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 |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | $6.62亿 | 7.07% | 7,690,071 | 241,329 | 3.2% | $2,078.81万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $3.99亿 | 4.26% | 1,830,633 | 62,288 | 3.5% | $1,357.44万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $3.93亿 | 4.19% | 1,659,600 | 46,847 | 2.9% | $1,108.49万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $3.75亿 | 4.00% | 5,257,397 | -88,535 | -1.7% | -$630.81万 | 减仓 |
| IEFA | ISHARES TR | $3.52亿 | 3.76% | 3,646,299 | 119,682 | 3.4% | $1,155.89万 | 加仓 |
| STIP | ISHARES TR | $2.61亿 | 2.78% | 2,554,931 | 112,077 | 4.6% | $1,144.98万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $2.43亿 | 2.60% | 2,361,879 | 173,576 | 7.9% | $1,788.70万 | 加仓 |
| AAPL | APPLE INC | $2.15亿 | 2.30% | 743,742 | -25,630 | -3.3% | -$741.63万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $2.13亿 | 2.28% | 4,811,065 | -20,365 | -0.4% | -$90.34万 | 减仓 |
| IJR | ISHARES TR | $2.11亿 | 2.25% | 1,421,648 | 13,395 | 1.0% | $198.66万 | 加仓 |
| IVV | ISHARES TR | $1.80亿 | 1.92% | 239,848 | -4,029 | -1.7% | -$301.73万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $1.62亿 | 1.73% | 3,135,937 | -85,173 | -2.6% | -$440.26万 | 减仓 |
| MSFT | MICROSOFT CORP | $1.39亿 | 1.48% | 371,417 | -6,171 | -1.6% | -$230.19万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $1.38亿 | 1.47% | 1,076,358 | 48,655 | 4.7% | $623.17万 | 加仓 |
| IWF | ISHARES TR | $1.34亿 | 1.43% | 1,078,508 | -9,720 | -0.9% | -$120.69万 | 减仓 |
| IUSV | ISHARES TR | $1.31亿 | 1.40% | 1,192,955 | 5,474 | 0.5% | $60.30万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $1.26亿 | 1.35% | 2,291,735 | 111,924 | 5.1% | $615.69万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1.25亿 | 1.33% | 2,306,071 | 72,073 | 3.2% | $389.34万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.16亿 | 1.23% | 242,019 | -9,788 | -3.9% | -$467.45万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1.14亿 | 1.22% | 2,947,946 | 184,445 | 6.7% | $715.46万 | 加仓 |
| GOOG | ALPHABET INC | $1.11亿 | 1.19% | 315,491 | -18,169 | -5.4% | -$641.97万 | 减仓 |
| IEMG | ISHARES INC | $1.11亿 | 1.18% | 1,337,777 | -15,364 | -1.1% | -$127.28万 | 减仓 |
| AVGO | BROADCOM INC | $1.08亿 | 1.16% | 287,051 | -29,887 | -9.4% | -$1,128.98万 | 减仓 |
| EFV | ISHARES TR | $9,832.97万 | 1.05% | 1,284,516 | -50,570 | -3.8% | -$387.11万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $9,646.75万 | 1.03% | 1,616,141 | -16,378 | -1.0% | -$97.76万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $9,645.33万 | 1.03% | 1,177,121 | 87,637 | 8.0% | $718.10万 | 加仓 |
| IJS | ISHARES TR | $9,534.08万 | 1.02% | 697,547 | -14,042 | -2.0% | -$191.93万 | 减仓 |
| IWD | ISHARES TR | $8,706.75万 | 0.93% | 359,145 | -4,375 | -1.2% | -$106.06万 | 减仓 |
| IVW | ISHARES TR | $8,608.78万 | 0.92% | 625,957 | -10,427 | -1.6% | -$143.40万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $8,061.19万 | 0.86% | 331,750 | -7,477 | -2.2% | -$181.68万 | 减仓 |
| CSCO | CISCO SYS INC | $7,683.28万 | 0.82% | 654,119 | -88,417 | -11.9% | -$1,038.55万 | 减仓 |
| SCZ | ISHARES TR | $7,226.13万 | 0.77% | 878,343 | -16,518 | -1.8% | -$135.89万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $7,182.62万 | 0.77% | 96,183 | 430 | 0.4% | $32.11万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $7,058.58万 | 0.75% | 2,068,448 | 221,057 | 12.0% | $754.36万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $6,719.93万 | 0.72% | 205,295 | -6,780 | -3.2% | -$221.93万 | 减仓 |
| IUSG | ISHARES TR | $6,676.44万 | 0.71% | 354,960 | 2,635 | 0.7% | $49.56万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $6,627.47万 | 0.71% | 838,602 | -21,713 | -2.5% | -$171.60万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $6,403.76万 | 0.68% | 173,056 | 1,651 | 1.0% | $61.09万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $6,389.97万 | 0.68% | 499,958 | 617 | 0.1% | $7.89万 | 加仓 |
| IJH | ISHARES TR | $5,874.32万 | 0.63% | 761,810 | -9,496 | -1.2% | -$73.22万 | 减仓 |
| AMZN | AMAZON COM INC | $5,640.37万 | 0.60% | 236,652 | -1,384 | -0.6% | -$32.99万 | 减仓 |
| LOW | LOWES COS INC | $5,512.00万 | 0.59% | 249,989 | -6,776 | -2.6% | -$149.40万 | 减仓 |
| LLY | ELI LILLY & CO | $5,469.04万 | 0.58% | 45,597 | -1,839 | -3.9% | -$220.58万 | 减仓 |
| EFA | ISHARES TR | $5,455.93万 | 0.58% | 525,215 | -8,235 | -1.5% | -$85.55万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $5,386.83万 | 0.57% | 770,649 | 36,924 | 5.0% | $258.10万 | 加仓 |
| BLK | BLACKROCK INC | $5,210.54万 | 0.56% | 54,188 | -1,673 | -3.0% | -$160.87万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $5,191.78万 | 0.55% | 204,425 | -7,678 | -3.6% | -$195.00万 | 减仓 |
| IWM | ISHARES TR | $4,673.62万 | 0.50% | 155,554 | -3,454 | -2.2% | -$103.78万 | 减仓 |
| V | VISA INC | $4,353.35万 | 0.46% | 126,886 | -1,268 | -1.0% | -$43.50万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $4,212.18万 | 0.45% | 511,559 | 4,321 | 0.9% | $35.58万 | 加仓 |
| REET | ISHARES TR | $4,077.27万 | 0.44% | 1,476,202 | 96,301 | 7.0% | $265.98万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $4,046.88万 | 0.43% | 1,375,086 | -71,517 | -4.9% | -$210.47万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $3,885.86万 | 0.41% | 166,703 | -9,065 | -5.2% | -$211.31万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $3,538.58万 | 0.38% | 143,716 | -2,940 | -2.0% | -$72.39万 | 减仓 |
| AMGN | AMGEN INC | $3,448.12万 | 0.37% | 95,220 | -2,442 | -2.5% | -$88.43万 | 减仓 |
| JPUS | J P MORGAN EXCHANGE TRADED F | $3,350.96万 | 0.36% | 238,963 | -8,009 | -3.2% | -$112.31万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $3,276.37万 | 0.35% | 367,306 | -10,314 | -2.7% | -$92.00万 | 减仓 |
| GOOGL | ALPHABET INC | $3,243.92万 | 0.35% | 90,772 | -1,067 | -1.2% | -$38.13万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $3,144.49万 | 0.34% | 409,973 | -8,775 | -2.1% | -$67.30万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $3,085.32万 | 0.33% | 609,989 | -15,738 | -2.5% | -$79.60万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $3,070.27万 | 0.33% | 907,291 | -24,811 | -2.7% | -$83.96万 | 减仓 |
| SUB | ISHARES TR | $3,069.04万 | 0.33% | 288,254 | 12,854 | 4.7% | $136.86万 | 加仓 |
| VB | VANGUARD INDEX FDS | $3,027.18万 | 0.32% | 99,867 | -3,455 | -3.3% | -$104.73万 | 减仓 |
| MBB | ISHARES TR | $2,926.33万 | 0.31% | 309,599 | 14,164 | 4.8% | $133.88万 | 加仓 |
| IWN | ISHARES TR | $2,880.51万 | 0.31% | 130,222 | -464 | -0.4% | -$10.26万 | 减仓 |
| IWB | ISHARES TR | $2,742.45万 | 0.29% | 66,971 | -326 | -0.5% | -$13.35万 | 减仓 |
| AMAT | APPLIED MATLS INC | $2,731.72万 | 0.29% | 37,783 | -1,545 | -3.9% | -$111.70万 | 减仓 |
| EMR | EMERSON ELEC CO | $2,723.16万 | 0.29% | 190,231 | -6,096 | -3.1% | -$87.26万 | 减仓 |
| IAGG | ISHARES TR | $2,697.34万 | 0.29% | 533,071 | 25,898 | 5.1% | $131.04万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $2,582.04万 | 0.28% | 59,586 | -10,425 | -14.9% | -$451.75万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $2,458.46万 | 0.26% | 666,792 | -30,599 | -4.4% | -$112.82万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $2,418.47万 | 0.26% | 601,461 | -4,689 | -0.8% | -$18.85万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $2,356.89万 | 0.25% | 587,313 | 61,884 | 11.8% | $248.34万 | 加仓 |
| HD | HOME DEPOT INC | $2,351.36万 | 0.25% | 66,671 | -1,577 | -2.3% | -$55.62万 | 减仓 |
| MUB | ISHARES TR | $2,323.20万 | 0.25% | 215,871 | 1,942 | 0.9% | $20.90万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,302.55万 | 0.25% | 115,076 | 6,339 | 5.8% | $126.84万 | 加仓 |
| WMT | WALMART INC | $2,128.91万 | 0.23% | 187,967 | -6,430 | -3.3% | -$72.83万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $2,113.40万 | 0.23% | 30,771 | 1,485 | 5.1% | $101.99万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,103.23万 | 0.22% | 42,032 | 2,456 | 6.2% | $122.90万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $2,024.74万 | 0.22% | 138,075 | -6,089 | -4.2% | -$89.29万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $2,023.97万 | 0.22% | 259,783 | 21,423 | 9.0% | $166.91万 | 加仓 |
| ASML | ASML HLDG NV | $2,016.77万 | 0.22% | 10,137 | -352 | -3.4% | -$70.03万 | 减仓 |
| PEP | PEPSICO INC | $1,983.56万 | 0.21% | 146,496 | -5,864 | -3.8% | -$79.40万 | 减仓 |
| ABBV | ABBVIE INC | $1,969.76万 | 0.21% | 78,277 | 793 | 1.0% | $19.95万 | 加仓 |
| DOV | DOVER CORP | $1,965.73万 | 0.21% | 87,646 | -1,263 | -1.4% | -$28.33万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $1,949.35万 | 0.21% | 265,543 | 18,561 | 7.5% | $136.26万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $1,914.53万 | 0.20% | 85,489 | -6,054 | -6.6% | -$135.58万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $1,844.04万 | 0.20% | 695,863 | -5,404 | -0.8% | -$14.32万 | 减仓 |
| FLOT | ISHARES TR | $1,808.60万 | 0.19% | 354,280 | -14,137 | -3.8% | -$72.17万 | 减仓 |
| MGC | VANGUARD WORLD FD | $1,808.53万 | 0.19% | 66,094 | -1,397 | -2.1% | -$38.23万 | 减仓 |
| VO | VANGUARD INDEX FDS | $1,780.63万 | 0.19% | 221,004 | -36,168 | -14.1% | -$291.41万 | 减仓 |
| AGG | ISHARES TR | $1,758.04万 | 0.19% | 177,616 | -7,885 | -4.3% | -$78.05万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,746.47万 | 0.19% | 181,000 | 2,747 | 1.5% | $26.51万 | 加仓 |
| OMC | OMNICOM GROUP INC | $1,703.44万 | 0.18% | 233,892 | -9,564 | -3.9% | -$69.65万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,678.49万 | 0.18% | 203,084 | -7,862 | -3.7% | -$64.98万 | 减仓 |
| IVE | ISHARES TR | $1,636.39万 | 0.17% | 72,069 | -528 | -0.7% | -$11.99万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $1,630.98万 | 0.17% | 386,395 | 182,312 | 89.3% | $769.54万 | 加仓 |
| ESML | ISHARES TR | $1,612.45万 | 0.17% | 288,299 | 922 | 0.3% | $5.16万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $1,600.14万 | 0.17% | 31,409 | -228 | -0.7% | -$11.62万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $1,588.34万 | 0.17% | 431,147 | -12,460 | -2.8% | -$45.90万 | 减仓 |