Angeles Investment Advisors, LLC
SANTA MONICA CA · SEC CIK 0001535695
$14.88亿2026Q1 申报市值
31持仓数
94.4%前十大占比 · 第一大 56.5%
6 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VOO 加仓+$1.35亿
XLE 新建仓+$3,582.24万
AVDV 新建仓+$2,946.37万
IJH 新建仓+$928.54万
VXUS 加仓+$779.47万
2026Q1 卖出最多 按季末市值估算
MGK 减仓-$7,915.22万
IWM 减仓-$4,934.27万
EWJ 清仓-$3,011.60万
VMBS 减仓-$2,525.91万
EFV 减仓-$287.36万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $8.41亿 | 56.50% | 1,406,636 | 226,099 | 19.2% | $1.35亿 | 加仓 |
| VXUS | VANGUARD STAR FDS | $2.27亿 | 15.26% | 2,943,879 | 101,085 | 3.6% | $779.47万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $6,504.92万 | 4.37% | 1,385,500 | -538,000 | -28.0% | -$2,525.91万 | 减仓 |
| VOTE | TCW ETF TRUST | $5,834.33万 | 3.92% | 764,656 | -36,383 | -4.5% | -$277.60万 | 减仓 |
| EFV | ISHARES TR | $5,627.18万 | 3.78% | 756,850 | -38,650 | -4.9% | -$287.36万 | 减仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $5,323.05万 | 3.58% | 712,400 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $3,582.24万 | 2.41% | 584,760 | 584,760 | — | $3,582.24万 | 新建仓 |
| AVDV | AMERICAN CENTY ETF TR | $2,946.37万 | 1.98% | 295,050 | 295,050 | — | $2,946.37万 | 新建仓 |
| ESGV | VANGUARD WORLD FD | $2,095.41万 | 1.41% | 186,640 | 13,765 | 8.0% | $154.54万 | 加仓 |
| IEMG | ISHARES INC | $1,792.92万 | 1.21% | 257,050 | -2,450 | -0.9% | -$17.09万 | 减仓 |
| VSGX | VANGUARD WORLD FD | $1,238.12万 | 0.83% | 172,608 | 4,328 | 2.6% | $31.04万 | 加仓 |
| IWM | ISHARES TR | $1,236.91万 | 0.83% | 49,876 | -198,964 | -80.0% | -$4,934.27万 | 减仓 |
| IJH | ISHARES TR | $928.54万 | 0.62% | 137,500 | 137,500 | — | $928.54万 | 新建仓 |
| KNF | KNIFE RIVER CORP | $828.83万 | 0.56% | 101,510 | 0 | 0.0% | — | 不变 |
| ECG | EVERUS CONSTR GROUP | $762.44万 | 0.51% | 64,581 | 0 | 0.0% | — | 不变 |
| MDU | MDU RES GROUP INC | $508.50万 | 0.34% | 245,414 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $488.27万 | 0.33% | 11,179 | -2,665 | -19.3% | -$116.40万 | 减仓 |
| DFSI | DIMENSIONAL ETF TRUST | $466.43万 | 0.31% | 110,007 | 3,847 | 3.6% | $16.31万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $406.56万 | 0.27% | 75,220 | -2,665 | -3.4% | -$14.40万 | 减仓 |
| — | VANGUARD MALVERN FDS | $342.38万 | 0.23% | 45,205 | -120 | -0.3% | -$9,089 | 减仓 |
| EFG | ISHARES TR | $340.90万 | 0.23% | 30,610 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $285.89万 | 0.19% | 14,571 | -3,789 | -20.6% | -$74.34万 | 减仓 |
| ACWI | ISHARES TR | $190.65万 | 0.13% | 13,778 | -330 | -2.3% | -$4.57万 | 减仓 |
| MGK | VANGUARD WORLD FD | $106.28万 | 0.07% | 2,893 | -215,447 | -98.7% | -$7,915.22万 | 减仓 |
| — | VANGUARD MALVERN FDS | $55.81万 | 0.04% | 7,377 | 7,377 | — | $55.81万 | 新建仓 |
| PEP | PEPSICO INC | $48.54万 | 0.03% | 3,126 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $28.63万 | 0.02% | 4,468 | 4,468 | — | $28.63万 | 新建仓 |
| IDV | ISHARES TR | $24.20万 | 0.02% | 5,685 | 745 | 15.1% | $3.17万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $8.45万 | 0.01% | 865 | -60 | -6.5% | -$5,864 | 减仓 |
| MUB | ISHARES TR | $8.33万 | 0.01% | 785 | 785 | — | $8.33万 | 新建仓 |
| PFF | ISHARES TR | $6,064 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES INC | $0 | 0.00% | 0 | -373,000 | -100.0% | -$3,011.60万 | 清仓 |
| MBB | ISHARES TR | $0 | 0.00% | 0 | -3,200 | -100.0% | -$30.47万 | 清仓 |