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 |
|---|---|---|---|---|---|---|---|---|
| ESGD | ISHARES TR | $1,510.57万 | 0.16% | 146,928 | -1,315 | -0.9% | -$13.52万 | 减仓 |
| NVO | NOVO-NORDISK A S | $1,465.99万 | 0.16% | 305,796 | -25,805 | -7.8% | -$123.71万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,455.35万 | 0.16% | 352,811 | -1,927 | -0.5% | -$7.95万 | 减仓 |
| KO | COCA COLA CO | $1,434.93万 | 0.15% | 176,563 | -3,589 | -2.0% | -$29.17万 | 减仓 |
| FTNT | FORTINET INC | $1,422.18万 | 0.15% | 92,578 | -3,363 | -3.5% | -$51.66万 | 减仓 |
| CWB | SPDR SERIES TRUST | $1,407.84万 | 0.15% | 130,573 | -816 | -0.6% | -$8.80万 | 减仓 |
| ORCL | ORACLE CORP | $1,407.69万 | 0.15% | 96,055 | -1,686 | -1.7% | -$24.71万 | 减仓 |
| TGT | TARGET CORP | $1,397.36万 | 0.15% | 106,987 | -5,082 | -4.5% | -$66.38万 | 减仓 |
| SBUX | STARBUCKS CORP | $1,377.89万 | 0.15% | 134,836 | -4,283 | -3.1% | -$43.77万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $1,317.79万 | 0.14% | 36,035 | -6,493 | -15.3% | -$237.45万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $1,313.90万 | 0.14% | 66,493 | -10,708 | -13.9% | -$211.59万 | 减仓 |
| SYK | STRYKER CORPORATION | $1,285.09万 | 0.14% | 40,817 | -1,621 | -3.8% | -$51.04万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $1,272.83万 | 0.14% | 137,947 | -7,008 | -4.8% | -$64.66万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $1,266.19万 | 0.14% | 320,229 | 143,362 | 81.1% | $566.85万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $1,246.63万 | 0.13% | 80,798 | 32 | 0.0% | $4,937 | 加仓 |
| SUSB | ISHARES TR | $1,243.65万 | 0.13% | 497,659 | 9,930 | 2.0% | $24.82万 | 加仓 |
| HUBB | HUBBELL INC | $1,231.11万 | 0.13% | 23,530 | -399 | -1.7% | -$20.88万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $1,179.59万 | 0.13% | 97,141 | -1,505 | -1.5% | -$18.28万 | 减仓 |
| MGV | VANGUARD WORLD FD | $1,178.01万 | 0.13% | 72,071 | -2,701 | -3.6% | -$44.15万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $1,164.77万 | 0.12% | 30,119 | -464 | -1.5% | -$17.94万 | 减仓 |
| TFC | TRUIST FINL CORP | $1,096.21万 | 0.12% | 220,034 | -6,396 | -2.8% | -$31.86万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $1,085.05万 | 0.12% | 112,522 | -918 | -0.8% | -$8.85万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,081.19万 | 0.12% | 50,815 | 530 | 1.1% | $11.28万 | 加仓 |
| EEMV | ISHARES INC | $1,075.09万 | 0.11% | 142,812 | -1,057 | -0.7% | -$7.96万 | 减仓 |
| RTX | RTX CORPORATION | $1,054.02万 | 0.11% | 55,554 | -747 | -1.3% | -$14.17万 | 减仓 |
| STM | STMICROELECTRONICS N V | $1,024.78万 | 0.11% | 136,838 | -7,651 | -5.3% | -$57.30万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $1,019.95万 | 0.11% | 202,411 | 2,690 | 1.3% | $13.55万 | 加仓 |
| — | EXXON MOBIL CORP | $1,016.50万 | 0.11% | 74,349 | -1,089 | -1.4% | -$14.89万 | 减仓 |
| DFGP | DIMENSIONAL ETF TRUST | $1,015.65万 | 0.11% | 186,495 | -1,678 | -0.9% | -$9.14万 | 减仓 |
| INTC | INTEL CORP | $1,013.29万 | 0.11% | 72,570 | 332 | 0.5% | $4.64万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,008.80万 | 0.11% | 13,699 | -55 | -0.4% | -$4.05万 | 减仓 |
| UL | UNILEVER PLC | $1,006.42万 | 0.11% | 167,403 | -9,139 | -5.2% | -$54.94万 | 减仓 |
| IEF | ISHARES TR | $1,003.30万 | 0.11% | 106,091 | 105 | 0.1% | $9,930 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $995.07万 | 0.11% | 20,033 | -652 | -3.2% | -$32.39万 | 减仓 |
| RWO | SPDR INDEX SHS FDS | $983.91万 | 0.10% | 197,929 | -6,144 | -3.0% | -$30.54万 | 减仓 |
| VCEB | VANGUARD WORLD FD | $983.74万 | 0.10% | 156,747 | 1,963 | 1.3% | $12.32万 | 加仓 |
| IWO | ISHARES TR | $971.20万 | 0.10% | 24,652 | 85 | 0.3% | $3.35万 | 加仓 |
| SYY | SYSCO CORP | $959.71万 | 0.10% | 114,826 | -4,625 | -3.9% | -$38.66万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $959.33万 | 0.10% | 87,923 | -43 | -0.0% | -$4,692 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $948.70万 | 0.10% | 88,251 | -4,150 | -4.5% | -$44.61万 | 减仓 |
| ESGU | ISHARES TR | $943.03万 | 0.10% | 57,618 | 1,102 | 1.9% | $18.04万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $899.18万 | 0.10% | 99,094 | -4,771 | -4.6% | -$43.29万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $896.57万 | 0.10% | 185,128 | -6,668 | -3.5% | -$32.29万 | 减仓 |
| MCD | MCDONALDS CORP | $886.01万 | 0.09% | 32,777 | -1,768 | -5.1% | -$47.79万 | 减仓 |
| FDX | FEDEX CORP | $879.81万 | 0.09% | 28,097 | -733 | -2.5% | -$22.95万 | 减仓 |
| ESGE | ISHARES INC | $851.52万 | 0.09% | 155,700 | 328 | 0.2% | $1.79万 | 加仓 |
| ITOT | ISHARES TR | $836.97万 | 0.09% | 50,951 | -2,476 | -4.6% | -$40.67万 | 减仓 |
| DIS | DISNEY WALT CO | $830.70万 | 0.09% | 86,307 | -3,998 | -4.4% | -$38.48万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $818.24万 | 0.09% | 51,778 | -974 | -1.8% | -$15.39万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $810.68万 | 0.09% | 88,425 | -1,734 | -1.9% | -$15.90万 | 减仓 |
| CAT | CATERPILLAR INC | $793.13万 | 0.08% | 7,448 | 486 | 7.0% | $51.75万 | 加仓 |
| IWR | ISHARES TR | $783.48万 | 0.08% | 71,019 | -64 | -0.1% | -$7,060 | 减仓 |
| VGT | VANGUARD WORLD FD | $776.15万 | 0.08% | 64,939 | -421 | -0.6% | -$5.03万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $771.93万 | 0.08% | 278,676 | -2,860 | -1.0% | -$7.92万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $771.76万 | 0.08% | 126,954 | -1,723 | -1.3% | -$10.47万 | 减仓 |
| AFL | AFLAC INC | $767.66万 | 0.08% | 65,472 | -4,850 | -6.9% | -$56.87万 | 减仓 |
| IWS | ISHARES TR | $760.58万 | 0.08% | 46,208 | -1,380 | -2.9% | -$22.71万 | 减仓 |
| IWP | ISHARES TR | $743.54万 | 0.08% | 50,785 | -306 | -0.6% | -$4.48万 | 减仓 |
| VV | VANGUARD INDEX FDS | $724.72万 | 0.08% | 21,073 | -415 | -1.9% | -$14.27万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $722.17万 | 0.08% | 106,893 | 285 | 0.3% | $1.93万 | 加仓 |
| CORP | PIMCO ETF TR | $692.71万 | 0.07% | 71,487 | 71,487 | — | $692.71万 | 新建仓 |
| SCHA | SCHWAB STRATEGIC TR | $682.83万 | 0.07% | 188,992 | -4,967 | -2.6% | -$17.95万 | 减仓 |
| LDUR | PIMCO ETF TR | $663.60万 | 0.07% | 69,406 | 69,406 | — | $663.60万 | 新建仓 |
| HYMB | SPDR SERIES TRUST | $646.19万 | 0.07% | 254,007 | 7,397 | 3.0% | $18.82万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $636.76万 | 0.07% | 22,644 | 1,294 | 6.1% | $36.39万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $633.27万 | 0.07% | 18,722 | 124 | 0.7% | $4.19万 | 加仓 |
| DON | WISDOMTREE TR | $616.56万 | 0.07% | 109,088 | -1,270 | -1.2% | -$7.18万 | 减仓 |
| META | META PLATFORMS INC | $612.97万 | 0.07% | 10,882 | 818 | 8.1% | $46.08万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $610.60万 | 0.07% | 150,245 | 129,706 | 631.5% | $527.12万 | 加仓 |
| MRK | MERCK & CO INC | $606.41万 | 0.06% | 47,191 | -1,823 | -3.7% | -$23.43万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $603.36万 | 0.06% | 6,450 | -328 | -4.8% | -$30.68万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $595.39万 | 0.06% | 48,363 | -2,109 | -4.2% | -$25.96万 | 减仓 |
| GLD | SPDR GOLD TR | $586.09万 | 0.06% | 15,910 | -739 | -4.4% | -$27.22万 | 减仓 |
| EEM | ISHARES TR | $562.14万 | 0.06% | 82,172 | -1,550 | -1.9% | -$10.60万 | 减仓 |
| SEIC | SEI INVTS CO | $561.47万 | 0.06% | 64,015 | -2,340 | -3.5% | -$20.52万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $560.31万 | 0.06% | 10,910 | -18 | -0.2% | -$9,244 | 减仓 |
| MCK | MCKESSON CORP | $555.03万 | 0.06% | 7,346 | -131 | -1.8% | -$9.90万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $543.12万 | 0.06% | 207,614 | 198,109 | 2,084.3% | $518.25万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $538.95万 | 0.06% | 63,043 | -1,329 | -2.1% | -$11.36万 | 减仓 |
| RIO | RIO TINTO PLC | $535.73万 | 0.06% | 56,434 | -652 | -1.1% | -$6.19万 | 减仓 |
| TSLA | TESLA INC | $515.24万 | 0.05% | 12,250 | -62 | -0.5% | -$2.61万 | 减仓 |
| CVX | CHEVRON CORPORATION | $513.62万 | 0.05% | 30,986 | -1,226 | -3.8% | -$20.32万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $505.68万 | 0.05% | 57,542 | -3,236 | -5.3% | -$28.44万 | 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 |
| SPYG | SPDR SERIES TRUST | $493.86万 | 0.05% | 41,504 | -1,268 | -3.0% | -$15.09万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $485.50万 | 0.05% | 30,933 | -1,097 | -3.4% | -$17.22万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $480.72万 | 0.05% | 54,771 | -2,270 | -4.0% | -$19.92万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $472.37万 | 0.05% | 37,490 | -496 | -1.3% | -$6.25万 | 减仓 |
| GWX | SPDR INDEX SHS FDS | $467.55万 | 0.05% | 106,845 | -389 | -0.4% | -$1.70万 | 减仓 |
| JNK | SPDR SERIES TRUST | $467.39万 | 0.05% | 48,499 | 9,408 | 24.1% | $90.67万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $467.28万 | 0.05% | 93,868 | -1,092 | -1.1% | -$5.44万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $466.69万 | 0.05% | 4,043 | -306 | -7.0% | -$35.32万 | 减仓 |
| IAU | ISHARES GOLD TR | $460.71万 | 0.05% | 61,013 | -2,750 | -4.3% | -$20.77万 | 减仓 |
| GLW | CORNING INC | $460.69万 | 0.05% | 18,036 | -783 | -4.2% | -$20.00万 | 减仓 |
| EMB | ISHARES TR | $457.82万 | 0.05% | 47,472 | 3,645 | 8.3% | $35.15万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $455.81万 | 0.05% | 85,695 | -1,080 | -1.2% | -$5.74万 | 减仓 |
| IJJ | ISHARES TR | $443.31万 | 0.05% | 30,008 | 62 | 0.2% | $9,159 | 加仓 |
| BAC | BANK OF AMER CORP | $440.80万 | 0.05% | 77,360 | 196 | 0.3% | $1.12万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $433.57万 | 0.05% | 60,554 | -5,732 | -8.6% | -$41.04万 | 减仓 |
| AON | AON PLC | $432.59万 | 0.05% | 13,042 | -63 | -0.5% | -$2.09万 | 减仓 |