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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 8
增持 101
减持 31
清仓 10
方向
标的
Δ市值
现股数(环比)
清仓
SPTS
SPDR SER TR
-$3.2M
0
-100%
增持
AAPL
APPLE INC
-$1.2M
96,386
+2%
建仓
VTV
VANGUARD INDEX FDS
+$873.7K
6,300
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
—
EXXON MOBIL CORP
+$848.4K
55,749
+13%
增持
CAT
CATERPILLAR INC
+$583.9K
18,628
+3%
增持
ACWI
ISHARES TR
+$543.4K
16,758
+57%
增持
GOOGL
ALPHABET INC
+$542.8K
27,635
+0%
减持
VTIP
VANGUARD MALVERN FDS
-$526.4K
29,935
-27%
减持
EDV
VANGUARD WORLD FD
-$423.3K
12,042
-14%
增持
SPY
SPDR S&P 500 ETF TR
+$420.0K
14,480
+9%
减持
LLY
ELI LILLY & CO
+$410.5K
3,485
-6%
减持
DIS
DISNEY WALT CO
-$387.5K
6,231
-40%
增持
PXH
INVESCO EXCH TRADED FD TR II
+$359.5K
108,274
+28%
增持
UNH
UNITEDHEALTH GROUP INC
+$357.2K
3,937
+7%
增持
META
META PLATFORMS INC
+$356.1K
9,623
+1%
增持
VUG
VANGUARD INDEX FDS
+$348.2K
24,420
+6%
增持
VB
VANGUARD INDEX FDS
-$346.9K
41,075
+2%
增持
PEP
PEPSICO INC
-$319.7K
16,083
+2%
增持
CTA
SIMPLIFY EXCHANGE TRADED FUN
+$297.6K
32,320
+46%
增持
DGRW
WISDOMTREE TR
+$287.8K
50,069
+13%
增持
JPM
JPMORGAN CHASE & CO
+$275.2K
19,245
+9%
建仓
—
EATON CORP PLC
+$273.6K
1,293
增持
SDY
SPDR SER TR
-$260.5K
48,608
+2%
清仓
LHX
L3HARRIS TECHNOLOGIES INC
-$260.0K
0
-100%
增持
ABT
ABBOTT LABS
-$252.8K
15,206
+0%
增持
RTX
RTX CORPORATION
-$252.7K
11,759
+3%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$252.1K
27,720
-15%
增持
NEE
NEXTERA ENERGY INC
-$249.4K
14,835
+4%
增持
MRK
MERCK & CO INC
-$244.1K
31,547
+3%
增持
ABBV
ABBVIE INC
+$237.8K
13,260
+4%
清仓
ULTA
ULTA BEAUTY INC
-$235.3K
0
-100%
增持
CVX
CHEVRON CORP NEW
+$227.0K
11,590
+8%
清仓
ZBH
ZIMMER BIOMET HOLDINGS INC
-$225.0K
0
-100%
增持
VO
VANGUARD INDEX FDS
-$224.4K
34,669
+2%
建仓
IAU
ISHARES GOLD TR
+$224.0K
6,165
增持
VTI
VANGUARD INDEX FDS
+$222.2K
4,285
+34%
清仓
XYL
XYLEM INC
-$220.5K
0
-100%
清仓
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$219.7K
0
-100%
建仓
TXT
TEXTRON INC
+$219.7K
2,771
清仓
NFLX
NETFLIX INC
-$212.3K
0
-100%
建仓
CARR
CARRIER GLOBAL CORPORATION
+$211.8K
3,985
清仓
ZTS
ZOETIS INC
-$204.6K
0
-100%
减持
PXF
INVESCO EXCH TRADED FD TR II
-$203.6K
18,316
-18%
建仓
ACWX
ISHARES TR
+$202.4K
4,299
清仓
MO
ALTRIA GROUP INC
-$202.0K
0
-100%
清仓
ICE
INTERCONTINENTAL EXCHANGE IN
-$200.9K
0
-100%
增持
MCD
MCDONALDS CORP
-$187.3K
6,432
+7%
增持
—
CHUBB LIMITED
+$183.1K
7,349
+2%
增持
PG
PROCTER AND GAMBLE CO
+$181.6K
23,028
+10%
增持
IDXX
IDEXX LABS INC
-$176.2K
2,638
+1%
增持
COST
COSTCO WHSL CORP NEW
+$173.2K
3,924
+2%
增持
WMT
WALMART INC
+$171.5K
20,725
+3%
增持
AMZN
AMAZON COM INC
+$164.8K
30,564
+3%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$162.2K
25,882
+1%
减持
BSV
VANGUARD BD INDEX FDS
-$161.7K
16,875
-11%
增持
TXN
TEXAS INSTRS INC
-$159.7K
6,230
+0%
减持
NVDA
NVIDIA CORPORATION
-$156.2K
1,347
-27%
增持
JNJ
JOHNSON & JOHNSON
-$153.6K
31,132
+2%
减持
ITW
ILLINOIS TOOL WKS INC
-$149.9K
8,937
-0%
增持
QUAL
ISHARES TR
+$145.0K
23,075
+4%
增持
CI
THE CIGNA GROUP
+$145.0K
4,064
+1%
增持
—
TOTALENERGIES SE
+$141.8K
7,372
+22%
增持
HD
HOME DEPOT INC
+$141.6K
15,925
+8%
减持
RKLB
ROCKET LAB USA INC
-$137.9K
64,424
-9%
减持
FLRN
SPDR SER TR
-$126.7K
78,878
-5%
减持
IGSB
ISHARES TR
-$113.6K
65,346
-2%
增持
SCJ
ISHARES INC
+$112.3K
4,765
+60%
建仓
VSTM
VERASTEM INC
+$102.8K
13,081
增持
XLI
SELECT SECTOR SPDR TR
+$101.4K
3,214
+51%
增持
GOOG
ALPHABET INC
+$98.1K
4,329
+3%
减持
DHR
DANAHER CORPORATION
-$97.9K
2,420
-4%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$97.8K
4,940
+3%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$93.7K
9,000
-15%
增持
V
VISA INC
+$93.7K
13,787
+2%
增持
UNP
UNION PAC CORP
+$92.1K
4,447
+8%
减持
SHV
ISHARES TR
-$91.6K
8,702
-9%
减持
QDF
FLEXSHARES TR
-$86.8K
11,742
-10%
增持
XLU
SELECT SECTOR SPDR TR
+$85.1K
8,203
+32%
增持
PFE
PFIZER INC
-$82.9K
42,555
+4%
增持
CSCO
CISCO SYS INC
+$80.3K
23,436
+2%
减持
MMM
3M CO
-$77.3K
6,039
-3%
增持
GE
GENERAL ELECTRIC CO
+$77.1K
7,780
+11%
增持
MA
MASTERCARD INCORPORATED
+$75.2K
1,360
+14%
增持
GDX
VANECK ETF TRUST
+$72.9K
37,642
+11%
增持
MRSH
MARSH & MCLENNAN COS INC
+$72.6K
5,786
+5%
增持
CL
COLGATE PALMOLIVE CO
-$71.1K
15,609
+0%
减持
XLP
SELECT SECTOR SPDR TR
-$70.8K
9,805
-1%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$70.7K
21,715
-1%
增持
MNST
MONSTER BEVERAGE CORP NEW
-$70.5K
10,000
+3%
增持
COP
CONOCOPHILLIPS
+$68.8K
2,439
+7%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$66.3K
11,662
+0%
增持
URI
UNITED RENTALS INC
+$64.9K
652
+30%
减持
XLK
SELECT SECTOR SPDR TR
-$64.3K
3,858
-7%
增持
—
MEDTRONIC PLC
-$64.3K
4,094
+1%
增持
VOO
VANGUARD INDEX FDS
+$62.8K
3,978
+6%
增持
AMT
AMERICAN TOWER CORP NEW
-$62.5K
2,564
+0%
增持
ISRG
INTUITIVE SURGICAL INC
-$61.9K
918
+0%
增持
MSFT
MICROSOFT CORP
+$58.2K
35,822
+3%
增持
ALL
ALLSTATE CORP
+$56.2K
3,335
+1%
增持
—
BLACKROCK INC
-$55.6K
1,061
+0%
增持
TJX
TJX COS INC NEW
+$54.5K
10,744
+0%
增持
PSX
PHILLIPS 66
+$53.1K
2,538
+5%
增持
—
ACCENTURE PLC IRELAND
+$51.1K
4,501
+5%
增持
UPS
UNITED PARCEL SERVICE INC
-$51.1K
2,301
+0%
增持
—
LINDE PLC
+$49.8K
1,956
+8%
增持
INTC
INTEL CORP
+$48.5K
15,362
+0%
增持
LOW
LOWES COS INC
-$45.0K
4,872
+9%
减持
BND
VANGUARD BD INDEX FDS
-$44.9K
8,324
-2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$43.9K
4,810
+1%
增持
MDLZ
MONDELEZ INTL INC
-$43.0K
6,738
+6%
增持
EFA
ISHARES TR
-$42.2K
64,714
+4%
增持
WM
WASTE MGMT INC DEL
-$41.9K
8,515
+5%
增持
TMUS
T-MOBILE US INC
+$40.1K
8,317
+0%
增持
AEM
AGNICO EAGLE MINES LTD
+$39.2K
11,166
+12%
减持
SHEL
SHELL PLC
+$38.8K
5,269
-1%
减持
CMCSA
COMCAST CORP NEW
+$38.4K
14,702
-0%
增持
DEO
DIAGEO PLC
-$38.2K
2,064
+1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$38.1K
44,979
+1%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$36.7K
4,343
-1%
增持
NUE
NUCOR CORP
-$36.2K
2,459
+0%
建仓
TCRX
TSCAN THERAPEUTICS INC
+$35.3K
10,000
增持
SHW
SHERWIN WILLIAMS CO
+$35.1K
1,002
+22%
增持
USMV
ISHARES TR
+$32.5K
35,448
+2%
增持
ENPH
ENPHASE ENERGY INC
+$31.4K
1,951
+51%
减持
KKR
KKR & CO INC
+$30.9K
9,060
-2%
增持
KO
COCA COLA CO
-$29.7K
16,988
+9%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$29.5K
26,513
+3%
增持
HON
HONEYWELL INTL INC
-$27.9K
4,013
+7%
增持
ORCL
ORACLE CORP
-$27.8K
2,930
+1%
减持
ADBE
ADOBE INC
+$27.5K
548
-2%
增持
NKE
NIKE INC
+$23.9K
12,628
+10%
增持
XLV
SELECT SECTOR SPDR TR
+$23.2K
6,294
+4%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$22.6K
10,912
+2%
减持
SHY
ISHARES TR
-$21.9K
8,318
-3%
减持
XLY
SELECT SECTOR SPDR TR
-$21.3K
1,339
-4%
增持
STZ
CONSTELLATION BRANDS INC
+$20.6K
3,091
+8%
减持
GLD
SPDR GOLD TR
-$20.2K
11,737
-1%
增持
SBUX
STARBUCKS CORP
-$20.1K
6,717
+3%
增持
TTD
THE TRADE DESK INC
+$19.5K
4,060
+2%
增持
TSLA
TESLA INC
+$19.4K
1,032
+11%
减持
—
CHECK POINT SOFTWARE TECH LT
+$19.3K
2,121
-1%
增持
PLD
PROLOGIS INC.
-$18.3K
3,346
+5%
增持
AXP
AMERICAN EXPRESS CO
-$17.9K
4,060
+11%
增持
TRV
TRAVELERS COMPANIES INC
-$16.0K
2,865
+0%
增持
—
UNILEVER PLC
-$15.9K
6,379
+3%
增持
AEP
AMERICAN ELEC PWR CO INC
-$13.6K
2,700
+4%
增持
ROK
ROCKWELL AUTOMATION INC
-$13.0K
783
+7%
减持
XLF
SELECT SECTOR SPDR TR
-$12.5K
10,379
-3%
增持
EEM
ISHARES TR
-$9.7K
51,419
+3%
增持
—
NXP SEMICONDUCTORS N V
-$8.2K
2,008
+0%
