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 |
|---|---|---|---|---|---|---|---|---|
| GE | GE AEROSPACE | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GRAL | GRAIL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $0 | 0.00% | 0 | -3,726 | -100.0% | -$24.73万 | 清仓 |
| TLT | ISHARES TR | $0 | 0.00% | 0 | -2,535 | -100.0% | -$22.10万 | 清仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -654 | -100.0% | -$21.58万 | 清仓 |
| INVH | INVITATION HOMES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | CREATIVE MEDIA & CMNTY TR | $0 | 0.00% | 0 | -14,579 | -100.0% | -$5.41万 | 清仓 |
| — | DOLLY VARDEN SILVER CORP | $0 | 0.00% | 0 | -11,893 | -100.0% | -$5.24万 | 清仓 |
| — | GABELLI EQUITY TR INC | $99 | 0.00% | 14,100 | 14,100 | — | $99 | 新建仓 |
| — | TELOMIR PHARMACEUTICALS INC | $1.65万 | 0.00% | 12,658 | 0 | 0.0% | — | 不变 |
| GAB | GABELLI EQUITY TR INC | $6.78万 | 0.01% | 12,112 | 12,112 | — | $6.78万 | 新建仓 |
| CDZI | CADIZ INC | $12.22万 | 0.02% | 24,887 | 8,212 | 49.2% | $4.03万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $20.09万 | 0.03% | 2,833 | 0 | 0.0% | — | 不变 |
| GDOT | GREEN DOT CORP | $20.14万 | 0.03% | 17,946 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $20.19万 | 0.03% | 1,625 | 1,625 | — | $20.19万 | 新建仓 |
| MCD | MCDONALDS CORP | $20.33万 | 0.03% | 654 | -135 | -17.1% | -$4.20万 | 减仓 |
| XEL | XCEL ENERGY INC | $20.41万 | 0.03% | 2,569 | 2,569 | — | $20.41万 | 新建仓 |
| XNTK | SPDR SERIES TRUST | $20.42万 | 0.03% | 800 | 800 | — | $20.42万 | 新建仓 |
| PYPL | PAYPAL HLDGS INC | $20.60万 | 0.03% | 4,555 | 4,555 | — | $20.60万 | 新建仓 |
| NTAP | NETAPP INC | $20.76万 | 0.03% | 2,028 | 0 | 0.0% | — | 不变 |
| CMF | ISHARES TR | $21.08万 | 0.03% | 3,708 | 18 | 0.5% | $1,023 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $21.65万 | 0.03% | 2,674 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $21.69万 | 0.03% | 2,155 | -614 | -22.2% | -$6.18万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $21.86万 | 0.03% | 647 | 647 | — | $21.86万 | 新建仓 |
| SCHF | SCHWAB STRATEGIC TR | $22.01万 | 0.03% | 8,893 | 8,893 | — | $22.01万 | 新建仓 |
| VTEB | VANGUARD MUN BD FDS | $22.11万 | 0.03% | 4,432 | -4,234 | -48.9% | -$21.12万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $22.23万 | 0.03% | 1,520 | 160 | 11.8% | $2.34万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $22.77万 | 0.03% | 7,930 | 7,930 | — | $22.77万 | 新建仓 |
| UNP | UNION PAC CORP | $23.09万 | 0.03% | 952 | 1 | 0.1% | $243 | 加仓 |
| BBAX | J P MORGAN EXCHANGE TRADED F | $23.31万 | 0.03% | 3,920 | 145 | 3.8% | $8,621 | 加仓 |
| SBUX | STARBUCKS CORP | $23.39万 | 0.03% | 2,611 | 13 | 0.5% | $1,165 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $23.51万 | 0.03% | 4,078 | 4,078 | — | $23.51万 | 新建仓 |
| PFE | PFIZER INC | $23.76万 | 0.04% | 8,461 | 8,461 | — | $23.76万 | 新建仓 |
| DVY | ISHARES TR | $24.80万 | 0.04% | 1,638 | 0 | 0.0% | — | 不变 |
| DISV | DIMENSIONAL ETF TRUST | $24.80万 | 0.04% | 6,289 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $24.86万 | 0.04% | 3,311 | 198 | 6.4% | $1.49万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $25.25万 | 0.04% | 1,812 | 149 | 9.0% | $2.08万 | 加仓 |
| QCOM | QUALCOMM INC | $25.59万 | 0.04% | 1,987 | -89 | -4.3% | -$1.15万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $25.65万 | 0.04% | 759 | 759 | — | $25.65万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $25.65万 | 0.04% | 2,499 | 362 | 16.9% | $3.72万 | 加仓 |
| VB | VANGUARD INDEX FDS | $25.92万 | 0.04% | 990 | 191 | 23.9% | $5.00万 | 加仓 |
| VGT | VANGUARD WORLD FD | $26.03万 | 0.04% | 373 | -20 | -5.1% | -$1.40万 | 减仓 |
| IJR | ISHARES TR | $27.13万 | 0.04% | 2,182 | 333 | 18.0% | $4.14万 | 加仓 |
| BA | BOEING CO | $27.49万 | 0.04% | 1,381 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $28.03万 | 0.04% | 3,635 | 731 | 25.2% | $5.64万 | 加仓 |
| EBAY | EBAY INC. | $29.14万 | 0.04% | 3,202 | -1,353 | -29.7% | -$12.31万 | 减仓 |
| BX | BLACKSTONE INC | $29.27万 | 0.04% | 2,545 | 0 | 0.0% | — | 不变 |
| BBEU | J P MORGAN EXCHANGE TRADED F | $30.14万 | 0.04% | 4,162 | -128 | -3.0% | -$9,268 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $30.45万 | 0.05% | 2,202 | 4 | 0.2% | $553 | 加仓 |
| VTV | VANGUARD INDEX FDS | $30.90万 | 0.05% | 1,575 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $31.24万 | 0.05% | 6,408 | -5,018 | -43.9% | -$24.46万 | 减仓 |
| QUAL | ISHARES TR | $31.54万 | 0.05% | 1,644 | 1 | 0.1% | $192 | 加仓 |
| VLO | VALERO ENERGY CORP | $32.50万 | 0.05% | 1,315 | 50 | 4.0% | $1.24万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $32.56万 | 0.05% | 7,923 | 203 | 2.6% | $8,342 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $32.65万 | 0.05% | 3,258 | 56 | 1.7% | $5,611 | 加仓 |
| DE | DEERE & CO | $32.84万 | 0.05% | 583 | 583 | — | $32.84万 | 新建仓 |
| GRMN | GARMIN LTD | $33.64万 | 0.05% | 1,450 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $33.84万 | 0.05% | 1,064 | 1 | 0.1% | $318 | 加仓 |
| MGK | VANGUARD WORLD FD | $33.91万 | 0.05% | 923 | 165 | 21.8% | $6.06万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $34.17万 | 0.05% | 2,067 | 186 | 9.9% | $3.07万 | 加仓 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $34.42万 | 0.05% | 3,659 | -70 | -1.9% | -$6,584 | 减仓 |
| XGDVX | GABELLI DIVID & INCOME TR | $36.87万 | 0.05% | 13,689 | -5 | -0.0% | -$135 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $38.29万 | 0.06% | 5,975 | 1,233 | 26.0% | $7.90万 | 加仓 |
| EFA | ISHARES TR | $38.35万 | 0.06% | 3,948 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $43.09万 | 0.06% | 1,159 | 92 | 8.6% | $3.42万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $44.55万 | 0.07% | 892 | 85 | 10.5% | $4.25万 | 加仓 |
| NFLX | NETFLIX INC. | $45.83万 | 0.07% | 4,767 | 1,444 | 43.5% | $13.88万 | 加仓 |
| DIS | DISNEY WALT CO | $47.88万 | 0.07% | 4,968 | -174 | -3.4% | -$1.68万 | 减仓 |
| CAT | CATERPILLAR INC | $48.42万 | 0.07% | 684 | 89 | 15.0% | $6.30万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $48.45万 | 0.07% | 573 | 34 | 6.3% | $2.87万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $48.78万 | 0.07% | 9,026 | -1,517 | -14.4% | -$8.20万 | 减仓 |
| — | GLOBAL X FDS | $50.39万 | 0.07% | 16,314 | -34 | -0.2% | -$1,050 | 减仓 |
| IEMG | ISHARES INC | $50.82万 | 0.08% | 7,286 | 4,056 | 125.6% | $28.29万 | 加仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $52.90万 | 0.08% | 7,676 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $53.38万 | 0.08% | 20,818 | 6 | 0.0% | $154 | 加仓 |
| SCZ | ISHARES TR | $53.93万 | 0.08% | 6,878 | -788 | -10.3% | -$6.18万 | 减仓 |
| BITB | BITWISE BITCOIN ETF TR | $54.12万 | 0.08% | 14,702 | -245 | -1.6% | -$9,019 | 减仓 |
| VO | VANGUARD INDEX FDS | $54.45万 | 0.08% | 1,896 | 613 | 47.8% | $17.60万 | 加仓 |
| EEM | ISHARES TR | $54.69万 | 0.08% | 9,631 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $55.23万 | 0.08% | 5,946 | 5,946 | — | $55.23万 | 新建仓 |
| IVE | ISHARES TR | $55.93万 | 0.08% | 2,649 | -576 | -17.9% | -$12.16万 | 减仓 |
| TXN | TEXAS INSTRS INC | $56.28万 | 0.08% | 2,899 | 44 | 1.5% | $8,542 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $56.84万 | 0.08% | 2,345 | 93 | 4.1% | $2.25万 | 加仓 |
| IJH | ISHARES TR | $58.53万 | 0.09% | 8,667 | 4,052 | 87.8% | $27.36万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $63.80万 | 0.09% | 10,714 | 1,507 | 16.4% | $8.97万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $64.69万 | 0.10% | 1,481 | -6 | -0.4% | -$2,621 | 减仓 |
| GNR | SPDR INDEX SHS FDS | $66.92万 | 0.10% | 8,962 | -929 | -9.4% | -$6.94万 | 减仓 |
| MLPA | GLOBAL X FDS | $68.02万 | 0.10% | 12,626 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $68.34万 | 0.10% | 7,561 | 59 | 0.8% | $5,333 | 加仓 |
| SLV | ISHARES SILVER TR | $75.31万 | 0.11% | 11,053 | 2,180 | 24.6% | $14.85万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $75.34万 | 0.11% | 22,251 | -1,857 | -7.7% | -$6.29万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $78.50万 | 0.12% | 4,090 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $80.27万 | 0.12% | 3,493 | 72 | 2.1% | $1.65万 | 加仓 |
| CVX | CHEVRON CORPORATION | $83.07万 | 0.12% | 4,015 | 1,039 | 34.9% | $21.50万 | 加仓 |
| MRK | MERCK & CO INC | $83.40万 | 0.12% | 6,933 | -304 | -4.2% | -$3.66万 | 减仓 |
| RTX | RTX CORPORATION | $87.32万 | 0.13% | 4,527 | 751 | 19.9% | $14.49万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $91.55万 | 0.14% | 24,194 | 462 | 1.9% | $1.75万 | 加仓 |
| ET | ENERGY TRANSFER L P | $95.09万 | 0.14% | 49,267 | 700 | 1.4% | $1.35万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $96.10万 | 0.14% | 964 | -162 | -14.4% | -$16.15万 | 减仓 |