Aries Wealth Management
- SEC CIK
- 0001729515
- 最新申報
- 2026/7/24
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/1/30 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 223
- 較 2024 年第 3 季 −8
- 總值
- $3.63 億
- 較 2024 年第 3 季 −$59.2 萬 (−0.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 91,499 | $2,291 萬 | 6.3% | −853−0.9% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 37,086 | $1,522 萬 | 4.2% | +1,193+3.3% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 34,705 | $1,463 萬 | 4.0% | −498−1.4% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 47,674 | $1,146 萬 | 3.2% | +391+0.8% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 19,418 | $1,138 萬 | 3.1% | +618+3.3% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 41,405 | $1,094 萬 | 3.0% | +423+1.0% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 117,363 | $887.4 萬 | 2.4% | −1,131−1.0% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 40,387 | $886.1 萬 | 2.4% | −230−0.6% | 減碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 52,463 | $693.0 萬 | 1.9% | −1,594−2.9% | 減碼 | – |
| CATCaterpillar Inc | Stock | 17,992 | $652.7 萬 | 1.8% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 14,846 | $577.5 萬 | 1.6% | −307−2.0% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 29,778 | $563.7 萬 | 1.6% | +1,097+3.8% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 31,641 | $535.7 萬 | 1.5% | +7,443+30.8% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 9,110 | $533.4 萬 | 1.5% | −73−0.8% | 減碼 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 15,294 | $511.2 萬 | 1.4% | 00.0% | 不變 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 28,458 | $506.8 萬 | 1.4% | −224−0.8% | 減碼 | – |
| WMTWalmart Inc. | Stock | 55,767 | $503.9 萬 | 1.4% | −737−1.3% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 45,423 | $488.6 萬 | 1.3% | −426−0.9% | 減碼 | 歷史 |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 59,236 | $479.4 萬 | 1.3% | −251−0.4% | 減碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 109,332 | $457.2 萬 | 1.3% | +10,968+11.2% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E727 | RAFI EMRGNG MRKT | 210,844 | $431.8 萬 | 1.2% | +9,440+4.7% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 17,893 | $428.9 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 28,381 | $410.4 萬 | 1.1% | −730−2.5% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 12,538 | $396.3 萬 | 1.1% | −375−2.9% | 減碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 40,624 | $360.7 萬 | 1.0% | −55−0.1% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 21,218 | $355.7 萬 | 1.0% | −300−1.4% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 14,513 | $351.4 萬 | 1.0% | +453+3.2% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 11,397 | $330.3 萬 | 0.9% | +709+6.6% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 3,547 | $325.0 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 104,158 | $320.1 萬 | 0.9% | +13,045+14.3% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 4,081 | $315.1 萬 | 0.9% | −105−2.5% | 減碼 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 36,076 | $289.6 萬 | 0.8% | +4,014+12.5% | 加碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 52,274 | $270.3 萬 | 0.7% | −2,140−3.9% | 減碼 | – |
| MRKMerck & Co., Inc. | Stock | 26,834 | $266.9 萬 | 0.7% | +754+2.9% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 11,637 | $255.8 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 4,714 | $245.2 萬 | 0.7% | −115−2.4% | 減碼 | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 20,692 | $243.1 萬 | 0.7% | +592+2.9% | 加碼 | – |
| WMWaste Management Inc | Stock | 11,797 | $238.1 萬 | 0.7% | +326+2.8% | 加碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 9,358 | $237.3 萬 | 0.7% | −100−1.1% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 13,317 | $236.6 萬 | 0.7% | −215−1.6% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 4,350 | $234.4 萬 | 0.6% | +9+0.2% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 14,698 | $223.5 萬 | 0.6% | +60+0.4% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 4,341 | $219.6 萬 | 0.6% | −60−1.4% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 4,757 | $215.6 萬 | 0.6% | −23−0.5% | 減碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 26,095 | $213.9 萬 | 0.6% | +2,592+11.0% | 加碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 7,258 | $212.5 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| CBChubb Ltd | Stock | 7,188 | $198.6 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 20,021 | $194.0 萬 | 0.5% | +3,219+19.2% | 加碼 | – |
| ABTAbbott Laboratories | Stock | 16,772 | $189.7 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| ACNAccenture plc | Stock | 5,314 | $186.9 萬 | 0.5% | −20−0.4% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 23,546 | $183.7 萬 | 0.5% | −1,046−4.3% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 9,104 | $178.3 萬 | 0.5% | −2,052−18.4% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 39,523 | $174.1 萬 | 0.5% | −656−1.6% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 5,710 | $165.5 萬 | 0.5% | +31+0.5% | 加碼 | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 47,137 | $159.8 萬 | 0.4% | −405−0.9% | 減碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 30,510 | $153.7 萬 | 0.4% | +2,680+9.6% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 32,090 | $153.5 萬 | 0.4% | +170+0.5% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,944 | $150.5 萬 | 0.4% | +1,787+154.5% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 11,110 | $149.2 萬 | 0.4% | −1,345−10.8% | 減碼 | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 29,902 | $144.8 萬 | 0.4% | −2,433−7.5% | 減碼 | – |
| TJXTJX Companies Inc | Stock | 11,834 | $143.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Simplify Exchange Traded Fun82889N699 | MANAGED FUTURES | 51,235 | $142.9 萬 | 0.4% | +6,800+15.3% | 加碼 | – |
| BLKBlackRock, Inc. | Stock | 1,367 | $140.1 萬 | 0.4% | −105−7.1% | 減碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 6,311 | $139.3 萬 | 0.4% | −318−4.8% | 減碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 18,006 | $139.1 萬 | 0.4% | +60+0.3% | 加碼 | – |
| KKRKKR & Co. Inc. | COM | 9,404 | $139.1 萬 | 0.4% | −40−0.4% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 9,512 | $137.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 18,150 | $128.3 萬 | 0.4% | −1,264−6.5% | 減碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 22,059 | $126.6 萬 | 0.3% | −200−0.9% | 減碼 | – |
| CLColgate Palmolive Co | Stock | 13,899 | $126.4 萬 | 0.3% | −50.0% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 10,779 | $124.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 6,926 | $121.4 萬 | 0.3% | +1,261+22.3% | 加碼 | – |
| IDXXIDEXX Laboratories Inc | COM | 2,928 | $121.1 萬 | 0.3% | −9−0.3% | 減碼 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 5,599 | $118.9 萬 | 0.3% | −8−0.1% | 減碼 | 歷史 |
| TREXTrex Co Inc | COM | 17,200 | $118.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GEGeneral Electric Co | Stock | 7,028 | $117.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TXNTexas Instruments Inc | Stock | 6,213 | $116.5 萬 | 0.3% | −10−0.2% | 減碼 | 歷史 |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 15,316 | $113.4 萬 | 0.3% | −700−4.4% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E743 | RAFI DVLPD MRKTS | 23,476 | $112.4 萬 | 0.3% | 00.0% | 不變 | – |
| NEENextera Energy Inc | Stock | 15,663 | $112.3 萬 | 0.3% | −175−1.1% | 減碼 | 歷史 |
| CICigna Group | Stock | 3,914 | $108.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| LOWLowes Companies Inc | Stock | 4,374 | $108.0 萬 | 0.3% | −90−2.0% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 4,641 | $105.8 萬 | 0.3% | +200+4.5% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 14,975 | $105.2 萬 | 0.3% | 00.0% | 不變 | – |
| INDBIndependent Bank Corp | COM | 16,350 | $105.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 4,500 | $104.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 17,574 | $104.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ETHEGrayscale Ethereum Staking ETF | ETF | 36,147 | $101.3 萬 | 0.3% | +410+1.1% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 5,077 | $96.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AEMAgnico Eagle Mines Ltd | Stock | 11,916 | $93.2 萬 | 0.3% | +300+2.6% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 7,303 | $90.5 萬 | 0.2% | −179−2.4% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 15,997 | $90.5 萬 | 0.2% | −1,435−8.2% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 3,880 | $90.2 萬 | 0.2% | −48−1.2% | 減碼 | – |
| PFEPfizer Inc | Stock | 33,219 | $88.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ORCLOracle Corp | Stock | 5,243 | $87.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 7,837 | $87.3 萬 | 0.2% | −57−0.7% | 減碼 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 3,614 | $87.1 萬 | 0.2% | +956+36.0% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 14,826 | $86.0 萬 | 0.2% | +19+0.1% | 加碼 | – |
| LINLinde PLC | Stock | 2,017 | $84.4 萬 | 0.2% | −30−1.5% | 減碼 | 歷史 |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 10,341 | $84.4 萬 | 0.2% | +2,180+26.7% | 加碼 | 歷史 |
2024 年第 3 季之後清倉（12 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 3 季股數 | 2024 年第 3 季市值 | 2024 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| TDToronto Dominion Bank | Stock | 6,305 | $39.9 萬 | 0.1% | 歷史 |
| CMCSAComcast Corp | Stock | 7,131 | $29.8 萬 | 0.1% | 歷史 |
| NKENIKE, Inc. | Stock | 3,125 | $27.6 萬 | 0.1% | 歷史 |
| MDTMedtronic plc | Stock | 2,616 | $23.6 萬 | 0.1% | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 475 | $22.1 萬 | 0.1% | 歷史 |
| SLBSLB Limited | Stock | 5,258 | $22.1 萬 | 0.1% | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 2,341 | $22.0 萬 | 0.1% | 歷史 |
| GPCGenuine Parts Co | Stock | 1,477 | $20.6 萬 | 0.1% | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 2,000 | $20.5 萬 | 0.1% | 歷史 |
| AKAMAkamai Technologies Inc | COM | 2,000 | $20.2 萬 | 0.1% | 歷史 |
| iShares Global Clean Energy ETF464288224 | ETF | 13,500 | $19.8 萬 | 0.1% | – |
| AMLXAmylyx Pharmaceuticals, Inc. | COM | 15,000 | $4.86 萬 | <0.1% | 歷史 |