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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 3
增持 66
减持 80
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
VUG
VANGUARD INDEX FDS
+$86.8M
1,195,224
+1%
减持
MSFT
MICROSOFT CORP
+$46.3M
400,931
-2%
减持
AVGO
BROADCOM INC
+$40.7M
394,226
-3%
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
VEA
VANGUARD TAX-MANAGED FDS
+$36.2M
5,697,243
+0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$30.1M
1,547,972
+5%
增持
AVDV
AMERICAN CENTY ETF TR
+$27.9M
1,811,931
+9%
增持
IUSG
ISHARES TR
+$27.1M
379,455
+61%
增持
IUSV
ISHARES TR
+$25.8M
1,261,168
+24%
减持
IEFA
ISHARES TR
+$23.0M
3,450,389
-2%
增持
AVUS
AMERICAN CENTY ETF TR
+$21.8M
1,016,141
+16%
增持
IVV
ISHARES TR
+$21.6M
269,566
+4%
增持
IWF
ISHARES TR
+$17.7M
268,453
+1%
增持
DISV
DIMENSIONAL ETF TRUST
+$16.8M
559,075
+895%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$16.8M
272,403
+1%
增持
DIHP
DIMENSIONAL ETF TRUST
+$16.5M
1,245,030
+66%
增持
IJS
ISHARES TR
+$15.3M
849,875
+20%
增持
AAPL
APPLE INC
-$14.6M
861,560
+0%
减持
UNH
UNITEDHEALTH GROUP INC
-$14.1M
14,217
-60%
减持
IJR
ISHARES TR
-$13.4M
1,451,997
-12%
增持
IEMG
ISHARES INC
+$13.2M
1,447,711
+6%
减持
DFAC
DIMENSIONAL ETF TRUST
+$12.8M
5,074,660
-1%
增持
DFUS
DIMENSIONAL ETF TRUST
+$11.5M
1,205,949
+5%
减持
DFAU
DIMENSIONAL ETF TRUST
+$11.4M
3,468,551
-2%
减持
IVW
ISHARES TR
+$11.3M
720,950
-2%
减持
DFSV
DIMENSIONAL ETF TRUST
-$10.3M
2,457,840
-16%
减持
JPM
JPMORGAN CHASE & CO.
+$9.5M
226,505
-1%
增持
AMZN
AMAZON COM INC
+$8.5M
247,744
+3%
减持
VONG
VANGUARD SCOTTSDALE FDS
+$7.9M
492,059
-0%
增持
GOOG
ALPHABET INC
+$7.9M
367,465
+0%
减持
ORCL
ORACLE CORP
+$7.8M
100,077
-0%
减持
DFIV
DIMENSIONAL ETF TRUST
+$7.4M
2,517,105
-1%
增持
NVDA
NVIDIA CORPORATION
+$6.4M
126,049
+1%
增持
AMAT
APPLIED MATLS INC
+$6.4M
41,450
+393%
增持
SPY
SPDR S&P 500 ETF TR
+$6.3M
94,502
+2%
增持
STIP
ISHARES TR
+$6.1M
2,027,657
+4%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$5.9M
1,745,696
-2%
减持
CSCO
CISCO SYS INC
+$5.6M
815,083
-1%
减持
BLK
BLACKROCK INC
+$5.4M
58,763
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$5.4M
97,879
-2%
增持
VBR
VANGUARD INDEX FDS
+$5.3M
362,293
+3%
减持
EMR
EMERSON ELEC CO
+$4.7M
206,878
-1%
减持
VTV
VANGUARD INDEX FDS
+$4.6M
1,651,080
-1%
增持
SPDW
SPDR INDEX SHS FDS
+$4.4M
261,358
+53%
增持
SUB
ISHARES TR
+$4.3M
243,754
+19%
清仓
SWKS
SKYWORKS SOLUTIONS INC
-$4.2M
0
-100%
建仓
IEF
ISHARES TR
+$4.2M
43,931
减持
VTI
VANGUARD INDEX FDS
+$4.1M
177,419
-2%
增持
IWD
ISHARES TR
+$4.1M
447,183
+2%
减持
SCHG
SCHWAB STRATEGIC TR
+$4.1M
985,438
-0%
减持
LOW
LOWES COS INC
-$4.0M
280,034
-1%
减持
EFA
ISHARES TR
+$4.0M
564,675
-1%
减持
AMGN
AMGEN INC
-$3.9M
106,945
-1%
减持
PEP
PEPSICO INC
-$3.7M
148,991
-4%
增持
REET
ISHARES TR
+$3.5M
1,181,583
+12%
减持
—
INTERPUBLIC GROUP COS INC
-$3.4M
819,889
-5%
减持
MUB
ISHARES TR
-$3.4M
212,704
-12%
减持
JNJ
JOHNSON & JOHNSON
-$3.3M
226,364
-1%
增持
ELV
ELEVANCE HEALTH INC
+$3.3M
34,999
+47%
减持
SCHX
SCHWAB STRATEGIC TR
+$3.1M
1,553,509
-1%
增持
CWB
SPDR SERIES TRUST
+$2.9M
143,998
+22%
增持
VB
VANGUARD INDEX FDS
+$2.8M
111,320
+5%
减持
LLY
ELI LILLY & CO
-$2.7M
49,681
-1%
减持
PG
PROCTER AND GAMBLE CO
-$2.6M
149,696
-3%
减持
UPS
UNITED PARCEL SERVICE INC
-$2.5M
125,637
-9%
增持
GOOGL
ALPHABET INC
+$2.5M
99,338
+2%
减持
VTEB
VANGUARD MUN BD FDS
-$2.5M
640,069
-6%
减持
SCZ
ISHARES TR
-$2.4M
1,013,737
-15%
减持
AVDE
AMERICAN CENTY ETF TR
+$2.4M
402,871
-3%
减持
EFV
ISHARES TR
+$2.3M
1,806,801
-5%
减持
IJH
ISHARES TR
+$2.2M
835,714
-2%
减持
IWB
ISHARES TR
+$2.2M
68,280
-0%
增持
WMT
WALMART INC
+$2.2M
203,566
+1%
减持
DIS
DISNEY WALT CO
+$2.1M
99,696
-4%
建仓
TYD
DIREXION SHS ETF TR
+$2.1M
81,000
减持
LRCX
LAM RESEARCH CORP
+$2.0M
83,362
-1%
增持
STM
STMICROELECTRONICS N V
+$1.9M
158,879
+18%
减持
DFAE
DIMENSIONAL ETF TRUST
+$1.9M
655,714
-1%
增持
—
ASML HOLDING N V
+$1.9M
11,211
+4%
增持
META
META PLATFORMS INC
+$1.8M
10,868
+1%
减持
SCHW
SCHWAB CHARLES CORP
+$1.8M
154,357
-2%
减持
IWM
ISHARES TR
+$1.6M
174,531
-3%
减持
HUBB
HUBBELL INC
+$1.6M
25,666
-4%
增持
AVEM
AMERICAN CENTY ETF TR
+$1.6M
181,076
+1%
增持
ABBV
ABBVIE INC
-$1.6M
76,027
+1%
建仓
IQV
IQVIA HLDGS INC
+$1.6M
10,072
减持
PNC
PNC FINL SVCS GROUP INC
+$1.6M
155,080
-0%
增持
QQQ
INVESCO QQQ TR
+$1.6M
15,183
+5%
减持
TGT
TARGET CORP
-$1.5M
126,514
-6%
减持
JPUS
J P MORGAN EXCHANGE TRADED F
-$1.5M
276,908
-7%
减持
VOO
VANGUARD INDEX FDS
+$1.4M
27,333
-0%
增持
FTNT
FORTINET INC
+$1.4M
103,428
+4%
增持
WMG
WARNER MUSIC GROUP CORP
+$1.4M
102,274
+128%
减持
DFAX
DIMENSIONAL ETF TRUST
+$1.4M
498,568
-2%
增持
VGT
VANGUARD WORLD FD
+$1.3M
9,650
+4%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$1.3M
23,105
-4%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$1.3M
949,055
-2%
减持
GPN
GLOBAL PMTS INC
-$1.3M
43,995
-11%
减持
FDX
FEDEX CORP
-$1.3M
32,499
-9%
增持
CNI
CANADIAN NATL RY CO
+$1.3M
15,760
+328%
减持
REGN
REGENERON PHARMACEUTICALS
-$1.3M
7,089
-10%
减持
TD
TORONTO DOMINION BK ONT
+$1.2M
117,194
-5%
减持
VO
VANGUARD INDEX FDS
+$1.2M
74,166
-2%
减持
FLOT
ISHARES TR
-$1.2M
429,690
-5%
增持
VV
VANGUARD INDEX FDS
+$1.2M
24,362
+8%
减持
DFAI
DIMENSIONAL ETF TRUST
+$1.2M
395,381
-1%
减持
IWP
ISHARES TR
+$1.1M
52,880
-0%
增持
TSLA
TESLA INC
+$1.1M
14,743
+7%
增持
SYK
STRYKER CORPORATION
+$1.1M
44,683
+0%
减持
MGC
VANGUARD WORLD FD
+$1.1M
69,702
-4%
减持
ESGD
ISHARES TR
+$1.1M
155,251
-1%
减持
DFAS
DIMENSIONAL ETF TRUST
+$1.1M
547,045
-3%
增持
VXUS
VANGUARD STAR FDS
+$1.1M
41,999
+41%
增持
AXP
AMERICAN EXPRESS CO
+$1.0M
19,691
+1%
减持
SBUX
STARBUCKS CORP
-$1.0M
149,304
-1%
增持
ESGU
ISHARES TR
+$1.0M
56,798
+4%
减持
DFAT
DIMENSIONAL ETF TRUST
+$1.0M
794,874
-2%
减持
CL
COLGATE PALMOLIVE CO
-$983.3K
108,310
-6%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$968.1K
21,454
-0%
增持
LMT
LOCKHEED MARTIN CORP
+$964.9K
32,333
+3%
减持
DFUV
DIMENSIONAL ETF TRUST
+$954.4K
2,273,790
-2%
减持
VBK
VANGUARD INDEX FDS
+$950.6K
62,325
-4%
减持
VSS
VANGUARD INTL EQUITY INDEX F
+$933.2K
84,295
-6%
减持
BKNG
BOOKING HOLDINGS INC
+$911.4K
841
-2%
增持
IWR
ISHARES TR
+$875.5K
68,386
+7%
增持
RTX
RTX CORPORATION
+$869.2K
56,763
+1%
增持
NFLX
NETFLIX INC
+$848.2K
2,042
+1%
减持
IWO
ISHARES TR
+$811.1K
26,900
-0%
减持
CVX
CHEVRON CORP NEW
-$800.3K
30,802
-1%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$767.3K
32,460
+11%
减持
CMCSA
COMCAST CORP NEW
-$742.2K
152,433
-9%
减持
MRK
MERCK & CO INC
-$740.9K
45,255
-6%
增持
GWX
SPDR INDEX SHS FDS
+$724.4K
137,957
+0%
增持
DCOR
DIMENSIONAL ETF TRUST
+$721.5K
34,011
+34%
减持
ESML
ISHARES TR
+$716.9K
283,427
-1%
增持
PAYC
PAYCOM SOFTWARE INC
+$713.9K
9,288
+41%
减持
SEIC
SEI INVTS CO
+$708.9K
75,719
-4%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$705.0K
13,974
-2%
增持
ESGE
ISHARES INC
+$703.7K
147,832
+2%
增持
BX
BLACKSTONE INC
+$694.7K
19,158
+23%
增持
TFC
TRUIST FINL CORP
+$674.2K
243,736
+2%
增持
COF
CAPITAL ONE FINL CORP
+$649.8K
5,399
+94%
增持
SCHB
SCHWAB STRATEGIC TR
+$645.7K
113,653
+19%
减持
SPYG
SPDR SERIES TRUST
+$638.3K
43,875
-0%
增持
MDLZ
MONDELEZ INTL INC
+$625.8K
83,936
+13%
增持
BAC
BANK AMERICA CORP
+$612.5K
85,269
+4%
增持
SYY
SYSCO CORP
+$608.0K
112,203
+7%
增持
—
EXXON MOBIL CORP
-$607.0K
75,374
+3%
减持
DOV
DOVER CORP
+$595.3K
92,019
-1%
减持
GE
GE AEROSPACE
+$595.0K
11,257
-2%
增持
CME
CME GROUP INC
+$581.9K
8,045
+30%
