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 |
|---|---|---|---|---|---|---|---|---|
| INTC | INTEL CORP | $84.32万 | 0.05% | 19,107 | 134 | 0.7% | $5,914 | 加仓 |
| IJR | ISHARES TR | $84.67万 | 0.05% | 6,811 | -507 | -6.9% | -$6.30万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $84.68万 | 0.05% | 2,169 | 1,019 | 88.6% | $39.78万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $85.01万 | 0.05% | 3,142 | -30 | -0.9% | -$8,117 | 减仓 |
| NBSD | NEUBERGER BERMAN ETF TRUST | $87.69万 | 0.05% | 17,293 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $89.81万 | 0.05% | 30,978 | 4,538 | 17.2% | $13.16万 | 加仓 |
| IEMG | ISHARES INC | $89.92万 | 0.05% | 12,892 | 1,500 | 13.2% | $10.46万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $91.10万 | 0.05% | 13,146 | -19 | -0.1% | -$1,317 | 减仓 |
| ADBE | ADOBE INC | $91.69万 | 0.05% | 3,772 | 1,182 | 45.6% | $28.73万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $92.88万 | 0.05% | 12,912 | -8,781 | -40.5% | -$63.16万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $93.63万 | 0.05% | 5,840 | 1,633 | 38.8% | $26.18万 | 加仓 |
| WMB | WILLIAMS COS INC | $95.18万 | 0.05% | 13,078 | 518 | 4.1% | $3.77万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $96.09万 | 0.05% | 4,846 | -39 | -0.8% | -$7,733 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $98.62万 | 0.05% | 7,532 | 447 | 6.3% | $5.85万 | 加仓 |
| CRM | SALESFORCE INC | $99.50万 | 0.05% | 5,330 | 620 | 13.2% | $11.57万 | 加仓 |
| CI | THE CIGNA GROUP | $100.61万 | 0.05% | 3,772 | -4,145 | -52.4% | -$110.56万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $101.27万 | 0.06% | 10,903 | 1,625 | 17.5% | $15.09万 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $101.55万 | 0.06% | 9,308 | 262 | 2.9% | $2.86万 | 加仓 |
| ECG | EVERUS CONSTR GROUP | $101.86万 | 0.06% | 8,628 | 7 | 0.1% | $826 | 加仓 |
| LOW | LOWES COS INC | $102.71万 | 0.06% | 4,347 | 248 | 6.1% | $5.86万 | 加仓 |
| ILF | ISHARES TR | $103.27万 | 0.06% | 29,074 | 29,074 | — | $103.27万 | 新建仓 |
| ASML | ASML HLDG NV | $105.40万 | 0.06% | 798 | 447 | 127.4% | $59.04万 | 加仓 |
| DIS | DISNEY WALT CO | $105.98万 | 0.06% | 10,997 | -405 | -3.6% | -$3.90万 | 减仓 |
| DHR | DANAHER CORP DEL | $106.18万 | 0.06% | 5,590 | -186 | -3.2% | -$3.53万 | 减仓 |
| PSX | PHILLIPS 66 | $107.65万 | 0.06% | 5,909 | 366 | 6.6% | $6.67万 | 加仓 |
| VGT | VANGUARD WORLD FD | $107.94万 | 0.06% | 1,547 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $108.40万 | 0.06% | 2,491 | 91 | 3.8% | $3.96万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $108.63万 | 0.06% | 258 | 25 | 10.7% | $10.53万 | 加仓 |
| IEFA | ISHARES TR | $109.02万 | 0.06% | 12,042 | -735 | -5.8% | -$6.65万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $109.67万 | 0.06% | 11,670 | 1,061 | 10.0% | $9.97万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $110.82万 | 0.06% | 10,793 | -1,594 | -12.9% | -$16.37万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $112.24万 | 0.06% | 2,860 | -847 | -22.8% | -$33.24万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $112.80万 | 0.06% | 5,150 | 46 | 0.9% | $1.01万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $113.36万 | 0.06% | 29,957 | -1,026 | -3.3% | -$3.88万 | 减仓 |
| PGR | PROGRESSIVE CORP | $114.11万 | 0.06% | 5,756 | -7 | -0.1% | -$1,388 | 减仓 |
| APH | AMPHENOL CORP | $114.93万 | 0.06% | 9,078 | 825 | 10.0% | $10.44万 | 加仓 |
| IDEV | ISHARES TR | $116.86万 | 0.06% | 13,983 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $117.23万 | 0.06% | 1,219 | 13 | 1.1% | $1.25万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $117.42万 | 0.06% | 3,882 | 276 | 7.7% | $8.35万 | 加仓 |
| IAU | ISHARES GOLD TR | $117.55万 | 0.06% | 13,334 | 334 | 2.6% | $2.94万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $118.80万 | 0.06% | 19,392 | -537 | -2.7% | -$3.29万 | 减仓 |
| CPNG | COUPANG INC | $120.90万 | 0.07% | 64,037 | 1,585 | 2.5% | $2.99万 | 加仓 |
| PII | POLARIS INC | $122.61万 | 0.07% | 22,498 | -32 | -0.1% | -$1,744 | 减仓 |
| WM | WASTE MGMT INC DEL | $122.89万 | 0.07% | 5,348 | 366 | 7.3% | $8.41万 | 加仓 |
| QQQ | INVESCO QQQ TR | $123.36万 | 0.07% | 2,137 | -60 | -2.7% | -$3.46万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $123.98万 | 0.07% | 5,115 | 474 | 10.2% | $11.49万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $125.14万 | 0.07% | 8,664 | 382 | 4.6% | $5.52万 | 加仓 |
| CAT | CATERPILLAR INC | $125.90万 | 0.07% | 1,777 | 334 | 23.1% | $23.66万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $126.08万 | 0.07% | 2,086 | 136 | 7.0% | $8.22万 | 加仓 |
| CRI | CARTERS INC | $126.09万 | 0.07% | 35,260 | -35,644 | -50.3% | -$127.46万 | 减仓 |
| IJH | ISHARES TR | $126.11万 | 0.07% | 18,675 | -4,412 | -19.1% | -$29.79万 | 减仓 |
| MS | MORGAN STANLEY | $126.23万 | 0.07% | 7,670 | 1,202 | 18.6% | $19.78万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $127.07万 | 0.07% | 20,951 | 196 | 0.9% | $1.19万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $129.23万 | 0.07% | 6,009 | -118 | -1.9% | -$2.54万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $131.77万 | 0.07% | 9,008 | 1,336 | 17.4% | $19.54万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $134.61万 | 0.07% | 6,617 | 633 | 10.6% | $12.88万 | 加仓 |
| LBRT | LIBERTY ENERGY INC | $134.96万 | 0.07% | 46,860 | 46,860 | — | $134.96万 | 新建仓 |
| ORCL | ORACLE CORP | $135.91万 | 0.07% | 9,238 | 2,128 | 29.9% | $31.31万 | 加仓 |
| ADI | ANALOG DEVICES INC | $136.00万 | 0.07% | 4,275 | -51 | -1.2% | -$1.62万 | 减仓 |
| F | FORD MTR CO | $136.04万 | 0.07% | 117,882 | 4,945 | 4.4% | $5.71万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $141.69万 | 0.08% | 2,994 | 127 | 4.4% | $6.01万 | 加仓 |
| COP | CONOCOPHILLIPS | $141.77万 | 0.08% | 10,740 | 1,244 | 13.1% | $16.42万 | 加仓 |
| CMI | CUMMINS INC | $141.93万 | 0.08% | 2,638 | 23 | 0.9% | $1.24万 | 加仓 |
| LIN | LINDE PLC | $144.66万 | 0.08% | 2,918 | 233 | 8.7% | $11.55万 | 加仓 |
| EVR | EVERCORE INC | $146.03万 | 0.08% | 4,892 | 79 | 1.6% | $2.36万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $146.44万 | 0.08% | 1,731 | -17 | -1.0% | -$1.44万 | 减仓 |
| NOW | SERVICENOW INC | $146.56万 | 0.08% | 14,018 | 5,006 | 55.5% | $52.34万 | 加仓 |
| KO | COCA COLA CO | $147.40万 | 0.08% | 19,251 | 2,049 | 11.9% | $15.69万 | 加仓 |
| IWD | ISHARES TR | $148.84万 | 0.08% | 6,966 | 34 | 0.5% | $7,265 | 加仓 |
| BX | BLACKSTONE INC | $150.36万 | 0.08% | 13,076 | -127 | -1.0% | -$1.46万 | 减仓 |
| IWM | ISHARES TR | $159.41万 | 0.09% | 6,428 | 125 | 2.0% | $3.10万 | 加仓 |
| FRDM | EA SERIES TRUST | $160.55万 | 0.09% | 29,257 | -265 | -0.9% | -$1.45万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $161.25万 | 0.09% | 9,671 | 1,127 | 13.2% | $18.79万 | 加仓 |
| AMAT | APPLIED MATLS INC | $161.36万 | 0.09% | 4,721 | -67 | -1.4% | -$2.29万 | 减仓 |
| IVW | ISHARES TR | $162.26万 | 0.09% | 14,345 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $174.81万 | 0.10% | 4,007 | -27 | -0.7% | -$1.18万 | 减仓 |
| AVPT | AVEPOINT INC | $178.31万 | 0.10% | 187,493 | 187,493 | — | $178.31万 | 新建仓 |
| ETN | EATON CORP PLC | $185.56万 | 0.10% | 5,188 | 720 | 16.1% | $25.75万 | 加仓 |
| QCOM | QUALCOMM INC | $188.81万 | 0.10% | 14,661 | 2,975 | 25.5% | $38.31万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $196.39万 | 0.11% | 79,348 | 2,113 | 2.7% | $5.23万 | 加仓 |
| PAGP | PLAINS GP HLDGS L P | $196.41万 | 0.11% | 80,894 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $196.98万 | 0.11% | 70,728 | 3,243 | 4.8% | $9.03万 | 加仓 |
| FOXF | FOX FACTORY HLDG CORP | $198.04万 | 0.11% | 120,316 | 25,682 | 27.1% | $42.27万 | 加仓 |
| WHR | WHIRLPOOL CORP | $208.65万 | 0.11% | 38,697 | 25,663 | 196.9% | $138.37万 | 加仓 |
| UNP | UNION PAC CORP | $213.12万 | 0.12% | 8,784 | 255 | 3.0% | $6.19万 | 加仓 |
| SUB | ISHARES TR | $215.32万 | 0.12% | 20,218 | -17,897 | -47.0% | -$190.60万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $217.24万 | 0.12% | 10,158 | 2,015 | 24.7% | $43.09万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $219.57万 | 0.12% | 4,763 | 137 | 3.0% | $6.32万 | 加仓 |
| BAC | BANK AMERICA CORP | $223.49万 | 0.12% | 45,844 | 1,908 | 4.3% | $9.30万 | 加仓 |
| MCD | MCDONALDS CORP | $226.64万 | 0.12% | 7,293 | 323 | 4.6% | $10.04万 | 加仓 |
| TJX | TJX COS INC NEW | $226.85万 | 0.12% | 14,205 | 685 | 5.1% | $10.94万 | 加仓 |
| CSCO | CISCO SYS INC | $229.05万 | 0.12% | 29,520 | 3,156 | 12.0% | $24.49万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $236.79万 | 0.13% | 27,782 | 1,659 | 6.4% | $14.14万 | 加仓 |
| IVV | ISHARES TR | $238.14万 | 0.13% | 3,646 | -102 | -2.7% | -$6.66万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $241.77万 | 0.13% | 4,914 | 37 | 0.8% | $1.82万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $248.28万 | 0.14% | 7,346 | 885 | 13.7% | $29.91万 | 加仓 |
| RTX | RTX CORPORATION | $265.76万 | 0.14% | 13,777 | 1,092 | 8.6% | $21.06万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $273.09万 | 0.15% | 108,801 | 492 | 0.5% | $1.23万 | 加仓 |
| IWF | ISHARES TR | $276.59万 | 0.15% | 6,487 | -575 | -8.1% | -$24.52万 | 减仓 |
| CTAS | CINTAS CORP | $277.42万 | 0.15% | 16,402 | 249 | 1.5% | $4.21万 | 加仓 |