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 |
|---|---|---|---|---|---|---|---|---|
| OUNZ | VANECK MERK GOLD ETF | $1.55亿 | 23.01% | 3,433,212 | -238,208 | -6.5% | -$1,073.13万 | 减仓 |
| USFR | WISDOMTREE TR | $8,446.38万 | 12.56% | 1,677,866 | 20,603 | 1.2% | $103.72万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $8,124.42万 | 12.09% | 2,391,645 | 107,505 | 4.7% | $365.19万 | 加仓 |
| FLXR | TCW ETF TRUST | $7,147.37万 | 10.63% | 1,820,059 | 183,412 | 11.2% | $720.26万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $5,857.55万 | 8.71% | 1,507,348 | 88,544 | 6.2% | $344.08万 | 加仓 |
| HAP | VANECK ETF TRUST | $2,755.64万 | 4.10% | 380,245 | -13,937 | -3.5% | -$101.00万 | 减仓 |
| AAPL | APPLE INC | $1,468.12万 | 2.18% | 57,848 | 2,995 | 5.5% | $76.01万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,429.28万 | 2.13% | 38,611 | 336 | 0.9% | $12.44万 | 加仓 |
| IAU | ISHARES GOLD TR | $1,336.90万 | 1.99% | 151,645 | -10,652 | -6.6% | -$93.91万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,114.04万 | 1.66% | 154,556 | 15,284 | 11.0% | $110.17万 | 加仓 |
| IWD | ISHARES TR | $1,011.01万 | 1.50% | 47,316 | -2,118 | -4.3% | -$45.26万 | 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 |
| DFAU | DIMENSIONAL ETF TRUST | $673.43万 | 1.00% | 149,254 | -6,425 | -4.1% | -$28.99万 | 减仓 |
| GDX | VANECK ETF TRUST | $569.34万 | 0.85% | 62,040 | -6,204 | -9.1% | -$56.93万 | 减仓 |
| PID | INVESCO EXCHANGE TRADED FD T | $542.52万 | 0.81% | 243,871 | -1,373 | -0.6% | -$3.05万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $495.83万 | 0.74% | 23,056 | -146 | -0.6% | -$3.14万 | 减仓 |
| QQQ | INVESCO QQQ TR | $425.00万 | 0.63% | 7,363 | 346 | 4.9% | $19.97万 | 加仓 |
| AMZN | AMAZON COM INC | $403.31万 | 0.60% | 19,365 | -144 | -0.7% | -$3.00万 | 减仓 |
| GOOGL | ALPHABET INC | $341.45万 | 0.51% | 11,874 | -272 | -2.2% | -$7.82万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $333.56万 | 0.50% | 23,093 | 1,110 | 5.0% | $16.03万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $318.22万 | 0.47% | 10,818 | -555 | -4.9% | -$16.33万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $306.73万 | 0.46% | 17,588 | 618 | 3.6% | $10.78万 | 加仓 |
| IEFA | ISHARES TR | $283.42万 | 0.42% | 31,306 | 4,744 | 17.9% | $42.95万 | 加仓 |
| GOOG | ALPHABET INC | $245.26万 | 0.36% | 8,550 | -1,013 | -10.6% | -$29.06万 | 减仓 |
| AMGN | AMGEN INC | $228.12万 | 0.34% | 6,483 | 500 | 8.4% | $17.59万 | 加仓 |
| IVV | ISHARES TR | $214.66万 | 0.32% | 3,286 | 326 | 11.0% | $21.30万 | 加仓 |
| ABBV | ABBVIE INC | $207.96万 | 0.31% | 9,562 | 133 | 1.4% | $2.89万 | 加仓 |
| IWF | ISHARES TR | $201.92万 | 0.30% | 4,736 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $200.88万 | 0.30% | 25,890 | 272 | 1.1% | $2.11万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $194.44万 | 0.29% | 6,061 | 450 | 8.0% | $14.44万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $182.01万 | 0.27% | 3,929 | 172 | 4.6% | $7.97万 | 加仓 |
| NTSX | WISDOMTREE TR | $172.40万 | 0.26% | 33,058 | 94 | 0.3% | $4,902 | 加仓 |
| — | EXXON MOBIL CORP | $170.73万 | 0.25% | 10,063 | 675 | 7.2% | $11.45万 | 加仓 |
| IWB | ISHARES TR | $168.66万 | 0.25% | 4,730 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $162.59万 | 0.24% | 2,721 | -8 | -0.3% | -$4,780 | 减仓 |
| META | META PLATFORMS INC | $145.87万 | 0.22% | 2,550 | -540 | -17.5% | -$30.89万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $144.25万 | 0.21% | 9,740 | 478 | 5.2% | $7.08万 | 加仓 |
| IVW | ISHARES TR | $142.60万 | 0.21% | 12,607 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $141.92万 | 0.21% | 4,585 | 201 | 4.6% | $6.22万 | 加仓 |
| LLY | ELI LILLY & CO | $135.89万 | 0.20% | 1,477 | 706 | 91.6% | $64.96万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $134.20万 | 0.20% | 5,490 | 756 | 16.0% | $18.48万 | 加仓 |
| — | HONEYWELL INTL INC | $133.57万 | 0.20% | 5,909 | -22 | -0.4% | -$4,973 | 减仓 |
| GLD | SPDR GOLD TR | $129.78万 | 0.19% | 3,016 | 444 | 17.3% | $19.10万 | 加仓 |
| ORCL | ORACLE CORP | $122.87万 | 0.18% | 8,353 | 120 | 1.5% | $1.77万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $121.91万 | 0.18% | 36,357 | 263 | 0.7% | $8,818 | 加仓 |
| V | VISA INC | $118.72万 | 0.18% | 3,928 | 156 | 4.1% | $4.71万 | 加仓 |
| HD | HOME DEPOT INC | $110.29万 | 0.16% | 3,353 | -168 | -4.8% | -$5.53万 | 减仓 |
| VV | VANGUARD INDEX FDS | $102.95万 | 0.15% | 3,445 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $96.10万 | 0.14% | 964 | -162 | -14.4% | -$16.15万 | 减仓 |
| ET | ENERGY TRANSFER L P | $95.09万 | 0.14% | 49,267 | 700 | 1.4% | $1.35万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $91.55万 | 0.14% | 24,194 | 462 | 1.9% | $1.75万 | 加仓 |
| RTX | RTX CORPORATION | $87.32万 | 0.13% | 4,527 | 751 | 19.9% | $14.49万 | 加仓 |
| MRK | MERCK & CO INC | $83.40万 | 0.12% | 6,933 | -304 | -4.2% | -$3.66万 | 减仓 |
| CVX | CHEVRON CORPORATION | $83.07万 | 0.12% | 4,015 | 1,039 | 34.9% | $21.50万 | 加仓 |
| WM | WASTE MGMT INC DEL | $80.27万 | 0.12% | 3,493 | 72 | 2.1% | $1.65万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $78.50万 | 0.12% | 4,090 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL ETF TRUST | $75.34万 | 0.11% | 22,251 | -1,857 | -7.7% | -$6.29万 | 减仓 |
| SLV | ISHARES SILVER TR | $75.31万 | 0.11% | 11,053 | 2,180 | 24.6% | $14.85万 | 加仓 |
| OKE | ONEOK INC NEW | $68.34万 | 0.10% | 7,561 | 59 | 0.8% | $5,333 | 加仓 |
| MLPA | GLOBAL X FDS | $68.02万 | 0.10% | 12,626 | 0 | 0.0% | — | 不变 |
| GNR | SPDR INDEX SHS FDS | $66.92万 | 0.10% | 8,962 | -929 | -9.4% | -$6.94万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $64.69万 | 0.10% | 1,481 | -6 | -0.4% | -$2,621 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $63.80万 | 0.09% | 10,714 | 1,507 | 16.4% | $8.97万 | 加仓 |
| IJH | ISHARES TR | $58.53万 | 0.09% | 8,667 | 4,052 | 87.8% | $27.36万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $56.84万 | 0.08% | 2,345 | 93 | 4.1% | $2.25万 | 加仓 |
| TXN | TEXAS INSTRS INC | $56.28万 | 0.08% | 2,899 | 44 | 1.5% | $8,542 | 加仓 |
| IVE | ISHARES TR | $55.93万 | 0.08% | 2,649 | -576 | -17.9% | -$12.16万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $55.23万 | 0.08% | 5,946 | 5,946 | — | $55.23万 | 新建仓 |
| EEM | ISHARES TR | $54.69万 | 0.08% | 9,631 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $54.45万 | 0.08% | 1,896 | 613 | 47.8% | $17.60万 | 加仓 |
| BITB | BITWISE BITCOIN ETF TR | $54.12万 | 0.08% | 14,702 | -245 | -1.6% | -$9,019 | 减仓 |
| SCZ | ISHARES TR | $53.93万 | 0.08% | 6,878 | -788 | -10.3% | -$6.18万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $53.38万 | 0.08% | 20,818 | 6 | 0.0% | $154 | 加仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $52.90万 | 0.08% | 7,676 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $50.82万 | 0.08% | 7,286 | 4,056 | 125.6% | $28.29万 | 加仓 |
| — | GLOBAL X FDS | $50.39万 | 0.07% | 16,314 | -34 | -0.2% | -$1,050 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $48.78万 | 0.07% | 9,026 | -1,517 | -14.4% | -$8.20万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $48.45万 | 0.07% | 573 | 34 | 6.3% | $2.87万 | 加仓 |
| CAT | CATERPILLAR INC | $48.42万 | 0.07% | 684 | 89 | 15.0% | $6.30万 | 加仓 |
| DIS | DISNEY WALT CO | $47.88万 | 0.07% | 4,968 | -174 | -3.4% | -$1.68万 | 减仓 |
| NFLX | NETFLIX INC. | $45.83万 | 0.07% | 4,767 | 1,444 | 43.5% | $13.88万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $44.55万 | 0.07% | 892 | 85 | 10.5% | $4.25万 | 加仓 |
| TSLA | TESLA INC | $43.09万 | 0.06% | 1,159 | 92 | 8.6% | $3.42万 | 加仓 |
| EFA | ISHARES TR | $38.35万 | 0.06% | 3,948 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $38.29万 | 0.06% | 5,975 | 1,233 | 26.0% | $7.90万 | 加仓 |
| XGDVX | GABELLI DIVID & INCOME TR | $36.87万 | 0.05% | 13,689 | -5 | -0.0% | -$135 | 减仓 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $34.42万 | 0.05% | 3,659 | -70 | -1.9% | -$6,584 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $34.17万 | 0.05% | 2,067 | 186 | 9.9% | $3.07万 | 加仓 |
| MGK | VANGUARD WORLD FD | $33.91万 | 0.05% | 923 | 165 | 21.8% | $6.06万 | 加仓 |
| ADI | ANALOG DEVICES INC | $33.84万 | 0.05% | 1,064 | 1 | 0.1% | $318 | 加仓 |
| GRMN | GARMIN LTD | $33.64万 | 0.05% | 1,450 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $32.84万 | 0.05% | 583 | 583 | — | $32.84万 | 新建仓 |
| GBIL | GOLDMAN SACHS ETF TR | $32.65万 | 0.05% | 3,258 | 56 | 1.7% | $5,611 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $32.56万 | 0.05% | 7,923 | 203 | 2.6% | $8,342 | 加仓 |
| VLO | VALERO ENERGY CORP | $32.50万 | 0.05% | 1,315 | 50 | 4.0% | $1.24万 | 加仓 |
| QUAL | ISHARES TR | $31.54万 | 0.05% | 1,644 | 1 | 0.1% | $192 | 加仓 |
| BAC | BANK AMERICA CORP | $31.24万 | 0.05% | 6,408 | -5,018 | -43.9% | -$24.46万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $30.90万 | 0.05% | 1,575 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $30.45万 | 0.05% | 2,202 | 4 | 0.2% | $553 | 加仓 |
| BBEU | J P MORGAN EXCHANGE TRADED F | $30.14万 | 0.04% | 4,162 | -128 | -3.0% | -$9,268 | 减仓 |