Aprio Wealth Management, LLC
ATLANTA GA · SEC CIK 0001803519
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| OMC | OMNICOM GROUP INC | $30.79万 | 0.02% | 4,228 | -1,038 | -19.7% | -$7.56万 | 减仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $30.69万 | 0.02% | 3,724 | 308 | 9.0% | $2.54万 | 加仓 |
| NGG | NATIONAL GRID PLC | $30.67万 | 0.02% | 3,701 | 442 | 13.6% | $3.66万 | 加仓 |
| BP | BP PLC | $30.60万 | 0.02% | 8,281 | -1,483 | -15.2% | -$5.48万 | 减仓 |
| CMS | CMS ENERGY CORP | $30.20万 | 0.01% | 3,948 | 461 | 13.2% | $3.53万 | 加仓 |
| CPT | CAMDEN PPTY TR | $30.14万 | 0.01% | 2,633 | 2,633 | — | $30.14万 | 新建仓 |
| GPC | GENUINE PARTS CO | $30.13万 | 0.01% | 2,554 | 6 | 0.2% | $708 | 加仓 |
| SBAC | SBA COMMUNICATIONS CORP | $29.91万 | 0.01% | 1,695 | 295 | 21.1% | $5.21万 | 加仓 |
| MSCI | MSCI INC | $29.84万 | 0.01% | 533 | 19 | 3.7% | $1.06万 | 加仓 |
| BSCY | INVESCO EXCH TRD SLF IDX FD | $29.83万 | 0.01% | 14,435 | 14,435 | — | $29.83万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $29.80万 | 0.01% | 600 | -17 | -2.8% | -$8,444 | 减仓 |
| NTRS | NORTHERN TR CORP | $29.78万 | 0.01% | 1,713 | 80 | 4.9% | $1.39万 | 加仓 |
| CTVA | CORTEVA INC | $29.76万 | 0.01% | 3,514 | -23 | -0.7% | -$1,948 | 减仓 |
| HPQ | HP INC | $29.71万 | 0.01% | 13,539 | 209 | 1.6% | $4,586 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $29.68万 | 0.01% | 4,972 | -3,766 | -43.1% | -$22.48万 | 减仓 |
| IJJ | ISHARES TR | $29.49万 | 0.01% | 1,996 | 1 | 0.1% | $148 | 加仓 |
| TCAL | T ROWE PRICE EXCHANGE-TRADED | $29.26万 | 0.01% | 13,180 | -424 | -3.1% | -$9,413 | 减仓 |
| LRGF | ISHARES TR | $29.18万 | 0.01% | 3,858 | 3,858 | — | $29.18万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $29.08万 | 0.01% | 880 | 16 | 1.9% | $5,288 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $29.08万 | 0.01% | 1,570 | -10 | -0.6% | -$1,852 | 减仓 |
| EXR | EXTRA SPACE STORAGE INC | $28.89万 | 0.01% | 1,988 | 396 | 24.9% | $5.75万 | 加仓 |
| REG | REGENCY CTRS CORP | $28.72万 | 0.01% | 3,601 | 120 | 3.4% | $9,570 | 加仓 |
| APA | APA CORPORATION | $28.69万 | 0.01% | 8,810 | 522 | 6.3% | $1.70万 | 加仓 |
| AOM | ISHARES TR | $28.44万 | 0.01% | 5,700 | 0 | 0.0% | — | 不变 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $28.43万 | 0.01% | 14,560 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $28.33万 | 0.01% | 3,056 | -85 | -2.7% | -$7,880 | 减仓 |
| TMUS | T-MOBILE US INC | $28.29万 | 0.01% | 1,687 | -605 | -26.4% | -$10.15万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $28.29万 | 0.01% | 8,127 | 23 | 0.3% | $801 | 加仓 |
| MET | METLIFE INC | $28.19万 | 0.01% | 3,332 | 230 | 7.4% | $1.95万 | 加仓 |
| USMV | ISHARES TR | $28.18万 | 0.01% | 2,922 | -71 | -2.4% | -$6,848 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $28.15万 | 0.01% | 6,328 | 1 | 0.0% | $44 | 加仓 |
| IWY | ISHARES TR | $28.12万 | 0.01% | 968 | 1 | 0.1% | $290 | 加仓 |
| FAST | FASTENAL CO | $28.06万 | 0.01% | 5,842 | 32 | 0.6% | $1,537 | 加仓 |
| CTAS | CINTAS CORP | $28.04万 | 0.01% | 1,649 | -69 | -4.0% | -$1.17万 | 减仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $27.99万 | 0.01% | 2,797 | 407 | 17.0% | $4.07万 | 加仓 |
| FLEX | FLEX LTD | $27.81万 | 0.01% | 1,716 | 1,716 | — | $27.81万 | 新建仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $27.67万 | 0.01% | 7,004 | 727 | 11.6% | $2.87万 | 加仓 |
| JLL | JONES LANG LASALLE INC | $27.52万 | 0.01% | 888 | 25 | 2.9% | $7,749 | 加仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $27.52万 | 0.01% | 2,843 | 10 | 0.4% | $968 | 加仓 |
| BRX | BRIXMOR PPTY GROUP INC | $27.29万 | 0.01% | 8,656 | 72 | 0.8% | $2,270 | 加仓 |
| CLS | CELESTICA INC | $27.03万 | 0.01% | 741 | 0 | 0.0% | — | 不变 |
| EFXT | ENERFLEX LTD | $27.01万 | 0.01% | 11,019 | -481 | -4.2% | -$1.18万 | 减仓 |
| CME | CME GROUP INC | $26.87万 | 0.01% | 1,217 | -593 | -32.8% | -$13.09万 | 减仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $26.77万 | 0.01% | 2,037 | 336 | 19.8% | $4.42万 | 加仓 |
| ROST | ROSS STORES INC | $26.48万 | 0.01% | 1,244 | 136 | 12.3% | $2.89万 | 加仓 |
| TTE | TOTALENERGIES SE | $26.42万 | 0.01% | 3,398 | -2,115 | -38.4% | -$16.45万 | 减仓 |
| MKL | MARKEL GROUP INC | $26.37万 | 0.01% | 135 | -4 | -2.9% | -$7,812 | 减仓 |
| ADSK | AUTODESK INC | $26.36万 | 0.01% | 1,356 | -473 | -25.9% | -$9.20万 | 减仓 |
| — | TWO HARBORS INVENTMENT CORPO | $26.34万 | 0.01% | 21,224 | 5,914 | 38.6% | $7.34万 | 加仓 |
| IAU | ISHARES GOLD TR | $26.23万 | 0.01% | 3,474 | -140 | -3.9% | -$1.06万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $26.10万 | 0.01% | 675 | 675 | — | $26.10万 | 新建仓 |
| DTE | DTE ENERGY CO | $26.02万 | 0.01% | 1,708 | 58 | 3.5% | $8,837 | 加仓 |
| J | JACOBS SOLUTIONS INC | $26.00万 | 0.01% | 2,063 | -589 | -22.2% | -$7.42万 | 减仓 |
| MEDP | MEDPACE HLDGS INC | $25.90万 | 0.01% | 489 | -165 | -25.2% | -$8.74万 | 减仓 |
| WY | WEYERHAEUSER CO | $25.86万 | 0.01% | 10,804 | 10,804 | — | $25.86万 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO | $25.86万 | 0.01% | 751 | -97 | -11.4% | -$3.34万 | 重新持有 |
| SCCO | SOUTHERN COPPER CORP | $25.81万 | 0.01% | 1,481 | 70 | 5.0% | $1.22万 | 加仓 |
| HR | HEALTHCARE RLTY TR | $25.74万 | 0.01% | 12,763 | -13 | -0.1% | -$262 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $25.71万 | 0.01% | 4,789 | 111 | 2.4% | $5,958 | 加仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $25.60万 | 0.01% | 2,002 | 2,002 | — | $25.60万 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC | $25.55万 | 0.01% | 1,533 | -920 | -37.5% | -$15.33万 | 减仓 |
| CHT | CHUNGHWA TELECOM CO LTD | $25.54万 | 0.01% | 5,770 | 419 | 7.8% | $1.85万 | 加仓 |
| PCAR | PACCAR INC | $25.54万 | 0.01% | 2,126 | 35 | 1.7% | $4,204 | 加仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $25.18万 | 0.01% | 3,401 | 54 | 1.6% | $3,998 | 加仓 |
| EFX | EQUIFAX INC | $25.14万 | 0.01% | 1,584 | -97 | -5.8% | -$1.54万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $24.61万 | 0.01% | 1,329 | -72 | -5.1% | -$1.33万 | 减仓 |
| — | ISHARES TR | $24.49万 | 0.01% | 4,060 | 32 | 0.8% | $1,930 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $24.33万 | 0.01% | 695 | -25 | -3.5% | -$8,752 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $24.32万 | 0.01% | 766 | 766 | — | $24.32万 | 新建仓 |
| FNDE | SCHWAB STRATEGIC TR | $24.15万 | 0.01% | 6,086 | 6,086 | — | $24.15万 | 新建仓 |
| KOF | COCA-COLA FEMSA SAB DE CV | $24.02万 | 0.01% | 2,261 | 2,261 | — | $24.02万 | 新建仓 |
| NXPI | NXP SEMICONDUCTORS N V | $23.83万 | 0.01% | 848 | 848 | — | $23.83万 | 新建仓 |
| COKE | COCA COLA CONS INC | $23.82万 | 0.01% | 1,248 | 69 | 5.9% | $1.32万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $23.79万 | 0.01% | 5,913 | 0 | 0.0% | — | 不变 |
| XHB | SPDR SERIES TRUST | $23.68万 | 0.01% | 2,049 | 49 | 2.5% | $5,662 | 重新持有 |
| MUB | ISHARES TR | $23.62万 | 0.01% | 2,195 | -303 | -12.1% | -$3.26万 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $23.62万 | 0.01% | 5,885 | -919 | -13.5% | -$3.69万 | 减仓 |
| FIX | COMFORT SYS USA INC | $23.59万 | 0.01% | 119 | 119 | — | $23.59万 | 新建仓 |
| XYL | XYLEM INC | $23.54万 | 0.01% | 1,991 | -815 | -29.0% | -$9.64万 | 减仓 |
| EVRG | EVERGY INC | $23.33万 | 0.01% | 2,700 | 1 | 0.0% | $86 | 加仓 |
| IBDS | ISHARES TR | $23.14万 | 0.01% | 9,554 | -22,089 | -69.8% | -$53.50万 | 减仓 |
| IBDR | ISHARES TR | $23.08万 | 0.01% | 9,525 | -20,013 | -67.8% | -$48.49万 | 减仓 |
| WHK | WHITEHAWK MINERALS CORP | $23.00万 | 0.01% | 8,267 | 8,267 | — | $23.00万 | 新建仓 |
| IBDT | ISHARES TR | $22.93万 | 0.01% | 9,080 | -19,075 | -67.7% | -$48.16万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $22.89万 | 0.01% | 2,820 | 163 | 6.1% | $1.32万 | 加仓 |
| IBDU | ISHARES TR | $22.88万 | 0.01% | 9,878 | -20,754 | -67.8% | -$48.07万 | 减仓 |
| IBDV | ISHARES TR | $22.86万 | 0.01% | 10,486 | -22,030 | -67.8% | -$48.03万 | 减仓 |
| SNOW | SNOWFLAKE INC | $22.71万 | 0.01% | 892 | 892 | — | $22.71万 | 新建仓 |
| DFIV | DIMENSIONAL ETF TRUST | $22.61万 | 0.01% | 4,185 | -4,371 | -51.1% | -$23.61万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $22.58万 | 0.01% | 2,041 | 140 | 7.4% | $1.55万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $22.56万 | 0.01% | 4,064 | 150 | 3.8% | $8,325 | 加仓 |
| NVR | NVR INC | $22.49万 | 0.01% | 33 | 33 | — | $22.49万 | 新建仓 |
| HSY | HERSHEY CO | $22.47万 | 0.01% | 1,281 | -83 | -6.1% | -$1.46万 | 减仓 |
| EBAY | EBAY INC. | $22.40万 | 0.01% | 2,004 | 2,004 | — | $22.40万 | 新建仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $22.39万 | 0.01% | 4,648 | 28 | 0.6% | $1,349 | 加仓 |
| CRH | CRH PLC | $22.26万 | 0.01% | 2,081 | 122 | 6.2% | $1.31万 | 加仓 |
| GM | GENERAL MTRS CO | $22.23万 | 0.01% | 2,884 | 73 | 2.6% | $5,626 | 加仓 |
| CPRT | COPART INC | $22.17万 | 0.01% | 7,864 | -995 | -11.2% | -$2.80万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $22.10万 | 0.01% | 1,868 | 186 | 11.1% | $2.20万 | 重新持有 |
| AZO | AUTOZONE INC | $22.05万 | 0.01% | 69 | -5 | -6.8% | -$1.60万 | 减仓 |