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 |
|---|---|---|---|---|---|---|---|---|
| RY | ROYAL BK CDA | $127.94万 | 0.02% | 7,908 | -431 | -5.2% | -$6.97万 | 减仓 |
| TXN | TEXAS INSTRS INC | $121.73万 | 0.01% | 6,270 | -1,657 | -20.9% | -$32.17万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $120.02万 | 0.01% | 25,586 | -21,979 | -46.2% | -$103.10万 | 减仓 |
| ETSY | ETSY INC | $119.40万 | 0.01% | 23,889 | 302 | 1.3% | $1.51万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $119.02万 | 0.01% | 19,624 | -705 | -3.5% | -$4.28万 | 减仓 |
| PAYC | PAYCOM SOFTWARE INC | $118.38万 | 0.01% | 9,740 | 1,183 | 13.8% | $14.38万 | 加仓 |
| CMI | CUMMINS INC | $117.64万 | 0.01% | 2,187 | -9 | -0.4% | -$4,841 | 减仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $116.95万 | 0.01% | 11,340 | -163 | -1.4% | -$1.68万 | 减仓 |
| SO | SOUTHERN CO | $116.83万 | 0.01% | 12,104 | 1,847 | 18.0% | $17.83万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $116.56万 | 0.01% | 50,199 | 0 | 0.0% | — | 不变 |
| SHM | SPDR SERIES TRUST | $114.88万 | 0.01% | 24,017 | -1,231 | -4.9% | -$5.89万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $114.32万 | 0.01% | 73,045 | -217,634 | -74.9% | -$340.60万 | 减仓 |
| MO | ALTRIA GROUP INC | $113.18万 | 0.01% | 17,151 | -3,641 | -17.5% | -$24.03万 | 减仓 |
| — | DUPONT DE NEMOURS INC | $113.05万 | 0.01% | 24,682 | 1,010 | 4.3% | $4.63万 | 加仓 |
| VAW | VANGUARD WORLD FD | $112.61万 | 0.01% | 4,997 | -236 | -4.5% | -$5.32万 | 减仓 |
| VDE | VANGUARD WORLD FD | $111.15万 | 0.01% | 6,423 | 39 | 0.6% | $6,749 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $110.99万 | 0.01% | 11,361 | -978 | -7.9% | -$9.55万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $108.39万 | 0.01% | 35,328 | 1,024 | 3.0% | $3.14万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $108.11万 | 0.01% | 30,428 | -1,615 | -5.0% | -$5.74万 | 减仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $106.00万 | 0.01% | 25,685 | -592 | -2.3% | -$2.44万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $105.83万 | 0.01% | 4,454 | 529 | 13.5% | $12.57万 | 加仓 |
| EMNT | PIMCO ETF TR | $105.21万 | 0.01% | 10,635 | 0 | 0.0% | — | 不变 |
| IWC | ISHARES TR | $103.95万 | 0.01% | 6,513 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $103.77万 | 0.01% | 4,516 | 1,177 | 35.3% | $27.05万 | 加仓 |
| IBB | ISHARES TR | $103.41万 | 0.01% | 6,124 | 34 | 0.6% | $5,741 | 加仓 |
| CSX | CSX CORP | $101.66万 | 0.01% | 24,764 | -256 | -1.0% | -$1.05万 | 减仓 |
| VSGX | VANGUARD WORLD FD | $101.29万 | 0.01% | 14,121 | -1,271 | -8.3% | -$9.12万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $101.29万 | 0.01% | 2,484 | -937 | -27.4% | -$38.21万 | 减仓 |
| MTUM | ISHARES TR | $100.96万 | 0.01% | 4,207 | 98 | 2.4% | $2.35万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $99.58万 | 0.01% | 19,837 | 1,013 | 5.4% | $5.09万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $99.35万 | 0.01% | 37,377 | -684 | -1.8% | -$1.82万 | 减仓 |
| DOW | DOW HLDGS INC | $98.95万 | 0.01% | 23,757 | 992 | 4.4% | $4.13万 | 加仓 |
| HSY | HERSHEY CO | $98.76万 | 0.01% | 4,751 | -766 | -13.9% | -$15.92万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $98.09万 | 0.01% | 7,989 | -27 | -0.3% | -$3,315 | 减仓 |
| INTU | INTUIT | $96.71万 | 0.01% | 2,237 | -423 | -15.9% | -$18.29万 | 减仓 |
| SGOV | ISHARES TR | $94.80万 | 0.01% | 9,418 | -334 | -3.4% | -$3.36万 | 减仓 |
| ROST | ROSS STORES INC | $93.87万 | 0.01% | 4,333 | -4 | -0.1% | -$867 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $92.23万 | 0.01% | 11,393 | -595 | -5.0% | -$4.82万 | 减仓 |
| SHY | ISHARES TR | $92.06万 | 0.01% | 11,150 | -107 | -1.0% | -$8,835 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $89.29万 | 0.01% | 4,894 | -523 | -9.7% | -$9.54万 | 减仓 |
| VCR | VANGUARD WORLD FD | $88.79万 | 0.01% | 2,473 | -11 | -0.4% | -$3,949 | 减仓 |
| AVGE | AMERICAN CENTY ETF TR | $87.30万 | 0.01% | 9,919 | 517 | 5.5% | $4.55万 | 加仓 |
| BA | BOEING CO | $87.04万 | 0.01% | 4,373 | -985 | -18.4% | -$19.60万 | 减仓 |
| URI | UNITED RENTALS INC | $86.49万 | 0.01% | 1,187 | -52 | -4.2% | -$3.79万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $86.45万 | 0.01% | 22,845 | 5,418 | 31.1% | $20.50万 | 加仓 |
| YUM | YUM BRANDS INC | $86.20万 | 0.01% | 5,544 | 592 | 12.0% | $9.21万 | 加仓 |
| DVY | ISHARES TR | $86.09万 | 0.01% | 5,686 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $85.82万 | 0.01% | 13,203 | -2,469 | -15.8% | -$16.05万 | 减仓 |
| ICF | ISHARES TR | $85.28万 | 0.01% | 13,779 | -230 | -1.6% | -$1.42万 | 减仓 |
| TTE | TOTALENERGIES SE | $83.75万 | 0.01% | 9,205 | -108 | -1.2% | -$9,826 | 减仓 |
| DWM | WISDOMTREE TR | $83.02万 | 0.01% | 11,879 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $82.75万 | 0.01% | 22,512 | -58 | -0.3% | -$2,132 | 减仓 |
| IYJ | ISHARES TR | $81.78万 | 0.01% | 5,543 | 1 | 0.0% | $148 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $81.61万 | 0.01% | 4,012 | -1,194 | -22.9% | -$24.29万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $81.25万 | 0.01% | 3,157 | 193 | 6.5% | $4.97万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $80.32万 | 0.01% | 16,415 | -1,386 | -7.8% | -$6.78万 | 减仓 |
| DGRO | ISHARES TR | $80.17万 | 0.01% | 11,424 | 1,176 | 11.5% | $8.25万 | 加仓 |
| VHT | VANGUARD WORLD FD | $80.00万 | 0.01% | 2,938 | -1,041 | -26.2% | -$28.35万 | 减仓 |
| IJK | ISHARES TR | $79.43万 | 0.01% | 7,894 | -1,417 | -15.2% | -$14.26万 | 减仓 |
| SPIP | SPDR SERIES TRUST | $78.89万 | 0.01% | 30,329 | -148 | -0.5% | -$3,849 | 减仓 |
| DGS | WISDOMTREE TR | $78.51万 | 0.01% | 13,064 | -56 | -0.4% | -$3,365 | 减仓 |
| EMXC | ISHARES INC | $77.98万 | 0.01% | 9,914 | 2,115 | 27.1% | $16.64万 | 加仓 |
| AOA | ISHARES TR | $77.56万 | 0.01% | 8,765 | 2,302 | 35.6% | $20.37万 | 加仓 |
| WH | WYNDHAM HOTELS & RESORTS INC | $77.25万 | 0.01% | 9,510 | 1,179 | 14.2% | $9.58万 | 加仓 |
| AOK | ISHARES TR | $75.83万 | 0.01% | 19,010 | 735 | 4.0% | $2.93万 | 加仓 |
| NVS | NOVARTIS AG | $75.23万 | 0.01% | 4,925 | -473 | -8.8% | -$7.23万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $75.15万 | 0.01% | 3,652 | 478 | 15.1% | $9.84万 | 加仓 |
| PSX | PHILLIPS 66 | $74.12万 | 0.01% | 4,068 | -25 | -0.6% | -$4,555 | 减仓 |
| PWR | QUANTA SVCS INC | $73.53万 | 0.01% | 1,339 | -4 | -0.3% | -$2,197 | 减仓 |
| DFSI | DIMENSIONAL ETF TRUST | $73.35万 | 0.01% | 17,300 | -3,044 | -15.0% | -$12.91万 | 减仓 |
| IYW | ISHARES TR | $72.73万 | 0.01% | 4,009 | 39 | 1.0% | $7,075 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $72.45万 | 0.01% | 11,827 | 1,838 | 18.4% | $11.26万 | 加仓 |
| LIN | LINDE PLC | $71.50万 | 0.01% | 1,442 | 253 | 21.3% | $12.55万 | 加仓 |
| CB | CHUBB LTD SWITZ | $71.09万 | 0.01% | 2,181 | 314 | 16.8% | $10.23万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $70.96万 | 0.01% | 20,539 | 1 | 0.0% | $35 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $70.53万 | 0.01% | 20,948 | -1,448 | -6.5% | -$4.88万 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $70.39万 | 0.01% | 2,385 | 37 | 1.6% | $1.09万 | 加仓 |
| FND | FLOOR & DECOR HLDGS INC | $70.17万 | 0.01% | 13,813 | 13,813 | — | $70.17万 | 新建仓 |
| EBAY | EBAY INC. | $70.14万 | 0.01% | 7,705 | -1,020 | -11.7% | -$9.28万 | 减仓 |
| DFSE | DIMENSIONAL ETF TRUST | $69.59万 | 0.01% | 16,424 | -482 | -2.9% | -$2.04万 | 减仓 |
| VOX | VANGUARD WORLD FD | $69.24万 | 0.01% | 3,850 | -24 | -0.6% | -$4,316 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $69.09万 | 0.01% | 5,271 | -275 | -5.0% | -$3.60万 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $69.05万 | 0.01% | 2,755 | -52 | -1.9% | -$1.30万 | 减仓 |
| FBNC | FIRST BANCORP N C | $68.90万 | 0.01% | 12,227 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES TR | $68.73万 | 0.01% | 5,203 | 0 | 0.0% | — | 不变 |
| FNDA | SCHWAB STRATEGIC TR | $68.43万 | 0.01% | 21,100 | 0 | 0.0% | — | 不变 |
| DFSB | DIMENSIONAL ETF TRUST | $68.38万 | 0.01% | 13,216 | 20 | 0.2% | $1,035 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $67.49万 | 0.01% | 3,325 | -239 | -6.7% | -$4.85万 | 减仓 |
| VGSR | MANAGER DIRECTED PORTFOLIOS | $67.47万 | 0.01% | 65,310 | 2,227 | 3.5% | $2.30万 | 加仓 |
| WSFS | WSFS FINL CORP | $66.86万 | 0.01% | 10,214 | -5 | -0.0% | -$327 | 减仓 |
| ENB | ENBRIDGE INC | $66.73万 | 0.01% | 12,326 | -1,430 | -10.4% | -$7.74万 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $66.62万 | 0.01% | 7,846 | -124 | -1.6% | -$1.05万 | 减仓 |
| NEM | NEWMONT CORP | $66.38万 | 0.01% | 6,132 | 1,875 | 44.0% | $20.30万 | 加仓 |
| CIEN | CIENA CORP | $65.42万 | 0.01% | 1,685 | 29 | 1.8% | $1.13万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $64.85万 | 0.01% | 13,813 | 9 | 0.1% | $423 | 加仓 |
| UFPI | UFP INDUSTRIES INC | $64.38万 | 0.01% | 6,989 | -2,527 | -26.6% | -$23.28万 | 减仓 |
| DXJ | WISDOMTREE TR | $64.37万 | 0.01% | 4,059 | -34 | -0.8% | -$5,392 | 减仓 |
| USHY | ISHARES TR | $64.36万 | 0.01% | 17,471 | -382 | -2.1% | -$1.41万 | 减仓 |
| SAP | SAP SE | $64.08万 | 0.01% | 3,743 | -169 | -4.3% | -$2.89万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $62.88万 | 0.01% | 6,812 | 171 | 2.6% | $1.58万 | 加仓 |