Morton Capital Management LLC/CA
CALABASAS CA · SEC CIK 0002002628
$7.31亿2026Q2 申报市值
160持仓数
75.9%前十大占比 · 第一大 18.6%
25 / 8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
JPST 新建仓+$2,901.18万
DIMENSIONAL ETF 加仓+$339.40万
OUNZ 加仓+$332.41万
USFR 加仓+$315.70万
DFAX 加仓+$271.17万
2026Q2 卖出最多 按季末市值估算
LLY 减仓-$68.58万
HON 减仓-$65.45万
IWD 减仓-$54.67万
HAP 减仓-$52.78万
VTI 减仓-$40.52万
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 |
|---|---|---|---|---|---|---|---|---|
| VT | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -2,202 | -100.0% | -$30.45万 | 清仓 |
| VB | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -990 | -100.0% | -$25.92万 | 清仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -3,311 | -100.0% | -$24.86万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -8,461 | -100.0% | -$23.76万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,520 | -100.0% | -$22.23万 | 清仓 |
| SGOV | ISHARES TR | $0 | 0.00% | 0 | -2,155 | -100.0% | -$21.69万 | 清仓 |
| CDZI | CADIZ INC | $0 | 0.00% | 0 | -24,887 | -100.0% | -$12.22万 | 清仓 |
| — | GABELLI EQUITY TR INC | $0 | 0.00% | 0 | -14,100 | -100.0% | -$99 | 清仓 |
| — | TELOMIR PHARMACEUTICALS INC | $1.62万 | 0.00% | 12,658 | 0 | 0.0% | — | 不变 |
| GAB | GABELLI EQUITY TR INC | $6.86万 | 0.01% | 12,118 | 6 | 0.0% | $34 | 加仓 |
| LWLG | LIGHTWAVE LOGIC INC | $10.45万 | 0.01% | 11,044 | 11,044 | — | $10.45万 | 新建仓 |
| IWV | ISHARES TR | $20.21万 | 0.03% | 474 | 474 | — | $20.21万 | 新建仓 |
| FNDX | SCHWAB STRATEGIC TR | $20.23万 | 0.03% | 6,503 | 6,503 | — | $20.23万 | 新建仓 |
| MTUM | ISHARES TR | $20.50万 | 0.03% | 598 | 598 | — | $20.50万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $20.60万 | 0.03% | 2,271 | -228 | -9.1% | -$2.07万 | 减仓 |
| ESS | ESSEX PPTY TR INC | $20.62万 | 0.03% | 707 | 707 | — | $20.62万 | 新建仓 |
| XEL | XCEL ENERGY INC | $20.63万 | 0.03% | 2,569 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $20.88万 | 0.03% | 2,847 | 2,847 | — | $20.88万 | 新建仓 |
| MUB | ISHARES TR | $21.20万 | 0.03% | 1,970 | 1,970 | — | $21.20万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $21.70万 | 0.03% | 2,674 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $22.42万 | 0.03% | 4,432 | 0 | 0.0% | — | 不变 |
| CMF | ISHARES TR | $22.80万 | 0.03% | 3,956 | 248 | 6.7% | $1.43万 | 加仓 |
| MCD | MCDONALDS CORP | $22.84万 | 0.03% | 845 | 191 | 29.2% | $5.16万 | 加仓 |
| INVH | INVITATION HOMES INC | $22.99万 | 0.03% | 7,609 | 0 | 0.0% | — | 重新持有 |
| PYPL | PAYPAL HLDGS INC | $23.10万 | 0.03% | 5,349 | 794 | 17.4% | $3.43万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $23.34万 | 0.03% | 2,848 | 15 | 0.5% | $1,229 | 加仓 |
| MGV | VANGUARD WORLD FD | $23.37万 | 0.03% | 1,430 | 1,430 | — | $23.37万 | 新建仓 |
| DFUV | DIMENSIONAL ETF TRUST | $23.52万 | 0.03% | 4,275 | 4,275 | — | $23.52万 | 新建仓 |
| FTNT | FORTINET INC | $23.60万 | 0.03% | 1,536 | 1,536 | — | $23.60万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $23.70万 | 0.03% | 408 | 408 | — | $23.70万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $23.79万 | 0.03% | 1,883 | 71 | 3.9% | $8,970 | 加仓 |
| BBAX | J P MORGAN EXCHANGE TRADED F | $24.09万 | 0.03% | 4,023 | 103 | 2.6% | $6,167 | 加仓 |
| GDOT | GREEN DOT CORP | $24.25万 | 0.03% | 17,946 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $24.55万 | 0.03% | 10,001 | 2,071 | 26.1% | $5.08万 | 加仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $24.66万 | 0.03% | 1,545 | 0 | 0.0% | — | 重新持有 |
| WMT | WALMART INC | $24.89万 | 0.03% | 2,198 | 573 | 35.3% | $6.49万 | 加仓 |
| SOXX | ISHARES TR | $24.93万 | 0.03% | 389 | 389 | — | $24.93万 | 新建仓 |
| GRAL | GRAIL INC | $24.94万 | 0.03% | 3,653 | 750 | 25.8% | $5.12万 | 重新持有 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $25.21万 | 0.03% | 1,802 | 1,802 | — | $25.21万 | 新建仓 |
| DVY | ISHARES TR | $25.60万 | 0.04% | 1,638 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $25.90万 | 0.04% | 1,850 | 1,850 | — | $25.90万 | 新建仓 |
| GE | GE AEROSPACE | $26.14万 | 0.04% | 699 | -310 | -30.7% | -$11.59万 | 重新持有 |
| DISV | DIMENSIONAL ETF TRUST | $26.38万 | 0.04% | 6,574 | 285 | 4.5% | $1.14万 | 加仓 |
| UNP | UNION PAC CORP | $26.45万 | 0.04% | 972 | 20 | 2.1% | $5,442 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $26.96万 | 0.04% | 4,661 | 583 | 14.3% | $3.37万 | 加仓 |
| QCOM | QUALCOMM INC | $27.30万 | 0.04% | 1,477 | -510 | -25.7% | -$9.43万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $27.54万 | 0.04% | 9,943 | 1,050 | 11.8% | $2.91万 | 加仓 |
| EBAY | EBAY INC. | $27.82万 | 0.04% | 2,489 | -713 | -22.3% | -$7.97万 | 减仓 |
| GEV | GE VERNOVA INC | $27.89万 | 0.04% | 237 | 237 | — | $27.89万 | 新建仓 |
| NTAP | NETAPP INC | $29.84万 | 0.04% | 1,928 | -100 | -4.9% | -$1.55万 | 减仓 |
| BX | BLACKSTONE INC | $29.95万 | 0.04% | 2,545 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD ADMIRAL FDS INC | $30.14万 | 0.04% | 3,648 | 3,648 | — | $30.14万 | 新建仓 |
| XNTK | SPDR SERIES TRUST | $31.25万 | 0.04% | 800 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $32.88万 | 0.04% | 2,217 | 35 | 1.6% | $5,191 | 加仓 |
| BBEU | J P MORGAN EXCHANGE TRADED F | $33.34万 | 0.05% | 4,287 | 125 | 3.0% | $9,721 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $33.45万 | 0.05% | 9,884 | 9,884 | — | $33.45万 | 新建仓 |
| GBIL | GOLDMAN SACHS ETF TR | $33.77万 | 0.05% | 3,372 | 114 | 3.5% | $1.14万 | 加仓 |
| BA | BOEING CO | $33.84万 | 0.05% | 1,563 | 182 | 13.2% | $3.94万 | 加仓 |
| VLO | VALERO ENERGY CORP | $34.27万 | 0.05% | 1,316 | 1 | 0.1% | $260 | 加仓 |
| VTV | VANGUARD INDEX FDS | $34.32万 | 0.05% | 1,575 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD | $34.44万 | 0.05% | 1,450 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $34.62万 | 0.05% | 3,388 | 777 | 29.8% | $7.94万 | 加仓 |
| NFLX | NETFLIX INC. | $34.75万 | 0.05% | 4,867 | 100 | 2.1% | $7,140 | 加仓 |
| VGT | VANGUARD WORLD FD | $35.67万 | 0.05% | 2,984 | 0 | 0.0% | — | 不变 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $35.73万 | 0.05% | 3,595 | -64 | -1.7% | -$6,362 | 减仓 |
| AIQ | GLOBAL X FDS | $36.05万 | 0.05% | 5,494 | 5,494 | — | $36.05万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $36.63万 | 0.05% | 767 | 8 | 1.1% | $3,821 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $36.95万 | 0.05% | 7,925 | 2 | 0.0% | $93 | 加仓 |
| DE | DEERE & CO | $37.19万 | 0.05% | 586 | 3 | 0.5% | $1,904 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $37.90万 | 0.05% | 7,241 | 7,241 | — | $37.90万 | 新建仓 |
| XGDVX | GABELLI DIVID & INCOME TR | $37.96万 | 0.05% | 12,912 | -777 | -5.7% | -$2.28万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $37.96万 | 0.05% | 2,098 | 31 | 1.5% | $5,609 | 加仓 |
| BAC | BANK OF AMER CORP | $38.22万 | 0.05% | 6,708 | 300 | 4.7% | $1.71万 | 加仓 |
| EFA | ISHARES TR | $41.02万 | 0.06% | 3,948 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $41.66万 | 0.06% | 5,171 | -2,413 | -31.8% | -$19.44万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $41.92万 | 0.06% | 4,866 | -4,020 | -45.2% | -$34.63万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $44.29万 | 0.06% | 2,607 | 2,607 | — | $44.29万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $44.67万 | 0.06% | 1,125 | 61 | 5.7% | $2.42万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $46.12万 | 0.06% | 898 | 6 | 0.7% | $3,082 | 加仓 |
| BITB | BITWISE BITCOIN ETF TR | $47.41万 | 0.06% | 14,879 | 177 | 1.2% | $5,639 | 加仓 |
| QUAL | ISHARES TR | $47.47万 | 0.06% | 2,163 | 519 | 31.6% | $11.39万 | 加仓 |
| DIS | DISNEY WALT CO | $48.07万 | 0.07% | 4,994 | 26 | 0.5% | $2,502 | 加仓 |
| TSLA | TESLA INC | $50.22万 | 0.07% | 1,194 | 35 | 3.0% | $1.47万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $50.40万 | 0.07% | 5,742 | -204 | -3.4% | -$1.79万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $51.00万 | 0.07% | 7,158 | 1,183 | 19.8% | $8.43万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $53.83万 | 0.07% | 6,297 | 2,662 | 73.2% | $22.76万 | 加仓 |
| IEMG | ISHARES INC | $57.04万 | 0.08% | 6,886 | -400 | -5.5% | -$3.31万 | 减仓 |
| SCZ | ISHARES TR | $57.37万 | 0.08% | 6,973 | 95 | 1.4% | $7,815 | 加仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $58.57万 | 0.08% | 7,777 | 101 | 1.3% | $7,606 | 加仓 |
| SLV | ISHARES SILVER TR | $58.97万 | 0.08% | 11,029 | -24 | -0.2% | -$1,283 | 减仓 |
| MGK | VANGUARD WORLD FD | $59.82万 | 0.08% | 6,805 | 2,190 | 47.5% | $19.25万 | 加仓 |
| GNR | SPDR INDEX SHS FDS | $60.56万 | 0.08% | 8,997 | 35 | 0.4% | $2,356 | 加仓 |
| — | GLOBAL X FDS | $61.41万 | 0.08% | 16,314 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $61.64万 | 0.08% | 20,945 | 127 | 0.6% | $3,738 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $62.41万 | 0.09% | 617 | 44 | 7.7% | $4.45万 | 加仓 |
| IVE | ISHARES TR | $62.65万 | 0.09% | 2,759 | 110 | 4.2% | $2.50万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $63.19万 | 0.09% | 10,714 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $64.39万 | 0.09% | 10,787 | 1,761 | 19.5% | $10.51万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $65.29万 | 0.09% | 2,322 | -23 | -1.0% | -$6,468 | 减仓 |
| EEM | ISHARES TR | $65.89万 | 0.09% | 9,631 | 0 | 0.0% | — | 不变 |