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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

22Q4 调仓2022-09-30 → 2022-12-31 · 共 131 项建仓 11增持 67减持 47清仓 6

方向

标的

Δ市值

现股数(环比)

增持

AAPL APPLE INC

-$2.0M

94,989 +1%

减持

SPTS SPDR SER TR

-$1.1M

119,566 -24%

减持

IGSB ISHARES TR

-$1.0M

70,019 -24%

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

QDF FLEXSHARES TR

+$866.7K

16,477

建仓

SHV ISHARES TR

+$857.0K

7,797

增持

VIG VANGUARD SPECIALIZED FUNDS

+$555.2K

11,526 +43%

增持

SPY SPDR S&P 500 ETF TR

+$537.2K

13,896 +12%

增持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$505.6K

4,887 +44%

增持

AMZN AMAZON COM INC

-$478.4K

29,221 +2%

增持

VTIP VANGUARD MALVERN FDS

+$442.0K

43,524 +31%

增持

XLP SELECT SECTOR SPDR TR

+$432.4K

8,979 +175%

增持

PG PROCTER AND GAMBLE CO

+$395.2K

20,937 +2%

建仓

IWF ISHARES TR

+$374.7K

1,749

减持

— EXXON MOBIL CORP

-$344.4K

48,537 -6%

增持

MRK MERCK & CO INC

+$342.8K

30,886 +1%

增持

MSFT MICROSOFT CORP

+$333.1K

35,581 +1%

减持

BND VANGUARD BD INDEX FDS

-$330.0K

9,897 -33%

增持

VO VANGUARD INDEX FDS

+$329.7K

32,725 +5%

增持

IDXX IDEXX LABS INC

+$318.1K

2,400 +31%

建仓

AXSM AXSOME THERAPEUTICS INC

+$308.5K

4,000

增持

JPM JPMORGAN CHASE & CO

+$298.0K

17,666 +7%

减持

JPST J P MORGAN EXCHANGE TRADED F

-$292.7K

63,720 -8%

增持

NKE NIKE INC

+$287.9K

11,494 +1%

清仓

TOTL SSGA ACTIVE ETF TR

-$286.0K

0 -100%

建仓

— UNILEVER PLC

+$282.4K

5,609

减持

HD HOME DEPOT INC

+$281.5K

15,031 -0%

增持

META META PLATFORMS INC

+$269.9K

9,871 +0%

减持

VUG VANGUARD INDEX FDS

-$263.3K

23,057 -1%

建仓

GPC GENUINE PARTS CO

+$258.5K

1,490

建仓

VTEB VANGUARD MUN BD FDS

+$248.8K

5,028

建仓

NVDA NVIDIA CORPORATION

+$247.1K

1,691

清仓

D DOMINION ENERGY INC

-$226.0K

0 -100%

增持

ACWI ISHARES TR

+$218.8K

7,679 +47%

清仓

XLY SELECT SECTOR SPDR TR

-$215.0K

0 -100%

增持

ABBV ABBVIE INC

+$213.2K

12,550 +1%

清仓

TTD THE TRADE DESK INC

-$213.0K

0 -100%

建仓

VGSH VANGUARD SCOTTSDALE FDS

+$212.3K

3,671

清仓

ZTS ZOETIS INC

-$209.0K

0 -100%

建仓

ICLN ISHARES TR

+$206.4K

10,400

建仓

CAG CONAGRA BRANDS INC

+$204.8K

5,293

增持

USMV ISHARES TR

+$204.0K

32,927 +8%

减持

VB VANGUARD INDEX FDS

-$203.5K

38,899 -0%

减持

EFA ISHARES TR

+$202.6K

58,357 -5%

增持

DIS DISNEY WALT CO

-$191.4K

10,896 +2%

减持

PFE PFIZER INC

+$186.1K

39,795 -0%

增持

XLV SELECT SECTOR SPDR TR

+$182.4K

5,340 +31%

减持

TMO THERMO FISHER SCIENTIFIC INC

+$179.6K

5,053 -0%

增持

VGK VANGUARD INTL EQUITY INDEX F

+$165.3K

12,000 +20%

增持

NEE NEXTERA ENERGY INC

+$160.0K

14,330 +7%

增持

EEMV ISHARES INC

+$157.1K

9,295 +39%

减持

BSV VANGUARD BD INDEX FDS

-$151.6K

21,033 -10%

增持

PXH INVESCO EXCH TRADED FD TR II

+$151.0K

70,430 +2%

增持

QUAL ISHARES TR

+$149.4K

20,756 +5%

增持

DGRW WISDOMTREE TR

+$147.2K

40,874 +5%

减持

VGIT VANGUARD SCOTTSDALE FDS

-$138.0K

4,446 -35%

增持

GOOGL ALPHABET INC

-$133.3K

27,878 +2%

清仓

KIO KKR INCOME OPPORTUNITIES FD

-$117.0K

0 -100%

增持

EMR EMERSON ELEC CO

+$116.3K

7,894 +7%

增持

COST COSTCO WHSL CORP NEW

-$107.6K

3,887 +4%

增持

ITW ILLINOIS TOOL WKS INC

+$107.1K

9,097 +2%

增持

JNJ JOHNSON & JOHNSON

+$105.6K

31,110 +0%

增持

EFAV ISHARES TR

+$103.7K

5,122 +35%

增持

VEU VANGUARD INTL EQUITY INDEX F

+$103.1K

22,220 +1%

增持

VOO VANGUARD INDEX FDS

+$102.9K

3,654 +10%

增持

CSCO CISCO SYS INC

+$98.9K

25,543 +4%

减持

VWO VANGUARD INTL EQUITY INDEX F

+$97.8K

45,019 -4%

增持

PXF INVESCO EXCH TRADED FD TR II

+$97.8K

19,036 +4%

减持

GLD SPDR GOLD TR

+$95.9K

10,286 -5%

减持

VCSH VANGUARD SCOTTSDALE FDS

-$94.6K

26,113 -6%

增持

BMY BRISTOL-MYERS SQUIBB CO

-$93.8K

26,326 +3%

减持

FSK FS KKR CAP CORP

-$82.4K

23,865 -8%

增持

UNH UNITEDHEALTH GROUP INC

-$81.8K

3,486 +0%

增持

AEM AGNICO EAGLE MINES LTD

+$81.7K

9,362 +2%

减持

— ACCENTURE PLC IRELAND

-$80.3K

4,305 -1%

减持

ORLY OREILLY AUTOMOTIVE INC

-$77.2K

354 -21%

减持

VEA VANGUARD TAX-MANAGED FDS

+$76.9K

23,300 -0%

减持

TJX TJX COS INC NEW

+$76.0K

10,792 -1%

增持

XLU SELECT SECTOR SPDR TR

+$75.4K

5,679 +17%

减持

RTX RAYTHEON TECHNOLOGIES CORP

+$71.6K

12,283 -0%

减持

MUB ISHARES TR

-$71.5K

4,980 -15%

减持

KKR KKR & CO INC

-$69.5K

9,210 -10%

减持

INTC INTEL CORP

-$65.8K

28,686 -1%

增持

TMUS T-MOBILE US INC

-$56.5K

8,411 +3%

减持

KO COCA COLA CO

+$53.1K

15,833 -1%

减持

— MEDTRONIC PLC

-$52.5K

4,059 -4%

增持

XLF SELECT SECTOR SPDR TR

+$52.1K

12,020 +14%

减持

SDY SPDR SER TR

+$50.4K

46,794 -1%

增持

— TOTALENERGIES SE

+$48.1K

5,945 +2%

减持

MCK MCKESSON CORP

-$47.9K

1,200 -6%

增持

IEI ISHARES TR

+$40.8K

3,071 +12%

减持

MRSH MARSH & MCLENNAN COS INC

-$38.9K

5,536 -6%

增持

WMT WALMART INC

+$38.1K

20,277 +2%

减持

ISRG INTUITIVE SURGICAL INC

-$37.6K

1,151 -17%

增持

PLD PROLOGIS INC.

+$36.8K

3,076 +10%

减持

MDLZ MONDELEZ INTL INC

+$35.9K

7,801 -1%

减持

— CHUBB LIMITED

+$35.4K

7,332 -0%

增持

ARE ALEXANDRIA REAL ESTATE EQ IN

+$34.4K

1,966 +13%

增持

CTA SIMPLIFY EXCHANGE TRADED FUN

+$34.3K

23,735 +21%

减持

CMCSA COMCAST CORP NEW

+$32.4K

15,282 -3%

增持

PEP PEPSICO INC

+$32.3K

16,137 +2%

减持

V VISA INC

-$26.2K

13,659 -1%

增持

VCIT VANGUARD SCOTTSDALE FDS

+$26.1K

4,181 +6%

增持

LHX L3HARRIS TECHNOLOGIES INC

+$25.3K

1,519 +29%

增持

AWK AMERICAN WTR WKS CO INC NEW

+$25.1K

2,054 +4%

增持

LLY LILLY ELI & CO

+$24.7K

3,673 +1%

增持

STZ CONSTELLATION BRANDS INC

-$23.8K

2,810 +3%

减持

KMB KIMBERLY-CLARK CORP

+$21.4K

3,141 -3%

增持

RSP INVESCO EXCHANGE TRADED FD T

+$19.4K

4,314 +2%

减持

GE GENERAL ELECTRIC CO

+$18.5K

6,653 -4%

减持

BDX BECTON DICKINSON & CO

+$17.8K

1,234 -2%

增持

TD TORONTO DOMINION BK ONT

+$16.1K

8,170 +2%

增持

MMM 3M CO

-$15.5K

6,333 +3%

增持

GOOG ALPHABET INC

-$14.6K

3,757 +2%

增持

MCD MCDONALDS CORP

-$14.5K

6,267 +3%

增持

IWV ISHARES TR

-$13.3K

10,933 +1%

减持

— CHECK POINT SOFTWARE TECH LT

-$13.2K

2,543 -2%

增持

WM WASTE MGMT INC DEL

+$12.5K

7,633 +2%

减持

NVTA INVITAE CORP

-$12.4K

10,000 -17%

增持

VTI VANGUARD INDEX FDS

+$12.0K

3,243 +4%

减持

AXP AMERICAN EXPRESS CO

-$11.6K

3,664 -2%

减持

RSG REPUBLIC SVCS INC

-$11.4K

1,586 -3%

增持

— VERASTEM INC

+$10.9K

52,000 +117%

减持

ADBE ADOBE SYSTEMS INCORPORATED

+$8.3K

732 -2%

增持

QQQ INVESCO QQQ TR

-$8.1K

1,179 +2%

减持

QARP DBX ETF TR

-$8.0K

6,267 -3%

增持

CVX CHEVRON CORP NEW

-$4.5K

10,973 +1%

减持

CI CIGNA CORP NEW

+$3.7K

4,004 -2%

减持

T AT&T INC

-$3.6K

11,593 -3%

增持

CVS CVS HEALTH CORP

-$2.2K

7,606 +1%

减持

LMT LOCKHEED MARTIN CORP

-$1.9K

514 -1%

增持

COP CONOCOPHILLIPS

-$1.3K

2,167 +6%