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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 41
增持 81
减持 22
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
MGK
VANGUARD WORLD FD
+$45.6M
575,440
+8%
增持
MUB
ISHARES TR
+$37.9M
581,118
+168%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$21.0M
1,324,258
+3%
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
VGK
VANGUARD INTL EQUITY INDEX F
+$19.8M
657,746
+48%
增持
VTV
VANGUARD INDEX FDS
+$15.8M
268,039
+47%
增持
MSFT
MICROSOFT CORP
+$13.1M
84,921
+10%
增持
VXUS
VANGUARD STAR FDS
+$12.7M
1,242,288
+6%
增持
NVDA
NVIDIA CORPORATION
+$7.2M
114,507
+14%
减持
SCHG
SCHWAB STRATEGIC TR
-$5.8M
2,087,707
-22%
增持
ARES
ARES MANAGEMENT CORPORATION
+$5.7M
214,055
+0%
减持
VOO
VANGUARD INDEX FDS
+$5.1M
138,473
-3%
减持
SPYV
SPDR SERIES TRUST
-$4.6M
1,782,982
-7%
增持
VTI
VANGUARD INDEX FDS
+$4.4M
54,635
+23%
增持
VUG
VANGUARD INDEX FDS
+$4.3M
26,507
+34%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$4.2M
74,244
增持
AMZN
AMAZON COM INC
+$2.9M
56,878
+13%
增持
URTH
ISHARES INC
+$2.9M
119,304
+6%
增持
EWJ
ISHARES INC
+$2.8M
294,091
+5%
增持
AVGO
BROADCOM INC
+$2.7M
19,329
+23%
增持
SUB
ISHARES TR
+$2.4M
51,101
+81%
减持
SPY
SPDR S&P 500 ETF TR
+$2.4M
43,645
-1%
增持
SCHB
SCHWAB STRATEGIC TR
+$2.3M
100,227
+1895%
建仓
SCHF
SCHWAB STRATEGIC TR
+$1.7M
75,820
增持
META
META PLATFORMS INC
+$1.6M
9,615
+1%
建仓
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$1.6M
18,648
增持
NFLX
NETFLIX INC
+$1.3M
2,703
+10%
增持
IJH
ISHARES TR
+$1.3M
23,058
+859%
建仓
FRDM
EA SERIES TRUST
+$1.2M
30,072
增持
GOOGL
ALPHABET INC
+$1.2M
34,767
+9%
建仓
IWD
ISHARES TR
+$1.2M
5,984
减持
IXUS
ISHARES TR
+$1.2M
188,232
-2%
增持
PWR
QUANTA SVCS INC
+$1.1M
6,763
+21%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.1M
24,583
+937%
增持
GOOG
ALPHABET INC
+$1.0M
40,892
+3%
增持
COST
COSTCO WHSL CORP NEW
+$1.0M
10,431
+6%
增持
TSLA
TESLA INC
+$966.4K
10,503
+15%
减持
UNH
UNITEDHEALTH GROUP INC
-$951.8K
1,183
-53%
减持
PII
POLARIS INC
-$908.7K
23,650
-48%
增持
IEMG
ISHARES INC
+$899.2K
16,902
+690%
增持
AAPL
APPLE INC
-$885.6K
139,836
+5%
增持
IWF
ISHARES TR
+$844.8K
9,666
+7%
建仓
SPEM
SPDR INDEX SHS FDS
+$829.2K
19,400
增持
V
VISA INC
+$823.5K
18,239
+13%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$796.7K
13,083
-3%
减持
—
EXXON MOBIL CORP
-$772.6K
26,196
-13%
减持
JPM
JPMORGAN CHASE & CO.
+$763.8K
17,854
-1%
增持
TOST
TOAST INC
+$759.9K
23,591
+175%
增持
NOW
SERVICENOW INC
+$702.5K
1,745
+27%
增持
HOOD
ROBINHOOD MKTS INC
+$702.3K
13,219
+3%
增持
BABA
ALIBABA GROUP HLDG LTD
-$686.0K
37,673
+0%
增持
CPNG
COUPANG INC
+$652.0K
62,076
+13%
增持
VO
VANGUARD INDEX FDS
+$643.3K
2,450
+1403%
建仓
WGO
WINNEBAGO INDS INC
+$603.3K
20,803
减持
TLH
ISHARES TR
-$576.8K
43,607
-10%
增持
IJR
ISHARES TR
+$574.2K
6,684
+347%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$555.8K
5,541
+32%
减持
PEP
PEPSICO INC
-$535.3K
12,685
-14%
增持
ORCL
ORACLE CORP
+$521.3K
5,892
+7%
增持
VBK
VANGUARD INDEX FDS
+$520.9K
2,601
+228%
减持
MRK
MERCK & CO INC
-$498.7K
30,932
-6%
建仓
SGOV
ISHARES TR
+$480.7K
4,774
建仓
SNPS
SYNOPSYS INC
+$477.8K
932
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$468.5K
6,788
+25%
增持
MA
MASTERCARD INCORPORATED
+$467.6K
6,981
+11%
建仓
USB
US BANCORP DEL
+$459.2K
10,147
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$453.6K
3,621
-6%
减持
ABBV
ABBVIE INC
-$445.4K
14,438
-3%
增持
IEFA
ISHARES TR
+$444.6K
6,085
+626%
增持
GEV
GE VERNOVA INC
+$443.1K
1,247
+76%
增持
WFC
WELLS FARGO CO NEW
+$442.2K
45,517
+2%
增持
ISRG
INTUITIVE SURGICAL INC
+$441.7K
4,689
+10%
建仓
IUSB
ISHARES TR
+$440.2K
9,522
建仓
JMSI
J P MORGAN EXCHANGE TRADED F
+$425.0K
8,600
增持
PODD
INSULET CORP
+$418.9K
2,597
+72%
减持
JNJ
JOHNSON & JOHNSON
-$415.8K
15,076
-8%
建仓
—
MONDAY COM LTD
+$413.9K
1,316
增持
XLK
SELECT SECTOR SPDR TR
+$399.4K
1,778
+623%
减持
XLE
SELECT SECTOR SPDR TR
-$395.7K
9,334
-27%
增持
BKNG
BOOKING HOLDINGS INC
+$392.0K
238
+11%
增持
SCHW
SCHWAB CHARLES CORP
+$391.4K
8,809
+67%
增持
SJNK
SPDR SERIES TRUST
+$385.8K
781,264
+1%
建仓
ETHE
GRAYSCALE ETHEREUM TRUST ETF
+$380.3K
18,233
增持
CTAS
CINTAS CORP
+$376.9K
9,147
+13%
建仓
ULTA
ULTA BEAUTY INC
+$376.6K
805
建仓
HYD
VANECK ETF TRUST
+$355.0K
7,070
增持
CRM
SALESFORCE INC
+$354.6K
5,363
+30%
建仓
BND
VANGUARD BD INDEX FDS
+$348.9K
4,738
减持
AVAV
AEROVIRONMENT INC
+$345.9K
2,245
-9%
增持
UBER
UBER TECHNOLOGIES INC
+$345.9K
8,828
+35%
减持
CVX
CHEVRON CORP NEW
-$344.4K
9,597
-7%
增持
—
CYBERARK SOFTWARE LTD
+$342.6K
2,074
+40%
建仓
IGF
ISHARES TR
+$342.2K
5,781
建仓
CHD
CHURCH & DWIGHT CO INC
+$338.4K
3,521
减持
EVR
EVERCORE INC
+$337.8K
4,813
-0%
增持
WMT
WALMART INC
+$334.5K
15,763
+15%
建仓
INV
INNVENTURE INC
+$331.0K
68,957
增持
QQQ
INVESCO QQQ TR
+$327.7K
1,940
+22%
增持
VYM
VANGUARD WHITEHALL FDS
+$324.3K
7,959
+39%
清仓
VLUE
ISHARES TR
-$319.9K
0
-100%
建仓
COF
CAPITAL ONE FINL CORP
+$317.4K
1,492
增持
AXP
AMERICAN EXPRESS CO
+$315.7K
2,907
+28%
建仓
LH
LABCORP HOLDINGS INC
+$314.2K
1,197
增持
INTU
INTUIT
+$313.2K
870
+44%
增持
PM
PHILIP MORRIS INTL INC
+$312.6K
7,600
+13%
增持
APH
AMPHENOL CORP NEW
+$309.4K
7,491
+14%
增持
ZTS
ZOETIS INC
+$308.2K
3,713
+126%
增持
WM
WASTE MGMT INC DEL
+$305.0K
5,292
+35%
建仓
AXON
AXON ENTERPRISE INC
+$304.7K
368
增持
DIS
DISNEY WALT CO
+$301.5K
10,257
+4%
清仓
LGIH
LGI HOMES INC
-$289.2K
0
-100%
增持
AMD
ADVANCED MICRO DEVICES INC
+$281.8K
5,093
+19%
增持
GS
GOLDMAN SACHS GROUP INC
+$278.4K
868
+41%
清仓
MSCI
MSCI INC
-$276.0K
0
-100%
增持
AMAT
APPLIED MATLS INC
+$275.4K
3,173
+51%
增持
PANW
PALO ALTO NETWORKS INC
+$275.0K
3,818
+29%
增持
GE
GE AEROSPACE
+$274.2K
3,672
+10%
增持
VB
VANGUARD INDEX FDS
+$271.7K
2,361
+82%
建仓
SOC
SABLE OFFSHORE CORP
+$267.7K
12,181
增持
BAC
BANK AMERICA CORP
+$267.7K
40,127
+3%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$260.4K
31,083
-13%
建仓
FITB
FIFTH THIRD BANCORP
+$258.1K
6,275
清仓
—
HESS CORP
-$247.1K
0
-100%
建仓
MDLZ
MONDELEZ INTL INC
+$245.8K
3,645
增持
BX
BLACKSTONE INC
+$244.5K
12,679
+7%
建仓
CSX
CSX CORP
+$243.6K
7,466
清仓
IQV
IQVIA HLDGS INC
-$241.9K
0
-100%
建仓
FICO
FAIR ISAAC CORP
+$239.5K
131
增持
MCO
MOODYS CORP
+$239.4K
4,075
+5%
清仓
REGN
REGENERON PHARMACEUTICALS
-$237.8K
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$237.8K
3,791
+7%
建仓
USFD
US FOODS HLDG CORP
+$235.3K
3,055
增持
MS
MORGAN STANLEY
+$235.2K
5,782
+16%
建仓
APP
APPLOVIN CORP
+$233.9K
668
建仓
HIG
HARTFORD INSURANCE GROUP INC
+$232.3K
1,831
增持
SAP
SAP SE
+$231.4K
2,176
+36%
减持
NVO
NOVO-NORDISK A S
-$231.0K
10,481
-24%
建仓
STT
STATE STR CORP
+$227.5K
2,139
增持
ECG
EVERUS CONSTR GROUP
+$224.5K
8,421
+1%
建仓
—
SPOTIFY TECHNOLOGY S A
+$223.3K
291
建仓
HEI
HEICO CORP NEW
+$223.0K
680
建仓
ANET
ARISTA NETWORKS INC
+$220.7K
2,157
增持
LLY
ELI LILLY & CO
+$220.6K
5,714
+11%
建仓
OTIS
OTIS WORLDWIDE CORP
+$219.2K
2,214
建仓
CME
CME GROUP INC
+$219.1K
795
建仓
WMB
WILLIAMS COS INC
+$217.2K
3,458
建仓
GLW
CORNING INC
+$217.0K
4,126
增持
CL
COLGATE PALMOLIVE CO
+$214.9K
29,531
+12%
建仓
GDDY
GODADDY INC
+$214.3K
1,190
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$213.4K
3,485
+2%
建仓
PINS
PINTEREST INC
+$213.4K
5,950
