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 |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | $2,695.90万 | 10.73% | 796,661 | -69,337 | -8.0% | -$234.64万 | 减仓 |
| IWF | ISHARES TR | $2,395.85万 | 9.54% | 192,949 | -20,823 | -9.7% | -$258.56万 | 减仓 |
| LVHI | LEGG MASON ETF INVT | $2,155.24万 | 8.58% | 531,044 | 72,427 | 15.8% | $293.95万 | 加仓 |
| DGRW | WISDOMTREE TR | $1,993.47万 | 7.94% | 208,478 | -11,855 | -5.4% | -$113.36万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $1,847.26万 | 7.35% | 205,024 | -12,842 | -5.9% | -$115.71万 | 减仓 |
| VO | VANGUARD INDEX FDS | $1,323.38万 | 5.27% | 164,252 | 12,216 | 8.0% | $98.42万 | 加仓 |
| AAPL | APPLE INC | $789.38万 | 3.14% | 27,280 | 811 | 3.1% | $23.47万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $522.43万 | 2.08% | 26,110 | -1,477 | -5.4% | -$29.55万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $506.48万 | 2.02% | 11,573 | 0 | 0.0% | — | 不变 |
| AVUV | AMERICAN CENTY ETF TR | $505.56万 | 2.01% | 40,523 | 3,368 | 9.1% | $42.02万 | 加仓 |
| ESML | ISHARES TR | $486.30万 | 1.94% | 86,947 | 6,677 | 8.3% | $37.34万 | 加仓 |
| QQQ | INVESCO QQQ TR | $456.38万 | 1.82% | 6,197 | 187 | 3.1% | $13.77万 | 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 |
| SPY | STATE STR SPDR S&P 500 ETF T | $430.97万 | 1.72% | 5,771 | 452 | 8.5% | $33.75万 | 加仓 |
| IJH | ISHARES TR | $361.13万 | 1.44% | 46,833 | -2,794 | -5.6% | -$21.54万 | 减仓 |
| GOOGL | ALPHABET INC | $354.01万 | 1.41% | 9,906 | 68 | 0.7% | $2.43万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $353.82万 | 1.41% | 111,579 | -21,279 | -16.0% | -$67.48万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $344.64万 | 1.37% | 27,695 | -1,946 | -6.6% | -$24.22万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $311.36万 | 1.24% | 14,287 | 350 | 2.5% | $7.63万 | 加仓 |
| IBRX | IMMUNITYBIO INC | $264.79万 | 1.05% | 302,447 | 19,200 | 6.8% | $16.81万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $216.77万 | 0.86% | 5,858 | 38 | 0.7% | $1.41万 | 加仓 |
| LLY | ELI LILLY & CO | $208.46万 | 0.83% | 1,738 | -129 | -6.9% | -$15.47万 | 减仓 |
| AMZN | AMAZON COM INC | $193.84万 | 0.77% | 8,133 | -919 | -10.2% | -$21.90万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $183.67万 | 0.73% | 12,525 | -895 | -6.7% | -$13.12万 | 减仓 |
| MSFT | MICROSOFT CORP | $181.40万 | 0.72% | 4,863 | -437 | -8.2% | -$16.30万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $173.26万 | 0.69% | 7,322 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $149.24万 | 0.59% | 12,487 | -49 | -0.4% | -$5,856 | 减仓 |
| AOA | ISHARES TR | $146.85万 | 0.58% | 15,046 | -922 | -5.8% | -$9.00万 | 减仓 |
| META | META PLATFORMS INC | $135.87万 | 0.54% | 2,412 | 0 | 0.0% | — | 不变 |
| PBT | PERMIAN BASIN RTY TR | $131.55万 | 0.52% | 52,534 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $125.85万 | 0.50% | 4,927 | -1,313 | -21.0% | -$33.54万 | 减仓 |
| PLD | PROLOGIS INC. | $121.95万 | 0.49% | 9,002 | 9,002 | — | $121.95万 | 新建仓 |
| GOOG | ALPHABET INC | $116.70万 | 0.46% | 3,303 | -39 | -1.2% | -$1.38万 | 减仓 |
| IWD | ISHARES TR | $110.31万 | 0.44% | 4,550 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $103.54万 | 0.41% | 1,438 | -191 | -11.7% | -$13.75万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $99.21万 | 0.40% | 3,031 | 1,622 | 115.1% | $53.09万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $92.11万 | 0.37% | 3,627 | 1,893 | 109.2% | $48.08万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $87.64万 | 0.35% | 7,365 | -95 | -1.3% | -$1.13万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $87.39万 | 0.35% | 934 | -130 | -12.2% | -$12.16万 | 减仓 |
| VLU | SPDR SERIES TRUST | $85.92万 | 0.34% | 3,607 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $83.34万 | 0.33% | 4,510 | 1,985 | 78.6% | $36.68万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $82.93万 | 0.33% | 9,297 | 75 | 0.8% | $6,690 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $81.74万 | 0.33% | 2,698 | 428 | 18.9% | $12.97万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $81.62万 | 0.32% | 1,709 | -812 | -32.2% | -$38.78万 | 减仓 |
| AVGO | BROADCOM INC | $80.50万 | 0.32% | 2,131 | 850 | 66.4% | $32.11万 | 加仓 |
| ALAB | ASTERA LABS INC | $78.15万 | 0.31% | 1,618 | -150 | -8.5% | -$7.25万 | 重新持有 |
| MA | MASTERCARD INCORPORATED | $74.73万 | 0.30% | 1,455 | 199 | 15.8% | $10.22万 | 加仓 |
| AZN | ASTRAZENECA PLC | $70.33万 | 0.28% | 3,709 | -493 | -11.7% | -$9.35万 | 减仓 |
| NFLX | NETFLIX INC. | $69.07万 | 0.27% | 9,673 | 1,883 | 24.2% | $13.44万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $68.82万 | 0.27% | 2,795 | 2,795 | — | $68.82万 | 新建仓 |
| WELL | WELLTOWER INC | $67.39万 | 0.27% | 2,969 | 2,969 | — | $67.39万 | 新建仓 |
| MRK | MERCK & CO INC | $66.00万 | 0.26% | 5,136 | 5,136 | — | $66.00万 | 新建仓 |
| WMT | WALMART INC | $66.00万 | 0.26% | 5,827 | 2,276 | 64.1% | $25.78万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $65.76万 | 0.26% | 3,871 | -1,187 | -23.5% | -$20.16万 | 减仓 |
| SHOP | SHOPIFY INC | $65.41万 | 0.26% | 5,729 | 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 |
| HEFA | ISHARES TR | $65.04万 | 0.26% | 13,860 | 0 | 0.0% | — | 不变 |
| AOR | ISHARES TR | $64.97万 | 0.26% | 9,348 | 405 | 4.5% | $2.81万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $64.69万 | 0.26% | 942 | 297 | 46.0% | $20.40万 | 重新持有 |
| RWL | INVESCO EXCH TRADED FD TR II | $63.68万 | 0.25% | 4,984 | -279 | -5.3% | -$3.56万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $62.95万 | 0.25% | 2,147 | 968 | 82.1% | $28.38万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $61.59万 | 0.25% | 15,523 | 7,381 | 90.7% | $29.29万 | 加仓 |
| EMR | EMERSON ELEC CO | $60.85万 | 0.24% | 4,251 | 4,251 | — | $60.85万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $60.77万 | 0.24% | 4,159 | 4,159 | — | $60.77万 | 新建仓 |
| AER | AERCAP HOLDINGS NV | $60.59万 | 0.24% | 4,156 | 4,156 | — | $60.59万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $58.91万 | 0.23% | 772 | -61 | -7.3% | -$4.66万 | 减仓 |
| APTV | APTIV PLC | $58.03万 | 0.23% | 9,454 | 9,454 | — | $58.03万 | 新建仓 |
| NXPI | NXP SEMICONDUCTORS N V | $57.86万 | 0.23% | 2,059 | 2,059 | — | $57.86万 | 新建仓 |
| BLK | BLACKROCK INC | $57.50万 | 0.23% | 598 | 598 | — | $57.50万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $56.21万 | 0.22% | 6,404 | 6,404 | — | $56.21万 | 新建仓 |
| PL | PLANET LABS PBC | $55.98万 | 0.22% | 16,898 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $55.91万 | 0.22% | 5,500 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $55.33万 | 0.22% | 2,800 | 0 | 0.0% | — | 不变 |
| BE | BLOOM ENERGY CORP | $55.03万 | 0.22% | 1,818 | -1,117 | -38.1% | -$33.81万 | 减仓 |
| — | GRAYSCALE CHAINLINK TR ETF | $54.55万 | 0.22% | 85,242 | 34,865 | 69.2% | $22.31万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $54.18万 | 0.22% | 1,962 | 0 | 0.0% | — | 不变 |
| XYLD | GLOBAL X FDS | $52.19万 | 0.21% | 12,795 | -250 | -1.9% | -$1.02万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $51.01万 | 0.20% | 5,922 | 0 | 0.0% | — | 不变 |
| — | BITWISE CHAINLINK ETF | $50.88万 | 0.20% | 38,900 | 11,686 | 42.9% | $15.29万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $50.79万 | 0.20% | 1,705 | -955 | -35.9% | -$28.45万 | 减仓 |
| ORCL | ORACLE CORP | $48.55万 | 0.19% | 3,313 | -732 | -18.1% | -$10.73万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $45.95万 | 0.18% | 3,595 | -218 | -5.7% | -$2.79万 | 减仓 |
| SMTC | SEMTECH CORP | $45.72万 | 0.18% | 2,825 | 2,825 | — | $45.72万 | 新建仓 |
| CRM | SALESFORCE INC | $44.55万 | 0.18% | 2,844 | 588 | 26.1% | $9.21万 | 加仓 |
| CAT | CATERPILLAR INC | $44.09万 | 0.18% | 414 | 0 | 0.0% | — | 不变 |
| DON | WISDOMTREE TR | $41.56万 | 0.17% | 7,354 | 7,354 | — | $41.56万 | 新建仓 |
| TGT | TARGET CORP | $40.95万 | 0.16% | 3,135 | 3,135 | — | $40.95万 | 新建仓 |
| MDT | MEDTRONIC PLC | $37.76万 | 0.15% | 4,827 | 4,827 | — | $37.76万 | 新建仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $34.85万 | 0.14% | 565 | 565 | — | $34.85万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $33.62万 | 0.13% | 465 | -964 | -67.5% | -$69.70万 | 减仓 |
| XHB | SPDR SERIES TRUST | $33.47万 | 0.13% | 2,896 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HLDGS INC | $33.12万 | 0.13% | 386 | 386 | — | $33.12万 | 新建仓 |
| ESGD | ISHARES TR | $33.06万 | 0.13% | 3,216 | 0 | 0.0% | — | 不变 |
| CGNX | COGNEX CORP | $31.68万 | 0.13% | 4,375 | 4,375 | — | $31.68万 | 新建仓 |
| VOT | VANGUARD INDEX FDS | $31.61万 | 0.13% | 1,032 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $31.58万 | 0.13% | 8,566 | 709 | 9.0% | $2.61万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $31.04万 | 0.12% | 1,277 | -278 | -17.9% | -$6.76万 | 减仓 |
| DHS | WISDOMTREE TR | $30.97万 | 0.12% | 2,724 | 0 | 0.0% | — | 不变 |
| MP | MP MATERIALS CORP | $30.25万 | 0.12% | 5,400 | 0 | 0.0% | — | 不变 |
| SITM | SITIME CORP | $29.82万 | 0.12% | 400 | 400 | — | $29.82万 | 新建仓 |