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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 39
增持 104
减持 7
方向
标的
Δ市值
现股数(环比)
增持
VTV
VANGUARD INDEX FDS
+$36.5M
1,120,150
+18%
增持
VUG
VANGUARD INDEX FDS
+$31.8M
378,100
+22%
增持
MSFT
MICROSOFT CORP
+$27.2M
120,736
+153%
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
AAPL
APPLE INC
+$24.8M
247,269
+83%
增持
AMZN
AMAZON COM INC
+$23.1M
7,770
+801%
建仓
BSV
VANGUARD BD INDEX FDS
+$22.9M
283,402
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$21.6M
895,397
+4%
增持
IWF
ISHARES TR
+$21.2M
374,725
+10%
增持
JPUS
J P MORGAN EXCHANGE-TRADED F
+$16.0M
1,581,646
+0%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$12.8M
438,980
+131%
减持
SPMB
SPDR SER TR
-$10.9M
7,048,670
-4%
增持
EFA
ISHARES TR
+$10.6M
1,254,329
+11%
增持
VNQ
VANGUARD INDEX FDS
+$10.3M
105,926
+440%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$10.1M
744,366
+40%
增持
DFAC
DIMENSIONAL ETF TRUST
+$9.0M
1,675,656
+13%
增持
TIP
ISHARES TR
+$8.2M
68,319
+1312%
增持
VBR
VANGUARD INDEX FDS
+$7.7M
172,007
+26%
增持
GOOG
ALPHABET INC
+$7.1M
3,716
+173%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$7.1M
144,058
+862%
增持
IWO
ISHARES TR
+$6.7M
24,147
+1891%
增持
EFV
ISHARES TR
+$6.6M
366,918
+57%
增持
DFUS
DIMENSIONAL ETF TRUST
+$6.6M
1,174,233
+2%
增持
HD
HOME DEPOT INC
+$6.2M
30,394
+56%
增持
DFAT
DIMENSIONAL ETF TRUST
+$6.0M
1,175,540
+5%
增持
META
META PLATFORMS INC
+$5.7M
21,989
+347%
增持
IWD
ISHARES TR
+$5.3M
133,098
+22%
增持
SCZ
ISHARES TR
+$5.0M
910,769
+10%
增持
DFAX
DIMENSIONAL ETF TRUST
+$5.0M
414,837
+84%
增持
IEMG
ISHARES INC
+$4.8M
1,335,470
+10%
增持
PEP
PEPSICO INC
+$4.5M
41,273
+135%
增持
JPM
JPMORGAN CHASE & CO
+$4.4M
39,735
+245%
增持
DFAS
DIMENSIONAL ETF TRUST
+$4.3M
555,821
+10%
增持
V
VISA INC
+$4.1M
25,606
+306%
建仓
DON
WISDOMTREE TR
+$4.0M
90,957
增持
AGG
ISHARES TR
+$3.7M
37,901
+648%
增持
VV
VANGUARD INDEX FDS
+$3.7M
25,247
+176%
增持
GOOGL
ALPHABET INC
+$3.7M
2,616
+78%
建仓
AVTR
AVANTOR INC
+$3.6M
85,210
建仓
IUSB
ISHARES TR
+$3.4M
64,413
增持
EMB
ISHARES TR
+$3.1M
520,899
+7%
增持
IWN
ISHARES TR
+$3.0M
84,108
+23%
增持
PG
PROCTER AND GAMBLE CO
+$2.9M
29,818
+109%
增持
MA
MASTERCARD INCORPORATED
+$2.9M
10,763
+279%
建仓
SPMD
SPDR SER TR
+$2.7M
53,348
增持
—
ACCENTURE PLC IRELAND
+$2.6M
9,112
+158%
建仓
IWP
ISHARES TR
+$2.6M
22,903
建仓
VAW
VANGUARD WORLD FDS
+$2.6M
13,385
增持
VBK
VANGUARD INDEX FDS
+$2.6M
20,309
+83%
增持
IJJ
ISHARES TR
+$2.6M
26,819
+675%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.6M
73,105
+4%
增持
IEFA
ISHARES TR
+$2.6M
571,568
+6%
增持
CSCO
CISCO SYS INC
+$2.5M
51,884
+268%
增持
INTC
INTEL CORP
+$2.5M
76,931
+182%
增持
IWM
ISHARES TR
+$2.3M
104,549
+9%
建仓
—
DUPONT DE NEMOURS INC
+$2.3M
28,362
增持
VZ
VERIZON COMMUNICATIONS INC
+$2.2M
64,503
+196%
减持
IJH
ISHARES TR
+$2.2M
180,002
-3%
增持
UNH
UNITEDHEALTH GROUP INC
+$2.1M
5,298
+306%
建仓
DOW
DOW INC
+$2.1M
37,536
增持
COST
COSTCO WHSL CORP NEW
+$2.1M
5,688
+127%
增持
JNJ
JOHNSON & JOHNSON
+$2.1M
29,831
+60%
增持
NOC
NORTHROP GRUMMAN CORP
+$2.1M
6,662
+383%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$2.1M
13,608
+678%
建仓
SPYG
SPDR SER TR
+$2.0M
27,974
增持
MUB
ISHARES TR
+$2.0M
79,939
+28%
增持
UNP
UNION PAC CORP
+$2.0M
12,322
+122%
增持
RWO
SPDR INDEX SHS FDS
+$2.0M
310,685
+2%
增持
KO
COCA COLA CO
+$2.0M
48,327
+191%
建仓
SPYV
SPDR SER TR
+$1.9M
45,858
增持
VYM
VANGUARD WHITEHALL FDS
+$1.9M
22,489
+258%
增持
CMCSA
COMCAST CORP NEW
+$1.8M
66,976
+143%
增持
NKE
NIKE INC
+$1.8M
13,883
+261%
减持
IVW
ISHARES TR
+$1.7M
280,246
-5%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$1.7M
5,344
+137%
增持
WMT
WALMART INC
+$1.7M
18,938
+157%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$1.6M
10,512
+120%
增持
MMM
3M CO
+$1.6M
17,223
+111%
增持
BAC
BK OF AMERICA CORP
+$1.6M
80,632
+74%
增持
T
AT&T INC
+$1.6M
92,905
+266%
建仓
CTVA
CORTEVA INC
+$1.6M
33,550
增持
PPG
PPG INDS INC
+$1.5M
34,958
+12%
增持
VTI
VANGUARD INDEX FDS
+$1.5M
30,173
+16%
增持
BND
VANGUARD BD INDEX FDS
+$1.5M
61,954
+40%
建仓
UPS
UNITED PARCEL SERVICE INC
+$1.5M
6,896
建仓
—
SVB FINANCIAL GROUP
+$1.5M
2,169
增持
DFIV
DIMENSIONAL ETF TRUST
+$1.5M
1,756,229
+2%
增持
TXN
TEXAS INSTRS INC
+$1.4M
13,250
+140%
建仓
SPSM
SPDR SER TR
+$1.4M
31,858
增持
SPY
SPDR S&P 500 ETF TR
+$1.4M
12,002
+20%
建仓
AMAT
APPLIED MATLS INC
+$1.4M
8,790
减持
MCD
MCDONALDS CORP
-$1.4M
13,707
-34%
增持
AXP
AMERICAN EXPRESS CO
+$1.3M
22,524
+61%
建仓
CORP
PIMCO ETF TR
+$1.3M
11,922
建仓
—
LINDE PLC
+$1.3M
3,868
建仓
IUSG
ISHARES TR
+$1.3M
11,459
建仓
GD
GENERAL DYNAMICS CORP
+$1.3M
6,342
增持
QCOM
QUALCOMM INC
+$1.3M
8,561
+333%
增持
NVDA
NVIDIA CORPORATION
+$1.3M
5,556
+246%
增持
LMT
LOCKHEED MARTIN CORP
+$1.3M
7,487
+88%
增持
PFE
PFIZER INC
+$1.2M
70,943
+1%
建仓
SPDW
SPDR INDEX SHS FDS
+$1.2M
31,882
增持
LOW
LOWES COS INC
+$1.2M
16,243
+8%
增持
VO
VANGUARD INDEX FDS
+$1.1M
14,378
+35%
增持
CAT
CATERPILLAR INC
+$1.1M
6,904
+321%
增持
VOO
VANGUARD INDEX FDS
+$1.1M
7,694
+34%
增持
TSLA
TESLA INC
+$1.1M
1,761
+77%
减持
MS
MORGAN STANLEY
-$1.1M
34,260
-25%
增持
QQQ
INVESCO QQQ TR
+$1.1M
4,931
+100%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$1.1M
5,975
+559%
增持
BIV
VANGUARD BD INDEX FDS
+$1.1M
383,090
+5%
增持
GS
GOLDMAN SACHS GROUP INC
+$1.1M
3,746
+292%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$1.1M
17,879
+223%
增持
ITW
ILLINOIS TOOL WKS INC
+$1.1M
6,012
+195%
增持
TGT
TARGET CORP
+$1.1M
5,826
+366%
增持
NSC
NORFOLK SOUTHN CORP
+$1.1M
6,853
+67%
增持
WFC
WELLS FARGO CO NEW
+$1.0M
27,739
+355%
减持
STIP
ISHARES TR
-$1.0M
8,433
-53%
增持
CSX
CSX CORP
+$997.0K
49,894
+69%
建仓
FLOT
ISHARES TR
+$975.0K
19,207
建仓
AVUS
AMERICAN CENTY ETF TR
+$974.0K
12,147
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$952.0K
19,371
+64%
增持
ZTS
ZOETIS INC
+$944.0K
5,050
+241%
增持
VTIP
VANGUARD MALVERN FDS
+$943.0K
28,799
+182%
建仓
SPGI
S&P GLOBAL INC
+$941.0K
1,993
增持
DE
DEERE & CO
+$929.0K
3,707
+263%
增持
DIS
DISNEY WALT CO
+$928.0K
16,849
+70%
增持
HON
HONEYWELL INTL INC
+$907.0K
12,109
+59%
增持
TJX
TJX COS INC NEW
+$903.0K
14,785
+344%
减持
IVV
ISHARES TR
+$894.0K
39,177
-5%
建仓
CHTR
CHARTER COMMUNICATIONS INC N
+$894.0K
1,370
增持
VGT
VANGUARD WORLD FDS
+$884.0K
2,519
+274%
增持
VTEB
VANGUARD MUN BD FDS
+$877.0K
156,630
+11%
增持
SYK
STRYKER CORPORATION
+$869.0K
4,000
+428%
建仓
DFAI
DIMENSIONAL ETF TRUST
+$859.0K
29,044
增持
NFLX
NETFLIX INC
+$846.0K
1,948
+262%
建仓
CI
CIGNA CORP NEW
+$834.0K
3,628
建仓
GM
GENERAL MTRS CO
+$803.0K
13,698
建仓
ECL
ECOLAB INC
+$788.0K
3,358
建仓
—
CHUBB LIMITED
+$783.0K
4,051
建仓
MU
MICRON TECHNOLOGY INC
+$774.0K
8,307
建仓
—
INTERPUBLIC GROUP COS INC
+$771.0K
20,580
增持
ODFL
OLD DOMINION FREIGHT LINE IN
+$764.0K
2,993
+178%
建仓
ROST
ROSS STORES INC
+$764.0K
6,688
增持
IVE
ISHARES TR
+$758.0K
59,715
+1%
建仓
IEF
ISHARES TR
+$757.0K
6,586
建仓
IFF
INTERNATIONAL FLAVORS&FRAGRA
+$743.0K
4,934
建仓
ROK
ROCKWELL AUTOMATION INC
+$733.0K
2,101
建仓
YUM
YUM BRANDS INC
+$722.0K
5,196
建仓
SHW
SHERWIN WILLIAMS CO
+$718.0K
2,040
建仓
DLTR
DOLLAR TREE INC
+$715.0K
5,091
