Angeles Investment Advisors, LLC
SANTA MONICA CA · SEC CIK 0001535695
$16.65亿2026Q2 申报市值
31持仓数
93.2%前十大占比 · 第一大 55.3%
4 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IWM 加仓+$6,916.52万
MGK 加仓+$3,135.97万
IEMG 加仓+$2,486.07万
VYM 新建仓+$1,967.71万
VT 新建仓+$1,648.84万
2026Q2 卖出最多 按季末市值估算
EFV 清仓-$5,627.18万
VOO 减仓-$4,600.73万
XLE 清仓-$3,582.24万
AVDV 清仓-$2,946.37万
VXUS 减仓-$1,313.83万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| EFV | ISHARES TR | $0 | 0.00% | 0 | -756,850 | -100.0% | -$5,627.18万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -584,760 | -100.0% | -$3,582.24万 | 清仓 |
| AVDV | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -295,050 | -100.0% | -$2,946.37万 | 清仓 |
| IJH | ISHARES TR | $0 | 0.00% | 0 | -137,500 | -100.0% | -$928.54万 | 清仓 |
| PFF | ISHARES TR | $6,098 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| VPL | VANGUARD INTL EQUITY INDEX F | $7.92万 | 0.00% | 685 | -180 | -20.8% | -$2.08万 | 减仓 |
| MUB | ISHARES TR | $8.45万 | 0.01% | 785 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $31.96万 | 0.02% | 4,485 | 17 | 0.4% | $1,211 | 加仓 |
| PEP | PEPSICO INC | $42.33万 | 0.03% | 3,126 | 0 | 0.0% | — | 不变 |
| — | VANGUARD MALVERN FDS | $48.60万 | 0.03% | 6,458 | -919 | -12.5% | -$6.92万 | 减仓 |
| ACWI | ISHARES TR | $212.48万 | 0.13% | 13,536 | -242 | -1.8% | -$3.80万 | 减仓 |
| EFG | ISHARES TR | $227.88万 | 0.14% | 18,315 | -12,295 | -40.2% | -$152.98万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $317.59万 | 0.19% | 14,573 | 2 | 0.0% | $436 | 加仓 |
| — | VANGUARD MALVERN FDS | $343.38万 | 0.21% | 45,614 | 409 | 0.9% | $3.08万 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $441.88万 | 0.27% | 97,979 | -12,028 | -10.9% | -$54.25万 | 减仓 |
| MDU | MDU RES GROUP INC | $520.52万 | 0.31% | 245,414 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $549.63万 | 0.33% | 92,081 | 16,861 | 22.4% | $100.64万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $598.99万 | 0.36% | 69,537 | 2,463 | 3.7% | $21.22万 | 加仓 |
| EFA | ISHARES TR | $755.57万 | 0.45% | 72,735 | 72,735 | — | $755.57万 | 新建仓 |
| IDV | ISHARES TR | $777.58万 | 0.47% | 187,685 | 182,000 | 3,201.4% | $754.03万 | 加仓 |
| KNF | KNIFE RIVER CORP | $849.13万 | 0.51% | 101,510 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD WHITEHALL FDS | $918.17万 | 0.55% | 93,500 | 93,500 | — | $918.17万 | 新建仓 |
| ECG | EVERUS CONSTR GROUP | $1,042.86万 | 0.63% | 62,842 | -1,739 | -2.7% | -$28.86万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $1,648.84万 | 0.99% | 105,055 | 105,055 | — | $1,648.84万 | 新建仓 |
| VSGX | VANGUARD WORLD FD | $1,931.62万 | 1.16% | 234,590 | 61,982 | 35.9% | $510.36万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,967.71万 | 1.18% | 124,515 | 124,515 | — | $1,967.71万 | 新建仓 |
| ESGV | VANGUARD WORLD FD | $3,052.57万 | 1.83% | 230,836 | 44,196 | 23.7% | $584.45万 | 加仓 |
| MGK | VANGUARD WORLD FD | $3,263.13万 | 1.96% | 371,190 | 356,725 | 2,466.1% | $3,135.97万 | 加仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $4,532.46万 | 2.72% | 602,320 | -110,080 | -15.5% | -$828.35万 | 减仓 |
| IEMG | ISHARES INC | $4,615.47万 | 2.77% | 557,155 | 300,105 | 116.7% | $2,486.07万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $5,668.06万 | 3.40% | 1,210,865 | -174,635 | -12.6% | -$817.47万 | 减仓 |
| VOTE | TCW ETF TRUST | $7,841.86万 | 4.71% | 889,414 | 124,758 | 16.3% | $1,099.98万 | 加仓 |
| IWM | ISHARES TR | $8,415.04万 | 5.05% | 280,081 | 230,205 | 461.6% | $6,916.52万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $2.39亿 | 14.33% | 2,790,197 | -153,682 | -5.2% | -$1,313.83万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $9.20亿 | 55.26% | 1,339,649 | -66,987 | -4.8% | -$4,600.73万 | 减仓 |