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 |
|---|---|---|---|---|---|---|---|---|
| XMMO | INVESCO EXCHANGE TRADED FD T | $20.09万 | 0.09% | 1,386 | -250 | -15.3% | -$3.62万 | 减仓 |
| ABCL | ABCELLERA BIOLOGICS INC | $11.52万 | 0.05% | 33,000 | 0 | 0.0% | — | 不变 |
| NXDR | NEXTDOOR HOLDINGS INC | $1.47万 | 0.01% | 10,500 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -2,864 | -100.0% | -$52.65万 | 清仓 |
| VOO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| J | JACOBS SOLUTIONS INC | $0 | 0.00% | 0 | -2,926 | -100.0% | -$38.76万 | 清仓 |
| — | DUPONT DE NEMOURS INC | $0 | 0.00% | 0 | -7,328 | -100.0% | -$29.46万 | 清仓 |
| ZS | ZSCALER INC | $0 | 0.00% | 0 | -1,308 | -100.0% | -$29.42万 | 清仓 |
| ALAB | ASTERA LABS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AMP | AMERIPRISE FINL INC | $0 | 0.00% | 0 | -525 | -100.0% | -$25.74万 | 清仓 |
| CSX | CSX CORP | $0 | 0.00% | 0 | -6,374 | -100.0% | -$23.11万 | 清仓 |
| DASH | DOORDASH INC | $0 | 0.00% | 0 | -1,000 | -100.0% | -$22.65万 | 清仓 |
| XMVM | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -3,513 | -100.0% | -$22.54万 | 清仓 |
| DKS | DICKS SPORTING GOODS INC | $0 | 0.00% | 0 | -1,126 | -100.0% | -$22.29万 | 清仓 |
| KIM | KIMCO RLTY CORP | $0 | 0.00% | 0 | -10,615 | -100.0% | -$21.52万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -800 | -100.0% | -$20.58万 | 清仓 |