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 |
|---|---|---|---|---|---|---|---|---|
| TJX | TJX COS INC NEW | $230.77万 | 0.51% | 14,450 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $240.65万 | 0.53% | 4,896 | -28 | -0.6% | -$1.38万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $240.83万 | 0.53% | 44,556 | 2,000 | 4.7% | $10.81万 | 加仓 |
| CB | CHUBB LTD SWITZ | $241.91万 | 0.53% | 7,422 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $265.99万 | 0.58% | 12,230 | -500 | -3.9% | -$10.87万 | 减仓 |
| IGSB | ISHARES TR | $266.54万 | 0.59% | 50,712 | 818 | 1.6% | $4.30万 | 加仓 |
| AGG | ISHARES TR | $268.59万 | 0.59% | 27,057 | 793 | 3.0% | $7.87万 | 加仓 |
| USMV | ISHARES TR | $271.72万 | 0.60% | 29,299 | -786 | -2.6% | -$7.29万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $277.22万 | 0.61% | 11,437 | -80 | -0.7% | -$1.94万 | 减仓 |
| WM | WASTE MGMT INC DEL | $283.77万 | 0.62% | 12,349 | -36 | -0.3% | -$8,272 | 减仓 |
| PG | PROCTER & GAMBLE CO | $294.51万 | 0.65% | 20,390 | -1,482 | -6.8% | -$21.41万 | 减仓 |
| ACWI | ISHARES TR | $305.48万 | 0.67% | 22,077 | 537 | 2.5% | $7.43万 | 加仓 |
| MRK | MERCK & CO INC | $307.12万 | 0.68% | 25,532 | -317 | -1.2% | -$3.81万 | 减仓 |
| GDX | VANECK ETF TRUST | $343.30万 | 0.75% | 37,409 | -9,955 | -21.0% | -$91.36万 | 减仓 |
| LLY | ELI LILLY & CO | $375.27万 | 0.83% | 4,080 | 0 | 0.0% | — | 不变 |
| FLRN | SPDR SERIES TRUST | $388.40万 | 0.85% | 126,185 | 3,014 | 2.4% | $9.28万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $390.64万 | 0.86% | 47,207 | -207 | -0.4% | -$1.71万 | 减仓 |
| V | VISA INC | $397.48万 | 0.87% | 13,151 | 35 | 0.3% | $1.06万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $401.06万 | 0.88% | 4,025 | 107 | 2.7% | $10.66万 | 加仓 |
| DGRW | WISDOMTREE TR | $427.14万 | 0.94% | 48,627 | -1,818 | -3.6% | -$15.97万 | 减仓 |
| QUAL | ISHARES TR | $454.21万 | 1.00% | 23,680 | -286 | -1.2% | -$5.49万 | 减仓 |
| HD | HOME DEPOT INC | $491.61万 | 1.08% | 14,948 | -55 | -0.4% | -$1.81万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $511.75万 | 1.13% | 17,397 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $521.54万 | 1.15% | 63,163 | 6,193 | 10.9% | $51.14万 | 加仓 |
| IWV | ISHARES TR | $566.92万 | 1.25% | 15,294 | 0 | 0.0% | — | 不变 |
| PXH | INVESCO EXCH TRADED FD TR II | $580.08万 | 1.28% | 215,564 | 11,280 | 5.5% | $30.35万 | 加仓 |
| GLD | SPDR GOLD TR | $604.86万 | 1.33% | 14,057 | -441 | -3.0% | -$18.98万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $622.98万 | 1.37% | 25,486 | -60 | -0.2% | -$1.47万 | 减仓 |
| META | META PLATFORMS INC | $627.63万 | 1.38% | 10,970 | 474 | 4.5% | $27.12万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $644.70万 | 1.42% | 20,096 | 1,356 | 7.2% | $43.50万 | 加仓 |
| WMT | WALMART INC | $675.57万 | 1.49% | 54,359 | -121 | -0.2% | -$1.50万 | 减仓 |
| — | EXXON MOBIL CORP | $704.29万 | 1.55% | 41,512 | -3,165 | -7.1% | -$53.70万 | 减仓 |
| SDY | SPDR SERIES TRUST | $725.54万 | 1.60% | 49,715 | -1,055 | -2.1% | -$15.40万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $866.24万 | 1.90% | 44,151 | 4,430 | 11.2% | $86.92万 | 加仓 |
| AMZN | AMAZON COM INC | $908.20万 | 2.00% | 43,607 | 685 | 1.6% | $14.27万 | 加仓 |
| SGOV | ISHARES TR | $912.99万 | 2.01% | 90,700 | 24,250 | 36.5% | $244.10万 | 加仓 |
| GOOGL | ALPHABET INC | $941.59万 | 2.07% | 32,744 | -100 | -0.3% | -$2.88万 | 减仓 |
| EEM | ISHARES TR | $1,122.37万 | 2.47% | 197,635 | 21,405 | 12.1% | $121.56万 | 加仓 |
| CAT | CATERPILLAR INC | $1,246.18万 | 2.74% | 17,590 | -163 | -0.9% | -$11.55万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,326.21万 | 2.92% | 35,827 | 175 | 0.5% | $6.48万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,374.27万 | 3.02% | 47,854 | 3,358 | 7.5% | $96.44万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,684.97万 | 3.70% | 25,909 | 817 | 3.3% | $53.13万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,716.20万 | 3.77% | 65,524 | 7,489 | 12.9% | $196.15万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,842.25万 | 4.05% | 42,177 | 1,686 | 4.2% | $73.64万 | 加仓 |
| EFA | ISHARES TR | $1,910.19万 | 4.20% | 196,663 | 19,999 | 11.3% | $194.25万 | 加仓 |
| AAPL | APPLE INC | $2,191.43万 | 4.82% | 86,348 | -939 | -1.1% | -$23.83万 | 减仓 |