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 |
|---|---|---|---|---|---|---|---|---|
| RELX | RELX PLC | $5.07万 | 0.01% | 1,528 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $5.07万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| TD | TORONTO DOMINION BK ONT | $5.11万 | 0.01% | 547 | -768 | -58.4% | -$7.17万 | 减仓 |
| XYLD | GLOBAL X FDS | $5.23万 | 0.01% | 1,336 | 0 | 0.0% | — | 不变 |
| CNA | CNA FINL CORP | $5.25万 | 0.01% | 1,144 | -7,671 | -87.0% | -$35.22万 | 减仓 |
| COKE | COCA COLA CONS INC | $5.39万 | 0.01% | 281 | -303 | -51.9% | -$5.81万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $5.46万 | 0.01% | 61 | 0 | 0.0% | — | 不变 |
| — | ATKORE INC | $5.63万 | 0.02% | 955 | -313 | -24.7% | -$1.84万 | 减仓 |
| BAC | BANK AMERICA CORP | $5.66万 | 0.02% | 1,161 | 0 | 0.0% | — | 不变 |
| IP | INTERNATIONAL PAPER CO | $5.75万 | 0.02% | 1,611 | -309 | -16.1% | -$1.10万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $5.75万 | 0.02% | 354 | 30 | 9.3% | $4,874 | 加仓 |
| MA | MASTERCARD INCORPORATED | $5.90万 | 0.02% | 118 | 0 | 0.0% | — | 不变 |
| FDS | FACTSET RESH SYS INC | $5.99万 | 0.02% | 276 | 0 | 0.0% | — | 不变 |
| NUBD | NUSHARES ETF TR | $6.08万 | 0.02% | 2,736 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $6.10万 | 0.02% | 254 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $6.13万 | 0.02% | 355 | 21 | 6.3% | $3,624 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $6.13万 | 0.02% | 550 | 0 | 0.0% | — | 不变 |
| FLS | FLOWSERVE CORP | $6.13万 | 0.02% | 834 | -46 | -5.2% | -$3,381 | 减仓 |
| ENSG | ENSIGN GROUP INC | $6.19万 | 0.02% | 307 | 0 | 0.0% | — | 不变 |
| APAM | ARTISAN PARTNERS ASSET MGMT | $6.26万 | 0.02% | 1,720 | -42 | -2.4% | -$1,528 | 减仓 |
| CASY | CASEYS GEN STORES INC | $6.26万 | 0.02% | 86 | -18 | -17.3% | -$1.31万 | 减仓 |
| NPO | ENPRO INC | $6.29万 | 0.02% | 251 | 3 | 1.2% | $752 | 加仓 |
| CII | BLACKROCK ENHANCED LARGE CAP | $6.35万 | 0.02% | 3,022 | 143 | 5.0% | $3,006 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $6.38万 | 0.02% | 1,661 | -68 | -3.9% | -$2,613 | 减仓 |
| PFE | PFIZER INC | $6.41万 | 0.02% | 2,283 | 0 | 0.0% | — | 不变 |
| GMED | GLOBUS MED INC | $6.45万 | 0.02% | 749 | -134 | -15.2% | -$1.15万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $6.51万 | 0.02% | 575 | 0 | 0.0% | — | 不变 |
| WRB | BERKLEY W R CORP | $6.56万 | 0.02% | 990 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC | $6.63万 | 0.02% | 335 | 0 | 0.0% | — | 不变 |
| SANM | SANMINA CORP | $6.65万 | 0.02% | 513 | -3,718 | -87.9% | -$48.20万 | 减仓 |
| IJS | ISHARES TR | $6.66万 | 0.02% | 562 | -54 | -8.8% | -$6,396 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $6.66万 | 0.02% | 406 | -4,451 | -91.6% | -$73.05万 | 减仓 |
| EMR | EMERSON ELEC CO | $6.91万 | 0.02% | 528 | 2 | 0.4% | $262 | 加仓 |
| BX | BLACKSTONE INC | $6.94万 | 0.02% | 604 | -999 | -62.3% | -$11.48万 | 减仓 |
| BBT | BEACON FINANCIAL CORP. | $7.01万 | 0.02% | 2,337 | -1,055 | -31.1% | -$3.17万 | 减仓 |
| IJR | ISHARES TR | $7.37万 | 0.02% | 593 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $7.39万 | 0.02% | 594 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $7.44万 | 0.02% | 356 | 0 | 0.0% | — | 不变 |
| PHM | PULTE GROUP INC | $7.68万 | 0.02% | 653 | 0 | 0.0% | — | 不变 |
| OGE | OGE ENERGY CORP | $7.71万 | 0.02% | 1,607 | 0 | 0.0% | — | 不变 |
| IMO | IMPERIAL OIL LTD | $7.85万 | 0.02% | 600 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $7.88万 | 0.02% | 171 | 15 | 9.6% | $6,915 | 加仓 |
| UNP | UNION PAC CORP | $7.89万 | 0.02% | 325 | 0 | 0.0% | — | 不变 |
| — | JANUS HENDERSON GROUP PLC | $7.94万 | 0.02% | 1,546 | -1,774 | -53.4% | -$9.11万 | 减仓 |
| — | FRANKLIN TEMPLETON ETF TR | $8.15万 | 0.02% | 2,522 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $8.47万 | 0.02% | 1,469 | 0 | 0.0% | — | 不变 |
| RBC | RBC BEARINGS INC | $8.47万 | 0.02% | 156 | 11 | 7.6% | $5,974 | 加仓 |
| ASML | ASML HLDG NV | $8.72万 | 0.02% | 66 | 0 | 0.0% | — | 不变 |
| AGZ | ISHARES TR | $8.80万 | 0.02% | 802 | -452 | -36.0% | -$4.96万 | 减仓 |
| FXE | INVESCO CURRENCYSHARES EURO | $8.87万 | 0.02% | 831 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $8.87万 | 0.02% | 564 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $9.19万 | 0.03% | 443 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $9.22万 | 0.03% | 408 | 0 | 0.0% | — | 不变 |
| DBD | DIEBOLD NIXDORF INC | $9.35万 | 0.03% | 1,239 | 1,239 | — | $9.35万 | 新建仓 |
| CAT | CATERPILLAR INC | $9.43万 | 0.03% | 133 | -306 | -69.7% | -$21.70万 | 减仓 |
| EFV | ISHARES TR | $9.79万 | 0.03% | 1,317 | 642 | 95.1% | $4.77万 | 加仓 |
| ORCL | ORACLE CORP | $9.84万 | 0.03% | 669 | 241 | 56.3% | $3.54万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $10.05万 | 0.03% | 1,904 | -177 | -8.5% | -$9,342 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $10.05万 | 0.03% | 415 | -188 | -31.2% | -$4.55万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $10.19万 | 0.03% | 1,331 | 682 | 105.1% | $5.22万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $10.44万 | 0.03% | 2,092 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $10.49万 | 0.03% | 114 | -5 | -4.2% | -$4,599 | 减仓 |
| HRB | BLOCK H & R INC | $10.52万 | 0.03% | 3,316 | -4,934 | -59.8% | -$15.66万 | 减仓 |
| IDV | ISHARES TR | $11.03万 | 0.03% | 2,591 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $11.33万 | 0.03% | 865 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $11.61万 | 0.03% | 1,195 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO | $11.88万 | 0.03% | 549 | -74 | -11.9% | -$1.60万 | 减仓 |
| EEMV | ISHARES INC | $11.98万 | 0.03% | 1,850 | -85 | -4.4% | -$5,502 | 减仓 |
| ARCC | ARES CAPITAL CORP | $12.06万 | 0.03% | 6,691 | -3,185 | -32.2% | -$5.74万 | 减仓 |
| META | META PLATFORMS INC | $12.09万 | 0.03% | 211 | -35 | -14.2% | -$2.01万 | 减仓 |
| CB | CHUBB LTD SWITZ | $12.48万 | 0.03% | 383 | 20 | 5.5% | $6,519 | 加仓 |
| ORI | OLD REP INTL CORP | $12.61万 | 0.03% | 3,160 | -20,267 | -86.5% | -$80.87万 | 减仓 |
| CVX | CHEVRON CORPORATION | $12.98万 | 0.04% | 627 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO EXCH TRADED FD TR II | $13.07万 | 0.04% | 1,787 | 0 | 0.0% | — | 不变 |
| SPMB | SPDR SERIES TRUST | $13.24万 | 0.04% | 5,913 | -131 | -2.2% | -$2,933 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $13.34万 | 0.04% | 7,515 | -1,942 | -20.5% | -$3.45万 | 减仓 |
| CVS | CVS HEALTH CORP | $13.37万 | 0.04% | 1,861 | -11,086 | -85.6% | -$79.62万 | 减仓 |
| TSLA | TESLA INC | $14.54万 | 0.04% | 391 | -7 | -1.8% | -$2,602 | 减仓 |
| YUM | YUM BRANDS INC | $14.58万 | 0.04% | 938 | 0 | 0.0% | — | 不变 |
| DINO | HF SINCLAIR CORP | $14.86万 | 0.04% | 2,381 | -2,570 | -51.9% | -$16.03万 | 减仓 |
| TXN | TEXAS INSTRS INC | $15.05万 | 0.04% | 775 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $15.40万 | 0.04% | 537 | -22 | -3.9% | -$6,311 | 减仓 |
| PAYX | PAYCHEX INC | $15.42万 | 0.04% | 1,674 | 0 | 0.0% | — | 不变 |
| SLYG | SPDR SERIES TRUST | $15.61万 | 0.04% | 1,616 | -36 | -2.2% | -$3,478 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $15.74万 | 0.04% | 158 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC | $16.14万 | 0.04% | 148 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $16.33万 | 0.04% | 383 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $16.35万 | 0.04% | 1,412 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES TR | $16.80万 | 0.05% | 1,577 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $17.13万 | 0.05% | 507 | -315 | -38.3% | -$10.65万 | 减仓 |
| MPC | MARATHON PETE CORP | $17.37万 | 0.05% | 711 | -344 | -32.6% | -$8.41万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $17.59万 | 0.05% | 1,483 | -64 | -4.1% | -$7,592 | 减仓 |
| LNC | LINCOLN NATL CORP IND | $17.60万 | 0.05% | 4,957 | -15,752 | -76.1% | -$55.92万 | 减仓 |
| DVY | ISHARES TR | $17.61万 | 0.05% | 1,163 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $17.75万 | 0.05% | 773 | 3 | 0.4% | $689 | 加仓 |
| AXS | AXIS CAP HLDGS LTD | $17.86万 | 0.05% | 1,761 | -3,176 | -64.3% | -$32.21万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $17.93万 | 0.05% | 3,572 | -6,497 | -64.5% | -$32.61万 | 减仓 |
| IVE | ISHARES TR | $17.95万 | 0.05% | 850 | 142 | 20.1% | $3.00万 | 加仓 |
| KO | COCA COLA CO | $18.06万 | 0.05% | 2,375 | -76 | -3.1% | -$5,780 | 减仓 |
| SNA | SNAP ON INC | $18.09万 | 0.05% | 498 | 0 | 0.0% | — | 不变 |