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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 46
增持 67
减持 28
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
MGK
VANGUARD WORLD FD
+$19.5M
518,675
+5%
减持
MUB
ISHARES TR
-$18.3M
423,985
-27%
增持
SCHG
SCHWAB STRATEGIC TR
+$9.2M
1,999,984
+347%
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
VXUS
VANGUARD STAR FDS
-$4.2M
1,106,000
+3%
增持
ARES
ARES MANAGEMENT CORPORATION
+$3.7M
173,343
+0%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$3.5M
1,221,872
+4%
建仓
BABA
ALIBABA GROUP HLDG LTD
+$3.2M
38,001
增持
AAPL
APPLE INC
+$2.9M
129,862
+2%
增持
VOO
VANGUARD INDEX FDS
+$2.5M
139,483
+1%
增持
WFC
WELLS FARGO CO NEW
+$2.3M
44,469
+199%
增持
AMZN
AMAZON COM INC
+$2.2M
50,046
+7%
增持
NVDA
NVIDIA CORPORATION
+$1.8M
93,199
+6%
增持
GOOG
ALPHABET INC
+$1.8M
39,800
+15%
建仓
FOXF
FOX FACTORY HLDG CORP
+$1.7M
56,479
增持
TSLA
TESLA INC
+$1.5M
9,399
+7%
减持
IXUS
ISHARES TR
-$1.4M
192,733
-1%
增持
VGK
VANGUARD INTL EQUITY INDEX F
-$1.4M
416,907
+6%
建仓
SGOV
ISHARES TR
+$1.4M
13,667
增持
AVGO
BROADCOM INC
+$1.4M
15,264
+21%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.3M
13,791
+29%
建仓
PII
POLARIS INC
+$1.3M
22,875
增持
GOOGL
ALPHABET INC
+$1.3M
31,893
+11%
增持
JPM
JPMORGAN CHASE & CO.
+$1.2M
17,940
+22%
增持
COST
COSTCO WHSL CORP NEW
+$969.9K
9,687
+9%
增持
V
VISA INC
+$947.0K
15,928
+7%
建仓
BLK
BLACKROCK INC
+$840.6K
820
增持
SHY
ISHARES TR
+$783.0K
57,160
+22%
增持
BAC
BANK AMERICA CORP
+$718.0K
39,350
+54%
清仓
KKR
KKR & CO INC
-$681.8K
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$661.7K
43,932
+0%
建仓
DJCO
DAILY JOURNAL CORP
+$650.3K
1,145
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$583.9K
40,850
+71%
减持
LLY
ELI LILLY & CO
-$583.7K
4,757
-1%
增持
TLH
ISHARES TR
+$577.3K
44,698
+26%
建仓
ECG
EVERUS CONSTR GROUP
+$550.3K
8,370
建仓
KMI
KINDER MORGAN INC DEL
+$534.5K
19,507
增持
SHW
SHERWIN WILLIAMS CO
-$490.4K
12,178
+0%
减持
VUG
VANGUARD INDEX FDS
+$488.9K
19,674
-0%
减持
URTH
ISHARES INC
-$470.7K
117,417
-2%
建仓
LRCX
LAM RESEARCH CORP
+$469.5K
6,500
减持
SAFE
SAFEHOLD INC
-$464.5K
51,252
-5%
增持
—
EXXON MOBIL CORP
+$458.0K
29,842
+27%
增持
CMI
CUMMINS INC
+$444.4K
2,238
+116%
增持
NVO
NOVO-NORDISK A S
-$433.2K
13,919
+2%
增持
CSCO
CISCO SYS INC
+$421.8K
19,324
+42%
清仓
ELV
ELEVANCE HEALTH INC
-$420.7K
0
-100%
建仓
WHR
WHIRLPOOL CORP
+$414.4K
3,620
增持
META
META PLATFORMS INC
+$411.1K
9,339
+6%
减持
ADBE
ADOBE INC
-$403.4K
1,687
-24%
减持
AVAV
AEROVIRONMENT INC
-$401.0K
2,465
-37%
清仓
GOVT
ISHARES TR
-$385.6K
0
-100%
建仓
SCHW
SCHWAB CHARLES CORP
+$384.4K
5,194
减持
NFLX
NETFLIX INC
+$383.1K
2,420
-3%
建仓
PCG
PG&E CORP
+$376.1K
18,637
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$374.1K
3,943
+1%
清仓
WDAY
WORKDAY INC
-$369.5K
0
-100%
减持
CL
COLGATE PALMOLIVE CO
-$366.8K
26,391
-1%
建仓
CRI
CARTERS INC
+$366.4K
6,762
建仓
C
CITIGROUP INC
+$329.8K
4,685
增持
VTI
VANGUARD INDEX FDS
+$327.9K
44,589
+0%
减持
UBER
UBER TECHNOLOGIES INC
-$327.2K
5,063
-40%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$325.4K
4,303
清仓
INDA
ISHARES TR
-$319.0K
0
-100%
建仓
VLUE
ISHARES TR
+$316.8K
3,000
增持
IWF
ISHARES TR
+$310.8K
8,924
+2%
增持
VTV
VANGUARD INDEX FDS
-$304.4K
185,197
+2%
清仓
SOC
SABLE OFFSHORE CORP
-$296.0K
0
-100%
建仓
ENFR
ALPS ETF TR
+$295.9K
9,500
增持
DIS
DISNEY WALT CO
+$288.8K
10,026
+17%
增持
SCHD
SCHWAB STRATEGIC TR
+$284.3K
10,500
+34900%
建仓
EQIX
EQUINIX INC
+$281.9K
299
减持
PEP
PEPSICO INC
-$274.5K
14,001
-1%
建仓
SMH
VANECK ETF TRUST
+$274.1K
1,132
增持
WMT
WALMART INC
+$273.9K
13,949
+14%
增持
MA
MASTERCARD INCORPORATED
+$271.0K
6,282
+2%
建仓
PAYC
PAYCOM SOFTWARE INC
+$269.3K
1,314
建仓
T
AT&T INC
+$266.2K
11,692
建仓
GIS
GENERAL MLS INC
+$263.4K
4,130
增持
CRM
SALESFORCE INC
+$262.5K
3,838
+3%
建仓
—
JOHNSON CTLS INTL PLC
+$261.7K
3,316
清仓
—
ARCH CAP GROUP LTD
-$252.8K
0
-100%
增持
BX
BLACKSTONE INC
+$248.4K
11,743
+1%
增持
CVX
CHEVRON CORP NEW
+$248.3K
9,821
+23%
建仓
GMED
GLOBUS MED INC
+$247.4K
2,991
减持
UNH
UNITEDHEALTH GROUP INC
-$246.1K
2,647
-2%
建仓
DXCM
DEXCOM INC
+$244.6K
3,145
减持
AMD
ADVANCED MICRO DEVICES INC
-$239.1K
3,523
-13%
建仓
GM
GENERAL MTRS CO
+$237.8K
4,465
增持
FISV
FISERV INC
+$237.5K
3,394
+33%
建仓
GEV
GE VERNOVA INC
+$236.8K
720
建仓
KR
KROGER CO
+$235.6K
3,853
减持
SNPS
SYNOPSYS INC
-$233.6K
416
-52%
清仓
VRSK
VERISK ANALYTICS INC
-$229.9K
0
-100%
清仓
MTD
METTLER TOLEDO INTERNATIONAL
-$229.5K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
-$228.6K
16,166
+2%
建仓
EMR
EMERSON ELEC CO
+$225.9K
1,823
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$224.1K
189
减持
LGIH
LGI HOMES INC
-$221.4K
5,953
-6%
建仓
RGEN
REPLIGEN CORP
+$219.7K
1,526
建仓
NCNO
NCINO INC
+$219.1K
6,525
增持
SJNK
SPDR SER TR
+$216.4K
753,380
+3%
建仓
KVUE
KENVUE INC
+$216.0K
10,118
建仓
PNC
PNC FINL SVCS GROUP INC
+$216.0K
1,120
建仓
BRO
BROWN & BROWN INC
+$213.4K
2,092
建仓
GDDY
GODADDY INC
+$212.0K
1,074
建仓
DUK
DUKE ENERGY CORP NEW
+$211.6K
1,964
减持
DUHP
DIMENSIONAL ETF TRUST
-$211.3K
21,476
-22%
减持
DFUV
DIMENSIONAL ETF TRUST
-$209.6K
51,523
-7%
增持
EWJ
ISHARES INC
-$208.2K
265,186
+5%
减持
QQQ
INVESCO QQQ TR
-$207.0K
1,598
-24%
建仓
SYY
SYSCO CORP
+$206.0K
2,694
建仓
BPOP
POPULAR INC
+$205.6K
2,186
建仓
CAH
CARDINAL HEALTH INC
+$205.3K
1,736
建仓
APP
APPLOVIN CORP
+$204.0K
630
增持
UPS
UNITED PARCEL SERVICE INC
+$202.1K
4,613
+66%
建仓
BNY
BANK NEW YORK MELLON CORP
+$202.1K
2,630
增持
SPYV
SPDR SER TR
-$201.7K
1,785,267
+3%
增持
BKNG
BOOKING HOLDINGS INC
+$201.5K
233
+3%
建仓
GILD
GILEAD SCIENCES INC
+$200.3K
2,168
增持
FNDX
SCHWAB STRATEGIC TR
+$198.2K
71,148
+243%
增持
APO
APOLLO GLOBAL MGMT INC
+$195.9K
4,834
+0%
减持
NKE
NIKE INC
-$193.6K
13,083
-2%
增持
PFF
ISHARES TR
-$185.5K
200,124
+3%
增持
CTAS
CINTAS CORP
-$183.8K
8,108
+0%
建仓
AMCX
AMC NETWORKS INC
+$176.2K
17,798
增持
MS
MORGAN STANLEY
+$174.9K
4,441
+21%
减持
XLV
SELECT SECTOR SPDR TR
-$174.4K
300
-79%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$169.3K
311,759
+2%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$167.9K
4,259
+10%
减持
DIHP
DIMENSIONAL ETF TRUST
-$166.5K
18,220
-19%
建仓
VPU
VANGUARD WORLD FD
+$165.5K
1,013
减持
HOOD
ROBINHOOD MKTS INC
+$160.6K
12,852
-5%
减持
KLAC
KLA CORP
-$154.1K
349
-28%
建仓
PICK
ISHARES INC
+$152.2K
4,349
增持
DHR
DANAHER CORPORATION
-$148.3K
4,229
+5%
增持
SCZ
ISHARES TR
+$146.2K
2,628
+1227%
增持
WM
WASTE MGMT INC DEL
+$145.1K
3,863
+26%
增持
DOW
DOW INC
+$143.9K
8,573
+134%
增持
—
LINDE PLC
-$140.6K
2,449
+0%
减持
XLI
SELECT SECTOR SPDR TR
-$136.2K
204
-83%
增持
BALL
BALL CORP
-$135.6K
10,637
+0%
减持
DFIC
DIMENSIONAL ETF TRUST
-$133.0K
19,405
-14%
增持
BA
BOEING CO
+$130.9K
2,888
+15%
增持
CPNG
COUPANG INC
-$130.3K
55,074
+1%
增持
CI
THE CIGNA GROUP
+$129.0K
2,246
+58%
增持
HON
HONEYWELL INTL INC
+$128.6K
2,557
+18%
增持
GS
GOLDMAN SACHS GROUP INC
+$128.3K
665
+30%
减持
REGN
REGENERON PHARMACEUTICALS
-$123.8K
359
-1%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$119.3K
13,414
+9%
减持
AMAT
APPLIED MATLS INC
-$118.2K
1,558
-15%
