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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 3
增持 46
减持 98
清仓 3
方向
标的
Δ市值
现股数(环比)
清仓
EQT
EQT CORP
-$707.9M
0
-100%
增持
AVDV
AMERICAN CENTY ETF TR
+$105.8M
1,659,857
+980%
减持
SCZ
ISHARES TR
-$71.0M
1,197,955
-51%
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
-$32.0M
1,178,843
+3%
减持
AVGO
BROADCOM INC
-$31.2M
406,234
-5%
减持
AAPL
APPLE INC
-$30.0M
861,472
-3%
增持
IEFA
ISHARES TR
+$28.5M
3,503,273
+4%
减持
IJR
ISHARES TR
-$25.4M
1,646,146
-4%
减持
MSFT
MICROSOFT CORP
-$22.2M
408,014
-2%
增持
DIHP
DIMENSIONAL ETF TRUST
+$18.4M
751,326
+952%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$14.1M
1,477,951
+6%
减持
GOOG
ALPHABET INC
-$13.2M
366,746
-1%
减持
IWF
ISHARES TR
-$12.7M
266,543
-2%
减持
IJS
ISHARES TR
-$12.4M
710,681
-6%
增持
STIP
ISHARES TR
+$12.0M
1,957,487
+3%
减持
DFAU
DIMENSIONAL ETF TRUST
-$11.9M
3,524,418
-3%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$11.7M
5,676,812
-2%
增持
VTV
VANGUARD INDEX FDS
+$11.1M
1,662,744
+2%
减持
DFAC
DIMENSIONAL ETF TRUST
-$9.7M
5,124,524
-1%
减持
IVV
ISHARES TR
-$9.7M
259,469
-2%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$8.9M
270,712
-1%
减持
DFIV
DIMENSIONAL ETF TRUST
+$8.5M
2,551,604
-2%
减持
IVW
ISHARES TR
-$8.5M
733,688
-3%
减持
WSM
WILLIAMS SONOMA INC
-$8.2M
208,936
-6%
减持
AMZN
AMAZON COM INC
-$7.9M
240,833
-2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$7.7M
99,457
-0%
减持
EFV
ISHARES TR
+$7.2M
1,907,217
-5%
减持
NVO
NOVO-NORDISK A S
-$6.2M
359,706
-1%
增持
DFSV
DIMENSIONAL ETF TRUST
-$6.1M
2,936,778
+2%
减持
BLK
BLACKROCK INC
-$5.7M
59,409
-2%
减持
IJH
ISHARES TR
-$5.3M
849,733
-3%
减持
LOW
LOWES COS INC
-$5.0M
283,695
-2%
减持
TGT
TARGET CORP
-$4.9M
134,034
-4%
减持
VBR
VANGUARD INDEX FDS
-$4.9M
350,900
-1%
减持
DFAT
DIMENSIONAL ETF TRUST
-$4.7M
813,311
-3%
减持
AMGN
AMGEN INC
+$4.7M
108,441
-3%
增持
VONG
VANGUARD SCOTTSDALE FDS
-$4.5M
493,859
+1%
减持
IWM
ISHARES TR
-$4.5M
180,579
-2%
减持
NVDA
NVIDIA CORPORATION
-$4.4M
124,989
-6%
减持
DFUS
DIMENSIONAL ETF TRUST
-$4.4M
1,145,407
-1%
减持
JNJ
JOHNSON & JOHNSON
+$4.3M
228,516
-2%
增持
AVDE
AMERICAN CENTY ETF TR
+$3.9M
413,763
+8%
减持
V
VISA INC
+$3.9M
133,072
-2%
减持
—
AVADEL PHARMACEUTICALS PLC
-$3.8M
558,977
-29%
减持
VBK
VANGUARD INDEX FDS
-$3.8M
64,780
-10%
减持
SCHG
SCHWAB STRATEGIC TR
-$3.8M
985,805
-3%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$3.7M
20
+11%
减持
EMR
EMERSON ELEC CO
-$3.4M
208,692
-2%
减持
SCHM
SCHWAB STRATEGIC TR
-$3.2M
841,413
-8%
减持
VTI
VANGUARD INDEX FDS
-$3.0M
181,166
-1%
增持
GOOGL
ALPHABET INC
-$3.0M
96,963
+2%
减持
IWN
ISHARES TR
-$2.9M
144,255
-4%
减持
PNC
PNC FINL SVCS GROUP INC
-$2.8M
155,497
-1%
增持
DFAS
DIMENSIONAL ETF TRUST
-$2.8M
565,552
+1%
减持
ORCL
ORACLE CORP
-$2.7M
100,366
-0%
减持
HUBB
HUBBELL INC
-$2.7M
26,741
-3%
减持
EFA
ISHARES TR
+$2.5M
568,863
-2%
减持
SCHX
SCHWAB STRATEGIC TR
-$2.5M
1,577,066
-2%
减持
UPS
UNITED PARCEL SERVICE INC
-$2.3M
138,307
-0%
减持
TSLA
TESLA INC
-$2.2M
13,805
-4%
减持
APD
AIR PRODS & CHEMS INC
-$2.2M
6,729
-54%
减持
IEMG
ISHARES INC
+$2.2M
1,365,725
-0%
增持
IUSV
ISHARES TR
+$2.1M
1,013,318
+3%
减持
ABBV
ABBVIE INC
+$2.1M
74,939
-2%
减持
HD
HOME DEPOT INC
-$2.1M
84,070
-1%
减持
PYPL
PAYPAL HLDGS INC
-$2.1M
86,994
-5%
减持
SWKS
SKYWORKS SOLUTIONS INC
-$2.0M
65,643
-7%
增持
MA
MASTERCARD INCORPORATED
+$2.0M
13,767
+31%
减持
EA
ELECTRONIC ARTS INC
-$2.0M
134,798
-8%
增持
SPY
SPDR S&P 500 ETF TR
-$2.0M
93,073
+1%
减持
ABT
ABBOTT LABS
+$1.9M
108,917
-2%
减持
LMT
LOCKHEED MARTIN CORP
-$1.9M
31,362
-4%
增持
DFGP
DIMENSIONAL ETF TRUST
+$1.8M
200,095
+19%
增持
REET
ISHARES TR
+$1.8M
1,056,894
+6%
减持
LLY
ELI LILLY & CO
+$1.8M
50,214
-2%
增持
IUSG
ISHARES TR
-$1.7M
235,919
+4%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$1.7M
23,973
-3%
减持
FDX
FEDEX CORP
-$1.7M
35,580
-3%
增持
VB
VANGUARD INDEX FDS
-$1.6M
106,330
+1%
减持
DIS
DISNEY WALT CO
-$1.6M
104,130
-2%
增持
MBB
ISHARES TR
+$1.5M
286,208
+4%
减持
ELV
ELEVANCE HEALTH INC
+$1.5M
23,779
-1%
减持
DFUV
DIMENSIONAL ETF TRUST
-$1.5M
2,309,668
-2%
减持
ESML
ISHARES TR
-$1.5M
286,308
-4%
增持
RTX
RTX CORPORATION
+$1.5M
56,012
+9%
减持
FLOT
ISHARES TR
-$1.5M
452,864
-6%
增持
CRM
SALESFORCE INC
-$1.4M
26,929
+4%
建仓
WMG
WARNER MUSIC GROUP CORP
+$1.4M
44,796
减持
DOV
DOVER CORP
-$1.3M
92,585
-1%
减持
—
INTERPUBLIC GROUP COS INC
-$1.3M
864,060
-2%
减持
KO
COCA COLA CO
+$1.2M
178,242
-4%
增持
GLD
SPDR GOLD TR
+$1.2M
19,197
+7%
增持
OTIS
OTIS WORLDWIDE CORP
+$1.2M
65,663
+8%
增持
SBUX
STARBUCKS CORP
+$1.2M
150,086
+1%
增持
ADBE
ADOBE INC
-$1.2M
21,472
+2%
清仓
JMST
J P MORGAN EXCHANGE TRADED F
-$1.1M
0
-100%
减持
SLYV
SPDR SER TR
-$1.1M
99,482
-3%
减持
PEP
PEPSICO INC
-$1.1M
155,566
-3%
增持
AVEM
AMERICAN CENTY ETF TR
+$1.1M
179,842
+8%
减持
IWO
ISHARES TR
-$1.0M
26,919
-2%
增持
SCHP
SCHWAB STRATEGIC TR
+$1.0M
771,923
+1%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
+$1.0M
61,223
-5%
减持
REGN
REGENERON PHARMACEUTICALS
-$918.9K
7,848
-5%
减持
MRK
MERCK & CO INC
-$915.1K
48,165
-9%
减持
JPUS
J P MORGAN EXCHANGE TRADED F
-$912.4K
296,837
-4%
增持
MCD
MCDONALDS CORP
+$911.3K
29,613
+3%
减持
PM
PHILIP MORRIS INTL INC
+$880.2K
24,582
-2%
减持
SPMD
SPDR SER TR
-$849.2K
128,122
-5%
减持
CVS
CVS HEALTH CORP
+$845.9K
42,713
-6%
增持
DFCF
DIMENSIONAL ETF TRUST
+$844.7K
237,196
+7%
增持
MDLZ
MONDELEZ INTL INC
+$832.3K
74,206
+5%
建仓
FVCB
FVCBANKCORP INC
+$831.3K
78,650
减持
MUB
ISHARES TR
-$817.4K
242,805
-2%
增持
MGV
VANGUARD WORLD FD
+$782.2K
75,299
+5%
减持
JEF
JEFFERIES FINL GROUP INC
-$778.5K
30,324
-1%
减持
SEIC
SEI INVTS CO
-$778.2K
78,516
-6%
增持
CVX
CHEVRON CORP NEW
+$759.2K
31,149
+1%
减持
—
EXXON MOBIL CORP
+$748.9K
73,424
-1%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$741.9K
96,951
-2%
增持
PAYC
PAYCOM SOFTWARE INC
+$741.2K
6,570
+94%
增持
VCEB
VANGUARD WORLD FD
+$736.4K
147,962
+7%
减持
INFY
INFOSYS LTD
-$726.5K
174,733
-2%
增持
IAU
ISHARES GOLD TR
+$710.3K
62,608
+4%
减持
MCK
MCKESSON CORP
+$709.4K
7,404
-1%
减持
CSCO
CISCO SYS INC
+$700.6K
825,427
-3%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$682.0K
21,540
+1%
减持
BX
BLACKSTONE INC
-$681.8K
15,531
-6%
增持
VGT
VANGUARD WORLD FD
-$681.2K
9,319
+1%
增持
VOO
VANGUARD INDEX FDS
-$662.4K
27,442
+0%
清仓
QUBT
QUANTUM COMPUTING INC
-$662.0K
0
-100%
增持
ALGN
ALIGN TECHNOLOGY INC
-$661.7K
15,347
+3%
增持
CL
COLGATE PALMOLIVE CO
+$644.6K
115,567
+3%
减持
SCHA
SCHWAB STRATEGIC TR
-$630.2K
200,033
-3%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$621.8K
3,859
-41%
减持
WMT
WALMART INC
-$600.4K
202,235
-0%
减持
CMCSA
COMCAST CORP NEW
-$593.4K
167,549
-7%
增持
—
AON PLC
+$592.2K
12,558
+2%
减持
J
JACOBS SOLUTIONS INC
-$576.1K
39,744
-1%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$567.8K
30,403
+37%
增持
IWB
ISHARES TR
-$567.1K
68,365
+2%
减持
AXP
AMERICAN EXPRESS CO
-$565.8K
19,444
-0%
增持
IAGG
ISHARES TR
+$561.3K
512,005
+2%
减持
TFC
TRUIST FINL CORP
-$561.2K
238,249
-0%
减持
DON
WISDOMTREE TR
-$561.2K
121,259
-6%
减持
AFL
AFLAC INC
+$547.2K
70,700
-0%
减持
HBAN
HUNTINGTON BANCSHARES INC
-$530.7K
330,450
-2%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$528.1K
1,776,898
-2%
减持
ITOT
ISHARES TR
-$524.4K
59,430
-2%
减持
ESGD
ISHARES TR
+$523.4K
156,357
-3%
建仓
FELC
FIDELITY COVINGTON TRUST
+$518.2K
16,614
