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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 140 项
建仓 11
增持 66
减持 56
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$3.3M
95,100
+0%
减持
MSFT
MICROSOFT CORP
+$1.6M
35,197
-1%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$1.5M
32,720
-49%
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
EDV
VANGUARD WORLD FD
+$1.1M
12,347
增持
META
META PLATFORMS INC
+$908.4K
9,891
+0%
增持
VUG
VANGUARD INDEX FDS
+$880.3K
23,228
+1%
建仓
—
LINDE PLC
+$720.9K
2,038
清仓
—
LINDE PLC
-$711.7K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
-$650.4K
31,259
+0%
增持
AMZN
AMAZON COM INC
+$619.5K
29,761
+2%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$594.0K
34,800
+49%
增持
EFAV
ISHARES TR
+$579.9K
13,387
+161%
增持
VO
VANGUARD INDEX FDS
+$512.1K
34,050
+4%
增持
EFA
ISHARES TR
+$449.4K
59,843
+3%
增持
VB
VANGUARD INDEX FDS
+$435.5K
39,961
+3%
减持
GOOGL
ALPHABET INC
+$429.0K
27,848
-0%
减持
HD
HOME DEPOT INC
-$361.9K
14,861
-1%
增持
PXH
INVESCO EXCH TRADED FD TR II
+$310.8K
84,520
+20%
增持
EEM
ISHARES TR
+$306.5K
48,710
+14%
增持
ACWI
ISHARES TR
+$295.7K
10,394
+35%
增持
QUAL
ISHARES TR
+$276.7K
21,296
+3%
减持
SPY
SPDR S&P 500 ETF TR
+$265.7K
13,630
-2%
增持
NVDA
NVIDIA CORPORATION
+$261.5K
1,831
+8%
增持
IDXX
IDEXX LABS INC
+$249.1K
2,456
+2%
建仓
TTD
THE TRADE DESK INC
+$243.6K
4,000
清仓
ADM
ARCHER DANIELS MIDLAND CO
-$230.9K
0
-100%
减持
V
VISA INC
+$219.2K
13,559
-1%
减持
INTC
INTEL CORP
-$218.3K
16,524
-42%
建仓
ROK
ROCKWELL AUTOMATION INC
+$215.1K
733
减持
—
CHUBB LIMITED
-$215.1K
7,222
-2%
建仓
XLI
SELECT SECTOR SPDR TR
+$215.0K
2,125
建仓
QCOM
QUALCOMM INC
+$214.2K
1,679
建仓
SYK
STRYKER CORPORATION
+$212.7K
745
建仓
XLY
SELECT SECTOR SPDR TR
+$209.2K
1,399
减持
SPTS
SPDR SER TR
-$207.8K
111,066
-7%
清仓
CAG
CONAGRA BRANDS INC
-$204.8K
0
-100%
清仓
RSG
REPUBLIC SVCS INC
-$204.6K
0
-100%
减持
CVX
CHEVRON CORP NEW
-$199.3K
10,850
-1%
增持
DGRW
WISDOMTREE TR
+$190.0K
42,624
+4%
减持
ITW
ILLINOIS TOOL WKS INC
+$178.9K
8,967
-1%
增持
UNH
UNITEDHEALTH GROUP INC
-$178.5K
3,533
+1%
增持
GLD
SPDR GOLD TR
+$174.7K
10,477
+2%
增持
DIS
DISNEY WALT CO
+$173.8K
11,190
+3%
增持
CAT
CATERPILLAR INC
-$170.4K
18,128
+1%
增持
FDX
FEDEX CORP
+$161.6K
2,911
+0%
增持
GDX
VANECK ETF TRUST
+$160.2K
30,992
+5%
增持
PXF
INVESCO EXCH TRADED FD TR II
+$152.6K
21,411
+12%
减持
COST
COSTCO WHSL CORP NEW
+$151.9K
3,877
-0%
减持
ABT
ABBOTT LABS
-$142.6K
15,176
-1%
增持
MRK
MERCK & CO INC
-$134.4K
30,947
+0%
增持
IWF
ISHARES TR
+$124.7K
2,044
+17%
增持
WM
WASTE MGMT INC DEL
+$118.2K
8,063
+6%
增持
GE
GENERAL ELECTRIC CO
+$114.4K
7,028
+6%
增持
VOO
VANGUARD INDEX FDS
+$110.0K
3,706
+1%
减持
AKAM
AKAMAI TECHNOLOGIES INC
-$106.5K
3,700
-21%
增持
GOOG
ALPHABET INC
+$105.2K
4,217
+12%
减持
XLK
SELECT SECTOR SPDR TR
+$104.7K
4,473
-2%
增持
XLP
SELECT SECTOR SPDR TR
+$95.6K
10,240
+14%
增持
XLV
SELECT SECTOR SPDR TR
+$95.3K
6,340
+19%
减持
WMT
WALMART INC
+$95.2K
20,144
-1%
建仓
QS
QUANTUMSCAPE CORP
+$94.1K
11,500
减持
HON
HONEYWELL INTL INC
-$88.7K
3,736
-0%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$85.0K
22,425
+1%
增持
USMV
ISHARES TR
+$78.5K
33,717
+2%
减持
MCD
MCDONALDS CORP
+$77.3K
6,183
-1%
增持
LLY
LILLY ELI & CO
-$72.7K
3,701
+1%
减持
QDF
FLEXSHARES TR
-$71.9K
14,594
-11%
减持
EMR
EMERSON ELEC CO
-$71.7K
7,879
-0%
增持
NEE
NEXTERA ENERGY INC
-$68.1K
14,658
+2%
减持
JPM
JPMORGAN CHASE & CO
-$68.1K
17,657
-0%
减持
—
ACCENTURE PLC IRELAND
+$67.4K
4,255
-1%
减持
CTA
SIMPLIFY EXCHANGE TRADED FUN
-$66.5K
23,520
-1%
增持
NKE
NIKE INC
+$65.4K
11,500
+0%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$63.2K
45,001
-0%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$62.2K
26,431
+0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$59.4K
4,931
-2%
减持
CL
COLGATE PALMOLIVE CO
-$58.3K
15,538
-0%
减持
XLF
SELECT SECTOR SPDR TR
-$57.3K
11,004
-8%
建仓
—
STEM INC
+$56.7K
10,000
增持
SDY
SPDR SER TR
-$55.4K
46,876
+0%
增持
TMUS
T-MOBILE US INC
+$53.6K
8,500
+1%
增持
PLD
PROLOGIS INC.
+$49.5K
3,176
+3%
减持
COP
CONOCOPHILLIPS
-$47.5K
2,099
-3%
增持
—
EXXON MOBIL CORP
+$46.2K
49,242
+1%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$45.5K
12,193
-1%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$45.4K
757
+3%
增持
—
UNILEVER PLC
+$45.2K
6,309
+12%
减持
CMCSA
COMCAST CORP NEW
+$43.2K
15,237
-0%
减持
KO
COCA COLA CO
-$41.6K
15,566
-2%
增持
—
BLACKROCK INC
-$39.9K
1,045
+0%
增持
SHY
ISHARES TR
+$39.3K
7,718
+5%
增持
PG
PROCTER AND GAMBLE CO
-$39.3K
21,077
+1%
减持
IGSB
ISHARES TR
-$37.5K
68,279
-2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$34.6K
5,001
+2%
建仓
—
MESOBLAST LTD
+$32.9K
10,000
增持
SBUX
STARBUCKS CORP
+$32.8K
6,535
+0%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$31.7K
1,450
-5%
减持
PEP
PEPSICO INC
-$31.7K
15,818
-2%
增持
MNST
MONSTER BEVERAGE CORP NEW
+$31.5K
9,700
+100%
减持
CSCO
CISCO SYS INC
+$31.5K
23,880
-7%
减持
AMT
AMERICAN TOWER CORP NEW
-$31.4K
2,537
-2%
减持
VTEB
VANGUARD MUN BD FDS
-$31.1K
4,298
-15%
减持
FLRN
SPDR SER TR
-$30.8K
83,911
-1%
增持
STT
STATE STR CORP
+$28.9K
5,279
+10%
减持
UNP
UNION PAC CORP
-$27.8K
4,149
-0%
减持
BDX
BECTON DICKINSON & CO
-$27.6K
1,156
-6%
增持
ENPH
ENPHASE ENERGY INC
-$26.7K
1,293
+15%
减持
ISRG
INTUITIVE SURGICAL INC
-$25.9K
1,094
-5%
增持
BSV
VANGUARD BD INDEX FDS
+$25.6K
21,035
+0%
减持
VTIP
VANGUARD MALVERN FDS
-$25.1K
41,988
-4%
减持
XLU
SELECT SECTOR SPDR TR
-$23.7K
5,564
-2%
增持
SHV
ISHARES TR
+$22.8K
7,962
+2%
增持
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$21.9K
2,106
+7%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$21.4K
4,306
+3%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$21.3K
4,361
+1%
减持
LMT
LOCKHEED MARTIN CORP
-$21.3K
484
-6%
增持
—
VERASTEM INC
+$19.3K
97,000
+87%
增持
AEM
AGNICO EAGLE MINES LTD
+$19.0K
9,922
+6%
清仓
NVTA
INVITAE CORP
-$18.6K
0
-100%
增持
SHEL
SHELL PLC
+$16.9K
5,527
+5%
减持
TJX
TJX COS INC NEW
-$15.7K
10,763
-0%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$12.9K
3,846
+5%
增持
—
SERES THERAPEUTICS INC
+$12.0K
12,000
+20%
减持
ORCL
ORACLE CORP
-$12.0K
2,908
-16%
增持
—
TOTALENERGIES SE
-$11.7K
6,052
+2%
清仓
—
LORDSTOWN MOTORS CORP
-$11.4K
0
-100%
减持
VTI
VANGUARD INDEX FDS
+$11.3K
3,093
-5%
减持
—
MEDTRONIC PLC
+$10.6K
4,044
-0%
减持
EEMV
ISHARES INC
+$10.1K
9,221
-1%
减持
VCSH
VANGUARD SCOTTSDALE FDS
+$7.3K
25,853
-1%
减持
—
CHECK POINT SOFTWARE TECH LT
-$6.5K
2,418
-5%
减持
BND
VANGUARD BD INDEX FDS
+$6.4K
9,717
-2%
增持
STZ
CONSTELLATION BRANDS INC
-$6.1K
2,856
+2%
减持
KMB
KIMBERLY-CLARK CORP
-$6.0K
3,132
-0%
减持
MDLZ
MONDELEZ INTL INC
+$5.5K
7,536
-3%
增持
AWK
AMERICAN WTR WKS CO INC NEW
-$4.9K
2,104
+2%
减持
IEI
ISHARES TR
-$2.8K
2,975
-3%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$2.4K
11,380
-1%
清仓
—
CORBUS PHARMACEUTICALS HLDGS
-$1.7K
0
-100%
增持
ABBV
ABBVIE INC
-$223
12,725
+1%
