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 |
|---|---|---|---|---|---|---|---|---|
| XLU | SELECT SECTOR SPDR TR | $25.23万 | 0.06% | 5,498 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $25.02万 | 0.06% | 465 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $24.97万 | 0.05% | 760 | -50 | -6.2% | -$1.64万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $24.49万 | 0.05% | 2,209 | 0 | 0.0% | — | 不变 |
| TXT | TEXTRON INC | $24.26万 | 0.05% | 2,771 | 0 | 0.0% | — | 不变 |
| CRS | CARPENTER TECHNOLOGY CORP | $24.20万 | 0.05% | 614 | 614 | — | $24.20万 | 新建仓 |
| — | CPS TECHNOLOGIES CORP | $23.90万 | 0.05% | 63,900 | 20,000 | 45.6% | $7.48万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $23.69万 | 0.05% | 660 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $23.56万 | 0.05% | 3,570 | 0 | 0.0% | — | 不变 |
| BWXT | BWX TECHNOLOGIES INC | $23.35万 | 0.05% | 1,142 | 0 | 0.0% | — | 重新持有 |
| CCI | CROWN CASTLE INC | $23.00万 | 0.05% | 2,829 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $22.83万 | 0.05% | 614 | -30 | -4.7% | -$1.12万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $22.15万 | 0.05% | 2,296 | -436 | -16.0% | -$4.21万 | 减仓 |
| COR | CENCORA INC | $21.99万 | 0.05% | 700 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $21.84万 | 0.05% | 4,249 | 4,249 | — | $21.84万 | 新建仓 |
| CPNG | COUPANG INC | $21.75万 | 0.05% | 11,520 | 1,200 | 11.6% | $2.27万 | 加仓 |
| CTVA | CORTEVA INC | $21.68万 | 0.05% | 2,590 | 2,590 | — | $21.68万 | 新建仓 |
| WFC | WELLS FARGO & CO | $21.49万 | 0.05% | 2,700 | -130 | -4.6% | -$1.03万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $21.17万 | 0.05% | 3,760 | 0 | 0.0% | — | 重新持有 |
| VGT | VANGUARD WORLD FD | $20.93万 | 0.05% | 300 | 0 | 0.0% | — | 不变 |
| BDYN | BLACKROCK ETF TRUST | $20.88万 | 0.05% | 8,590 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $20.50万 | 0.05% | 364 | -115 | -24.0% | -$6.48万 | 重新持有 |
| TOST | TOAST INC | $20.44万 | 0.04% | 7,710 | 200 | 2.7% | $5,302 | 加仓 |
| FSK | FS KKR CAP CORP | $15.16万 | 0.03% | 14,890 | -7,675 | -34.0% | -$7.81万 | 减仓 |
| VSTM | VERASTEM INC | $13.91万 | 0.03% | 26,249 | 0 | 0.0% | — | 不变 |
| RDW | REDWIRE CORPORATION | $8.50万 | 0.02% | 10,000 | 10,000 | — | $8.50万 | 新建仓 |
| — | GRAYSCALE SOLANA STAKING ETF | $8.24万 | 0.02% | 13,450 | 2,000 | 17.5% | $1.23万 | 加仓 |
| NIO | NIO INC | $6.03万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| COTY | COTY INC | $4.02万 | 0.01% | 20,000 | 0 | 0.0% | — | 不变 |
| EDIT | EDITAS MEDICINE INC | $3.09万 | 0.01% | 12,500 | 0 | 0.0% | — | 不变 |
| — | AMERICAN BITCOIN CORP. | $1.85万 | 0.00% | 20,000 | 10,000 | 100.0% | $9,244 | 加仓 |
| — | METAVIA INC | $1.20万 | 0.00% | 10,000 | 10,000 | — | $1.20万 | 新建仓 |
| — | TSCAN THERAPEUTICS INC | $1.01万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | CANOPY GROWTH CORPORATION | $9,479 | 0.00% | 10,020 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -4,714 | -100.0% | -$86.66万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -1,777 | -100.0% | -$62.19万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -6,100 | -100.0% | -$39.30万 | 清仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $0 | 0.00% | 0 | -3,189 | -100.0% | -$26.47万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| INTU | INTUIT | $0 | 0.00% | 0 | -388 | -100.0% | -$25.70万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -778 | -100.0% | -$25.68万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PAYX | PAYCHEX INC | $0 | 0.00% | 0 | -2,039 | -100.0% | -$22.87万 | 清仓 |
| MHK | MOHAWK INDS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -1,333 | -100.0% | -$20.55万 | 清仓 |
| — | FUBOTV INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$2.52万 | 清仓 |