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 |
|---|---|---|---|---|---|---|---|---|
| WCN | WASTE CONNECTIONS INC | $1.85万 | 0.01% | 114 | -13 | -10.2% | -$2,112 | 减仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $1.86万 | 0.01% | 130 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $1.86万 | 0.01% | 102 | 0 | 0.0% | — | 不变 |
| CXT | CRANE NXT CO | $1.86万 | 0.01% | 459 | 0 | 0.0% | — | 不变 |
| FULT | FULTON FINL CORP PA | $1.86万 | 0.01% | 916 | 0 | 0.0% | — | 不变 |
| WMS | ADVANCED DRAIN SYS INC DEL | $1.86万 | 0.01% | 136 | 136 | — | $1.86万 | 新建仓 |
| IWR | ISHARES TR | $1.87万 | 0.01% | 192 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $1.87万 | 0.01% | 78 | 0 | 0.0% | — | 不变 |
| TRMB | TRIMBLE INC | $1.88万 | 0.01% | 288 | -338 | -54.0% | -$2.20万 | 减仓 |
| ALLE | ALLEGION PLC | $1.89万 | 0.01% | 130 | 0 | 0.0% | — | 不变 |
| THRM | GENTHERM INC | $1.89万 | 0.01% | 682 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $1.90万 | 0.01% | 568 | 0 | 0.0% | — | 不变 |
| IVZ | INVESCO LTD | $1.91万 | 0.01% | 785 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $1.93万 | 0.01% | 251 | 0 | 0.0% | — | 不变 |
| REXR | REXFORD INDL RLTY INC | $1.94万 | 0.01% | 592 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $1.96万 | 0.01% | 275 | 0 | 0.0% | — | 不变 |
| CPAY | CORPAY INC | $1.98万 | 0.01% | 68 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GEN CORP | $1.98万 | 0.01% | 167 | 102 | 156.9% | $1.21万 | 加仓 |
| MSM | MSC INDL DIRECT INC | $1.98万 | 0.01% | 215 | -17 | -7.3% | -$1,569 | 减仓 |
| HLN | HALEON PLC | $2.00万 | 0.01% | 1,997 | 0 | 0.0% | — | 不变 |
| SF | STIFEL FINL CORP | $2.03万 | 0.01% | 274 | -682 | -71.3% | -$5.04万 | 减仓 |
| GVI | ISHARES TR | $2.04万 | 0.01% | 191 | 0 | 0.0% | — | 不变 |
| BMI | BADGER METER INC | $2.04万 | 0.01% | 134 | 134 | — | $2.04万 | 新建仓 |
| GAP | GAP INC | $2.06万 | 0.01% | 850 | -106 | -11.1% | -$2,564 | 减仓 |
| UNM | UNUM GROUP | $2.07万 | 0.01% | 283 | -1,783 | -86.3% | -$13.04万 | 减仓 |
| CNP | CENTERPOINT ENERGY INC | $2.07万 | 0.01% | 480 | 0 | 0.0% | — | 不变 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $2.08万 | 0.01% | 320 | 320 | — | $2.08万 | 新建仓 |
| SHOO | MADDEN STEVEN LTD | $2.09万 | 0.01% | 616 | 0 | 0.0% | — | 不变 |
| DORM | DORMAN PRODS INC | $2.11万 | 0.01% | 202 | -2,254 | -91.8% | -$23.52万 | 减仓 |
| ONTO | ONTO INNOVATION INC | $2.11万 | 0.01% | 103 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $2.12万 | 0.01% | 25 | 0 | 0.0% | — | 不变 |
| ATR | APTARGROUP INC | $2.12万 | 0.01% | 168 | -19 | -10.2% | -$2,394 | 减仓 |
| RIO | RIO TINTO PLC | $2.12万 | 0.01% | 227 | 0 | 0.0% | — | 不变 |
| AVEM | AMERICAN CENTY ETF TR | $2.12万 | 0.01% | 263 | 0 | 0.0% | — | 不变 |
| OLED | UNIVERSAL DISPLAY CORP | $2.15万 | 0.01% | 235 | -20 | -7.8% | -$1,833 | 减仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $2.16万 | 0.01% | 262 | 262 | — | $2.16万 | 新建仓 |
| DFIC | DIMENSIONAL ETF TRUST | $2.16万 | 0.01% | 608 | 0 | 0.0% | — | 不变 |
| KDP | KEURIG DR PEPPER INC | $2.17万 | 0.01% | 824 | -510 | -38.2% | -$1.34万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $2.18万 | 0.01% | 276 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $2.19万 | 0.01% | 248 | -34 | -12.1% | -$2,997 | 减仓 |
| CCL | CARNIVAL CORP | $2.20万 | 0.01% | 850 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $2.20万 | 0.01% | 337 | 0 | 0.0% | — | 不变 |
| MKSI | MKS INC. | $2.21万 | 0.01% | 96 | 96 | — | $2.21万 | 新建仓 |
| ACGL | ARCH CAP GROUP LTD | $2.23万 | 0.01% | 232 | 0 | 0.0% | — | 不变 |
| EFAV | ISHARES TR | $2.23万 | 0.01% | 244 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $2.23万 | 0.01% | 75 | 75 | — | $2.23万 | 新建仓 |
| FELE | FRANKLIN ELEC INC | $2.26万 | 0.01% | 245 | 245 | — | $2.26万 | 新建仓 |
| CME | CME GROUP INC | $2.27万 | 0.01% | 77 | 0 | 0.0% | — | 不变 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $2.28万 | 0.01% | 48 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $2.28万 | 0.01% | 143 | -33 | -18.8% | -$5,270 | 减仓 |
| ALC | ALCON AG | $2.29万 | 0.01% | 304 | 0 | 0.0% | — | 不变 |
| CHDN | CHURCHILL DOWNS INC | $2.30万 | 0.01% | 256 | 0 | 0.0% | — | 不变 |
| RSPH | INVESCO EXCHANGE TRADED FD T | $2.30万 | 0.01% | 762 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $2.31万 | 0.01% | 117 | 117 | — | $2.31万 | 新建仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $2.31万 | 0.01% | 593 | 4 | 0.7% | $156 | 加仓 |
| PPG | PPG INDS INC | $2.33万 | 0.01% | 218 | 0 | 0.0% | — | 不变 |
| PCOR | PROCORE TECHNOLOGIES INC | $2.34万 | 0.01% | 411 | 150 | 57.5% | $8,550 | 加仓 |
| SONY | SONY GROUP CORP | $2.35万 | 0.01% | 1,135 | 0 | 0.0% | — | 不变 |
| CWST | CASELLA WASTE SYS INC | $2.36万 | 0.01% | 298 | 49 | 19.7% | $3,888 | 加仓 |
| IMTM | ISHARES TR | $2.38万 | 0.01% | 496 | 0 | 0.0% | — | 不变 |
| GFF | GRIFFON CORP | $2.39万 | 0.01% | 328 | 21 | 6.8% | $1,527 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $2.41万 | 0.01% | 974 | 0 | 0.0% | — | 不变 |
| DIHP | DIMENSIONAL ETF TRUST | $2.43万 | 0.01% | 754 | 0 | 0.0% | — | 不变 |
| DKS | DICKS SPORTING GOODS INC | $2.48万 | 0.01% | 125 | 0 | 0.0% | — | 不变 |
| MOD | MODINE MFG CO | $2.49万 | 0.01% | 115 | -32 | -21.8% | -$6,935 | 减仓 |
| MMM | 3M CO | $2.50万 | 0.01% | 172 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $2.51万 | 0.01% | 83 | 0 | 0.0% | — | 不变 |
| RGEN | REPLIGEN CORP | $2.53万 | 0.01% | 215 | 0 | 0.0% | — | 不变 |
| MANH | MANHATTAN ASSOCIATES INC | $2.54万 | 0.01% | 191 | -119 | -38.4% | -$1.58万 | 减仓 |
| HALO | HALOZYME THERAPEUTICS INC | $2.55万 | 0.01% | 394 | 29 | 7.9% | $1,874 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $2.57万 | 0.01% | 357 | 99 | 38.4% | $7,121 | 加仓 |
| SSD | SIMPSON MFG INC | $2.57万 | 0.01% | 150 | 9 | 6.4% | $1,545 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $2.58万 | 0.01% | 390 | 0 | 0.0% | — | 不变 |
| QSR | RESTAURANT BRANDS INTL INC | $2.59万 | 0.01% | 350 | 0 | 0.0% | — | 不变 |
| — | DUPONT DE NEMOURS INC | $2.59万 | 0.01% | 566 | 0 | 0.0% | — | 不变 |
| TOL | TOLL BROTHERS INC | $2.59万 | 0.01% | 190 | 0 | 0.0% | — | 不变 |
| CRH | CRH PLC | $2.60万 | 0.01% | 247 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $2.61万 | 0.01% | 98 | 20 | 25.6% | $5,320 | 加仓 |
| VMC | VULCAN MATLS CO | $2.61万 | 0.01% | 96 | 0 | 0.0% | — | 不变 |
| ACIW | ACI WORLDWIDE INC | $2.62万 | 0.01% | 638 | -277 | -30.3% | -$1.14万 | 减仓 |
| SNX | TD SYNNEX CORPORATION | $2.63万 | 0.01% | 156 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $2.63万 | 0.01% | 462 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC | $2.63万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| EXPD | EXPEDITORS INTL WASH INC | $2.65万 | 0.01% | 185 | 0 | 0.0% | — | 不变 |
| VCYT | VERACYTE INC | $2.65万 | 0.01% | 823 | 75 | 10.0% | $2,416 | 加仓 |
| CPRI | CAPRI HOLDINGS LIMITED | $2.68万 | 0.01% | 1,523 | 1,142 | 299.7% | $2.01万 | 加仓 |
| — | ISHARES TR | $2.69万 | 0.01% | 866 | 0 | 0.0% | — | 不变 |
| AYI | ACUITY INC | $2.69万 | 0.01% | 96 | -216 | -69.2% | -$6.05万 | 减仓 |
| IQV | IQVIA HLDGS INC | $2.69万 | 0.01% | 158 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2.71万 | 0.01% | 501 | 0 | 0.0% | — | 不变 |
| BCPC | BALCHEM CORP | $2.71万 | 0.01% | 160 | -48 | -23.1% | -$8,135 | 减仓 |
| Q | QNITY ELECTRONICS INC | $2.72万 | 0.01% | 236 | 0 | 0.0% | — | 不变 |
| CSL | CARLISLE COS INC | $2.74万 | 0.01% | 82 | -50 | -37.9% | -$1.67万 | 减仓 |
| STAG | STAG INDUSTRIAL INC | $2.74万 | 0.01% | 759 | 0 | 0.0% | — | 不变 |
| USFD | US FOODS HLDG CORP | $2.74万 | 0.01% | 297 | -38 | -11.3% | -$3,504 | 减仓 |
| COHR | COHERENT CORP | $2.76万 | 0.01% | 116 | -25 | -17.7% | -$5,955 | 减仓 |
| SLGN | SILGAN HLDGS INC | $2.77万 | 0.01% | 715 | 2 | 0.3% | $78 | 加仓 |
| WSO | WATSCO INC | $2.80万 | 0.01% | 77 | 10 | 14.9% | $3,638 | 加仓 |
| EXP | EAGLE MATLS INC | $2.80万 | 0.01% | 148 | 0 | 0.0% | — | 不变 |
| CDC | VICTORY PORTFOLIOS II | $2.82万 | 0.01% | 395 | 0 | 0.0% | — | 不变 |