小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 95
增持 11
减持 3
清仓 41
方向
标的
Δ市值
现股数(环比)
清仓
ISTB
ISHARES TR
-$13.4M
0
-100%
清仓
SCHM
SCHWAB STRATEGIC TR
-$13.4M
0
-100%
清仓
IYR
ISHARES TR
-$12.8M
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。
增持
AAPL
APPLE INC
+$11.4M
93,050
+1122%
清仓
AGG
ISHARES TR
-$10.2M
0
-100%
减持
IJR
ISHARES TR
-$9.9M
2,690
-97%
建仓
SPTS
SPDR SER TR
+$9.7M
328,649
清仓
IWB
ISHARES TR
-$9.2M
0
-100%
清仓
IVV
ISHARES TR
-$9.2M
0
-100%
增持
MSFT
MICROSOFT CORP
+$8.3M
35,406
+1213%
清仓
HYG
ISHARES TR
-$7.9M
0
-100%
清仓
IJH
ISHARES TR
-$7.9M
0
-100%
减持
VNQ
VANGUARD INDEX FDS
-$7.7M
2,528
-97%
清仓
SCHH
SCHWAB STRATEGIC TR
-$7.6M
0
-100%
清仓
GUNR
FLEXSHARES TR
-$7.6M
0
-100%
清仓
DVY
ISHARES TR
-$7.3M
0
-100%
清仓
EMB
ISHARES TR
-$7.1M
0
-100%
清仓
IJJ
ISHARES TR
-$7.0M
0
-100%
建仓
VB
VANGUARD INDEX FDS
+$6.9M
39,052
清仓
IEFA
ISHARES TR
-$5.6M
0
-100%
增持
VO
VANGUARD INDEX FDS
+$5.5M
30,983
+1233%
建仓
SDY
SPDR SER TR
+$5.5M
46,494
清仓
SCHX
SCHWAB STRATEGIC TR
-$5.5M
0
-100%
建仓
JNJ
JOHNSON & JOHNSON
+$5.5M
30,712
清仓
SCZ
ISHARES TR
-$5.4M
0
-100%
清仓
SCHZ
SCHWAB STRATEGIC TR
-$5.3M
0
-100%
建仓
VUG
VANGUARD INDEX FDS
+$5.1M
22,894
清仓
IEMG
ISHARES INC
-$5.0M
0
-100%
清仓
IGOV
ISHARES TR
-$4.6M
0
-100%
清仓
CMF
ISHARES TR
-$4.5M
0
-100%
建仓
—
EXXON MOBIL CORP
+$4.4M
51,541
增持
IGSB
ISHARES TR
+$4.4M
102,792
+547%
清仓
EFG
ISHARES TR
-$4.1M
0
-100%
建仓
EFA
ISHARES TR
+$4.1M
65,967
建仓
HD
HOME DEPOT INC
+$4.1M
15,027
清仓
SCHE
SCHWAB STRATEGIC TR
-$3.7M
0
-100%
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$3.6M
72,690
建仓
CAT
CATERPILLAR INC
+$3.2M
18,100
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$3.0M
71,381
减持
QQQ
INVESCO QQQ TR
-$2.9M
915
-89%
清仓
EEMS
ISHARES INC
-$2.8M
0
-100%
建仓
PG
PROCTER AND GAMBLE CO
+$2.8M
19,540
建仓
MRK
MERCK & CO INC
+$2.7M
29,821
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$2.7M
4,955
建仓
FLRN
SPDR SER TR
+$2.7M
88,611
清仓
SUB
ISHARES TR
-$2.6M
0
-100%
建仓
PEP
PEPSICO INC
+$2.6M
15,732
增持
GOOGL
ALPHABET INC
+$2.6M
1,337
+1127%
清仓
SCHF
SCHWAB STRATEGIC TR
-$2.6M
0
-100%
建仓
WMT
WALMART INC
+$2.4M
19,737
建仓
IWV
ISHARES TR
+$2.4M
10,833
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$2.3M
29,749
清仓
LQD
ISHARES TR
-$2.2M
0
-100%
清仓
IUSG
ISHARES TR
-$2.1M
0
-100%
清仓
IFLN
INVESCO EXCH TRADED FD TR II
-$2.1M
0
-100%
建仓
PFE
PFIZER INC
+$2.1M
39,739
清仓
PCY
INVESCO EXCH TRADED FD TR II
-$2.0M
0
-100%
建仓
QUAL
ISHARES TR
+$2.0M
17,629
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$2.0M
25,453
增持
V
VISA INC
+$1.9M
13,352
+329%
建仓
USMV
ISHARES TR
+$1.9M
27,255
建仓
ABBV
ABBVIE INC
+$1.9M
12,248
建仓
DGRW
WISDOMTREE TR
+$1.9M
32,527
建仓
JPM
JPMORGAN CHASE & CO
+$1.8M
16,384
增持
AMZN
AMAZON COM INC
+$1.8M
28,825
+7486%
建仓
INDB
INDEPENDENT BK CORP MASS
+$1.8M
22,690
建仓
UNH
UNITEDHEALTH GROUP INC
+$1.8M
3,463
建仓
COST
COSTCO WHSL CORP NEW
+$1.7M
3,639
建仓
GLD
SPDR GOLD TR
+$1.7M
10,308
清仓
SCHA
SCHWAB STRATEGIC TR
-$1.7M
0
-100%
建仓
ABT
ABBOTT LABS
+$1.7M
15,404
建仓
VTIP
VANGUARD MALVERN FDS
+$1.7M
33,315
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$1.7M
11,787
建仓
META
META PLATFORMS INC
+$1.6M
10,192
建仓
ITW
ILLINOIS TOOL WKS INC
+$1.6M
8,962
建仓
CVX
CHEVRON CORP NEW
+$1.6M
11,177
建仓
BSV
VANGUARD BD INDEX FDS
+$1.6M
20,826
清仓
IGIB
ISHARES TR
-$1.5M
0
-100%
建仓
MCD
MCDONALDS CORP
+$1.4M
5,868
清仓
PBP
INVESCO EXCHANGE TRADED FD T
-$1.4M
0
-100%
建仓
—
CHUBB LIMITED
+$1.4M
7,067
清仓
MDYV
SPDR SER TR
-$1.3M
0
-100%
建仓
CL
COLGATE PALMOLIVE CO
+$1.3M
15,897
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$1.2M
5,609
建仓
RTX
RAYTHEON TECHNOLOGIES CORP
+$1.2M
12,231
建仓
LLY
LILLY ELI & CO
+$1.2M
3,576
清仓
IEI
ISHARES TR
-$1.1M
0
-100%
建仓
CI
CIGNA CORP NEW
+$1.1M
4,094
建仓
WM
WASTE MGMT INC DEL
+$1.1M
6,953
建仓
INTC
INTEL CORP
+$1.0M
27,999
建仓
CSCO
CISCO SYS INC
+$1.0M
24,452
建仓
TMUS
T-MOBILE US INC
+$1.0M
7,556
建仓
KO
COCA COLA CO
+$1.0M
15,992
建仓
NEE
NEXTERA ENERGY INC
+$1.0M
12,970
建仓
DIS
DISNEY WALT CO
+$996.0K
10,550
建仓
BND
VANGUARD BD INDEX FDS
+$992.0K
13,185
建仓
NKE
NIKE INC
+$990.0K
9,691
建仓
TREX
TREX CO INC
+$936.0K
17,200
建仓
PXH
INVESCO EXCH TRADED FD TR II
+$936.0K
51,525
建仓
TXN
TEXAS INSTRS INC
+$934.0K
6,082
建仓
MRSH
MARSH & MCLENNAN COS INC
+$918.0K
5,911
建仓
EEM
ISHARES TR
+$904.0K
22,553
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$895.0K
6,237
建仓
UNP
UNION PAC CORP
+$881.0K
4,131
建仓
VOO
VANGUARD INDEX FDS
+$866.0K
2,497
清仓
SCHC
SCHWAB STRATEGIC TR
-$866.0K
0
-100%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$863.0K
22,480
+398%
建仓
MMM
3M CO
+$820.0K
6,337
清仓
EAGG
ISHARES TR
-$811.0K
0
-100%
建仓
LOW
LOWES COS INC
+$787.0K
4,507
清仓
IBND
SPDR SER TR
-$770.0K
0
-100%
清仓
SCHW
SCHWAB CHARLES CORP
-$768.0K
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$767.0K
12,244
+44%
清仓
SHM
SPDR SER TR
-$704.0K
0
-100%
建仓
CVS
CVS HEALTH CORP
+$672.0K
7,256
建仓
—
ASTRAZENECA PLC
+$663.0K
10,030
建仓
AMT
AMERICAN TOWER CORP NEW
+$657.0K
2,570
建仓
DHR
DANAHER CORPORATION
+$652.0K
2,571
建仓
HON
HONEYWELL INTL INC
+$649.0K
3,736
建仓
MUB
ISHARES TR
+$649.0K
6,100
建仓
GDX
VANECK ETF TRUST
+$646.0K
23,582
建仓
CMCSA
COMCAST CORP NEW
+$639.0K
16,273
建仓
—
BLACKROCK INC
+$635.0K
1,043
建仓
FTSM
FIRST TR EXCHANGE-TRADED FD
+$629.0K
10,600
建仓
PXF
INVESCO EXCH TRADED FD TR II
+$624.0K
15,666
建仓
XLK
SELECT SECTOR SPDR TR
+$614.0K
4,827
建仓
SHY
ISHARES TR
+$607.0K
7,328
建仓
FDX
FEDEX CORP
+$598.0K
2,638
建仓
STZ
CONSTELLATION BRANDS INC
+$596.0K
2,559
建仓
—
LINDE PLC
+$591.0K
2,056
建仓
EMR
EMERSON ELEC CO
+$586.0K
7,367
建仓
TJX
TJX COS INC NEW
+$573.0K
10,263
建仓
VGIT
VANGUARD SCOTTSDALE FDS
+$572.0K
9,359
清仓
EWX
SPDR INDEX SHS FDS
-$571.0K
0
-100%
清仓
SUSB
ISHARES TR
-$567.0K
0
-100%
建仓
VTI
VANGUARD INDEX FDS
+$565.0K
2,998
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$541.0K
4,030
建仓
TD
TORONTO DOMINION BK ONT
+$526.0K
8,020
建仓
AXP
AMERICAN EXPRESS CO
+$521.0K
3,756
增持
—
ACCENTURE PLC IRELAND
+$513.0K
4,105
+121%
建仓
FSK
FS KKR CAP CORP
+$506.0K
26,040
建仓
TRV
TRAVELERS COMPANIES INC
+$494.0K
2,919
建仓
KKR
KKR & CO INC
+$473.0K
10,210
建仓
MDLZ
MONDELEZ INTL INC
+$466.0K
7,500
建仓
XLV
SELECT SECTOR SPDR TR
+$454.0K
3,542
建仓
MNST
MONSTER BEVERAGE CORP NEW
+$450.0K
4,850
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$447.0K
3,377
+151%
建仓
KMB
KIMBERLY-CLARK CORP
+$446.0K
3,300
建仓
GE
GENERAL ELECTRIC CO
+$441.0K
6,931
建仓
AKAM
AKAMAI TECHNOLOGIES INC
+$429.0K
4,700
