Aries Wealth Management
- SEC CIK
- 0001729515
- 最新申報
- 2026/7/24
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/4/11 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 194
- 較 2022 年第 4 季 +4
- 總值
- $2.44 億
- 較 2022 年第 4 季 +$1,186 萬 (+5.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 95,100 | $1,568 萬 | 6.4% | +111+0.1% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 35,197 | $1,015 萬 | 4.2% | −384−1.1% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 39,961 | $757.5 萬 | 3.1% | +1,062+2.7% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 34,050 | $718.2 萬 | 2.9% | +1,325+4.0% | 加碼 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 46,876 | $579.9 萬 | 2.4% | +82+0.2% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 23,228 | $579.4 萬 | 2.4% | +171+0.7% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 13,630 | $558.0 萬 | 2.3% | −266−1.9% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 49,242 | $540.0 萬 | 2.2% | +705+1.5% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 31,259 | $484.5 萬 | 2.0% | +149+0.5% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 14,861 | $438.6 萬 | 1.8% | −170−1.1% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 59,843 | $428.0 萬 | 1.8% | +1,486+2.5% | 加碼 | – |
| CATCaterpillar Inc | Stock | 18,128 | $414.8 萬 | 1.7% | +100+0.6% | 加碼 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 68,279 | $345.1 萬 | 1.4% | −1,740−2.5% | 減碼 | – |
| MRKMerck & Co., Inc. | Stock | 30,947 | $329.2 萬 | 1.4% | +61+0.2% | 加碼 | 歷史 |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 111,066 | $324.6 萬 | 1.3% | −8,500−7.1% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 21,077 | $313.4 萬 | 1.3% | +140+0.7% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 29,761 | $307.4 萬 | 1.3% | +540+1.8% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 13,559 | $305.7 萬 | 1.3% | −100−0.7% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 20,144 | $297.0 萬 | 1.2% | −133−0.7% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 27,848 | $288.9 萬 | 1.2% | −30−0.1% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 15,818 | $288.4 萬 | 1.2% | −319−2.0% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 4,931 | $284.2 萬 | 1.2% | −122−2.4% | 減碼 | 歷史 |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 42,624 | $265.7 萬 | 1.1% | +1,750+4.3% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 21,296 | $264.2 萬 | 1.1% | +540+2.6% | 加碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 10,933 | $257.4 萬 | 1.1% | 00.0% | 不變 | – |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 83,911 | $255.3 萬 | 1.0% | −1,125−1.3% | 減碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 33,717 | $245.3 萬 | 1.0% | +790+2.4% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 17,657 | $230.1 萬 | 0.9% | −9−0.1% | 減碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 8,967 | $218.3 萬 | 0.9% | −130−1.4% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 9,891 | $209.6 萬 | 0.9% | +20+0.2% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 12,725 | $202.8 萬 | 0.8% | +175+1.4% | 加碼 | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 41,988 | $200.8 萬 | 0.8% | −1,536−3.5% | 減碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 25,853 | $197.1 萬 | 0.8% | −260−1.0% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 3,877 | $192.6 萬 | 0.8% | −10−0.3% | 減碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 48,710 | $192.2 萬 | 0.8% | +6,082+14.3% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 10,477 | $192.0 萬 | 0.8% | +191+1.9% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 26,431 | $183.2 萬 | 0.8% | +105+0.4% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 45,001 | $181.8 萬 | 0.7% | −180.0% | 減碼 | – |
| CVXChevron Corp | Stock | 10,850 | $177.0 萬 | 0.7% | −123−1.1% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 11,380 | $175.3 萬 | 0.7% | −146−1.3% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 6,183 | $172.9 萬 | 0.7% | −84−1.3% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 3,533 | $167.0 萬 | 0.7% | +47+1.3% | 加碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 32,720 | $164.6 萬 | 0.7% | −31,000−48.7% | 減碼 | – |
| PFEPfizer Inc | Stock | 39,795 | $162.4 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 21,035 | $160.9 萬 | 0.7% | +20.0% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 34,800 | $157.2 萬 | 0.6% | +11,500+49.4% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E727 | RAFI EMRGNG MRKT | 84,520 | $155.2 萬 | 0.6% | +14,090+20.0% | 加碼 | – |
| IBMInternational Business Machines Corp | Stock | 11,787 | $154.5 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 5,001 | $154.4 萬 | 0.6% | +114+2.3% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 15,176 | $153.7 萬 | 0.6% | −120−0.8% | 減碼 | 歷史 |
| INDBIndependent Bank Corp | COM | 22,690 | $148.9 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| NKENIKE, Inc. | Stock | 11,500 | $141.0 萬 | 0.6% | +6+0.1% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 7,222 | $140.2 萬 | 0.6% | −110−1.5% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 3,706 | $139.4 萬 | 0.6% | +52+1.4% | 加碼 | – |
| WMWaste Management Inc | Stock | 8,063 | $131.6 萬 | 0.5% | +430+5.6% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 3,701 | $127.1 萬 | 0.5% | +28+0.8% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 5,609 | $124.9 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 23,880 | $124.8 萬 | 0.5% | −1,663−6.5% | 減碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 8,500 | $123.1 萬 | 0.5% | +89+1.1% | 加碼 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 2,456 | $122.8 萬 | 0.5% | +56+2.3% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 4,255 | $121.6 萬 | 0.5% | −50−1.2% | 減碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 22,425 | $119.9 萬 | 0.5% | +205+0.9% | 加碼 | – |
| RTXRTX Corp | Stock | 12,193 | $119.4 萬 | 0.5% | −90−0.7% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 15,538 | $116.8 萬 | 0.5% | −22−0.1% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 6,233 | $115.9 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| NEENextera Energy Inc | Stock | 14,658 | $113.0 萬 | 0.5% | +328+2.3% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 11,190 | $112.0 萬 | 0.5% | +294+2.7% | 加碼 | 歷史 |
| Vanguard World FD921910709 | EXTENDED DUR | 12,347 | $111.8 萬 | 0.5% | +12,347 | 新進 | – |
| CICigna Group | Stock | 4,004 | $102.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 30,992 | $100.3 萬 | 0.4% | +1,599+5.4% | 加碼 | – |
| KOCoca Cola Co | Stock | 15,566 | $96.6 萬 | 0.4% | −267−1.7% | 減碼 | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 10,394 | $94.8 萬 | 0.4% | +2,715+35.4% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E743 | RAFI DVLPD MRKTS | 21,411 | $94.3 萬 | 0.4% | +2,375+12.5% | 加碼 | – |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 5,536 | $92.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 13,387 | $90.6 萬 | 0.4% | +8,265+161.4% | 加碼 | – |
| LOWLowes Companies Inc | Stock | 4,479 | $89.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 7,962 | $88.0 萬 | 0.4% | +165+2.1% | 加碼 | – |
| TJXTJX Companies Inc | Stock | 10,763 | $84.3 萬 | 0.3% | −29−0.3% | 減碼 | 歷史 |
| TREXTrex Co Inc | COM | 17,200 | $83.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 4,149 | $83.5 萬 | 0.3% | −18−0.4% | 減碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 6,340 | $82.1 萬 | 0.3% | +1,000+18.7% | 加碼 | – |
| Flexshares Tr33939L860 | QUALT DIVD IDX | 14,594 | $79.5 萬 | 0.3% | −1,883−11.4% | 減碼 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 10,240 | $76.5 萬 | 0.3% | +1,261+14.0% | 加碼 | – |
| PIImpinj Inc | COM | 5,630 | $76.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 12,000 | $73.1 萬 | 0.3% | 00.0% | 不變 | – |
| LINLinde PLC | Stock | 2,038 | $72.1 萬 | 0.3% | −144−6.6% | 減碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 9,717 | $71.7 萬 | 0.3% | −180−1.8% | 減碼 | – |
| HONHoneywell International Inc | COM | 3,736 | $71.4 萬 | 0.3% | −10−0.3% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 1,045 | $69.9 萬 | 0.3% | +2+0.2% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 7,879 | $68.7 萬 | 0.3% | −15−0.2% | 減碼 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 9,846 | $68.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SBUXStarbucks Corp | Stock | 6,535 | $68.0 萬 | 0.3% | +6+0.1% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 4,473 | $67.5 萬 | 0.3% | −114−2.5% | 減碼 | – |
| GEGeneral Electric Co | Stock | 7,028 | $67.2 萬 | 0.3% | +375+5.6% | 加碼 | 歷史 |
| MMM3M Co | Stock | 6,333 | $66.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| FDXFedEx Corp | Stock | 2,911 | $66.5 萬 | 0.3% | +4+0.1% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 2,571 | $64.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 2,856 | $64.5 萬 | 0.3% | +46+1.6% | 加碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 7,718 | $63.4 萬 | 0.3% | +390+5.3% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,093 | $63.1 萬 | 0.3% | −150−4.6% | 減碼 | – |
2022 年第 4 季之後清倉（6 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ADMArcher-Daniels-Midland Co | Stock | 2,487 | $23.1 萬 | 0.1% | 歷史 |
| CAGConagra Brands Inc. | Stock | 5,293 | $20.5 萬 | 0.1% | 歷史 |
| RSGRepublic Services, Inc. | COM | 1,586 | $20.5 萬 | 0.1% | 歷史 |
| NVTAInvitae Corp | COM | 10,000 | $1.86 萬 | <0.1% | 歷史 |
| SNFIStark Novus Financial Inc. | COM CL A | 10,000 | $1.14 萬 | <0.1% | 歷史 |
| CRBPCorbus Pharmaceuticals Holdings, Inc. | COM | 15,400 | $1,702 | <0.1% | 歷史 |