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Morton Capital Management LLC/CA 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Morton Capital Management LLC/CA
报告期 2026-03-31 · CIK 0002002628
持仓数
139
前50大市值合计
$637.9M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 115 项
建仓 11
增持 55
减持 41
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
OUNZ
VANECK MERK GOLD ETF
+$12.3M
3,671,420
-2%
增持
USFR
WISDOMTREE TR
+$9.3M
1,657,263
+12%
增持
FLXR
TCW ETF TRUST
+$6.2M
1,636,647
+11%
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
DFAX
DIMENSIONAL ETF TRUST
+$5.4M
2,284,140
+3%
增持
DFAC
DIMENSIONAL ETF TRUST
+$3.7M
1,418,804
+4%
减持
MSFT
MICROSOFT CORP
-$2.3M
38,275
-5%
增持
DCOR
DIMENSIONAL ETF TRUST
+$1.1M
139,272
+9%
减持
HAP
VANECK ETF TRUST
+$927.0K
394,182
-1%
减持
IAU
ISHARES GOLD TR
+$921.7K
162,297
-4%
减持
AAPL
APPLE INC
+$906.5K
54,853
-0%
减持
ORCL
ORACLE CORP
-$741.5K
8,233
-1%
减持
GOOGL
ALPHABET INC
+$712.3K
12,146
-4%
减持
GOOG
ALPHABET INC
+$663.2K
9,563
-0%
减持
GDX
VANECK ETF TRUST
+$427.0K
68,244
-4%
增持
IEFA
ISHARES TR
+$339.4K
26,562
+14%
建仓
BBEU
J P MORGAN EXCHANGE TRADED F
+$314.5K
4,290
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$310.0K
2,198
减持
HD
HOME DEPOT INC
-$307.7K
3,521
-6%
清仓
AEM
AGNICO EAGLE MINES LTD
-$271.2K
0
-100%
增持
AMZN
AMAZON COM INC
+$257.7K
19,509
+1%
增持
IVV
ISHARES TR
+$256.2K
2,960
+12%
增持
LLY
ELI LILLY & CO
+$248.9K
771
+1%
建仓
GRAL
GRAIL INC
+$248.4K
2,903
建仓
ARWR
ARROWHEAD PHARMACEUTICALS IN
+$247.3K
3,726
清仓
SONY
SONY GROUP CORP
-$244.3K
0
-100%
清仓
RS
RELIANCE INC
-$242.9K
0
-100%
增持
SLV
ISHARES SILVER TR
+$237.5K
8,873
+13%
清仓
AJG
GALLAGHER ARTHUR J & CO
-$236.0K
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$228.0K
16,970
-7%
清仓
—
NEW GOLD INC CDA
-$226.1K
0
-100%
增持
PG
PROCTER AND GAMBLE CO
-$223.5K
21,983
+0%
减持
IWD
ISHARES TR
-$221.4K
49,434
-5%
减持
AMGN
AMGEN INC
+$221.2K
5,983
-3%
建仓
TLT
ISHARES TR
+$221.0K
2,535
建仓
VXUS
VANGUARD STAR FDS
+$219.1K
2,904
建仓
IEMG
ISHARES INC
+$217.1K
3,230
增持
DFAU
DIMENSIONAL ETF TRUST
+$213.8K
155,679
+1%
清仓
—
ASML HOLDING N V
-$212.0K
0
-100%
建仓
DFUS
DIMENSIONAL ETF TRUST
+$210.1K
2,833
清仓
SIVR
ABRDN SILVER ETF TRUST
-$207.1K
0
-100%
建仓
GILD
GILEAD SCIENCES INC
+$204.1K
1,663
清仓
VBIL
VANGUARD INSTL INDEX FD
-$200.5K
0
-100%
减持
CSCO
CISCO SYS INC
+$185.0K
25,618
-2%
增持
MRK
MERCK & CO INC
+$170.5K
7,237
+3%
减持
EMC
GLOBAL X FDS
-$160.0K
16,348
-23%
增持
—
EXXON MOBIL CORP
+$144.0K
9,388
+7%
增持
VTI
VANGUARD INDEX FDS
+$137.6K
5,611
+6%
减持
SPY
SPDR S&P 500 ETF TR
+$133.2K
9,682
-0%
减持
COST
COSTCO WHSL CORP NEW
-$125.8K
1,126
-5%
增持
GLD
SPDR GOLD TR
+$116.4K
2,572
+1%
增持
BITB
BITWISE BITCOIN ETF TR
+$113.7K
14,947
+56%
增持
IVW
ISHARES TR
+$102.9K
12,607
+5%
增持
AVGO
BROADCOM INC
+$101.7K
4,384
+2%
增持
QQQ
INVESCO QQQ TR
+$100.6K
7,017
+0%
减持
KMI
KINDER MORGAN INC DEL
-$100.2K
36,094
-6%
增持
HON
HONEYWELL INTL INC
-$89.0K
5,931
+0%
增持
NFLX
NETFLIX INC
-$82.9K
3,323
+910%
增持
IVE
ISHARES TR
+$81.7K
3,225
+11%
减持
CVX
CHEVRON CORP NEW
-$78.4K
2,976
-13%
减持
EBAY
EBAY INC.
-$71.4K
4,555
-12%
增持
QUAL
ISHARES TR
+$71.1K
1,643
+25%
增持
META
META PLATFORMS INC
+$70.9K
3,090
+15%
减持
TXN
TEXAS INSTRS INC
-$65.7K
2,855
-7%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$64.5K
4,742
-21%
增持
RTX
RTX CORPORATION
+$62.8K
3,776
+0%
减持
DIS
DISNEY WALT CO
-$62.7K
5,142
-9%
增持
CAT
CATERPILLAR INC
+$60.8K
595
+1%
减持
BX
BLACKSTONE INC
-$59.6K
2,545
-4%
减持
DIA
SPDR DOW JONES INDL AVERAGE
+$56.7K
3,757
-0%
建仓
—
CREATIVE MEDIA & CMNTY TR
+$54.1K
14,579
减持
JPM
JPMORGAN CHASE & CO.
-$51.8K
11,373
-3%
增持
GS
GOLDMAN SACHS GROUP INC
+$49.7K
539
+1%
减持
UNP
UNION PAC CORP
-$49.6K
951
-17%
减持
ABBV
ABBVIE INC
-$44.1K
9,429
-1%
增持
V
VISA INC
+$39.4K
3,772
+0%
减持
BAC
BANK AMERICA CORP
+$38.4K
11,426
-0%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$38.1K
10,543
-6%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$37.8K
2,252
+1%
增持
NTSX
WISDOMTREE TR
+$34.7K
32,964
+0%
减持
VOO
VANGUARD INDEX FDS
-$34.2K
2,729
-4%
增持
VTV
VANGUARD INDEX FDS
+$32.5K
1,575
+9%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$30.7K
23,732
+2%
增持
VYM
VANGUARD WHITEHALL FDS
+$24.2K
9,262
+0%
减持
DFAE
DIMENSIONAL ETF TRUST
-$23.7K
24,108
-6%
减持
GNR
SPDR INDEX SHS FDS
-$22.6K
9,891
-8%
减持
PID
INVESCO EXCHANGE TRADED FD T
+$22.1K
245,244
-3%
减持
VLO
VALERO ENERGY CORP
-$21.8K
1,265
-5%
减持
JNJ
JOHNSON & JOHNSON
-$21.0K
4,734
-12%
增持
ET
ENERGY TRANSFER L P
-$19.4K
48,567
+2%
减持
UNH
UNITEDHEALTH GROUP INC
-$18.6K
654
-4%
增持
VTEB
VANGUARD MUN BD FDS
+$17.7K
8,666
+4%
增持
SCZ
ISHARES TR
+$17.5K
7,666
+2%
建仓
TELO
TELOMIR PHARMACEUTICALS INC
+$16.8K
12,658
增持
ABT
ABBOTT LABS
-$15.5K
2,137
+1%
增持
VUG
VANGUARD INDEX FDS
+$15.1K
1,487
+0%
增持
GE
GE AEROSPACE
+$14.5K
1,009
+2%
增持
QCOM
QUALCOMM INC
+$13.6K
2,076
+1%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$12.1K
23,202
-2%
增持
SCHX
SCHWAB STRATEGIC TR
+$12.0K
20,812
+0%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$10.8K
3,113
+2%
增持
OKE
ONEOK INC NEW
+$9.0K
7,502
+1%
增持
TSLA
TESLA INC
+$8.9K
1,067
+1%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$7.1K
1,360
-0%
减持
XGDVX
GABELLI DIVID & INCOME TR
+$6.0K
13,694
-1%
增持
MA
MASTERCARD INCORPORATED
+$4.7K
807
+1%
增持
IJH
ISHARES TR
+$3.7K
4,615
+0%
增持
CMF
ISHARES TR
+$3.6K
3,690
+1%
增持
VB
VANGUARD INDEX FDS
+$3.6K
799
+0%
增持
MCD
MCDONALDS CORP
+$3.5K
789
+1%
增持
BA
BOEING CO
+$2.9K
1,381
+0%
减持
DFSU
DIMENSIONAL ETF TRUST
+$2.5K
7,720
-1%
增持
PM
PHILIP MORRIS INTL INC
-$2.3K
1,881
+0%
增持
SBUX
STARBUCKS CORP
+$1.0K
2,598
+1%
增持
SGOV
ISHARES TR
-$859
2,769
+0%
增持
GBIL
GOLDMAN SACHS ETF TR
-$739
3,202
+0%
