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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $2,498.25万 | 4.91% | 86,337 | -11 | -0.0% | -$3,183 | 减仓 |
| VUG | VANGUARD INDEX FDS | $2,246.39万 | 4.41% | 260,784 | 7,722 | 3.1% | $66.52万 | 加仓 |
| EFA | ISHARES TR | $2,175.61万 | 4.27% | 209,435 | 12,772 | 6.5% | $132.68万 | 加仓 |
| VB | VANGUARD INDEX FDS | $2,019.90万 | 3.97% | 66,637 | 1,113 | 1.7% | $33.74万 | 加仓 |
| 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 |
| CAT | CATERPILLAR INC | $1,866.24万 | 3.66% | 17,525 | -65 | -0.4% | -$6.92万 | 减仓 |
| VO | VANGUARD INDEX FDS | $1,571.28万 | 3.09% | 195,021 | 3,605 | 1.9% | $29.05万 | 加仓 |
| SGOV | ISHARES TR | $1,429.06万 | 2.81% | 141,955 | 51,255 | 56.5% | $515.98万 | 加仓 |
| EEM | ISHARES TR | $1,385.28万 | 2.72% | 202,496 | 4,861 | 2.5% | $33.25万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,326.20万 | 2.60% | 35,553 | -274 | -0.8% | -$10.22万 | 减仓 |
| GOOGL | ALPHABET INC | $1,170.07万 | 2.30% | 32,741 | -3 | -0.0% | -$1,072 | 减仓 |
| AMZN | AMAZON COM INC | $1,035.04万 | 2.03% | 43,427 | -180 | -0.4% | -$4.29万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1,031.86万 | 2.03% | 47,348 | 3,197 | 7.2% | $69.67万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $741.45万 | 1.46% | 20,037 | -59 | -0.3% | -$2.18万 | 减仓 |
| SDY | SPDR SERIES TRUST | $738.30万 | 1.45% | 48,515 | -1,200 | -2.4% | -$18.26万 | 减仓 |
| IWV | ISHARES TR | $652.14万 | 1.28% | 15,294 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $646.00万 | 1.27% | 25,436 | -50 | -0.2% | -$1.27万 | 减仓 |
| META | META PLATFORMS INC | $617.37万 | 1.21% | 10,960 | -10 | -0.1% | -$5,633 | 减仓 |
| WMT | WALMART INC | $615.50万 | 1.21% | 54,344 | -15 | -0.0% | -$1,699 | 减仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $600.99万 | 1.18% | 215,564 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $568.64万 | 1.12% | 17,372 | -25 | -0.1% | -$8,183 | 减仓 |
| — | EXXON MOBIL CORP | $566.18万 | 1.11% | 41,412 | -100 | -0.2% | -$1.37万 | 减仓 |
| SHY | ISHARES TR | $551.33万 | 1.08% | 67,145 | 3,982 | 6.3% | $32.70万 | 加仓 |
| HD | HOME DEPOT INC | $522.65万 | 1.03% | 14,820 | -128 | -0.9% | -$4.51万 | 减仓 |
| GLD | SPDR GOLD TR | $520.52万 | 1.02% | 14,130 | 73 | 0.5% | $2.69万 | 加仓 |
| QUAL | ISHARES TR | $517.50万 | 1.02% | 23,584 | -96 | -0.4% | -$2.11万 | 减仓 |
| LLY | ELI LILLY & CO | $495.60万 | 0.97% | 4,132 | 52 | 1.3% | $6.24万 | 加仓 |
| DGRW | WISDOMTREE TR | $460.52万 | 0.90% | 48,161 | -466 | -1.0% | -$4.46万 | 减仓 |
| V | VISA INC | $446.74万 | 0.88% | 13,021 | -130 | -1.0% | -$4.46万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $438.46万 | 0.86% | 53,050 | 5,843 | 12.4% | $48.29万 | 加仓 |
| FLRN | SPDR SERIES TRUST | $381.26万 | 0.75% | 123,585 | -2,600 | -2.1% | -$8.02万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $376.53万 | 0.74% | 4,025 | 0 | 0.0% | — | 不变 |
| ACWI | ISHARES TR | $350.12万 | 0.69% | 22,305 | 228 | 1.0% | $3.58万 | 加仓 |
| MRK | MERCK & CO INC | $327.85万 | 0.64% | 25,514 | -18 | -0.1% | -$2,313 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $324.43万 | 0.64% | 11,537 | 100 | 0.9% | $2.81万 | 加仓 |
| AGG | ISHARES TR | $307.32万 | 0.60% | 31,049 | 3,992 | 14.8% | $39.51万 | 加仓 |
| ABBV | ABBVIE INC | $295.17万 | 0.58% | 11,730 | -500 | -4.1% | -$12.58万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $294.57万 | 0.58% | 20,088 | -302 | -1.5% | -$4.43万 | 减仓 |
| GDX | VANECK ETF TRUST | $291.30万 | 0.57% | 38,609 | 1,200 | 3.2% | $9.05万 | 加仓 |
| QQQ | INVESCO QQQ TR | $282.63万 | 0.55% | 3,838 | 312 | 8.8% | $22.98万 | 加仓 |
| USMV | ISHARES TR | $278.58万 | 0.55% | 28,880 | -419 | -1.4% | -$4.04万 | 减仓 |
| WM | WASTE MGMT INC DEL | $275.23万 | 0.54% | 12,349 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $273.21万 | 0.54% | 3,978 | 271 | 7.3% | $18.61万 | 加仓 |
| IGSB | ISHARES TR | $258.22万 | 0.51% | 49,269 | -1,443 | -2.8% | -$7.56万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $256.11万 | 0.50% | 42,906 | -1,650 | -3.7% | -$9.85万 | 减仓 |
| CB | CHUBB LIMITED | $252.08万 | 0.49% | 7,398 | -24 | -0.3% | -$8,178 | 减仓 |
| KLAC | KLA CORP | $248.61万 | 0.49% | 8,240 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $238.05万 | 0.47% | 4,748 | -148 | -3.0% | -$7.42万 | 减仓 |
| GE | GE AEROSPACE | $223.64万 | 0.44% | 5,984 | -522 | -8.0% | -$19.51万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $220.88万 | 0.43% | 31,000 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $218.92万 | 0.43% | 14,450 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $217.23万 | 0.43% | 1,849 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $201.02万 | 0.39% | 10,595 | -12 | -0.1% | -$2,277 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $197.80万 | 0.39% | 39,115 | 4,500 | 13.0% | $22.76万 | 加仓 |
| TXN | TEXAS INSTRS INC | $193.21万 | 0.38% | 6,482 | -6 | -0.1% | -$1,788 | 减仓 |
| PEP | PEPSICO INC | $191.81万 | 0.38% | 14,166 | -328 | -2.3% | -$4.44万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $186.30万 | 0.37% | 37,089 | 1,287 | 3.6% | $6.46万 | 加仓 |
| CSCO | CISCO SYS INC | $182.76万 | 0.36% | 15,559 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $172.32万 | 0.34% | 4,877 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $171.39万 | 0.34% | 21,687 | -1,000 | -4.4% | -$7.90万 | 减仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $168.80万 | 0.33% | 22,316 | -616 | -2.7% | -$4.66万 | 减仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $167.49万 | 0.33% | 64,542 | 840 | 1.3% | $2.18万 | 加仓 |
| IDXX | IDEXX LABS INC | $166.62万 | 0.33% | 3,165 | -24 | -0.8% | -$1.26万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $165.88万 | 0.33% | 18,281 | -25 | -0.1% | -$2,269 | 减仓 |
| NVDA | NVIDIA CORPORATION | $165.79万 | 0.33% | 8,286 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $164.92万 | 0.32% | 21,168 | 4,142 | 24.3% | $32.27万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $164.34万 | 0.32% | 6,076 | -22 | -0.4% | -$5,950 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $163.71万 | 0.32% | 19,547 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $159.25万 | 0.31% | 9,607 | -2 | -0.0% | -$332 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $159.22万 | 0.31% | 3,182 | -38 | -1.2% | -$1.90万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $158.04万 | 0.31% | 7,057 | -530 | -7.0% | -$11.87万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $158.04万 | 0.31% | 6,679 | -56 | -0.8% | -$1.33万 | 减仓 |
| MCD | MCDONALDS CORP | $156.83万 | 0.31% | 5,802 | -2 | -0.0% | -$541 | 减仓 |
| INTC | INTEL CORP | $155.42万 | 0.31% | 11,131 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $154.95万 | 0.30% | 4,102 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $152.21万 | 0.30% | 1,583 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $151.04万 | 0.30% | 15,639 | 0 | 0.0% | — | 不变 |
| ETH | GRAYSCALE ETHEREUM STAKING | $150.90万 | 0.30% | 100,397 | 6,095 | 6.5% | $9.16万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $149.49万 | 0.29% | 28,148 | -600 | -2.1% | -$3.19万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $143.77万 | 0.28% | 7,546 | -44 | -0.6% | -$8,383 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $139.51万 | 0.27% | 27,355 | -4,115 | -13.1% | -$20.99万 | 减仓 |
| UNP | UNION PAC CORP | $136.82万 | 0.27% | 5,030 | -50 | -1.0% | -$1.36万 | 减仓 |
| RKLB | ROCKET LAB CORP | $132.92万 | 0.26% | 13,076 | -3,400 | -20.6% | -$34.56万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $126.77万 | 0.25% | 5,958 | -200 | -3.2% | -$4.26万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $125.23万 | 0.25% | 13,659 | -16 | -0.1% | -$1,467 | 减仓 |
| INDB | INDEPENDENT BK CORP MASS | $124.51万 | 0.24% | 14,872 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $123.88万 | 0.24% | 14,114 | 0 | 0.0% | — | 不变 |
| — | GRAYSCALE COINDESK CRYPTO | $121.61万 | 0.24% | 46,080 | 18,335 | 66.1% | $48.39万 | 加仓 |
| LIN | LINDE PLC | $121.07万 | 0.24% | 2,333 | -1 | -0.0% | -$519 | 减仓 |
| ACWX | ISHARES TR | $117.48万 | 0.23% | 15,436 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $117.12万 | 0.23% | 16,231 | 1,300 | 8.7% | $9.38万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $110.67万 | 0.22% | 12,500 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $110.08万 | 0.22% | 4,471 | 102 | 2.3% | $2.51万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $108.77万 | 0.21% | 2,510 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $108.48万 | 0.21% | 10,080 | 0 | 0.0% | — | 不变 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $103.39万 | 0.20% | 39,856 | 1,350 | 3.5% | $3.50万 | 加仓 |
| IVV | ISHARES TR | $103.12万 | 0.20% | 1,377 | 385 | 38.8% | $28.83万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $99.59万 | 0.20% | 1,939 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $98.87万 | 0.19% | 4,484 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $98.75万 | 0.19% | 12,151 | -18 | -0.1% | -$1,463 | 减仓 |