0.01% | 12,776 | 12,776 | — | $21.71万 | 新建仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $21.67万 | 0.01% | 2,390 | 2,390 | — | $21.67万 | 新建仓 |
| SPYI | NEOS ETF TRUST | $21.57万 | 0.01% | 4,370 | 300 | 7.4% | $1.48万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $21.52万 | 0.01% | 1,901 | 1,901 | — | $21.52万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $21.50万 | 0.01% | 2,657 | 2,657 | — | $21.50万 | 新建仓 |
| VBK | VANGUARD INDEX FDS | $21.46万 | 0.01% | 710 | 710 | — | $21.46万 | 新建仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $21.31万 | 0.01% | 1,748 | 1,748 | — | $21.31万 | 新建仓 |
| STIP | ISHARES TR | $21.30万 | 0.01% | 2,060 | 0 | 0.0% | — | 不变 |
| BINC | BLACKROCK ETF TRUST II | $21.28万 | 0.01% | 4,099 | 4,099 | — | $21.28万 | 新建仓 |
| KR | KROGER CO | $21.27万 | 0.01% | 2,939 | -941 | -24.3% | -$6.81万 | 重新持有 |
| CASY | CASEYS GEN STORES INC | $20.96万 | 0.01% | 288 | 288 | — | $20.96万 | 新建仓 |
| GM | GENERAL MTRS CO | $20.94万 | 0.01% | 2,811 | 2,811 | — | $20.94万 | 新建仓 |
| MSI | MOTOROLA SOLUTIONS INC | $20.90万 | 0.01% | 481 | 481 | — | $20.90万 | 新建仓 |
| EXR | EXTRA SPACE STORAGE INC | $20.88万 | 0.01% | 1,592 | 1,592 | — | $20.88万 | 新建仓 |
| CLS | CELESTICA INC | $20.87万 | 0.01% | 741 | 741 | — | $20.87万 | 新建仓 |
| AVIV | AMERICAN CENTY ETF TR | $20.61万 | 0.01% | 2,755 | 2,755 | — | $20.61万 | 新建仓 |
| CRH | CRH PLC | $20.59万 | 0.01% | 1,959 | 1,959 | — | $20.59万 | 新建仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $20.58万 | 0.01% | 4,372 | 4,372 | — | $20.58万 | 新建仓 |
| NVO | NOVO-NORDISK A S | $20.52万 | 0.01% | 5,583 | 1,867 | 50.2% | $6.86万 | 重新持有 |
| IGIB | ISHARES TR | $20.35万 | 0.01% | 3,824 | 3,824 | — | $20.35万 | 新建仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $20.33万 | 0.01% | 720 | 720 | — | $20.33万 | 新建仓 |