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 |
|---|---|---|---|---|---|---|---|---|
| DGRO | ISHARES TR | $28.12万 | 0.11% | 3,710 | -972 | -20.8% | -$7.37万 | 减仓 |
| TSLA | TESLA INC | $27.97万 | 0.11% | 665 | 0 | 0.0% | — | 不变 |
| DBEF | DBX ETF TR | $27.75万 | 0.11% | 5,079 | 5,079 | — | $27.75万 | 新建仓 |
| CFR | CULLEN FROST BANKERS INC | $27.41万 | 0.11% | 1,774 | 1,774 | — | $27.41万 | 新建仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $27.02万 | 0.11% | 2,189 | 2,189 | — | $27.02万 | 新建仓 |
| EWBC | EAST WEST BANCORP INC | $26.48万 | 0.11% | 2,051 | 2,051 | — | $26.48万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $26.43万 | 0.11% | 7,938 | -1,101 | -12.2% | -$3.67万 | 减仓 |
| VCR | VANGUARD WORLD FD | $26.33万 | 0.10% | 664 | 0 | 0.0% | — | 不变 |
| ABCL | ABCELLERA BIOLOGICS INC | $25.91万 | 0.10% | 33,000 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $24.79万 | 0.10% | 211 | 211 | — | $24.79万 | 新建仓 |
| — | CHART INDS INC | $24.17万 | 0.10% | 1,157 | 1,157 | — | $24.17万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $23.76万 | 0.09% | 784 | 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 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $23.57万 | 0.09% | 1,386 | 0 | 0.0% | — | 不变 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $23.30万 | 0.09% | 3,400 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $22.62万 | 0.09% | 1,910 | 1,910 | — | $22.62万 | 新建仓 |
| PEP | PEPSICO INC | $22.61万 | 0.09% | 1,670 | 326 | 24.3% | $4.41万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $22.59万 | 0.09% | 2,786 | 2,786 | — | $22.59万 | 新建仓 |
| IVE | ISHARES TR | $21.39万 | 0.09% | 942 | 942 | — | $21.39万 | 新建仓 |
| HAPI | HARBOR ETF TRUST | $20.89万 | 0.08% | 4,706 | 4,706 | — | $20.89万 | 新建仓 |
| JPRE | J P MORGAN EXCHANGE TRADED F | $20.82万 | 0.08% | 3,990 | 3,990 | — | $20.82万 | 新建仓 |
| V | VISA INC | $20.38万 | 0.08% | 594 | -100 | -14.4% | -$3.43万 | 减仓 |
| 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 |