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 |
|---|---|---|---|---|---|---|---|---|
| AZN | ASTRAZENECA PLC | $89.95万 | 0.20% | 4,561 | 4,561 | — | $89.95万 | 新建仓 |
| VXF | VANGUARD INDEX FDS | $89.91万 | 0.20% | 4,369 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $89.32万 | 0.20% | 9,290 | 970 | 11.7% | $9.33万 | 加仓 |
| — | GRAYSCALE COINDESK CRYPTO | $86.54万 | 0.19% | 27,745 | 13,147 | 90.1% | $41.01万 | 加仓 |
| PFE | PFIZER INC | $83.78万 | 0.18% | 29,837 | -600 | -2.0% | -$1.68万 | 减仓 |
| NOW | SERVICENOW INC | $82.97万 | 0.18% | 7,936 | 7,936 | — | $82.97万 | 新建仓 |
| KKR | KKR & CO INC | $81.99万 | 0.18% | 8,864 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $81.05万 | 0.18% | 6,186 | -634 | -9.3% | -$8.31万 | 减仓 |
| MMM | 3M CO | $80.79万 | 0.18% | 5,563 | -140 | -2.5% | -$2.03万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $77.53万 | 0.17% | 2,658 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $74.08万 | 0.16% | 2,777 | -1,050 | -27.4% | -$28.01万 | 减仓 |
| SHEL | SHELL PLC | $74.05万 | 0.16% | 7,962 | -35 | -0.4% | -$3,255 | 减仓 |
| ETN | EATON CORP PLC | $72.79万 | 0.16% | 2,035 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $72.39万 | 0.16% | 13,720 | 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 |
| MNST | MONSTER BEVERAGE CORP NEW | $70.29万 | 0.15% | 9,700 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $69.44万 | 0.15% | 3,072 | -162 | -5.0% | -$3.66万 | 减仓 |
| SUSL | ISHARES TR | $68.74万 | 0.15% | 6,051 | 75 | 1.3% | $8,520 | 加仓 |
| TMUS | T-MOBILE US INC | $68.57万 | 0.15% | 3,265 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE | $68.02万 | 0.15% | 7,439 | 0 | 0.0% | — | 不变 |
| AXSM | AXSOME THERAPEUTICS INC. | $67.61万 | 0.15% | 4,000 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $65.52万 | 0.14% | 10,803 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INC | $65.33万 | 0.14% | 3,583 | 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 |
| XLV | SELECT SECTOR SPDR TR | $65.15万 | 0.14% | 4,444 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $64.80万 | 0.14% | 992 | 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 |
| AXP | AMERICAN EXPRESS CO | $63.46万 | 0.14% | 2,098 | 0 | 0.0% | — | 不变 |
| PTC | PTC INC | $62.62万 | 0.14% | 4,395 | 4,395 | — | $62.62万 | 新建仓 |
| SHV | ISHARES TR | $61.92万 | 0.14% | 5,609 | -1,455 | -20.6% | -$16.06万 | 减仓 |
| STT | STATE STR CORP | $60.48万 | 0.13% | 4,779 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $60.48万 | 0.13% | 6,860 | 225 | 3.4% | $1.98万 | 加仓 |
| HUBB | HUBBELL INC | $59.18万 | 0.13% | 1,206 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $57.13万 | 0.13% | 9,911 | -1,441 | -12.7% | -$8.31万 | 减仓 |
| ORCL | ORACLE CORP | $56.58万 | 0.12% | 3,846 | -3,122 | -44.8% | -$45.93万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $56.53万 | 0.12% | 7,677 | 0 | 0.0% | — | 不变 |
| — | GRAYSCALE ETHEREUM STAKING E | $56.29万 | 0.12% | 32,977 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $54.48万 | 0.12% | 644 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $54.16万 | 0.12% | 2,973 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $53.63万 | 0.12% | 2,510 | -250 | -9.1% | -$5.34万 | 减仓 |
| IEMG | ISHARES INC | $53.52万 | 0.12% | 7,673 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $53.43万 | 0.12% | 1,500 | 0 | 0.0% | — | 不变 |
| EFAV | ISHARES TR | $53.36万 | 0.12% | 5,840 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $52.51万 | 0.12% | 1,139 | 354 | 45.1% | $16.32万 | 加仓 |
| IWF | ISHARES TR | $51.38万 | 0.11% | 1,205 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $50.94万 | 0.11% | 2,729 | -174 | -6.0% | -$3.25万 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $50.81万 | 0.11% | 8,500 | 0 | 0.0% | — | 不变 |
| RNR | RENAISSANCERE HLDGS LTD | $49.88万 | 0.11% | 1,678 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $49.12万 | 0.11% | 11,131 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $48.96万 | 0.11% | 3,709 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $48.04万 | 0.11% | 1,081 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $47.75万 | 0.10% | 7,071 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $46.74万 | 0.10% | 3,456 | 0 | 0.0% | — | 不变 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $46.60万 | 0.10% | 4,975 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $46.19万 | 0.10% | 7,890 | 0 | 0.0% | — | 不变 |
| KOMP | SPDR SERIES TRUST | $46.14万 | 0.10% | 7,890 | 3,795 | 92.7% | $22.19万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $45.83万 | 0.10% | 4,965 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $45.21万 | 0.10% | 748 | 0 | 0.0% | — | 不变 |
| EEMV | ISHARES INC | $44.58万 | 0.10% | 6,887 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $42.95万 | 0.09% | 2,182 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $42.79万 | 0.09% | 2,257 | 0 | 0.0% | — | 不变 |
| UNM | UNUM GROUP | $41.89万 | 0.09% | 5,736 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $41.54万 | 0.09% | 464 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD SCOTTSDALE FDS | $41.42万 | 0.09% | 6,956 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $41.21万 | 0.09% | 1,549 | 0 | 0.0% | — | 不变 |
| PI | IMPINJ INC | $41.08万 | 0.09% | 4,000 | -1,000 | -20.0% | -$10.27万 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION | $40.65万 | 0.09% | 3,726 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $39.83万 | 0.09% | 3,175 | 745 | 30.7% | $9.35万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $39.07万 | 0.09% | 1,399 | -39 | -2.7% | -$1.09万 | 减仓 |
| NUE | NUCOR CORP | $38.98万 | 0.09% | 2,305 | -150 | -6.1% | -$2.54万 | 减仓 |
| IEI | ISHARES TR | $38.40万 | 0.08% | 3,238 | 0 | 0.0% | — | 不变 |
| TAN | INVESCO EXCH TRADED FD TR II | $38.16万 | 0.08% | 6,850 | 6,850 | — | $38.16万 | 新建仓 |
| AFL | AFLAC INC | $36.88万 | 0.08% | 3,362 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $36.43万 | 0.08% | 500 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $36.14万 | 0.08% | 1,650 | -125 | -7.0% | -$2.74万 | 减仓 |
| XBI | SPDR SERIES TRUST | $35.25万 | 0.08% | 2,760 | 0 | 0.0% | — | 不变 |
| RPG | INVESCO EXCHANGE TRADED FD T | $35.24万 | 0.08% | 7,540 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $35.20万 | 0.08% | 4,837 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC | $33.46万 | 0.07% | 2,800 | 0 | 0.0% | — | 不变 |
| — | DBX ETF TR | $33.19万 | 0.07% | 5,627 | 0 | 0.0% | — | 不变 |
| — | DBX ETF TR | $32.28万 | 0.07% | 9,185 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $31.93万 | 0.07% | 2,930 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $31.60万 | 0.07% | 898 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $30.87万 | 0.07% | 1,881 | 0 | 0.0% | — | 不变 |
| XNTK | SPDR SERIES TRUST | $30.63万 | 0.07% | 1,200 | 0 | 0.0% | — | 不变 |
| TTMI | TTM TECHNOLOGIES INC | $30.47万 | 0.07% | 3,128 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $30.41万 | 0.07% | 2,446 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $30.26万 | 0.07% | 175 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $29.92万 | 0.07% | 1,443 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $29.66万 | 0.07% | 748 | 748 | — | $29.66万 | 新建仓 |
| IGM | ISHARES TR | $29.63万 | 0.07% | 2,500 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH & DWIGHT CO INC | $28.95万 | 0.06% | 3,102 | -100 | -3.1% | -$9,332 | 减仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $28.90万 | 0.06% | 2,023 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $28.60万 | 0.06% | 521 | 0 | 0.0% | — | 不变 |
| HXL | HEXCEL CORP NEW | $28.33万 | 0.06% | 3,500 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $28.09万 | 0.06% | 1,707 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $27.02万 | 0.06% | 605 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $26.84万 | 0.06% | 4,630 | 70 | 1.5% | $4,057 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $26.32万 | 0.06% | 821 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $26.22万 | 0.06% | 2,000 | 0 | 0.0% | — | 不变 |