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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 138 项
建仓 15
增持 83
减持 34
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
SPTS
SPDR SER TR
-$5.2M
156,899
-52%
增持
AAPL
APPLE INC
+$1.7M
93,842
+1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$1.3M
46,731
-35%
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。
减持
—
EXXON MOBIL CORP
+$1.3M
51,418
-0%
减持
MSFT
MICROSOFT CORP
-$893.0K
35,327
-0%
减持
META
META PLATFORMS INC
-$725.0K
9,851
-3%
减持
CAT
CATERPILLAR INC
+$666.0K
18,028
-0%
减持
IGSB
ISHARES TR
-$660.0K
92,454
-10%
建仓
CTA
SIMPLIFY EXCHANGE TRADED FUN
+$583.0K
19,620
增持
EEM
ISHARES TR
+$553.0K
42,628
+89%
建仓
VGK
VANGUARD INTL EQUITY INDEX F
+$500.0K
10,000
增持
VEA
VANGUARD TAX-MANAGED FDS
+$499.0K
23,350
+137%
减持
EFA
ISHARES TR
-$494.0K
61,167
-7%
增持
VB
VANGUARD INDEX FDS
+$466.0K
39,094
+0%
增持
DGRW
WISDOMTREE TR
+$456.0K
38,779
+19%
增持
WMT
WALMART INC
+$437.0K
19,932
+1%
增持
MRK
MERCK & CO INC
+$365.0K
30,477
+2%
减持
CVX
CHEVRON CORP NEW
+$356.0K
10,914
-2%
增持
HD
HOME DEPOT INC
+$345.0K
15,081
+0%
增持
GOOGL
ALPHABET INC
-$321.0K
27,438
+1952%
增持
VOO
VANGUARD INDEX FDS
+$315.0K
3,327
+33%
建仓
IEI
ISHARES TR
+$312.0K
2,751
增持
IDXX
IDEXX LABS INC
+$310.0K
1,837
+84%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$300.0K
8,044
+29%
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$298.0K
3,962
增持
SDY
SPDR SER TR
+$286.0K
47,194
+2%
减持
ITW
ILLINOIS TOOL WKS INC
+$264.0K
8,886
-1%
增持
PEP
PEPSICO INC
+$261.0K
15,880
+1%
建仓
COP
CONOCOPHILLIPS
+$257.0K
2,040
增持
USMV
ISHARES TR
+$256.0K
30,480
+12%
增持
QUAL
ISHARES TR
+$246.0K
19,685
+12%
建仓
ADM
ARCHER DANIELS MIDLAND CO
+$241.0K
2,487
清仓
DLTR
DOLLAR TREE INC
-$238.0K
0
-100%
增持
VO
VANGUARD INDEX FDS
+$237.0K
31,080
+0%
建仓
XLP
SELECT SECTOR SPDR TR
+$237.0K
3,265
增持
V
VISA INC
+$235.0K
13,824
+4%
增持
PFE
PFIZER INC
-$231.0K
39,801
+0%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$228.0K
0
-100%
清仓
SHW
SHERWIN WILLIAMS CO
-$226.0K
0
-100%
增持
JPM
JPMORGAN CHASE & CO
+$226.0K
16,449
+0%
增持
INTC
INTEL CORP
-$223.0K
28,967
+3%
建仓
GS
GOLDMAN SACHS GROUP INC
+$222.0K
644
建仓
EFAV
ISHARES TR
+$222.0K
3,795
清仓
NVDA
NVIDIA CORPORATION
-$217.0K
0
-100%
增持
TMUS
T-MOBILE US INC
+$217.0K
8,141
+8%
增持
MCD
MCDONALDS CORP
+$217.0K
6,110
+4%
建仓
RSG
REPUBLIC SVCS INC
+$216.0K
1,631
建仓
XLY
SELECT SECTOR SPDR TR
+$215.0K
1,492
清仓
QCOM
QUALCOMM INC
-$214.0K
0
-100%
建仓
TTD
THE TRADE DESK INC
+$213.0K
4,000
清仓
NWN
NORTHWEST NAT HLDG CO
-$212.0K
0
-100%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$211.0K
27,809
-7%
增持
TJX
TJX COS INC NEW
+$210.0K
10,857
+6%
建仓
ZTS
ZOETIS INC
+$209.0K
1,388
增持
—
CHUBB LIMITED
+$193.0K
7,362
+4%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$174.0K
6,886
-26%
减持
ABT
ABBOTT LABS
-$161.0K
15,296
-1%
增持
LLY
LILLY ELI & CO
+$160.0K
3,643
+2%
增持
SPY
SPDR S&P 500 ETF TR
+$158.0K
12,370
+1%
增持
PXH
INVESCO EXCH TRADED FD TR II
+$154.0K
68,870
+34%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$154.0K
69,620
-4%
增持
UNH
UNITEDHEALTH GROUP INC
+$151.0K
3,477
+0%
增持
DIS
DISNEY WALT CO
+$142.0K
10,686
+1%
增持
COST
COSTCO WHSL CORP NEW
+$138.0K
3,752
+3%
减持
CMCSA
COMCAST CORP NEW
-$137.0K
15,802
-3%
增持
BSV
VANGUARD BD INDEX FDS
+$136.0K
23,276
+12%
增持
FDX
FEDEX CORP
-$132.0K
2,907
+10%
减持
AMZN
AMAZON COM INC
-$129.0K
28,636
-1%
减持
CL
COLGATE PALMOLIVE CO
-$125.0K
15,560
-2%
减持
ENPH
ENPHASE ENERGY INC
+$123.0K
1,127
-1%
增持
WM
WASTE MGMT INC DEL
+$121.0K
7,482
+8%
增持
AMT
AMERICAN TOWER CORP NEW
-$119.0K
2,595
+1%
增持
HON
HONEYWELL INTL INC
+$115.0K
3,746
+0%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$112.0K
22,045
-2%
减持
FLRN
SPDR SER TR
-$90.0K
85,036
-4%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$89.0K
5,065
+2%
建仓
—
SERES THERAPEUTICS INC
+$89.0K
10,000
增持
XLV
SELECT SECTOR SPDR TR
+$89.0K
4,090
+15%
增持
—
ACCENTURE PLC IRELAND
+$89.0K
4,330
+5%
增持
GLD
SPDR GOLD TR
-$87.0K
10,857
+5%
减持
LOW
LOWES COS INC
+$86.0K
4,479
-1%
减持
—
ASTRAZENECA PLC
-$84.0K
9,846
-2%
增持
NUE
NUCOR CORP
+$82.0K
2,455
+7%
增持
AEM
AGNICO EAGLE MINES LTD
+$82.0K
9,202
+30%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$82.0K
3,403
+1%
增持
STZ
CONSTELLATION BRANDS INC
+$79.0K
2,730
+7%
增持
ACWI
ISHARES TR
+$77.0K
5,233
+23%
增持
CSCO
CISCO SYS INC
+$75.0K
24,618
+1%
增持
VUG
VANGUARD INDEX FDS
+$74.0K
23,244
+2%
增持
PXF
INVESCO EXCH TRADED FD TR II
+$69.0K
18,361
+17%
增持
ISRG
INTUITIVE SURGICAL INC
+$67.0K
1,391
+1%
增持
TXN
TEXAS INSTRS INC
+$67.0K
6,233
+2%
增持
NKE
NIKE INC
+$67.0K
11,404
+18%
增持
XLU
SELECT SECTOR SPDR TR
+$66.0K
4,874
+32%
增持
QQQ
INVESCO QQQ TR
+$66.0K
1,157
+26%
增持
GDX
VANECK ETF TRUST
+$64.0K
29,393
+25%
增持
JNJ
JOHNSON & JOHNSON
-$62.0K
30,985
+1%
增持
ABBV
ABBVIE INC
-$61.0K
12,400
+1%
增持
UNP
UNION PAC CORP
-$60.0K
4,167
+1%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$60.0K
1,181
+24%
减持
XLF
SELECT SECTOR SPDR TR
-$58.0K
10,553
-20%
增持
—
LINDE PLC
+$58.0K
2,182
+6%
增持
EMR
EMERSON ELEC CO
+$56.0K
7,410
+1%
增持
—
CHECK POINT SOFTWARE TECH LT
+$56.0K
2,583
+13%
增持
ORCL
ORACLE CORP
+$53.0K
3,452
+12%
减持
KO
COCA COLA CO
-$52.0K
15,933
-0%
减持
MUB
ISHARES TR
-$52.0K
5,880
-4%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$49.0K
4,230
+5%
增持
BND
VANGUARD BD INDEX FDS
+$49.0K
14,801
+12%
减持
T
AT&T INC
-$46.0K
11,900
-5%
减持
MMM
3M CO
-$45.0K
6,163
-3%
增持
GOOG
ALPHABET INC
-$44.0K
3,677
+1954%
增持
VTI
VANGUARD INDEX FDS
+$43.0K
3,132
+4%
减持
KMB
KIMBERLY-CLARK CORP
-$41.0K
3,251
-1%
增持
CVS
CVS HEALTH CORP
+$39.0K
7,506
+3%
增持
PLD
PROLOGIS INC.
+$36.0K
2,801
+20%
增持
—
TOTALENERGIES SE
+$35.0K
5,855
+8%
增持
LMT
LOCKHEED MARTIN CORP
+$34.0K
517
+2%
减持
TRV
TRAVELERS COMPANIES INC
+$33.0K
2,858
-2%
增持
NEE
NEXTERA ENERGY INC
+$33.0K
13,399
+3%
增持
PG
PROCTER AND GAMBLE CO
-$32.0K
20,625
+6%
减持
AXP
AMERICAN EXPRESS CO
+$32.0K
3,725
-1%
建仓
NVTA
INVITAE CORP
+$31.0K
12,000
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$28.0K
25,665
+1%
减持
XLK
SELECT SECTOR SPDR TR
-$27.0K
4,587
-5%
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$26.0K
1,979
+12%
增持
ARE
ALEXANDRIA REAL ESTATE EQ IN
+$25.0K
1,736
+11%
增持
SHEL
SHELL PLC
+$21.0K
5,287
+1%
减持
HIG
HARTFORD FINL SVCS GROUP INC
+$20.0K
3,456
-2%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$19.0K
747
+25%
增持
MDLZ
MONDELEZ INTL INC
+$18.0K
7,871
+5%
减持
PSX
PHILLIPS 66
+$16.0K
2,403
-16%
增持
UPS
UNITED PARCEL SERVICE INC
-$16.0K
2,296
+5%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
-$8.0K
12,313
+1%
增持
—
MEDTRONIC PLC
+$8.0K
4,219
+5%
增持
BDX
BECTON DICKINSON & CO
-$6.0K
1,254
+3%
减持
MA
MASTERCARD INCORPORATED
+$6.0K
1,196
-3%
增持
EEMV
ISHARES INC
+$2.0K
6,697
+11%
