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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 39
增持 74
减持 28
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
MGK
VANGUARD WORLD FD
-$33.4M
571,184
-3%
增持
VXUS
VANGUARD STAR FDS
+$21.6M
1,643,243
+18%
减持
MSFT
MICROSOFT CORP
-$11.5M
97,065
-1%
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
SCHG
SCHWAB STRATEGIC TR
-$7.5M
2,359,736
+1%
增持
SPYV
SPDR SERIES TRUST
+$6.6M
2,198,037
+6%
增持
MUB
ISHARES TR
+$6.2M
767,535
+9%
建仓
PAA
PLAINS ALL AMERN PIPELINE L
+$4.3M
192,807
增持
VOO
VANGUARD INDEX FDS
-$3.9M
164,274
+1%
增持
GLD
SPDR GOLD TR
+$3.1M
9,320
+327%
增持
GOOGL
ALPHABET INC
+$3.0M
63,279
+30%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$2.7M
780,382
+6%
增持
EWJ
ISHARES INC
+$2.5M
341,655
+5%
增持
AMZN
AMAZON COM INC
+$2.4M
99,876
+25%
减持
INTU
INTUIT
-$2.2M
1,344
-68%
减持
VTI
VANGUARD INDEX FDS
-$2.2M
52,105
-7%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$2.1M
1,472,738
+3%
增持
COST
COSTCO WHOLESALE CORPORATION
+$2.0M
10,785
+6%
减持
SUB
ISHARES TR
-$1.9M
20,218
-47%
增持
—
EXXON MOBIL CORP
+$1.9M
31,530
+10%
增持
NVDA
NVIDIA CORPORATION
+$1.8M
169,540
+14%
建仓
AVPT
AVEPOINT INC
+$1.8M
187,493
增持
SPY
STATE STR SPDR S&P 500 ETF T
-$1.7M
55,248
+0%
减持
URTH
ISHARES INC
-$1.5M
117,701
-4%
增持
SJNK
SPDR SERIES TRUST
+$1.4M
1,088,356
+7%
建仓
LBRT
LIBERTY ENERGY INC
+$1.3M
46,860
减持
VUG
VANGUARD INDEX FDS
-$1.3M
25,883
-0%
增持
CVX
CHEVRON CORPORATION
+$1.3M
15,785
+21%
增持
TSLA
TESLA INC
+$1.3M
17,377
+50%
清仓
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$1.2M
0
-100%
减持
SHY
ISHARES TR
-$1.2M
94,954
-13%
减持
CI
THE CIGNA GROUP
-$1.2M
3,772
-52%
增持
WHR
WHIRLPOOL CORP
+$1.1M
38,697
+197%
减持
CRI
CARTERS INC
-$1.0M
35,260
-50%
建仓
ILF
ISHARES TR
+$1.0M
29,074
增持
JNJ
JOHNSON & JOHNSON
+$1.0M
20,301
+7%
减持
SGOV
ISHARES TR
-$965.6K
5,762
-63%
增持
GEV
GE VERNOVA INC
+$898.1K
3,384
+7%
增持
MRK
MERCK & CO INC
+$897.5K
37,583
+9%
减持
UBER
UBER TECHNOLOGIES INC
-$843.8K
12,912
-40%
减持
PWR
QUANTA SVCS INC
+$831.5K
6,812
-1%
建仓
GRW
TCW ETF TRUST
+$779.8K
28,350
增持
LRCX
LAM RESEARCH CORP
+$776.9K
10,158
+25%
增持
V
VISA INC
-$772.0K
27,376
+6%
增持
—
ASML HLDG NV
+$678.5K
798
+127%
增持
AAPL
APPLE INC
+$652.4K
182,360
+9%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$649.5K
24,859
+11%
增持
WMT
WALMART INC
+$645.3K
24,725
+13%
增持
MU
MICRON TECHNOLOGY INC
+$638.1K
7,346
+14%
增持
BABA
ALIBABA GROUP HLDG LTD
-$608.3K
30,321
+1%
建仓
APA
APA CORPORATION
+$594.1K
13,998
减持
HOOD
ROBINHOOD MKTS INC
-$577.9K
13,146
-0%
减持
IWF
ISHARES TR
-$576.4K
6,487
-8%
减持
BX
BLACKSTONE INC
-$531.5K
13,076
-1%
增持
PFF
ISHARES TR
+$529.4K
285,545
+9%
增持
COP
CONOCOPHILLIPS
+$528.8K
10,740
+13%
建仓
SLX
VANECK ETF TRUST
+$499.6K
5,442
增持
WFC
WELLS FARGO & CO
-$491.6K
50,683
+4%
增持
FCX
FREEPORT MCMORAN INC
+$490.0K
12,607
+155%
增持
TLH
ISHARES TR
+$479.3K
70,782
+8%
清仓
—
CYBERARK SOFTWARE LTD
-$475.5K
0
-100%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$473.9K
445,052
+9%
清仓
AVAV
AEROVIRONMENT INC
-$463.2K
0
-100%
增持
ARES
ARES MANAGEMENT CORPORATION
-$446.6K
9,308
+3%
减持
ABT
ABBOTT LABORATORIES
-$443.9K
10,793
-13%
增持
—
SPOTIFY TECHNOLOGY S A
+$441.7K
1,366
+259%
增持
—
EATON CORP PLC
+$432.5K
5,188
+16%
增持
CAT
CATERPILLAR INC
+$432.3K
1,777
+23%
减持
HD
HOME DEPOT INC
-$432.1K
12,866
-5%
增持
JPM
JPMORGAN CHASE & CO
-$429.3K
35,718
+5%
建仓
—
ASTRAZENECA PLC
+$428.5K
2,176
增持
ISRG
INTUITIVE SURGICAL INC
-$424.3K
4,763
+3%
建仓
ED
CONSOLIDATED EDISON INC
+$424.0K
3,746
建仓
—
ORACLE CORP
+$413.7K
9,000
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$410.3K
4,914
+1%
清仓
SE
SEA LTD
-$385.3K
0
-100%
减持
AMAT
APPLIED MATLS INC
+$383.1K
4,721
-1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$381.5K
85,156
+5%
建仓
SLV
ISHARES SILVER TR
+$376.3K
5,523
增持
DFAS
DIMENSIONAL ETF TRUST
+$375.5K
5,372
+5496%
减持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$369.1K
15,942
-3%
增持
LLY
ELI LILLY & CO
-$368.6K
7,458
+11%
增持
PSX
PHILLIPS 66
+$361.2K
5,909
+7%
增持
FOXF
FOX FACTORY HLDG CORP
+$361.2K
120,316
+27%
建仓
IPGP
IPG PHOTONICS CORP
+$361.0K
3,150
清仓
VEEV
VEEVA SYS INC
-$360.3K
0
-100%
减持
—
ACCENTURE PLC IRELAND
-$349.7K
4,846
-1%
增持
RTX
RTX CORPORATION
+$331.2K
13,777
+9%
清仓
FICO
FAIR ISAAC CORP
-$321.2K
0
-100%
建仓
GDX
VANECK ETF TRUST
+$321.2K
3,500
增持
AVGO
BROADCOM INC
-$320.7K
42,884
+9%
增持
VLO
VALERO ENERGY CORP
+$319.7K
3,187
+11%
建仓
IGOV
ISHARES TR
+$319.6K
7,784
增持
LMT
LOCKHEED MARTIN CORP
+$317.6K
2,086
+7%
增持
GILD
GILEAD SCIENCES INC
+$312.8K
5,936
+42%
减持
MCO
MOODYS CORP
-$312.7K
4,007
-1%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$307.7K
2,169
+89%
建仓
WCN
WASTE CONNECTIONS INC
+$306.4K
1,886
增持
CL
COLGATE PALMOLIVE CO
+$303.6K
27,782
+6%
增持
META
META PLATFORMS INC
-$302.3K
14,468
+11%
增持
—
LINDE PLC
+$301.8K
2,918
+9%
减持
XLE
SELECT SECTOR SPDR TR
+$296.9K
19,392
-3%
建仓
TRGP
TARGA RES CORP
+$296.4K
1,182
建仓
WDC
WESTERN DIGITAL CORP
+$294.0K
1,087
建仓
EQIX
EQUINIX INC
+$293.1K
299
增持
XLI
SELECT SECTOR SPDR TR
+$290.7K
2,868
+157%
建仓
KR
KROGER CO
+$286.8K
3,963
建仓
IMO
IMPERIAL OIL LTD
+$285.2K
2,170
建仓
GSK
GSK PLC
+$283.4K
5,092
增持
NFLX
NETFLIX INC.
+$283.0K
28,897
+9%
增持
SCHX
SCHWAB STRATEGIC TR
+$282.9K
11,693
+1765%
建仓
VRT
VERTIV HOLDINGS CO
+$282.7K
1,128
建仓
MPWR
MONOLITHIC PWR SYS INC
+$282.6K
258
增持
ECG
EVERUS CONSTR GROUP
+$281.0K
8,628
+0%
建仓
ROST
ROSS STORES INC
+$280.5K
1,295
增持
PEP
PEPSICO INC
+$278.9K
19,367
+3%
增持
SHEL
SHELL PLC
+$277.2K
6,611
+44%
建仓
DFUS
DIMENSIONAL ETF TRUST
+$271.6K
3,830
增持
KO
COCA COLA CO
+$271.4K
19,251
+12%
建仓
HSBC
HSBC HLDGS PLC
+$270.4K
3,190
增持
NEE
NEXTERA ENERGY INC
+$267.8K
10,903
+18%
清仓
SOXQ
INVESCO EXCH TRADED FD TR II
-$266.3K
0
-100%
建仓
SNDK
SANDISK CORP
+$264.9K
417
增持
WELL
WELLTOWER INC
+$264.8K
3,095
+66%
建仓
SO
SOUTHERN CO
+$264.4K
2,739
增持
CPNG
COUPANG INC
-$264.2K
64,037
+3%
增持
CTAS
CINTAS CORP
-$263.7K
16,402
+2%
减持
IJH
ISHARES TR
-$262.6K
18,675
-19%
减持
DHR
DANAHER CORP DEL
-$262.0K
5,590
-3%
建仓
—
TOTALENERGIES SE
+$260.2K
2,840
增持
CSCO
CISCO SYS INC
+$259.6K
29,520
+12%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$257.2K
3,213
-53%
建仓
PRLB
PROTO LABS INC
+$256.0K
4,490
增持
CRM
SALESFORCE INC
-$254.7K
5,330
+13%
增持
VZ
VERIZON COMMUNICATIONS INC
+$253.0K
14,372
+25%
建仓
THG
HANOVER INS GROUP INC
+$250.3K
1,444
建仓
DRI
DARDEN RESTAURANTS INC
+$249.8K
1,274
建仓
WPM
WHEATON PRECIOUS METALS CORP
+$248.8K
1,896
建仓
KWR
QUAKER HOUGHTON
+$247.5K
1,992
增持
DFAT
DIMENSIONAL ETF TRUST
+$246.5K
5,018
+347%
清仓
QLYS
QUALYS INC
-$245.9K
0
-100%
减持
DIS
DISNEY WALT CO
-$245.5K
10,997
-4%
建仓
SAN
BANCO SANTANDER SA
+$244.2K
21,653
建仓
—
UBS GROUP AG
+$243.8K
6,241
建仓
UL
UNILEVER PLC
+$242.0K
4,206
增持
T
AT&T INC
+$241.3K
30,978
+17%
减持
GLW
CORNING INC
+$237.0K
4,910
-0%
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$232.5K
1,478
清仓
BITW
BITWISE 10 CRYPTO INDEX ETF
-$232.0K
0
-100%
建仓
—
CRH PLC
+$230.2K
2,183
增持
PM
PHILIP MORRIS INTL INC
+$230.1K
9,671
+13%
