Morton Brown Family Wealth, LLC
ALLENTOWN PA · SEC CIK 0001909851
$3.78亿2026Q1 申报市值
292持仓数
78.5%前十大占比 · 第一大 26.7%
10 / 12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
SCHB 加仓+$427.77万
VEA 加仓+$100.02万
AVEM 加仓+$86.25万
AVUV 加仓+$78.22万
SCHR 加仓+$65.69万
2026Q1 卖出最多 按季末市值估算
COMERICA INC COM 清仓-$13.15万
AVGO 减仓-$9.75万
HDV 减仓-$8.40万
IJH 减仓-$6.83万
SCHX 减仓-$6.09万
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 |
|---|---|---|---|---|---|---|---|---|
| SOLV | SOLVENTUM CORP COM SHS | $8,163 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC CL C | $8,207 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC COM | $8,213 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE SPON ADR | $8,218 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $8,298 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $8,506 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC COM | $9,151 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP COM | $9,267 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES S&P 500 GROWTH ETF | $9,275 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $9,416 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| SIL | GLOBAL X SILVER MINERS ETF | $9,639 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| FDIS | FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF | $9,843 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP COM | $1.00万 | 0.00% | 262 | 2 | 0.8% | $76 | 加仓 |
| ABT | ABBOTT LABORATORIES COM | $1.06万 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $1.08万 | 0.00% | 354 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC COM | $1.08万 | 0.00% | 40 | 18 | 81.8% | $4,871 | 加仓 |
| PM | PHILIP MORRIS INTL INC COM | $1.10万 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC COM | $1.10万 | 0.00% | 113 | 28 | 32.9% | $2,735 | 加仓 |
| TSCO | TRACTOR SUPPLY CO COM | $1.14万 | 0.00% | 251 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | $1.15万 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| USXF | ISHARES ESG ADVANCED MSCI USA ETF | $1.19万 | 0.00% | 216 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO COM | $1.19万 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | $1.21万 | 0.00% | 25 | 20 | 400.0% | $9,698 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $1.21万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC COM | $1.26万 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $1.26万 | 0.00% | 181 | 0 | 0.0% | — | 不变 |
| FDVV | FIDELITY HIGH DIVIDEND ETF | $1.30万 | 0.00% | 236 | 0 | 0.0% | — | 不变 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $1.32万 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $1.33万 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $1.33万 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP COM | $1.35万 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC CL B | $1.42万 | 0.00% | 144 | -38 | -20.9% | -$3,739 | 减仓 |
| MRK | MERCK & CO INC COM | $1.43万 | 0.00% | 119 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC COM NEW | $1.46万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| VKTX | VIKING THERAPEUTICS INC COM | $1.46万 | 0.00% | 450 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP COM | $1.48万 | 0.00% | 165 | 5 | 3.1% | $448 | 加仓 |
| OKLO | OKLO INC COM CL A | $1.49万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD MID-CAP ETF | $1.52万 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| WTV | WISDOMTREE US VALUE FUND OF BENEF INTEREST | $1.55万 | 0.00% | 164 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY COM NEW | $1.61万 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC COM | $1.63万 | 0.00% | 324 | 0 | 0.0% | — | 不变 |
| AOA | ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF | $1.72万 | 0.00% | 194 | 1 | 0.5% | $88 | 加仓 |
| USB | US BANCORP COM NEW | $1.77万 | 0.00% | 341 | 4 | 1.2% | $208 | 加仓 |
| RGLD | ROYAL GOLD INC COM | $1.78万 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC COM | $1.85万 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $1.88万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC COM CL A | $1.89万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| QQEW | FIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETF | $1.90万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC ORD | $1.91万 | 0.01% | 97 | 97 | — | $1.91万 | 新建仓 |
| TFC | TRUIST FINL CORP COM | $1.96万 | 0.01% | 427 | 3 | 0.7% | $138 | 加仓 |
| — | OCEAN PWR TECHNOLOGIES INC COM NEW | $2.04万 | 0.01% | 58,285 | 44,000 | 308.0% | $1.54万 | 加仓 |
| DE | DEERE & CO COM | $2.08万 | 0.01% | 37 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP COM | $2.24万 | 0.01% | 1,116 | 0 | 0.0% | — | 不变 |
| UGI | UGI CORP NEW COM | $2.29万 | 0.01% | 627 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS COM | $2.35万 | 0.01% | 178 | 0 | 0.0% | — | 不变 |
| DFEM | DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | $2.36万 | 0.01% | 684 | 244 | 55.5% | $8,430 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $2.37万 | 0.01% | 164 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. COM | $2.40万 | 0.01% | 250 | 50 | 25.0% | $4,808 | 加仓 |
| GDXJ | VANECK JUNIOR GOLD MINERS ETF | $2.42万 | 0.01% | 202 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION COM | $2.44万 | 0.01% | 118 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD UTILITIES ETF | $2.46万 | 0.01% | 124 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $2.46万 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC COM | $2.48万 | 0.01% | 114 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $2.53万 | 0.01% | 268 | 0 | 0.0% | — | 不变 |
| TPR | TAPESTRY INC COM | $2.59万 | 0.01% | 183 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $2.71万 | 0.01% | 127 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC COM | $2.74万 | 0.01% | 81 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $2.79万 | 0.01% | 40 | 0 | 0.0% | — | 不变 |
| WWD | WOODWARD INC COM | $2.86万 | 0.01% | 80 | 0 | 0.0% | — | 不变 |
| CECO | CECO ENVIRONMENTAL CORP COM | $2.87万 | 0.01% | 481 | 481 | — | $2.87万 | 新建仓 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $2.94万 | 0.01% | 891 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO COM | $3.03万 | 0.01% | 314 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC COM | $3.25万 | 0.01% | 1,156 | 106 | 10.1% | $2,978 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $3.29万 | 0.01% | 225 | 50 | 28.6% | $7,314 | 加仓 |
| OMC | OMNICOM GROUP INC COM | $3.46万 | 0.01% | 459 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC COM | $3.67万 | 0.01% | 42 | 0 | 0.0% | — | 不变 |
| TLN | TALEN ENERGY CORP COM | $3.83万 | 0.01% | 120 | 0 | 0.0% | — | 不变 |
| GDX | VANECK GOLD MINERS ETF | $3.89万 | 0.01% | 424 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO COM | $3.93万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| OLED | UNIVERSAL DISPLAY CORP COM | $3.98万 | 0.01% | 434 | 0 | 0.0% | — | 不变 |
| IMCB | ISHARES MORNINGSTAR MID-CAP ETF | $4.07万 | 0.01% | 488 | 2 | 0.4% | $167 | 加仓 |
| MDLZ | MONDELEZ INTL INC CL A | $4.40万 | 0.01% | 764 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC COM | $4.55万 | 0.01% | 54 | 1 | 1.9% | $842 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP COM | $4.69万 | 0.01% | 358 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE COM NEW | $4.85万 | 0.01% | 171 | 0 | 0.0% | — | 不变 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $5.00万 | 0.01% | 341 | 1 | 0.3% | $147 | 加仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $5.02万 | 0.01% | 1,635 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC COM | $5.06万 | 0.01% | 136 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION COM | $5.13万 | 0.01% | 52 | 4 | 8.3% | $3,950 | 加仓 |
| PSX | PHILLIPS 66 COM | $5.14万 | 0.01% | 282 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC COM | $5.42万 | 0.01% | 389 | 2 | 0.5% | $279 | 加仓 |
| META | META PLATFORMS INC CL A | $5.44万 | 0.01% | 95 | 20 | 26.7% | $1.14万 | 加仓 |
| CSCO | CISCO SYS INC COM | $5.69万 | 0.02% | 734 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC CAP STK CL C | $5.74万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES CORE S&P US VALUE ETF | $5.91万 | 0.02% | 578 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC CL A | $6.02万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD GROWTH ETF | $6.25万 | 0.02% | 143 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO COM | $6.25万 | 0.02% | 68 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD S&P 500 ETF | $6.33万 | 0.02% | 106 | 67 | 171.8% | $4.00万 | 重新持有 |
| HD | HOME DEPOT INC COM | $6.45万 | 0.02% | 196 | 1 | 0.5% | $329 | 加仓 |