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CIK: 0001425165
Total reported value
$1.2B
$1.2B
186 檔
32.1%
According to the latest 13F quarterly dataset, Apriem Advisors managed an equity portfolio of $1.2B at the end of Q1 2026, spanning 186 distinct U.S. exchange-listed positions.
In Q1 2026, Apriem Advisors adopted a defensive or profit-taking posture, trimming 71 positions and completely liquidating 18 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 13.78% | +0.03% | -8.66% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 6.57% | -0.45% | -9.50% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.68% | +0.29% | -0.87% | |
| 4 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 5.01% | -0.75% | +5.71% | |
| 5 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 4.36% | +0.59% | +24.53% | |
| 6 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 4.11% | -0.25% | +7.46% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.49% | +0.08% | -0.49% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.29% | +0.24% | +73.26% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.28% | +0.10% | +28.92% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.15% | +0.38% | -1.44% | |
| 11 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 2.44% | +0.48% | -12.54% | |
| 12 | XOM | Exxon Mobil CORP | Stock-Energy | 2.32% | -0.59% | +6.34% | |
| 13 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 2.21% | +0.41% | -36.34% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.88% | +0.08% | -13.90% | |
| 15 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.76% | -0.20% | -6.50% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.56% | +0.06% | -0.69% | |
| 17 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.42% | -1.14% | — | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.25% | +0.01% | -0.36% | |
| 19 | LRCX | Lam Research CORP | Stock-Tech | 1.14% | +0.72% | -39.07% | |
| 20 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.10% | — | -4.05% | |
| 21 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 1.07% | -0.33% | -0.19% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 1.04% | -0.13% | -21.39% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-Other | 1.02% | +0.17% | +190.32% | |
| 24 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.97% | +0.04% | -0.08% | |
| 25 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.97% | -0.10% | -5.33% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.89% | -0.05% | +3.38% | |
| 27 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.86% | -0.04% | -0.63% | |
| 28 | BTC | Grayscale Bitcoin Mini ETF | ETF-Crypto | 0.82% | -0.08% | +96.52% | |
| 29 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.81% | -0.20% | — | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.69% | +0.12% | -0.87% | |
| 31 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.69% | -0.18% | -22.57% | |
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.64% | +0.07% | +0.74% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.63% | +0.04% | -0.35% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.63% | -0.06% | -3.97% | |
| 35 | RMD | Resmed Inc | Stock-Healthcare | 0.62% | -0.23% | -5.55% | |
| 36 | ADSK | Autodesk Inc | Stock-Tech | 0.61% | -0.18% | -3.50% | |
| 37 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.60% | -0.58% | -4.99% | |
| 38 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.47% | +0.62% | — | |
| 39 | CTAS | Cintas CORP | Stock-Industrials | 0.44% | -0.06% | -3.06% | |
| 40 | BA | Boeing Co/the | Stock-Industrials | 0.43% | -0.06% | -0.69% | |
| 41 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.42% | +0.05% | +253.99% | |
| 42 | INTU | Intuit Inc | Stock-Tech | 0.40% | -0.40% | EXIT | |
| 43 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.39% | -0.04% | — | |
| 44 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.36% | -0.05% | — | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.35% | -0.04% | -3.83% | |
| 46 | MMM | 3m Co | Stock-Industrials | 0.35% | +0.01% | — | |
| 47 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.34% | +0.01% | -1.66% | |
| 48 | SLB | Slb LTD | Stock-Energy | 0.34% | -0.13% | -5.39% | |
| 49 | AVGO | Broadcom Inc | Stock-Tech | 0.34% | +0.01% | -21.68% | |
| 50 | KLAC | Kla CORP | Stock-Tech | 0.34% | +0.28% | -3.52% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VWO | Vanguard Ftse Emerging Marke | +1.5% | +73.26% | Add |
| 2 | SCHD | Schwab US Dvd Equity ETF | +1.1% | +28.92% | Add |
| 3 | MGV | Vanguard Mega Cap Value ETF | +1.1% | +24.53% | Add |
| 4 | XOM | Exxon Mobil CORP | +0.8% | +6.34% | Add |
| 5 | VB | Vanguard Small-cap ETF | +0.7% | +190.32% | Add |
| 6 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.4% | +7.46% | Add |
| 7 | VBR | Vanguard Small-cap Value ETF | +0.3% | +253.99% | Add |
| 8 | BTC | Grayscale Bitcoin Mini ETF | +0.3% | +96.52% | Add |
| 9 | AEM | Agnico Eagle Mines LTD | +0.2% | -0.19% | Trim |
| 10 | VEA | Vanguard Ftse Developed ETF | +0.2% | -0.49% | Trim |
| 11 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | +274.54% | Add |
| 12 | VYM | Vanguard High Dvd Yield ETF | +0.2% | +590.41% | Add |
| 13 | MOAT | Vaneck Morningstar Wide Moat | +0.1% | +5.71% | Add |
| 14 | GDXJ | Vaneck Junior Gold Miners | +0.1% | +233.33% | Add |
| 15 | SLB | Slb LTD | +0.1% | -5.39% | Trim |
| 16 | CVX | Chevron CORP | +0.1% | -2.09% | Trim |
| 17 | GDX | Vaneck Gold Miners ETF | +0.1% | — | Unchanged |
| 18 | COST | Costco Wholesale CORP | +0.1% | +6.05% | Add |
| 19 | KLAC | Kla CORP | +0.1% | -3.52% | Trim |
| 20 | JNJ | Johnson & Johnson | +0.1% | +1.36% | Add |
| 21 | GEV | GE Vernova Inc | 0% | -4.94% | Trim |
| 22 | ETN | Eaton Corporation plc | 0% | -0.23% | Trim |
| 23 | VBK | Vanguard Small-cap Grwth ETF | 0% | +20.04% | Add |
| 24 | XLU | St Sr Utl Sl Se Spdr Etf-usd | 0% | — | Unchanged |
| 25 | SCHE | Schwab Emrg Mrkts Eqty ETF | 0% | -0.63% | Trim |
| 26 | MU | Micron Technology Inc | 0% | +57.03% | Add |
| 27 | IGIB | Ishares 5-10y Inv Grade CORP | 0% | +112.18% | Add |
| 28 | PH | Parker Hannifin CORP | 0% | +23.51% | Add |
| 29 | SILJ | Amplify Junior Silver Miners | 0% | — | Unchanged |
| 30 | HON | Honeywell International Inc | 0% | +1.99% | Add |
| 31 | MRK | Merck & Co. Inc. | 0% | +2.03% | Add |
| 32 | ED | Consolidated Edison Inc | 0% | — | Unchanged |
| 33 | T | At&t Inc | 0% | -0.35% | Trim |
| 34 | SRE | Sempra | 0% | — | Unchanged |
| 35 | VTIP | Vanguard Short-term Tips | 0% | +4.68% | Add |
| 36 | PFE | Pfizer Inc | 0% | -3.02% | Trim |
| 37 | SCHV | Schwab US Large-cap Value | 0% | -1.66% | Trim |
| 38 | NVDA | Nvidia CORP | 0% | +3.38% | Add |
| 39 | NOC | Northrop Grumman CORP | 0% | — | Unchanged |
| 40 | PBF | Pbf Energy Inc-class A | 0% | -2.95% | Trim |
| 41 | COHR | Coherent CORP | 0% | — | Unchanged |
| 42 | WMT | Walmart Inc | 0% | +6.76% | Add |
| 43 | SMH | Vaneck Semiconductor ETF | 0% | — | Unchanged |
| 44 | NFLX | Netflix Inc | 0% | +5.26% | Add |
| 45 | NYT | New York Times Co-a | 0% | — | Unchanged |
| 46 | TSM | Taiwan Semiconductor-sp Adr | 0% | +6.43% | Add |
| 47 | PEP | Pepsico Inc | 0% | +6.16% | Add |
| 48 | ASML | ASML Holding N.V. | 0% | +12.24% | Add |
| 49 | CDLR | Cadeler A/s-adr | 0% | — | Unchanged |
| 50 | GLD | Spdr Gold Shares | 0% | -0.38% | Trim |
According to official SEC Form 13F filings, Apriem Advisors reported a total U.S. public equity portfolio value of $1.2B across 186 disclosed positions in Q1 2026.
During Q1 2026, Apriem Advisors's top holdings by market value included SCHX (13.8%)、BND (6.6%)、AAPL (5.7%). The largest single position, SCHX, represented 13.8% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHX, BND, AAPL) accounted for 32.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
SGOV
市值: $14.9M
Top Position Liquidated / Trimmed
PYPL
前期市值: $6.3M
In Q1 2026, Apriem Advisors made 153 total portfolio adjustments, initiating 13 new buys, adding to 51 positions, trimming 71 holdings, and fully liquidating 18 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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