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 |
|---|---|---|---|---|---|---|---|---|
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -2,336 | -100.0% | -$56.62万 | 清仓 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | -1,781 | -100.0% | -$53.87万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -3,774 | -100.0% | -$43.40万 | 清仓 |
| AMGN | AMGEN INC | $0 | 0.00% | 0 | -850 | -100.0% | -$29.91万 | 清仓 |
| SO | SOUTHERN CO | $0 | 0.00% | 0 | -2,666 | -100.0% | -$25.73万 | 清仓 |
| TT | TRANE TECHNOLOGIES PLC | $0 | 0.00% | 0 | -599 | -100.0% | -$24.96万 | 清仓 |
| FIS | FIDELITY NATL INFORMATION SV | $0 | 0.00% | 0 | -5,319 | -100.0% | -$24.95万 | 清仓 |
| DGX | QUEST DIAGNOSTICS INC | $0 | 0.00% | 0 | -1,244 | -100.0% | -$24.38万 | 清仓 |
| PSX | PHILLIPS 66 | $0 | 0.00% | 0 | -1,268 | -100.0% | -$23.10万 | 清仓 |
| TMUS | T-MOBILE US INC | $0 | 0.00% | 0 | -1,044 | -100.0% | -$21.93万 | 清仓 |
| SHEL | SHELL PLC | $0 | 0.00% | 0 | -2,328 | -100.0% | -$21.65万 | 清仓 |
| KR | KROGER CO | $0 | 0.00% | 0 | -2,986 | -100.0% | -$21.61万 | 清仓 |
| TXN | TEXAS INSTRS INC | $0 | 0.00% | 0 | -1,038 | -100.0% | -$20.15万 | 清仓 |
| NXDR | NEXTDOOR HOLDINGS INC | $0 | 0.00% | 0 | -10,500 | -100.0% | -$1.47万 | 清仓 |
| V | VISA INC | $20.38万 | 0.08% | 594 | -100 | -14.4% | -$3.43万 | 减仓 |
| JPRE | J P MORGAN EXCHANGE TRADED F | $20.82万 | 0.08% | 3,990 | 3,990 | — | $20.82万 | 新建仓 |
| HAPI | HARBOR ETF TRUST | $20.89万 | 0.08% | 4,706 | 4,706 | — | $20.89万 | 新建仓 |
| IVE | ISHARES TR | $21.39万 | 0.09% | 942 | 942 | — | $21.39万 | 新建仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $22.59万 | 0.09% | 2,786 | 2,786 | — | $22.59万 | 新建仓 |
| PEP | PEPSICO INC | $22.61万 | 0.09% | 1,670 | 326 | 24.3% | $4.41万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $22.62万 | 0.09% | 1,910 | 1,910 | — | $22.62万 | 新建仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $23.30万 | 0.09% | 3,400 | 0 | 0.0% | — | 不变 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $23.57万 | 0.09% | 1,386 | 0 | 0.0% | — | 不变 |
| CLF | CLEVELAND-CLIFFS INC NEW | $23.75万 | 0.09% | 25,294 | 25,294 | — | $23.75万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $23.76万 | 0.09% | 784 | 0 | 0.0% | — | 不变 |
| — | CHART INDS INC | $24.17万 | 0.10% | 1,157 | 1,157 | — | $24.17万 | 新建仓 |
| GEV | GE VERNOVA INC | $24.79万 | 0.10% | 211 | 211 | — | $24.79万 | 新建仓 |
| ABCL | ABCELLERA BIOLOGICS INC | $25.91万 | 0.10% | 33,000 | 0 | 0.0% | — | 不变 |
| VCR | VANGUARD WORLD FD | $26.33万 | 0.10% | 664 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $26.43万 | 0.11% | 7,938 | -1,101 | -12.2% | -$3.67万 | 减仓 |
| EWBC | EAST WEST BANCORP INC | $26.48万 | 0.11% | 2,051 | 2,051 | — | $26.48万 | 新建仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $27.02万 | 0.11% | 2,189 | 2,189 | — | $27.02万 | 新建仓 |
| CFR | CULLEN FROST BANKERS INC | $27.41万 | 0.11% | 1,774 | 1,774 | — | $27.41万 | 新建仓 |
| DBEF | DBX ETF TR | $27.75万 | 0.11% | 5,079 | 5,079 | — | $27.75万 | 新建仓 |
| TSLA | TESLA INC | $27.97万 | 0.11% | 665 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $28.12万 | 0.11% | 3,710 | -972 | -20.8% | -$7.37万 | 减仓 |
| SITM | SITIME CORP | $29.82万 | 0.12% | 400 | 400 | — | $29.82万 | 新建仓 |
| MP | MP MATERIALS CORP | $30.25万 | 0.12% | 5,400 | 0 | 0.0% | — | 不变 |
| DHS | WISDOMTREE TR | $30.97万 | 0.12% | 2,724 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $31.04万 | 0.12% | 1,277 | -278 | -17.9% | -$6.76万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $31.58万 | 0.13% | 8,566 | 709 | 9.0% | $2.61万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $31.61万 | 0.13% | 1,032 | 0 | 0.0% | — | 不变 |
| CGNX | COGNEX CORP | $31.68万 | 0.13% | 4,375 | 4,375 | — | $31.68万 | 新建仓 |
| ESGD | ISHARES TR | $33.06万 | 0.13% | 3,216 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HLDGS INC | $33.12万 | 0.13% | 386 | 386 | — | $33.12万 | 新建仓 |
| XHB | SPDR SERIES TRUST | $33.47万 | 0.13% | 2,896 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $33.62万 | 0.13% | 465 | -964 | -67.5% | -$69.70万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $34.85万 | 0.14% | 565 | 565 | — | $34.85万 | 新建仓 |
| MDT | MEDTRONIC PLC | $37.76万 | 0.15% | 4,827 | 4,827 | — | $37.76万 | 新建仓 |
| TGT | TARGET CORP | $40.95万 | 0.16% | 3,135 | 3,135 | — | $40.95万 | 新建仓 |
| DON | WISDOMTREE TR | $41.56万 | 0.17% | 7,354 | 7,354 | — | $41.56万 | 新建仓 |
| CAT | CATERPILLAR INC | $44.09万 | 0.18% | 414 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $44.55万 | 0.18% | 2,844 | 588 | 26.1% | $9.21万 | 加仓 |
| SMTC | SEMTECH CORP | $45.72万 | 0.18% | 2,825 | 2,825 | — | $45.72万 | 新建仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $45.95万 | 0.18% | 3,595 | -218 | -5.7% | -$2.79万 | 减仓 |
| ORCL | ORACLE CORP | $48.55万 | 0.19% | 3,313 | -732 | -18.1% | -$10.73万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $50.79万 | 0.20% | 1,705 | -955 | -35.9% | -$28.45万 | 减仓 |
| — | BITWISE CHAINLINK ETF | $50.88万 | 0.20% | 38,900 | 11,686 | 42.9% | $15.29万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $51.01万 | 0.20% | 5,922 | 0 | 0.0% | — | 不变 |
| XYLD | GLOBAL X FDS | $52.19万 | 0.21% | 12,795 | -250 | -1.9% | -$1.02万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $54.18万 | 0.22% | 1,962 | 0 | 0.0% | — | 不变 |
| — | GRAYSCALE CHAINLINK TR ETF | $54.55万 | 0.22% | 85,242 | 34,865 | 69.2% | $22.31万 | 加仓 |
| BE | BLOOM ENERGY CORP | $55.03万 | 0.22% | 1,818 | -1,117 | -38.1% | -$33.81万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $55.33万 | 0.22% | 2,800 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $55.91万 | 0.22% | 5,500 | 0 | 0.0% | — | 不变 |
| PL | PLANET LABS PBC | $55.98万 | 0.22% | 16,898 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $56.21万 | 0.22% | 6,404 | 6,404 | — | $56.21万 | 新建仓 |
| BLK | BLACKROCK INC | $57.50万 | 0.23% | 598 | 598 | — | $57.50万 | 新建仓 |
| NXPI | NXP SEMICONDUCTORS N V | $57.86万 | 0.23% | 2,059 | 2,059 | — | $57.86万 | 新建仓 |
| APTV | APTIV PLC | $58.03万 | 0.23% | 9,454 | 9,454 | — | $58.03万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $58.91万 | 0.23% | 772 | -61 | -7.3% | -$4.66万 | 减仓 |
| AER | AERCAP HOLDINGS NV | $60.59万 | 0.24% | 4,156 | 4,156 | — | $60.59万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $60.77万 | 0.24% | 4,159 | 4,159 | — | $60.77万 | 新建仓 |
| EMR | EMERSON ELEC CO | $60.85万 | 0.24% | 4,251 | 4,251 | — | $60.85万 | 新建仓 |
| FNDE | SCHWAB STRATEGIC TR | $61.59万 | 0.25% | 15,523 | 7,381 | 90.7% | $29.29万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $62.95万 | 0.25% | 2,147 | 968 | 82.1% | $28.38万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $63.68万 | 0.25% | 4,984 | -279 | -5.3% | -$3.56万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $64.69万 | 0.26% | 942 | 297 | 46.0% | $20.40万 | 重新持有 |
| AOR | ISHARES TR | $64.97万 | 0.26% | 9,348 | 405 | 4.5% | $2.81万 | 加仓 |
| HEFA | ISHARES TR | $65.04万 | 0.26% | 13,860 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $65.23万 | 0.26% | 7,070 | 3,295 | 87.3% | $30.40万 | 加仓 |
| SHOP | SHOPIFY INC | $65.41万 | 0.26% | 5,729 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $65.76万 | 0.26% | 3,871 | -1,187 | -23.5% | -$20.16万 | 减仓 |
| WMT | WALMART INC | $66.00万 | 0.26% | 5,827 | 2,276 | 64.1% | $25.78万 | 加仓 |
| MRK | MERCK & CO INC | $66.00万 | 0.26% | 5,136 | 5,136 | — | $66.00万 | 新建仓 |
| WELL | WELLTOWER INC | $67.39万 | 0.27% | 2,969 | 2,969 | — | $67.39万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $68.82万 | 0.27% | 2,795 | 2,795 | — | $68.82万 | 新建仓 |
| NFLX | NETFLIX INC. | $69.07万 | 0.27% | 9,673 | 1,883 | 24.2% | $13.44万 | 加仓 |
| AZN | ASTRAZENECA PLC | $70.33万 | 0.28% | 3,709 | -493 | -11.7% | -$9.35万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $74.73万 | 0.30% | 1,455 | 199 | 15.8% | $10.22万 | 加仓 |
| ALAB | ASTERA LABS INC | $78.15万 | 0.31% | 1,618 | -150 | -8.5% | -$7.25万 | 重新持有 |
| AVGO | BROADCOM INC | $80.50万 | 0.32% | 2,131 | 850 | 66.4% | $32.11万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $81.62万 | 0.32% | 1,709 | -812 | -32.2% | -$38.78万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $81.74万 | 0.33% | 2,698 | 428 | 18.9% | $12.97万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $82.93万 | 0.33% | 9,297 | 75 | 0.8% | $6,690 | 加仓 |
| QCOM | QUALCOMM INC | $83.34万 | 0.33% | 4,510 | 1,985 | 78.6% | $36.68万 | 加仓 |
| VLU | SPDR SERIES TRUST | $85.92万 | 0.34% | 3,607 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $87.39万 | 0.35% | 934 | -130 | -12.2% | -$12.16万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $87.64万 | 0.35% | 7,365 | -95 | -1.3% | -$1.13万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $92.11万 | 0.37% | 3,627 | 1,893 | 109.2% | $48.08万 | 加仓 |