Aries Wealth Management
- SEC CIK
- 0001729515
- 最新申報
- 2026/7/24
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/10 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 231
- 較 2025 年第 2 季 +14
- 總值
- $4.23 億
- 較 2025 年第 2 季 +$3,996 萬 (+10.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 87,680 | $2,233 萬 | 5.3% | −742−0.8% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 35,553 | $1,841 萬 | 4.4% | +334+0.9% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 38,017 | $1,823 萬 | 4.3% | +39+0.1% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 24,323 | $1,620 萬 | 3.8% | +4,979+25.7% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 156,529 | $1,462 萬 | 3.5% | +12,190+8.4% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 52,145 | $1,326 萬 | 3.1% | +1,867+3.7% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 41,055 | $1,206 萬 | 2.9% | +377+0.9% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 42,768 | $939.1 萬 | 2.2% | +70+0.2% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 17,975 | $857.7 萬 | 2.0% | +83+0.5% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 32,672 | $794.3 萬 | 1.9% | −72−0.2% | 減碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 146,460 | $782.1 萬 | 1.9% | +8,514+6.2% | 加碼 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 51,429 | $720.3 萬 | 1.7% | 00.0% | 不變 | – |
| METAMeta Platforms, Inc. | Stock | 9,566 | $702.5 萬 | 1.7% | −262−2.7% | 減碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 34,781 | $648.6 萬 | 1.5% | +2,844+8.9% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 15,122 | $612.7 萬 | 1.4% | +164+1.1% | 加碼 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 15,294 | $579.6 萬 | 1.4% | 00.0% | 不變 | – |
| JPMJPMorgan Chase & Co | Stock | 17,561 | $553.9 萬 | 1.3% | +322+1.9% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 53,691 | $553.3 萬 | 1.3% | +70+0.1% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E727 | RAFI EMRGNG MRKT | 204,284 | $519.3 萬 | 1.2% | −650−0.3% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 44,618 | $503.1 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| GLDSPDR Gold Trust | ETF | 13,980 | $496.9 萬 | 1.2% | +103+0.7% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 25,546 | $473.7 萬 | 1.1% | −142−0.6% | 減碼 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 24,256 | $471.8 萬 | 1.1% | −49−0.2% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 14,114 | $463.2 萬 | 1.1% | +75+0.5% | 加碼 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 51,386 | $457.1 萬 | 1.1% | −203−0.4% | 減碼 | – |
| VVisa Inc. | Stock | 13,283 | $453.5 萬 | 1.1% | +181+1.4% | 加碼 | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 47,404 | $362.2 萬 | 0.9% | −320−0.7% | 減碼 | – |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 114,648 | $353.8 萬 | 0.8% | +3,655+3.3% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 3,768 | $348.8 萬 | 0.8% | +204+5.7% | 加碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 41,775 | $346.6 萬 | 0.8% | +2,378+6.0% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 21,957 | $337.4 萬 | 0.8% | −45−0.2% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 4,351 | $332.0 萬 | 0.8% | +241+5.9% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 11,437 | $322.7 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 21,382 | $295.6 萬 | 0.7% | +308+1.5% | 加碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 35,135 | $295.5 萬 | 0.7% | +24+0.1% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 12,757 | $295.4 萬 | 0.7% | −410−3.1% | 減碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 30,645 | $291.6 萬 | 0.7% | −1,673−5.2% | 減碼 | – |
| WMWaste Management Inc | Stock | 12,525 | $276.6 萬 | 0.7% | +125+1.0% | 加碼 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 49,862 | $264.4 萬 | 0.6% | +473+1.0% | 加碼 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 4,999 | $242.5 萬 | 0.6% | −86−1.7% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 17,428 | $233.4 萬 | 0.6% | −10.0% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 3,807 | $233.1 萬 | 0.6% | +100+2.7% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 41,993 | $227.5 萬 | 0.5% | +2,845+7.3% | 加碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 7,587 | $222.7 萬 | 0.5% | −10.0% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 22,035 | $220.9 萬 | 0.5% | +550+2.6% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 26,034 | $218.5 萬 | 0.5% | −150−0.6% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 15,302 | $214.9 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| GEGeneral Electric Co | Stock | 7,028 | $211.4 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,511 | $210.8 萬 | 0.5% | 00.0% | 不變 | – |
| CBChubb Ltd | Stock | 7,439 | $210.0 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 3,248 | $207.5 萬 | 0.5% | +76+2.4% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 14,351 | $207.4 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| AEMAgnico Eagle Mines Ltd | Stock | 11,731 | $197.7 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| ORCLOracle Corp | Stock | 6,881 | $193.5 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 10,235 | $191.0 萬 | 0.5% | −1,250−10.9% | 減碼 | 歷史 |
| BTCGrayscale Bitcoin Mini Trust ETF | ETF | 37,503 | $189.9 萬 | 0.4% | +2,835+8.2% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 1,625 | $189.5 萬 | 0.4% | +76+4.9% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 11,255 | $188.3 萬 | 0.4% | +498+4.6% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 23,247 | $185.8 萬 | 0.4% | 00.0% | 不變 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 31,000 | $185.8 萬 | 0.4% | 00.0% | 不變 | – |
| ETHGrayscale Ethereum Staking Mini ETF | SHS NEW | 46,828 | $183.5 萬 | 0.4% | +4,150+9.7% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 3,547 | $178.3 萬 | 0.4% | +222+6.7% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 5,740 | $174.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 33,415 | $169.5 萬 | 0.4% | +1,465+4.6% | 加碼 | – |
| TMUST-Mobile US, Inc. | Stock | 6,816 | $163.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 6,098 | $159.0 萬 | 0.4% | −10.0% | 減碼 | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 31,145 | $157.7 萬 | 0.4% | +800+2.6% | 加碼 | – |
| Simplify Exchange Traded Fun82889N699 | MANAGED FUTURES | 55,091 | $154.1 萬 | 0.4% | −390−0.7% | 減碼 | – |
| CVXChevron Corp | Stock | 9,863 | $153.2 萬 | 0.4% | +609+6.6% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 6,062 | $149.5 萬 | 0.4% | −86−1.4% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 6,826 | $147.3 萬 | 0.3% | −10−0.1% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E743 | RAFI DVLPD MRKTS | 23,406 | $143.2 萬 | 0.3% | −190−0.8% | 減碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 17,929 | $141.5 萬 | 0.3% | −35−0.2% | 減碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 19,609 | $139.9 萬 | 0.3% | −975−4.7% | 減碼 | – |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 13,827 | $138.0 萬 | 0.3% | +565+4.3% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 15,639 | $136.5 萬 | 0.3% | 00.0% | 不變 | – |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 14,545 | $130.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 3,905 | $128.8 萬 | 0.3% | −555−12.4% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 5,142 | $125.2 萬 | 0.3% | +85+1.7% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 6,777 | $124.5 萬 | 0.3% | +439+6.9% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 1,980 | $121.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| KKRKKR & Co. Inc. | COM | 9,364 | $121.7 萬 | 0.3% | −40−0.4% | 減碼 | 歷史 |
| ETHEGrayscale Ethereum Staking ETF | ETF | 35,077 | $120.2 萬 | 0.3% | −215−0.6% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 4,830 | $114.2 萬 | 0.3% | +32+0.7% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 6,008 | $114.0 萬 | 0.3% | 00.0% | 不變 | – |
| LINLinde PLC | Stock | 2,385 | $113.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CLColgate Palmolive Co | Stock | 14,157 | $113.2 萬 | 0.3% | +285+2.1% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 4,484 | $112.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| NEENextera Energy Inc | Stock | 14,923 | $112.7 萬 | 0.3% | −407−2.7% | 減碼 | 歷史 |
| RKLBRocket Lab Corp | COM | 23,438 | $112.3 萬 | 0.3% | −1,270−5.1% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 11,355 | $111.2 萬 | 0.3% | +127+1.1% | 加碼 | 歷史 |
| CICigna Group | Stock | 3,827 | $110.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MAMastercard Inc | Stock | 1,912 | $108.8 萬 | 0.3% | −15−0.8% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 3,795 | $107.0 萬 | 0.3% | 00.0% | 不變 | – |
| CSCOCisco Systems, Inc. | Stock | 15,559 | $106.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| INDBIndependent Bank Corp | COM | 15,100 | $104.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 12,500 | $99.8 萬 | 0.2% | 00.0% | 不變 | – |
| MCKMcKesson Corp | Stock | 1,208 | $93.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 4,369 | $91.5 萬 | 0.2% | 00.0% | 不變 | – |
| KLACKLA Corp | COM NEW | 841 | $90.7 萬 | 0.2% | −1−0.1% | 減碼 | 歷史 |
2025 年第 2 季之後清倉（1 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。