Aries Wealth Management
PORTLAND ME · SEC CIK 0001729515
$5.09亿2026Q2 申报市值
242持仓数
36.3%前十大占比 · 第一大 4.9%
9 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SGOV 加仓+$515.98万
EFA 加仓+$132.68万
VTV 加仓+$69.67万
VUG 加仓+$66.52万
GRAYSCALE COINDE 加仓+$48.39万
2026Q2 卖出最多 按季末市值估算
TTMI 减仓-$37.40万
RKLB 减仓-$34.56万
HON 减仓-$34.46万
CI 减仓-$28.95万
CCI 清仓-$23.00万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| RNR | RENAISSANCERE HLDGS LTD | $53.18万 | 0.10% | 1,678 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $54.52万 | 0.11% | 7,071 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $54.72万 | 0.11% | 7,247 | 387 | 5.6% | $2.92万 | 加仓 |
| TMUS | T-MOBILE US INC | $54.76万 | 0.11% | 3,265 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $55.12万 | 0.11% | 3,761 | -85 | -2.2% | -$1.25万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $56.36万 | 0.11% | 7,677 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $56.61万 | 0.11% | 4,549 | -624 | -12.1% | -$7.77万 | 减仓 |
| URI | UNITED RENTALS INC | $56.64万 | 0.11% | 500 | 0 | 0.0% | — | 不变 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $57.15万 | 0.11% | 4,975 | 0 | 0.0% | — | 不变 |
| KOMP | SPDR SERIES TRUST | $57.27万 | 0.11% | 8,010 | 120 | 1.5% | $8,580 | 加仓 |
| PI | IMPINJ INC | $57.29万 | 0.11% | 4,000 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE | $57.85万 | 0.11% | 7,439 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $58.43万 | 0.11% | 10,899 | -2,313 | -17.5% | -$12.40万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $58.56万 | 0.11% | 10,125 | 214 | 2.2% | $1.24万 | 加仓 |
| SHEL | SHELL PLC | $59.49万 | 0.12% | 7,672 | -290 | -3.6% | -$2.25万 | 减仓 |
| IWF | ISHARES TR | $59.85万 | 0.12% | 4,820 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $61.32万 | 0.12% | 2,182 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $61.88万 | 0.12% | 3,713 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $62.20万 | 0.12% | 10,794 | -9 | -0.1% | -$519 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $62.45万 | 0.12% | 13,720 | 0 | 0.0% | — | 不变 |
| HUBB | HUBBELL INC | $63.10万 | 0.12% | 1,206 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $63.56万 | 0.12% | 7,673 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $65.13万 | 0.13% | 644 | 0 | 0.0% | — | 不变 |
| SHV | ISHARES TR | $65.70万 | 0.13% | 5,954 | 345 | 6.2% | $3.81万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $69.72万 | 0.14% | 4,394 | -50 | -1.1% | -$7,933 | 减仓 |
| DIS | DISNEY WALT CO | $70.40万 | 0.14% | 7,314 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $70.40万 | 0.14% | 29,237 | -600 | -2.0% | -$1.44万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $70.96万 | 0.14% | 2,098 | 0 | 0.0% | — | 不变 |
| SUSL | ISHARES TR | $80.33万 | 0.16% | 6,051 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $81.05万 | 0.16% | 4,779 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $81.16万 | 0.16% | 1,881 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $81.35万 | 0.16% | 8,864 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INC | $83.52万 | 0.16% | 3,583 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $83.94万 | 0.16% | 4,486 | -75 | -1.6% | -$1.40万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $85.94万 | 0.17% | 5,540 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $86.18万 | 0.17% | 12,070 | 2,780 | 29.9% | $19.85万 | 加仓 |
| ETN | EATON CORP PLC | $86.72万 | 0.17% | 2,035 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $87.75万 | 0.17% | 2,658 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $88.45万 | 0.17% | 5,463 | -100 | -1.8% | -$1.62万 | 减仓 |
| EMR | EMERSON ELEC CO | $88.55万 | 0.17% | 6,186 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $91.28万 | 0.18% | 1,208 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW | $93.24万 | 0.18% | 9,700 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $96.98万 | 0.19% | 9,768 | 1,832 | 23.1% | $18.19万 | 加仓 |
| KOD | KODIAK SCIENCES INC | $97.40万 | 0.19% | 25,000 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $97.49万 | 0.19% | 19,096 | -52 | -0.3% | -$2,655 | 减仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $97.91万 | 0.19% | 4,000 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $98.75万 | 0.19% | 12,151 | -18 | -0.1% | -$1,463 | 减仓 |
| LOW | LOWES COS INC | $98.87万 | 0.19% | 4,484 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $99.59万 | 0.20% | 1,939 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $103.12万 | 0.20% | 1,377 | 385 | 38.8% | $28.83万 | 加仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $103.39万 | 0.20% | 39,856 | 1,350 | 3.5% | $3.50万 | 加仓 |
| MUB | ISHARES TR | $108.48万 | 0.21% | 10,080 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $108.77万 | 0.21% | 2,510 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $110.08万 | 0.22% | 4,471 | 102 | 2.3% | $2.51万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $110.67万 | 0.22% | 12,500 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $117.12万 | 0.23% | 16,231 | 1,300 | 8.7% | $9.38万 | 加仓 |
| ACWX | ISHARES TR | $117.48万 | 0.23% | 15,436 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $121.07万 | 0.24% | 2,333 | -1 | -0.0% | -$519 | 减仓 |
| — | GRAYSCALE COINDESK CRYPTO | $121.61万 | 0.24% | 46,080 | 18,335 | 66.1% | $48.39万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $123.88万 | 0.24% | 14,114 | 0 | 0.0% | — | 不变 |
| INDB | INDEPENDENT BK CORP MASS | $124.51万 | 0.24% | 14,872 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $125.23万 | 0.25% | 13,659 | -16 | -0.1% | -$1,467 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $126.77万 | 0.25% | 5,958 | -200 | -3.2% | -$4.26万 | 减仓 |
| RKLB | ROCKET LAB CORP | $132.92万 | 0.26% | 13,076 | -3,400 | -20.6% | -$34.56万 | 减仓 |
| UNP | UNION PAC CORP | $136.82万 | 0.27% | 5,030 | -50 | -1.0% | -$1.36万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $139.51万 | 0.27% | 27,355 | -4,115 | -13.1% | -$20.99万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $143.77万 | 0.28% | 7,546 | -44 | -0.6% | -$8,383 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $149.49万 | 0.29% | 28,148 | -600 | -2.1% | -$3.19万 | 减仓 |
| ETH | GRAYSCALE ETHEREUM STAKING | $150.90万 | 0.30% | 100,397 | 6,095 | 6.5% | $9.16万 | 加仓 |
| IEFA | ISHARES TR | $151.04万 | 0.30% | 15,639 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $152.21万 | 0.30% | 1,583 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $154.95万 | 0.30% | 4,102 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $155.42万 | 0.31% | 11,131 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $156.83万 | 0.31% | 5,802 | -2 | -0.0% | -$541 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $158.04万 | 0.31% | 6,679 | -56 | -0.8% | -$1.33万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $158.04万 | 0.31% | 7,057 | -530 | -7.0% | -$11.87万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $159.22万 | 0.31% | 3,182 | -38 | -1.2% | -$1.90万 | 减仓 |
| CVX | CHEVRON CORPORATION | $159.25万 | 0.31% | 9,607 | -2 | -0.0% | -$332 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $163.71万 | 0.32% | 19,547 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $164.34万 | 0.32% | 6,076 | -22 | -0.4% | -$5,950 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $164.92万 | 0.32% | 21,168 | 4,142 | 24.3% | $32.27万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $165.79万 | 0.33% | 8,286 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $165.88万 | 0.33% | 18,281 | -25 | -0.1% | -$2,269 | 减仓 |
| IDXX | IDEXX LABS INC | $166.62万 | 0.33% | 3,165 | -24 | -0.8% | -$1.26万 | 减仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $167.49万 | 0.33% | 64,542 | 840 | 1.3% | $2.18万 | 加仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $168.80万 | 0.33% | 22,316 | -616 | -2.7% | -$4.66万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $171.39万 | 0.34% | 21,687 | -1,000 | -4.4% | -$7.90万 | 减仓 |
| GOOG | ALPHABET INC | $172.32万 | 0.34% | 4,877 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $182.76万 | 0.36% | 15,559 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD MALVERN FDS | $186.30万 | 0.37% | 37,089 | 1,287 | 3.6% | $6.46万 | 加仓 |
| PEP | PEPSICO INC | $191.81万 | 0.38% | 14,166 | -328 | -2.3% | -$4.44万 | 减仓 |
| TXN | TEXAS INSTRS INC | $193.21万 | 0.38% | 6,482 | -6 | -0.1% | -$1,788 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $197.80万 | 0.39% | 39,115 | 4,500 | 13.0% | $22.76万 | 加仓 |
| RTX | RTX CORPORATION | $201.02万 | 0.39% | 10,595 | -12 | -0.1% | -$2,277 | 减仓 |
| GEV | GE VERNOVA INC | $217.23万 | 0.43% | 1,849 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $218.92万 | 0.43% | 14,450 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $220.88万 | 0.43% | 31,000 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $223.64万 | 0.44% | 5,984 | -522 | -8.0% | -$19.51万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $238.05万 | 0.47% | 4,748 | -148 | -3.0% | -$7.42万 | 减仓 |
| KLAC | KLA CORP | $248.61万 | 0.49% | 8,240 | 0 | 0.0% | — | 不变 |