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 |
|---|---|---|---|---|---|---|---|---|
| PAR | PAR TECHNOLOGY CORP | $6,972 | 0.00% | 523 | 0 | 0.0% | — | 不变 |
| IQLT | ISHARES TR | $7,119 | 0.00% | 154 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $7,201 | 0.00% | 533 | 0 | 0.0% | — | 不变 |
| RDN | RADIAN GROUP INC | $7,375 | 0.00% | 223 | -7,172 | -97.0% | -$23.72万 | 减仓 |
| LUV | SOUTHWEST AIRLS CO | $7,514 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| BTZ | BLACKROCK CR ALLOCATION | $7,575 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $7,668 | 0.00% | 103 | -95 | -48.0% | -$7,072 | 减仓 |
| VLUE | ISHARES TR | $7,678 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $7,768 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $7,961 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| — | PUTNAM MASTER INTER INCOME T | $8,175 | 0.00% | 2,500 | 0 | 0.0% | — | 不变 |
| BAI | BLACKROCK ETF TRUST | $8,303 | 0.00% | 252 | 252 | — | $8,303 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $8,527 | 0.00% | 297 | -40 | -11.9% | -$1,148 | 减仓 |
| GEV | GE VERNOVA INC | $8,729 | 0.00% | 10 | -146 | -93.6% | -$12.74万 | 减仓 |
| IT | GARTNER INC | $8,867 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| FAX | ABRDN ASIA PACIFIC INCOME FU | $9,013 | 0.00% | 625 | 0 | 0.0% | — | 不变 |
| LRN | STRIDE INC | $9,170 | 0.00% | 104 | -1,786 | -94.5% | -$15.75万 | 减仓 |
| F | FORD MTR CO | $9,232 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $9,516 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| PBH | PRESTIGE CONSMR HEALTHCARE I | $9,542 | 0.00% | 161 | 0 | 0.0% | — | 不变 |
| BBWI | BATH & BODY WORKS INC | $9,596 | 0.00% | 514 | 79 | 18.2% | $1,475 | 加仓 |
| WMB | WILLIAMS COS INC | $9,825 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| VCEB | VANGUARD WORLD FD | $9,927 | 0.00% | 158 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $1.01万 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $1.02万 | 0.00% | 16 | 16 | — | $1.02万 | 新建仓 |
| VYMI | VANGUARD WHITEHALL FDS | $1.02万 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| — | ARMATA PHARMACEUTICALS INC | $1.02万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| SPMO | INVESCO EXCH TRADED FD TR II | $1.03万 | 0.00% | 92 | 92 | — | $1.03万 | 新建仓 |
| COLM | COLUMBIA SPORTSWEAR CO | $1.06万 | 0.00% | 194 | 194 | — | $1.06万 | 新建仓 |
| DBEF | DBX ETF TR | $1.07万 | 0.00% | 216 | 0 | 0.0% | — | 不变 |
| QGEN | QIAGEN NV | $1.09万 | 0.00% | 273 | 273 | — | $1.09万 | 新建仓 |
| ITRI | ITRON INC | $1.11万 | 0.00% | 124 | -1,206 | -90.7% | -$10.81万 | 减仓 |
| LQD | ISHARES TR | $1.12万 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| TTC | TORO CO | $1.13万 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $1.14万 | 0.00% | 40 | -587 | -93.6% | -$16.66万 | 减仓 |
| TNL | TRAVEL PLUS LEISURE CO | $1.18万 | 0.00% | 170 | -28 | -14.1% | -$1,937 | 减仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $1.18万 | 0.00% | 93 | -6 | -6.1% | -$759 | 减仓 |
| GLW | CORNING INC | $1.18万 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TRUST | $1.20万 | 0.00% | 131 | 0 | 0.0% | — | 不变 |
| LII | LENNOX INTL INC | $1.21万 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $1.21万 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| URBN | URBAN OUTFITTERS INC | $1.22万 | 0.00% | 192 | 14 | 7.9% | $887 | 加仓 |
| FHN | FIRST HORIZON CORPORATION | $1.24万 | 0.00% | 544 | 544 | — | $1.24万 | 新建仓 |
| JNK | SPDR SERIES TRUST | $1.26万 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| JHX | JAMES HARDIE INDS PLC | $1.27万 | 0.00% | 671 | 56 | 9.1% | $1,061 | 加仓 |
| SMMV | ISHARES TR | $1.28万 | 0.00% | 293 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $1.29万 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| AVSC | AMERICAN CENTY ETF TR | $1.30万 | 0.00% | 209 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL | $1.31万 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| EG | EVEREST GROUP LTD | $1.31万 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $1.31万 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $1.31万 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| — | THOMSON REUTERS CORP | $1.31万 | 0.00% | 146 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $1.34万 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| ALGT | ALLEGIANT TRAVEL CO | $1.35万 | 0.00% | 166 | 0 | 0.0% | — | 不变 |
| SUI | SUN CMNTYS INC | $1.39万 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $1.42万 | 0.00% | 472 | 0 | 0.0% | — | 不变 |
| FLR | FLUOR CORP | $1.45万 | 0.00% | 310 | 0 | 0.0% | — | 不变 |
| CMC | COMMERCIAL METALS CO | $1.45万 | 0.00% | 236 | 236 | — | $1.45万 | 新建仓 |
| JBHT | HUNT J B TRANS SVCS INC | $1.46万 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $1.48万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| HUBG | HUB GROUP INC | $1.49万 | 0.00% | 413 | -159 | -27.8% | -$5,731 | 减仓 |
| STN | STANTEC INC | $1.51万 | 0.00% | 175 | 175 | — | $1.51万 | 新建仓 |
| FAN | FIRST TR EXCHANGE-TRADED FD | $1.52万 | 0.00% | 615 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $1.53万 | 0.00% | 137 | 137 | — | $1.53万 | 新建仓 |
| PAYC | PAYCOM SOFTWARE INC | $1.54万 | 0.00% | 127 | 127 | — | $1.54万 | 新建仓 |
| USB | US BANCORP | $1.55万 | 0.00% | 298 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1.56万 | 0.00% | 197 | 0 | 0.0% | — | 不变 |
| — | HOLOGIC INC | $1.57万 | 0.00% | 208 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $1.57万 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| TECK | TECK RESOURCES LTD | $1.61万 | 0.00% | 311 | 115 | 58.7% | $5,951 | 加仓 |
| TRU | TRANSUNION | $1.62万 | 0.00% | 234 | -124 | -34.6% | -$8,579 | 减仓 |
| — | INVESCO VALUE MUN INCOME TR | $1.62万 | 0.00% | 1,334 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW | $1.63万 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $1.65万 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| RSPF | INVESCO EXCHANGE TRADED FD T | $1.66万 | 0.00% | 232 | 0 | 0.0% | — | 不变 |
| COHU | COHU INC | $1.66万 | 0.00% | 543 | 543 | — | $1.66万 | 新建仓 |
| SECU | BLACKROCK ETF TRUST II | $1.66万 | 0.00% | 334 | 334 | — | $1.66万 | 新建仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $1.67万 | 0.00% | 194 | 194 | — | $1.67万 | 新建仓 |
| — | FIRST TR EXCHANGE TRADED FD | $1.69万 | 0.00% | 488 | 0 | 0.0% | — | 不变 |
| AZTA | AZENTA INC | $1.69万 | 0.00% | 802 | 0 | 0.0% | — | 不变 |
| THRO | BLACKROCK ETF TRUST | $1.72万 | 0.00% | 474 | 474 | — | $1.72万 | 新建仓 |
| NOW | SERVICENOW INC | $1.73万 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER J M CO | $1.73万 | 0.00% | 179 | 179 | — | $1.73万 | 新建仓 |
| FE | FIRSTENERGY CORP | $1.73万 | 0.00% | 341 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1.74万 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $1.75万 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| IRTC | IRHYTHM HOLDINGS INC | $1.76万 | 0.00% | 149 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1.77万 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| MWA | MUELLER WTR PRODS INC | $1.78万 | 0.00% | 648 | -7,318 | -91.9% | -$20.10万 | 减仓 |
| TMUS | T-MOBILE US INC | $1.79万 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| XLG | INVESCO EXCHANGE TRADED FD T | $1.79万 | 0.00% | 329 | 329 | — | $1.79万 | 新建仓 |
| MBB | ISHARES TR | $1.80万 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $1.83万 | 0.01% | 480 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $1.83万 | 0.01% | 101 | 65 | 180.6% | $1.18万 | 加仓 |
| VIRT | VIRTU FINL INC | $1.84万 | 0.01% | 419 | -3,887 | -90.3% | -$17.09万 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $1.84万 | 0.01% | 140 | 0 | 0.0% | — | 不变 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $1.85万 | 0.01% | 92 | -97 | -51.3% | -$1.95万 | 减仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $1.85万 | 0.01% | 392 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $1.85万 | 0.01% | 192 | 0 | 0.0% | — | 不变 |