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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 18
增持 6
减持 12
清仓 114
方向
标的
Δ市值
现股数(环比)
清仓
SPTS
SPDR SER TR
-$98.8M
0
-100%
减持
MSFT
MICROSOFT CORP
-$97.5M
2,696
-99%
减持
AAPL
APPLE INC
-$65.2M
7,612
-98%
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。
清仓
VB
VANGUARD INDEX FDS
-$65.0M
0
-100%
减持
VO
VANGUARD INDEX FDS
-$61.6M
2,324
-99%
清仓
VUG
VANGUARD INDEX FDS
-$51.3M
0
-100%
清仓
HD
HOME DEPOT INC
-$49.9M
0
-100%
减持
IGSB
ISHARES TR
-$47.3M
15,896
-98%
清仓
SDY
SPDR SER TR
-$43.6M
0
-100%
清仓
JNJ
JOHNSON & JOHNSON
-$40.7M
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$39.6M
8,529
-91%
清仓
EFA
ISHARES TR
-$36.2M
0
-100%
清仓
CAT
CATERPILLAR INC
-$30.3M
0
-100%
减持
GOOGL
ALPHABET INC
-$29.5M
109
-99%
清仓
JPST
J P MORGAN EXCHANGE-TRADED F
-$28.4M
0
-100%
清仓
META
META PLATFORMS INC
-$26.9M
0
-100%
清仓
—
EXXON MOBIL CORP
-$25.4M
0
-100%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$25.4M
0
-100%
清仓
PG
PROCTER AND GAMBLE CO
-$25.2M
0
-100%
清仓
IWV
ISHARES TR
-$24.0M
0
-100%
清仓
FLRN
SPDR SER TR
-$23.2M
0
-100%
清仓
WMT
WALMART INC
-$22.6M
0
-100%
清仓
PEP
PEPSICO INC
-$22.6M
0
-100%
清仓
BSV
VANGUARD BD INDEX FDS
-$22.5M
0
-100%
减持
V
VISA INC
-$22.0M
3,114
-97%
清仓
JPM
JPMORGAN CHASE & CO
-$21.3M
0
-100%
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$21.1M
0
-100%
清仓
SPHQ
INVESCO EXCHANGE TRADED FD T
-$20.7M
0
-100%
清仓
QUAL
ISHARES TR
-$19.7M
0
-100%
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$19.6M
0
-100%
清仓
PFE
PFIZER INC
-$18.8M
0
-100%
清仓
TREX
TREX CO INC
-$18.6M
0
-100%
清仓
MRK
MERCK & CO INC
-$18.4M
0
-100%
清仓
ITW
ILLINOIS TOOL WKS INC
-$17.8M
0
-100%
清仓
COST
COSTCO WHSL CORP NEW
-$16.4M
0
-100%
减持
AMZN
AMAZON COM INC
-$15.3M
380
-92%
清仓
INDB
INDEPENDENT BK CORP MASS
-$14.8M
0
-100%
建仓
ISTB
ISHARES TR
+$13.4M
276,882
建仓
SCHM
SCHWAB STRATEGIC TR
+$13.4M
176,820
清仓
NKE
NIKE INC
-$13.3M
0
-100%
清仓
ABBV
ABBVIE INC
-$13.1M
0
-100%
清仓
UNH
UNITEDHEALTH GROUP INC
-$12.9M
0
-100%
建仓
IYR
ISHARES TR
+$12.8M
118,411
清仓
VTIP
VANGUARD MALVERN FDS
-$12.8M
0
-100%
清仓
USMV
ISHARES TR
-$12.8M
0
-100%
清仓
MCD
MCDONALDS CORP
-$12.6M
0
-100%
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$12.6M
0
-100%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$12.4M
0
-100%
清仓
CSCO
CISCO SYS INC
-$12.4M
0
-100%
减持
—
ACCENTURE PLC IRELAND
-$12.2M
1,860
-94%
清仓
INTC
INTEL CORP
-$11.9M
0
-100%
清仓
DIS
DISNEY WALT CO
-$11.7M
0
-100%
清仓
—
CHUBB LIMITED
-$11.4M
0
-100%
清仓
VLUE
ISHARES TR
-$11.3M
0
-100%
清仓
BIV
VANGUARD BD INDEX FDS
-$11.1M
0
-100%
清仓
CL
COLGATE PALMOLIVE CO
-$11.0M
0
-100%
清仓
CVX
CHEVRON CORP NEW
-$10.6M
0
-100%
建仓
AGG
ISHARES TR
+$10.2M
95,600
清仓
GLD
SPDR GOLD TR
-$10.2M
0
-100%
清仓
LOW
LOWES COS INC
-$9.9M
0
-100%
清仓
TXN
TEXAS INSTRS INC
-$9.3M
0
-100%
建仓
IWB
ISHARES TR
+$9.2M
36,887
清仓
WM
WASTE MGMT INC DEL
-$9.1M
0
-100%
清仓
MMM
3M CO
-$9.0M
0
-100%
清仓
VOO
VANGUARD INDEX FDS
-$8.7M
0
-100%
清仓
ABT
ABBOTT LABS
-$8.7M
0
-100%
清仓
UNP
UNION PAC CORP
-$8.5M
0
-100%
清仓
MRSH
MARSH & MCLENNAN COS INC
-$8.3M
0
-100%
清仓
VIG
VANGUARD SPECIALIZED FUNDS
-$8.0M
0
-100%
建仓
HYG
ISHARES TR
+$7.9M
96,336
增持
IJR
ISHARES TR
+$7.7M
94,516
+339%
清仓
NEE
NEXTERA ENERGY INC
-$7.7M
0
-100%
清仓
EEM
ISHARES TR
-$7.7M
0
-100%
建仓
SCHH
SCHWAB STRATEGIC TR
+$7.6M
306,880
建仓
GUNR
FLEXSHARES TR
+$7.6M
161,507
清仓
CI
CIGNA CORP NEW
-$7.5M
0
-100%
增持
IVV
ISHARES TR
+$7.4M
20,213
+454%
清仓
KO
COCA COLA CO
-$7.3M
0
-100%
清仓
LLY
LILLY ELI & CO
-$7.2M
0
-100%
建仓
EMB
ISHARES TR
+$7.1M
72,709
清仓
DHR
DANAHER CORPORATION
-$7.1M
0
-100%
建仓
IJJ
ISHARES TR
+$7.0M
64,270
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$7.0M
0
-100%
清仓
—
BLACKROCK INC
-$6.9M
0
-100%
清仓
BND
VANGUARD BD INDEX FDS
-$6.9M
0
-100%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$6.8M
4,512
-96%
增持
DVY
ISHARES TR
+$6.6M
56,887
+976%
清仓
TMUS
T-MOBILE US INC
-$6.6M
0
-100%
清仓
CMCSA
COMCAST CORP NEW
-$6.5M
0
-100%
清仓
HON
HONEYWELL INTL INC
-$6.5M
0
-100%
增持
IJH
ISHARES TR
+$6.3M
29,361
+412%
清仓
KKR
KKR & CO INC
-$6.1M
0
-100%
清仓
FDX
FEDEX CORP
-$5.8M
0
-100%
清仓
—
LINDE PLC
-$5.8M
0
-100%
清仓
CVS
CVS HEALTH CORP
-$5.7M
0
-100%
清仓
AMT
AMERICAN TOWER CORP NEW
-$5.6M
0
-100%
建仓
IEFA
ISHARES TR
+$5.6M
80,611
增持
VNQ
VANGUARD INDEX FDS
+$5.5M
72,729
+260%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$5.5M
0
-100%
清仓
MUB
ISHARES TR
-$5.5M
0
-100%
清仓
EMR
EMERSON ELEC CO
-$5.5M
0
-100%
建仓
SCHX
SCHWAB STRATEGIC TR
+$5.5M
101,328
减持
SBUX
STARBUCKS CORP
-$5.4M
3,480
-93%
清仓
XLK
SELECT SECTOR SPDR TR
-$5.4M
0
-100%
清仓
IDXX
IDEXX LABS INC
-$5.3M
0
-100%
建仓
SCHZ
SCHWAB STRATEGIC TR
+$5.3M
103,989
清仓
GE
GENERAL ELECTRIC CO
-$5.2M
0
-100%
清仓
XLE
SELECT SECTOR SPDR TR
-$5.2M
0
-100%
清仓
FTSM
FIRST TR EXCHANGE-TRADED FD
-$5.1M
0
-100%
清仓
PXH
INVESCO EXCH TRADED FD TR II
-$5.0M
0
-100%
清仓
SHY
ISHARES TR
-$5.0M
0
-100%
建仓
IEMG
ISHARES INC
+$5.0M
89,809
清仓
VGIT
VANGUARD SCOTTSDALE FDS
-$5.0M
0
-100%
增持
SCZ
ISHARES TR
+$4.8M
80,654
+926%
清仓
TD
TORONTO DOMINION BK ONT
-$4.7M
0
-100%
清仓
VTI
VANGUARD INDEX FDS
-$4.7M
0
-100%
建仓
IGOV
ISHARES TR
+$4.6M
98,930
清仓
AKAM
AKAMAI TECHNOLOGIES INC
-$4.6M
0
-100%
建仓
CMF
ISHARES TR
+$4.5M
77,455
清仓
TJX
TJX COS INC NEW
-$4.4M
0
-100%
清仓
XLF
SELECT SECTOR SPDR TR
-$4.4M
0
-100%
清仓
STZ
CONSTELLATION BRANDS INC
-$4.3M
0
-100%
清仓
RTX
RAYTHEON TECHNOLOGIES CORP
-$4.2M
0
-100%
建仓
EFG
ISHARES TR
+$4.1M
43,096
清仓
GOOG
ALPHABET INC
-$4.1M
0
-100%
清仓
KMB
KIMBERLY-CLARK CORP
-$4.1M
0
-100%
清仓
PXF
INVESCO EXCH TRADED FD TR II
-$4.1M
0
-100%
清仓
VEA
VANGUARD TAX-MANAGED INTL FD
-$4.0M
0
-100%
清仓
ECL
ECOLAB INC
-$4.0M
0
-100%
清仓
PI
IMPINJ INC
-$4.0M
0
-100%
清仓
MDLZ
MONDELEZ INTL INC
-$4.0M
0
-100%
清仓
ISRG
INTUITIVE SURGICAL INC
-$3.9M
0
-100%
清仓
UPS
UNITED PARCEL SERVICE INC
-$3.8M
0
-100%
清仓
SHW
SHERWIN WILLIAMS CO
-$3.8M
0
-100%
建仓
SCHE
SCHWAB STRATEGIC TR
+$3.7M
134,993
清仓
MNST
MONSTER BEVERAGE CORP NEW
-$3.7M
0
-100%
清仓
DEO
DIAGEO PLC
-$3.7M
0
-100%
清仓
FSK
FS KKR CAP CORP
-$3.7M
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$3.7M
1,345
-90%
清仓
—
NXP SEMICONDUCTORS N V
-$3.6M
0
-100%
清仓
DGRW
WISDOMTREE TR
-$3.6M
0
-100%
清仓
GDX
VANECK ETF TRUST
-$3.6M
0
-100%
清仓
STT
STATE STR CORP
-$3.6M
0
-100%
清仓
MA
MASTERCARD INCORPORATED
-$3.5M
0
-100%
清仓
ORLY
OREILLY AUTOMOTIVE INC
-$3.4M
0
-100%
清仓
NVDA
NVIDIA CORPORATION
-$3.3M
0
-100%
清仓
—
MEDTRONIC PLC
-$3.3M
0
-100%
清仓
—
RENAISSANCERE HLDGS LTD
-$3.3M
0
-100%
清仓
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$3.2M
0
-100%
清仓
NUV
NUVEEN MUN VALUE FD INC
-$3.0M
0
-100%
