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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 140 项
建仓 7
增持 44
减持 74
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
VUG
VANGUARD INDEX FDS
+$1.4M
37,086
+3%
建仓
BLK
BLACKROCK INC
+$1.4M
1,367
清仓
—
BLACKROCK INC
-$1.4M
0
-100%
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。
减持
AAPL
APPLE INC
+$1.4M
91,499
-1%
减持
AMZN
AMAZON COM INC
+$1.3M
40,387
-1%
增持
VTV
VANGUARD INDEX FDS
+$1.1M
31,641
+31%
减持
EFA
ISHARES TR
-$1.0M
117,363
-1%
增持
QQQ
INVESCO QQQ TR
+$940.4K
2,944
+154%
增持
GOOGL
ALPHABET INC
+$880.2K
29,778
+4%
减持
SDY
SPDR SER TR
-$747.9K
52,463
-3%
建仓
ETH
GRAYSCALE ETHEREUM MINI TR E
+$674.9K
21,432
减持
JNJ
JOHNSON & JOHNSON
-$613.3K
28,381
-3%
建仓
BTC
GRAYSCALE BITCOIN MINI TR ET
+$606.0K
14,473
增持
SPY
SPDR S&P 500 ETF TR
+$593.8K
19,418
+3%
减持
LLY
ELI LILLY & CO
-$558.0K
4,081
-3%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$534.7K
4,714
-2%
减持
MSFT
MICROSOFT CORP
-$519.7K
34,705
-1%
减持
—
EXXON MOBIL CORP
-$488.3K
45,423
-1%
减持
WMT
WALMART INC
+$475.9K
55,767
-1%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$426.7K
9,104
-18%
减持
V
VISA INC
+$412.1K
12,538
-3%
清仓
TD
TORONTO DOMINION BK ONT
-$398.9K
0
-100%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$390.4K
10,341
+27%
增持
FLRN
SPDR SER TR
+$389.9K
104,158
+14%
减持
UNH
UNITEDHEALTH GROUP INC
-$377.2K
4,341
-1%
减持
AXP
AMERICAN EXPRESS CO
-$375.4K
2,073
-43%
清仓
—
GRAYSCALE ETHEREUM MINI TR E
-$370.8K
0
-100%
减持
HD
HOME DEPOT INC
-$365.0K
14,846
-2%
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$324.9K
15,316
-4%
清仓
—
GRAYSCALE BITCOIN MINI TR BT
-$320.6K
0
-100%
减持
ABBV
ABBVIE INC
-$305.9K
13,317
-2%
减持
RKLB
ROCKET LAB USA INC
+$299.4K
31,038
-39%
清仓
CMCSA
COMCAST CORP NEW
-$297.9K
0
-100%
减持
GDX
VANECK ETF TRUST
-$294.7K
47,137
-1%
增持
MRK
MERCK & CO INC
-$292.2K
26,834
+3%
增持
VTI
VANGUARD INDEX FDS
+$276.6K
11,397
+7%
清仓
NKE
NIKE INC
-$276.3K
0
-100%
增持
CTA
SIMPLIFY EXCHANGE TRADED FUN
+$273.6K
51,235
+15%
减持
IDXX
IDEXX LABS INC
-$273.3K
2,928
-0%
建仓
LRCX
LAM RESEARCH CORP
+$260.8K
3,610
增持
PEP
PEPSICO INC
-$254.2K
14,698
+0%
增持
TRV
TRAVELERS COMPANIES INC
+$248.3K
3,614
+36%
增持
VB
VANGUARD INDEX FDS
+$239.1K
47,674
+1%
增持
AGG
ISHARES TR
+$238.5K
20,021
+19%
清仓
—
MEDTRONIC PLC
-$235.5K
0
-100%
增持
ETHE
GRAYSCALE ETHEREUM TRUST ETF
+$230.6K
36,147
+1%
增持
SHV
ISHARES TR
+$229.3K
6,659
+46%
清仓
VRTX
VERTEX PHARMACEUTICALS INC
-$220.9K
0
-100%
清仓
SLB
SCHLUMBERGER LTD
-$220.6K
0
-100%
清仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$219.7K
0
-100%
减持
NEE
NEXTERA ENERGY INC
-$215.9K
15,663
-1%
建仓
MS
MORGAN STANLEY
+$214.7K
1,708
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$210.6K
36,076
+13%
清仓
GPC
GENUINE PARTS CO
-$206.3K
0
-100%
减持
EFAV
ISHARES TR
-$205.7K
18,150
-7%
清仓
AEP
AMERICAN ELEC PWR CO INC
-$205.2K
0
-100%
清仓
AKAM
AKAMAI TECHNOLOGIES INC
-$201.9K
0
-100%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$198.7K
6,926
+22%
清仓
ICLN
ISHARES TR
-$198.3K
0
-100%
增持
SHY
ISHARES TR
+$185.0K
26,095
+11%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$182.0K
39,523
-2%
减持
CL
COLGATE PALMOLIVE CO
-$179.8K
13,899
-0%
减持
PG
PROCTER AND GAMBLE CO
-$169.7K
21,218
-1%
减持
IGSB
ISHARES TR
-$162.9K
52,274
-4%
减持
XLV
SELECT SECTOR SPDR TR
-$159.4K
5,358
-8%
增持
TSLA
TESLA INC
+$158.0K
927
+12%
减持
KKR
KKR & CO INC
+$157.7K
9,404
-0%
减持
DGRW
WISDOMTREE TR
-$155.9K
59,236
-0%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$151.2K
32,090
+1%
减持
VTIP
VANGUARD MALVERN FDS
-$146.6K
29,902
-8%
增持
XLI
SELECT SECTOR SPDR TR
+$138.8K
3,211
+53%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$135.9K
22,059
-1%
减持
—
ISHARES TR
-$133.8K
9,773
-37%
减持
—
LINDE PLC
-$131.7K
2,017
-1%
减持
LOW
LOWES COS INC
-$129.6K
4,374
-2%
减持
—
UNILEVER PLC
-$128.2K
5,219
-20%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$124.7K
30,510
+10%
增持
VO
VANGUARD INDEX FDS
+$124.0K
41,405
+1%
减持
DHR
DANAHER CORPORATION
-$122.9K
2,221
-2%
减持
TXN
TEXAS INSTRS INC
-$120.5K
6,213
-0%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$116.3K
23,546
-4%
减持
DIS
DISNEY WALT CO
+$113.3K
7,837
-1%
增持
ACWX
ISHARES TR
+$112.6K
7,461
+54%
减持
STZ
CONSTELLATION BRANDS INC
-$108.1K
2,666
-1%
减持
USMV
ISHARES TR
-$107.4K
40,624
-0%
减持
ITW
ILLINOIS TOOL WKS INC
-$105.8K
9,358
-1%
减持
ADBE
ADOBE INC
-$105.8K
1,235
-2%
减持
XLP
SELECT SECTOR SPDR TR
-$103.2K
4,975
-16%
增持
PXH
INVESCO EXCH TRADED FD TR II
-$102.7K
210,844
+5%
增持
GLD
SPDR GOLD TR
+$96.6K
14,513
+3%
增持
SHEL
SHELL PLC
+$91.2K
8,626
+27%
减持
EMR
EMERSON ELEC CO
+$86.8K
7,303
-2%
减持
EEMV
ISHARES INC
-$80.0K
12,255
-3%
减持
META
META PLATFORMS INC
+$77.3K
9,110
-1%
减持
QUAL
ISHARES TR
-$74.9K
28,458
-1%
减持
SHW
SHERWIN WILLIAMS CO
-$74.6K
827
-11%
增持
XLE
SELECT SECTOR SPDR TR
+$74.3K
7,257
+16%
增持
MCD
MCDONALDS CORP
-$74.0K
5,710
+1%
减持
AMP
AMERIPRISE FINL INC
-$73.2K
1,082
-22%
增持
VSTM
VERASTEM INC
+$72.5K
26,415
+23%
减持
ECL
ECOLAB INC
-$70.8K
1,305
-12%
减持
MRSH
MARSH & MCLENNAN COS INC
-$61.6K
5,599
-0%
增持
EEM
ISHARES TR
+$61.3K
109,332
+11%
减持
INTC
INTEL CORP
-$60.8K
14,381
-3%
减持
COP
CONOCOPHILLIPS
-$59.0K
3,978
-8%
减持
MMM
3M CO
-$57.4K
5,748
-2%
减持
SYK
STRYKER CORPORATION
-$56.7K
620
-20%
减持
CHD
CHURCH & DWIGHT CO INC
-$55.5K
2,652
-17%
减持
CEG
CONSTELLATION ENERGY CORP
-$53.4K
1,321
-2%
增持
VOO
VANGUARD INDEX FDS
+$53.2K
4,350
+0%
清仓
AMLX
AMYLYX PHARMACEUTICALS INC
-$48.6K
0
-100%
增持
MDLZ
MONDELEZ INTL INC
-$44.8K
10,801
+15%
增持
—
TOTALENERGIES SE
-$44.4K
7,837
+7%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$43.8K
4,757
-0%
减持
BND
VANGUARD BD INDEX FDS
-$43.2K
7,940
-3%
减持
XLU
SELECT SECTOR SPDR TR
-$42.4K
3,829
-7%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$41.2K
5,063
+18%
减持
XBI
SPDR SER TR
-$39.0K
3,335
-3%
减持
IWF
ISHARES TR
+$37.0K
1,770
-1%
增持
UNP
UNION PAC CORP
-$36.3K
4,641
+5%
增持
VGIT
VANGUARD SCOTTSDALE FDS
-$34.7K
14,826
+0%
减持
QDF
FLEXSHARES TR
-$31.9K
6,452
-5%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$31.7K
6,300
+12%
减持
ALL
ALLSTATE CORP
-$31.2K
2,440
-8%
增持
ACWI
ISHARES TR
+$28.4K
20,692
+3%
减持
HXL
HEXCEL CORP NEW
-$27.9K
3,500
-13%
减持
TMUS
T-MOBILE US INC
+$25.1K
6,311
-5%
增持
—
STEM INC
+$21.4K
50,000
+100%
增持
BSV
VANGUARD BD INDEX FDS
-$20.8K
18,006
+0%
减持
NVDA
NVIDIA CORPORATION
-$20.6K
11,110
-11%
建仓
—
FORGE GLOBAL HOLDINGS INC
+$18.6K
20,000
减持
IAU
ISHARES GOLD TR
-$18.5K
5,730
-6%
减持
—
ACCENTURE PLC IRELAND
-$16.1K
5,314
-0%
减持
XLK
SELECT SECTOR SPDR TR
+$15.4K
3,880
-1%
建仓
—
WW INTL INC
+$12.7K
10,000
减持
TOST
TOAST INC
+$5.7K
7,660
-21%
增持
AEM
AGNICO EAGLE MINES LTD
-$3.8K
11,916
+3%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$2.9K
15,997
-8%
增持
WM
WASTE MGMT INC DEL
-$863
11,797
+3%
减持
FDX
FEDEX CORP
-$269
2,648
-3%