13F 机构持仓

Measured Wealth Private Client Group, LLC

PORTSMOUTH NH · SEC CIK 0001720235

2026Q22026Q1 更早 9 个季度 🔒
$4.14亿2026Q2 申报市值
692持仓数
42.1%前十大占比 · 第一大 6.8%
49 / 85新建仓 / 清仓
申报市值走势$4.14亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VYM 6.8%
SPYG 5.0%
GLD 4.4%
RSP 4.2%
XLK 4.2%
UPS 4.1%
SMH 4.0%
EEM 3.4%
SPY 3.3%
XLV 2.6%

2026Q2 买入最多 按季末市值估算

SPYG 加仓+$1,478.44万
EEM 加仓+$998.42万
KBE 新建仓+$714.29万
XBI 新建仓+$712.73万
IYZ 新建仓+$683.05万

2026Q2 卖出最多 按季末市值估算

SPYV 减仓-$1,459.50万
XLC 减仓-$1,304.02万
XLV 减仓-$862.87万
XLK 减仓-$492.02万
XLF 减仓-$482.24万

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
ETN EATON CORP PLC $2.09万0.01%49 00.0% — 不变
XT ISHARES TR $2.09万0.01%253 253— $2.09万 新建仓
SU SUNCOR ENERGY INC NEW $2.09万0.01%390 00.0% — 不变
TPL TEXAS PACIFIC LAND CORPORATI $2.10万0.01%48 00.0% — 不变
CNP CENTERPOINT ENERGY INC $2.11万0.01%480 00.0% — 不变
IWR ISHARES TR $2.12万0.01%192 00.0% — 不变
GFF GRIFFON CORP $2.18万0.01%223 -105-32.0% -$1.02万 减仓
DG DOLLAR GEN CORP $2.19万0.01%190 2313.8% $2,648 加仓
AZN ASTRAZENECA PLC $2.22万0.01%117 00.0% — 不变
GLW CORNING INC $2.22万0.01%87 00.0% — 不变
NXPI NXP SEMICONDUCTORS N V $2.25万0.01%80 00.0% — 不变
ACGL ARCH CAP GROUP LTD $2.25万0.01%232 00.0% — 不变
THRM GENTHERM INC $2.25万0.01%661 -21-3.1% -$716 减仓
CPAY CORPAY INC $2.27万0.01%68 00.0% — 不变
SONY SONY GROUP CORP $2.28万0.01%1,135 00.0% — 不变
FBT FIRST TR EXCHANGE-TRADED FD $2.28万0.01%92 00.0% — 不变
BLDR BUILDERS FIRSTSOURCE INC $2.34万0.01%262 00.0% — 不变
NKE NIKE INC $2.35万0.01%572 -75-11.6% -$3,079 减仓
GLTR ABRDN PRECIOUS METALS BASKET $2.35万0.01%130 00.0% — 不变
NBIX NEUROCRINE BIOSCIENCES INC $2.36万0.01%140 00.0% — 不变
APAM ARTISAN PARTNERS ASSET MGMT $2.37万0.01%685 -1,035-60.2% -$3.57万 减仓
SUNB SUNBELT RENTALS HOLDINGS INC $2.39万0.01%320 00.0% — 不变
CCL CARNIVAL CORP LTD $2.43万0.01%850 850— $2.43万 新建仓
INGR INGREDION INC $2.45万0.01%259 20.8% $189 加仓
RGEN REPLIGEN CORP $2.48万0.01%182 -33-15.3% -$4,503 减仓
TPR TAPESTRY INC $2.49万0.01%170 170— $2.49万 新建仓
SPTM SPDR SERIES TRUST $2.51万0.01%276 00.0% — 不变
QSR RESTAURANT BRANDS INTL INC $2.54万0.01%350 00.0% — 不变
IYW ISHARES TR $2.55万0.01%101 00.0% — 不变
DD DUPONT DE NEMOURS INC $2.55万0.01%188 -378-66.8% -$5.13万 减仓
COLM COLUMBIA SPORTSWEAR CO $2.55万0.01%413 219112.9% $1.35万 加仓
ATR APTARGROUP INC $2.55万0.01%204 3621.4% $4,507 加仓
CRM SALESFORCE INC $2.56万0.01%163 00.0% — 不变
MSM MSC INDL DIRECT INC $2.56万0.01%215 00.0% — 不变
UBER UBER TECHNOLOGIES INC $2.58万0.01%357 00.0% — 不变
BP BP PLC $2.59万0.01%700 00.0% — 不变
SHOO MADDEN STEVEN LTD $2.59万0.01%616 00.0% — 不变
SBCF SEACOAST BKG CORP FLA $2.60万0.01%781 -301-27.8% -$1.00万 减仓
SOLV SOLVENTUM CORP $2.60万0.01%337 00.0% — 不变
SNY SANOFI SA $2.60万0.01%610 00.0% — 不变
CRH CRH PLC $2.64万0.01%247 00.0% — 不变
BR BROADRIDGE FINL SOLUTIONS IN $2.64万0.01%193 -161-45.5% -$2.20万 减仓
ENTG ENTEGRIS INC $2.64万0.01%147 147— $2.64万 新建仓
PPG PPG INDS INC $2.64万0.01%218 00.0% — 不变
CHRD CHORD ENERGY CORPORATION $2.65万0.01%232 00.0% — 不变
VEEV VEEVA SYS INC $2.66万0.01%150 00.0% — 不变
PODD INSULET CORP $2.66万0.01%175 3020.7% $4,568 加仓
CHDN CHURCHILL DOWNS INC $2.68万0.01%299 4316.8% $3,854 加仓
TXRH TEXAS ROADHOUSE INC $2.69万0.01%139 -57-29.1% -$1.10万 减仓
SHEL SHELL PLC $2.69万0.01%347 -63-15.4% -$4,885 减仓
KDP KEURIG DR PEPPER INC $2.70万0.01%824 00.0% — 不变
SCHF SCHWAB STRATEGIC TR $2.70万0.01%974 00.0% — 不变
SOLS SOLSTICE ADVANCED MATLS INC $2.72万0.01%307 205201.0% $1.82万 加仓
ECL ECOLAB INC $2.73万0.01%98 00.0% — 不变
CALM CAL MAINE FOODS INC $2.74万0.01%340 -51-13.0% -$4,108 减仓
CACI CACI INTL INC $2.78万0.01%60 00.0% — 不变
BDX BECTON DICKINSON & CO $2.80万0.01%185 -379-67.2% -$5.74万 减仓
AXP AMERICAN EXPRESS CO $2.81万0.01%83 00.0% — 不变
FELE FRANKLIN ELEC INC $2.81万0.01%262 176.9% $1,822 加仓
VMC VULCAN MATLS CO $2.83万0.01%96 00.0% — 不变
FNV FRANCO NEV CORP $2.86万0.01%137 137— $2.86万 新建仓
STAG STAG INDUSTRIAL INC $2.89万0.01%759 00.0% — 不变
CXT CRANE NXT CO $2.91万0.01%569 11024.0% $5,628 加仓
MKL MARKEL GROUP INC $2.93万0.01%15 00.0% — 不变
CDC VICTORY PORTFOLIOS II $2.94万0.01%395 00.0% — 不变
CSL CARLISLE COS INC $2.97万0.01%82 00.0% — 不变
SLB SLB LIMITED $2.98万0.01%640 00.0% — 不变
EXPD EXPEDITORS INTL WASH INC $3.02万0.01%185 00.0% — 不变
IQV IQVIA HLDGS INC $3.05万0.01%158 00.0% — 不变
— ISHARES TR $3.05万0.01%866 00.0% — 不变
HALO HALOZYME THERAPEUTICS INC $3.08万0.01%394 00.0% — 不变
LNT ALLIANT ENERGY CORP $3.10万0.01%407 00.0% — 不变
FR FIRST INDL RLTY TR INC $3.12万0.01%509 00.0% — 不变
CNH CNH INDL N V $3.13万0.01%2,785 -411-12.9% -$4,616 减仓
TOL TOLL BROTHERS INC $3.13万0.01%190 00.0% — 不变
SSD SIMPSON MFG INC $3.14万0.01%150 00.0% — 不变
RSPT INVESCO EXCHANGE TRADED FD T $3.16万0.01%490 490— $3.16万 新建仓
IP INTERNATIONAL PAPER CO $3.17万0.01%833 -778-48.3% -$2.96万 减仓
CPRI CAPRI HOLDINGS LIMITED $3.20万0.01%1,723 20013.1% $3,714 加仓
ACIW ACI WORLDWIDE INC $3.21万0.01%638 00.0% — 不变
WSO WATSCO INC $3.21万0.01%77 00.0% — 不变
NGG NATIONAL GRID PLC $3.25万0.01%392 00.0% — 不变
MAA MID-AMER APT CMNTYS INC $3.27万0.01%235 00.0% — 不变
FBIN FORTUNE BRANDS INNOVATIONS I $3.27万0.01%596 30.5% $165 加仓
TECH BIO-TECHNE CORP $3.28万0.01%464 -115-19.9% -$8,125 减仓
COHU COHU INC $3.29万0.01%445 -98-18.0% -$7,243 减仓
HSY HERSHEY CO $3.30万0.01%188 00.0% — 不变
USFD US FOODS HLDG CORP $3.30万0.01%323 268.8% $2,659 加仓
GIL GILDAN ACTIVEWEAR INC $3.31万0.01%642 00.0% — 不变
EXP EAGLE MATLS INC $3.33万0.01%148 00.0% — 不变
BCPC BALCHEM CORP $3.35万0.01%198 3823.8% $6,420 加仓
SCHO SCHWAB STRATEGIC TR $3.40万0.01%1,408 -268-16.0% -$6,469 减仓
AON AON PLC $3.42万0.01%103 00.0% — 不变
IWM ISHARES TR $3.43万0.01%114 00.0% — 不变
PDFS PDF SOLUTIONS INC $3.43万0.01%485 485— $3.43万 新建仓
QCOM QUALCOMM INC $3.49万0.01%189 8785.3% $1.61万 加仓
MTDR MATADOR RES CO $3.49万0.01%702 -46-6.1% -$2,290 减仓
DSGX DESCARTES SYS GROUP INC $3.50万0.01%505 -37-6.8% -$2,562 减仓
IEMG ISHARES INC $3.51万0.01%424 -41-8.8% -$3,396 减仓
CHRW C H ROBINSON WORLDWIDE IN $3.52万0.01%187 -96-33.9% -$1.81万 减仓