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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

25Q4 调仓2025-09-30 → 2025-12-31 · 共 150 项建仓 12增持 65减持 63清仓 10

方向

标的

Δ市值

现股数(环比)

建仓

SGOV ISHARES TR

+$6.7M

66,450

增持

EFA ISHARES TR

+$2.3M

176,664 +13%

增持

GOOGL ALPHABET INC

+$2.3M

32,844 +1%

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

EEM ISHARES TR

+$1.8M

176,230 +20%

增持

VB VANGUARD INDEX FDS

+$1.7M

58,035 +11%

增持

VTI VANGUARD INDEX FDS

+$1.7M

18,740 +33%

减持

CAT CATERPILLAR INC

+$1.6M

17,753 -1%

增持

VUG VANGUARD INDEX FDS

+$1.5M

40,491 +7%

减持

AAPL APPLE INC

+$1.4M

87,287 -0%

增持

SHY ISHARES TR

+$1.3M

56,970 +36%

增持

MSFT MICROSOFT CORP

-$1.2M

35,652 +0%

增持

VTV VANGUARD INDEX FDS

+$1.1M

39,721 +14%

减持

LLY ELI LILLY & CO

+$1.1M

4,080 -6%

增持

VCIT VANGUARD SCOTTSDALE FDS

+$1.0M

47,414 +35%

减持

TMUS T-MOBILE US INC

-$968.7K

3,265 -52%

减持

HD HOME DEPOT INC

-$964.7K

15,003 -1%

增持

SPY SPDR S&P 500 ETF TR

+$907.2K

25,092 +3%

增持

VO VANGUARD INDEX FDS

+$854.1K

44,496 +8%

增持

GLD SPDR GOLD TR

+$776.2K

14,498 +4%

增持

JMST J P MORGAN EXCHANGE TRADED F

+$724.8K

19,670 +262%

增持

ORCL ORACLE CORP

-$577.1K

6,968 +1%

增持

MUB ISHARES TR

+$549.3K

10,080 +102%

增持

WMT WALMART INC

+$536.2K

54,480 +1%

减持

MRK MERCK & CO INC

+$535.8K

25,849 -1%

增持

AMZN AMAZON COM INC

+$516.7K

42,922 +0%

建仓

— TOTALENERGIES SE

+$486.4K

7,439

减持

RKLB ROCKET LAB CORP

+$468.9K

22,818 -3%

清仓

— TOTALENERGIES SE

-$457.5K

0 -100%

减持

CTA SIMPLIFY EXCHANGE TRADED FUN

-$442.2K

40,306 -27%

减持

GDX VANECK ETF TRUST

+$440.7K

47,364 -0%

减持

TMO THERMO FISHER SCIENTIFIC INC

+$428.6K

4,924 -2%

增持

AGG ISHARES TR

+$414.2K

26,264 +19%

减持

ETHE GRAYSCALE ETHEREUM TRUST ETF

-$398.4K

32,977 -6%

减持

GBTC GRAYSCALE BITCOIN TRUST ETF

-$367.8K

13,720 -6%

增持

— EXXON MOBIL CORP

+$345.8K

44,677 +0%

建仓

TSLA TESLA INC

+$289.6K

644

减持

GOOG ALPHABET INC

+$278.1K

4,877 -5%

清仓

STZ CONSTELLATION BRANDS INC

-$275.9K

0 -100%

减持

NVDA NVIDIA CORPORATION

-$271.1K

8,786 -14%

减持

AEM AGNICO EAGLE MINES LTD

-$269.0K

10,077 -14%

增持

FLRN SPDR SERIES TRUST

+$247.0K

123,171 +7%

减持

PG PROCTER AND GAMBLE CO

-$239.2K

21,872 -0%

建仓

CMI CUMMINS INC

+$237.4K

465

建仓

COR CENCORA INC

+$236.4K

700

清仓

ISTB ISHARES TR

-$231.2K

0 -100%

清仓

TTD THE TRADE DESK INC

-$230.3K

0 -100%

清仓

GPC GENUINE PARTS CO

-$227.0K

0 -100%

清仓

ESGD ISHARES TR

-$225.2K

0 -100%

清仓

CARR CARRIER GLOBAL CORPORATION

-$224.5K

0 -100%

清仓

DE DEERE & CO

-$219.0K

0 -100%

减持

— CHUBB LIMITED

+$216.9K

7,422 -0%

增持

AVGO BROADCOM INC

+$216.5K

4,348 +11%

建仓

TTMI TTM TECHNOLOGIES INC

+$215.8K

3,128

增持

— GRAYSCALE COINDESK CRYPTO

+$214.3K

14,598 +110%

清仓

BWXT BWX TECHNOLOGIES INC

-$210.6K

0 -100%

清仓

GEHC GE HEALTHCARE TECHNOLOGIES I

-$206.2K

0 -100%

增持

FBTC FIDELITY WISE ORIGIN BITCOIN

-$205.2K

15,412 +11%

增持

NFLX NETFLIX INC

+$202.2K

8,320 +1626%

减持

BLK BLACKROCK INC

-$200.2K

1,583 -3%

增持

IBM INTERNATIONAL BUSINESS MACHS

+$184.4K

11,517 +1%

增持

— ASTRAZENECA PLC

+$157.1K

9,427 +2%

增持

ISRG INTUITIVE SURGICAL INC

+$156.1K

785 +22%

减持

MDLZ MONDELEZ INTL INC

-$154.0K

11,352 -7%

减持

— CHECK POINT SOFTWARE TECH LT

-$150.8K

2,023 -20%

增持

TJX TJX COS INC NEW

+$145.4K

14,450 +1%

减持

— LINDE PLC

-$137.7K

2,334 -2%

减持

— RENAISSANCERE HLDGS LTD

-$137.6K

1,678 -30%

减持

SDY SPDR SERIES TRUST

-$137.5K

50,770 -1%

建仓

CPSH CPS TECHNOLOGIES CORP

+$135.7K

43,900

减持

TXN TEXAS INSTRS INC

-$119.5K

6,488 -4%

增持

— EATON CORP PLC

-$109.7K

2,035 +0%

增持

COST COSTCO WHSL CORP NEW

-$109.1K

3,918 +4%

增持

DIS DISNEY WALT CO

+$108.4K

8,314 +14%

建仓

GSOL GRAYSCALE SOLANA TR ETF

+$104.2K

11,450

减持

XNTK SPDR SERIES TRUST

-$102.1K

1,200 -25%

减持

BRK/B BERKSHIRE HATHAWAY INC DEL

-$100.8K

3,347 -6%

增持

META META PLATFORMS INC

-$96.8K

10,496 +10%

减持

UNH UNITEDHEALTH GROUP INC

-$95.7K

778 -24%

增持

ACWI ISHARES TR

+$91.8K

21,540 +1%

增持

ABT ABBOTT LABS

-$90.9K

17,906 +3%

增持

CRM SALESFORCE INC

+$90.5K

2,903 +1%

增持

AXP AMERICAN EXPRESS CO

+$87.6K

2,098 +1%

减持

KKR KKR & CO INC

-$86.9K

8,864 -5%

增持

CPNG COUPANG INC

-$83.5K

10,320 +2%

减持

BMY BRISTOL-MYERS SQUIBB CO

+$82.9K

10,803 -3%

减持

USMV ISHARES TR

-$82.8K

30,085 -2%

减持

— ACCENTURE PLC IRELAND

-$78.8K

5,278 -13%

减持

WSM WILLIAMS SONOMA INC

-$75.5K

3,583 -2%

减持

IDXX IDEXX LABS INC

+$74.2K

3,177 -2%

增持

BABA ALIBABA GROUP HLDG LTD

-$71.9K

2,430 +1%

减持

LRCX LAM RESEARCH CORP

+$70.8K

2,760 -8%

增持

SHV ISHARES TR

+$69.4K

7,064 +10%

减持

CVX CHEVRON CORP NEW

-$67.1K

9,609 -3%

减持

RTX RTX CORPORATION

+$66.8K

10,633 -6%

减持

JPM JPMORGAN CHASE & CO.

+$66.4K

17,397 -1%

减持

V VISA INC

+$65.4K

13,116 -1%

增持

XLU SELECT SECTOR SPDR TR

-$63.9K

5,498 +61%

减持

BSV VANGUARD BD INDEX FDS

-$62.7K

17,156 -4%

减持

MRSH MARSH & MCLENNAN COS INC

-$62.1K

3,829 -0%

建仓

COTY COTY INC

+$61.6K

20,000

减持

DGRW WISDOMTREE TR

-$60.0K

50,445 -2%

增持

PEP PEPSICO INC

+$58.2K

15,379 +1%

增持

QQQ INVESCO QQQ TR

+$58.2K

3,526 +0%

增持

BTC GRAYSCALE BITCOIN MINI TR ET

+$55.6K

50,461 +35%

增持

VGSH VANGUARD SCOTTSDALE FDS

+$49.0K

7,890 +12%

增持

IVV ISHARES TR

+$48.3K

992 +5%

增持

CEG CONSTELLATION ENERGY CORP

+$47.6K

1,438 +3%

减持

ABBV ABBVIE INC

-$45.1K

12,730 -0%

减持

WM WASTE MGMT INC DEL

-$44.8K

12,385 -1%

减持

PFE PFIZER INC

-$43.1K

30,437 -3%

减持

INDB INDEPENDENT BK CORP MASS

+$42.4K

14,872 -2%

减持

QUAL ISHARES TR

+$42.3K

23,966 -1%

增持

WFC WELLS FARGO CO NEW

+$37.4K

2,830 +5%

增持

UNP UNION PAC CORP

+$33.4K

5,080 +5%

增持

EMR EMERSON ELEC CO

+$30.3K

6,820 +2%

减持

JPST J P MORGAN EXCHANGE TRADED F

-$30.0K

32,915 -1%

增持

MCD MCDONALDS CORP

+$29.5K

5,804 +1%

减持

LDEM ISHARES TR

-$28.5K

4,560 -8%

增持

XLE SELECT SECTOR SPDR TR

-$26.8K

11,378 +90%

建仓

— FUBOTV INC

+$25.2K

10,000

增持

XLK SELECT SECTOR SPDR TR

+$23.1K

7,590 +100%

减持

BND VANGUARD BD INDEX FDS

-$21.9K

7,677 -3%

减持

CL COLGATE PALMOLIVE CO

-$20.5K

14,062 -1%

增持

MA MASTERCARD INCORPORATED

+$19.4K

1,939 +1%

减持

FSK FS KKR CAP CORP

-$17.6K

22,565 -4%

增持

ETH GRAYSCALE ETHEREUM MINI TR E

+$17.2K

65,997 +41%

建仓

— AMERICAN BITCOIN CORP.

+$17.0K

10,000

增持

PWR QUANTA SVCS INC

+$16.8K

521 +6%

减持

EEMV ISHARES INC

-$16.4K

6,887 -4%

增持

VTIP VANGUARD MALVERN FDS

-$15.6K

31,566 +1%

增持

EFAV ISHARES TR

+$13.7K

5,840 +1%

增持

VWO VANGUARD INTL EQUITY INDEX F

+$12.6K

42,556 +1%

增持

UBER UBER TECHNOLOGIES INC

-$12.6K

13,461 +19%

增持

KOMP SPDR SERIES TRUST

+$11.4K

4,095 +9%

建仓

CGC CANOPY GROWTH CORP

+$11.4K

10,020

增持

ALL ALLSTATE CORP

+$10.6K

1,443 +7%

减持

UNM UNUM GROUP

-$10.2K

5,736 -2%

减持

VGIT VANGUARD SCOTTSDALE FDS

-$9.6K

6,956 -2%

减持

VCSH VANGUARD SCOTTSDALE FDS

-$9.4K

23,187 -0%

增持

EASG DBX ETF TR

+$8.5K

9,185 +1%

增持

WMB WILLIAMS COS INC

+$8.1K

4,837 +8%

减持

HUBB HUBBELL INC

+$7.6K

1,206 -2%

减持

NEE NEXTERA ENERGY INC

+$7.3K

14,124 -5%

减持

VIG VANGUARD SPECIALIZED FUNDS

+$7.2K

6,735 -1%

减持

XLV SELECT SECTOR SPDR TR

+$6.8K

4,444 -9%

减持

VOO VANGUARD INDEX FDS

-$6.6K

3,707 -3%

增持

IGSB ISHARES TR

-$5.8K

49,894 +0%

减持

ARES ARES MANAGEMENT CORPORATION

-$5.0K

3,726 -2%

减持

IAU ISHARES GOLD TR

-$4.8K

6,635 -11%

减持

COP CONOCOPHILLIPS

-$4.6K

3,709 -0%