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 |
|---|---|---|---|---|---|---|---|---|
| MGK | VANGUARD WORLD FD | $2.10亿 | 11.42% | 571,184 | -18,272 | -3.1% | -$671.39万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $2.04亿 | 11.08% | 1,472,738 | 43,807 | 3.1% | $605.94万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $1.27亿 | 6.89% | 1,643,243 | 250,388 | 18.0% | $1,930.74万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $1.24亿 | 6.77% | 2,198,037 | 125,407 | 6.1% | $709.55万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $9,816.22万 | 5.34% | 164,274 | 1,586 | 1.0% | $94.77万 | 加仓 |
| MUB | ISHARES TR | $8,147.38万 | 4.43% | 767,535 | 64,588 | 9.2% | $685.60万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $6,873.91万 | 3.74% | 2,359,736 | 22,911 | 1.0% | $66.74万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $6,432.69万 | 3.50% | 780,382 | 43,000 | 5.8% | $354.45万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $4,874.91万 | 2.65% | 248,466 | -5,665 | -2.2% | -$111.15万 | 减仓 |
| AAPL | APPLE INC | $4,628.11万 | 2.52% | 182,360 | 14,521 | 8.7% | $368.53万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3,602.95万 | 1.96% | 55,248 | 35 | 0.1% | $2.28万 | 加仓 |
| MSFT | MICROSOFT CORP | $3,593.06万 | 1.95% | 97,065 | -1,107 | -1.1% | -$40.98万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,956.94万 | 1.61% | 169,540 | 20,611 | 13.8% | $359.48万 | 加仓 |
| EWJ | ISHARES INC | $2,884.94万 | 1.57% | 341,655 | 14,910 | 4.6% | $125.90万 | 加仓 |
| SJNK | SPDR SERIES TRUST | $2,718.71万 | 1.48% | 1,088,356 | 71,186 | 7.0% | $177.82万 | 加仓 |
| URTH | ISHARES INC | $2,118.85万 | 1.15% | 117,701 | -4,685 | -3.8% | -$84.34万 | 减仓 |
| AMZN | AMAZON COM INC | $2,080.12万 | 1.13% | 99,876 | 20,095 | 25.2% | $418.52万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,823.46万 | 0.99% | 123,124 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $1,819.66万 | 0.99% | 63,279 | 14,621 | 30.0% | $420.44万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,671.59万 | 0.91% | 52,105 | -4,201 | -7.5% | -$134.77万 | 减仓 |
| IXUS | ISHARES TR | $1,546.60万 | 0.84% | 178,509 | -3,976 | -2.2% | -$34.45万 | 减仓 |
| GOOG | ALPHABET INC | $1,512.03万 | 0.82% | 52,710 | 3,960 | 8.1% | $113.60万 | 加仓 |
| AVGO | BROADCOM INC | $1,327.30万 | 0.72% | 42,884 | 3,607 | 9.2% | $111.64万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,191.24万 | 0.65% | 24,859 | 2,452 | 10.9% | $117.50万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,130.55万 | 0.62% | 25,883 | -52 | -0.2% | -$2.27万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,074.61万 | 0.58% | 10,785 | 644 | 6.4% | $64.17万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,050.69万 | 0.57% | 35,718 | 1,778 | 5.2% | $52.30万 | 加仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $908.35万 | 0.49% | 445,052 | 35,072 | 8.6% | $71.58万 | 加仓 |
| PFF | ISHARES TR | $865.77万 | 0.47% | 285,545 | 23,002 | 8.8% | $69.74万 | 加仓 |
| META | META PLATFORMS INC | $827.75万 | 0.45% | 14,468 | 1,470 | 11.3% | $84.10万 | 加仓 |
| V | VISA INC | $827.40万 | 0.45% | 27,376 | 1,583 | 6.1% | $47.84万 | 加仓 |
| SHY | ISHARES TR | $784.03万 | 0.43% | 94,954 | -14,672 | -13.4% | -$121.15万 | 减仓 |
| IDV | ISHARES TR | $774.59万 | 0.42% | 182,000 | 0 | 0.0% | — | 不变 |
| TLH | ISHARES TR | $712.92万 | 0.39% | 70,782 | 5,376 | 8.2% | $54.15万 | 加仓 |
| LLY | ELI LILLY & CO | $685.96万 | 0.37% | 7,458 | 732 | 10.9% | $67.33万 | 加仓 |
| EFA | ISHARES TR | $676.83万 | 0.37% | 69,683 | 111 | 0.2% | $1.08万 | 加仓 |
| TSLA | TESLA INC | $645.99万 | 0.35% | 17,377 | 5,816 | 50.3% | $216.21万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $545.68万 | 0.30% | 85,156 | 3,913 | 4.8% | $25.07万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $540.21万 | 0.29% | 15,942 | -578 | -3.5% | -$19.59万 | 减仓 |
| — | EXXON MOBIL CORP | $534.93万 | 0.29% | 31,530 | 2,754 | 9.6% | $46.72万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $496.23万 | 0.27% | 20,301 | 1,310 | 6.9% | $32.02万 | 加仓 |
| MRK | MERCK & CO INC | $455.27万 | 0.25% | 37,583 | 3,138 | 9.1% | $38.01万 | 加仓 |
| ABBV | ABBVIE INC | $451.83万 | 0.25% | 20,775 | 412 | 2.0% | $8.96万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $435.60万 | 0.24% | 8,718 | 866 | 11.0% | $43.27万 | 加仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $430.54万 | 0.23% | 192,807 | 192,807 | — | $430.54万 | 新建仓 |
| HD | HOME DEPOT INC | $423.15万 | 0.23% | 12,866 | -687 | -5.1% | -$22.59万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $414.66万 | 0.23% | 44,000 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $403.49万 | 0.22% | 50,683 | 2,116 | 4.4% | $16.85万 | 加仓 |
| GLD | SPDR GOLD TR | $401.01万 | 0.22% | 9,320 | 7,137 | 326.9% | $307.08万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $389.53万 | 0.21% | 12,152 | 46 | 0.4% | $1.47万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $380.41万 | 0.21% | 30,321 | 219 | 0.7% | $2.75万 | 加仓 |
| GE | GE AEROSPACE | $375.46万 | 0.20% | 13,209 | 1,487 | 12.7% | $42.27万 | 加仓 |
| PWR | QUANTA SVCS INC | $373.99万 | 0.20% | 6,812 | -79 | -1.1% | -$4.34万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $370.18万 | 0.20% | 68,488 | 161 | 0.2% | $8,702 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $359.07万 | 0.20% | 5 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $326.59万 | 0.18% | 15,785 | 2,694 | 20.6% | $55.74万 | 加仓 |
| WMT | WALMART INC | $307.85万 | 0.17% | 24,725 | 2,926 | 13.4% | $36.43万 | 加仓 |
| PEP | PEPSICO INC | $300.75万 | 0.16% | 19,367 | 511 | 2.7% | $7.94万 | 加仓 |
| GEV | GE VERNOVA INC | $295.56万 | 0.16% | 3,384 | 236 | 7.5% | $20.61万 | 加仓 |
| NFLX | NETFLIX INC. | $277.84万 | 0.15% | 28,897 | 2,282 | 8.6% | $21.94万 | 加仓 |
| CTAS | CINTAS CORP | $277.42万 | 0.15% | 16,402 | 249 | 1.5% | $4.21万 | 加仓 |
| IWF | ISHARES TR | $276.59万 | 0.15% | 6,487 | -575 | -8.1% | -$24.52万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $273.09万 | 0.15% | 108,801 | 492 | 0.5% | $1.23万 | 加仓 |
| RTX | RTX CORPORATION | $265.76万 | 0.14% | 13,777 | 1,092 | 8.6% | $21.06万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $248.28万 | 0.14% | 7,346 | 885 | 13.7% | $29.91万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $241.77万 | 0.13% | 4,914 | 37 | 0.8% | $1.82万 | 加仓 |
| IVV | ISHARES TR | $238.14万 | 0.13% | 3,646 | -102 | -2.7% | -$6.66万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $236.79万 | 0.13% | 27,782 | 1,659 | 6.4% | $14.14万 | 加仓 |
| CSCO | CISCO SYS INC | $229.05万 | 0.12% | 29,520 | 3,156 | 12.0% | $24.49万 | 加仓 |
| TJX | TJX COS INC NEW | $226.85万 | 0.12% | 14,205 | 685 | 5.1% | $10.94万 | 加仓 |
| MCD | MCDONALDS CORP | $226.64万 | 0.12% | 7,293 | 323 | 4.6% | $10.04万 | 加仓 |
| BAC | BANK AMERICA CORP | $223.49万 | 0.12% | 45,844 | 1,908 | 4.3% | $9.30万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $219.57万 | 0.12% | 4,763 | 137 | 3.0% | $6.32万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $217.24万 | 0.12% | 10,158 | 2,015 | 24.7% | $43.09万 | 加仓 |
| SUB | ISHARES TR | $215.32万 | 0.12% | 20,218 | -17,897 | -47.0% | -$190.60万 | 减仓 |
| UNP | UNION PAC CORP | $213.12万 | 0.12% | 8,784 | 255 | 3.0% | $6.19万 | 加仓 |
| WHR | WHIRLPOOL CORP | $208.65万 | 0.11% | 38,697 | 25,663 | 196.9% | $138.37万 | 加仓 |
| FOXF | FOX FACTORY HLDG CORP | $198.04万 | 0.11% | 120,316 | 25,682 | 27.1% | $42.27万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $196.98万 | 0.11% | 70,728 | 3,243 | 4.8% | $9.03万 | 加仓 |
| PAGP | PLAINS GP HLDGS L P | $196.41万 | 0.11% | 80,894 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $196.39万 | 0.11% | 79,348 | 2,113 | 2.7% | $5.23万 | 加仓 |
| QCOM | QUALCOMM INC | $188.81万 | 0.10% | 14,661 | 2,975 | 25.5% | $38.31万 | 加仓 |
| ETN | EATON CORP PLC | $185.56万 | 0.10% | 5,188 | 720 | 16.1% | $25.75万 | 加仓 |
| AVPT | AVEPOINT INC | $178.31万 | 0.10% | 187,493 | 187,493 | — | $178.31万 | 新建仓 |
| MCO | MOODYS CORP | $174.81万 | 0.10% | 4,007 | -27 | -0.7% | -$1.18万 | 减仓 |
| IVW | ISHARES TR | $162.26万 | 0.09% | 14,345 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $161.36万 | 0.09% | 4,721 | -67 | -1.4% | -$2.29万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $161.25万 | 0.09% | 9,671 | 1,127 | 13.2% | $18.79万 | 加仓 |
| FRDM | EA SERIES TRUST | $160.55万 | 0.09% | 29,257 | -265 | -0.9% | -$1.45万 | 减仓 |
| IWM | ISHARES TR | $159.41万 | 0.09% | 6,428 | 125 | 2.0% | $3.10万 | 加仓 |
| BX | BLACKSTONE INC | $150.36万 | 0.08% | 13,076 | -127 | -1.0% | -$1.46万 | 减仓 |
| IWD | ISHARES TR | $148.84万 | 0.08% | 6,966 | 34 | 0.5% | $7,265 | 加仓 |
| KO | COCA COLA CO | $147.40万 | 0.08% | 19,251 | 2,049 | 11.9% | $15.69万 | 加仓 |
| NOW | SERVICENOW INC | $146.56万 | 0.08% | 14,018 | 5,006 | 55.5% | $52.34万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $146.44万 | 0.08% | 1,731 | -17 | -1.0% | -$1.44万 | 减仓 |
| EVR | EVERCORE INC | $146.03万 | 0.08% | 4,892 | 79 | 1.6% | $2.36万 | 加仓 |
| LIN | LINDE PLC | $144.66万 | 0.08% | 2,918 | 233 | 8.7% | $11.55万 | 加仓 |
| CMI | CUMMINS INC | $141.93万 | 0.08% | 2,638 | 23 | 0.9% | $1.24万 | 加仓 |
| COP | CONOCOPHILLIPS | $141.77万 | 0.08% | 10,740 | 1,244 | 13.1% | $16.42万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $141.69万 | 0.08% | 2,994 | 127 | 4.4% | $6.01万 | 加仓 |