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 |
|---|---|---|---|---|---|---|---|---|
| T | AT&T INC | $154.58万 | 0.02% | 53,322 | -4,374 | -7.6% | -$12.68万 | 减仓 |
| WFC | WELLS FARGO & CO | $155.68万 | 0.02% | 19,555 | -69 | -0.4% | -$5,493 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $156.29万 | 0.02% | 32,641 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $156.69万 | 0.02% | 6,020 | 534 | 9.7% | $13.90万 | 加仓 |
| COP | CONOCOPHILLIPS | $157.89万 | 0.02% | 11,962 | 1,222 | 11.4% | $16.13万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $159.25万 | 0.02% | 4,869 | 122 | 2.6% | $3.99万 | 加仓 |
| MMM | 3M CO | $159.61万 | 0.02% | 10,990 | -403 | -3.5% | -$5.85万 | 减仓 |
| L | LOEWS CORP | $160.11万 | 0.02% | 15,000 | -274 | -1.8% | -$2.92万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $164.36万 | 0.02% | 21,885 | -6,701 | -23.4% | -$50.33万 | 减仓 |
| NUE | NUCOR CORP | $165.66万 | 0.02% | 9,796 | -37 | -0.4% | -$6,257 | 减仓 |
| IBTG | ISHARES TR | $166.37万 | 0.02% | 72,602 | 2,210 | 3.1% | $5.06万 | 加仓 |
| RH | RH | $168.06万 | 0.02% | 12,020 | 12,020 | — | $168.06万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $171.84万 | 0.02% | 12,930 | -1,229 | -8.7% | -$16.33万 | 减仓 |
| IBTH | ISHARES TR | $172.50万 | 0.02% | 76,908 | -6,630 | -7.9% | -$14.87万 | 减仓 |
| CTVA | CORTEVA INC | $173.91万 | 0.02% | 20,775 | 1,093 | 5.6% | $9.15万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $174.97万 | 0.02% | 36,812 | 910 | 2.5% | $4.33万 | 加仓 |
| INFY | INFOSYS LTD | $176.54万 | 0.02% | 130,671 | -27,845 | -17.6% | -$37.62万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $178.95万 | 0.02% | 53,369 | -3,742 | -6.6% | -$12.55万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $184.92万 | 0.02% | 16,739 | 1,254 | 8.1% | $13.85万 | 加仓 |
| NUSC | NUSHARES ETF TR | $189.59万 | 0.02% | 42,076 | -4,806 | -10.3% | -$21.66万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $189.91万 | 0.02% | 38,020 | -15,191 | -28.5% | -$75.88万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $190.80万 | 0.02% | 9,622 | 1,400 | 17.0% | $27.76万 | 加仓 |
| NFLX | NETFLIX INC. | $191.20万 | 0.02% | 19,885 | -1,308 | -6.2% | -$12.58万 | 减仓 |
| — | ELECTRONIC ARTS INC | $191.58万 | 0.02% | 9,397 | -3,728 | -28.4% | -$76.00万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $192.24万 | 0.02% | 9,433 | 2 | 0.0% | $408 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $192.56万 | 0.02% | 41,798 | -177 | -0.4% | -$8,154 | 减仓 |
| QCOM | QUALCOMM INC | $196.44万 | 0.02% | 15,254 | -95 | -0.6% | -$1.22万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $196.67万 | 0.02% | 12,161 | -455 | -3.6% | -$7.36万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $199.36万 | 0.02% | 4,056 | -724 | -15.1% | -$35.59万 | 减仓 |
| DES | WISDOMTREE TR | $200.91万 | 0.02% | 55,901 | 1,164 | 2.1% | $4.18万 | 加仓 |
| GEV | GE VERNOVA INC | $204.74万 | 0.02% | 2,346 | -51 | -2.1% | -$4.45万 | 减仓 |
| SBAC | SBA COMMUNICATIONS CORP | $205.23万 | 0.02% | 11,924 | 1,474 | 14.1% | $25.37万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $213.95万 | 0.03% | 27,062 | -2,169 | -7.4% | -$17.15万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $216.58万 | 0.03% | 46,338 | -757 | -1.6% | -$3.54万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $216.66万 | 0.03% | 7,549 | -107 | -1.4% | -$3.07万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $221.03万 | 0.03% | 88,060 | -307 | -0.3% | -$7,706 | 减仓 |
| DSI | ISHARES TR | $230.09万 | 0.03% | 18,986 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $232.21万 | 0.03% | 6,264 | 35 | 0.6% | $1.30万 | 加仓 |
| EPS | WISDOMTREE TR | $237.94万 | 0.03% | 34,935 | -159 | -0.5% | -$1.08万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $241.29万 | 0.03% | 8,917 | -3,417 | -27.7% | -$92.46万 | 减仓 |
| — | HONEYWELL INTL INC | $242.04万 | 0.03% | 10,708 | -626 | -5.5% | -$14.15万 | 减仓 |
| EAGG | ISHARES TR | $242.23万 | 0.03% | 50,943 | -4 | -0.0% | -$190 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $245.17万 | 0.03% | 34,014 | 1 | 0.0% | $72 | 加仓 |
| CNI | CANADIAN NATL RY CO | $245.28万 | 0.03% | 23,867 | 2,517 | 11.8% | $25.87万 | 加仓 |
| SPYX | SPDR SERIES TRUST | $246.06万 | 0.03% | 46,400 | -473 | -1.0% | -$2.51万 | 减仓 |
| BX | BLACKSTONE INC | $249.41万 | 0.03% | 21,690 | 2,062 | 10.5% | $23.71万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $249.57万 | 0.03% | 54,385 | -1,831 | -3.3% | -$8.40万 | 减仓 |
| ALGN | ALIGN TECHNOLOGY INC | $250.51万 | 0.03% | 14,613 | 219 | 1.5% | $3.75万 | 加仓 |
| GLW | CORNING INC | $255.88万 | 0.03% | 18,819 | -4,178 | -18.2% | -$56.81万 | 减仓 |
| GPC | GENUINE PARTS CO | $256.94万 | 0.03% | 24,297 | -254 | -1.0% | -$2.69万 | 减仓 |
| XBI | SPDR SERIES TRUST | $263.57万 | 0.03% | 20,635 | -382 | -1.8% | -$4.88万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $264.33万 | 0.03% | 86,666 | -38,832 | -30.9% | -$118.44万 | 减仓 |
| GPN | GLOBAL PMTS INC | $265.92万 | 0.03% | 39,513 | -402 | -1.0% | -$2.71万 | 减仓 |
| CVS | CVS HEALTH CORP | $266.57万 | 0.03% | 37,116 | -1,964 | -5.0% | -$14.11万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $267.95万 | 0.03% | 93,328 | -14,583 | -13.5% | -$41.87万 | 减仓 |
| LOGI | LOGITECH INTL S A | $270.07万 | 0.03% | 29,639 | -2,137 | -6.7% | -$19.47万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $275.80万 | 0.03% | 57,079 | -12,623 | -18.1% | -$60.99万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $278.69万 | 0.03% | 3,294 | -918 | -21.8% | -$77.67万 | 减仓 |
| CME | CME GROUP INC | $280.82万 | 0.03% | 9,508 | 622 | 7.0% | $18.37万 | 加仓 |
| IQV | IQVIA HLDGS INC | $281.60万 | 0.03% | 16,512 | -650 | -3.8% | -$11.09万 | 减仓 |
| GE | GE AEROSPACE | $287.97万 | 0.03% | 10,148 | -58 | -0.6% | -$1.65万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $290.09万 | 0.03% | 64,136 | -5,187 | -7.5% | -$23.46万 | 减仓 |
| JMSI | J P MORGAN EXCHANGE TRADED F | $303.45万 | 0.04% | 60,995 | -3,383 | -5.3% | -$16.83万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $310.65万 | 0.04% | 10,694 | 1,388 | 14.9% | $40.32万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $313.56万 | 0.04% | 47,733 | -17,299 | -26.6% | -$113.64万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $315.55万 | 0.04% | 28,106 | -954 | -3.3% | -$10.71万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $315.62万 | 0.04% | 19,089 | -5,086 | -21.0% | -$84.09万 | 减仓 |
| MDYV | SPDR SERIES TRUST | $318.13万 | 0.04% | 37,362 | -13,256 | -26.2% | -$112.87万 | 减仓 |
| INTC | INTEL CORP | $318.79万 | 0.04% | 72,238 | -2,728 | -3.6% | -$12.04万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $322.47万 | 0.04% | 22,045 | 2,912 | 15.2% | $42.60万 | 加仓 |
| UNP | UNION PAC CORP | $326.03万 | 0.04% | 13,438 | 1,790 | 15.4% | $43.43万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $329.57万 | 0.04% | 9,602 | 22 | 0.2% | $7,551 | 加仓 |
| WMG | WARNER MUSIC GROUP CORP | $332.68万 | 0.04% | 130,257 | 16,504 | 14.5% | $42.15万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $339.31万 | 0.04% | 70,793 | 50 | 0.1% | $2,396 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $340.31万 | 0.04% | 36,303 | 743 | 2.1% | $6.96万 | 加仓 |
| DE | DEERE & CO | $350.35万 | 0.04% | 6,220 | -59 | -0.9% | -$3.32万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $351.56万 | 0.04% | 835 | -6 | -0.7% | -$2.53万 | 减仓 |
| ZTS | ZOETIS INC | $354.06万 | 0.04% | 29,952 | 1,026 | 3.5% | $12.13万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $359.07万 | 0.04% | 5 | -17 | -77.3% | -$1,220.84万 | 减仓 |
| TIP | ISHARES TR | $367.64万 | 0.04% | 33,313 | -670 | -2.0% | -$7.39万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $372.82万 | 0.04% | 28,472 | 258 | 0.9% | $3.38万 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $374.05万 | 0.04% | 23,668 | 69 | 0.3% | $1.09万 | 加仓 |
| JNK | SPDR SERIES TRUST | $374.18万 | 0.04% | 39,091 | 4,565 | 13.2% | $43.70万 | 加仓 |
| BAC | BANK AMERICA CORP | $376.17万 | 0.05% | 77,164 | 1,217 | 1.6% | $5.93万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $383.55万 | 0.05% | 33,650 | 753 | 2.3% | $8.58万 | 加仓 |
| IJJ | ISHARES TR | $396.79万 | 0.05% | 29,946 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR | $411.67万 | 0.05% | 43,827 | 890 | 2.1% | $8.36万 | 加仓 |
| SCHJ | SCHWAB STRATEGIC TR | $413.70万 | 0.05% | 167,321 | -43,511 | -20.6% | -$107.58万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $414.25万 | 0.05% | 71,869 | -5,215 | -6.8% | -$30.06万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $418.78万 | 0.05% | 42,772 | 842 | 2.0% | $8.24万 | 加仓 |
| AON | AON PLC | $423.01万 | 0.05% | 13,105 | -160 | -1.2% | -$5.16万 | 减仓 |
| ADBE | ADOBE INC | $435.57万 | 0.05% | 17,919 | -1,497 | -7.7% | -$36.39万 | 减仓 |
| CRM | SALESFORCE INC | $437.16万 | 0.05% | 23,419 | -2,687 | -10.3% | -$50.16万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $443.04万 | 0.05% | 32,030 | -405 | -1.2% | -$5.60万 | 减仓 |
| GWX | SPDR INDEX SHS FDS | $452.85万 | 0.05% | 107,234 | -30,693 | -22.3% | -$129.62万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $457.12万 | 0.05% | 7,412 | -1,706 | -18.7% | -$105.21万 | 减仓 |
| TSLA | TESLA INC | $457.70万 | 0.05% | 12,312 | -1,697 | -12.1% | -$63.09万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $458.61万 | 0.05% | 86,775 | -4,347 | -4.8% | -$22.97万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $465.19万 | 0.06% | 60,778 | -4,800 | -7.3% | -$36.74万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $472.76万 | 0.06% | 94,960 | -6,426 | -6.3% | -$31.99万 | 减仓 |