Apriem Advisors 13F 持仓 · 2026年Q2
Apriem Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 182 只证券，申报市值合计 11.55 亿美元。前几大持仓：SCHX（13.81%）、BND（6.12%）、AAPL（5.97%）。本季前 25 大持仓中：增持 14 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | $159.5M | 13.81% | 5.4M | 减持 |
| 2 | BND | VANGUARD BD INDEX FDS | $70.7M | 6.12% | 963,506 | 增持 |
| 3 | AAPL | APPLE INC | $69.0M | 5.97% | 238,452 | 增持 |
| 4 | MGV | VANGUARD WORLD FD | $57.1M | 4.95% | 349,628 | 增持 |
| 5 | MOAT | VANECK ETF TRUST | $49.2M | 4.26% | 473,733 | 减持 |
| 6 | BIL | SPDR SERIES TRUST | $44.6M | 3.86% | 486,811 | 增持 |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | $41.2M | 3.57% | 578,734 | 增持 |
| 8 | GOOGL | ALPHABET INC | $40.7M | 3.53% | 114,007 | 减持 |
| 9 | VWO | VANGUARD INTL EQUITY INDEX F | $40.7M | 3.53% | 682,576 | 增持 |
| 10 | SCHD | SCHWAB STRATEGIC TR | $39.0M | 3.38% | 1.2M | 增持 |
| 11 | QQQM | INVESCO EXCH TRADED FD TR II | $33.8M | 2.92% | 111,422 | 增持 |
| 12 | MGK | VANGUARD WORLD FD | $30.2M | 2.62% | 343,729 | 增持 |
| 13 | AMZN | AMAZON COM INC | $22.6M | 1.96% | 95,024 | 增持 |
| 14 | LRCX | LAM RESEARCH CORP | $21.5M | 1.86% | 49,571 | 减持 |
| 15 | XOM | EXXON MOBIL CORP | $19.9M | 1.73% | 145,798 | 增持 |
| 16 | SPY | STATE STR SPDR S&P 500 ETF T | $18.7M | 1.62% | 25,086 | 减持 |
| 17 | SCHF | SCHWAB STRATEGIC TR | $18.1M | 1.56% | 651,760 | 减持 |
| 18 | JPM | JPMORGAN CHASE & CO | $14.6M | 1.26% | 44,544 | 减持 |
| 19 | VB | VANGUARD INDEX FDS | $13.7M | 1.19% | 45,306 | 增持 |
| 20 | GS | GOLDMAN SACHS GROUP INC | $12.7M | 1.10% | 12,602 | 减持 |
| 21 | GLDM | WORLD GOLD TR | $12.6M | 1.09% | 159,205 | 增持 |
| 22 | SCHB | SCHWAB STRATEGIC TR | $11.7M | 1.01% | 404,758 | 增持 |
| 23 | MSFT | MICROSOFT CORP | $10.5M | 0.91% | 28,101 | 减持 |
| 24 | SCHZ | SCHWAB STRATEGIC TR | $10.0M | 0.87% | 434,154 | 减持 |
| 25 | NVDA | NVIDIA CORPORATION | $9.7M | 0.84% | 48,299 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR