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Aprio Wealth Management, LLC · 13F 持仓分析
期权收益计算器 机构排行

Aprio Wealth Management, LLC

No.1738 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$20.24亿
环比变动 Q1 2026
+$1.93亿+10.6%
持仓股票数
635
新买入
55
加仓
335
减仓
224
清仓
33
持股不变
21
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
DDimensional维度·US HIGH PROFITABILITY ETFDUHP
4.85%4.93%$9,825.6万235.5万股$9,029.8万245.6万股-10.2万股-4.15%减仓
DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP
3.81%4.22%$7,721.1万226.3万股$7,722.3万239.7万股-13.4万股-5.60%减仓
CCAPITAL CORE BALANCEDCGBL
3.17%3.59%$6,409.0万168.8万股$6,564.6万190.8万股-21.9万股-11.50%减仓
C资本集团成长ETFCGGR
3.12%3.19%$6,325.4万134.0万股$5,841.0万145.3万股-11.3万股-7.79%减仓
IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC
3.06%2.77%$6,196.7万60.6万股$5,071.4万64.5万股-3.9万股-6.05%减仓
V先锋领航市政债券基金VCRM
2.16%2.59%$4,367.8万57.2万股$4,742.8万63.1万股-5.9万股-9.41%减仓
F第一信托·UST MORNINGSTAR DIVIDEND LEADERS INDEX FUNDTDIV
2.16%1.99%$4,362.8万38.0万股$3,642.5万38.9万股-9,138股-2.35%减仓
PPacer基金信托COWZ
2.06%2.45%$4,172.4万67.1万股$4,486.7万71.7万股-4.6万股-6.47%减仓
A美国世纪ETF信托AVLV
1.9%1.91%$3,843.4万42.1万股$3,496.9万43.4万股-1.2万股-2.87%减仓
CCAPITAL INTL FOCUS EQTCGXU
1.79%2.05%$3,631.2万104.9万股$3,750.7万127.2万股-22.3万股-17.53%减仓
PPIMCO太平洋投资管理ETFPYLD
1.75%1.69%$3,540.9万133.5万股$3,101.9万118.4万股+15.1万股+12.78%加仓
WWisdomTree·FLOATING RATE TREASURY FUNDUSFR
1.68%0.05%$3,407.0万67.7万股$99.3万2.0万股+65.7万股+3,329.07%加仓
苹果AAPL
1.39%1.35%$2,813.4万9.7万股$2,475.8万9.8万股-324股-0.33%减仓
F第一信托交易所交易基金FPX
1.32%1.18%$2,673.7万13.9万股$2,160.5万13.2万股+7,360股+5.57%加仓
IiShares安硕信托IDGT
1.29%1.12%$2,610.7万21.8万股$2,057.7万21.0万股+7,608股+3.62%加仓
J摩根大通交易所交易基金JGRO
1.26%1.51%$2,545.6万25.8万股$2,760.5万32.7万股-6.8万股-20.94%减仓
SSIMPLIFY MBS ETFMTBA
1.18%1.25%$2,380.5万48.5万股$2,291.6万46.3万股+2.2万股+4.70%加仓
SSPDR标普500 ETFSPY
1.17%1.16%$2,368.3万3.2万股$2,127.3万3.3万股-997股-3.05%减仓
C资本集团固定收益ETF信托CGMU
1.14%1.34%$2,298.5万83.7万股$2,460.2万90.6万股-6.9万股-7.66%减仓
AALPS ETF信托AMLP
1.1%1.18%$2,217.7万42.8万股$2,160.7万41.0万股+1.7万股+4.20%加仓
PPROSHARES TRUST BROOKFIELD GLOBAL INFRASTRUCTURE ETFTOLZ
1.09%1.27%$2,208.4万37.3万股$2,318.2万38.6万股-1.4万股-3.59%减仓
英伟达NVDA
1.09%0.97%$2,205.3万11.0万股$1,775.5万10.2万股+8,406股+8.26%加仓
C资本集团固定收益ETF信托CGHM
1.05%0.99%$2,118.2万81.9万股$1,821.1万71.9万股+10.0万股+13.93%加仓
C资本集团固定收益ETF信托CGCB
1%1.37%$2,014.9万77.0万股$2,500.2万95.2万股-18.2万股-19.17%减仓
微软MSFT
0.99%1.12%$1,999.3万5.4万股$2,052.9万5.5万股-1,860股-3.35%减仓
HHarbor Etf Trust Commodity All-Weather StrategyHGER
0.96%1.05%$1,942.0万66.2万股$1,931.3万62.3万股+3.9万股+6.27%加仓
TT. ROWE PRICE CAPITAL APPRECIATION EQUITY ETFTCAF
0.92%0.98%$1,856.3万45.2万股$1,801.2万50.6万股-5.4万股-10.76%减仓
CCAPITAL GROUP FIXED INCOME ETFRFCI
0.91%1.17%$1,850.9万83.0万股$2,145.2万96.0万股-13.0万股-13.52%减仓
EEtfis Ser TR I Reaves Utils ETFUTES
0.9%0.94%$1,830.8万22.4万股$1,719.7万21.5万股+8,749股+4.06%加仓
IiShares安硕信托REZ
0.89%0.94%$1,805.9万19.1万股$1,721.3万20.7万股-1.6万股-7.80%减仓
V先锋领航·SPECIALIZED FUNDSVIG
0.8%1.08%$1,624.1万6.9万股$1,971.9万9.2万股-2.3万股-25.14%减仓
J摩根大通·ULTRA-SHORT INCOME ETFJPST
0.78%0.73%$1,582.0万31.3万股$1,343.3万26.5万股+4.7万股+17.86%加仓
J摩根大通交易所交易基金JPSE
0.76%0.91%$1,548.4万25.7万股$1,660.0万31.7万股-5.9万股-18.71%减仓
亚马逊AMZN
0.73%0.66%$1,468.0万6.2万股$1,201.4万5.8万股+3,904股+6.77%加仓
V先锋领航市政债券基金VTEB
0.72%0.83%$1,456.0万28.8万股$1,528.3万30.6万股-1.8万股-6.03%减仓
FFIDELITY MSCI HEALTH CARE INDEX ETFFHLC
0.71%0.72%$1,442.5万18.7万股$1,310.2万18.6万股+523股+0.28%加仓
谷歌AGOOGL
0.69%0.61%$1,387.0万3.9万股$1,117.3万3.9万股-43股-0.11%减仓
TT ROWE PRICE EXCHANGE-TRADEDTEQI
0.68%0.99%$1,380.5万27.4万股$1,808.2万40.2万股-12.8万股-31.78%减仓
IiShares安硕信托IVV
0.6%0.54%$1,221.1万1.6万股$988.3万1.5万股+1,176股+7.77%加仓
IiShares安硕·GLOBAL INFRASTRUCTURE ETFIGF
0.6%0.51%$1,218.2万18.3万股$938.2万14.0万股+4.3万股+30.63%加仓
I景顺QQQ信托VOO
0.59%0.49%$1,197.4万1.6万股$904.4万1.6万股+591股+3.77%加仓
博通AVGO
0.59%0.52%$1,188.5万3.1万股$955.2万3.1万股+602股+1.95%加仓
S嘉信策略信托SCHC
0.58%0.4%$1,176.4万22.3万股$732.2万15.0万股+7.3万股+48.99%加仓
美光科技MU
0.57%0.18%$1,159.8万1.0万股$325.8万9,643股+405股+4.20%加仓
S嘉信·USSCHX
0.54%0.07%$1,092.5万37.1万股$130.7万5.1万股+32.0万股+628.38%加仓
IiShares安硕信托DGRO
0.52%0.5%$1,054.3万13.9万股$917.9万13.1万股+8,320股+6.36%加仓
AAlphabet Inc Class CGOOG
0.52%0.45%$1,047.4万3.0万股$829.9万2.9万股+711股+2.46%加仓
DDOUBLELINE ETF TRUST DOUBLELINE OPPORTUNISTIC CORE BOND ETFDBND
0.51%0.58%$1,029.0万22.6万股$1,057.1万23.1万股-5,040股-2.18%减仓
伯克希尔哈撒韦BRK.B
0.5%0.51%$1,020.1万2.0万股$937.6万2.0万股+820股+4.19%加仓
麦当劳MCD
0.5%0.76%$1,014.6万3.8万股$1,393.0万4.5万股-7,289股-16.26%减仓

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