MOR Wealth Management, LLC
PHILADELPHIA PA · SEC CIK 0002092389
$2.51亿2026Q2 申报市值
122持仓数
58.7%前十大占比 · 第一大 10.7%
31 / 14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
LVHI 加仓+$293.95万
PLD 新建仓+$121.95万
VO 加仓+$98.42万
PNC 新建仓+$68.82万
WELL 新建仓+$67.39万
2026Q2 卖出最多 按季末市值估算
IWF 减仓-$258.56万
SCHG 减仓-$234.64万
SPHQ 减仓-$115.71万
DGRW 减仓-$113.36万
AMAT 减仓-$69.70万
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 |
|---|---|---|---|---|---|---|---|---|
| JPM | JPMORGAN CHASE & CO | $99.21万 | 0.40% | 3,031 | 1,622 | 115.1% | $53.09万 | 加仓 |
| PWR | QUANTA SVCS INC | $103.54万 | 0.41% | 1,438 | -191 | -11.7% | -$13.75万 | 减仓 |
| IWD | ISHARES TR | $110.31万 | 0.44% | 4,550 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $116.70万 | 0.46% | 3,303 | -39 | -1.2% | -$1.38万 | 减仓 |
| PLD | PROLOGIS INC. | $121.95万 | 0.49% | 9,002 | 9,002 | — | $121.95万 | 新建仓 |
| GLW | CORNING INC | $125.85万 | 0.50% | 4,927 | -1,313 | -21.0% | -$33.54万 | 减仓 |
| PBT | PERMIAN BASIN RTY TR | $131.55万 | 0.52% | 52,534 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $135.87万 | 0.54% | 2,412 | 0 | 0.0% | — | 不变 |
| AOA | ISHARES TR | $146.85万 | 0.58% | 15,046 | -922 | -5.8% | -$9.00万 | 减仓 |
| VGT | VANGUARD WORLD FD | $149.24万 | 0.59% | 12,487 | -49 | -0.4% | -$5,856 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $173.26万 | 0.69% | 7,322 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $181.40万 | 0.72% | 4,863 | -437 | -8.2% | -$16.30万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $183.67万 | 0.73% | 12,525 | -895 | -6.7% | -$13.12万 | 减仓 |
| AMZN | AMAZON COM INC | $193.84万 | 0.77% | 8,133 | -919 | -10.2% | -$21.90万 | 减仓 |
| LLY | ELI LILLY & CO | $208.46万 | 0.83% | 1,738 | -129 | -6.9% | -$15.47万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $216.77万 | 0.86% | 5,858 | 38 | 0.7% | $1.41万 | 加仓 |
| IBRX | IMMUNITYBIO INC | $264.79万 | 1.05% | 302,447 | 19,200 | 6.8% | $16.81万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $311.36万 | 1.24% | 14,287 | 350 | 2.5% | $7.63万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $344.64万 | 1.37% | 27,695 | -1,946 | -6.6% | -$24.22万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $353.82万 | 1.41% | 111,579 | -21,279 | -16.0% | -$67.48万 | 减仓 |
| GOOGL | ALPHABET INC | $354.01万 | 1.41% | 9,906 | 68 | 0.7% | $2.43万 | 加仓 |
| IJH | ISHARES TR | $361.13万 | 1.44% | 46,833 | -2,794 | -5.6% | -$21.54万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $430.97万 | 1.72% | 5,771 | 452 | 8.5% | $33.75万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $438.35万 | 1.75% | 77,612 | -1,139 | -1.4% | -$6.43万 | 减仓 |
| QQQ | INVESCO QQQ TR | $456.38万 | 1.82% | 6,197 | 187 | 3.1% | $13.77万 | 加仓 |
| ESML | ISHARES TR | $486.30万 | 1.94% | 86,947 | 6,677 | 8.3% | $37.34万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $505.56万 | 2.01% | 40,523 | 3,368 | 9.1% | $42.02万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $506.48万 | 2.02% | 11,573 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $522.43万 | 2.08% | 26,110 | -1,477 | -5.4% | -$29.55万 | 减仓 |
| AAPL | APPLE INC | $789.38万 | 3.14% | 27,280 | 811 | 3.1% | $23.47万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,323.38万 | 5.27% | 164,252 | 12,216 | 8.0% | $98.42万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $1,847.26万 | 7.35% | 205,024 | -12,842 | -5.9% | -$115.71万 | 减仓 |
| DGRW | WISDOMTREE TR | $1,993.47万 | 7.94% | 208,478 | -11,855 | -5.4% | -$113.36万 | 减仓 |
| LVHI | LEGG MASON ETF INVT | $2,155.24万 | 8.58% | 531,044 | 72,427 | 15.8% | $293.95万 | 加仓 |
| IWF | ISHARES TR | $2,395.85万 | 9.54% | 192,949 | -20,823 | -9.7% | -$258.56万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $2,695.90万 | 10.73% | 796,661 | -69,337 | -8.0% | -$234.64万 | 减仓 |