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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 3
增持 33
减持 80
清仓 34
方向
标的
Δ市值
现股数(环比)
减持
SPMB
SPDR SER TR
-$162.7M
676,854
-90%
减持
JPUS
J P MORGAN EXCHANGE-TRADED F
-$80.4M
835,417
-47%
减持
EFA
ISHARES TR
-$33.9M
880,375
-30%
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
+$26.9M
515,580
+36%
减持
IWF
ISHARES TR
-$25.5M
320,745
-14%
增持
IEFA
ISHARES TR
+$24.9M
971,887
+70%
增持
IWM
ISHARES TR
+$21.8M
219,392
+110%
增持
IUSG
ISHARES TR
+$21.2M
212,744
+1757%
增持
EFV
ISHARES TR
+$18.2M
730,205
+99%
减持
MSFT
MICROSOFT CORP
-$15.5M
81,578
-32%
减持
IJH
ISHARES TR
-$13.1M
141,204
-22%
减持
AAPL
APPLE INC
-$10.9M
188,886
-24%
增持
IVW
ISHARES TR
+$10.6M
445,801
+59%
减持
AMZN
AMAZON COM INC
-$10.1M
4,849
-38%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$9.9M
120,493
+218%
增持
AVUS
AMERICAN CENTY ETF TR
+$7.8M
114,387
+842%
增持
DFIV
DIMENSIONAL ETF TRUST
+$7.2M
1,936,562
+10%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$6.8M
944,697
+27%
增持
VTV
VANGUARD INDEX FDS
+$6.5M
1,158,837
+3%
减持
META
META PLATFORMS INC
-$6.2M
5,214
-76%
增持
IWN
ISHARES TR
+$5.3M
119,666
+42%
增持
IEMG
ISHARES INC
-$5.3M
1,343,203
+1%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$4.9M
569,575
+30%
清仓
—
BRYN MAWR BK CORP
-$4.9M
0
-100%
增持
WSFS
WSFS FINL CORP
+$4.7M
114,831
+826%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$4.6M
75,032
+3%
增持
SCZ
ISHARES TR
-$4.3M
938,101
+3%
增持
COMT
ISHARES U S ETF TR
+$4.1M
112,759
+784%
减持
HD
HOME DEPOT INC
-$4.0M
28,685
-6%
增持
SHM
SPDR SER TR
+$3.9M
127,628
+190%
减持
JPM
JPMORGAN CHASE & CO
-$3.6M
20,018
-50%
减持
GOOGL
ALPHABET INC
-$3.2M
1,557
-40%
减持
GOOG
ALPHABET INC
-$3.0M
2,762
-26%
增持
DFUS
DIMENSIONAL ETF TRUST
-$3.0M
1,178,058
+0%
减持
DFAS
DIMENSIONAL ETF TRUST
-$2.9M
543,178
-2%
减持
DFAC
DIMENSIONAL ETF TRUST
-$2.6M
1,664,262
-1%
增持
VWOB
VANGUARD WHITEHALL FDS
+$2.6M
83,932
+97%
减持
BSV
VANGUARD BD INDEX FDS
-$2.4M
263,221
-7%
增持
EMB
ISHARES TR
+$2.4M
605,289
+16%
减持
—
ACCENTURE PLC IRELAND
-$2.3M
4,524
-50%
减持
CSCO
CISCO SYS INC
-$2.2M
20,178
-61%
减持
MA
MASTERCARD INCORPORATED
-$2.1M
4,861
-55%
减持
VZ
VERIZON COMMUNICATIONS INC
-$2.1M
25,225
-61%
减持
CMCSA
COMCAST CORP NEW
-$2.1M
28,178
-58%
建仓
SHY
ISHARES TR
+$2.0M
24,151
减持
INTC
INTEL CORP
-$1.9M
41,138
-47%
减持
PPG
PPG INDS INC
-$1.9M
31,353
-10%
减持
NKE
NIKE INC
-$1.9M
3,184
-77%
减持
V
VISA INC
-$1.9M
16,587
-35%
减持
PEP
PEPSICO INC
-$1.8M
32,115
-22%
增持
AGG
ISHARES TR
+$1.8M
56,973
+50%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$1.7M
2,842
-47%
减持
WMT
WALMART INC
-$1.7M
7,119
-62%
建仓
ESRT
EMPIRE ST RLTY TR INC
+$1.7M
170,354
减持
MS
MORGAN STANLEY
-$1.7M
19,340
-44%
增持
BIV
VANGUARD BD INDEX FDS
-$1.7M
389,485
+2%
减持
BAC
BK OF AMERICA CORP
-$1.7M
46,583
-42%
减持
KO
COCA COLA CO
-$1.7M
19,357
-60%
减持
IWB
ISHARES TR
-$1.6M
68,425
-3%
减持
COST
COSTCO WHSL CORP NEW
-$1.5M
2,932
-48%
增持
VTI
VANGUARD INDEX FDS
+$1.5M
38,534
+28%
减持
T
AT&T INC
-$1.5M
35,072
-62%
减持
IWD
ISHARES TR
-$1.4M
126,041
-5%
清仓
AMAT
APPLIED MATLS INC
-$1.4M
0
-100%
减持
MMM
3M CO
-$1.4M
11,265
-35%
减持
TXN
TEXAS INSTRS INC
-$1.3M
6,318
-52%
增持
IVE
ISHARES TR
+$1.3M
68,361
+14%
清仓
ZTS
ZOETIS INC
-$1.2M
0
-100%
减持
UPS
UNITED PARCEL SERVICE INC
-$1.2M
1,150
-83%
增持
JNJ
JOHNSON & JOHNSON
+$1.2M
35,616
+19%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$1.2M
11,033
-43%
减持
QCOM
QUALCOMM INC
-$1.1M
2,714
-68%
减持
RWO
SPDR INDEX SHS FDS
-$1.1M
303,904
-2%
减持
UNP
UNION PAC CORP
-$1.1M
7,166
-42%
减持
LOW
LOWES COS INC
-$1.1M
15,102
-7%
减持
CWB
SPDR SER TR
-$1.1M
61,431
-13%
减持
NVDA
NVIDIA CORPORATION
-$1.1M
2,021
-64%
减持
—
LINDE PLC
-$1.1M
855
-78%
减持
AVTR
AVANTOR INC
-$1.0M
75,345
-12%
减持
GS
GOLDMAN SACHS GROUP INC
-$999.0K
1,310
-65%
减持
DIS
DISNEY WALT CO
-$985.0K
11,842
-30%
减持
TGT
TARGET CORP
-$978.0K
1,742
-70%
减持
IWO
ISHARES TR
-$975.0K
23,857
-1%
清仓
SPGI
S&P GLOBAL INC
-$941.0K
0
-100%
清仓
PYPL
PAYPAL HLDGS INC
-$933.0K
0
-100%
增持
MUB
ISHARES TR
+$918.0K
93,155
+17%
减持
NFLX
NETFLIX INC
-$915.0K
692
-64%
减持
BND
VANGUARD BD INDEX FDS
-$913.0K
54,545
-12%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$898.0K
7,444
-29%
清仓
CHTR
CHARTER COMMUNICATIONS INC N
-$894.0K
0
-100%
减持
TJX
TJX COS INC NEW
-$860.0K
4,340
-71%
减持
TSLA
TESLA INC
-$853.0K
935
-47%
减持
CRM
SALESFORCE COM INC
-$852.0K
1,795
-63%
减持
DE
DEERE & CO
-$814.0K
1,099
-70%
清仓
GM
GENERAL MTRS CO
-$803.0K
0
-100%
减持
WFC
WELLS FARGO CO NEW
-$790.0K
11,155
-60%
建仓
—
DUN & BRADSTREET HLDGS INC
+$780.0K
44,499
减持
VBR
VANGUARD INDEX FDS
-$780.0K
170,423
-1%
清仓
MU
MICRON TECHNOLOGY INC
-$774.0K
0
-100%
清仓
ROST
ROSS STORES INC
-$764.0K
0
-100%
减持
C
CITIGROUP INC
-$757.0K
5,299
-69%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$749.0K
137,241
-5%
减持
ODFL
OLD DOMINION FREIGHT LINE IN
-$747.0K
1,089
-64%
增持
IVV
ISHARES TR
+$720.0K
42,773
+9%
清仓
SHW
SHERWIN WILLIAMS CO
-$718.0K
0
-100%
清仓
—
LAM RESEARCH CORP
-$706.0K
0
-100%
减持
HUM
HUMANA INC
-$699.0K
1,937
-42%
减持
—
BLACKROCK INC
-$699.0K
595
-53%
清仓
MRSH
MARSH & MCLENNAN COS INC
-$691.0K
0
-100%
清仓
—
IROBOT CORP
-$685.0K
0
-100%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$679.0K
0
-100%
清仓
ALL
ALLSTATE CORP
-$660.0K
0
-100%
清仓
FDX
FEDEX CORP
-$657.0K
0
-100%
减持
—
SVB FINANCIAL GROUP
-$652.0K
1,465
-32%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$652.0K
944,326
+5%
清仓
—
LYONDELLBASELL INDUSTRIES N
-$647.0K
0
-100%
清仓
FAST
FASTENAL CO
-$642.0K
0
-100%
减持
CAT
CATERPILLAR INC
-$625.0K
3,604
-48%
减持
—
EXXON MOBIL CORP
+$621.0K
33,016
-4%
减持
LMT
LOCKHEED MARTIN CORP
+$617.0K
7,425
-1%
增持
DFAT
DIMENSIONAL ETF TRUST
-$615.0K
1,186,042
+1%
清仓
NUE
NUCOR CORP
-$607.0K
0
-100%
清仓
KLAC
KLA CORP
-$600.0K
0
-100%
减持
CL
COLGATE PALMOLIVE CO
-$597.0K
20,301
-19%
清仓
DAL
DELTA AIR LINES INC DEL
-$589.0K
0
-100%
减持
TRV
TRAVELERS COMPANIES INC
-$587.0K
2,335
-64%
清仓
USB
US BANCORP DEL
-$585.0K
0
-100%
清仓
—
DISCOVER FINL SVCS
-$585.0K
0
-100%
减持
WM
WASTE MGMT INC DEL
-$582.0K
1,871
-64%
减持
ITW
ILLINOIS TOOL WKS INC
-$575.0K
4,343
-28%
减持
PNC
PNC FINL SVCS GROUP INC
-$572.0K
1,246
-69%
清仓
—
AON PLC
-$570.0K
0
-100%
减持
AXP
AMERICAN EXPRESS CO
-$564.0K
16,691
-26%
减持
DFAX
DIMENSIONAL ETF TRUST
-$561.0K
411,643
-1%
清仓
TMUS
T-MOBILE US INC
-$560.0K
0
-100%
清仓
CARR
CARRIER GLOBAL CORPORATION
-$554.0K
0
-100%
清仓
VRSK
VERISK ANALYTICS INC
-$549.0K
0
-100%
清仓
FCX
FREEPORT-MCMORAN INC
-$549.0K
0
-100%
增持
ABBV
ABBVIE INC
+$545.0K
10,801
+21%
清仓
DG
DOLLAR GEN CORP NEW
-$541.0K
0
-100%
清仓
PH
PARKER-HANNIFIN CORP
-$532.0K
0
-100%
减持
MCD
MCDONALDS CORP
-$530.0K
12,717
-7%
清仓
RPM
RPM INTL INC
-$524.0K
0
-100%
清仓
PGR
PROGRESSIVE CORP
-$522.0K
0
-100%
减持
DOW
DOW INC
-$522.0K
25,222
-33%
清仓
BALL
BALL CORP
-$518.0K
0
-100%
减持
CI
CIGNA CORP NEW
-$512.0K
1,345
-63%
增持
CVX
CHEVRON CORP NEW
+$511.0K
8,968
+11%
清仓
—
ATLASSIAN CORP PLC
-$511.0K
0
-100%
减持
CSX
CSX CORP
-$507.0K
36,560
-27%
