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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 13
增持 70
减持 49
清仓 18
方向
标的
Δ市值
现股数(环比)
减持
MUB
ISHARES TR
-$22.3M
216,609
-49%
增持
MGK
VANGUARD WORLD FD
-$13.0M
534,450
+3%
增持
SCHG
SCHWAB STRATEGIC TR
+$11.0M
2,665,995
+33%
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
+$7.9M
1,177,329
+6%
增持
SPYV
SPDR SER TR
+$6.6M
1,917,743
+7%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$5.6M
1,286,338
+5%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$4.7M
444,409
+7%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$4.0M
5
减持
MSFT
MICROSOFT CORP
-$3.8M
77,509
-1%
增持
AAPL
APPLE INC
-$2.9M
133,146
+3%
增持
CRI
CARTERS INC
+$1.8M
53,160
+686%
减持
BABA
ALIBABA GROUP HLDG LTD
+$1.7M
37,499
-1%
增持
VOO
VANGUARD INDEX FDS
-$1.6M
143,042
+3%
增持
NVDA
NVIDIA CORPORATION
-$1.6M
100,627
+8%
增持
EWJ
ISHARES INC
+$1.5M
280,927
+6%
增持
AMZN
AMAZON COM INC
-$1.4M
50,113
+0%
减持
TSLA
TESLA INC
-$1.4M
9,145
-3%
清仓
SGOV
ISHARES TR
-$1.4M
0
-100%
增持
GOOG
ALPHABET INC
-$1.3M
39,884
+0%
减持
SPY
SPDR S&P 500 ETF TR
-$1.2M
43,922
-0%
增持
GOOGL
ALPHABET INC
-$1.1M
31,996
+0%
减持
URTH
ISHARES INC
-$965.5K
112,892
-4%
增持
AVGO
BROADCOM INC
-$908.1K
15,712
+3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$900.8K
13,429
-3%
增持
SHY
ISHARES TR
+$798.4K
66,293
+16%
增持
VUG
VANGUARD INDEX FDS
-$717.6K
19,841
+1%
增持
ARES
ARES MANAGEMENT CORPORATION
+$695.5K
214,054
+23%
减持
DFUV
DIMENSIONAL ETF TRUST
-$694.9K
34,298
-33%
减持
VTI
VANGUARD INDEX FDS
-$688.9K
44,511
-0%
减持
IXUS
ISHARES TR
+$647.5K
191,876
-0%
增持
V
VISA INC
+$618.3K
16,128
+1%
增持
ABBV
ABBVIE INC
+$590.0K
14,917
+5%
清仓
MAR
MARRIOTT INTL INC NEW
-$584.8K
0
-100%
减持
FOXF
FOX FACTORY HLDG CORP
-$576.6K
48,546
-14%
增持
LLY
ELI LILLY & CO
+$561.2K
5,126
+8%
增持
TLH
ISHARES TR
+$558.0K
48,263
+8%
增持
PII
POLARIS INC
+$552.0K
45,679
+100%
减持
MRK
MERCK & CO INC
-$521.1K
32,835
-6%
增持
SJNK
SPDR SER TR
+$497.9K
775,866
+3%
减持
AVUS
AMERICAN CENTY ETF TR
-$451.5K
7,271
-37%
增持
COST
COSTCO WHSL CORP NEW
+$430.6K
9,840
+2%
增持
—
EXXON MOBIL CORP
+$386.5K
30,241
+1%
增持
JNJ
JOHNSON & JOHNSON
+$380.7K
16,393
+1%
增持
BX
BLACKSTONE INC
-$372.7K
11,819
+1%
减持
DUHP
DIMENSIONAL ETF TRUST
-$345.3K
11,478
-47%
增持
PWR
QUANTA SVCS INC
-$344.3K
5,581
+0%
清仓
DOW
DOW INC
-$344.0K
0
-100%
增持
SUB
ISHARES TR
+$343.4K
28,274
+13%
增持
NOW
SERVICENOW INC
-$330.1K
1,371
+2%
增持
IWF
ISHARES TR
-$324.5K
9,026
+1%
减持
HD
HOME DEPOT INC
-$312.7K
12,255
-1%
清仓
CSX
CSX CORP
-$305.0K
0
-100%
建仓
SE
SEA LTD
+$299.7K
2,297
增持
F
FORD MTR CO
+$299.0K
109,494
+36%
增持
CVX
CHEVRON CORP NEW
+$296.1K
10,273
+5%
增持
PM
PHILIP MORRIS INTL INC
+$286.2K
6,751
+3%
建仓
TOST
TOAST INC
+$284.9K
8,590
建仓
MSTR
MICROSTRATEGY INC
+$270.4K
938
清仓
GIS
GENERAL MLS INC
-$263.4K
0
-100%
建仓
KTOS
KRATOS DEFENSE & SEC SOLUTIO
+$261.4K
8,805
清仓
BLKB
BLACKBAUD INC
-$259.3K
0
-100%
增持
ABT
ABBOTT LABS
+$257.3K
9,999
+6%
清仓
TGT
TARGET CORP
-$254.3K
0
-100%
减持
CMCSA
COMCAST CORP NEW
-$249.3K
8,009
-45%
建仓
—
HESS CORP
+$247.1K
1,547
减持
LGIH
LGI HOMES INC
-$243.0K
4,351
-27%
减持
NVO
NOVO-NORDISK A S
-$242.9K
13,744
-1%
减持
VTV
VANGUARD INDEX FDS
+$241.0K
182,904
-1%
清仓
GM
GENERAL MTRS CO
-$237.8K
0
-100%
减持
DIHP
DIMENSIONAL ETF TRUST
-$229.1K
8,561
-53%
增持
RTX
RTX CORPORATION
+$226.1K
9,147
+7%
清仓
OMC
OMNICOM GROUP INC
-$223.2K
0
-100%
清仓
USB
US BANCORP DEL
-$222.3K
0
-100%
清仓
RGEN
REPLIGEN CORP
-$219.7K
0
-100%
建仓
MMSI
MERIT MED SYS INC
+$218.4K
2,066
建仓
FAST
FASTENAL CO
+$218.1K
2,813
建仓
MNST
MONSTER BEVERAGE CORP NEW
+$216.8K
3,704
减持
DFIC
DIMENSIONAL ETF TRUST
-$212.9K
10,393
-46%
减持
PFE
PFIZER INC
-$212.3K
11,180
-40%
清仓
GDDY
GODADDY INC
-$212.0K
0
-100%
增持
—
LINDE PLC
+$206.3K
2,645
+8%
清仓
SYY
SYSCO CORP
-$206.0K
0
-100%
清仓
BPOP
POPULAR INC
-$205.6K
0
-100%
建仓
WELL
WELLTOWER INC
+$204.1K
1,332
清仓
APP
APPLOVIN CORP
-$204.0K
0
-100%
清仓
SNPS
SYNOPSYS INC
-$201.9K
0
-100%
建仓
DPZ
DOMINOS PIZZA INC
+$201.7K
439
建仓
WCN
WASTE CONNECTIONS INC
+$201.4K
1,032
减持
AVEM
AMERICAN CENTY ETF TR
-$196.1K
305
-92%
减持
DFEM
DIMENSIONAL ETF TRUST
-$195.9K
1,768
-81%
减持
RSG
REPUBLIC SVCS INC
+$192.6K
4,872
-1%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$186.8K
1,255
+20%
减持
MANH
MANHATTAN ASSOCIATES INC
-$180.6K
1,199
-17%
减持
CTAS
CINTAS CORP
+$180.4K
8,085
-0%
增持
CRM
SALESFORCE INC
-$175.4K
4,128
+8%
减持
UPS
UNITED PARCEL SERVICE INC
-$174.6K
3,701
-20%
减持
NKE
NIKE INC
-$173.3K
12,865
-2%
增持
UBER
UBER TECHNOLOGIES INC
+$172.3K
6,557
+30%
减持
BKNG
BOOKING HOLDINGS INC
-$171.8K
214
-8%
增持
TMUS
T-MOBILE US INC
+$162.1K
3,328
+1%
增持
MMM
3M CO
+$161.5K
3,543
+27%
减持
LMT
LOCKHEED MARTIN CORP
-$160.9K
1,463
-13%
减持
PCG
PG&E CORP
-$159.4K
12,613
-32%
减持
PGR
PROGRESSIVE CORP
+$153.1K
4,079
-2%
增持
MA
MASTERCARD INCORPORATED
+$147.4K
6,304
+0%
减持
DIS
DISNEY WALT CO
-$145.9K
9,833
-2%
增持
INTC
INTEL CORP
+$143.8K
17,387
+39%
增持
CI
THE CIGNA GROUP
+$142.4K
2,318
+3%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$141.9K
4,212
-1%
减持
KO
COCA COLA CO
+$141.7K
15,257
-0%
减持
—
CYBERARK SOFTWARE LTD
-$141.1K
1,483
-23%
增持
NFLX
NETFLIX INC
+$139.8K
2,463
+2%
增持
BSX
BOSTON SCIENTIFIC CORP
+$139.8K
4,366
+30%
增持
APO
APOLLO GLOBAL MGMT INC
-$132.2K
4,865
+1%
增持
MO
ALTRIA GROUP INC
+$131.5K
10,126
+11%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$131.4K
5,413
+26%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$129.5K
3,862
-2%
减持
CMI
CUMMINS INC
-$127.6K
2,082
-7%
减持
DHR
DANAHER CORPORATION
-$126.8K
4,117
-3%
增持
WM
WASTE MGMT INC DEL
+$126.4K
3,913
+1%
增持
APH
AMPHENOL CORP NEW
+$124.1K
6,561
+49%
增持
GLD
SPDR GOLD TR
+$123.9K
1,640
+14%
增持
GE
GE AEROSPACE
+$123.8K
3,352
+2%
减持
IAU
ISHARES GOLD TR
+$117.3K
13,000
-1%
减持
AVDE
AMERICAN CENTY ETF TR
-$116.7K
2,633
-44%
增持
SHW
SHERWIN WILLIAMS CO
+$115.6K
12,186
+0%
增持
JPM
JPMORGAN CHASE & CO.
+$111.8K
17,987
+0%
清仓
—
AMERICAN CENTY ETF TR
-$107.9K
0
-100%
减持
BBRE
J P MORGAN EXCHANGE TRADED F
-$104.8K
1,090
-51%
增持
ORCL
ORACLE CORP
-$104.7K
5,485
+5%
增持
IVV
ISHARES TR
-$102.6K
3,834
+0%
增持
AJG
GALLAGHER ARTHUR J & CO
+$100.2K
1,124
+11%
清仓
DFCA
DIMENSIONAL ETF TRUST
-$100.2K
0
-100%
建仓
NEOG
NEOGEN CORP
+$99.0K
11,420
减持
BAC
BANK AMERICA CORP
-$98.3K
39,087
-1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$98.0K
3,538
-1%
增持
KNF
KNIFE RIVER CORP
-$96.8K
8,504
+0%
减持
DFAT
DIMENSIONAL ETF TRUST
-$94.3K
1,123
-59%
增持
INTU
INTUIT
+$93.7K
606
+37%
减持
WHR
WHIRLPOOL CORP
-$92.1K
3,576
-1%
增持
MCD
MCDONALDS CORP
+$90.9K
3,580
+1%
增持
RAMP
LIVERAMP HLDGS INC
+$88.7K
11,902
+63%
减持
AVUV
AMERICAN CENTY ETF TR
-$87.0K
569
-60%
增持
AMGN
AMGEN INC
+$86.2K
1,017
+15%
增持
ISRG
INTUITIVE SURGICAL INC
-$84.3K
4,253
+1%
增持
MCK
MCKESSON CORP
+$82.3K
522
+11%
增持
ADBE
ADOBE INC
-$81.7K
1,743
+3%
增持
MRSH
MARSH & MCLENNAN COS INC
+$81.6K
1,579
+10%
减持
HON
HONEYWELL INTL INC
-$81.5K
2,343
-8%
增持
PEP
PEPSICO INC
+$81.3K
14,741
+5%
