Aries Wealth Management
- SEC CIK
- 0001729515
- 最新申報
- 2026/7/24
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/28 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 217
- 較 2025 年第 1 季 −9
- 總值
- $3.83 億
- 較 2025 年第 1 季 +$1,440 萬 (+3.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 88,422 | $1,814 萬 | 4.7% | −1,376−1.5% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 35,219 | $1,752 萬 | 4.6% | −351−1.0% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 37,978 | $1,665 萬 | 4.4% | +503+1.3% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 144,339 | $1,290 萬 | 3.4% | +13,936+10.7% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 19,344 | $1,195 萬 | 3.1% | −641−3.2% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 50,278 | $1,191 萬 | 3.1% | +2,283+4.8% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 40,678 | $1,138 萬 | 3.0% | −833−2.0% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 42,698 | $936.8 萬 | 2.4% | +870+2.1% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 9,828 | $725.4 萬 | 1.9% | +366+3.9% | 加碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 51,429 | $698.0 萬 | 1.8% | −884−1.7% | 減碼 | – |
| CATCaterpillar Inc | Stock | 17,892 | $694.6 萬 | 1.8% | −100−0.6% | 減碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 137,946 | $665.5 萬 | 1.7% | +13,187+10.6% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 32,744 | $577.0 萬 | 1.5% | +340+1.0% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 31,937 | $564.5 萬 | 1.5% | −797−2.4% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 14,958 | $548.4 萬 | 1.4% | −154−1.0% | 減碼 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 15,294 | $536.8 萬 | 1.4% | 00.0% | 不變 | – |
| WMTWalmart Inc. | Stock | 53,621 | $524.3 萬 | 1.4% | −1,834−3.3% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 17,239 | $499.8 萬 | 1.3% | −1,206−6.5% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 44,618 | $481.0 萬 | 1.3% | −14,027−23.9% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E727 | RAFI EMRGNG MRKT | 204,934 | $479.3 萬 | 1.3% | −3,730−1.8% | 減碼 | – |
| VVisa Inc. | Stock | 13,102 | $465.2 萬 | 1.2% | +170+1.3% | 加碼 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 24,305 | $444.3 萬 | 1.2% | −3,209−11.7% | 減碼 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 51,589 | $432.0 萬 | 1.1% | −7,059−12.0% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 14,039 | $426.7 萬 | 1.1% | +3,054+27.8% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 13,877 | $423.0 萬 | 1.1% | −966−6.5% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 25,688 | $392.4 萬 | 1.0% | −3,680−12.5% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,564 | $352.8 萬 | 0.9% | −123−3.3% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 22,002 | $350.5 萬 | 0.9% | −292−1.3% | 減碼 | 歷史 |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 110,993 | $342.2 萬 | 0.9% | +3,430+3.2% | 加碼 | – |
| IBMInternational Business Machines Corp | Stock | 11,437 | $337.1 萬 | 0.9% | −750−6.2% | 減碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 39,397 | $326.4 萬 | 0.9% | +5,707+16.9% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 4,110 | $320.4 萬 | 0.8% | +35+0.9% | 加碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 32,318 | $303.4 萬 | 0.8% | −6,823−17.4% | 減碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 35,111 | $291.1 萬 | 0.8% | −3,328−8.7% | 減碼 | – |
| WMWaste Management Inc | Stock | 12,400 | $283.7 萬 | 0.7% | +216+1.8% | 加碼 | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 21,074 | $271.0 萬 | 0.7% | +20+0.1% | 加碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 49,389 | $260.6 萬 | 0.7% | −560−1.1% | 減碼 | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 47,724 | $248.5 萬 | 0.6% | +2,190+4.8% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 13,167 | $244.4 萬 | 0.6% | −150−1.1% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 17,429 | $237.1 萬 | 0.6% | −16−0.1% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 7,588 | $234.0 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| CBChubb Ltd | Stock | 7,439 | $215.5 萬 | 0.6% | −10−0.1% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 21,485 | $213.1 萬 | 0.6% | +916+4.5% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 3,707 | $210.6 萬 | 0.6% | −472−11.3% | 減碼 | – |
| MRKMerck & Co., Inc. | Stock | 26,184 | $207.3 萬 | 0.5% | −2,243−7.9% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 5,085 | $206.2 萬 | 0.5% | +110+2.2% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 15,302 | $202.0 萬 | 0.5% | −290−1.9% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,511 | $193.7 萬 | 0.5% | +208+6.3% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 39,148 | $193.6 萬 | 0.5% | +65+0.2% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 23,247 | $184.8 萬 | 0.5% | −335−1.4% | 減碼 | – |
| ACNAccenture plc | Stock | 6,148 | $183.8 萬 | 0.5% | +92+1.5% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 11,485 | $181.5 萬 | 0.5% | −2,510−17.9% | 減碼 | 歷史 |
| GEGeneral Electric Co | Stock | 7,028 | $180.9 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| TJXTJX Companies Inc | Stock | 14,351 | $177.2 萬 | 0.5% | +240+1.7% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 31,000 | $176.7 萬 | 0.5% | −11,930−27.8% | 減碼 | – |
| IDXXIDEXX Laboratories Inc | COM | 3,172 | $170.1 萬 | 0.4% | +76+2.5% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 5,740 | $167.7 萬 | 0.4% | −414−6.7% | 減碼 | 歷史 |
| BTCGrayscale Bitcoin Mini Trust ETF | ETF | 34,668 | $165.5 萬 | 0.4% | +2,819+8.9% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 1,549 | $162.5 萬 | 0.4% | +180+13.1% | 加碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 6,816 | $162.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 31,950 | $161.9 萬 | 0.4% | −800−2.4% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,325 | $161.5 萬 | 0.4% | −1,584−32.3% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 10,757 | $157.1 萬 | 0.4% | −22−0.2% | 減碼 | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 30,345 | $152.5 萬 | 0.4% | +485+1.6% | 加碼 | – |
| ITWIllinois Tool Works Inc | Stock | 6,099 | $150.8 萬 | 0.4% | −211−3.3% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 6,881 | $150.4 萬 | 0.4% | +175+2.6% | 加碼 | 歷史 |
| Simplify Exchange Traded Fun82889N699 | MANAGED FUTURES | 55,481 | $148.4 萬 | 0.4% | +4,206+8.2% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 17,964 | $141.4 萬 | 0.4% | +9+0.1% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 6,836 | $139.9 萬 | 0.4% | −2,357−25.6% | 減碼 | – |
| AEMAgnico Eagle Mines Ltd | Stock | 11,731 | $139.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 20,584 | $138.4 萬 | 0.4% | −1,355−6.2% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E743 | RAFI DVLPD MRKTS | 23,596 | $135.5 萬 | 0.4% | 00.0% | 不變 | – |
| CVXChevron Corp | Stock | 9,254 | $132.5 萬 | 0.3% | −428−4.4% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 6,338 | $131.6 萬 | 0.3% | −6−0.1% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 15,639 | $130.6 萬 | 0.3% | 00.0% | 不變 | – |
| CICigna Group | Stock | 3,827 | $126.5 萬 | 0.3% | −85−2.2% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 13,872 | $126.1 萬 | 0.3% | −27−0.2% | 減碼 | 歷史 |
| KKRKKR & Co. Inc. | COM | 9,404 | $125.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 13,262 | $124.6 萬 | 0.3% | +680+5.4% | 加碼 | 歷史 |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 14,545 | $123.4 萬 | 0.3% | −350−2.3% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 4,460 | $122.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| LINLinde PLC | Stock | 2,385 | $111.9 萬 | 0.3% | −4−0.2% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 4,798 | $110.4 萬 | 0.3% | +40+0.8% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 6,008 | $109.2 萬 | 0.3% | −1,153−16.1% | 減碼 | – |
| MAMastercard Inc | Stock | 1,927 | $108.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 15,559 | $107.9 萬 | 0.3% | −740−4.5% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 15,330 | $106.4 萬 | 0.3% | −1,431−8.5% | 減碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 1,980 | $104.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| UBERUber Technologies, Inc | Stock | 11,228 | $104.8 萬 | 0.3% | +1,410+14.4% | 加碼 | 歷史 |
| ETHGrayscale Ethereum Staking Mini ETF | SHS NEW | 42,678 | $101.2 萬 | 0.3% | +2,350+5.8% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 4,484 | $99.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 12,500 | $96.9 萬 | 0.3% | +500+4.2% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 3,795 | $96.1 萬 | 0.3% | −162−4.1% | 減碼 | – |
| INDBIndependent Bank Corp | COM | 15,100 | $95.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| EMREmerson Electric Co | Stock | 6,819 | $90.9 萬 | 0.2% | −484−6.6% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 7,314 | $90.7 萬 | 0.2% | −230−3.0% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 5,057 | $89.7 萬 | 0.2% | −460−8.3% | 減碼 | 歷史 |
| MCKMcKesson Corp | Stock | 1,208 | $88.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| RKLBRocket Lab Corp | COM | 24,708 | $88.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MMM3M Co | Stock | 5,748 | $87.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
2025 年第 1 季之後清倉（17 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 3,560 | $46.7 萬 | 0.1% | – |
| Flexshares Tr33939L860 | QUALT DIVD IDX | 5,617 | $38.4 萬 | 0.1% | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 6,020 | $30.6 萬 | 0.1% | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 3,723 | $30.4 萬 | 0.1% | – |
| MDTMedtronic plc | Stock | 3,317 | $29.8 萬 | 0.1% | 歷史 |
| TSLATesla, Inc. | Stock | 1,000 | $25.9 萬 | 0.1% | 歷史 |
| GPCGenuine Parts Co | Stock | 1,957 | $23.3 萬 | 0.1% | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 1,956 | $21.5 萬 | 0.1% | 歷史 |
| BDXBecton Dickinson & Co | Stock | 930 | $21.3 萬 | 0.1% | 歷史 |
| DEDeere & Co | Stock | 447 | $21.0 萬 | 0.1% | 歷史 |
| NKENIKE, Inc. | Stock | 3,244 | $20.6 萬 | 0.1% | 歷史 |
| OMCOmnicom Group Inc. | COM | 2,472 | $20.5 萬 | 0.1% | 歷史 |
| GISGeneral Mills Inc | Stock | 3,352 | $20.0 萬 | 0.1% | 歷史 |
| STEMStem, Inc. | CL A | 50,000 | $1.75 萬 | <0.1% | 歷史 |
| FRGEForge Global Holdings, Inc. | COM | 20,000 | $1.12 萬 | <0.1% | 歷史 |
| MCRBSeres Therapeutics, Inc. | COM | 15,000 | $1.05 萬 | <0.1% | 歷史 |
| WWWW International, Inc. | COM | 10,000 | $5,226 | <0.1% | 歷史 |