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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 2
增持 54
减持 88
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$27.6M
927,463
-3%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$13.6M
5,822,327
+0%
减持
MSFT
MICROSOFT CORP
-$13.4M
428,720
-2%
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
—
INTERPUBLIC GROUP COS INC
-$9.2M
968,156
+1%
增持
EFV
ISHARES TR
+$8.2M
1,692,052
+11%
减持
DFAC
DIMENSIONAL ETF TRUST
-$7.6M
5,100,260
-2%
减持
LOW
LOWES COS INC
-$6.8M
313,458
-2%
增持
DFSV
DIMENSIONAL ETF TRUST
+$6.6M
1,360,783
+25%
减持
IWM
ISHARES TR
-$6.2M
189,717
-11%
增持
IJR
ISHARES TR
+$6.2M
819,833
+15%
增持
WSM
WILLIAMS SONOMA INC
+$5.1M
126,041
+9%
减持
IWN
ISHARES TR
-$4.8M
172,587
-14%
增持
VTV
VANGUARD INDEX FDS
+$4.7M
1,231,974
+6%
减持
IUSV
ISHARES TR
-$4.7M
901,359
-2%
减持
AMGN
AMGEN INC
+$4.4M
132,684
-6%
减持
GOOG
ALPHABET INC
+$4.1M
378,609
-0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$4.0M
1,111,690
+2%
减持
AVGO
BROADCOM INC
-$3.9M
53,859
-4%
减持
PEP
PEPSICO INC
-$3.8M
174,690
-3%
减持
IWF
ISHARES TR
-$3.8M
289,974
-1%
增持
IVV
ISHARES TR
-$3.8M
264,595
+0%
减持
UPS
UNITED PARCEL SERVICE INC
-$3.6M
131,635
-2%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$3.6M
277,565
+1%
减持
—
BLACKROCK INC
-$3.6M
64,227
-2%
减持
IEMG
ISHARES INC
-$3.5M
1,370,213
-2%
增持
NVO
NOVO-NORDISK A S
+$3.4M
439,645
+95%
增持
DFAU
DIMENSIONAL ETF TRUST
+$3.3M
4,879,885
+6%
清仓
TSN
TYSON FOODS INC
-$3.1M
0
-100%
减持
EFA
ISHARES TR
-$3.0M
585,014
-2%
减持
PG
PROCTER AND GAMBLE CO
-$3.0M
169,152
-7%
建仓
JMSI
J P MORGAN EXCHANGE TRADED F
+$2.9M
60,779
增持
SCZ
ISHARES TR
+$2.9M
1,870,643
+7%
减持
JNJ
JOHNSON & JOHNSON
-$2.9M
236,858
-1%
减持
IJH
ISHARES TR
-$2.7M
179,594
-1%
减持
DFUV
DIMENSIONAL ETF TRUST
-$2.7M
2,497,990
-2%
增持
VUG
VANGUARD INDEX FDS
-$2.7M
842,369
+3%
增持
IWD
ISHARES TR
-$2.7M
480,754
+0%
增持
IJS
ISHARES TR
-$2.6M
837,125
+3%
减持
DFUS
DIMENSIONAL ETF TRUST
-$2.5M
1,203,054
-1%
减持
JPUS
J P MORGAN EXCHANGE TRADED F
-$2.5M
352,773
-3%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$2.5M
165,313
-12%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$2.3M
1,791,634
+0%
减持
VTEB
VANGUARD MUN BD FDS
-$2.3M
624,415
-3%
减持
HBAN
HUNTINGTON BANCSHARES INC
-$2.2M
616,043
-23%
增持
TGT
TARGET CORP
-$2.2M
151,947
+5%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$2.2M
95,943
+1%
减持
CXM
SPRINKLR INC
-$2.2M
419,347
-27%
清仓
—
SPARTANNASH CO
-$2.2M
0
-100%
减持
IVW
ISHARES TR
-$2.1M
799,819
-1%
减持
VBR
VANGUARD INDEX FDS
-$2.1M
277,372
-1%
减持
SCHM
SCHWAB STRATEGIC TR
-$2.1M
332,408
-4%
减持
REET
ISHARES TR
-$2.0M
1,040,989
-1%
减持
NSC
NORFOLK SOUTHN CORP
-$2.0M
8,679
-47%
减持
VTI
VANGUARD INDEX FDS
-$1.9M
142,945
-3%
减持
TD
TORONTO DOMINION BK ONT
-$1.9M
231,705
-10%
减持
NEE
NEXTERA ENERGY INC
-$1.9M
42,609
-28%
增持
FLOT
ISHARES TR
+$1.8M
885,076
+4%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.7M
39,737
+4%
减持
SBUX
STARBUCKS CORP
-$1.7M
138,277
-4%
减持
SCHX
SCHWAB STRATEGIC TR
-$1.6M
676,030
-1%
减持
SYK
STRYKER CORPORATION
-$1.6M
46,521
-1%
减持
RWO
SPDR INDEX SHS FDS
-$1.5M
289,894
-5%
减持
—
LAM RESEARCH CORP
-$1.5M
12,804
-14%
增持
TFC
TRUIST FINL CORP
+$1.5M
201,821
+42%
减持
LLY
ELI LILLY & CO
+$1.5M
65,874
-9%
增持
LMT
LOCKHEED MARTIN CORP
-$1.4M
42,467
+4%
减持
CL
COLGATE PALMOLIVE CO
-$1.4M
139,988
-5%
减持
JPM
JPMORGAN CHASE & CO
-$1.4M
260,705
-3%
增持
MBB
ISHARES TR
+$1.4M
102,834
+24%
减持
SCHG
SCHWAB STRATEGIC TR
-$1.4M
291,505
-3%
减持
DUK
DUKE ENERGY CORP NEW
-$1.3M
23,956
-37%
减持
RY
ROYAL BK CDA
-$1.3M
9,093
-58%
减持
DFAT
DIMENSIONAL ETF TRUST
-$1.2M
911,958
-1%
增持
—
UNILEVER PLC
+$1.2M
230,399
+18%
增持
REGN
REGENERON PHARMACEUTICALS
+$1.2M
9,583
+3%
减持
VNQ
VANGUARD INDEX FDS
-$1.2M
142,895
-1%
增持
ORCL
ORACLE CORP
-$1.2M
104,432
+2%
减持
DOV
DOVER CORP
-$1.2M
96,124
-3%
增持
RTX
RTX CORPORATION
-$1.2M
50,734
+3%
减持
DIS
DISNEY WALT CO
-$1.1M
108,774
-3%
减持
VONG
VANGUARD SCOTTSDALE FDS
-$1.1M
468,765
-0%
增持
ABT
ABBOTT LABS
-$1.1M
142,519
+4%
增持
FDX
FEDEX CORP
+$1.1M
41,432
+4%
清仓
DHS
WISDOMTREE TR
-$1.1M
0
-100%
减持
VOO
VANGUARD INDEX FDS
-$1.1M
13,030
-14%
增持
BIV
VANGUARD BD INDEX FDS
-$1.1M
406,145
+0%
增持
EA
ELECTRONIC ARTS INC
-$1.1M
141,527
+1%
减持
HD
HOME DEPOT INC
-$1.0M
84,598
-1%
减持
MA
MASTERCARD INCORPORATED
-$1.0M
9,616
-22%
减持
CSCO
CISCO SYS INC
+$1.0M
896,704
-2%
减持
DFAS
DIMENSIONAL ETF TRUST
-$1.0M
374,504
-1%
清仓
PNW
PINNACLE WEST CAP CORP
-$987.9K
0
-100%
减持
KO
COCA COLA CO
-$976.6K
213,823
-1%
增持
MSCI
MSCI INC
+$975.6K
21,990
+0%
减持
SHW
SHERWIN WILLIAMS CO
-$973.6K
1,365
-73%
减持
BNY
BANK NEW YORK MELLON CORP
-$938.0K
4,954
-81%
减持
IUSG
ISHARES TR
-$905.6K
229,348
-1%
增持
GPN
GLOBAL PMTS INC
+$891.7K
38,355
+7%
减持
ABNB
AIRBNB INC
-$871.8K
15,805
-33%
减持
—
LOGITECH INTL S A
+$864.5K
153,066
-6%
增持
FTNT
FORTINET INC
-$822.6K
77,364
+9%
增持
—
SEELOS THERAPEUTICS INC
-$816.3K
1,223,776
+40%
减持
CAT
CATERPILLAR INC
-$811.6K
7,026
-37%
减持
SPY
SPDR S&P 500 ETF TR
-$798.7K
39,093
-1%
减持
MRK
MERCK & CO INC
-$791.6K
55,151
-2%
减持
DFIV
DIMENSIONAL ETF TRUST
-$789.4K
2,690,524
-0%
减持
IVE
ISHARES TR
-$784.2K
75,134
-2%
减持
GOOGL
ALPHABET INC
+$777.4K
91,454
-2%
减持
EL
LAUDER ESTEE COS INC
-$766.0K
11,623
-7%
减持
DFAI
DIMENSIONAL ETF TRUST
-$736.6K
357,455
-3%
增持
—
ASML HOLDING N V
-$727.2K
9,359
+9%
减持
ESGD
ISHARES TR
-$709.1K
178,072
-0%
减持
DFAX
DIMENSIONAL ETF TRUST
-$694.9K
550,872
-2%
减持
MCD
MCDONALDS CORP
-$693.4K
18,777
-1%
减持
IWB
ISHARES TR
-$682.3K
67,448
-1%
减持
PFE
PFIZER INC
-$666.0K
120,549
-5%
减持
ABBV
ABBVIE INC
+$660.5K
83,118
-5%
增持
AVUS
AMERICAN CENTY ETF TR
+$654.0K
642,490
+4%
减持
DE
DEERE & CO
-$641.4K
6,237
-16%
增持
SCHP
SCHWAB STRATEGIC TR
-$609.6K
358,727
+0%
减持
D
DOMINION ENERGY INC
-$605.8K
11,392
-47%
增持
PPG
PPG INDS INC
-$600.5K
32,708
+0%
减持
MMM
3M CO
-$595.6K
23,817
-16%
增持
SYY
SYSCO CORP
-$593.5K
74,263
+0%
增持
DG
DOLLAR GEN CORP NEW
-$578.7K
9,143
+0%
清仓
TFX
TELEFLEX INCORPORATED
-$564.9K
0
-100%
增持
MO
ALTRIA GROUP INC
+$563.3K
44,807
+54%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$546.9K
58,100
-4%
增持
SCHW
SCHWAB CHARLES CORP
+$546.3K
190,700
+9%
减持
EMB
ISHARES TR
-$545.9K
45,187
-9%
增持
AMZN
AMAZON COM INC
-$542.4K
241,255
+1%
减持
AXP
AMERICAN EXPRESS CO
-$530.3K
19,175
-1%
增持
V
VISA INC
-$527.1K
134,265
+2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$524.7K
97,640
-1%
清仓
—
JOHNSON CTLS INTL PLC
-$523.7K
0
-100%
增持
BX
BLACKSTONE INC
+$523.4K
28,553
+5%
减持
DLN
WISDOMTREE TR
-$521.4K
6,337
-56%
减持
SO
SOUTHERN CO
-$502.5K
9,769
-40%
增持
MUB
ISHARES TR
-$495.7K
137,247
+1%
减持
VONV
VANGUARD SCOTTSDALE FDS
-$487.0K
14,177
-31%
减持
J
JACOBS SOLUTIONS INC
+$478.2K
45,719
-6%
增持
IWO
ISHARES TR
-$473.2K
29,452
+1%
建仓
—
TC BIOPHARM HOLDINGS PLC
+$466.0K
16,244
增持
VB
VANGUARD INDEX FDS
-$464.3K
52,519
+0%
增持
ALGN
ALIGN TECHNOLOGY INC
-$461.6K
14,310
+5%
减持
SEIC
SEI INVTS CO
-$460.2K
106,026
-8%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$456.7K
584,493
+2%
增持
STM
STMICROELECTRONICS N V
-$456.4K
110,423
+6%
减持
AFL
AFLAC INC
+$454.9K
75,343
-1%
增持
ADBE
ADOBE INC
+$435.1K
18,916
+0%
