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Modera Wealth Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Modera Wealth Management, LLC
报告期 2026-03-31 · CIK 0001542143
持仓数
635
前50大市值合计
$6.06B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 38
增持 68
减持 38
清仓 6
方向
标的
Δ市值
现股数(环比)
建仓
DFIV
DIMENSIONAL ETF TRUST
+$56.2M
1,715,497
减持
IVW
ISHARES TR
-$17.7M
293,758
-46%
增持
VTV
VANGUARD INDEX FDS
+$15.2M
947,438
+15%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
VUG
VANGUARD INDEX FDS
+$10.4M
308,661
+12%
增持
IWF
ISHARES TR
+$9.9M
340,589
+11%
减持
IVE
ISHARES TR
-$9.2M
59,114
-51%
增持
SPMB
SPDR SER TR
+$8.1M
7,379,669
+5%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$6.0M
33,247
-57%
建仓
DFAX
DIMENSIONAL ETF TRUST
+$5.8M
225,742
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$5.2M
860,884
+5%
增持
DFAS
DIMENSIONAL ETF TRUST
+$4.4M
505,730
+20%
增持
EFA
ISHARES TR
+$3.8M
1,128,735
+6%
增持
JPUS
J P MORGAN EXCHANGE-TRADED F
+$3.7M
1,577,801
+3%
增持
DFAT
DIMENSIONAL ETF TRUST
+$3.4M
1,123,587
+8%
减持
IWD
ISHARES TR
-$3.2M
109,112
-15%
减持
EFV
ISHARES TR
-$2.8M
233,622
-18%
减持
IWN
ISHARES TR
-$2.4M
68,167
-15%
增持
MSFT
MICROSOFT CORP
+$2.4M
47,700
+16%
减持
DFAC
DIMENSIONAL ETF TRUST
-$2.3M
1,489,091
-4%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$2.3M
533,284
+0%
增持
BND
VANGUARD BD INDEX FDS
+$2.0M
44,134
+108%
减持
ANVS
ANNOVIS BIO INC
-$1.9M
33,298
-4%
增持
EMB
ISHARES TR
+$1.7M
487,934
+6%
减持
VEA
VANGUARD TAX-MANAGED INTL FD
-$1.5M
189,968
-12%
增持
BIV
VANGUARD BD INDEX FDS
+$1.4M
363,314
+5%
增持
IEMG
ISHARES INC
-$959.0K
1,216,595
+7%
增持
IJH
ISHARES TR
-$919.0K
185,507
+0%
减持
VBR
VANGUARD INDEX FDS
-$887.0K
136,063
-1%
减持
EEM
ISHARES TR
-$858.0K
50,811
-18%
建仓
MSI
MOTOROLA SOLUTIONS INC
+$834.0K
3,591
增持
IWM
ISHARES TR
-$801.0K
95,619
+1%
建仓
—
IROBOT CORP
+$769.0K
9,800
减持
MOV
MOVADO GROUP INC
-$755.0K
6,510
-79%
增持
SCZ
ISHARES TR
+$742.0K
826,738
+1%
增持
AAPL
APPLE INC
+$707.0K
135,170
+1%
增持
PPG
PPG INDS INC
-$679.0K
31,341
+3%
建仓
TDY
TELEDYNE TECHNOLOGIES INC
+$645.0K
1,502
建仓
AOK
ISHARES TR
+$638.0K
16,163
建仓
SCHX
SCHWAB STRATEGIC TR
+$636.0K
6,111
清仓
—
GENERAL ELECTRIC CO
-$621.0K
0
-100%
建仓
GE
GENERAL ELECTRIC CO
+$603.0K
5,854
增持
META
FACEBOOK INC
+$585.0K
4,923
+58%
建仓
CRM
SALESFORCE COM INC
+$570.0K
2,101
减持
DFUS
DIMENSIONAL ETF TRUST
-$522.0K
1,147,267
-1%
减持
COMT
ISHARES U S ETF TR
-$501.0K
8,102
-65%
增持
—
BRYN MAWR BK CORP
+$483.0K
108,125
+2%
建仓
PYPL
PAYPAL HLDGS INC
+$473.0K
1,819
增持
PFE
PFIZER INC
+$450.0K
69,964
+7%
增持
IEFA
ISHARES TR
+$447.0K
540,221
+2%
增持
GOOG
ALPHABET INC
+$440.0K
1,363
+7%
增持
CWB
SPDR SER TR
+$400.0K
69,591
+9%
增持
IWB
ISHARES TR
+$398.0K
75,359
+2%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$372.0K
14,980
+78%
建仓
BTX
BLACKROCK INNOVATION AND GRW
+$362.0K
20,000
建仓
GS
GOLDMAN SACHS GROUP INC
+$361.0K
956
增持
CMCSA
COMCAST CORP NEW
+$355.0K
27,547
+32%
建仓
C
CITIGROUP INC
+$347.0K
4,942
减持
HUM
HUMANA INC
-$328.0K
2,523
-15%
建仓
—
TE CONNECTIVITY LTD
+$316.0K
2,305
减持
RWO
SPDR INDEX SHS FDS
-$308.0K
304,559
-1%
建仓
GILD
GILEAD SCIENCES INC
+$308.0K
4,405
建仓
LDEM
ISHARES TR
+$306.0K
5,000
增持
SUB
ISHARES TR
+$292.0K
103,663
+3%
建仓
SCHO
SCHWAB STRATEGIC TR
+$291.0K
5,691
增持
VTI
VANGUARD INDEX FDS
+$288.0K
26,096
+6%
建仓
ZTS
ZOETIS INC
+$288.0K
1,483
建仓
GPN
GLOBAL PMTS INC
+$284.0K
1,800
建仓
CME
CME GROUP INC
+$282.0K
1,460
减持
GOOGL
ALPHABET INC
+$281.0K
1,467
-2%
建仓
F
FORD MTR CO DEL
+$280.0K
19,809
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$273.0K
12,237
-2%
清仓
QS
QUANTUMSCAPE CORP
-$272.0K
0
-100%
建仓
VEU
VANGUARD INTL EQUITY INDEX F
+$269.0K
4,420
建仓
VXUS
VANGUARD STAR FDS
+$261.0K
4,128
建仓
DEO
DIAGEO PLC
+$259.0K
1,341
建仓
SCHE
SCHWAB STRATEGIC TR
+$258.0K
8,472
减持
SLYV
SPDR SER TR
-$258.0K
57,136
-1%
减持
SHM
SPDR SER TR
-$255.0K
43,599
-10%
增持
IJS
ISHARES TR
-$254.0K
93,844
+2%
建仓
PTA
COHEN & STEERS TAX ADVAN PFD
+$250.0K
10,000
建仓
SCHA
SCHWAB STRATEGIC TR
+$242.0K
2,414
增持
COST
COSTCO WHSL CORP NEW
+$234.0K
2,505
+11%
减持
UNP
UNION PAC CORP
-$231.0K
5,554
-7%
建仓
—
TIVITY HEALTH INC
+$227.0K
9,833
减持
QQQ
INVESCO QQQ TR
-$226.0K
2,468
-21%
清仓
CPB
CAMPBELL SOUP CO
-$224.0K
0
-100%
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$221.0K
2,688
建仓
—
ROYAL DUTCH SHELL PLC
+$219.0K
4,910
减持
BA
BOEING CO
-$218.0K
2,201
-25%
建仓
WM
WASTE MGMT INC DEL
+$214.0K
1,430
增持
PG
PROCTER AND GAMBLE CO
+$210.0K
14,282
+8%
建仓
SCHZ
SCHWAB STRATEGIC TR
+$210.0K
3,863
建仓
BX
BLACKSTONE INC
+$209.0K
1,796
清仓
AMAT
APPLIED MATLS INC
-$208.0K
0
-100%
减持
AMGN
AMGEN INC
-$206.0K
4,968
-4%
清仓
TTD
THE TRADE DESK INC
-$202.0K
0
-100%
建仓
SYK
STRYKER CORPORATION
+$200.0K
758
清仓
AWK
AMERICAN WTR WKS CO INC NEW
-$200.0K
0
-100%
增持
HD
HOME DEPOT INC
+$197.0K
19,508
+0%
建仓
SDHY
PGIM SHORT DUR HIG YLD OPP F
+$188.0K
10,000
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$186.0K
1,070
+27%
增持
TIP
ISHARES TR
+$186.0K
4,839
+43%
增持
SBUX
STARBUCKS CORP
+$179.0K
3,702
+81%
建仓
HBAN
HUNTINGTON BANCSHARES INC
+$178.0K
11,506
增持
MMM
3M CO
-$177.0K
8,155
+1%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$172.0K
5,515
+27%
减持
MS
MORGAN STANLEY
-$165.0K
45,683
-9%
减持
MCD
MCDONALDS CORP
+$165.0K
20,918
-1%
增持
JPM
JPMORGAN CHASE & CO
+$164.0K
11,516
+4%
增持
SCHF
SCHWAB STRATEGIC TR
+$160.0K
10,166
+72%
增持
STIP
ISHARES TR
+$160.0K
18,007
+10%
增持
CSCO
CISCO SYS INC
+$157.0K
14,095
+22%
增持
HYG
ISHARES TR
+$149.0K
4,198
+70%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$148.0K
10,676
+47%
增持
AMZN
AMAZON COM INC
+$145.0K
862
+10%
减持
LMT
LOCKHEED MARTIN CORP
-$141.0K
3,991
-1%
减持
VO
VANGUARD INDEX FDS
-$141.0K
10,628
-5%
增持
VTEB
VANGUARD MUN BD FDS
+$141.0K
141,019
+3%
减持
TJX
TJX COS INC NEW
-$137.0K
3,328
-37%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$136.0K
11,782
+15%
增持
NSC
NORFOLK SOUTHN CORP
+$136.0K
4,100
+29%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$132.0K
3,589
+65%
增持
TFC
TRUIST FINL CORP
+$124.0K
16,910
+8%
增持
CSX
CSX CORP
+$122.0K
29,543
+25%
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$122.0K
34,132
-3%
减持
VB
VANGUARD INDEX FDS
-$120.0K
2,592
-15%
建仓
KOPN
KOPIN CORP
+$118.0K
23,000
增持
ABT
ABBOTT LABS
+$105.0K
8,786
+9%
增持
NVDA
NVIDIA CORPORATION
+$100.0K
1,608
+453%
增持
VOO
VANGUARD INDEX FDS
+$100.0K
5,740
+4%
增持
WMT
WALMART INC
+$98.0K
7,382
+12%
减持
MUB
ISHARES TR
-$95.0K
62,662
-0%
增持
TRV
TRAVELERS COMPANIES INC
+$94.0K
2,463
+32%
增持
VBK
VANGUARD INDEX FDS
-$93.0K
11,073
+0%
减持
MDLZ
MONDELEZ INTL INC
-$92.0K
9,767
-8%
增持
—
EXXON MOBIL CORP
-$86.0K
29,277
+2%
增持
PEP
PEPSICO INC
+$84.0K
17,594
+2%
增持
—
MEDTRONIC PLC
+$84.0K
2,463
+36%
增持
PRU
PRUDENTIAL FINL INC
+$83.0K
3,002
+32%
减持
VWOB
VANGUARD WHITEHALL FDS
-$83.0K
40,139
-1%
建仓
FRBKQ
REPUBLIC FIRST BANCORP INC
+$82.0K
26,597
减持
—
ACCENTURE PLC IRELAND
+$82.0K
3,527
-1%
增持
WFC
WELLS FARGO CO NEW
+$82.0K
6,097
+37%
减持
JNJ
JOHNSON & JOHNSON
-$80.0K
18,696
-1%
减持
AFL
AFLAC INC
-$76.0K
20,764
-4%
减持
ORCL
ORACLE CORP
+$75.0K
10,670
-3%
增持
IJJ
ISHARES TR
+$73.0K
3,460
+28%
增持
CAT
CATERPILLAR INC
+$71.0K
1,639
+46%
增持
CL
COLGATE PALMOLIVE CO
-$70.0K
19,306
+3%
增持
CE
CELANESE CORP DEL
+$68.0K
2,815
+20%
