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 |
|---|---|---|---|---|---|---|---|---|
| ASML | ASML HLDG NV | $1,385.47万 | 0.17% | 10,489 | -570 | -5.2% | -$75.29万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,382.06万 | 0.17% | 354,738 | 1,231 | 0.3% | $4.80万 | 加仓 |
| KO | COCA COLA CO | $1,370.05万 | 0.16% | 180,152 | 4,859 | 2.8% | $36.95万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $1,362.28万 | 0.16% | 144,955 | -1,524 | -1.0% | -$14.32万 | 减仓 |
| TGT | TARGET CORP | $1,358.27万 | 0.16% | 112,069 | -5,482 | -4.7% | -$66.44万 | 减仓 |
| ESML | ISHARES TR | $1,351.25万 | 0.16% | 287,377 | 1,102 | 0.4% | $5.18万 | 加仓 |
| AMAT | APPLIED MATLS INC | $1,344.19万 | 0.16% | 39,328 | -2,244 | -5.4% | -$76.70万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $1,285.40万 | 0.15% | 42,528 | -8,607 | -16.8% | -$260.14万 | 减仓 |
| — | EXXON MOBIL CORP | $1,279.89万 | 0.15% | 75,438 | 2,743 | 3.8% | $46.54万 | 加仓 |
| SBUX | STARBUCKS CORP | $1,246.37万 | 0.15% | 139,119 | -264 | -0.2% | -$2.37万 | 减仓 |
| SUSB | ISHARES TR | $1,222.49万 | 0.15% | 487,729 | 7,042 | 1.5% | $17.65万 | 加仓 |
| NVO | NOVO-NORDISK A S | $1,218.63万 | 0.15% | 331,601 | -10,881 | -3.2% | -$39.99万 | 减仓 |
| CWB | SPDR SERIES TRUST | $1,202.47万 | 0.14% | 131,389 | -8,942 | -6.4% | -$81.84万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $1,177.49万 | 0.14% | 80,766 | -3,778 | -4.5% | -$55.08万 | 减仓 |
| HUBB | HUBBELL INC | $1,174.31万 | 0.14% | 23,929 | -608 | -2.5% | -$29.84万 | 减仓 |
| RTX | RTX CORPORATION | $1,086.04万 | 0.13% | 56,301 | 2,684 | 5.0% | $51.77万 | 加仓 |
| MGV | VANGUARD WORLD FD | $1,083.82万 | 0.13% | 74,772 | 1,258 | 1.7% | $18.23万 | 加仓 |
| MCD | MCDONALDS CORP | $1,073.64万 | 0.13% | 34,545 | 1,663 | 5.1% | $51.69万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $1,066.38万 | 0.13% | 103,865 | -1,439 | -1.4% | -$14.77万 | 减仓 |
| TFC | TRUIST FINL CORP | $1,040.90万 | 0.12% | 226,430 | -9,734 | -4.1% | -$44.75万 | 减仓 |
| FDX | FEDEX CORP | $1,026.87万 | 0.12% | 28,830 | -787 | -2.7% | -$28.03万 | 减仓 |
| DFGP | DIMENSIONAL ETF TRUST | $1,015.95万 | 0.12% | 188,173 | 283 | 0.2% | $1.53万 | 加仓 |
| IEF | ISHARES TR | $1,011.53万 | 0.12% | 105,986 | 62,445 | 143.4% | $595.97万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $1,006.21万 | 0.12% | 113,440 | -877 | -0.8% | -$7.78万 | 减仓 |
| UL | UNILEVER PLC | $1,005.76万 | 0.12% | 176,542 | -8,786 | -4.7% | -$50.05万 | 减仓 |
| VCEB | VANGUARD WORLD FD | $972.51万 | 0.12% | 154,784 | 9,359 | 6.4% | $58.80万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $965.06万 | 0.12% | 50,285 | 247 | 0.5% | $4.74万 | 加仓 |
| RWO | SPDR INDEX SHS FDS | $934.04万 | 0.11% | 204,073 | -3,741 | -1.8% | -$17.12万 | 减仓 |
| EEMV | ISHARES INC | $931.26万 | 0.11% | 143,869 | -4,751 | -3.2% | -$30.75万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $923.65万 | 0.11% | 20,685 | -590 | -2.8% | -$26.35万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $921.58万 | 0.11% | 191,796 | 37,724 | 24.5% | $181.26万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $920.47万 | 0.11% | 98,646 | -8,977 | -8.3% | -$83.76万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $911.73万 | 0.11% | 199,721 | -60,410 | -23.2% | -$275.77万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $909.04万 | 0.11% | 92,401 | -14,609 | -13.7% | -$143.72万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $895.33万 | 0.11% | 30,583 | -736 | -2.4% | -$21.55万 | 减仓 |
| DIS | DISNEY WALT CO | $870.36万 | 0.10% | 90,305 | -5,099 | -5.3% | -$49.14万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $861.64万 | 0.10% | 204,083 | -3,626 | -1.7% | -$15.31万 | 减仓 |
| SYY | SYSCO CORP | $852.04万 | 0.10% | 119,451 | 1,880 | 1.6% | $13.41万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $831.98万 | 0.10% | 87,966 | -5,418 | -5.8% | -$51.24万 | 减仓 |
| ESGU | ISHARES TR | $799.25万 | 0.10% | 56,516 | -674 | -1.2% | -$9.53万 | 减仓 |
| QQQ | INVESCO QQQ TR | $793.86万 | 0.10% | 13,754 | -446 | -3.1% | -$25.74万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $793.83万 | 0.10% | 50,472 | -1,248 | -2.4% | -$19.63万 | 减仓 |
| FTNT | FORTINET INC | $784.03万 | 0.09% | 95,941 | -2,191 | -2.2% | -$17.90万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $781.26万 | 0.09% | 52,752 | -706 | -1.3% | -$10.46万 | 减仓 |
| AFL | AFLAC INC | $771.51万 | 0.09% | 70,322 | 1,394 | 2.0% | $15.29万 | 加仓 |
| IWO | ISHARES TR | $770.93万 | 0.09% | 24,567 | 135 | 0.6% | $4.24万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $768.42万 | 0.09% | 90,159 | -5,389 | -5.6% | -$45.93万 | 减仓 |
| ITOT | ISHARES TR | $760.96万 | 0.09% | 53,427 | -1,025 | -1.9% | -$14.60万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $728.05万 | 0.09% | 128,677 | 6,563 | 5.4% | $37.13万 | 加仓 |
| GLD | SPDR GOLD TR | $716.39万 | 0.09% | 16,649 | -709 | -4.1% | -$30.51万 | 减仓 |
| ESGE | ISHARES INC | $706.48万 | 0.08% | 155,372 | 2,811 | 1.8% | $12.78万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $696.80万 | 0.08% | 281,536 | -11,142 | -3.8% | -$27.58万 | 减仓 |
| IWS | ISHARES TR | $693.55万 | 0.08% | 47,588 | -338 | -0.7% | -$4.93万 | 减仓 |
| IWR | ISHARES TR | $691.14万 | 0.08% | 71,083 | -608 | -0.8% | -$5.91万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $675.43万 | 0.08% | 6,778 | 384 | 6.0% | $38.27万 | 加仓 |
| CVX | CHEVRON CORPORATION | $666.47万 | 0.08% | 32,212 | 858 | 2.7% | $17.75万 | 加仓 |
| IWP | ISHARES TR | $654.57万 | 0.08% | 51,091 | -1,294 | -2.5% | -$16.58万 | 减仓 |
| MCK | MCKESSON CORP | $646.99万 | 0.08% | 7,477 | 221 | 3.0% | $19.12万 | 加仓 |
| VV | VANGUARD INDEX FDS | $642.17万 | 0.08% | 21,488 | -862 | -3.9% | -$25.76万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $631.59万 | 0.08% | 176,867 | -41 | -0.0% | -$1,464 | 减仓 |
| SPMD | SPDR SERIES TRUST | $631.33万 | 0.08% | 106,608 | -14,431 | -11.9% | -$85.46万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $611.59万 | 0.07% | 246,610 | 9,666 | 4.1% | $23.97万 | 加仓 |
| MRK | MERCK & CO INC | $589.59万 | 0.07% | 49,014 | 4,899 | 11.1% | $58.93万 | 加仓 |
| DON | WISDOMTREE TR | $579.82万 | 0.07% | 110,358 | -6,583 | -5.6% | -$34.59万 | 减仓 |
| META | META PLATFORMS INC | $575.79万 | 0.07% | 10,064 | -1,064 | -9.6% | -$60.87万 | 减仓 |
| VGT | VANGUARD WORLD FD | $570.02万 | 0.07% | 8,170 | -1,349 | -14.2% | -$94.12万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $564.03万 | 0.07% | 193,959 | 5,803 | 3.1% | $16.88万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $562.55万 | 0.07% | 18,598 | -82 | -0.4% | -$2.48万 | 减仓 |
| IAU | ISHARES GOLD TR | $562.13万 | 0.07% | 63,763 | -269 | -0.4% | -$2.37万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $546.00万 | 0.07% | 10,928 | -2,157 | -16.5% | -$107.77万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $544.92万 | 0.07% | 7,987 | -69 | -0.9% | -$4.71万 | 减仓 |
| RIO | RIO TINTO PLC | $532.55万 | 0.06% | 57,086 | -3,269 | -5.4% | -$30.50万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $529.79万 | 0.06% | 57,041 | 13,281 | 30.3% | $123.35万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $521.63万 | 0.06% | 6,751 | -8 | -0.1% | -$6,181 | 减仓 |
| SEIC | SEI INVTS CO | $520.69万 | 0.06% | 66,355 | -4,255 | -6.0% | -$33.39万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $517.50万 | 0.06% | 21,350 | -1,214 | -5.4% | -$29.43万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $510.93万 | 0.06% | 66,286 | 630 | 1.0% | $4.86万 | 加仓 |
| NTR | NUTRIEN LTD | $506.17万 | 0.06% | 67,078 | -2,274 | -3.3% | -$17.16万 | 减仓 |
| STM | STMICROELECTRONICS N V | $499.21万 | 0.06% | 144,489 | -11,301 | -7.3% | -$39.04万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $496.37万 | 0.06% | 64,372 | -4,835 | -7.0% | -$37.28万 | 减仓 |
| CAT | CATERPILLAR INC | $493.22万 | 0.06% | 6,962 | -114 | -1.6% | -$8.08万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $483.49万 | 0.06% | 37,986 | -1,438 | -3.6% | -$18.30万 | 减仓 |
| EEM | ISHARES TR | $475.46万 | 0.06% | 83,722 | -1,407 | -1.7% | -$7.99万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $472.76万 | 0.06% | 94,960 | -6,426 | -6.3% | -$31.99万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $465.19万 | 0.06% | 60,778 | -4,800 | -7.3% | -$36.74万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $458.61万 | 0.05% | 86,775 | -4,347 | -4.8% | -$22.97万 | 减仓 |
| TSLA | TESLA INC | $457.70万 | 0.05% | 12,312 | -1,697 | -12.1% | -$63.09万 | 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 |
| GWX | SPDR INDEX SHS FDS | $452.85万 | 0.05% | 107,234 | -30,693 | -22.3% | -$129.62万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $443.04万 | 0.05% | 32,030 | -405 | -1.2% | -$5.60万 | 减仓 |
| CRM | SALESFORCE INC | $437.16万 | 0.05% | 23,419 | -2,687 | -10.3% | -$50.16万 | 减仓 |
| ADBE | ADOBE INC | $435.57万 | 0.05% | 17,919 | -1,497 | -7.7% | -$36.39万 | 减仓 |
| AON | AON PLC | $423.01万 | 0.05% | 13,105 | -160 | -1.2% | -$5.16万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $418.78万 | 0.05% | 42,772 | 842 | 2.0% | $8.24万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $414.25万 | 0.05% | 71,869 | -5,215 | -6.8% | -$30.06万 | 减仓 |
| SCHJ | SCHWAB STRATEGIC TR | $413.70万 | 0.05% | 167,321 | -43,511 | -20.6% | -$107.58万 | 减仓 |
| EMB | ISHARES TR | $411.67万 | 0.05% | 43,827 | 890 | 2.1% | $8.36万 | 加仓 |
| IJJ | ISHARES TR | $396.79万 | 0.05% | 29,946 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC | $383.55万 | 0.05% | 33,650 | 753 | 2.3% | $8.58万 | 加仓 |
| BAC | BANK AMERICA CORP | $376.17万 | 0.05% | 77,164 | 1,217 | 1.6% | $5.93万 | 加仓 |