Aries Wealth Management
- SEC CIK
- 0001729515
- 最新申報
- 2026/7/24
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/11/2 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 185
- 較 2022 年第 2 季 +9
- 總值
- $2.26 億
- 較 2022 年第 2 季 +$570.1 萬 (+2.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 93,842 | $1,439 萬 | 6.4% | +792+0.9% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 35,327 | $820.0 萬 | 3.6% | −79−0.2% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 39,094 | $734.3 萬 | 3.2% | +42+0.1% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 31,080 | $634.0 萬 | 2.8% | +97+0.3% | 加碼 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 47,194 | $580.4 萬 | 2.6% | +700+1.5% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 51,418 | $569.8 萬 | 2.5% | −123−0.2% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 30,985 | $539.0 萬 | 2.4% | +273+0.9% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 23,244 | $517.7 萬 | 2.3% | +350+1.5% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 12,370 | $477.7 萬 | 2.1% | +126+1.0% | 加碼 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 92,454 | $453.6 萬 | 2.0% | −10,338−10.1% | 減碼 | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 156,899 | $452.3 萬 | 2.0% | −171,750−52.3% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 15,081 | $446.6 萬 | 2.0% | +54+0.4% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 18,028 | $390.2 萬 | 1.7% | −72−0.4% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 61,167 | $362.8 萬 | 1.6% | −4,800−7.3% | 減碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 69,620 | $348.7 萬 | 1.5% | −3,070−4.2% | 減碼 | – |
| MRKMerck & Co., Inc. | Stock | 30,477 | $308.4 萬 | 1.4% | +656+2.2% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 28,636 | $293.3 萬 | 1.3% | −189−0.7% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 15,880 | $288.3 萬 | 1.3% | +148+0.9% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 13,824 | $286.4 萬 | 1.3% | +472+3.5% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 19,932 | $283.7 萬 | 1.3% | +195+1.0% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 20,625 | $277.8 萬 | 1.2% | +1,085+5.6% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 5,065 | $260.3 萬 | 1.2% | +110+2.2% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 27,438 | $259.3 萬 | 1.1% | +698+2.6% | 加碼依 20 比 1 拆股換算 | 歷史 |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 85,036 | $257.8 萬 | 1.1% | −3,575−4.0% | 減碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 10,833 | $242.6 萬 | 1.1% | 00.0% | 不變 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 38,779 | $232.0 萬 | 1.0% | +6,252+19.2% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 19,685 | $221.6 萬 | 1.0% | +2,056+11.7% | 加碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 30,480 | $217.0 萬 | 1.0% | +3,225+11.8% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 16,449 | $207.1 萬 | 0.9% | +65+0.4% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 27,809 | $205.8 萬 | 0.9% | −1,940−6.5% | 減碼 | – |
| BMYBristol Myers Squibb Co | Stock | 25,665 | $198.8 萬 | 0.9% | +212+0.8% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 10,914 | $197.4 萬 | 0.9% | −263−2.4% | 減碼 | 歷史 |
| INDBIndependent Bank Corp | COM | 22,690 | $197.4 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 3,477 | $193.0 萬 | 0.9% | +14+0.4% | 加碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 8,886 | $189.7 萬 | 0.8% | −76−0.8% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,752 | $188.2 萬 | 0.8% | +113+3.1% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 39,801 | $185.3 萬 | 0.8% | +62+0.2% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 12,400 | $181.5 萬 | 0.8% | +152+1.2% | 加碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 23,276 | $173.5 萬 | 0.8% | +2,450+11.8% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 6,110 | $166.6 萬 | 0.7% | +242+4.1% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 46,731 | $165.7 萬 | 0.7% | −24,650−34.5% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 10,857 | $164.9 萬 | 0.7% | +549+5.3% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 11,787 | $163.0 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 33,315 | $159.1 萬 | 0.7% | 00.0% | 不變 | – |
| CBChubb Ltd | Stock | 7,362 | $158.2 萬 | 0.7% | +295+4.2% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 15,296 | $151.3 萬 | 0.7% | −108−0.7% | 減碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 42,628 | $145.7 萬 | 0.6% | +20,075+89.0% | 加碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 5,609 | $135.6 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| CICigna Group | Stock | 4,094 | $132.3 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 3,643 | $131.9 萬 | 0.6% | +67+1.9% | 加碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 8,141 | $123.4 萬 | 0.5% | +585+7.7% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 4,330 | $122.9 萬 | 0.5% | +225+5.5% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 8,044 | $119.5 萬 | 0.5% | +1,807+29.0% | 加碼 | – |
| WMWaste Management Inc | Stock | 7,482 | $118.5 萬 | 0.5% | +529+7.6% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 3,327 | $118.1 萬 | 0.5% | +830+33.2% | 加碼 | – |
| RTXRTX Corp | Stock | 12,313 | $116.8 萬 | 0.5% | +82+0.7% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 15,560 | $114.9 萬 | 0.5% | −337−2.1% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 10,686 | $113.8 萬 | 0.5% | +136+1.3% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 24,618 | $111.8 萬 | 0.5% | +166+0.7% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E727 | RAFI EMRGNG MRKT | 68,870 | $109.0 萬 | 0.5% | +17,345+33.7% | 加碼 | – |
| NKENIKE, Inc. | Stock | 11,404 | $105.7 萬 | 0.5% | +1,713+17.7% | 加碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 14,801 | $104.1 萬 | 0.5% | +1,616+12.3% | 加碼 | – |
| NEENextera Energy Inc | Stock | 13,399 | $103.8 萬 | 0.5% | +429+3.3% | 加碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 22,045 | $101.1 萬 | 0.4% | −435−1.9% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,403 | $100.4 萬 | 0.4% | +26+0.8% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 6,233 | $100.1 萬 | 0.4% | +151+2.5% | 加碼 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 5,911 | $95.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 15,933 | $95.4 萬 | 0.4% | −59−0.4% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 9,851 | $91.8 萬 | 0.4% | −341−3.3% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 23,350 | $90.1 萬 | 0.4% | +13,500+137.1% | 加碼 | – |
| LOWLowes Companies Inc | Stock | 4,479 | $87.3 萬 | 0.4% | −28−0.6% | 減碼 | 歷史 |
| TREXTrex Co Inc | COM | 17,200 | $82.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| INTCIntel Corp | Stock | 28,967 | $82.4 萬 | 0.4% | +968+3.5% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 4,167 | $82.1 萬 | 0.4% | +36+0.9% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 10,857 | $78.3 萬 | 0.3% | +594+5.8% | 加碼 | 歷史 |
| MMM3M Co | Stock | 6,163 | $77.5 萬 | 0.3% | −174−2.7% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 3,746 | $76.4 萬 | 0.3% | +10+0.3% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 7,506 | $71.1 萬 | 0.3% | +250+3.4% | 加碼 | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 29,393 | $71.0 萬 | 0.3% | +5,811+24.6% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E743 | RAFI DVLPD MRKTS | 18,361 | $69.3 萬 | 0.3% | +2,695+17.2% | 加碼 | – |
| STZConstellation Brands, Inc. | Stock | 2,730 | $67.5 萬 | 0.3% | +171+6.7% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 1,043 | $67.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 1,837 | $66.1 萬 | 0.3% | +837+83.7% | 加碼 | 歷史 |
| LINLinde PLC | SHS | 2,182 | $64.9 萬 | 0.3% | +126+6.1% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 2,571 | $64.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PIImpinj Inc | COM | 5,630 | $64.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| EMREmerson Electric Co | Stock | 7,410 | $64.2 萬 | 0.3% | +43+0.6% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 10,600 | $62.8 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,132 | $60.8 萬 | 0.3% | +134+4.5% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 5,880 | $59.7 萬 | 0.3% | −220−3.6% | 減碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 7,328 | $59.4 萬 | 0.3% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 4,230 | $59.0 萬 | 0.3% | +200+5.0% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 4,587 | $58.7 萬 | 0.3% | −240−5.0% | 減碼 | – |
| Simplify Exchange Traded Fun82889N699 | MANAGED FUTURES | 19,620 | $58.3 萬 | 0.3% | +19,620 | 新進 | – |
| AZNAstraZeneca PLC | SPONSORED ADR | 9,846 | $57.9 萬 | 0.3% | −184−1.8% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 6,529 | $56.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AXPAmerican Express Co | Stock | 3,725 | $55.3 萬 | 0.2% | −31−0.8% | 減碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 4,090 | $54.3 萬 | 0.2% | +548+15.5% | 加碼 | – |
| GEGeneral Electric Co | Stock | 6,931 | $53.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AMTAmerican Tower Corp | REIT | 2,595 | $53.8 萬 | 0.2% | +25+1.0% | 加碼 | 歷史 |
2022 年第 2 季之後清倉（6 檔）
2022 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 2 季股數 | 2022 年第 2 季市值 | 2022 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| DLTRDollar Tree, Inc. | COM | 1,527 | $23.8 萬 | 0.1% | 歷史 |
| VZVerizon Communications Inc | Stock | 4,498 | $22.8 萬 | 0.1% | 歷史 |
| SHWSherwin Williams Co | COM | 1,008 | $22.6 萬 | 0.1% | 歷史 |
| NVDANVIDIA Corp | Stock | 1,430 | $21.7 萬 | 0.1% | 歷史 |
| QCOMQualcomm Inc | Stock | 1,679 | $21.4 萬 | 0.1% | 歷史 |
| NWNNorthwest Natural Holding Co | COM | 4,000 | $21.2 萬 | 0.1% | 歷史 |