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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
$1.55B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 15
增持 63
减持 56
清仓 16
方向
标的
Δ市值
现股数(环比)
增持
VXUS
VANGUARD STAR FDS
+$28.6M
953,612
+105%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$15.2M
694,683
+23%
增持
MGK
VANGUARD WORLD FD
+$14.6M
307,341
+10%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$10.2M
174,590
增持
SPYV
SPDR SER TR
+$8.3M
1,060,050
+18%
减持
VOO
VANGUARD INDEX FDS
-$5.8M
51,484
-28%
清仓
BND
VANGUARD BD INDEX FDS
-$5.7M
0
-100%
增持
SUB
ISHARES TR
+$5.3M
412,730
+13%
增持
ARES
ARES MANAGEMENT CORPORATION
+$4.5M
217,121
+9%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$3.9M
272,813
+19%
减持
AAPL
APPLE INC
+$3.1M
90,698
-0%
减持
MSFT
MICROSOFT CORP
+$2.2M
52,910
-3%
减持
NOC
NORTHROP GRUMMAN CORP
-$1.6M
1,873
-59%
增持
IXUS
ISHARES TR
+$1.5M
367,230
+0%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.5M
2,055
-56%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$1.5M
628,796
+11%
清仓
—
LINDE PLC
-$1.3M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$1.3M
6,230
+99%
增持
SJNK
SPDR SER TR
+$1.2M
642,566
+6%
建仓
—
LINDE PLC
+$1.2M
3,414
建仓
AXON
AXON ENTERPRISE INC
+$1.1M
5,096
减持
LLY
LILLY ELI & CO
-$1.1M
2,451
-55%
减持
VTV
VANGUARD INDEX FDS
-$1.1M
221,949
-2%
减持
SPY
SPDR S&P 500 ETF TR
+$1.1M
41,509
-0%
增持
SPYD
SPDR SER TR
+$1.0M
433,242
+11%
减持
URTH
ISHARES INC
+$1.0M
151,050
-1%
建仓
ON
ON SEMICONDUCTOR CORP
+$973.0K
11,820
清仓
CF
CF INDS HLDGS INC
-$938.0K
0
-100%
增持
AMZN
AMAZON COM INC
+$878.0K
43,595
+1%
建仓
MPC
MARATHON PETE CORP
+$830.1K
6,157
增持
PFF
ISHARES TR
+$826.3K
206,848
+12%
增持
SHY
ISHARES TR
+$826.1K
142,519
+6%
减持
VUG
VANGUARD INDEX FDS
+$822.6K
24,173
-1%
增持
VB
VANGUARD INDEX FDS
+$802.0K
32,732
+11%
清仓
NEE
NEXTERA ENERGY INC
-$793.9K
0
-100%
增持
NVO
NOVO-NORDISK A S
+$776.7K
14,481
+28%
减持
DHR
DANAHER CORPORATION
-$737.1K
2,227
-54%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$696.7K
5,952
+61%
建仓
AMX
AMERICA MOVIL SAB DE CV
+$636.6K
30,242
建仓
TDG
TRANSDIGM GROUP INC
+$634.6K
861
减持
LNG
CHENIERE ENERGY INC
-$599.2K
3,338
-56%
增持
MA
MASTERCARD INCORPORATED
+$532.8K
4,175
+47%
增持
MSI
MOTOROLA SOLUTIONS INC
+$519.6K
6,333
+26%
增持
ODFL
OLD DOMINION FREIGHT LINE IN
+$494.5K
4,404
+24%
减持
VTI
VANGUARD INDEX FDS
+$489.5K
45,472
-1%
清仓
—
PIONEER NAT RES CO
-$480.8K
0
-100%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$477.1K
143,155
+5%
增持
META
META PLATFORMS INC
+$472.7K
3,939
+31%
增持
TSCO
TRACTOR SUPPLY CO
+$421.8K
4,913
+51%
减持
JNJ
JOHNSON & JOHNSON
-$420.1K
11,075
-8%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$390.0K
4,808
+11%
增持
XLE
SELECT SECTOR SPDR TR
+$359.1K
7,434
+153%
增持
GOOG
ALPHABET INC
+$346.0K
18,787
+4%
增持
TSLA
TESLA INC
+$329.7K
3,742
+3%
减持
—
BUNGE LIMITED
-$321.7K
8,243
-26%
增持
PGR
PROGRESSIVE CORP
+$321.0K
16,175
+5%
增持
IVV
ISHARES TR
+$319.7K
4,593
+13%
增持
—
FERRARI N V
+$306.0K
2,517
+43%
增持
GOOGL
ALPHABET INC
+$291.3K
13,902
+7%
增持
ESGV
VANGUARD WORLD FD
+$270.1K
18,020
+16%
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$261.5K
10,097
减持
PWR
QUANTA SVCS INC
+$251.8K
14,511
-5%
建仓
—
LAM RESEARCH CORP
+$247.0K
466
清仓
ICSH
ISHARES TR
-$239.2K
0
-100%
增持
CRM
SALESFORCE INC
+$238.2K
2,624
+22%
清仓
—
CANADIAN PAC RY LTD
-$235.9K
0
-100%
建仓
REGN
REGENERON PHARMACEUTICALS
+$235.8K
287
清仓
MMM
3M CO
-$233.5K
0
-100%
建仓
TXN
TEXAS INSTRS INC
+$230.5K
1,239
建仓
SYK
STRYKER CORPORATION
+$230.4K
807
建仓
PANW
PALO ALTO NETWORKS INC
+$229.3K
1,148
清仓
SBAC
SBA COMMUNICATIONS CORP NEW
-$221.4K
0
-100%
清仓
BOC
BOSTON OMAHA CORP
-$217.5K
0
-100%
增持
IWF
ISHARES TR
+$212.5K
4,357
+10%
增持
V
VISA INC
+$211.3K
7,656
+5%
减持
EFV
ISHARES TR
-$211.0K
16,814
-25%
减持
DE
DEERE & CO
-$203.6K
2,724
-12%
清仓
SCHW
SCHWAB CHARLES CORP
-$202.3K
0
-100%
减持
ITOT
ISHARES TR
-$181.6K
92
-96%
增持
HD
HOME DEPOT INC
-$180.0K
9,837
+1%
增持
VSGX
VANGUARD WORLD FD
+$179.7K
17,105
+18%
减持
COST
COSTCO WHSL CORP NEW
+$175.4K
8,789
-4%
减持
SHW
SHERWIN WILLIAMS CO
-$159.6K
12,250
-0%
增持
AMD
ADVANCED MICRO DEVICES INC
+$158.6K
4,210
+7%
减持
—
TRITON INTL LTD
-$156.8K
12,495
-9%
增持
MSCI
MSCI INC
+$150.2K
1,122
+9%
减持
ISRG
INTUITIVE SURGICAL INC
-$133.1K
4,582
-7%
减持
COP
CONOCOPHILLIPS
-$131.6K
6,871
-0%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$127.6K
4,000
-39%
增持
JPM
JPMORGAN CHASE & CO
+$115.1K
8,150
+15%
清仓
IGV
ISHARES TR
-$114.1K
0
-100%
减持
BX
BLACKSTONE INC
+$110.5K
11,182
-5%
减持
QQQ
INVESCO QQQ TR
+$109.7K
2,027
-0%
增持
QCOM
QUALCOMM INC
+$104.4K
2,679
+24%
减持
DIS
DISNEY WALT CO
+$104.3K
8,447
-1%
增持
MCO
MOODYS CORP
+$101.6K
3,697
+0%
减持
IJH
ISHARES TR
-$100.0K
401
-52%
清仓
SHV
ISHARES TR
-$99.9K
0
-100%
减持
CTAS
CINTAS CORP
-$99.4K
4,245
-7%
增持
CSCO
CISCO SYS INC
+$97.0K
8,012
+19%
建仓
VGIT
VANGUARD SCOTTSDALE FDS
+$97.0K
1,618
减持
HSY
HERSHEY CO
+$89.9K
9,034
-5%
减持
SCHD
SCHWAB STRATEGIC TR
-$89.5K
6,805
-12%
减持
IDXX
IDEXX LABS INC
+$89.2K
999
-1%
减持
CL
COLGATE PALMOLIVE CO
-$89.1K
23,598
-0%
减持
AGG
ISHARES TR
-$83.1K
7,090
-13%
增持
NKE
NIKE INC
+$79.7K
13,572
+0%
增持
PFE
PFIZER INC
-$73.1K
17,505
+14%
增持
ADI
ANALOG DEVICES INC
+$71.7K
2,117
+0%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$68.4K
898
+9%
减持
XYL
XYLEM INC
-$67.8K
2,317
-17%
减持
UNP
UNION PAC CORP
-$59.5K
6,324
-2%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$59.4K
3,274
-1%
增持
NOW
SERVICENOW INC
+$56.1K
652
+3%
减持
XLF
SELECT SECTOR SPDR TR
-$56.0K
2,013
-43%
增持
—
EXXON MOBIL CORP
+$51.4K
16,072
+4%
减持
—
BLACKROCK INC
-$50.3K
359
-12%
增持
SHYG
ISHARES TR
+$50.2K
1,908
+166%
减持
DGRO
ISHARES TR
-$50.0K
500
-67%
清仓
FNDE
SCHWAB STRATEGIC TR
-$49.7K
0
-100%
增持
ABBV
ABBVIE INC
+$47.5K
6,299
+6%
增持
ZTS
ZOETIS INC
+$47.0K
1,487
+9%
增持
MCD
MCDONALDS CORP
+$44.7K
2,467
+1%
减持
IUSV
ISHARES TR
-$43.2K
1,972
-26%
清仓
SCHX
SCHWAB STRATEGIC TR
-$42.3K
0
-100%
减持
BEN
FRANKLIN RESOURCES INC
-$42.2K
10,674
-15%
增持
CI
THE CIGNA GROUP
-$39.2K
1,186
+15%
建仓
DFAC
DIMENSIONAL ETF TRUST
+$38.8K
1,523
减持
—
ACCENTURE PLC IRELAND
+$38.5K
2,563
-1%
增持
CVX
CHEVRON CORP NEW
-$36.4K
4,988
+5%
清仓
IXJ
ISHARES TR
-$35.9K
0
-100%
增持
MRK
MERCK & CO INC
-$34.7K
23,351
+3%
减持
INTC
INTEL CORP
+$34.2K
12,810
-12%
减持
WCN
WASTE CONNECTIONS INC
+$34.1K
11,497
-3%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$33.9K
818
-19%
减持
VYM
VANGUARD WHITEHALL FDS
-$33.7K
12,115
-0%
减持
IVLU
ISHARES TR
-$32.3K
500
-74%
增持
BA
BOEING CO
+$32.0K
1,328
+1%
增持
TECK
TECK RESOURCES LTD
+$31.0K
12,036
+11%
减持
BDX
BECTON DICKINSON & CO
-$30.2K
2,279
-2%
减持
RSG
REPUBLIC SVCS INC
+$28.6K
5,294
-1%
增持
UPS
UNITED PARCEL SERVICE INC
+$27.8K
1,300
+1%
减持
ORCL
ORACLE CORP
+$25.5K
2,688
-2%
减持
BALL
BALL CORP
+$25.2K
15,089
-4%
减持
NVS
NOVARTIS AG
-$24.5K
2,799
-10%
减持
IDEV
ISHARES TR
-$23.4K
13,983
-10%
增持
PEP
PEPSICO INC
+$22.4K
10,578
+0%
增持
SBUX
STARBUCKS CORP
+$21.9K
2,928
+3%
减持
CSX
CSX CORP
-$20.9K
9,848
-3%
增持
DFAT
DIMENSIONAL ETF TRUST
+$20.3K
4,588
+10%
