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 |
|---|---|---|---|---|---|---|---|---|
| DT | DYNATRACE INC | $20.49万 | 0.01% | 5,542 | 5,542 | — | $20.49万 | 新建仓 |
| AEM | AGNICO EAGLE MINES LTD | $20.48万 | 0.01% | 1,009 | 1,009 | — | $20.48万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $20.42万 | 0.01% | 940 | 86 | 10.1% | $1.87万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $20.39万 | 0.01% | 702 | 702 | — | $20.39万 | 新建仓 |
| INDA | ISHARES TR | $20.37万 | 0.01% | 1,357 | 1,357 | — | $20.37万 | 新建仓 |
| SPTM | SPDR SERIES TRUST | $20.37万 | 0.01% | 2,576 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $20.30万 | 0.01% | 971 | 971 | — | $20.30万 | 新建仓 |
| ULST | SSGA ACTIVE ETF TR | $20.25万 | 0.01% | 5,000 | 0 | 0.0% | — | 不变 |
| JPST | J P MORGAN EXCHANGE TRADED F | $20.24万 | 0.01% | 4,000 | 0 | 0.0% | — | 不变 |
| VRSN | VERISIGN INC | $20.24万 | 0.01% | 815 | 815 | — | $20.24万 | 新建仓 |
| MKSI | MKS INC. | $20.11万 | 0.01% | 875 | 875 | — | $20.11万 | 新建仓 |
| TER | TERADYNE INC | $20.10万 | 0.01% | 678 | 678 | — | $20.10万 | 新建仓 |
| LYG | LLOYDS BANKING GROUP PLC | $20.01万 | 0.01% | 39,787 | 19,190 | 93.2% | $9.65万 | 加仓 |
| SOC | SABLE OFFSHORE CORP | $19.18万 | 0.01% | 11,609 | 305 | 2.7% | $5,039 | 加仓 |
| — | ISHARES INC | $18.82万 | 0.01% | 5,310 | 0 | 0.0% | — | 不变 |
| MFG | MIZUHO FINANCIAL GROUP INC | $18.75万 | 0.01% | 23,614 | 23,614 | — | $18.75万 | 新建仓 |
| IYW | ISHARES TR | $18.26万 | 0.01% | 1,006 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN UNVL TR | $17.69万 | 0.01% | 22,088 | 0 | 0.0% | — | 不变 |
| — | APOLLO GLOBAL MGMT INC | $17.61万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $17.53万 | 0.01% | 10,331 | 10,331 | — | $17.53万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $17.48万 | 0.01% | 2,284 | 2,284 | — | $17.48万 | 新建仓 |
| — | DATA STORAGE CORP | $16.68万 | 0.01% | 43,100 | 0 | 0.0% | — | 不变 |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | $16.58万 | 0.01% | 12,950 | 12,950 | — | $16.58万 | 新建仓 |
| SPMD | SPDR SERIES TRUST | $15.90万 | 0.01% | 2,685 | 2,685 | — | $15.90万 | 新建仓 |
| HELE | HELEN OF TROY LTD | $15.65万 | 0.01% | 10,855 | 10,855 | — | $15.65万 | 新建仓 |
| — | UNITED MARITIME CORPORATION | $15.56万 | 0.01% | 77,052 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES INC | $15.18万 | 0.01% | 1,930 | 841 | 77.2% | $6.62万 | 加仓 |
| AGG | ISHARES TR | $15.03万 | 0.01% | 1,514 | -1,166 | -43.5% | -$11.57万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $14.76万 | 0.01% | 1,801 | -500 | -21.7% | -$4.10万 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST | $14.71万 | 0.01% | 4,565 | 0 | 0.0% | — | 不变 |
| IXN | ISHARES TR | $14.20万 | 0.01% | 1,420 | 0 | 0.0% | — | 不变 |
| WIT | WIPRO LTD | $13.56万 | 0.01% | 63,985 | 30,473 | 90.9% | $6.46万 | 加仓 |
| GSEW | GOLDMAN SACHS ETF TR | $13.55万 | 0.01% | 1,600 | 0 | 0.0% | — | 不变 |
| COMP | COMPASS INC | $13.49万 | 0.01% | 18,456 | 816 | 4.6% | $5,965 | 加仓 |
| IWN | ISHARES TR | $12.89万 | 0.01% | 680 | -39 | -5.4% | -$7,394 | 减仓 |
| ITOT | ISHARES TR | $12.82万 | 0.01% | 900 | 183 | 25.5% | $2.61万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $12.69万 | 0.01% | 2,404 | 2,305 | 2,328.3% | $12.17万 | 加仓 |
| IUSV | ISHARES TR | $11.91万 | 0.01% | 1,165 | -986 | -45.8% | -$10.08万 | 减仓 |
| — | BANK AMERICA CORP | $11.91万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $11.74万 | 0.01% | 1,579 | -2,279 | -59.1% | -$16.94万 | 减仓 |
| EFG | ISHARES TR | $10.83万 | 0.01% | 972 | 0 | 0.0% | — | 不变 |
| FNDE | SCHWAB STRATEGIC TR | $10.71万 | 0.01% | 2,800 | 0 | 0.0% | — | 不变 |
| ACWX | ISHARES TR | $10.60万 | 0.01% | 1,548 | 168 | 12.2% | $1.15万 | 加仓 |
| USMV | ISHARES TR | $10.44万 | 0.01% | 1,126 | 1,126 | — | $10.44万 | 新建仓 |
| — | URANIUM RTY CORP | $10.44万 | 0.01% | 28,590 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY ETF TR | $10.39万 | 0.01% | 3,344 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $10.16万 | 0.01% | 2,900 | 2,900 | — | $10.16万 | 新建仓 |
| — | STAR HLDGS | $9.99万 | 0.01% | 13,199 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $9.72万 | 0.01% | 405 | -203 | -33.4% | -$4.87万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $9.33万 | 0.01% | 506 | 242 | 91.7% | $4.46万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $9.31万 | 0.01% | 932 | 0 | 0.0% | — | 不变 |
| CMF | ISHARES TR | $9.06万 | 0.00% | 1,593 | 93 | 6.2% | $5,288 | 加仓 |
| VOT | VANGUARD INDEX FDS | $7.85万 | 0.00% | 305 | 80 | 35.6% | $2.06万 | 加仓 |
| VOX | VANGUARD WORLD FD | $7.63万 | 0.00% | 424 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES TR | $7.49万 | 0.00% | 784 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB STRATEGIC TR | $7.34万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| BIL | SPDR SERIES TRUST | $7.19万 | 0.00% | 785 | -394 | -33.4% | -$3.61万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $7.17万 | 0.00% | 2,699 | 2,699 | — | $7.17万 | 新建仓 |
| — | CUE BIOPHARMA INC | $7.13万 | 0.00% | 310,000 | 0 | 0.0% | — | 不变 |
| — | WELLS FARGO & CO | $6.94万 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $6.66万 | 0.00% | 1,173 | 102 | 9.5% | $5,793 | 加仓 |
| SCHK | SCHWAB STRATEGIC TR | $6.27万 | 0.00% | 2,000 | 2,000 | — | $6.27万 | 新建仓 |
| XLRE | SELECT SECTOR SPDR TR | $5.88万 | 0.00% | 1,440 | 1,277 | 783.4% | $5.22万 | 加仓 |
| — | 1STDIBS COM INC | $5.61万 | 0.00% | 10,208 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $5.51万 | 0.00% | 1,200 | 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 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $5.33万 | 0.00% | 774 | 0 | 0.0% | — | 不变 |
| — | SWVL HOLDINGS CORP | $5.22万 | 0.00% | 37,000 | 37,000 | — | $5.22万 | 新建仓 |
| MGV | VANGUARD WORLD FD | $5.15万 | 0.00% | 355 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR | $4.92万 | 0.00% | 340 | 140 | 70.0% | $2.03万 | 加仓 |
| GNR | SPDR INDEX SHS FDS | $4.67万 | 0.00% | 625 | 625 | — | $4.67万 | 新建仓 |
| HYLN | HYLIION HOLDINGS CORP | $4.40万 | 0.00% | 25,000 | 25,000 | — | $4.40万 | 新建仓 |
| IWV | ISHARES TR | $4.37万 | 0.00% | 118 | 118 | — | $4.37万 | 新建仓 |
| DISV | DIMENSIONAL ETF TRUST | $4.10万 | 0.00% | 1,041 | 1,041 | — | $4.10万 | 新建仓 |
| DFLV | DIMENSIONAL ETF TRUST | $4.10万 | 0.00% | 1,147 | 1,147 | — | $4.10万 | 新建仓 |
| IYM | ISHARES TR | $4.08万 | 0.00% | 232 | 232 | — | $4.08万 | 新建仓 |
| ABEV | AMBEV SA | $3.98万 | 0.00% | 13,596 | 13,596 | — | $3.98万 | 新建仓 |
| SCZ | ISHARES TR | $3.63万 | 0.00% | 463 | 228 | 97.0% | $1.79万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $3.57万 | 0.00% | 1,054 | 1,054 | — | $3.57万 | 新建仓 |
| IBB | ISHARES TR | $3.50万 | 0.00% | 207 | 0 | 0.0% | — | 不变 |
| EWY | ISHARES INC | $3.49万 | 0.00% | 284 | 284 | — | $3.49万 | 新建仓 |
| VV | VANGUARD INDEX FDS | $3.44万 | 0.00% | 115 | 28 | 32.2% | $8,368 | 加仓 |
| QUAL | ISHARES TR | $3.36万 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $3.35万 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| DFEV | DIMENSIONAL ETF TRUST | $3.34万 | 0.00% | 934 | 934 | — | $3.34万 | 新建仓 |
| SCHA | SCHWAB STRATEGIC TR | $3.22万 | 0.00% | 1,109 | 499 | 81.8% | $1.45万 | 加仓 |
| OEF | ISHARES TR | $2.99万 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $2.98万 | 0.00% | 296 | 296 | — | $2.98万 | 新建仓 |
| VXF | VANGUARD INDEX FDS | $2.92万 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| — | NEXTERA ENERGY INC | $2.90万 | 0.00% | 552 | 0 | 0.0% | — | 不变 |
| SMMD | ISHARES TR | $2.73万 | 0.00% | 358 | 215 | 150.3% | $1.64万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $2.66万 | 0.00% | 300 | 77 | 34.5% | $6,827 | 加仓 |
| BWX | SPDR SERIES TRUST | $2.59万 | 0.00% | 1,180 | 0 | 0.0% | — | 不变 |
| IGIB | ISHARES TR | $2.53万 | 0.00% | 475 | 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 |
| IUSG | ISHARES TR | $2.19万 | 0.00% | 141 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB STRATEGIC TR | $1.96万 | 0.00% | 420 | 420 | — | $1.96万 | 新建仓 |
| HYGV | FLEXSHARES TR | $1.90万 | 0.00% | 475 | 475 | — | $1.90万 | 新建仓 |
| MOAT | VANECK ETF TRUST | $1.90万 | 0.00% | 196 | 0 | 0.0% | — | 不变 |
| IEF | ISHARES TR | $1.87万 | 0.00% | 196 | -614 | -75.8% | -$5.86万 | 减仓 |