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 |
|---|---|---|---|---|---|---|---|---|
| ISRG | INTUITIVE SURGICAL INC COM NEW | $8,298 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE SPON ADR | $8,218 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC COM | $8,213 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC CL C | $8,207 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP COM SHS | $8,163 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO COM | $7,961 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC CL B | $7,935 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $7,861 | 0.00% | 76 | -29 | -27.6% | -$3,000 | 减仓 |
| SHM | STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF | $7,796 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROUP INC COM CL A | $7,780 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $7,684 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| T | AT&T INC COM | $7,649 | 0.00% | 264 | 1 | 0.4% | $29 | 加仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $7,586 | 0.00% | 154 | 0 | 0.0% | — | 不变 |
| VCR | VANGUARD CONSUMER DISCRETIONARY ETF | $7,221 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC COM | $7,193 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO COM | $6,464 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| UTG | REAVES UTIL INCOME FD COM SH BEN INT | $6,275 | 0.00% | 160 | 3 | 1.9% | $118 | 加仓 |
| FRPT | FRESHPET INC COM | $5,896 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO COM | $5,613 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| V | VISA INC COM CL A | $5,440 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| FPEI | FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF | $5,415 | 0.00% | 285 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP COM | $5,407 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| GH | GUARDANT HEALTH INC COM | $5,357 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| UBSI | UNITED BANKSHARES INC WEST VA COM | $5,136 | 0.00% | 124 | 0 | 0.0% | — | 不变 |
| BROS | DUTCH BROS INC CL A | $5,066 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MP | MP MATERIALS CORP COM CL A | $4,826 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| DMXF | ISHARES ESG ADVANCED MSCI EAFE ETF | $4,527 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP COM NEW | $4,273 | 0.00% | 20 | 20 | — | $4,273 | 新建仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD COM | $4,247 | 0.00% | 194 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | $4,111 | 0.00% | 116 | -143 | -55.2% | -$5,068 | 减仓 |
| AMAT | APPLIED MATLS INC COM | $4,101 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| CAVA | CAVA GROUP INC COM | $4,045 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED CL A | $3,997 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| TOST | TOAST INC CL A | $3,977 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC COM | $3,959 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC COM SHS | $3,771 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC COM | $3,527 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| ICLR | ICON PLC SHS | $3,320 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $3,034 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP COM | $3,022 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| VIOV | VANGUARD S&P SMALL-CAP 600 VALUE ETF | $2,849 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $2,826 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| VLUE | ISHARES MSCI USA VALUE FACTOR ETF | $2,702 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| GOVT | ISHARES U.S. TREASURY BOND ETF | $2,589 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC SHS | $2,479 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| IIPR | INNOVATIVE INDL PPTYS INC COM | $2,458 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC COM | $2,411 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| SNY | SANOFI SA SPONSORED ADR | $2,361 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC COM | $2,260 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC COM | $2,100 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| OSK | OSHKOSH CORP COM | $2,061 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC COM | $1,929 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| CHEF | CHEFS WHSE INC COM | $1,902 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP COM | $1,898 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| RJF | RAYMOND JAMES FINL INC COM | $1,882 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| HUM | HUMANA INC COM | $1,734 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC COM SER A | $1,620 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | $1,610 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $1,538 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC COM | $1,383 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | $1,313 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC COM | $1,242 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| RXRX | RECURSION PHARMACEUTICALS INC CL A | $1,228 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP CL A LTD VT SH | $1,214 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO COM | $1,193 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| STAG | STAG INDUSTRIAL INC COM | $1,082 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC SHS | $1,040 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $983 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO COM | $962 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC COM | $945 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| JAZZ | JAZZ PHARMACEUTICALS PLC SHS USD | $945 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| IHE | ISHARES U.S. PHARMACEUTICALS ETF | $780 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC COM | $729 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| SDVY | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | $591 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| ACWI | ISHARES MSCI ACWI ETF | $553 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| OPEN | OPENDOOR TECHNOLOGIES INC COM | $468 | 0.00% | 100 | 100 | — | $468 | 新建仓 |
| SBSW | SIBANYE STILLWATER LTD SPONSORED ADR | $431 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| IMCG | ISHARES MORNINGSTAR MID-CAP GROWTH ETF | $394 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD MID-CAP VALUE ETF | $369 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $368 | 0.00% | 5 | -4 | -44.4% | -$294 | 减仓 |
| VTRS | VIATRIS INC COM | $324 | 0.00% | 24 | 12 | 100.0% | $162 | 加仓 |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $314 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| NMAX | NEWSMAX INC COM SHS CLASS B | $209 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| EGHT | 8X8 INC NEW COM | $166 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $152 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| SVM | SILVERCORP METALS INC COM | $140 | 0.00% | 13 | 6 | 85.7% | $65 | 加仓 |
| AMTM | AMENTUM HOLDINGS INC COM | $104 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | CNFINANCE HLDGS LTD SPONSORED ADS | $98 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | HIGH TIDE INC COM NEW | $46 | 0.00% | 20 | 20 | — | $46 | 新建仓 |
| — | UNITI GROUP LLC COM SHS | $38 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORP SPONSORED ADR | $16 | 0.00% | 2 | 2 | — | $16 | 新建仓 |
| — | GOSSAMER BIO INC COM | $8 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | COMERICA INC COM | $0 | 0.00% | 0 | -1,513 | -100.0% | -$13.15万 | 清仓 |
| SEIV | SEI ENHANCED U.S. LARGE CAP VALUE FACTOR ETF | $0 | 0.00% | 0 | -1,108 | -100.0% | -$4.60万 | 清仓 |
| SEIM | SEI ENHANCED U.S. LARGE CAP MOMENTUM FACTOR ETF | $0 | 0.00% | 0 | -963 | -100.0% | -$4.44万 | 清仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CL A | $0 | 0.00% | 0 | -488 | -100.0% | -$4.05万 | 清仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $0 | 0.00% | 0 | -1,069 | -100.0% | -$3.04万 | 清仓 |
| SEIQ | SEI ENHANCED U.S. LARGE CAP QUALITY FACTOR ETF | $0 | 0.00% | 0 | -548 | -100.0% | -$2.13万 | 清仓 |
| AZN | ASTRAZENECA PLC SPONSORED ADR | $0 | 0.00% | 0 | -98 | -100.0% | -$1.79万 | 清仓 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $0 | 0.00% | 0 | -84 | -100.0% | -$6,525 | 清仓 |