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 |
|---|---|---|---|---|---|---|---|---|
| KR | KROGER CO COM | $389 | 0.00% | 7 | 7 | — | $389 | 新建仓 |
| — | AVALONBAY CMNTYS INC COM | $377 | 0.00% | 2 | 2 | — | $377 | 新建仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $367 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC COM | $338 | 0.00% | 1 | 1 | — | $338 | 新建仓 |
| NMAX | NEWSMAX INC COM SHS CLASS B | $331 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC COM | $328 | 0.00% | 12 | 12 | — | $328 | 新建仓 |
| FDXF | FEDEX FGHT HLDG CO INC COMMON STOCK | $302 | 0.00% | 2 | 2 | — | $302 | 新建仓 |
| SVM | SILVERCORP METALS INC COM | $283 | 0.00% | 28 | 15 | 115.4% | $152 | 加仓 |
| VTRS | VIATRIS INC COM | $191 | 0.00% | 12 | -12 | -50.0% | -$191 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $177 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| EGHT | 8X8 INC NEW COM | $171 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| AMTM | AMENTUM HOLDINGS INC COM | $83 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | CNFINANCE HLDGS LTD SPONSORED ADS | $69 | 0.00% | 25 | 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 |
| NOK | NOKIA CORP SPONSORED ADR | $27 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | 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 |