Aries Wealth Management
CIK 1729515 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $509.3M
- 持仓
- 242
- 截至
- 2026年6月30日
按 13F 价值排名第 3731（共 9443） · 前 39.5%
投资组合价值同比（季度）：+12.0% 13F不披露现金
- 前十大持仓权重
- 36.32%
- 前二十五大持仓权重
- 57.09%
- 持仓高于 1%
- 26
- 有效持仓数量
- 54.0
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 1.05% 估计买入 $49621741 · 卖出 $5057145
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 85.5% 仍持有
- 新仓位
- 13
- 增加
- 47
- 减少
- 70
- 已结清
- 5
本页内容
行业细分
Technology
11.6%
Industrials
8.6%
Healthcare
6.1%
Retail
6.0%
Communication Services
4.2%
Financials
2.6%
Financial Services
2.3%
Energy
1.9%
Consumer products
1.0%
Consumer Staples
0.9%
Materials
0.7%
Communications
0.4%
Consumer Discretionary
0.4%
Utilities
0.4%
Telecommunication
0.1%
Logistics & Transportation
0.1%
其他/未映射
52.8%
完整投资组合 242 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. - Common Stock | $24982474 | 4.91% | 86337 | $3068215 | 下跌 ×6 | ||
| VUG | $22463934 | 4.41% | 260784 | $4041442 | 上涨 ×6 | ||
| EFA | $21756108 | 4.27% | 209435 | $2654231 | 上涨 ×6 | ||
| VB | $20199007 | 3.97% | 66637 | $3036961 | 上涨 ×6 | ||
| SPY SPY | $19790152 | 3.89% | 26501 | $2940493 | 上涨 ×4 | ||
| CAT Caterpillar, Inc. Common Stock | $18662373 | 3.66% | 17525 | $6200562 | 下跌 ×3 | ||
| VO | $15712842 | 3.09% | 195021 | $1970130 | 上涨 ×4 | ||
| SGOV iShares 0-3 Month Treasury Bond ETF | $14290610 | 2.81% | 141955 | $5160748 | 上涨 ×2 | ||
| EEM | $13852751 | 2.72% | 202496 | $2629059 | 上涨 ×6 | ||
| MSFT Microsoft Corporation - Common Stock | $13262037 | 2.60% | 35553 | $-100 | 下跌 ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $11700651 | 2.30% | 32741 | $2284786 | 下跌 ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $10350391 | 2.03% | 43427 | $1268361 | 下跌 ×1 | ||
| VTV | $10318550 | 2.03% | 47348 | $1656124 | 上涨 ×4 | ||
| VTI | $7414491 | 1.46% | 20037 | $967493 | 下跌 ×1 | ||
| SDY | $7383013 | 1.45% | 48515 | $127606 | 下跌 ×3 | ||
| IWV | $6521362 | 1.28% | 15294 | $852182 | |||
| JNJ Johnson & Johnson Common Stock | $6459981 | 1.27% | 25436 | $230183 | 下跌 ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $6173658 | 1.21% | 10960 | $-102608 | 下跌 ×1 | ||
| WMT Walmart Inc. - Common Stock | $6155001 | 1.21% | 54344 | $-600736 | 下跌 ×2 | ||
| PXH | $6009924 | 1.18% | 215564 | $209097 | |||
| JPM JP Morgan Chase & Co. Common Stock | $5686377 | 1.12% | 17372 | $568875 | 下跌 ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $5661849 | 1.11% | 41412 | $-1381077 | 下跌 ×2 | ||
| SHY iShares 1-3 Year Treasury Bond ETF | $5513276 | 1.08% | 67145 | $297907 | 上涨 ×6 | ||
| HD Home Depot, Inc. (The) Common Stock | $5226547 | 1.03% | 14820 | $310459 | 下跌 ×3 | ||
| GLD | $5205209 | 1.02% | 14130 | $-843378 | 上涨 ×1 | ||
| QUAL | $5175037 | 1.02% | 23584 | $632976 | 下跌 ×6 | ||
| LLY Eli Lilly and Company Common Stock | $4956045 | 0.97% | 4132 | $1203383 | 上涨 ×1 | ||
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | $4605155 | 0.90% | 48161 | $333759 | 下跌 ×6 | ||
| V Visa Inc. | $4467375 | 0.88% | 13021 | $492617 | 下跌 ×1 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $4384583 | 0.86% | 53050 | $478204 | 上涨 ×1 | ||
| FLRN | $3812611 | 0.75% | 123585 | $-71363 | 下跌 ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $3765267 | 0.74% | 4025 | $-245364 | |||
| ACWI iShares MSCI ACWI ETF | $3501216 | 0.69% | 22305 | $446422 | 上涨 ×6 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $3278549 | 0.64% | 25514 | $207305 | 下跌 ×5 | ||
| IBM International Business Machines Corporation Common Stock | $3244320 | 0.64% | 11537 | $472106 | 上涨 ×1 | ||
| AGG | $3073230 | 0.60% | 31049 | $387282 | 上涨 ×6 | ||
| ABBV AbbVie Inc. Common Stock | $2951737 | 0.58% | 11730 | $291834 | 下跌 ×5 | ||
| PG Procter & Gamble Company (The) Common Stock | $2945704 | 0.58% | 20088 | $572 | 下跌 ×5 | ||
| GDX GDX | $2913049 | 0.57% | 38609 | $-519975 | 上涨 ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $2826303 | 0.55% | 3838 | $791166 | 上涨 ×1 | ||
| USMV | $2785765 | 0.55% | 28880 | $68576 | 下跌 ×6 | ||
| WM Waste Management, Inc. Common Stock | $2752345 | 0.54% | 12349 | $-85332 | |||
| VOO | $2732130 | 0.54% | 3978 | $517012 | 上涨 ×1 | ||
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $2582188 | 0.51% | 49269 | $-83235 | 下跌 ×1 | ||
| VWO | $2561059 | 0.50% | 42906 | $152807 | 下跌 ×1 | ||
| CB Chubb Limited Common Stock | $2520795 | 0.49% | 7398 | $101743 | 下跌 ×1 | ||
| KLAC KLA Corporation - Common Stock | $2486090 | 0.49% | 8240 | $1272824 | 上涨 ×1 | ||
| TMO Thermo Fisher Scientific Inc Common Stock | $2380457 | 0.47% | 4748 | $-26074 | 下跌 ×4 | ||
| GE GE Aerospace Common Stock | $2236400 | 0.44% | 5984 | $390192 | 下跌 ×2 | ||
| VEA | $2208750 | 0.43% | 31000 | $222270 | |||
| TJX TJX Companies, Inc. (The) Common Stock | $2189175 | 0.43% | 14450 | $-118490 | |||
| GEV GE Vernova Inc. Common Stock | $2172316 | 0.43% | 1849 | $558324 | |||
| RTX RTX Corporation Common Stock | $2010189 | 0.39% | 10595 | $-35901 | 下跌 ×3 | ||
| JPST | $1978046 | 0.39% | 39115 | $226181 | 上涨 ×2 | ||
| TXN Texas Instruments Incorporated - Common Stock | $1932090 | 0.38% | 6482 | $672510 | 下跌 ×1 | ||
| PEP PepsiCo, Inc. - Common Stock | $1918076 | 0.38% | 14166 | $-332697 | 下跌 ×2 | ||
| VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $1862980 | 0.37% | 37089 | $74670 | 上涨 ×5 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $1827560 | 0.36% | 15559 | $620337 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $1723190 | 0.34% | 4877 | $324174 | |||
| VCSH Vanguard Short-Term Corporate Bond ETF | $1713924 | 0.34% | 21687 | $-84474 | 下跌 ×3 | ||
| PXF | $1687982 | 0.33% | 22316 | $85035 | 下跌 ×2 | ||
| BTC | $1674865 | 0.33% | 64542 | $-235558 | 上涨 ×6 | ||
| IDXX IDEXX Laboratories, Inc. - Common Stock | $1666183 | 0.33% | 3165 | $-125684 | 下跌 ×1 | ||
| ABT Abbott Laboratories Common Stock | $1658818 | 0.33% | 18281 | $-220659 | 下跌 ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $1657946 | 0.33% | 8286 | $212868 | |||
| BSV | $1649199 | 0.32% | 21168 | $314190 | 上涨 ×1 | ||
| ITW Illinois Tool Works Inc. Common Stock | $1643376 | 0.32% | 6076 | $56128 | 下跌 ×1 | ||
| VEU | $1637061 | 0.32% | 19547 | $169081 | |||
| CVX Chevron Corporation Common Stock | $1592456 | 0.31% | 9607 | $-395646 | 下跌 ×1 | ||
| BRKB | $1592241 | 0.31% | 3182 | $49217 | 下跌 ×3 | ||
| ADP Automatic Data Processing, Inc. - Common Stock | $1580415 | 0.31% | 7057 | $38888 | 下跌 ×1 | ||
| VIG | $1580385 | 0.31% | 6679 | $131956 | 下跌 ×1 | ||
| MCD McDonald's Corporation Common Stock | $1568339 | 0.31% | 5802 | $-235486 | 下跌 ×1 | ||
| INTC Intel Corporation - Common Stock | $1554222 | 0.31% | 11131 | $1063011 | |||
| AVGO Broadcom Inc. - Common Stock | $1549531 | 0.30% | 4102 | $279921 | |||
| BLK BlackRock, Inc. Common Stock | $1522149 | 0.30% | 1583 | $-238 | |||
| IEFA | $1510415 | 0.30% | 15639 | $94616 | |||
| ETH | $1508967 | 0.30% | 100397 | $-363871 | 上涨 ×6 | ||
| XLE XLE | $1494940 | 0.29% | 28148 | $-266162 | 下跌 ×1 | ||
| XLK XLK | $1437664 | 0.28% | 7546 | $428953 | 下跌 ×1 | ||
| JMST | $1395105 | 0.27% | 27355 | $-209236 | 下跌 ×1 | ||
| UNP Union Pacific Corporation Common Stock | $1368160 | 0.27% | 5030 | $135650 | 下跌 ×1 | ||
| RKLB Rocket Lab Corporation - Common Stock | $1329175 | 0.26% | 13076 | $271086 | 下跌 ×4 | ||
| RSP | $1267684 | 0.25% | 5958 | $85841 | 下跌 ×1 | ||
| CL Colgate-Palmolive Company Common Stock | $1252257 | 0.25% | 13659 | $86737 | 下跌 ×3 | ||
| INDB Independent Bank Corp. - Common Stock | $1245084 | 0.24% | 14872 | $126561 | |||
| NEE NextEra Energy, Inc. Common Stock | $1238786 | 0.24% | 14114 | $-72122 | |||
| GDLC | $1216051 | 0.24% | 46080 | $350684 | 上涨 ×3 | ||
| LIN Linde plc - Ordinary Shares | $1210687 | 0.24% | 2333 | $53583 | 下跌 ×1 | ||
| ACWX iShares MSCI ACWI ex U.S. ETF | $1174834 | 0.23% | 15436 | $117931 | |||
| UBER Uber Technologies, Inc. Common Stock | $1171229 | 0.23% | 16231 | $97242 | 上涨 ×5 | ||
| VGK | $1106750 | 0.22% | 12500 | $76375 | |||
| VXF | $1100805 | 0.22% | 4471 | $201665 | 上涨 ×1 | ||
| LRCX Lam Research Corporation - Common Stock | $1087658 | 0.21% | 2510 | $551371 | |||
| MUB | $1084810 | 0.21% | 10080 | $14818 | |||
| CTA | $1033865 | 0.20% | 39856 | $-129786 | 上涨 ×1 | ||
| IVV | $1031222 | 0.20% | 1377 | $383238 | 上涨 ×1 | ||
| MA Mastercard Incorporated Common Stock | $995870 | 0.20% | 1939 | $27029 | |||
| LOW Lowe's Companies, Inc. Common Stock | $988677 | 0.19% | 4484 | $-70803 | |||
| KO Coca-Cola Company (The) Common Stock | $987512 | 0.19% | 12151 | $62060 | 下跌 ×2 | ||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
| 证券 | 价值 | % 占投资组合 | 连胜 |
|---|---|---|---|
| VUG | $22463934 | 4.41% | 上涨 ×6 |
| EFA | $21756108 | 4.27% | 上涨 ×6 |
| VB | $20199007 | 3.97% | 上涨 ×6 |
| SPY | $19790152 | 3.89% | 上涨 ×4 |
| VO | $15712842 | 3.09% | 上涨 ×4 |
| EEM | $13852751 | 2.72% | 上涨 ×6 |
| VTV | $10318550 | 2.03% | 上涨 ×4 |
| SHY | $5513276 | 1.08% | 上涨 ×6 |
| ACWI | $3501216 | 0.69% | 上涨 ×6 |
| AGG | $3073230 | 0.60% | 上涨 ×6 |
| VTIP | $1862980 | 0.37% | 上涨 ×5 |
| BTC | $1674865 | 0.33% | 上涨 ×6 |
| ETH | $1508967 | 0.30% | 上涨 ×6 |
| GDLC | $1216051 | 0.24% | 上涨 ×3 |
| UBER | $1171229 | 0.23% | 上涨 ×5 |
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| PANW | $477428 | 1400 | 0.09% |
| CRWD | $381570 | 500 | 0.07% |
| 未知发行人 (CUSIP: 438516205) | $343239 | 1533 | 0.07% |
| 未知发行人 (CUSIP: 43849R105) | $338916 | 1533 | 0.07% |
| QCOM | $279218 | 1511 | 0.05% |
| MHK | $242660 | 2000 | 0.05% |
| CVS | $224487 | 2170 | 0.04% |
| DAL | $219820 | 2347 | 0.04% |
| IWR | $216668 | 1964 | 0.04% |
| XLI | $213570 | 1153 | 0.04% |
| SNOW | $209963 | 825 | 0.04% |
| WTAI | $207064 | 4362 | 0.04% |
| ABEO | $77250 | 12500 | 0.02% |
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| TREX | 2025年3月31日 | 17200 | $1187316 | -19.1% |
| HON | 2026年6月30日 | 3072 | $694364 | -1.2% |
| ADBE | 2026年3月31日 | 1777 | $621932 | 12.7% |
| XLI | 2025年6月30日 | 3560 | $466609 | 不再跟踪 |
| RKLBXXXX | 2025年6月30日 | 24708 | $441779 | 不再跟踪 |
| SLV | 2026年3月31日 | 6100 | $392962 | 不再跟踪 |
| QDF | 2025年6月30日 | 5617 | $383978 | 不再跟踪 |
| NVO | 2025年3月31日 | 4356 | $374703 | -33.0% |
| JMST | 2025年6月30日 | 6020 | $306117 | 不再跟踪 |
| XLP | 2025年6月30日 | 3723 | $304057 | 不再跟踪 |
| MDT | 2025年6月30日 | 3317 | $298066 | 8.0% |
| ULXXXX | 2025年3月31日 | 5219 | $295917 | 不再跟踪 |
| STZ | 2025年12月31日 | 2049 | $275939 | -4.1% |
| CTSH | 2026年3月31日 | 3189 | $264687 | -0.1% |
| TSLA | 2025年6月30日 | 1000 | $259160 | 8.7% |
| QCOM | 2026年3月31日 | 1511 | $258457 | 25.8% |
| INTU | 2026年3月31日 | 388 | $257019 | -16.3% |
| UNH | 2026年3月31日 | 778 | $256826 | 45.0% |
| CRWD | 2026年3月31日 | 500 | $234380 | -49.3% |
| GPC | 2025年6月30日 | 1957 | $233157 | 8.7% |
| ISTB | 2025年12月31日 | 4734 | $231209 | |
| TTD | 2025年12月31日 | 4700 | $230347 | -64.5% |
| CCI | 2026年6月30日 | 2829 | $230026 | 0.3% |
| BX | 2025年3月31日 | 1333 | $229836 | 2.4% |
| PAYX | 2026年3月31日 | 2039 | $228735 | 34.1% |
| IBTF | 2025年3月31日 | 9773 | $227906 | 不再跟踪 |
| GPC | 2025年12月31日 | 1638 | $227027 | 7.2% |
| ESGD | 2025年12月31日 | 2422 | $225198 | |
| CARR | 2025年12月31日 | 3760 | $224472 | 14.7% |
| COR | 2026年6月30日 | 700 | $219898 | 11.5% |
| HXL | 2025年3月31日 | 3500 | $219450 | 76.1% |
| DE | 2025年12月31日 | 479 | $219028 | 29.3% |
| MHK | 2026年3月31日 | 2000 | $218600 | 33.7% |
| SLB | 2026年6月30日 | 4249 | $218356 | 16.4% |
| DELL | 2025年3月31日 | 1881 | $216766 | 375.4% |
| UPS | 2025年6月30日 | 1956 | $215140 | 1.2% |
| MS | 2025年3月31日 | 1708 | $214730 | 83.3% |
| ZTS | 2025年9月30日 | 1375 | $214431 | -48.2% |
| BDX | 2025年6月30日 | 930 | $213026 | 38.4% |
| BWXT | 2025年12月31日 | 1142 | $210551 | -7.5% |
| PHO | 2025年3月31日 | 3200 | $210528 | |
| DE | 2025年6月30日 | 447 | $209799 | 18.4% |
| GEHC | 2025年12月31日 | 2746 | $206225 | -8.8% |
| NKE | 2025年6月30日 | 3244 | $205929 | -42.9% |
| BX | 2026年3月31日 | 1333 | $205469 | 24.5% |
| OMC | 2025年6月30日 | 2472 | $204954 | 21.2% |
| GIS | 2025年6月30日 | 3352 | $200416 | -23.1% |
| RDW | 2026年6月30日 | 10000 | $85000 | -2.5% |
| FUBO | 2026年3月31日 | 10000 | $25200 | 8.8% |
| STEMXXXX | 2025年6月30日 | 50000 | $17515 | 不再跟踪 |
| FUBO | 2025年3月31日 | 10000 | $12600 | -70.6% |
| FRGE | 2025年6月30日 | 20000 | $11240 | 不再跟踪 |
| MCRB | 2025年6月30日 | 15000 | $10502 | -59.1% |
| WGHTQ | 2025年6月30日 | 10000 | $5226 | 不再跟踪 |
| HYZNW | 2025年3月31日 | 10000 | $50 | 不再跟踪 |