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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -1,152 | -100.0% | -$19.54万 | 清仓 |
| ABNB | AIRBNB INC COM CL A | $0 | 0.00% | 0 | -150 | -100.0% | -$1.89万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $0 | 0.00% | 0 | -324 | -100.0% | -$1.63万 | 清仓 |
| OKLO | OKLO INC COM CL A | $0 | 0.00% | 0 | -300 | -100.0% | -$1.49万 | 清仓 |
| UTG | REAVES UTIL INCOME FD COM SH BEN INT | $0 | 0.00% | 0 | -160 | -100.0% | -$6,275 | 清仓 |
| MP | MP MATERIALS CORP COM CL A | $0 | 0.00% | 0 | -100 | -100.0% | -$4,826 | 清仓 |
| CHEF | CHEFS WHSE INC COM | $0 | 0.00% | 0 | -32 | -100.0% | -$1,902 | 清仓 |
| SBSW | SIBANYE STILLWATER LTD SPONSORED ADR | $0 | 0.00% | 0 | -35 | -100.0% | -$431 | 清仓 |
| — | UNITI GROUP LLC COM SHS | $0 | 0.00% | 0 | -4 | -100.0% | -$38 | 清仓 |
| — | GOSSAMER BIO INC COM | $0 | 0.00% | 0 | -25 | -100.0% | -$8 | 清仓 |
| NOK | NOKIA CORP SPONSORED ADR | $27 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | HIGH TIDE INC COM NEW | $46 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| UNIT | UNITI GROUP LLC COM SHS | $46 | 0.00% | 4 | 4 | — | $46 | 新建仓 |
| — | CNFINANCE HLDGS LTD SPONSORED ADS | $69 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| AMTM | AMENTUM HOLDINGS INC COM | $83 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| EGHT | 8X8 INC NEW COM | $171 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $177 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC COM | $191 | 0.00% | 12 | -12 | -50.0% | -$191 | 减仓 |
| SVM | SILVERCORP METALS INC COM | $283 | 0.00% | 28 | 15 | 115.4% | $152 | 加仓 |
| FDXF | FEDEX FGHT HLDG CO INC COMMON STOCK | $302 | 0.00% | 2 | 2 | — | $302 | 新建仓 |
| DOW | DOW HLDGS INC COM | $328 | 0.00% | 12 | 12 | — | $328 | 新建仓 |
| NMAX | NEWSMAX INC COM SHS CLASS B | $331 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC COM | $338 | 0.00% | 1 | 1 | — | $338 | 新建仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $367 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | AVALONBAY CMNTYS INC COM | $377 | 0.00% | 2 | 2 | — | $377 | 新建仓 |
| KR | KROGER CO COM | $389 | 0.00% | 7 | 7 | — | $389 | 新建仓 |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $394 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC COM | $394 | 0.00% | 5 | 5 | — | $394 | 新建仓 |
| VOE | VANGUARD MID-CAP VALUE ETF | $395 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INC CL A | $404 | 0.00% | 3 | 3 | — | $404 | 新建仓 |
| D | DOMINION ENERGY INC COM | $410 | 0.00% | 6 | -33 | -84.6% | -$2,255 | 减仓 |
| — | ELECTRONIC ARTS INC COM | $410 | 0.00% | 2 | 2 | — | $410 | 新建仓 |
| CMCSA | COMCAST CORP NEW CL A | $417 | 0.00% | 17 | 17 | — | $417 | 新建仓 |
| EXC | EXELON CORP COM | $420 | 0.00% | 9 | 9 | — | $420 | 新建仓 |
| STE | STERIS PLC SHS USD | $421 | 0.00% | 2 | 2 | — | $421 | 新建仓 |
| BIIB | BIOGEN INC COM | $432 | 0.00% | 2 | 2 | — | $432 | 新建仓 |
| SNPS | SYNOPSYS INC COM | $446 | 0.00% | 1 | 1 | — | $446 | 新建仓 |
| TROW | PRICE T ROWE GROUP INC COM | $455 | 0.00% | 4 | 4 | — | $455 | 新建仓 |
| DG | DOLLAR GEN CORP COM | $460 | 0.00% | 4 | 4 | — | $460 | 新建仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC COM | $462 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC COM | $467 | 0.00% | 4 | 4 | — | $467 | 新建仓 |
| GRMN | GARMIN LTD SHS | $475 | 0.00% | 2 | 2 | — | $475 | 新建仓 |
| HAL | HALLIBURTON CO COM | $475 | 0.00% | 14 | 14 | — | $475 | 新建仓 |
| XEL | XCEL ENERGY INC COM | $482 | 0.00% | 6 | 6 | — | $482 | 新建仓 |
| CBOE | CBOE GLOBAL MKTS INC COM | $485 | 0.00% | 2 | 2 | — | $485 | 新建仓 |
| CCL | CARNIVAL CORP LTD COMMON SHARES | $486 | 0.00% | 17 | 17 | — | $486 | 新建仓 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $490 | 0.00% | 3 | 3 | — | $490 | 新建仓 |
| IMCG | ISHARES MORNINGSTAR MID-CAP GROWTH ETF | $492 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC COM | $492 | 0.00% | 2 | 2 | — | $492 | 新建仓 |
| DVN | DEVON ENERGY CORP NEW COM | $496 | 0.00% | 12 | 12 | — | $496 | 新建仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM | $500 | 0.00% | 2 | 2 | — | $500 | 新建仓 |
| VRSN | VERISIGN INC COM | $503 | 0.00% | 2 | 2 | — | $503 | 新建仓 |
| ES | EVERSOURCE ENERGY COM | $506 | 0.00% | 7 | 7 | — | $506 | 新建仓 |
| EXPE | EXPEDIA GROUP INC COM NEW | $512 | 0.00% | 2 | 2 | — | $512 | 新建仓 |
| APP | APPLOVIN CORP COM CL A | $515 | 0.00% | 1 | 1 | — | $515 | 新建仓 |
| ATO | ATMOS ENERGY CORP COM | $517 | 0.00% | 3 | 3 | — | $517 | 新建仓 |
| EOG | EOG RES INC COM | $519 | 0.00% | 4 | 4 | — | $519 | 新建仓 |
| VLO | VALERO ENERGY CORP COM | $521 | 0.00% | 2 | 2 | — | $521 | 新建仓 |
| INTU | INTUIT COM | $522 | 0.00% | 2 | 2 | — | $522 | 新建仓 |
| HUBB | HUBBELL INC COM | $523 | 0.00% | 1 | 1 | — | $523 | 新建仓 |
| FANG | DIAMONDBACK ENERGY INC COM | $527 | 0.00% | 3 | 3 | — | $527 | 新建仓 |
| SYF | SYNCHRONY FINANCIAL COM | $532 | 0.00% | 7 | 7 | — | $532 | 新建仓 |
| VTR | VENTAS INC COM | $533 | 0.00% | 6 | 6 | — | $533 | 新建仓 |
| TRGP | TARGA RES CORP COM | $536 | 0.00% | 2 | 2 | — | $536 | 新建仓 |
| WAB | WABTEC COM | $539 | 0.00% | 2 | 2 | — | $539 | 新建仓 |
| PHM | PULTE GROUP INC COM | $549 | 0.00% | 4 | 4 | — | $549 | 新建仓 |
| BKR | BAKER HUGHES COMPANY CL A | $555 | 0.00% | 10 | 10 | — | $555 | 新建仓 |
| CINF | CINCINNATI FINL CORP COM | $555 | 0.00% | 3 | 3 | — | $555 | 新建仓 |
| AXON | AXON ENTERPRISE INC COM | $561 | 0.00% | 1 | 1 | — | $561 | 新建仓 |
| AEE | AMEREN CORP COM | $565 | 0.00% | 5 | 5 | — | $565 | 新建仓 |
| IR | INGERSOLL RAND INC COM | $574 | 0.00% | 7 | 7 | — | $574 | 新建仓 |
| MLM | MARTIN MARIETTA MATLS INC COM | $577 | 0.00% | 1 | 1 | — | $577 | 新建仓 |
| IQV | IQVIA HLDGS INC COM | $580 | 0.00% | 3 | 3 | — | $580 | 新建仓 |
| ACGL | ARCH CAP GROUP LTD ORD | $582 | 0.00% | 6 | 6 | — | $582 | 新建仓 |
| EQT | EQT CORP COM | $585 | 0.00% | 11 | 11 | — | $585 | 新建仓 |
| SYY | SYSCO CORP COM | $585 | 0.00% | 7 | 7 | — | $585 | 新建仓 |
| VMC | VULCAN MATLS CO COM | $590 | 0.00% | 2 | 2 | — | $590 | 新建仓 |
| COF | CAPITAL ONE FINL CORP COM | $602 | 0.00% | 3 | 3 | — | $602 | 新建仓 |
| REGN | REGENERON PHARMACEUTICALS COM | $624 | 0.00% | 1 | 1 | — | $624 | 新建仓 |
| ACWI | ISHARES MSCI ACWI ETF | $628 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC DEL COM | $632 | 0.00% | 5 | 5 | — | $632 | 新建仓 |
| RCL | ROYAL CARIBBEAN GROUP COM | $635 | 0.00% | 2 | 2 | — | $635 | 新建仓 |
| YUM | YUM BRANDS INC COM | $639 | 0.00% | 4 | 4 | — | $639 | 新建仓 |
| SDVY | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | $647 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION FREIGHT LINE INC COM | $650 | 0.00% | 3 | 3 | — | $650 | 新建仓 |
| SLB | SLB LIMITED COM STK | $651 | 0.00% | 14 | 14 | — | $651 | 新建仓 |
| TGT | TARGET CORP COM | $653 | 0.00% | 5 | -5 | -50.0% | -$653 | 重新持有 |
| CVNA | CARVANA CO CL A | $658 | 0.00% | 10 | 10 | — | $658 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC COM | $660 | 0.00% | 2 | 2 | — | $660 | 新建仓 |
| ON | ON SEMICONDUCTOR CORP COM | $662 | 0.00% | 7 | 7 | — | $662 | 新建仓 |
| HIG | HARTFORD INSURANCE GROUP INC COM | $663 | 0.00% | 5 | 5 | — | $663 | 新建仓 |
| A | AGILENT TECHNOLOGIES INC COM | $664 | 0.00% | 5 | 5 | — | $664 | 新建仓 |
| CSX | CSX CORP COM | $665 | 0.00% | 14 | 14 | — | $665 | 新建仓 |
| EBAY | EBAY INC. COM | $671 | 0.00% | 6 | 6 | — | $671 | 新建仓 |
| CB | CHUBB LIMITED COM | $681 | 0.00% | 2 | 2 | — | $681 | 新建仓 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $688 | 0.00% | 9 | 9 | — | $688 | 新建仓 |
| ETR | ENTERGY CORP NEW COM | $689 | 0.00% | 6 | 6 | — | $689 | 新建仓 |
| CAH | CARDINAL HEALTH INC COM | $713 | 0.00% | 3 | 3 | — | $713 | 新建仓 |
| PCAR | PACCAR INC COM | $721 | 0.00% | 6 | 6 | — | $721 | 新建仓 |
| WAT | WATERS CORP COM | $750 | 0.00% | 2 | 2 | — | $750 | 新建仓 |