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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 8
增持 47
减持 88
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
AMZN
AMAZON COM INC
+$2.2M
41,397
+35%
增持
VUG
VANGUARD INDEX FDS
+$2.2M
29,190
+20%
增持
VB
VANGUARD INDEX FDS
+$1.8M
44,515
+8%
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
EFA
ISHARES TR
+$1.6M
80,384
+24%
增持
VO
VANGUARD INDEX FDS
+$1.6M
37,956
+9%
减持
MSFT
MICROSOFT CORP
+$1.4M
35,374
-1%
增持
SDY
SPDR SER TR
+$1.3M
55,114
+13%
减持
—
EXXON MOBIL CORP
-$1.3M
48,681
-13%
增持
SPY
SPDR S&P 500 ETF TR
+$1.1M
15,540
+7%
减持
AAPL
APPLE INC
+$1.1M
94,936
-2%
清仓
EDV
VANGUARD WORLD FD
-$802.4K
0
-100%
建仓
—
ISHARES TR
+$691.8K
29,717
增持
VTV
VANGUARD INDEX FDS
+$669.2K
10,320
+64%
增持
PXH
INVESCO EXCH TRADED FD TR II
+$654.9K
135,984
+26%
增持
DGRW
WISDOMTREE TR
+$645.9K
55,249
+10%
增持
EEM
ISHARES TR
+$562.4K
62,759
+22%
建仓
IVV
ISHARES TR
+$527.8K
1,105
增持
IDXX
IDEXX LABS INC
+$453.2K
2,858
+8%
增持
QUAL
ISHARES TR
+$378.3K
23,938
+4%
减持
PFE
PFIZER INC
-$370.1K
36,321
-15%
增持
GLD
SPDR GOLD TR
+$351.6K
12,765
+9%
减持
HD
HOME DEPOT INC
+$346.5K
14,663
-8%
增持
—
BLACKROCK INC
+$329.2K
1,236
+16%
减持
CAT
CATERPILLAR INC
+$315.6K
18,128
-3%
减持
PG
PROCTER AND GAMBLE CO
-$297.5K
20,924
-9%
增持
ACWI
ISHARES TR
+$283.4K
18,201
+9%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$279.8K
11,637
-0%
增持
ABT
ABBOTT LABS
+$274.3K
15,227
+0%
减持
CVX
CHEVRON CORP NEW
-$270.9K
11,036
-5%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$256.2K
23,845
-8%
清仓
ISRG
INTUITIVE SURGICAL INC
-$251.7K
0
-100%
增持
DIS
DISNEY WALT CO
+$251.1K
8,696
+40%
减持
JPM
JPMORGAN CHASE & CO
+$249.9K
18,197
-5%
增持
USMV
ISHARES TR
+$249.1K
36,633
+3%
清仓
ENPH
ENPHASE ENERGY INC
-$248.0K
0
-100%
减持
ITW
ILLINOIS TOOL WKS INC
+$246.9K
8,913
-0%
清仓
NUV
NUVEEN MUN VALUE FD INC
-$245.1K
0
-100%
建仓
QCOM
QUALCOMM INC
+$242.8K
1,679
减持
V
VISA INC
+$240.5K
13,637
-1%
建仓
NFLX
NETFLIX INC
+$234.7K
482
增持
INTC
INTEL CORP
+$232.1K
15,796
+3%
减持
MCD
MCDONALDS CORP
+$230.5K
6,199
-4%
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$228.2K
1,777
建仓
ZTS
ZOETIS INC
+$227.6K
1,153
增持
GDX
VANECK ETF TRUST
+$225.7K
42,482
+13%
建仓
XYL
XYLEM INC
+$223.9K
1,958
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$209.2K
4,941
+0%
减持
COST
COSTCO WHSL CORP NEW
+$208.0K
3,717
-5%
增持
VOO
VANGUARD INDEX FDS
+$205.4K
4,119
+4%
清仓
AEP
AMERICAN ELEC PWR CO INC
-$205.4K
0
-100%
减持
—
ACCENTURE PLC IRELAND
+$201.3K
4,490
-0%
建仓
SQ
BLOCK INC
+$201.1K
2,600
减持
META
META PLATFORMS INC
+$181.9K
9,245
-4%
增持
UNP
UNION PAC CORP
+$157.7K
4,459
+0%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$156.2K
22,865
+5%
减持
WM
WASTE MGMT INC DEL
+$154.5K
8,462
-1%
增持
PXF
INVESCO EXCH TRADED FD TR II
+$153.1K
20,061
+10%
减持
LLY
ELI LILLY & CO
-$147.8K
3,433
-1%
减持
WMT
WALMART INC
-$145.2K
20,272
-2%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$143.7K
10,919
+0%
减持
HXL
HEXCEL CORP NEW
-$138.4K
4,000
-38%
减持
PEP
PEPSICO INC
+$130.9K
16,024
-0%
增持
VTI
VANGUARD INDEX FDS
+$125.0K
4,429
+3%
减持
AKAM
AKAMAI TECHNOLOGIES INC
-$117.7K
2,000
-39%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$117.6K
40,159
-11%
增持
TJX
TJX COS INC NEW
+$117.1K
11,519
+7%
减持
SHV
ISHARES TR
-$113.9K
7,679
-12%
增持
PSX
PHILLIPS 66
+$110.8K
2,963
+17%
减持
CL
COLGATE PALMOLIVE CO
+$108.1K
15,485
-1%
减持
MMM
3M CO
+$106.0K
5,938
-2%
减持
TXN
TEXAS INSTRS INC
+$100.2K
6,227
-0%
增持
AEM
AGNICO EAGLE MINES LTD
+$99.0K
11,616
+4%
减持
JNJ
JOHNSON & JOHNSON
-$96.2K
30,675
-1%
减持
AMT
AMERICAN TOWER CORP NEW
+$94.9K
2,449
-4%
增持
EFAV
ISHARES TR
+$86.7K
19,371
+1%
减持
CSCO
CISCO SYS INC
-$86.1K
23,420
-0%
减持
—
CHUBB LIMITED
+$85.6K
7,338
-0%
减持
NKE
NIKE INC
+$81.4K
12,618
-0%
增持
PLD
PROLOGIS INC.
+$79.0K
3,377
+1%
减持
XLK
SELECT SECTOR SPDR TR
+$77.1K
3,813
-1%
减持
TMUS
T-MOBILE US INC
-$76.4K
6,954
-16%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$74.6K
6,647
+18%
减持
ABBV
ABBVIE INC
+$74.4K
13,078
-1%
清仓
QS
QUANTUMSCAPE CORP
-$72.2K
0
-100%
减持
MNST
MONSTER BEVERAGE CORP NEW
+$72.1K
9,700
-3%
减持
RTX
RTX CORPORATION
+$71.8K
11,193
-5%
清仓
HIO
WESTERN ASSET HIGH INCOME OP
-$70.6K
0
-100%
减持
CI
THE CIGNA GROUP
-$69.5K
4,004
-1%
增持
—
LINDE PLC
+$68.1K
1,972
+1%
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$67.9K
3,005
+10%
增持
CTA
SIMPLIFY EXCHANGE TRADED FUN
+$66.8K
39,320
+22%
减持
TRV
TRAVELERS COMPANIES INC
+$64.1K
2,858
-0%
减持
AXP
AMERICAN EXPRESS CO
+$63.3K
3,649
-10%
减持
SLB
SCHLUMBERGER LTD
-$62.1K
5,257
-7%
减持
NUE
NUCOR CORP
+$60.9K
2,455
-0%
减持
—
EATON CORP PLC
-$58.6K
893
-31%
减持
—
NXP SEMICONDUCTORS N V
+$58.2K
2,000
-0%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$56.6K
24,931
-6%
减持
INDB
INDEPENDENT BK CORP MASS
-$52.0K
15,890
-30%
减持
GE
GENERAL ELECTRIC CO
+$47.9K
7,028
-10%
减持
DHR
DANAHER CORPORATION
+$46.6K
2,403
-1%
减持
DEO
DIAGEO PLC
-$46.3K
1,856
-10%
增持
ACWX
ISHARES TR
+$44.3K
4,834
+12%
减持
QQQ
INVESCO QQQ TR
+$43.2K
1,169
-1%
减持
HON
HONEYWELL INTL INC
+$42.6K
3,767
-6%
减持
STZ
CONSTELLATION BRANDS INC
-$41.3K
2,831
-8%
增持
EEMV
ISHARES INC
+$40.7K
10,423
+3%
减持
TTD
THE TRADE DESK INC
-$40.5K
4,000
-1%
减持
XLP
SELECT SECTOR SPDR TR
-$40.5K
8,625
-12%
减持
BDX
BECTON DICKINSON & CO
-$39.6K
1,054
-8%
增持
—
STEM INC
+$39.3K
25,000
+67%
减持
SHW
SHERWIN WILLIAMS CO
+$37.8K
932
-7%
减持
CMCSA
COMCAST CORP NEW
-$37.0K
13,993
-5%
减持
MRK
MERCK & CO INC
+$36.6K
30,471
-3%
减持
MA
MASTERCARD INCORPORATED
-$35.5K
1,196
-12%
减持
CVS
CVS HEALTH CORP
+$33.2K
4,894
-1%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$32.8K
4,446
+2%
减持
MDLZ
MONDELEZ INTL INC
+$32.3K
6,271
-7%
减持
TSLA
TESLA INC
-$31.7K
927
-10%
减持
LOW
LOWES COS INC
+$30.9K
4,479
-8%
减持
IWF
ISHARES TR
+$30.5K
1,889
-4%
减持
XLF
SELECT SECTOR SPDR TR
+$29.7K
10,054
-3%
减持
—
CHECK POINT SOFTWARE TECH LT
+$29.4K
2,087
-2%
增持
FDX
FEDEX CORP
+$28.5K
2,973
+2%
减持
SYK
STRYKER CORPORATION
+$27.9K
825
-1%
减持
—
MEDTRONIC PLC
+$23.7K
3,854
-6%
增持
UNH
UNITEDHEALTH GROUP INC
-$20.8K
3,984
+1%
减持
QDF
FLEXSHARES TR
+$20.7K
11,183
-5%
减持
BSV
VANGUARD BD INDEX FDS
+$20.6K
16,695
-1%
减持
GPC
GENUINE PARTS CO
-$18.5K
1,477
-1%
减持
RSG
REPUBLIC SVCS INC
+$18.0K
1,352
-2%
增持
GOOGL
ALPHABET INC
+$17.6K
27,643
+0%
减持
NVDA
NVIDIA CORPORATION
+$17.4K
1,289
-4%
增持
COP
CONOCOPHILLIPS
-$16.6K
2,490
+2%
减持
XLV
SELECT SECTOR SPDR TR
-$14.0K
5,951
-5%
减持
GOOG
ALPHABET INC
-$13.9K
4,217
-3%
减持
XLI
SELECT SECTOR SPDR TR
+$13.1K
3,014
-6%
减持
SBUX
STARBUCKS CORP
+$13.1K
6,688
-0%
增持
LMT
LOCKHEED MARTIN CORP
+$12.7K
547
+2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$12.0K
4,703
-2%
减持
ORCL
ORACLE CORP
-$11.9K
2,908
-1%
增持
—
UNILEVER PLC
+$10.3K
6,529
+2%
减持
KO
COCA COLA CO
+$9.6K
15,566
-8%
减持
—
SERES THERAPEUTICS INC
-$9.5K
12,000
-33%
减持
RKLB
ROCKET LAB USA INC
+$8.1K
53,424
-17%
减持
ADBE
ADOBE INC
+$7.2K
518
-5%
减持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$5.6K
3,939
-13%
减持
—
ASTRAZENECA PLC
-$5.5K
10,470
-0%
减持
SHY
ISHARES TR
+$5.1K
8,263
-1%
减持
CARR
CARRIER GLOBAL CORPORATION
+$4.2K
3,760
-6%
