13F 机构持仓

Aprio Wealth Management, LLC

ATLANTA GA · SEC CIK 0001803519

2026Q22026Q1 更早 9 个季度 🔒
$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
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 4.2%
CGBL 3.6%
CGGR 3.2%
EMXC 2.8%
VCRM 2.6%
COWZ 2.5%
CGXU 2.0%
TDIV 2.0%
AVLV 1.9%

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
BSCV INVESCO EXCH TRD SLF IDX FD $19.25万0.01%11,697 400.3% $658 加仓
ERIC TELEFONAKTIEBOLAGET LM ERICS $19.11万0.01%16,955 -66-0.4% -$744 减仓
— TWO HARBORS INVENTMENT CORPO $17.48万0.01%15,310 1,1808.4% $1.35万 加仓
BBD BANCO BRADESCO S A $16.03万0.01%43,926 16,94762.8% $6.19万 加仓
UGP ULTRAPAR PARTICIPACOES SA $15.99万0.01%29,013 1960.7% $1,080 加仓
INFY INFOSYS LTD $15.44万0.01%11,431 -1,297-10.2% -$1.75万 减仓
ABEV AMBEV SA $14.30万0.01%48,982 16,65051.5% $4.86万 重新持有
AXIAY CENTRAIS ELET BRAS SA $13.07万0.01%11,590 11,590— $13.07万 新建仓
HLN HALEON PLC $12.86万0.01%12,851 12,851— $12.86万 新建仓
HIMX HIMAX TECHNOLOGIES INC $9.70万0.01%12,329 -163-1.3% -$1,283 减仓
MDXG MIMEDX GROUP INC $6.77万0.00%17,150 -500-2.8% -$1,975 减仓
— BANCO BRADESCO S A $6.11万0.00%18,573 -542-2.8% -$1,783 减仓
CERS CERUS CORP $2.73万0.00%15,000 00.0% — 不变
VXUS VANGUARD STAR FDS $00.00%0 -16,221-100.0% -$122.37万 清仓
BND VANGUARD BD INDEX FDS $00.00%0 -14,858-100.0% -$114.99万 清仓
AZN ASTRAZENECA PLC $00.00%0 -4,463-100.0% -$82.05万 清仓
HDB HDFC BANK LTD $00.00%0 —— — 申报中断
MBB ISHARES TR $00.00%0 —— — 申报中断
STE STERIS PLC $00.00%0 -1,488-100.0% -$37.72万 清仓
KKR KKR & CO INC $00.00%0 -2,767-100.0% -$35.28万 清仓
VEEV VEEVA SYS INC $00.00%0 -1,441-100.0% -$32.82万 清仓
NKE NIKE INC $00.00%0 -4,718-100.0% -$30.19万 清仓
SHW SHERWIN WILLIAMS CO $00.00%0 —— — 申报中断
PTC PTC INC $00.00%0 -1,574-100.0% -$27.42万 清仓
CSGP COSTAR GROUP INC $00.00%0 -4,068-100.0% -$27.35万 清仓
FICO FAIR ISAAC CORP $00.00%0 -146-100.0% -$24.68万 清仓
BR BROADRIDGE FINL SOLUTIONS IN $00.00%0 -1,105-100.0% -$24.65万 清仓
APO APOLLO GLOBAL MGMT INC $00.00%0 —— — 申报中断
BLDR BUILDERS FIRSTSOURCE INC $00.00%0 -2,294-100.0% -$23.60万 清仓
CEG CONSTELLATION ENERGY CORP $00.00%0 —— — 申报中断
HPE HEWLETT PACKARD ENTERPRISE C $00.00%0 —— — 申报中断
IBN ICICI BANK LIMITED $00.00%0 —— — 申报中断
MAA MID-AMER APT CMNTYS INC $00.00%0 —— — 申报中断
RKLB ROCKET LAB CORP $00.00%0 —— — 申报中断
XHB SPDR SERIES TRUST $00.00%0 —— — 申报中断
MTD METTLER TOLEDO INTERNATIONAL $00.00%0 -146-100.0% -$20.36万 清仓
VCR VANGUARD WORLD FD $00.00%0 —— — 申报中断
— CYBERARK SOFTWARE LTD $00.00%0 -452-100.0% -$20.17万 清仓
NU NU HLDGS LTD $00.00%0 -11,485-100.0% -$19.23万 清仓
— PROSHARES TR II $00.00%0 -10,000-100.0% -$5.34万 清仓
SVA SINOVAC BIOTECH LTD $00.00%0 -439-100.0% -$2,840 清仓