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 |
|---|---|---|---|---|---|---|---|---|
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $1.23亿 | 27.98% | 4,261,509 | 243,641 | 6.1% | $705.58万 | 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 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $3,795.03万 | 8.60% | 532,635 | 25,118 | 4.9% | $178.97万 | 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 |
| AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | $2,629.33万 | 5.96% | 255,151 | 13,684 | 5.7% | $141.01万 | 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 |
| SCHR | SCHWAB INTERMEDIATE-TERM US TREASURY ETF | $1,881.46万 | 4.27% | 762,960 | 61,254 | 8.7% | $151.05万 | 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 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $1,493.54万 | 3.39% | 180,706 | 17,892 | 11.0% | $147.88万 | 加仓 |
| REET | ISHARES GLOBAL REIT ETF | $1,437.08万 | 3.26% | 520,305 | 29,278 | 6.0% | $80.87万 | 加仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $1,242.51万 | 2.82% | 256,559 | 20,076 | 8.5% | $97.23万 | 加仓 |
| MUNI | PIMCO INTERMED MUNI BOND | $998.61万 | 2.26% | 189,849 | 9,207 | 5.1% | $48.43万 | 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 |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $591.39万 | 1.34% | 55,545 | 444 | 0.8% | $4.73万 | 加仓 |
| EFA | ISHARES MSCI EAFE ETF | $345.36万 | 0.78% | 33,246 | -480 | -1.4% | -$4.99万 | 减仓 |
| SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | $330.46万 | 0.75% | 68,674 | -108 | -0.2% | -$5,197 | 减仓 |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | $295.05万 | 0.67% | 107,643 | -2,872 | -2.6% | -$7.87万 | 减仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $263.10万 | 0.60% | 27,242 | -166 | -0.6% | -$1.60万 | 减仓 |
| VB | VANGUARD SMALL-CAP ETF | $245.50万 | 0.56% | 8,099 | -4 | -0.0% | -$1,212 | 减仓 |
| AAPL | APPLE INC COM | $243.34万 | 0.55% | 8,410 | -174 | -2.0% | -$5.03万 | 减仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $237.75万 | 0.54% | 3,229 | -88 | -2.7% | -$6.48万 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $188.36万 | 0.43% | 5,090 | 180 | 3.7% | $6.66万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $168.97万 | 0.38% | 4,530 | 77 | 1.7% | $2.87万 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $159.13万 | 0.36% | 26,659 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL US SMALL CAP VALUE ETF | $141.55万 | 0.32% | 36,492 | 284 | 0.8% | $1.10万 | 加仓 |
| AVGO | BROADCOM INC COM | $130.10万 | 0.29% | 3,444 | -662 | -16.1% | -$25.01万 | 减仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $129.61万 | 0.29% | 4,314 | -32 | -0.7% | -$9,614 | 减仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $126.93万 | 0.29% | 14,847 | 2,462 | 19.9% | $21.05万 | 加仓 |
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | $123.06万 | 0.28% | 7,976 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES ESG AWARE MSCI USA ETF | $118.66万 | 0.27% | 7,250 | -38 | -0.5% | -$6,219 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $87.75万 | 0.20% | 2,993 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION COM | $71.20万 | 0.16% | 3,559 | 12 | 0.3% | $2,401 | 加仓 |
| BAC | BANK OF AMER CORP COM | $67.45万 | 0.15% | 11,837 | 19 | 0.2% | $1,083 | 加仓 |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $64.04万 | 0.15% | 6,229 | 8 | 0.1% | $822 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $51.79万 | 0.12% | 754 | 648 | 611.3% | $44.51万 | 加仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $49.54万 | 0.11% | 17,884 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC CAP STK CL A | $47.68万 | 0.11% | 1,334 | 598 | 81.2% | $21.37万 | 加仓 |
| AVRE | AVANTIS REAL ESTATE ETF | $46.45万 | 0.11% | 9,803 | 127 | 1.3% | $6,017 | 加仓 |
| VOT | VANGUARD MID-CAP GROWTH ETF | $45.33万 | 0.10% | 1,480 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP COM | $45.25万 | 0.10% | 1,674 | -55 | -3.2% | -$1.49万 | 减仓 |
| AOR | ISHARES CORE 60/40 BALANCED ALLOCATION ETF | $45.04万 | 0.10% | 6,481 | 17 | 0.3% | $1,182 | 加仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $42.47万 | 0.10% | 8,397 | 2,384 | 39.6% | $12.06万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $40.81万 | 0.09% | 545 | 0 | 0.0% | — | 不变 |
| EEMV | ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF | $40.65万 | 0.09% | 5,400 | 0 | 0.0% | — | 不变 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $40.09万 | 0.09% | 7,956 | 484 | 6.5% | $2.44万 | 加仓 |
| VLGEA | VILLAGE SUPER MKT INC CL A NEW | $39.00万 | 0.09% | 9,245 | 7,424 | 407.7% | $31.31万 | 加仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $36.40万 | 0.08% | 12,369 | 0 | 0.0% | — | 不变 |
| SLYV | STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF | $36.20万 | 0.08% | 3,318 | -89 | -2.6% | -$9,711 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $35.73万 | 0.08% | 714 | 8 | 1.1% | $4,003 | 加仓 |
| HYMB | STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF | $34.20万 | 0.08% | 13,445 | 8,543 | 174.3% | $21.73万 | 加仓 |
| VXF | VANGUARD EXTENDED MARKET ETF | $33.00万 | 0.07% | 1,340 | 840 | 168.0% | $20.69万 | 加仓 |
| CAT | CATERPILLAR INC COM | $31.84万 | 0.07% | 299 | 9 | 3.1% | $9,584 | 加仓 |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | $31.49万 | 0.07% | 2,304 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES ESG AWARE MSCI EM ETF | $30.90万 | 0.07% | 5,650 | -395 | -6.5% | -$2.16万 | 减仓 |
| ESML | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | $30.39万 | 0.07% | 5,434 | -128 | -2.3% | -$7,159 | 减仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $29.61万 | 0.07% | 8,751 | -434 | -4.7% | -$1.47万 | 减仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $29.44万 | 0.07% | 3,053 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $29.27万 | 0.07% | 2,358 | -354 | -13.1% | -$4.39万 | 减仓 |
| IVOG | VANGUARD S&P MID-CAP 400 GROWTH ETF | $28.32万 | 0.06% | 1,936 | 0 | 0.0% | — | 不变 |
| SCHI | SCHWAB 5-10 YEAR CORPORATE BOND ETF | $27.59万 | 0.06% | 12,185 | 150 | 1.2% | $3,396 | 加仓 |
| GLW | CORNING INC COM | $25.75万 | 0.06% | 1,008 | 8 | 0.8% | $2,043 | 加仓 |
| SUSC | ISHARES ESG AWARE USD CORPORATE BOND ETF | $24.73万 | 0.06% | 10,680 | 689 | 6.9% | $1.60万 | 加仓 |
| BGRN | ISHARES TRUST ISHARES USD GREEN BOND ETF | $24.70万 | 0.06% | 5,202 | 325 | 6.7% | $1.54万 | 加仓 |
| AMGN | AMGEN INC COM | $24.30万 | 0.06% | 671 | 0 | 0.0% | — | 不变 |
| IDCC | INTERDIGITAL INC COM | $24.07万 | 0.05% | 850 | 0 | 0.0% | — | 不变 |
| CAPL | CROSSAMERICA PARTNERS LP UT LTD PTN INT | $22.41万 | 0.05% | 9,996 | -6,317 | -38.7% | -$14.16万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $21.55万 | 0.05% | 371 | 21 | 6.0% | $1.22万 | 加仓 |
| QCOM | QUALCOMM INC COM | $21.32万 | 0.05% | 1,154 | -2 | -0.2% | -$370 | 减仓 |
| SPHY | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | $20.95万 | 0.05% | 8,938 | 156 | 1.8% | $3,657 | 加仓 |
| ACWX | ISHARES MSCI ACWI EX U.S. ETF | $20.53万 | 0.05% | 2,698 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $20.36万 | 0.05% | 211 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION COM | $20.34万 | 0.05% | 1,072 | 12 | 1.1% | $2,277 | 加仓 |
| MAR | MARRIOTT INTL INC NEW CL A | $19.72万 | 0.04% | 532 | 3 | 0.6% | $1,112 | 加仓 |
| FTGC | FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND | $19.09万 | 0.04% | 7,059 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD SHARES | $18.16万 | 0.04% | 493 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON COM | $18.11万 | 0.04% | 713 | 37 | 5.5% | $9,397 | 加仓 |
| VIOG | VANGUARD S&P SMALL-CAP 600 GROWTH ETF | $17.66万 | 0.04% | 1,151 | 0 | 0.0% | — | 不变 |
| SUSB | ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | $16.37万 | 0.04% | 6,551 | 374 | 6.1% | $9,346 | 加仓 |
| FITB | FIFTH THIRD BANCORP COM | $15.98万 | 0.04% | 2,835 | 12 | 0.4% | $676 | 加仓 |
| DLS | WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND | $15.25万 | 0.03% | 1,820 | 0 | 0.0% | — | 不变 |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $15.24万 | 0.03% | 1,298 | -172 | -11.7% | -$2.02万 | 减仓 |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | $15.13万 | 0.03% | 2,565 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC COM | $13.99万 | 0.03% | 587 | -127 | -17.8% | -$3.03万 | 减仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $13.84万 | 0.03% | 1,012 | 1,012 | — | $13.84万 | 新建仓 |
| UNP | UNION PAC CORP COM | $13.82万 | 0.03% | 508 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $13.57万 | 0.03% | 1,790 | 0 | 0.0% | — | 不变 |
| IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $13.22万 | 0.03% | 2,486 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC COM | $12.17万 | 0.03% | 1,074 | -252 | -19.0% | -$2.85万 | 减仓 |
| DIS | DISNEY WALT CO COM | $11.77万 | 0.03% | 1,222 | -575 | -32.0% | -$5.54万 | 减仓 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $11.40万 | 0.03% | 452 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $10.62万 | 0.02% | 2,880 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO COM | $10.49万 | 0.02% | 321 | 25 | 8.4% | $8,173 | 加仓 |
| MU | MICRON TECHNOLOGY INC COM | $9.93万 | 0.02% | 86 | 5 | 6.2% | $5,771 | 加仓 |
| PAYX | PAYCHEX INC COM | $9.73万 | 0.02% | 990 | 5 | 0.5% | $492 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $9.59万 | 0.02% | 1,244 | -1,742 | -58.3% | -$13.43万 | 减仓 |
| CSCO | CISCO SYS INC COM | $9.45万 | 0.02% | 805 | 71 | 9.7% | $8,336 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $9.43万 | 0.02% | 636 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC COM | $9.27万 | 0.02% | 1,056 | 21 | 2.0% | $1,843 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW COM | $9.21万 | 0.02% | 700 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $8.86万 | 0.02% | 471 | 0 | 0.0% | — | 不变 |