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 |
|---|---|---|---|---|---|---|---|---|
| PPA | INVESCO EXCHANGE TRADED FD T | $45.19万 | 0.00% | 2,558 | 211 | 9.0% | $3.73万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $45.31万 | 0.00% | 18,457 | -74,871 | -80.2% | -$183.81万 | 减仓 |
| DUSB | DIMENSIONAL ETF TRUST | $45.50万 | 0.00% | 8,960 | 8,960 | — | $45.50万 | 新建仓 |
| SHEL | SHELL PLC | $45.76万 | 0.00% | 5,902 | 198 | 3.5% | $1.54万 | 加仓 |
| IXUS | ISHARES TR | $45.95万 | 0.00% | 4,815 | -95 | -1.9% | -$9,067 | 减仓 |
| VPU | VANGUARD WORLD FD | $46.06万 | 0.00% | 2,353 | 406 | 20.9% | $7.95万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $46.20万 | 0.00% | 7,938 | -416 | -5.0% | -$2.42万 | 减仓 |
| PAYX | PAYCHEX INC | $46.57万 | 0.00% | 4,736 | -836 | -15.0% | -$8.22万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $46.71万 | 0.00% | 3,197 | 57 | 1.8% | $8,328 | 加仓 |
| PFF | ISHARES TR | $47.20万 | 0.01% | 15,480 | 2,676 | 20.9% | $8.16万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $47.57万 | 0.01% | 493 | 493 | — | $47.57万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $47.66万 | 0.01% | 1,919 | 7 | 0.4% | $1,738 | 加仓 |
| PPG | PPG INDS INC | $47.76万 | 0.01% | 3,938 | -129 | -3.2% | -$1.56万 | 减仓 |
| MPC | MARATHON PETE CORP | $47.82万 | 0.01% | 1,870 | 1 | 0.1% | $256 | 加仓 |
| — | INNOVATOR ETFS TRUST | $47.89万 | 0.01% | 13,020 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $48.07万 | 0.01% | 2,884 | 322 | 12.6% | $5.37万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $48.16万 | 0.01% | 7,658 | 2,075 | 37.2% | $13.05万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $48.18万 | 0.01% | 7,840 | 0 | 0.0% | — | 不变 |
| WSO | WATSCO INC | $48.42万 | 0.01% | 1,162 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $49.24万 | 0.01% | 15,834 | 2,760 | 21.1% | $8.58万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $49.35万 | 0.01% | 6,589 | -1,217 | -15.6% | -$9.11万 | 减仓 |
| WELL | WELLTOWER INC | $49.55万 | 0.01% | 2,183 | 20 | 0.9% | $4,540 | 加仓 |
| ACWI | ISHARES TR | $49.62万 | 0.01% | 3,161 | -28 | -0.9% | -$4,395 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $49.92万 | 0.01% | 1,016 | 93 | 10.1% | $4.57万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $50.10万 | 0.01% | 1,431 | 12 | 0.8% | $4,201 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $50.17万 | 0.01% | 3,162 | 135 | 4.5% | $2.14万 | 加仓 |
| C | CITIGROUP INC | $50.56万 | 0.01% | 3,613 | 185 | 5.4% | $2.59万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $50.92万 | 0.01% | 1,110 | 1 | 0.1% | $459 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $51.38万 | 0.01% | 1,492 | 145 | 10.8% | $4.99万 | 加仓 |
| SAP | SAP SE | $52.16万 | 0.01% | 3,385 | -358 | -9.6% | -$5.52万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $52.34万 | 0.01% | 15,721 | -66 | -0.4% | -$2,197 | 减仓 |
| ECL | ECOLAB INC | $52.41万 | 0.01% | 1,881 | -5 | -0.3% | -$1,393 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $52.50万 | 0.01% | 3,384 | 59 | 1.8% | $9,153 | 加仓 |
| PDEC | INNOVATOR ETFS TRUST | $52.92万 | 0.01% | 11,531 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $53.06万 | 0.01% | 3,506 | -229 | -6.1% | -$3.47万 | 减仓 |
| ALL | ALLSTATE CORP | $53.55万 | 0.01% | 2,251 | 1 | 0.0% | $238 | 加仓 |
| AZO | AUTOZONE INC | $53.69万 | 0.01% | 168 | -4 | -2.3% | -$1.28万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $53.80万 | 0.01% | 550 | -5 | -0.9% | -$4,891 | 减仓 |
| APH | AMPHENOL CORP | $54.08万 | 0.01% | 3,067 | 74 | 2.5% | $1.30万 | 加仓 |
| FLRN | SPDR SERIES TRUST | $54.32万 | 0.01% | 17,608 | 42 | 0.2% | $1,296 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $55.52万 | 0.01% | 4,037 | -926 | -18.7% | -$12.74万 | 减仓 |
| PKG | PACKAGING CORP AMER | $56.88万 | 0.01% | 2,387 | 79 | 3.4% | $1.88万 | 加仓 |
| SDY | SPDR SERIES TRUST | $57.25万 | 0.01% | 3,762 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $57.29万 | 0.01% | 6,133 | 1 | 0.0% | $93 | 加仓 |
| INTU | INTUIT | $57.32万 | 0.01% | 2,196 | -41 | -1.8% | -$1.07万 | 减仓 |
| SNOW | SNOWFLAKE INC | $57.47万 | 0.01% | 2,258 | 2 | 0.1% | $509 | 加仓 |
| IYR | ISHARES TR | $57.78万 | 0.01% | 5,651 | -220 | -3.7% | -$2.25万 | 减仓 |
| STT | STATE STR CORP | $58.00万 | 0.01% | 3,420 | 3 | 0.1% | $509 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $58.26万 | 0.01% | 2,690 | -3 | -0.1% | -$650 | 减仓 |
| VTWG | VANGUARD SCOTTSDALE FDS | $58.45万 | 0.01% | 2,032 | 3 | 0.1% | $863 | 加仓 |
| ICVT | ISHARES TR | $58.50万 | 0.01% | 4,805 | 307 | 6.8% | $3.74万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $58.80万 | 0.01% | 1,479 | 169 | 12.9% | $6.72万 | 加仓 |
| BHRB | BURKE HERBERT FINL SVCS CORP | $58.93万 | 0.01% | 8,200 | 1,000 | 13.9% | $7.19万 | 加仓 |
| DEO | DIAGEO PLC | $59.08万 | 0.01% | 7,350 | 131 | 1.8% | $1.05万 | 加仓 |
| JOBY | JOBY AVIATION INC | $59.76万 | 0.01% | 67,000 | 3,000 | 4.7% | $2.68万 | 加仓 |
| AVIV | AMERICAN CENTY ETF TR | $61.56万 | 0.01% | 7,952 | 7,952 | — | $61.56万 | 新建仓 |
| EEMX | SPDR INDEX SHS FDS | $61.89万 | 0.01% | 11,430 | 0 | 0.0% | — | 不变 |
| IBTI | ISHARES TR | $61.91万 | 0.01% | 27,964 | 0 | 0.0% | — | 不变 |
| USHY | ISHARES TR | $62.56万 | 0.01% | 16,899 | -572 | -3.3% | -$2.12万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $62.71万 | 0.01% | 11,697 | -38 | -0.3% | -$2,037 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $62.83万 | 0.01% | 12,936 | -267 | -2.0% | -$1.30万 | 减仓 |
| SOXX | ISHARES TR | $62.84万 | 0.01% | 981 | 2 | 0.2% | $1,281 | 加仓 |
| DFAW | DIMENSIONAL ETF TRUST | $62.97万 | 0.01% | 7,606 | 2,350 | 44.7% | $19.45万 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $63.00万 | 0.01% | 1,755 | -1,000 | -36.3% | -$35.90万 | 减仓 |
| SHY | ISHARES TR | $63.18万 | 0.01% | 7,695 | -3,455 | -31.0% | -$28.37万 | 减仓 |
| UFPI | UFP INDUSTRIES INC | $63.42万 | 0.01% | 6,989 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC | $63.74万 | 0.01% | 2,635 | -5 | -0.2% | -$1,209 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $64.16万 | 0.01% | 13,707 | -106 | -0.8% | -$4,962 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $64.51万 | 0.01% | 1,303 | 1 | 0.1% | $495 | 加仓 |
| AVRE | AMERICAN CENTY ETF TR | $64.53万 | 0.01% | 13,620 | 13,620 | — | $64.53万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $65.70万 | 0.01% | 7,135 | 323 | 4.7% | $2.97万 | 加仓 |
| DOW | DOW HLDGS INC | $65.87万 | 0.01% | 24,074 | 317 | 1.3% | $8,673 | 加仓 |
| USB | US BANCORP | $66.23万 | 0.01% | 10,965 | -853 | -7.2% | -$5.15万 | 减仓 |
| D | DOMINION ENERGY INC | $66.73万 | 0.01% | 9,771 | 109 | 1.1% | $7,444 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $67.44万 | 0.01% | 12,698 | 871 | 7.4% | $4.63万 | 加仓 |
| IYF | ISHARES TR | $69.62万 | 0.01% | 5,460 | 304 | 5.9% | $3.88万 | 加仓 |
| AVTR | AVANTOR INC | $70.11万 | 0.01% | 70,816 | 1 | 0.0% | $10 | 加仓 |
| — | PROSHARES TR | $70.39万 | 0.01% | 8,556 | 0 | 0.0% | — | 不变 |
| DXJ | WISDOMTREE TR | $70.44万 | 0.01% | 4,059 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $70.50万 | 0.01% | 5,153 | -118 | -2.2% | -$1.61万 | 减仓 |
| AIQ | GLOBAL X FDS | $70.63万 | 0.01% | 10,765 | 3,143 | 41.2% | $20.62万 | 加仓 |
| VOX | VANGUARD WORLD FD | $70.82万 | 0.01% | 3,850 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $71.18万 | 0.01% | 4,210 | 142 | 3.5% | $2.40万 | 加仓 |
| EBAY | EBAY INC. | $71.69万 | 0.01% | 6,415 | -1,290 | -16.7% | -$14.42万 | 减仓 |
| VGSR | MANAGER DIRECTED PORTFOLIOS | $72.29万 | 0.01% | 63,499 | -1,811 | -2.8% | -$2.06万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $72.35万 | 0.01% | 1,677 | -738 | -30.6% | -$31.84万 | 减仓 |
| ENB | ENBRIDGE INC | $72.58万 | 0.01% | 13,388 | 1,062 | 8.6% | $5.76万 | 加仓 |
| CB | CHUBB LIMITED | $74.62万 | 0.01% | 2,190 | 9 | 0.4% | $3,067 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $74.78万 | 0.01% | 5,171 | 129 | 2.6% | $1.87万 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $74.99万 | 0.01% | 7,265 | -581 | -7.4% | -$6.00万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $76.47万 | 0.01% | 2,316 | 239 | 11.5% | $7.89万 | 加仓 |
| SPIP | SPDR SERIES TRUST | $77.67万 | 0.01% | 30,245 | -84 | -0.3% | -$2,157 | 减仓 |
| OEF | ISHARES TR | $77.96万 | 0.01% | 2,131 | 261 | 14.0% | $9.55万 | 加仓 |
| YUM | YUM BRANDS INC | $78.14万 | 0.01% | 4,888 | -656 | -11.8% | -$10.49万 | 减仓 |
| TTE | TOTALENERGIES SE | $78.70万 | 0.01% | 10,121 | 916 | 10.0% | $7.12万 | 加仓 |
| AOK | ISHARES TR | $78.85万 | 0.01% | 19,010 | 0 | 0.0% | — | 不变 |
| FBNC | FIRST BANCORP N C | $78.96万 | 0.01% | 12,351 | 124 | 1.0% | $7,927 | 加仓 |
| WSFS | WSFS FINL CORP | $79.59万 | 0.01% | 10,373 | 159 | 1.6% | $1.22万 | 加仓 |
| SUSA | ISHARES TR | $80.28万 | 0.01% | 5,203 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $80.79万 | 0.01% | 4,605 | -146 | -3.1% | -$2.56万 | 减仓 |