Modera Wealth Management, LLC
WESTWOOD NJ · SEC CIK 0001542143
$83.45亿2026Q1 申报市值
635持仓数
35.1%前十大占比 · 第一大 6.5%
38 / 41新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VUG 加仓+$1,951.10万
STIP 加仓+$1,691.97万
VIG 加仓+$1,332.83万
VTV 加仓+$1,268.57万
AVDV 加仓+$1,086.33万
2026Q1 卖出最多 按季末市值估算
BRK/B 减仓-$2,730.03万
BRK/A 减仓-$1,220.84万
AVADEL PHARMACEU 清仓-$1,204.58万
EFV 减仓-$1,185.86万
AAPL 减仓-$1,108.35万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| EWA | ISHARES INC | $23.57万 | 0.00% | 8,490 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $23.65万 | 0.00% | 744 | -12 | -1.6% | -$3,815 | 减仓 |
| WMB | WILLIAMS COS INC | $23.95万 | 0.00% | 3,291 | 3,291 | — | $23.95万 | 新建仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $23.99万 | 0.00% | 2,259 | 214 | 10.5% | $2.27万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $24.04万 | 0.00% | 2,667 | -16 | -0.6% | -$1,442 | 减仓 |
| NYF | ISHARES TR | $24.21万 | 0.00% | 4,557 | 4,557 | — | $24.21万 | 新建仓 |
| GSK | GSK PLC | $24.23万 | 0.00% | 4,390 | 140 | 3.3% | $7,727 | 加仓 |
| BCS | BARCLAYS PLC | $24.27万 | 0.00% | 11,469 | -139 | -1.2% | -$2,941 | 减仓 |
| LTPZ | PIMCO ETF TR | $24.27万 | 0.00% | 4,757 | 0 | 0.0% | — | 不变 |
| TOL | TOLL BROTHERS INC | $24.32万 | 0.00% | 1,782 | -215 | -10.8% | -$2.93万 | 减仓 |
| — | WISDOMTREE TR | $24.36万 | 0.00% | 5,605 | 0 | 0.0% | — | 不变 |
| CASY | CASEYS GEN STORES INC | $24.67万 | 0.00% | 339 | 339 | — | $24.67万 | 新建仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $24.72万 | 0.00% | 3,697 | 0 | 0.0% | — | 不变 |
| YOU | CLEAR SECURE INC | $24.73万 | 0.00% | 5,108 | 5,108 | — | $24.73万 | 新建仓 |
| MDT | MEDTRONIC PLC | $24.76万 | 0.00% | 2,857 | 264 | 10.2% | $2.29万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $24.76万 | 0.00% | 8,234 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HLDGS INC | $25.00万 | 0.00% | 5,125 | 575 | 12.6% | $2.80万 | 加仓 |
| ORI | OLD REP INTL CORP | $25.07万 | 0.00% | 6,282 | 6,282 | — | $25.07万 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $25.09万 | 0.00% | 1,454 | -65 | -4.3% | -$1.12万 | 减仓 |
| BN | BROOKFIELD CORP | $25.26万 | 0.00% | 6,242 | -346 | -5.3% | -$1.40万 | 减仓 |
| AMX | AMERICA MOVIL SAB DE CV | $25.28万 | 0.00% | 9,920 | 9,920 | — | $25.28万 | 新建仓 |
| CAH | CARDINAL HEALTH INC | $25.65万 | 0.00% | 1,214 | -7 | -0.6% | -$1,479 | 减仓 |
| IQLT | ISHARES TR | $25.67万 | 0.00% | 5,552 | -567 | -9.3% | -$2.62万 | 减仓 |
| NET | CLOUDFLARE INC | $25.67万 | 0.00% | 1,244 | 1,244 | — | $25.67万 | 新建仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $25.71万 | 0.00% | 5,681 | -68 | -1.2% | -$3,078 | 减仓 |
| EFX | EQUIFAX INC | $26.01万 | 0.00% | 1,444 | 168 | 13.2% | $3.03万 | 加仓 |
| GM | GENERAL MTRS CO | $26.02万 | 0.00% | 3,493 | -459 | -11.6% | -$3.42万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $26.54万 | 0.00% | 4,234 | 2 | 0.0% | $125 | 加仓 |
| DG | DOLLAR GEN CORP | $26.56万 | 0.00% | 2,237 | -302 | -11.9% | -$3.59万 | 减仓 |
| LEMB | ISHARES INC | $26.60万 | 0.00% | 6,520 | 0 | 0.0% | — | 不变 |
| VFMF | VANGUARD WELLINGTON FD | $26.69万 | 0.00% | 1,721 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $26.92万 | 0.00% | 3,782 | -152 | -3.9% | -$1.08万 | 减仓 |
| IGV | ISHARES TR | $27.28万 | 0.00% | 3,408 | -681 | -16.7% | -$5.45万 | 减仓 |
| ITA | ISHARES TR | $27.30万 | 0.00% | 1,248 | 25 | 2.0% | $5,468 | 加仓 |
| IYH | ISHARES TR | $27.33万 | 0.00% | 4,434 | 0 | 0.0% | — | 不变 |
| VGUS | VANGUARD INSTL INDEX FD | $27.37万 | 0.00% | 3,617 | 3,617 | — | $27.37万 | 新建仓 |
| HEFA | ISHARES TR | $27.37万 | 0.00% | 6,440 | 68 | 1.1% | $2,890 | 加仓 |
| RL | RALPH LAUREN CORP | $27.73万 | 0.00% | 806 | -223 | -21.7% | -$7.67万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $28.13万 | 0.00% | 648 | -2,608 | -80.1% | -$113.20万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $28.40万 | 0.00% | 2,606 | -24 | -0.9% | -$2,616 | 减仓 |
| BBLU | EA SERIES TRUST | $28.85万 | 0.00% | 19,546 | 0 | 0.0% | — | 不变 |
| AGI | ALAMOS GOLD INC | $28.88万 | 0.00% | 6,500 | -28 | -0.4% | -$1,244 | 减仓 |
| JBL | JABIL INC | $29.22万 | 0.00% | 1,100 | 17 | 1.6% | $4,516 | 加仓 |
| VOYG | VOYAGER TECHNOLOGIES INC | $29.27万 | 0.00% | 12,515 | 12,515 | — | $29.27万 | 新建仓 |
| FCF | FIRST COMWLTH FINL CORP PA | $29.37万 | 0.00% | 16,707 | 123 | 0.7% | $2,162 | 加仓 |
| FENY | FIDELITY COVINGTON TRUST | $29.38万 | 0.00% | 8,636 | 8,636 | — | $29.38万 | 新建仓 |
| FISV | FISERV INC | $29.41万 | 0.00% | 5,270 | 40 | 0.8% | $2,232 | 加仓 |
| TXRH | TEXAS ROADHOUSE INC | $29.59万 | 0.00% | 1,792 | -34 | -1.9% | -$5,615 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $29.83万 | 0.00% | 1,427 | -1,123 | -44.0% | -$23.47万 | 减仓 |
| EQT | EQT CORP | $30.23万 | 0.00% | 4,750 | -76 | -1.6% | -$4,837 | 减仓 |
| FREL | FIDELITY COVINGTON TRUST | $30.32万 | 0.00% | 11,267 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $30.37万 | 0.00% | 1,540 | 1,540 | — | $30.37万 | 新建仓 |
| COR | CENCORA INC | $30.59万 | 0.00% | 974 | -126 | -11.5% | -$3.96万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $30.90万 | 0.00% | 6,106 | -2,113 | -25.7% | -$10.69万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $31.08万 | 0.00% | 3,770 | 16 | 0.4% | $1,319 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $31.25万 | 0.00% | 6,727 | -1,499 | -18.2% | -$6.96万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $32.06万 | 0.00% | 2,447 | -12 | -0.5% | -$1,572 | 减仓 |
| SOXX | ISHARES TR | $32.18万 | 0.00% | 979 | -40 | -3.9% | -$1.31万 | 减仓 |
| GDXJ | VANECK ETF TRUST | $32.40万 | 0.00% | 2,699 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO | $32.41万 | 0.00% | 1,496 | -53 | -3.4% | -$1.15万 | 减仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $32.50万 | 0.00% | 8,844 | 0 | 0.0% | — | 不变 |
| RPM | RPM INTL INC | $32.54万 | 0.00% | 3,274 | -484 | -12.9% | -$4.81万 | 减仓 |
| FVCB | FVCBANKCORP INC | $32.56万 | 0.00% | 21,438 | -16,931 | -44.1% | -$25.72万 | 减仓 |
| PPL | PPL CORP | $32.75万 | 0.00% | 8,572 | -15,476 | -64.4% | -$59.12万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $32.81万 | 0.00% | 5,583 | -200 | -3.5% | -$1.18万 | 减仓 |
| IDEV | ISHARES TR | $33.09万 | 0.00% | 3,960 | -57 | -1.4% | -$4,764 | 减仓 |
| SHOP | SHOPIFY INC | $33.15万 | 0.00% | 2,795 | -1,544 | -35.6% | -$18.31万 | 减仓 |
| CLX | CLOROX CO DEL | $33.16万 | 0.00% | 3,200 | -11 | -0.3% | -$1,140 | 减仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $33.22万 | 0.00% | 4,753 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $33.58万 | 0.00% | 3,015 | 682 | 29.2% | $7.60万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $33.78万 | 0.00% | 3,501 | -75 | -2.1% | -$7,236 | 减仓 |
| ET | ENERGY TRANSFER L P | $33.85万 | 0.00% | 17,539 | 3,900 | 28.6% | $7.53万 | 加仓 |
| SNOW | SNOWFLAKE INC | $34.03万 | 0.00% | 2,256 | 500 | 28.5% | $7.54万 | 加仓 |
| SPGI | S&P GLOBAL INC | $34.43万 | 0.00% | 809 | -85 | -9.5% | -$3.62万 | 减仓 |
| HYG | ISHARES TR | $34.65万 | 0.00% | 4,355 | -254 | -5.5% | -$2.02万 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE | $34.75万 | 0.00% | 4,150 | -11 | -0.3% | -$921 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $34.83万 | 0.00% | 4,791 | -20 | -0.4% | -$1,454 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $34.87万 | 0.00% | 12,700 | -97 | -0.8% | -$2,664 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $35.41万 | 0.00% | 16,477 | -70,552 | -81.1% | -$151.62万 | 减仓 |
| NULV | NUSHARES ETF TR | $35.49万 | 0.00% | 7,799 | -370 | -4.5% | -$1.68万 | 减仓 |
| OVL | LISTED FDS TR | $35.54万 | 0.00% | 7,066 | 7,066 | — | $35.54万 | 新建仓 |
| AIQ | GLOBAL X FDS | $35.57万 | 0.00% | 7,622 | 7,622 | — | $35.57万 | 新建仓 |
| SPMB | SPDR SERIES TRUST | $35.81万 | 0.00% | 15,994 | 1,616 | 11.2% | $3.62万 | 加仓 |
| — | ISHARES TR | $35.86万 | 0.00% | 4,272 | -4,928 | -53.6% | -$41.37万 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC | $35.93万 | 0.00% | 1,757 | 77 | 4.6% | $1.57万 | 加仓 |
| RNR | RENAISSANCERE HLDGS LTD | $35.96万 | 0.00% | 1,210 | 1,210 | — | $35.96万 | 新建仓 |
| CI | THE CIGNA GROUP | $36.06万 | 0.00% | 1,352 | -209 | -13.4% | -$5.57万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $36.10万 | 0.00% | 1,935 | -232 | -10.7% | -$4.33万 | 减仓 |
| SNDK | SANDISK CORP | $36.15万 | 0.00% | 569 | 569 | — | $36.15万 | 新建仓 |
| FNDX | SCHWAB STRATEGIC TR | $36.41万 | 0.00% | 13,074 | 0 | 0.0% | — | 不变 |
| FHLC | FIDELITY COVINGTON TRUST | $36.60万 | 0.00% | 5,202 | 5,202 | — | $36.60万 | 新建仓 |
| FELV | FIDELITY COVINGTON TRUST | $37.46万 | 0.00% | 10,730 | 0 | 0.0% | — | 不变 |
| XSOE | WISDOMTREE TR | $37.65万 | 0.00% | 9,390 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC | $37.73万 | 0.00% | 1,414 | -85 | -5.7% | -$2.27万 | 减仓 |
| APH | AMPHENOL CORP | $37.82万 | 0.00% | 2,993 | 98 | 3.4% | $1.24万 | 加仓 |
| DLS | WISDOMTREE TR | $38.10万 | 0.00% | 4,674 | 1,257 | 36.8% | $10.25万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $38.19万 | 0.00% | 10,776 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $38.48万 | 0.00% | 923 | -8 | -0.9% | -$3,335 | 减仓 |
| VPU | VANGUARD WORLD FD | $38.58万 | 0.00% | 1,947 | 0 | 0.0% | — | 不变 |
| NUEM | NUSHARES ETF TR | $38.67万 | 0.00% | 10,526 | -44 | -0.4% | -$1,617 | 减仓 |