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 |
|---|---|---|---|---|---|---|---|---|
| BIL | SPDR SERIES TRUST | $144.50万 | 0.02% | 15,768 | -625 | -3.8% | -$5.73万 | 减仓 |
| AVGE | AMERICAN CENTY ETF TR | $144.38万 | 0.02% | 14,569 | 4,650 | 46.9% | $46.08万 | 加仓 |
| MTUM | ISHARES TR | $144.23万 | 0.02% | 4,207 | 0 | 0.0% | — | 不变 |
| FND | FLOOR & DECOR HLDGS INC | $143.35万 | 0.02% | 24,150 | 10,337 | 74.8% | $61.36万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $136.64万 | 0.01% | 26,389 | 803 | 3.1% | $4.16万 | 加仓 |
| URI | UNITED RENTALS INC | $134.49万 | 0.01% | 1,187 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC | $128.01万 | 0.01% | 72,198 | -847 | -1.2% | -$1.50万 | 减仓 |
| COP | CONOCOPHILLIPS | $127.09万 | 0.01% | 12,225 | 263 | 2.2% | $2.73万 | 加仓 |
| IWC | ISHARES TR | $126.24万 | 0.01% | 6,311 | -202 | -3.1% | -$4.04万 | 减仓 |
| TJX | TJX COS INC NEW | $124.22万 | 0.01% | 8,199 | 118 | 1.5% | $1.79万 | 加仓 |
| MO | ALTRIA GROUP INC | $123.31万 | 0.01% | 17,139 | -12 | -0.1% | -$863 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $122.70万 | 0.01% | 14,851 | -53 | -0.4% | -$4,379 | 减仓 |
| PFE | PFIZER INC | $122.64万 | 0.01% | 50,928 | -756 | -1.5% | -$1.82万 | 减仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $122.03万 | 0.01% | 11,142 | -198 | -1.7% | -$2.17万 | 减仓 |
| TXN | TEXAS INSTRS INC | $120.30万 | 0.01% | 4,036 | -2,234 | -35.6% | -$66.59万 | 减仓 |
| HON | HONEYWELL INTL INC | $119.45万 | 0.01% | 5,335 | -5,373 | -50.2% | -$120.30万 | 减仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $119.34万 | 0.01% | 23,877 | -1,808 | -7.0% | -$9.04万 | 减仓 |
| CSX | CSX CORP | $119.02万 | 0.01% | 25,041 | 277 | 1.1% | $1.32万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $118.91万 | 0.01% | 37,500 | 2,172 | 6.1% | $6.89万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $118.17万 | 0.01% | 3,900 | -554 | -12.4% | -$16.79万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $117.75万 | 0.01% | 5,326 | 5,326 | — | $117.75万 | 新建仓 |
| VSGX | VANGUARD WORLD FD | $116.58万 | 0.01% | 14,159 | 38 | 0.3% | $3,129 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $116.11万 | 0.01% | 50,199 | 0 | 0.0% | — | 不变 |
| INFY | INFOSYS LTD | $115.48万 | 0.01% | 110,083 | -20,588 | -15.8% | -$21.60万 | 减仓 |
| SHM | SPDR SERIES TRUST | $115.37万 | 0.01% | 24,053 | 36 | 0.1% | $1,727 | 加仓 |
| IBB | ISHARES TR | $115.15万 | 0.01% | 6,054 | -70 | -1.1% | -$1.33万 | 减仓 |
| DFIP | DIMENSIONAL ETF TRUST | $114.41万 | 0.01% | 27,733 | 14,900 | 116.1% | $61.47万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $112.85万 | 0.01% | 3,883 | -333 | -7.9% | -$9.68万 | 减仓 |
| DD | DUPONT DE NEMOURS INC | $112.59万 | 0.01% | 8,301 | -16,381 | -66.4% | -$222.19万 | 减仓 |
| BX | BLACKSTONE INC | $111.68万 | 0.01% | 9,491 | -12,199 | -56.2% | -$143.54万 | 减仓 |
| VAW | VANGUARD WORLD FD | $111.61万 | 0.01% | 4,878 | -119 | -2.4% | -$2.72万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $109.00万 | 0.01% | 18,917 | -707 | -3.6% | -$4.07万 | 减仓 |
| SO | SOUTHERN CO | $108.73万 | 0.01% | 11,360 | -744 | -6.1% | -$7.12万 | 减仓 |
| T | AT&T INC | $108.25万 | 0.01% | 52,296 | -1,026 | -1.9% | -$2.12万 | 减仓 |
| IYW | ISHARES TR | $107.83万 | 0.01% | 4,275 | 266 | 6.6% | $6.71万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $106.75万 | 0.01% | 8,579 | -1,043 | -10.8% | -$12.98万 | 减仓 |
| DHR | DANAHER CORP DEL | $106.20万 | 0.01% | 5,575 | -1,531 | -21.5% | -$29.16万 | 减仓 |
| SGOV | ISHARES TR | $106.12万 | 0.01% | 10,541 | 1,123 | 11.9% | $11.31万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $105.92万 | 0.01% | 20,076 | 3,661 | 22.3% | $19.32万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $105.83万 | 0.01% | 36,532 | -845 | -2.3% | -$2.45万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $105.65万 | 0.01% | 6,219 | -1,770 | -22.2% | -$30.07万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $104.95万 | 0.01% | 9,724 | -1,637 | -14.4% | -$17.67万 | 减仓 |
| EMNT | PIMCO ETF TR | $103.94万 | 0.01% | 10,506 | -129 | -1.2% | -$1.28万 | 减仓 |
| DGRO | ISHARES TR | $101.32万 | 0.01% | 13,368 | 1,944 | 17.0% | $14.73万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $101.31万 | 0.01% | 3,307 | 150 | 4.8% | $4.60万 | 加仓 |
| DFSE | DIMENSIONAL ETF TRUST | $98.41万 | 0.01% | 20,133 | 3,709 | 22.6% | $18.13万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $98.25万 | 0.01% | 4,897 | 3 | 0.1% | $602 | 加仓 |
| VCR | VANGUARD WORLD FD | $98.08万 | 0.01% | 2,473 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES INC | $98.02万 | 0.01% | 9,582 | -332 | -3.3% | -$3.40万 | 减仓 |
| FLEX | FLEX LTD | $97.78万 | 0.01% | 6,033 | 2 | 0.0% | $324 | 加仓 |
| WM | WASTE MGMT INC DEL | $97.49万 | 0.01% | 4,374 | -142 | -3.1% | -$3.16万 | 减仓 |
| BA | BOEING CO | $96.76万 | 0.01% | 4,470 | 97 | 2.2% | $2.10万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $96.49万 | 0.01% | 23,122 | 610 | 2.7% | $2.55万 | 加仓 |
| PWR | QUANTA SVCS INC | $96.22万 | 0.01% | 1,336 | -3 | -0.2% | -$2,161 | 减仓 |
| NVS | NOVARTIS AG | $95.63万 | 0.01% | 6,102 | 1,177 | 23.9% | $18.45万 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $95.05万 | 0.01% | 21,076 | 3,776 | 21.8% | $17.03万 | 加仓 |
| VDE | VANGUARD WORLD FD | $94.93万 | 0.01% | 6,323 | -100 | -1.6% | -$1.50万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $94.61万 | 0.01% | 11,657 | 264 | 2.3% | $2.14万 | 加仓 |
| AVSC | AMERICAN CENTY ETF TR | $93.71万 | 0.01% | 12,777 | 12,777 | — | $93.71万 | 新建仓 |
| — | CATALYST PHARMACEUTICALS INC | $92.48万 | 0.01% | 29,424 | 29,424 | — | $92.48万 | 新建仓 |
| PAYC | PAYCOM SOFTWARE INC | $92.46万 | 0.01% | 7,357 | -2,383 | -24.5% | -$29.95万 | 减仓 |
| IYJ | ISHARES TR | $92.36万 | 0.01% | 5,542 | -1 | -0.0% | -$167 | 减仓 |
| ROST | ROSS STORES INC | $92.04万 | 0.01% | 4,324 | -9 | -0.2% | -$1,916 | 减仓 |
| ICF | ISHARES TR | $91.89万 | 0.01% | 13,587 | -192 | -1.4% | -$1.30万 | 减仓 |
| XSD | SPDR SERIES TRUST | $91.37万 | 0.01% | 1,465 | 6 | 0.4% | $3,742 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $91.18万 | 0.01% | 23,956 | 2,856 | 13.5% | $10.87万 | 加仓 |
| DFSB | DIMENSIONAL ETF TRUST | $88.94万 | 0.01% | 17,068 | 3,852 | 29.1% | $20.07万 | 加仓 |
| DVY | ISHARES TR | $88.87万 | 0.01% | 5,686 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $87.67万 | 0.01% | 2,932 | -6 | -0.2% | -$1,794 | 减仓 |
| IJK | ISHARES TR | $87.62万 | 0.01% | 7,457 | -437 | -5.5% | -$5.13万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $87.51万 | 0.01% | 20,669 | 832 | 4.2% | $3.52万 | 加仓 |
| DWM | WISDOMTREE TR | $86.97万 | 0.01% | 11,879 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $86.74万 | 0.01% | 3,523 | -129 | -3.5% | -$3.18万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $85.69万 | 0.01% | 23,310 | 465 | 2.0% | $1.71万 | 加仓 |
| AOA | ISHARES TR | $85.63万 | 0.01% | 8,773 | 8 | 0.1% | $781 | 加仓 |
| DGS | WISDOMTREE TR | $84.53万 | 0.01% | 13,064 | 0 | 0.0% | — | 不变 |
| CIEN | CIENA CORP | $84.38万 | 0.01% | 1,720 | 35 | 2.1% | $1.72万 | 加仓 |
| LIN | LINDE PLC | $84.02万 | 0.01% | 1,619 | 177 | 12.3% | $9.19万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $81.30万 | 0.01% | 2,400 | 15 | 0.6% | $5,081 | 加仓 |
| WH | WYNDHAM HOTELS & RESORTS INC | $81.18万 | 0.01% | 9,640 | 130 | 1.4% | $1.09万 | 加仓 |
| HSY | HERSHEY CO | $80.79万 | 0.01% | 4,605 | -146 | -3.1% | -$2.56万 | 减仓 |
| SUSA | ISHARES TR | $80.28万 | 0.01% | 5,203 | 0 | 0.0% | — | 不变 |
| WSFS | WSFS FINL CORP | $79.59万 | 0.01% | 10,373 | 159 | 1.6% | $1.22万 | 加仓 |
| FBNC | FIRST BANCORP N C | $78.96万 | 0.01% | 12,351 | 124 | 1.0% | $7,927 | 加仓 |
| AOK | ISHARES TR | $78.85万 | 0.01% | 19,010 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE | $78.70万 | 0.01% | 10,121 | 916 | 10.0% | $7.12万 | 加仓 |
| YUM | YUM BRANDS INC | $78.14万 | 0.01% | 4,888 | -656 | -11.8% | -$10.49万 | 减仓 |
| OEF | ISHARES TR | $77.96万 | 0.01% | 2,131 | 261 | 14.0% | $9.55万 | 加仓 |
| SPIP | SPDR SERIES TRUST | $77.67万 | 0.01% | 30,245 | -84 | -0.3% | -$2,157 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $76.47万 | 0.01% | 2,316 | 239 | 11.5% | $7.89万 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $74.99万 | 0.01% | 7,265 | -581 | -7.4% | -$6.00万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $74.78万 | 0.01% | 5,171 | 129 | 2.6% | $1.87万 | 加仓 |
| CB | CHUBB LIMITED | $74.62万 | 0.01% | 2,190 | 9 | 0.4% | $3,067 | 加仓 |
| ENB | ENBRIDGE INC | $72.58万 | 0.01% | 13,388 | 1,062 | 8.6% | $5.76万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $72.35万 | 0.01% | 1,677 | -738 | -30.6% | -$31.84万 | 减仓 |
| VGSR | MANAGER DIRECTED PORTFOLIOS | $72.29万 | 0.01% | 63,499 | -1,811 | -2.8% | -$2.06万 | 减仓 |
| EBAY | EBAY INC. | $71.69万 | 0.01% | 6,415 | -1,290 | -16.7% | -$14.42万 | 减仓 |
| PSX | PHILLIPS 66 | $71.18万 | 0.01% | 4,210 | 142 | 3.5% | $2.40万 | 加仓 |
| VOX | VANGUARD WORLD FD | $70.82万 | 0.01% | 3,850 | 0 | 0.0% | — | 不变 |
| AIQ | GLOBAL X FDS | $70.63万 | 0.01% | 10,765 | 3,143 | 41.2% | $20.62万 | 加仓 |