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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 28
增持 56
减持 64
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$1.9M
92,352
-1%
增持
VUG
VANGUARD INDEX FDS
+$1.7M
35,893
+11%
增持
IWV
ISHARES TR
+$1.7M
15,294
+41%
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
VCIT
VANGUARD SCOTTSDALE FDS
+$1.6M
32,062
+141%
增持
EFA
ISHARES TR
+$1.6M
118,494
+12%
增持
VTI
VANGUARD INDEX FDS
+$1.6M
10,688
+99%
增持
SPY
SPDR S&P 500 ETF TR
+$1.5M
18,800
+11%
增持
AGG
ISHARES TR
+$1.3M
16,802
+278%
增持
VTV
VANGUARD INDEX FDS
+$1.2M
24,198
+28%
建仓
IEFA
ISHARES TR
+$1.2M
14,975
增持
HD
HOME DEPOT INC
+$1.1M
15,153
+4%
减持
CAT
CATERPILLAR INC
+$1.0M
17,992
-1%
增持
SHY
ISHARES TR
+$966.9K
23,503
+94%
减持
VB
VANGUARD INDEX FDS
+$885.7K
47,283
-0%
增持
EEM
ISHARES TR
+$858.3K
98,364
+15%
减持
VO
VANGUARD INDEX FDS
+$803.6K
40,982
-1%
建仓
VXF
VANGUARD INDEX FDS
+$795.1K
4,369
建仓
ETHE
GRAYSCALE ETHEREUM TR ETH
+$782.3K
35,737
增持
LLY
ELI LILLY & CO
+$731.7K
4,186
+27%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$669.7K
7,258
+29%
减持
NKE
NIKE INC
-$656.5K
3,125
-75%
建仓
KLAC
KLA CORP
+$652.1K
842
建仓
AMP
AMERIPRISE FINL INC
+$649.3K
1,382
建仓
ARES
ARES MANAGEMENT CORPORATION
+$592.0K
3,799
减持
SDY
SPDR SER TR
+$574.4K
54,057
-3%
增持
—
ACCENTURE PLC IRELAND
+$573.5K
5,334
+23%
建仓
WSM
WILLIAMS SONOMA INC
+$567.0K
3,660
增持
UNH
UNITEDHEALTH GROUP INC
+$561.6K
4,401
+11%
建仓
HUBB
HUBBELL INC
+$526.0K
1,228
减持
META
META PLATFORMS INC
+$525.6K
9,183
-2%
建仓
NVO
NOVO-NORDISK A S
+$518.7K
4,356
减持
WMT
WALMART INC
+$510.8K
56,504
-6%
增持
WM
WASTE MGMT INC DEL
+$508.3K
11,471
+31%
增持
GLD
SPDR GOLD TR
+$501.7K
14,060
+4%
增持
—
BLACKROCK INC
+$497.0K
1,472
+29%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$494.5K
5,665
+79%
增持
ORCL
ORACLE CORP
+$482.8K
5,243
+80%
增持
AVGO
BROADCOM INC
+$482.4K
4,500
+2359%
增持
GOOGL
ALPHABET INC
-$459.5K
28,681
+0%
建仓
IEMG
ISHARES INC
+$440.5K
7,673
增持
ABBV
ABBVIE INC
+$431.6K
13,532
+4%
清仓
AMT
AMERICAN TOWER CORP NEW
-$427.1K
0
-100%
增持
NEE
NEXTERA ENERGY INC
+$401.1K
15,838
+20%
建仓
TDIV
FIRST TR EXCHANGE-TRADED FD
+$399.5K
4,975
增持
—
EATON CORP PLC
+$386.5K
2,025
+123%
建仓
AFL
AFLAC INC
+$375.9K
3,362
建仓
—
GRAYSCALE ETHEREUM MINI TR E
+$370.8K
151,962
增持
ITW
ILLINOIS TOOL WKS INC
+$369.0K
9,458
+6%
增持
QUAL
ISHARES TR
+$367.7K
28,682
+3%
减持
AMZN
AMAZON COM INC
-$351.8K
40,617
-1%
建仓
UNM
UNUM GROUP
+$347.5K
5,846
增持
GDX
VANECK ETF TRUST
+$337.7K
47,542
+4%
增持
USMV
ISHARES TR
+$322.2K
40,679
+1%
建仓
—
GRAYSCALE BITCOIN MINI TR BT
+$320.6K
56,936
增持
DGRW
WISDOMTREE TR
+$311.6K
59,487
+0%
减持
PXH
INVESCO EXCH TRADED FD TR II
+$301.9K
201,404
-1%
减持
CVX
CHEVRON CORP NEW
-$297.1K
9,512
-12%
减持
SHV
ISHARES TR
-$296.5K
4,555
-37%
增持
ABT
ABBOTT LABS
+$294.0K
16,772
+8%
建仓
AMGN
AMGEN INC
+$292.9K
909
建仓
JMST
J P MORGAN EXCHANGE TRADED F
+$287.8K
5,650
增持
MDLZ
MONDELEZ INTL INC
+$280.1K
9,366
+50%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$271.3K
4,829
-2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$260.0K
4,780
+0%
增持
FLRN
SPDR SER TR
+$257.3K
91,113
+10%
增持
LMT
LOCKHEED MARTIN CORP
+$253.7K
804
+74%
减持
KKR
KKR & CO INC
+$235.1K
9,444
-0%
减持
RKLB
ROCKET LAB USA INC
+$234.7K
50,474
-6%
减持
—
CHUBB LIMITED
+$231.8K
7,188
-0%
增持
IJH
ISHARES TR
+$230.9K
7,071
+97%
减持
PI
IMPINJ INC
+$228.1K
5,130
-9%
建仓
DELL
DELL TECHNOLOGIES INC
+$223.0K
1,881
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$221.0K
11,156
+2%
减持
LOW
LOWES COS INC
+$221.0K
4,464
-0%
增持
PG
PROCTER AND GAMBLE CO
+$220.6K
21,518
+1%
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$219.7K
2,341
减持
RTX
RTX CORPORATION
+$218.1K
10,779
-1%
建仓
TSLA
TESLA INC
+$216.4K
827
建仓
XLC
SELECT SECTOR SPDR TR
+$207.6K
2,297
建仓
AEP
AMERICAN ELEC PWR CO INC
+$205.2K
2,000
建仓
BX
BLACKSTONE INC
+$204.1K
1,333
建仓
RSG
REPUBLIC SVCS INC
+$203.9K
1,015
建仓
WMB
WILLIAMS COS INC
+$203.7K
4,462
建仓
MO
ALTRIA GROUP INC
+$202.6K
3,970
建仓
AKAM
AKAMAI TECHNOLOGIES INC
+$201.9K
2,000
清仓
ROK
ROCKWELL AUTOMATION INC
-$201.8K
0
-100%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$193.2K
8,161
+65%
减持
PEP
PEPSICO INC
-$185.1K
14,638
-10%
增持
ACWI
ISHARES TR
+$182.5K
20,100
+2%
增持
MRK
MERCK & CO INC
-$178.2K
26,080
+3%
减持
TMUS
T-MOBILE US INC
+$174.5K
6,629
-2%
减持
CSCO
CISCO SYS INC
-$167.4K
17,574
-24%
增持
COP
CONOCOPHILLIPS
+$160.5K
4,308
+68%
减持
MCD
MCDONALDS CORP
+$154.4K
5,679
-8%
增持
TJX
TJX COS INC NEW
+$154.3K
11,834
+5%
减持
JNJ
JOHNSON & JOHNSON
+$153.9K
29,111
-7%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$151.2K
40,179
-1%
增持
IGSB
ISHARES TR
+$150.3K
54,414
+3%
增持
INDB
INDEPENDENT BK CORP MASS
+$149.1K
16,350
+1%
减持
AXP
AMERICAN EXPRESS CO
+$136.5K
3,653
-1%
增持
VTIP
VANGUARD MALVERN FDS
+$122.0K
32,335
+7%
减持
—
EXXON MOBIL CORP
-$115.4K
45,849
-4%
减持
VOO
VANGUARD INDEX FDS
+$109.3K
4,341
-0%
减持
EFAV
ISHARES TR
+$109.2K
19,414
-2%
增持
EEMV
ISHARES INC
+$107.7K
12,611
+6%
增持
XBI
SPDR SER TR
+$105.7K
3,435
+36%
减持
FDX
FEDEX CORP
-$101.2K
2,723
-4%
减持
JPM
JPMORGAN CHASE & CO.
+$93.2K
17,893
-2%
增持
CI
THE CIGNA GROUP
+$92.5K
3,914
+2%
减持
CL
COLGATE PALMOLIVE CO
+$86.6K
13,904
-1%
减持
UNP
UNION PAC CORP
+$82.6K
4,441
-1%
减持
NVDA
NVIDIA CORPORATION
-$82.4K
12,455
-4%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$80.8K
27,830
-6%
增持
CRM
SALESFORCE INC
+$75.6K
1,113
+25%
减持
HON
HONEYWELL INTL INC
-$70.4K
3,528
-6%
减持
—
ASTRAZENECA PLC
-$70.3K
9,578
-9%
减持
—
ISHARES TR
-$62.5K
15,446
-15%
减持
—
NXP SEMICONDUCTORS N V
-$61.4K
2,000
-1%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$58.9K
14,807
+3%
增持
CTA
SIMPLIFY EXCHANGE TRADED FUN
+$58.7K
44,435
+9%
减持
TXN
TEXAS INSTRS INC
+$58.6K
6,223
-1%
减持
HIG
HARTFORD FINL SVCS GROUP INC
+$58.1K
3,456
-0%
减持
DIS
DISNEY WALT CO
-$57.3K
7,894
-4%
减持
COST
COSTCO WHSL CORP NEW
+$57.3K
3,547
-2%
减持
XLP
SELECT SECTOR SPDR TR
-$54.4K
5,955
-17%
减持
—
UNILEVER PLC
+$54.1K
6,529
-3%
减持
DHR
DANAHER CORPORATION
+$53.9K
2,276
-2%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$53.8K
17,432
-15%
减持
—
LINDE PLC
+$52.9K
2,047
-3%
减持
CMCSA
COMCAST CORP NEW
-$52.9K
7,131
-20%
增持
MSFT
MICROSOFT CORP
+$51.2K
35,203
+4%
减持
EMR
EMERSON ELEC CO
-$49.6K
7,482
-5%
建仓
AMLX
AMYLYX PHARMACEUTICALS INC
+$48.6K
15,000
减持
GBTC
GRAYSCALE BITCOIN TR BTC
-$48.4K
16,016
-1%
减持
ALL
ALLSTATE CORP
+$47.4K
2,645
-7%
增持
BSV
VANGUARD BD INDEX FDS
+$45.7K
17,946
+1%
减持
PSX
PHILLIPS 66
-$44.4K
2,973
-4%
减持
KMB
KIMBERLY-CLARK CORP
-$44.1K
2,732
-13%
减持
PXF
INVESCO EXCH TRADED FD TR II
+$44.0K
23,476
-3%
减持
XLU
SELECT SECTOR SPDR TR
+$43.5K
4,113
-3%
增持
QARP
DBX ETF TR
+$41.0K
5,828
+9%
减持
TRV
TRAVELERS COMPANIES INC
+$40.3K
2,658
-7%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$40.1K
31,920
-9%
减持
PFE
PFIZER INC
-$37.9K
33,219
-7%
减持
XLV
SELECT SECTOR SPDR TR
+$32.8K
5,821
-2%
减持
MELI
MERCADOLIBRE INC
+$30.4K
175
-13%
增持
SHEL
SHELL PLC
-$29.8K
6,811
+3%
减持
QDF
FLEXSHARES TR
-$28.7K
6,792
-12%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$27.5K
8,500
-6%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$26.7K
22,259
-5%
