Aries Wealth Management
- SEC CIK
- 0001729515
- 最新申報
- 2026/7/24
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/17 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 226
- 較 2024 年第 4 季 +3
- 總值
- $3.68 億
- 較 2024 年第 4 季 +$507.3 萬 (+1.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 89,798 | $1,995 萬 | 5.4% | −1,701−1.9% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 37,475 | $1,390 萬 | 3.8% | +389+1.0% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 35,570 | $1,335 萬 | 3.6% | +865+2.5% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 19,985 | $1,118 萬 | 3.0% | +567+2.9% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 41,511 | $1,074 萬 | 2.9% | +106+0.3% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 130,403 | $1,066 萬 | 2.9% | +13,040+11.1% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 47,995 | $1,064 萬 | 2.9% | +321+0.7% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 41,828 | $795.8 萬 | 2.2% | +1,441+3.6% | 加碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 52,313 | $709.8 萬 | 1.9% | −150−0.3% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 58,645 | $697.5 萬 | 1.9% | +13,222+29.1% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 17,992 | $593.4 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 32,734 | $565.4 萬 | 1.5% | +1,093+3.5% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 15,112 | $553.8 萬 | 1.5% | +266+1.8% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 9,462 | $545.4 萬 | 1.5% | +352+3.9% | 加碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 124,759 | $545.2 萬 | 1.5% | +15,427+14.1% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 32,404 | $501.1 萬 | 1.4% | +2,626+8.8% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 29,368 | $487.0 萬 | 1.3% | +987+3.5% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 55,455 | $486.8 萬 | 1.3% | −312−0.6% | 減碼 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 15,294 | $485.8 萬 | 1.3% | 00.0% | 不變 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 27,514 | $470.2 萬 | 1.3% | −944−3.3% | 減碼 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 58,648 | $468.4 萬 | 1.3% | −588−1.0% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E727 | RAFI EMRGNG MRKT | 208,664 | $453.6 萬 | 1.2% | −2,180−1.0% | 減碼 | – |
| VVisa Inc. | Stock | 12,932 | $453.2 萬 | 1.2% | +394+3.1% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 18,445 | $452.5 萬 | 1.2% | +552+3.1% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 14,843 | $427.7 萬 | 1.2% | +330+2.3% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 22,294 | $379.9 萬 | 1.0% | +1,076+5.1% | 加碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 39,141 | $366.6 萬 | 1.0% | −1,483−3.7% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 3,687 | $348.7 萬 | 0.9% | +140+3.9% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 4,075 | $336.6 萬 | 0.9% | −6−0.1% | 減碼 | 歷史 |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 107,563 | $331.5 萬 | 0.9% | +3,405+3.3% | 加碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 38,439 | $314.3 萬 | 0.9% | +2,363+6.6% | 加碼 | – |
| IBMInternational Business Machines Corp | Stock | 12,187 | $303.0 萬 | 0.8% | +550+4.7% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 10,985 | $301.9 萬 | 0.8% | −412−3.6% | 減碼 | – |
| WMWaste Management Inc | Stock | 12,184 | $282.1 萬 | 0.8% | +387+3.3% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 13,317 | $279.0 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 33,690 | $278.7 萬 | 0.8% | +7,595+29.1% | 加碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 49,949 | $261.6 萬 | 0.7% | −2,325−4.4% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 4,909 | $261.4 萬 | 0.7% | +152+3.2% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 28,427 | $255.2 萬 | 0.7% | +1,593+5.9% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 4,975 | $247.6 萬 | 0.7% | +261+5.5% | 加碼 | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 21,054 | $245.0 萬 | 0.7% | +362+1.7% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 15,592 | $233.8 萬 | 0.6% | +894+6.1% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 7,588 | $231.8 萬 | 0.6% | +330+4.5% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 17,445 | $231.4 萬 | 0.6% | +673+4.0% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 4,407 | $230.8 萬 | 0.6% | +66+1.5% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 7,449 | $225.0 萬 | 0.6% | +261+3.6% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 42,930 | $218.2 萬 | 0.6% | +10,840+33.8% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 4,179 | $214.8 萬 | 0.6% | −171−3.9% | 減碼 | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 45,534 | $209.3 萬 | 0.6% | −1,603−3.4% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 20,569 | $203.5 萬 | 0.6% | +548+2.7% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 6,154 | $192.2 萬 | 0.5% | +444+7.8% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 6,056 | $189.0 萬 | 0.5% | +742+14.0% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 23,582 | $186.2 萬 | 0.5% | +36+0.2% | 加碼 | – |
| TMUST-Mobile US, Inc. | Stock | 6,816 | $181.8 萬 | 0.5% | +505+8.0% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 9,193 | $178.3 萬 | 0.5% | +89+1.0% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 39,083 | $176.9 萬 | 0.5% | −440−1.1% | 減碼 | – |
| TJXTJX Companies Inc | Stock | 14,111 | $171.9 萬 | 0.5% | +2,277+19.2% | 加碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 32,750 | $165.8 萬 | 0.5% | +2,240+7.3% | 加碼 | – |
| CVXChevron Corp | Stock | 9,682 | $162.0 萬 | 0.4% | +170+1.8% | 加碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 6,310 | $156.5 萬 | 0.4% | −3,048−32.6% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,303 | $154.9 萬 | 0.4% | +359+12.2% | 加碼 | – |
| Simplify Exchange Traded Fun82889N699 | MANAGED FUTURES | 51,275 | $151.8 萬 | 0.4% | +40+0.1% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 13,995 | $151.7 萬 | 0.4% | +2,885+26.0% | 加碼 | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 29,860 | $149.0 萬 | 0.4% | −42−0.1% | 減碼 | – |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 18,740 | $146.0 萬 | 0.4% | +590+3.3% | 加碼 | – |
| RTXRTX Corp | Stock | 10,779 | $142.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| GEGeneral Electric Co | Stock | 7,028 | $140.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 17,955 | $140.6 萬 | 0.4% | −51−0.3% | 減碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 21,939 | $133.1 萬 | 0.4% | −120−0.5% | 減碼 | – |
| CLColgate Palmolive Co | Stock | 13,899 | $130.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 3,096 | $130.0 萬 | 0.4% | +168+5.7% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 1,369 | $129.6 萬 | 0.4% | +2+0.1% | 加碼 | 歷史 |
| CICigna Group | Stock | 3,912 | $128.7 萬 | 0.3% | −2−0.1% | 減碼 | 歷史 |
| AEMAgnico Eagle Mines Ltd | Stock | 11,731 | $127.2 萬 | 0.3% | −185−1.6% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 7,161 | $124.0 萬 | 0.3% | +235+3.4% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E743 | RAFI DVLPD MRKTS | 23,596 | $122.7 萬 | 0.3% | +120+0.5% | 加碼 | – |
| NEENextera Energy Inc | Stock | 16,761 | $118.8 萬 | 0.3% | +1,098+7.0% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 15,639 | $118.3 萬 | 0.3% | +664+4.4% | 加碼 | – |
| BTCGrayscale Bitcoin Mini Trust ETF | ETF | 31,849 | $116.2 萬 | 0.3% | +17,376+120.1% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 6,344 | $114.0 萬 | 0.3% | +131+2.1% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 4,758 | $112.4 萬 | 0.3% | +117+2.5% | 加碼 | 歷史 |
| LINLinde PLC | Stock | 2,389 | $111.2 萬 | 0.3% | +372+18.4% | 加碼 | 歷史 |
| KKRKKR & Co. Inc. | COM | 9,404 | $108.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MAMastercard Inc | Stock | 1,927 | $105.6 萬 | 0.3% | +731+61.1% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 4,484 | $104.6 萬 | 0.3% | +110+2.5% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 16,299 | $100.6 萬 | 0.3% | −1,275−7.3% | 減碼 | 歷史 |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 14,895 | $97.1 萬 | 0.3% | −421−2.7% | 減碼 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 3,618 | $95.7 萬 | 0.3% | +4+0.1% | 加碼 | 歷史 |
| INDBIndependent Bank Corp | COM | 15,100 | $94.6 萬 | 0.3% | −1,250−7.6% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 6,706 | $93.8 萬 | 0.3% | +1,463+27.9% | 加碼 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 3,837 | $93.6 萬 | 0.3% | −1,762−31.5% | 減碼 | 歷史 |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 12,582 | $90.6 萬 | 0.2% | +2,241+21.7% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 12,408 | $88.9 萬 | 0.2% | +200+1.6% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 14,379 | $87.7 萬 | 0.2% | −1,618−10.1% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 5,517 | $86.2 萬 | 0.2% | +440+8.7% | 加碼 | 歷史 |
| MMM3M Co | Stock | 5,748 | $84.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 12,000 | $84.3 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 13,942 | $82.8 萬 | 0.2% | −884−6.0% | 減碼 | – |
| MDLZMondelez International, Inc. | Stock | 12,172 | $82.6 萬 | 0.2% | +1,371+12.7% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 3,957 | $81.7 萬 | 0.2% | +77+2.0% | 加碼 | – |
2024 年第 4 季之後清倉（11 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| TREXTrex Co Inc | COM | 17,200 | $118.7 萬 | 0.3% | 歷史 |
| NVONovo Nordisk A S | ADR | 4,356 | $37.5 萬 | 0.1% | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 5,219 | $29.6 萬 | 0.1% | 歷史 |
| BXBlackstone Inc. | COM | 1,333 | $23.0 萬 | 0.1% | 歷史 |
| iShares Tr46436E866 | IBONDS 25 TRM TS | 9,773 | $22.8 萬 | 0.1% | – |
| HXLHexcel Corp | COM | 3,500 | $21.9 萬 | 0.1% | 歷史 |
| DELLDell Technologies Inc. | Stock | 1,881 | $21.7 萬 | 0.1% | 歷史 |
| MSMorgan Stanley | Stock | 1,708 | $21.5 萬 | 0.1% | 歷史 |
| Invesco Exchange Traded FD T46137V142 | WATER RES ETF | 3,200 | $21.1 萬 | 0.1% | – |
| FUBOFuboTV Inc. | COM | 10,000 | $1.26 萬 | <0.1% | 歷史 |
| Hyzon Motors Inc.44951Y110 | EQUITY WRT | 10,000 | $50 | <0.1% | – |