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 |
|---|---|---|---|---|---|---|---|---|
| BX | BLACKSTONE INC | $29.27万 | 0.04% | 2,545 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $29.14万 | 0.04% | 3,202 | -1,353 | -29.7% | -$12.31万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $28.03万 | 0.04% | 3,635 | 731 | 25.2% | $5.64万 | 加仓 |
| BA | BOEING CO | $27.49万 | 0.04% | 1,381 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $27.13万 | 0.04% | 2,182 | 333 | 18.0% | $4.14万 | 加仓 |
| VGT | VANGUARD WORLD FD | $26.03万 | 0.04% | 373 | -20 | -5.1% | -$1.40万 | 减仓 |
| VB | VANGUARD INDEX FDS | $25.92万 | 0.04% | 990 | 191 | 23.9% | $5.00万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $25.65万 | 0.04% | 2,499 | 362 | 16.9% | $3.72万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $25.65万 | 0.04% | 759 | 759 | — | $25.65万 | 新建仓 |
| QCOM | QUALCOMM INC | $25.59万 | 0.04% | 1,987 | -89 | -4.3% | -$1.15万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $25.25万 | 0.04% | 1,812 | 149 | 9.0% | $2.08万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $24.86万 | 0.04% | 3,311 | 198 | 6.4% | $1.49万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $24.80万 | 0.04% | 6,289 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $24.80万 | 0.04% | 1,638 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $23.76万 | 0.04% | 8,461 | 8,461 | — | $23.76万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $23.51万 | 0.03% | 4,078 | 4,078 | — | $23.51万 | 新建仓 |
| SBUX | STARBUCKS CORP | $23.39万 | 0.03% | 2,611 | 13 | 0.5% | $1,165 | 加仓 |
| BBAX | J P MORGAN EXCHANGE TRADED F | $23.31万 | 0.03% | 3,920 | 145 | 3.8% | $8,621 | 加仓 |
| UNP | UNION PAC CORP | $23.09万 | 0.03% | 952 | 1 | 0.1% | $243 | 加仓 |
| CMCSA | COMCAST CORP NEW | $22.77万 | 0.03% | 7,930 | 7,930 | — | $22.77万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $22.23万 | 0.03% | 1,520 | 160 | 11.8% | $2.34万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $22.11万 | 0.03% | 4,432 | -4,234 | -48.9% | -$21.12万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $22.01万 | 0.03% | 8,893 | 8,893 | — | $22.01万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $21.86万 | 0.03% | 647 | 647 | — | $21.86万 | 新建仓 |
| SGOV | ISHARES TR | $21.69万 | 0.03% | 2,155 | -614 | -22.2% | -$6.18万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $21.65万 | 0.03% | 2,674 | 0 | 0.0% | — | 不变 |
| CMF | ISHARES TR | $21.08万 | 0.03% | 3,708 | 18 | 0.5% | $1,023 | 加仓 |
| NTAP | NETAPP INC | $20.76万 | 0.03% | 2,028 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $20.60万 | 0.03% | 4,555 | 4,555 | — | $20.60万 | 新建仓 |
| XNTK | SPDR SERIES TRUST | $20.42万 | 0.03% | 800 | 800 | — | $20.42万 | 新建仓 |
| XEL | XCEL ENERGY INC | $20.41万 | 0.03% | 2,569 | 2,569 | — | $20.41万 | 新建仓 |
| MCD | MCDONALDS CORP | $20.33万 | 0.03% | 654 | -135 | -17.1% | -$4.20万 | 减仓 |
| WMT | WALMART INC | $20.19万 | 0.03% | 1,625 | 1,625 | — | $20.19万 | 新建仓 |
| GDOT | GREEN DOT CORP | $20.14万 | 0.03% | 17,946 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL ETF TRUST | $20.09万 | 0.03% | 2,833 | 0 | 0.0% | — | 不变 |
| CDZI | CADIZ INC | $12.22万 | 0.02% | 24,887 | 8,212 | 49.2% | $4.03万 | 加仓 |
| GAB | GABELLI EQUITY TR INC | $6.78万 | 0.01% | 12,112 | 12,112 | — | $6.78万 | 新建仓 |
| — | TELOMIR PHARMACEUTICALS INC | $1.65万 | 0.00% | 12,658 | 0 | 0.0% | — | 不变 |
| — | GABELLI EQUITY TR INC | $99 | 0.00% | 14,100 | 14,100 | — | $99 | 新建仓 |
| 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 |