Morton Capital Management LLC/CA
CALABASAS CA · SEC CIK 0002002628
$6.72亿2026Q1 申报市值
139持仓数
79.1%前十大占比 · 第一大 23.0%
14 / 5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
FLXR 加仓+$720.26万
DFAX 加仓+$365.19万
DIMENSIONAL ETF 加仓+$344.08万
DIMENSIONAL ETF 加仓+$110.17万
USFR 加仓+$103.72万
2026Q1 卖出最多 按季末市值估算
OUNZ 减仓-$1,073.13万
HAP 减仓-$101.00万
IAU 减仓-$93.91万
GDX 减仓-$56.93万
IWD 减仓-$45.26万
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 |
|---|---|---|---|---|---|---|---|---|
| VV | VANGUARD INDEX FDS | $102.95万 | 0.15% | 3,445 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $110.29万 | 0.16% | 3,353 | -168 | -4.8% | -$5.53万 | 减仓 |
| V | VISA INC | $118.72万 | 0.18% | 3,928 | 156 | 4.1% | $4.71万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $121.91万 | 0.18% | 36,357 | 263 | 0.7% | $8,818 | 加仓 |
| ORCL | ORACLE CORP | $122.87万 | 0.18% | 8,353 | 120 | 1.5% | $1.77万 | 加仓 |
| GLD | SPDR GOLD TR | $129.78万 | 0.19% | 3,016 | 444 | 17.3% | $19.10万 | 加仓 |
| — | HONEYWELL INTL INC | $133.57万 | 0.20% | 5,909 | -22 | -0.4% | -$4,973 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $134.20万 | 0.20% | 5,490 | 756 | 16.0% | $18.48万 | 加仓 |
| LLY | ELI LILLY & CO | $135.89万 | 0.20% | 1,477 | 706 | 91.6% | $64.96万 | 加仓 |
| AVGO | BROADCOM INC | $141.92万 | 0.21% | 4,585 | 201 | 4.6% | $6.22万 | 加仓 |
| IVW | ISHARES TR | $142.60万 | 0.21% | 12,607 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $144.25万 | 0.21% | 9,740 | 478 | 5.2% | $7.08万 | 加仓 |
| META | META PLATFORMS INC | $145.87万 | 0.22% | 2,550 | -540 | -17.5% | -$30.89万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $162.59万 | 0.24% | 2,721 | -8 | -0.3% | -$4,780 | 减仓 |
| IWB | ISHARES TR | $168.66万 | 0.25% | 4,730 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $170.73万 | 0.25% | 10,063 | 675 | 7.2% | $11.45万 | 加仓 |
| NTSX | WISDOMTREE TR | $172.40万 | 0.26% | 33,058 | 94 | 0.3% | $4,902 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $182.01万 | 0.27% | 3,929 | 172 | 4.6% | $7.97万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $194.44万 | 0.29% | 6,061 | 450 | 8.0% | $14.44万 | 加仓 |
| CSCO | CISCO SYS INC | $200.88万 | 0.30% | 25,890 | 272 | 1.1% | $2.11万 | 加仓 |
| IWF | ISHARES TR | $201.92万 | 0.30% | 4,736 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $207.96万 | 0.31% | 9,562 | 133 | 1.4% | $2.89万 | 加仓 |
| IVV | ISHARES TR | $214.66万 | 0.32% | 3,286 | 326 | 11.0% | $21.30万 | 加仓 |
| AMGN | AMGEN INC | $228.12万 | 0.34% | 6,483 | 500 | 8.4% | $17.59万 | 加仓 |
| GOOG | ALPHABET INC | $245.26万 | 0.36% | 8,550 | -1,013 | -10.6% | -$29.06万 | 减仓 |
| IEFA | ISHARES TR | $283.42万 | 0.42% | 31,306 | 4,744 | 17.9% | $42.95万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $306.73万 | 0.46% | 17,588 | 618 | 3.6% | $10.78万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $318.22万 | 0.47% | 10,818 | -555 | -4.9% | -$16.33万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $333.56万 | 0.50% | 23,093 | 1,110 | 5.0% | $16.03万 | 加仓 |
| GOOGL | ALPHABET INC | $341.45万 | 0.51% | 11,874 | -272 | -2.2% | -$7.82万 | 减仓 |
| AMZN | AMAZON COM INC | $403.31万 | 0.60% | 19,365 | -144 | -0.7% | -$3.00万 | 减仓 |
| QQQ | INVESCO QQQ TR | $425.00万 | 0.63% | 7,363 | 346 | 4.9% | $19.97万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $495.83万 | 0.74% | 23,056 | -146 | -0.6% | -$3.14万 | 减仓 |
| PID | INVESCO EXCHANGE TRADED FD T | $542.52万 | 0.81% | 243,871 | -1,373 | -0.6% | -$3.05万 | 减仓 |
| GDX | VANECK ETF TRUST | $569.34万 | 0.85% | 62,040 | -6,204 | -9.1% | -$56.93万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $673.43万 | 1.00% | 149,254 | -6,425 | -4.1% | -$28.99万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $712.09万 | 1.06% | 10,950 | 1,268 | 13.1% | $82.46万 | 加仓 |
| IWD | ISHARES TR | $1,011.01万 | 1.50% | 47,316 | -2,118 | -4.3% | -$45.26万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,114.04万 | 1.66% | 154,556 | 15,284 | 11.0% | $110.17万 | 加仓 |
| IAU | ISHARES GOLD TR | $1,336.90万 | 1.99% | 151,645 | -10,652 | -6.6% | -$93.91万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,429.28万 | 2.13% | 38,611 | 336 | 0.9% | $12.44万 | 加仓 |
| AAPL | APPLE INC | $1,468.12万 | 2.18% | 57,848 | 2,995 | 5.5% | $76.01万 | 加仓 |
| HAP | VANECK ETF TRUST | $2,755.64万 | 4.10% | 380,245 | -13,937 | -3.5% | -$101.00万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $5,857.55万 | 8.71% | 1,507,348 | 88,544 | 6.2% | $344.08万 | 加仓 |
| FLXR | TCW ETF TRUST | $7,147.37万 | 10.63% | 1,820,059 | 183,412 | 11.2% | $720.26万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $8,124.42万 | 12.09% | 2,391,645 | 107,505 | 4.7% | $365.19万 | 加仓 |
| USFR | WISDOMTREE TR | $8,446.38万 | 12.56% | 1,677,866 | 20,603 | 1.2% | $103.72万 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $1.55亿 | 23.01% | 3,433,212 | -238,208 | -6.5% | -$1,073.13万 | 减仓 |