ANGELES WEALTH MANAGEMENT, LLC
SANTA MONICA CA · SEC CIK 0001929170
$26.64亿2026Q2 申报市值
632持仓数
62.0%前十大占比 · 第一大 17.0%
131 / 30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
SPY 加仓+$4.12亿
SCJ 新建仓+$6,717.07万
SPYV 加仓+$687.47万
VT 加仓+$665.91万
VXUS 加仓+$662.91万
2026Q2 卖出最多 按季末市值估算
URTH 减仓-$104.14万
VGT 减仓-$103.16万
NBSD 清仓-$87.69万
META 减仓-$71.99万
ARES 减仓-$67.49万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| DFIS | DIMENSIONAL ETF TRUST | $5.55万 | 0.00% | 1,585 | -1 | -0.1% | -$35 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $5.62万 | 0.00% | 1,277 | -163 | -11.3% | -$7,179 | 减仓 |
| MGV | VANGUARD WORLD FD | $5.80万 | 0.00% | 355 | 0 | 0.0% | — | 不变 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $5.83万 | 0.00% | 774 | 0 | 0.0% | — | 不变 |
| EWY | ISHARES INC | $6.04万 | 0.00% | 299 | 15 | 5.3% | $3,028 | 加仓 |
| IJJ | ISHARES TR | $6.65万 | 0.00% | 450 | 450 | — | $6.65万 | 新建仓 |
| TLT | ISHARES TR | $6.91万 | 0.00% | 800 | 800 | — | $6.91万 | 新建仓 |
| — | WELLS FARGO & CO | $6.94万 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| VCRB | VANGUARD MALVERN FDS | $7.08万 | 0.00% | 917 | 917 | — | $7.08万 | 新建仓 |
| EEM | ISHARES TR | $7.26万 | 0.00% | 1,061 | -112 | -9.5% | -$7,662 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $7.38万 | 0.00% | 1,268 | 1,268 | — | $7.38万 | 新建仓 |
| VOX | VANGUARD WORLD FD | $7.80万 | 0.00% | 424 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB STRATEGIC TR | $7.91万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| — | URANIUM RTY CORP | $7.95万 | 0.00% | 28,590 | 0 | 0.0% | — | 不变 |
| CMF | ISHARES TR | $8.65万 | 0.00% | 1,500 | -93 | -5.8% | -$5,361 | 减仓 |
| AEG | AEGON LTD | $8.71万 | 0.00% | 10,048 | 10,048 | — | $8.71万 | 新建仓 |
| SCHC | SCHWAB STRATEGIC TR | $9.14万 | 0.00% | 1,899 | 1,479 | 352.1% | $7.12万 | 加仓 |
| BIL | SPDR SERIES TRUST | $9.25万 | 0.00% | 1,009 | 224 | 28.5% | $2.05万 | 加仓 |
| WIT | WIPRO LTD | $9.26万 | 0.00% | 41,165 | -22,820 | -35.7% | -$5.13万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $9.34万 | 0.00% | 305 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $9.47万 | 0.00% | 479 | -27 | -5.3% | -$5,338 | 减仓 |
| ESGD | ISHARES TR | $9.58万 | 0.00% | 931 | 147 | 18.8% | $1.51万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $9.76万 | 0.00% | 3,368 | 669 | 24.8% | $1.94万 | 加仓 |
| NMR | NOMURA HLDGS INC | $10.73万 | 0.00% | 12,226 | 12,226 | — | $10.73万 | 新建仓 |
| QUAL | ISHARES TR | $10.75万 | 0.00% | 490 | 315 | 180.0% | $6.91万 | 加仓 |
| USMV | ISHARES TR | $10.86万 | 0.00% | 1,126 | 0 | 0.0% | — | 不变 |
| GSIE | GOLDMAN SACHS ETF TR | $10.86万 | 0.00% | 2,377 | 2,377 | — | $10.86万 | 新建仓 |
| FNDE | SCHWAB STRATEGIC TR | $11.11万 | 0.00% | 2,800 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY ETF TR | $11.16万 | 0.00% | 3,344 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $11.29万 | 0.00% | 2,910 | 10 | 0.3% | $388 | 加仓 |
| IJT | ISHARES TR | $11.34万 | 0.00% | 635 | 295 | 86.8% | $5.27万 | 加仓 |
| IWB | ISHARES TR | $11.63万 | 0.00% | 284 | 190 | 202.1% | $7.78万 | 加仓 |
| ACWX | ISHARES TR | $11.78万 | 0.00% | 1,548 | 0 | 0.0% | — | 不变 |
| NFRA | FLEXSHARES TR | $11.99万 | 0.00% | 1,870 | 1,870 | — | $11.99万 | 新建仓 |
| — | STAR HLDGS | $12.05万 | 0.00% | 13,199 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $12.09万 | 0.00% | 972 | 0 | 0.0% | — | 不变 |
| INFY | INFOSYS LTD | $12.53万 | 0.00% | 11,944 | 11,944 | — | $12.53万 | 新建仓 |
| — | BANK OF AMER CORP | $12.54万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| HYLN | HYLIION HOLDINGS CORP | $13.03万 | 0.00% | 25,000 | 0 | 0.0% | — | 不变 |
| — | ORLA MNG LTD NEW | $13.29万 | 0.00% | 13,576 | 0 | 0.0% | — | 不变 |
| AVEM | AMERICAN CENTY ETF TR | $13.48万 | 0.01% | 1,397 | 1,397 | — | $13.48万 | 新建仓 |
| MTUM | ISHARES TR | $13.51万 | 0.01% | 394 | -11 | -2.7% | -$3,771 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $14.51万 | 0.01% | 3,200 | 2,000 | 166.7% | $9.07万 | 加仓 |
| — | DATA STORAGE CORP | $14.87万 | 0.01% | 43,100 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $14.96万 | 0.01% | 1,801 | 0 | 0.0% | — | 不变 |
| NOVT | NOVANTA INC | $15.01万 | 0.01% | 925 | 925 | — | $15.01万 | 新建仓 |
| IWMI | NEOS ETF TRUST | $15.07万 | 0.01% | 2,815 | 2,815 | — | $15.07万 | 新建仓 |
| GSEW | GOLDMAN SACHS ETF TR | $15.11万 | 0.01% | 1,600 | 0 | 0.0% | — | 不变 |
| — | NOVANTA INC | $15.27万 | 0.01% | 2,265 | 2,265 | — | $15.27万 | 新建仓 |
| DIHP | DIMENSIONAL ETF TRUST | $15.58万 | 0.01% | 4,565 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $15.77万 | 0.01% | 713 | 33 | 4.9% | $7,300 | 加仓 |
| AGG | ISHARES TR | $15.81万 | 0.01% | 1,597 | 83 | 5.5% | $8,215 | 加仓 |
| TME | TENCENT MUSIC ENTMT GROUP | $15.93万 | 0.01% | 19,074 | 19,074 | — | $15.93万 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $16.25万 | 0.01% | 680 | 680 | — | $16.25万 | 新建仓 |
| ITOT | ISHARES TR | $17.13万 | 0.01% | 1,043 | 143 | 15.9% | $2.35万 | 加仓 |
| — | ALIGHT INC | $17.66万 | 0.01% | 315,400 | 300,000 | 1,948.1% | $16.80万 | 加仓 |
| — | FRANKLIN UNVL TR | $17.81万 | 0.01% | 22,088 | 0 | 0.0% | — | 不变 |
| SPMD | SPDR SERIES TRUST | $18.14万 | 0.01% | 2,685 | 0 | 0.0% | — | 不变 |
| — | APOLLO GLOBAL MGMT INC | $18.24万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| VGLT | VANGUARD SCOTTSDALE FDS | $18.72万 | 0.01% | 3,392 | 3,392 | — | $18.72万 | 新建仓 |
| XLB | SELECT SECTOR SPDR TR | $18.80万 | 0.01% | 3,699 | 3,699 | — | $18.80万 | 新建仓 |
| IWP | ISHARES TR | $18.97万 | 0.01% | 1,296 | 1,296 | — | $18.97万 | 新建仓 |
| NWG | NATWEST GROUP PLC | $19.36万 | 0.01% | 10,984 | 10,984 | — | $19.36万 | 新建仓 |
| — | ALPHABET INC | $19.37万 | 0.01% | 3,847 | 3,847 | — | $19.37万 | 新建仓 |
| INDA | ISHARES TR | $19.45万 | 0.01% | 1,431 | 74 | 5.5% | $1.01万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $20.07万 | 0.01% | 2,284 | 0 | 0.0% | — | 不变 |
| RL | RALPH LAUREN CORP | $20.16万 | 0.01% | 501 | 501 | — | $20.16万 | 新建仓 |
| ULST | SSGA ACTIVE ETF TR | $20.21万 | 0.01% | 5,000 | 0 | 0.0% | — | 不变 |
| JPST | J P MORGAN EXCHANGE TRADED F | $20.23万 | 0.01% | 4,000 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $20.23万 | 0.01% | 1,214 | 88 | 7.8% | $1.47万 | 重新持有 |
| HWM | HOWMET AEROSPACE INC | $20.25万 | 0.01% | 753 | 753 | — | $20.25万 | 新建仓 |
| PHM | PULTE GROUP INC | $20.29万 | 0.01% | 1,476 | 1,476 | — | $20.29万 | 新建仓 |
| NTRS | NORTHERN TR CORP | $20.29万 | 0.01% | 1,162 | 1,162 | — | $20.29万 | 新建仓 |
| DVN | DEVON ENERGY CORP NEW | $20.54万 | 0.01% | 4,972 | 4,972 | — | $20.54万 | 新建仓 |
| DHI | D R HORTON INC | $20.56万 | 0.01% | 1,262 | 1,262 | — | $20.56万 | 新建仓 |
| VEEV | VEEVA SYS INC | $20.64万 | 0.01% | 1,163 | -451 | -27.9% | -$8.00万 | 重新持有 |
| APD | AIR PRODUCTS AND CHEMICALS I | $20.79万 | 0.01% | 709 | 7 | 1.0% | $2,052 | 加仓 |
| STAA | STAAR SURGICAL CO | $20.90万 | 0.01% | 7,285 | 7,285 | — | $20.90万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $21.02万 | 0.01% | 245 | 245 | — | $21.02万 | 新建仓 |
| — | UNITED MARITIME CORPORATION | $21.04万 | 0.01% | 77,052 | 0 | 0.0% | — | 不变 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $21.22万 | 0.01% | 2,575 | 2,575 | — | $21.22万 | 新建仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $21.26万 | 0.01% | 10,557 | 226 | 2.2% | $4,551 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $21.46万 | 0.01% | 613 | 613 | — | $21.46万 | 新建仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $21.46万 | 0.01% | 22,401 | -1,213 | -5.1% | -$1.16万 | 减仓 |
| TOL | TOLL BROTHERS INC | $21.48万 | 0.01% | 1,304 | 1,304 | — | $21.48万 | 新建仓 |
| IBN | ICICI BANK LIMITED | $21.49万 | 0.01% | 7,403 | 7,403 | — | $21.49万 | 新建仓 |
| BCS | BARCLAYS PLC | $21.53万 | 0.01% | 8,016 | 8,016 | — | $21.53万 | 新建仓 |
| TEL | TE CONNECTIVITY PLC | $21.69万 | 0.01% | 1,076 | 105 | 10.8% | $2.12万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $21.77万 | 0.01% | 7,147 | 7,147 | — | $21.77万 | 新建仓 |
| RJF | RAYMOND JAMES FINL INC | $21.80万 | 0.01% | 1,434 | -7 | -0.5% | -$1,064 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $21.96万 | 0.01% | 2,888 | 2,888 | — | $21.96万 | 新建仓 |
| AME | AMETEK INC | $22.04万 | 0.01% | 911 | 911 | — | $22.04万 | 新建仓 |
| FERG | FERGUSON ENTERPRISES INC | $22.07万 | 0.01% | 928 | 928 | — | $22.07万 | 新建仓 |
| — | CUE BIOPHARMA INC | $22.09万 | 0.01% | 7,000 | 7,000 | — | $22.09万 | 新建仓 |
| CHT | CHUNGHWA TELECOM CO LTD | $22.13万 | 0.01% | 5,001 | 5,001 | — | $22.13万 | 新建仓 |
| FE | FIRSTENERGY CORP | $22.19万 | 0.01% | 4,667 | 4,667 | — | $22.19万 | 新建仓 |
| UL | UNILEVER PLC | $22.22万 | 0.01% | 3,696 | -510 | -12.1% | -$3.07万 | 减仓 |
| TGT | TARGET CORP | $22.26万 | 0.01% | 1,704 | -6 | -0.4% | -$784 | 减仓 |
| TTE | TOTALENERGIES SE | $22.31万 | 0.01% | 2,836 | -4 | -0.1% | -$315 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $22.42万 | 0.01% | 3,648 | 3,648 | — | $22.42万 | 新建仓 |