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 |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | $18.11万 | 0.05% | 923 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $18.20万 | 0.05% | 1,715 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $18.27万 | 0.05% | 2,295 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $19.59万 | 0.05% | 2,030 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP | $19.68万 | 0.05% | 785 | 4 | 0.5% | $1,003 | 加仓 |
| NUE | NUCOR CORP | $19.80万 | 0.05% | 1,171 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $20.10万 | 0.05% | 665 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL | $20.29万 | 0.06% | 2,982 | -10,493 | -77.9% | -$71.38万 | 减仓 |
| HD | HOME DEPOT INC | $20.69万 | 0.06% | 629 | 0 | 0.0% | — | 不变 |
| SLYV | SPDR SERIES TRUST | $20.75万 | 0.06% | 2,194 | -77 | -3.4% | -$7,283 | 减仓 |
| TEX | TEREX CORP NEW | $21.15万 | 0.06% | 3,578 | 3,578 | — | $21.15万 | 新建仓 |
| CMI | CUMMINS INC | $21.25万 | 0.06% | 395 | 0 | 0.0% | — | 不变 |
| CLS | CELESTICA INC | $21.35万 | 0.06% | 758 | -361 | -32.3% | -$10.17万 | 减仓 |
| ITOT | ISHARES TR | $21.78万 | 0.06% | 1,529 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $22.57万 | 0.06% | 785 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $22.77万 | 0.06% | 1,094 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $22.95万 | 0.06% | 739 | 14 | 1.9% | $4,348 | 加仓 |
| ABT | ABBOTT LABORATORIES | $23.01万 | 0.06% | 2,241 | 0 | 0.0% | — | 不变 |
| UBSI | UNITED BANKSHARES INC WEST V | $23.32万 | 0.06% | 5,631 | 5,631 | — | $23.32万 | 新建仓 |
| EBAY | EBAY INC. | $23.44万 | 0.06% | 2,575 | -821 | -24.2% | -$7.47万 | 减仓 |
| FIX | COMFORT SYS USA INC | $23.44万 | 0.06% | 170 | -71 | -29.5% | -$9.79万 | 减仓 |
| RUSHA | RUSH ENTERPRISES INC | $23.68万 | 0.06% | 3,582 | 3,208 | 857.8% | $21.21万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $23.68万 | 0.06% | 4,029 | 0 | 0.0% | — | 不变 |
| PRIM | PRIMORIS SVCS CORP | $23.69万 | 0.06% | 1,656 | -7 | -0.4% | -$1,001 | 减仓 |
| PG | PROCTER & GAMBLE CO | $23.72万 | 0.06% | 1,642 | 126 | 8.3% | $1.82万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $23.83万 | 0.07% | 549 | -73 | -11.7% | -$3.17万 | 减仓 |
| NTRS | NORTHERN TR CORP | $23.84万 | 0.07% | 1,708 | -4 | -0.2% | -$558 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $23.91万 | 0.07% | 1,206 | 45 | 3.9% | $8,922 | 加仓 |
| T | AT&T INC | $23.98万 | 0.07% | 8,272 | -2,572 | -23.7% | -$7.46万 | 减仓 |
| BMO | BANK MONTREAL MEDIUM | $24.47万 | 0.07% | 1,808 | -21 | -1.1% | -$2,842 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $24.75万 | 0.07% | 852 | 20 | 2.4% | $5,810 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $25.01万 | 0.07% | 961 | 25 | 2.7% | $6,507 | 加仓 |
| CAC | CAMDEN NATL CORP | $25.18万 | 0.07% | 5,307 | 3 | 0.1% | $142 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $25.57万 | 0.07% | 745 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $25.62万 | 0.07% | 2,024 | 1,719 | 563.6% | $21.76万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $25.69万 | 0.07% | 895 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINL CORP | $26.04万 | 0.07% | 7,560 | -7,845 | -50.9% | -$27.02万 | 减仓 |
| NEM | NEWMONT CORP | $26.15万 | 0.07% | 2,416 | -181 | -7.0% | -$1.96万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $26.39万 | 0.07% | 3,630 | -135 | -3.6% | -$9,813 | 减仓 |
| MDYG | SPDR SERIES TRUST | $26.47万 | 0.07% | 2,758 | -95 | -3.3% | -$9,116 | 减仓 |
| EIX | EDISON INTL | $27.49万 | 0.08% | 3,757 | 3,757 | — | $27.49万 | 新建仓 |
| TYL | TYLER TECHNOLOGIES INC | $27.73万 | 0.08% | 810 | -254 | -23.9% | -$8.70万 | 减仓 |
| IEFA | ISHARES TR | $27.81万 | 0.08% | 3,072 | 0 | 0.0% | — | 不变 |
| CBOE | CBOE GLOBAL MKTS INC | $27.99万 | 0.08% | 996 | 812 | 441.3% | $22.82万 | 加仓 |
| BLK | BLACKROCK INC | $28.27万 | 0.08% | 294 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $28.88万 | 0.08% | 2,072 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $28.99万 | 0.08% | 1,427 | -5 | -0.3% | -$1,016 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $29.12万 | 0.08% | 1,354 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $29.46万 | 0.08% | 1,617 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $30.29万 | 0.08% | 2,518 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $30.34万 | 0.08% | 4,073 | 2,332 | 133.9% | $17.37万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $30.46万 | 0.08% | 504 | 333 | 194.7% | $20.13万 | 加仓 |
| SPCE | VIRGIN GALACTIC HOLDINGS INC | $30.49万 | 0.08% | 125,490 | -6,852 | -5.2% | -$1.67万 | 减仓 |
| AFL | AFLAC INC | $31.41万 | 0.09% | 2,863 | 0 | 0.0% | — | 不变 |
| AMBP | ARDAGH METAL PACKAGING S A | $31.58万 | 0.09% | 77,968 | 12,116 | 18.4% | $4.91万 | 加仓 |
| AMGN | AMGEN INC | $31.84万 | 0.09% | 905 | 0 | 0.0% | — | 不变 |
| JXN | JACKSON FINANCIAL INC | $31.84万 | 0.09% | 3,012 | 667 | 28.4% | $7.05万 | 加仓 |
| AXIAY | CENTRAIS ELET BRAS SA | $32.26万 | 0.09% | 28,599 | 28,599 | — | $32.26万 | 新建仓 |
| MTG | MGIC INVT CORP WIS | $32.58万 | 0.09% | 12,411 | -46,573 | -79.0% | -$122.26万 | 减仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $32.77万 | 0.09% | 2,497 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $33.10万 | 0.09% | 959 | 0 | 0.0% | — | 不变 |
| TIMB | TIM S A | $33.22万 | 0.09% | 12,542 | 12,542 | — | $33.22万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $33.65万 | 0.09% | 702 | -15 | -2.1% | -$7,190 | 减仓 |
| MDYV | SPDR SERIES TRUST | $34.84万 | 0.10% | 4,092 | -91 | -2.2% | -$7,749 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $36.02万 | 0.10% | 1,331 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $36.33万 | 0.10% | 2,207 | -100 | -4.3% | -$1.65万 | 减仓 |
| PEP | PEPSICO INC | $39.01万 | 0.11% | 2,512 | -27 | -1.1% | -$4,193 | 减仓 |
| NEE | NEXTERA ENERGY INC | $39.20万 | 0.11% | 4,220 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $39.50万 | 0.11% | 1,375 | -267 | -16.3% | -$7.67万 | 减仓 |
| DJP | BARCLAYS BANK PLC | $39.83万 | 0.11% | 8,273 | -328 | -3.8% | -$1.58万 | 减仓 |
| APP | APPLOVIN CORP | $40.95万 | 0.11% | 1,029 | -560 | -35.2% | -$22.29万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $42.47万 | 0.12% | 1,000 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $42.50万 | 0.12% | 711 | 102 | 16.7% | $6.10万 | 加仓 |
| LOW | LOWES COS INC | $43.26万 | 0.12% | 1,831 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $43.50万 | 0.12% | 5,607 | 335 | 6.4% | $2.60万 | 加仓 |
| PFF | ISHARES TR | $44.06万 | 0.12% | 14,532 | 527 | 3.8% | $1.60万 | 加仓 |
| IRM | IRON MTN INC DEL | $44.59万 | 0.12% | 4,366 | -2,159 | -33.1% | -$22.05万 | 减仓 |
| AMZN | AMAZON COM INC | $45.44万 | 0.12% | 2,182 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $45.86万 | 0.13% | 530 | -43 | -7.5% | -$3.72万 | 减仓 |
| ABBV | ABBVIE INC | $46.60万 | 0.13% | 2,142 | -50 | -2.3% | -$1.09万 | 减仓 |
| RTX | RTX CORPORATION | $47.01万 | 0.13% | 2,437 | 20 | 0.8% | $3,858 | 加仓 |
| LIN | LINDE PLC | $47.15万 | 0.13% | 951 | 17 | 1.8% | $8,428 | 加仓 |
| KRYS | KRYSTAL BIOTECH INC | $47.17万 | 0.13% | 1,826 | 1,826 | — | $47.17万 | 新建仓 |
| DHT | DHT HOLDINGS INC | $47.46万 | 0.13% | 25,978 | 25,978 | — | $47.46万 | 新建仓 |
| ENVA | ENOVA INTL INC | $47.53万 | 0.13% | 3,499 | 3,499 | — | $47.53万 | 新建仓 |
| FIVE | FIVE BELOW INC | $48.85万 | 0.13% | 2,138 | 415 | 24.1% | $9.48万 | 加仓 |
| SPNT | SIRIUSPOINT LTD | $49.72万 | 0.14% | 23,083 | 10,364 | 81.5% | $22.32万 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $49.89万 | 0.14% | 20,848 | 3,401 | 19.5% | $8.14万 | 加仓 |
| PTCT | PTC THERAPEUTICS INC | $50.38万 | 0.14% | 7,395 | 2,432 | 49.0% | $16.57万 | 加仓 |
| ARW | ARROW ELECTRS INC | $50.49万 | 0.14% | 3,521 | 3,521 | — | $50.49万 | 新建仓 |
| DOV | DOVER CORP | $50.92万 | 0.14% | 2,443 | 0 | 0.0% | — | 不变 |
| HG | HAMILTON INSURANCE GROUP LTD | $51.27万 | 0.14% | 17,189 | 7,179 | 71.7% | $21.41万 | 加仓 |
| INCY | INCYTE CORP | $51.33万 | 0.14% | 5,454 | 1,657 | 43.6% | $15.60万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $51.77万 | 0.14% | 2,066 | -39 | -1.9% | -$9,773 | 减仓 |
| CIB | GRUPO CIBEST SA | $52.71万 | 0.14% | 7,239 | -602 | -7.7% | -$4.38万 | 减仓 |
| ADI | ANALOG DEVICES INC | $52.81万 | 0.14% | 1,660 | -24 | -1.4% | -$7,635 | 减仓 |
| CRUS | CIRRUS LOGIC INC | $52.96万 | 0.14% | 3,662 | 3,662 | — | $52.96万 | 新建仓 |
| BAP | CREDICORP LTD | $54.81万 | 0.15% | 1,616 | -74 | -4.4% | -$2.51万 | 减仓 |
| MDT | MEDTRONIC PLC | $55.46万 | 0.15% | 6,400 | 0 | 0.0% | — | 不变 |
| SBS | COMPANHIA DE SANEAMENTO BASI | $59.00万 | 0.16% | 19,339 | 1,403 | 7.8% | $4.28万 | 加仓 |