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 |
|---|---|---|---|---|---|---|---|---|
| OUNZ | VANECK MERK GOLD ETF | $1.36亿 | 18.57% | 3,519,350 | 86,138 | 2.5% | $332.41万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $9,081.99万 | 12.42% | 2,465,252 | 73,607 | 3.1% | $271.17万 | 加仓 |
| USFR | WISDOMTREE TR | $8,763.76万 | 11.98% | 1,740,568 | 62,702 | 3.7% | $315.70万 | 加仓 |
| FLXR | TCW ETF TRUST | $7,184.24万 | 9.82% | 1,832,248 | 12,189 | 0.7% | $47.79万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $7,026.00万 | 9.61% | 1,583,859 | 76,511 | 5.1% | $339.40万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $2,901.18万 | 3.97% | 573,696 | 573,696 | — | $2,901.18万 | 新建仓 |
| HAP | VANECK ETF TRUST | $2,556.08万 | 3.50% | 372,552 | -7,693 | -2.0% | -$52.78万 | 减仓 |
| AAPL | APPLE INC | $1,671.43万 | 2.29% | 57,763 | -85 | -0.1% | -$2.46万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,491.23万 | 2.04% | 39,977 | 1,366 | 3.5% | $50.95万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,262.77万 | 1.73% | 154,034 | -522 | -0.3% | -$4.28万 | 减仓 |
| IAU | ISHARES GOLD TR | $1,133.47万 | 1.55% | 150,109 | -1,536 | -1.0% | -$11.60万 | 减仓 |
| IWD | ISHARES TR | $1,092.42万 | 1.49% | 45,061 | -2,255 | -4.8% | -$54.67万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $921.25万 | 1.26% | 12,336 | 1,386 | 12.7% | $103.51万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $776.36万 | 1.06% | 150,195 | 941 | 0.6% | $4.86万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $552.42万 | 0.76% | 23,346 | 290 | 1.3% | $6.86万 | 加仓 |
| QQQ | INVESCO QQQ TR | $543.50万 | 0.74% | 7,380 | 17 | 0.2% | $1.25万 | 加仓 |
| PID | INVESCO EXCHANGE TRADED FD T | $525.13万 | 0.72% | 236,547 | -7,324 | -3.0% | -$16.26万 | 减仓 |
| AMZN | AMAZON COM INC | $473.96万 | 0.65% | 19,886 | 521 | 2.7% | $12.42万 | 加仓 |
| GDX | VANECK ETF TRUST | $471.94万 | 0.65% | 62,550 | 510 | 0.8% | $3.85万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $468.72万 | 0.64% | 23,426 | 5,838 | 33.2% | $116.81万 | 加仓 |
| GOOGL | ALPHABET INC | $448.21万 | 0.61% | 12,542 | 668 | 5.6% | $23.87万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $350.50万 | 0.48% | 10,708 | -110 | -1.0% | -$3.60万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $331.52万 | 0.45% | 22,608 | -485 | -2.1% | -$7.11万 | 减仓 |
| CSCO | CISCO SYS INC | $307.26万 | 0.42% | 26,158 | 268 | 1.0% | $3.15万 | 加仓 |
| GOOG | ALPHABET INC | $302.78万 | 0.41% | 8,569 | 19 | 0.2% | $6,714 | 加仓 |
| IEFA | ISHARES TR | $290.18万 | 0.40% | 30,045 | -1,261 | -4.0% | -$12.18万 | 减仓 |
| ABBV | ABBVIE INC | $250.66万 | 0.34% | 9,961 | 399 | 4.2% | $10.04万 | 加仓 |
| IWF | ISHARES TR | $236.89万 | 0.32% | 19,078 | 134 | 0.7% | $1.66万 | 加仓 |
| AMGN | AMGEN INC | $230.03万 | 0.31% | 6,352 | -131 | -2.0% | -$4.74万 | 减仓 |
| IVV | ISHARES TR | $207.25万 | 0.28% | 2,767 | -519 | -15.8% | -$38.87万 | 减仓 |
| IWB | ISHARES TR | $206.35万 | 0.28% | 5,039 | 309 | 6.5% | $12.65万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $205.27万 | 0.28% | 3,929 | 0 | 0.0% | — | 不变 |
| NTSX | WISDOMTREE TR | $195.74万 | 0.27% | 33,148 | 90 | 0.3% | $5,315 | 加仓 |
| AVGO | BROADCOM INC | $189.84万 | 0.26% | 5,025 | 440 | 9.6% | $16.62万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $183.76万 | 0.25% | 4,966 | -1,095 | -18.1% | -$40.52万 | 减仓 |
| IVW | ISHARES TR | $178.18万 | 0.24% | 12,956 | 349 | 2.8% | $4.80万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $176.10万 | 0.24% | 2,564 | -157 | -5.8% | -$10.78万 | 减仓 |
| V | VISA INC | $161.32万 | 0.22% | 4,702 | 774 | 19.7% | $26.55万 | 加仓 |
| META | META PLATFORMS INC | $151.35万 | 0.21% | 2,687 | 137 | 5.4% | $7.72万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $150.07万 | 0.21% | 5,909 | 419 | 7.6% | $10.64万 | 加仓 |
| HD | HOME DEPOT INC | $145.74万 | 0.20% | 4,132 | 779 | 23.2% | $27.48万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $140.64万 | 0.19% | 8,899 | -841 | -8.6% | -$13.29万 | 减仓 |
| — | EXXON MOBIL CORP | $139.24万 | 0.19% | 10,184 | 121 | 1.2% | $1.65万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $130.09万 | 0.18% | 17,190 | 17,190 | — | $130.09万 | 新建仓 |
| ORCL | ORACLE CORP | $124.27万 | 0.17% | 8,480 | 127 | 1.5% | $1.86万 | 加仓 |
| VV | VANGUARD INDEX FDS | $118.48万 | 0.16% | 3,445 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $117.07万 | 0.16% | 36,618 | 261 | 0.7% | $8,344 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $112.31万 | 0.15% | 1,201 | 237 | 24.6% | $22.16万 | 加仓 |
| LLY | ELI LILLY & CO | $108.51万 | 0.15% | 905 | -572 | -38.7% | -$68.58万 | 减仓 |
| GLD | SPDR GOLD TR | $102.78万 | 0.14% | 2,790 | -226 | -7.5% | -$8.33万 | 减仓 |
| MRK | MERCK & CO INC | $96.78万 | 0.13% | 7,531 | 598 | 8.6% | $7.68万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $95.69万 | 0.13% | 4,497 | 407 | 10.0% | $8.66万 | 加仓 |
| ET | ENERGY TRANSFER L P | $95.48万 | 0.13% | 49,938 | 671 | 1.4% | $1.28万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $89.92万 | 0.12% | 22,362 | 111 | 0.5% | $4,463 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $89.68万 | 0.12% | 24,397 | 203 | 0.8% | $7,462 | 加仓 |
| RTX | RTX CORPORATION | $87.52万 | 0.12% | 4,613 | 86 | 1.9% | $1.63万 | 加仓 |
| TXN | TEXAS INSTRS INC | $86.53万 | 0.12% | 2,903 | 4 | 0.1% | $1,192 | 加仓 |
| INTC | INTEL CORP | $85.54万 | 0.12% | 6,126 | 6,126 | — | $85.54万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $79.58万 | 0.11% | 4,801 | 786 | 19.6% | $13.03万 | 加仓 |
| WM | WASTE MGMT INC DEL | $77.85万 | 0.11% | 3,493 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $72.88万 | 0.10% | 1,008 | 1,008 | — | $72.88万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $70.79万 | 0.10% | 613 | -34 | -5.3% | -$3.93万 | 减仓 |
| CAT | CATERPILLAR INC | $68.74万 | 0.09% | 646 | -38 | -5.6% | -$4.04万 | 减仓 |
| IJH | ISHARES TR | $68.00万 | 0.09% | 8,819 | 152 | 1.8% | $1.17万 | 加仓 |
| MLPA | GLOBAL X FDS | $67.02万 | 0.09% | 12,626 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL INC | $66.86万 | 0.09% | 2,986 | -2,923 | -49.5% | -$65.45万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $66.32万 | 0.09% | 3,000 | 3,000 | — | $66.32万 | 新建仓 |
| OKE | ONEOK INC NEW | $66.22万 | 0.09% | 7,617 | 56 | 0.7% | $4,869 | 加仓 |
| EEM | ISHARES TR | $65.89万 | 0.09% | 9,631 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $65.29万 | 0.09% | 2,322 | -23 | -1.0% | -$6,468 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $64.39万 | 0.09% | 10,787 | 1,761 | 19.5% | $10.51万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $63.19万 | 0.09% | 10,714 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $62.65万 | 0.09% | 2,759 | 110 | 4.2% | $2.50万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $62.41万 | 0.09% | 617 | 44 | 7.7% | $4.45万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $61.64万 | 0.08% | 20,945 | 127 | 0.6% | $3,738 | 加仓 |
| — | GLOBAL X FDS | $61.41万 | 0.08% | 16,314 | 0 | 0.0% | — | 不变 |
| GNR | SPDR INDEX SHS FDS | $60.56万 | 0.08% | 8,997 | 35 | 0.4% | $2,356 | 加仓 |
| MGK | VANGUARD WORLD FD | $59.82万 | 0.08% | 6,805 | 2,190 | 47.5% | $19.25万 | 加仓 |
| SLV | ISHARES SILVER TR | $58.97万 | 0.08% | 11,029 | -24 | -0.2% | -$1,283 | 减仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $58.57万 | 0.08% | 7,777 | 101 | 1.3% | $7,606 | 加仓 |
| SCZ | ISHARES TR | $57.37万 | 0.08% | 6,973 | 95 | 1.4% | $7,815 | 加仓 |
| IEMG | ISHARES INC | $57.04万 | 0.08% | 6,886 | -400 | -5.5% | -$3.31万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $53.83万 | 0.07% | 6,297 | 2,662 | 73.2% | $22.76万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $51.00万 | 0.07% | 7,158 | 1,183 | 19.8% | $8.43万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $50.40万 | 0.07% | 5,742 | -204 | -3.4% | -$1.79万 | 减仓 |
| TSLA | TESLA INC | $50.22万 | 0.07% | 1,194 | 35 | 3.0% | $1.47万 | 加仓 |
| DIS | DISNEY WALT CO | $48.07万 | 0.07% | 4,994 | 26 | 0.5% | $2,502 | 加仓 |
| QUAL | ISHARES TR | $47.47万 | 0.06% | 2,163 | 519 | 31.6% | $11.39万 | 加仓 |
| BITB | BITWISE BITCOIN ETF TR | $47.41万 | 0.06% | 14,879 | 177 | 1.2% | $5,639 | 加仓 |
| MA | MASTERCARD INCORPORATED | $46.12万 | 0.06% | 898 | 6 | 0.7% | $3,082 | 加仓 |
| ADI | ANALOG DEVICES INC | $44.67万 | 0.06% | 1,125 | 61 | 5.7% | $2.42万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $44.29万 | 0.06% | 2,607 | 2,607 | — | $44.29万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $41.92万 | 0.06% | 4,866 | -4,020 | -45.2% | -$34.63万 | 减仓 |
| VO | VANGUARD INDEX FDS | $41.66万 | 0.06% | 5,171 | -2,413 | -31.8% | -$19.44万 | 减仓 |
| EFA | ISHARES TR | $41.02万 | 0.06% | 3,948 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $38.22万 | 0.05% | 6,708 | 300 | 4.7% | $1.71万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $37.96万 | 0.05% | 2,098 | 31 | 1.5% | $5,609 | 加仓 |
| XGDVX | GABELLI DIVID & INCOME TR | $37.96万 | 0.05% | 12,912 | -777 | -5.7% | -$2.28万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $37.90万 | 0.05% | 7,241 | 7,241 | — | $37.90万 | 新建仓 |
| DE | DEERE & CO | $37.19万 | 0.05% | 586 | 3 | 0.5% | $1,904 | 加仓 |