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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 137 项
建仓 13
增持 52
减持 67
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$2.7M
94,865
-0%
减持
MSFT
MICROSOFT CORP
+$1.7M
34,820
-1%
增持
AMZN
AMAZON COM INC
+$812.4K
29,813
+0%
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
VUG
VANGUARD INDEX FDS
+$729.1K
23,053
-1%
减持
META
META PLATFORMS INC
+$638.0K
9,528
-4%
增持
LLY
LILLY ELI & CO
+$467.5K
3,707
+0%
增持
VB
VANGUARD INDEX FDS
+$462.3K
40,411
+1%
减持
GOOGL
ALPHABET INC
+$412.4K
27,578
-1%
增持
QUAL
ISHARES TR
+$356.9K
22,236
+4%
增持
EFAV
ISHARES TR
+$350.1K
18,604
+39%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$330.9K
4,813
-2%
减持
SPY
SPDR S&P 500 ETF TR
+$313.9K
13,296
-2%
减持
VO
VANGUARD INDEX FDS
+$296.3K
33,967
-0%
增持
DGRW
WISDOMTREE TR
+$292.0K
44,242
+4%
增持
JPM
JPMORGAN CHASE & CO
+$269.3K
17,672
+0%
增持
NVDA
NVIDIA CORPORATION
+$268.5K
1,837
+0%
建仓
TSLA
TESLA INC
+$242.7K
927
减持
MRK
MERCK & CO INC
+$237.0K
30,587
-1%
建仓
ULTA
ULTA BEAUTY INC
+$235.3K
500
建仓
ZBH
ZIMMER BIOMET HOLDINGS INC
+$225.0K
1,545
减持
CVS
CVS HEALTH CORP
-$223.6K
4,941
-35%
清仓
T
AT&T INC
-$223.2K
0
-100%
增持
EFA
ISHARES TR
+$222.9K
62,109
+4%
建仓
URI
UNITED RENTALS INC
+$222.7K
500
建仓
XYL
XYLEM INC
+$220.5K
1,958
清仓
VTEB
VANGUARD MUN BD FDS
-$217.7K
0
-100%
建仓
SHW
SHERWIN WILLIAMS CO
+$217.7K
820
清仓
QCOM
QUALCOMM INC
-$214.2K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
+$212.7K
30,557
-2%
建仓
NFLX
NETFLIX INC
+$212.3K
482
建仓
RSG
REPUBLIC SVCS INC
+$210.6K
1,375
清仓
VNQ
VANGUARD INDEX FDS
-$209.9K
0
-100%
减持
HD
HOME DEPOT INC
+$207.6K
14,787
-0%
建仓
ZTS
ZOETIS INC
+$204.6K
1,188
建仓
SCJ
ISHARES INC
+$203.4K
2,975
建仓
MO
ALTRIA GROUP INC
+$202.0K
4,460
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$200.9K
1,777
增持
WMT
WALMART INC
+$199.3K
20,165
+0%
减持
DIS
DISNEY WALT CO
-$198.9K
10,322
-8%
减持
IWV
ISHARES TR
+$195.8K
10,883
-0%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$190.1K
25,674
-3%
增持
GLD
SPDR GOLD TR
+$189.3K
11,830
+13%
减持
BSV
VANGUARD BD INDEX FDS
-$182.0K
18,883
-10%
增持
SHV
ISHARES TR
+$171.4K
9,517
+20%
减持
V
VISA INC
+$159.2K
13,543
-0%
减持
COST
COSTCO WHSL CORP NEW
+$145.9K
3,849
-1%
减持
NKE
NIKE INC
-$145.7K
11,458
-0%
增持
VOO
VANGUARD INDEX FDS
+$136.9K
3,758
+1%
增持
PFE
PFIZER INC
-$124.9K
40,859
+3%
增持
USMV
ISHARES TR
+$124.2K
34,667
+3%
增持
EDV
VANGUARD WORLD FD
+$107.8K
14,077
+14%
增持
—
ACCENTURE PLC IRELAND
+$107.1K
4,288
+1%
减持
BND
VANGUARD BD INDEX FDS
-$97.4K
8,530
-12%
减持
SPTS
SPDR SER TR
-$93.0K
109,533
-1%
减持
IGSB
ISHARES TR
-$92.1K
66,946
-2%
增持
UNH
UNITEDHEALTH GROUP INC
+$91.4K
3,664
+4%
增持
WM
WASTE MGMT INC DEL
+$87.3K
8,090
+0%
增持
IDXX
IDEXX LABS INC
+$81.1K
2,607
+6%
减持
CVX
CHEVRON CORP NEW
-$80.3K
10,740
-1%
减持
TMUS
T-MOBILE US INC
-$79.9K
8,288
-2%
增持
ACWI
ISHARES TR
+$78.0K
10,689
+3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$77.3K
4,755
-5%
减持
NEE
NEXTERA ENERGY INC
-$73.8K
14,233
-3%
增持
VTI
VANGUARD INDEX FDS
+$72.1K
3,193
+3%
减持
VTIP
VANGUARD MALVERN FDS
-$71.5K
40,834
-3%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$71.4K
11,460
-6%
减持
MCD
MCDONALDS CORP
+$66.1K
6,015
-3%
减持
TJX
TJX COS INC NEW
+$65.6K
10,721
-0%
增持
SHY
ISHARES TR
+$60.6K
8,568
+11%
减持
NUV
NUVEEN MUN VALUE FD INC
-$60.6K
30,000
-18%
减持
MDLZ
MONDELEZ INTL INC
-$60.5K
6,374
-15%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$60.2K
5,570
+25%
增持
STZ
CONSTELLATION BRANDS INC
+$60.0K
2,865
+0%
增持
FDX
FEDEX CORP
+$59.5K
2,923
+0%
减持
CSCO
CISCO SYS INC
-$59.3K
22,980
-4%
增持
PXF
INVESCO EXCH TRADED FD TR II
+$57.9K
22,271
+4%
减持
ITW
ILLINOIS TOOL WKS INC
+$54.7K
8,945
-0%
减持
DEO
DIAGEO PLC
-$50.0K
2,045
-8%
增持
EEM
ISHARES TR
+$48.7K
49,819
+2%
减持
PG
PROCTER AND GAMBLE CO
+$48.2K
20,971
-1%
减持
XLK
SELECT SECTOR SPDR TR
+$45.7K
4,148
-7%
减持
MMM
3M CO
-$45.2K
6,199
-2%
减持
IWF
ISHARES TR
+$44.9K
1,978
-3%
减持
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$44.8K
1,936
-8%
减持
—
CHECK POINT SOFTWARE TECH LT
-$44.3K
2,150
-11%
增持
EEMV
ISHARES INC
+$43.8K
9,948
+8%
减持
DHR
DANAHER CORPORATION
-$40.8K
2,530
-2%
增持
SDY
SPDR SER TR
+$40.7K
47,640
+2%
减持
QDF
FLEXSHARES TR
-$40.5K
13,052
-11%
清仓
—
VERASTEM INC
-$40.3K
0
-100%
减持
TXN
TEXAS INSTRS INC
-$38.4K
6,227
-0%
增持
ECL
ECOLAB INC
+$35.0K
1,575
+1%
减持
CMCSA
COMCAST CORP NEW
+$34.6K
14,734
-3%
减持
ISRG
INTUITIVE SURGICAL INC
+$34.1K
917
-16%
减持
XLP
SELECT SECTOR SPDR TR
-$32.5K
9,877
-4%
增持
—
MEDTRONIC PLC
+$32.0K
4,064
+0%
增持
SBUX
STARBUCKS CORP
-$31.4K
6,553
+0%
减持
XNTK
SPDR SER TR
-$31.3K
1,600
-24%
增持
PXH
INVESCO EXCH TRADED FD TR II
+$31.1K
84,920
+0%
增持
—
BLACKROCK INC
+$30.6K
1,056
+1%
增持
XLU
SELECT SECTOR SPDR TR
+$29.7K
6,209
+12%
增持
CL
COLGATE PALMOLIVE CO
+$29.6K
15,541
+0%
增持
—
STEM INC
+$29.1K
15,000
+50%
减持
—
LINDE PLC
-$28.9K
1,816
-11%
增持
COP
CONOCOPHILLIPS
+$28.6K
2,286
+9%
减持
PEP
PEPSICO INC
+$26.7K
15,713
-1%
减持
INTC
INTEL CORP
-$26.7K
15,346
-7%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$24.6K
1,328
-8%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$22.9K
4,368
+0%
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$22.8K
2,319
+10%
增持
AMT
AMERICAN TOWER CORP NEW
-$22.1K
2,559
+1%
建仓
—
FUBOTV INC
+$20.8K
10,000
减持
XLV
SELECT SECTOR SPDR TR
-$18.4K
6,045
-5%
增持
—
SERES THERAPEUTICS INC
+$18.2K
18,000
+50%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$17.4K
561
-26%
减持
BDX
BECTON DICKINSON & CO
+$16.9K
1,148
-1%
增持
GDX
VANECK ETF TRUST
+$16.1K
33,832
+9%
增持
XLI
SELECT SECTOR SPDR TR
+$14.1K
2,135
+0%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$13.2K
10,709
-6%
增持
PSX
PHILLIPS 66
-$13.0K
2,418
+1%
减持
CTA
SIMPLIFY EXCHANGE TRADED FUN
+$12.7K
22,100
-6%
减持
—
CHUBB LIMITED
-$12.7K
7,217
-0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$12.0K
11,637
-1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$11.8K
44,401
-1%
减持
UNP
UNION PAC CORP
+$10.5K
4,132
-0%
减持
FLRN
SPDR SER TR
-$9.9K
82,878
-1%
减持
XLF
SELECT SECTOR SPDR TR
+$7.1K
10,704
-3%
减持
AKAM
AKAMAI TECHNOLOGIES INC
+$6.9K
3,300
-11%
增持
AEM
AGNICO EAGLE MINES LTD
-$6.8K
9,982
+1%
减持
—
UNILEVER PLC
-$5.5K
6,179
-2%
增持
—
FLUENT INC
-$5.3K
44,200
+10%
增持
ICLN
ISHARES TR
+$4.0K
11,400
+10%
增持
ALL
ALLSTATE CORP
-$3.6K
3,305
+1%
减持
SHEL
SHELL PLC
+$2.0K
5,301
-4%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$957
22,020
-2%
增持
LMT
LOCKHEED MARTIN CORP
+$929
499
+3%
增持
VCIT
VANGUARD SCOTTSDALE FDS
-$382
4,366
+1%
