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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 13
增持 43
减持 78
清仓 16
方向
标的
Δ市值
现股数(环比)
建仓
DFUV
DIMENSIONAL ETF TRUST
+$95.2M
3,011,657
减持
JPUS
J P MORGAN EXCHANGE TRADED F
-$37.0M
549,685
-34%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$17.8M
943,320
-0%
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。
减持
SPMB
SPDR SER TR
-$14.4M
80,194
-88%
增持
IWF
ISHARES TR
-$13.3M
346,494
+8%
减持
IEMG
ISHARES INC
-$11.9M
1,278,667
-5%
减持
EFA
ISHARES TR
-$11.6M
852,063
-3%
减持
DFUS
DIMENSIONAL ETF TRUST
-$10.4M
1,160,916
-1%
减持
IJH
ISHARES TR
-$10.1M
122,993
-13%
减持
DFAT
DIMENSIONAL ETF TRUST
-$9.9M
1,126,903
-5%
增持
VTV
VANGUARD INDEX FDS
-$9.4M
1,227,253
+6%
减持
DFIV
DIMENSIONAL ETF TRUST
-$9.2M
1,925,340
-1%
增持
VTEB
VANGUARD MUN BD FDS
+$8.5M
337,903
+109%
增持
AVUS
AMERICAN CENTY ETF TR
+$8.3M
263,891
+131%
减持
AAPL
APPLE INC
-$7.3M
187,679
-1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$6.8M
882,614
-7%
增持
DFAC
DIMENSIONAL ETF TRUST
-$6.7M
1,682,784
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$6.3M
74,078
-1%
增持
EFV
ISHARES TR
+$6.1M
986,602
+35%
增持
IVW
ISHARES TR
-$5.3M
476,315
+7%
增持
AMZN
AMAZON COM INC
-$5.2M
99,560
+1953%
增持
SCZ
ISHARES TR
-$5.2M
1,044,484
+11%
减持
IUSG
ISHARES TR
-$5.2M
206,744
-3%
增持
IWD
ISHARES TR
+$5.0M
178,601
+42%
减持
DFAS
DIMENSIONAL ETF TRUST
-$4.9M
531,800
-2%
增持
IEFA
ISHARES TR
+$4.4M
1,222,124
+26%
减持
BSV
VANGUARD BD INDEX FDS
-$4.1M
213,233
-19%
减持
IWB
ISHARES TR
-$3.7M
64,676
-5%
减持
IVV
ISHARES TR
-$3.6M
41,604
-3%
增持
VWOB
VANGUARD WHITEHALL FDS
+$3.6M
154,278
+84%
增持
MSFT
MICROSOFT CORP
-$3.1M
85,742
+5%
增持
SUB
ISHARES TR
+$3.1M
141,388
+27%
增持
EMB
ISHARES TR
-$3.1M
657,308
+9%
增持
CWB
SPDR SER TR
+$3.1M
120,580
+96%
增持
MEAR
ISHARES U S ETF TR
+$2.9M
66,695
+734%
减持
VNQ
VANGUARD INDEX FDS
-$2.9M
98,433
-10%
减持
TIP
ISHARES TR
-$2.5M
55,113
-21%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
-$2.4M
612,360
+8%
减持
GOOG
ALPHABET INC
-$2.3M
2,468
-11%
减持
VTI
VANGUARD INDEX FDS
-$2.3M
34,241
-11%
减持
SHM
SPDR SER TR
-$2.2M
81,578
-36%
减持
IUSB
ISHARES TR
-$2.1M
22,361
-65%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$2.1M
102,021
-26%
增持
VSS
VANGUARD INTL EQUITY INDEX F
-$2.1M
124,073
+3%
增持
IWM
ISHARES TR
+$2.0M
277,504
+26%
减持
DFAX
DIMENSIONAL ETF TRUST
-$1.9M
388,915
-6%
减持
WSFS
WSFS FINL CORP
-$1.5M
95,469
-17%
减持
BND
VANGUARD BD INDEX FDS
-$1.4M
38,838
-29%
减持
VV
VANGUARD INDEX FDS
-$1.3M
22,993
-9%
减持
IVE
ISHARES TR
-$1.3M
68,051
-0%
减持
SPMD
SPDR SER TR
-$1.2M
27,959
-43%
增持
IJS
ISHARES TR
-$1.2M
96,152
+1%
增持
VUG
VANGUARD INDEX FDS
-$1.2M
660,078
+28%
减持
VO
VANGUARD INDEX FDS
-$1.1M
11,823
-19%
减持
SPY
SPDR S&P 500 ETF TR
-$1.1M
11,835
-4%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$1.1M
11,634
-3%
增持
IWO
ISHARES TR
-$1.0M
24,547
+3%
增持
BIV
VANGUARD BD INDEX FDS
-$1.0M
397,469
+2%
建仓
—
AVADEL PHARMACEUTICALS PLC
+$1.0M
423,000
增持
MA
MASTERCARD INCORPORATED
+$1.0M
8,678
+79%
减持
AGG
ISHARES TR
-$974.0K
50,431
-11%
建仓
HII
HUNTINGTON INGALLS INDS INC
+$918.0K
4,214
减持
DON
WISDOMTREE TR
-$913.0K
83,027
-11%
增持
VBK
VANGUARD INDEX FDS
-$855.0K
22,407
+6%
减持
VOO
VANGUARD INDEX FDS
-$846.0K
8,057
-8%
减持
AXP
AMERICAN EXPRESS CO
-$811.0K
16,667
-0%
减持
TFI
SPDR SER TR
-$784.0K
9,506
-63%
减持
VDE
VANGUARD WORLD FDS
-$741.0K
4,984
-57%
减持
EEM
ISHARES TR
-$735.0K
48,181
-18%
建仓
VOOV
VANGUARD ADMIRAL FDS INC
+$731.0K
5,500
减持
V
VISA INC
-$713.0K
15,058
-9%
减持
VAW
VANGUARD WORLD FDS
-$668.0K
11,991
-10%
清仓
TFX
TELEFLEX INCORPORATED
-$659.0K
0
-100%
增持
HD
HOME DEPOT INC
-$655.0K
28,915
+1%
减持
VYM
VANGUARD WHITEHALL FDS
-$645.0K
17,010
-20%
增持
LMT
LOCKHEED MARTIN CORP
+$635.0K
9,101
+23%
减持
SLYV
SPDR SER TR
-$622.0K
56,591
-0%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$601.0K
27,875
-5%
建仓
VOOG
VANGUARD ADMIRAL FDS INC
+$595.0K
2,733
减持
MUB
ISHARES TR
-$587.0K
90,508
-3%
清仓
DIA
SPDR DOW JONES INDL AVERAGE
-$556.0K
0
-100%
增持
IWN
ISHARES TR
+$555.0K
145,936
+22%
减持
QQQ
INVESCO QQQ TR
-$555.0K
4,628
-9%
减持
IWP
ISHARES TR
-$550.0K
22,522
-3%
减持
DIS
DISNEY WALT CO
-$545.0K
11,427
-4%
减持
SPYX
SPDR SER TR
-$541.0K
11,794
-20%
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$539.0K
11,462
-12%
减持
PPG
PPG INDS INC
-$527.0K
31,330
-0%
清仓
VOE
VANGUARD INDEX FDS
-$510.0K
0
-100%
增持
NOC
NORTHROP GRUMMAN CORP
+$496.0K
7,261
+9%
建仓
VIOO
VANGUARD ADMIRAL FDS INC
+$481.0K
2,826
清仓
AVDE
AMERICAN CENTY ETF TR
-$472.0K
0
-100%
减持
IWV
ISHARES TR
-$463.0K
8,297
-4%
增持
IJR
ISHARES TR
+$458.0K
21,228
+52%
增持
VBR
VANGUARD INDEX FDS
-$447.0K
197,147
+16%
减持
—
DUPONT DE NEMOURS INC
-$444.0K
24,177
-1%
减持
SPYG
SPDR SER TR
-$429.0K
24,083
-6%
减持
ITOT
ISHARES TR
-$428.0K
12,400
-15%
增持
BAC
BK OF AMERICA CORP
-$422.0K
48,112
+3%
减持
LOW
LOWES COS INC
-$420.0K
15,076
-0%
减持
CORP
PIMCO ETF TR
-$412.0K
9,037
-27%
减持
IJJ
ISHARES TR
-$407.0K
26,284
-0%
减持
SPSM
SPDR SER TR
-$381.0K
25,471
-17%
建仓
RIVN
RIVIAN AUTOMOTIVE INC
+$368.0K
14,285
清仓
EZU
ISHARES INC
-$366.0K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$364.0K
30,519
-2%
清仓
DEO
DIAGEO PLC
-$357.0K
0
-100%
减持
CMCSA
COMCAST CORP NEW
-$355.0K
24,578
-13%
减持
VB
VANGUARD INDEX FDS
-$353.0K
3,546
-23%
减持
META
META PLATFORMS INC
-$348.0K
5,026
-4%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$347.0K
2,591
-9%
清仓
CME
CME GROUP INC
-$347.0K
0
-100%
增持
REET
ISHARES TR
+$347.0K
65,721
+55%
清仓
ICVT
ISHARES TR
-$343.0K
0
-100%
增持
UNP
UNION PAC CORP
-$341.0K
7,583
+6%
增持
JNJ
JOHNSON & JOHNSON
+$340.0K
37,475
+5%
增持
GD
GENERAL DYNAMICS CORP
+$338.0K
8,459
+33%
建仓
PKG
PACKAGING CORP AMER
+$335.0K
2,435
减持
—
ACCENTURE PLC IRELAND
-$333.0K
4,298
-5%
增持
MRK
MERCK & CO INC
+$327.0K
35,480
+0%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$326.0K
2,304
+47%
减持
ABBV
ABBVIE INC
-$325.0K
9,309
-14%
减持
SPDW
SPDR INDEX SHS FDS
-$324.0K
25,819
-17%
建仓
HRL
HORMEL FOODS CORP
+$320.0K
6,758
增持
JPM
JPMORGAN CHASE & CO
-$320.0K
21,389
+7%
清仓
GPN
GLOBAL PMTS INC
-$317.0K
0
-100%
增持
TSLA
TESLA INC
-$317.0K
1,026
+10%
清仓
—
TIVITY HEALTH INC
-$316.0K
0
-100%
清仓
AGCO
AGCO CORP
-$311.0K
0
-100%
减持
CSX
CSX CORP
-$309.0K
36,484
-0%
增持
NSC
NORFOLK SOUTHN CORP
-$309.0K
7,768
+7%
减持
VGT
VANGUARD WORLD FDS
-$307.0K
2,238
-10%
增持
DOW
DOW INC
-$303.0K
25,263
+0%
清仓
HYG
ISHARES TR
-$301.0K
0
-100%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$294.0K
5,820
-15%
建仓
ESGD
ISHARES TR
+$293.0K
4,672
减持
LQD
ISHARES TR
-$289.0K
3,287
-39%
减持
CSCO
CISCO SYS INC
-$287.0K
19,649
-3%
减持
DFAU
DIMENSIONAL ETF TRUST
-$282.0K
12,155
-36%
清仓
QUAL
ISHARES TR
-$276.0K
0
-100%
减持
HON
HONEYWELL INTL INC
-$273.0K
12,388
-1%
建仓
MOAT
VANECK ETF TRUST
+$272.0K
4,271
建仓
ESGU
ISHARES TR
+$266.0K
3,175
减持
SPYV
SPDR SER TR
-$265.0K
43,764
-3%
清仓
IWS
ISHARES TR
-$264.0K
0
-100%
清仓
DFAE
DIMENSIONAL ETF TRUST
-$263.0K
0
-100%
建仓
VIOV
VANGUARD ADMIRAL FDS INC
+$262.0K
1,700
减持
ABT
ABBOTT LABS
-$261.0K
10,511
-11%
清仓
NFLX
NETFLIX INC
-$259.0K
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$258.0K
1,933
-4%
