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 |
|---|---|---|---|---|---|---|---|---|
| FTCB | FIRST TR EXCHANGE-TRADED FD | $38.72万 | 0.00% | 18,471 | 18,471 | — | $38.72万 | 新建仓 |
| DFAW | DIMENSIONAL ETF TRUST | $38.78万 | 0.00% | 5,256 | 13 | 0.2% | $959 | 加仓 |
| PFF | ISHARES TR | $38.82万 | 0.00% | 12,804 | 720 | 6.0% | $2.18万 | 加仓 |
| C | CITIGROUP INC | $38.88万 | 0.00% | 3,428 | -3,445 | -50.1% | -$39.07万 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $38.89万 | 0.00% | 2,347 | 86 | 3.8% | $1.43万 | 加仓 |
| GIS | GENERAL MILLS INC | $39.22万 | 0.00% | 10,538 | -4,051 | -27.8% | -$15.08万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $39.28万 | 0.00% | 3,471 | -9,121 | -72.4% | -$103.23万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $39.32万 | 0.00% | 2,821 | -1,974 | -41.2% | -$27.52万 | 减仓 |
| FLEX | FLEXTRONICS INTL LTD | $39.48万 | 0.00% | 6,031 | -1,005 | -14.3% | -$6.58万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $39.64万 | 0.00% | 2,415 | 667 | 38.2% | $10.95万 | 重新持有 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $40.07万 | 0.00% | 1,419 | -67 | -4.5% | -$1.89万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $40.36万 | 0.00% | 6,778 | 957 | 16.4% | $5.70万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $41.12万 | 0.00% | 3,140 | 765 | 32.2% | $10.02万 | 加仓 |
| VRSN | VERISIGN INC | $41.25万 | 0.00% | 1,661 | -14 | -0.8% | -$3,477 | 减仓 |
| MICC | MAGNUM ICE CREAM CO NV | $41.33万 | 0.00% | 27,647 | -12,512 | -31.2% | -$18.71万 | 减仓 |
| ES | EVERSOURCE ENERGY | $41.46万 | 0.00% | 5,985 | -640 | -9.7% | -$4.43万 | 减仓 |
| NKE | NIKE INC | $41.95万 | 0.01% | 7,942 | -88 | -1.1% | -$4,648 | 减仓 |
| WSO | WATSCO INC | $42.27万 | 0.01% | 1,162 | -3 | -0.3% | -$1,091 | 减仓 |
| EES | WISDOMTREE TR | $42.50万 | 0.01% | 7,321 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $42.54万 | 0.01% | 4,910 | -392 | -7.4% | -$3.40万 | 减仓 |
| WELL | WELLTOWER INC | $42.76万 | 0.01% | 2,163 | 326 | 17.7% | $6.44万 | 加仓 |
| COWZ | PACER FDS TR | $42.94万 | 0.01% | 6,864 | 1,213 | 21.5% | $7.59万 | 加仓 |
| CCJ | CAMECO CORP | $43.14万 | 0.01% | 3,972 | -558 | -12.3% | -$6.06万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $43.17万 | 0.01% | 1,347 | 15 | 1.1% | $4,807 | 加仓 |
| STT | STATE STR CORP | $43.25万 | 0.01% | 3,417 | 184 | 5.7% | $2.33万 | 加仓 |
| DDWM | WISDOMTREE TR | $43.37万 | 0.01% | 9,832 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDS INC | $43.47万 | 0.01% | 4,067 | 737 | 22.1% | $7.88万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $43.53万 | 0.01% | 7,840 | -20 | -0.3% | -$1,110 | 减仓 |
| ACWI | ISHARES TR | $44.13万 | 0.01% | 3,189 | -42 | -1.3% | -$5,812 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $44.38万 | 0.01% | 3,027 | 29 | 1.0% | $4,252 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $44.44万 | 0.01% | 2,562 | 697 | 37.4% | $12.09万 | 加仓 |
| BHRB | BURKE HERBERT FINL SVCS CORP | $44.85万 | 0.01% | 7,200 | 0 | 0.0% | — | 不变 |
| VVR | INVESCO SR INCOME TR | $44.87万 | 0.01% | 139,356 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $44.88万 | 0.01% | 13,020 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $45.64万 | 0.01% | 1,869 | 289 | 18.3% | $7.06万 | 加仓 |
| AOR | ISHARES TR | $45.78万 | 0.01% | 7,114 | -3,109 | -30.4% | -$20.01万 | 减仓 |
| ICVT | ISHARES TR | $45.79万 | 0.01% | 4,498 | -40 | -0.9% | -$4,072 | 减仓 |
| VTWG | VANGUARD SCOTTSDALE FDS | $46.47万 | 0.01% | 2,029 | 3 | 0.1% | $687 | 加仓 |
| ALL | ALLSTATE CORP | $46.64万 | 0.01% | 2,250 | -99 | -4.2% | -$2.05万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $46.72万 | 0.01% | 1,302 | -7 | -0.5% | -$2,512 | 减仓 |
| XSD | SPDR SERIES TRUST | $47.58万 | 0.01% | 1,459 | 2 | 0.1% | $652 | 加仓 |
| AMTM | AMENTUM HOLDINGS INC | $47.99万 | 0.01% | 18,402 | -3,543 | -16.1% | -$9.24万 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $48.39万 | 0.01% | 5,352 | -320 | -5.6% | -$2.89万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $48.90万 | 0.01% | 8,354 | -1,832 | -18.0% | -$10.72万 | 减仓 |
| PKG | PACKAGING CORP AMER | $48.98万 | 0.01% | 2,308 | -105 | -4.4% | -$2.23万 | 减仓 |
| PDEC | INNOVATOR ETFS TRUST | $49.01万 | 0.01% | 11,531 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $49.28万 | 0.01% | 1,109 | -87 | -7.3% | -$3.87万 | 减仓 |
| LQD | ISHARES TR | $49.60万 | 0.01% | 4,550 | 157 | 3.6% | $1.71万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $49.69万 | 0.01% | 555 | 69 | 14.2% | $6.18万 | 加仓 |
| BOND | PIMCO ETF TR | $50.07万 | 0.01% | 5,425 | 5,425 | — | $50.07万 | 新建仓 |
| ECL | ECOLAB INC | $50.17万 | 0.01% | 1,886 | -20 | -1.0% | -$5,320 | 减仓 |
| EEMX | SPDR INDEX SHS FDS | $50.52万 | 0.01% | 11,430 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $51.33万 | 0.01% | 5,572 | -270 | -4.6% | -$2.49万 | 减仓 |
| SLV | ISHARES SILVER TR | $51.94万 | 0.01% | 7,622 | 207 | 2.8% | $1.41万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $52.61万 | 0.01% | 2,693 | -72 | -2.6% | -$1.41万 | 减仓 |
| JOBY | JOBY AVIATION INC | $52.86万 | 0.01% | 64,000 | 9,424 | 17.3% | $7.78万 | 加仓 |
| SHEL | SHELL PLC | $53.05万 | 0.01% | 5,704 | -523 | -8.4% | -$4.86万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $53.27万 | 0.01% | 2,126 | 52 | 2.5% | $1.30万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $53.39万 | 0.01% | 1,912 | -359 | -15.8% | -$10.02万 | 减仓 |
| DFIP | DIMENSIONAL ETF TRUST | $53.54万 | 0.01% | 12,833 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $53.74万 | 0.01% | 7,219 | -107 | -1.5% | -$7,966 | 减仓 |
| FLRN | SPDR SERIES TRUST | $54.07万 | 0.01% | 17,566 | 27 | 0.2% | $831 | 加仓 |
| DLN | WISDOMTREE TR | $54.11万 | 0.01% | 6,057 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $54.90万 | 0.01% | 3,762 | 5 | 0.1% | $730 | 加仓 |
| GDX | VANECK ETF TRUST | $55.14万 | 0.01% | 6,009 | -200 | -3.2% | -$1.84万 | 减仓 |
| IYR | ISHARES TR | $55.52万 | 0.01% | 5,871 | -978 | -14.3% | -$9.25万 | 减仓 |
| AVTR | AVANTOR INC | $55.52万 | 0.01% | 70,815 | -20 | -0.0% | -$157 | 减仓 |
| AME | AMETEK INC | $56.58万 | 0.01% | 2,640 | -8 | -0.3% | -$1,715 | 减仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $56.99万 | 0.01% | 4,963 | 957 | 23.9% | $10.99万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $57.09万 | 0.01% | 7,806 | 200 | 2.6% | $1.46万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $57.94万 | 0.01% | 11,735 | 866 | 8.0% | $4.28万 | 加仓 |
| AZO | AUTOZONE INC | $58.10万 | 0.01% | 172 | 16 | 10.3% | $5.40万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $58.73万 | 0.01% | 3,735 | -1,293 | -25.7% | -$20.33万 | 减仓 |
| OEF | ISHARES TR | $59.47万 | 0.01% | 1,870 | 143 | 8.3% | $4.55万 | 加仓 |
| D | DOMINION ENERGY INC | $59.73万 | 0.01% | 9,662 | 783 | 8.8% | $4.84万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $59.82万 | 0.01% | 5,042 | 1 | 0.0% | $119 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $60.37万 | 0.01% | 1,310 | -29 | -2.2% | -$1.34万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $60.59万 | 0.01% | 2,077 | -351 | -14.5% | -$10.24万 | 减仓 |
| — | PROSHARES TR | $60.63万 | 0.01% | 8,556 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $60.65万 | 0.01% | 15,787 | 652 | 4.3% | $2.50万 | 加仓 |
| IYF | ISHARES TR | $60.67万 | 0.01% | 5,156 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $61.47万 | 0.01% | 11,818 | -174 | -1.5% | -$9,050 | 减仓 |
| IBTI | ISHARES TR | $62.31万 | 0.01% | 27,964 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $62.88万 | 0.01% | 6,812 | 171 | 2.6% | $1.58万 | 加仓 |
| SAP | SAP SE | $64.08万 | 0.01% | 3,743 | -169 | -4.3% | -$2.89万 | 减仓 |
| USHY | ISHARES TR | $64.36万 | 0.01% | 17,471 | -382 | -2.1% | -$1.41万 | 减仓 |
| DXJ | WISDOMTREE TR | $64.37万 | 0.01% | 4,059 | -34 | -0.8% | -$5,392 | 减仓 |
| UFPI | UFP INDUSTRIES INC | $64.38万 | 0.01% | 6,989 | -2,527 | -26.6% | -$23.28万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $64.85万 | 0.01% | 13,813 | 9 | 0.1% | $423 | 加仓 |
| CIEN | CIENA CORP | $65.42万 | 0.01% | 1,685 | 29 | 1.8% | $1.13万 | 加仓 |
| NEM | NEWMONT CORP | $66.38万 | 0.01% | 6,132 | 1,875 | 44.0% | $20.30万 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $66.62万 | 0.01% | 7,846 | -124 | -1.6% | -$1.05万 | 减仓 |
| ENB | ENBRIDGE INC | $66.73万 | 0.01% | 12,326 | -1,430 | -10.4% | -$7.74万 | 减仓 |
| WSFS | WSFS FINL CORP | $66.86万 | 0.01% | 10,214 | -5 | -0.0% | -$327 | 减仓 |
| VGSR | MANAGER DIRECTED PORTFOLIOS | $67.47万 | 0.01% | 65,310 | 2,227 | 3.5% | $2.30万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $67.49万 | 0.01% | 3,325 | -239 | -6.7% | -$4.85万 | 减仓 |
| DFSB | DIMENSIONAL ETF TRUST | $68.38万 | 0.01% | 13,216 | 20 | 0.2% | $1,035 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $68.43万 | 0.01% | 21,100 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES TR | $68.73万 | 0.01% | 5,203 | 0 | 0.0% | — | 不变 |
| FBNC | FIRST BANCORP N C | $68.90万 | 0.01% | 12,227 | 0 | 0.0% | — | 不变 |