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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 19
增持 65
减持 56
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
EMB
ISHARES TR
-$53.9M
57,741
-92%
增持
IUSV
ISHARES TR
+$53.6M
899,102
+398%
增持
IJR
ISHARES TR
+$43.7M
486,041
+1281%
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
+$41.4M
781,567
+8%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$29.1M
469,378
+5501%
减持
IWM
ISHARES TR
-$27.7M
193,661
-46%
减持
DFUV
DIMENSIONAL ETF TRUST
-$24.2M
2,599,602
-22%
减持
VTV
VANGUARD INDEX FDS
-$23.8M
1,085,885
-12%
增持
SCZ
ISHARES TR
+$20.5M
1,626,925
+20%
增持
DFIV
DIMENSIONAL ETF TRUST
+$20.4M
2,664,034
+24%
建仓
DFSV
DIMENSIONAL ETF TRUST
+$19.8M
793,750
减持
DFAT
DIMENSIONAL ETF TRUST
-$15.3M
924,050
-28%
增持
IEFA
ISHARES TR
+$14.6M
1,843,716
+5%
减持
IUSG
ISHARES TR
-$12.7M
197,730
-47%
减持
VWOB
VANGUARD WHITEHALL FDS
-$10.8M
33,324
-84%
增持
AAPL
APPLE INC
+$8.5M
189,182
+8%
减持
IWF
ISHARES TR
+$7.9M
288,740
-1%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$7.8M
55,408
-59%
增持
MSFT
MICROSOFT CORP
+$7.7M
92,330
+17%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$7.2M
1,055,428
+3%
减持
IVW
ISHARES TR
-$7.0M
332,495
-31%
增持
EFV
ISHARES TR
+$6.5M
1,437,295
+4%
减持
DFAS
DIMENSIONAL ETF TRUST
-$6.2M
365,092
-27%
增持
DFAC
DIMENSIONAL ETF TRUST
+$6.1M
4,604,409
+1%
增持
AVUS
AMERICAN CENTY ETF TR
+$5.6M
606,776
+10%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$5.3M
659,316
-19%
增持
DFUS
DIMENSIONAL ETF TRUST
+$5.0M
1,231,051
+3%
减持
COMT
ISHARES U S ETF TR
-$2.9M
12,034
-90%
减持
EFA
ISHARES TR
+$2.7M
589,374
-2%
减持
JPUS
J P MORGAN EXCHANGE TRADED F
-$2.7M
377,909
-8%
增持
AMZN
AMAZON COM INC
+$2.1M
101,184
+2%
增持
VTI
VANGUARD INDEX FDS
+$2.0M
82,239
+7%
增持
SPY
SPDR S&P 500 ETF TR
+$1.8M
22,009
+17%
增持
VTEB
VANGUARD MUN BD FDS
+$1.7M
645,198
+3%
减持
SUB
ISHARES TR
-$1.7M
141,498
-11%
减持
RWO
SPDR INDEX SHS FDS
-$1.6M
356,217
-10%
增持
DFAU
DIMENSIONAL ETF TRUST
+$1.3M
63,064
+236%
减持
CXM
SPRINKLR INC
-$1.2M
1,316,122
-41%
增持
IWD
ISHARES TR
+$1.2M
288,715
+2%
增持
IJH
ISHARES TR
+$1.2M
112,907
+1%
清仓
ESRT
EMPIRE ST RLTY TR INC
-$1.1M
0
-100%
增持
DEO
DIAGEO PLC
+$1.1M
13,462
+85%
增持
GOOGL
ALPHABET INC
+$1.1M
43,230
+11%
增持
DFAI
DIMENSIONAL ETF TRUST
+$1.1M
259,997
+9%
增持
GOOG
ALPHABET INC
+$986.7K
51,972
+4%
增持
DFAE
DIMENSIONAL ETF TRUST
+$963.8K
216,069
+18%
增持
TSLA
TESLA INC
+$942.6K
6,136
+129%
减持
VBK
VANGUARD INDEX FDS
-$906.3K
9,901
-35%
减持
IWB
ISHARES TR
+$883.4K
64,154
-0%
减持
CWB
SPDR SER TR
-$840.5K
100,610
-15%
增持
VOO
VANGUARD INDEX FDS
+$829.8K
13,494
+12%
减持
BIV
VANGUARD BD INDEX FDS
+$787.1K
384,491
-0%
减持
VBR
VANGUARD INDEX FDS
-$782.8K
221,898
-2%
增持
PFE
PFIZER INC
-$769.7K
74,571
+0%
减持
BND
VANGUARD BD INDEX FDS
-$721.0K
27,026
-29%
减持
NOC
NORTHROP GRUMMAN CORP
-$686.1K
8,113
-0%
增持
OXY
OCCIDENTAL PETE CORP
+$645.3K
21,378
+95%
增持
META
META PLATFORMS INC
+$638.3K
5,602
+23%
减持
IWN
ISHARES TR
-$631.2K
217,593
-1%
增持
NVDA
NVIDIA CORPORATION
+$614.6K
3,511
+42%
减持
IEMG
ISHARES INC
+$591.5K
1,406,251
-3%
增持
HD
HOME DEPOT INC
-$588.7K
29,416
+0%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$588.0K
851,168
-6%
增持
WSFS
WSFS FINL CORP
-$506.0K
65,984
+0%
建仓
DFGR
DIMENSIONAL ETF TRUST
+$502.5K
20,470
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$501.1K
20,893
-36%
清仓
MOV
MOVADO GROUP INC
-$497.2K
0
-100%
减持
AMGN
AMGEN INC
-$494.4K
3,866
-29%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$484.7K
30,477
+13%
增持
V
VISA INC
+$481.0K
16,073
+6%
增持
REET
ISHARES TR
+$480.4K
1,034,692
+1%
增持
MCD
MCDONALDS CORP
+$441.8K
13,471
+7%
增持
COST
COSTCO WHSL CORP NEW
+$410.0K
3,663
+19%
增持
BSV
VANGUARD BD INDEX FDS
+$402.7K
196,026
+1%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$388.7K
8,655
-12%
减持
SHM
SPDR SER TR
-$367.5K
22,808
-26%
增持
QQQ
INVESCO QQQ TR
+$352.5K
4,733
+8%
减持
DFAX
DIMENSIONAL ETF TRUST
+$347.0K
290,704
-1%
建仓
NFLX
NETFLIX INC
+$346.2K
1,002
减持
IVE
ISHARES TR
+$343.3K
66,803
-1%
清仓
—
SVB FINANCIAL GROUP
-$334.9K
0
-100%
增持
DFNM
DIMENSIONAL ETF TRUST
+$329.5K
51,770
+14%
减持
NSC
NORFOLK SOUTHN CORP
-$320.0K
5,859
-8%
减持
BAC
BANK AMERICA CORP
-$314.9K
56,539
-3%
清仓
ICSH
ISHARES TR
-$293.6K
0
-100%
清仓
VYMI
VANGUARD WHITEHALL FDS
-$293.4K
0
-100%
建仓
TTD
THE TRADE DESK INC
+$291.1K
4,780
建仓
DFSU
DIMENSIONAL ETF TRUST
+$277.4K
10,420
增持
UNH
UNITEDHEALTH GROUP INC
-$276.5K
5,335
+1%
减持
VYM
VANGUARD WHITEHALL FDS
-$275.5K
12,979
-15%
增持
VV
VANGUARD INDEX FDS
+$264.3K
20,713
+0%
增持
DVY
ISHARES TR
+$257.4K
4,306
+110%
建仓
FDX
FEDEX CORP
+$255.2K
1,117
建仓
CCI
CROWN CASTLE INC
+$255.0K
1,905
减持
IJT
ISHARES TR
-$252.5K
11,516
-18%
建仓
BX
BLACKSTONE INC
+$245.8K
2,798
减持
AXP
AMERICAN EXPRESS CO
+$243.1K
15,609
-1%
清仓
FC
FRANKLIN COVEY CO
-$243.0K
0
-100%
建仓
MKC
MCCORMICK & CO INC
+$236.3K
2,840
减持
MMM
3M CO
-$233.3K
8,089
-10%
增持
BA
BOEING CO
+$231.5K
3,649
+28%
减持
AFL
AFLAC INC
-$230.9K
23,472
-3%
减持
IVV
ISHARES TR
-$229.9K
43,468
-8%
增持
DHR
DANAHER CORPORATION
+$227.7K
2,860
+54%
建仓
—
SP PLUS CORP
+$227.5K
415
清仓
VIGI
VANGUARD WHITEHALL FDS
-$226.6K
0
-100%
清仓
BKNG
BOOKING HOLDINGS INC
-$225.7K
0
-100%
清仓
ALL
ALLSTATE CORP
-$224.2K
0
-100%
减持
STIP
ISHARES TR
-$219.5K
5,360
-31%
建仓
CFG
CITIZENS FINL GROUP INC
+$219.4K
7,224
减持
LMT
LOCKHEED MARTIN CORP
-$217.1K
8,949
-2%
建仓
IYW
ISHARES TR
+$216.1K
2,328
减持
PPG
PPG INDS INC
+$214.5K
31,074
-1%
建仓
LQD
ISHARES TR
+$214.2K
1,955
建仓
VGK
VANGUARD INTL EQUITY INDEX F
+$212.8K
3,492
清仓
UPS
UNITED PARCEL SERVICE INC
-$210.1K
0
-100%
建仓
IXUS
ISHARES TR
+$206.8K
3,338
建仓
LTPZ
PIMCO ETF TR
+$206.3K
3,345
建仓
GPN
GLOBAL PMTS INC
+$205.2K
1,950
建仓
—
EATON CORP PLC
+$203.9K
1,190
建仓
ACWI
ISHARES TR
+$200.6K
2,200
增持
HON
HONEYWELL INTL INC
-$200.5K
10,961
+2%
增持
CACI
CACI INTL INC
+$197.4K
1,352
+100%
增持
MA
MASTERCARD INCORPORATED
+$196.5K
8,095
+3%
减持
VPU
VANGUARD WORLD FDS
-$189.1K
1,696
-41%
减持
AGG
ISHARES TR
-$187.2K
26,356
-9%
增持
TXN
TEXAS INSTRS INC
+$184.6K
6,352
+5%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$181.3K
2,321
+11%
增持
SYK
STRYKER CORPORATION
+$175.3K
3,770
+2%
增持
INTC
INTEL CORP
+$173.5K
27,059
+1%
减持
CVS
CVS HEALTH CORP
-$168.9K
3,965
-20%
增持
—
ACCENTURE PLC IRELAND
+$167.6K
3,970
+10%
增持
VGT
VANGUARD WORLD FDS
+$166.7K
2,222
+3%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$162.7K
6,574
-26%
减持
GD
GENERAL DYNAMICS CORP
-$160.4K
7,787
-0%
减持
IJS
ISHARES TR
+$159.1K
96,687
-1%
减持
CVX
CHEVRON CORP NEW
-$157.7K
8,253
-2%
增持
CLX
CLOROX CO DEL
+$157.5K
2,527
+46%
增持
VB
VANGUARD INDEX FDS
+$156.6K
6,530
+11%
增持
—
EXXON MOBIL CORP
+$152.4K
35,189
+5%
增持
DFCF
DIMENSIONAL ETF TRUST
+$151.5K
17,277
+23%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$150.0K
74,847
+1%
增持
DIS
DISNEY WALT CO
+$149.9K
10,737
+1%
增持
SBUX
STARBUCKS CORP
+$145.9K
6,417
+22%
减持
TFC
TRUIST FINL CORP
-$142.4K
14,605
-2%
减持
HUM
HUMANA INC
-$142.1K
872
-21%
减持
WTRG
ESSENTIAL UTILS INC
-$132.8K
32,065
-0%
增持
COF
CAPITAL ONE FINL CORP
+$132.1K
6,886
+21%
增持
HSY
HERSHEY CO
+$130.6K
4,503
+3%
减持
PG
PROCTER AND GAMBLE CO
-$130.1K
28,091
-1%
