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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 35
增持 85
减持 22
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
VT
VANGUARD INTL EQUITY INDEX F
+$30.9M
1,066,891
+26%
增持
MGK
VANGUARD WORLD FD
+$30.1M
420,090
+21%
建仓
SCHG
SCHWAB STRATEGIC TR
+$22.8M
246,083
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
SPYV
SPDR SER TR
+$18.1M
1,606,015
+20%
建仓
EWJ
ISHARES INC
+$16.4M
230,275
增持
VOO
VANGUARD INDEX FDS
+$11.2M
152,706
+7%
减持
IXUS
ISHARES TR
-$8.1M
212,503
-39%
增持
ARES
ARES MANAGEMENT CORPORATION
+$5.9M
173,339
+20%
增持
MSFT
MICROSOFT CORP
+$4.8M
71,378
+6%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$4.2M
377,367
+14%
增持
NVDA
NVIDIA CORPORATION
+$4.1M
8,036
+25%
增持
SPY
SPDR S&P 500 ETF TR
+$3.5M
45,389
+7%
增持
SUB
ISHARES TR
+$3.1M
512,989
+7%
减持
IWB
ISHARES TR
-$2.3M
290
-97%
增持
SJNK
SPDR SER TR
+$2.1M
740,167
+12%
增持
SHY
ISHARES TR
+$1.9M
172,267
+16%
减持
VXUS
VANGUARD STAR FDS
+$1.9M
1,036,633
-1%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$1.7M
737,784
+13%
清仓
IWD
ISHARES TR
-$1.7M
0
-100%
增持
META
META PLATFORMS INC
+$1.5M
7,097
+31%
增持
LLY
ELI LILLY & CO
+$1.2M
4,053
+19%
增持
GOOGL
ALPHABET INC
+$957.5K
22,994
+28%
增持
PFF
ISHARES TR
+$934.1K
240,390
+10%
清仓
USFR
WISDOMTREE TR
-$928.0K
0
-100%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$919.1K
127,360
-11%
增持
MRK
MERCK & CO INC
+$828.1K
26,382
+8%
减持
VTI
VANGUARD INDEX FDS
+$815.2K
44,726
-2%
增持
HD
HOME DEPOT INC
+$812.5K
10,808
+12%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$787.2K
8,278
+10%
增持
COST
COSTCO WHSL CORP NEW
+$689.9K
7,926
+2%
减持
VUG
VANGUARD INDEX FDS
-$655.4K
19,769
-18%
减持
VYM
VANGUARD WHITEHALL FDS
-$638.9K
5,902
-51%
增持
AVGO
BROADCOM INC
+$626.8K
878
+83%
增持
AAPL
APPLE INC
-$596.4K
107,010
+9%
减持
SPYG
SPDR SER TR
-$585.2K
7,354
-57%
增持
BAC
BANK AMERICA CORP
+$582.4K
117,310
+2%
增持
JPM
JPMORGAN CHASE & CO
+$580.2K
11,855
+12%
增持
MA
MASTERCARD INCORPORATED
+$573.7K
4,733
+18%
增持
V
VISA INC
+$563.3K
10,992
+14%
增持
DUHP
DIMENSIONAL ETF TRUST
+$543.1K
27,754
+138%
减持
SDY
SPDR SER TR
-$527.6K
282
-94%
增持
AVUS
AMERICAN CENTY ETF TR
+$509.5K
19,750
+28%
增持
SHW
SHERWIN WILLIAMS CO
+$491.2K
12,173
+2%
增持
—
EXXON MOBIL CORP
+$481.4K
19,873
+9%
增持
NFLX
NETFLIX INC
+$448.1K
1,990
+27%
增持
CL
COLGATE PALMOLIVE CO
+$422.5K
24,784
+9%
减持
QQQ
INVESCO QQQ TR
-$412.4K
1,542
-42%
增持
ABBV
ABBVIE INC
+$408.9K
9,710
+11%
清仓
FNF
FIDELITY NATIONAL FINANCIAL
-$408.2K
0
-100%
建仓
BKNG
BOOKING HOLDINGS INC
+$384.6K
106
增持
—
LINDE PLC
+$373.1K
2,416
+33%
增持
NVO
NOVO-NORDISK A S
+$357.7K
14,167
+0%
建仓
ELV
ELEVANCE HEALTH INC
+$354.7K
684
增持
ISRG
INTUITIVE SURGICAL INC
+$335.8K
4,746
+3%
增持
DFIC
DIMENSIONAL ETF TRUST
+$334.4K
43,295
+34%
建仓
MO
ALTRIA GROUP INC
+$333.0K
7,633
建仓
VLUE
ISHARES TR
+$330.1K
3,048
建仓
UPS
UNITED PARCEL SERVICE INC
+$325.2K
2,188
增持
DIS
DISNEY WALT CO
+$316.4K
8,301
+7%
减持
IUSG
ISHARES TR
-$311.0K
141
-96%
建仓
HAL
HALLIBURTON CO
+$308.2K
7,819
建仓
CAT
CATERPILLAR INC
+$306.7K
837
增持
CRM
SALESFORCE INC
+$300.7K
4,238
+14%
增持
DIHP
DIMENSIONAL ETF TRUST
+$290.7K
17,582
+147%
建仓
HLT
HILTON WORLDWIDE HLDGS INC
+$284.6K
1,334
减持
EEM
ISHARES TR
-$284.6K
17,254
-30%
增持
GE
GENERAL ELECTRIC CO
+$277.5K
3,033
+52%
建仓
KLAC
KLA CORP
+$276.6K
396
增持
PWR
QUANTA SVCS INC
+$276.1K
5,868
+1%
减持
TIP
ISHARES TR
-$275.3K
2,183
-54%
建仓
—
PIONEER NAT RES CO
+$260.7K
993
清仓
IJT
ISHARES TR
-$260.1K
0
-100%
建仓
—
CHUBB LIMITED
+$258.9K
999
清仓
MNST
MONSTER BEVERAGE CORP NEW
-$258.2K
0
-100%
减持
GOOG
ALPHABET INC
+$254.7K
30,018
-2%
建仓
INTU
INTUIT
+$250.9K
386
增持
PG
PROCTER AND GAMBLE CO
+$250.3K
4,869
+32%
减持
AMZN
AMAZON COM INC
+$248.5K
43,302
-13%
清仓
IEUR
ISHARES TR
-$247.6K
0
-100%
增持
DFAC
DIMENSIONAL ETF TRUST
+$247.2K
9,130
+499%
建仓
DPZ
DOMINOS PIZZA INC
+$246.0K
495
建仓
VLO
VALERO ENERGY CORP
+$245.8K
1,440
建仓
DE
DEERE & CO
+$243.6K
593
增持
WMT
WALMART INC
+$236.6K
10,482
+319%
增持
MPC
MARATHON PETE CORP
+$233.3K
2,783
+26%
增持
QCOM
QUALCOMM INC
+$231.6K
5,036
+17%
建仓
ABNB
AIRBNB INC
+$229.6K
1,392
建仓
ITW
ILLINOIS TOOL WKS INC
+$227.0K
846
增持
UBER
UBER TECHNOLOGIES INC
+$220.1K
6,031
+52%
建仓
MCK
MCKESSON CORP
+$220.1K
410
建仓
ECL
ECOLAB INC
+$219.8K
952
增持
CTAS
CINTAS CORP
+$219.1K
2,040
+4%
建仓
APH
AMPHENOL CORP NEW
+$218.0K
1,890
增持
UNH
UNITEDHEALTH GROUP INC
+$213.5K
2,180
+33%
增持
ABT
ABBOTT LABS
+$212.1K
7,915
+27%
建仓
AMGN
AMGEN INC
+$209.5K
737
建仓
SCHW
SCHWAB CHARLES CORP
+$209.4K
2,894
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$208.8K
185
增持
PGR
PROGRESSIVE CORP
+$206.6K
3,578
+7%
建仓
NEE
NEXTERA ENERGY INC
+$206.4K
3,230
清仓
—
ASTRAZENECA PLC
-$206.1K
0
-100%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$205.7K
3,807
+1%
建仓
WCN
WASTE CONNECTIONS INC
+$204.0K
1,186
建仓
HCA
HCA HEALTHCARE INC
+$203.5K
610
建仓
ENFR
ALPS ETF TR
+$203.3K
7,996
建仓
KMI
KINDER MORGAN INC DEL
+$203.2K
11,078
增持
AMD
ADVANCED MICRO DEVICES INC
+$202.8K
4,387
+10%
建仓
TGT
TARGET CORP
+$202.7K
1,144
建仓
FCX
FREEPORT-MCMORAN INC
+$202.0K
4,296
建仓
SNPS
SYNOPSYS INC
+$200.6K
351
增持
TJX
TJX COS INC NEW
+$199.2K
6,607
+32%
增持
RTX
RTX CORPORATION
+$195.0K
7,695
+17%
增持
MAR
MARRIOTT INTL INC NEW
+$189.4K
2,009
+43%
增持
—
LAM RESEARCH CORP
+$189.1K
609
+18%
增持
AMAT
APPLIED MATLS INC
+$186.4K
1,908
+49%
增持
NKE
NIKE INC
-$185.6K
14,463
+2%
减持
VTV
VANGUARD INDEX FDS
+$184.6K
184,718
-8%
减持
LGIH
LGI HOMES INC
-$174.9K
7,838
-4%
增持
PEP
PEPSICO INC
+$174.9K
12,436
+6%
增持
WFC
WELLS FARGO CO NEW
+$173.5K
6,843
+51%
减持
PFE
PFIZER INC
-$170.0K
9,341
-37%
增持
VTIP
VANGUARD MALVERN FDS
+$160.2K
8,833
+60%
增持
CI
THE CIGNA GROUP
+$157.7K
1,285
+25%
增持
AXP
AMERICAN EXPRESS CO
+$154.2K
1,680
+38%
减持
URTH
ISHARES INC
+$150.8K
133,902
-7%
增持
TSLA
TESLA INC
+$148.7K
5,683
+66%
增持
LOW
LOWES COS INC
+$146.0K
1,585
+37%
建仓
IVLU
ISHARES TR
+$144.4K
5,115
建仓
—
SPIRIT AIRLS INC
+$143.7K
29,689
增持
WM
WASTE MGMT INC DEL
+$141.8K
2,943
+9%
减持
PANW
PALO ALTO NETWORKS INC
-$138.9K
826
-35%
增持
CMCSA
COMCAST CORP NEW
+$134.2K
9,630
+49%
增持
DFAT
DIMENSIONAL ETF TRUST
+$133.3K
3,158
+328%
增持
NOW
SERVICENOW INC
+$132.4K
1,079
+10%
增持
VNQ
VANGUARD INDEX FDS
+$128.5K
4,459
+53%
减持
RSG
REPUBLIC SVCS INC
+$126.7K
4,812
-0%
增持
KNF
KNIFE RIVER CORP
+$125.1K
8,375
+0%
增持
FISV
FISERV INC
+$122.2K
2,383
+22%
增持
ORCL
ORACLE CORP
+$121.9K
3,510
+16%
清仓
IHE
ISHARES TR
-$120.5K
0
-100%
增持
PSX
PHILLIPS 66
+$116.8K
3,688
+1%
减持
AVUV
AMERICAN CENTY ETF TR
-$116.0K
2,133
-39%
增持
—
EATON CORP PLC
+$115.8K
1,085
+17%
增持
TMUS
T-MOBILE US INC
+$115.2K
2,088
+48%
增持
MS
MORGAN STANLEY
+$114.6K
3,979
+43%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$113.1K
3,393
+1%
增持
—
ASML HOLDING N V
+$111.9K
354
+16%
增持
F
FORD MTR CO DEL
+$111.9K
79,403
+3%
增持
MU
MICRON TECHNOLOGY INC
+$109.6K
3,180
+2%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$108.4K
7,569
+1%
