Ares Financial Consulting, LLC
CALABASAS CA · SEC CIK 0002106717
$1.31亿2026Q1 申报市值
1,066持仓数
40.8%前十大占比 · 第一大 10.9%
198 / 15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
GOOG 加仓+$232.97万
NVDA 加仓+$225.85万
CEFS 加仓+$168.78万
VTI 加仓+$110.55万
GOOGL 加仓+$109.08万
2026Q1 卖出最多 按季末市值估算
HTGC 减仓-$78.75万
ARCC 减仓-$61.48万
HYT 减仓-$49.58万
STIP 减仓-$39.31万
DFAI 减仓-$35.44万
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 |
|---|---|---|---|---|---|---|---|---|
| ALB | ALBEMARLE CORP COM | $8,031 | 0.01% | 45 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP COM | $8,097 | 0.01% | 27 | 7 | 35.0% | $2,099 | 加仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $8,130 | 0.01% | 48 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC COM | $8,146 | 0.01% | 53 | 40 | 307.7% | $6,148 | 加仓 |
| AMN | AMN HEALTHCARE SVCS INC COM | $8,185 | 0.01% | 441 | 441 | — | $8,185 | 新建仓 |
| MAS | MASCO CORP COM | $8,193 | 0.01% | 135 | 0 | 0.0% | — | 不变 |
| AUB | ATLANTIC UN BANKSHARES CORP COM | $8,206 | 0.01% | 228 | 228 | — | $8,206 | 新建仓 |
| UNFI | UNITED NAT FOODS INC COM | $8,292 | 0.01% | 185 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC COM | $8,364 | 0.01% | 72 | 0 | 0.0% | — | 不变 |
| GLPI | GAMING & LEISURE P COM | $8,375 | 0.01% | 189 | 143 | 310.9% | $6,337 | 加仓 |
| GIS | GENERAL MILLS INC COM | $8,409 | 0.01% | 226 | 226 | — | $8,409 | 新建仓 |
| PHM | PULTE GROUP INC COM | $8,435 | 0.01% | 72 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO PLC SPONSORED ADR | $8,438 | 0.01% | 89 | 69 | 345.0% | $6,542 | 加仓 |
| FIVE | FIVE BELOW INC COM | $8,457 | 0.01% | 36 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $8,462 | 0.01% | 20 | 0 | 0.0% | — | 不变 |
| CVBF | CVB FINL CORP COM | $8,463 | 0.01% | 434 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $8,467 | 0.01% | 40 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | $8,618 | 0.01% | 92 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC COM | $8,641 | 0.01% | 456 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $8,855 | 0.01% | 60 | 0 | 0.0% | — | 不变 |
| AMLP | ALERIAN MLP ETF | $8,855 | 0.01% | 170 | 0 | 0.0% | — | 不变 |
| JKHY | HENRY JACK & ASSOC INC COM | $8,871 | 0.01% | 57 | 57 | — | $8,871 | 新建仓 |
| HAS | HASBRO INC COM | $8,938 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| ESLT | ELBIT SYS LTD ORD | $8,965 | 0.01% | 10 | 10 | — | $8,965 | 新建仓 |
| FDX | FEDEX CORP COM | $8,983 | 0.01% | 25 | 0 | 0.0% | — | 不变 |
| MMS | MAXIMUS INC COM | $9,009 | 0.01% | 144 | 144 | — | $9,009 | 新建仓 |
| IR | INGERSOLL RAND INC COM | $9,042 | 0.01% | 113 | 0 | 0.0% | — | 不变 |
| CMPR | CIMPRESS PLC SHS EURO | $9,107 | 0.01% | 123 | 123 | — | $9,107 | 新建仓 |
| WEN | WENDYS CO COM | $9,122 | 0.01% | 1,322 | 1,322 | — | $9,122 | 新建仓 |
| RTO | RENTOKIL INITIAL PLC SPONSORED ADR | $9,123 | 0.01% | 285 | 285 | — | $9,123 | 新建仓 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $9,129 | 0.01% | 77 | 0 | 0.0% | — | 不变 |
| FHN | FIRST HORIZON CORPORATION COM | $9,192 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| AVNT | AVIENT CORPORATION COM | $9,209 | 0.01% | 253 | 231 | 1,050.0% | $8,408 | 加仓 |
| NIO | NIO INC SPON ADS | $9,300 | 0.01% | 1,500 | 1,500 | — | $9,300 | 新建仓 |
| MTH | MERITAGE HOMES CORP COM | $9,441 | 0.01% | 152 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP COM | $9,469 | 0.01% | 155 | 0 | 0.0% | — | 不变 |
| RF | REGIONS FINANCIAL CORP NEW COM | $9,535 | 0.01% | 362 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO COM | $9,537 | 0.01% | 61 | 37 | 154.2% | $5,785 | 加仓 |
| — | DIGITALBRIDGE GROUP INC CL A NEW | $9,656 | 0.01% | 625 | 625 | — | $9,656 | 新建仓 |
| — | AMERICAN WOODMARK CORP COM | $9,717 | 0.01% | 246 | 246 | — | $9,717 | 新建仓 |
| VRSK | VERISK ANALYTICS INC COM | $9,726 | 0.01% | 53 | -30 | -36.1% | -$5,505 | 减仓 |
| EXPE | EXPEDIA GROUP INC COM NEW | $9,790 | 0.01% | 43 | 0 | 0.0% | — | 不变 |
| NICE | NICE LTD SPONSORED ADR | $9,800 | 0.01% | 89 | 89 | — | $9,800 | 新建仓 |
| GMAB | GENMAB A/S SPONSORED ADS | $9,881 | 0.01% | 363 | 363 | — | $9,881 | 新建仓 |
| UE | URBAN EDGE PPTYS COM | $9,885 | 0.01% | 497 | 497 | — | $9,885 | 新建仓 |
| NTRS | NORTHERN TR CORP COM | $9,899 | 0.01% | 70 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INC COM | $9,975 | 0.01% | 49 | 0 | 0.0% | — | 不变 |
| PEBO | PEOPLES BANCORP INC COM | $9,993 | 0.01% | 300 | 300 | — | $9,993 | 新建仓 |
| SNN | SMITH & NEPHEW PLC SPDN ADR NEW | $1.00万 | 0.01% | 312 | 312 | — | $1.00万 | 新建仓 |
| VRSN | VERISIGN INC COM | $1.00万 | 0.01% | 40 | 0 | 0.0% | — | 不变 |
| HALO | HALOZYME THERAPEUTICS INC COM | $1.01万 | 0.01% | 154 | 0 | 0.0% | — | 不变 |
| NPK | NATIONAL PRESTO INDS INC COM | $1.01万 | 0.01% | 71 | 71 | — | $1.01万 | 新建仓 |
| ZTS | ZOETIS INC CL A | $1.02万 | 0.01% | 87 | -25 | -22.3% | -$2,921 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL COM | $1.02万 | 0.01% | 8 | 0 | 0.0% | — | 不变 |
| QCLN | FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND | $1.03万 | 0.01% | 220 | 0 | 0.0% | — | 不变 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES CORP COM | $1.03万 | 0.01% | 715 | 0 | 0.0% | — | 不变 |
| GRID | FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX | $1.03万 | 0.01% | 62 | 0 | 0.0% | — | 不变 |
| DFAW | DIMENSIONAL WORLD EQUITY ETF | $1.04万 | 0.01% | 139 | 139 | — | $1.04万 | 新建仓 |
| DXCM | DEXCOM INC COM | $1.04万 | 0.01% | 166 | 50 | 43.1% | $3,118 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV SHS - A - | $1.04万 | 0.01% | 136 | 50 | 58.1% | $3,840 | 加仓 |
| ADSK | AUTODESK INC COM | $1.05万 | 0.01% | 44 | 0 | 0.0% | — | 不变 |
| CR | CRANE COMPANY COMMON STOCK | $1.05万 | 0.01% | 61 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC COM | $1.06万 | 0.01% | 50 | 32 | 177.8% | $6,785 | 加仓 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $1.06万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| PGX | INVESCO PREFERRED ETF | $1.06万 | 0.01% | 970 | 0 | 0.0% | — | 不变 |
| NXST | NEXSTAR MEDIA GROUP INC COMMON STOCK | $1.08万 | 0.01% | 60 | 55 | 1,100.0% | $9,862 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW COM | $1.09万 | 0.01% | 80 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP COM | $1.10万 | 0.01% | 176 | 0 | 0.0% | — | 不变 |
| CGW | INVESCO S&P GLOBAL WATER INDEX ETF | $1.10万 | 0.01% | 171 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC COM | $1.10万 | 0.01% | 810 | 0 | 0.0% | — | 不变 |
| IBOC | INTERNATIONAL BANCSHARES CORP COM | $1.11万 | 0.01% | 163 | 163 | — | $1.11万 | 新建仓 |
| INDB | INDEPENDENT BK CORP MASS COM | $1.12万 | 0.01% | 147 | 0 | 0.0% | — | 不变 |
| RNR | RENAISSANCERE HLDGS LTD COM | $1.12万 | 0.01% | 38 | 38 | — | $1.12万 | 新建仓 |
| SOUN | SOUNDHOUND AI INC CLASS A COM | $1.12万 | 0.01% | 1,683 | 933 | 124.4% | $6,232 | 加仓 |
| ON | ON SEMICONDUCTOR CORP COM | $1.13万 | 0.01% | 182 | 182 | — | $1.13万 | 新建仓 |
| WRB | BERKLEY W R CORP COM | $1.14万 | 0.01% | 175 | -50 | -22.2% | -$3,264 | 减仓 |
| ESGE | ISHARES ESG AWARE MSCI EM ETF | $1.15万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC CL A COM | $1.15万 | 0.01% | 97 | 70 | 259.3% | $8,307 | 加仓 |
| WSFS | WSFS FINL CORP COM | $1.16万 | 0.01% | 176 | 176 | — | $1.16万 | 新建仓 |
| CIEN | CIENA CORP COM NEW | $1.16万 | 0.01% | 28 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $1.18万 | 0.01% | 162 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC COM | $1.19万 | 0.01% | 158 | 144 | 1,028.6% | $1.08万 | 加仓 |
| ACIW | ACI WORLDWIDE INC COM | $1.20万 | 0.01% | 294 | 294 | — | $1.20万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $1.20万 | 0.01% | 43 | 10 | 30.3% | $2,802 | 加仓 |
| HLN | HALEON PLC SPON ADS | $1.21万 | 0.01% | 1,213 | 1,213 | — | $1.21万 | 新建仓 |
| DAL | DELTA AIR LINES INC COM NEW | $1.21万 | 0.01% | 179 | 0 | 0.0% | — | 不变 |
| BR | BROADRIDGE FINL SOLUTIONS INC COM | $1.23万 | 0.01% | 77 | 32 | 71.1% | $5,119 | 加仓 |
| SR | SPIRE INC COM | $1.24万 | 0.01% | 136 | 136 | — | $1.24万 | 新建仓 |
| ARCC | ARES CAPITAL CORP COM | $1.24万 | 0.01% | 702 | -34,683 | -98.0% | -$61.48万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $1.26万 | 0.01% | 336 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP COM | $1.26万 | 0.01% | 619 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL COM | $1.26万 | 0.01% | 384 | 1 | 0.3% | $33 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC COM | $1.26万 | 0.01% | 144 | 144 | — | $1.26万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $1.27万 | 0.01% | 49 | 49 | — | $1.27万 | 新建仓 |
| CHD | CHURCH & DWIGHT CO INC COM | $1.27万 | 0.01% | 137 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP COM | $1.28万 | 0.01% | 308 | 1 | 0.3% | $41 | 加仓 |
| APH | AMPHENOL CORP CL A | $1.28万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP COM | $1.28万 | 0.01% | 262 | 0 | 0.0% | — | 不变 |
| PICK | ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF | $1.29万 | 0.01% | 223 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW COM | $1.29万 | 0.01% | 114 | 0 | 0.0% | — | 不变 |