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 |
|---|---|---|---|---|---|---|---|---|
| — | HOLOGIC INC | $0 | 0.00% | 0 | -17,353 | -100.0% | -$131.17万 | 清仓 |
| BOND | PIMCO ETF TR | $0 | 0.00% | 0 | -5,425 | -100.0% | -$50.07万 | 清仓 |
| AMTM | AMENTUM HOLDINGS INC | $0 | 0.00% | 0 | -18,402 | -100.0% | -$47.99万 | 清仓 |
| VVR | INVESCO SR INCOME TR | $0 | 0.00% | 0 | -139,356 | -100.0% | -$44.87万 | 清仓 |
| MICC | MAGNUM ICE CREAM CO NV | $0 | 0.00% | 0 | -27,647 | -100.0% | -$41.33万 | 清仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -18,471 | -100.0% | -$38.72万 | 清仓 |
| SNDK | SANDISK CORP | $0 | 0.00% | 0 | -569 | -100.0% | -$36.15万 | 清仓 |
| OVL | LISTED FDS TR | $0 | 0.00% | 0 | -7,066 | -100.0% | -$35.54万 | 清仓 |
| FVCB | FVCBANKCORP INC | $0 | 0.00% | 0 | -21,438 | -100.0% | -$32.56万 | 清仓 |
| EFX | EQUIFAX INC | $0 | 0.00% | 0 | -1,444 | -100.0% | -$26.01万 | 清仓 |
| AMT | AMERICAN TOWER CORP | $0 | 0.00% | 0 | -1,454 | -100.0% | -$25.09万 | 清仓 |
| ORI | OLD REP INTL CORP | $0 | 0.00% | 0 | -6,282 | -100.0% | -$25.07万 | 清仓 |
| YUMC | YUM CHINA HLDGS INC | $0 | 0.00% | 0 | -5,125 | -100.0% | -$25.00万 | 清仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -2,857 | -100.0% | -$24.76万 | 清仓 |
| YOU | CLEAR SECURE INC | $0 | 0.00% | 0 | -5,108 | -100.0% | -$24.73万 | 清仓 |
| — | WISDOMTREE TR | $0 | 0.00% | 0 | -5,605 | -100.0% | -$24.36万 | 清仓 |
| NYF | ISHARES TR | $0 | 0.00% | 0 | -4,557 | -100.0% | -$24.21万 | 清仓 |
| TMUS | T-MOBILE US INC | $0 | 0.00% | 0 | -1,113 | -100.0% | -$23.38万 | 清仓 |
| KR | KROGER CO | $0 | 0.00% | 0 | -3,177 | -100.0% | -$22.99万 | 清仓 |
| EXE | EXPAND ENERGY CORPORATION | $0 | 0.00% | 0 | -2,000 | -100.0% | -$21.96万 | 清仓 |
| SRE | SEMPRA | $0 | 0.00% | 0 | -2,183 | -100.0% | -$21.21万 | 清仓 |
| AN | AUTONATION INC | $0 | 0.00% | 0 | -1,074 | -100.0% | -$20.97万 | 清仓 |
| MELI | MERCADOLIBRE INC | $0 | 0.00% | 0 | -119 | -100.0% | -$20.63万 | 清仓 |
| IXC | ISHARES TR | $0 | 0.00% | 0 | -3,540 | -100.0% | -$20.39万 | 清仓 |
| WEC | WEC ENERGY GROUP INC | $0 | 0.00% | 0 | -1,747 | -100.0% | -$20.22万 | 清仓 |
| FNB | F N B CORP | $0 | 0.00% | 0 | -10,093 | -100.0% | -$16.88万 | 清仓 |
| — | BRC INC | $0 | 0.00% | 0 | -100,000 | -100.0% | -$7.76万 | 清仓 |
| WEST | WESTROCK COFFEE CO | $0 | 0.00% | 0 | -15,000 | -100.0% | -$6.38万 | 清仓 |
| — | ZEVIA PBC | $0 | 0.00% | 0 | -10,040 | -100.0% | -$1.17万 | 清仓 |
| — | GABELLI EQUITY TR INC | $0 | 0.00% | 0 | -17,210 | -100.0% | -$121 | 清仓 |
| — | CEA INDUSTRIES INC | $0 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| — | INMUNE BIO INC | $2.86万 | 0.00% | 17,575 | 0 | 0.0% | — | 不变 |
| LAC | LITHIUM AMERS CORP NEW | $5.58万 | 0.00% | 14,500 | 0 | 0.0% | — | 不变 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $5.84万 | 0.00% | 11,696 | 0 | 0.0% | — | 不变 |
| GGN | GAMCO GLOBAL GOLD NAT RES & | $5.92万 | 0.00% | 12,231 | -2,032 | -14.2% | -$9,835 | 减仓 |
| PSEC | PROSPECT CAP CORP | $6.08万 | 0.00% | 26,334 | 0 | 0.0% | — | 不变 |
| — | GLIMPSE GROUP INC | $6.32万 | 0.00% | 82,143 | 0 | 0.0% | — | 不变 |
| CXM | SPRINKLR INC | $7.81万 | 0.00% | 15,141 | 0 | 0.0% | — | 不变 |
| — | OSISKO DEVELOPMENT CORP | $8.66万 | 0.00% | 35,218 | 0 | 0.0% | — | 不变 |
| GAB | GABELLI EQUITY TR INC | $9.74万 | 0.00% | 17,200 | 0 | 0.0% | — | 不变 |
| HLN | HALEON PLC | $9.86万 | 0.00% | 10,571 | 10,571 | — | $9.86万 | 新建仓 |
| — | PUTNAM ETF TRUST | $11.69万 | 0.00% | 14,747 | 0 | 0.0% | — | 不变 |
| LAR | LITHIUM ARGENTINA AG | $11.99万 | 0.00% | 14,500 | 0 | 0.0% | — | 不变 |
| NUV | NUVEEN MUN VALUE FD INC | $12.77万 | 0.00% | 13,856 | 50 | 0.4% | $461 | 加仓 |
| FTMA | PUTNAM ETF TRUST | $15.61万 | 0.00% | 17,111 | 0 | 0.0% | — | 不变 |
| SAIL | SAILPOINT INC | $16.53万 | 0.00% | 11,290 | 11,290 | — | $16.53万 | 新建仓 |
| VLY | VALLEY NATL BANCORP | $17.62万 | 0.00% | 12,030 | 548 | 4.8% | $8,028 | 加仓 |
| AGI | ALAMOS GOLD INC | $20.02万 | 0.00% | 6,598 | 98 | 1.5% | $2,973 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $20.20万 | 0.00% | 4,477 | 4,477 | — | $20.20万 | 新建仓 |
| DSTL | ETF SER SOLUTIONS | $20.56万 | 0.00% | 3,432 | 0 | 0.0% | — | 重新持有 |
| WTRG | ESSENTIAL UTILS INC | $20.75万 | 0.00% | 5,417 | 1 | 0.0% | $38 | 加仓 |
| FISV | FISERV INC | $20.85万 | 0.00% | 4,251 | -1,019 | -19.3% | -$5.00万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $20.91万 | 0.00% | 1,015 | 1,015 | — | $20.91万 | 新建仓 |
| WPC | WP CAREY INC | $20.96万 | 0.00% | 2,931 | 2,931 | — | $20.96万 | 新建仓 |
| RF | REGIONS FINANCIAL CORP NEW | $21.10万 | 0.00% | 6,985 | -921 | -11.6% | -$2.78万 | 重新持有 |
| VMRK | EQUITY RESIDENTIAL | $21.13万 | 0.00% | 3,111 | 3,111 | — | $21.13万 | 新建仓 |
| SPIB | SPDR SERIES TRUST | $21.29万 | 0.00% | 6,362 | 0 | 0.0% | — | 不变 |
| NUDM | NUSHARES ETF TR | $21.47万 | 0.00% | 5,364 | 5,364 | — | $21.47万 | 新建仓 |
| LVHI | LEGG MASON ETF INVT | $21.49万 | 0.00% | 5,294 | 4 | 0.1% | $162 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $21.54万 | 0.00% | 2,381 | -56 | -2.3% | -$5,066 | 重新持有 |
| FMAT | FIDELITY COVINGTON TRUST | $21.60万 | 0.00% | 3,691 | 0 | 0.0% | — | 不变 |
| DNA | GINKGO BIOWORKS HOLDINGS INC | $21.63万 | 0.00% | 21,828 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $21.68万 | 0.00% | 376 | 0 | 0.0% | — | 不变 |
| CINF | CINCINNATI FINL CORP | $21.85万 | 0.00% | 1,180 | 1,180 | — | $21.85万 | 新建仓 |
| WMB | WILLIAMS COS INC | $21.86万 | 0.00% | 2,941 | -350 | -10.6% | -$2.60万 | 减仓 |
| DDWM | WISDOMTREE TR | $21.90万 | 0.00% | 4,742 | -5,090 | -51.8% | -$23.51万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $21.91万 | 0.00% | 9,075 | 0 | 0.0% | — | 不变 |
| DBEF | DBX ETF TR | $22.00万 | 0.00% | 4,027 | 4,027 | — | $22.00万 | 新建仓 |
| GOVT | ISHARES TR | $22.15万 | 0.00% | 9,724 | 493 | 5.3% | $1.12万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $22.21万 | 0.00% | 1,864 | 1,864 | — | $22.21万 | 新建仓 |
| QUAL | ISHARES TR | $22.43万 | 0.00% | 1,022 | 1,022 | — | $22.43万 | 新建仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $22.54万 | 0.00% | 2,471 | 2,471 | — | $22.54万 | 新建仓 |
| IDU | ISHARES TR | $22.59万 | 0.00% | 1,971 | 0 | 0.0% | — | 不变 |
| IEX | IDEX CORP | $22.70万 | 0.00% | 1,000 | 1,000 | — | $22.70万 | 新建仓 |
| GSBC | GREAT SOUTHN BANCORP INC | $23.01万 | 0.00% | 2,935 | 2,935 | — | $23.01万 | 新建仓 |
| S | SENTINELONE INC | $23.07万 | 0.00% | 13,595 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $23.09万 | 0.00% | 775 | 775 | — | $23.09万 | 新建仓 |
| USMV | ISHARES TR | $23.34万 | 0.00% | 2,420 | -114 | -4.5% | -$1.10万 | 减仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $23.35万 | 0.00% | 614 | 614 | — | $23.35万 | 新建仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $23.67万 | 0.00% | 2,672 | 26 | 1.0% | $2,304 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $23.76万 | 0.00% | 5,396 | -20,724 | -79.3% | -$91.25万 | 重新持有 |
| NXPI | NXP SEMICONDUCTORS N V | $23.89万 | 0.00% | 850 | 850 | — | $23.89万 | 新建仓 |
| AWR | AMER STATES WTR CO | $23.92万 | 0.00% | 2,895 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $24.01万 | 0.00% | 922 | 22 | 2.4% | $5,729 | 加仓 |
| LTPZ | PIMCO ETF TR | $24.09万 | 0.00% | 4,757 | 0 | 0.0% | — | 不变 |
| PFM | INVESCO EXCHANGE TRADED FD T | $24.15万 | 0.00% | 4,355 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $24.19万 | 0.00% | 645 | -43 | -6.2% | -$1.61万 | 减仓 |
| HSBC | HSBC HLDGS PLC | $24.22万 | 0.00% | 2,547 | 2,547 | — | $24.22万 | 新建仓 |
| EWA | ISHARES INC | $24.25万 | 0.00% | 8,610 | 120 | 1.4% | $3,379 | 加仓 |
| FNV | FRANCO NEV CORP | $24.44万 | 0.00% | 1,173 | 1,173 | — | $24.44万 | 新建仓 |
| EES | WISDOMTREE TR | $24.55万 | 0.00% | 3,621 | -3,700 | -50.5% | -$25.08万 | 减仓 |
| IRM | IRON MTN INC DEL | $24.64万 | 0.00% | 1,951 | 1,951 | — | $24.64万 | 新建仓 |
| SPSB | SPDR SERIES TRUST | $24.71万 | 0.00% | 8,234 | 0 | 0.0% | — | 不变 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $25.52万 | 0.00% | 964 | 0 | 0.0% | — | 不变 |
| FENY | FIDELITY COVINGTON TRUST | $25.53万 | 0.00% | 8,636 | 0 | 0.0% | — | 不变 |
| PHO | INVESCO EXCHANGE TRADED FD T | $25.54万 | 0.00% | 3,697 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $25.71万 | 0.00% | 18,494 | 1,496 | 8.8% | $2.08万 | 加仓 |
| DG | DOLLAR GEN CORP | $25.73万 | 0.00% | 2,235 | -2 | -0.1% | -$230 | 减仓 |
| EQT | EQT CORP | $25.80万 | 0.00% | 4,852 | 102 | 2.1% | $5,423 | 加仓 |
| GSK | GSK PLC | $25.85万 | 0.00% | 4,931 | 541 | 12.3% | $2.84万 | 加仓 |