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 |
|---|---|---|---|---|---|---|---|---|
| MAR | MARRIOTT INTL INC NEW | $175.52万 | 0.02% | 4,736 | -133 | -2.7% | -$4.93万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $180.86万 | 0.02% | 24,657 | -276 | -1.1% | -$2.02万 | 减仓 |
| ETSY | ETSY INC | $182.09万 | 0.02% | 24,172 | 283 | 1.2% | $2.13万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $189.77万 | 0.02% | 35,123 | -1,689 | -4.6% | -$9.13万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $189.95万 | 0.02% | 41,249 | -549 | -1.3% | -$2.53万 | 减仓 |
| MS | MORGAN STANLEY | $191.91万 | 0.02% | 9,181 | -54 | -0.6% | -$1.13万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $194.98万 | 0.02% | 11,939 | -14 | -0.1% | -$2,286 | 减仓 |
| RH | RH | $198.01万 | 0.02% | 12,020 | 0 | 0.0% | — | 不变 |
| FDXF | FEDEX FGHT HLDG CO INC | $201.89万 | 0.02% | 13,370 | 13,370 | — | $201.89万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $204.65万 | 0.02% | 4,082 | 26 | 0.6% | $1.30万 | 加仓 |
| SBAC | SBA COMMUNICATIONS CORP | $205.23万 | 0.02% | 11,630 | -294 | -2.5% | -$5.19万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $206.60万 | 0.02% | 9,425 | -8 | -0.1% | -$1,754 | 减仓 |
| CME | CME GROUP INC | $211.51万 | 0.02% | 9,578 | 70 | 0.7% | $1.55万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $215.12万 | 0.02% | 42,826 | 4,806 | 12.6% | $24.14万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $217.16万 | 0.02% | 47,897 | -6,488 | -11.9% | -$29.42万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $218.27万 | 0.02% | 45,360 | -978 | -2.1% | -$4.71万 | 减仓 |
| ZTS | ZOETIS INC | $218.31万 | 0.02% | 30,379 | 427 | 1.4% | $3.07万 | 加仓 |
| NUSC | NUSHARES ETF TR | $219.66万 | 0.02% | 42,145 | 69 | 0.2% | $3,596 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $224.16万 | 0.02% | 12,102 | -59 | -0.5% | -$1.09万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $224.66万 | 0.02% | 3 | -2 | -40.0% | -$149.77万 | 减仓 |
| DES | WISDOMTREE TR | $226.23万 | 0.02% | 55,611 | -290 | -0.5% | -$1.18万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $235.19万 | 0.03% | 3,082 | -239 | -7.2% | -$18.24万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $236.80万 | 0.03% | 7,527 | -22 | -0.3% | -$6,921 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $240.34万 | 0.03% | 51,542 | 14,328 | 38.5% | $66.81万 | 加仓 |
| EAGG | ISHARES TR | $241.18万 | 0.03% | 50,871 | -72 | -0.1% | -$3,414 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $243.91万 | 0.03% | 20,906 | -1,139 | -5.2% | -$13.29万 | 减仓 |
| ALGN | ALIGN TECHNOLOGY INC | $243.93万 | 0.03% | 14,463 | -150 | -1.0% | -$2.53万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $244.08万 | 0.03% | 26,884 | -178 | -0.7% | -$1.62万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $246.47万 | 0.03% | 4,243 | 231 | 5.8% | $13.42万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $250.27万 | 0.03% | 13,136 | 206 | 1.6% | $3.92万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $251.65万 | 0.03% | 86,895 | -1,165 | -1.3% | -$3.37万 | 减仓 |
| GPC | GENUINE PARTS CO | $256.06万 | 0.03% | 21,703 | -2,594 | -10.7% | -$30.60万 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $260.66万 | 0.03% | 74,410 | 53,462 | 255.2% | $187.28万 | 加仓 |
| GPN | GLOBAL PMTS INC | $262.62万 | 0.03% | 36,194 | -3,319 | -8.4% | -$24.08万 | 减仓 |
| IWV | ISHARES TR | $262.83万 | 0.03% | 6,164 | -100 | -1.6% | -$4.26万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $265.00万 | 0.03% | 61,372 | -2,764 | -4.3% | -$11.93万 | 减仓 |
| GEV | GE VERNOVA INC | $267.70万 | 0.03% | 2,279 | -67 | -2.9% | -$7.87万 | 减仓 |
| DSI | ISHARES TR | $270.34万 | 0.03% | 18,986 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $271.68万 | 0.03% | 32,440 | 10,555 | 48.2% | $88.40万 | 加仓 |
| EPS | WISDOMTREE TR | $271.76万 | 0.03% | 34,935 | 0 | 0.0% | — | 不变 |
| LOGI | LOGITECH INTL S A | $278.01万 | 0.03% | 29,563 | -76 | -0.3% | -$7,147 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $278.85万 | 0.03% | 34,014 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $288.59万 | 0.03% | 15,617 | 363 | 2.4% | $6.71万 | 加仓 |
| CNI | CANADIAN NATL RY CO | $289.05万 | 0.03% | 24,241 | 374 | 1.6% | $4.46万 | 加仓 |
| SPYX | SPDR SERIES TRUST | $289.42万 | 0.03% | 47,368 | 968 | 2.1% | $5.91万 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $293.06万 | 0.03% | 21,276 | -2,392 | -10.1% | -$32.95万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $301.69万 | 0.03% | 86,666 | 0 | 0.0% | — | 不变 |
| AVLV | AMERICAN CENTY ETF TR | $306.41万 | 0.03% | 33,594 | 33,594 | — | $306.41万 | 新建仓 |
| JMSI | J P MORGAN EXCHANGE TRADED F | $312.13万 | 0.03% | 61,882 | 887 | 1.5% | $4.47万 | 加仓 |
| ADBE | ADOBE INC | $324.63万 | 0.03% | 15,834 | -2,085 | -11.6% | -$42.75万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $325.35万 | 0.03% | 56,416 | -663 | -1.2% | -$3.82万 | 减仓 |
| XBI | SPDR SERIES TRUST | $326.91万 | 0.03% | 20,658 | 23 | 0.1% | $3,640 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $328.48万 | 0.04% | 11,204 | 510 | 4.8% | $14.95万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $329.23万 | 0.04% | 48,963 | 1,230 | 2.6% | $8.27万 | 加仓 |
| IQV | IQVIA HLDGS INC | $330.12万 | 0.04% | 17,085 | 573 | 3.5% | $11.07万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $331.85万 | 0.04% | 3,281 | -13 | -0.4% | -$1.31万 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $334.14万 | 0.04% | 69,130 | -1,663 | -2.3% | -$8.04万 | 减仓 |
| CRM | SALESFORCE INC | $337.87万 | 0.04% | 21,567 | -1,852 | -7.9% | -$29.01万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $338.43万 | 0.04% | 18,707 | -382 | -2.0% | -$6.91万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $342.50万 | 0.04% | 91,923 | 61,495 | 202.1% | $229.13万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $342.66万 | 0.04% | 9,673 | 71 | 0.7% | $2.52万 | 加仓 |
| WMG | WARNER MUSIC GROUP CORP | $346.83万 | 0.04% | 128,125 | -2,132 | -1.6% | -$5.77万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $352.50万 | 0.04% | 27,848 | -624 | -2.2% | -$7.90万 | 减仓 |
| MDYV | SPDR SERIES TRUST | $354.38万 | 0.04% | 37,362 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $363.66万 | 0.04% | 13,370 | -68 | -0.5% | -$1.85万 | 减仓 |
| TIP | ISHARES TR | $365.80万 | 0.04% | 33,428 | 115 | 0.3% | $1.26万 | 加仓 |
| GE | GE AEROSPACE | $368.69万 | 0.04% | 9,865 | -283 | -2.8% | -$10.58万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $368.92万 | 0.04% | 20,698 | -177 | -0.8% | -$3.15万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $371.70万 | 0.04% | 28,108 | 2 | 0.0% | $264 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $377.78万 | 0.04% | 35,535 | -768 | -2.1% | -$8.16万 | 减仓 |
| CVS | CVS HEALTH CORP | $383.35万 | 0.04% | 37,057 | -59 | -0.2% | -$6,104 | 减仓 |
| DE | DEERE & CO | $383.55万 | 0.04% | 6,047 | -173 | -2.8% | -$10.97万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $390.96万 | 0.04% | 67,594 | -4,275 | -5.9% | -$24.73万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $394.29万 | 0.04% | 31,604 | 14,865 | 88.8% | $185.46万 | 加仓 |
| NTR | NUTRIEN LTD | $402.31万 | 0.04% | 63,910 | -3,168 | -4.7% | -$19.94万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $403.11万 | 0.04% | 9,699 | 782 | 8.8% | $32.50万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $406.54万 | 0.04% | 7,982 | -5 | -0.1% | -$2,547 | 减仓 |
| SCHJ | SCHWAB STRATEGIC TR | $407.55万 | 0.04% | 165,267 | -2,054 | -1.2% | -$5.07万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $416.66万 | 0.04% | 6,682 | -69 | -1.0% | -$4.30万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $429.90万 | 0.05% | 32,365 | -1,285 | -3.8% | -$17.07万 | 减仓 |
| AON | AON PLC | $432.59万 | 0.05% | 13,042 | -63 | -0.5% | -$2.09万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $433.57万 | 0.05% | 60,554 | -5,732 | -8.6% | -$41.04万 | 减仓 |
| BAC | BANK OF AMER CORP | $440.80万 | 0.05% | 77,360 | 196 | 0.3% | $1.12万 | 加仓 |
| IJJ | ISHARES TR | $443.31万 | 0.05% | 30,008 | 62 | 0.2% | $9,159 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $455.81万 | 0.05% | 85,695 | -1,080 | -1.2% | -$5.74万 | 减仓 |
| EMB | ISHARES TR | $457.82万 | 0.05% | 47,472 | 3,645 | 8.3% | $35.15万 | 加仓 |
| GLW | CORNING INC | $460.69万 | 0.05% | 18,036 | -783 | -4.2% | -$20.00万 | 减仓 |
| IAU | ISHARES GOLD TR | $460.71万 | 0.05% | 61,013 | -2,750 | -4.3% | -$20.77万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $466.69万 | 0.05% | 4,043 | -306 | -7.0% | -$35.32万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $467.28万 | 0.05% | 93,868 | -1,092 | -1.1% | -$5.44万 | 减仓 |
| JNK | SPDR SERIES TRUST | $467.39万 | 0.05% | 48,499 | 9,408 | 24.1% | $90.67万 | 加仓 |
| GWX | SPDR INDEX SHS FDS | $467.55万 | 0.05% | 106,845 | -389 | -0.4% | -$1.70万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $472.37万 | 0.05% | 37,490 | -496 | -1.3% | -$6.25万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $480.72万 | 0.05% | 54,771 | -2,270 | -4.0% | -$19.92万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $485.50万 | 0.05% | 30,933 | -1,097 | -3.4% | -$17.22万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $493.86万 | 0.05% | 41,504 | -1,268 | -3.0% | -$15.09万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $495.64万 | 0.05% | 7,047 | -365 | -4.9% | -$25.67万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $505.68万 | 0.05% | 57,542 | -3,236 | -5.3% | -$28.44万 | 减仓 |
| CVX | CHEVRON CORPORATION | $513.62万 | 0.05% | 30,986 | -1,226 | -3.8% | -$20.32万 | 减仓 |
| TSLA | TESLA INC | $515.24万 | 0.05% | 12,250 | -62 | -0.5% | -$2.61万 | 减仓 |