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 |
|---|---|---|---|---|---|---|---|---|
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $1.01亿 | 26.65% | 4,017,868 | 170,427 | 4.4% | $427.77万 | 加仓 |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $3,749.46万 | 9.91% | 465,309 | 10,704 | 2.4% | $86.25万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $3,252.17万 | 8.59% | 507,517 | 15,609 | 3.2% | $100.02万 | 加仓 |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $2,568.76万 | 6.79% | 232,530 | 7,081 | 3.1% | $78.22万 | 加仓 |
| AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | $2,411.29万 | 6.37% | 241,467 | 5,928 | 2.5% | $59.20万 | 加仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $1,861.40万 | 4.92% | 175,355 | 4,124 | 2.4% | $43.78万 | 加仓 |
| SCHR | SCHWAB INTERMEDIATE-TERM US TREASURY ETF | $1,747.95万 | 4.62% | 701,706 | 26,372 | 3.9% | $65.69万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $1,444.79万 | 3.82% | 22,216 | 331 | 1.5% | $21.53万 | 加仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $1,347.28万 | 3.56% | 162,814 | 7,640 | 4.9% | $63.22万 | 加仓 |
| REET | ISHARES GLOBAL REIT ETF | $1,234.93万 | 3.26% | 491,027 | 19,487 | 4.1% | $49.01万 | 加仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $1,136.30万 | 3.00% | 236,483 | 10,084 | 4.5% | $48.45万 | 加仓 |
| MUNI | PIMCO INTERMED MUNI BOND | $942.77万 | 2.49% | 180,642 | 10,466 | 6.2% | $54.62万 | 加仓 |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $586.83万 | 1.55% | 55,101 | 1,297 | 2.4% | $13.81万 | 加仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $554.05万 | 1.46% | 69,894 | 2,115 | 3.1% | $16.77万 | 加仓 |
| EFA | ISHARES MSCI EAFE ETF | $327.58万 | 0.87% | 33,726 | -101 | -0.3% | -$9,810 | 减仓 |
| SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | $321.49万 | 0.85% | 68,782 | -1,064 | -1.5% | -$4.97万 | 减仓 |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | $299.99万 | 0.79% | 22,103 | -619 | -2.7% | -$8.40万 | 减仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $248.12万 | 0.66% | 27,408 | -35 | -0.1% | -$3,169 | 减仓 |
| AAPL | APPLE INC COM | $217.85万 | 0.58% | 8,584 | -220 | -2.5% | -$5.58万 | 减仓 |
| VB | VANGUARD SMALL-CAP ETF | $212.23万 | 0.56% | 8,103 | -63 | -0.8% | -$1.65万 | 减仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $191.42万 | 0.51% | 3,317 | 83 | 2.6% | $4.79万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $164.83万 | 0.44% | 4,453 | 20 | 0.5% | $7,403 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $157.52万 | 0.42% | 4,910 | 22 | 0.5% | $7,058 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $144.09万 | 0.38% | 26,659 | -727 | -2.7% | -$3.93万 | 减仓 |
| AVGO | BROADCOM INC COM | $127.08万 | 0.34% | 4,106 | -315 | -7.1% | -$9.75万 | 减仓 |
| — | DIMENSIONAL US SMALL CAP VALUE ETF | $126.87万 | 0.34% | 36,208 | 13 | 0.0% | $456 | 加仓 |
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | $116.28万 | 0.31% | 7,976 | -2 | -0.0% | -$292 | 减仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $107.78万 | 0.28% | 4,346 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES ESG AWARE MSCI USA ETF | $103.07万 | 0.27% | 7,288 | -374 | -4.9% | -$5.29万 | 减仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $95.50万 | 0.25% | 12,385 | -145 | -1.2% | -$1.12万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $86.94万 | 0.23% | 2,993 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION COM | $61.85万 | 0.16% | 3,547 | -207 | -5.5% | -$3.61万 | 减仓 |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $59.49万 | 0.16% | 6,221 | -381 | -5.8% | -$3.64万 | 减仓 |
| BAC | BANK OF AMER CORP COM | $57.61万 | 0.15% | 11,818 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP COM | $53.72万 | 0.14% | 1,729 | 2 | 0.1% | $621 | 加仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $44.26万 | 0.12% | 17,884 | 0 | 0.0% | — | 不变 |
| AVRE | AVANTIS REAL ESTATE ETF | $42.59万 | 0.11% | 9,676 | -80 | -0.8% | -$3,522 | 减仓 |
| AOR | ISHARES CORE 60/40 BALANCED ALLOCATION ETF | $41.60万 | 0.11% | 6,464 | 8 | 0.1% | $515 | 加仓 |
| VOT | VANGUARD MID-CAP GROWTH ETF | $38.09万 | 0.10% | 1,480 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES CORE S&P 500 ETF | $35.60万 | 0.09% | 545 | -21 | -3.7% | -$1.37万 | 减仓 |
| EEMV | ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF | $34.95万 | 0.09% | 5,400 | 0 | 0.0% | — | 不变 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $34.11万 | 0.09% | 7,472 | 212 | 2.9% | $9,678 | 加仓 |
| CAPL | CROSSAMERICA PARTNERS LP UT LTD PTN INT | $33.90万 | 0.09% | 16,313 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $33.83万 | 0.09% | 706 | 0 | 0.0% | — | 不变 |
| SLYV | STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF | $32.22万 | 0.09% | 3,407 | -45 | -1.3% | -$4,256 | 减仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $31.71万 | 0.08% | 12,369 | -2,374 | -16.1% | -$6.09万 | 减仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $30.00万 | 0.08% | 6,013 | 3,242 | 117.0% | $16.17万 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $28.89万 | 0.08% | 678 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES ESG AWARE MSCI EM ETF | $27.49万 | 0.07% | 6,045 | -371 | -5.8% | -$1.69万 | 减仓 |
| SCHI | SCHWAB 5-10 YEAR CORPORATE BOND ETF | $27.30万 | 0.07% | 12,035 | 101 | 0.8% | $2,291 | 加仓 |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | $27.29万 | 0.07% | 2,304 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD REAL ESTATE ETF | $27.08万 | 0.07% | 3,053 | 1 | 0.0% | $89 | 加仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $26.76万 | 0.07% | 9,185 | 0 | 0.0% | — | 不变 |
| ESML | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | $26.15万 | 0.07% | 5,562 | -461 | -7.7% | -$2.17万 | 减仓 |
| IDCC | INTERDIGITAL INC COM | $25.67万 | 0.07% | 850 | 0 | 0.0% | — | 不变 |
| IVOG | VANGUARD S&P MID-CAP 400 GROWTH ETF | $24.21万 | 0.06% | 1,936 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC COM | $23.61万 | 0.06% | 671 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP COM | $23.55万 | 0.06% | 345 | 0 | 0.0% | — | 不变 |
| BGRN | ISHARES TRUST ISHARES USD GREEN BOND ETF | $23.15万 | 0.06% | 4,877 | 1,172 | 31.6% | $5.56万 | 加仓 |
| SUSC | ISHARES ESG AWARE USD CORPORATE BOND ETF | $23.12万 | 0.06% | 9,991 | 2,420 | 32.0% | $5.60万 | 加仓 |
| GLD | SPDR GOLD SHARES | $21.21万 | 0.06% | 493 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC CAP STK CL A | $21.16万 | 0.06% | 736 | 18 | 2.5% | $5,176 | 加仓 |
| CAT | CATERPILLAR INC COM | $20.55万 | 0.05% | 290 | 0 | 0.0% | — | 不变 |
| SPHY | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | $20.48万 | 0.05% | 8,782 | 102 | 1.2% | $2,379 | 加仓 |
| RTX | RTX CORPORATION COM | $20.44万 | 0.05% | 1,060 | -4 | -0.4% | -$771 | 减仓 |
| FTGC | FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND | $20.27万 | 0.05% | 7,059 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $20.16万 | 0.05% | 2,986 | -1,011 | -25.3% | -$6.83万 | 减仓 |
| — | EXXON MOBIL CORP COM | $19.54万 | 0.05% | 1,152 | 2 | 0.2% | $339 | 加仓 |
| ACWX | ISHARES MSCI ACWI EX U.S. ETF | $18.47万 | 0.05% | 2,698 | 0 | 0.0% | — | 不变 |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $17.43万 | 0.05% | 1,470 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO COM | $17.32万 | 0.05% | 1,797 | 200 | 12.5% | $1.93万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW CL A | $17.30万 | 0.05% | 529 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON COM | $16.52万 | 0.04% | 676 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC COM | $16.48万 | 0.04% | 1,326 | 1 | 0.1% | $124 | 加仓 |
| SUSB | ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | $15.48万 | 0.04% | 6,177 | 1,502 | 32.1% | $3.76万 | 加仓 |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | $15.27万 | 0.04% | 2,565 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC COM | $14.89万 | 0.04% | 1,156 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC COM | $14.87万 | 0.04% | 714 | 0 | 0.0% | — | 不变 |
| DLS | WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND | $14.83万 | 0.04% | 1,820 | 0 | 0.0% | — | 不变 |
| VIOG | VANGUARD S&P SMALL-CAP 600 GROWTH ETF | $14.33万 | 0.04% | 1,151 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC COM | $13.60万 | 0.04% | 1,000 | 0 | 0.0% | — | 不变 |
| IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $13.23万 | 0.03% | 2,486 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP COM | $13.12万 | 0.03% | 2,823 | 2,823 | — | $13.12万 | 新建仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $12.56万 | 0.03% | 1,790 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP COM | $12.31万 | 0.03% | 508 | 1 | 0.2% | $242 | 加仓 |
| HYMB | STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF | $12.16万 | 0.03% | 4,902 | 4,902 | — | $12.16万 | 新建仓 |
| VXF | VANGUARD EXTENDED MARKET ETF | $10.30万 | 0.03% | 500 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC COM | $9.61万 | 0.03% | 1,035 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW COM | $9.53万 | 0.03% | 700 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC COM | $9.07万 | 0.02% | 985 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $8.92万 | 0.02% | 2,880 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO COM | $8.71万 | 0.02% | 296 | 150 | 102.7% | $4.41万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $8.27万 | 0.02% | 211 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $8.20万 | 0.02% | 452 | 452 | — | $8.20万 | 新建仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $8.11万 | 0.02% | 377 | -6 | -1.6% | -$1,291 | 减仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $7.91万 | 0.02% | 636 | -9 | -1.4% | -$1,119 | 减仓 |
| VLGEA | VILLAGE SUPER MKT INC CL A NEW | $7.69万 | 0.02% | 1,821 | 1,821 | — | $7.69万 | 新建仓 |
| VTV | VANGUARD VALUE ETF | $7.35万 | 0.02% | 375 | 1 | 0.3% | $196 | 加仓 |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $7.31万 | 0.02% | 471 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO COM | $7.26万 | 0.02% | 500 | 0 | 0.0% | — | 不变 |