Modera Wealth Management, LLC 13F 持仓 · 2026年Q2
Modera Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 650 只证券，申报市值合计 93.72 亿美元。前几大持仓：VUG（7.07%）、VTV（4.26%）、VIG（4.19%）。本季前 25 大持仓中：增持 14 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $662.4M | 7.07% | 7.7M | 增持 |
| 2 | VTV | VANGUARD INDEX FDS | $398.9M | 4.26% | 1.8M | 增持 |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | $392.7M | 4.19% | 1.7M | 增持 |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | $374.6M | 4.00% | 5.3M | 减持 |
| 5 | IEFA | ISHARES TR | $352.2M | 3.76% | 3.6M | 增持 |
| 6 | STIP | ISHARES TR | $261.0M | 2.78% | 2.6M | 增持 |
| 7 | AVDV | AMERICAN CENTY ETF TR | $243.4M | 2.60% | 2.4M | 增持 |
| 8 | AAPL | APPLE INC | $215.2M | 2.30% | 743,742 | 减持 |
| 9 | DFAC | DIMENSIONAL ETF TRUST | $213.4M | 2.28% | 4.8M | 减持 |
| 10 | IJR | ISHARES TR | $210.8M | 2.25% | 1.4M | 增持 |
| 11 | IVV | ISHARES TR | $179.6M | 1.92% | 239,848 | 减持 |
| 12 | DFAU | DIMENSIONAL ETF TRUST | $162.1M | 1.73% | 3.1M | 减持 |
| 13 | MSFT | MICROSOFT CORP | $138.5M | 1.48% | 371,417 | 减持 |
| 14 | AVUS | AMERICAN CENTY ETF TR | $137.9M | 1.47% | 1.1M | 增持 |
| 15 | IWF | ISHARES TR | $133.9M | 1.43% | 1.1M | 增持 |
| 16 | IUSV | ISHARES TR | $131.4M | 1.40% | 1.2M | 增持 |
| 17 | DFUV | DIMENSIONAL ETF TRUST | $126.1M | 1.35% | 2.3M | 增持 |
| 18 | DFIV | DIMENSIONAL ETF TRUST | $124.6M | 1.33% | 2.3M | 增持 |
| 19 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $115.6M | 1.23% | 242,019 | 减持 |
| 20 | DFSV | DIMENSIONAL ETF TRUST | $114.4M | 1.22% | 2.9M | 增持 |
| 21 | GOOG | ALPHABET INC | $111.5M | 1.19% | 315,491 | 减持 |
| 22 | IEMG | ISHARES INC | $110.8M | 1.18% | 1.3M | 减持 |
| 23 | AVGO | BROADCOM INC | $108.4M | 1.16% | 287,051 | 减持 |
| 24 | EFV | ISHARES TR | $98.3M | 1.05% | 1.3M | 减持 |
| 25 | DFUS | DIMENSIONAL ETF TRUST | $96.5M | 1.03% | 1.2M | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR