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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 28
增持 97
减持 18
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
ARES
ARES MANAGEMENT CORPORATION
-$32.7M
9,046
-96%
增持
VOO
VANGUARD INDEX FDS
+$16.6M
162,688
+17%
增持
VYM
VANGUARD WHITEHALL FDS
+$16.6M
123,124
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。
+1457%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$15.0M
1,428,931
+6%
增持
SPYV
SPDR SERIES TRUST
+$13.4M
2,072,630
+10%
增持
VXUS
VANGUARD STAR FDS
+$10.6M
1,392,855
+8%
增持
MGK
VANGUARD WORLD FD
+$10.4M
589,456
+2%
增持
AAPL
APPLE INC
+$7.8M
167,839
+13%
建仓
IDV
ISHARES TR
+$7.2M
182,000
增持
AVGO
BROADCOM INC
+$6.9M
39,277
+95%
增持
SPY
SPDR S&P 500 ETF TR
+$6.8M
55,213
+19%
增持
SCHG
SCHWAB STRATEGIC TR
+$6.7M
2,336,825
+7%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$5.9M
737,382
+6%
增持
EFA
ISHARES TR
+$5.8M
69,572
+660%
增持
GOOGL
ALPHABET INC
+$5.7M
48,658
+24%
增持
GOOG
ALPHABET INC
+$5.3M
48,750
+18%
增持
MUB
ISHARES TR
+$4.3M
702,947
+5%
增持
VYMI
VANGUARD WHITEHALL FDS
+$3.7M
44,000
+1591%
增持
SHY
ISHARES TR
+$3.4M
109,626
+60%
增持
AMZN
AMAZON COM INC
+$3.3M
79,781
+16%
增持
LLY
ELI LILLY & CO
+$3.1M
6,726
+23%
增持
SJNK
SPDR SERIES TRUST
+$2.6M
1,017,170
+12%
减持
BABA
ALIBABA GROUP HLDG LTD
-$2.3M
30,102
-20%
增持
JPM
JPMORGAN CHASE & CO.
+$1.9M
33,940
+18%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.8M
68,327
+95%
增持
EWJ
ISHARES INC
+$1.7M
326,745
+6%
增持
TLH
ISHARES TR
+$1.6M
65,406
+34%
增持
NVDA
NVIDIA CORPORATION
+$1.6M
148,929
+6%
增持
MSFT
MICROSOFT CORP
+$1.3M
98,172
+10%
减持
IWF
ISHARES TR
-$1.3M
7,062
-28%
增持
CTAS
CINTAS CORP
+$1.2M
16,153
+83%
增持
ABBV
ABBVIE INC
+$1.2M
20,363
+37%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.2M
16,520
+20%
减持
VTV
VANGUARD INDEX FDS
-$1.1M
254,131
-5%
增持
URTH
ISHARES INC
+$1.1M
122,386
+3%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$1.1M
409,980
+14%
增持
MU
MICRON TECHNOLOGY INC
+$1.0M
6,461
+35%
增持
JNJ
JOHNSON & JOHNSON
+$996.6K
18,991
+20%
增持
MCD
MCDONALDS CORP
+$966.0K
6,970
+82%
增持
—
EATON CORP PLC
+$962.4K
4,468
+263%
增持
VTI
VANGUARD INDEX FDS
+$961.5K
56,306
+3%
增持
VGT
VANGUARD WORLD FD
+$931.7K
1,547
+393%
增持
HCA
HCA HEALTHCARE INC
+$906.3K
2,867
+183%
减持
COST
COSTCO WHSL CORP NEW
-$892.6K
10,141
-3%
建仓
NBSD
NEUBERGER BERMAN ETF TRUST
+$885.1K
17,293
增持
V
VISA INC
+$881.8K
25,793
+8%
增持
—
EXXON MOBIL CORP
+$875.4K
28,776
+25%
增持
MRK
MERCK & CO INC
+$856.3K
34,445
+3%
增持
GS
GOLDMAN SACHS GROUP INC
+$823.0K
1,748
+95%
增持
TJX
TJX COS INC NEW
+$814.8K
13,520
+55%
增持
WMT
WALMART INC
+$775.0K
21,799
+35%
减持
DFUV
DIMENSIONAL ETF TRUST
-$771.8K
8,351
-68%
增持
RTX
RTX CORPORATION
+$766.9K
12,685
+36%
建仓
YOLO
ADVISORSHARES TR
+$764.6K
231,707
减持
SUB
ISHARES TR
-$741.8K
38,115
-15%
增持
PEP
PEPSICO INC
+$711.3K
18,856
+31%
减持
SPYG
SPDR SERIES TRUST
-$708.9K
7,354
-49%
增持
WFC
WELLS FARGO CO NEW
+$702.0K
48,567
+6%
增持
PFF
ISHARES TR
+$700.8K
262,543
+12%
增持
IVW
ISHARES TR
+$699.8K
14,345
+62%
增持
CSCO
CISCO SYS INC
+$690.7K
26,364
+35%
增持
AMAT
APPLIED MATLS INC
+$682.4K
4,788
+79%
增持
WHR
WHIRLPOOL CORP
+$659.2K
13,034
+264%
增持
ISRG
INTUITIVE SURGICAL INC
+$654.0K
4,626
+5%
建仓
ZION
ZIONS BANCORPORATION N A
+$627.9K
10,726
增持
NFLX
NETFLIX INC
-$614.6K
26,615
+926%
增持
IWM
ISHARES TR
+$602.8K
6,303
+61%
增持
LRCX
LAM RESEARCH CORP
+$580.6K
8,143
+34%
增持
MA
MASTERCARD INCORPORATED
+$554.9K
7,852
+14%
建仓
CTRE
CARETRUST REIT INC
+$548.3K
15,024
增持
—
ACCENTURE PLC IRELAND
+$545.9K
4,885
+58%
增持
WMB
WILLIAMS COS INC
+$530.9K
12,560
+255%
增持
DUK
DUKE ENERGY CORP NEW
+$525.9K
7,085
+188%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$520.3K
20,755
+56%
增持
CPNG
COUPANG INC
-$514.4K
62,452
+1%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$501.2K
6,127
-28%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$496.1K
4,877
+1%
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$493.4K
6,473
增持
FOXF
FOX FACTORY HLDG CORP
+$483.0K
94,634
+102%
减持
VTIP
VANGUARD MALVERN FDS
-$477.4K
7,797
-54%
增持
XLF
SELECT SECTOR SPDR TR
+$475.9K
10,620
+441%
增持
DHR
DANAHER CORPORATION
+$474.8K
5,776
+35%
增持
HD
HOME DEPOT INC
-$471.0K
13,553
+7%
增持
UNP
UNION PAC CORP
+$462.5K
8,529
+33%
增持
CMI
CUMMINS INC
+$449.5K
2,615
+25%
增持
AMD
ADVANCED MICRO DEVICES INC
+$447.5K
5,984
+16%
建仓
EXEL
EXELIXIS INC
+$435.3K
9,932
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$433.4K
18,148
-3%
建仓
IVE
ISHARES TR
+$432.8K
2,041
增持
META
META PLATFORMS INC
-$428.0K
12,998
+6%
增持
TSLA
TESLA INC
+$424.3K
11,561
+8%
增持
FRDM
EA SERIES TRUST
+$417.9K
29,522
+19%
增持
NEE
NEXTERA ENERGY INC
+$407.5K
9,278
+108%
减持
HOOD
ROBINHOOD MKTS INC
-$402.7K
13,165
-0%
增持
PG
PROCTER AND GAMBLE CO
+$393.3K
8,282
+60%
增持
AMGN
AMGEN INC
+$380.8K
2,025
+103%
清仓
IBIT
ISHARES BITCOIN TRUST ETF
-$376.7K
0
-100%
建仓
BBCA
J P MORGAN EXCHANGE TRADED F
+$370.7K
3,986
增持
ORCL
ORACLE CORP
-$368.8K
7,110
+14%
建仓
DLR
DIGITAL RLTY TR INC
+$364.1K
2,347
建仓
D
DOMINION ENERGY INC
+$359.0K
6,127
清仓
FISV
FISERV INC
-$354.0K
0
-100%
增持
TXN
TEXAS INSTRS INC
+$352.7K
3,845
+125%
增持
AXP
AMERICAN EXPRESS CO
+$352.5K
3,606
+22%
建仓
EXR
EXTRA SPACE STORAGE INC
+$352.5K
2,707
建仓
—
BOEING CO
+$351.0K
5,000
增持
IEFA
ISHARES TR
+$349.5K
12,777
+41%
减持
IVV
ISHARES TR
-$347.5K
3,748
-14%
减持
IXUS
ISHARES TR
+$344.8K
182,485
-0%
建仓
PLD
PROLOGIS INC.
+$343.4K
2,690
清仓
BND
VANGUARD BD INDEX FDS
-$342.1K
0
-100%
增持
CAT
CATERPILLAR INC
+$333.3K
1,443
+40%
建仓
TSLX
SIXTH STREET SPECIALTY LENDI
+$332.7K
15,000
增持
BAC
BANK AMERICA CORP
+$325.5K
43,936
+8%
建仓
ARCC
ARES CAPITAL CORP
+$323.7K
16,000
建仓
FICO
FAIR ISAAC CORP
+$321.2K
190
减持
SHW
SHERWIN WILLIAMS CO
-$320.7K
12,106
-1%
增持
COF
CAPITAL ONE FINL CORP
+$316.3K
2,635
+74%
增持
CVX
CHEVRON CORP NEW
+$315.3K
13,091
+21%
增持
UBER
UBER TECHNOLOGIES INC
-$311.2K
21,693
+2%
增持
LMT
LOCKHEED MARTIN CORP
+$306.7K
1,950
+53%
增持
ADI
ANALOG DEVICES INC
+$301.7K
4,326
+22%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$299.4K
4,641
+22%
建仓
WBD
WARNER BROS DISCOVERY INC
+$296.9K
10,302
清仓
ONEY
SPDR SERIES TRUST
-$296.0K
0
-100%
清仓
MSTR
STRATEGY INC
-$287.7K
0
-100%
建仓
HESM
HESS MIDSTREAM LP
+$286.4K
8,300
建仓
O
REALTY INCOME CORP
+$284.7K
5,026
增持
SBUX
STARBUCKS CORP
+$281.7K
6,051
+125%
增持
KO
COCA COLA CO
+$276.8K
17,202
+23%
增持
BLK
BLACKROCK INC
+$275.4K
1,206
+38%
清仓
PAYC
PAYCOM SOFTWARE INC
-$273.9K
0
-100%
减持
VNQ
VANGUARD INDEX FDS
-$273.2K
223
-93%
建仓
TRIN
TRINITY CAP INC
+$271.8K
18,553
增持
XLV
SELECT SECTOR SPDR TR
+$269.1K
2,008
+569%
建仓
SOXQ
INVESCO EXCH TRADED FD TR II
+$266.3K
4,775
增持
PGR
PROGRESSIVE CORP
+$266.0K
5,763
+36%
减持
KTOS
KRATOS DEFENSE & SEC SOLUTIO
-$264.8K
6,153
-23%
增持
SCHB
SCHWAB STRATEGIC TR
+$264.1K
108,309
+8%
清仓
SPSM
SPDR SERIES TRUST
-$256.8K
0
-100%
增持
AMT
AMERICAN TOWER CORP NEW
+$253.7K
3,207
+97%
建仓
TRV
TRAVELERS COMPANIES INC
+$252.9K
872
建仓
GSLC
GOLDMAN SACHS ETF TR
+$251.5K
1,900
建仓
FCX
FREEPORT-MCMORAN INC
+$251.1K
4,943
建仓
GLDM
WORLD GOLD TR
+$246.0K
2,881
减持
AVAV
AEROVIRONMENT INC
-$243.7K
1,915
-15%
建仓
BBEU
J P MORGAN EXCHANGE TRADED F
+$242.5K
3,308
增持
MNST
MONSTER BEVERAGE CORP NEW
+$238.4K
7,221
+54%
增持
T
AT&T INC
+$236.2K
26,440
+78%
建仓
BITW
BITWISE 10 CRYPTO INDEX ETF
+$232.0K
3,948
