Aries Wealth Management 13F 持仓 · 2026年Q2
Aries Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 242 只证券，申报市值合计 5.09 亿美元。前几大持仓：AAPL（4.91%）、VUG（4.41%）、EFA（4.27%）。本季前 25 大持仓中：增持 10 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $25.0M | 4.91% | 86,337 | 减持 |
| 2 | VUG | VANGUARD INDEX FDS | $22.5M | 4.41% | 260,784 | 增持 |
| 3 | EFA | ISHARES TR | $21.8M | 4.27% | 209,435 | 增持 |
| 4 | VB | VANGUARD INDEX FDS | $20.2M | 3.97% | 66,637 | 增持 |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | $19.8M | 3.89% | 26,501 | 增持 |
| 6 | CAT | CATERPILLAR INC | $18.7M | 3.66% | 17,525 | 减持 |
| 7 | VO | VANGUARD INDEX FDS | $15.7M | 3.09% | 195,021 | 增持 |
| 8 | SGOV | ISHARES TR | $14.3M | 2.81% | 141,955 | 增持 |
| 9 | EEM | ISHARES TR | $13.9M | 2.72% | 202,496 | 增持 |
| 10 | MSFT | MICROSOFT CORP | $13.3M | 2.60% | 35,553 | 减持 |
| 11 | GOOGL | ALPHABET INC | $11.7M | 2.30% | 32,741 | 减持 |
| 12 | AMZN | AMAZON COM INC | $10.4M | 2.03% | 43,427 | 减持 |
| 13 | VTV | VANGUARD INDEX FDS | $10.3M | 2.03% | 47,348 | 增持 |
| 14 | VTI | VANGUARD INDEX FDS | $7.4M | 1.46% | 20,037 | 减持 |
| 15 | SDY | SPDR SERIES TRUST | $7.4M | 1.45% | 48,515 | 减持 |
| 16 | IWV | ISHARES TR | $6.5M | 1.28% | 15,294 | 持平 |
| 17 | JNJ | JOHNSON & JOHNSON | $6.5M | 1.27% | 25,436 | 减持 |
| 18 | META | META PLATFORMS INC | $6.2M | 1.21% | 10,960 | 减持 |
| 19 | WMT | WALMART INC | $6.2M | 1.21% | 54,344 | 减持 |
| 20 | PXH | INVESCO EXCH TRADED FD TR II | $6.0M | 1.18% | 215,564 | 持平 |
| 21 | JPM | JPMORGAN CHASE & CO | $5.7M | 1.12% | 17,372 | 减持 |
| 22 | XOM | EXXON MOBIL CORP | $5.7M | 1.11% | 41,412 | 减持 |
| 23 | SHY | ISHARES TR | $5.5M | 1.08% | 67,145 | 增持 |
| 24 | HD | HOME DEPOT INC | $5.2M | 1.03% | 14,820 | 减持 |
| 25 | GLD | SPDR GOLD TR | $5.2M | 1.02% | 14,130 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR