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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 33
增持 70
减持 38
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
DFAC
DIMENSIONAL ETF TRUST
+$72.6M
4,581,107
+164%
增持
VTV
VANGUARD INDEX FDS
+$32.8M
1,237,807
+8%
增持
DFUV
DIMENSIONAL ETF TRUST
+$28.7M
3,321,410
+19%
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
IEFA
ISHARES TR
+$28.2M
1,763,153
+15%
增持
REET
ISHARES TR
+$19.8M
1,023,563
+529%
增持
SCZ
ISHARES TR
+$18.6M
1,350,821
+14%
增持
DFAT
DIMENSIONAL ETF TRUST
+$18.4M
1,284,870
+32%
建仓
CXM
SPRINKLR INC
+$18.3M
2,237,122
增持
EFV
ISHARES TR
+$18.2M
1,379,444
+18%
增持
DFIV
DIMENSIONAL ETF TRUST
+$18.2M
2,154,421
+17%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$17.5M
1,023,341
+0%
增持
VTEB
VANGUARD MUN BD FDS
+$15.3M
625,681
+92%
增持
AVUS
AMERICAN CENTY ETF TR
+$15.0M
549,352
+53%
增持
IEMG
ISHARES INC
+$13.3M
1,456,520
+14%
增持
VUG
VANGUARD INDEX FDS
+$12.8M
720,385
+10%
增持
IUSG
ISHARES TR
+$12.4M
370,802
+67%
增持
IUSV
ISHARES TR
+$10.8M
180,716
+489%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$10.8M
902,054
+21%
增持
VTI
VANGUARD INDEX FDS
+$9.1M
77,124
+146%
增持
VBR
VANGUARD INDEX FDS
+$8.0M
226,772
+16%
减持
MUB
ISHARES TR
-$7.0M
17,167
-80%
增持
IWD
ISHARES TR
+$6.0M
282,023
+4%
增持
DFUS
DIMENSIONAL ETF TRUST
+$5.7M
1,193,797
+6%
减持
IVW
ISHARES TR
-$5.6M
483,207
-17%
增持
DFAI
DIMENSIONAL ETF TRUST
+$5.5M
237,855
+1006%
增持
BSV
VANGUARD BD INDEX FDS
+$5.1M
193,828
+54%
增持
EMB
ISHARES TR
+$5.1M
696,226
+3%
增持
IWM
ISHARES TR
+$4.9M
357,240
+3%
增持
IWN
ISHARES TR
+$4.7M
219,555
+10%
减持
JPUS
J P MORGAN EXCHANGE TRADED F
-$4.1M
409,545
-18%
增持
DFAS
DIMENSIONAL ETF TRUST
+$4.0M
497,071
+8%
建仓
DFAE
DIMENSIONAL ETF TRUST
+$4.0M
182,691
减持
EFA
ISHARES TR
+$3.4M
600,699
-7%
增持
SUB
ISHARES TR
+$3.3M
158,147
+23%
增持
IVV
ISHARES TR
+$3.3M
47,106
+14%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.3M
74,330
+1%
增持
SPY
SPDR S&P 500 ETF TR
+$3.2M
18,887
+66%
减持
MEAR
ISHARES U S ETF TR
-$2.9M
7,995
-88%
增持
AMZN
AMAZON COM INC
-$2.8M
99,480
+1%
减持
AAPL
APPLE INC
-$2.5M
174,889
-4%
减持
IWF
ISHARES TR
-$2.5M
292,544
-6%
减持
TIP
ISHARES TR
-$2.3M
11,536
-65%
建仓
DFEM
DIMENSIONAL ETF TRUST
+$2.2M
98,008
建仓
DFNM
DIMENSIONAL ETF TRUST
+$2.2M
45,425
增持
VWOB
VANGUARD WHITEHALL FDS
+$2.2M
211,670
+13%
建仓
DISV
DIMENSIONAL ETF TRUST
+$2.0M
89,539
增持
VOO
VANGUARD INDEX FDS
+$1.8M
12,082
+59%
增持
JNJ
JOHNSON & JOHNSON
+$1.7M
44,189
+18%
增持
—
AVADEL PHARMACEUTICALS PLC
+$1.5M
594,000
+9%
减持
IJH
ISHARES TR
+$1.5M
111,994
-4%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.4M
818,772
-2%
增持
HD
HOME DEPOT INC
+$1.4M
29,349
+3%
减持
COMT
ISHARES U S ETF TR
-$1.3M
115,834
-9%
建仓
DEO
DIAGEO PLC
+$1.3M
7,293
建仓
DFIS
DIMENSIONAL ETF TRUST
+$1.3M
59,466
增持
AVDV
AMERICAN CENTY ETF TR
+$1.2M
26,643
+396%
减持
VNQ
VANGUARD INDEX FDS
-$1.2M
67,968
-19%
增持
IJS
ISHARES TR
+$1.1M
97,358
+3%
减持
SHM
SPDR SER TR
-$1.1M
30,908
-44%
增持
BND
VANGUARD BD INDEX FDS
+$1.1M
37,810
+66%
建仓
DFIC
DIMENSIONAL ETF TRUST
+$1.1M
48,121
减持
IVE
ISHARES TR
+$1.1M
67,517
-1%
增持
IJR
ISHARES TR
+$1.0M
35,205
+32%
增持
IWB
ISHARES TR
+$1.0M
64,441
+1%
增持
IAGG
ISHARES TR
+$986.1K
27,762
+302%
增持
NOC
NORTHROP GRUMMAN CORP
+$969.0K
8,123
+10%
建仓
VONV
VANGUARD SCOTTSDALE FDS
+$964.7K
14,490
增持
LMT
LOCKHEED MARTIN CORP
+$916.5K
9,142
+0%
减持
VSS
VANGUARD INTL EQUITY INDEX F
+$897.3K
134,795
-3%
减持
MRK
MERCK & CO INC
+$880.6K
35,526
-0%
减持
DON
WISDOMTREE TR
-$868.1K
50,242
-36%
增持
—
EXXON MOBIL CORP
+$859.5K
33,604
+3%
增持
JPM
JPMORGAN CHASE & CO
+$805.3K
21,494
+8%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$803.3K
43,615
-28%
清仓
FLOT
ISHARES TR
-$767.0K
0
-100%
增持
SPDW
SPDR INDEX SHS FDS
+$744.5K
34,101
+229%
增持
VOOV
VANGUARD ADMIRAL FDS INC
+$737.3K
10,140
+84%
减持
PG
PROCTER AND GAMBLE CO
+$691.0K
28,418
-1%
建仓
OXY
OCCIDENTAL PETE CORP
+$689.3K
10,943
减持
SPMB
SPDR SER TR
-$615.7K
21,259
-58%
增持
PFE
PFIZER INC
+$607.2K
74,399
+2%
建仓
—
SEELOS THERAPEUTICS INC
+$591.8K
871,505
建仓
DFCF
DIMENSIONAL ETF TRUST
+$582.7K
14,035
建仓
MTUM
ISHARES TR
+$556.9K
3,816
减持
WSFS
WSFS FINL CORP
-$556.4K
65,894
-14%
增持
VB
VANGUARD INDEX FDS
+$555.2K
5,891
+91%
增持
PEP
PEPSICO INC
+$550.1K
31,502
+0%
增持
AFL
AFLAC INC
+$534.3K
24,260
+13%
建仓
TDOC
TELADOC HEALTH INC
+$531.8K
22,485
增持
BAC
BANK AMERICA CORP
+$524.9K
58,330
+25%
建仓
VVR
INVESCO SR INCOME TR
+$518.8K
135,453
建仓
MOV
MOVADO GROUP INC
+$497.2K
15,417
减持
VAW
VANGUARD WORLD FDS
-$489.2K
6,944
-38%
减持
TSLA
TESLA INC
-$488.6K
2,682
-13%
清仓
RIVN
RIVIAN AUTOMOTIVE INC
-$470.0K
0
-100%
减持
PPG
PPG INDS INC
+$468.5K
31,306
-0%
增持
V
VISA INC
+$466.8K
15,127
+0%
建仓
VONG
VANGUARD SCOTTSDALE FDS
+$462.0K
8,381
增持
MCD
MCDONALDS CORP
+$455.8K
12,616
+1%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$450.8K
19,172
+6%
减持
MSFT
MICROSOFT CORP
-$432.0K
78,897
-5%
清仓
CORP
PIMCO ETF TR
-$427.0K
0
-100%
增持
AXP
AMERICAN EXPRESS CO
+$415.6K
15,781
+11%
减持
GOOG
ALPHABET INC
-$403.6K
49,796
-1%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$402.1K
8,903
+134%
减持
MA
MASTERCARD INCORPORATED
+$398.4K
7,895
-4%
清仓
ISTB
ISHARES TR
-$394.0K
0
-100%
增持
ESML
ISHARES TR
+$371.3K
18,896
+132%
建仓
GWX
SPDR INDEX SHS FDS
+$367.1K
12,482
建仓
VEU
VANGUARD INTL EQUITY INDEX F
+$366.9K
7,317
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$363.9K
7,260
减持
GOOGL
ALPHABET INC
-$358.8K
38,810
-2%
增持
ITOT
ISHARES TR
+$358.2K
14,648
+32%
增持
VYM
VANGUARD WHITEHALL FDS
+$349.8K
15,200
+11%
建仓
VCEB
VANGUARD WORLD FD
+$349.7K
5,764
减持
HON
HONEYWELL INTL INC
+$349.4K
10,711
-8%
增持
VHT
VANGUARD WORLD FDS
+$348.6K
2,558
+100%
减持
BIV
VANGUARD BD INDEX FDS
-$343.3K
386,420
-2%
增持
CSX
CSX CORP
+$335.9K
41,765
+16%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$333.2K
6,939
+36%
清仓
—
PINNACLE FINL PARTNERS INC
-$333.0K
0
-100%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$321.1K
3,050
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$320.4K
7,571
-30%
建仓
DWM
WISDOMTREE TR
+$315.4K
6,705
增持
NSC
NORFOLK SOUTHN CORP
+$314.2K
6,340
+6%
建仓
VTWG
VANGUARD SCOTTSDALE FDS
+$310.0K
1,991
减持
—
DUPONT DE NEMOURS INC
+$307.8K
21,372
-7%
清仓
ARCC
ARES CAPITAL CORP
-$306.0K
0
-100%
清仓
—
EATON CORP PLC
-$295.0K
0
-100%
建仓
VYMI
VANGUARD WHITEHALL FDS
+$293.4K
4,924
建仓
DFAR
DIMENSIONAL ETF TRUST
+$289.2K
13,672
增持
BA
BOEING CO
+$288.7K
2,854
+35%
建仓
ESGV
VANGUARD WORLD FD
+$286.6K
4,352
减持
DFAX
DIMENSIONAL ETF TRUST
-$286.4K
294,286
-16%
减持
ORCL
ORACLE CORP
+$285.9K
15,756
-4%
建仓
PRU
PRUDENTIAL FINL INC
+$284.8K
2,863
减持
CVX
CHEVRON CORP NEW
+$283.3K
8,381
-1%
清仓
IQDG
WISDOMTREE TR
-$282.0K
0
-100%
减持
IJJ
ISHARES TR
+$280.6K
26,256
-0%
建仓
BNDW
VANGUARD SCOTTSDALE FDS
+$280.3K
4,180
增持
WMT
WALMART INC
+$275.5K
7,592
+23%
增持
NVO
NOVO-NORDISK A S
+$275.4K
4,170
+44%
清仓
SPEM
SPDR INDEX SHS FDS
-$274.0K
0
-100%
增持
NKE
NIKE INC
+$271.0K
5,495
+23%
建仓
ESGU
ISHARES TR
+$254.3K
3,000
建仓
PSX
PHILLIPS 66
+$253.1K
2,432
建仓
AMP
AMERIPRISE FINL INC
+$251.3K
807
减持
ABBV
ABBVIE INC
+$250.1K
9,195
-0%
建仓
DVY
ISHARES TR
+$247.1K
2,049
减持
SPYG
SPDR SER TR
-$239.7K
15,991
-24%
