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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 14
增持 84
减持 43
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$3.0M
89,798
-2%
增持
—
EXXON MOBIL CORP
+$2.1M
58,645
+29%
增持
EFA
ISHARES TR
+$1.8M
130,403
+11%
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
VUG
VANGUARD INDEX FDS
-$1.3M
37,475
+1%
增持
MSFT
MICROSOFT CORP
-$1.3M
35,570
+2%
清仓
TREX
TREX CO INC
-$1.2M
0
-100%
增持
AMZN
AMAZON COM INC
-$902.3K
41,828
+4%
增持
EEM
ISHARES TR
+$879.7K
124,759
+14%
增持
VB
VANGUARD INDEX FDS
-$812.2K
47,995
+1%
减持
ITW
ILLINOIS TOOL WKS INC
-$807.9K
6,310
-33%
增持
JNJ
JOHNSON & JOHNSON
+$765.9K
29,368
+3%
增持
GLD
SPDR GOLD TR
+$762.8K
14,843
+2%
建仓
UBER
UBER TECHNOLOGIES INC
+$715.3K
9,818
增持
SHY
ISHARES TR
+$647.9K
33,690
+29%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$647.6K
42,930
+34%
增持
GOOGL
ALPHABET INC
-$626.0K
32,404
+9%
增持
V
VISA INC
+$569.6K
12,932
+3%
增持
BTC
GRAYSCALE BITCOIN MINI TR ET
+$556.2K
31,849
+120%
减持
GDX
VANECK ETF TRUST
+$494.8K
45,534
-3%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$472.3K
12,187
+5%
减持
ETHE
GRAYSCALE ETHEREUM TRUST ETF
-$463.8K
36,072
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$458.2K
4,909
+3%
增持
WM
WASTE MGMT INC DEL
+$440.2K
12,184
+3%
增持
MA
MASTERCARD INCORPORATED
+$426.4K
1,927
+61%
增持
TMUS
T-MOBILE US INC
+$424.9K
6,816
+8%
增持
ABT
ABBOTT LABS
+$417.0K
17,445
+4%
减持
FDX
FEDEX CORP
-$379.3K
1,500
-43%
清仓
NVO
NOVO-NORDISK A S
-$374.7K
0
-100%
减持
QUAL
ISHARES TR
-$365.9K
27,514
-3%
减持
RKLB
ROCKET LAB USA INC
-$348.8K
24,708
-20%
减持
AEM
AGNICO EAGLE MINES LTD
+$339.8K
11,731
-2%
建仓
—
MEDTRONIC PLC
+$298.1K
3,317
增持
VTV
VANGUARD INDEX FDS
+$297.6K
32,734
+3%
减持
AVGO
BROADCOM INC
-$296.5K
4,460
-1%
清仓
—
UNILEVER PLC
-$295.9K
0
-100%
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$293.3K
605
增持
TJX
TJX COS INC NEW
+$289.1K
14,111
+19%
减持
VTI
VANGUARD INDEX FDS
-$283.8K
10,985
-4%
建仓
PH
PARKER-HANNIFIN CORP
+$282.0K
464
增持
—
LINDE PLC
+$268.0K
2,389
+18%
增持
MCD
MCDONALDS CORP
+$267.1K
6,154
+8%
增持
—
CHUBB LIMITED
+$263.5K
7,449
+4%
建仓
ISRG
INTUITIVE SURGICAL INC
+$263.0K
531
减持
MRSH
MARSH & MCLENNAN COS INC
-$252.9K
3,837
-31%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$247.0K
38,439
+7%
增持
PG
PROCTER AND GAMBLE CO
+$242.1K
22,294
+5%
增持
CVX
CHEVRON CORP NEW
+$242.0K
9,682
+2%
建仓
INTU
INTUIT
+$238.2K
388
增持
COST
COSTCO WHSL CORP NEW
+$237.1K
3,687
+4%
增持
HD
HOME DEPOT INC
-$236.5K
15,112
+2%
增持
JPM
JPMORGAN CHASE & CO.
+$235.4K
18,445
+3%
建仓
GPC
GENUINE PARTS CO
+$233.2K
1,957
清仓
BX
BLACKSTONE INC
-$229.8K
0
-100%
清仓
—
ISHARES TR
-$227.9K
0
-100%
建仓
ZTS
ZOETIS INC
+$226.4K
1,375
增持
RSG
REPUBLIC SVCS INC
+$225.6K
1,775
+75%
减持
IGM
ISHARES TR
-$223.5K
2,500
-43%
清仓
HXL
HEXCEL CORP NEW
-$219.4K
0
-100%
建仓
AEP
AMERICAN ELEC PWR CO INC
+$218.5K
2,000
减持
PXH
INVESCO EXCH TRADED FD TR II
+$218.3K
208,664
-1%
清仓
DELL
DELL TECHNOLOGIES INC
-$216.8K
0
-100%
减持
LLY
ELI LILLY & CO
+$215.1K
4,075
-0%
清仓
MS
MORGAN STANLEY
-$214.7K
0
-100%
增持
TTD
THE TRADE DESK INC
-$212.9K
4,700
+18%
清仓
PHO
INVESCO EXCHANGE TRADED FD T
-$210.5K
0
-100%
建仓
DE
DEERE & CO
+$209.8K
447
减持
CI
THE CIGNA GROUP
+$206.2K
3,912
-0%
建仓
NKE
NIKE INC
+$205.9K
3,244
建仓
OMC
OMNICOM GROUP INC
+$205.0K
2,472
建仓
CPNG
COUPANG INC
+$202.6K
9,240
增持
SPY
SPDR S&P 500 ETF TR
-$201.1K
19,985
+3%
增持
VO
VANGUARD INDEX FDS
-$200.7K
41,511
+0%
增持
IJR
ISHARES TR
+$199.5K
4,603
+88%
减持
VOO
VANGUARD INDEX FDS
-$195.8K
4,179
-4%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$193.7K
7,588
+5%
减持
ALL
ALLSTATE CORP
-$190.9K
1,350
-45%
增持
—
CHECK POINT SOFTWARE TECH LT
+$190.0K
2,543
+22%
增持
MDLZ
MONDELEZ INTL INC
+$180.7K
12,172
+13%
增持
EFAV
ISHARES TR
+$176.8K
18,740
+3%
减持
WMT
WALMART INC
-$170.2K
55,455
-1%
减持
SDY
SPDR SER TR
+$167.5K
52,313
-0%
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$163.0K
14,895
-3%
减持
IVV
ISHARES TR
-$158.3K
943
-19%
增持
XLE
SELECT SECTOR SPDR TR
+$155.0K
8,311
+15%
增持
IEFA
ISHARES TR
+$130.6K
15,639
+4%
增持
KO
COCA COLA CO
+$128.6K
12,408
+2%
减持
DIS
DISNEY WALT CO
-$128.1K
7,544
-4%
增持
ADBE
ADOBE INC
+$123.9K
1,755
+42%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$121.3K
32,750
+7%
增持
IAU
ISHARES GOLD TR
+$120.2K
6,850
+20%
增持
META
META PLATFORMS INC
+$119.5K
9,462
+4%
增持
MRK
MERCK & CO INC
-$117.8K
28,427
+6%
减持
PFE
PFIZER INC
-$117.8K
30,129
-9%
增持
TSLA
TESLA INC
-$115.2K
1,000
+8%
增持
FLRN
SPDR SER TR
+$114.3K
107,563
+3%
增持
UNH
UNITEDHEALTH GROUP INC
+$112.2K
4,407
+2%
减持
HON
HONEYWELL INTL INC
-$112.1K
3,234
-8%
增持
CHD
CHURCH & DWIGHT CO INC
+$110.6K
3,527
+33%
减持
DGRW
WISDOMTREE TR
-$110.3K
58,648
-1%
增持
XYL
XYLEM INC
+$107.3K
2,800
+43%
增持
BLK
BLACKROCK INC
-$105.6K
1,369
+0%
增持
GOOG
ALPHABET INC
-$104.9K
5,517
+9%
减持
INDB
INDEPENDENT BK CORP MASS
-$103.5K
15,100
-8%
增持
PEP
PEPSICO INC
+$102.9K
15,592
+6%
增持
PXF
INVESCO EXCH TRADED FD TR II
+$102.5K
23,596
+1%
增持
XLF
SELECT SECTOR SPDR TR
+$100.1K
10,310
+21%
减持
IWF
ISHARES TR
-$97.3K
1,699
-4%
增持
CRM
SALESFORCE INC
+$94.8K
1,740
+56%
增持
AGG
ISHARES TR
+$94.7K
20,569
+3%
减持
SHEL
SHELL PLC
+$90.5K
8,610
-0%
减持
STT
STATE STR CORP
-$90.3K
4,779
-9%
增持
IDXX
IDEXX LABS INC
+$89.6K
3,096
+6%
增持
CTA
SIMPLIFY EXCHANGE TRADED FUN
+$88.8K
51,275
+0%
减持
XLP
SELECT SECTOR SPDR TR
-$87.0K
3,723
-25%
增持
ECL
ECOLAB INC
+$86.9K
1,549
+19%
减持
IGSB
ISHARES TR
-$86.7K
49,949
-4%
增持
TRV
TRAVELERS COMPANIES INC
+$86.2K
3,618
+0%
增持
XLK
SELECT SECTOR SPDR TR
-$85.1K
3,957
+2%
增持
SYK
STRYKER CORPORATION
+$78.3K
810
+31%
增持
KMB
KIMBERLY-CLARK CORP
+$77.5K
3,062
+12%
减持
—
ASTRAZENECA PLC
+$74.2K
9,548
-0%
增持
STZ
CONSTELLATION BRANDS INC
-$71.8K
2,819
+6%
减持
QDF
FLEXSHARES TR
-$71.2K
5,617
-13%
建仓
KOD
KODIAK SCIENCES INC
+$70.1K
25,000
增持
UNP
UNION PAC CORP
+$65.7K
4,758
+3%
增持
NEE
NEXTERA ENERGY INC
+$65.3K
16,761
+7%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$64.4K
21,939
-1%
增持
ORCL
ORACLE CORP
+$63.9K
6,706
+28%
增持
XLV
SELECT SECTOR SPDR TR
+$63.8K
5,485
+2%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$61.9K
12,582
+22%
减持
USMV
ISHARES TR
+$58.9K
39,141
-4%
减持
LMT
LOCKHEED MARTIN CORP
-$55.7K
750
-7%
增持
DHR
DANAHER CORPORATION
+$49.4K
2,728
+23%
增持
QQQ
INVESCO QQQ TR
+$43.8K
3,303
+12%
增持
XLI
SELECT SECTOR SPDR TR
+$43.5K
3,560
+11%
减持
VTIP
VANGUARD MALVERN FDS
+$42.2K
29,860
-0%
减持
INTC
INTEL CORP
-$35.6K
11,131
-23%
减持
CSCO
CISCO SYS INC
-$34.6K
16,299
-7%
增持
LOW
LOWES COS INC
-$33.7K
4,484
+3%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$31.8K
13,942
-6%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$28.3K
39,083
-1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$27.8K
14,379
-10%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$26.9K
7,161
+3%
减持
LRCX
LAM RESEARCH CORP
-$26.7K
3,220
-11%
增持
TXN
TEXAS INSTRS INC
-$25.0K
6,344
+2%
增持
NVDA
NVIDIA CORPORATION
+$24.8K
13,995
+26%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$24.7K
23,582
+0%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$23.2K
4,975
+6%
增持
—
ACCENTURE PLC IRELAND
+$20.3K
6,056
+14%
增持
ETH
GRAYSCALE ETHEREUM MINI TR E
+$19.6K
40,328
+88%
