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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 128 项
建仓 14
增持 68
减持 37
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
FLXR
TCW ETF TRUST
+$6.7M
1,820,059
+11%
增持
DFAX
DIMENSIONAL ETF TRUST
+$6.5M
2,391,645
+5%
增持
MSFT
MICROSOFT CORP
-$4.2M
38,611
+1%
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。
减持
HAP
VANECK ETF TRUST
+$3.9M
380,245
-4%
增持
DFAC
DIMENSIONAL ETF TRUST
+$2.4M
1,507,348
+6%
减持
OUNZ
VANECK MERK GOLD ETF
+$2.4M
3,433,212
-6%
增持
USFR
WISDOMTREE TR
+$1.1M
1,677,866
+1%
增持
DCOR
DIMENSIONAL ETF TRUST
+$885.8K
154,556
+11%
减持
META
META PLATFORMS INC
-$581.1K
2,550
-17%
增持
—
EXXON MOBIL CORP
+$577.5K
10,063
+7%
建仓
NEE
NEXTERA ENERGY INC
+$552.3K
5,946
减持
DFAU
DIMENSIONAL ETF TRUST
-$551.4K
149,254
-4%
减持
GOOG
ALPHABET INC
-$548.3K
8,550
-11%
增持
LLY
ELI LILLY & CO
+$530.1K
1,477
+92%
增持
SPY
STATE STR SPDR S&P 500 ETF T
+$518.8K
10,950
+13%
减持
JPM
JPMORGAN CHASE & CO
-$482.4K
10,818
-5%
减持
AMZN
AMAZON COM INC
-$469.9K
19,365
-1%
增持
IEFA
ISHARES TR
+$457.9K
31,306
+18%
减持
GOOGL
ALPHABET INC
-$387.1K
11,874
-2%
增持
CVX
CHEVRON CORPORATION
+$377.1K
4,015
+35%
增持
ORCL
ORACLE CORP
-$376.0K
8,353
+1%
增持
JNJ
JOHNSON & JOHNSON
+$362.4K
5,490
+16%
建仓
DE
DEERE & CO
+$328.4K
583
增持
AMGN
AMGEN INC
+$323.0K
6,483
+8%
减持
BAC
BANK AMERICA CORP
-$316.1K
6,408
-44%
清仓
GE
GE AEROSPACE
-$310.8K
0
-100%
增持
IEMG
ISHARES INC
+$291.1K
7,286
+126%
减持
IWD
ISHARES TR
-$287.9K
47,316
-4%
增持
IJH
ISHARES TR
+$280.6K
8,667
+88%
增持
GLD
SPDR GOLD TR
+$278.4K
3,016
+17%
建仓
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$256.5K
759
清仓
GRAL
GRAIL INC
-$248.4K
0
-100%
清仓
ARWR
ARROWHEAD PHARMACEUTICALS IN
-$247.3K
0
-100%
建仓
PFE
PFIZER INC
+$237.6K
8,461
建仓
MDLZ
MONDELEZ INTL INC
+$235.1K
4,078
增持
AAPL
APPLE INC
-$231.1K
57,848
+5%
建仓
CMCSA
COMCAST CORP NEW
+$227.7K
7,930
增持
KMI
KINDER MORGAN INC DEL
+$226.8K
36,357
+1%
清仓
TLT
ISHARES TR
-$221.0K
0
-100%
建仓
SCHF
SCHWAB STRATEGIC TR
+$220.1K
8,893
清仓
QQEW
FIRST TR EXCHANGE-TRADED FD
-$219.6K
0
-100%
建仓
MU
MICRON TECHNOLOGY INC
+$218.6K
647
清仓
UNH
UNITEDHEALTH GROUP INC
-$215.8K
0
-100%
减持
VTEB
VANGUARD MUN BD FDS
-$214.7K
4,432
-49%
清仓
INVH
INVITATION HOMES INC
-$211.5K
0
-100%
建仓
PYPL
PAYPAL HLDGS INC
+$206.0K
4,555
建仓
XNTK
SPDR SERIES TRUST
+$204.2K
800
建仓
XEL
XCEL ENERGY INC
+$204.1K
2,569
建仓
WMT
WALMART INC
+$201.9K
1,625
减持
IAU
ISHARES GOLD TR
+$195.4K
151,645
-7%
增持
PG
PROCTER & GAMBLE CO
+$185.3K
23,093
+5%
增持
SLV
ISHARES SILVER TR
+$181.5K
11,053
+25%
增持
RTX
RTX CORPORATION
+$180.6K
4,527
+20%
减持
HON
HONEYWELL INTL INC
+$178.5K
5,909
-0%
增持
VO
VANGUARD INDEX FDS
+$172.1K
1,896
+48%
减持
BITB
BITWISE BITCOIN ETF TR
-$169.7K
14,702
-2%
减持
GDX
VANECK ETF TRUST
-$159.9K
62,040
-9%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$154.7K
24,194
+2%
增持
ET
ENERGY TRANSFER L P
+$150.0K
49,267
+1%
增持
NFLX
NETFLIX INC.
+$146.8K
4,767
+43%
增持
CAT
CATERPILLAR INC
+$143.1K
684
+15%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$141.0K
23,056
-1%
增持
V
VISA INC
-$135.5K
3,928
+4%
增持
OKE
ONEOK INC NEW
+$132.0K
7,561
+1%
减持
IVE
ISHARES TR
-$124.6K
2,649
-18%
增持
VLO
VALERO ENERGY CORP
+$119.1K
1,315
+4%
增持
IVV
ISHARES TR
+$118.8K
3,286
+11%
增持
VYM
VANGUARD WHITEHALL FDS
+$113.2K
9,740
+5%
减持
HD
HOME DEPOT INC
-$108.6K
3,353
-5%
减持
DIS
DISNEY WALT CO
-$106.2K
4,968
-3%
减持
EBAY
EBAY INC.
-$105.3K
3,202
-30%
减持
QCOM
QUALCOMM INC
-$99.1K
1,987
-4%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$98.7K
2,345
+4%
增持
AVGO
BROADCOM INC
-$98.1K
4,585
+5%
增持
NVDA
NVIDIA CORPORATION
-$97.5K
17,588
+4%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$86.6K
5,975
+26%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$86.2K
10,714
+16%
减持
VOO
VANGUARD INDEX FDS
-$85.3K
2,721
-0%
增持
NTSX
WISDOMTREE TR
-$82.8K
33,058
+0%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$78.9K
9,026
-14%
减持
VUG
VANGUARD INDEX FDS
-$78.6K
1,481
-0%
增持
ABBV
ABBVIE INC
-$74.8K
9,562
+1%
减持
MRK
MERCK & CO INC
+$72.2K
6,933
-4%
建仓
GAB
GABELLI EQUITY TR INC
+$67.8K
12,112
增持
TXN
TEXAS INSTRS INC
+$67.4K
2,899
+2%
增持
VTI
VANGUARD INDEX FDS
+$63.4K
6,061
+8%
增持
VXUS
VANGUARD STAR FDS
+$61.2K
3,635
+25%
减持
SGOV
ISHARES TR
-$61.0K
2,155
-22%
增持
QQQ
INVESCO QQQ TR
-$60.7K
7,363
+5%
减持
SCZ
ISHARES TR
-$55.0K
6,878
-10%
减持
GNR
SPDR INDEX SHS FDS
+$54.6K
8,962
-9%
清仓
—
CREATIVE MEDIA & CMNTY TR
-$54.1K
0
-100%
增持
VB
VANGUARD INDEX FDS
+$53.0K
990
+24%
清仓
DVS
DOLLY VARDEN SILVER CORP
-$52.4K
0
-100%
增持
WM
WASTE MGMT INC DEL
+$51.0K
3,493
+2%
增持
ADI
ANALOG DEVICES INC
+$50.0K
1,064
+0%
增持
IJR
ISHARES TR
+$49.0K
2,182
+18%
增持
TSLA
TESLA INC
-$49.0K
1,159
+9%
增持
GILD
GILEAD SCIENCES INC
+$48.4K
1,812
+9%
增持
PM
PHILIP MORRIS INTL INC
+$40.0K
2,067
+10%
减持
MCD
MCDONALDS CORP
-$37.9K
654
-17%
减持
VGT
VANGUARD WORLD FD
-$36.1K
373
-5%
增持
CSCO
CISCO SYS INC
+$35.4K
25,890
+1%
减持
DFAE
DIMENSIONAL ETF TRUST
-$31.8K
22,251
-8%
减持
PID
INVESCO EXCHANGE TRADED FD T
+$29.8K
243,871
-1%
增持
CDZI
CADIZ INC
+$28.6K
24,887
+49%
增持
SCHX
SCHWAB STRATEGIC TR
-$26.3K
20,818
+0%
增持
MGK
VANGUARD WORLD FD
+$26.3K
923
+22%
增持
BBAX
J P MORGAN EXCHANGE TRADED F
+$20.5K
3,920
+4%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$19.7K
3,311
+6%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$19.4K
1,520
+12%
增持
MA
MASTERCARD INCORPORATED
-$15.4K
892
+11%
增持
SBUX
STARBUCKS CORP
+$15.1K
2,611
+1%
增持
DIA
STATE STR SPDR DOW JONES IND
+$14.4K
3,929
+5%
减持
BBEU
J P MORGAN EXCHANGE TRADED F
-$13.1K
4,162
-3%
减持
XGDVX
GABELLI DIVID & INCOME TR
-$11.6K
13,689
-0%
增持
ABT
ABBOTT LABORATORIES
-$11.2K
2,499
+17%
增持
QUAL
ISHARES TR
-$11.0K
1,644
+0%
增持
UNP
UNION PAC CORP
+$10.9K
952
+0%
增持
GS
GOLDMAN SACHS GROUP INC
+$10.6K
573
+6%
减持
COST
COSTCO WHOLESALE CORPORATION
-$10.3K
964
-14%
增持
DFSU
DIMENSIONAL ETF TRUST
-$9.7K
7,923
+3%
增持
GBIL
GOLDMAN SACHS ETF TR
+$6.5K
3,258
+2%
增持
VT
VANGUARD INTL EQUITY INDEX F
-$5.5K
2,202
+0%
减持
BBCA
J P MORGAN EXCHANGE TRADED F
-$2.6K
3,659
-2%
减持
EMC
GLOBAL X FDS
+$1.3K
16,314
-0%
增持
CMF
ISHARES TR
-$1.2K
3,708
+0%
建仓
GAB-R
GABELLI EQUITY TR INC
+$99
14,100
