AW

Angeles Wealth Management, LLC

分散型投资策略趋势追踪型长期持有型

申报总市值

US$18.4亿

申报季度: 2026-03-31 · 持股只数: 524

ANGELES WEALTH MANAGEMENT, LLC在最新一期 13F 报告中披露了 524 项持股，申报期为 2026-03-31，总持股市值约为 US$18.4亿，季度换手率为 12.1%。

机构性格雪花图

集中度
18.47
持仓稳定性
12.05
动能／逆势
100
行业集中度
53.44
多样化
100
仓位均衡度
51.79

近期动向

  • 减仓 MGK

    -3.1%　-US$3343.4万

  • 加仓 VXUS

    +18.0%　US$2163.3万

  • 减仓 MSFT

    -1.1%　-US$1154.7万

  • 减仓 SCHG

    +1.0%　-US$748.8万

  • 减仓 VOO

    +1.0%　-US$386.4万

  • 加仓 SPYV

    +6.1%　US$661.9万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1MGKVanguard Mega Cap Growth ETFETF-其他11.42%-2.00%-3.10%
2VTVanguard Tot World Stk ETFETF-其他11.08%-0.03%+3.07%
3VXUSVanguard Total Intl StockETF-其他6.89%+1.10%+17.98%
4SPYVSs Spdr P S&p 500 Value ETFETF-大型股与成长6.77%+0.28%+6.05%
5VOOVanguard S&p 500 ETFETF-大型股与成长5.34%-0.29%+0.97%
6MUBIshares National Muni Bond EETF-其他4.43%+0.28%+9.19%
7SCHGSchwab US Large-cap GrowthETF-其他3.74%-0.46%+0.98%
8VGKVanguard Ftse Europe ETFETF-其他3.50%+0.10%+5.83%
9VTVVanguard Value ETFETF-其他2.65%—-2.23%
10AAPLApple INC股票-科技2.52%—+8.65%
11SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长1.96%-0.12%+0.06%
12MSFTMicrosoft CORP股票-科技1.95%-0.67%-1.13%
13NVDANvidia CORP股票-科技1.61%+0.08%+13.84%
14EWJIshares Msci Japan ETFETF-其他1.57%+0.12%+4.56%
15SJNKSs Spdr Bb St Hi Yield ETFETF-其他1.48%+0.06%+7.00%
16URTHIshares Msci World ETFETF-其他1.15%-0.10%-3.83%
17AMZNAmazon.com INC股票-周期性消费1.13%+0.11%+25.19%
18VYMVanguard High Dvd Yield ETFETF-其他0.99%——
19GOOGLAlphabet Inc-cl A股票-通信服务0.99%+0.15%+30.05%
20VTIVanguard Total Stock Mkt ETFETF-其他0.91%-0.13%-7.46%
21IXUSIshares Core Intl Stock ETFETF-其他0.84%—-2.18%
22GOOGAlphabet Inc-cl C股票-通信服务0.82%—+8.12%
23AVGOBroadcom INC股票-科技0.72%—+9.18%
24BRK-BBerkshire Hathaway Inc-cl B股票-其他0.65%+0.03%+10.94%
25VUGVanguard Growth ETFETF-其他0.62%-0.08%-0.20%
26COSTCostco Wholesale CORP股票-非周期性消费0.58%+0.10%+6.35%
27JPMJpmorgan Chase & Co股票-金融0.57%—+5.24%
28BKLNInvesco Senior Loan ETFETF-其他0.49%—+8.55%
29PFFIshares Preferred & Income SETF-其他0.47%—+8.76%
30METAMeta Platforms Inc-class A股票-通信服务0.45%—+11.31%
31VVisa Inc-class A Shares股票-金融0.45%-0.05%+6.14%
32SHYIshares 1-3 Year Treasury BoETF-政府公债0.43%-0.07%-13.38%
33IDVIshares International SelectETF-其他0.42%——
34TLHIshares 10-20 Year TreasuryETF-政府公债0.39%—+8.22%
35LLYEli Lilly & Co股票-医疗保健0.37%—+10.88%
36EFAIshares Msci Eafe ETFETF-其他0.37%—+0.16%
37TSLATesla INC股票-周期性消费0.35%+0.06%+50.31%
38VEAVanguard Ftse Developed ETFETF-其他0.30%—+4.82%
39TSMTaiwan Semiconductor-sp Adr股票-科技0.29%—-3.50%
40XOMExxon Mobil CORP股票-能源0.29%+0.10%+9.57%
41JNJJohnson & Johnson股票-医疗保健0.27%+0.05%+6.90%
42MRKMerck & Co. INC.股票-医疗保健0.25%+0.05%+9.11%
43ABBVAbbvie INC股票-医疗保健0.25%—+2.02%
44MAMastercard INC - A股票-金融0.24%—+11.03%
45PAAPlains All Amer Pipeline LP股票-能源0.23%+0.23%NEW
46HDHome Depot INC股票-周期性消费0.23%—-5.07%
47VYMIVanguard Int High Dvd Yld InETF-其他0.23%——
48WFCWells Fargo & Co股票-金融0.22%—+4.36%
49GLDSpdr Gold SharesETF-避险与商品0.22%+0.17%+326.94%
50SHWSherwin-williams Co/the股票-原材料0.21%—+0.38%
1–50 of 524

本季持股变动

Angeles Wealth Management, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Plains All Amer Pipeline LP (PAA); 新建仓: Avepoint INC (AVPT); 新建仓: Liberty Energy INC (LBRT); 清仓: Grayscale Bitcoin Trust ETF (GBTC); 新建仓: Ishares Latin America 40 ETF (ILF).

Angeles Wealth Management, LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1VXUSVanguard Total Intl Stock+1.1%+17.98%加仓
2SPYVSs Spdr P S&p 500 Value ETF+0.3%+6.05%加仓
3MUBIshares National Muni Bond E+0.3%+9.19%加仓
4GLDSpdr Gold Shares+0.2%+326.94%加仓
5GOOGLAlphabet Inc-cl A+0.2%+30.05%加仓
6EWJIshares Msci Japan ETF+0.1%+4.56%加仓
7AMZNAmazon.com INC+0.1%+25.19%加仓
8VGKVanguard Ftse Europe ETF+0.1%+5.83%加仓
9COSTCostco Wholesale CORP+0.1%+6.35%加仓
10XOMExxon Mobil CORP+0.1%+9.57%加仓
11NVDANvidia CORP+0.1%+13.84%加仓
12CVXChevron CORP+0.1%+20.58%加仓
13SJNKSs Spdr Bb St Hi Yield ETF+0.1%+7.00%加仓
14TSLATesla INC+0.1%+50.31%加仓
15WHRWhirlpool CORP+0.1%+196.89%加仓
16JNJJohnson & Johnson+0.1%+6.90%加仓
17GEVGE Vernova INC+0.1%+7.50%加仓
18MRKMerck & Co. INC.+0.1%+9.11%加仓
19PWRQuanta Services INC0%-1.15%减仓
20LRCXLam Research CORP0%+24.75%加仓
21ASMLASML Holding N.V.0%+127.35%加仓
22WMTWalmart INC0%+13.42%加仓
23MUMicron Technology INC0%+13.70%加仓
24BRK-BBerkshire Hathaway Inc-cl B0%+10.94%加仓
25AAPLApple INC—+8.65%加仓
26VTVanguard Tot World Stk ETF0%+3.07%加仓
27BABAAlibaba Group Holding-sp Adr0%+0.73%加仓
28UBERUber Technologies INC-0.1%-40.48%减仓
29VVisa Inc-class A Shares-0.1%+6.14%加仓
30CRICarter's INC-0.1%-50.27%减仓
31SGOVIshares 0-3 Month Treasury B-0.1%-62.58%减仓
32SHYIshares 1-3 Year Treasury Bo-0.1%-13.38%减仓
33CITHE Cigna Group-0.1%-52.36%减仓
34VUGVanguard Growth ETF-0.1%-0.20%减仓
35SUBIshares Short-term National-0.1%-46.96%减仓
36URTHIshares Msci World ETF-0.1%-3.83%减仓
37INTUIntuit INC-0.1%-68.21%减仓
38SPYSs Spdr S&p 500 ETF Trust-us-0.1%+0.06%加仓
39VTIVanguard Total Stock Mkt ETF-0.1%-7.46%减仓
40VOOVanguard S&p 500 ETF-0.3%+0.97%加仓
41SCHGSchwab US Large-cap Growth-0.5%+0.98%加仓
42MSFTMicrosoft CORP-0.7%-1.13%减仓
43MGKVanguard Mega Cap Growth ETF-2%-3.10%减仓
44PAAPlains All Amer Pipeline LP—NEW新建仓
45AVPTAvepoint INC—NEW新建仓
46LBRTLiberty Energy INC—NEW新建仓
47GBTCGrayscale Bitcoin Trust ETF—EXIT清仓
48ILFIshares Latin America 40 ETF—NEW新建仓
49GRWTcw Durable Growth ETF—NEW新建仓
50APAApa CORP—NEW新建仓

FAQ

Angeles Wealth Management, LLC 是什么机构？属于哪种投资人类型？
Angeles Wealth Management, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$18.4亿，分布在 524 个已申报仓位之中。
Angeles Wealth Management, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Angeles Wealth Management, LLC 按市值排列的前几大持股为： 1. Vanguard Mega Cap Growth ETF (MGK) — US$2.1亿 (11.4%) 2. Vanguard Tot World Stk ETF (VT) — US$2.0亿 (11.1%) 3. Vanguard Total Intl Stock (VXUS) — US$1.3亿 (6.9%) 4. Ss Spdr P S&p 500 Value ETF (SPYV) — US$1.2亿 (6.8%) 5. Vanguard S&p 500 ETF (VOO) — US$9816.2万 (5.3%)
Angeles Wealth Management, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Angeles Wealth Management, LLC 共进行了 50 项显著调整：新建仓 6 个仓位、加仓 30 个既有持股、减仓 13 个仓位，并完全清仓 1 个持股。 其中幅度最大的异动：新建仓: Plains All Amer Pipeline LP (PAA); 新建仓: Avepoint INC (AVPT); 新建仓: Liberty Energy INC (LBRT); 清仓: Grayscale Bitcoin Trust ETF (GBTC); 新建仓: Ishares Latin America 40 ETF (ILF)
Angeles Wealth Management, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Angeles Wealth Management, LLC 的主要板块分布如下： • Information Technology: 34.3% • Financials: 13.4% • Consumer Discretionary: 11.1% • Communication Services: 9.9% • Health Care: 9.3% • Industrials: 7.8%