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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 17
增持 85
减持 41
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
MGK
VANGUARD WORLD FD
+$22.3M
454,071
+8%
增持
SCHG
SCHWAB STRATEGIC TR
+$17.0M
395,025
+61%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$8.7M
1,124,393
+5%
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
AAPL
APPLE INC
+$6.9M
119,751
+12%
减持
VOO
VANGUARD INDEX FDS
-$6.8M
133,236
-13%
增持
MSFT
MICROSOFT CORP
+$3.9M
75,863
+6%
减持
SPYV
SPDR SER TR
-$3.8M
1,572,352
-2%
增持
NVDA
NVIDIA CORPORATION
+$3.3M
85,297
+961%
减持
VTV
VANGUARD INDEX FDS
-$2.2M
173,868
-6%
增持
GOOG
ALPHABET INC
+$1.8M
34,775
+16%
减持
URTH
ISHARES INC
-$1.6M
120,427
-10%
增持
GOOGL
ALPHABET INC
+$1.6M
27,905
+21%
增持
COST
COSTCO WHSL CORP NEW
+$1.1M
8,184
+3%
增持
AMZN
AMAZON COM INC
+$1.1M
46,082
+6%
增持
SHY
ISHARES TR
+$1.0M
185,356
+8%
增持
LLY
ELI LILLY & CO
+$836.9K
4,407
+9%
减持
IXUS
ISHARES TR
-$812.7K
201,418
-5%
增持
IWF
ISHARES TR
+$732.5K
5,932
+40%
增持
META
META PLATFORMS INC
+$685.9K
8,195
+15%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$677.1K
115,860
-9%
减持
SHW
SHERWIN WILLIAMS CO
-$669.3K
11,925
-2%
增持
BAC
BANK AMERICA CORP
+$588.7K
126,656
+8%
建仓
SAFE
SAFEHOLD INC
+$584.9K
30,319
增持
VXUS
VANGUARD STAR FDS
+$565.7K
1,046,014
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$498.7K
9,783
+18%
增持
WFC
WELLS FARGO CO NEW
+$494.8K
15,009
+119%
增持
JPM
JPMORGAN CHASE & CO.
+$473.9K
14,083
+19%
减持
SPY
SPDR S&P 500 ETF TR
+$470.7K
44,490
-2%
增持
TSLA
TESLA INC
+$443.1K
7,288
+28%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$424.2K
761,801
+3%
减持
AVUS
AMERICAN CENTY ETF TR
-$416.9K
14,976
-24%
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$413.4K
4,003
增持
QCOM
QUALCOMM INC
+$405.0K
6,314
+25%
减持
CRM
SALESFORCE INC
-$404.1K
3,393
-20%
建仓
EOG
EOG RES INC
+$388.8K
3,089
增持
ABBV
ABBVIE INC
+$386.1K
12,560
+29%
减持
IVV
ISHARES TR
-$367.6K
3,924
-18%
增持
BKNG
BOOKING HOLDINGS INC
+$360.2K
188
+77%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$356.8K
931
减持
IUSV
ISHARES TR
-$349.4K
2,151
-64%
增持
LOW
LOWES COS INC
+$340.3K
3,375
+113%
减持
VTI
VANGUARD INDEX FDS
+$332.6K
44,697
-0%
减持
JNJ
JOHNSON & JOHNSON
-$329.4K
12,960
-8%
减持
LGIH
LGI HOMES INC
-$324.8K
6,563
-16%
建仓
FDX
FEDEX CORP
+$323.2K
1,078
建仓
MRSH
MARSH & MCLENNAN COS INC
+$320.5K
1,521
减持
DFEM
DIMENSIONAL ETF TRUST
-$311.5K
12,773
-50%
增持
CVX
CHEVRON CORP NEW
+$302.7K
7,544
+36%
建仓
AMT
AMERICAN TOWER CORP NEW
+$299.0K
1,538
减持
DFIC
DIMENSIONAL ETF TRUST
-$297.1K
32,750
-24%
增持
—
EXXON MOBIL CORP
+$293.9K
22,619
+14%
增持
ADBE
ADOBE INC
+$288.9K
1,818
+27%
清仓
HLT
HILTON WORLDWIDE HLDGS INC
-$284.6K
0
-100%
增持
CL
COLGATE PALMOLIVE CO
+$284.4K
25,929
+5%
增持
AVGO
BROADCOM INC
+$281.3K
900
+3%
增持
ORCL
ORACLE CORP
+$273.7K
5,061
+44%
建仓
GWW
GRAINGER W W INC
+$264.4K
293
清仓
—
PIONEER NAT RES CO
-$260.7K
0
-100%
增持
NFLX
NETFLIX INC
+$260.6K
2,177
+9%
建仓
AZO
AUTOZONE INC
+$257.9K
87
建仓
VRSK
VERISK ANALYTICS INC
+$249.3K
925
增持
UNH
UNITEDHEALTH GROUP INC
+$248.7K
2,606
+20%
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$241.2K
3,850
建仓
TXRH
TEXAS ROADHOUSE INC
+$239.4K
1,394
增持
NKE
NIKE INC
-$232.1K
14,955
+3%
建仓
GM
GENERAL MTRS CO
+$230.1K
4,953
清仓
ABNB
AIRBNB INC
-$229.6K
0
-100%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$228.9K
3,973
+17%
建仓
HPQ
HP INC
+$226.7K
6,474
增持
MU
MICRON TECHNOLOGY INC
+$225.2K
4,562
+43%
增持
TMUS
T-MOBILE US INC
+$224.7K
3,210
+54%
建仓
MSCI
MSCI INC
+$213.9K
444
增持
HD
HOME DEPOT INC
-$212.3K
11,427
+6%
减持
ISRG
INTUITIVE SURGICAL INC
+$209.2K
4,728
-0%
清仓
ORLY
OREILLY AUTOMOTIVE INC
-$208.8K
0
-100%
增持
PG
PROCTER AND GAMBLE CO
+$207.3K
6,047
+24%
清仓
FCX
FREEPORT-MCMORAN INC
-$202.0K
0
-100%
增持
ADI
ANALOG DEVICES INC
+$197.0K
3,311
+17%
减持
NVO
NOVO-NORDISK A S
+$196.9K
14,123
-0%
增持
WMT
WALMART INC
+$193.5K
12,173
+16%
增持
LMT
LOCKHEED MARTIN CORP
+$174.3K
1,160
+44%
减持
INTC
INTEL CORP
-$170.0K
8,733
-12%
减持
DFUV
DIMENSIONAL ETF TRUST
-$169.7K
61,448
-3%
增持
NOW
SERVICENOW INC
+$159.1K
1,248
+16%
增持
ABT
ABBOTT LABS
+$157.8K
10,176
+29%
增持
KO
COCA COLA CO
+$155.5K
13,159
+18%
减持
—
ACCENTURE PLC IRELAND
-$154.6K
2,632
-4%
减持
COP
CONOCOPHILLIPS
-$152.9K
7,820
-5%
增持
KLAC
KLA CORP
+$148.8K
516
+30%
增持
EWJ
ISHARES INC
+$142.7K
242,861
+5%
增持
PANW
PALO ALTO NETWORKS INC
+$139.9K
1,105
+34%
增持
SUB
ISHARES TR
+$138.2K
515,194
+0%
减持
MPC
MARATHON PETE CORP
-$134.5K
2,457
-12%
建仓
—
PARAMOUNT GLOBAL
+$128.7K
12,391
减持
DUHP
DIMENSIONAL ETF TRUST
-$127.7K
23,433
-16%
减持
DISV
DIMENSIONAL ETF TRUST
-$124.0K
2,955
-61%
减持
VTIP
VANGUARD MALVERN FDS
-$124.0K
6,160
-30%
增持
MCO
MOODYS CORP
+$118.2K
3,871
+1%
增持
TXN
TEXAS INSTRS INC
+$113.1K
1,870
+30%
增持
MCK
MCKESSON CORP
+$111.0K
567
+38%
增持
IWM
ISHARES TR
+$110.8K
4,181
+19%
增持
DIS
DISNEY WALT CO
-$110.3K
9,119
+10%
减持
AMD
ADVANCED MICRO DEVICES INC
-$110.0K
4,203
-4%
增持
RTX
RTX CORPORATION
+$109.1K
8,563
+11%
增持
PFF
ISHARES TR
-$107.9K
242,150
+1%
增持
PM
PHILIP MORRIS INTL INC
+$106.8K
5,431
+12%
减持
CI
THE CIGNA GROUP
-$106.7K
1,089
-15%
减持
BX
BLACKSTONE INC
-$102.2K
11,417
-1%
增持
ECL
ECOLAB INC
+$101.5K
1,350
+42%
增持
—
BLACKROCK INC
+$98.7K
748
+27%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$98.6K
1,781
-58%
增持
ITW
ILLINOIS TOOL WKS INC
+$97.6K
1,370
+62%
减持
SBUX
STARBUCKS CORP
-$97.6K
3,054
-17%
增持
MSI
MOTOROLA SOLUTIONS INC
+$97.4K
2,382
+3%
建仓
IYW
ISHARES TR
+$97.1K
645
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$95.5K
9,195
+4%
减持
CSX
CSX CORP
-$95.3K
8,736
-16%
增持
FNDX
SCHWAB STRATEGIC TR
+$92.5K
20,716
+8%
减持
—
LINDE PLC
-$91.9K
2,347
-3%
增持
TGT
TARGET CORP
+$89.9K
1,977
+73%
增持
DHR
DANAHER CORPORATION
+$89.2K
3,985
+10%
增持
SHEL
SHELL PLC
+$88.4K
4,022
+34%
增持
PGR
PROGRESSIVE CORP
+$88.1K
3,987
+11%
增持
UPS
UNITED PARCEL SERVICE INC
+$88.1K
3,020
+38%
增持
MRK
MERCK & CO INC
-$87.5K
27,412
+4%
清仓
IYF
ISHARES TR
-$87.3K
0
-100%
增持
CMCSA
COMCAST CORP NEW
+$85.4K
12,841
+33%
增持
CTAS
CINTAS CORP
+$83.7K
2,121
+4%
增持
AMAT
APPLIED MATLS INC
+$83.2K
2,020
+6%
减持
BBRE
J P MORGAN EXCHANGE TRADED F
-$82.4K
1,379
-40%
清仓
IYH
ISHARES TR
-$82.3K
0
-100%
减持
DOW
DOW INC
-$82.2K
4,158
-20%
增持
DIHP
DIMENSIONAL ETF TRUST
+$82.1K
21,117
+20%
增持
SNPS
SYNOPSYS INC
+$80.9K
473
+35%
增持
QQQ
INVESCO QQQ TR
+$80.6K
1,597
+4%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$79.9K
1,122
+5%
增持
ARES
ARES MANAGEMENT CORPORATION
+$78.8K
173,540
+0%
增持
ELV
ELEVANCE HEALTH INC
+$78.3K
799
+17%
增持
BALL
BALL CORP
-$77.6K
10,612
+0%
减持
HAL
HALLIBURTON CO
-$76.3K
6,867
-12%
增持
ODFL
OLD DOMINION FREIGHT LINE IN
-$75.0K
2,936
+8%
减持
MAR
MARRIOTT INTL INC NEW
-$70.7K
1,804
-10%
减持
AVUV
AMERICAN CENTY ETF TR
-$70.6K
1,441
-32%
增持
APO
APOLLO GLOBAL MGMT INC
+$68.7K
4,327
+10%
增持
—
ASML HOLDING N V
+$68.6K
403
+14%
减持
FISV
FISERV INC
-$68.6K
2,095
-12%
减持
DVY
ISHARES TR
-$68.0K
1,066
-33%
增持
HCA
HCA HEALTHCARE INC
+$65.1K
836
+37%
增持
PFE
PFIZER INC
+$64.8K
11,580
+24%
增持
—
LAM RESEARCH CORP
+$63.2K
615
+1%
