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 |
|---|---|---|---|---|---|---|---|---|
| — | ADVISORSHARES TR | $60.94万 | 0.03% | 231,707 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $60.86万 | 0.03% | 6,593 | 2,410 | 57.6% | $22.25万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $60.71万 | 0.03% | 2,008 | 157 | 8.5% | $4.75万 | 加仓 |
| KLAC | KLA CORP | $60.66万 | 0.03% | 412 | 5 | 1.2% | $7,362 | 加仓 |
| VB | VANGUARD INDEX FDS | $60.32万 | 0.03% | 2,303 | 216 | 10.3% | $5.66万 | 加仓 |
| APA | APA CORPORATION | $59.41万 | 0.03% | 13,998 | 13,998 | — | $59.41万 | 新建仓 |
| EOG | EOG RES INC | $58.61万 | 0.03% | 4,054 | 18 | 0.4% | $2,602 | 加仓 |
| INTU | INTUIT | $58.12万 | 0.03% | 1,344 | -2,884 | -68.2% | -$124.71万 | 减仓 |
| FDX | FEDEX CORP | $58.08万 | 0.03% | 1,624 | 399 | 32.6% | $14.27万 | 加仓 |
| SGOV | ISHARES TR | $58.00万 | 0.03% | 5,762 | -9,636 | -62.6% | -$97.00万 | 减仓 |
| GWW | WW GRAINGER INC | $57.45万 | 0.03% | 527 | 82 | 18.4% | $8.94万 | 加仓 |
| PODD | INSULET CORP | $57.18万 | 0.03% | 2,725 | 136 | 5.3% | $2.85万 | 加仓 |
| USB | US BANCORP | $56.77万 | 0.03% | 10,807 | 369 | 3.5% | $1.94万 | 加仓 |
| CTRE | CARETRUST REIT INC | $56.59万 | 0.03% | 15,277 | 253 | 1.7% | $9,371 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $55.42万 | 0.03% | 7,649 | 428 | 5.9% | $3.10万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $54.52万 | 0.03% | 4,893 | 36 | 0.7% | $4,011 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $53.98万 | 0.03% | 4,110 | 561 | 15.8% | $7.37万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $53.58万 | 0.03% | 17,463 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $52.84万 | 0.03% | 2,655 | 232 | 9.6% | $4.62万 | 加仓 |
| MDT | MEDTRONIC PLC | $52.78万 | 0.03% | 6,043 | 553 | 10.1% | $4.83万 | 加仓 |
| SAP | SAP SE | $52.75万 | 0.03% | 3,081 | 731 | 31.1% | $12.52万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $52.51万 | 0.03% | 4,277 | 1,939 | 82.9% | $23.81万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $52.26万 | 0.03% | 766 | 114 | 17.5% | $7.78万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $51.92万 | 0.03% | 1,946 | 38 | 2.0% | $1.01万 | 加仓 |
| CGNT | COGNYTE SOFTWARE LTD | $51.58万 | 0.03% | 63,679 | -635 | -1.0% | -$5,144 | 减仓 |
| HAL | HALLIBURTON CO | $50.59万 | 0.03% | 12,976 | 1,396 | 12.1% | $5.44万 | 加仓 |
| DJCO | DAILY JOURNAL CORP | $50.36万 | 0.03% | 1,044 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $50.35万 | 0.03% | 2,577 | 447 | 21.0% | $8.73万 | 加仓 |
| PAAS | PAN AMERN SILVER CORP | $50.33万 | 0.03% | 9,212 | 81 | 0.9% | $4,425 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $50.14万 | 0.03% | 8,213 | -113 | -1.4% | -$6,899 | 减仓 |
| — | VANECK ETF TRUST | $49.96万 | 0.03% | 5,442 | 5,442 | — | $49.96万 | 新建仓 |
| RVTY | REVVITY INC | $49.87万 | 0.03% | 5,692 | -2 | -0.0% | -$175 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $49.63万 | 0.03% | 1,632 | 235 | 16.8% | $7.15万 | 加仓 |
| SPGI | S&P GLOBAL INC | $49.42万 | 0.03% | 1,162 | 140 | 13.7% | $5.95万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $49.15万 | 0.03% | 8,327 | 1,854 | 28.6% | $10.94万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $48.82万 | 0.03% | 2,676 | 41 | 1.6% | $7,480 | 加仓 |
| GMED | GLOBUS MED INC | $48.37万 | 0.03% | 5,614 | 498 | 9.7% | $4.29万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $48.10万 | 0.03% | 2,669 | 322 | 13.7% | $5.80万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $47.26万 | 0.03% | 3,556 | -500 | -12.3% | -$6.64万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $46.93万 | 0.03% | 9,684 | 1,333 | 16.0% | $6.46万 | 加仓 |
| PFE | PFIZER INC | $46.76万 | 0.03% | 16,651 | 2,378 | 16.7% | $6.68万 | 加仓 |
| MPC | MARATHON PETE CORP | $46.59万 | 0.03% | 1,908 | 210 | 12.4% | $5.13万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $46.57万 | 0.03% | 891 | 52 | 6.2% | $2.72万 | 加仓 |
| RAMP | LIVERAMP HLDGS INC | $46.52万 | 0.03% | 17,543 | 2,505 | 16.7% | $6.64万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $46.44万 | 0.03% | 9,900 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $46.38万 | 0.03% | 2,868 | 1,752 | 157.0% | $28.34万 | 加仓 |
| IVE | ISHARES TR | $46.26万 | 0.03% | 2,191 | 150 | 7.3% | $3.17万 | 加仓 |
| CSX | CSX CORP | $45.35万 | 0.02% | 11,048 | 1,941 | 21.3% | $7.97万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $45.29万 | 0.02% | 3,455 | 376 | 12.2% | $4.93万 | 加仓 |
| EMR | EMERSON ELEC CO | $45.02万 | 0.02% | 3,436 | 469 | 15.8% | $6.14万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $44.96万 | 0.02% | 2,197 | 281 | 14.7% | $5.75万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $44.88万 | 0.02% | 2,157 | 233 | 12.1% | $4.85万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $44.86万 | 0.02% | 7,149 | 721 | 11.2% | $4.52万 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $43.99万 | 0.02% | 916 | -35 | -3.7% | -$1.68万 | 减仓 |
| SMH | VANECK ETF TRUST | $43.98万 | 0.02% | 1,147 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $43.57万 | 0.02% | 129 | 30 | 30.3% | $10.13万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $43.04万 | 0.02% | 1,549 | 760 | 96.3% | $21.12万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $42.99万 | 0.02% | 2,491 | -716 | -22.3% | -$12.36万 | 减仓 |
| AZN | ASTRAZENECA PLC | $42.85万 | 0.02% | 2,176 | 2,176 | — | $42.85万 | 新建仓 |
| EXEL | EXELIXIS INC | $42.60万 | 0.02% | 9,933 | 1 | 0.0% | $43 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $42.53万 | 0.02% | 3,903 | 1,468 | 60.3% | $16.00万 | 加仓 |
| SHOP | SHOPIFY INC | $42.49万 | 0.02% | 3,582 | 2,312 | 182.0% | $27.42万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $42.40万 | 0.02% | 3,746 | 1,458 | 63.7% | $16.50万 | 重新持有 |
| — | DIMENSIONAL ETF TRUST | $42.19万 | 0.02% | 11,478 | 0 | 0.0% | — | 不变 |
| BALL | BALL CORP | $41.80万 | 0.02% | 7,071 | -69 | -1.0% | -$4,079 | 减仓 |
| — | ORACLE CORP | $41.37万 | 0.02% | 9,000 | 9,000 | — | $41.37万 | 新建仓 |
| CCI | CROWN CASTLE INC | $41.14万 | 0.02% | 5,060 | -105 | -2.0% | -$8,538 | 减仓 |
| DASH | DOORDASH INC | $41.04万 | 0.02% | 2,733 | 329 | 13.7% | $4.94万 | 加仓 |
| PLD | PROLOGIS INC. | $40.85万 | 0.02% | 3,090 | 400 | 14.9% | $5.29万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $40.55万 | 0.02% | 453 | 99 | 28.0% | $8.86万 | 加仓 |
| — | BOEING CO | $40.24万 | 0.02% | 6,200 | 1,200 | 24.0% | $7.79万 | 加仓 |
| ALL | ALLSTATE CORP | $39.81万 | 0.02% | 1,910 | 160 | 9.1% | $3.33万 | 加仓 |
| CME | CME GROUP INC | $39.43万 | 0.02% | 1,335 | -163 | -10.9% | -$4.81万 | 减仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $39.27万 | 0.02% | 2,626 | 279 | 11.9% | $4.17万 | 加仓 |
| XYL | XYLEM INC | $39.04万 | 0.02% | 3,267 | 242 | 8.0% | $2.89万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $38.75万 | 0.02% | 1,834 | 315 | 20.7% | $6.66万 | 加仓 |
| CVLT | COMMVAULT SYS INC | $38.24万 | 0.02% | 4,909 | 891 | 22.2% | $6.94万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $38.21万 | 0.02% | 5,372 | 5,276 | 5,495.8% | $37.53万 | 加仓 |
| IGF | ISHARES TR | $38.19万 | 0.02% | 5,700 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH & DWIGHT CO INC | $37.67万 | 0.02% | 4,036 | 341 | 9.2% | $3.18万 | 加仓 |
| SLV | ISHARES SILVER TR | $37.63万 | 0.02% | 5,523 | 5,523 | — | $37.63万 | 新建仓 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $37.49万 | 0.02% | 3,986 | 0 | 0.0% | — | 不变 |
| TECH | BIO-TECHNE CORP | $37.00万 | 0.02% | 7,080 | 550 | 8.4% | $2.87万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $36.93万 | 0.02% | 10,393 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $36.87万 | 0.02% | 7,869 | 1,422 | 22.1% | $6.66万 | 加仓 |
| D | DOMINION ENERGY INC | $36.87万 | 0.02% | 5,964 | -163 | -2.7% | -$1.01万 | 减仓 |
| FIX | COMFORT SYS USA INC | $36.82万 | 0.02% | 267 | 41 | 18.1% | $5.65万 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $36.64万 | 0.02% | 2,794 | 87 | 3.2% | $1.14万 | 加仓 |
| GLDM | WORLD GOLD TR | $36.58万 | 0.02% | 3,946 | 1,065 | 37.0% | $9.87万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $36.15万 | 0.02% | 9,303 | 0 | 0.0% | — | 不变 |
| IPGP | IPG PHOTONICS CORP | $36.10万 | 0.02% | 3,150 | 3,150 | — | $36.10万 | 新建仓 |
| NVT | NVENT ELEC PLC | $36.03万 | 0.02% | 3,046 | 38 | 1.3% | $4,495 | 加仓 |
| ZTS | ZOETIS INC | $35.85万 | 0.02% | 3,033 | 489 | 19.2% | $5.78万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $35.31万 | 0.02% | 2,600 | 289 | 12.5% | $3.92万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $34.35万 | 0.02% | 6,876 | -921 | -11.8% | -$4.60万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $34.26万 | 0.02% | 822 | 153 | 22.9% | $6.38万 | 加仓 |
| APP | APPLOVIN CORP | $33.91万 | 0.02% | 852 | 211 | 32.9% | $8.40万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $33.50万 | 0.02% | 976 | 149 | 18.0% | $5.11万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $33.49万 | 0.02% | 2,130 | -294 | -12.1% | -$4.62万 | 减仓 |
| WGO | WINNEBAGO INDS INC | $33.01万 | 0.02% | 10,653 | 0 | 0.0% | — | 不变 |