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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 5
增持 69
减持 72
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
VUG
VANGUARD INDEX FDS
+$45.3M
964,994
+5%
增持
STIP
ISHARES TR
+$38.1M
1,600,792
+30%
增持
IEFA
ISHARES TR
+$34.2M
2,785,739
+14%
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
+$28.8M
1,270,301
+7%
增持
VTV
VANGUARD INDEX FDS
+$28.7M
1,387,915
+5%
增持
IJR
ISHARES TR
+$26.2M
1,308,567
+20%
减持
AAPL
APPLE INC
-$19.5M
894,506
-0%
减持
MSFT
MICROSOFT CORP
+$17.4M
417,548
-1%
增持
DFAC
DIMENSIONAL ETF TRUST
+$16.9M
5,300,761
+2%
减持
WSM
WILLIAMS SONOMA INC
+$14.5M
126,012
-0%
减持
FLOT
ISHARES TR
-$12.5M
580,154
-30%
减持
IVV
ISHARES TR
+$12.0M
267,157
-1%
减持
LLY
ELI LILLY & CO
+$10.2M
59,546
-4%
增持
DFSV
DIMENSIONAL ETF TRUST
+$9.9M
2,156,841
+14%
增持
SCZ
ISHARES TR
+$9.9M
2,014,397
+6%
增持
AVUS
AMERICAN CENTY ETF TR
+$9.3M
751,705
+6%
减持
IWF
ISHARES TR
+$9.2M
284,789
-1%
减持
DFAU
DIMENSIONAL ETF TRUST
-$9.1M
4,175,186
-14%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$8.7M
276,934
-1%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$8.6M
5,738,186
-2%
减持
DFUV
DIMENSIONAL ETF TRUST
+$8.5M
2,440,025
-0%
减持
AVGO
BROADCOM INC
+$8.2M
48,986
-4%
减持
NVO
NOVO-NORDISK A S
+$8.2M
405,255
-4%
增持
EFV
ISHARES TR
+$7.8M
1,729,132
+4%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$7.7M
101,838
+3%
减持
AMZN
AMAZON COM INC
+$6.6M
240,536
-1%
减持
JPM
JPMORGAN CHASE & CO
+$6.4M
249,336
-3%
减持
IVW
ISHARES TR
+$6.0M
772,999
-2%
减持
IUSV
ISHARES TR
+$5.9M
977,605
-0%
增持
VBR
VANGUARD INDEX FDS
+$5.9M
293,469
+5%
减持
DFUS
DIMENSIONAL ETF TRUST
+$5.9M
1,198,233
-1%
增持
TGT
TARGET CORP
+$5.5M
153,425
+1%
减持
DFIV
DIMENSIONAL ETF TRUST
+$5.1M
2,657,513
-1%
减持
LOW
LOWES COS INC
+$5.0M
306,148
-7%
减持
IWD
ISHARES TR
+$4.8M
462,448
-2%
增持
NVDA
NVIDIA CORPORATION
+$4.5M
10,808
+1%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$4.1M
469,274
+0%
减持
GOOG
ALPHABET INC
+$4.0M
374,343
-0%
增持
IJH
ISHARES TR
+$3.7M
865,813
+391%
增持
DFAE
DIMENSIONAL ETF TRUST
+$3.6M
501,915
+38%
增持
DIS
DISNEY WALT CO
+$3.4M
105,139
+0%
增持
HD
HOME DEPOT INC
+$3.3M
84,773
+1%
减持
EMR
EMERSON ELEC CO
+$3.2M
220,827
-1%
增持
VB
VANGUARD INDEX FDS
+$3.0M
71,890
+14%
增持
SPY
SPDR S&P 500 ETF TR
+$3.0M
41,245
+6%
减持
IUSG
ISHARES TR
+$2.9M
232,553
-1%
增持
—
ASML HOLDING N V
+$2.9M
10,957
+7%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$2.5M
614,667
+6%
减持
HUBB
HUBBELL INC
+$2.5M
29,522
-0%
减持
V
VISA INC
+$2.3M
134,325
-1%
减持
SYK
STRYKER CORPORATION
+$2.3M
44,060
-2%
减持
JPUS
J P MORGAN EXCHANGE TRADED F
+$2.3M
337,958
-2%
减持
TD
TORONTO DOMINION BK ONT
-$2.2M
184,621
-11%
减持
DOV
DOVER CORP
+$2.2M
94,472
-0%
清仓
ABNB
AIRBNB INC
-$2.1M
0
-100%
减持
PG
PROCTER AND GAMBLE CO
+$2.1M
163,358
-2%
减持
ORCL
ORACLE CORP
+$2.0M
102,049
-0%
减持
ABBV
ABBVIE INC
+$2.0M
79,556
-1%
减持
REET
ISHARES TR
-$2.0M
965,467
-6%
减持
IJS
ISHARES TR
-$1.9M
799,994
-2%
减持
VTI
VANGUARD INDEX FDS
+$1.8M
134,322
-4%
增持
IWB
ISHARES TR
+$1.8M
67,363
+0%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$1.8M
96,776
+1%
减持
ADBE
ADOBE INC
-$1.7M
18,521
-0%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.7M
37,515
-2%
增持
—
AVADEL PHARMACEUTICALS PLC
+$1.7M
600,449
+0%
增持
WMT
WALMART INC
+$1.6M
199,616
+202%
减持
SCHM
SCHWAB STRATEGIC TR
+$1.5M
319,502
-2%
增持
BND
VANGUARD BD INDEX FDS
+$1.5M
106,812
+26%
增持
SCHH
SCHWAB STRATEGIC TR
+$1.5M
89,690
+459%
增持
—
EXXON MOBIL CORP
+$1.5M
69,804
+5%
减持
DFAT
DIMENSIONAL ETF TRUST
+$1.5M
880,923
-1%
减持
RWO
SPDR INDEX SHS FDS
-$1.4M
230,126
-11%
增持
GOOGL
ALPHABET INC
+$1.3M
92,462
+2%
增持
ELV
ELEVANCE HEALTH INC
+$1.3M
24,089
+2%
增持
ALGN
ALIGN TECHNOLOGY INC
+$1.3M
16,941
+9%
增持
MRK
MERCK & CO INC
+$1.3M
54,596
+0%
减持
CL
COLGATE PALMOLIVE CO
+$1.3M
133,607
-1%
增持
DFLV
DIMENSIONAL ETF TRUST
+$1.3M
145,293
+27%
增持
VWOB
VANGUARD WHITEHALL FDS
+$1.3M
67,443
+41%
增持
BSV
VANGUARD BD INDEX FDS
+$1.2M
204,567
+9%
减持
—
LOGITECH INTL S A
-$1.2M
125,167
-4%
减持
FDX
FEDEX CORP
+$1.2M
38,812
-2%
减持
SCHG
SCHWAB STRATEGIC TR
+$1.2M
266,617
-6%
减持
EFA
ISHARES TR
+$1.1M
559,416
-3%
增持
COMT
ISHARES U S ETF TR
+$1.1M
65,318
+151%
增持
META
META PLATFORMS INC
+$1.1M
7,875
+3%
减持
AMGN
AMGEN INC
-$1.1M
126,876
-2%
建仓
XLRE
SELECT SECTOR SPDR TR
+$1.1M
26,950
增持
TFC
TRUIST FINL CORP
+$1.1M
266,721
+6%
增持
PNC
PNC FINL SVCS GROUP INC
+$1.1M
154,270
+0%
增持
FTNT
FORTINET INC
+$1.0M
86,190
+4%
减持
IWM
ISHARES TR
+$1.0M
189,674
-2%
减持
VTEB
VANGUARD MUN BD FDS
-$1.0M
661,605
-2%
增持
VGT
VANGUARD WORLD FD
+$958.7K
8,604
+17%
增持
CRM
SALESFORCE INC
+$956.1K
12,993
+16%
建仓
PDBC
INVESCO ACTVELY MNGD ETC FD
+$934.0K
67,340
减持
CSCO
CISCO SYS INC
-$929.4K
871,913
-1%
增持
PEP
PEPSICO INC
+$928.2K
171,745
+0%
减持
IVE
ISHARES TR
+$893.0K
74,383
-1%
减持
TSLA
TESLA INC
-$888.1K
12,054
-0%
减持
—
LAM RESEARCH CORP
+$886.7K
9,779
-11%
增持
ESML
ISHARES TR
+$883.5K
236,824
+4%
减持
DFAS
DIMENSIONAL ETF TRUST
+$859.1K
363,472
-1%
减持
VNQ
VANGUARD INDEX FDS
-$850.2K
125,085
-5%
增持
AXP
AMERICAN EXPRESS CO
+$842.1K
19,399
+2%
增持
GPN
GLOBAL PMTS INC
+$835.6K
53,383
+8%
增持
WST
WEST PHARMACEUTICAL SVSC INC
+$833.2K
2,772
+270%
增持
BIV
VANGUARD BD INDEX FDS
+$833.0K
384,922
+4%
减持
SCHX
SCHWAB STRATEGIC TR
-$828.5K
594,492
-11%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$811.9K
19,294
+10%
建仓
SPIP
SPDR SER TR
+$801.8K
31,297
减持
J
JACOBS SOLUTIONS INC
+$780.3K
42,381
-4%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$762.8K
69,699
+2%
增持
AGG
ISHARES TR
+$748.9K
137,729
+7%
增持
MA
MASTERCARD INCORPORATED
+$726.9K
9,917
+4%
减持
—
BLACKROCK INC
+$696.7K
62,742
-1%
减持
SEIC
SEI INVTS CO
+$694.1K
90,751
-1%
清仓
LTPZ
PIMCO ETF TR
-$692.4K
0
-100%
增持
RIO
RIO TINTO PLC
-$684.1K
66,643
+1%
增持
KO
COCA COLA CO
+$648.0K
216,618
+1%
增持
AVDV
AMERICAN CENTY ETF TR
+$635.5K
57,554
+14%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$631.8K
24,801
+4%
增持
CAT
CATERPILLAR INC
+$628.8K
7,006
+7%
增持
ED
CONSOLIDATED EDISON INC
+$625.6K
12,551
+122%
建仓
JNK
SPDR SER TR
+$611.7K
6,425
清仓
MATX
MATSON INC
-$608.2K
0
-100%
增持
STM
STMICROELECTRONICS N V
-$599.4K
123,177
+4%
增持
—
UNILEVER PLC
+$598.4K
241,804
+2%
减持
RTX
RTX CORPORATION
+$595.1K
48,378
-1%
增持
VCEB
VANGUARD WORLD FD
+$589.9K
92,162
+12%
减持
CMCSA
COMCAST CORP NEW
-$583.2K
232,353
-4%
减持
SYY
SYSCO CORP
+$566.7K
74,344
-1%
减持
IEMG
ISHARES INC
+$555.9K
1,338,668
-1%
减持
APD
AIR PRODS & CHEMS INC
-$554.6K
15,426
-2%
增持
VTIP
VANGUARD MALVERN FDS
+$550.8K
35,787
+46%
减持
INTC
INTEL CORP
-$549.4K
75,846
-2%
减持
VOO
VANGUARD INDEX FDS
+$537.0K
13,382
-1%
减持
GE
GENERAL ELECTRIC CO
+$529.6K
11,198
-0%
减持
SCHW
SCHWAB CHARLES CORP
+$518.6K
198,268
-1%
减持
BA
BOEING CO
-$505.3K
5,661
-8%
增持
SCHP
SCHWAB STRATEGIC TR
+$502.5K
184,553
+6%
减持
REGN
REGENERON PHARMACEUTICALS
+$502.1K
9,103
-3%
增持
SCHF
SCHWAB STRATEGIC TR
+$496.8K
139,983
+4%
增持
EA
ELECTRONIC ARTS INC
-$492.5K
143,720
+1%
减持
PYPL
PAYPAL HLDGS INC
+$482.0K
87,649
-0%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$464.0K
1,774,609
-1%
增持
JNJ
JOHNSON & JOHNSON
+$456.5K
237,278
+0%
清仓
UCB
UNITED CMNTY BKS BLAIRSVLE G
-$451.9K
0
-100%
建仓
MSTB
ETF SER SOLUTIONS
+$451.3K
14,263
