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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 19
增持 65
减持 51
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD INDEX FDS
+$22.9M
135,940
+82%
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$21.7M
331,958
-50%
减持
ARES
ARES MANAGEMENT CORPORATION
-$6.1M
144,274
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。
-34%
增持
SPYV
SPDR SER TR
+$4.8M
1,307,269
+15%
减持
VTV
VANGUARD INDEX FDS
-$3.2M
204,009
-8%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$2.4M
784,220
+8%
清仓
HSY
HERSHEY CO
-$2.1M
0
-100%
清仓
TDG
TRANSDIGM GROUP INC
-$1.7M
0
-100%
减持
PWR
QUANTA SVCS INC
-$1.7M
5,851
-58%
清仓
ESGV
VANGUARD WORLD FD
-$1.4M
0
-100%
增持
VXUS
VANGUARD STAR FDS
+$1.4M
976,882
+8%
减持
MSI
MOTOROLA SOLUTIONS INC
-$1.4M
2,359
-66%
减持
CTAS
CINTAS CORP
-$1.3M
1,964
-56%
增持
MSFT
MICROSOFT CORP
-$1.2M
66,542
+2%
减持
WCN
WASTE CONNECTIONS INC
-$1.2M
2,391
-77%
清仓
INSP
INSPIRE MED SYS INC
-$1.2M
0
-100%
减持
PGR
PROGRESSIVE CORP
-$1.1M
3,339
-73%
减持
NVO
NOVO-NORDISK A S
-$1.1M
14,215
-4%
清仓
—
FERRARI N V
-$1.1M
0
-100%
清仓
AXON
AXON ENTERPRISE INC
-$981.6K
0
-100%
减持
IXUS
ISHARES TR
-$967.9K
347,780
-0%
增持
GOOGL
ALPHABET INC
+$958.4K
19,816
+45%
清仓
VSGX
VANGUARD WORLD FD
-$908.4K
0
-100%
减持
ODFL
OLD DOMINION FREIGHT LINE IN
-$882.5K
1,617
-61%
减持
SUB
ISHARES TR
-$826.7K
417,638
-1%
减持
—
LINDE PLC
-$805.2K
1,742
-54%
减持
LLY
ELI LILLY & CO
-$780.9K
3,172
-40%
清仓
AMX
AMERICA MOVIL SAB DE CV
-$765.6K
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$697.7K
41,411
-0%
清仓
AGG
ISHARES TR
-$694.5K
0
-100%
减持
URTH
ISHARES INC
-$662.9K
149,250
-0%
增持
GOOG
ALPHABET INC
+$660.9K
22,964
+17%
增持
AMZN
AMAZON COM INC
+$650.0K
48,301
+15%
减持
ON
ON SEMICONDUCTOR CORP
-$617.3K
4,256
-60%
减持
TSCO
TRACTOR SUPPLY CO
-$536.4K
1,142
-67%
清仓
TECK
TECK RESOURCES LTD
-$506.7K
0
-100%
清仓
BWXT
BWX TECHNOLOGIES INC
-$506.4K
0
-100%
增持
MGK
VANGUARD WORLD FD
+$499.3K
335,017
+4%
增持
—
EXXON MOBIL CORP
+$456.8K
20,211
+13%
减持
VTI
VANGUARD INDEX FDS
-$449.8K
44,560
-1%
减持
MA
MASTERCARD INCORPORATED
-$430.0K
4,335
-21%
清仓
—
UBS GROUP AG
-$385.6K
0
-100%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$372.2K
170,049
-3%
增持
DHR
DANAHER CORPORATION
+$370.6K
3,825
+59%
减持
SCHD
SCHWAB STRATEGIC TR
-$358.7K
1,945
-72%
增持
AAPL
APPLE INC
-$354.1K
101,295
+11%
减持
VB
VANGUARD INDEX FDS
-$331.7K
1,878
-46%
减持
NOC
NORTHROP GRUMMAN CORP
-$329.3K
507
-58%
增持
IWM
ISHARES TR
+$318.5K
3,397
+126%
清仓
OLED
UNIVERSAL DISPLAY CORP
-$305.4K
0
-100%
增持
PAGP
PLAINS GP HLDGS L P
+$297.6K
39,649
+72%
减持
ZTS
ZOETIS INC
-$286.3K
1,584
-51%
增持
META
META PLATFORMS INC
+$265.7K
4,881
+17%
建仓
MCHP
MICROCHIP TECHNOLOGY INC.
+$265.5K
3,402
增持
JPM
JPMORGAN CHASE & CO
+$265.5K
10,262
+22%
增持
COP
CONOCOPHILLIPS
+$253.7K
8,140
+17%
清仓
LMT
LOCKHEED MARTIN CORP
-$246.3K
0
-100%
减持
SHW
SHERWIN WILLIAMS CO
-$240.0K
11,839
-4%
建仓
MNST
MONSTER BEVERAGE CORP NEW
+$236.6K
4,468
增持
MRK
MERCK & CO INC
-$232.6K
24,291
+3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$231.4K
6,437
+8%
减持
ISRG
INTUITIVE SURGICAL INC
-$228.7K
4,599
-0%
增持
VUG
VANGUARD INDEX FDS
-$226.5K
24,162
+0%
减持
BALL
BALL CORP
-$222.3K
12,252
-14%
建仓
C
CITIGROUP INC
+$221.2K
5,377
增持
V
VISA INC
+$220.4K
9,058
+15%
减持
NVDA
NVIDIA CORPORATION
-$216.8K
5,988
-10%
建仓
—
ASTRAZENECA PLC
+$215.8K
3,187
清仓
UPS
UNITED PARCEL SERVICE INC
-$214.4K
0
-100%
建仓
HAL
HALLIBURTON CO
+$214.0K
5,285
增持
IVV
ISHARES TR
+$211.8K
5,196
+15%
建仓
VZ
VERIZON COMMUNICATIONS INC
+$211.2K
6,517
增持
QQQ
INVESCO QQQ TR
+$211.0K
2,679
+32%
建仓
CARR
CARRIER GLOBAL CORPORATION
+$210.6K
3,815
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$210.4K
4,030
-7%
减持
PFF
ISHARES TR
-$207.1K
213,490
-1%
建仓
GM
GENERAL MTRS CO
+$204.4K
6,201
减持
CL
COLGATE PALMOLIVE CO
-$179.8K
22,648
-3%
减持
DFAT
DIMENSIONAL ETF TRUST
-$179.1K
738
-84%
增持
IWR
ISHARES TR
+$177.3K
7,299
+62%
增持
BX
BLACKSTONE INC
+$174.6K
11,363
+1%
增持
ADBE
ADOBE INC
+$174.3K
1,225
+33%
减持
INTC
INTEL CORP
-$171.5K
8,048
-41%
减持
SHY
ISHARES TR
-$163.3K
146,515
-1%
增持
RTX
RTX CORPORATION
-$159.8K
6,777
+3%
建仓
VGT
VANGUARD WORLD FDS
+$141.9K
342
增持
—
BLACKROCK INC
+$141.4K
626
+64%
增持
TJX
TJX COS INC NEW
+$137.2K
4,785
+41%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$134.7K
7,465
-6%
减持
UNH
UNITEDHEALTH GROUP INC
-$129.8K
1,448
-19%
减持
RSG
REPUBLIC SVCS INC
-$122.0K
4,881
-9%
增持
CRM
SALESFORCE INC
+$117.9K
3,438
+25%
增持
ABBV
ABBVIE INC
+$115.5K
6,264
+3%
增持
XLE
SELECT SECTOR SPDR TR
+$111.4K
8,627
+5%
增持
MCO
MOODYS CORP
-$110.9K
3,747
+1%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$109.7K
774
减持
BDX
BECTON DICKINSON & CO
-$104.9K
1,892
-16%
增持
NOW
SERVICENOW INC
+$99.1K
862
+27%
减持
PFE
PFIZER INC
-$96.6K
15,146
-7%
增持
BAC
BANK AMERICA CORP
+$95.1K
13,236
+42%
增持
EFA
ISHARES TR
+$88.0K
4,585
+46%
减持
KO
COCA COLA CO
-$87.3K
9,613
-7%
增持
CMCSA
COMCAST CORP NEW
+$85.0K
6,747
+31%
增持
HON
HONEYWELL INTL INC
+$84.5K
1,931
+47%
增持
PSX
PHILLIPS 66
+$77.3K
3,110
+0%
增持
SYK
STRYKER CORPORATION
+$74.3K
1,203
+44%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$70.1K
3,379
-6%
建仓
XLV
SELECT SECTOR SPDR TR
+$68.9K
535
减持
MPC
MARATHON PETE CORP
-$66.2K
2,226
-36%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$65.3K
8,567
-3%
增持
IDXX
IDEXX LABS INC
-$64.5K
1,000
+0%
增持
MCD
MCDONALDS CORP
-$64.2K
2,552
+3%
增持
SJNK
SPDR SER TR
-$60.9K
667,377
+1%
增持
TSLA
TESLA INC
+$60.5K
4,010
+11%
减持
SPYD
SPDR SER TR
-$60.3K
971
-62%
增持
MO
ALTRIA GROUP INC
+$60.2K
6,329
+39%
减持
IWF
ISHARES TR
-$58.7K
4,287
-2%
增持
JNJ
JOHNSON & JOHNSON
-$58.1K
12,366
+3%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$55.2K
1,950
-40%
建仓
PRFZ
INVESCO EXCHANGE TRADED FD T
+$54.6K
1,655
增持
ABT
ABBOTT LABS
-$53.9K
5,859
+3%
建仓
IJR
ISHARES TR
+$53.8K
570
减持
CVX
CHEVRON CORP NEW
+$53.2K
5,289
-1%
建仓
XLY
SELECT SECTOR SPDR TR
+$53.0K
329
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$51.8K
656,593
+1%
增持
REGN
REGENERON PHARMACEUTICALS
+$51.3K
312
+9%
增持
DIS
DISNEY WALT CO
+$50.5K
9,484
+18%
增持
BIL
SPDR SER TR
+$50.5K
1,700
+48%
减持
SDY
SPDR SER TR
-$48.9K
4,518
-3%
增持
SBUX
STARBUCKS CORP
+$46.4K
3,976
+24%
减持
AMD
ADVANCED MICRO DEVICES INC
-$46.0K
3,684
-1%
增持
XLF
SELECT SECTOR SPDR TR
+$45.8K
3,960
+56%
减持
COST
COSTCO WHSL CORP NEW
-$45.0K
7,990
-6%
建仓
XMHQ
INVESCO EXCHANGE TRADED FD T
+$43.5K
540
建仓
VIS
VANGUARD WORLD FDS
+$43.5K
223
增持
WM
WASTE MGMT INC DEL
-$41.7K
2,707
+3%
增持
NVS
NOVARTIS AG
+$39.9K
3,254
+13%
增持
XYL
XYLEM INC
-$38.7K
2,469
+6%
增持
CSCO
CISCO SYS INC
+$37.7K
8,789
+5%
增持
IQV
IQVIA HLDGS INC
-$36.4K
1,516
+2%
增持
PEP
PEPSICO INC
-$35.5K
11,579
+7%
增持
ORCL
ORACLE CORP
-$35.0K
2,749
+0%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$33.8K
1,064
+5%
建仓
VDC
VANGUARD WORLD FDS
+$33.6K
184
增持
MTD
METTLER TOLEDO INTERNATIONAL
-$32.0K
183
+2%
建仓
XLC
SELECT SECTOR SPDR TR
+$28.7K
438
增持
TXN
TEXAS INSTRS INC
-$26.2K
1,273
+0%
增持
ADI
ANALOG DEVICES INC
-$26.2K
2,206
+4%
增持
CSX
CSX CORP
-$25.9K
10,914
+3%
建仓
VDE
VANGUARD WORLD FDS
+$25.3K
200
