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 |
|---|---|---|---|---|---|---|---|---|
| THG | HANOVER INS GROUP INC | $25.03万 | 0.01% | 1,444 | 1,444 | — | $25.03万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $25.04万 | 0.01% | 1,708 | -300 | -14.9% | -$4.40万 | 减仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $25.07万 | 0.01% | 13,535 | 1,921 | 16.5% | $3.56万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $25.27万 | 0.01% | 905 | 305 | 50.8% | $8.52万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $25.34万 | 0.01% | 1,170 | -78 | -6.2% | -$1.69万 | 减仓 |
| MMSI | MERIT MED SYS INC | $25.57万 | 0.01% | 3,709 | 1,258 | 51.3% | $8.67万 | 加仓 |
| PRLB | PROTO LABS INC | $25.60万 | 0.01% | 4,490 | 4,490 | — | $25.60万 | 新建仓 |
| GUNR | FLEXSHARES TR | $25.73万 | 0.01% | 4,664 | 0 | 0.0% | — | 不变 |
| WST | WEST PHARMACEUTICAL SVSC INC | $25.79万 | 0.01% | 1,029 | 89 | 9.5% | $2.23万 | 加仓 |
| BEN | FRANKLIN RESOURCES INC | $25.79万 | 0.01% | 10,769 | 90 | 0.8% | $2,156 | 加仓 |
| TTE | TOTALENERGIES SE | $26.02万 | 0.01% | 2,840 | 2,840 | — | $26.02万 | 新建仓 |
| SO | SOUTHERN CO | $26.44万 | 0.01% | 2,739 | 493 | 22.0% | $4.76万 | 重新持有 |
| SNDK | SANDISK CORP | $26.49万 | 0.01% | 417 | 417 | — | $26.49万 | 新建仓 |
| RMD | RESMED INC | $27.03万 | 0.01% | 1,204 | -12 | -1.0% | -$2,694 | 减仓 |
| HSBC | HSBC HLDGS PLC | $27.04万 | 0.01% | 3,190 | 3,190 | — | $27.04万 | 新建仓 |
| DFUS | DIMENSIONAL ETF TRUST | $27.16万 | 0.01% | 3,830 | 3,830 | — | $27.16万 | 新建仓 |
| SRE | SEMPRA | $27.21万 | 0.01% | 2,782 | 503 | 22.1% | $4.92万 | 加仓 |
| TRIN | TRINITY CAP INC | $27.29万 | 0.01% | 18,553 | 0 | 0.0% | — | 不变 |
| VTR | VENTAS INC | $27.40万 | 0.01% | 3,329 | 128 | 4.0% | $1.05万 | 加仓 |
| NCNO | NCINO INC | $27.47万 | 0.01% | 18,337 | 5,417 | 41.9% | $8.11万 | 加仓 |
| TSLX | SIXTH STREET SPECIALTY LENDI | $27.57万 | 0.01% | 15,000 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $27.57万 | 0.02% | 4,897 | 330 | 7.2% | $1.86万 | 加仓 |
| TIP | ISHARES TR | $27.77万 | 0.02% | 2,516 | 0 | 0.0% | — | 不变 |
| PCG | PG&E CORP | $27.79万 | 0.02% | 15,769 | -389 | -2.4% | -$6,854 | 减仓 |
| ROST | ROSS STORES INC | $28.05万 | 0.02% | 1,295 | 1,295 | — | $28.05万 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $28.26万 | 0.02% | 258 | 258 | — | $28.26万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $28.27万 | 0.02% | 1,128 | 1,128 | — | $28.27万 | 新建仓 |
| GSK | GSK PLC | $28.34万 | 0.02% | 5,092 | 5,092 | — | $28.34万 | 新建仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $28.39万 | 0.02% | 4,026 | -2,127 | -34.6% | -$15.00万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $28.41万 | 0.02% | 974 | 102 | 11.7% | $2.98万 | 加仓 |
| IMO | IMPERIAL OIL LTD | $28.52万 | 0.02% | 2,170 | 2,170 | — | $28.52万 | 新建仓 |
| KR | KROGER CO | $28.68万 | 0.02% | 3,963 | 871 | 28.2% | $6.30万 | 重新持有 |
| ARCC | ARES CAPITAL CORP | $28.83万 | 0.02% | 16,000 | 0 | 0.0% | — | 不变 |
| LVS | LAS VEGAS SANDS CORP | $28.94万 | 0.02% | 5,372 | -873 | -14.0% | -$4.70万 | 减仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $29.00万 | 0.02% | 13,387 | 3,882 | 40.8% | $8.41万 | 加仓 |
| EQIX | EQUINIX INC | $29.31万 | 0.02% | 299 | 299 | — | $29.31万 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $29.32万 | 0.02% | 10,211 | 3,317 | 48.1% | $9.52万 | 加仓 |
| DVY | ISHARES TR | $29.34万 | 0.02% | 1,938 | 672 | 53.1% | $10.17万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $29.40万 | 0.02% | 1,087 | 1,087 | — | $29.40万 | 新建仓 |
| SNPS | SYNOPSYS INC | $29.42万 | 0.02% | 742 | 90 | 13.8% | $3.57万 | 加仓 |
| STT | STATE STR CORP | $29.61万 | 0.02% | 2,340 | 106 | 4.7% | $1.34万 | 加仓 |
| TRGP | TARGA RES CORP | $29.64万 | 0.02% | 1,182 | 1,182 | — | $29.64万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $29.98万 | 0.02% | 11,693 | 11,066 | 1,764.9% | $28.37万 | 加仓 |
| RGEN | REPLIGEN CORP | $30.48万 | 0.02% | 2,587 | 555 | 27.3% | $6.54万 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $30.64万 | 0.02% | 1,886 | 1,886 | — | $30.64万 | 新建仓 |
| — | WARNER BROS DISCOVERY INC | $31.04万 | 0.02% | 11,304 | 1,002 | 9.7% | $2.75万 | 加仓 |
| USFD | US FOODS HLDG CORP | $31.15万 | 0.02% | 3,378 | 217 | 6.9% | $2.00万 | 加仓 |
| FAST | FASTENAL CO | $31.26万 | 0.02% | 6,738 | 524 | 8.4% | $2.43万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $31.34万 | 0.02% | 5,018 | 3,895 | 346.8% | $24.33万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $31.43万 | 0.02% | 1,200 | 13 | 1.1% | $3,405 | 加仓 |
| OKE | ONEOK INC NEW | $31.92万 | 0.02% | 3,531 | 52 | 1.5% | $4,700 | 加仓 |
| IGOV | ISHARES TR | $31.96万 | 0.02% | 7,784 | 7,784 | — | $31.96万 | 新建仓 |
| FTNT | FORTINET INC | $32.11万 | 0.02% | 3,929 | -762 | -16.2% | -$6.23万 | 减仓 |
| GDX | VANECK ETF TRUST | $32.12万 | 0.02% | 3,500 | 3,500 | — | $32.12万 | 新建仓 |
| NOK | NOKIA CORP | $32.22万 | 0.02% | 40,076 | 2,270 | 6.0% | $1.83万 | 加仓 |
| HESM | HESS MIDSTREAM LP | $32.26万 | 0.02% | 8,300 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $32.55万 | 0.02% | 7,185 | 109 | 1.5% | $4,938 | 加仓 |
| SNOW | SNOWFLAKE INC | $32.65万 | 0.02% | 2,165 | 838 | 63.1% | $12.64万 | 加仓 |
| O | REALTY INCOME CORP | $32.79万 | 0.02% | 5,335 | 309 | 6.1% | $1.90万 | 加仓 |
| GM | GENERAL MTRS CO | $33.01万 | 0.02% | 4,431 | 654 | 17.3% | $4.87万 | 加仓 |
| WGO | WINNEBAGO INDS INC | $33.01万 | 0.02% | 10,653 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $33.49万 | 0.02% | 2,130 | -294 | -12.1% | -$4.62万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $33.50万 | 0.02% | 976 | 149 | 18.0% | $5.11万 | 加仓 |
| APP | APPLOVIN CORP | $33.91万 | 0.02% | 852 | 211 | 32.9% | $8.40万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $34.26万 | 0.02% | 822 | 153 | 22.9% | $6.38万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $34.35万 | 0.02% | 6,876 | -921 | -11.8% | -$4.60万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $35.31万 | 0.02% | 2,600 | 289 | 12.5% | $3.92万 | 加仓 |
| ZTS | ZOETIS INC | $35.85万 | 0.02% | 3,033 | 489 | 19.2% | $5.78万 | 加仓 |
| NVT | NVENT ELEC PLC | $36.03万 | 0.02% | 3,046 | 38 | 1.3% | $4,495 | 加仓 |
| IPGP | IPG PHOTONICS CORP | $36.10万 | 0.02% | 3,150 | 3,150 | — | $36.10万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $36.15万 | 0.02% | 9,303 | 0 | 0.0% | — | 不变 |
| GLDM | WORLD GOLD TR | $36.58万 | 0.02% | 3,946 | 1,065 | 37.0% | $9.87万 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $36.64万 | 0.02% | 2,794 | 87 | 3.2% | $1.14万 | 加仓 |
| FIX | COMFORT SYS USA INC | $36.82万 | 0.02% | 267 | 41 | 18.1% | $5.65万 | 加仓 |
| D | DOMINION ENERGY INC | $36.87万 | 0.02% | 5,964 | -163 | -2.7% | -$1.01万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $36.87万 | 0.02% | 7,869 | 1,422 | 22.1% | $6.66万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $36.93万 | 0.02% | 10,393 | 0 | 0.0% | — | 不变 |
| TECH | BIO-TECHNE CORP | $37.00万 | 0.02% | 7,080 | 550 | 8.4% | $2.87万 | 加仓 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $37.49万 | 0.02% | 3,986 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $37.63万 | 0.02% | 5,523 | 5,523 | — | $37.63万 | 新建仓 |
| CHD | CHURCH & DWIGHT CO INC | $37.67万 | 0.02% | 4,036 | 341 | 9.2% | $3.18万 | 加仓 |
| IGF | ISHARES TR | $38.19万 | 0.02% | 5,700 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $38.21万 | 0.02% | 5,372 | 5,276 | 5,495.8% | $37.53万 | 加仓 |
| CVLT | COMMVAULT SYS INC | $38.24万 | 0.02% | 4,909 | 891 | 22.2% | $6.94万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $38.75万 | 0.02% | 1,834 | 315 | 20.7% | $6.66万 | 加仓 |
| XYL | XYLEM INC | $39.04万 | 0.02% | 3,267 | 242 | 8.0% | $2.89万 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $39.27万 | 0.02% | 2,626 | 279 | 11.9% | $4.17万 | 加仓 |
| CME | CME GROUP INC | $39.43万 | 0.02% | 1,335 | -163 | -10.9% | -$4.81万 | 减仓 |
| ALL | ALLSTATE CORP | $39.81万 | 0.02% | 1,910 | 160 | 9.1% | $3.33万 | 加仓 |
| — | BOEING CO | $40.24万 | 0.02% | 6,200 | 1,200 | 24.0% | $7.79万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $40.55万 | 0.02% | 453 | 99 | 28.0% | $8.86万 | 加仓 |
| PLD | PROLOGIS INC. | $40.85万 | 0.02% | 3,090 | 400 | 14.9% | $5.29万 | 加仓 |
| DASH | DOORDASH INC | $41.04万 | 0.02% | 2,733 | 329 | 13.7% | $4.94万 | 加仓 |
| CCI | CROWN CASTLE INC | $41.14万 | 0.02% | 5,060 | -105 | -2.0% | -$8,538 | 减仓 |
| — | ORACLE CORP | $41.37万 | 0.02% | 9,000 | 9,000 | — | $41.37万 | 新建仓 |
| BALL | BALL CORP | $41.80万 | 0.02% | 7,071 | -69 | -1.0% | -$4,079 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $42.19万 | 0.02% | 11,478 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $42.40万 | 0.02% | 3,746 | 1,458 | 63.7% | $16.50万 | 重新持有 |
| SHOP | SHOPIFY INC | $42.49万 | 0.02% | 3,582 | 2,312 | 182.0% | $27.42万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $42.53万 | 0.02% | 3,903 | 1,468 | 60.3% | $16.00万 | 加仓 |