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 |
|---|---|---|---|---|---|---|---|---|
| THG | HANOVER INS GROUP INC | $2.83万 | 0.01% | 163 | -3,009 | -94.9% | -$52.16万 | 减仓 |
| IWM | ISHARES TR | $2.83万 | 0.01% | 114 | 0 | 0.0% | — | 不变 |
| SXI | STANDEX INTL CORP | $2.83万 | 0.01% | 111 | 0 | 0.0% | — | 不变 |
| VVV | VALVOLINE INC | $2.84万 | 0.01% | 843 | 843 | — | $2.84万 | 新建仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $2.84万 | 0.01% | 130 | -18 | -12.2% | -$3,937 | 减仓 |
| MAA | MID-AMER APT CMNTYS INC | $2.87万 | 0.01% | 235 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INC | $2.87万 | 0.01% | 15 | 0 | 0.0% | — | 不变 |
| EHC | ENCOMPASS HEALTH CORP | $2.87万 | 0.01% | 297 | 85 | 40.1% | $8,222 | 加仓 |
| INGR | INGREDION INC | $2.89万 | 0.01% | 257 | -1,390 | -84.4% | -$15.64万 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $2.92万 | 0.01% | 407 | 0 | 0.0% | — | 不变 |
| SNY | SANOFI SA | $2.94万 | 0.01% | 610 | 0 | 0.0% | — | 不变 |
| FR | FIRST INDL RLTY TR INC | $2.94万 | 0.01% | 509 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $3.00万 | 0.01% | 424 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $3.01万 | 0.01% | 141 | -76 | -35.0% | -$1.62万 | 减仓 |
| AGYS | AGILYSYS INC | $3.02万 | 0.01% | 424 | 39 | 10.1% | $2,774 | 加仓 |
| TECH | BIO-TECHNE CORP | $3.03万 | 0.01% | 579 | 0 | 0.0% | — | 不变 |
| PODD | INSULET CORP | $3.04万 | 0.01% | 145 | -13 | -8.2% | -$2,728 | 减仓 |
| HSBC | HSBC HLDGS PLC | $3.04万 | 0.01% | 369 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $3.04万 | 0.01% | 163 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $3.06万 | 0.01% | 429 | 10 | 2.4% | $713 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $3.08万 | 0.01% | 263 | -388 | -59.6% | -$4.54万 | 减仓 |
| CALM | CAL MAINE FOODS INC | $3.09万 | 0.01% | 391 | -2,503 | -86.5% | -$19.81万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $3.13万 | 0.01% | 805 | 0 | 0.0% | — | 不变 |
| CR | CRANE COMPANY | $3.20万 | 0.01% | 187 | -40 | -17.6% | -$6,840 | 减仓 |
| TXRH | TEXAS ROADHOUSE INC | $3.24万 | 0.01% | 196 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $3.24万 | 0.01% | 465 | 424 | 1,034.1% | $2.96万 | 加仓 |
| CVSA | COVISTA INC | $3.26万 | 0.01% | 283 | -1,865 | -86.8% | -$21.49万 | 减仓 |
| CACI | CACI INTL INC | $3.26万 | 0.01% | 60 | 4 | 7.1% | $2,175 | 加仓 |
| SBCF | SEACOAST BKG CORP FLA | $3.28万 | 0.01% | 1,082 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $3.29万 | 0.01% | 640 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $3.29万 | 0.01% | 700 | 0 | 0.0% | — | 不变 |
| CHRD | CHORD ENERGY CORPORATION | $3.30万 | 0.01% | 232 | 16 | 7.4% | $2,275 | 加仓 |
| NGG | NATIONAL GRID PLC | $3.32万 | 0.01% | 392 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $3.32万 | 0.01% | 103 | 0 | 0.0% | — | 不变 |
| EXEL | EXELIXIS INC | $3.36万 | 0.01% | 784 | -4,690 | -85.7% | -$20.12万 | 减仓 |
| SNPS | SYNOPSYS INC | $3.37万 | 0.01% | 85 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $3.40万 | 0.01% | 259 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $3.41万 | 0.01% | 734 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $3.42万 | 0.01% | 302 | 302 | — | $3.42万 | 新建仓 |
| NKE | NIKE INC | $3.42万 | 0.01% | 647 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $3.42万 | 0.01% | 545 | 387 | 244.9% | $2.43万 | 加仓 |
| DB | DEUTSCHE BK AG | $3.46万 | 0.01% | 1,162 | -10,960 | -90.4% | -$32.64万 | 减仓 |
| IWP | ISHARES TR | $3.47万 | 0.01% | 271 | 0 | 0.0% | — | 不变 |
| CNH | CNH INDL N V | $3.52万 | 0.01% | 3,196 | 0 | 0.0% | — | 不变 |
| WTFC | WINTRUST FINL CORP | $3.53万 | 0.01% | 254 | 254 | — | $3.53万 | 新建仓 |
| GIL | GILDAN ACTIVEWEAR INC | $3.57万 | 0.01% | 642 | -40 | -5.9% | -$2,226 | 减仓 |
| H | HYATT HOTELS CORP | $3.58万 | 0.01% | 249 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $3.60万 | 0.01% | 705 | -8,163 | -92.1% | -$41.65万 | 减仓 |
| SBUX | STARBUCKS CORP | $3.60万 | 0.01% | 402 | 0 | 0.0% | — | 不变 |
| DYNF | BLACKROCK ETF TRUST | $3.63万 | 0.01% | 624 | 472 | 310.5% | $2.75万 | 重新持有 |
| ACWV | ISHARES INC | $3.68万 | 0.01% | 308 | 0 | 0.0% | — | 不变 |
| IDA | IDACORP INC | $3.72万 | 0.01% | 260 | 0 | 0.0% | — | 不变 |
| HUBB | HUBBELL INC | $3.73万 | 0.01% | 76 | 0 | 0.0% | — | 不变 |
| AEIS | ADVANCED ENERGY INDS | $3.74万 | 0.01% | 116 | -117 | -50.2% | -$3.78万 | 减仓 |
| GBCI | GLACIER BANCORP INC NEW | $3.78万 | 0.01% | 847 | 26 | 3.2% | $1,161 | 加仓 |
| SHEL | SHELL PLC | $3.81万 | 0.01% | 410 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC | $3.87万 | 0.01% | 2,470 | 0 | 0.0% | — | 不变 |
| AVY | AVERY DENNISON CORP | $3.87万 | 0.01% | 224 | 0 | 0.0% | — | 不变 |
| LFUS | LITTELFUSE INC | $3.87万 | 0.01% | 114 | -22 | -16.2% | -$7,466 | 减仓 |
| DSGX | DESCARTES SYS GROUP INC | $3.88万 | 0.01% | 542 | 115 | 26.9% | $8,230 | 加仓 |
| HSY | HERSHEY CO | $3.91万 | 0.01% | 188 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $3.96万 | 0.01% | 259 | 0 | 0.0% | — | 不变 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $4.00万 | 0.01% | 431 | -43 | -9.1% | -$3,989 | 减仓 |
| RPM | RPM INTL INC | $4.02万 | 0.01% | 404 | 176 | 77.2% | $1.75万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $4.04万 | 0.01% | 319 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $4.04万 | 0.01% | 483 | 0 | 0.0% | — | 不变 |
| NDSN | NORDSON CORP | $4.04万 | 0.01% | 152 | -14 | -8.4% | -$3,725 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $4.07万 | 0.01% | 1,676 | -431 | -20.5% | -$1.05万 | 减仓 |
| CFR | CULLEN FROST BANKERS INC | $4.10万 | 0.01% | 299 | 299 | — | $4.10万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $4.10万 | 0.01% | 71 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $4.12万 | 0.01% | 620 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $4.12万 | 0.01% | 519 | 0 | 0.0% | — | 不变 |
| MTRN | MATERION CORP | $4.17万 | 0.01% | 288 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $4.18万 | 0.01% | 490 | 0 | 0.0% | — | 不变 |
| VMI | VALMONT INDS INC | $4.20万 | 0.01% | 105 | -31 | -22.8% | -$1.24万 | 减仓 |
| MTB | M & T BK CORP | $4.20万 | 0.01% | 203 | -765 | -79.0% | -$15.81万 | 减仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $4.20万 | 0.01% | 189 | 12 | 6.8% | $2,665 | 加仓 |
| CI | THE CIGNA GROUP | $4.24万 | 0.01% | 159 | -37 | -18.9% | -$9,870 | 减仓 |
| CCI | CROWN CASTLE INC | $4.25万 | 0.01% | 523 | 49 | 10.3% | $3,984 | 加仓 |
| PAC | GRUPO AEROPORTUNARIO DEL PAC | $4.44万 | 0.01% | 180 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $4.49万 | 0.01% | 234 | 234 | — | $4.49万 | 新建仓 |
| ESI | ELEMENT SOLUTIONS INC | $4.53万 | 0.01% | 1,326 | -476 | -26.4% | -$1.63万 | 减仓 |
| ITT | ITT INC | $4.53万 | 0.01% | 238 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $4.61万 | 0.01% | 176 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $4.65万 | 0.01% | 501 | 0 | 0.0% | — | 不变 |
| FERG | FERGUSON ENTERPRISES INC | $4.67万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| CHRW | C H ROBINSON WORLDWIDE IN | $4.70万 | 0.01% | 283 | 0 | 0.0% | — | 不变 |
| MTDR | MATADOR RES CO | $4.73万 | 0.01% | 748 | -31 | -4.0% | -$1,959 | 减仓 |
| SSB | SOUTHSTATE BK CORP | $4.75万 | 0.01% | 513 | 0 | 0.0% | — | 不变 |
| STLD | STEEL DYNAMICS INC | $4.77万 | 0.01% | 265 | -15 | -5.4% | -$2,702 | 减仓 |
| — | ISHARES ETHEREUM TR | $4.81万 | 0.01% | 3,040 | 0 | 0.0% | — | 不变 |
| ABCB | AMERIS BANCORP | $4.82万 | 0.01% | 618 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $4.86万 | 0.01% | 719 | 0 | 0.0% | — | 不变 |
| EVMO | MORGAN STANLEY ETF TRUST | $4.89万 | 0.01% | 971 | -42 | -4.1% | -$2,114 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $4.91万 | 0.01% | 297 | 108 | 57.1% | $1.79万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $4.93万 | 0.01% | 511 | -118 | -18.8% | -$1.14万 | 减仓 |
| NVMI | NOVA LTD | $4.95万 | 0.01% | 114 | 0 | 0.0% | — | 不变 |
| PLUG | PLUG PWR INC | $5.01万 | 0.01% | 22,167 | -14,413 | -39.4% | -$3.26万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $5.05万 | 0.01% | 460 | 300 | 187.5% | $3.29万 | 加仓 |
| MOG/A | MOOG INC | $5.06万 | 0.01% | 173 | 0 | 0.0% | — | 不变 |