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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 4
增持 67
减持 78
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
STIP
ISHARES TR
+$120.4M
1,228,229
+16642%
增持
VUG
VANGUARD INDEX FDS
+$57.4M
922,643
+10%
增持
IJR
ISHARES TR
+$41.1M
1,094,415
+33%
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
VIG
VANGUARD SPECIALIZED FUNDS
+$30.4M
1,192,270
+7%
增持
VTV
VANGUARD INDEX FDS
+$27.4M
1,320,158
+7%
增持
IEFA
ISHARES TR
+$24.8M
2,453,008
+7%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$24.7M
5,829,771
+0%
减持
MSFT
MICROSOFT CORP
+$22.9M
420,853
-2%
增持
DFSV
DIMENSIONAL ETF TRUST
+$20.5M
1,888,037
+39%
增持
DFAC
DIMENSIONAL ETF TRUST
+$18.9M
5,216,705
+2%
减持
DFAU
DIMENSIONAL ETF TRUST
+$15.5M
4,861,091
-0%
增持
IUSV
ISHARES TR
+$15.2M
978,165
+9%
增持
IVV
ISHARES TR
+$14.9M
269,041
+2%
减持
AAPL
APPLE INC
+$14.1M
898,229
-3%
增持
SCZ
ISHARES TR
+$12.0M
1,900,922
+2%
减持
AVGO
BROADCOM INC
+$12.0M
50,786
-6%
增持
AVUS
AMERICAN CENTY ETF TR
+$10.9M
710,877
+11%
减持
—
BLACKROCK INC
+$10.1M
63,576
-1%
减持
IWF
ISHARES TR
+$9.7M
286,290
-1%
减持
IJS
ISHARES TR
+$9.5M
816,381
-2%
减持
SCHP
SCHWAB STRATEGIC TR
-$9.0M
174,785
-51%
增持
LOW
LOWES COS INC
+$7.8M
327,848
+5%
增持
MBB
ISHARES TR
+$7.0M
171,479
+67%
增持
DFUS
DIMENSIONAL ETF TRUST
+$6.4M
1,204,419
+0%
减持
DFUV
DIMENSIONAL ETF TRUST
+$6.3M
2,451,895
-2%
增持
VBR
VANGUARD INDEX FDS
+$6.2M
279,987
+1%
增持
AMZN
AMAZON COM INC
+$6.1M
242,294
+0%
增持
WSM
WILLIAMS SONOMA INC
+$5.9M
126,555
+0%
减持
JPM
JPMORGAN CHASE & CO
+$5.8M
256,196
-2%
增持
IWM
ISHARES TR
+$5.3M
193,621
+2%
减持
IWD
ISHARES TR
+$5.0M
472,075
-2%
减持
PNC
PNC FINL SVCS GROUP INC
+$4.9M
154,198
-0%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$4.9M
278,763
+0%
减持
TGT
TARGET CORP
+$4.8M
151,937
-0%
减持
DFAT
DIMENSIONAL ETF TRUST
+$4.8M
888,385
-3%
增持
DFIV
DIMENSIONAL ETF TRUST
+$4.8M
2,692,785
+0%
减持
IVW
ISHARES TR
+$4.6M
789,286
-1%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$4.5M
469,227
+0%
减持
MSCI
MSCI INC
-$4.5M
11,995
-45%
增持
VTEB
VANGUARD MUN BD FDS
+$4.5M
675,509
+8%
增持
V
VISA INC
+$4.3M
135,104
+1%
减持
IJH
ISHARES TR
+$4.1M
176,403
-2%
减持
NVO
NOVO-NORDISK A S
+$3.8M
423,460
-4%
减持
CSCO
CISCO SYS INC
-$3.8M
879,784
-2%
减持
HD
HOME DEPOT INC
+$3.6M
84,183
-0%
增持
TFC
TRUIST FINL CORP
+$3.6M
252,768
+25%
减持
SCHX
SCHWAB STRATEGIC TR
+$3.5M
668,842
-1%
减持
EFV
ISHARES TR
+$3.5M
1,656,291
-2%
增持
VB
VANGUARD INDEX FDS
+$3.5M
62,839
+20%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$3.5M
119,724
-28%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$3.4M
1,792,248
+0%
增持
SCHW
SCHWAB CHARLES CORP
+$3.4M
200,932
+5%
减持
IEMG
ISHARES INC
+$3.3M
1,354,674
-1%
减持
EFA
ISHARES TR
+$3.2M
577,777
-1%
减持
GOOG
ALPHABET INC
+$3.1M
376,190
-1%
减持
—
INTERPUBLIC GROUP COS INC
+$3.0M
943,543
-3%
减持
FLOT
ISHARES TR
-$2.9M
831,657
-6%
减持
REET
ISHARES TR
+$2.8M
1,026,264
-1%
减持
VTI
VANGUARD INDEX FDS
+$2.7M
139,551
-2%
增持
IUSG
ISHARES TR
+$2.6M
233,876
+2%
增持
EA
ELECTRONIC ARTS INC
+$2.5M
142,971
+1%
减持
JPUS
J P MORGAN EXCHANGE TRADED F
+$2.4M
346,358
-2%
减持
SCHG
SCHWAB STRATEGIC TR
+$2.4M
284,118
-3%
增持
MUB
ISHARES TR
+$2.4M
151,500
+10%
增持
—
AVADEL PHARMACEUTICALS PLC
+$2.3M
598,392
+1%
增持
DFLV
DIMENSIONAL ETF TRUST
+$2.3M
114,602
+250%
增持
—
ASML HOLDING N V
+$2.2M
10,219
+9%
减持
DFAS
DIMENSIONAL ETF TRUST
+$2.1M
365,645
-2%
减持
IWN
ISHARES TR
+$2.1M
164,315
-5%
增持
CWB
SPDR SER TR
+$2.1M
121,202
+23%
减持
SCHM
SCHWAB STRATEGIC TR
+$2.0M
325,109
-2%
减持
CXM
SPRINKLR INC
-$2.0M
319,347
-24%
增持
GPN
GLOBAL PMTS INC
+$1.9M
49,603
+29%
减持
—
LOGITECH INTL S A
+$1.9M
130,557
-15%
减持
SPY
SPDR S&P 500 ETF TR
+$1.8M
39,032
-0%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$1.8M
23,926
+5%
减持
IWB
ISHARES TR
+$1.8M
67,252
-0%
增持
ESML
ISHARES TR
+$1.6M
227,661
+9%
减持
LMT
LOCKHEED MARTIN CORP
+$1.6M
41,837
-1%
减持
AMGN
AMGEN INC
+$1.5M
129,083
-3%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$1.5M
68,644
+3%
增持
BND
VANGUARD BD INDEX FDS
+$1.5M
84,823
+24%
减持
IVE
ISHARES TR
+$1.4M
74,774
-0%
增持
ELV
ELEVANCE HEALTH INC
+$1.4M
23,709
+6%
减持
ADBE
ADOBE INC
+$1.4M
18,563
-2%
减持
MMM
3M CO
-$1.3M
8,415
-65%
增持
DFAE
DIMENSIONAL ETF TRUST
+$1.2M
363,672
+9%
增持
IAGG
ISHARES TR
+$1.2M
418,697
+4%
减持
PFE
PFIZER INC
-$1.2M
97,069
-19%
减持
BIV
VANGUARD BD INDEX FDS
-$1.2M
369,077
-9%
减持
DOV
DOVER CORP
+$1.2M
94,774
-1%
增持
INTC
INTEL CORP
+$1.2M
77,603
+1%
增持
STM
STMICROELECTRONICS N V
+$1.2M
118,204
+7%
增持
CRM
SALESFORCE INC
+$1.1M
11,238
+26%
增持
AGG
ISHARES TR
+$1.1M
128,366
+4%
增持
—
EXXON MOBIL CORP
-$1.1M
66,422
+1%
减持
VCSH
VANGUARD SCOTTSDALE FDS
+$1.1M
581,600
-0%
减持
BX
BLACKSTONE INC
-$968.9K
15,966
-44%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$955.4K
98,578
+1%
减持
FDX
FEDEX CORP
-$952.6K
39,624
-4%
增持
SCHJ
SCHWAB STRATEGIC TR
+$945.1K
115,266
+17%
增持
HUBB
HUBBELL INC
+$921.9K
29,636
+5%
减持
ESGD
ISHARES TR
+$918.0K
175,114
-2%
减持
VTIP
VANGUARD MALVERN FDS
-$897.2K
24,490
-44%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$894.1K
153,306
+1%
减持
MO
ALTRIA GROUP INC
-$889.1K
24,667
-45%
减持
EMR
EMERSON ELEC CO
-$868.8K
224,159
-5%
减持
VNQ
VANGUARD INDEX FDS
+$855.9K
132,046
-8%
增持
SUSB
ISHARES TR
+$845.2K
431,526
+6%
增持
SCHA
SCHWAB STRATEGIC TR
+$828.7K
108,268
+5%
增持
ESGU
ISHARES TR
+$816.3K
64,585
+2%
增持
QQQ
INVESCO QQQ TR
+$816.2K
12,746
+4%
增持
JMSI
J P MORGAN EXCHANGE TRADED F
+$815.7K
74,031
+22%
减持
CMCSA
COMCAST CORP NEW
-$806.5K
243,003
-6%
增持
AVDV
AMERICAN CENTY ETF TR
+$805.9K
50,489
+24%
减持
CL
COLGATE PALMOLIVE CO
+$801.1K
134,935
-4%
减持
LLY
ELI LILLY & CO
+$789.0K
62,052
-6%
增持
VOO
VANGUARD INDEX FDS
+$779.1K
13,498
+4%
减持
SYK
STRYKER CORPORATION
+$744.6K
44,939
-3%
减持
DFAI
DIMENSIONAL ETF TRUST
+$738.5K
351,664
-2%
清仓
SPIP
SPDR SER TR
-$726.7K
0
-100%
减持
DFAX
DIMENSIONAL ETF TRUST
+$721.6K
537,560
-2%
减持
AXP
AMERICAN EXPRESS CO
+$714.1K
19,082
-0%
减持
IWO
ISHARES TR
+$711.4K
28,995
-2%
建仓
TLT
ISHARES TR
+$703.7K
7,117
建仓
VGSR
MANAGER DIRECTED PORTFOLIOS
+$703.2K
70,606
建仓
LTPZ
PIMCO ETF TR
+$692.4K
12,217
减持
CVX
CHEVRON CORP NEW
-$682.5K
29,701
-2%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$677.8K
96,167
+0%
减持
DIS
DISNEY WALT CO
+$671.5K
105,080
-3%
减持
IWP
ISHARES TR
+$658.3K
54,907
-1%
建仓
COMT
ISHARES U S ETF TR
+$652.8K
26,040
减持
SWKS
SKYWORKS SOLUTIONS INC
+$648.1K
84,280
-6%
增持
PPG
PPG INDS INC
+$646.3K
32,710
+0%
减持
GOOGL
ALPHABET INC
+$644.0K
90,283
-1%
减持
ITOT
ISHARES TR
+$640.9K
58,652
-0%
减持
NVDA
NVIDIA CORPORATION
+$640.3K
10,649
-0%
减持
NTR
NUTRIEN LTD
-$640.2K
84,044
-3%
增持
AME
AMETEK INC
+$635.3K
5,806
+166%
增持
KO
COCA COLA CO
+$634.9K
213,892
+0%
减持
RIO
RIO TINTO PLC
+$632.2K
66,236
-2%
增持
VWOB
VANGUARD WHITEHALL FDS
+$621.9K
47,839
+17%
减持
WSFS
WSFS FINL CORP
+$617.9K
65,728
-0%
增持
IWR
ISHARES TR
+$616.6K
62,346
+2%
减持
COST
COSTCO WHSL CORP NEW
+$599.6K
6,427
-0%
减持
TD
TORONTO DOMINION BK ONT
-$598.7K
206,807
-11%
减持
—
LAM RESEARCH CORP
+$589.1K
10,998
-14%
减持
MCD
MCDONALDS CORP
+$580.1K
18,640
-1%
增持
SCHF
SCHWAB STRATEGIC TR
+$577.1K
134,344
+4%
减持
DON
WISDOMTREE TR
+$574.0K
135,742
-1%
