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 |
|---|---|---|---|---|---|---|---|---|
| FPEI | FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF | $5,498 | 0.00% | 285 | 0 | 0.0% | — | 不变 |
| UBSI | UNITED BANKSHARES INC WEST VA COM | $5,683 | 0.00% | 124 | 0 | 0.0% | — | 不变 |
| FRPT | FRESHPET INC COM | $5,912 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP COM NEW | $6,034 | 0.00% | 20 | 20 | — | $6,034 | 新建仓 |
| SNOW | SNOWFLAKE INC COM SHS | $6,363 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP COM | $6,415 | 0.00% | 23 | 3 | 15.0% | $837 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $6,658 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $7,158 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| BROS | DUTCH BROS INC CL A | $7,181 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED CL A | $7,190 | 0.00% | 14 | 6 | 75.0% | $3,081 | 加仓 |
| SAP | SAP SE SPON ADR | $7,397 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC COM | $7,447 | 0.00% | 25 | 25 | — | $7,447 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC COM | $7,502 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $7,764 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| SHM | STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF | $7,818 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO COM | $7,948 | 0.00% | 251 | 0 | 0.0% | — | 不变 |
| VCR | VANGUARD CONSUMER DISCRETIONARY ETF | $7,992 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $8,237 | 0.00% | 154 | 0 | 0.0% | — | 不变 |
| SIL | GLOBAL X SILVER MINERS ETF | $8,288 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC CL B | $8,490 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP COM NEW | $8,667 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| GH | GUARDANT HEALTH INC COM | $8,702 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC COM | $8,948 | 0.00% | 124 | 24 | 24.0% | $1,732 | 加仓 |
| J | JACOBS SOLUTIONS INC COM | $9,086 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC COM | $9,174 | 0.00% | 85 | -28 | -24.8% | -$3,022 | 减仓 |
| ABT | ABBOTT LABORATORIES COM | $9,346 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP COM SHS | $9,644 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. COM | $9,782 | 0.00% | 137 | -113 | -45.2% | -$8,068 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP INC COM CL A | $1.01万 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP COM | $1.03万 | 0.00% | 29 | 2 | 7.4% | $708 | 加仓 |
| WFC | WELLS FARGO & CO COM | $1.04万 | 0.00% | 126 | 26 | 26.0% | $2,149 | 加仓 |
| V | VISA INC COM CL A | $1.06万 | 0.00% | 31 | 13 | 72.2% | $4,460 | 加仓 |
| FDIS | FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF | $1.09万 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC CAP STK CL C | $1.10万 | 0.00% | 31 | -169 | -84.5% | -$5.97万 | 减仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $1.13万 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC COM | $1.13万 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $1.22万 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $1.23万 | 0.00% | 354 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $1.29万 | 0.00% | 224 | 24 | 12.0% | $1,383 | 加仓 |
| FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $1.29万 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | $1.39万 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| RGLD | ROYAL GOLD INC COM | $1.40万 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC COM | $1.42万 | 0.00% | 79 | 12 | 17.9% | $2,159 | 加仓 |
| FDVV | FIDELITY HIGH DIVIDEND ETF | $1.42万 | 0.00% | 236 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO COM | $1.43万 | 0.00% | 66 | 6 | 10.0% | $1,299 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $1.44万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC COM NEW | $1.46万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $1.50万 | 0.00% | 181 | 0 | 0.0% | — | 不变 |
| USXF | ISHARES ESG ADVANCED MSCI USA ETF | $1.50万 | 0.00% | 216 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $1.50万 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC COM CL A | $1.50万 | 0.00% | 150 | 150 | — | $1.50万 | 新建仓 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $1.51万 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| — | OCEAN PWR TECHNOLOGIES INC COM NEW | $1.53万 | 0.00% | 58,285 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $1.55万 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC CL B | $1.62万 | 0.00% | 151 | 7 | 4.9% | $753 | 加仓 |
| WTV | WISDOMTREE US VALUE FUND OF BENEF INTEREST | $1.67万 | 0.00% | 164 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP COM | $1.75万 | 0.00% | 171 | 6 | 3.6% | $614 | 加仓 |
| VKTX | VIKING THERAPEUTICS INC COM | $1.76万 | 0.00% | 450 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC COM NEW | $1.76万 | 0.00% | 126 | 126 | — | $1.76万 | 新建仓 |
| AZN | ASTRAZENECA PLC ORD | $1.84万 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS COM | $1.85万 | 0.00% | 178 | 0 | 0.0% | — | 不变 |
| AOA | ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF | $1.89万 | 0.00% | 194 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP COM | $1.90万 | 0.00% | 112 | 5 | 4.7% | $847 | 加仓 |
| MRK | MERCK & CO INC COM | $1.90万 | 0.00% | 148 | 29 | 24.4% | $3,726 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $1.91万 | 0.00% | 46 | 6 | 15.0% | $2,494 | 加仓 |
| AMAT | APPLIED MATLS INC COM | $1.95万 | 0.00% | 27 | 15 | 125.0% | $1.08万 | 加仓 |
| GDXJ | VANECK JUNIOR GOLD MINERS ETF | $1.98万 | 0.00% | 202 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP COM NEW | $2.08万 | 0.00% | 344 | 3 | 0.9% | $181 | 加仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $2.16万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| UGI | UGI CORP NEW COM | $2.17万 | 0.00% | 627 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION COM | $2.17万 | 0.00% | 131 | 13 | 11.0% | $2,155 | 加仓 |
| MS | MORGAN STANLEY COM NEW | $2.32万 | 0.01% | 111 | 13 | 13.3% | $2,717 | 加仓 |
| QQEW | FIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETF | $2.39万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD UTILITIES ETF | $2.44万 | 0.01% | 125 | 1 | 0.8% | $196 | 加仓 |
| CMI | CUMMINS INC COM | $2.45万 | 0.01% | 34 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP COM | $2.57万 | 0.01% | 1,116 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC COM | $2.60万 | 0.01% | 1,079 | -77 | -6.7% | -$1,854 | 减仓 |
| DE | DEERE & CO COM | $2.60万 | 0.01% | 41 | 4 | 10.8% | $2,537 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $2.61万 | 0.01% | 178 | 14 | 8.5% | $2,053 | 加仓 |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $2.63万 | 0.01% | 268 | 0 | 0.0% | — | 不变 |
| TPR | TAPESTRY INC COM | $2.69万 | 0.01% | 184 | 1 | 0.5% | $146 | 加仓 |
| KO | COCA COLA CO COM | $2.90万 | 0.01% | 357 | 272 | 320.0% | $2.21万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $2.92万 | 0.01% | 250 | 25 | 11.1% | $2,917 | 加仓 |
| SO | SOUTHERN CO COM | $3.01万 | 0.01% | 314 | 0 | 0.0% | — | 不变 |
| GDX | VANECK GOLD MINERS ETF | $3.20万 | 0.01% | 424 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $3.23万 | 0.01% | 891 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC COM | $3.34万 | 0.01% | 459 | 0 | 0.0% | — | 不变 |
| WWD | WOODWARD INC COM | $3.40万 | 0.01% | 80 | 0 | 0.0% | — | 不变 |
| HYD | VANECK HIGH YIELD MUNI ETF | $3.50万 | 0.01% | 680 | 680 | — | $3.50万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $3.61万 | 0.01% | 39 | -13 | -25.0% | -$1.20万 | 减仓 |
| OLED | UNIVERSAL DISPLAY CORP COM | $3.76万 | 0.01% | 434 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $3.82万 | 0.01% | 320 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC COM | $3.93万 | 0.01% | 156 | 42 | 36.8% | $1.06万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP COM | $4.02万 | 0.01% | 358 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC CL A | $4.28万 | 0.01% | 76 | -19 | -20.0% | -$1.07万 | 减仓 |
| EMR | EMERSON ELEC CO COM | $4.29万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| CECO | CECO ENVIRONMENTAL CORP COM | $4.36万 | 0.01% | 481 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC CL A | $4.42万 | 0.01% | 764 | 0 | 0.0% | — | 不变 |
| TLN | TALEN ENERGY CORP COM | $4.61万 | 0.01% | 120 | 0 | 0.0% | — | 不变 |
| IMCB | ISHARES MORNINGSTAR MID-CAP ETF | $4.72万 | 0.01% | 489 | 1 | 0.2% | $97 | 加仓 |