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
FAST FASTENAL CO $3.53万0.01%734 00.0% — 不变
AEP AMERICAN ELEC PWR CO INC $3.54万0.01%259 00.0% — 不变
SLGN SILGAN HLDGS INC $3.58万0.01%772 578.0% $2,644 加仓
SYY SYSCO CORP $3.58万0.01%429 00.0% — 不变
MET METLIFE INC $3.59万0.01%424 00.0% — 不变
EHC ENCOMPASS HEALTH CORP $3.60万0.01%356 5919.9% $5,964 加仓
— ISHARES ETHEREUM TR $3.61万0.01%3,040 00.0% — 不变
AEIS ADVANCED ENERGY INDS $3.62万0.01%97 -19-16.4% -$7,084 减仓
AVY AVERY DENNISON CORP $3.64万0.01%224 00.0% — 不变
TJX TJX COS INC NEW $3.67万0.01%242 9969.2% $1.50万 加仓
XAR SPDR SERIES TRUST $3.69万0.01%130 130— $3.69万 新建仓
CWST CASELLA WASTE SYS INC $3.69万0.01%381 8327.9% $8,049 加仓
SNPS SYNOPSYS INC $3.79万0.01%85 00.0% — 不变
Q QNITY ELECTRONICS INC $3.85万0.01%236 00.0% — 不变
IDA IDACORP INC $3.93万0.01%260 00.0% — 不变
CCI CROWN CASTLE INC $3.96万0.01%523 00.0% — 不变
IWP ISHARES TR $3.97万0.01%271 00.0% — 不变
SXI STANDEX INTL CORP $3.97万0.01%111 00.0% — 不变
HUBB HUBBELL INC $3.98万0.01%76 00.0% — 不变
NVS NOVARTIS AG $4.06万0.01%259 00.0% — 不变
WTFC WINTRUST FINL CORP $4.08万0.01%254 00.0% — 不变
CTVA CORTEVA INC $4.09万0.01%483 00.0% — 不变
SBUX STARBUCKS CORP $4.11万0.01%402 00.0% — 不变
IVW ISHARES TR $4.15万0.01%302 00.0% — 不变
XEL XCEL ENERGY INC $4.17万0.01%519 00.0% — 不变
SNX TD SYNNEX CORPORATION $4.17万0.01%156 00.0% — 不变
DYNF BLACKROCK ETF TRUST $4.24万0.01%624 00.0% — 不变
GEV GE VERNOVA INC $4.35万0.01%37 27270.0% $3.17万 加仓
GBCI GLACIER BANCORP INC NEW $4.37万0.01%847 00.0% — 不变
CI THE CIGNA GROUP $4.38万0.01%159 00.0% — 不变
AMT AMERICAN TOWER CORP $4.40万0.01%269 -86-24.2% -$1.41万 减仓
RPM RPM INTL INC $4.49万0.01%404 00.0% — 不变
CL COLGATE PALMOLIVE CO $4.49万0.01%490 00.0% — 不变
IJH ISHARES TR $4.52万0.01%586 -133-18.5% -$1.03万 减仓
PRIM PRIMORIS SVCS CORP $4.52万0.01%456 -1,200-72.5% -$11.89万 减仓
PAC GRUPO AEROPORTUNARIO DEL PAC $4.56万0.01%180 00.0% — 不变
AGYS AGILYSYS INC $4.63万0.01%443 194.5% $1,986 加仓
NVMI NOVA LTD $4.67万0.01%86 -28-24.6% -$1.52万 减仓
BX BLACKSTONE INC $4.69万0.01%399 -205-33.9% -$2.41万 减仓
ITT ITT INC $4.71万0.01%238 00.0% — 不变
FERG FERGUSON ENTERPRISES INC $4.75万0.01%200 00.0% — 不变
CR CRANE COMPANY $4.77万0.01%214 2714.4% $6,023 加仓
H HYATT HOTELS CORP $4.83万0.01%249 00.0% — 不变
MTB M & T BK CORP $4.83万0.01%203 00.0% — 不变
VCYT VERACYTE INC $4.83万0.01%823 00.0% — 不变
EVMO MORGAN STANLEY ETF TRUST $4.86万0.01%971 00.0% — 不变
VVV VALVOLINE INC $4.95万0.01%1,253 41048.6% $1.62万 加仓
LAMR LAMAR ADVERTISING CO $4.98万0.01%319 00.0% — 不变
CFR CULLEN FROST BANKERS INC $4.99万0.01%323 248.0% $3,708 加仓
CTAS CINTAS CORP $5.10万0.01%300 00.0% — 不变
SSB SOUTHSTATE BK CORP $5.12万0.01%513 00.0% — 不变
QUAL ISHARES TR $5.13万0.01%234 00.0% — 不变
LFUS LITTELFUSE INC $5.19万0.01%114 00.0% — 不变
LRCX LAM RESEARCH CORP $5.24万0.01%121 -20-14.2% -$8,667 减仓
NDSN NORDSON CORP $5.28万0.01%175 2315.1% $6,939 加仓
HONA HONEYWELL AEROSPACE INC $5.31万0.01%240 240— $5.31万 新建仓
IEX IDEX CORP $5.31万0.01%234 234— $5.31万 新建仓
COKE COCA COLA CONS INC $5.37万0.01%281 00.0% — 不变
PM PHILIP MORRIS INTL INC $5.37万0.01%297 00.0% — 不变
HON HONEYWELL INTL INC $5.37万0.01%240 -168-41.2% -$3.76万 减仓
HDV ISHARES TR $5.40万0.01%1,970 1,970— $5.40万 新建仓
VMI VALMONT INDS INC $5.43万0.01%94 -11-10.5% -$6,354 减仓
XYLD GLOBAL X FDS $5.45万0.01%1,336 00.0% — 不变
PFE PFIZER INC $5.50万0.01%2,283 00.0% — 不变
PLUG PLUG PWR INC $5.53万0.01%20,401 -1,766-8.0% -$4,786 减仓
IBIT ISHARES BITCOIN TRUST ETF $5.53万0.01%1,661 00.0% — 不变
ABCB AMERIS BANCORP $5.58万0.01%618 00.0% — 不变
GE GE AEROSPACE $5.61万0.01%150 110275.0% $4.11万 加仓
KMB KIMBERLY-CLARK CORP $5.68万0.01%518 71.4% $768 加仓
ENSG ENSIGN GROUP INC $5.71万0.01%356 4916.0% $7,855 加仓
MTSI MACOM TECH SOLUTIONS HLDGS I $5.74万0.01%151 -38-20.1% -$1.45万 减仓
DAL DELTA AIR LINES INC $5.81万0.01%620 00.0% — 不变
VONG VANGUARD SCOTTSDALE FDS $5.88万0.01%460 00.0% — 不变
FLS FLOWSERVE CORP $5.89万0.01%794 -40-4.8% -$2,966 减仓
FANG DIAMONDBACK ENERGY INC $5.89万0.01%335 00.0% — 不变
RIO RIO TINTO PLC $5.95万0.01%627 400176.2% $3.80万 加仓
PH PARKER-HANNIFIN CORP $5.97万0.01%61 00.0% — 不变
GS GOLDMAN SACHS GROUP INC $5.97万0.01%59 34136.0% $3.44万 加仓
NUBD NUSHARES ETF TR $6.06万0.01%2,736 00.0% — 不变
MA MASTERCARD INCORPORATED $6.06万0.01%118 00.0% — 不变
STLD STEEL DYNAMICS INC $6.08万0.01%265 00.0% — 不变
FDS FACTSET RESH SYS INC $6.10万0.01%265 -11-4.0% -$2,531 减仓
ESI ELEMENT SOLUTIONS INC $6.13万0.01%1,284 -42-3.2% -$2,006 减仓
GMED GLOBUS MED INC $6.20万0.01%785 364.8% $2,844 加仓
CASY CASEYS GEN STORES INC $6.28万0.02%79 -7-8.1% -$5,563 减仓
ED CONSOLIDATED EDISON INC $6.36万0.02%575 00.0% — 不变
APO APOLLO GLOBAL MGMT INC $6.51万0.02%550 00.0% — 不变
SYF SYNCHRONY FINANCIAL $6.54万0.02%860 -2,122-71.2% -$16.13万 减仓
CVS CVS HEALTH CORP $6.58万0.02%636 -1,225-65.8% -$12.67万 减仓
LSCC LATTICE SEMICONDUCTOR CORP $6.59万0.02%431 00.0% — 不变
BAC BANK OF AMER CORP $6.62万0.02%1,161 00.0% — 不变
HRB BLOCK H & R INC $6.64万0.02%1,744 -1,572-47.4% -$5.98万 减仓
TD TORONTO DOMINION BK ONT $6.65万0.02%547 00.0% — 不变
WRB BERKLEY W R CORP $6.67万0.02%946 -44-4.4% -$3,103 减仓
DFIV DIMENSIONAL ETF TRUST $6.68万0.02%1,236 -668-35.1% -$3.61万 减仓
IMO IMPERIAL OIL LTD $6.72万0.02%600 00.0% — 不变
ISRG INTUITIVE SURGICAL INC $6.80万0.02%171 00.0% — 不变
AXS AXIS CAP HLDGS LTD $6.92万0.02%644 -1,117-63.4% -$12.00万 减仓
ORCL ORACLE CORP $6.99万0.02%477 -192-28.7% -$2.81万 减仓
MTRN MATERION CORP $7.02万0.02%236 -52-18.1% -$1.55万 减仓