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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 44
增持 69
减持 21
清仓 16
方向
标的
Δ市值
现股数(环比)
建仓
MUB
ISHARES TR
+$63.5M
584,123
减持
SUB
ISHARES TR
-$51.3M
24,400
-95%
增持
MGK
VANGUARD WORLD FD
+$15.9M
492,603
+8%
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
+$14.9M
1,730,993
+10%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$13.4M
1,170,198
+4%
减持
SHY
ISHARES TR
-$11.2M
46,939
-75%
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$9.6M
304,589
-60%
增持
SCHG
SCHWAB STRATEGIC TR
+$6.8M
447,160
+13%
清仓
VGSH
VANGUARD SCOTTSDALE FDS
-$6.7M
0
-100%
增持
VXUS
VANGUARD STAR FDS
+$6.3M
1,071,121
+2%
增持
VOO
VANGUARD INDEX FDS
+$6.0M
137,706
+3%
增持
AAPL
APPLE INC
+$4.4M
127,059
+6%
减持
BAC
BANK AMERICA CORP
-$4.0M
25,489
-80%
减持
ARES
ARES MANAGEMENT CORPORATION
+$3.9M
173,341
-0%
建仓
TLH
ISHARES TR
+$3.9M
35,415
增持
VTV
VANGUARD INDEX FDS
+$3.8M
181,350
+4%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$2.4M
392,004
+3%
清仓
—
ARDAGH METAL PACKAGING S A
-$1.6M
0
-100%
增持
EWJ
ISHARES INC
+$1.4M
251,638
+4%
清仓
ACWV
ISHARES INC
-$1.2M
0
-100%
减持
PFF
ISHARES TR
-$1.2M
194,925
-20%
增持
IWF
ISHARES TR
+$1.1M
8,719
+47%
增持
SHW
SHERWIN WILLIAMS CO
+$1.1M
12,131
+2%
增持
V
VISA INC
+$993.9K
14,864
+26%
增持
HD
HOME DEPOT INC
+$975.8K
12,116
+6%
减持
URTH
ISHARES INC
+$967.3K
119,362
-1%
增持
MSFT
MICROSOFT CORP
-$955.5K
76,578
+1%
增持
COST
COSTCO WHSL CORP NEW
+$949.7K
8,918
+9%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$932.2K
10,672
+9%
增持
META
META PLATFORMS INC
+$924.9K
8,834
+8%
减持
SPY
SPDR S&P 500 ETF TR
+$873.6K
43,722
-2%
增持
TSLA
TESLA INC
+$858.6K
8,794
+21%
建仓
IVW
ISHARES TR
+$847.4K
8,850
增持
SAFE
SAFEHOLD INC
+$826.8K
53,817
+78%
建仓
AVAV
AEROVIRONMENT INC
+$780.3K
3,892
增持
MA
MASTERCARD INCORPORATED
+$734.5K
6,150
+18%
建仓
CVLT
COMMVAULT SYS INC
+$726.3K
4,721
增持
AVGO
BROADCOM INC
+$726.1K
12,586
+1298%
建仓
KKR
KKR & CO INC
+$681.8K
5,221
增持
JNJ
JOHNSON & JOHNSON
+$672.3K
15,837
+22%
清仓
—
LAM RESEARCH CORP
-$654.9K
0
-100%
建仓
IAU
ISHARES GOLD TR
+$646.1K
13,000
减持
VTI
VANGUARD INDEX FDS
+$637.4K
44,478
-0%
减持
EFV
ISHARES TR
-$628.9K
4,708
-72%
建仓
—
CYBERARK SOFTWARE LTD
+$624.9K
2,143
增持
SPYG
SPDR SER TR
+$596.0K
14,292
+94%
减持
GOOG
ALPHABET INC
-$593.8K
34,599
-1%
清仓
—
BLACKROCK INC
-$588.9K
0
-100%
减持
IXUS
ISHARES TR
+$562.9K
195,108
-3%
建仓
GWRE
GUIDEWIRE SOFTWARE INC
+$491.4K
2,686
建仓
SPSC
SPS COMM INC
+$465.8K
2,399
建仓
MANH
MANHATTAN ASSOCIATES INC
+$450.5K
1,601
建仓
—
COGNYTE SOFTWARE LTD
+$436.7K
64,314
增持
ABBV
ABBVIE INC
+$426.2K
13,067
+4%
减持
EEM
ISHARES TR
-$425.1K
5,992
-64%
增持
PAGP
PLAINS GP HLDGS L P
+$419.1K
62,989
+59%
建仓
FTNT
FORTINET INC
+$410.5K
5,293
增持
QCOM
QUALCOMM INC
+$401.9K
9,759
+55%
减持
NVO
NOVO-NORDISK A S
-$385.4K
13,694
-3%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$365.3K
8,836
+16%
建仓
RBC
RBC BEARINGS INC
+$363.1K
1,213
增持
BX
BLACKSTONE INC
+$362.9K
11,600
+2%
建仓
DASH
DOORDASH INC
+$354.1K
2,481
建仓
QLYS
QUALYS INC
+$338.9K
2,638
增持
NOW
SERVICENOW INC
+$328.5K
1,465
+17%
建仓
VEEV
VEEVA SYS INC
+$319.2K
1,521
建仓
HLT
HILTON WORLDWIDE HLDGS INC
+$316.0K
1,371
建仓
TECH
BIO-TECHNE CORP
+$315.9K
3,952
清仓
VLUE
ISHARES TR
-$315.3K
0
-100%
增持
GOOGL
ALPHABET INC
-$307.2K
28,795
+3%
增持
AVDE
AMERICAN CENTY ETF TR
+$306.8K
4,744
+2536%
建仓
MEDP
MEDPACE HLDGS INC
+$304.8K
913
增持
NFLX
NETFLIX INC
+$304.7K
2,501
+15%
建仓
BLKB
BLACKBAUD INC
+$297.1K
3,508
建仓
SOC
SABLE OFFSHORE CORP
+$296.0K
12,525
建仓
MORN
MORNINGSTAR INC
+$295.2K
925
建仓
FDS
FACTSET RESH SYS INC
+$294.8K
641
增持
INDA
ISHARES TR
+$293.9K
5,451
+1109%
建仓
PODD
INSULET CORP
+$287.4K
1,235
建仓
RAMP
LIVERAMP HLDGS INC
+$278.8K
11,252
清仓
MCHP
MICROCHIP TECHNOLOGY INC.
-$277.8K
0
-100%
建仓
RMD
RESMED INC
+$274.1K
1,123
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$267.6K
3,921
+0%
增持
LLY
ELI LILLY & CO
+$266.0K
4,804
+9%
增持
MCD
MCDONALDS CORP
+$263.4K
3,380
+12%
建仓
OMC
OMNICOM GROUP INC
+$261.5K
2,529
增持
JPM
JPMORGAN CHASE & CO.
+$259.4K
14,739
+5%
清仓
DPZ
DOMINOS PIZZA INC
-$259.2K
0
-100%
增持
QQQ
INVESCO QQQ TR
+$258.4K
2,097
+31%
增持
UNH
UNITEDHEALTH GROUP INC
+$257.9K
2,711
+4%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$257.5K
12,358
+34%
建仓
MMM
3M CO
+$257.1K
1,881
建仓
ALL
ALLSTATE CORP
+$254.3K
1,341
建仓
—
ARCH CAP GROUP LTD
+$252.8K
2,260
建仓
GS
GOLDMAN SACHS GROUP INC
+$252.5K
510
建仓
OKE
ONEOK INC NEW
+$250.3K
2,747
增持
CL
COLGATE PALMOLIVE CO
+$249.9K
26,645
+3%
建仓
SPGI
S&P GLOBAL INC
+$249.0K
482
清仓
CP
CANADIAN PACIFIC KANSAS CITY
-$248.0K
0
-100%
建仓
BSX
BOSTON SCIENTIFIC CORP
+$247.3K
2,951
建仓
AEP
AMERICAN ELEC PWR CO INC
+$241.8K
2,357
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$241.2K
0
-100%
建仓
AJG
GALLAGHER ARTHUR J & CO
+$238.3K
847
清仓
GM
GENERAL MTRS CO
-$230.1K
0
-100%
减持
AVUS
AMERICAN CENTY ETF TR
-$228.9K
11,790
-21%
增持
—
ACCENTURE PLC IRELAND
+$228.3K
2,905
+10%
减持
DFIC
DIMENSIONAL ETF TRUST
-$226.5K
22,548
-31%
增持
AVEM
AMERICAN CENTY ETF TR
+$221.5K
3,648
+1479%
建仓
IWO
ISHARES TR
+$221.5K
780
增持
EVR
EVERCORE INC
+$219.6K
4,816
+0%
增持
MCO
MOODYS CORP
+$217.2K
3,891
+1%
建仓
XLV
SELECT SECTOR SPDR TR
+$215.6K
1,400
清仓
ENFR
ALPS ETF TR
-$212.5K
0
-100%
增持
BKNG
BOOKING HOLDINGS INC
+$211.4K
227
+21%
减持
MU
MICRON TECHNOLOGY INC
-$210.6K
3,755
-18%
建仓
BKR
BAKER HUGHES COMPANY
+$209.2K
5,787
清仓
WCN
WASTE CONNECTIONS INC
-$208.7K
0
-100%
建仓
USB
US BANCORP DEL
+$208.1K
4,550
清仓
SCHW
SCHWAB CHARLES CORP
-$207.4K
0
-100%
清仓
KMI
KINDER MORGAN INC DEL
-$204.9K
0
-100%
建仓
—
MEDTRONIC PLC
+$203.7K
2,263
建仓
GSBD
GOLDMAN SACHS BDC INC
+$203.5K
14,790
增持
CPNG
COUPANG INC
+$196.8K
54,615
+0%
增持
PGR
PROGRESSIVE CORP
+$193.2K
4,025
+1%
减持
VUG
VANGUARD INDEX FDS
+$192.3K
19,759
-0%
增持
UNP
UNION PAC CORP
+$189.1K
6,510
+4%
增持
DUHP
DIMENSIONAL ETF TRUST
+$187.3K
27,500
+17%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$184.0K
3,011
+8%
建仓
STHO
STAR HLDGS
+$182.7K
13,199
增持
GWW
GRAINGER W W INC
+$181.3K
429
+46%
增持
CTAS
CINTAS CORP
+$179.9K
8,088
+281%
增持
LMT
LOCKHEED MARTIN CORP
+$179.5K
1,234
+6%
增持
PEP
PEPSICO INC
+$177.8K
14,134
+5%
增持
UBER
UBER TECHNOLOGIES INC
+$174.3K
8,417
+33%
增持
KNF
KNIFE RIVER CORP
+$172.4K
8,500
+1%
增持
AMZN
AMAZON COM INC
-$169.8K
46,882
+2%
减持
LGIH
LGI HOMES INC
+$166.2K
6,358
-3%
增持
WMT
WALMART INC
+$162.1K
12,215
+0%
减持
ISRG
INTUITIVE SURGICAL INC
+$158.6K
4,604
-3%
清仓
BIL
SPDR SER TR
-$156.8K
0
-100%
减持
PWR
QUANTA SVCS INC
+$154.7K
5,569
-6%
增持
MRK
MERCK & CO INC
+$154.2K
31,242
+14%
增持
SNPS
SYNOPSYS INC
+$154.0K
860
+82%
增持
F
FORD MTR CO
-$151.9K
79,704
+1%
增持
PM
PHILIP MORRIS INTL INC
+$150.9K
5,776
+6%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$150.1K
1,416
+40%
增持
CRM
SALESFORCE INC
+$148.3K
3,729
+10%
增持
KO
COCA COLA CO
+$148.3K
13,719
+4%
增持
—
EXXON MOBIL CORP
+$148.2K
23,478
+4%
增持
NVDA
NVIDIA CORPORATION
+$148.2K
87,992
+3%
