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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 134 项
建仓 13
增持 47
减持 62
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP
-$4.0M
35,827
+0%
增持
SGOV
ISHARES TR
+$2.5M
90,700
+36%
减持
CAT
CATERPILLAR INC
+$2.3M
17,590
-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
VB
VANGUARD INDEX FDS
+$2.2M
65,524
+13%
增持
EFA
ISHARES TR
+$2.1M
196,663
+11%
减持
AAPL
APPLE INC
-$1.8M
86,348
-1%
减持
—
EXXON MOBIL CORP
+$1.7M
41,512
-7%
增持
EEM
ISHARES TR
+$1.6M
197,635
+12%
增持
VUG
VANGUARD INDEX FDS
-$1.3M
42,177
+4%
增持
XLE
SELECT SECTOR SPDR TR
+$1.3M
28,748
+153%
增持
VTV
VANGUARD INDEX FDS
+$1.1M
44,151
+11%
减持
JNJ
JOHNSON & JOHNSON
+$943.1K
25,486
-0%
建仓
—
ASTRAZENECA PLC
+$899.5K
4,561
清仓
—
ASTRAZENECA PLC
-$866.6K
0
-100%
减持
GOOGL
ALPHABET INC
-$864.3K
32,744
-0%
建仓
NOW
SERVICENOW INC
+$829.7K
7,936
增持
VO
VANGUARD INDEX FDS
+$829.1K
47,854
+8%
增持
AMZN
AMAZON COM INC
-$825.2K
43,607
+2%
减持
ORCL
ORACLE CORP
-$792.3K
3,846
-45%
减持
WMT
WALMART INC
+$686.1K
54,359
-0%
增持
META
META PLATFORMS INC
-$652.0K
10,970
+5%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$639.2K
11,437
-1%
增持
COST
COSTCO WHOLESALE CORPORATION
+$632.0K
4,025
+3%
减持
GDX
VANECK ETF TRUST
-$629.4K
37,409
-21%
建仓
PTC
PTC INC
+$626.2K
4,395
增持
V
VISA INC
-$625.2K
13,151
+0%
清仓
ADBE
ADOBE INC
-$621.9K
0
-100%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$602.4K
31,470
+60%
减持
AEM
AGNICO EAGLE MINES LTD
-$583.8K
5,540
-45%
减持
RKLB
ROCKET LAB CORP
-$533.7K
16,476
-28%
增持
PXH
INVESCO EXCH TRADED FD TR II
+$528.3K
215,564
+6%
增持
SHY
ISHARES TR
+$497.1K
63,163
+11%
减持
PI
IMPINJ INC
-$459.3K
4,000
-20%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$446.7K
4,896
-1%
清仓
SLV
ISHARES SILVER TR
-$393.0K
0
-100%
减持
—
ACCENTURE PLC IRELAND
-$390.3K
5,173
-2%
建仓
TAN
INVESCO EXCH TRADED FD TR II
+$381.6K
6,850
增持
ABT
ABBOTT LABORATORIES
-$364.0K
18,306
+2%
增持
IDXX
IDEXX LABS INC
-$357.5K
3,189
+0%
减持
MRK
MERCK & CO INC
+$350.4K
25,532
-1%
减持
GEV
GE VERNOVA INC
+$319.9K
1,849
-7%
减持
GE
GE AEROSPACE
-$318.6K
6,506
-7%
减持
CI
THE CIGNA GROUP
-$312.5K
2,777
-27%
减持
GLD
SPDR GOLD TR
+$302.9K
14,057
-3%
增持
ACWX
ISHARES TR
+$298.2K
15,436
+37%
建仓
SNPS
SYNOPSYS INC
+$296.6K
748
清仓
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$264.7K
0
-100%
增持
—
GRAYSCALE COINDESK CRYPTO
+$262.1K
27,745
+90%
增持
SPY
STATE STR SPDR S&P 500 ETF T
-$261.1K
25,909
+3%
减持
CRM
SALESFORCE INC
-$259.6K
2,729
-6%
清仓
QCOM
QUALCOMM INC
-$258.5K
0
-100%
清仓
INTU
INTUIT
-$257.0K
0
-100%
清仓
UNH
UNITEDHEALTH GROUP INC
-$256.8K
0
-100%
减持
ABBV
ABBVIE INC
-$248.8K
12,230
-4%
减持
HD
HOME DEPOT INC
-$246.3K
14,948
-0%
建仓
CRS
CARPENTER TECHNOLOGY CORP
+$242.0K
614
减持
DIS
DISNEY WALT CO
-$241.0K
7,314
-12%
减持
DGRW
WISDOMTREE TR
-$239.9K
48,627
-4%
减持
AVGO
BROADCOM INC
-$235.2K
4,102
-6%
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$234.4K
0
-100%
建仓
BWXT
BWX TECHNOLOGIES INC
+$233.5K
1,142
清仓
PAYX
PAYCHEX INC
-$228.7K
0
-100%
增持
VTIP
VANGUARD MALVERN FDS
+$227.1K
35,802
+13%
清仓
MHK
MOHAWK INDS INC
-$218.6K
0
-100%
建仓
SLB
SLB LIMITED
+$218.4K
4,249
减持
QUAL
ISHARES TR
-$218.1K
23,680
-1%
建仓
CTVA
CORTEVA INC
+$216.8K
2,590
增持
KOMP
SPDR SERIES TRUST
+$216.8K
7,890
+93%
建仓
CARR
CARRIER GLOBAL CORPORATION
+$211.7K
3,760
清仓
BX
BLACKSTONE INC
-$205.5K
0
-100%
建仓
DE
DEERE & CO
+$205.0K
364
减持
NVDA
NVIDIA CORPORATION
-$193.5K
8,286
-6%
减持
KLAC
KLA CORP
+$191.4K
824
-2%
减持
SDY
SPDR SERIES TRUST
+$190.3K
49,715
-2%
减持
PG
PROCTER & GAMBLE CO
-$189.3K
20,390
-7%
减持
FSK
FS KKR CAP CORP
-$182.6K
14,890
-34%
减持
NEE
NEXTERA ENERGY INC
+$177.0K
14,114
-0%
增持
VTI
VANGUARD INDEX FDS
+$164.0K
20,096
+7%
减持
SHV
ISHARES TR
-$158.9K
5,609
-21%
减持
SHEL
SHELL PLC
+$152.8K
7,962
-0%
增持
XLF
SELECT SECTOR SPDR TR
+$151.8K
13,212
+45%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$139.3K
3,220
-4%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$120.4K
44,556
+5%
减持
CEG
CONSTELLATION ENERGY CORP
-$117.3K
1,399
-3%
减持
WM
WASTE MGMT INC DEL
+$116.6K
12,349
-0%
减持
USMV
ISHARES TR
-$115.6K
29,299
-3%
增持
NFLX
NETFLIX INC.
+$113.2K
9,290
+12%
减持
MMM
3M CO
-$105.1K
5,563
-2%
增持
CPSH
CPS TECHNOLOGIES CORP
+$103.3K
63,900
+46%
增持
FLRN
SPDR SERIES TRUST
+$98.9K
126,185
+2%
减持
RTX
RTX CORPORATION
+$96.0K
10,607
-0%
减持
EMR
EMERSON ELEC CO
-$94.7K
6,186
-9%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$86.7K
34,615
+5%
建仓
RDW
REDWIRE CORPORATION
+$85.0K
10,000
增持
ISRG
INTUITIVE SURGICAL INC
+$80.5K
1,139
+45%
减持
PFE
PFIZER INC
+$79.9K
29,837
-2%
减持
KO
COCA COLA CO
+$73.2K
12,169
-0%
减持
PXF
INVESCO EXCH TRADED FD TR II
+$68.8K
22,932
-2%
减持
MRSH
MARSH & MCLENNAN COS INC
-$66.3K
3,713
-3%
增持
IAU
ISHARES GOLD TR
+$66.2K
6,860
+3%
减持
CTA
SIMPLIFY EXCHANGE TRADED FUN
+$64.9K
38,506
-4%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$64.5K
47,207
-0%
减持
LRCX
LAM RESEARCH CORP
+$63.8K
2,510
-9%
减持
HON
HONEYWELL INTL INC
+$63.4K
3,072
-5%
增持
AGG
ISHARES TR
+$62.7K
27,057
+3%
增持
TOST
TOAST INC
-$62.3K
7,710
+3%
减持
TSLA
TESLA INC
-$61.4K
614
-5%
减持
CL
COLGATE PALMOLIVE CO
+$54.3K
13,675
-3%
减持
KMB
KIMBERLY-CLARK CORP
-$54.1K
2,296
-16%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$50.3K
22,687
-2%
减持
WFC
WELLS FARGO & CO
-$48.8K
2,700
-5%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$44.6K
19,148
+24%
增持
BTC
GRAYSCALE BITCOIN MINI TR ET
-$43.9K
63,702
+26%
减持
PEP
PEPSICO INC
+$43.6K
14,494
-6%
增持
BABA
ALIBABA GROUP HLDG LTD
+$42.1K
3,175
+31%
减持
MDLZ
MONDELEZ INTL INC
-$39.8K
9,911
-13%
增持
SUSL
ISHARES TR
-$37.3K
6,051
+1%
减持
SYK
STRYKER CORPORATION
-$35.0K
760
-6%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$31.0K
6,158
+2%
增持
IGSB
ISHARES TR
+$27.0K
50,712
+2%
增持
CPNG
COUPANG INC
-$26.0K
11,520
+12%
增持
UBER
UBER TECHNOLOGIES INC
-$25.9K
14,931
+11%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$25.5K
19,547
-0%
清仓
—
FUBOTV INC
-$25.2K
0
-100%
增持
GSOL
GRAYSCALE SOLANA STAKING ETF
-$21.7K
13,450
+17%
减持
CHD
CHURCH & DWIGHT CO INC
+$21.0K
3,102
-3%
增持
ETH
GRAYSCALE ETHEREUM STAKING
+$21.0K
94,302
+43%
减持
BSV
VANGUARD BD INDEX FDS
-$17.1K
17,026
-1%
减持
RSG
REPUBLIC SVCS INC
-$14.8K
1,650
-7%
建仓
MTVA
METAVIA INC
+$12.0K
10,000
减持
NUE
NUCOR CORP
-$10.7K
2,305
-6%
增持
ACWI
ISHARES TR
+$7.1K
22,077
+2%
增持
LDEM
ISHARES TR
+$3.4K
4,630
+2%
增持
—
AMERICAN BITCOIN CORP.
+$1.5K
20,000
+100%