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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 9
增持 52
减持 85
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
VUG
VANGUARD INDEX FDS
+$76.4M
1,092,277
+13%
减持
AAPL
APPLE INC
+$33.4M
886,667
-1%
增持
SPY
SPDR S&P 500 ETF TR
+$29.2M
93,368
+126%
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
VCSH
VANGUARD SCOTTSDALE FDS
+$17.6M
843,162
+37%
增持
VBK
VANGUARD INDEX FDS
+$14.2M
73,879
+349%
减持
LOW
LOWES COS INC
-$12.3M
298,161
-3%
减持
GOOG
ALPHABET INC
+$11.5M
373,544
-0%
增持
STIP
ISHARES TR
+$11.0M
1,710,158
+7%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$10.3M
276,106
-0%
清仓
—
AVADEL PHARMACEUTICALS PLC
-$10.1M
0
-100%
增持
IJR
ISHARES TR
+$9.8M
1,447,531
+11%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$9.5M
5,632,577
-2%
减持
AVGO
BROADCOM INC
+$9.3M
46,255
-6%
建仓
—
AVADEL PHARMACEUTICALS PLC
+$8.5M
602,608
增持
IEFA
ISHARES TR
+$8.3M
2,959,939
+6%
增持
EFV
ISHARES TR
+$7.9M
1,922,664
+11%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$7.8M
1,313,589
+3%
减持
—
LOGITECH INTL S A
-$7.7M
36,212
-71%
增持
SUB
ISHARES TR
+$7.6M
192,358
+61%
增持
BIV
VANGUARD BD INDEX FDS
+$7.6M
488,383
+27%
增持
MUB
ISHARES TR
+$7.2M
226,175
+44%
减持
IWF
ISHARES TR
+$6.7M
281,754
-1%
增持
IVW
ISHARES TR
+$6.7M
777,861
+1%
增持
AGG
ISHARES TR
+$5.9M
199,961
+45%
减持
IJS
ISHARES TR
-$5.8M
785,803
-2%
减持
MSFT
MICROSOFT CORP
+$5.2M
404,578
-3%
减持
WSM
WILLIAMS SONOMA INC
-$5.1M
123,579
-2%
减持
IVV
ISHARES TR
+$5.1M
265,948
-0%
减持
TGT
TARGET CORP
-$5.1M
149,462
-3%
减持
DFUV
DIMENSIONAL ETF TRUST
-$4.7M
2,421,830
-1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$4.6M
29,198
-73%
清仓
VGT
VANGUARD WORLD FD
-$4.5M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$4.5M
115,348
+967%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$4.5M
481,116
+3%
减持
—
BLACKROCK INC
-$4.0M
61,400
-2%
减持
HD
HOME DEPOT INC
-$3.7M
83,665
-1%
增持
SCZ
ISHARES TR
+$3.5M
2,126,815
+6%
增持
ZTS
ZOETIS INC
+$3.5M
21,907
+1026%
减持
JNJ
JOHNSON & JOHNSON
-$3.3M
234,365
-1%
减持
DFIV
DIMENSIONAL ETF TRUST
-$3.3M
2,626,373
-1%
增持
—
INTERPUBLIC GROUP COS INC
-$3.2M
952,649
+1%
增持
AVUS
AMERICAN CENTY ETF TR
+$3.1M
780,790
+4%
增持
MBB
ISHARES TR
+$3.1M
213,557
+20%
减持
LLY
ELI LILLY & CO
+$3.1M
54,572
-8%
建仓
A
AGILENT TECHNOLOGIES INC
+$3.0M
23,426
增持
IAGG
ISHARES TR
+$3.0M
479,280
+15%
增持
DFAE
DIMENSIONAL ETF TRUST
+$3.0M
596,007
+19%
减持
IJH
ISHARES TR
-$2.9M
848,860
-2%
减持
AMZN
AMAZON COM INC
+$2.8M
239,237
-1%
减持
GOOGL
ALPHABET INC
+$2.8M
91,916
-1%
减持
CXM
SPRINKLR INC
-$2.8M
119,347
-63%
增持
DFSV
DIMENSIONAL ETF TRUST
+$2.7M
2,348,884
+9%
减持
PEP
PEPSICO INC
-$2.7M
166,068
-3%
减持
DIS
DISNEY WALT CO
-$2.6M
103,006
-2%
减持
IWD
ISHARES TR
-$2.6M
460,106
-1%
减持
CSCO
CISCO SYS INC
-$2.5M
862,871
-1%
减持
TD
TORONTO DOMINION BK ONT
-$2.5M
157,294
-15%
减持
IUSV
ISHARES TR
-$2.4M
975,694
-0%
增持
BND
VANGUARD BD INDEX FDS
+$2.4M
141,065
+32%
增持
STM
STMICROELECTRONICS N V
+$2.4M
195,548
+59%
减持
V
VISA INC
-$2.3M
134,042
-0%
减持
DFAT
DIMENSIONAL ETF TRUST
-$2.3M
880,387
-0%
清仓
CIEN
CIENA CORP
-$2.3M
0
-100%
减持
PPG
PPG INDS INC
-$2.2M
19,807
-39%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$2.2M
99,857
-2%
减持
IWM
ISHARES TR
-$2.2M
185,772
-2%
增持
VTV
VANGUARD INDEX FDS
+$2.2M
1,422,682
+3%
减持
FLOT
ISHARES TR
-$2.1M
539,374
-7%
减持
DFAU
DIMENSIONAL ETF TRUST
-$2.0M
4,014,887
-4%
减持
CMCSA
COMCAST CORP NEW
-$2.0M
205,165
-12%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$2.0M
181,328
+16%
减持
ABT
ABBOTT LABS
-$2.0M
119,155
-6%
减持
HUBB
HUBBELL INC
-$1.9M
28,262
-4%
减持
JPUS
J P MORGAN EXCHANGE TRADED F
-$1.9M
329,215
-3%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.9M
1,737,053
-2%
减持
IESC
IES HLDGS INC
-$1.9M
1,502
-91%
增持
ADBE
ADOBE INC
+$1.9M
20,197
+9%
建仓
FFWM
FIRST FNDTN INC
+$1.9M
285,499
增持
MDLZ
MONDELEZ INTL INC
+$1.9M
50,777
+142%
减持
CVS
CVS HEALTH CORP
-$1.8M
58,665
-11%
减持
ALGN
ALIGN TECHNOLOGY INC
-$1.8M
15,582
-8%
减持
NVO
NOVO-NORDISK A S
+$1.8M
376,986
-7%
建仓
KDP
KEURIG DR PEPPER INC
+$1.8M
52,890
减持
AMGN
AMGEN INC
+$1.7M
121,004
-5%
减持
SCHG
SCHWAB STRATEGIC TR
+$1.7M
262,126
-2%
增持
GPN
GLOBAL PMTS INC
-$1.7M
56,609
+6%
减持
IWN
ISHARES TR
-$1.7M
159,000
-2%
减持
IEMG
ISHARES INC
+$1.6M
1,320,767
-1%
增持
VBR
VANGUARD INDEX FDS
+$1.6M
317,270
+8%
增持
UPS
UNITED PARCEL SERVICE INC
-$1.5M
140,058
+1%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$1.5M
34,296
+146%
建仓
JMST
J P MORGAN EXCHANGE TRADED F
+$1.5M
29,575
增持
CRM
SALESFORCE INC
+$1.5M
21,033
+62%
减持
IUSG
ISHARES TR
+$1.5M
225,474
-3%
减持
SCHM
SCHWAB STRATEGIC TR
-$1.5M
315,546
-1%
增持
SBUX
STARBUCKS CORP
-$1.4M
147,763
+5%
减持
ORCL
ORACLE CORP
+$1.3M
100,317
-2%
建仓
DCOR
DIMENSIONAL ETF TRUST
+$1.3M
22,381
减持
WSFS
WSFS FINL CORP
-$1.3M
35,041
-47%
减持
EL
LAUDER ESTEE COS INC
-$1.3M
3,209
-70%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$1.3M
24,819
+0%
减持
HBAN
HUNTINGTON BANCSHARES INC
-$1.3M
364,963
-16%
减持
DFUS
DIMENSIONAL ETF TRUST
+$1.2M
1,180,600
-1%
减持
EMR
EMERSON ELEC CO
-$1.2M
216,770
-2%
减持
ABBV
ABBVIE INC
-$1.2M
77,674
-2%
减持
—
UNILEVER PLC
+$1.1M
241,553
-0%
增持
DFAS
DIMENSIONAL ETF TRUST
+$1.1M
396,200
+9%
清仓
VHT
VANGUARD WORLD FD
-$1.1M
0
-100%
减持
WMT
WALMART INC
+$1.1M
193,214
-3%
减持
DG
DOLLAR GEN CORP NEW
-$1.1M
4,701
-56%
减持
INTC
INTEL CORP
-$1.0M
74,831
-1%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$1.0M
96,942
+0%
减持
PNC
PNC FINL SVCS GROUP INC
-$1.0M
153,767
-0%
增持
BSV
VANGUARD BD INDEX FDS
+$995.0K
217,459
+6%
减持
SYK
STRYKER CORPORATION
-$975.4K
43,475
-1%
减持
MSCI
MSCI INC
-$952.3K
11,993
-0%
减持
MS
MORGAN STANLEY
-$949.2K
8,898
-54%
增持
VOO
VANGUARD INDEX FDS
+$947.0K
14,756
+10%
减持
JPM
JPMORGAN CHASE & CO.
-$945.9K
242,244
-3%
减持
EA
ELECTRONIC ARTS INC
+$900.9K
143,316
-0%
减持
EFA
ISHARES TR
-$890.2K
558,977
-0%
增持
ITOT
ISHARES TR
+$876.6K
62,568
+10%
减持
SEIC
SEI INVTS CO
-$842.9K
87,836
-3%
减持
CSX
CSX CORP
-$819.1K
35,340
-35%
减持
ESGD
ISHARES TR
-$808.7K
162,903
-5%
减持
J
JACOBS SOLUTIONS INC
-$808.1K
40,850
-4%
减持
PFE
PFIZER INC
-$790.4K
62,749
-32%
增持
IWB
ISHARES TR
+$755.4K
67,750
+1%
减持
ICVT
ISHARES TR
-$738.6K
6,769
-57%
减持
RWO
SPDR INDEX SHS FDS
-$699.3K
220,436
-4%
增持
PYPL
PAYPAL HLDGS INC
-$690.1K
89,290
+2%
增持
QUAL
ISHARES TR
+$685.4K
5,347
+286%
减持
KO
COCA COLA CO
-$644.3K
198,090
-9%
增持
MTUM
ISHARES TR
+$628.4K
7,032
+78%
增持
SHY
ISHARES TR
+$620.7K
24,863
+44%
增持
TFC
TRUIST FINL CORP
+$612.4K
283,376
+6%
建仓
VONE
VANGUARD SCOTTSDALE FDS
+$601.4K
2,444
减持
COST
COSTCO WHSL CORP NEW
+$576.5K
6,048
-3%
建仓
IQLT
ISHARES TR
+$569.3K
14,578
增持
LMT
LOCKHEED MARTIN CORP
+$568.3K
42,296
+0%
建仓
NVDU
DIREXION SHS ETF TR
+$556.0K
5,000
减持
SCHX
SCHWAB STRATEGIC TR
+$549.8K
582,786
-2%
减持
DFAC
DIMENSIONAL ETF TRUST
-$548.1K
5,236,081
-1%
增持
QCOM
QUALCOMM INC
+$545.9K
17,506
+1%
减持
—
LAM RESEARCH CORP
+$541.6K
9,431
-4%
减持
MRK
MERCK & CO INC
-$540.1K
53,828
-1%
增持
VXUS
VANGUARD STAR FDS
+$532.5K
20,622
+75%
增持
GS
GOLDMAN SACHS GROUP INC
+$523.3K
3,942
+31%
减持
AME
AMETEK INC
-$522.9K
3,251
-44%
减持
PFF
ISHARES TR
-$510.9K
12,187
-56%
