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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $9,029.81万 | 4.93% | 2,456,423 | -5,982 | -0.2% | -$21.99万 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST | $7,722.25万 | 4.22% | 2,396,727 | 36,266 | 1.5% | $116.85万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $6,564.58万 | 3.59% | 1,907,753 | 97,382 | 5.4% | $335.09万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $5,841.02万 | 3.19% | 1,453,353 | 161,930 | 12.5% | $650.80万 | 加仓 |
| EMXC | ISHARES INC | $5,071.41万 | 2.77% | 644,725 | -20,529 | -3.1% | -$161.48万 | 减仓 |
| VCRM | VANGUARD MUN BD FDS | $4,742.84万 | 2.59% | 631,116 | 52,153 | 9.0% | $391.93万 | 加仓 |
| COWZ | PACER FDS TR | $4,486.70万 | 2.45% | 717,184 | 13,126 | 1.9% | $82.12万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $3,750.73万 | 2.05% | 1,271,865 | 15,880 | 1.3% | $46.83万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $3,642.49万 | 1.99% | 388,906 | 12,296 | 3.3% | $115.16万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $3,496.89万 | 1.91% | 433,804 | 38,709 | 9.8% | $312.03万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $3,327.19万 | 1.82% | 660,550 | 42,759 | 6.9% | $215.38万 | 加仓 |
| PYLD | PIMCO ETF TR | $3,101.86万 | 1.69% | 1,183,917 | 112,014 | 10.5% | $293.48万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $2,760.48万 | 1.51% | 326,607 | 13,376 | 4.3% | $113.05万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $2,500.24万 | 1.37% | 952,111 | -17,567 | -1.8% | -$46.13万 | 减仓 |
| AAPL | APPLE INC | $2,475.76万 | 1.35% | 97,552 | 2,132 | 2.2% | $54.11万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $2,460.19万 | 1.34% | 906,147 | 95,735 | 11.8% | $259.92万 | 加仓 |
| TOLZ | PROSHARES TR | $2,318.22万 | 1.27% | 386,498 | -14,784 | -3.7% | -$88.67万 | 减仓 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $2,291.61万 | 1.25% | 463,325 | 15,954 | 3.6% | $78.91万 | 加仓 |
| AMLP | ALPS ETF TR | $2,160.70万 | 1.18% | 410,468 | 22,928 | 5.9% | $120.69万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $2,160.54万 | 1.18% | 132,078 | 23,002 | 21.1% | $376.27万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $2,145.16万 | 1.17% | 960,231 | 40,253 | 4.4% | $89.93万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,127.27万 | 1.16% | 32,710 | -1,205 | -3.6% | -$78.37万 | 减仓 |
| IDGT | ISHARES TR | $2,057.74万 | 1.12% | 210,424 | 38,935 | 22.7% | $380.75万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,052.93万 | 1.12% | 55,459 | 18,745 | 51.1% | $693.89万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,971.94万 | 1.08% | 91,693 | 90,341 | 6,682.0% | $1,942.87万 | 加仓 |
| HGER | HARBOR ETF TRUST | $1,931.35万 | 1.05% | 622,814 | 24,334 | 4.1% | $75.46万 | 加仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $1,821.07万 | 0.99% | 719,222 | 74,709 | 11.6% | $189.16万 | 加仓 |
| TEQI | T ROWE PRICE ETF INC | $1,808.23万 | 0.99% | 401,681 | 9,456 | 2.4% | $42.57万 | 加仓 |
| TCAF | T ROWE PRICE ETF INC | $1,801.19万 | 0.98% | 506,093 | 31,153 | 6.6% | $110.87万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,775.55万 | 0.97% | 101,809 | 12,647 | 14.2% | $220.56万 | 加仓 |
| REZ | ISHARES TR | $1,721.34万 | 0.94% | 206,867 | 21,251 | 11.4% | $176.83万 | 加仓 |
| UTES | ETFIS SER TR I | $1,719.72万 | 0.94% | 215,234 | 16,439 | 8.3% | $131.35万 | 加仓 |
| JPSE | J P MORGAN EXCHANGE TRADED F | $1,659.98万 | 0.91% | 316,608 | 6,270 | 2.0% | $32.87万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $1,528.28万 | 0.83% | 306,331 | 125,886 | 69.8% | $628.04万 | 加仓 |
| MCD | MCDONALDS CORP | $1,393.04万 | 0.76% | 44,823 | 41,121 | 1,110.8% | $1,277.99万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,343.31万 | 0.73% | 265,425 | 127,642 | 92.6% | $646.00万 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $1,310.16万 | 0.72% | 186,208 | 48,074 | 34.8% | $338.25万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $1,301.85万 | 0.71% | 246,329 | -221,282 | -47.3% | -$1,169.48万 | 减仓 |
| AMZN | AMAZON COM INC | $1,201.44万 | 0.66% | 57,687 | 2,516 | 4.6% | $52.40万 | 加仓 |
| GOOGL | ALPHABET INC | $1,117.30万 | 0.61% | 38,854 | 1,100 | 2.9% | $31.63万 | 加仓 |
| DBND | DOUBLELINE ETF TRUST | $1,057.08万 | 0.58% | 230,753 | 9,135 | 4.1% | $41.85万 | 加仓 |
| — | WISDOMTREE TR | $1,003.65万 | 0.55% | 321,683 | 25,039 | 8.4% | $78.12万 | 加仓 |
| IVV | ISHARES TR | $988.28万 | 0.54% | 15,130 | 2,351 | 18.4% | $153.57万 | 加仓 |
| AVGO | BROADCOM INC | $955.17万 | 0.52% | 30,861 | 3,949 | 14.7% | $122.22万 | 加仓 |
| IGF | ISHARES TR | $938.18万 | 0.51% | 140,026 | 29,000 | 26.1% | $194.30万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $937.62万 | 0.51% | 19,566 | -748 | -3.7% | -$35.85万 | 减仓 |
| DGRO | ISHARES TR | $917.88万 | 0.50% | 130,789 | 6,459 | 5.2% | $45.33万 | 加仓 |
| QQQ | INVESCO QQQ TR | $904.44万 | 0.49% | 15,670 | 640 | 4.3% | $36.94万 | 加仓 |
| MINT | PIMCO ETF TR | $889.00万 | 0.49% | 88,396 | 35,207 | 66.2% | $354.08万 | 加仓 |
| AVSC | AMERICAN CENTY ETF TR | $847.75万 | 0.46% | 136,075 | 6,411 | 4.9% | $39.94万 | 加仓 |
| GOOG | ALPHABET INC | $829.93万 | 0.45% | 28,932 | 208 | 0.7% | $5.97万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $750.04万 | 0.41% | 132,329 | 8,125 | 6.5% | $46.05万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $747.78万 | 0.41% | 25,421 | -288 | -1.1% | -$8.47万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $732.23万 | 0.40% | 149,648 | 63,059 | 72.8% | $308.55万 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $696.21万 | 0.38% | 220,529 | 34,295 | 18.4% | $108.27万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $662.65万 | 0.36% | 155,772 | 6,284 | 4.2% | $26.73万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $661.88万 | 0.36% | 19,585 | 2,802 | 16.7% | $94.69万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $652.52万 | 0.36% | 10,920 | 1,228 | 12.7% | $73.38万 | 加仓 |
| LLY | ELI LILLY & CO | $635.53万 | 0.35% | 6,910 | 3,143 | 83.4% | $289.07万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $633.93万 | 0.35% | 160,773 | -5,775 | -3.5% | -$22.77万 | 减仓 |
| — | EXXON MOBIL CORP | $623.20万 | 0.34% | 36,732 | -144 | -0.4% | -$2.44万 | 减仓 |
| IEFA | ISHARES TR | $618.51万 | 0.34% | 68,321 | -2,807 | -3.9% | -$25.41万 | 减仓 |
| CSCO | CISCO SYS INC | $601.19万 | 0.33% | 77,483 | -938 | -1.2% | -$7.28万 | 减仓 |
| IWD | ISHARES TR | $592.78万 | 0.32% | 27,743 | 1,727 | 6.6% | $36.90万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $591.01万 | 0.32% | 22,965 | -1,869 | -7.5% | -$48.10万 | 减仓 |
| HDEF | DBX ETF TR | $586.06万 | 0.32% | 180,826 | 9,277 | 5.4% | $30.07万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $585.00万 | 0.32% | 150,541 | 11,041 | 7.9% | $42.91万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $579.28万 | 0.32% | 5,814 | 447 | 8.3% | $44.54万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $561.99万 | 0.31% | 63,359 | -7,700 | -10.8% | -$68.30万 | 减仓 |
| CVX | CHEVRON CORPORATION | $550.18万 | 0.30% | 26,591 | 16,570 | 165.4% | $342.84万 | 加仓 |
| WMT | WALMART INC | $547.37万 | 0.30% | 44,043 | 11,059 | 33.5% | $137.44万 | 加仓 |
| META | META PLATFORMS INC | $542.49万 | 0.30% | 9,482 | 107 | 1.1% | $6.12万 | 加仓 |
| IWF | ISHARES TR | $537.37万 | 0.29% | 12,603 | 623 | 5.2% | $26.56万 | 加仓 |
| IJH | ISHARES TR | $533.70万 | 0.29% | 79,031 | -4,864 | -5.8% | -$32.85万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $530.38万 | 0.29% | 21,698 | 6,517 | 42.9% | $159.30万 | 加仓 |
| TUA | SIMPLIFY EXCHANGE TRADED FUN | $491.90万 | 0.27% | 233,128 | -62,507 | -21.1% | -$131.89万 | 减仓 |
| TSLA | TESLA INC | $470.02万 | 0.26% | 12,644 | 232 | 1.9% | $8.62万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $465.75万 | 0.25% | 42,161 | 1,249 | 3.1% | $13.80万 | 加仓 |
| HD | HOME DEPOT INC | $457.03万 | 0.25% | 13,896 | 1,948 | 16.3% | $64.07万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $430.88万 | 0.24% | 6 | -1 | -14.3% | -$71.81万 | 减仓 |
| MRK | MERCK & CO INC | $429.81万 | 0.23% | 35,731 | 996 | 2.9% | $11.98万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $427.42万 | 0.23% | 70,473 | 18,819 | 36.4% | $114.14万 | 加仓 |
| SOXX | ISHARES TR | $422.18万 | 0.23% | 12,846 | 1,782 | 16.1% | $58.57万 | 加仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $394.82万 | 0.22% | 129,450 | 80 | 0.1% | $2,440 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $394.38万 | 0.22% | 102,650 | 49,455 | 93.0% | $190.01万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $392.66万 | 0.21% | 12,240 | -1,269 | -9.4% | -$40.71万 | 减仓 |
| V | VISA INC | $380.34万 | 0.21% | 12,584 | -553 | -4.2% | -$16.71万 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $374.12万 | 0.20% | 62,583 | -3,236 | -4.9% | -$19.34万 | 减仓 |
| KO | COCA COLA CO | $357.16万 | 0.20% | 46,964 | 7,961 | 20.4% | $60.54万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $342.44万 | 0.19% | 144,796 | -3,503 | -2.4% | -$8.28万 | 减仓 |
| VO | VANGUARD INDEX FDS | $339.26万 | 0.19% | 11,813 | 10,675 | 938.0% | $306.58万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $325.79万 | 0.18% | 9,643 | 1,979 | 25.8% | $66.86万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $322.64万 | 0.18% | 16,811 | 1,013 | 6.4% | $19.44万 | 加仓 |
| PFF | ISHARES TR | $307.91万 | 0.17% | 101,554 | 2,522 | 2.5% | $7.65万 | 加仓 |
| GLW | CORNING INC | $302.63万 | 0.17% | 22,257 | 2,257 | 11.3% | $30.69万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $285.20万 | 0.16% | 85,467 | -230 | -0.3% | -$7,675 | 减仓 |
| GLD | SPDR GOLD TR | $274.44万 | 0.15% | 6,378 | -260 | -3.9% | -$11.19万 | 减仓 |
| BAC | BANK AMERICA CORP | $273.30万 | 0.15% | 56,061 | -1,130 | -2.0% | -$5.51万 | 减仓 |
| AVRE | AMERICAN CENTY ETF TR | $266.45万 | 0.15% | 60,530 | -727 | -1.2% | -$3.20万 | 减仓 |
| EYLD | CAMBRIA ETF TR | $265.97万 | 0.15% | 64,229 | 3,714 | 6.1% | $15.38万 | 加仓 |