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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 11
增持 27
减持 80
清仓 32
方向
标的
Δ市值
现股数(环比)
减持
VTV
VANGUARD INDEX FDS
-$20.9M
1,141,313
-7%
减持
EFA
ISHARES TR
-$17.2M
643,384
-24%
减持
DFUV
DIMENSIONAL ETF TRUST
-$12.7M
2,786,651
-7%
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
IWD
ISHARES TR
+$10.9M
270,711
+52%
减持
IWF
ISHARES TR
-$10.6M
309,808
-11%
增持
IWM
ISHARES TR
+$10.4M
347,748
+25%
增持
IEFA
ISHARES TR
+$8.6M
1,528,022
+25%
减持
DFIV
DIMENSIONAL ETF TRUST
-$8.3M
1,836,072
-5%
减持
IEMG
ISHARES INC
-$8.0M
1,273,644
-0%
减持
JPUS
J P MORGAN EXCHANGE TRADED F
-$7.3M
502,472
-9%
减持
DFAT
DIMENSIONAL ETF TRUST
-$7.3M
976,848
-13%
减持
BSV
VANGUARD BD INDEX FDS
-$6.9M
126,224
-41%
减持
VUG
VANGUARD INDEX FDS
-$6.4M
657,872
-0%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$6.3M
834,930
-5%
增持
IWN
ISHARES TR
+$5.9M
199,824
+37%
增持
AVUS
AMERICAN CENTY ETF TR
+$5.2M
358,544
+36%
增持
IVW
ISHARES TR
+$5.1M
585,123
+23%
减持
DFAS
DIMENSIONAL ETF TRUST
-$4.1M
460,023
-13%
减持
DFUS
DIMENSIONAL ETF TRUST
-$3.4M
1,131,517
-3%
减持
TIP
ISHARES TR
-$2.8M
33,231
-40%
减持
MSFT
MICROSOFT CORP
-$2.7M
83,098
-3%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$2.6M
1,020,493
+8%
增持
EMB
ISHARES TR
-$2.3M
677,353
+3%
增持
EFV
ISHARES TR
+$2.2M
1,169,575
+19%
减持
VNQ
VANGUARD INDEX FDS
-$2.2M
84,316
-14%
减持
IJH
ISHARES TR
-$2.2M
116,856
-5%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$2.2M
60,182
-41%
减持
AGG
ISHARES TR
-$2.1M
31,108
-38%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$2.1M
743,609
+21%
增持
REET
ISHARES TR
+$1.9M
162,723
+148%
减持
BIV
VANGUARD BD INDEX FDS
-$1.8M
395,508
-0%
增持
—
AVADEL PHARMACEUTICALS PLC
+$1.7M
546,000
+29%
减持
DFAX
DIMENSIONAL ETF TRUST
-$1.7M
351,643
-10%
减持
SUB
ISHARES TR
-$1.6M
128,212
-9%
减持
VBR
VANGUARD INDEX FDS
-$1.5M
195,486
-1%
增持
IUSV
ISHARES TR
+$1.5M
30,674
+367%
建仓
SOTK
SONO TEK CORP
+$1.4M
195,543
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$1.3M
34,927
-42%
减持
SHM
SPDR SER TR
-$1.3M
55,408
-32%
增持
VWOB
VANGUARD WHITEHALL FDS
+$1.3M
187,113
+21%
减持
BND
VANGUARD BD INDEX FDS
-$1.3M
22,819
-41%
减持
VBK
VANGUARD INDEX FDS
-$1.2M
16,366
-27%
减持
INTC
INTEL CORP
-$1.2M
28,719
-44%
减持
VTEB
VANGUARD MUN BD FDS
-$1.2M
326,242
-3%
清仓
IUSB
ISHARES TR
-$1.0M
0
-100%
减持
IVV
ISHARES TR
-$1.0M
41,191
-1%
减持
IWB
ISHARES TR
-$872.0K
63,674
-2%
增持
AVTR
AVANTOR INC
-$868.0K
75,533
+0%
减持
MUB
ISHARES TR
-$853.0K
85,522
-6%
减持
VTI
VANGUARD INDEX FDS
-$822.0K
31,412
-8%
减持
IJS
ISHARES TR
-$773.0K
94,441
-2%
减持
PG
PROCTER AND GAMBLE CO
-$772.0K
28,641
-6%
减持
SPMB
SPDR SER TR
-$755.0K
50,198
-37%
增持
SCZ
ISHARES TR
+$712.0K
1,183,482
+13%
减持
PFE
PFIZER INC
-$693.0K
73,233
-1%
减持
VTIP
VANGUARD MALVERN FDS
-$688.0K
14,035
-48%
减持
IVE
ISHARES TR
-$627.0K
67,901
-0%
增持
DFAC
DIMENSIONAL ETF TRUST
-$601.0K
1,735,956
+3%
减持
AMZN
AMAZON COM INC
+$595.0K
98,840
-1%
减持
VV
VANGUARD INDEX FDS
-$590.0K
20,622
-10%
增持
GOOG
ALPHABET INC
-$577.0K
50,150
+1932%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$545.0K
73,703
-1%
增持
GOOGL
ALPHABET INC
-$543.0K
39,550
+1892%
减持
JNJ
JOHNSON & JOHNSON
-$534.0K
37,451
-0%
减持
NSC
NORFOLK SOUTHN CORP
-$518.0K
5,954
-23%
增持
IUSG
ISHARES TR
+$512.0K
222,202
+7%
建仓
EEMX
SPDR INDEX SHS FDS
+$480.0K
9,052
减持
SPDW
SPDR INDEX SHS FDS
-$477.0K
10,380
-60%
减持
MMM
3M CO
-$448.0K
9,176
-19%
减持
CORP
PIMCO ETF TR
-$444.0K
4,676
-48%
清仓
TFI
SPDR SER TR
-$436.0K
0
-100%
减持
VYM
VANGUARD WHITEHALL FDS
-$435.0K
13,646
-20%
减持
VZ
VERIZON COMMUNICATIONS INC
-$424.0K
19,956
-14%
建仓
COF
CAPITAL ONE FINL CORP
+$421.0K
4,565
减持
SPY
SPDR S&P 500 ETF TR
-$405.0K
11,368
-4%
减持
AXP
AMERICAN EXPRESS CO
-$394.0K
14,200
-15%
减持
MA
MASTERCARD INCORPORATED
-$391.0K
8,255
-5%
减持
AAPL
APPLE INC
-$386.0K
182,870
-3%
清仓
VXUS
VANGUARD STAR FDS
-$383.0K
0
-100%
增持
LMT
LOCKHEED MARTIN CORP
-$382.0K
9,141
+0%
减持
CMCSA
COMCAST CORP NEW
-$379.0K
19,956
-19%
清仓
DWM
WISDOMTREE TR
-$377.0K
0
-100%
清仓
LQD
ISHARES TR
-$362.0K
0
-100%
增持
IJR
ISHARES TR
+$361.0K
26,648
+26%
减持
EEM
ISHARES TR
-$356.0K
45,170
-6%
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$353.0K
3,211
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$344.0K
18,128
-5%
建仓
IAGG
ISHARES TR
+$334.0K
6,904
建仓
—
PINNACLE FINL PARTNERS INC
+$333.0K
4,100
清仓
VGK
VANGUARD INTL EQUITY INDEX F
-$333.0K
0
-100%
清仓
IFF
INTERNATIONAL FLAVORS&FRAGRA
-$333.0K
0
-100%
减持
JPM
JPMORGAN CHASE & CO
-$332.0K
19,880
-7%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$323.0K
11,173
-4%
减持
IWO
ISHARES TR
-$312.0K
23,000
-6%
减持
VOO
VANGUARD INDEX FDS
-$305.0K
7,584
-6%
减持
SLYV
SPDR SER TR
-$303.0K
56,528
-0%
减持
DON
WISDOMTREE TR
-$301.0K
77,901
-6%
清仓
SCHF
SCHWAB STRATEGIC TR
-$298.0K
0
-100%
清仓
ESGD
ISHARES TR
-$293.0K
0
-100%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$289.0K
2,394
-8%
增持
V
VISA INC
-$289.0K
15,066
+0%
减持
WSFS
WSFS FINL CORP
-$283.0K
76,282
-20%
建仓
IQDG
WISDOMTREE TR
+$282.0K
10,700
减持
VO
VANGUARD INDEX FDS
-$282.0K
10,887
-8%
建仓
IESC
IES HLDGS INC
+$273.0K
9,900
清仓
PRU
PRUDENTIAL FINL INC
-$272.0K
0
-100%
清仓
MOAT
VANECK ETF TRUST
-$272.0K
0
-100%
清仓
ESGU
ISHARES TR
-$266.0K
0
-100%
清仓
VPL
VANGUARD INTL EQUITY INDEX F
-$262.0K
0
-100%
减持
PEP
PEPSICO INC
-$257.0K
31,491
-3%
建仓
AVDV
AMERICAN CENTY ETF TR
+$255.0K
5,375
清仓
BAX
BAXTER INTL INC
-$255.0K
0
-100%
减持
CWB
SPDR SER TR
-$252.0K
119,007
-1%
减持
VAW
VANGUARD WORLD FDS
-$250.0K
11,257
-6%
减持
WTRG
ESSENTIAL UTILS INC
-$249.0K
34,367
-6%
减持
SPMD
SPDR SER TR
-$246.0K
22,415
-20%
清仓
—
LINDE PLC
-$239.0K
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$234.0K
11,210
+1%
减持
T
AT&T INC
-$231.0K
27,075
-12%
清仓
MKC
MCCORMICK & CO INC
-$228.0K
0
-100%
清仓
BKNG
BOOKING HOLDINGS INC
-$226.0K
0
-100%
清仓
AVUV
AMERICAN CENTY ETF TR
-$225.0K
0
-100%
清仓
FDX
FEDEX CORP
-$220.0K
0
-100%
减持
IEF
ISHARES TR
-$220.0K
3,989
-32%
清仓
VEU
VANGUARD INTL EQUITY INDEX F
-$219.0K
0
-100%
清仓
GIS
GENERAL MLS INC
-$216.0K
0
-100%
清仓
ROK
ROCKWELL AUTOMATION INC
-$216.0K
0
-100%
清仓
SYY
SYSCO CORP
-$215.0K
0
-100%
减持
IJT
ISHARES TR
-$212.0K
13,283
-10%
清仓
PSX
PHILLIPS 66
-$210.0K
0
-100%
减持
SPYG
SPDR SER TR
-$209.0K
20,959
-13%
减持
META
META PLATFORMS INC
-$209.0K
4,435
-12%
清仓
BNY
BANK NEW YORK MELLON CORP
-$208.0K
0
-100%
减持
HON
HONEYWELL INTL INC
-$207.0K
11,657
-6%
清仓
FENY
FIDELITY COVINGTON TRUST
-$207.0K
0
-100%
清仓
CCI
CROWN CASTLE INTL CORP NEW
-$207.0K
0
-100%
减持
IWV
ISHARES TR
-$206.0K
7,716
-7%
建仓
AGCO
AGCO CORP
+$205.0K
2,136
清仓
AOR
ISHARES TR
-$205.0K
0
-100%
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$204.0K
10,776
-6%
减持
LUV
SOUTHWEST AIRLS CO
-$204.0K
6,589
-41%
清仓
STT
STATE STR CORP
-$204.0K
0
-100%
清仓
BP
BP PLC
-$203.0K
0
-100%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$203.0K
27,583
-1%
增持
RWO
SPDR INDEX SHS FDS
-$202.0K
417,459
+13%
清仓
IYW
ISHARES TR
-$202.0K
0
-100%
建仓
XLI
SELECT SECTOR SPDR TR
+$201.0K
2,428
清仓
RWX
SPDR INDEX SHS FDS
-$201.0K
0
-100%
增持
MCD
MCDONALDS CORP
-$198.0K
12,434
+0%
增持
DOW
DOW INC
-$194.0K
25,274
+0%
