Aries Wealth Management
PORTLAND ME · SEC CIK 0001729515
$4.55亿2026Q1 申报市值
234持仓数
33.8%前十大占比 · 第一大 4.8%
10 / 9新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SGOV 加仓+$244.10万
VB 加仓+$196.15万
EFA 加仓+$194.25万
EEM 加仓+$121.56万
XLE 加仓+$106.41万
2026Q1 卖出最多 按季末市值估算
AEM 减仓-$92.09万
GDX 减仓-$91.36万
AZN 清仓-$86.66万
ADBE 清仓-$62.19万
EXXON MOBIL CORP 减仓-$53.70万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| CRM | SALESFORCE INC | $50.94万 | 0.11% | 2,729 | -174 | -6.0% | -$3.25万 | 减仓 |
| IWF | ISHARES TR | $51.38万 | 0.11% | 1,205 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $52.51万 | 0.12% | 1,139 | 354 | 45.1% | $16.32万 | 加仓 |
| EFAV | ISHARES TR | $53.36万 | 0.12% | 5,840 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $53.43万 | 0.12% | 1,500 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $53.52万 | 0.12% | 7,673 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $53.63万 | 0.12% | 2,510 | -250 | -9.1% | -$5.34万 | 减仓 |
| PSX | PHILLIPS 66 | $54.16万 | 0.12% | 2,973 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $54.48万 | 0.12% | 644 | 0 | 0.0% | — | 不变 |
| — | GRAYSCALE ETHEREUM STAKING E | $56.29万 | 0.12% | 32,977 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $56.53万 | 0.12% | 7,677 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $56.58万 | 0.12% | 3,846 | -3,122 | -44.8% | -$45.93万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $57.13万 | 0.13% | 9,911 | -1,441 | -12.7% | -$8.31万 | 减仓 |
| HUBB | HUBBELL INC | $59.18万 | 0.13% | 1,206 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $60.48万 | 0.13% | 6,860 | 225 | 3.4% | $1.98万 | 加仓 |
| STT | STATE STR CORP | $60.48万 | 0.13% | 4,779 | 0 | 0.0% | — | 不变 |
| SHV | ISHARES TR | $61.92万 | 0.14% | 5,609 | -1,455 | -20.6% | -$16.06万 | 减仓 |
| PTC | PTC INC | $62.62万 | 0.14% | 4,395 | 4,395 | — | $62.62万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $63.46万 | 0.14% | 2,098 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $64.40万 | 0.14% | 3,713 | -116 | -3.0% | -$2.01万 | 减仓 |
| IVV | ISHARES TR | $64.80万 | 0.14% | 992 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $65.15万 | 0.14% | 4,444 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $65.23万 | 0.14% | 13,212 | 4,075 | 44.6% | $20.12万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $65.33万 | 0.14% | 3,583 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $65.52万 | 0.14% | 10,803 | 0 | 0.0% | — | 不变 |
| AXSM | AXSOME THERAPEUTICS INC. | $67.61万 | 0.15% | 4,000 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE | $68.02万 | 0.15% | 7,439 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $68.57万 | 0.15% | 3,265 | 0 | 0.0% | — | 不变 |
| SUSL | ISHARES TR | $68.74万 | 0.15% | 6,051 | 75 | 1.3% | $8,520 | 加仓 |
| — | HONEYWELL INTL INC | $69.44万 | 0.15% | 3,072 | -162 | -5.0% | -$3.66万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $70.29万 | 0.15% | 9,700 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $70.49万 | 0.15% | 7,314 | -1,000 | -12.0% | -$9.64万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $72.39万 | 0.16% | 13,720 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $72.79万 | 0.16% | 2,035 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $74.05万 | 0.16% | 7,962 | -35 | -0.4% | -$3,255 | 减仓 |
| CI | THE CIGNA GROUP | $74.08万 | 0.16% | 2,777 | -1,050 | -27.4% | -$28.01万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $77.53万 | 0.17% | 2,658 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $80.79万 | 0.18% | 5,563 | -140 | -2.5% | -$2.03万 | 减仓 |
| EMR | EMERSON ELEC CO | $81.05万 | 0.18% | 6,186 | -634 | -9.3% | -$8.31万 | 减仓 |
| KKR | KKR & CO INC | $81.99万 | 0.18% | 8,864 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $82.97万 | 0.18% | 7,936 | 7,936 | — | $82.97万 | 新建仓 |
| PFE | PFIZER INC | $83.78万 | 0.18% | 29,837 | -600 | -2.0% | -$1.68万 | 减仓 |
| — | GRAYSCALE COINDESK CRYPTO | $86.54万 | 0.19% | 27,745 | 13,147 | 90.1% | $41.01万 | 加仓 |
| NFLX | NETFLIX INC. | $89.32万 | 0.20% | 9,290 | 970 | 11.7% | $9.33万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $89.91万 | 0.20% | 4,369 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $89.95万 | 0.20% | 4,561 | 4,561 | — | $89.95万 | 新建仓 |
| KO | COCA COLA CO | $92.55万 | 0.20% | 12,169 | -21 | -0.2% | -$1,597 | 减仓 |
| KOD | KODIAK SCIENCES INC | $95.30万 | 0.21% | 25,000 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $96.88万 | 0.21% | 1,939 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $100.87万 | 0.22% | 7,590 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $102.58万 | 0.23% | 5,173 | -105 | -2.0% | -$2.08万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $103.04万 | 0.23% | 12,500 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $104.54万 | 0.23% | 1,208 | 0 | 0.0% | — | 不变 |
| ACWX | ISHARES TR | $105.69万 | 0.23% | 15,436 | 4,134 | 36.6% | $28.31万 | 加仓 |
| RKLB | ROCKET LAB CORP | $105.81万 | 0.23% | 16,476 | -6,342 | -27.8% | -$40.73万 | 减仓 |
| LOW | LOWES COS INC | $105.95万 | 0.23% | 4,484 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $107.00万 | 0.24% | 10,080 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $107.40万 | 0.24% | 14,931 | 1,470 | 10.9% | $10.57万 | 加仓 |
| INDB | INDEPENDENT BK CORP MASS | $111.85万 | 0.25% | 14,872 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD | $112.45万 | 0.25% | 5,540 | -4,537 | -45.0% | -$92.09万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $113.03万 | 0.25% | 19,148 | 3,736 | 24.2% | $22.05万 | 加仓 |
| LIN | LINDE PLC | $115.71万 | 0.25% | 2,334 | 0 | 0.0% | — | 不变 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $116.37万 | 0.26% | 38,506 | -1,800 | -4.5% | -$5.44万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $116.55万 | 0.26% | 13,675 | -387 | -2.8% | -$3.30万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $118.18万 | 0.26% | 6,158 | 150 | 2.5% | $2.88万 | 加仓 |
| CSCO | CISCO SYS INC | $120.72万 | 0.27% | 15,559 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $121.33万 | 0.27% | 824 | -17 | -2.0% | -$2.50万 | 减仓 |
| UNP | UNION PAC CORP | $123.25万 | 0.27% | 5,080 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $125.96万 | 0.28% | 6,488 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $126.96万 | 0.28% | 4,102 | -246 | -5.7% | -$7.61万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $131.09万 | 0.29% | 14,114 | -10 | -0.1% | -$929 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $133.50万 | 0.29% | 17,026 | -130 | -0.8% | -$1.02万 | 减仓 |
| GOOG | ALPHABET INC | $139.90万 | 0.31% | 4,877 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $141.58万 | 0.31% | 15,639 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $144.51万 | 0.32% | 8,286 | -500 | -5.7% | -$8.72万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $144.84万 | 0.32% | 6,735 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $146.80万 | 0.32% | 19,547 | -62 | -0.3% | -$4,656 | 减仓 |
| BLK | BLACKROCK INC | $152.24万 | 0.33% | 1,583 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $154.15万 | 0.34% | 7,587 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $154.30万 | 0.34% | 3,220 | -127 | -3.8% | -$6.09万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $158.72万 | 0.35% | 6,098 | 0 | 0.0% | — | 不变 |
| PXF | INVESCO EXCH TRADED FD TR II | $160.29万 | 0.35% | 22,932 | -474 | -2.0% | -$3.31万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $160.43万 | 0.35% | 31,470 | 11,800 | 60.0% | $60.16万 | 加仓 |
| GEV | GE VERNOVA INC | $161.40万 | 0.35% | 1,849 | -131 | -6.6% | -$11.43万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $175.19万 | 0.39% | 34,615 | 1,700 | 5.2% | $8.60万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $176.11万 | 0.39% | 28,748 | 17,370 | 152.7% | $106.41万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $178.83万 | 0.39% | 35,802 | 4,236 | 13.4% | $21.16万 | 加仓 |
| IDXX | IDEXX LABS INC | $179.19万 | 0.39% | 3,189 | 12 | 0.4% | $6,743 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $179.84万 | 0.40% | 22,687 | -500 | -2.2% | -$3.96万 | 减仓 |
| MCD | MCDONALDS CORP | $180.38万 | 0.40% | 5,804 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $184.62万 | 0.41% | 6,506 | -522 | -7.4% | -$14.81万 | 减仓 |
| ETH | GRAYSCALE ETHEREUM STAKING | $187.28万 | 0.41% | 94,302 | 28,305 | 42.9% | $56.21万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $187.95万 | 0.41% | 18,306 | 400 | 2.2% | $4.11万 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $191.04万 | 0.42% | 63,702 | 13,241 | 26.2% | $39.71万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $198.65万 | 0.44% | 31,000 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $198.81万 | 0.44% | 9,609 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $203.51万 | 0.45% | 3,526 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $204.61万 | 0.45% | 10,607 | -26 | -0.2% | -$5,015 | 减仓 |
| VOO | VANGUARD INDEX FDS | $221.51万 | 0.49% | 3,707 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $225.08万 | 0.49% | 14,494 | -885 | -5.8% | -$13.74万 | 减仓 |