Aries Wealth Management
- SEC CIK
- 0001729515
- 最新申報
- 2026/7/24
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/1/19 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 190
- 較 2022 年第 3 季 +5
- 總值
- $2.32 億
- 較 2022 年第 3 季 +$604.8 萬 (+2.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 94,989 | $1,234 萬 | 5.3% | +1,147+1.2% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 35,581 | $853.3 萬 | 3.7% | +254+0.7% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 38,899 | $714.0 萬 | 3.1% | −195−0.5% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 32,725 | $667.0 萬 | 2.9% | +1,645+5.3% | 加碼 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 46,794 | $585.4 萬 | 2.5% | −400−0.8% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 31,110 | $549.6 萬 | 2.4% | +125+0.4% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 48,537 | $535.4 萬 | 2.3% | −2,881−5.6% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 13,896 | $531.4 萬 | 2.3% | +1,526+12.3% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 23,057 | $491.4 萬 | 2.1% | −187−0.8% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 15,031 | $474.8 萬 | 2.0% | −50−0.3% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 18,028 | $431.9 萬 | 1.9% | 00.0% | 不變 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 58,357 | $383.1 萬 | 1.7% | −2,810−4.6% | 減碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 70,019 | $348.8 萬 | 1.5% | −22,435−24.3% | 減碼 | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 119,566 | $345.4 萬 | 1.5% | −37,333−23.8% | 減碼 | – |
| MRKMerck & Co., Inc. | Stock | 30,886 | $342.7 萬 | 1.5% | +409+1.3% | 加碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 63,720 | $319.4 萬 | 1.4% | −5,900−8.5% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 20,937 | $317.3 萬 | 1.4% | +312+1.5% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 16,137 | $291.5 萬 | 1.3% | +257+1.6% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 20,277 | $287.5 萬 | 1.2% | +345+1.7% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 13,659 | $283.8 萬 | 1.2% | −165−1.2% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 5,053 | $278.3 萬 | 1.2% | −12−0.2% | 減碼 | 歷史 |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 85,036 | $258.4 萬 | 1.1% | 00.0% | 不變 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 40,874 | $246.7 萬 | 1.1% | +2,095+5.4% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 27,878 | $246.0 萬 | 1.1% | +440+1.6% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 29,221 | $245.5 萬 | 1.1% | +585+2.0% | 加碼 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 10,933 | $241.3 萬 | 1.0% | +100+0.9% | 加碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 32,927 | $237.4 萬 | 1.0% | +2,447+8.0% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 17,666 | $236.9 萬 | 1.0% | +1,217+7.4% | 加碼 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 20,756 | $236.5 萬 | 1.0% | +1,071+5.4% | 加碼 | – |
| PFEPfizer Inc | Stock | 39,795 | $203.9 萬 | 0.9% | −60.0% | 減碼 | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 43,524 | $203.3 萬 | 0.9% | +10,209+30.6% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 12,550 | $202.8 萬 | 0.9% | +150+1.2% | 加碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 9,097 | $200.4 萬 | 0.9% | +211+2.4% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 10,973 | $197.0 萬 | 0.8% | +59+0.5% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 26,113 | $196.3 萬 | 0.8% | −1,696−6.1% | 減碼 | – |
| INDBIndependent Bank Corp | COM | 22,690 | $191.6 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 26,326 | $189.4 萬 | 0.8% | +661+2.6% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 3,486 | $184.8 萬 | 0.8% | +9+0.3% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,887 | $177.4 萬 | 0.8% | +135+3.6% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 45,019 | $175.5 萬 | 0.8% | −1,712−3.7% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 11,526 | $175.0 萬 | 0.8% | +3,482+43.3% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 10,286 | $174.5 萬 | 0.8% | −571−5.3% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 15,296 | $167.9 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 11,787 | $166.1 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 6,267 | $165.2 萬 | 0.7% | +157+2.6% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 7,332 | $161.7 萬 | 0.7% | −30−0.4% | 減碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 42,628 | $161.6 萬 | 0.7% | 00.0% | 不變 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 21,033 | $158.3 萬 | 0.7% | −2,243−9.6% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 4,887 | $151.0 萬 | 0.7% | +1,484+43.6% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 11,494 | $134.5 萬 | 0.6% | +90+0.8% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 3,673 | $134.4 萬 | 0.6% | +30+0.8% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 5,609 | $134.0 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| CICigna Group | Stock | 4,004 | $132.7 萬 | 0.6% | −90−2.2% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 3,654 | $128.4 萬 | 0.6% | +327+9.8% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E727 | RAFI EMRGNG MRKT | 70,430 | $124.1 萬 | 0.5% | +1,560+2.3% | 加碼 | – |
| RTXRTX Corp | Stock | 12,283 | $124.0 萬 | 0.5% | −30−0.2% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 15,560 | $122.6 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 25,543 | $121.7 萬 | 0.5% | +925+3.8% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 14,330 | $119.8 萬 | 0.5% | +931+6.9% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 7,633 | $119.7 萬 | 0.5% | +151+2.0% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 9,871 | $118.8 萬 | 0.5% | +20+0.2% | 加碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 8,411 | $117.8 萬 | 0.5% | +270+3.3% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 4,305 | $114.9 萬 | 0.5% | −25−0.6% | 減碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 22,220 | $111.4 萬 | 0.5% | +175+0.8% | 加碼 | – |
| TXNTexas Instruments Inc | Stock | 6,233 | $103.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 15,833 | $100.7 萬 | 0.4% | −100−0.6% | 減碼 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 2,400 | $97.9 萬 | 0.4% | +563+30.6% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 23,300 | $97.8 萬 | 0.4% | −50−0.2% | 減碼 | – |
| DISWalt Disney Co | Stock | 10,896 | $94.7 萬 | 0.4% | +210+2.0% | 加碼 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 5,536 | $91.6 萬 | 0.4% | −375−6.3% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 4,479 | $89.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Flexshares Tr33939L860 | QUALT DIVD IDX | 16,477 | $86.7 萬 | 0.4% | +16,477 | 新進 | – |
| UNPUnion Pacific Corp | Stock | 4,167 | $86.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| TJXTJX Companies Inc | Stock | 10,792 | $85.9 萬 | 0.4% | −65−0.6% | 減碼 | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 7,797 | $85.7 萬 | 0.4% | +7,797 | 新進 | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 29,393 | $84.2 萬 | 0.4% | 00.0% | 不變 | – |
| HONHoneywell International Inc | COM | 3,746 | $80.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138E743 | RAFI DVLPD MRKTS | 19,036 | $79.1 萬 | 0.3% | +675+3.7% | 加碼 | – |
| MMM3M Co | Stock | 6,333 | $75.9 萬 | 0.3% | +170+2.8% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 7,894 | $75.8 萬 | 0.3% | +484+6.5% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 28,686 | $75.8 萬 | 0.3% | −281−1.0% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 1,043 | $73.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TREXTrex Co Inc | COM | 17,200 | $72.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 5,340 | $72.5 萬 | 0.3% | +1,250+30.6% | 加碼 | – |
| LINLinde PLC | SHS | 2,182 | $71.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 9,897 | $71.1 萬 | 0.3% | −4,904−33.1% | 減碼 | – |
| CVSCVS Health Corp | Stock | 7,606 | $70.9 萬 | 0.3% | +100+1.3% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 2,571 | $68.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 8,979 | $66.9 萬 | 0.3% | +5,714+175.0% | 加碼 | – |
| AZNAstraZeneca PLC | SPONSORED ADR | 9,846 | $66.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 12,000 | $66.5 萬 | 0.3% | +2,000+20.0% | 加碼 | – |
| iShares Tr464288257 | MSCI ACWI ETF | 7,679 | $65.2 萬 | 0.3% | +2,446+46.7% | 加碼 | – |
| STZConstellation Brands, Inc. | Stock | 2,810 | $65.1 萬 | 0.3% | +80+2.9% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 6,529 | $64.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 10,600 | $63.0 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,243 | $62.0 萬 | 0.3% | +111+3.5% | 加碼 | – |
| Simplify Exchange Traded Fun82889N699 | MANAGED FUTURES | 23,735 | $61.7 萬 | 0.3% | +4,115+21.0% | 加碼 | – |
| PIImpinj Inc | COM | 5,630 | $61.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 4,314 | $60.9 萬 | 0.3% | +84+2.0% | 加碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 7,328 | $59.5 萬 | 0.3% | 00.0% | 不變 | – |
2022 年第 3 季之後清倉（6 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 3 季股數 | 2022 年第 3 季市值 | 2022 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | 7,257 | $28.6 萬 | 0.1% | – |
| DDominion Energy, Inc | Stock | 3,233 | $22.6 萬 | 0.1% | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 1,492 | $21.5 萬 | 0.1% | – |
| TTDTrade Desk, Inc. | Stock | 4,000 | $21.3 萬 | 0.1% | 歷史 |
| ZTSZoetis Inc. | Stock | 1,388 | $20.9 萬 | 0.1% | 歷史 |
| KIOKKR Income Opportunities Fund | COM | 10,568 | $11.7 萬 | 0.1% | 歷史 |