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 |
|---|---|---|---|---|---|---|---|---|
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $0 | 0.00% | 0 | -18,148 | -100.0% | -$124.06万 | 清仓 |
| — | CYBERARK SOFTWARE LTD | $0 | 0.00% | 0 | -1,066 | -100.0% | -$47.55万 | 清仓 |
| AVAV | AEROVIRONMENT INC | $0 | 0.00% | 0 | -1,915 | -100.0% | -$46.32万 | 清仓 |
| SE | SEA LTD | $0 | 0.00% | 0 | -3,020 | -100.0% | -$38.53万 | 清仓 |
| VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FICO | FAIR ISAAC CORP | $0 | 0.00% | 0 | -190 | -100.0% | -$32.12万 | 清仓 |
| SOXQ | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -4,775 | -100.0% | -$26.63万 | 清仓 |
| QLYS | QUALYS INC | $0 | 0.00% | 0 | -1,850 | -100.0% | -$24.59万 | 清仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $0 | 0.00% | 0 | -3,948 | -100.0% | -$23.20万 | 清仓 |
| SPSC | SPS COMM INC | $0 | 0.00% | 0 | -2,549 | -100.0% | -$22.72万 | 清仓 |
| MANH | MANHATTAN ASSOCIATES INC | $0 | 0.00% | 0 | -1,278 | -100.0% | -$22.15万 | 清仓 |
| HEI | HEICO CORP NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FDS | FACTSET RESH SYS INC | $0 | 0.00% | 0 | -756 | -100.0% | -$21.94万 | 清仓 |
| AON | AON PLC | $0 | 0.00% | 0 | -613 | -100.0% | -$21.63万 | 清仓 |
| HPQ | HP INC | $0 | 0.00% | 0 | -9,554 | -100.0% | -$21.57万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -1,170 | -100.0% | -$21.50万 | 清仓 |
| AXON | AXON ENTERPRISE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MRSH | MARSH & MCLENNAN COS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| QYLD | GLOBAL X FDS | $0 | 0.00% | 0 | -11,811 | -100.0% | -$20.87万 | 清仓 |
| MET | METLIFE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MORN | MORNINGSTAR INC | $0 | 0.00% | 0 | -929 | -100.0% | -$20.19万 | 清仓 |
| SKYY | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -1,350 | -100.0% | -$17.56万 | 清仓 |
| — | ARES MANAGEMENT CORPORATION | $0 | 0.00% | 0 | -3,200 | -100.0% | -$16.37万 | 清仓 |
| IWC | ISHARES TR | $0 | 0.00% | 0 | -944 | -100.0% | -$14.89万 | 清仓 |
| AIQ | GLOBAL X FDS | $0 | 0.00% | 0 | -1,165 | -100.0% | -$5.93万 | 清仓 |
| CWB | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PAVE | GLOBAL X FDS | $0 | 0.00% | 0 | -1,140 | -100.0% | -$5.49万 | 清仓 |
| XSW | SPDR SERIES TRUST | $0 | 0.00% | 0 | -250 | -100.0% | -$4.68万 | 清仓 |
| CIBR | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -625 | -100.0% | -$4.47万 | 清仓 |
| BBRE | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -440 | -100.0% | -$4.07万 | 清仓 |
| XYLD | GLOBAL X FDS | $0 | 0.00% | 0 | -500 | -100.0% | -$2.03万 | 清仓 |
| — | GLOBAL X FDS | $0 | 0.00% | 0 | -536 | -100.0% | -$1.86万 | 清仓 |
| — | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -1,166 | -100.0% | -$1.83万 | 清仓 |
| — | GLOBAL X FDS | $0 | 0.00% | 0 | -529 | -100.0% | -$1.27万 | 清仓 |
| VLUE | ISHARES TR | $0 | 0.00% | 0 | -89 | -100.0% | -$1.22万 | 清仓 |
| HEI/A | HEICO CORP NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GAL | SSGA ACTIVE ETF TR | $248 | 0.00% | 5 | -2 | -28.6% | -$99 | 减仓 |
| VDC | VANGUARD WORLD FD | $1,348 | 0.00% | 6 | 6 | — | $1,348 | 新建仓 |
| VPU | VANGUARD WORLD FD | $1,387 | 0.00% | 7 | -481 | -98.6% | -$9.53万 | 减仓 |
| BBMC | J P MORGAN EXCHANGE TRADED F | $1,518 | 0.00% | 14 | 14 | — | $1,518 | 新建仓 |
| IAGG | ISHARES TR | $2,052 | 0.00% | 41 | 41 | — | $2,052 | 新建仓 |
| STIP | ISHARES TR | $2,069 | 0.00% | 20 | 20 | — | $2,069 | 新建仓 |
| VHT | VANGUARD WORLD FD | $2,179 | 0.00% | 8 | 4 | 100.0% | $1,090 | 加仓 |
| SMIN | ISHARES TR | $2,458 | 0.00% | 41 | 41 | — | $2,458 | 新建仓 |
| EWT | ISHARES INC | $2,624 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| IAT | ISHARES TR | $3,177 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| EIS | ISHARES INC | $3,365 | 0.00% | 29 | 29 | — | $3,365 | 新建仓 |
| MSOS | ADVISORSHARES TR | $4,260 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES TR | $5,284 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| — | GOSSAMER BIO INC | $6,570 | 0.00% | 20,000 | 20,000 | — | $6,570 | 新建仓 |
| BBAX | J P MORGAN EXCHANGE TRADED F | $6,897 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| AVDE | AMERICAN CENTY ETF TR | $7,211 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| MOO | VANECK ETF TRUST | $8,450 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | ALIGHT INC | $8,974 | 0.00% | 15,400 | 15,400 | — | $8,974 | 新建仓 |
| — | DEFI TECHNOLOGIES INC | $1.10万 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| CWI | SPDR INDEX SHS FDS | $1.12万 | 0.00% | 305 | 0 | 0.0% | — | 不变 |
| IGE | ISHARES TR | $1.29万 | 0.00% | 205 | 205 | — | $1.29万 | 新建仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $1.73万 | 0.00% | 177 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $1.73万 | 0.00% | 559 | 0 | 0.0% | — | 不变 |
| KBE | SPDR SERIES TRUST | $1.80万 | 0.00% | 302 | 302 | — | $1.80万 | 新建仓 |
| IEF | ISHARES TR | $1.87万 | 0.00% | 196 | -614 | -75.8% | -$5.86万 | 减仓 |
| MOAT | VANECK ETF TRUST | $1.90万 | 0.00% | 196 | 0 | 0.0% | — | 不变 |
| HYGV | FLEXSHARES TR | $1.90万 | 0.00% | 475 | 475 | — | $1.90万 | 新建仓 |
| SCHC | SCHWAB STRATEGIC TR | $1.96万 | 0.00% | 420 | 420 | — | $1.96万 | 新建仓 |
| IUSG | ISHARES TR | $2.19万 | 0.00% | 141 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $2.27万 | 0.00% | 400 | -3,573 | -89.9% | -$20.25万 | 减仓 |
| IGIB | ISHARES TR | $2.53万 | 0.00% | 475 | 0 | 0.0% | — | 不变 |
| BWX | SPDR SERIES TRUST | $2.59万 | 0.00% | 1,180 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $2.66万 | 0.00% | 300 | 77 | 34.5% | $6,827 | 加仓 |
| SMMD | ISHARES TR | $2.73万 | 0.00% | 358 | 215 | 150.3% | $1.64万 | 加仓 |
| — | NEXTERA ENERGY INC | $2.90万 | 0.00% | 552 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $2.92万 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $2.98万 | 0.00% | 296 | 296 | — | $2.98万 | 新建仓 |
| OEF | ISHARES TR | $2.99万 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $3.22万 | 0.00% | 1,109 | 499 | 81.8% | $1.45万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $3.34万 | 0.00% | 934 | 934 | — | $3.34万 | 新建仓 |
| IWB | ISHARES TR | $3.35万 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $3.36万 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $3.44万 | 0.00% | 115 | 28 | 32.2% | $8,368 | 加仓 |
| EWY | ISHARES INC | $3.49万 | 0.00% | 284 | 284 | — | $3.49万 | 新建仓 |
| IBB | ISHARES TR | $3.50万 | 0.00% | 207 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL ETF TRUST | $3.57万 | 0.00% | 1,054 | 1,054 | — | $3.57万 | 新建仓 |
| SCZ | ISHARES TR | $3.63万 | 0.00% | 463 | 228 | 97.0% | $1.79万 | 加仓 |
| ABEV | AMBEV SA | $3.98万 | 0.00% | 13,596 | 13,596 | — | $3.98万 | 新建仓 |
| IYM | ISHARES TR | $4.08万 | 0.00% | 232 | 232 | — | $4.08万 | 新建仓 |
| DFLV | DIMENSIONAL ETF TRUST | $4.10万 | 0.00% | 1,147 | 1,147 | — | $4.10万 | 新建仓 |
| DISV | DIMENSIONAL ETF TRUST | $4.10万 | 0.00% | 1,041 | 1,041 | — | $4.10万 | 新建仓 |
| IWV | ISHARES TR | $4.37万 | 0.00% | 118 | 118 | — | $4.37万 | 新建仓 |
| HYLN | HYLIION HOLDINGS CORP | $4.40万 | 0.00% | 25,000 | 25,000 | — | $4.40万 | 新建仓 |
| GNR | SPDR INDEX SHS FDS | $4.67万 | 0.00% | 625 | 625 | — | $4.67万 | 新建仓 |
| IJT | ISHARES TR | $4.92万 | 0.00% | 340 | 140 | 70.0% | $2.03万 | 加仓 |
| MGV | VANGUARD WORLD FD | $5.15万 | 0.00% | 355 | 0 | 0.0% | — | 不变 |
| — | SWVL HOLDINGS CORP | $5.22万 | 0.00% | 37,000 | 37,000 | — | $5.22万 | 新建仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $5.33万 | 0.00% | 774 | 0 | 0.0% | — | 不变 |
| DFIS | DIMENSIONAL ETF TRUST | $5.34万 | 0.00% | 1,586 | 1,089 | 219.1% | $3.67万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $5.51万 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| — | 1STDIBS COM INC | $5.61万 | 0.00% | 10,208 | 0 | 0.0% | — | 不变 |
| XLRE | SELECT SECTOR SPDR TR | $5.88万 | 0.00% | 1,440 | 1,277 | 783.4% | $5.22万 | 加仓 |
| SCHK | SCHWAB STRATEGIC TR | $6.27万 | 0.00% | 2,000 | 2,000 | — | $6.27万 | 新建仓 |
| EEM | ISHARES TR | $6.66万 | 0.00% | 1,173 | 102 | 9.5% | $5,793 | 加仓 |