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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 4
增持 45
减持 99
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
VUG
VANGUARD INDEX FDS
+$60.6M
1,218,854
+2%
减持
AAPL
APPLE INC
+$35.5M
833,809
-3%
增持
AVDV
AMERICAN CENTY ETF TR
+$32.4M
1,977,284
+9%
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
+$27.6M
1,595,966
+3%
增持
VTV
VANGUARD INDEX FDS
+$25.7M
1,702,382
+3%
减持
GOOG
ALPHABET INC
+$24.1M
366,672
-0%
增持
IEFA
ISHARES TR
+$20.9M
3,538,473
+3%
增持
IWF
ISHARES TR
+$14.5M
274,325
+2%
减持
IJR
ISHARES TR
+$13.2M
1,446,491
-0%
减持
AVGO
BROADCOM INC
+$13.0M
368,823
-6%
增持
STIP
ISHARES TR
+$12.2M
2,136,920
+5%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$12.1M
264,253
-3%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$11.5M
5,612,340
-1%
减持
DFAC
DIMENSIONAL ETF TRUST
+$10.8M
4,996,437
-2%
减持
IVV
ISHARES TR
+$10.1M
265,210
-2%
增持
AVUS
AMERICAN CENTY ETF TR
+$9.8M
1,032,578
+2%
减持
DFAU
DIMENSIONAL ETF TRUST
+$9.5M
3,418,262
-1%
增持
DFSV
DIMENSIONAL ETF TRUST
+$8.5M
2,539,420
+3%
减持
IEMG
ISHARES INC
+$8.0M
1,439,076
-1%
减持
LOW
LOWES COS INC
+$7.7M
277,792
-1%
增持
DIHP
DIMENSIONAL ETF TRUST
+$7.6M
1,457,970
+17%
减持
IJS
ISHARES TR
+$7.2M
829,674
-2%
减持
IVW
ISHARES TR
+$6.9M
714,830
-1%
减持
DFIV
DIMENSIONAL ETF TRUST
+$6.9M
2,486,895
-1%
增持
ORCL
ORACLE CORP
+$6.6M
101,190
+1%
减持
JNJ
JOHNSON & JOHNSON
+$6.6M
221,888
-2%
减持
IUSV
ISHARES TR
+$6.5M
1,259,557
-0%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$6.3M
1,710,287
-2%
减持
GOOGL
ALPHABET INC
+$6.1M
97,214
-2%
减持
BLK
BLACKROCK INC
+$5.9M
57,945
-1%
增持
SPY
SPDR S&P 500 ETF TR
+$5.9M
96,429
+2%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$5.6M
492,733
+0%
减持
NVO
NOVO-NORDISK A S
-$5.3M
359,087
-2%
减持
DFUS
DIMENSIONAL ETF TRUST
+$5.3M
1,188,307
-1%
减持
MSFT
MICROSOFT CORP
+$5.2M
395,160
-1%
清仓
MSCI
MSCI INC
-$5.0M
0
-100%
减持
WSM
WILLIAMS SONOMA INC
+$4.7M
193,743
-5%
减持
JPM
JPMORGAN CHASE & CO.
+$4.4M
222,193
-2%
减持
VBR
VANGUARD INDEX FDS
+$4.2M
358,443
-1%
减持
DFUV
DIMENSIONAL ETF TRUST
+$4.0M
2,241,492
-1%
减持
EA
ELECTRONIC ARTS INC
+$3.9M
118,505
-5%
减持
IWD
ISHARES TR
+$3.5M
443,946
-1%
清仓
KDP
KEURIG DR PEPPER INC
-$3.5M
0
-100%
减持
ABBV
ABBVIE INC
+$3.4M
75,468
-1%
建仓
JKHY
HENRY JACK & ASSOC INC
+$3.3M
22,143
减持
EFV
ISHARES TR
+$3.3M
1,739,034
-4%
减持
NVDA
NVIDIA CORPORATION
+$3.3M
124,216
-1%
减持
IUSG
ISHARES TR
+$3.0M
365,243
-4%
减持
UPS
UNITED PARCEL SERVICE INC
-$2.9M
116,921
-7%
减持
VTI
VANGUARD INDEX FDS
+$2.9M
173,033
-2%
减持
IWM
ISHARES TR
+$2.8M
167,034
-4%
减持
HD
HOME DEPOT INC
+$2.7M
82,212
-1%
减持
FTNT
FORTINET INC
-$2.6M
99,258
-4%
减持
SCHG
SCHWAB STRATEGIC TR
+$2.5M
981,963
-0%
减持
LRCX
LAM RESEARCH CORP
+$2.5M
79,625
-4%
减持
V
VISA INC
-$2.4M
131,107
-1%
减持
ELV
ELEVANCE HEALTH INC FORMERLY
-$2.4M
34,735
-1%
减持
DFAT
DIMENSIONAL ETF TRUST
+$2.4M
777,675
-2%
减持
SCZ
ISHARES TR
+$2.3M
990,947
-2%
减持
CSCO
CISCO SYS INC
-$2.2M
794,002
-3%
增持
VOO
VANGUARD INDEX FDS
+$2.2M
28,978
+6%
减持
SCHX
SCHWAB STRATEGIC TR
+$2.2M
1,525,042
-2%
减持
—
INTERPUBLIC GROUP COS INC
+$2.2M
797,401
-3%
减持
IWN
ISHARES TR
+$2.1M
135,792
-2%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$2.0M
22
+10%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$1.9M
96,220
-2%
减持
CL
COLGATE PALMOLIVE CO
-$1.8M
100,420
-7%
增持
IWB
ISHARES TR
+$1.8M
68,373
+0%
减持
—
ASML HOLDING N V
+$1.8M
11,128
-1%
减持
TSLA
TESLA INC
+$1.8M
14,511
-2%
减持
PNC
PNC FINL SVCS GROUP INC
+$1.7M
152,587
-2%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.7M
19,957
+43%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$1.7M
21,853
-5%
减持
IJH
ISHARES TR
+$1.7M
820,678
-2%
减持
VB
VANGUARD INDEX FDS
+$1.7M
110,522
-1%
减持
DOV
DOVER CORP
-$1.6M
91,385
-1%
减持
DFAS
DIMENSIONAL ETF TRUST
+$1.6M
532,668
-3%
增持
PEP
PEPSICO INC
+$1.6M
151,155
+1%
减持
PG
PROCTER AND GAMBLE CO
-$1.5M
145,597
-3%
减持
LLY
ELI LILLY & CO
-$1.4M
48,869
-2%
减持
SYK
STRYKER CORPORATION
-$1.4M
44,003
-2%
减持
SBUX
STARBUCKS CORP
-$1.4M
145,078
-3%
增持
REET
ISHARES TR
+$1.4M
1,195,212
+1%
减持
DISV
DIMENSIONAL ETF TRUST
+$1.4M
553,384
-1%
减持
TGT
TARGET CORP
-$1.3M
124,105
-2%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$1.3M
55,141
-5%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.3M
97,112
-1%
减持
DIS
DISNEY WALT CO
-$1.2M
97,111
-3%
减持
AVDE
AMERICAN CENTY ETF TR
+$1.2M
392,739
-3%
建仓
FBND
FIDELITY MERRIMACK STR TR
+$1.2M
25,289
减持
DFAE
DIMENSIONAL ETF TRUST
+$1.2M
639,041
-3%
减持
AMZN
AMAZON COM INC
-$1.2M
242,300
-2%
增持
IQV
IQVIA HLDGS INC
+$1.1M
14,314
+42%
增持
AMAT
APPLIED MATLS INC
+$1.1M
42,504
+3%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$1.1M
930,653
-2%
减持
MGC
VANGUARD WORLD FD
+$1.1M
68,540
-2%
减持
CWB
SPDR SERIES TRUST
+$1.0M
143,112
-1%
减持
LMT
LOCKHEED MARTIN CORP
+$1.0M
32,071
-1%
减持
JPUS
J P MORGAN EXCHANGE TRADED F
+$1.0M
272,402
-2%
减持
ADBE
ADOBE INC
-$997.5K
20,725
-3%
减持
AVEM
AMERICAN CENTY ETF TR
+$993.9K
178,470
-1%
减持
CMCSA
COMCAST CORP NEW
-$981.9K
141,899
-7%
增持
WMG
WARNER MUSIC GROUP CORP
+$980.8K
110,592
+8%
增持
GLD
SPDR GOLD TR
+$960.6K
17,626
+1%
增持
CRM
SALESFORCE INC
-$956.0K
27,720
+0%
减持
ALGN
ALIGN TECHNOLOGY INC
-$943.4K
13,109
-4%
增持
NOC
NORTHROP GRUMMAN CORP
+$924.6K
8,058
+1%
增持
SYY
SYSCO CORP
+$911.5K
114,279
+2%
减持
ESML
ISHARES TR
+$893.2K
279,663
-1%
增持
SNOW
SNOWFLAKE INC
+$875.6K
6,396
+152%
减持
WMT
WALMART INC
+$860.9K
201,490
-1%
减持
PYPL
PAYPAL HLDGS INC
-$820.8K
76,210
-5%
减持
FLOT
ISHARES TR
-$815.7K
413,176
-4%
增持
J
JACOBS SOLUTIONS INC
+$804.1K
39,708
+1%
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$795.6K
7,380
减持
IVE
ISHARES TR
+$792.0K
76,738
-0%
减持
—
UNILEVER PLC
-$789.8K
215,379
-3%
减持
VGT
VANGUARD WORLD FD
+$780.2K
9,617
-0%
减持
SLYV
SPDR SERIES TRUST
+$762.4K
93,943
-1%
增持
VXUS
VANGUARD STAR FDS
+$755.9K
49,790
+19%
减持
VOE
VANGUARD INDEX FDS
+$755.7K
83,670
-1%
增持
ESGE
ISHARES INC
+$749.5K
150,624
+2%
减持
EFA
ISHARES TR
+$748.4K
548,621
-3%
减持
EMR
EMERSON ELEC CO
-$746.8K
204,576
-1%
增持
DFAI
DIMENSIONAL ETF TRUST
+$716.8K
395,741
+0%
减持
QQQ
INVESCO QQQ TR
+$709.0K
15,131
-0%
增持
INTC
INTEL CORP
+$708.3K
47,799
+20%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$696.1K
5,052
+17%
增持
MCD
MCDONALDS CORP
+$694.8K
32,628
+3%
增持
VTEB
VANGUARD MUN BD FDS
+$690.7K
640,570
+0%
增持
VYM
VANGUARD WHITEHALL FDS
+$689.4K
54,342
+4%
减持
SHY
ISHARES TR
-$689.4K
11,724
-42%
减持
GLW
CORNING INC
+$684.5K
23,395
-0%
增持
KO
COCA COLA CO
-$678.3K
178,813
+1%
减持
RTX
RTX CORPORATION
+$669.5K
53,535
-6%
减持
PPG
PPG INDS INC
-$635.8K
3,293
-62%
减持
SEIC
SEI INVTS CO
-$629.4K
72,772
-4%
增持
ESGU
ISHARES TR
+$617.8K
57,023
+0%
增持
ITOT
ISHARES TR
+$616.4K
56,587
+0%
建仓
PANW
PALO ALTO NETWORKS INC
+$616.0K
3,025
减持
OTIS
OTIS WORLDWIDE CORP
-$606.0K
69,710
-1%
减持
CAT
CATERPILLAR INC
+$599.1K
6,911
-1%
减持
VSS
VANGUARD INTL EQUITY INDEX F
+$596.9K
83,657
-1%
减持
IAU
ISHARES GOLD TR
+$572.5K
62,091
-2%
增持
BND
VANGUARD BD INDEX FDS
+$571.7K
211,634
+3%
增持
IBTH
ISHARES TR
+$563.3K
63,942
+64%
增持
IBTG
ISHARES TR
+$562.0K
52,910
+86%
增持
BSV
VANGUARD BD INDEX FDS
+$561.9K
233,409
+3%
增持
OKLO
OKLO INC
+$558.7K
8,894
+15%
增持
SPYM
SPDR SERIES TRUST
+$548.0K
70,950
+3%
