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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 122 项
建仓 15
增持 53
减持 53
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
SPY
SPDR S&P 500 ETF TR
+$4.3M
24,323
+26%
减持
AAPL
APPLE INC
+$4.2M
87,680
-1%
减持
GOOGL
ALPHABET INC
+$2.2M
32,672
-0%
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
EFA
ISHARES TR
+$1.7M
156,529
+8%
增持
CAT
CATERPILLAR INC
+$1.6M
17,975
+0%
增持
VUG
VANGUARD INDEX FDS
+$1.6M
38,017
+0%
增持
VB
VANGUARD INDEX FDS
+$1.3M
52,145
+4%
增持
EEM
ISHARES TR
+$1.2M
146,460
+6%
减持
GDX
VANECK ETF TRUST
+$1.1M
47,404
-1%
增持
MSFT
MICROSOFT CORP
+$896.4K
35,553
+1%
增持
VTV
VANGUARD INDEX FDS
+$841.8K
34,781
+9%
增持
ETH
GRAYSCALE ETHEREUM MINI TR E
+$822.4K
46,828
+10%
减持
JNJ
JOHNSON & JOHNSON
+$812.9K
25,546
-1%
增持
GLD
SPDR GOLD TR
+$739.3K
13,980
+1%
增持
VO
VANGUARD INDEX FDS
+$676.6K
41,055
+1%
增持
HD
HOME DEPOT INC
+$643.1K
15,122
+1%
增持
JPM
JPMORGAN CHASE & CO.
+$541.5K
17,561
+2%
减持
ABBV
ABBVIE INC
+$509.7K
12,757
-3%
减持
ETHE
GRAYSCALE ETHEREUM TRUST ETF
+$465.9K
35,077
-1%
减持
PXH
INVESCO EXCH TRADED FD TR II
+$399.5K
204,284
-0%
建仓
—
GRAYSCALE COINDESK CRYPTO
+$389.0K
6,958
增持
IDXX
IDEXX LABS INC
+$373.8K
3,248
+2%
增持
VTI
VANGUARD INDEX FDS
+$364.9K
14,114
+1%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$362.9K
4,999
-2%
增持
GOOG
ALPHABET INC
+$355.3K
5,142
+2%
减持
—
ACCENTURE PLC IRELAND
-$342.7K
6,062
-1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$338.9K
41,993
+7%
增持
RTX
RTX CORPORATION
+$312.6K
11,255
+5%
增持
WMT
WALMART INC
+$290.3K
53,691
+0%
建仓
JMST
J P MORGAN EXCHANGE TRADED F
+$277.1K
5,430
减持
QUAL
ISHARES TR
+$274.4K
24,256
-0%
增持
BLK
BLACKROCK INC
+$269.3K
1,625
+5%
建仓
MHK
MOHAWK INDS INC
+$257.8K
2,000
减持
DGRW
WISDOMTREE TR
+$251.2K
51,386
-0%
增持
ACWI
ISHARES TR
+$245.7K
21,382
+1%
增持
BTC
GRAYSCALE BITCOIN MINI TR ET
+$243.4K
37,503
+8%
减持
RKLB
ROCKET LAB CORP
+$239.1K
23,438
-5%
建仓
ISTB
ISHARES TR
+$231.2K
4,734
减持
META
META PLATFORMS INC
-$228.9K
9,566
-3%
建仓
BX
BLACKSTONE INC
+$227.7K
1,333
建仓
GPC
GENUINE PARTS CO
+$227.0K
1,638
增持
VOO
VANGUARD INDEX FDS
+$225.6K
3,807
+3%
建仓
ESGD
ISHARES TR
+$225.2K
2,422
建仓
VGT
VANGUARD WORLD FD
+$224.0K
300
建仓
HXL
HEXCEL CORP NEW
+$219.4K
3,500
建仓
DE
DEERE & CO
+$219.0K
479
建仓
BDYN
BLACKROCK ETF TRUST
+$217.4K
8,590
清仓
ZTS
ZOETIS INC
-$214.4K
0
-100%
建仓
BWXT
BWX TECHNOLOGIES INC
+$210.6K
1,142
增持
CVX
CHEVRON CORP NEW
+$206.5K
9,863
+7%
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$206.2K
2,746
建仓
PWR
QUANTA SVCS INC
+$203.1K
490
增持
SHY
ISHARES TR
+$201.2K
41,775
+6%
增持
BABA
ALIBABA GROUP HLDG LTD
+$199.5K
2,395
+19%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$168.0K
3,547
+7%
减持
KLAC
KLA CORP
+$152.9K
841
-0%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$134.1K
11,083
-19%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$133.6K
13,827
+4%
增持
VSTM
VERASTEM INC
+$133.2K
26,249
+11%
减持
PG
PROCTER AND GAMBLE CO
-$131.7K
21,957
-0%
增持
CL
COLGATE PALMOLIVE CO
-$129.3K
14,157
+2%
增持
FSK
FS KKR CAP CORP
-$122.6K
23,565
+3%
增持
IAU
ISHARES GOLD TR
+$121.5K
7,467
+10%
减持
USMV
ISHARES TR
-$118.1K
30,645
-5%
增持
V
VISA INC
-$117.3K
13,283
+1%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$116.8K
7,042
+39%
增持
FLRN
SPDR SERIES TRUST
+$116.1K
114,648
+3%
增持
LLY
ELI LILLY & CO
+$115.9K
4,351
+6%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$113.4K
7,587
-0%
减持
MRK
MERCK & CO INC
+$112.3K
26,034
-1%
减持
NVDA
NVIDIA CORPORATION
+$95.1K
10,235
-11%
减持
DHR
DANAHER CORPORATION
-$91.4K
2,257
-17%
减持
LRCX
LAM RESEARCH CORP
+$88.3K
3,000
-7%
减持
ITW
ILLINOIS TOOL WKS INC
+$82.1K
6,098
-0%
增持
AGG
ISHARES TR
+$77.7K
22,035
+3%
减持
PXF
INVESCO EXCH TRADED FD TR II
+$77.0K
23,406
-1%
建仓
NIO
NIO INC
+$76.2K
10,000
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$75.9K
33,415
+5%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$73.9K
6,826
-0%
增持
WM
WASTE MGMT INC DEL
-$71.5K
12,525
+1%
增持
TXN
TEXAS INSTRS INC
-$70.8K
6,777
+7%
减持
MRSH
MARSH & MCLENNAN COS INC
-$66.5K
3,833
-0%
增持
UBER
UBER TECHNOLOGIES INC
+$64.9K
11,355
+1%
增持
PFE
PFIZER INC
+$63.2K
31,437
+3%
减持
NEE
NEXTERA ENERGY INC
+$62.3K
14,923
-3%
减持
MDLZ
MONDELEZ INTL INC
-$61.9K
12,247
-0%
增持
CRM
SALESFORCE INC
+$60.6K
2,863
+26%
减持
AVGO
BROADCOM INC
+$58.9K
3,905
-12%
减持
CHD
CHURCH & DWIGHT CO INC
-$58.4K
3,202
-9%
减持
CTA
SIMPLIFY EXCHANGE TRADED FUN
+$57.3K
55,091
-1%
增持
VTIP
VANGUARD MALVERN FDS
+$51.4K
31,145
+3%
减持
ARES
ARES MANAGEMENT CORPORATION
-$50.7K
3,798
-0%
减持
SHEL
SHELL PLC
-$50.7K
8,249
-9%
增持
CPNG
COUPANG INC
+$50.2K
10,155
+10%
减持
AMP
AMERIPRISE FINL INC
-$46.5K
1,081
-0%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$43.8K
35,135
+0%
减持
—
ASTRAZENECA PLC
+$42.3K
9,248
-3%
减持
ACWX
ISHARES TR
+$42.0K
11,302
-1%
增持
COST
COSTCO WHSL CORP NEW
-$40.4K
3,768
+6%
增持
IGSB
ISHARES TR
+$38.4K
49,862
+1%
增持
UNP
UNION PAC CORP
+$37.7K
4,830
+1%
减持
XLE
SELECT SECTOR SPDR TR
-$36.5K
5,994
-11%
减持
ABT
ABBOTT LABS
-$36.2K
17,428
-0%
减持
EMR
EMERSON ELEC CO
-$34.3K
6,669
-2%
减持
KKR
KKR & CO INC
-$34.2K
9,364
-0%
减持
MS
MORGAN STANLEY
+$30.8K
1,707
-0%
减持
HUBB
HUBBELL INC
+$26.5K
1,227
-0%
增持
AMZN
AMAZON COM INC
+$23.1K
42,768
+0%
减持
—
TOTALENERGIES SE
-$22.7K
7,664
-2%
减持
COP
CONOCOPHILLIPS
+$17.9K
3,719
-0%
减持
QCOM
QUALCOMM INC
-$16.0K
1,511
-10%
减持
QARP
DBX ETF TR
+$16.0K
5,769
-1%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$15.8K
19,609
-5%
减持
EDIT
EDITAS MEDICINE INC
+$13.7K
12,500
-7%
减持
UNH
UNITEDHEALTH GROUP INC
+$13.4K
1,021
-6%
增持
ISRG
INTUITIVE SURGICAL INC
+$12.4K
645
+27%
减持
MMM
3M CO
+$9.9K
5,703
-1%
增持
SHV
ISHARES TR
+$8.7K
6,414
+1%
增持
ADBE
ADOBE INC
+$6.6K
1,767
+11%
减持
MA
MASTERCARD INCORPORATED
+$4.7K
1,912
-1%
减持
BSV
VANGUARD BD INDEX FDS
+$1.0K
17,929
-0%
减持
SHW
SHERWIN WILLIAMS CO
+$320
821
-1%
