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
223 檔
14.8%
根据最新整理的 13F 季度数据集，Aries Wealth Management 于 Q4 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 223 档美股持仓，呈现出该时期的主要投资地图。
在 Q4 2024，Aries Wealth Management 展现出较为审慎的避险与获利了结姿态。本季共减仓 20 个仓位并完全清仓 7 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Aries Wealth Management 的前 5 大核心持股（包含 AAPL, VUG, MSFT 等）合计占整体申报市值的 14.8%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
BLK
市值: US$140.1万
本季最大获利了结 / 清仓标的
BLKCHF
前期市值: US$139.8万
仅显示前 200 大持股（共 223 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 | 6.31% | +0.09% | -0.92% | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 4.19% | +0.36% | +3.32% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.03% | -0.32% | -1.41% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-其他 | 3.15% | +0.20% | +0.83% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.13% | +0.19% | +3.29% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-其他 | 3.01% | +0.07% | +1.03% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.44% | +0.07% | -0.95% | |
| 8 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.44% | +0.03% | -0.57% | |
| 9 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 1.91% | -0.15% | -2.95% | |
| 10 | CAT | Caterpillar Inc | 股票-工业 | 1.80% | +0.92% | — | |
| 11 | HD | Home Depot Inc | 股票-周期性消费 | 1.59% | -0.05% | -2.03% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.55% | +0.23% | +3.82% | |
| 13 | VTV | Vanguard Value ETF | ETF-其他 | 1.47% | +0.13% | +30.76% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.47% | -0.17% | -0.79% | |
| 15 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.41% | +0.03% | — | |
| 16 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.40% | +0.02% | -0.78% | |
| 17 | WMT | Walmart Inc | 股票-非周期性消费 | 1.39% | -0.28% | -1.30% | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 1.35% | -0.44% | -0.93% | |
| 19 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 1.32% | -0.04% | -0.42% | |
| 20 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 1.26% | +0.25% | +11.15% | |
| 21 | PXH | Inves Rafi Emer Mrkt-usd Inc | ETF-其他 | 1.19% | -0.10% | +4.69% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.18% | -0.01% | — | |
| 23 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.13% | -0.10% | -2.51% | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 1.09% | +0.01% | -2.90% | |
| 25 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.99% | -0.05% | -0.14% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.98% | -0.07% | -1.39% | |
| 27 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.97% | -0.31% | +3.22% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.91% | +0.04% | +6.63% | |
| 29 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.89% | -0.14% | — | |
| 30 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 0.88% | -0.10% | +14.32% | |
| 31 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.87% | +0.14% | -2.51% | |
| 32 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.80% | — | +12.52% | |
| 33 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.74% | -0.08% | -3.93% | |
| 34 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.73% | -0.04% | +2.89% | |
| 35 | IBM | Intl Business Machines CORP | 股票-科技 | 0.70% | +0.03% | — | |
| 36 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.68% | -0.06% | -2.38% | |
| 37 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.67% | +0.02% | +2.95% | |
| 38 | WM | Waste Management Inc | 股票-工业 | 0.66% | -0.08% | +2.84% | |
| 39 | ITW | Illinois Tool Works | 股票-工业 | 0.65% | -0.03% | -1.06% | |
| 40 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.65% | — | -1.59% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.65% | +0.05% | +0.21% | |
| 42 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.62% | -0.11% | +0.41% | |
| 43 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.60% | — | -1.36% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.59% | -0.03% | -0.48% | |
| 45 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.59% | -0.07% | +11.03% | |
| 46 | ADP | Automatic Data Processing | 股票-科技 | 0.58% | -0.03% | — | |
| 47 | CB | Chubb Limited | 股票-金融 | 0.55% | -0.03% | — | |
| 48 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.53% | +0.01% | +19.16% | |
| 49 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.52% | -0.08% | — | |
| 50 | ACN | Accenture plc | 股票-科技 | 0.51% | -0.12% | -0.38% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | +0.4% | +3.32% | 加仓 |
| 2 | AAPL | Apple Inc | +0.4% | -0.92% | 减仓 |
| 3 | BLK | Blackrock Inc | +0.4% | NEW | 新建仓 |
| 4 | AMZN | Amazon.com Inc | +0.4% | -0.57% | 减仓 |
| 5 | VTV | Vanguard Value ETF | +0.3% | +30.76% | 加仓 |
| 6 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +154.45% | 加仓 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.2% | +3.82% | 加仓 |
| 8 | ETH | Grayscale Ethereum Staking M | +0.2% | NEW | 新建仓 |
| 9 | BTC | Grayscale Bitcoin Mini ETF | +0.2% | NEW | 新建仓 |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +3.29% | 加仓 |
| 11 | JPM | Jpmorgan Chase & Co | +0.1% | — | 不变 |
| 12 | WMT | Walmart Inc | +0.1% | -1.30% | 减仓 |
| 13 | V | Visa Inc-class A Shares | +0.1% | -2.90% | 减仓 |
| 14 | FBTC | Fidelity Wise Origin Bitcoin | +0.1% | +26.71% | 加仓 |
| 15 | FLRN | Ss Spdr Bb Ig Float Rt ETF | +0.1% | +14.32% | 加仓 |
| 16 | GBTC | Grayscale Bitcoin Trust ETF | +0.1% | -4.37% | 减仓 |
| 17 | RKLB | Rocket Lab Corporation | +0.1% | -38.51% | 减仓 |
| 18 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +6.63% | 加仓 |
| 19 | AVGO | Broadcom Inc | +0.1% | — | 不变 |
| 20 | CTA | Simplify Managed Futures St | +0.1% | +15.30% | 加仓 |
| 21 | LRCX | Lam Research CORP | +0.1% | NEW | 新建仓 |
| 22 | TRV | Travelers Cos Inc/the | +0.1% | +35.97% | 加仓 |
| 23 | VB | Vanguard Small-cap ETF | +0.1% | +0.83% | 加仓 |
| 24 | AGG | Ishares Core U.s. Aggregate | +0.1% | +19.16% | 加仓 |
| 25 | PEP | Pepsico Inc | -0.1% | +0.41% | 加仓 |
| 26 | MDT | Medtronic plc | -0.1% | EXIT | 清仓 |
| 27 | MRK | Merck & Co. Inc. | -0.1% | +2.89% | 加仓 |
| 28 | CI | THE Cigna Group | -0.1% | — | 不变 |
| 29 | ABBV | Abbvie Inc | -0.1% | -1.59% | 减仓 |
| 30 | CMCSA | Comcast Corp-class A | -0.1% | EXIT | 清仓 |
| 31 | GDX | Vaneck Gold Miners ETF | -0.1% | -0.85% | 减仓 |
| 32 | NKE | Nike Inc -cl B | -0.1% | EXIT | 清仓 |
| 33 | IDXX | Idexx Laboratories Inc | -0.1% | -0.31% | 减仓 |
| 34 | BTCGBP | Grayscale Bitcoin Mini Trust | -0.1% | EXIT | 清仓 |
| 35 | AXP | American Express Co | -0.1% | -43.25% | 减仓 |
| 36 | ✓ | Eth | -0.1% | EXIT | 清仓 |
| 37 | PI | Impinj Inc | -0.1% | — | 不变 |
| 38 | HD | Home Depot Inc | -0.1% | -2.03% | 减仓 |
| 39 | TD | Toronto-dominion Bank | -0.1% | EXIT | 清仓 |
| 40 | UNH | Unitedhealth Group Inc | -0.1% | -1.36% | 减仓 |
| 41 | VIG | Vanguard Dividend Apprec ETF | -0.1% | -18.39% | 减仓 |
| 42 | MSFT | Microsoft CORP | -0.1% | -1.41% | 减仓 |
| 43 | CAT | Caterpillar Inc | -0.1% | — | 不变 |
| 44 | XOM | Exxon Mobil CORP | -0.1% | -0.93% | 减仓 |
| 45 | TMO | Thermo Fisher Scientific Inc | -0.1% | -2.38% | 减仓 |
| 46 | LLY | Eli Lilly & Co | -0.2% | -2.51% | 减仓 |
| 47 | JNJ | Johnson & Johnson | -0.2% | -2.51% | 减仓 |
| 48 | SDY | Ss Spdr S&p Dividend ETF | -0.2% | -2.95% | 减仓 |
| 49 | EFA | Ishares Msci Eafe ETF | -0.3% | -0.95% | 减仓 |
| 50 | BLKCHF | Blackrock Inc | -0.4% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Aries Wealth Management 在 Q4 2024 季度的美股持仓总市值约为 US$5.1亿，共申报了 223 个公开持股仓位。
在 Q4 2024 季度，Aries Wealth Management 按市值排列的前三大核心持股分别为：AAPL (6.3%)、VUG (4.2%)、MSFT (4.0%)。其中最大持股仓位 AAPL 占据整体投资组合约 6.3% 的权重。
在 Q4 2024 季度中，Aries Wealth Management 共进行了 45 项持仓异动，包含新建仓 4 个仓位、加仓 14 个仓位、减仓 20 个仓位以及清仓 7 个仓位。 其中最大新建仓标的为 BLK。 本季清仓仓位包含 BLKCHF。
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。
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。
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。