MOR Wealth Management, LLC
PHILADELPHIA PA · SEC CIK 0002092389
$2.18亿2026Q1 申报市值
103持仓数
62.5%前十大占比 · 第一大 11.6%
11 / 11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
IWF 加仓+$273.79万
SPHQ 加仓+$170.75万
AZN 新建仓+$82.87万
DGRW 加仓+$74.34万
SPYG 加仓+$51.40万
2026Q1 卖出最多 按季末市值估算
TPL 减仓-$88.46万
AMAT 减仓-$55.06万
AZN 清仓-$52.65万
SCHD 减仓-$48.74万
J 清仓-$38.76万
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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $345.92万 | 1.59% | 5,319 | 224 | 4.4% | $14.57万 | 加仓 |
| QQQ | INVESCO QQQ TR | $346.88万 | 1.59% | 6,010 | 0 | 0.0% | — | 不变 |
| ESML | ISHARES TR | $377.43万 | 1.73% | 80,270 | 123 | 0.2% | $5,783 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $407.61万 | 1.87% | 132,858 | -15,888 | -10.7% | -$48.74万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $410.45万 | 1.88% | 37,155 | -626 | -1.7% | -$6.92万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $446.36万 | 2.05% | 78,751 | -2,799 | -3.4% | -$15.86万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $481.11万 | 2.21% | 27,587 | -146 | -0.5% | -$2.55万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $549.21万 | 2.52% | 11,573 | -1,864 | -13.9% | -$88.46万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $587.76万 | 2.70% | 29,641 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $671.76万 | 3.08% | 26,469 | -216 | -0.8% | -$5.48万 | 减仓 |
| VO | VANGUARD INDEX FDS | $1,091.55万 | 5.01% | 38,009 | -56 | -0.1% | -$1.61万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $1,638.14万 | 7.51% | 217,866 | 22,709 | 11.6% | $170.75万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $1,859.23万 | 8.53% | 458,617 | 5,890 | 1.3% | $23.88万 | 加仓 |
| DGRW | WISDOMTREE TR | $1,935.41万 | 8.88% | 220,333 | 8,463 | 4.0% | $74.34万 | 加仓 |
| IWF | ISHARES TR | $2,278.80万 | 10.45% | 53,443 | 6,421 | 13.7% | $273.79万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $2,522.65万 | 11.57% | 865,998 | 1,995 | 0.2% | $5.81万 | 加仓 |