小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 19
增持 68
减持 43
清仓 20
方向
标的
Δ市值
现股数(环比)
增持
MGK
VANGUARD WORLD FD
+$22.2M
578,678
+1%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$16.3M
1,353,628
+2%
增持
SPYV
SPDR SERIES TRUST
+$11.0M
1,886,026
+6%
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
MUB
ISHARES TR
+$10.3M
666,498
+15%
增持
AAPL
APPLE INC
+$9.1M
148,598
+6%
增持
VXUS
VANGUARD STAR FDS
+$8.7M
1,286,740
+4%
增持
SCHG
SCHWAB STRATEGIC TR
+$8.6M
2,179,648
+4%
增持
NVDA
NVIDIA CORPORATION
+$8.1M
140,212
+22%
增持
VOO
VANGUARD INDEX FDS
+$6.8M
139,526
+1%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$4.8M
698,721
+6%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$4.7M
22,080
+69%
增持
SPY
SPDR S&P 500 ETF TR
+$4.0M
46,529
+7%
增持
MSFT
MICROSOFT CORP
+$3.9M
89,128
+5%
增持
JPM
JPMORGAN CHASE & CO.
+$3.9M
28,747
+61%
增持
GOOGL
ALPHABET INC
+$3.4M
39,196
+13%
增持
SJNK
SPDR SERIES TRUST
+$3.3M
905,152
+16%
减持
ARES
ARES MANAGEMENT CORPORATION
-$3.0M
213,393
-0%
增持
GOOG
ALPHABET INC
+$2.8M
41,222
+1%
增持
EWJ
ISHARES INC
+$2.6M
307,757
+5%
增持
AMZN
AMAZON COM INC
+$2.6M
68,796
+21%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$2.6M
13,812
+149%
增持
GE
GE AEROSPACE
+$2.5M
11,482
+213%
增持
BABA
ALIBABA GROUP HLDG LTD
+$2.5M
37,737
+0%
减持
VTV
VANGUARD INDEX FDS
+$2.3M
266,325
-1%
增持
INTU
INTUIT
+$2.1M
4,069
+368%
增持
META
META PLATFORMS INC
+$1.9M
12,266
+28%
增持
V
VISA INC
+$1.7M
23,915
+31%
增持
CI
THE CIGNA GROUP
+$1.5M
7,972
+234%
增持
TSLA
TESLA INC
+$1.4M
10,737
+2%
减持
URTH
ISHARES INC
+$1.4M
119,030
-0%
增持
AVGO
BROADCOM INC
+$1.3M
20,183
+4%
减持
VTI
VANGUARD INDEX FDS
+$1.3M
54,594
-0%
增持
UBER
UBER TECHNOLOGIES INC
+$1.3M
21,269
+141%
增持
GEV
GE VERNOVA INC
+$1.2M
3,071
+146%
增持
SGOV
ISHARES TR
+$1.2M
16,217
+240%
增持
PFF
ISHARES TR
+$1.1M
234,899
+14%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$1.1M
360,967
+16%
减持
VUG
VANGUARD INDEX FDS
+$958.1K
26,227
-1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$863.8K
4,808
+33%
增持
IVV
ISHARES TR
+$804.4K
4,355
+28%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$800.1K
83,991
+13%
增持
ABBV
ABBVIE INC
+$766.7K
14,886
+3%
减持
COST
COSTCO WHSL CORP NEW
-$688.4K
10,412
-0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$687.2K
35,125
+43%
减持
HOOD
ROBINHOOD MKTS INC
+$654.0K
13,212
-0%
建仓
SILJ
AMPLIFY ETF TR
+$644.9K
27,928
增持
JNJ
JOHNSON & JOHNSON
+$630.7K
15,821
+5%
减持
SUB
ISHARES TR
-$625.3K
45,034
-12%
增持
TLH
ISHARES TR
+$594.7K
48,793
+12%
增持
EFA
ISHARES TR
+$589.9K
9,149
+209%
增持
UNH
UNITEDHEALTH GROUP INC
+$587.5K
2,770
+134%
减持
ISRG
INTUITIVE SURGICAL INC
-$582.0K
4,396
-6%
减持
IXUS
ISHARES TR
+$548.5K
182,862
-3%
增持
HD
HOME DEPOT INC
+$516.4K
12,672
+1%
减持
NFLX
NETFLIX INC
-$509.7K
2,594
-4%
减持
NVO
NOVO-NORDISK A S
-$504.0K
3,954
-62%
增持
IWF
ISHARES TR
+$494.4K
9,817
+2%
增持
VTIP
VANGUARD MALVERN FDS
+$471.1K
17,047
+119%
增持
ORCL
ORACLE CORP
+$466.5K
6,239
+6%
清仓
IUSB
ISHARES TR
-$440.2K
0
-100%
清仓
JMSI
J P MORGAN EXCHANGE TRADED F
-$425.0K
0
-100%
减持
CL
COLGATE PALMOLIVE CO
-$415.0K
28,388
-4%
清仓
—
MONDAY COM LTD
-$413.9K
0
-100%
清仓
MRSH
MARSH & MCLENNAN COS INC
-$389.8K
0
-100%
清仓
ETHE
GRAYSCALE ETHEREUM TRUST ETF
-$380.3K
0
-100%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$376.7K
5,795
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$368.7K
7,094
+5%
减持
SPEM
SPDR INDEX SHS FDS
-$365.7K
9,900
-49%
清仓
HYD
VANECK ETF TRUST
-$355.0K
0
-100%
建仓
PAAS
PAN AMERN SILVER CORP
+$353.2K
9,120
增持
MRK
MERCK & CO INC
+$350.2K
33,347
+8%
减持
PII
POLARIS INC
+$343.6K
22,450
-5%
增持
PEP
PEPSICO INC
+$342.4K
14,364
+13%
减持
KTOS
KRATOS DEFENSE & SEC SOLUTIO
+$322.9K
8,010
-9%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$321.8K
3,494
+0%
建仓
SNOW
SNOWFLAKE INC
+$312.2K
1,384
清仓
CMCSA
COMCAST CORP NEW
-$311.3K
0
-100%
减持
CRM
SALESFORCE INC
-$305.9K
4,880
-9%
增持
CVX
CHEVRON CORP NEW
+$305.7K
10,818
+13%
减持
IEMG
ISHARES INC
-$301.8K
10,815
-36%
减持
—
ACCENTURE PLC IRELAND
-$292.2K
3,101
-12%
减持
PG
PROCTER AND GAMBLE CO
-$290.1K
5,165
-24%
增持
BX
BLACKSTONE INC
+$285.9K
12,774
+1%
增持
IEFA
ISHARES TR
+$285.6K
9,089
+49%
增持
PAGP
PLAINS GP HLDGS L P
+$281.6K
82,539
+31%
减持
LLY
ELI LILLY & CO
-$279.9K
5,471
-4%
清仓
FDS
FACTSET RESH SYS INC
-$276.0K
0
-100%
建仓
LVS
LAS VEGAS SANDS CORP
+$269.8K
5,015
清仓
UPS
UNITED PARCEL SERVICE INC
-$269.5K
0
-100%
建仓
—
NVENT ELECTRIC PLC
+$264.1K
2,677
减持
GWW
GRAINGER W W INC
-$261.3K
312
-42%
减持
—
CYBERARK SOFTWARE LTD
-$257.3K
1,214
-41%
清仓
TXRH
TEXAS ROADHOUSE INC
-$253.0K
0
-100%
减持
WGO
WINNEBAGO INDS INC
-$247.1K
10,653
-49%
减持
PWR
QUANTA SVCS INC
+$245.4K
6,762
-0%
清仓
EQIX
EQUINIX INC
-$242.6K
0
-100%
清仓
FICO
FAIR ISAAC CORP
-$239.5K
0
-100%
减持
—
EXXON MOBIL CORP
-$236.4K
22,949
-12%
增持
QCOM
QUALCOMM INC
+$230.0K
11,196
+9%
建仓
ED
CONSOLIDATED EDISON INC
+$230.0K
2,288
建仓
IGSB
ISHARES TR
+$226.1K
4,263
减持
CTAS
CINTAS CORP
-$225.5K
8,833
-3%
建仓
RJF
RAYMOND JAMES FINL INC
+$224.9K
1,303
增持
MU
MICRON TECHNOLOGY INC
+$222.8K
4,773
+2%
减持
FISV
FISERV INC
-$222.0K
2,746
-18%
减持
NOW
SERVICENOW INC
-$220.3K
1,710
-2%
建仓
PH
PARKER-HANNIFIN CORP
+$219.9K
290
清仓
MMSI
MERIT MED SYS INC
-$219.8K
0
-100%
清仓
KVUE
KENVUE INC
-$219.4K
0
-100%
清仓
OTIS
OTIS WORLDWIDE CORP
-$219.2K
0
-100%
建仓
GM
GENERAL MTRS CO
+$217.9K
3,574
建仓
IQV
IQVIA HLDGS INC
+$214.8K
1,131
清仓
GDDY
GODADDY INC
-$214.3K
0
-100%
清仓
PINS
PINTEREST INC
-$213.4K
0
-100%
建仓
SO
SOUTHERN CO
+$212.9K
2,246
减持
TOST
TOAST INC
-$212.6K
22,796
-3%
建仓
MET
METLIFE INC
+$212.0K
2,574
减持
FTNT
FORTINET INC
-$209.3K
4,699
-18%
增持
RTX
RTX CORPORATION
+$207.4K
9,320
+1%
建仓
ADSK
AUTODESK INC
+$206.2K
649
建仓
GD
GENERAL DYNAMICS CORP
+$205.6K
603
增持
TJX
TJX COS INC NEW
+$204.3K
8,731
+2%
建仓
WRB
BERKLEY W R CORP
+$204.3K
2,666
建仓
SONY
SONY GROUP CORP
+$204.2K
7,094
建仓
VTR
VENTAS INC
+$202.7K
2,896
增持
CMI
CUMMINS INC
+$202.1K
2,096
+0%
清仓
WDAY
WORKDAY INC
-$202.1K
0
-100%
清仓
ICE
INTERCONTINENTAL EXCHANGE IN
-$201.3K
0
-100%
清仓
VRSN
VERISIGN INC
-$201.0K
0
-100%
减持
LRCX
LAM RESEARCH CORP
+$198.6K
6,086
-4%
增持
BAC
BANK AMERICA CORP
+$192.1K
40,530
+1%
增持
MEDP
MEDPACE HLDGS INC
+$187.5K
919
+1%
减持
SNPS
SYNOPSYS INC
-$185.2K
593
-36%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$178.4K
1,004
-22%
减持
APH
AMPHENOL CORP NEW
+$177.7K
7,414
-1%
增持
WFC
WELLS FARGO CO NEW
+$177.6K
45,627
+0%
减持
INTC
INTEL CORP
+$177.3K
16,961
-3%
增持
IWD
ISHARES TR
+$174.1K
6,564
+10%
增持
SHY
ISHARES TR
+$173.1K
68,360
+3%
减持
VBK
VANGUARD INDEX FDS
-$169.4K
1,851
-29%
减持
PM
PHILIP MORRIS INTL INC
-$161.5K
7,538
-1%
减持
APP
APPLOVIN CORP
+$159.9K
548
-18%
增持
AGG
ISHARES TR
+$157.7K
1,582
+17478%
增持
C
CITIGROUP INC
+$150.7K
5,285
+17%
减持
KO
COCA COLA CO
-$143.8K
13,960
-8%
增持
IDEV
ISHARES TR
+$139.0K
14,996
+7%
增持
F
FORD MTR CO
+$138.0K
111,597
+1%
减持
CRI
CARTERS INC
-$137.6K
70,904
-0%
减持
ZTS
ZOETIS INC
-$137.4K
3,018
-19%
减持
MCO
MOODYS CORP
-$134.7K
4,007
-2%
