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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 1
增持 27
减持 113
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP
-$47.7M
377,588
-3%
增持
VUG
VANGUARD INDEX FDS
-$41.6M
1,241,457
+4%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$29.6M
39,576
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。
-59%
减持
AAPL
APPLE INC
-$25.8M
769,372
-5%
增持
AVDV
AMERICAN CENTY ETF TR
+$23.1M
2,188,303
+5%
增持
VTV
VANGUARD INDEX FDS
+$21.6M
1,768,345
+4%
减持
GOOG
ALPHABET INC
-$19.7M
333,660
-9%
增持
STIP
ISHARES TR
+$19.3M
2,442,854
+7%
减持
AVGO
BROADCOM INC
-$19.1M
316,938
-6%
减持
IVV
ISHARES TR
-$17.7M
243,877
-6%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$13.0M
5
-77%
清仓
—
AVADEL PHARMACEUTICALS PLC
-$12.0M
0
-100%
增持
IWF
ISHARES TR
-$12.0M
272,057
+1%
增持
DFSV
DIMENSIONAL ETF TRUST
+$9.3M
2,763,501
+4%
减持
DFAU
DIMENSIONAL ETF TRUST
-$9.2M
3,221,110
-2%
减持
IVW
ISHARES TR
-$9.0M
636,384
-3%
增持
DIHP
DIMENSIONAL ETF TRUST
+$8.1M
1,847,391
+14%
减持
LLY
ELI LILLY & CO
-$8.1M
47,436
-1%
减持
EFV
ISHARES TR
-$7.5M
1,335,086
-11%
减持
BLK
BLACKROCK INC
-$7.4M
55,861
-2%
减持
JPM
JPMORGAN CHASE & CO
-$7.0M
212,075
-2%
减持
V
VISA INC
-$7.0M
128,154
-2%
减持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$7.0M
251,807
-2%
减持
DFUS
DIMENSIONAL ETF TRUST
-$7.0M
1,089,484
-4%
减持
JNJ
JOHNSON & JOHNSON
+$6.3M
212,103
-4%
减持
AMZN
AMAZON COM INC
-$6.1M
238,036
-1%
减持
LOW
LOWES COS INC
-$6.0M
256,765
-7%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$6.0M
1,612,753
+4%
增持
IEF
ISHARES TR
+$5.9M
105,986
+143%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$5.9M
91,543
-4%
增持
IEFA
ISHARES TR
+$5.8M
3,526,617
+1%
减持
HD
HOME DEPOT INC
-$5.7M
68,248
-17%
减持
IJR
ISHARES TR
+$5.6M
1,408,253
-0%
减持
NVO
NOVO-NORDISK A S
-$5.2M
331,601
-3%
增持
VONG
VANGUARD SCOTTSDALE FDS
-$5.2M
499,341
+1%
减持
ORCL
ORACLE CORP
-$5.1M
97,741
-2%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$4.6M
860,315
-6%
减持
GOOGL
ALPHABET INC
-$4.4M
91,839
-7%
减持
SCHG
SCHWAB STRATEGIC TR
-$4.3M
932,102
-3%
减持
DFAC
DIMENSIONAL ETF TRUST
-$4.2M
4,831,430
-0%
减持
DFIV
DIMENSIONAL ETF TRUST
+$4.2M
2,233,998
-2%
增持
—
EXXON MOBIL CORP
+$4.1M
75,438
+4%
减持
HBAN
HUNTINGTON BANCSHARES INC
-$3.9M
73,045
-75%
增持
IUSG
ISHARES TR
-$3.7M
352,325
+1%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$3.6M
95,753
-1%
减持
LMT
LOCKHEED MARTIN CORP
+$3.4M
31,637
-2%
减持
DFUV
DIMENSIONAL ETF TRUST
+$3.4M
2,179,811
-1%
减持
SCHX
SCHWAB STRATEGIC TR
-$3.2M
1,446,603
-3%
增持
AVUS
AMERICAN CENTY ETF TR
+$3.1M
1,027,703
+3%
减持
BIV
VANGUARD BD INDEX FDS
-$2.9M
418,748
-7%
减持
AMAT
APPLIED MATLS INC
+$2.8M
39,328
-5%
减持
VBK
VANGUARD INDEX FDS
-$2.6M
42,528
-17%
减持
CRM
SALESFORCE INC
-$2.5M
23,419
-10%
减持
IEMG
ISHARES INC
+$2.5M
1,353,141
-1%
减持
ABT
ABBOTT LABORATORIES
-$2.5M
103,865
-1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$2.5M
1,632,519
-3%
减持
ADBE
ADOBE INC
-$2.4M
17,919
-8%
减持
SPDW
SPDR INDEX SHS FDS
-$2.4M
199,721
-23%
增持
SUB
ISHARES TR
+$2.4M
275,400
+9%
增持
VTI
VANGUARD INDEX FDS
-$2.3M
171,405
+0%
增持
REET
ISHARES TR
+$2.3M
1,379,901
+6%
增持
PEP
PEPSICO INC
+$2.2M
152,360
+2%
减持
DIS
DISNEY WALT CO
-$2.2M
90,305
-5%
减持
TGT
TARGET CORP
+$2.1M
112,069
-5%
减持
UL
UNILEVER PLC
-$2.1M
176,542
-5%
清仓
TYD
DIREXION SHS ETF TR
-$2.1M
0
-100%
减持
OMC
OMNICOM GROUP INC
-$2.0M
243,456
-3%
减持
ELV
ELEVANCE HEALTH INC FORMERLY
-$2.0M
30,583
-2%
减持
—
ASML HLDG NV
+$2.0M
10,489
-5%
减持
MA
MASTERCARD INCORPORATED
-$2.0M
10,928
-16%
增持
CVX
CHEVRON CORPORATION
+$1.9M
32,212
+3%
增持
NEE
NEXTERA ENERGY INC
+$1.8M
57,041
+30%
减持
NVDA
NVIDIA CORPORATION
-$1.8M
108,737
-2%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$1.8M
191,796
+24%
减持
WMT
WALMART INC
+$1.7M
194,397
-3%
减持
LRCX
LAM RESEARCH CORP
+$1.7M
70,011
-9%
减持
TSLA
TESLA INC
-$1.7M
12,312
-12%
减持
FDX
FEDEX CORP
+$1.7M
28,830
-3%
建仓
RH
RH
+$1.7M
12,020
减持
UNH
UNITEDHEALTH GROUP INC
-$1.7M
8,917
-28%
减持
VO
VANGUARD INDEX FDS
-$1.6M
64,293
-7%
减持
META
META PLATFORMS INC
-$1.6M
10,064
-10%
减持
DFAT
DIMENSIONAL ETF TRUST
+$1.6M
733,725
-1%
减持
UPS
UNITED PARCEL SVCS INC
-$1.5M
92,401
-14%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$1.5M
21,350
-5%
减持
VGT
VANGUARD WORLD FD
-$1.5M
8,170
-14%
减持
SCHH
SCHWAB STRATEGIC TR
-$1.5M
16,477
-81%
增持
KO
COCA COLA CO
+$1.4M
180,152
+3%
减持
IWB
ISHARES TR
-$1.4M
67,297
-1%
减持
AKRE
PROFESIONALLY MANAGED PORTFO
-$1.4M
86,775
-5%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$1.4M
5,345,932
-3%
减持
AXP
AMERICAN EXPRESS CO
-$1.3M
18,598
-0%
增持
MRK
MERCK & CO INC
+$1.3M
49,014
+11%
减持
VWOB
VANGUARD WHITEHALL FDS
-$1.2M
47,733
-27%
增持
COST
COSTCO WHOLESALE CORPORATION
+$1.2M
6,778
+6%
减持
SYK
STRYKER CORPORATION
-$1.2M
42,438
-2%
减持
SCHP
SCHWAB STRATEGIC TR
-$1.2M
701,267
-7%
减持
CSCO
CISCO SYS INC
-$1.2M
742,536
-3%
减持
TFC
TRUIST FINL CORP
-$1.2M
226,430
-4%
清仓
FBND
FIDELITY MERRIMACK STR TR
-$1.2M
0
-100%
减持
PYPL
PAYPAL HLDGS INC
-$1.1M
64,136
-7%
减持
SCHJ
SCHWAB STRATEGIC TR
-$1.1M
167,321
-21%
减持
GWX
SPDR INDEX SHS FDS
-$1.1M
107,234
-22%
减持
MDYV
SPDR SERIES TRUST
-$1.1M
37,362
-26%
减持
MGC
VANGUARD WORLD FD
-$1.1M
67,491
-1%
减持
SCHV
SCHWAB STRATEGIC TR
-$1.1M
86,666
-31%
减持
INFY
INFOSYS LTD
-$1.1M
130,671
-18%
清仓
XLRE
SELECT SECTOR SPDR TR
-$1.1M
0
-100%
减持
IQV
IQVIA HLDGS INC
-$1.1M
16,512
-4%
减持
PNC
PNC FINL SVCS GROUP INC
-$1.0M
146,656
-3%
增持
RTX
RTX CORPORATION
+$1.0M
56,301
+5%
减持
SPEM
SPDR INDEX SHS FDS
-$1.0M
25,586
-46%
减持
VTEB
VANGUARD MUN BD FDS
-$1.0M
625,727
-2%
减持
SCHW
SCHWAB CHARLES CORP
-$1.0M
144,955
-1%
减持
FLOT
ISHARES TR
-$1.0M
368,417
-5%
减持
VB
VANGUARD INDEX FDS
-$1.0M
103,322
-5%
减持
IUSV
ISHARES TR
-$1.0M
1,187,481
-1%
减持
BKNG
BOOKING HOLDINGS INC
-$990.3K
835
-1%
减持
MSI
MOTOROLA SOLUTIONS INC
-$966.8K
648
-80%
减持
STM
STMICROELECTRONICS N V
+$950.9K
144,489
-7%
减持
IWD
ISHARES TR
+$945.7K
363,520
-0%
减持
WSM
WILLIAMS SONOMA INC
-$944.9K
175,768
-5%
减持
TD
TORONTO DOMINION BK ONT
-$933.4K
98,646
-8%
减持
MDY
STATE STR SPDR S&P MIDCAP 40
-$929.5K
7,412
-19%
减持
EMR
EMERSON ELEC CO
-$928.2K
196,327
-2%
减持
GS
GOLDMAN SACHS GROUP INC
-$915.2K
3,294
-22%
清仓
QUBT
QUANTUM COMPUTING INC
-$879.5K
0
-100%
减持
CAT
CATERPILLAR INC
+$878.8K
6,962
-2%
减持
SCZ
ISHARES TR
-$871.2K
894,861
-2%
减持
ED
CONSOLIDATED EDISON INC
-$857.8K
3,471
-72%
减持
NOC
NORTHROP GRUMMAN CORP
+$855.7K
7,987
-1%
减持
HUBB
HUBBELL INC
+$845.8K
23,929
-2%
增持
DISV
DIMENSIONAL ETF TRUST
+$844.4K
525,429
+0%
清仓
PDBC
INVESCO ACTVELY MNGD ETC FD
-$844.2K
0
-100%
减持
DOV
DOVER CORP
+$838.7K
88,909
-2%
减持
AMGN
AMGEN INC
+$835.7K
97,662
-5%
减持
BSV
VANGUARD BD INDEX FDS
-$817.7K
238,360
-4%
清仓
GBIL
GOLDMAN SACHS ETF TR
-$811.9K
0
-100%
增持
APD
AIR PRODUCTS AND CHEMICALS I
+$807.7K
10,694
+15%
减持
INTU
INTUIT
-$794.7K
2,237
-16%
清仓
VNQI
VANGUARD INTL EQUITY INDEX F
-$793.7K
0
-100%
减持
QQQ
INVESCO QQQ TR
-$784.8K
13,754
-3%
减持
NTR
NUTRIEN LTD
+$781.3K
67,078
-3%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$775.9K
4,056
-15%
清仓
TDY
TELEDYNE TECHNOLOGIES INC
-$775.8K
0
-100%
减持
EA
ELECTRONIC ARTS INC
-$766.1K
9,397
-28%
减持
VTIP
VANGUARD MALVERN FDS
-$732.7K
38,020
-29%
减持
SBUX
STARBUCKS CORP
+$726.2K
139,119
-0%
减持
PM
PHILIP MORRIS INTL INC
-$721.5K
19,089
-21%
减持
AGG
ISHARES TR
-$714.7K
185,501
-3%
