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Aries Wealth Management 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Aries Wealth Management
报告期 2026-03-31 · CIK 0001729515
持仓数
234
前50大市值合计
$328.5M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 128 项
建仓 3
增持 86
减持 32
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
EFA
ISHARES TR
+$1.1M
54,429
+37%
减持
SPTS
SPDR SER TR
-$973.0K
407,230
-7%
清仓
—
GENERAL ELECTRIC CO
-$721.0K
0
-100%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
GE
GENERAL ELECTRIC CO
+$689.0K
6,691
增持
JPST
J P MORGAN EXCHANGE-TRADED F
+$608.0K
65,160
+23%
减持
AAPL
APPLE INC
+$400.0K
96,411
-0%
减持
MSFT
MICROSOFT CORP
+$370.0K
36,190
-0%
增持
GOOGL
ALPHABET INC
+$355.0K
1,280
+2%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$321.0K
4,677
+0%
增持
IGSB
ISHARES TR
+$264.0K
105,639
+5%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$249.0K
4,925
+52%
清仓
PSX
PHILLIPS 66
-$240.0K
0
-100%
减持
—
EXXON MOBIL CORP
-$239.0K
53,663
-0%
增持
COST
COSTCO WHSL CORP NEW
+$238.0K
3,525
+4%
清仓
—
NORDSTROM INC
-$237.0K
0
-100%
清仓
EDIT
EDITAS MEDICINE INC
-$227.0K
0
-100%
建仓
CARR
CARRIER GLOBAL CORPORATION
+$211.0K
4,080
清仓
NWN
NORTHWEST NAT HLDG CO
-$210.0K
0
-100%
清仓
CAG
CONAGRA BRANDS INC
-$200.0K
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$188.0K
12,647
+3%
增持
SDY
SPDR SER TR
-$182.0K
43,910
+0%
增持
AMT
AMERICAN TOWER CORP NEW
+$181.0K
2,300
+45%
增持
JPM
JPMORGAN CHASE & CO
+$177.0K
16,956
+1%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$173.0K
23,860
+10%
增持
VO
VANGUARD INDEX FDS
+$172.0K
30,816
+3%
增持
HD
HOME DEPOT INC
+$165.0K
14,898
+1%
增持
FDX
FEDEX CORP
-$159.0K
2,778
+8%
增持
PXF
INVESCO EXCH TRADED FD TR II
+$157.0K
9,141
+62%
减持
MMM
3M CO
-$152.0K
6,237
-1%
增持
ITW
ILLINOIS TOOL WKS INC
-$142.0K
8,972
+1%
增持
PG
PROCTER AND GAMBLE CO
+$135.0K
19,135
+2%
清仓
—
ZYNGA INC
-$128.0K
0
-100%
增持
—
CHUBB LIMITED
+$120.0K
7,584
+1%
增持
PXH
INVESCO EXCH TRADED FD TR II
+$117.0K
17,742
+49%
减持
INTC
INTEL CORP
-$114.0K
30,301
-2%
增持
NEE
NEXTERA ENERGY INC
+$113.0K
10,253
+9%
增持
GLD
SPDR GOLD TR
+$113.0K
6,733
+12%
增持
BIV
VANGUARD BD INDEX FDS
+$110.0K
15,519
+9%
增持
DHR
DANAHER CORPORATION
+$110.0K
2,697
+2%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$105.0K
11,787
-1%
增持
VTIP
VANGUARD MALVERN FDS
+$104.0K
27,900
+7%
增持
—
ACCENTURE PLC IRELAND
+$102.0K
3,783
+1%
增持
WMT
WALMART INC
+$92.0K
18,611
+5%
增持
UNP
UNION PAC CORP
-$89.0K
4,209
+1%
增持
AMZN
AMAZON COM INC
-$89.0K
1,195
+2%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$84.0K
47,831
+5%
增持
XLK
SELECT SECTOR SPDR TR
+$83.0K
3,282
+19%
增持
WM
WASTE MGMT INC DEL
+$81.0K
6,514
+2%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$80.0K
26,172
+7%
增持
V
VISA INC
-$79.0K
12,732
+2%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$78.0K
48,054
+4%
增持
VUG
VANGUARD INDEX FDS
+$76.0K
19,236
+0%
增持
XLC
SELECT SECTOR SPDR TR
+$76.0K
4,391
+29%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$69.0K
5,125
+25%
增持
VTI
VANGUARD INDEX FDS
+$67.0K
2,277
+16%
增持
META
FACEBOOK INC
-$65.0K
10,503
+1%
增持
QARP
DBX ETF TR
+$61.0K
6,883
+29%
减持
MCD
MCDONALDS CORP
+$59.0K
5,838
-0%
增持
STT
STATE STR CORP
+$58.0K
5,244
+12%
减持
HON
HONEYWELL INTL INC
-$57.0K
3,889
-3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$54.0K
3,479
-4%
增持
ABBV
ABBVIE INC
-$53.0K
11,938
+0%
增持
LOW
LOWES COS INC
+$52.0K
4,970
+1%
增持
ALL
ALLSTATE CORP
+$52.0K
2,655
+21%
增持
LLY
LILLY ELI & CO
+$51.0K
3,115
+7%
增持
VB
VANGUARD INDEX FDS
-$51.0K
37,392
+2%
增持
BSV
VANGUARD BD INDEX FDS
+$49.0K
25,783
+3%
增持
CL
COLGATE PALMOLIVE CO
-$48.0K
15,913
+3%
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$46.0K
4,404
+9%
增持
TMUS
T-MOBILE US INC
-$46.0K
6,672
+8%
增持
NKE
NIKE INC
-$46.0K
9,861
+3%
增持
UPS
UNITED PARCEL SERVICE INC
-$41.0K
2,156
+3%
增持
—
BLACKROCK INC
+$40.0K
933
+10%
增持
VLUE
ISHARES TR
-$39.0K
12,729
+1%
增持
GOOG
ALPHABET INC
+$39.0K
183
+2%
减持
MDLZ
MONDELEZ INTL INC
-$36.0K
7,500
-1%
增持
CVX
CHEVRON CORP NEW
-$35.0K
11,536
+0%
减持
MRSH
MARSH & MCLENNAN COS INC
+$35.0K
6,446
-4%
增持
DEO
DIAGEO PLC
+$32.0K
2,049
+8%
增持
JNJ
JOHNSON & JOHNSON
-$32.0K
29,084
+1%
减持
CHD
CHURCH & DWIGHT INC
-$32.0K
3,052
-8%
减持
MNST
MONSTER BEVERAGE CORP NEW
-$30.0K
4,850
-4%
增持
AXP
AMERICAN EXPRESS CO
+$30.0K
3,786
+4%
增持
DIS
DISNEY WALT CO
-$30.0K
8,781
+2%
增持
SBUX
STARBUCKS CORP
+$29.0K
6,019
+6%
减持
HIG
HARTFORD FINL SVCS GROUP INC
+$28.0K
3,513
-1%
增持
—
ASTRAZENECA PLC
+$28.0K
11,471
+4%
减持
T
AT&T INC
-$27.0K
14,282
-1%
减持
PEP
PEPSICO INC
+$27.0K
15,970
-0%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$25.0K
687
-2%
增持
UNH
UNITEDHEALTH GROUP INC
+$25.0K
3,148
+5%
增持
PYPL
PAYPAL HLDGS INC
-$23.0K
1,287
+5%
减持
VZ
VERIZON COMMUNICATIONS INC
-$23.0K
4,498
-5%
增持
TXN
TEXAS INSTRS INC
+$22.0K
6,247
+2%
增持
NVDA
NVIDIA CORPORATION
+$20.0K
2,412
+302%
增持
FLRN
SPDR SER TR
+$19.0K
90,350
+1%
增持
CVS
CVS HEALTH CORP
+$19.0K
6,701
+2%
增持
—
MEDTRONIC PLC
+$19.0K
3,950
+3%
减持
BX
BLACKSTONE INC
+$19.0K
2,000
-9%
减持
ABT
ABBOTT LABS
-$18.0K
15,661
-3%
增持
GDX
VANECK ETF TRUST
-$17.0K
13,790
+11%
增持
USMV
ISHARES TR
+$17.0K
19,650
+1%
增持
TJX
TJX COS INC NEW
+$16.0K
7,399
+6%
增持
QUAL
ISHARES TR
+$16.0K
16,788
+2%
增持
EEM
ISHARES TR
-$15.0K
20,163
+8%
建仓
—
HYZON MOTORS INC
+$15.0K
10,000
减持
KKR
KKR & CO INC
-$15.0K
10,210
-5%
增持
ECL
ECOLAB INC
+$14.0K
1,978
+2%
减持
VOO
VANGUARD INDEX FDS
-$14.0K
2,541
-2%
减持
BND
VANGUARD BD INDEX FDS
-$13.0K
9,966
-1%
减持
XLF
SELECT SECTOR SPDR TR
-$13.0K
12,413
-5%
增持
—
VERASTEM INC
-$13.0K
22,000
+10%
增持
MCK
MCKESSON CORP
+$12.0K
1,287
+1%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$11.0K
7,888
+2%
增持
STZ
CONSTELLATION BRANDS INC
-$10.0K
2,077
+9%
减持
—
TOTALENERGIES SE
+$10.0K
5,676
-2%
减持
SHW
SHERWIN WILLIAMS CO
+$9.0K
1,386
-0%
增持
ROK
ROCKWELL AUTOMATION INC
+$8.0K
733
+1%
减持
KMB
KIMBERLY-CLARK CORP
-$8.0K
3,600
-1%
增持
VEU
VANGUARD INTL EQUITY INDEX F
-$7.0K
13,272
+3%
减持
ZTS
ZOETIS INC
-$7.0K
1,038
-7%
增持
CMCSA
COMCAST CORP NEW
-$6.0K
16,040
+1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$4.0K
5,758
+0%
减持
—
LINDE PLC
+$4.0K
2,126
-1%
增持
KO
COCA COLA CO
+$3.0K
15,104
+3%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
-$2.0K
623
+1%
减持
TOTL
SSGA ACTIVE ETF TR
-$2.0K
7,727
-0%
减持
TRV
TRAVELERS COMPANIES INC
+$2.0K
2,919
-1%
