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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 8
增持 38
减持 97
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
GOOG
ALPHABET INC
+$26.1M
367,894
+0%
清仓
—
INTERPUBLIC GROUP COS INC
-$22.3M
0
-100%
减持
EA
ELECTRONIC ARTS INC
-$21.2M
13,125
-89%
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。
建仓
OMC
OMNICOM GROUP INC
+$20.4M
252,160
增持
AVDV
AMERICAN CENTY ETF TR
+$19.4M
2,079,518
+5%
减持
MSFT
MICROSOFT CORP
-$17.2M
387,674
-2%
减持
LLY
ELI LILLY & CO
+$14.4M
48,104
-2%
减持
IWD
ISHARES TR
-$13.7M
364,779
-18%
清仓
—
UNILEVER PLC
-$12.8M
0
-100%
增持
STIP
ISHARES TR
+$12.5M
2,279,268
+7%
建仓
UL
UNILEVER PLC
+$12.1M
185,328
减持
EFV
ISHARES TR
-$11.2M
1,494,583
-14%
减持
ORCL
ORACLE CORP
-$9.0M
99,852
-1%
减持
AAPL
APPLE INC
+$8.7M
813,044
-2%
增持
VTV
VANGUARD INDEX FDS
+$7.9M
1,703,688
+0%
减持
IJS
ISHARES TR
-$7.7M
739,155
-11%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$7.6M
5,505,632
-2%
增持
GOOGL
ALPHABET INC
+$7.2M
98,563
+1%
增持
DIHP
DIMENSIONAL ETF TRUST
+$7.1M
1,622,821
+11%
增持
DFSV
DIMENSIONAL ETF TRUST
+$6.6M
2,660,446
+5%
减持
BLK
BLACKROCK INC
-$6.5M
57,075
-2%
建仓
AKRE
PROFESIONALLY MANAGED PORTFO
+$6.0M
91,122
减持
IVW
ISHARES TR
-$5.3M
656,924
-8%
减持
HD
HOME DEPOT INC
-$5.1M
81,905
-0%
减持
SCZ
ISHARES TR
-$5.0M
916,255
-8%
减持
WSM
WILLIAMS SONOMA INC
-$4.9M
184,739
-5%
增持
HYMB
SPDR SERIES TRUST
+$4.5M
236,944
+332%
减持
IEFA
ISHARES TR
+$4.5M
3,503,868
-1%
减持
CSCO
CISCO SYS INC
+$4.5M
763,792
-4%
减持
AVGO
BROADCOM INC
-$4.4M
338,721
-8%
减持
JNJ
JOHNSON & JOHNSON
+$4.4M
220,166
-1%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$4.3M
256,958
-3%
减持
AMGN
AMGEN INC
+$4.0M
102,431
-2%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$3.7M
95,263
-1%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$3.6M
1,550,778
-3%
减持
IUSV
ISHARES TR
-$3.5M
1,193,892
-5%
减持
LOW
LOWES COS INC
-$3.1M
276,580
-0%
减持
IEMG
ISHARES INC
-$3.0M
1,366,297
-5%
减持
LRCX
LAM RESEARCH CORP
+$2.5M
77,175
-3%
减持
NVO
NOVO-NORDISK A S
-$2.5M
342,482
-5%
减持
AMZN
AMAZON COM INC
+$2.5M
241,287
-0%
减持
DOV
DOVER CORP
+$2.4M
90,629
-1%
减持
NVDA
NVIDIA CORPORATION
-$2.4M
111,193
-10%
减持
IJR
ISHARES TR
-$2.4M
1,410,349
-2%
减持
DFUV
DIMENSIONAL ETF TRUST
+$2.1M
2,194,706
-2%
减持
AMAT
APPLIED MATLS INC
+$2.0M
41,572
-2%
减持
VBK
VANGUARD INDEX FDS
-$1.9M
51,135
-12%
减持
PG
PROCTER AND GAMBLE CO
-$1.9M
142,685
-2%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$1.9M
1,688,228
-1%
减持
DFAU
DIMENSIONAL ETF TRUST
-$1.9M
3,302,400
-3%
增持
REET
ISHARES TR
+$1.9M
1,299,166
+9%
增持
BND
VANGUARD BD INDEX FDS
+$1.9M
237,546
+12%
减持
DFUS
DIMENSIONAL ETF TRUST
-$1.8M
1,136,110
-4%
减持
IUSG
ISHARES TR
-$1.8M
347,160
-5%
减持
WMT
WALMART INC
+$1.6M
201,153
-0%
增持
SPY
SPDR S&P 500 ETF TR
+$1.6M
96,613
+0%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$1.6M
913,153
-2%
减持
MDLZ
MONDELEZ INTL INC
-$1.6M
77,084
-16%
增持
VXUS
VANGUARD STAR FDS
+$1.6M
69,207
+39%
减持
REGN
REGENERON PHARMACEUTICALS
+$1.4M
6,759
-2%
减持
FLOT
ISHARES TR
-$1.3M
388,938
-6%
减持
FDX
FEDEX CORP
+$1.3M
29,617
-4%
减持
VBR
VANGUARD INDEX FDS
-$1.2M
347,369
-3%
减持
CMCSA
COMCAST CORP NEW
-$1.2M
107,911
-24%
增持
INTC
INTEL CORP
+$1.2M
74,966
+57%
增持
IQV
IQVIA HLDGS INC
+$1.1M
17,162
+20%
减持
ABT
ABBOTT LABS
-$1.1M
105,304
-2%
减持
AVUS
AMERICAN CENTY ETF TR
-$1.1M
994,213
-4%
清仓
QUAL
ISHARES TR
-$1.1M
0
-100%
增持
BSV
VANGUARD BD INDEX FDS
+$1.1M
247,525
+6%
减持
SYK
STRYKER CORPORATION
-$1.1M
43,187
-2%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$1.1M
21,275
-3%
减持
PYPL
PAYPAL HLDGS INC
-$1.1M
69,323
-9%
减持
ZTS
ZOETIS INC
-$1.1M
28,926
-10%
减持
—
ASML HOLDING N V
+$1.1M
11,059
-1%
减持
SNOW
SNOWFLAKE INC
-$1.1M
1,756
-73%
减持
TD
TORONTO DOMINION BK ONT
+$1.0M
107,623
-5%
增持
MRK
MERCK & CO INC
+$1.0M
44,115
+3%
减持
VO
VANGUARD INDEX FDS
-$1.0M
69,147
-4%
增持
JKHY
HENRY JACK & ASSOC INC
+$1.0M
23,599
+7%
减持
DFAT
DIMENSIONAL ETF TRUST
-$1.0M
743,398
-4%
减持
V
VISA INC
+$1.0M
130,484
-0%
清仓
OKLO
OKLO INC
-$992.8K
0
-100%
增持
MUB
ISHARES TR
+$981.3K
215,092
+4%
减持
JPUS
J P MORGAN EXCHANGE TRADED F
-$962.1K
264,562
-3%
增持
RIO
RIO TINTO PLC
+$939.8K
60,355
+2%
建仓
Q
QNITY ELECTRONICS INC
+$937.6K
11,483
减持
DFIV
DIMENSIONAL ETF TRUST
-$935.5K
2,279,761
-8%
减持
DFGP
DIMENSIONAL ETF TRUST
-$934.2K
187,890
-6%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$913.6K
51,720
-6%
减持
DFAI
DIMENSIONAL ETF TRUST
-$913.0K
353,507
-11%
减持
PNC
PNC FINL SVCS GROUP INC
+$898.3K
151,188
-1%
增持
—
DUPONT DE NEMOURS INC
-$887.9K
23,672
+0%
增持
DFAX
DIMENSIONAL ETF TRUST
+$880.7K
480,925
+2%
建仓
QUBT
QUANTUM COMPUTING INC
+$879.5K
85,726
增持
RTX
RTX CORPORATION
+$875.3K
53,617
+0%
减持
IJH
ISHARES TR
-$873.6K
798,240
-3%
减持
BIV
VANGUARD BD INDEX FDS
-$871.5K
451,853
-2%
减持
MTUM
ISHARES TR
-$848.7K
4,109
-44%
减持
UPS
UNITED PARCEL SERVICE INC
+$847.8K
107,010
-8%
减持
DFCF
DIMENSIONAL ETF TRUST
-$806.4K
207,709
-8%
增持
SUB
ISHARES TR
+$789.5K
252,622
+3%
减持
AVDE
AMERICAN CENTY ETF TR
+$785.5K
385,965
-2%
减持
DFAC
DIMENSIONAL ETF TRUST
-$776.2K
4,848,102
-3%
减持
COST
COSTCO WHSL CORP NEW
-$761.3K
6,394
-6%
增持
CAT
CATERPILLAR INC
+$755.9K
7,076
+2%
增持
APD
AIR PRODS & CHEMS INC
+$755.2K
9,306
+64%
增持
SYY
SYSCO CORP
-$745.9K
117,571
+3%
减持
IQLT
ISHARES TR
-$735.7K
6,119
-73%
减持
J
JACOBS SOLUTIONS INC
-$728.5K
39,424
-1%
建仓
ONEQ
FIDELITY COMWLTH TR
+$728.5K
7,970
减持
TFC
TRUIST FINL CORP
+$723.2K
236,164
-1%
清仓
SNPS
SYNOPSYS INC
-$719.9K
0
-100%
减持
VUG
VANGUARD INDEX FDS
-$710.1K
1,196,788
-2%
增持
IAU
ISHARES GOLD TR
+$679.1K
64,032
+3%
增持
—
EXXON MOBIL CORP
+$669.8K
72,695
+1%
减持
EFA
ISHARES TR
+$664.6K
540,345
-2%
减持
JPM
JPMORGAN CHASE & CO.
-$660.5K
215,461
-3%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$659.6K
22,564
+6%
减持
VNQ
VANGUARD INDEX FDS
-$641.9K
114,317
-3%
清仓
—
ISHARES TR
-$641.3K
0
-100%
减持
OTIS
OTIS WORLDWIDE CORP
-$638.6K
65,656
-6%
减持
ABBV
ABBVIE INC
-$637.7K
73,685
-2%
建仓
—
MAGNUM ICE CREAM CO NV
+$636.5K
40,159
减持
SCHP
SCHWAB STRATEGIC TR
-$629.6K
750,864
-1%
减持
GLD
SPDR GOLD TR
+$613.6K
17,358
-2%
建仓
—
TOTALENERGIES SE
+$609.2K
9,313
增持
ALGN
ALIGN TECHNOLOGY INC
+$606.1K
14,394
+10%
减持
VONG
VANGUARD SCOTTSDALE FDS
+$596.3K
492,572
-0%
增持
SCHF
SCHWAB STRATEGIC TR
+$582.2K
292,678
+6%
减持
IGV
ISHARES TR
-$576.2K
4,089
-53%
增持
MMM
3M CO
+$570.2K
11,393
+41%
增持
—
ACCENTURE PLC IRELAND
+$562.7K
8,222
+23%
清仓
—
TOTALENERGIES SE
-$558.9K
0
-100%
增持
MBB
ISHARES TR
+$558.1K
293,530
+2%
增持
ESML
ISHARES TR
+$555.7K
286,275
+2%
增持
MU
MICRON TECHNOLOGY INC
+$554.6K
4,514
+3%
减持
FTNT
FORTINET INC
-$553.0K
98,132
-1%
减持
PAYC
PAYCOM SOFTWARE INC
-$550.8K
8,557
-7%
增持
DUK
DUKE ENERGY CORP NEW
+$544.4K
28,214
+26%
减持
SBUX
STARBUCKS CORP
-$536.2K
139,383
-4%
增持
META
META PLATFORMS INC
-$534.0K
11,128
+4%
减持
IWF
ISHARES TR
-$533.9K
270,362
-1%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$515.5K
15,135
-22%
减持
ADBE
ADOBE INC
-$515.4K
19,416
-6%
减持
VTI
VANGUARD INDEX FDS
+$509.0K
170,887
-1%
减持
AXP
AMERICAN EXPRESS CO
+$507.5K
18,680
-3%
减持
UNH
UNITEDHEALTH GROUP INC
-$497.0K
12,334
-7%
减持
CL
COLGATE PALMOLIVE CO
-$477.4K
95,548
-5%
减持
GPN
GLOBAL PMTS INC
-$477.3K
39,915
-7%
