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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 5
增持 75
减持 67
清仓 3
方向
标的
Δ市值
现股数(环比)
建仓
EQT
EQT CORP
+$562.5M
15,351,924
增持
IJR
ISHARES TR
+$37.0M
1,636,314
+13%
增持
VTV
VANGUARD INDEX FDS
+$34.8M
1,506,793
+6%
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
+$32.3M
1,373,644
+5%
增持
IEFA
ISHARES TR
+$29.8M
3,136,225
+6%
增持
VUG
VANGUARD INDEX FDS
+$26.1M
1,132,101
+4%
增持
SCZ
ISHARES TR
+$22.7M
2,271,038
+7%
增持
AAPL
APPLE INC
+$20.8M
890,979
+0%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$14.2M
5,540,320
-2%
增持
STIP
ISHARES TR
+$13.4M
1,811,595
+6%
减持
LOW
LOWES COS INC
+$13.0M
290,689
-3%
增持
DFSV
DIMENSIONAL ETF TRUST
+$11.4M
2,565,849
+9%
增持
EFV
ISHARES TR
+$10.5M
1,954,667
+2%
减持
NVO
NOVO-NORDISK A S
-$9.9M
368,775
-2%
减持
—
BLACKROCK INC
+$9.3M
60,716
-1%
减持
DFAC
DIMENSIONAL ETF TRUST
+$8.7M
5,176,446
-1%
增持
IUSV
ISHARES TR
+$7.2M
976,239
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$6.6M
102,702
+3%
增持
AVUS
AMERICAN CENTY ETF TR
+$6.4M
807,616
+3%
减持
GOOG
ALPHABET INC
-$6.1M
373,457
-0%
减持
IJS
ISHARES TR
+$5.8M
763,500
-3%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$5.7M
1,707,535
-2%
减持
DFIV
DIMENSIONAL ETF TRUST
+$5.5M
2,623,512
-0%
减持
VBR
VANGUARD INDEX FDS
+$5.5M
315,793
-0%
减持
IWD
ISHARES TR
+$5.5M
451,789
-2%
建仓
VGT
VANGUARD WORLD FD
+$5.4M
9,244
减持
HD
HOME DEPOT INC
+$5.0M
83,343
-0%
减持
IEMG
ISHARES INC
+$4.8M
1,315,031
-0%
减持
DFUV
DIMENSIONAL ETF TRUST
+$4.5M
2,390,093
-1%
减持
DFAU
DIMENSIONAL ETF TRUST
-$4.4M
3,680,477
-8%
减持
CSCO
CISCO SYS INC
+$4.4M
853,125
-1%
减持
PNC
PNC FINL SVCS GROUP INC
+$4.4M
153,116
-0%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$4.1M
98,339
+1%
增持
OTIS
OTIS WORLDWIDE CORP
+$3.9M
46,490
+387%
减持
IVV
ISHARES TR
+$3.6M
258,575
-3%
增持
—
AON PLC
+$3.5M
11,796
+468%
减持
JNJ
JOHNSON & JOHNSON
+$3.5M
232,749
-1%
减持
SCHW
SCHWAB CHARLES CORP
-$3.2M
165,818
-12%
减持
DFUS
DIMENSIONAL ETF TRUST
+$3.1M
1,167,132
-1%
减持
IWM
ISHARES TR
+$3.1M
184,625
-1%
增持
ORCL
ORACLE CORP
+$3.1M
101,219
+1%
增持
VCEB
VANGUARD WORLD FD
+$3.1M
137,280
+46%
增持
VTI
VANGUARD INDEX FDS
+$3.0M
133,045
+3%
减持
—
LAM RESEARCH CORP
-$3.0M
8,687
-8%
增持
BND
VANGUARD BD INDEX FDS
+$2.9M
173,967
+23%
增持
UNH
UNITEDHEALTH GROUP INC
+$2.9M
36,537
+1%
减持
SBUX
STARBUCKS CORP
+$2.8M
147,068
-0%
减持
DFAT
DIMENSIONAL ETF TRUST
+$2.8M
871,542
-1%
增持
MCD
MCDONALDS CORP
+$2.8M
26,268
+28%
减持
EFA
ISHARES TR
+$2.8M
556,501
-0%
减持
STM
STMICROELECTRONICS N V
-$2.8M
165,740
-15%
增持
ESML
ISHARES TR
+$2.7M
288,411
+19%
减持
REET
ISHARES TR
+$2.6M
946,460
-3%
减持
—
ASML HOLDING N V
-$2.6M
9,772
-7%
增持
WMT
WALMART INC
+$2.6M
193,858
+0%
减持
JEF
JEFFERIES FINL GROUP INC
-$2.5M
30,555
-65%
减持
JPUS
J P MORGAN EXCHANGE TRADED F
+$2.4M
320,109
-3%
减持
—
UNILEVER PLC
+$2.4M
240,841
-0%
减持
LLY
ELI LILLY & CO
-$2.3M
53,136
-3%
减持
SPY
SPDR S&P 500 ETF TR
+$2.2M
92,366
-1%
增持
SUSB
ISHARES TR
+$2.2M
497,419
+18%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$2.2M
847,465
+1%
减持
IJH
ISHARES TR
+$2.1M
831,242
-2%
增持
DFAS
DIMENSIONAL ETF TRUST
+$2.1M
399,258
+1%
增持
GPC
GENUINE PARTS CO
+$2.1M
17,190
+614%
增持
MBB
ISHARES TR
+$2.1M
226,101
+6%
增持
MUB
ISHARES TR
+$1.9M
239,621
+6%
增持
V
VISA INC
+$1.9M
134,946
+1%
增持
PYPL
PAYPAL HLDGS INC
+$1.9M
90,336
+1%
增持
IAGG
ISHARES TR
+$1.9M
497,666
+4%
增持
BIV
VANGUARD BD INDEX FDS
+$1.9M
490,391
+0%
增持
FTNT
FORTINET INC
+$1.9M
97,458
+3%
增持
MDLZ
MONDELEZ INTL INC
+$1.8M
69,999
+38%
增持
IVE
ISHARES TR
+$1.8M
80,693
+4%
清仓
COMT
ISHARES U S ETF TR
-$1.8M
0
-100%
减持
FLOT
ISHARES TR
-$1.7M
505,716
-6%
增持
AVGO
BROADCOM INC
+$1.7M
440,582
+853%
减持
IWF
ISHARES TR
+$1.7M
278,159
-1%
增持
VB
VANGUARD INDEX FDS
+$1.7M
76,588
+1%
减持
—
INTERPUBLIC GROUP COS INC
+$1.6M
927,925
-3%
减持
AFL
AFLAC INC
+$1.6M
73,047
-0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.6M
22,414
+15%
增持
VBK
VANGUARD INDEX FDS
+$1.6M
74,933
+1%
减持
VNQ
VANGUARD INDEX FDS
+$1.5M
124,649
-2%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$1.5M
483,195
+0%
减持
HUBB
HUBBELL INC
+$1.5M
27,618
-2%
减持
IWN
ISHARES TR
+$1.5M
154,087
-3%
增持
SYY
SYSCO CORP
+$1.5M
98,679
+13%
增持
KDP
KEURIG DR PEPPER INC
+$1.5M
86,151
+63%
减持
ABBV
ABBVIE INC
+$1.4M
74,655
-4%
增持
IUSG
ISHARES TR
+$1.4M
228,271
+1%
增持
ZTS
ZOETIS INC
+$1.4M
26,424
+21%
增持
GOOGL
ALPHABET INC
-$1.4M
92,758
+1%
减持
AMGN
AMGEN INC
-$1.3M
113,208
-6%
建仓
AMTM
AMENTUM HOLDINGS INC
+$1.3M
40,543
增持
WSM
WILLIAMS SONOMA INC
+$1.3M
233,613
+89%
增持
TFC
TRUIST FINL CORP
+$1.3M
287,230
+1%
增持
CRM
SALESFORCE INC
+$1.3M
24,341
+16%
建仓
VHT
VANGUARD WORLD FD
+$1.2M
4,283
减持
MSCI
MSCI INC
+$1.2M
11,974
-0%
减持
FDX
FEDEX CORP
-$1.2M
37,076
-2%
增持
NVDA
NVIDIA CORPORATION
+$1.2M
126,929
+10%
减持
SCHM
SCHWAB STRATEGIC TR
+$1.2M
309,555
-2%
增持
IWB
ISHARES TR
+$1.1M
67,773
+0%
减持
INTC
INTEL CORP
-$1.1M
51,476
-31%
增持
AGG
ISHARES TR
+$1.1M
202,401
+1%
增持
SUB
ISHARES TR
+$1.1M
199,571
+4%
增持
AMZN
AMAZON COM INC
-$1.0M
242,503
+1%
减持
DOV
DOVER CORP
+$1.0M
94,064
-0%
减持
LMT
LOCKHEED MARTIN CORP
+$1.0M
35,526
-16%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$1.0M
185,013
+2%
减持
IVW
ISHARES TR
+$983.5K
762,055
-2%
增持
BSV
VANGUARD BD INDEX FDS
+$973.8K
224,334
+3%
减持
RTX
RTX CORPORATION
+$961.8K
48,690
-1%
减持
SWKS
SKYWORKS SOLUTIONS INC
-$948.3K
80,466
-4%
增持
APD
AIR PRODS & CHEMS INC
+$938.5K
16,728
+7%
建仓
SBAC
SBA COMMUNICATIONS CORP NEW
+$884.4K
3,674
减持
RWO
SPDR INDEX SHS FDS
+$881.0K
211,146
-4%
减持
EEMV
ISHARES INC
+$853.0K
157,127
-0%
增持
MA
MASTERCARD INCORPORATED
+$837.5K
10,515
+7%
增持
NOC
NORTHROP GRUMMAN CORP
+$823.6K
7,852
+3%
减持
ESGD
ISHARES TR
+$772.6K
161,650
-1%
增持
AXP
AMERICAN EXPRESS CO
+$767.9K
19,325
+0%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
+$764.0K
64,967
-8%
减持
PG
PROCTER AND GAMBLE CO
+$757.4K
157,017
-2%
减持
JPM
JPMORGAN CHASE & CO.
+$719.5K
235,776
-3%
减持
KO
COCA COLA CO
+$718.2K
185,453
-6%
清仓
SOTK
SONO TEK CORP
-$715.9K
0
-100%
增持
META
META PLATFORMS INC
+$702.0K
8,365
+3%
减持
TSLA
TESLA INC
+$697.3K
11,859
-2%
增持
GLD
SPDR GOLD TR
+$689.8K
15,470
+8%
增持
EA
ELECTRONIC ARTS INC
+$683.6K
143,976
+0%
减持
FFWM
FIRST FNDTN INC
-$682.2K
190,349
-33%
增持
INFY
INFOSYS LTD
+$680.2K
183,028
+0%
增持
GD
GENERAL DYNAMICS CORP
+$675.7K
10,032
+24%
增持
A
AGILENT TECHNOLOGIES INC
+$658.7K
24,888
+6%
减持
SYK
STRYKER CORPORATION
+$649.7K
42,745
-2%
增持
SLYV
SPDR SER TR
+$647.8K
54,790
+4%
增持
SGOV
ISHARES TR
+$631.4K
12,060
+108%
增持
SPDW
SPDR INDEX SHS FDS
+$626.5K
49,019
+42%
增持
VOO
VANGUARD INDEX FDS
+$596.1K
15,115
+2%
增持
RIO
RIO TINTO PLC
+$593.2K
70,578
+5%
减持
MRK
MERCK & CO INC
-$577.6K
53,595
-0%
增持
NEE
NEXTERA ENERGY INC
+$576.8K
39,721
+1%
增持
PM
PHILIP MORRIS INTL INC
+$572.5K
28,202
+0%
减持
ELV
ELEVANCE HEALTH INC
-$564.5K
23,865
-0%
减持
DFAX
DIMENSIONAL ETF TRUST
+$563.3K
506,569
-2%
清仓
NVDU
DIREXION SHS ETF TR
-$556.0K
0
-100%
减持
DON
WISDOMTREE TR
+$552.3K
131,529
-0%
增持
—
AVADEL PHARMACEUTICALS PLC
-$551.7K
603,966
+0%
