Morton Brown Family Wealth, LLC
ALLENTOWN PA · SEC CIK 0001909851
$4.41亿2026Q2 申报市值
416持仓数
79.7%前十大占比 · 第一大 28.0%
133 / 10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
SCHB 加仓+$705.58万
MUB 加仓+$295.55万
VEA 加仓+$178.97万
AVUV 加仓+$178.81万
SCHR 加仓+$151.05万
2026Q2 卖出最多 按季末市值估算
AVGO 减仓-$25.01万
EXXON MOBIL CORP 清仓-$19.54万
CAPL 减仓-$14.16万
IJH 减仓-$13.43万
NOC 减仓-$10.33万
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 |
|---|---|---|---|---|---|---|---|---|
| BDX | BECTON DICKINSON & CO COM | $757 | 0.00% | 5 | 5 | — | $757 | 新建仓 |
| CRM | SALESFORCE INC COM | $783 | 0.00% | 5 | -39 | -88.6% | -$6,107 | 减仓 |
| DHI | D R HORTON INC COM | $814 | 0.00% | 5 | 5 | — | $814 | 新建仓 |
| ORCL | ORACLE CORP COM | $879 | 0.00% | 6 | 6 | — | $879 | 新建仓 |
| IHE | ISHARES U.S. PHARMACEUTICALS ETF | $891 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP COM | $891 | 0.00% | 4 | 4 | — | $891 | 新建仓 |
| EW | EDWARDS LIFESCIENCES CORP COM | $905 | 0.00% | 10 | 10 | — | $905 | 新建仓 |
| MCO | MOODYS CORP COM | $906 | 0.00% | 2 | 2 | — | $906 | 新建仓 |
| MDT | MEDTRONIC PLC SHS | $939 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP COM | $952 | 0.00% | 4 | 4 | — | $952 | 新建仓 |
| OKE | ONEOK INC NEW COM | $956 | 0.00% | 11 | 11 | — | $956 | 新建仓 |
| BLK | BLACKROCK INC COM | $962 | 0.00% | 1 | 1 | — | $962 | 新建仓 |
| PH | PARKER-HANNIFIN CORP COM | $978 | 0.00% | 1 | 1 | — | $978 | 新建仓 |
| O | REALTY INCOME CORP COM | $991 | 0.00% | 16 | 16 | — | $991 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $993 | 0.00% | 2 | 2 | — | $993 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $993 | 0.00% | 4 | 4 | — | $993 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP COM | $1,015 | 0.00% | 11 | 11 | — | $1,015 | 新建仓 |
| ADBE | ADOBE INC COM | $1,025 | 0.00% | 5 | 2 | 66.7% | $410 | 加仓 |
| F | FORD MTR CO COM | $1,029 | 0.00% | 74 | 74 | — | $1,029 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO COM | $1,033 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $1,038 | 0.00% | 23 | 23 | — | $1,038 | 新建仓 |
| DDOG | DATADOG INC CL A COM | $1,041 | 0.00% | 4 | 4 | — | $1,041 | 新建仓 |
| FAST | FASTENAL CO COM | $1,057 | 0.00% | 22 | 22 | — | $1,057 | 新建仓 |
| CTVA | CORTEVA INC COM | $1,101 | 0.00% | 13 | 13 | — | $1,101 | 新建仓 |
| CME | CME GROUP INC COM | $1,104 | 0.00% | 5 | 5 | — | $1,104 | 新建仓 |
| HONA | HONEYWELL AEROSPACE INC COM | $1,105 | 0.00% | 5 | 5 | — | $1,105 | 新建仓 |
| HON | HONEYWELL INTL INC COM | $1,120 | 0.00% | 5 | -5 | -50.0% | -$1,120 | 减仓 |
| URI | UNITED RENTALS INC COM | $1,133 | 0.00% | 1 | 1 | — | $1,133 | 新建仓 |
| WELL | WELLTOWER INC COM | $1,135 | 0.00% | 5 | 5 | — | $1,135 | 新建仓 |
| STAG | STAG INDUSTRIAL INC COM | $1,142 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO COM | $1,148 | 0.00% | 5 | 5 | — | $1,148 | 新建仓 |
| KMI | KINDER MORGAN INC DEL COM | $1,151 | 0.00% | 36 | 36 | — | $1,151 | 新建仓 |
| HCA | HCA HEALTHCARE INC COM | $1,170 | 0.00% | 3 | 3 | — | $1,170 | 新建仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $1,189 | 0.00% | 7 | 7 | — | $1,189 | 新建仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC SHS USD | $1,205 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC COM | $1,222 | 0.00% | 3 | 3 | — | $1,222 | 新建仓 |
| FDX | FEDEX CORP COM | $1,253 | 0.00% | 4 | 4 | — | $1,253 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP COM | $1,258 | 0.00% | 4 | 4 | — | $1,258 | 新建仓 |
| BN | BROOKFIELD CORP CL A LTD VT SH | $1,278 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $1,322 | 0.00% | 4 | 4 | — | $1,322 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $1,344 | 0.00% | 6 | 6 | — | $1,344 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $1,368 | 0.00% | 10 | 10 | — | $1,368 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $1,381 | 0.00% | 15 | 15 | — | $1,381 | 新建仓 |
| BNY | BANK OF NY MELLON CORP COM | $1,446 | 0.00% | 10 | 10 | — | $1,446 | 新建仓 |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | $1,455 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO COM | $1,465 | 0.00% | 19 | 19 | — | $1,465 | 新建仓 |
| RXRX | RECURSION PHARMACEUTICALS INC CL A | $1,468 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. COM | $1,490 | 0.00% | 11 | 11 | — | $1,490 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC COM | $1,500 | 0.00% | 9 | 9 | — | $1,500 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $1,501 | 0.00% | 4 | 4 | — | $1,501 | 新建仓 |
| FTNT | FORTINET INC COM | $1,536 | 0.00% | 10 | 10 | — | $1,536 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $1,542 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP COM | $1,588 | 0.00% | 17 | 17 | — | $1,588 | 新建仓 |
| — | WARNER BROS DISCOVERY INC COM SER A | $1,653 | 0.00% | 62 | 3 | 5.1% | $80 | 加仓 |
| TMUS | T-MOBILE US INC COM | $1,677 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO COM | $1,691 | 0.00% | 5 | 5 | — | $1,691 | 新建仓 |
| WMB | WILLIAMS COS INC COM | $1,710 | 0.00% | 23 | 23 | — | $1,710 | 新建仓 |
| JCI | JOHNSON CTLS INTL PLC SHS | $1,753 | 0.00% | 12 | 12 | — | $1,753 | 新建仓 |
| LOW | LOWES COS INC COM | $1,764 | 0.00% | 8 | 4 | 100.0% | $882 | 加仓 |
| AMT | AMERICAN TOWER CORP COM | $1,799 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | $1,880 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| SNY | SANOFI SA SPONSORED ADR | $2,090 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC SHS | $2,131 | 0.00% | 5 | 5 | — | $2,131 | 新建仓 |
| OSK | OSHKOSH CORP COM | $2,149 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC COM | $2,160 | 0.00% | 3 | 3 | — | $2,160 | 新建仓 |
| AME | AMETEK INC COM | $2,177 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP COM | $2,274 | 0.00% | 1 | 1 | — | $2,274 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $2,289 | 0.00% | 3 | 3 | — | $2,289 | 新建仓 |
| CL | COLGATE PALMOLIVE CO COM | $2,292 | 0.00% | 25 | 11 | 78.6% | $1,008 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | $2,296 | 0.00% | 5 | -20 | -80.0% | -$9,184 | 减仓 |
| TJX | TJX COS INC NEW COM | $2,424 | 0.00% | 16 | 16 | — | $2,424 | 新建仓 |
| RJF | RAYMOND JAMES FINL INC COM | $2,432 | 0.00% | 16 | 3 | 23.1% | $456 | 加仓 |
| LMT | LOCKHEED MARTIN CORP COM | $2,547 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| GOVT | ISHARES U.S. TREASURY BOND ETF | $2,574 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC SHS | $2,595 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC COM | $2,689 | 0.00% | 10 | 4 | 66.7% | $1,076 | 加仓 |
| IIPR | INNOVATIVE INDL PPTYS INC COM | $3,037 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP COM | $3,211 | 0.00% | 23 | 23 | — | $3,211 | 新建仓 |
| VIOV | VANGUARD S&P SMALL-CAP 600 VALUE ETF | $3,285 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | $3,500 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC COM | $3,575 | 0.00% | 9 | 9 | — | $3,575 | 新建仓 |
| VLUE | ISHARES MSCI USA VALUE FACTOR ETF | $3,796 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP CL A | $3,879 | 0.00% | 22 | 22 | — | $3,879 | 新建仓 |
| CAVA | CAVA GROUP INC COM | $3,924 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC COM | $3,927 | 0.00% | 29 | 21 | 262.5% | $2,844 | 加仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $3,979 | 0.00% | 2 | 2 | — | $3,979 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $4,011 | 0.00% | 8 | 6 | 300.0% | $3,008 | 加仓 |
| VO | VANGUARD MID-CAP ETF | $4,109 | 0.00% | 51 | -161 | -75.9% | -$1.30万 | 减仓 |
| TOST | TOAST INC CL A | $4,173 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $4,265 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| T | AT&T INC COM | $4,277 | 0.00% | 207 | -57 | -21.6% | -$1,178 | 减仓 |
| MO | ALTRIA GROUP INC COM | $4,317 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $4,422 | 0.00% | 46 | 7 | 17.9% | $673 | 加仓 |
| TXN | TEXAS INSTRS INC COM | $4,471 | 0.00% | 15 | 15 | — | $4,471 | 新建仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $4,606 | 0.00% | 19 | -108 | -85.0% | -$2.62万 | 减仓 |
| HSY | HERSHEY CO COM | $4,737 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| HUM | HUMANA INC COM | $4,767 | 0.00% | 12 | 2 | 20.0% | $794 | 加仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD COM | $4,957 | 0.00% | 194 | 0 | 0.0% | — | 不变 |
| DMXF | ISHARES ESG ADVANCED MSCI EAFE ETF | $5,076 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| ICLR | ICON PUB LTD CO SHS | $5,211 | 0.00% | 30 | 0 | 0.0% | — | 不变 |