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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 17
增持 83
减持 43
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$24.3M
663,548
+143%
减持
SPYD
SPDR SER TR
-$16.4M
2,545
-99%
增持
MGK
VANGUARD WORLD FD
+$12.7M
320,908
+4%
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。
增持
VOO
VANGUARD INDEX FDS
+$11.1M
74,801
+45%
增持
MSFT
MICROSOFT CORP
+$7.0M
65,217
+23%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$6.7M
729,136
+5%
增持
SPYV
SPDR SER TR
+$6.0M
1,137,143
+7%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$5.7M
3,236
-98%
减持
VB
VANGUARD INDEX FDS
-$5.5M
3,453
-89%
增持
ARES
ARES MANAGEMENT CORPORATION
+$2.8M
217,172
+0%
增持
AAPL
APPLE INC
+$2.7M
91,235
+1%
减持
VXUS
VANGUARD STAR FDS
-$1.7M
907,906
-5%
增持
LLY
LILLY ELI & CO
+$1.6M
5,298
+116%
建仓
INSP
INSPIRE MED SYS INC
+$1.2M
3,660
清仓
DE
DEERE & CO
-$1.1M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$1.1M
6,670
+7%
增持
TDG
TRANSDIGM GROUP INC
+$1.0M
1,883
+119%
减持
AMZN
AMAZON COM INC
+$987.1K
42,114
-3%
减持
IXUS
ISHARES TR
-$918.7K
348,630
-5%
减持
URTH
ISHARES INC
+$824.3K
149,360
-1%
清仓
—
TRITON INTL LTD
-$789.9K
0
-100%
清仓
—
BUNGE LIMITED
-$787.4K
0
-100%
减持
VUG
VANGUARD INDEX FDS
+$776.3K
24,053
-0%
减持
VTV
VANGUARD INDEX FDS
+$729.3K
220,849
-0%
减持
PGR
PROGRESSIVE CORP
-$704.8K
12,157
-25%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$651.1K
652,569
+4%
减持
VTI
VANGUARD INDEX FDS
+$634.0K
45,010
-1%
增持
MA
MASTERCARD INCORPORATED
+$629.0K
5,457
+31%
清仓
MSCI
MSCI INC
-$628.0K
0
-100%
增持
SUB
ISHARES TR
+$580.3K
420,847
+2%
清仓
LNG
CHENIERE ENERGY INC
-$526.1K
0
-100%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$520.9K
4,313
-10%
建仓
BWXT
BWX TECHNOLOGIES INC
+$506.4K
7,075
增持
SHW
SHERWIN WILLIAMS CO
+$506.1K
12,276
+0%
减持
MPC
MARATHON PETE CORP
-$427.1K
3,457
-44%
增持
SJNK
SPDR SER TR
+$423.6K
663,358
+3%
增持
GOOG
ALPHABET INC
+$413.1K
19,566
+4%
增持
ISRG
INTUITIVE SURGICAL INC
+$402.4K
4,600
+0%
减持
TSCO
TRACTOR SUPPLY CO
-$386.4K
3,475
-29%
建仓
—
UBS GROUP AG
+$385.6K
19,025
增持
—
FERRARI N V
+$385.4K
3,282
+30%
增持
META
META PLATFORMS INC
+$364.7K
4,180
+6%
建仓
KNF
KNIFE RIVER CORP
+$364.1K
8,370
减持
PWR
QUANTA SVCS INC
+$335.1K
14,015
-3%
建仓
AVGO
BROADCOM INC
+$327.9K
378
增持
SHY
ISHARES TR
+$317.2K
148,330
+4%
增持
ZTS
ZOETIS INC
+$314.4K
3,263
+119%
减持
NOC
NORTHROP GRUMMAN CORP
-$312.4K
1,212
-35%
建仓
OLED
UNIVERSAL DISPLAY CORP
+$305.4K
2,119
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$269.4K
2,013
增持
JNJ
JOHNSON & JOHNSON
+$267.5K
11,987
+8%
建仓
MAR
MARRIOTT INTL INC NEW
+$257.1K
1,399
建仓
CP
CANADIAN PACIFIC KANSAS CITY
+$255.4K
3,162
增持
MRK
MERCK & CO INC
+$249.0K
23,688
+1%
建仓
—
ASML HOLDING N V
+$242.8K
335
增持
—
LINDE PLC
+$240.3K
3,815
+12%
增持
IWB
ISHARES TR
+$236.2K
9,230
+3%
增持
CTAS
CINTAS CORP
+$232.5K
4,419
+4%
建仓
APO
APOLLO GLOBAL MGMT INC
+$231.2K
3,010
建仓
FISV
FISERV INC
+$224.9K
1,783
建仓
CMCSA
COMCAST CORP NEW
+$214.1K
5,154
建仓
—
MEDTRONIC PLC
+$203.6K
2,311
增持
MSI
MOTOROLA SOLUTIONS INC
+$196.3K
6,848
+8%
减持
GOOGL
ALPHABET INC
+$192.7K
13,657
-2%
减持
COST
COSTCO WHSL CORP NEW
+$192.0K
8,468
-4%
增持
PFF
ISHARES TR
+$186.0K
214,801
+4%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$185.7K
5,934
-0%
减持
ABBV
ABBVIE INC
-$185.7K
6,073
-4%
减持
NKE
NIKE INC
-$170.9K
13,532
-0%
减持
TSLA
TESLA INC
+$166.6K
3,602
-4%
增持
MCO
MOODYS CORP
+$164.2K
3,726
+1%
减持
AXON
AXON ENTERPRISE INC
-$164.2K
5,031
-1%
增持
ABT
ABBOTT LABS
+$161.4K
5,699
+25%
增持
JPM
JPMORGAN CHASE & CO
+$160.7K
8,407
+3%
减持
BAC
BANK AMERICA CORP
-$158.6K
9,317
-37%
增持
—
EXXON MOBIL CORP
+$157.1K
17,898
+11%
减持
HSY
HERSHEY CO
-$152.7K
8,593
-5%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$146.7K
7,970
+7%
减持
HD
HOME DEPOT INC
+$145.2K
9,813
-0%
增持
V
VISA INC
+$136.9K
7,845
+2%
减持
IVV
ISHARES TR
+$131.4K
4,531
-1%
增持
AMX
AMERICA MOVIL SAB DE CV
+$129.0K
35,379
+17%
减持
DIS
DISNEY WALT CO
-$127.6K
8,044
-5%
减持
PFE
PFIZER INC
-$115.3K
16,329
-7%
减持
UNH
UNITEDHEALTH GROUP INC
-$111.3K
1,789
-13%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$104.3K
921
+3%
增持
RSG
REPUBLIC SVCS INC
+$101.8K
5,338
+1%
增持
NFLX
NETFLIX INC
+$84.9K
872
+1%
增持
—
ACCENTURE PLC IRELAND
+$84.9K
2,649
+3%
减持
WCN
WASTE CONNECTIONS INC
-$84.5K
10,595
-8%
增持
NVO
NOVO-NORDISK A S
+$82.2K
14,748
+2%
建仓
SHV
ISHARES TR
+$80.3K
727
增持
NOW
SERVICENOW INC
+$79.7K
681
+4%
增持
ORCL
ORACLE CORP
+$76.4K
2,739
+2%
增持
CI
THE CIGNA GROUP
+$73.2K
1,341
+13%
增持
PEP
PEPSICO INC
+$69.0K
10,784
+2%
增持
CSX
CSX CORP
+$66.6K
10,600
+8%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$65.3K
8,796
-3%
增持
PANW
PALO ALTO NETWORKS INC
+$64.8K
1,151
+0%
增持
BX
BLACKSTONE INC
+$60.6K
11,217
+0%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$59.2K
3,604
+10%
减持
UNP
UNION PAC CORP
-$57.9K
5,937
-6%
增持
—
LAM RESEARCH CORP
+$55.8K
471
+1%
增持
CRM
SALESFORCE INC
+$55.1K
2,742
+4%
增持
VGSH
VANGUARD SCOTTSDALE FDS
-$53.4K
176,114
+1%
增持
WIT
WIPRO LTD
+$52.6K
26,371
+65%
增持
XLE
SELECT SECTOR SPDR TR
+$52.6K
8,234
+11%
建仓
MBB
ISHARES TR
+$50.7K
544
增持
MCD
MCDONALDS CORP
+$46.7K
2,468
+0%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$46.3K
864
+6%
增持
WMT
WALMART INC
+$46.2K
2,250
+8%
减持
ODFL
OLD DOMINION FREIGHT LINE IN
+$43.0K
4,176
-5%
清仓
—
AEGON N V
-$43.0K
0
-100%
增持
IQV
IQVIA HLDGS INC
+$42.3K
1,489
+1%
减持
ON
ON SEMICONDUCTOR CORP
+$39.8K
10,709
-9%
增持
COP
CONOCOPHILLIPS
+$39.8K
6,963
+1%
增持
INTC
INTEL CORP
+$39.1K
13,684
+7%
减持
UPS
UNITED PARCEL SERVICE INC
-$37.8K
1,196
-8%
增持
F
FORD MTR CO DEL
+$37.5K
12,208
+4%
建仓
IEF
ISHARES TR
+$37.3K
386
减持
SDY
SPDR SER TR
-$36.2K
4,638
-5%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$34.8K
11,247
+11%
增持
NVS
NOVARTIS AG
+$34.0K
2,889
+3%
减持
REGN
REGENERON PHARMACEUTICALS
-$30.3K
286
-0%
减持
BDX
BECTON DICKINSON & CO
+$29.9K
2,250
-1%
增持
SOXX
ISHARES TR
+$28.2K
95
+111%
增持
WM
WASTE MGMT INC DEL
+$27.2K
2,620
+0%
减持
QCOM
QUALCOMM INC
-$25.1K
2,660
-1%
增持
TJX
TJX COS INC NEW
+$25.1K
3,398
+1%
增持
CVX
CHEVRON CORP NEW
+$24.8K
5,330
+7%
增持
SYK
STRYKER CORPORATION
+$24.1K
834
+3%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$23.1K
6,610
+4%
增持
—
BLACKROCK INC
+$23.1K
381
+6%
增持
HON
HONEYWELL INTL INC
+$21.7K
1,312
+0%
增持
XLF
SELECT SECTOR SPDR TR
+$20.8K
2,538
+26%
增持
XYL
XYLEM INC
+$20.8K
2,339
+1%
增持
IWR
ISHARES TR
+$17.5K
4,494
+1%
增持
DHR
DANAHER CORPORATION
+$17.1K
2,410
+8%
减持
CL
COLGATE PALMOLIVE CO
+$16.9K
23,239
-2%
增持
KO
COCA COLA CO
-$16.6K
10,386
+0%
增持
CSCO
CISCO SYS INC
+$16.0K
8,404
+5%
清仓
KBE
SPDR SER TR
-$14.8K
0
-100%
减持
IWM
ISHARES TR
+$12.6K
1,505
-0%
减持
AMD
ADVANCED MICRO DEVICES INC
+$12.1K
3,729
-11%
增持
SBUX
STARBUCKS CORP
+$11.6K
3,195
+9%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$10.7K
1,836
+13%
增持
ONEY
SPDR SER TR
+$9.3K
2,616
+3%
增持
SRLN
SSGA ACTIVE ETF TR
+$7.5K
1,575
+12%
增持
VYM
VANGUARD WHITEHALL FDS
+$7.4K
12,120
+0%
增持
SHYG
ISHARES TR
+$7.4K
2,097
+10%
