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 |
|---|---|---|---|---|---|---|---|---|
| EXEL | EXELIXIS INC | $42.60万 | 0.02% | 9,933 | 1 | 0.0% | $43 | 加仓 |
| AZN | ASTRAZENECA PLC | $42.85万 | 0.02% | 2,176 | 2,176 | — | $42.85万 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $42.99万 | 0.02% | 2,491 | -716 | -22.3% | -$12.36万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $43.04万 | 0.02% | 1,549 | 760 | 96.3% | $21.12万 | 加仓 |
| AZO | AUTOZONE INC | $43.57万 | 0.02% | 129 | 30 | 30.3% | $10.13万 | 加仓 |
| SMH | VANECK ETF TRUST | $43.98万 | 0.02% | 1,147 | 0 | 0.0% | — | 不变 |
| MEDP | MEDPACE HLDGS INC | $43.99万 | 0.02% | 916 | -35 | -3.7% | -$1.68万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $44.86万 | 0.02% | 7,149 | 721 | 11.2% | $4.52万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $44.88万 | 0.02% | 2,157 | 233 | 12.1% | $4.85万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $44.96万 | 0.02% | 2,197 | 281 | 14.7% | $5.75万 | 加仓 |
| EMR | EMERSON ELEC CO | $45.02万 | 0.02% | 3,436 | 469 | 15.8% | $6.14万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $45.29万 | 0.02% | 3,455 | 376 | 12.2% | $4.93万 | 加仓 |
| CSX | CSX CORP | $45.35万 | 0.02% | 11,048 | 1,941 | 21.3% | $7.97万 | 加仓 |
| IVE | ISHARES TR | $46.26万 | 0.03% | 2,191 | 150 | 7.3% | $3.17万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $46.38万 | 0.03% | 2,868 | 1,752 | 157.0% | $28.34万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $46.44万 | 0.03% | 9,900 | 0 | 0.0% | — | 不变 |
| RAMP | LIVERAMP HLDGS INC | $46.52万 | 0.03% | 17,543 | 2,505 | 16.7% | $6.64万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $46.57万 | 0.03% | 891 | 52 | 6.2% | $2.72万 | 加仓 |
| MPC | MARATHON PETE CORP | $46.59万 | 0.03% | 1,908 | 210 | 12.4% | $5.13万 | 加仓 |
| PFE | PFIZER INC | $46.76万 | 0.03% | 16,651 | 2,378 | 16.7% | $6.68万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $46.93万 | 0.03% | 9,684 | 1,333 | 16.0% | $6.46万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $47.26万 | 0.03% | 3,556 | -500 | -12.3% | -$6.64万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $48.10万 | 0.03% | 2,669 | 322 | 13.7% | $5.80万 | 加仓 |
| GMED | GLOBUS MED INC | $48.37万 | 0.03% | 5,614 | 498 | 9.7% | $4.29万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $48.82万 | 0.03% | 2,676 | 41 | 1.6% | $7,480 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $49.15万 | 0.03% | 8,327 | 1,854 | 28.6% | $10.94万 | 加仓 |
| SPGI | S&P GLOBAL INC | $49.42万 | 0.03% | 1,162 | 140 | 13.7% | $5.95万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $49.63万 | 0.03% | 1,632 | 235 | 16.8% | $7.15万 | 加仓 |
| RVTY | REVVITY INC | $49.87万 | 0.03% | 5,692 | -2 | -0.0% | -$175 | 减仓 |
| — | VANECK ETF TRUST | $49.96万 | 0.03% | 5,442 | 5,442 | — | $49.96万 | 新建仓 |
| BKR | BAKER HUGHES COMPANY | $50.14万 | 0.03% | 8,213 | -113 | -1.4% | -$6,899 | 减仓 |
| PAAS | PAN AMERN SILVER CORP | $50.33万 | 0.03% | 9,212 | 81 | 0.9% | $4,425 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $50.35万 | 0.03% | 2,577 | 447 | 21.0% | $8.73万 | 加仓 |
| DJCO | DAILY JOURNAL CORP | $50.36万 | 0.03% | 1,044 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $50.59万 | 0.03% | 12,976 | 1,396 | 12.1% | $5.44万 | 加仓 |
| CGNT | COGNYTE SOFTWARE LTD | $51.58万 | 0.03% | 63,679 | -635 | -1.0% | -$5,144 | 减仓 |
| LH | LABCORP HOLDINGS INC | $51.92万 | 0.03% | 1,946 | 38 | 2.0% | $1.01万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $52.26万 | 0.03% | 766 | 114 | 17.5% | $7.78万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $52.51万 | 0.03% | 4,277 | 1,939 | 82.9% | $23.81万 | 加仓 |
| SAP | SAP SE | $52.75万 | 0.03% | 3,081 | 731 | 31.1% | $12.52万 | 加仓 |
| MDT | MEDTRONIC PLC | $52.78万 | 0.03% | 6,043 | 553 | 10.1% | $4.83万 | 加仓 |
| BA | BOEING CO | $52.84万 | 0.03% | 2,655 | 232 | 9.6% | $4.62万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $53.58万 | 0.03% | 17,463 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $53.98万 | 0.03% | 4,110 | 561 | 15.8% | $7.37万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $54.52万 | 0.03% | 4,893 | 36 | 0.7% | $4,011 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $55.42万 | 0.03% | 7,649 | 428 | 5.9% | $3.10万 | 加仓 |
| CTRE | CARETRUST REIT INC | $56.59万 | 0.03% | 15,277 | 253 | 1.7% | $9,371 | 加仓 |
| USB | US BANCORP | $56.77万 | 0.03% | 10,807 | 369 | 3.5% | $1.94万 | 加仓 |
| PODD | INSULET CORP | $57.18万 | 0.03% | 2,725 | 136 | 5.3% | $2.85万 | 加仓 |
| GWW | WW GRAINGER INC | $57.45万 | 0.03% | 527 | 82 | 18.4% | $8.94万 | 加仓 |
| SGOV | ISHARES TR | $58.00万 | 0.03% | 5,762 | -9,636 | -62.6% | -$97.00万 | 减仓 |
| FDX | FEDEX CORP | $58.08万 | 0.03% | 1,624 | 399 | 32.6% | $14.27万 | 加仓 |
| INTU | INTUIT | $58.12万 | 0.03% | 1,344 | -2,884 | -68.2% | -$124.71万 | 减仓 |
| EOG | EOG RES INC | $58.61万 | 0.03% | 4,054 | 18 | 0.4% | $2,602 | 加仓 |
| APA | APA CORPORATION | $59.41万 | 0.03% | 13,998 | 13,998 | — | $59.41万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $60.32万 | 0.03% | 2,303 | 216 | 10.3% | $5.66万 | 加仓 |
| KLAC | KLA CORP | $60.66万 | 0.03% | 412 | 5 | 1.2% | $7,362 | 加仓 |
| VBK | VANGUARD INDEX FDS | $60.71万 | 0.03% | 2,008 | 157 | 8.5% | $4.75万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $60.86万 | 0.03% | 6,593 | 2,410 | 57.6% | $22.25万 | 加仓 |
| — | ADVISORSHARES TR | $60.94万 | 0.03% | 231,707 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $61.19万 | 0.03% | 3,095 | 1,225 | 65.5% | $24.22万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $61.20万 | 0.03% | 5,505 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $61.44万 | 0.03% | 1,376 | 208 | 17.8% | $9.29万 | 加仓 |
| SHEL | SHELL PLC | $61.48万 | 0.03% | 6,611 | 2,016 | 43.9% | $18.75万 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $61.68万 | 0.03% | 10,705 | -21 | -0.2% | -$1,210 | 减仓 |
| SBUX | STARBUCKS CORP | $62.27万 | 0.03% | 6,951 | 900 | 14.9% | $8.06万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $62.96万 | 0.03% | 18,776 | 534 | 2.9% | $1.79万 | 加仓 |
| CB | CHUBB LTD SWITZ | $63.12万 | 0.03% | 1,931 | 238 | 14.1% | $7.78万 | 加仓 |
| TOST | TOAST INC | $63.49万 | 0.03% | 23,949 | 1,029 | 4.5% | $2.73万 | 加仓 |
| ECL | ECOLAB INC | $63.57万 | 0.03% | 2,384 | 122 | 5.4% | $3.25万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $63.73万 | 0.03% | 5,372 | 913 | 20.5% | $10.83万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $63.89万 | 0.03% | 12,942 | 2,322 | 21.9% | $11.46万 | 加仓 |
| MMM | 3M CO | $64.00万 | 0.03% | 4,407 | -26 | -0.6% | -$3,776 | 减仓 |
| MCK | MCKESSON CORP | $65.39万 | 0.04% | 755 | 189 | 33.4% | $16.37万 | 加仓 |
| SYK | STRYKER CORPORATION | $65.43万 | 0.04% | 1,986 | 77 | 4.0% | $2.54万 | 加仓 |
| NVS | NOVARTIS AG | $65.48万 | 0.04% | 4,286 | 1,086 | 33.9% | $16.59万 | 加仓 |
| RBC | RBC BEARINGS INC | $66.21万 | 0.04% | 1,219 | -230 | -15.9% | -$12.49万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $66.24万 | 0.04% | 1,366 | 986 | 259.5% | $47.81万 | 加仓 |
| GLW | CORNING INC | $66.76万 | 0.04% | 4,910 | -8 | -0.2% | -$1,088 | 减仓 |
| — | HONEYWELL INTL INC | $67.40万 | 0.04% | 2,982 | 194 | 7.0% | $4.38万 | 加仓 |
| NKE | NIKE INC | $67.90万 | 0.04% | 12,756 | -516 | -3.9% | -$2.75万 | 减仓 |
| VO | VANGUARD INDEX FDS | $69.36万 | 0.04% | 2,415 | 147 | 6.5% | $4.22万 | 加仓 |
| SAFE | SAFEHOLD INC | $70.25万 | 0.04% | 51,252 | 0 | 0.0% | — | 不变 |
| KNF | KNIFE RIVER CORP | $70.72万 | 0.04% | 8,661 | 90 | 1.1% | $7,349 | 加仓 |
| DE | DEERE & CO | $71.80万 | 0.04% | 1,271 | 136 | 12.0% | $7.68万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $72.01万 | 0.04% | 7,354 | 0 | 0.0% | — | 不变 |
| MDU | MDU RES GROUP INC | $72.07万 | 0.04% | 34,549 | 268 | 0.8% | $5,590 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $72.15万 | 0.04% | 14,372 | 2,871 | 25.0% | $14.41万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $74.11万 | 0.04% | 12,607 | 7,664 | 155.0% | $45.05万 | 加仓 |
| MO | ALTRIA GROUP INC | $74.38万 | 0.04% | 11,093 | 1,257 | 12.8% | $8.43万 | 加仓 |
| C | CITIGROUP INC | $75.77万 | 0.04% | 6,681 | 879 | 15.1% | $9.97万 | 加仓 |
| IWR | ISHARES TR | $77.21万 | 0.04% | 7,941 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $77.71万 | 0.04% | 1,383 | 204 | 17.3% | $11.46万 | 加仓 |
| — | TCW ETF TRUST | $77.98万 | 0.04% | 28,350 | 28,350 | — | $77.98万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $78.74万 | 0.04% | 3,187 | 314 | 10.9% | $7.76万 | 加仓 |
| AMGN | AMGEN INC | $82.68万 | 0.04% | 2,350 | 325 | 16.0% | $11.43万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $82.73万 | 0.05% | 5,936 | 1,744 | 41.6% | $24.31万 | 加仓 |
| TMUS | T-MOBILE US INC | $82.96万 | 0.05% | 3,950 | 87 | 2.3% | $1.83万 | 加仓 |
| SILJ | AMPLIFY ETF TR | $83.00万 | 0.05% | 27,928 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $84.24万 | 0.05% | 4,339 | 494 | 12.8% | $9.59万 | 加仓 |