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 |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | $5.42亿 | 6.50% | 1,241,457 | 44,669 | 3.7% | $1,951.10万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $3.47亿 | 4.16% | 1,768,345 | 64,657 | 3.8% | $1,268.57万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $3.47亿 | 4.16% | 1,612,753 | 61,975 | 4.0% | $1,332.83万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $3.43亿 | 4.11% | 5,345,932 | -159,700 | -2.9% | -$1,023.36万 | 减仓 |
| IEFA | ISHARES TR | $3.19亿 | 3.83% | 3,526,617 | 22,749 | 0.6% | $205.95万 | 加仓 |
| STIP | ISHARES TR | $2.53亿 | 3.03% | 2,442,854 | 163,586 | 7.2% | $1,691.97万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $2.19亿 | 2.62% | 2,188,303 | 108,785 | 5.2% | $1,086.33万 | 加仓 |
| AAPL | APPLE INC | $1.95亿 | 2.34% | 769,372 | -43,672 | -5.4% | -$1,108.35万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1.88亿 | 2.25% | 4,831,430 | -16,672 | -0.3% | -$64.79万 | 减仓 |
| IJR | ISHARES TR | $1.75亿 | 2.10% | 1,408,253 | -2,096 | -0.1% | -$26.06万 | 减仓 |
| IVV | ISHARES TR | $1.59亿 | 1.91% | 243,877 | -14,590 | -5.6% | -$953.03万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $1.45亿 | 1.74% | 3,221,110 | -81,290 | -2.5% | -$366.78万 | 减仓 |
| MSFT | MICROSOFT CORP | $1.40亿 | 1.67% | 377,588 | -10,086 | -2.6% | -$373.35万 | 减仓 |
| IUSV | ISHARES TR | $1.21亿 | 1.46% | 1,187,481 | -6,411 | -0.5% | -$65.55万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1.18亿 | 1.41% | 2,233,998 | -45,763 | -2.0% | -$241.54万 | 减仓 |
| IWF | ISHARES TR | $1.16亿 | 1.39% | 272,057 | 1,695 | 0.6% | $72.27万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $1.14亿 | 1.37% | 1,027,703 | 33,490 | 3.4% | $372.34万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $1.06亿 | 1.27% | 2,179,811 | -14,895 | -0.7% | -$72.18万 | 减仓 |
| EFV | ISHARES TR | $9,926.37万 | 1.19% | 1,335,086 | -159,497 | -10.7% | -$1,185.86万 | 减仓 |
| AVGO | BROADCOM INC | $9,809.53万 | 1.18% | 316,938 | -21,783 | -6.4% | -$674.20万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $9,683.31万 | 1.16% | 2,763,501 | 103,055 | 3.9% | $361.10万 | 加仓 |
| GOOG | ALPHABET INC | $9,571.37万 | 1.15% | 333,660 | -34,234 | -9.3% | -$982.04万 | 减仓 |
| IEMG | ISHARES INC | $9,438.16万 | 1.13% | 1,353,141 | -13,156 | -1.0% | -$91.76万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $8,823.77万 | 1.06% | 1,632,519 | -55,709 | -3.3% | -$301.11万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $8,509.82万 | 1.02% | 251,807 | -5,151 | -2.0% | -$174.08万 | 减仓 |
| IJS | ISHARES TR | $8,428.77万 | 1.01% | 711,589 | -27,566 | -3.7% | -$326.52万 | 减仓 |
| IWD | ISHARES TR | $7,767.34万 | 0.93% | 363,520 | -1,259 | -0.3% | -$26.90万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $7,725.53万 | 0.93% | 1,089,484 | -46,626 | -4.1% | -$330.62万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $7,369.70万 | 0.88% | 339,227 | -8,142 | -2.3% | -$176.88万 | 减仓 |
| IVW | ISHARES TR | $7,198.13万 | 0.86% | 636,384 | -20,540 | -3.1% | -$232.33万 | 减仓 |
| SCZ | ISHARES TR | $7,016.60万 | 0.84% | 894,861 | -21,394 | -2.3% | -$167.75万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $6,819.71万 | 0.82% | 860,315 | -52,838 | -5.8% | -$418.85万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $6,238.41万 | 0.75% | 212,075 | -3,386 | -1.6% | -$99.60万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $6,227.19万 | 0.75% | 95,753 | -860 | -0.9% | -$55.93万 | 减仓 |
| LOW | LOWES COS INC | $6,066.85万 | 0.73% | 256,765 | -19,815 | -7.2% | -$468.19万 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST | $5,952.30万 | 0.71% | 1,847,391 | 224,570 | 13.8% | $723.56万 | 加仓 |
| CSCO | CISCO SYS INC | $5,761.33万 | 0.69% | 742,536 | -21,256 | -2.8% | -$164.93万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $5,498.85万 | 0.66% | 171,405 | 518 | 0.3% | $16.62万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $5,477.28万 | 0.66% | 499,341 | 6,769 | 1.4% | $74.25万 | 加仓 |
| IUSG | ISHARES TR | $5,464.92万 | 0.65% | 352,325 | 5,165 | 1.5% | $80.11万 | 加仓 |
| BLK | BLACKROCK INC | $5,372.23万 | 0.64% | 55,861 | -1,214 | -2.1% | -$116.75万 | 减仓 |
| IJH | ISHARES TR | $5,208.63万 | 0.62% | 771,306 | -26,934 | -3.4% | -$181.89万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $5,184.65万 | 0.62% | 212,103 | -8,063 | -3.7% | -$197.09万 | 减仓 |
| EFA | ISHARES TR | $5,181.40万 | 0.62% | 533,450 | -6,895 | -1.3% | -$66.97万 | 减仓 |
| AMZN | AMAZON COM INC | $4,957.58万 | 0.59% | 238,036 | -3,251 | -1.3% | -$67.71万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $4,582.11万 | 0.55% | 733,725 | -9,673 | -1.3% | -$60.41万 | 减仓 |
| LLY | ELI LILLY & CO | $4,363.00万 | 0.52% | 47,436 | -668 | -1.4% | -$61.44万 | 减仓 |
| IWM | ISHARES TR | $3,943.41万 | 0.47% | 159,008 | -3,260 | -2.0% | -$80.85万 | 减仓 |
| V | VISA INC | $3,873.33万 | 0.46% | 128,154 | -2,330 | -1.8% | -$70.42万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $3,709.09万 | 0.44% | 1,446,603 | -49,809 | -3.3% | -$127.71万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $3,607.99万 | 0.43% | 507,238 | -10,984 | -2.1% | -$78.13万 | 减仓 |
| REET | ISHARES TR | $3,470.45万 | 0.42% | 1,379,901 | 80,735 | 6.2% | $203.05万 | 加仓 |
| AMGN | AMGEN INC | $3,436.25万 | 0.41% | 97,662 | -4,769 | -4.7% | -$167.80万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $3,231.90万 | 0.39% | 418,748 | -33,105 | -7.3% | -$255.50万 | 减仓 |
| JPUS | J P MORGAN EXCHANGE TRADED F | $3,215.82万 | 0.39% | 246,972 | -17,590 | -6.6% | -$229.04万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $3,204.77万 | 0.38% | 175,768 | -8,971 | -4.9% | -$163.57万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $3,203.73万 | 0.38% | 377,620 | -8,345 | -2.2% | -$70.80万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $3,121.75万 | 0.37% | 625,727 | -15,310 | -2.4% | -$76.38万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $3,051.77万 | 0.37% | 146,656 | -4,532 | -3.0% | -$94.31万 | 减仓 |
| SUB | ISHARES TR | $2,933.01万 | 0.35% | 275,400 | 22,778 | 9.0% | $242.59万 | 加仓 |
| MBB | ISHARES TR | $2,805.15万 | 0.34% | 295,435 | 1,905 | 0.6% | $18.09万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $2,715.21万 | 0.33% | 932,102 | -33,201 | -3.4% | -$96.71万 | 减仓 |
| VB | VANGUARD INDEX FDS | $2,706.21万 | 0.32% | 103,322 | -5,497 | -5.1% | -$143.98万 | 减仓 |
| GOOGL | ALPHABET INC | $2,640.93万 | 0.32% | 91,839 | -6,724 | -6.8% | -$193.36万 | 减仓 |
| EMR | EMERSON ELEC CO | $2,572.28万 | 0.31% | 196,327 | -4,479 | -2.2% | -$58.68万 | 减仓 |
| IAGG | ISHARES TR | $2,537.89万 | 0.30% | 507,173 | -2,902 | -0.6% | -$14.52万 | 减仓 |
| IWN | ISHARES TR | $2,477.68万 | 0.30% | 130,686 | -2,285 | -1.7% | -$43.32万 | 减仓 |
| WMT | WALMART INC | $2,415.97万 | 0.29% | 194,397 | -6,756 | -3.4% | -$83.96万 | 减仓 |
| IWB | ISHARES TR | $2,399.53万 | 0.29% | 67,297 | -688 | -1.0% | -$24.53万 | 减仓 |
| PEP | PEPSICO INC | $2,366.00万 | 0.28% | 152,360 | 2,803 | 1.9% | $43.53万 | 加仓 |
| MUB | ISHARES TR | $2,270.86万 | 0.27% | 213,929 | -1,163 | -0.5% | -$12.35万 | 减仓 |
| HD | HOME DEPOT INC | $2,244.62万 | 0.27% | 68,248 | -13,657 | -16.7% | -$449.17万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $2,159.12万 | 0.26% | 697,391 | -31,518 | -4.3% | -$97.58万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $2,082.31万 | 0.25% | 144,164 | 1,479 | 1.0% | $21.36万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $2,072.29万 | 0.25% | 525,429 | 2,310 | 0.4% | $9.11万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $2,052.42万 | 0.25% | 606,150 | -9,323 | -1.5% | -$31.57万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $1,912.13万 | 0.23% | 31,637 | -768 | -2.4% | -$46.42万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,896.47万 | 0.23% | 39,576 | -56,971 | -59.0% | -$2,730.03万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,896.37万 | 0.23% | 108,737 | -2,456 | -2.2% | -$42.83万 | 减仓 |
| FLOT | ISHARES TR | $1,877.09万 | 0.22% | 368,417 | -20,521 | -5.3% | -$104.55万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $1,868.98万 | 0.22% | 238,360 | -9,165 | -3.7% | -$71.86万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $1,866.07万 | 0.22% | 701,267 | -49,597 | -6.6% | -$131.98万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $1,859.97万 | 0.22% | 91,543 | -3,720 | -3.9% | -$75.58万 | 减仓 |
| DOV | DOVER CORP | $1,853.31万 | 0.22% | 88,909 | -1,720 | -1.9% | -$35.85万 | 减仓 |
| VO | VANGUARD INDEX FDS | $1,846.38万 | 0.22% | 64,293 | -4,854 | -7.0% | -$139.40万 | 减仓 |
| AGG | ISHARES TR | $1,841.47万 | 0.22% | 185,501 | -6,022 | -3.1% | -$59.78万 | 减仓 |
| OMC | OMNICOM GROUP INC | $1,833.47万 | 0.22% | 243,456 | -8,704 | -3.5% | -$65.55万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $1,818.78万 | 0.22% | 246,982 | 9,436 | 4.0% | $69.49万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,750.01万 | 0.21% | 29,286 | 494 | 1.7% | $29.52万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,745.58万 | 0.21% | 210,946 | 194 | 0.1% | $1.61万 | 加仓 |
| ABBV | ABBVIE INC | $1,685.21万 | 0.20% | 77,484 | 3,799 | 5.2% | $82.62万 | 加仓 |
| MGC | VANGUARD WORLD FD | $1,595.14万 | 0.19% | 67,491 | -397 | -0.6% | -$9.38万 | 减仓 |
| IVE | ISHARES TR | $1,532.88万 | 0.18% | 72,597 | -2,492 | -3.3% | -$52.62万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $1,506.93万 | 0.18% | 443,607 | -37,318 | -7.8% | -$126.77万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $1,495.86万 | 0.18% | 70,011 | -7,164 | -9.3% | -$153.07万 | 减仓 |
| ORCL | ORACLE CORP | $1,437.87万 | 0.17% | 97,741 | -2,111 | -2.1% | -$31.05万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,436.36万 | 0.17% | 178,253 | -29 | -0.0% | -$2,337 | 减仓 |
| VOE | VANGUARD INDEX FDS | $1,422.66万 | 0.17% | 77,201 | -5,814 | -7.0% | -$107.14万 | 减仓 |
| ESGD | ISHARES TR | $1,417.50万 | 0.17% | 148,243 | -1,301 | -0.9% | -$12.44万 | 减仓 |
| SYK | STRYKER CORPORATION | $1,394.48万 | 0.17% | 42,438 | -749 | -1.7% | -$24.61万 | 减仓 |