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 |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | $2,522.65万 | 11.57% | 865,998 | 1,995 | 0.2% | $5.81万 | 加仓 |
| IWF | ISHARES TR | $2,278.80万 | 10.45% | 53,443 | 6,421 | 13.7% | $273.79万 | 加仓 |
| DGRW | WISDOMTREE TR | $1,935.41万 | 8.88% | 220,333 | 8,463 | 4.0% | $74.34万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $1,859.23万 | 8.53% | 458,617 | 5,890 | 1.3% | $23.88万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $1,638.14万 | 7.51% | 217,866 | 22,709 | 11.6% | $170.75万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,091.55万 | 5.01% | 38,009 | -56 | -0.1% | -$1.61万 | 减仓 |
| AAPL | APPLE INC | $671.76万 | 3.08% | 26,469 | -216 | -0.8% | -$5.48万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $587.76万 | 2.70% | 29,641 | 0 | 0.0% | — | 不变 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $549.21万 | 2.52% | 11,573 | -1,864 | -13.9% | -$88.46万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $481.11万 | 2.21% | 27,587 | -146 | -0.5% | -$2.55万 | 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 |
| AVUV | AMERICAN CENTY ETF TR | $410.45万 | 1.88% | 37,155 | -626 | -1.7% | -$6.92万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $407.61万 | 1.87% | 132,858 | -15,888 | -10.7% | -$48.74万 | 减仓 |
| ESML | ISHARES TR | $377.43万 | 1.73% | 80,270 | 123 | 0.2% | $5,783 | 加仓 |
| QQQ | INVESCO QQQ TR | $346.88万 | 1.59% | 6,010 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $345.92万 | 1.59% | 5,319 | 224 | 4.4% | $14.57万 | 加仓 |
| IJH | ISHARES TR | $335.13万 | 1.54% | 49,627 | -191 | -0.4% | -$1.29万 | 减仓 |
| GOOGL | ALPHABET INC | $282.90万 | 1.30% | 9,838 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $273.45万 | 1.25% | 13,937 | -36 | -0.3% | -$7,063 | 减仓 |
| IBRX | IMMUNITYBIO INC | $217.25万 | 1.00% | 283,247 | 33,982 | 13.6% | $26.06万 | 加仓 |
| MSFT | MICROSOFT CORP | $196.19万 | 0.90% | 5,300 | 17 | 0.3% | $6,293 | 加仓 |
| PG | PROCTER & GAMBLE CO | $193.84万 | 0.89% | 13,420 | -362 | -2.6% | -$5.23万 | 减仓 |
| AMZN | AMAZON COM INC | $188.53万 | 0.86% | 9,052 | -218 | -2.4% | -$4.54万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $186.71万 | 0.86% | 5,820 | 16 | 0.3% | $5,133 | 加仓 |
| LLY | ELI LILLY & CO | $171.72万 | 0.79% | 1,867 | -6 | -0.3% | -$5,519 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $157.47万 | 0.72% | 7,322 | 0 | 0.0% | — | 不变 |
| AOA | ISHARES TR | $141.30万 | 0.65% | 15,968 | 474 | 3.1% | $4.19万 | 加仓 |
| META | META PLATFORMS INC | $138.00万 | 0.63% | 2,412 | 187 | 8.4% | $10.70万 | 加仓 |
| PBT | PERMIAN BASIN RTY TR | $113.05万 | 0.52% | 52,534 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $109.33万 | 0.50% | 1,567 | -20 | -1.3% | -$1.40万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $106.04万 | 0.49% | 1,064 | -66 | -5.8% | -$6.58万 | 减仓 |
| IWD | ISHARES TR | $97.22万 | 0.45% | 4,550 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $95.87万 | 0.44% | 3,342 | -17 | -0.5% | -$4,877 | 减仓 |
| PWR | QUANTA SVCS INC | $89.44万 | 0.41% | 1,629 | -60 | -3.6% | -$3.29万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $85.20万 | 0.39% | 2,521 | 155 | 6.6% | $5.24万 | 加仓 |
| GLW | CORNING INC | $84.85万 | 0.39% | 6,240 | -871 | -12.2% | -$11.84万 | 减仓 |
| AZN | ASTRAZENECA PLC | $82.87万 | 0.38% | 4,202 | 4,202 | — | $82.87万 | 新建仓 |
| AVDE | AMERICAN CENTY ETF TR | $78.24万 | 0.36% | 9,222 | 1,250 | 15.7% | $10.60万 | 加仓 |
| VLU | SPDR SERIES TRUST | $77.54万 | 0.36% | 3,607 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $74.90万 | 0.34% | 7,790 | 660 | 9.3% | $6.35万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $73.04万 | 0.34% | 7,460 | 5,250 | 237.6% | $51.40万 | 加仓 |
| SHOP | SHOPIFY INC | $67.96万 | 0.31% | 5,729 | 124 | 2.2% | $1.47万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $62.76万 | 0.29% | 1,256 | 83 | 7.1% | $4.15万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $62.10万 | 0.28% | 5,058 | -657 | -11.5% | -$8.07万 | 减仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $60.48万 | 0.28% | 5,263 | -483 | -8.4% | -$5.55万 | 减仓 |
| ORCL | ORACLE CORP | $59.50万 | 0.27% | 4,045 | -631 | -13.5% | -$9.28万 | 减仓 |
| HEFA | ISHARES TR | $58.90万 | 0.27% | 13,860 | 0 | 0.0% | — | 不变 |
| AOR | ISHARES TR | $57.55万 | 0.26% | 8,943 | 425 | 5.0% | $2.74万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $56.62万 | 0.26% | 2,336 | -420 | -15.2% | -$10.18万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $53.94万 | 0.25% | 2,270 | 272 | 13.6% | $6.46万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $53.87万 | 0.25% | 1,781 | -157 | -8.1% | -$4.75万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $51.60万 | 0.24% | 2,800 | 0 | 0.0% | — | 不变 |
| XYLD | GLOBAL X FDS | $51.05万 | 0.23% | 13,045 | -300 | -2.2% | -$1.17万 | 减仓 |
| AMAT | APPLIED MATLS INC | $48.84万 | 0.22% | 1,429 | -1,611 | -53.0% | -$55.06万 | 减仓 |
| PL | PLANET LABS PBC | $47.23万 | 0.22% | 16,898 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $44.13万 | 0.20% | 3,551 | 3,551 | — | $44.13万 | 新建仓 |
| — | BITWISE CHAINLINK ETF | $43.43万 | 0.20% | 27,214 | 27,214 | — | $43.43万 | 新建仓 |
| BX | BLACKSTONE INC | $43.40万 | 0.20% | 3,774 | -343 | -8.3% | -$3.94万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $43.11万 | 0.20% | 987 | -445 | -31.1% | -$19.44万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $42.39万 | 0.19% | 1,734 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $42.11万 | 0.19% | 2,256 | 2,256 | — | $42.11万 | 新建仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $41.82万 | 0.19% | 3,813 | -1,200 | -23.9% | -$13.16万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $41.45万 | 0.19% | 1,409 | 409 | 40.9% | $12.03万 | 加仓 |
| BE | BLOOM ENERGY CORP | $39.77万 | 0.18% | 2,935 | -300 | -9.3% | -$4.06万 | 减仓 |
| AVGO | BROADCOM INC | $39.65万 | 0.18% | 1,281 | 1,281 | — | $39.65万 | 新建仓 |
| — | GRAYSCALE CHAINLINK TR ETF | $39.14万 | 0.18% | 50,377 | 12,850 | 34.2% | $9.98万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $35.48万 | 0.16% | 3,775 | 997 | 35.9% | $9.37万 | 加仓 |
| RKLB | ROCKET LAB CORP | $35.32万 | 0.16% | 5,500 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $34.73万 | 0.16% | 9,039 | -5,042 | -35.8% | -$19.37万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $34.25万 | 0.16% | 1,179 | 1,179 | — | $34.25万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $33.79万 | 0.16% | 1,555 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $32.86万 | 0.15% | 4,682 | -26 | -0.6% | -$1,825 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $32.52万 | 0.15% | 833 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $32.52万 | 0.15% | 2,525 | 2,525 | — | $32.52万 | 新建仓 |
| FNDE | SCHWAB STRATEGIC TR | $31.15万 | 0.14% | 8,142 | 8,142 | — | $31.15万 | 新建仓 |
| ESGD | ISHARES TR | $30.75万 | 0.14% | 3,216 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $29.91万 | 0.14% | 850 | 850 | — | $29.91万 | 新建仓 |
| DHS | WISDOMTREE TR | $29.75万 | 0.14% | 2,724 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $29.33万 | 0.13% | 414 | 0 | 0.0% | — | 不变 |
| XHB | SPDR SERIES TRUST | $28.59万 | 0.13% | 2,896 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $26.56万 | 0.12% | 1,032 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $26.35万 | 0.12% | 2,660 | -634 | -19.2% | -$6.28万 | 减仓 |
| MP | MP MATERIALS CORP | $26.06万 | 0.12% | 5,400 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $25.73万 | 0.12% | 2,666 | -1,073 | -28.7% | -$10.36万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $24.96万 | 0.11% | 599 | -855 | -58.8% | -$35.63万 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $24.95万 | 0.11% | 5,319 | -808 | -13.2% | -$3.79万 | 减仓 |
| TSLA | TESLA INC | $24.72万 | 0.11% | 665 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC | $24.38万 | 0.11% | 1,244 | -292 | -19.0% | -$5.72万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $24.33万 | 0.11% | 7,857 | 351 | 4.7% | $1.09万 | 加仓 |
| VCR | VANGUARD WORLD FD | $23.84万 | 0.11% | 664 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $23.10万 | 0.11% | 1,268 | -428 | -25.2% | -$7.80万 | 减仓 |
| TMUS | T-MOBILE US INC | $21.93万 | 0.10% | 1,044 | -116 | -10.0% | -$2.44万 | 减仓 |
| SHEL | SHELL PLC | $21.65万 | 0.10% | 2,328 | -758 | -24.6% | -$7.05万 | 减仓 |
| KR | KROGER CO | $21.61万 | 0.10% | 2,986 | -502 | -14.4% | -$3.63万 | 减仓 |
| V | VISA INC | $20.98万 | 0.10% | 694 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $20.87万 | 0.10% | 1,344 | 1,344 | — | $20.87万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $20.53万 | 0.09% | 784 | 0 | 0.0% | — | 不变 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $20.44万 | 0.09% | 3,400 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GROUP N.V. | $20.36万 | 0.09% | 1,962 | 1,962 | — | $20.36万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $20.15万 | 0.09% | 1,038 | -869 | -45.6% | -$16.87万 | 减仓 |