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ANGELES WEALTH MANAGEMENT, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

ANGELES WEALTH MANAGEMENT, LLC

报告期 2026-03-31 · CIK 0001929170

持仓数

524

前50大市值合计

$1.55B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

MGK VANGUARD WORLD FD

MEGA GRWTH IND

$209.9M

571,184

13.5%

VT VANGUARD INTL EQUITY INDEX F

TT WRLD ST ETF

$203.7M

1,472,738

13.1%

VXUS VANGUARD STAR FDS

VG TL INTL STK F

$126.7M

1,643,243

8.2%

SPYV SPDR SERIES TRUST

STATE STREET SPD

$124.4M

2,198,037

8.0%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$98.2M

164,274

6.3%

MUB ISHARES TR

NATIONAL MUN ETF

$81.5M

767,535

5.3%

SCHG SCHWAB STRATEGIC TR

US LCAP GR ETF

$68.7M

2,359,736

4.4%

VGK VANGUARD INTL EQUITY INDEX F

FTSE EUROPE ETF

$64.3M

780,382

4.2%

VTV VANGUARD INDEX FDS

VALUE ETF

$48.7M

248,466

3.1%

AAPL APPLE INC

COM

$46.3M

182,360

3.0%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$36.0M

55,248

2.3%

MSFT MICROSOFT CORP

COM

$35.9M

97,065

2.3%

NVDA NVIDIA CORPORATION

COM

$29.6M

169,540

1.9%

EWJ ISHARES INC

MSCI JAPAN ETF

$28.8M

341,655

1.9%

SJNK SPDR SERIES TRUST

STATE STREET SPD

$27.2M

1,088,356

1.8%

URTH ISHARES INC

MSCI WORLD ETF

$21.2M

117,701

1.4%

AMZN AMAZON COM INC

COM

$20.8M

99,876

1.3%

VYM VANGUARD WHITEHALL FDS

HIGH DIV YLD

$18.2M

123,124

1.2%

GOOGL ALPHABET INC

CAP STK CL A

$18.2M

63,279

1.2%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$16.7M

52,105

1.1%

IXUS ISHARES TR

CORE MSCI TOTAL

$15.5M

178,509

1.0%

GOOG ALPHABET INC

CAP STK CL C

$15.1M

52,710

1.0%

AVGO BROADCOM INC

COM

$13.3M

42,884

0.9%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$11.9M

24,859

0.8%

VUG VANGUARD INDEX FDS

GROWTH ETF

$11.3M

25,883

0.7%

COST COSTCO WHOLESALE CORPORATION

COM

$10.7M

10,785

0.7%

JPM JPMORGAN CHASE & CO

COM

$10.5M

35,718

0.7%

BKLN INVESCO EXCH TRADED FD TR II

SR LN ETF

$9.1M

445,052

0.6%

PFF ISHARES TR

PFD AND INCM SEC

$8.7M

285,545

0.6%

META META PLATFORMS INC

CL A

$8.3M

14,468

0.5%

V VISA INC

COM CL A

$8.3M

27,376

0.5%

SHY ISHARES TR

1 3 YR TREAS BD

$7.8M

94,954

0.5%

IDV ISHARES TR

INTL SEL DIV ETF

$7.7M

182,000

0.5%

TLH ISHARES TR

10-20 YR TRS ETF

$7.1M

70,782

0.5%

LLY ELI LILLY & CO

COM

$6.9M

7,458

0.4%

EFA ISHARES TR

MSCI EAFE ETF

$6.8M

69,683

0.4%

TSLA TESLA INC

COM

$6.5M

17,377

0.4%

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$5.5M

85,156

0.4%

TSM TAIWAN SEMICONDUCTOR MANUFAC

SPONSORED ADS

$5.4M

15,942

0.3%

— EXXON MOBIL CORP

COM

$5.3M

31,530

0.3%

JNJ JOHNSON & JOHNSON

COM

$5.0M

20,301

0.3%

MRK MERCK & CO INC

COM

$4.6M

37,583

0.3%

ABBV ABBVIE INC

COM

$4.5M

20,775

0.3%

MA MASTERCARD INCORPORATED

CL A

$4.4M

8,718

0.3%

PAA PLAINS ALL AMERN PIPELINE L

UNIT LTD PARTN

$4.3M

192,807

0.3%

HD HOME DEPOT INC

COM

$4.2M

12,866

0.3%

VYMI VANGUARD WHITEHALL FDS

INTL HIGH ETF

$4.1M

44,000

0.3%

WFC WELLS FARGO & CO

COM

$4.0M

50,683

0.3%

GLD SPDR GOLD TR

GOLD SHS

$4.0M

9,320

0.3%

SHW SHERWIN WILLIAMS CO

COM

$3.9M

12,152

0.3%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

54%前 6 大占比

MGK13.5%VT13.1%VXUS8.2%SPYV8.0%VOO6.3%MUB5.3%