Aries Wealth Management
- SEC CIK
- 0001729515
- 最新申報
- 2026/7/24
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/20 申報。只含多頭部位。
- 持股檔數
- 175
- 2020 年第 4 季沒有 13F 資料
- 總值
- $2.23 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 476,110 | $1,460 萬 | 6.6% | – | – | – |
| AAPLApple Inc. | Stock | 97,173 | $1,283 萬 | 5.8% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 36,279 | $927.3 萬 | 4.2% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 35,653 | $782.3 萬 | 3.5% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 29,136 | $665.6 萬 | 3.0% | – | – | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 95,204 | $521.0 萬 | 2.3% | – | – | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 43,292 | $519.6 萬 | 2.3% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 18,595 | $506.0 萬 | 2.3% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 11,944 | $491.4 萬 | 2.2% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 15,175 | $485.6 萬 | 2.2% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 28,193 | $450.9 萬 | 2.0% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 18,564 | $431.8 萬 | 1.9% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,156 | $385.3 萬 | 1.7% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 10,414 | $315.4 萬 | 1.4% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 53,953 | $309.3 萬 | 1.4% | – | – | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 36,352 | $283.8 萬 | 1.3% | – | – | – |
| VVisa Inc. | Stock | 12,545 | $278.5 萬 | 1.3% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,242 | $278.4 萬 | 1.3% | – | – | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 10,833 | $266.8 萬 | 1.2% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 17,075 | $258.2 萬 | 1.2% | – | – | 歷史 |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 82,350 | $252.2 萬 | 1.1% | – | – | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 49,470 | $250.9 萬 | 1.1% | – | – | – |
| PGProcter & Gamble Co | Stock | 18,425 | $249.8 萬 | 1.1% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 17,539 | $244.4 萬 | 1.1% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 29,875 | $228.2 萬 | 1.0% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 43,335 | $226.0 萬 | 1.0% | – | – | – |
| PEPPepsiCo Inc | Stock | 15,872 | $225.6 萬 | 1.0% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 4,620 | $220.9 萬 | 1.0% | – | – | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 16,700 | $209.8 萬 | 0.9% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 24,980 | $205.4 萬 | 0.9% | – | – | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 44,198 | $202.6 萬 | 0.9% | – | – | – |
| INTCIntel Corp | Stock | 30,591 | $196.4 萬 | 0.9% | – | – | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 8,840 | $195.9 萬 | 0.9% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 16,111 | $195.7 萬 | 0.9% | – | – | 歷史 |
| INDBIndependent Bank Corp | COM | 22,690 | $186.5 萬 | 0.8% | – | – | 歷史 |
| TREXTrex Co Inc | COM | 17,200 | $173.0 萬 | 0.8% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 8,556 | $160.4 萬 | 0.7% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 11,987 | $159.0 萬 | 0.7% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 23,571 | $150.4 萬 | 0.7% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 39,586 | $147.1 萬 | 0.7% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 17,592 | $145.3 萬 | 0.7% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 19,024 | $135.1 萬 | 0.6% | – | – | – |
| MCDMcDonalds Corp | Stock | 5,743 | $132.3 萬 | 0.6% | – | – | 歷史 |
| CBChubb Ltd | Stock | 7,624 | $125.1 萬 | 0.6% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 9,456 | $125.1 萬 | 0.6% | – | – | 歷史 |
| iShares Tr46432F388 | MSCI USA VALUE | 12,027 | $125.0 萬 | 0.6% | – | – | – |
| ABBVAbbVie Inc. | Stock | 11,768 | $124.6 萬 | 0.6% | – | – | 歷史 |
| MMM3M Co | Stock | 6,267 | $123.3 萬 | 0.6% | – | – | 歷史 |
| CLColgate Palmolive Co | Stock | 15,373 | $122.1 萬 | 0.5% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 23,714 | $121.8 萬 | 0.5% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,349 | $121.6 萬 | 0.5% | – | – | 歷史 |
| CVXChevron Corp | Stock | 11,458 | $119.5 萬 | 0.5% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 6,180 | $117.6 萬 | 0.5% | – | – | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 22,000 | $113.8 萬 | 0.5% | – | – | – |
| CICigna Group | Stock | 4,544 | $113.3 萬 | 0.5% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 2,932 | $110.1 萬 | 0.5% | – | – | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 12,105 | $107.7 萬 | 0.5% | – | – | – |
| ADPAutomatic Data Processing Inc | Stock | 5,609 | $107.2 萬 | 0.5% | – | – | 歷史 |
| ACNAccenture plc | Stock | 3,684 | $104.8 萬 | 0.5% | – | – | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 18,419 | $98.9 萬 | 0.4% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 2,581 | $97.6 萬 | 0.4% | – | – | – |
| LOWLowes Companies Inc | Stock | 4,806 | $96.9 萬 | 0.4% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 3,586 | $95.9 萬 | 0.4% | – | – | 歷史 |
| RTXRTX Corp | Stock | 12,011 | $93.6 萬 | 0.4% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 4,152 | $92.4 萬 | 0.4% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 3,983 | $91.4 萬 | 0.4% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 5,640 | $85.0 萬 | 0.4% | – | – | – |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 6,691 | $83.9 萬 | 0.4% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 15,673 | $83.5 萬 | 0.4% | – | – | 歷史 |
| WMWaste Management Inc | Stock | 6,022 | $80.6 萬 | 0.4% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 14,551 | $77.2 萬 | 0.3% | – | – | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 12,143 | $75.4 萬 | 0.3% | – | – | – |
| GLDSPDR Gold Trust | ETF | 4,596 | $74.8 萬 | 0.3% | – | – | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 5,649 | $73.4 萬 | 0.3% | – | – | 歷史 |
| GEGeneral Electric Co | COM | 53,538 | $73.2 萬 | 0.3% | – | – | 歷史 |
| FDXFedEx Corp | Stock | 2,482 | $71.4 萬 | 0.3% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 9,028 | $71.4 萬 | 0.3% | – | – | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 8,264 | $70.3 萬 | 0.3% | – | – | – |
| BLKBlackRock, Inc. | COM | 833 | $66.7 萬 | 0.3% | – | – | 歷史 |
| EMREmerson Electric Co | Stock | 7,267 | $66.5 萬 | 0.3% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 5,556 | $64.0 萬 | 0.3% | – | – | 歷史 |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 10,600 | $63.6 萬 | 0.3% | – | – | – |
| DHRDanaher Corp | Stock | 2,599 | $61.7 萬 | 0.3% | – | – | 歷史 |
| LINLinde PLC | SHS | 2,127 | $60.6 萬 | 0.3% | – | – | 歷史 |
| KKRKKR & Co. Inc. | COM | 11,160 | $59.3 萬 | 0.3% | – | – | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 12,013 | $59.1 萬 | 0.3% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 5,009 | $58.4 萬 | 0.3% | – | – | – |
| AZNAstraZeneca PLC | SPONSORED ADR | 11,695 | $58.3 萬 | 0.3% | – | – | 歷史 |
| AKAMAkamai Technologies Inc | COM | 5,400 | $55.9 萬 | 0.3% | – | – | 歷史 |
| KMBKimberly Clark Corp | Stock | 4,025 | $54.8 萬 | 0.2% | – | – | 歷史 |
| AXPAmerican Express Co | Stock | 3,511 | $51.8 萬 | 0.2% | – | – | 歷史 |
| CVSCVS Health Corp | Stock | 6,881 | $51.7 萬 | 0.2% | – | – | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 1,000 | $51.4 萬 | 0.2% | – | – | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 9,876 | $50.1 萬 | 0.2% | – | – | – |
| TDToronto Dominion Bank | Stock | 7,487 | $49.6 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,263 | $48.5 萬 | 0.2% | – | – | – |
| LLYEli Lilly & Co | Stock | 2,630 | $48.1 萬 | 0.2% | – | – | 歷史 |
| MNSTMonster Beverage Corp | COM | 5,050 | $47.9 萬 | 0.2% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 3,847 | $47.7 萬 | 0.2% | – | – | 歷史 |
| TJXTJX Companies Inc | Stock | 6,797 | $46.6 萬 | 0.2% | – | – | 歷史 |