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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 140 项
建仓 14
增持 55
减持 66
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$2.2M
93,571
-1%
增持
VUG
VANGUARD INDEX FDS
+$1.7M
31,171
+7%
增持
EFA
ISHARES TR
+$1.6M
95,589
+19%
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
SPY
SPDR S&P 500 ETF TR
+$1.4M
16,721
+8%
减持
META
META PLATFORMS INC
+$1.2M
9,175
-1%
增持
VTV
VANGUARD INDEX FDS
+$1.1M
15,986
+55%
减持
AMZN
AMAZON COM INC
+$1.0M
40,688
-2%
建仓
GBTC
GRAYSCALE BITCOIN TR BTC
+$986.3K
15,614
增持
VB
VANGUARD INDEX FDS
+$942.6K
45,667
+3%
增持
VO
VANGUARD INDEX FDS
+$929.9K
39,062
+3%
减持
MSFT
MICROSOFT CORP
+$891.0K
33,735
-5%
增持
EEM
ISHARES TR
+$803.8K
80,996
+29%
增持
PXH
INVESCO EXCH TRADED FD TR II
+$715.3K
170,224
+25%
减持
MRK
MERCK & CO INC
+$686.0K
30,375
-0%
减持
—
EXXON MOBIL CORP
+$639.9K
47,376
-3%
增持
QUAL
ISHARES TR
+$612.3K
25,157
+5%
建仓
SUSL
ISHARES TR
+$560.8K
5,976
减持
LLY
ELI LILLY & CO
+$556.8K
3,288
-4%
减持
IGSB
ISHARES TR
-$528.2K
52,989
-16%
增持
NVDA
NVIDIA CORPORATION
+$528.2K
1,291
+0%
减持
JPM
JPMORGAN CHASE & CO
+$522.5K
18,062
-1%
减持
HD
HOME DEPOT INC
+$485.7K
14,513
-1%
增持
SDY
SPDR SER TR
+$479.2K
56,132
+2%
增持
DGRW
WISDOMTREE TR
+$475.2K
57,201
+4%
建仓
AGG
ISHARES TR
+$416.0K
4,248
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$412.4K
9,611
+116%
增持
WMT
WALMART INC
+$405.6K
59,855
+195%
增持
PG
PROCTER AND GAMBLE CO
+$354.0K
21,080
+1%
减持
ABBV
ABBVIE INC
+$349.3K
13,048
-0%
增持
WM
WASTE MGMT INC DEL
+$345.3K
8,730
+3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$334.0K
4,783
+2%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$329.3K
12,358
+86%
增持
USMV
ISHARES TR
+$329.2K
38,139
+4%
增持
SHY
ISHARES TR
+$314.3K
12,133
+47%
建仓
CCI
CROWN CASTLE INC
+$299.4K
2,829
减持
GOOGL
ALPHABET INC
+$295.2K
27,540
-0%
增持
GLD
SPDR GOLD TR
+$289.4K
13,269
+4%
建仓
EASG
DBX ETF TR
+$283.6K
9,085
减持
DIS
DISNEY WALT CO
+$273.4K
8,651
-1%
减持
IWV
ISHARES TR
+$271.7K
10,833
-0%
建仓
CEG
CONSTELLATION ENERGY CORP
+$256.0K
1,385
增持
ACWI
ISHARES TR
+$255.2K
19,137
+5%
增持
VTI
VANGUARD INDEX FDS
+$246.8K
4,992
+13%
建仓
TOST
TOAST INC
+$240.7K
9,660
建仓
AVGO
BROADCOM INC
+$238.6K
180
建仓
XLE
SELECT SECTOR SPDR TR
+$237.7K
2,518
增持
VOO
VANGUARD INDEX FDS
+$236.3K
4,234
+3%
减持
V
VISA INC
+$230.6K
13,548
-1%
清仓
TSLA
TESLA INC
-$230.3K
0
-100%
清仓
ICE
INTERCONTINENTAL EXCHANGE IN
-$228.2K
0
-100%
清仓
ZTS
ZOETIS INC
-$227.6K
0
-100%
清仓
RSG
REPUBLIC SVCS INC
-$223.0K
0
-100%
减持
—
CHUBB LIMITED
+$219.5K
7,247
-1%
建仓
LDEM
ISHARES TR
+$218.3K
4,980
建仓
IJH
ISHARES TR
+$217.8K
3,585
建仓
MDY
SPDR S&P MIDCAP 400 ETF TR
+$214.2K
385
建仓
PHO
INVESCO EXCHANGE TRADED FD T
+$213.0K
3,200
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$212.8K
2,341
减持
COST
COSTCO WHSL CORP NEW
+$211.1K
3,637
-2%
增持
SHV
ISHARES TR
+$180.3K
9,282
+21%
增持
NKE
NIKE INC
-$168.1K
12,788
+1%
减持
KKR
KKR & CO INC
+$150.6K
8,960
-1%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$148.8K
3,168
-27%
增持
—
LINDE PLC
+$140.5K
2,047
+4%
减持
LOW
LOWES COS INC
+$140.3K
4,464
-0%
减持
AXP
AMERICAN EXPRESS CO
+$139.3K
3,614
-1%
减持
UNH
UNITEDHEALTH GROUP INC
-$131.5K
3,974
-0%
增持
JNJ
JOHNSON & JOHNSON
+$122.9K
31,171
+2%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$122.2K
10,858
-1%
增持
PXF
INVESCO EXCH TRADED FD TR II
+$115.3K
21,471
+7%
增持
PEP
PEPSICO INC
+$115.2K
16,209
+1%
增持
GDX
VANECK ETF TRUST
+$110.0K
45,142
+6%
增持
PSX
PHILLIPS 66
+$109.1K
3,083
+4%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$108.4K
23,735
+4%
增持
MRSH
MARSH & MCLENNAN COS INC
+$107.8K
5,946
+1%
增持
FLRN
SPDR SER TR
+$105.1K
81,673
+4%
减持
MCD
MCDONALDS CORP
-$103.8K
6,151
-1%
减持
SBUX
STARBUCKS CORP
-$103.1K
5,898
-12%
增持
BSV
VANGUARD BD INDEX FDS
+$99.7K
18,071
+8%
减持
—
ISHARES TR
-$96.2K
25,639
-14%
增持
INTC
INTEL CORP
-$92.3K
15,881
+1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$85.0K
34,920
+0%
减持
XLU
SELECT SECTOR SPDR TR
-$83.3K
6,258
-20%
减持
STZ
CONSTELLATION BRANDS INC
+$75.4K
2,796
-1%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$75.2K
23,948
+0%
减持
AMT
AMERICAN TOWER CORP NEW
-$69.9K
2,322
-5%
减持
PLD
PROLOGIS INC.
-$69.3K
2,925
-13%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$69.1K
2,680
-11%
减持
FDX
FEDEX CORP
+$65.9K
2,823
-5%
减持
TD
TORONTO DOMINION BK ONT
-$64.3K
7,678
-6%
增持
EEMV
ISHARES INC
+$59.6K
11,292
+8%
减持
CVX
CHEVRON CORP NEW
+$59.4K
10,812
-2%
减持
KO
COCA COLA CO
-$56.7K
14,066
-10%
减持
TJX
TJX COS INC NEW
+$56.7K
11,214
-3%
增持
CTA
SIMPLIFY EXCHANGE TRADED FUN
+$55.2K
39,405
+0%
增持
ABT
ABBOTT LABS
+$54.8K
15,228
+0%
减持
ITW
ILLINOIS TOOL WKS INC
+$54.3K
8,903
-0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$51.6K
40,749
+1%
增持
IGM
ISHARES TR
+$50.6K
4,410
+500%
减持
—
BLACKROCK INC
-$49.6K
1,144
-7%
减持
CL
COLGATE PALMOLIVE CO
+$49.4K
14,255
-8%
增持
EFAV
ISHARES TR
+$48.5K
19,635
+1%
减持
QDF
FLEXSHARES TR
-$46.5K
9,735
-13%
减持
PFE
PFIZER INC
-$42.6K
36,146
-0%
减持
FSK
FS KKR CAP CORP
-$40.5K
22,865
-4%
减持
IWF
ISHARES TR
+$39.1K
1,815
-4%
减持
UPS
UNITED PARCEL SERVICE INC
-$37.6K
2,176
-5%
减持
LMT
LOCKHEED MARTIN CORP
-$37.3K
463
-15%
增持
TXN
TEXAS INSTRS INC
+$35.5K
6,297
+1%
减持
ECL
ECOLAB INC
+$35.3K
1,506
-4%
减持
QQQ
INVESCO QQQ TR
+$35.0K
1,157
-1%
减持
SYK
STRYKER CORPORATION
+$30.3K
775
-6%
减持
MMM
3M CO
-$28.8K
5,848
-2%
减持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$27.2K
3,688
-6%
减持
—
ACCENTURE PLC IRELAND
-$26.2K
4,470
-0%
减持
ALL
ALLSTATE CORP
+$25.4K
2,845
-15%
减持
—
MEDTRONIC PLC
-$23.3K
3,376
-12%
减持
HON
HONEYWELL INTL INC
-$23.2K
3,736
-1%
减持
DHR
DANAHER CORPORATION
+$22.7K
2,317
-4%
增持
—
UNILEVER PLC
+$21.2K
6,729
+3%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$19.0K
4,190
+9%
增持
ADBE
ADOBE INC
+$19.0K
650
+25%
减持
VTIP
VANGUARD MALVERN FDS
-$16.8K
29,335
-2%
减持
CMCSA
COMCAST CORP NEW
-$16.5K
13,773
-2%
减持
UNP
UNION PAC CORP
-$16.3K
4,387
-2%
增持
IEI
ISHARES TR
+$16.0K
3,147
+6%
减持
IAU
ISHARES GOLD TR
+$14.8K
6,080
-1%
增持
SLB
SCHLUMBERGER LTD
+$14.6K
5,258
+0%
增持
CSCO
CISCO SYS INC
-$12.0K
23,465
+0%
减持
XLP
SELECT SECTOR SPDR TR
+$11.8K
8,290
-4%
清仓
—
MESOBLAST LTD
-$11.0K
0
-100%
减持
TMUS
T-MOBILE US INC
+$9.5K
6,889
-1%
增持
—
FUBOTV INC
-$8.1K
15,000
+50%
减持
IVV
ISHARES TR
+$7.9K
1,019
-8%
增持
IDXX
IDEXX LABS INC
-$5.4K
2,928
+2%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$4.3K
25,006
+0%
减持
XLI
SELECT SECTOR SPDR TR
+$3.3K
2,754
-9%
减持
DEO
DIAGEO PLC
+$2.7K
1,836
-1%
减持
CVS
CVS HEALTH CORP
-$312
4,841
-1%
减持
BDX
BECTON DICKINSON & CO
+$104
1,039
-1%
