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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 45
增持 103
减持 2
方向
标的
Δ市值
现股数(环比)
增持
VEA
VANGUARD TAX-MANAGED FDS
+$229.7M
5,807,059
+582%
增持
AAPL
APPLE INC
+$155.2M
960,697
+408%
增持
DFAU
DIMENSIONAL ETF TRUST
+$141.0M
4,609,723
+7210%
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
MSFT
MICROSOFT CORP
+$122.2M
436,891
+373%
增持
IVV
ISHARES TR
+$99.5M
263,361
+506%
增持
LOW
LOWES COS INC
+$68.9M
318,848
+1988%
增持
IJS
ISHARES TR
+$68.2M
812,531
+740%
增持
AVGO
BROADCOM INC
+$48.2M
56,103
+7380%
增持
CSCO
CISCO SYS INC
+$46.3M
912,278
+5283%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$46.0M
1,784,591
+171%
增持
—
BLACKROCK INC
+$44.8M
65,315
+11841%
建仓
FLOT
ISHARES TR
+$43.2M
850,105
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$42.7M
574,517
+5994%
增持
GOOG
ALPHABET INC
+$40.4M
378,666
+629%
增持
VUG
VANGUARD INDEX FDS
+$37.1M
820,137
+5%
增持
—
INTERPUBLIC GROUP COS INC
+$36.6M
958,390
+8489%
增持
JPM
JPMORGAN CHASE & CO
+$36.3M
269,497
+1121%
增持
NVO
NOVO-NORDISK A S
+$35.9M
225,757
+5314%
建仓
SCHX
SCHWAB STRATEGIC TR
+$35.8M
683,973
增持
IVW
ISHARES TR
+$35.6M
806,584
+143%
增持
LLY
LILLY ELI & CO
+$32.8M
72,344
+2112%
增持
JNJ
JOHNSON & JOHNSON
+$32.1M
240,116
+384%
增持
IWD
ISHARES TR
+$31.7M
479,261
+66%
增持
AMGN
AMGEN INC
+$30.3M
140,765
+3541%
增持
V
VISA INC
+$27.8M
132,261
+723%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$27.8M
275,086
增持
PEP
PEPSICO INC
+$27.7M
180,501
+478%
建仓
SCHM
SCHWAB STRATEGIC TR
+$24.6M
345,729
增持
IEFA
ISHARES TR
+$24.2M
2,184,071
+18%
建仓
UPS
UNITED PARCEL SERVICE INC
+$24.2M
134,781
增持
IJR
ISHARES TR
+$24.1M
713,925
+47%
增持
DFAC
DIMENSIONAL ETF TRUST
+$23.9M
5,201,866
+13%
增持
PG
PROCTER AND GAMBLE CO
+$23.5M
182,284
+549%
建仓
EMR
EMERSON ELEC CO
+$22.9M
253,135
增持
SCHG
SCHWAB STRATEGIC TR
+$22.1M
301,003
+4073%
增持
AMZN
AMAZON COM INC
+$20.8M
239,420
+137%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$19.3M
94,992
+1224%
增持
IJH
ISHARES TR
+$19.3M
181,698
+61%
增持
TGT
TARGET CORP
+$18.7M
144,221
+8394%
建仓
PNC
PNC FINL SVCS GROUP INC
+$18.7M
148,673
建仓
SCHP
SCHWAB STRATEGIC TR
+$18.7M
357,080
增持
IAGG
ISHARES TR
+$18.1M
396,979
+1270%
建仓
EA
ELECTRONIC ARTS INC
+$18.1M
139,535
增持
HD
HOME DEPOT INC
+$17.9M
85,637
+191%
建仓
TD
TORONTO DOMINION BK ONT
+$15.9M
256,399
增持
UNH
UNITEDHEALTH GROUP INC
+$15.8M
38,091
+614%
增持
VTI
VANGUARD INDEX FDS
+$15.5M
146,643
+78%
增持
VTV
VANGUARD INDEX FDS
+$15.3M
1,163,060
+7%
建仓
DOV
DOVER CORP
+$14.6M
98,798
增持
LMT
LOCKHEED MARTIN CORP
+$14.6M
40,809
+356%
建仓
WSM
WILLIAMS SONOMA INC
+$14.5M
115,683
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$14.2M
1,088,299
+3%
增持
ABT
ABBOTT LABS
+$13.9M
136,677
+1243%
增持
SBUX
STARBUCKS CORP
+$13.6M
144,083
+2145%
增持
SYK
STRYKER CORPORATION
+$13.2M
46,935
+1145%
建仓
ESGD
ISHARES TR
+$13.0M
178,516
增持
MUB
ISHARES TR
+$12.7M
136,503
+708%
增持
KO
COCA COLA CO
+$11.8M
214,985
+1073%
增持
VBR
VANGUARD INDEX FDS
+$11.1M
280,289
+26%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$11.1M
188,642
+1260%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$11.0M
145,588
+2115%
增持
CMCSA
COMCAST CORP NEW
+$10.8M
275,560
+1486%
增持
ORCL
ORACLE CORP
+$10.8M
102,876
+553%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$10.6M
98,764
+32%
增持
IWF
ISHARES TR
+$10.4M
294,079
+2%
增持
ABBV
ABBVIE INC
+$10.3M
87,056
+891%
建仓
MSCI
MSCI INC
+$10.3M
21,963
建仓
—
UNILEVER PLC
+$10.2M
195,142
增持
CL
COLGATE PALMOLIVE CO
+$9.9M
147,327
+679%
建仓
SCHW
SCHWAB CHARLES CORP
+$9.9M
175,072
建仓
ELV
ELEVANCE HEALTH INC
+$9.7M
21,933
建仓
—
LOGITECH INTL S A
+$9.7M
163,096
增持
FDX
FEDEX CORP
+$9.6M
39,860
+3468%
增持
WMT
WALMART INC
+$9.6M
68,363
+791%
建仓
—
LAM RESEARCH CORP
+$9.5M
14,822
建仓
SWKS
SKYWORKS SOLUTIONS INC
+$9.2M
83,438
增持
SUSB
ISHARES TR
+$9.2M
400,242
+2534%
增持
VB
VANGUARD INDEX FDS
+$9.2M
52,260
+700%
减持
CXM
SPRINKLR INC
-$9.1M
576,558
-56%
增持
AGG
ISHARES TR
+$9.1M
119,534
+354%
建仓
EEMV
ISHARES INC
+$9.0M
163,039
增持
DIS
DISNEY WALT CO
+$8.9M
111,624
+940%
增持
SPY
SPDR S&P 500 ETF TR
+$8.5M
39,503
+79%
增持
HUBB
HUBBELL INC
+$8.4M
26,441
+1547%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$8.3M
18,835
+674%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$8.2M
800,780
+2135%
增持
DFSV
DIMENSIONAL ETF TRUST
+$8.1M
1,085,266
+37%
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$7.9M
22,564
建仓
MBB
ISHARES TR
+$7.7M
83,075
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$6.9M
63,927
+2269%
建仓
SEIC
SEI INVTS CO
+$6.8M
114,829
增持
GOOGL
ALPHABET INC
+$6.7M
93,486
+116%
建仓
REGN
REGENERON PHARMACEUTICALS
+$6.7M
9,313
增持
ESML
ISHARES TR
+$6.5M
201,711
+937%
增持
VNQ
VANGUARD INDEX FDS
+$6.5M
143,629
+115%
增持
DFAX
DIMENSIONAL ETF TRUST
+$6.4M
562,013
+93%
建仓
—
ASML HOLDING N V
+$6.2M
8,605
增持
ESGU
ISHARES TR
+$6.0M
64,523
+2051%
增持
SCZ
ISHARES TR
+$5.9M
1,741,480
+7%
建仓
J
JACOBS SOLUTIONS INC
+$5.8M
48,469
建仓
SPYM
SPDR SER TR
+$5.6M
107,497
增持
IUSV
ISHARES TR
+$5.6M
918,900
+2%
建仓
SYY
SYSCO CORP
+$5.5M
74,104
建仓
PYPL
PAYPAL HLDGS INC
+$5.5M
82,202
建仓
FTNT
FORTINET INC
+$5.4M
70,940
建仓
STM
STMICROELECTRONICS N V
+$5.2M
104,466
建仓
NTR
NUTRIEN LTD
+$5.2M
88,077
增持
IWM
ISHARES TR
+$5.2M
212,229
+10%
增持
IUSG
ISHARES TR
+$5.1M
232,022
+17%
增持
VYM
VANGUARD WHITEHALL FDS
+$5.0M
59,837
+361%
增持
CVS
CVS HEALTH CORP
+$4.9M
75,250
+1798%
建仓
ALGN
ALIGN TECHNOLOGY INC
+$4.8M
13,660
增持
EFV
ISHARES TR
+$4.8M
1,523,296
+6%
建仓
SCHA
SCHWAB STRATEGIC TR
+$4.7M
107,181
增持
VCEB
VANGUARD WORLD FD
+$4.7M
80,683
+1509%
建仓
RIO
RIO TINTO PLC
+$4.7M
73,253
建仓
SCHJ
SCHWAB STRATEGIC TR
+$4.7M
98,811
增持
APD
AIR PRODS & CHEMS INC
+$4.6M
16,344
+1671%
增持
ITOT
ISHARES TR
+$4.6M
60,629
+314%
建仓
SCHF
SCHWAB STRATEGIC TR
+$4.5M
125,615
增持
—
EXXON MOBIL CORP
+$4.3M
75,689
+115%
建仓
ESGE
ISHARES INC
+$4.0M
127,112
增持
DON
WISDOMTREE TR
+$3.9M
139,256
+191%
增持
NEE
NEXTERA ENERGY INC
+$3.9M
58,783
+856%
建仓
JEF
JEFFERIES FINL GROUP INC
+$3.9M
116,853
减持
DFUS
DIMENSIONAL ETF TRUST
+$3.8M
1,215,559
-1%
增持
IWR
ISHARES TR
+$3.8M
62,494
+503%
增持
AFL
AFLAC INC
+$3.8M
76,328
+225%
增持
TFC
TRUIST FINL CORP
+$3.8M
141,630
+870%
增持
CVX
CHEVRON CORP NEW
+$3.6M
31,227
+278%
增持
TIP
ISHARES TR
+$3.5M
43,289
+330%
增持
IWP
ISHARES TR
+$3.5M
56,476
+157%
增持
NVDA
NVIDIA CORPORATION
+$3.4M
10,439
+197%
增持
IWS
ISHARES TR
+$3.4M
33,067
+1497%
增持
AVUS
AMERICAN CENTY ETF TR
+$3.4M
617,301
+2%
建仓
DUK
DUKE ENERGY CORP NEW
+$3.4M
37,830
增持
GPN
GLOBAL PMTS INC
+$3.3M
35,872
+1740%
增持
SPMD
SPDR SER TR
+$3.2M
82,853
+491%
建仓
TSN
TYSON FOODS INC
+$3.1M
60,828
增持
QQQ
INVESCO QQQ TR
+$3.1M
12,487
+164%
增持
DFAI
DIMENSIONAL ETF TRUST
+$3.1M
368,586
+42%
建仓
ABNB
AIRBNB INC
+$3.0M
23,724
增持
BNDX
VANGUARD CHARLOTTE FDS
+$3.0M
104,881
+143%
增持
DFAE
DIMENSIONAL ETF TRUST
+$3.0M
338,045
+56%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$2.9M
49,019
+150%
增持
VGT
VANGUARD WORLD FDS
+$2.8M
8,237
+271%
建仓
INFY
INFOSYS LTD
+$2.8M
173,093
增持
DFIV
DIMENSIONAL ETF TRUST
+$2.7M
2,695,716
+1%
增持
MRK
MERCK & CO INC
+$2.6M
56,066
+55%
建仓
FIW
FIRST TR EXCHANGE TRADED FD
+$2.6M
29,338
