ANGELES WEALTH MANAGEMENT, LLC
SANTA MONICA CA · SEC CIK 0001929170
$18.38亿2026Q1 申报市值
524持仓数
58.3%前十大占比 · 第一大 11.4%
92 / 29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
VXUS 加仓+$1,930.74万
SPYV 加仓+$709.55万
MUB 加仓+$685.60万
VT 加仓+$605.94万
PAA 新建仓+$430.54万
2026Q1 卖出最多 按季末市值估算
MGK 减仓-$671.39万
SUB 减仓-$190.60万
VTI 减仓-$134.77万
CRI 减仓-$127.46万
INTU 减仓-$124.71万
2026Q1 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| — | WELLS FARGO & CO | $6.94万 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| — | CUE BIOPHARMA INC | $7.13万 | 0.00% | 310,000 | 0 | 0.0% | — | 不变 |
| DFGR | DIMENSIONAL ETF TRUST | $7.17万 | 0.00% | 2,699 | 2,699 | — | $7.17万 | 新建仓 |
| BIL | SPDR SERIES TRUST | $7.19万 | 0.00% | 785 | -394 | -33.4% | -$3.61万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $7.34万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES TR | $7.49万 | 0.00% | 784 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD WORLD FD | $7.63万 | 0.00% | 424 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $7.85万 | 0.00% | 305 | 80 | 35.6% | $2.06万 | 加仓 |
| CMF | ISHARES TR | $9.06万 | 0.00% | 1,593 | 93 | 6.2% | $5,288 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $9.31万 | 0.01% | 932 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $9.33万 | 0.01% | 506 | 242 | 91.7% | $4.46万 | 加仓 |
| MTUM | ISHARES TR | $9.72万 | 0.01% | 405 | -203 | -33.4% | -$4.87万 | 减仓 |
| — | STAR HLDGS | $9.99万 | 0.01% | 13,199 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $10.16万 | 0.01% | 2,900 | 2,900 | — | $10.16万 | 新建仓 |
| — | AMPLIFY ETF TR | $10.39万 | 0.01% | 3,344 | 0 | 0.0% | — | 不变 |
| — | URANIUM RTY CORP | $10.44万 | 0.01% | 28,590 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $10.44万 | 0.01% | 1,126 | 1,126 | — | $10.44万 | 新建仓 |
| ACWX | ISHARES TR | $10.60万 | 0.01% | 1,548 | 168 | 12.2% | $1.15万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $10.71万 | 0.01% | 2,800 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $10.83万 | 0.01% | 972 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $11.74万 | 0.01% | 1,579 | -2,279 | -59.1% | -$16.94万 | 减仓 |
| — | BANK AMERICA CORP | $11.91万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES TR | $11.91万 | 0.01% | 1,165 | -986 | -45.8% | -$10.08万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $12.69万 | 0.01% | 2,404 | 2,305 | 2,328.3% | $12.17万 | 加仓 |
| ITOT | ISHARES TR | $12.82万 | 0.01% | 900 | 183 | 25.5% | $2.61万 | 加仓 |
| IWN | ISHARES TR | $12.89万 | 0.01% | 680 | -39 | -5.4% | -$7,394 | 减仓 |
| COMP | COMPASS INC | $13.49万 | 0.01% | 18,456 | 816 | 4.6% | $5,965 | 加仓 |
| GSEW | GOLDMAN SACHS ETF TR | $13.55万 | 0.01% | 1,600 | 0 | 0.0% | — | 不变 |
| WIT | WIPRO LTD | $13.56万 | 0.01% | 63,985 | 30,473 | 90.9% | $6.46万 | 加仓 |
| IXN | ISHARES TR | $14.20万 | 0.01% | 1,420 | 0 | 0.0% | — | 不变 |
| DIHP | DIMENSIONAL ETF TRUST | $14.71万 | 0.01% | 4,565 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $14.76万 | 0.01% | 1,801 | -500 | -21.7% | -$4.10万 | 减仓 |
| AGG | ISHARES TR | $15.03万 | 0.01% | 1,514 | -1,166 | -43.5% | -$11.57万 | 减仓 |
| EMXC | ISHARES INC | $15.18万 | 0.01% | 1,930 | 841 | 77.2% | $6.62万 | 加仓 |
| — | UNITED MARITIME CORPORATION | $15.56万 | 0.01% | 77,052 | 0 | 0.0% | — | 不变 |
| HELE | HELEN OF TROY LTD | $15.65万 | 0.01% | 10,855 | 10,855 | — | $15.65万 | 新建仓 |
| SPMD | SPDR SERIES TRUST | $15.90万 | 0.01% | 2,685 | 2,685 | — | $15.90万 | 新建仓 |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | $16.58万 | 0.01% | 12,950 | 12,950 | — | $16.58万 | 新建仓 |
| — | DATA STORAGE CORP | $16.68万 | 0.01% | 43,100 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $17.48万 | 0.01% | 2,284 | 2,284 | — | $17.48万 | 新建仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $17.53万 | 0.01% | 10,331 | 10,331 | — | $17.53万 | 新建仓 |
| — | APOLLO GLOBAL MGMT INC | $17.61万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN UNVL TR | $17.69万 | 0.01% | 22,088 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $18.26万 | 0.01% | 1,006 | 0 | 0.0% | — | 不变 |
| MFG | MIZUHO FINANCIAL GROUP INC | $18.75万 | 0.01% | 23,614 | 23,614 | — | $18.75万 | 新建仓 |
| — | ISHARES INC | $18.82万 | 0.01% | 5,310 | 0 | 0.0% | — | 不变 |
| SOC | SABLE OFFSHORE CORP | $19.18万 | 0.01% | 11,609 | 305 | 2.7% | $5,039 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $20.01万 | 0.01% | 39,787 | 19,190 | 93.2% | $9.65万 | 加仓 |
| TER | TERADYNE INC | $20.10万 | 0.01% | 678 | 678 | — | $20.10万 | 新建仓 |
| MKSI | MKS INC. | $20.11万 | 0.01% | 875 | 875 | — | $20.11万 | 新建仓 |
| VRSN | VERISIGN INC | $20.24万 | 0.01% | 815 | 815 | — | $20.24万 | 新建仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $20.24万 | 0.01% | 4,000 | 0 | 0.0% | — | 不变 |
| ULST | SSGA ACTIVE ETF TR | $20.25万 | 0.01% | 5,000 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $20.30万 | 0.01% | 971 | 971 | — | $20.30万 | 新建仓 |
| SPTM | SPDR SERIES TRUST | $20.37万 | 0.01% | 2,576 | 0 | 0.0% | — | 不变 |
| INDA | ISHARES TR | $20.37万 | 0.01% | 1,357 | 1,357 | — | $20.37万 | 新建仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $20.39万 | 0.01% | 702 | 702 | — | $20.39万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $20.42万 | 0.01% | 940 | 86 | 10.1% | $1.87万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $20.48万 | 0.01% | 1,009 | 1,009 | — | $20.48万 | 新建仓 |
| DT | DYNATRACE INC | $20.49万 | 0.01% | 5,542 | 5,542 | — | $20.49万 | 新建仓 |
| LULU | LULULEMON ATHLETICA INC | $20.52万 | 0.01% | 1,340 | 1,340 | — | $20.52万 | 新建仓 |
| DORM | DORMAN PRODS INC | $20.53万 | 0.01% | 1,967 | 1,967 | — | $20.53万 | 新建仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $20.55万 | 0.01% | 10,406 | 10,406 | — | $20.55万 | 新建仓 |
| TM | TOYOTA MOTOR CORP | $20.65万 | 0.01% | 1,002 | 1,002 | — | $20.65万 | 新建仓 |
| TGT | TARGET CORP | $20.73万 | 0.01% | 1,710 | 1,710 | — | $20.73万 | 新建仓 |
| RJF | RAYMOND JAMES FINL INC | $20.86万 | 0.01% | 1,441 | 117 | 8.8% | $1.69万 | 加仓 |
| TXRH | TEXAS ROADHOUSE INC | $20.91万 | 0.01% | 1,266 | -13 | -1.0% | -$2,147 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $21.13万 | 0.01% | 4,629 | 2,396 | 107.3% | $10.94万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $21.21万 | 0.01% | 1,148 | 1,148 | — | $21.21万 | 新建仓 |
| WDAY | WORKDAY INC | $21.27万 | 0.01% | 1,637 | 1,637 | — | $21.27万 | 新建仓 |
| SOXX | ISHARES TR | $21.59万 | 0.01% | 657 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $21.59万 | 0.01% | 902 | 210 | 30.3% | $5.03万 | 加仓 |
| IT | GARTNER INC | $21.69万 | 0.01% | 1,370 | 1,370 | — | $21.69万 | 新建仓 |
| DDOG | DATADOG INC | $21.72万 | 0.01% | 1,840 | 1,840 | — | $21.72万 | 新建仓 |
| DPZ | DOMINOS PIZZA INC | $21.85万 | 0.01% | 609 | -32 | -5.0% | -$1.15万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $21.88万 | 0.01% | 669 | 669 | — | $21.88万 | 新建仓 |
| — | ORLA MNG LTD NEW | $21.90万 | 0.01% | 13,576 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $22.08万 | 0.01% | 703 | 703 | — | $22.08万 | 新建仓 |
| KB | KB FINL GROUP INC | $22.14万 | 0.01% | 2,200 | 2,200 | — | $22.14万 | 新建仓 |
| EBAY | EBAY INC. | $22.21万 | 0.01% | 2,440 | -36 | -1.5% | -$3,277 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $22.28万 | 0.01% | 805 | 805 | — | $22.28万 | 新建仓 |
| IQV | IQVIA HLDGS INC | $22.39万 | 0.01% | 1,313 | 87 | 7.1% | $1.48万 | 加仓 |
| SONY | SONY GROUP CORP | $22.50万 | 0.01% | 10,872 | 2,691 | 32.9% | $5.57万 | 加仓 |
| NVO | NOVO-NORDISK A S | $22.59万 | 0.01% | 5,939 | 863 | 17.0% | $3.28万 | 加仓 |
| NEM | NEWMONT CORP | $22.78万 | 0.01% | 2,104 | 2,104 | — | $22.78万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $22.87万 | 0.01% | 2,325 | 228 | 10.9% | $2.24万 | 加仓 |
| CRH | CRH PLC | $23.02万 | 0.01% | 2,183 | 2,183 | — | $23.02万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $23.25万 | 0.01% | 1,478 | 1,478 | — | $23.25万 | 新建仓 |
| GSLC | GOLDMAN SACHS ETF TR | $23.77万 | 0.01% | 1,900 | 0 | 0.0% | — | 不变 |
| BBEU | J P MORGAN EXCHANGE TRADED F | $23.95万 | 0.01% | 3,308 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $24.13万 | 0.01% | 3,213 | -3,564 | -52.6% | -$26.77万 | 减仓 |
| UL | UNILEVER PLC | $24.20万 | 0.01% | 4,206 | 4,206 | — | $24.20万 | 新建仓 |
| CFG | CITIZENS FINL GROUP INC | $24.26万 | 0.01% | 4,046 | 532 | 15.1% | $3.19万 | 加仓 |
| UBS | UBS GROUP AG | $24.38万 | 0.01% | 6,241 | 6,241 | — | $24.38万 | 新建仓 |
| SAN | BANCO SANTANDER SA | $24.42万 | 0.01% | 21,653 | 21,653 | — | $24.42万 | 新建仓 |
| IWO | ISHARES TR | $24.48万 | 0.01% | 780 | 0 | 0.0% | — | 不变 |
| INV | INNVENTURE INC | $24.62万 | 0.01% | 62,957 | -6,000 | -8.7% | -$2.35万 | 减仓 |
| KWR | QUAKER HOUGHTON | $24.75万 | 0.01% | 1,992 | 1,992 | — | $24.75万 | 新建仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $24.88万 | 0.01% | 1,896 | 1,896 | — | $24.88万 | 新建仓 |
| DRI | DARDEN RESTAURANTS INC | $24.98万 | 0.01% | 1,274 | 1,274 | — | $24.98万 | 新建仓 |