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 |
|---|---|---|---|---|---|---|---|---|
| AXSM | AXSOME THERAPEUTICS INC. | $97.91万 | 0.19% | 4,000 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $97.49万 | 0.19% | 19,096 | -52 | -0.3% | -$2,655 | 减仓 |
| KOD | KODIAK SCIENCES INC | $97.40万 | 0.19% | 25,000 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $96.98万 | 0.19% | 9,768 | 1,832 | 23.1% | $18.19万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $93.24万 | 0.18% | 9,700 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $91.28万 | 0.18% | 1,208 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $88.55万 | 0.17% | 6,186 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $88.45万 | 0.17% | 5,463 | -100 | -1.8% | -$1.62万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $87.75万 | 0.17% | 2,658 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $86.72万 | 0.17% | 2,035 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $86.18万 | 0.17% | 12,070 | 2,780 | 29.9% | $19.85万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $85.94万 | 0.17% | 5,540 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $83.94万 | 0.16% | 4,486 | -75 | -1.6% | -$1.40万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $83.52万 | 0.16% | 3,583 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $81.35万 | 0.16% | 8,864 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $81.16万 | 0.16% | 1,881 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $81.05万 | 0.16% | 4,779 | 0 | 0.0% | — | 不变 |
| SUSL | ISHARES TR | $80.33万 | 0.16% | 6,051 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $70.96万 | 0.14% | 2,098 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $70.40万 | 0.14% | 29,237 | -600 | -2.0% | -$1.44万 | 减仓 |
| DIS | DISNEY WALT CO | $70.40万 | 0.14% | 7,314 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $69.72万 | 0.14% | 4,394 | -50 | -1.1% | -$7,933 | 减仓 |
| SHV | ISHARES TR | $65.70万 | 0.13% | 5,954 | 345 | 6.2% | $3.81万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $65.13万 | 0.13% | 644 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $63.56万 | 0.12% | 7,673 | 0 | 0.0% | — | 不变 |
| HUBB | HUBBELL INC | $63.10万 | 0.12% | 1,206 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $62.45万 | 0.12% | 13,720 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $62.20万 | 0.12% | 10,794 | -9 | -0.1% | -$519 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $61.88万 | 0.12% | 3,713 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $61.32万 | 0.12% | 2,182 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $59.85万 | 0.12% | 4,820 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $59.49万 | 0.12% | 7,672 | -290 | -3.6% | -$2.25万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $58.56万 | 0.11% | 10,125 | 214 | 2.2% | $1.24万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $58.43万 | 0.11% | 10,899 | -2,313 | -17.5% | -$12.40万 | 减仓 |
| TTE | TOTALENERGIES SE | $57.85万 | 0.11% | 7,439 | 0 | 0.0% | — | 不变 |
| PI | IMPINJ INC | $57.29万 | 0.11% | 4,000 | 0 | 0.0% | — | 不变 |
| KOMP | SPDR SERIES TRUST | $57.27万 | 0.11% | 8,010 | 120 | 1.5% | $8,580 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $57.15万 | 0.11% | 4,975 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $56.64万 | 0.11% | 500 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $56.61万 | 0.11% | 4,549 | -624 | -12.1% | -$7.77万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $56.36万 | 0.11% | 7,677 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $55.12万 | 0.11% | 3,761 | -85 | -2.2% | -$1.25万 | 减仓 |
| TMUS | T-MOBILE US INC | $54.76万 | 0.11% | 3,265 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $54.72万 | 0.11% | 7,247 | 387 | 5.6% | $2.92万 | 加仓 |
| IJH | ISHARES TR | $54.52万 | 0.11% | 7,071 | 0 | 0.0% | — | 不变 |
| RNR | RENAISSANCERE HLDGS LTD | $53.18万 | 0.10% | 1,678 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $53.17万 | 0.10% | 3,394 | 665 | 24.4% | $10.42万 | 加仓 |
| EFAV | ISHARES TR | $52.54万 | 0.10% | 5,990 | 150 | 2.6% | $1.32万 | 加仓 |
| EEMV | ISHARES INC | $51.52万 | 0.10% | 6,844 | -43 | -0.6% | -$3,237 | 减仓 |
| NUE | NUCOR CORP | $51.34万 | 0.10% | 2,305 | 0 | 0.0% | — | 不变 |
| UNM | UNUM GROUP | $51.28万 | 0.10% | 5,736 | 0 | 0.0% | — | 不变 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $50.77万 | 0.10% | 8,500 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $50.26万 | 0.10% | 2,973 | 0 | 0.0% | — | 不变 |
| PTC | PTC INC | $50.03万 | 0.10% | 4,404 | 9 | 0.2% | $1,022 | 加仓 |
| AMP | AMERIPRISE FINL INC | $49.59万 | 0.10% | 1,081 | 0 | 0.0% | — | 不变 |
| RPG | INVESCO EXCHANGE TRADED FD T | $48.14万 | 0.09% | 7,540 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $47.74万 | 0.09% | 1,400 | 1,400 | — | $47.74万 | 新建仓 |
| CI | THE CIGNA GROUP | $47.61万 | 0.09% | 1,727 | -1,050 | -37.8% | -$28.95万 | 减仓 |
| FDX | FEDEX CORP | $46.97万 | 0.09% | 1,500 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $46.09万 | 0.09% | 1,159 | 20 | 1.8% | $7,954 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $45.92万 | 0.09% | 7,890 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $45.80万 | 0.09% | 3,456 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $45.72万 | 0.09% | 4,965 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $45.38万 | 0.09% | 464 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $43.16万 | 0.08% | 1,549 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $42.99万 | 0.08% | 2,257 | 0 | 0.0% | — | 不变 |
| TAN | INVESCO EXCH TRADED FD TR II | $42.44万 | 0.08% | 7,175 | 325 | 4.7% | $1.92万 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $41.47万 | 0.08% | 3,726 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD SCOTTSDALE FDS | $41.03万 | 0.08% | 6,956 | 0 | 0.0% | — | 不变 |
| IGM | ISHARES TR | $40.90万 | 0.08% | 2,500 | 0 | 0.0% | — | 不变 |
| XNTK | SPDR SERIES TRUST | $39.06万 | 0.08% | 1,000 | -200 | -16.7% | -$7.81万 | 减仓 |
| AFL | AFLAC INC | $38.55万 | 0.08% | 3,288 | -74 | -2.2% | -$8,676 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $38.16万 | 0.07% | 500 | 0 | 0.0% | — | 重新持有 |
| LMT | LOCKHEED MARTIN CORP | $38.11万 | 0.07% | 748 | 0 | 0.0% | — | 不变 |
| IEI | ISHARES TR | $38.03万 | 0.07% | 3,238 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $37.91万 | 0.07% | 3,647 | -62 | -1.7% | -$6,446 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $37.87万 | 0.07% | 614 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $37.51万 | 0.07% | 521 | 0 | 0.0% | — | 不变 |
| XBI | SPDR SERIES TRUST | $37.35万 | 0.07% | 2,360 | -400 | -14.5% | -$6.33万 | 减仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $37.06万 | 0.07% | 29,041 | -3,936 | -11.9% | -$5.02万 | 减仓 |
| — | DBX ETF TR | $36.47万 | 0.07% | 5,627 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $36.44万 | 0.07% | 817 | 69 | 9.2% | $3.08万 | 加仓 |
| IJR | ISHARES TR | $36.28万 | 0.07% | 2,446 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $35.96万 | 0.07% | 4,837 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $35.68万 | 0.07% | 1,707 | 0 | 0.0% | — | 不变 |
| — | DBX ETF TR | $35.22万 | 0.07% | 9,185 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $35.16万 | 0.07% | 1,650 | 0 | 0.0% | — | 不变 |
| HXL | HEXCEL CORP NEW | $35.02万 | 0.07% | 3,500 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $34.75万 | 0.07% | 1,399 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $34.33万 | 0.07% | 1,443 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL INC | $34.32万 | 0.07% | 1,533 | -1,539 | -50.1% | -$34.46万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $34.07万 | 0.07% | 2,905 | -25 | -0.9% | -$2,932 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $33.89万 | 0.07% | 1,533 | 1,533 | — | $33.89万 | 新建仓 |
| CMI | CUMMINS INC | $33.16万 | 0.07% | 465 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $32.68万 | 0.06% | 660 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $32.45万 | 0.06% | 896 | -2 | -0.2% | -$724 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $31.43万 | 0.06% | 3,275 | 100 | 3.1% | $9,598 | 加仓 |
| XYL | XYLEM INC | $31.33万 | 0.06% | 2,650 | -150 | -5.4% | -$1.77万 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $30.05万 | 0.06% | 3,102 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $30.05万 | 0.06% | 605 | 0 | 0.0% | — | 不变 |