Measured Wealth Private Client Group, LLC
PORTSMOUTH NH · SEC CIK 0001720235
$3.66亿2026Q1 申报市值
700持仓数
48.6%前十大占比 · 第一大 7.1%
49 / 89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
XLE 加仓+$178.43万
BMY 加仓+$114.28万
HST 新建仓+$109.03万
EEM 加仓+$91.11万
SHY 加仓+$83.41万
2026Q1 卖出最多 按季末市值估算
GLD 减仓-$202.67万
MTG 减仓-$122.26万
VYM 减仓-$108.76万
SPY 减仓-$102.82万
JPM 减仓-$90.13万
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 |
|---|---|---|---|---|---|---|---|---|
| JD | JD.COM INC | $30 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| OC | OWENS CORNING NEW | $32 | 0.00% | 0 | -49 | -100.0% | -$5,516 | 清仓 |
| XLRE | SELECT SECTOR SPDR TR | $34 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ESTC | ELASTIC N V | $35 | 0.00% | 1 | 1 | — | $35 | 新建仓 |
| AVT | AVNET INC | $38 | 0.00% | 1 | -116 | -99.1% | -$4,408 | 减仓 |
| AMBA | AMBARELLA INC | $38 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| XMTR | XOMETRY INC | $40 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| U | UNITY SOFTWARE INC | $44 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| EMBC | EMBECTA CORP | $44 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $46 | 0.00% | 0 | 0 | — | — | 清仓 |
| NICE | NICE LTD | $51 | 0.00% | 0 | 0 | — | -$53 | 清仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $60 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| RGA | REINSURANCE GROUP AMER INC | $64 | 0.00% | 0 | -55 | -100.0% | -$1.13万 | 清仓 |
| MDB | MONGODB INC | $69 | 0.00% | 0 | 0 | — | — | 清仓 |
| BIDU | BAIDU INC | $71 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| PINS | PINTEREST INC | $73 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES TR | $77 | 0.00% | 1 | -2 | -66.7% | -$154 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $77 | 0.00% | 0 | 0 | — | — | 清仓 |
| ZM | ZOOM COMMUNICATIONS INC | $80 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| WIX | WIX COM LTD | $90 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $90 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| TEAM | ATLASSIAN CORPORATION | $137 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| DOCU | DOCUSIGN INC | $142 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| WEX | WEX INC | $153 | 0.00% | 1 | -24 | -96.0% | -$3,672 | 减仓 |
| INTU | INTUIT | $190 | 0.00% | 0 | 0 | — | -$291 | 清仓 |
| — | NYLI MACKAY DEFINEDTERM MUNI | $208 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $210 | 0.00% | 1 | -70 | -98.6% | -$1.47万 | 减仓 |
| SLVM | SYLVAMO CORP | $211 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $253 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| RGTI | RIGETTI COMPUTING INC | $351 | 0.00% | 25 | 25 | — | $351 | 新建仓 |
| VSNT | VERSANT MEDIA GROUP INC | $370 | 0.00% | 10 | 10 | — | $370 | 新建仓 |
| — | INVESCO EXCHANGE TRADED FD T | $387 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TRUST | $416 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $464 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| BGS | B & G FOODS INC | $722 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY ETF TR | $760 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| NJR | NEW JERSEY RES CORP | $769 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| BMA | BANCO MACRO S A | $774 | 0.00% | 10 | -732 | -98.7% | -$5.67万 | 减仓 |
| VFC | V F CORP | $799 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| MICC | MAGNUM ICE CREAM CO NV | $897 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $1,186 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| GT | GOODYEAR TIRE & RUBR CO | $1,326 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| XHB | SPDR SERIES TRUST | $1,393 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| COLD | AMERICOLD REALTY TRUST INC | $1,398 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO | $1,521 | 0.00% | 254 | 0 | 0.0% | — | 不变 |
| IIPR | INNOVATIVE INDL PPTYS INC | $1,605 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $1,678 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $1,799 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| ALGN | ALIGN TECHNOLOGY INC | $1,886 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $2,024 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| FSK | FS KKR CAP CORP | $2,219 | 0.00% | 218 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $2,244 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| VOD | VODAFONE GROUP PLC | $2,253 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $2,263 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| REZI | RESIDEO TECHNOLOGIES INC | $2,292 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $2,332 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| MGC | VANGUARD WORLD FD | $2,460 | 0.00% | 10 | -13 | -56.5% | -$3,198 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $2,614 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| CHWY | CHEWY INC | $2,700 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $2,767 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| KVYO | KLAVIYO INC | $2,822 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $3,025 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $3,048 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| IEF | ISHARES TR | $3,150 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $3,469 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $3,476 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $3,696 | 0.00% | 25 | 8 | 47.1% | $1,183 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $3,845 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| TU | TELUS CORPORATION | $3,849 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| MYE | MYERS INDS INC | $4,236 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $4,264 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| DIV | GLOBAL X FDS | $4,479 | 0.00% | 237 | 0 | 0.0% | — | 不变 |
| PSK | SPDR SERIES TRUST | $4,503 | 0.00% | 146 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN XRP TRUST | $4,508 | 0.00% | 309 | 0 | 0.0% | — | 不变 |
| — | TEMPLETON EMERGING MKTS INCO | $4,508 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| — | NUVEEN MULTI ASSET INCOME FU | $4,514 | 0.00% | 364 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HLDGS INC | $4,592 | 0.00% | 350 | -2,448 | -87.5% | -$3.21万 | 减仓 |
| HOG | HARLEY DAVIDSON INC | $4,596 | 0.00% | 227 | 2 | 0.9% | $40 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $4,687 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $4,810 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| FENI | FIDELITY COVINGTON TRUST | $4,836 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $5,072 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC | $5,080 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| COWZ | PACER FDS TR | $5,255 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $5,270 | 0.00% | 119 | 0 | 0.0% | — | 不变 |
| — | TAYLOR MORRISON HOME CORP | $5,416 | 0.00% | 93 | -2,765 | -96.7% | -$16.10万 | 减仓 |
| DHR | DANAHER CORP DEL | $5,498 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $5,550 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| RITM | RITHM CAPITAL CORP | $5,612 | 0.00% | 592 | -19,556 | -97.1% | -$18.54万 | 减仓 |
| D | DOMINION ENERGY INC | $5,626 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| MPLX | MPLX LP | $5,707 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MBC | MASTERBRAND INC | $5,917 | 0.00% | 712 | 0 | 0.0% | — | 不变 |
| HR | HEALTHCARE RLTY TR | $5,947 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| SMLF | ISHARES TR | $6,039 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| VC | VISTEON CORP | $6,104 | 0.00% | 67 | -1,879 | -96.6% | -$17.12万 | 减仓 |
| IBN | ICICI BANK LIMITED | $6,164 | 0.00% | 238 | 0 | 0.0% | — | 不变 |
| TAP | MOLSON COORS BEVERAGE CO | $6,201 | 0.00% | 144 | -28 | -16.3% | -$1,206 | 减仓 |
| RKLB | ROCKET LAB CORP | $6,358 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| RAVI | FLEXSHARES TR | $6,636 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| FICO | FAIR ISAAC CORP | $6,967 | 0.00% | 7 | 1 | 16.7% | $995 | 加仓 |