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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 140 项
建仓 7
增持 72
减持 50
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$3.5M
92,994
-1%
增持
VUG
VANGUARD INDEX FDS
+$1.3M
32,200
+3%
增持
GOOGL
ALPHABET INC
+$1.1M
28,637
+4%
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
MSFT
MICROSOFT CORP
+$903.6K
33,777
+0%
减持
MRK
MERCK & CO INC
-$868.2K
25,362
-17%
增持
PXH
INVESCO EXCH TRADED FD TR II
+$806.4K
203,404
+19%
增持
EFA
ISHARES TR
+$660.6K
105,890
+11%
增持
QUAL
ISHARES TR
+$640.4K
27,963
+11%
减持
CAT
CATERPILLAR INC
-$616.2K
18,092
-0%
增持
AMZN
AMAZON COM INC
+$580.7K
40,983
+1%
减持
HD
HOME DEPOT INC
-$575.0K
14,502
-0%
清仓
SBUX
STARBUCKS CORP
-$539.0K
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$511.5K
17,011
+2%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$450.6K
20,422
-15%
减持
WMT
WALMART INC
+$450.4K
59,842
-0%
增持
VTV
VANGUARD INDEX FDS
+$439.7K
18,971
+19%
增持
NVDA
NVIDIA CORPORATION
+$428.4K
12,910
+900%
减持
COST
COSTCO WHSL CORP NEW
+$422.6K
3,632
-0%
清仓
CVS
CVS HEALTH CORP
-$386.1K
0
-100%
清仓
PLD
PROLOGIS INC.
-$380.9K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
-$367.1K
31,225
+0%
清仓
SCJ
ISHARES INC
-$357.3K
0
-100%
建仓
GEV
GE VERNOVA INC
+$339.6K
1,980
建仓
MELI
MERCADOLIBRE INC
+$328.7K
200
清仓
AWK
AMERICAN WTR WKS CO INC NEW
-$327.5K
0
-100%
增持
EEM
ISHARES TR
+$325.3K
85,763
+6%
增持
ADBE
ADOBE INC
+$319.2K
1,165
+79%
增持
XLE
SELECT SECTOR SPDR TR
+$313.2K
6,044
+140%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$290.2K
13,311
+38%
增持
GOOG
ALPHABET INC
+$289.1K
5,077
+20%
增持
DGRW
WISDOMTREE TR
+$280.1K
59,427
+4%
增持
META
META PLATFORMS INC
+$275.9K
9,383
+2%
清仓
DEO
DIAGEO PLC
-$273.1K
0
-100%
减持
NKE
NIKE INC
-$269.0K
12,376
-3%
减持
SDY
SPDR SER TR
-$262.9K
55,857
-0%
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$260.0K
4,956
增持
VO
VANGUARD INDEX FDS
+$248.6K
41,341
+6%
减持
CMCSA
COMCAST CORP NEW
-$246.3K
8,956
-35%
减持
DIS
DISNEY WALT CO
-$241.9K
8,225
-5%
减持
INTC
INTEL CORP
-$240.6K
14,881
-6%
减持
—
ACCENTURE PLC IRELAND
-$237.4K
4,324
-3%
建仓
XBI
SPDR SER TR
+$233.6K
2,520
建仓
CRM
SALESFORCE INC
+$229.1K
891
减持
SHV
ISHARES TR
-$225.6K
7,244
-22%
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$222.6K
475
增持
V
VISA INC
-$221.1K
13,563
+0%
清仓
SQ
BLOCK INC
-$219.9K
0
-100%
清仓
AKAM
AKAMAI TECHNOLOGIES INC
-$217.5K
0
-100%
清仓
MDY
SPDR S&P MIDCAP 400 ETF TR
-$214.2K
0
-100%
清仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$212.8K
0
-100%
增持
USMV
ISHARES TR
+$204.6K
40,403
+6%
减持
CI
THE CIGNA GROUP
-$190.8K
3,822
-5%
增持
GLD
SPDR GOLD TR
+$186.1K
13,561
+2%
减持
—
ISHARES TR
-$171.3K
18,272
-29%
增持
PEP
PEPSICO INC
-$162.4K
16,215
+0%
增持
MCD
MCDONALDS CORP
-$159.4K
6,180
+0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$156.0K
4,911
-1%
增持
LOW
LOWES COS INC
-$149.0K
4,482
+0%
增持
VOO
VANGUARD INDEX FDS
+$145.8K
4,361
+3%
增持
VTI
VANGUARD INDEX FDS
+$142.9K
5,384
+8%
增持
ABBV
ABBVIE INC
-$135.3K
13,064
+0%
增持
TXN
TEXAS INSTRS INC
+$129.9K
6,307
+0%
增持
GBTC
GRAYSCALE BITCOIN TR BTC
-$129.1K
16,101
+3%
增持
GDX
VANECK ETF TRUST
+$128.0K
45,842
+2%
减持
QDF
FLEXSHARES TR
-$125.9K
7,754
-20%
增持
SHEL
SHELL PLC
+$125.8K
6,636
+26%
减持
XLU
SELECT SECTOR SPDR TR
-$122.1K
4,238
-32%
增持
IDXX
IDEXX LABS INC
-$116.9K
3,005
+3%
增持
PXF
INVESCO EXCH TRADED FD TR II
+$113.8K
24,236
+13%
增持
CTA
SIMPLIFY EXCHANGE TRADED FUN
+$113.4K
40,735
+3%
增持
ACWI
ISHARES TR
+$112.9K
19,755
+3%
增持
ABT
ABBOTT LABS
-$112.6K
15,573
+2%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$112.2K
14,352
+16%
增持
VB
VANGUARD INDEX FDS
-$108.7K
47,378
+4%
增持
IVV
ISHARES TR
+$104.0K
1,169
+15%
增持
TJX
TJX COS INC NEW
+$99.3K
11,232
+0%
增持
KKR
KKR & CO INC
+$96.9K
9,484
+6%
增持
XLK
SELECT SECTOR SPDR TR
+$94.5K
3,928
+3%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$94.4K
29,580
+7%
减持
NEE
NEXTERA ENERGY INC
+$90.0K
13,242
-0%
减持
TD
TORONTO DOMINION BK ONT
-$88.3K
6,828
-11%
增持
PG
PROCTER AND GAMBLE CO
+$86.1K
21,261
+1%
减持
XLP
SELECT SECTOR SPDR TR
-$84.3K
7,165
-14%
增持
TRV
TRAVELERS COMPANIES INC
-$75.8K
2,862
+0%
减持
CL
COLGATE PALMOLIVE CO
+$73.2K
13,982
-2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$71.3K
4,769
-0%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$69.3K
40,479
-1%
减持
TMUS
T-MOBILE US INC
+$69.0K
6,774
-2%
减持
CSCO
CISCO SYS INC
-$68.4K
23,210
-1%
增持
VTIP
VANGUARD MALVERN FDS
+$67.6K
30,335
+3%
增持
UNP
UNION PAC CORP
-$66.8K
4,473
+2%
建仓
EDIT
EDITAS MEDICINE INC
+$64.7K
13,850
减持
XLI
SELECT SECTOR SPDR TR
-$64.6K
2,316
-16%
增持
JPM
JPMORGAN CHASE & CO.
+$61.9K
18,193
+1%
增持
MCK
MCKESSON CORP
+$61.3K
1,208
+1%
增持
AVGO
BROADCOM INC
+$55.2K
183
+2%
减持
UPS
UNITED PARCEL SERVICE INC
-$53.0K
1,976
-9%
减持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$48.1K
3,268
-11%
增持
—
NXP SEMICONDUCTORS N V
+$45.9K
2,012
+1%
减持
UNH
UNITEDHEALTH GROUP INC
+$45.6K
3,950
-1%
增持
EEMV
ISHARES INC
+$44.0K
11,938
+6%
减持
—
MEDTRONIC PLC
-$43.8K
3,181
-6%
减持
MRSH
MARSH & MCLENNAN COS INC
-$43.3K
5,607
-6%
减持
IWF
ISHARES TR
+$42.5K
1,795
-1%
减持
BDX
BECTON DICKINSON & CO
-$39.8K
930
-10%
减持
—
CHUBB LIMITED
-$36.7K
7,218
-0%
减持
QARP
DBX ETF TR
-$36.7K
5,354
-13%
增持
FLRN
SPDR SER TR
+$35.6K
82,773
+1%
减持
KO
COCA COLA CO
+$33.5K
14,047
-0%
增持
HON
HONEYWELL INTL INC
+$32.9K
3,745
+0%
减持
AMT
AMERICAN TOWER CORP NEW
-$31.8K
2,197
-5%
增持
AXP
AMERICAN EXPRESS CO
+$31.3K
3,689
+2%
减持
MDLZ
MONDELEZ INTL INC
-$29.1K
6,263
-0%
增持
—
LINDE PLC
-$27.2K
2,104
+3%
增持
—
STEM INC
-$25.9K
26,000
+4%
减持
—
TOTALENERGIES SE
-$24.2K
7,247
-2%
增持
COP
CONOCOPHILLIPS
-$23.9K
2,562
+3%
清仓
—
FLUENT INC
-$21.7K
0
-100%
增持
ICLN
ISHARES TR
+$20.4K
13,500
+18%
减持
BSV
VANGUARD BD INDEX FDS
-$19.0K
17,816
-1%
增持
—
EXXON MOBIL CORP
-$17.1K
47,688
+1%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$16.4K
23,459
-1%
增持
AGG
ISHARES TR
+$15.7K
4,448
+5%
减持
XLV
SELECT SECTOR SPDR TR
-$15.4K
5,926
-0%
增持
IJR
ISHARES TR
+$14.9K
2,927
+9%
减持
RPG
INVESCO EXCHANGE TRADED FD T
-$14.3K
7,540
-6%
减持
CEG
CONSTELLATION ENERGY CORP
+$12.7K
1,342
-3%
增持
WM
WASTE MGMT INC DEL
+$12.3K
8,780
+1%
增持
EFAV
ISHARES TR
-$11.9K
19,895
+1%
增持
INDB
INDEPENDENT BK CORP MASS
-$8.9K
16,122
+1%
增持
HIG
HARTFORD FINL SVCS GROUP INC
-$7.8K
3,465
+0%
增持
CVX
CHEVRON CORP NEW
-$7.5K
10,855
+0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$5.7K
10,893
+0%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$5.6K
4,293
+2%
增持
—
EATON CORP PLC
+$5.5K
908
+2%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$5.4K
24,948
-0%
减持
SHY
ISHARES TR
-$4.8K
12,093
-0%
减持
PFE
PFIZER INC
-$3.7K
35,715
-1%
减持
RTX
RTX CORPORATION
-$3.7K
10,837
-3%
增持
—
SERES THERAPEUTICS INC
+$3.0K
17,000
+42%