Aries Wealth Management
- SEC CIK
- 0001729515
- 最新申報
- 2026/7/24
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/7/27 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 176
- 較 2022 年第 1 季 +103
- 總值
- $2.20 億
- 較 2022 年第 1 季 −$1,076 萬 (−4.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 93,050 | $1,272 萬 | 5.8% | +85,438+1,122.4% | 加碼 | 歷史 |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 328,649 | $967.9 萬 | 4.4% | +328,649 | 新進 | – |
| MSFTMicrosoft Corp | Stock | 35,406 | $909.3 萬 | 4.1% | +32,710+1,213.3% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 39,052 | $687.7 萬 | 3.1% | +39,052 | 新進 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 30,983 | $610.3 萬 | 2.8% | +28,659+1,233.2% | 加碼 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 46,494 | $551.8 萬 | 2.5% | +46,494 | 新進 | – |
| JNJJohnson & Johnson | Stock | 30,712 | $545.2 萬 | 2.5% | +30,712 | 新進 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 102,792 | $519.6 萬 | 2.4% | +86,896+546.7% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 22,894 | $510.3 萬 | 2.3% | +22,894 | 新進 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 12,244 | $461.9 萬 | 2.1% | +3,715+43.6% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 51,541 | $441.4 萬 | 2.0% | +51,541 | 新進 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 65,967 | $412.2 萬 | 1.9% | +65,967 | 新進 | – |
| HDHome Depot, Inc. | Stock | 15,027 | $412.1 萬 | 1.9% | +15,027 | 新進 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 72,690 | $364.1 萬 | 1.7% | +72,690 | 新進 | – |
| CATCaterpillar Inc | Stock | 18,100 | $323.6 萬 | 1.5% | +18,100 | 新進 | 歷史 |
| AMZNAmazon Com Inc | Stock | 28,825 | $306.2 萬 | 1.4% | +21,225+279.3% | 加碼依 20 比 1 拆股換算 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 71,381 | $297.3 萬 | 1.3% | +71,381 | 新進 | – |
| GOOGLAlphabet Inc. | Stock | 1,337 | $291.4 萬 | 1.3% | +1,228+1,126.6% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 19,540 | $281.0 萬 | 1.3% | +19,540 | 新進 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 29,821 | $271.9 萬 | 1.2% | +29,821 | 新進 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 4,955 | $269.2 萬 | 1.2% | +4,955 | 新進 | 歷史 |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 88,611 | $266.8 萬 | 1.2% | +88,611 | 新進 | – |
| VVisa Inc. | Stock | 13,352 | $262.9 萬 | 1.2% | +10,238+328.8% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 15,732 | $262.2 萬 | 1.2% | +15,732 | 新進 | 歷史 |
| WMTWalmart Inc. | Stock | 19,737 | $240.0 萬 | 1.1% | +19,737 | 新進 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 10,833 | $235.5 萬 | 1.1% | +10,833 | 新進 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 29,749 | $226.9 萬 | 1.0% | +29,749 | 新進 | – |
| PFEPfizer Inc | Stock | 39,739 | $208.4 萬 | 0.9% | +39,739 | 新進 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 17,629 | $197.0 萬 | 0.9% | +17,629 | 新進 | – |
| BMYBristol Myers Squibb Co | Stock | 25,453 | $196.0 萬 | 0.9% | +25,453 | 新進 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 27,255 | $191.4 萬 | 0.9% | +27,255 | 新進 | – |
| ABBVAbbVie Inc. | Stock | 12,248 | $187.6 萬 | 0.9% | +12,248 | 新進 | 歷史 |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 32,527 | $186.4 萬 | 0.8% | +32,527 | 新進 | – |
| JPMJPMorgan Chase & Co | Stock | 16,384 | $184.5 萬 | 0.8% | +16,384 | 新進 | 歷史 |
| INDBIndependent Bank Corp | COM | 22,690 | $180.2 萬 | 0.8% | +22,690 | 新進 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 3,463 | $177.9 萬 | 0.8% | +3,463 | 新進 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,639 | $174.4 萬 | 0.8% | +3,639 | 新進 | 歷史 |
| GLDSPDR Gold Trust | ETF | 10,308 | $173.6 萬 | 0.8% | +10,308 | 新進 | 歷史 |
| ABTAbbott Laboratories | Stock | 15,404 | $167.4 萬 | 0.8% | +15,404 | 新進 | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 33,315 | $167.0 萬 | 0.8% | +33,315 | 新進 | – |
| IBMInternational Business Machines Corp | Stock | 11,787 | $166.4 萬 | 0.8% | +11,787 | 新進 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 10,192 | $164.3 萬 | 0.7% | +10,192 | 新進 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 8,962 | $163.3 萬 | 0.7% | +8,962 | 新進 | 歷史 |
| CVXChevron Corp | Stock | 11,177 | $161.8 萬 | 0.7% | +11,177 | 新進 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 20,826 | $159.9 萬 | 0.7% | +20,826 | 新進 | – |
| MCDMcDonalds Corp | Stock | 5,868 | $144.9 萬 | 0.7% | +5,868 | 新進 | 歷史 |
| CBChubb Ltd | Stock | 7,067 | $138.9 萬 | 0.6% | +7,067 | 新進 | 歷史 |
| CLColgate Palmolive Co | Stock | 15,897 | $127.4 萬 | 0.6% | +15,897 | 新進 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 5,609 | $117.8 萬 | 0.5% | +5,609 | 新進 | 歷史 |
| RTXRTX Corp | Stock | 12,231 | $117.6 萬 | 0.5% | +12,231 | 新進 | 歷史 |
| LLYEli Lilly & Co | Stock | 3,576 | $115.9 萬 | 0.5% | +3,576 | 新進 | 歷史 |
| ACNAccenture plc | Stock | 4,105 | $114.0 萬 | 0.5% | +2,245+120.7% | 加碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 22,480 | $112.3 萬 | 0.5% | +17,968+398.2% | 加碼 | – |
| CICigna Group | Stock | 4,094 | $107.9 萬 | 0.5% | +4,094 | 新進 | 歷史 |
| WMWaste Management Inc | Stock | 6,953 | $106.4 萬 | 0.5% | +6,953 | 新進 | 歷史 |
| INTCIntel Corp | Stock | 27,999 | $104.7 萬 | 0.5% | +27,999 | 新進 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 24,452 | $104.3 萬 | 0.5% | +24,452 | 新進 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 7,556 | $101.7 萬 | 0.5% | +7,556 | 新進 | 歷史 |
| KOCoca Cola Co | Stock | 15,992 | $100.6 萬 | 0.5% | +15,992 | 新進 | 歷史 |
| NEENextera Energy Inc | Stock | 12,970 | $100.5 萬 | 0.5% | +12,970 | 新進 | 歷史 |
| DISWalt Disney Co | Stock | 10,550 | $99.6 萬 | 0.5% | +10,550 | 新進 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 13,185 | $99.2 萬 | 0.5% | +13,185 | 新進 | – |
| NKENIKE, Inc. | Stock | 9,691 | $99.0 萬 | 0.4% | +9,691 | 新進 | 歷史 |
| Invesco Exch Traded FD Tr II46138E727 | RAFI EMRGNG MRKT | 51,525 | $93.6 萬 | 0.4% | +51,525 | 新進 | – |
| TREXTrex Co Inc | COM | 17,200 | $93.6 萬 | 0.4% | +17,200 | 新進 | 歷史 |
| TXNTexas Instruments Inc | Stock | 6,082 | $93.4 萬 | 0.4% | +6,082 | 新進 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 3,377 | $92.2 萬 | 0.4% | +2,032+151.1% | 加碼 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 5,911 | $91.8 萬 | 0.4% | +5,911 | 新進 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 22,553 | $90.4 萬 | 0.4% | +22,553 | 新進 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 6,237 | $89.5 萬 | 0.4% | +6,237 | 新進 | – |
| UNPUnion Pacific Corp | Stock | 4,131 | $88.1 萬 | 0.4% | +4,131 | 新進 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 2,497 | $86.6 萬 | 0.4% | +2,497 | 新進 | – |
| MMM3M Co | Stock | 6,337 | $82.0 萬 | 0.4% | +6,337 | 新進 | 歷史 |
| LOWLowes Companies Inc | Stock | 4,507 | $78.7 萬 | 0.4% | +4,507 | 新進 | 歷史 |
| CVSCVS Health Corp | Stock | 7,256 | $67.2 萬 | 0.3% | +7,256 | 新進 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 10,030 | $66.3 萬 | 0.3% | +10,030 | 新進 | 歷史 |
| AMTAmerican Tower Corp | REIT | 2,570 | $65.7 萬 | 0.3% | +2,570 | 新進 | 歷史 |
| DHRDanaher Corp | Stock | 2,571 | $65.2 萬 | 0.3% | +2,571 | 新進 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 6,100 | $64.9 萬 | 0.3% | +6,100 | 新進 | – |
| HONHoneywell International Inc | COM | 3,736 | $64.9 萬 | 0.3% | +3,736 | 新進 | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 23,582 | $64.6 萬 | 0.3% | +23,582 | 新進 | – |
| CMCSAComcast Corp | Stock | 16,273 | $63.9 萬 | 0.3% | +16,273 | 新進 | 歷史 |
| BLKBlackRock, Inc. | COM | 1,043 | $63.5 萬 | 0.3% | +1,043 | 新進 | 歷史 |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 10,600 | $62.9 萬 | 0.3% | +10,600 | 新進 | – |
| Invesco Exch Traded FD Tr II46138E743 | RAFI DVLPD MRKTS | 15,666 | $62.4 萬 | 0.3% | +15,666 | 新進 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 4,827 | $61.4 萬 | 0.3% | +4,827 | 新進 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 7,328 | $60.7 萬 | 0.3% | +7,328 | 新進 | – |
| FDXFedEx Corp | Stock | 2,638 | $59.8 萬 | 0.3% | +2,638 | 新進 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 2,559 | $59.6 萬 | 0.3% | +2,559 | 新進 | 歷史 |
| LINLinde PLC | SHS | 2,056 | $59.1 萬 | 0.3% | +2,056 | 新進 | 歷史 |
| EMREmerson Electric Co | Stock | 7,367 | $58.6 萬 | 0.3% | +7,367 | 新進 | 歷史 |
| TJXTJX Companies Inc | Stock | 10,263 | $57.3 萬 | 0.3% | +10,263 | 新進 | 歷史 |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 9,359 | $57.2 萬 | 0.3% | +9,359 | 新進 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,998 | $56.5 萬 | 0.3% | +2,998 | 新進 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 4,030 | $54.1 萬 | 0.2% | +4,030 | 新進 | – |
| TDToronto Dominion Bank | Stock | 8,020 | $52.6 萬 | 0.2% | +8,020 | 新進 | 歷史 |
| AXPAmerican Express Co | Stock | 3,756 | $52.1 萬 | 0.2% | +3,756 | 新進 | 歷史 |
| FSKFS KKR Capital Corp | COM | 26,040 | $50.6 萬 | 0.2% | +26,040 | 新進 | 歷史 |
| SBUXStarbucks Corp | Stock | 6,529 | $49.9 萬 | 0.2% | +3,049+87.6% | 加碼 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 2,919 | $49.4 萬 | 0.2% | +2,919 | 新進 | 歷史 |
2022 年第 1 季之後清倉（57 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr46432F859 | CORE 1 5 YR USD | 276,882 | $1,342 萬 | 5.8% | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 176,820 | $1,341 萬 | 5.8% | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 118,411 | $1,281 萬 | 5.5% | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 95,600 | $1,024 萬 | 4.4% | – |
| iShares Tr464287622 | RUS 1000 ETF | 36,887 | $922.4 萬 | 4.0% | – |
| iShares Core S&P 500 ETF464287200 | ETF | 20,213 | $917.0 萬 | 4.0% | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 96,336 | $792.8 萬 | 3.4% | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 29,361 | $787.9 萬 | 3.4% | – |
| Schwab U.S. REIT ETF808524847 | ETF | 306,880 | $763.8 萬 | 3.3% | – |
| Flexshares Tr33939L407 | MORNSTAR UPSTR | 161,507 | $756.3 萬 | 3.3% | – |
| iShares Select Dividend ETF464287168 | ETF | 56,887 | $728.9 萬 | 3.2% | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 72,709 | $710.8 萬 | 3.1% | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 64,270 | $704.7 萬 | 3.1% | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 80,611 | $560.3 萬 | 2.4% | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 101,328 | $545.7 萬 | 2.4% | – |
| iShares Tr464288273 | EAFE SML CP ETF | 80,654 | $535.1 萬 | 2.3% | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 103,989 | $525.9 萬 | 2.3% | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 89,809 | $498.9 萬 | 2.2% | – |
| iShares Tr464288117 | INTL TREA BD ETF | 98,930 | $459.5 萬 | 2.0% | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 77,455 | $450.6 萬 | 2.0% | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 43,096 | $414.9 萬 | 1.8% | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 134,993 | $374.9 萬 | 1.6% | – |
| iShares Inc464286475 | EM MKT SM-CP ETF | 49,702 | $283.3 萬 | 1.2% | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 25,275 | $264.4 萬 | 1.1% | – |
| Schwab International Equity ETF808524805 | ETF | 69,563 | $255.4 萬 | 1.1% | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 18,448 | $223.1 萬 | 1.0% | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 20,349 | $215.0 萬 | 0.9% | – |
| Invesco Exch Traded FD Tr II46138E719 | BLOO EN ANGE ETF | 116,429 | $213.9 萬 | 0.9% | – |
| Invesco Exch Traded FD Tr II46138E784 | EMRNG MKT SVRG | 89,289 | $201.9 萬 | 0.9% | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 36,156 | $171.2 萬 | 0.7% | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 26,781 | $146.9 萬 | 0.6% | – |
| Invesco Exchange Traded FD T46137V399 | S&P500 BUY WRT | 61,101 | $142.1 萬 | 0.6% | – |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 18,568 | $130.7 萬 | 0.6% | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 9,390 | $114.6 萬 | 0.5% | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 22,800 | $86.6 萬 | 0.4% | – |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 15,703 | $81.1 萬 | 0.4% | – |
| SPDR Series Trust78464A151 | SST SPDR BLOOMBE | 24,140 | $77.0 萬 | 0.3% | – |
| SCHWSchwab Charles Corp | Stock | 9,111 | $76.8 萬 | 0.3% | 歷史 |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 14,876 | $70.4 萬 | 0.3% | – |
| SPDR Index Shs FDS78463X756 | ST MARKE CAP ETF | 10,074 | $57.1 萬 | 0.2% | – |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 23,027 | $56.7 萬 | 0.2% | – |
| Schwab Strategic Tr808524722 | 1000 INDEX ETF | 9,581 | $42.2 萬 | 0.2% | – |
| iShares Russell 2000 ETF464287655 | ETF | 1,879 | $38.6 萬 | 0.2% | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 5,090 | $38.1 萬 | 0.2% | – |
| iShares Tr46435U663 | ESG AWARE MSCI | 9,808 | $37.3 萬 | 0.2% | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 8,465 | $37.2 萬 | 0.2% | – |
| SRESempra | Stock | 2,085 | $35.1 萬 | 0.2% | 歷史 |
| iShares Tr46435U218 | ESG MSCI LEADR | 4,428 | $35.1 萬 | 0.2% | – |
| TSLATesla, Inc. | Stock | 323 | $34.8 萬 | 0.2% | 歷史 |
| APHAmphenol Corp | CL A | 4,451 | $33.5 萬 | 0.1% | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 4,006 | $31.6 萬 | 0.1% | – |
| iShares Tr464288687 | PFD AND INCM SEC | 8,197 | $29.9 萬 | 0.1% | – |
| AMGNAmgen Inc | Stock | 1,200 | $29.0 萬 | 0.1% | 歷史 |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 5,756 | $27.1 萬 | 0.1% | – |
| iShares Tr46435U440 | USD GRN BOND ETF | 4,794 | $24.3 萬 | 0.1% | – |
| Invesco Actively Managed Exc46090A101 | ACTIVE US REAL | 2,003 | $22.4 萬 | 0.1% | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 2,892 | $21.3 萬 | 0.1% | – |