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 |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC COM | $130.10万 | 0.29% | 3,444 | -662 | -16.1% | -$25.01万 | 减仓 |
| — | DIMENSIONAL US SMALL CAP VALUE ETF | $141.55万 | 0.32% | 36,492 | 284 | 0.8% | $1.10万 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $159.13万 | 0.36% | 26,659 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP COM | $168.97万 | 0.38% | 4,530 | 77 | 1.7% | $2.87万 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $188.36万 | 0.43% | 5,090 | 180 | 3.7% | $6.66万 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $237.75万 | 0.54% | 3,229 | -88 | -2.7% | -$6.48万 | 减仓 |
| AAPL | APPLE INC COM | $243.34万 | 0.55% | 8,410 | -174 | -2.0% | -$5.03万 | 减仓 |
| VB | VANGUARD SMALL-CAP ETF | $245.50万 | 0.56% | 8,099 | -4 | -0.0% | -$1,212 | 减仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $263.10万 | 0.60% | 27,242 | -166 | -0.6% | -$1.60万 | 减仓 |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | $295.05万 | 0.67% | 107,643 | -2,872 | -2.6% | -$7.87万 | 减仓 |
| SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | $330.46万 | 0.75% | 68,674 | -108 | -0.2% | -$5,197 | 减仓 |
| EFA | ISHARES MSCI EAFE ETF | $345.36万 | 0.78% | 33,246 | -480 | -1.4% | -$4.99万 | 减仓 |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $591.39万 | 1.34% | 55,545 | 444 | 0.8% | $4.73万 | 加仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $604.92万 | 1.37% | 76,544 | 6,650 | 9.5% | $52.55万 | 加仓 |
| MUNI | PIMCO INTERMED MUNI BOND | $998.61万 | 2.26% | 189,849 | 9,207 | 5.1% | $48.43万 | 加仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $1,242.51万 | 2.82% | 256,559 | 20,076 | 8.5% | $97.23万 | 加仓 |
| REET | ISHARES GLOBAL REIT ETF | $1,437.08万 | 3.26% | 520,305 | 29,278 | 6.0% | $80.87万 | 加仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $1,493.54万 | 3.39% | 180,706 | 17,892 | 11.0% | $147.88万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $1,655.08万 | 3.75% | 22,163 | -53 | -0.2% | -$3.96万 | 减仓 |
| SCHR | SCHWAB INTERMEDIATE-TERM US TREASURY ETF | $1,881.46万 | 4.27% | 762,960 | 61,254 | 8.7% | $151.05万 | 加仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $2,182.72万 | 4.95% | 202,817 | 27,462 | 15.7% | $295.55万 | 加仓 |
| AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | $2,629.33万 | 5.96% | 255,151 | 13,684 | 5.7% | $141.01万 | 加仓 |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $3,079.86万 | 6.98% | 246,862 | 14,332 | 6.2% | $178.81万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $3,795.03万 | 8.60% | 532,635 | 25,118 | 4.9% | $178.97万 | 加仓 |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $4,636.81万 | 10.51% | 480,549 | 15,240 | 3.3% | $147.05万 | 加仓 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $1.23亿 | 27.98% | 4,261,509 | 243,641 | 6.1% | $705.58万 | 加仓 |