13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0001729515
申报总市值
US$5.1亿
US$5.1亿
206 檔
13.2%
根据最新整理的 13F 季度数据集，Aries Wealth Management 于 Q2 2024 结束时的管理资产规模为 US$5.1亿。该机构在本季度申报了 206 档美股持仓，呈现出该时期的主要投资地图。
Aries Wealth Management 在 Q2 2024 进行了结构性的板块轮动与仓位换股。在开立 6 个全新仓位及加仓 20 档持股的同时，亦同步清仓 7 档并减仓 14 档标的。
在资产配置集中度方面，Aries Wealth Management 的前 5 大核心持股（包含 AAPL, MSFT, VUG 等）合计占整体申报市值的 13.2%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 206 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 股票-科技 | 6.17% | +0.09% | -0.62% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.76% | -0.32% | +0.12% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 3.79% | +0.36% | +3.30% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-其他 | 3.26% | +0.20% | +3.75% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-其他 | 3.15% | +0.07% | +5.83% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.92% | +0.19% | +1.73% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.61% | +0.07% | +10.78% | |
| 8 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.50% | +0.03% | +0.72% | |
| 9 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 2.24% | -0.15% | -0.49% | |
| 10 | CAT | Caterpillar Inc | 股票-工业 | 1.90% | +0.92% | -0.20% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 1.73% | -0.44% | +0.66% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.64% | +0.23% | +3.98% | |
| 13 | HD | Home Depot Inc | 股票-周期性消费 | 1.57% | -0.05% | -0.08% | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.50% | +0.02% | +11.15% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.49% | -0.17% | +2.27% | |
| 16 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 1.46% | -0.04% | +3.89% | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.44% | -0.10% | +0.17% | |
| 18 | PXH | Inves Rafi Emer Mrkt-usd Inc | ETF-其他 | 1.30% | -0.10% | +19.49% | |
| 19 | WMT | Walmart Inc | 股票-非周期性消费 | 1.28% | -0.28% | -0.02% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.16% | -0.01% | +0.73% | |
| 21 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 1.15% | +0.25% | +5.89% | |
| 22 | V | Visa Inc-class A Shares | 股票-金融 | 1.12% | +0.01% | +0.11% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.10% | -0.07% | +0.86% | |
| 24 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.07% | -0.05% | +5.94% | |
| 25 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.05% | +0.03% | — | |
| 26 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.99% | -0.04% | -16.50% | |
| 27 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.97% | -0.14% | -0.14% | |
| 28 | VTV | Vanguard Value ETF | ETF-其他 | 0.96% | +0.13% | +18.67% | |
| 29 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.94% | +0.14% | — | |
| 30 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.92% | -0.31% | +2.20% | |
| 31 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.86% | -0.06% | -0.61% | |
| 32 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.86% | -0.08% | — | |
| 33 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.84% | -0.11% | +0.04% | |
| 34 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 0.80% | -0.10% | +1.35% | |
| 35 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.71% | — | +0.12% | |
| 36 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.70% | +0.02% | +3.23% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.69% | +0.05% | +3.00% | |
| 38 | ITW | Illinois Tool Works | 股票-工业 | 0.66% | -0.03% | — | |
| 39 | IBM | Intl Business Machines CORP | 股票-科技 | 0.63% | +0.03% | — | |
| 40 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.63% | — | -0.60% | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.63% | -0.01% | +0.32% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.61% | -0.03% | -0.29% | |
| 43 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.61% | -0.06% | -0.23% | |
| 44 | WM | Waste Management Inc | 股票-工业 | 0.59% | -0.08% | +0.57% | |
| 45 | CB | Chubb Limited | 股票-金融 | 0.58% | -0.03% | -0.40% | |
| 46 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.56% | -0.03% | -0.66% | |
| 47 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.54% | -0.01% | — | |
| 48 | CVX | Chevron CORP | 股票-能源 | 0.54% | -0.13% | +0.40% | |
| 49 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.51% | -0.08% | +2.27% | |
| 50 | NVDA | Nvidia CORP | 股票-科技 | 0.50% | +0.01% | +900.00% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +1% | -0.62% | 减仓 |
| 2 | VUG | Vanguard Growth ETF | +0.3% | +3.30% | 加仓 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.3% | +3.98% | 加仓 |
| 4 | PXH | Inves Rafi Emer Mrkt-usd Inc | +0.2% | +19.49% | 加仓 |
| 5 | MSFT | Microsoft CORP | +0.2% | +0.12% | 加仓 |
| 6 | QUAL | Ishares Msci USA Quality Fac | +0.2% | +11.15% | 加仓 |
| 7 | EFA | Ishares Msci Eafe ETF | +0.2% | +10.78% | 加仓 |
| 8 | AMZN | Amazon.com Inc | +0.1% | +0.72% | 加仓 |
| 9 | WMT | Walmart Inc | +0.1% | -0.02% | 减仓 |
| 10 | VTV | Vanguard Value ETF | +0.1% | +18.67% | 加仓 |
| 11 | NVDA | Nvidia CORP | +0.1% | +900.00% | 加仓 |
| 12 | LLY | Eli Lilly & Co | +0.1% | — | 不变 |
| 13 | COST | Costco Wholesale CORP | +0.1% | -0.14% | 减仓 |
| 14 | GEV | GE Vernova Inc | +0.1% | NEW | 新建仓 |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +1.73% | 加仓 |
| 16 | MELI | Mercadolibre Inc | +0.1% | NEW | 新建仓 |
| 17 | ADBE | Adobe Inc | +0.1% | +79.23% | 加仓 |
| 18 | XLE | Ss Energy Select Sector | +0.1% | +140.03% | 加仓 |
| 19 | VCIT | Vanguard Int-term Corporate | +0.1% | +38.50% | 加仓 |
| 20 | EEM | Ishares Msci Emerging Market | +0.1% | +5.89% | 加仓 |
| 21 | GOOG | Alphabet Inc-cl C | +0.1% | +20.39% | 加仓 |
| 22 | FBTC | Fidelity Wise Origin Bitcoin | +0.1% | NEW | 新建仓 |
| 23 | XBI | Ss Spdr S&p Biotech ETF | +0.1% | NEW | 新建仓 |
| 24 | CRM | Salesforce Inc | +0.1% | NEW | 新建仓 |
| 25 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | NEW | 新建仓 |
| 26 | DGRW | Wisdomtree U.s. Quality Divi | +0.1% | +3.89% | 加仓 |
| 27 | META | Meta Platforms Inc-class A | +0.1% | +2.27% | 加仓 |
| 28 | VO | Vanguard Mid-cap ETF | — | +5.83% | 加仓 |
| 29 | XYZ | Block Inc | -0.1% | EXIT | 清仓 |
| 30 | CMCSA | Comcast Corp-class A | -0.1% | -34.97% | 减仓 |
| 31 | DIS | Walt Disney Co/the | -0.1% | -4.92% | 减仓 |
| 32 | INTC | Intel CORP | -0.1% | -6.30% | 减仓 |
| 33 | SHV | Ishares 0-1 Year Treasury Bo | -0.1% | -21.96% | 减仓 |
| 34 | DEO | Diageo Plc-sponsored Adr | -0.1% | EXIT | 清仓 |
| 35 | ACN | Accenture plc | -0.1% | -3.27% | 减仓 |
| 36 | NKE | Nike Inc -cl B | -0.1% | -3.22% | 减仓 |
| 37 | V | Visa Inc-class A Shares | -0.1% | +0.11% | 加仓 |
| 38 | AWK | American Water Works Co Inc | -0.1% | EXIT | 清仓 |
| 39 | ITW | Illinois Tool Works | -0.1% | — | 不变 |
| 40 | CVS | Cvs Health CORP | -0.1% | EXIT | 清仓 |
| 41 | PLD | Prologis Inc | -0.1% | EXIT | 清仓 |
| 42 | SCJ | Ishares Msci Japan Small-cap | -0.1% | EXIT | 清仓 |
| 43 | SDY | Ss Spdr S&p Dividend ETF | -0.1% | -0.49% | 减仓 |
| 44 | BMY | Bristol-myers Squibb Co | -0.2% | -14.72% | 减仓 |
| 45 | TREX | Trex Company Inc | -0.2% | — | 不变 |
| 46 | JNJ | Johnson & Johnson | -0.2% | +0.17% | 加仓 |
| 47 | SBUX | Starbucks CORP | -0.2% | EXIT | 清仓 |
| 48 | HD | Home Depot Inc | -0.2% | -0.08% | 减仓 |
| 49 | CAT | Caterpillar Inc | -0.2% | -0.20% | 减仓 |
| 50 | MRK | Merck & Co. Inc. | -0.3% | -16.50% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Aries Wealth Management 在 Q2 2024 季度的美股持仓总市值约为 US$5.1亿，共申报了 206 个公开持股仓位。
在 Q2 2024 季度，Aries Wealth Management 按市值排列的前三大核心持股分别为：AAPL (6.2%)、MSFT (4.8%)、VUG (3.8%)。其中最大持股仓位 AAPL 占据整体投资组合约 6.2% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
GEV
市值: US$34.0万
本季最大获利了结 / 清仓标的
SBUX
前期市值: US$53.9万
在 Q2 2024 季度中，Aries Wealth Management 共进行了 47 项持仓异动，包含新建仓 6 个仓位、加仓 20 个仓位、减仓 14 个仓位以及清仓 7 个仓位。 其中最大新建仓标的为 GEV。 本季清仓仓位包含 SBUX。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。