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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 14
增持 73
减持 60
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
EQT
EQT CORP
+$145.4M
15,352,131
+0%
建仓
BLK
BLACKROCK INC
+$61.9M
60,372
清仓
—
BLACKROCK INC
-$57.7M
0
-100%
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
VUG
VANGUARD INDEX FDS
+$34.5M
1,142,980
+1%
建仓
AVDE
AMERICAN CENTY ETF TR
+$23.5M
382,550
减持
AVGO
BROADCOM INC
+$23.3M
428,153
-3%
增持
VO
VANGUARD INDEX FDS
+$17.0M
75,312
+594%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$15.8M
5,788,877
+4%
增持
VTI
VANGUARD INDEX FDS
+$15.1M
182,206
+37%
增持
MGC
VANGUARD WORLD FD
+$14.8M
70,635
+5629%
减持
AAPL
APPLE INC
+$13.8M
884,026
-1%
建仓
VOE
VANGUARD INDEX FDS
+$13.5M
83,404
增持
VTV
VANGUARD INDEX FDS
+$13.1M
1,631,057
+8%
减持
NVO
NOVO-NORDISK A S
-$12.7M
362,514
-2%
增持
DFAS
DIMENSIONAL ETF TRUST
+$10.7M
562,585
+41%
增持
SCHP
SCHWAB STRATEGIC TR
+$10.0M
764,539
+322%
建仓
AVEM
AMERICAN CENTY ETF TR
+$9.8M
166,184
增持
DFSV
DIMENSIONAL ETF TRUST
+$9.7M
2,883,089
+12%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$9.3M
982,406
+16%
建仓
MGV
VANGUARD WORLD FD
+$8.9M
71,406
建仓
DFGP
DIMENSIONAL ETF TRUST
+$8.9M
167,570
增持
AMZN
AMAZON COM INC
+$8.5M
244,721
+1%
增持
DFCF
DIMENSIONAL ETF TRUST
+$8.5M
221,270
+1356%
增持
IEFA
ISHARES TR
-$8.3M
3,365,263
+7%
减持
GOOG
ALPHABET INC
+$8.1M
370,413
-1%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$8.0M
51,240
+818%
减持
DFIV
DIMENSIONAL ETF TRUST
-$8.0M
2,591,495
-1%
减持
LOW
LOWES COS INC
-$7.5M
288,498
-1%
减持
AMGN
AMGEN INC
-$7.4M
111,709
-1%
减持
LLY
ELI LILLY & CO
-$7.4M
51,450
-3%
增持
EFV
ISHARES TR
-$7.3M
2,004,885
+3%
清仓
—
LAM RESEARCH CORP
-$7.1M
0
-100%
增持
VB
VANGUARD INDEX FDS
+$7.1M
104,996
+37%
增持
STIP
ISHARES TR
+$7.0M
1,894,273
+5%
增持
VBR
VANGUARD INDEX FDS
+$6.8M
354,389
+12%
增持
VOO
VANGUARD INDEX FDS
+$6.8M
27,403
+81%
增持
SCZ
ISHARES TR
-$6.6M
2,422,047
+7%
增持
IVV
ISHARES TR
+$6.3M
264,127
+2%
建仓
LRCX
LAM RESEARCH CORP
+$6.3M
87,178
减持
JPM
JPMORGAN CHASE & CO.
+$6.3M
233,473
-1%
增持
IJR
ISHARES TR
+$6.2M
1,714,704
+5%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$5.9M
272,773
-1%
增持
AVDV
AMERICAN CENTY ETF TR
+$5.8M
153,726
+156%
增持
V
VISA INC
+$5.6M
135,220
+0%
减持
MSFT
MICROSOFT CORP
-$5.1M
416,107
-1%
减持
WSM
WILLIAMS SONOMA INC
+$5.0M
222,492
-5%
减持
LMT
LOCKHEED MARTIN CORP
-$4.9M
32,670
-8%
减持
CSCO
CISCO SYS INC
+$4.8M
848,590
-1%
减持
—
INTERPUBLIC GROUP COS INC
-$4.6M
882,490
-5%
减持
IWF
ISHARES TR
+$4.6M
271,367
-2%
增持
VUSB
VANGUARD BD INDEX FDS
+$4.5M
109,210
+480%
增持
SPYV
SPDR SER TR
+$4.2M
124,412
+203%
增持
SLYV
SPDR SER TR
+$4.2M
102,429
+87%
减持
JNJ
JOHNSON & JOHNSON
-$4.1M
232,140
-0%
建仓
MDYV
SPDR SER TR
+$4.0M
50,385
增持
SPDW
SPDR INDEX SHS FDS
+$4.0M
171,112
+249%
增持
IEMG
ISHARES INC
-$4.0M
1,369,286
+4%
增持
MCK
MCKESSON CORP
+$3.9M
7,499
+836%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$3.7M
487,167
+1%
增持
GWX
SPDR INDEX SHS FDS
+$3.6M
137,825
+653%
增持
AVUS
AMERICAN CENTY ETF TR
+$3.6M
830,216
+3%
增持
MBB
ISHARES TR
+$3.6M
275,859
+22%
减持
IVW
ISHARES TR
+$3.6M
754,241
-1%
增持
ELV
ELEVANCE HEALTH INC
-$3.6M
23,934
+0%
减持
TGT
TARGET CORP
-$3.4M
140,063
-2%
增持
SPMD
SPDR SER TR
+$3.3M
135,425
+80%
减持
JPUS
J P MORGAN EXCHANGE TRADED F
-$3.2M
307,668
-4%
减持
IWD
ISHARES TR
-$3.2M
445,948
-1%
增持
IJH
ISHARES TR
+$3.0M
880,076
+6%
减持
REGN
REGENERON PHARMACEUTICALS
-$3.0M
8,278
-2%
减持
UNH
UNITEDHEALTH GROUP INC
-$3.0M
36,336
-1%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$3.0M
86,921
+57%
减持
DFUV
DIMENSIONAL ETF TRUST
-$3.0M
2,362,720
-1%
减持
PEP
PEPSICO INC
-$3.0M
160,556
-0%
减持
EMR
EMERSON ELEC CO
+$2.8M
212,058
-1%
增持
TSLA
TESLA INC
+$2.7M
14,398
+21%
增持
WMT
WALMART INC
+$2.7M
203,150
+5%
增持
GOOGL
ALPHABET INC
+$2.6M
94,939
+2%
增持
EFA
ISHARES TR
-$2.6M
581,495
+4%
增持
NVDA
NVIDIA CORPORATION
+$2.5M
133,449
+5%
减持
CL
COLGATE PALMOLIVE CO
-$2.3M
112,023
-7%
减持
—
UNILEVER PLC
-$2.2M
236,630
-2%
减持
DFEM
DIMENSIONAL ETF TRUST
-$2.2M
13,160
-85%
增持
SPSM
SPDR SER TR
+$2.2M
77,029
+169%
增持
BIL
SPDR SER TR
+$2.2M
26,386
+828%
增持
SCHV
SCHWAB STRATEGIC TR
+$2.1M
114,206
+960%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$2.1M
218,994
+18%
减持
TD
TORONTO DOMINION BK ONT
-$2.1M
131,638
-8%
增持
FTNT
FORTINET INC
+$2.0M
101,618
+4%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$2.0M
99,815
-3%
增持
IWS
ISHARES TR
+$2.0M
49,104
+49%
增持
CRM
SALESFORCE INC
+$2.0M
25,900
+6%
减持
DFAT
DIMENSIONAL ETF TRUST
-$1.9M
836,549
-4%
减持
TFC
TRUIST FINL CORP
-$1.9M
238,938
-17%
建仓
DSI
ISHARES TR
+$1.9M
17,286
减持
BIV
VANGUARD BD INDEX FDS
-$1.9M
488,982
-0%
增持
PNC
PNC FINL SVCS GROUP INC
+$1.9M
156,470
+2%
增持
SPTM
SPDR SER TR
+$1.9M
31,552
+460%
增持
IUSV
ISHARES TR
-$1.8M
986,881
+1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$1.8M
1,814,130
+6%
建仓
DIHP
DIMENSIONAL ETF TRUST
+$1.8M
71,448
减持
KO
COCA COLA CO
-$1.8M
185,136
-0%
减持
MSCI
MSCI INC
-$1.8M
8,685
-27%
增持
META
META PLATFORMS INC
+$1.7M
11,110
+33%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$1.7M
24,610
-2%
减持
SWKS
SKYWORKS SOLUTIONS INC
-$1.7M
70,382
-13%
建仓
JPIE
J P MORGAN EXCHANGE TRADED F
+$1.7M
36,930
增持
DIS
DISNEY WALT CO
+$1.7M
106,274
+1%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$1.7M
98,656
+0%
减持
STM
STMICROELECTRONICS N V
-$1.7M
131,228
-21%
减持
UPS
UNITED PARCEL SERVICE INC
-$1.6M
138,795
-1%
减持
IUSG
ISHARES TR
+$1.6M
227,598
-0%
增持
JNK
SPDR SER TR
+$1.6M
27,687
+155%
增持
DFAI
DIMENSIONAL ETF TRUST
+$1.6M
411,560
+25%
减持
PPG
PPG INDS INC
-$1.5M
9,368
-52%
增持
SCHG
SCHWAB STRATEGIC TR
+$1.5M
1,020,881
+294%
增持
SPEM
SPDR INDEX SHS FDS
+$1.4M
43,872
+643%
增持
REET
ISHARES TR
-$1.4M
996,506
+5%
减持
DFIS
DIMENSIONAL ETF TRUST
-$1.4M
22,274
-69%
减持
ESGD
ISHARES TR
-$1.4M
160,880
-0%
增持
ADBE
ADOBE INC
-$1.4M
21,116
+2%
减持
CVS
CVS HEALTH CORP
-$1.3M
45,622
-15%
减持
DFAU
DIMENSIONAL ETF TRUST
+$1.3M
3,639,955
-1%
减持
DFAC
DIMENSIONAL ETF TRUST
+$1.3M
5,168,207
-0%
减持
VNQ
VANGUARD INDEX FDS
-$1.3M
122,137
-2%
增持
BND
VANGUARD BD INDEX FDS
+$1.2M
199,017
+14%
减持
FLOT
ISHARES TR
-$1.2M
483,166
-4%
减持
SCHW
SCHWAB CHARLES CORP
+$1.2M
161,367
-3%
清仓
FFWM
FIRST FNDTN INC
-$1.2M
0
-100%
增持
ABBV
ABBVIE INC
-$1.2M
76,342
+2%
减持
RIO
RIO TINTO PLC
-$1.1M
65,905
-7%
减持
IWN
ISHARES TR
-$1.0M
150,218
-3%
减持
DFUS
DIMENSIONAL ETF TRUST
+$1.0M
1,154,992
-1%
建仓
GBIL
GOLDMAN SACHS ETF TR
+$1.0M
10,340
减持
SPY
SPDR S&P 500 ETF TR
+$1.0M
92,172
-0%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$1.0M
13,380
增持
MDLZ
MONDELEZ INTL INC
-$954.2K
70,360
+1%
减持
SEIC
SEI INVTS CO
+$940.4K
83,335
-3%
增持
COST
COSTCO WHSL CORP NEW
+$935.6K
7,074
+13%
增持
RWO
SPDR INDEX SHS FDS
-$927.7K
212,359
+1%
减持
AGG
ISHARES TR
-$915.1K
202,086
-0%
增持
—
ASML HOLDING N V
-$902.4K
10,446
+7%
增持
BKNG
BOOKING HOLDINGS INC
+$900.3K
889
+6%
减持
IVE
ISHARES TR
-$896.0K
78,658
-3%
增持
DFAX
DIMENSIONAL ETF TRUST
-$895.5K
514,358
+2%
减持
CMCSA
COMCAST CORP NEW
-$894.8K
180,547
-2%
建仓
VMBS
VANGUARD SCOTTSDALE FDS
+$884.6K
19,509
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$879.7K
64,134
-1%
减持
DISV
DIMENSIONAL ETF TRUST
-$874.9K
48,693
-35%
增持
DFSD
DIMENSIONAL ETF TRUST
+$864.7K
28,717
+185%
