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 |
|---|---|---|---|---|---|---|---|---|
| CB | CHUBB LIMITED | $252.08万 | 0.49% | 7,398 | -24 | -0.3% | -$8,178 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $256.11万 | 0.50% | 42,906 | -1,650 | -3.7% | -$9.85万 | 减仓 |
| IGSB | ISHARES TR | $258.22万 | 0.51% | 49,269 | -1,443 | -2.8% | -$7.56万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $273.21万 | 0.54% | 3,978 | 271 | 7.3% | $18.61万 | 加仓 |
| WM | WASTE MGMT INC DEL | $275.23万 | 0.54% | 12,349 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $278.58万 | 0.55% | 28,880 | -419 | -1.4% | -$4.04万 | 减仓 |
| QQQ | INVESCO QQQ TR | $282.63万 | 0.55% | 3,838 | 312 | 8.8% | $22.98万 | 加仓 |
| GDX | VANECK ETF TRUST | $291.30万 | 0.57% | 38,609 | 1,200 | 3.2% | $9.05万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $294.57万 | 0.58% | 20,088 | -302 | -1.5% | -$4.43万 | 减仓 |
| ABBV | ABBVIE INC | $295.17万 | 0.58% | 11,730 | -500 | -4.1% | -$12.58万 | 减仓 |
| AGG | ISHARES TR | $307.32万 | 0.60% | 31,049 | 3,992 | 14.8% | $39.51万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $324.43万 | 0.64% | 11,537 | 100 | 0.9% | $2.81万 | 加仓 |
| MRK | MERCK & CO INC | $327.85万 | 0.64% | 25,514 | -18 | -0.1% | -$2,313 | 减仓 |
| ACWI | ISHARES TR | $350.12万 | 0.69% | 22,305 | 228 | 1.0% | $3.58万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $376.53万 | 0.74% | 4,025 | 0 | 0.0% | — | 不变 |
| FLRN | SPDR SERIES TRUST | $381.26万 | 0.75% | 123,585 | -2,600 | -2.1% | -$8.02万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $438.46万 | 0.86% | 53,050 | 5,843 | 12.4% | $48.29万 | 加仓 |
| V | VISA INC | $446.74万 | 0.88% | 13,021 | -130 | -1.0% | -$4.46万 | 减仓 |
| DGRW | WISDOMTREE TR | $460.52万 | 0.90% | 48,161 | -466 | -1.0% | -$4.46万 | 减仓 |
| LLY | ELI LILLY & CO | $495.60万 | 0.97% | 4,132 | 52 | 1.3% | $6.24万 | 加仓 |
| QUAL | ISHARES TR | $517.50万 | 1.02% | 23,584 | -96 | -0.4% | -$2.11万 | 减仓 |
| GLD | SPDR GOLD TR | $520.52万 | 1.02% | 14,130 | 73 | 0.5% | $2.69万 | 加仓 |
| HD | HOME DEPOT INC | $522.65万 | 1.03% | 14,820 | -128 | -0.9% | -$4.51万 | 减仓 |
| SHY | ISHARES TR | $551.33万 | 1.08% | 67,145 | 3,982 | 6.3% | $32.70万 | 加仓 |
| — | EXXON MOBIL CORP | $566.18万 | 1.11% | 41,412 | -100 | -0.2% | -$1.37万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $568.64万 | 1.12% | 17,372 | -25 | -0.1% | -$8,183 | 减仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $600.99万 | 1.18% | 215,564 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $615.50万 | 1.21% | 54,344 | -15 | -0.0% | -$1,699 | 减仓 |
| META | META PLATFORMS INC | $617.37万 | 1.21% | 10,960 | -10 | -0.1% | -$5,633 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $646.00万 | 1.27% | 25,436 | -50 | -0.2% | -$1.27万 | 减仓 |
| IWV | ISHARES TR | $652.14万 | 1.28% | 15,294 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $738.30万 | 1.45% | 48,515 | -1,200 | -2.4% | -$18.26万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $741.45万 | 1.46% | 20,037 | -59 | -0.3% | -$2.18万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1,031.86万 | 2.03% | 47,348 | 3,197 | 7.2% | $69.67万 | 加仓 |
| AMZN | AMAZON COM INC | $1,035.04万 | 2.03% | 43,427 | -180 | -0.4% | -$4.29万 | 减仓 |
| GOOGL | ALPHABET INC | $1,170.07万 | 2.30% | 32,741 | -3 | -0.0% | -$1,072 | 减仓 |
| MSFT | MICROSOFT CORP | $1,326.20万 | 2.60% | 35,553 | -274 | -0.8% | -$10.22万 | 减仓 |
| EEM | ISHARES TR | $1,385.28万 | 2.72% | 202,496 | 4,861 | 2.5% | $33.25万 | 加仓 |
| SGOV | ISHARES TR | $1,429.06万 | 2.81% | 141,955 | 51,255 | 56.5% | $515.98万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,571.28万 | 3.09% | 195,021 | 3,605 | 1.9% | $29.05万 | 加仓 |
| CAT | CATERPILLAR INC | $1,866.24万 | 3.66% | 17,525 | -65 | -0.4% | -$6.92万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,979.02万 | 3.89% | 26,501 | 592 | 2.3% | $44.21万 | 加仓 |
| VB | VANGUARD INDEX FDS | $2,019.90万 | 3.97% | 66,637 | 1,113 | 1.7% | $33.74万 | 加仓 |
| EFA | ISHARES TR | $2,175.61万 | 4.27% | 209,435 | 12,772 | 6.5% | $132.68万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $2,246.39万 | 4.41% | 260,784 | 7,722 | 3.1% | $66.52万 | 加仓 |
| AAPL | APPLE INC | $2,498.25万 | 4.91% | 86,337 | -11 | -0.0% | -$3,183 | 减仓 |