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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 1
增持 149
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP
+$88.1M
292,361
+708%
增持
SPTS
SPDR SER TR
+$86.3M
3,245,680
+697%
增持
VB
VANGUARD INDEX FDS
+$56.8M
287,712
+669%
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。
增持
VO
VANGUARD INDEX FDS
+$54.8M
243,792
+691%
增持
AAPL
APPLE INC
+$52.9M
374,716
+289%
增持
VUG
VANGUARD INDEX FDS
+$45.7M
159,800
+731%
增持
HD
HOME DEPOT INC
+$45.0M
120,213
+707%
增持
IGSB
ISHARES TR
+$42.3M
893,032
+745%
增持
SDY
SPDR SER TR
+$38.4M
337,512
+669%
增持
SPY
SPDR S&P 500 ETF TR
+$38.1M
91,560
+624%
增持
JNJ
JOHNSON & JOHNSON
+$36.0M
238,144
+719%
增持
EFA
ISHARES TR
+$32.0M
460,376
+746%
增持
CAT
CATERPILLAR INC
+$26.7M
146,352
+700%
增持
GOOGL
ALPHABET INC
+$26.4M
10,304
+705%
增持
JPST
J P MORGAN EXCHANGE-TRADED F
+$25.1M
562,080
+763%
增持
META
META PLATFORMS INC
+$23.4M
80,024
+662%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$22.7M
38,040
+713%
增持
PG
PROCTER AND GAMBLE CO
+$22.5M
153,864
+704%
增持
—
EXXON MOBIL CORP
+$22.2M
415,048
+673%
增持
IWV
ISHARES TR
+$21.3M
86,664
+700%
增持
FLRN
SPDR SER TR
+$20.4M
758,000
+739%
增持
BSV
VANGUARD BD INDEX FDS
+$20.4M
278,384
+980%
增持
PEP
PEPSICO INC
+$20.2M
129,992
+714%
增持
WMT
WALMART INC
+$20.0M
156,288
+740%
增持
V
VISA INC
+$19.9M
104,816
+723%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$19.1M
259,176
+986%
增持
JPM
JPMORGAN CHASE & CO
+$18.5M
134,360
+692%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$18.4M
389,936
+711%
增持
QUAL
ISHARES TR
+$17.5M
135,608
+708%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$17.2M
395,688
+727%
增持
PFE
PFIZER INC
+$17.1M
317,912
+700%
增持
TREX
TREX CO INC
+$16.8M
137,600
+700%
增持
MRK
MERCK & CO INC
+$16.1M
239,968
+700%
增持
ITW
ILLINOIS TOOL WKS INC
+$15.9M
72,016
+703%
增持
COST
COSTCO WHSL CORP NEW
+$14.8M
28,912
+720%
增持
INDB
INDEPENDENT BK CORP MASS
+$13.1M
181,520
+700%
增持
AMZN
AMAZON COM INC
+$12.7M
4,972
+316%
增持
NKE
NIKE INC
+$11.8M
79,528
+706%
增持
ABBV
ABBVIE INC
+$11.8M
96,784
+711%
增持
—
ACCENTURE PLC IRELAND
+$11.7M
31,040
+721%
增持
UNH
UNITEDHEALTH GROUP INC
+$11.6M
25,632
+714%
增持
USMV
ISHARES TR
+$11.3M
158,000
+704%
增持
VTIP
VANGUARD MALVERN FDS
+$11.3M
248,800
+792%
增持
MCD
MCDONALDS CORP
+$11.2M
47,024
+705%
增持
CSCO
CISCO SYS INC
+$11.1M
195,616
+720%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$11.0M
94,296
+700%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$10.9M
199,224
+661%
增持
INTC
INTEL CORP
+$10.3M
231,936
+665%
增持
DIS
DISNEY WALT CO
+$10.3M
75,776
+763%
增持
—
CHUBB LIMITED
+$10.1M
58,912
+677%
增持
VLUE
ISHARES TR
+$10.0M
102,984
+709%
增持
CL
COLGATE PALMOLIVE CO
+$9.8M
128,456
+707%
增持
BIV
VANGUARD BD INDEX FDS
+$9.7M
126,392
+714%
增持
CVX
CHEVRON CORP NEW
+$9.5M
90,704
+686%
增持
GLD
SPDR GOLD TR
+$9.1M
59,688
+786%
增持
LOW
LOWES COS INC
+$8.9M
38,256
+670%
增持
WM
WASTE MGMT INC DEL
+$8.2M
54,760
+741%
增持
TXN
TEXAS INSTRS INC
+$8.1M
49,336
+690%
增持
MMM
3M CO
+$7.9M
50,696
+713%
增持
VOO
VANGUARD INDEX FDS
+$7.7M
19,976
+686%
增持
UNP
UNION PAC CORP
+$7.7M
33,896
+705%
增持
MRSH
MARSH & MCLENNAN COS INC
+$7.4M
47,928
+644%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$7.1M
46,440
+707%
增持
ABT
ABBOTT LABS
+$6.9M
61,944
+296%
增持
NEE
NEXTERA ENERGY INC
+$6.9M
82,024
+700%
增持
CI
CIGNA CORP NEW
+$6.7M
32,752
+700%
增持
EEM
ISHARES TR
+$6.6M
156,728
+677%
增持
KO
COCA COLA CO
+$6.5M
123,936
+721%
增持
LLY
LILLY ELI & CO
+$6.5M
26,184
+741%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$6.3M
115,984
+774%
增持
DHR
DANAHER CORPORATION
+$6.3M
21,536
+699%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$6.3M
43,000
+773%
增持
—
BLACKROCK INC
+$6.2M
7,584
+713%
增持
BND
VANGUARD BD INDEX FDS
+$6.1M
81,928
+722%
增持
TMUS
T-MOBILE US INC
+$5.8M
57,048
+755%
增持
HON
HONEYWELL INTL INC
+$5.7M
31,128
+700%
增持
CMCSA
COMCAST CORP NEW
+$5.6M
129,440
+707%
增持
KKR
KKR & CO INC
+$5.5M
81,680
+700%
增持
FDX
FEDEX CORP
+$5.2M
22,544
+712%
增持
—
LINDE PLC
+$5.2M
16,688
+685%
增持
CVS
CVS HEALTH CORP
+$5.1M
55,408
+727%
增持
SBUX
STARBUCKS CORP
+$5.0M
48,792
+711%
增持
AMT
AMERICAN TOWER CORP NEW
+$5.0M
19,200
+735%
增持
MUB
ISHARES TR
+$4.9M
47,368
+847%
增持
XLK
SELECT SECTOR SPDR TR
+$4.9M
30,976
+844%
增持
EMR
EMERSON ELEC CO
+$4.8M
58,936
+708%
增持
IDXX
IDEXX LABS INC
+$4.6M
8,000
+700%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$4.6M
74,872
+1361%
增持
PXH
INVESCO EXCH TRADED FD TR II
+$4.6M
229,488
+1193%
增持
XLE
SELECT SECTOR SPDR TR
+$4.6M
94,104
+683%
增持
GE
GENERAL ELECTRIC CO
+$4.5M
55,448
+729%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$4.4M
84,800
+700%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$4.4M
22,436
+300%
增持
SHY
ISHARES TR
+$4.4M
58,624
+700%
增持
TD
TORONTO DOMINION BK ONT
+$4.3M
61,896
+727%
增持
VTI
VANGUARD INDEX FDS
+$4.2M
19,648
+763%
增持
AKAM
AKAMAI TECHNOLOGIES INC
+$4.1M
39,000
+700%
增持
XLF
SELECT SECTOR SPDR TR
+$3.9M
111,464
+798%
增持
TJX
TJX COS INC NEW
+$3.9M
57,408
+676%
增持
STZ
CONSTELLATION BRANDS INC
+$3.8M
17,064
+722%
增持
PXF
INVESCO EXCH TRADED FD TR II
+$3.7M
86,832
+850%
增持
PI
IMPINJ INC
+$3.7M
45,040
+700%
增持
GOOG
ALPHABET INC
+$3.7M
1,432
+683%
建仓
DGRW
WISDOMTREE TR
+$3.6M
55,336
增持
KMB
KIMBERLY-CLARK CORP
+$3.6M
28,800
+700%
增持
ECL
ECOLAB INC
+$3.6M
17,064
+763%
增持
MDLZ
MONDELEZ INTL INC
+$3.5M
60,000
+700%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$3.5M
78,800
+700%
增持
ISRG
INTUITIVE SURGICAL INC
+$3.5M
10,912
+2517%
增持
UPS
UNITED PARCEL SERVICE INC
+$3.4M
17,728
+722%
增持
SHW
SHERWIN WILLIAMS CO
+$3.4M
10,656
+669%
增持
FSK
FS KKR CAP CORP
+$3.3M
176,320
+962%
增持
DEO
DIAGEO PLC
+$3.3M
16,792
+720%
增持
MNST
MONSTER BEVERAGE CORP NEW
+$3.3M
38,800
+700%
增持
—
NXP SEMICONDUCTORS N V
+$3.2M
16,000
+679%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.2M
13,916
+300%
增持
GDX
VANECK ETF TRUST
+$3.2M
112,304
+714%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$3.2M
48,884
+304%
增持
STT
STATE STR CORP
+$3.1M
38,232
+629%
增持
MA
MASTERCARD INCORPORATED
+$3.1M
9,816
+700%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$3.0M
4,784
+596%
增持
—
RENAISSANCERE HLDGS LTD
+$2.9M
19,200
+700%
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$2.9M
36,032
+718%
增持
NVDA
NVIDIA CORPORATION
+$2.8M
11,200
+364%
增持
—
MEDTRONIC PLC
+$2.8M
31,488
+697%
增持
XLC
SELECT SECTOR SPDR TR
+$2.7M
38,848
+785%
增持
TTD
THE TRADE DESK INC
+$2.7M
32,000
+700%
增持
NUV
NUVEEN MUN VALUE FD INC
+$2.6M
292,000
+700%
增持
RPG
INVESCO EXCHANGE TRADED FD T
+$2.5M
13,312
+700%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$2.5M
4,984
+700%
增持
XNTK
SPDR SER TR
+$2.5M
16,800
+700%
增持
TOTL
SSGA ACTIVE ETF TR
+$2.4M
59,016
+664%
增持
HXL
HEXCEL CORP NEW
+$2.4M
54,400
+700%
增持
EEMV
ISHARES INC
+$2.4M
42,728
+700%
增持
XLY
SELECT SECTOR SPDR TR
+$2.3M
12,560
+876%
增持
MCK
MCKESSON CORP
+$2.3M
10,240
+696%
增持
IGM
ISHARES TR
+$2.3M
5,880
+700%
增持
QCOM
QUALCOMM INC
+$2.2M
13,432
+700%
增持
QARP
DBX ETF TR
+$2.2M
56,488
+721%
增持
T
AT&T INC
+$2.2M
103,952
+628%
增持
IJR
ISHARES TR
+$2.2M
21,520
+700%
增持
NFLX
NETFLIX INC
+$2.1M
4,000
+700%
增持
CHD
CHURCH & DWIGHT CO INC
+$2.1M
22,856
+649%
增持
VNQ
VANGUARD INDEX FDS
+$2.1M
20,224
+700%
增持
PAYX
PAYCHEX INC
+$2.0M
16,312
+700%
增持
AXP
AMERICAN EXPRESS CO
+$1.9M
15,544
+311%
增持
ORCL
ORACLE CORP
+$1.9M
24,760
+700%
增持
—
CHECK POINT SOFTWARE TECH LT
+$1.9M
18,400
+700%
增持
—
HORIZON THERAPEUTICS PUB L
+$1.9M
20,000
+700%
增持
BX
BLACKSTONE INC
+$1.8M
16,000
+700%
