Modera Wealth Management, LLC
WESTWOOD NJ · SEC CIK 0001542143
$93.72亿2026Q2 申报市值
650持仓数
35.5%前十大占比 · 第一大 7.1%
38 / 30新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VUG 加仓+$2,078.81万
AVDV 加仓+$1,788.70万
VTV 加仓+$1,357.44万
IEFA 加仓+$1,155.89万
STIP 加仓+$1,144.98万
2026Q2 卖出最多 按季末市值估算
AVGO 减仓-$1,128.98万
CSCO 减仓-$1,038.55万
AAPL 减仓-$741.63万
GOOG 减仓-$641.97万
VEA 减仓-$630.81万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $26.17万 | 0.00% | 4,089 | 307 | 8.1% | $1.97万 | 加仓 |
| AMX | AMERICA MOVIL SAB DE CV | $26.30万 | 0.00% | 10,118 | 198 | 2.0% | $5,146 | 加仓 |
| O | REALTY INCOME CORP | $26.32万 | 0.00% | 4,248 | 937 | 28.3% | $5.81万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $26.55万 | 0.00% | 6,222 | 6,222 | — | $26.55万 | 新建仓 |
| COKE | COCA COLA CONS INC | $26.68万 | 0.00% | 1,397 | 1,397 | — | $26.68万 | 新建仓 |
| IYH | ISHARES TR | $26.92万 | 0.00% | 4,018 | -416 | -9.4% | -$2.79万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $26.94万 | 0.00% | 339 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $26.95万 | 0.00% | 3,496 | 3 | 0.1% | $231 | 加仓 |
| CAH | CARDINAL HEALTH INC | $27.24万 | 0.00% | 1,147 | -67 | -5.5% | -$1.59万 | 减仓 |
| BN | BROOKFIELD CORP | $27.32万 | 0.00% | 6,415 | 173 | 2.8% | $7,368 | 加仓 |
| IGIB | ISHARES TR | $27.37万 | 0.00% | 5,147 | 1,050 | 25.6% | $5.58万 | 加仓 |
| KLAC | KLA CORP | $27.49万 | 0.00% | 911 | 911 | — | $27.49万 | 新建仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $27.57万 | 0.00% | 2,454 | 7 | 0.3% | $786 | 加仓 |
| LEMB | ISHARES INC | $27.66万 | 0.00% | 6,520 | 0 | 0.0% | — | 不变 |
| IQLT | ISHARES TR | $27.69万 | 0.00% | 5,587 | 35 | 0.6% | $1,734 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $27.71万 | 0.00% | 667 | 19 | 2.9% | $7,892 | 加仓 |
| COR | CENCORA INC | $27.73万 | 0.00% | 980 | 6 | 0.6% | $1,698 | 加仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $27.89万 | 0.00% | 2,259 | 0 | 0.0% | — | 不变 |
| GDXJ | VANECK ETF TRUST | $27.98万 | 0.00% | 2,848 | 149 | 5.5% | $1.46万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $28.33万 | 0.00% | 1,405 | -22 | -1.5% | -$4,436 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE | $29.05万 | 0.00% | 4,151 | 1 | 0.0% | $70 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $29.11万 | 0.00% | 10,918 | -1,782 | -14.0% | -$4.75万 | 减仓 |
| SPMB | SPDR SERIES TRUST | $29.12万 | 0.00% | 13,053 | -2,941 | -18.4% | -$6.56万 | 减仓 |
| NKE | NIKE INC | $29.17万 | 0.00% | 7,106 | -836 | -10.5% | -$3.43万 | 减仓 |
| PPL | PPL CORP | $29.19万 | 0.00% | 8,029 | -543 | -6.3% | -$1.97万 | 减仓 |
| TOL | TOLL BROTHERS INC | $29.36万 | 0.00% | 1,782 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES TR | $29.52万 | 0.00% | 3,258 | -150 | -4.4% | -$1.36万 | 减仓 |
| ROKU | ROKU INC | $29.63万 | 0.00% | 2,145 | 0 | 0.0% | — | 不变 |
| HUM | HUMANA INC | $30.07万 | 0.00% | 757 | -108 | -12.5% | -$4.29万 | 重新持有 |
| HEFA | ISHARES TR | $30.16万 | 0.00% | 6,428 | -12 | -0.2% | -$563 | 减仓 |
| DLS | WISDOMTREE TR | $30.17万 | 0.00% | 3,601 | -1,073 | -23.0% | -$8.99万 | 减仓 |
| DAL | DELTA AIR LINES INC | $30.23万 | 0.00% | 3,228 | 3 | 0.1% | $281 | 加仓 |
| ITA | ISHARES TR | $30.25万 | 0.00% | 1,248 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC | $30.32万 | 0.00% | 1,236 | -8 | -0.6% | -$1,963 | 减仓 |
| ADI | ANALOG DEVICES INC | $30.32万 | 0.00% | 764 | 20 | 2.7% | $7,938 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $30.33万 | 0.00% | 2,668 | 1 | 0.0% | $114 | 加仓 |
| RL | RALPH LAUREN CORP | $30.35万 | 0.00% | 756 | -50 | -6.2% | -$2.01万 | 减仓 |
| VFMF | VANGUARD WELLINGTON FD | $30.46万 | 0.00% | 1,721 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL | $30.54万 | 0.00% | 3,200 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $30.56万 | 0.00% | 2,606 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $30.85万 | 0.00% | 5,473 | -1,254 | -18.6% | -$7.07万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $30.88万 | 0.00% | 6,106 | 0 | 0.0% | — | 不变 |
| QTUM | ETF SER SOLUTIONS | $31.11万 | 0.00% | 1,881 | 33 | 1.8% | $5,457 | 重新持有 |
| DY | DYCOM INDS INC | $31.20万 | 0.00% | 617 | 0 | 0.0% | — | 不变 |
| XSOE | WISDOMTREE TR | $31.67万 | 0.00% | 6,440 | -2,950 | -31.4% | -$14.51万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $31.78万 | 0.00% | 2,515 | -306 | -10.8% | -$3.87万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $31.89万 | 0.00% | 1,389 | -107 | -7.2% | -$2.46万 | 减仓 |
| SPGI | S&P GLOBAL INC | $32.11万 | 0.00% | 788 | -21 | -2.6% | -$8,556 | 减仓 |
| CI | THE CIGNA GROUP | $32.17万 | 0.00% | 1,167 | -185 | -13.7% | -$5.10万 | 减仓 |
| BBLU | EA SERIES TRUST | $32.25万 | 0.00% | 19,546 | 0 | 0.0% | — | 不变 |
| BWXT | BWX TECHNOLOGIES INC | $32.25万 | 0.00% | 1,657 | -100 | -5.7% | -$1.95万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $32.51万 | 0.00% | 10,776 | 0 | 0.0% | — | 不变 |
| FREL | FIDELITY COVINGTON TRUST | $33.01万 | 0.00% | 11,267 | 0 | 0.0% | — | 不变 |
| RPM | RPM INTL INC | $33.33万 | 0.00% | 2,999 | -275 | -8.4% | -$3.06万 | 减仓 |
| GIS | GENERAL MILLS INC | $33.35万 | 0.00% | 9,584 | -954 | -9.1% | -$3.32万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $33.79万 | 0.00% | 3,817 | 47 | 1.2% | $4,161 | 加仓 |
| SHOP | SHOPIFY INC | $34.22万 | 0.00% | 2,997 | 202 | 7.2% | $2.31万 | 加仓 |
| FCF | FIRST COMWLTH FINL CORP PA | $34.22万 | 0.00% | 16,833 | 126 | 0.8% | $2,562 | 加仓 |
| CCJ | CAMECO CORP | $34.23万 | 0.00% | 3,360 | -612 | -15.4% | -$6.23万 | 减仓 |
| TXRH | TEXAS ROADHOUSE INC | $34.41万 | 0.00% | 1,781 | -11 | -0.6% | -$2,126 | 减仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $34.54万 | 0.00% | 8,844 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES TR | $34.72万 | 0.00% | 3,900 | -60 | -1.5% | -$5,341 | 减仓 |
| HYG | ISHARES TR | $34.83万 | 0.00% | 4,355 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $34.99万 | 0.00% | 3,980 | 3,980 | — | $34.99万 | 新建仓 |
| AVDS | AMERICAN CENTY ETF TR | $35.28万 | 0.00% | 4,688 | 4,688 | — | $35.28万 | 新建仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $35.48万 | 0.00% | 4,690 | -63 | -1.3% | -$4,765 | 减仓 |
| AZN | ASTRAZENECA PLC | $35.88万 | 0.00% | 1,892 | 352 | 22.9% | $6.67万 | 加仓 |
| VTES | VANGUARD WELLINGTON FD | $35.97万 | 0.00% | 3,550 | 3,550 | — | $35.97万 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP | $36.06万 | 0.00% | 3,285 | -216 | -6.2% | -$2.37万 | 减仓 |
| ET | ENERGY TRANSFER L P | $36.56万 | 0.00% | 19,120 | 1,581 | 9.0% | $3.02万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $36.62万 | 0.00% | 4,793 | 2 | 0.0% | $153 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $36.64万 | 0.00% | 5,681 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB STRATEGIC TR | $37.15万 | 0.00% | 15,688 | -789 | -4.8% | -$1.87万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $37.34万 | 0.00% | 3,375 | -96 | -2.8% | -$1.06万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $37.37万 | 0.00% | 6,336 | -442 | -6.5% | -$2.61万 | 减仓 |
| DLN | WISDOMTREE TR | $37.82万 | 0.00% | 3,927 | -2,130 | -35.2% | -$20.52万 | 减仓 |
| AOR | ISHARES TR | $37.93万 | 0.00% | 5,457 | -1,657 | -23.3% | -$11.52万 | 减仓 |
| — | ISHARES TR | $38.20万 | 0.00% | 4,272 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $38.35万 | 0.00% | 1,124 | -1,976 | -63.7% | -$67.42万 | 重新持有 |
| RNR | RENAISSANCERE HLDGS LTD | $38.57万 | 0.00% | 1,217 | 7 | 0.6% | $2,218 | 加仓 |
| VTEI | VANGUARD MUN BD FDS | $38.70万 | 0.00% | 3,833 | 3,833 | — | $38.70万 | 新建仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $38.74万 | 0.00% | 4,311 | 77 | 1.8% | $6,919 | 加仓 |
| LH | LABCORP HOLDINGS INC | $38.75万 | 0.00% | 1,384 | -30 | -2.1% | -$8,400 | 减仓 |
| EFG | ISHARES TR | $38.92万 | 0.00% | 3,128 | 113 | 3.7% | $1.41万 | 加仓 |
| NULV | NUSHARES ETF TR | $38.99万 | 0.00% | 7,799 | 0 | 0.0% | — | 不变 |
| BCS | BARCLAYS PLC | $39.15万 | 0.00% | 14,577 | 3,108 | 27.1% | $8.35万 | 加仓 |
| SLV | ISHARES SILVER TR | $39.55万 | 0.00% | 7,397 | -225 | -3.0% | -$1.20万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $39.64万 | 0.00% | 1,184 | -942 | -44.3% | -$31.54万 | 减仓 |
| FHLC | FIDELITY COVINGTON TRUST | $39.90万 | 0.00% | 5,165 | -37 | -0.7% | -$2,859 | 减仓 |
| VOYG | VOYAGER TECHNOLOGIES INC | $40.36万 | 0.00% | 12,515 | 0 | 0.0% | — | 不变 |
| COWZ | PACER FDS TR | $40.95万 | 0.00% | 6,584 | -280 | -4.1% | -$1.74万 | 减仓 |
| VRSN | VERISIGN INC | $41.78万 | 0.00% | 1,661 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $42.56万 | 0.00% | 4,943 | -409 | -7.6% | -$3.52万 | 减仓 |
| JBL | JABIL INC | $42.56万 | 0.00% | 1,104 | 4 | 0.4% | $1,542 | 加仓 |
| FELV | FIDELITY COVINGTON TRUST | $43.02万 | 0.00% | 10,730 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TRUST | $43.18万 | 0.00% | 5,722 | -287 | -4.8% | -$2.17万 | 减仓 |
| ES | EVERSOURCE ENERGY | $43.26万 | 0.00% | 5,986 | 1 | 0.0% | $72 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $43.99万 | 0.00% | 1,967 | 32 | 1.7% | $7,156 | 加仓 |
| NUEM | NUSHARES ETF TR | $44.67万 | 0.00% | 10,526 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $45.14万 | 0.00% | 4,138 | -412 | -9.1% | -$4.49万 | 减仓 |