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 |
|---|---|---|---|---|---|---|---|---|
| — | CPS TECHNOLOGIES CORP | $29.75万 | 0.06% | 53,900 | -10,000 | -15.6% | -$5.52万 | 减仓 |
| MELI | MERCADOLIBRE INC | $29.70万 | 0.06% | 175 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $28.68万 | 0.06% | 2,400 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $28.27万 | 0.06% | 821 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $27.93万 | 0.05% | 4,630 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $27.92万 | 0.05% | 1,511 | 0 | 0.0% | — | 重新持有 |
| BWXT | BWX TECHNOLOGIES INC | $27.68万 | 0.05% | 1,422 | 280 | 24.5% | $5.45万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $27.58万 | 0.05% | 3,760 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $27.36万 | 0.05% | 2,000 | 0 | 0.0% | — | 不变 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $26.59万 | 0.05% | 2,023 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $26.02万 | 0.05% | 2,429 | 220 | 10.0% | $2.36万 | 加仓 |
| TSLA | TESLA INC | $25.82万 | 0.05% | 614 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $25.69万 | 0.05% | 3,570 | 0 | 0.0% | — | 不变 |
| TXT | TEXTRON INC | $25.42万 | 0.05% | 2,771 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $25.20万 | 0.05% | 2,296 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $24.93万 | 0.05% | 5,498 | 0 | 0.0% | — | 不变 |
| MHK | MOHAWK INDS INC | $24.27万 | 0.05% | 2,000 | 0 | 0.0% | — | 重新持有 |
| SYK | STRYKER CORPORATION | $23.93万 | 0.05% | 760 | 0 | 0.0% | — | 不变 |
| BDYN | BLACKROCK ETF TRUST | $23.83万 | 0.05% | 8,590 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $23.09万 | 0.05% | 364 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $22.45万 | 0.04% | 2,170 | 2,170 | — | $22.45万 | 新建仓 |
| WFC | WELLS FARGO & CO | $22.31万 | 0.04% | 2,700 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $21.98万 | 0.04% | 2,347 | 2,347 | — | $21.98万 | 新建仓 |
| CTVA | CORTEVA INC | $21.93万 | 0.04% | 2,590 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $21.67万 | 0.04% | 1,964 | 1,964 | — | $21.67万 | 新建仓 |
| TOST | TOAST INC | $21.45万 | 0.04% | 7,710 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $21.36万 | 0.04% | 1,153 | 1,153 | — | $21.36万 | 新建仓 |
| TTMI | TTM TECHNOLOGIES INC | $21.10万 | 0.04% | 1,128 | -2,000 | -63.9% | -$37.40万 | 减仓 |
| SNOW | SNOWFLAKE INC | $21.00万 | 0.04% | 825 | 825 | — | $21.00万 | 新建仓 |
| WTAI | WISDOMTREE TR | $20.71万 | 0.04% | 4,362 | 4,362 | — | $20.71万 | 新建仓 |
| CPNG | COUPANG INC | $20.01万 | 0.04% | 11,520 | 0 | 0.0% | — | 不变 |
| FSK | FS KKR CAP CORP | $15.63万 | 0.03% | 14,890 | 0 | 0.0% | — | 不变 |
| VSTM | VERASTEM INC | $11.78万 | 0.02% | 30,833 | 4,584 | 17.5% | $1.75万 | 加仓 |
| ABEO | ABEONA THERAPEUTICS INC | $7.72万 | 0.02% | 12,500 | 12,500 | — | $7.72万 | 新建仓 |
| — | GRAYSCALE SOLANA STAKING ETF | $7.44万 | 0.01% | 13,450 | 0 | 0.0% | — | 不变 |
| NIO | NIO INC | $5.06万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| COTY | COTY INC | $4.32万 | 0.01% | 20,000 | 0 | 0.0% | — | 不变 |
| EDIT | EDITAS MEDICINE INC | $4.05万 | 0.01% | 12,500 | 0 | 0.0% | — | 不变 |
| — | METAVIA INC | $1.43万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | AMERICAN BITCOIN CORP. | $1.36万 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| — | TSCAN THERAPEUTICS INC | $9,801 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | CANOPY GROWTH CORPORATION | $9,747 | 0.00% | 10,020 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE INC | $0 | 0.00% | 0 | -2,829 | -100.0% | -$23.00万 | 清仓 |
| COR | CENCORA INC | $0 | 0.00% | 0 | -700 | -100.0% | -$21.99万 | 清仓 |
| SLB | SLB LIMITED | $0 | 0.00% | 0 | -4,249 | -100.0% | -$21.84万 | 清仓 |
| RDW | REDWIRE CORPORATION | $0 | 0.00% | 0 | -10,000 | -100.0% | -$8.50万 | 清仓 |