Measured Wealth Private Client Group, LLC
PORTSMOUTH NH · SEC CIK 0001720235
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| APD | AIR PRODUCTS AND CHEMICALS I | $24.98万 | 0.06% | 852 | 0 | 0.0% | — | 不变 |
| TEX | TEREX CORP NEW | $25.00万 | 0.06% | 3,454 | -124 | -3.5% | -$8,976 | 减仓 |
| ITOT | ISHARES TR | $25.12万 | 0.06% | 1,529 | 0 | 0.0% | — | 不变 |
| RUSHA | RUSH ENTERPRISES INC | $25.13万 | 0.06% | 3,443 | -139 | -3.9% | -$1.01万 | 减仓 |
| MCK | MCKESSON CORP | $25.31万 | 0.06% | 335 | -195 | -36.8% | -$14.73万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $25.90万 | 0.06% | 1,052 | -42 | -3.8% | -$1.03万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $25.99万 | 0.06% | 961 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $26.18万 | 0.06% | 2,072 | 0 | 0.0% | — | 不变 |
| UBSI | UNITED BANKSHARES INC WEST V | $26.18万 | 0.06% | 5,712 | 81 | 1.4% | $3,712 | 加仓 |
| NTRS | NORTHERN TR CORP | $26.35万 | 0.06% | 1,516 | -192 | -11.2% | -$3.34万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $26.39万 | 0.06% | 745 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $27.34万 | 0.07% | 1,617 | 0 | 0.0% | — | 不变 |
| BMO | BANK MONTREAL MEDIUM | $27.49万 | 0.07% | 1,556 | -252 | -13.9% | -$4.45万 | 减仓 |
| BLK | BLACKROCK INC | $27.50万 | 0.07% | 286 | -8 | -2.7% | -$7,692 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $27.53万 | 0.07% | 875 | -20 | -2.2% | -$6,292 | 减仓 |
| CLS | CELESTICA INC | $27.65万 | 0.07% | 758 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $27.72万 | 0.07% | 3,376 | -6,914 | -67.2% | -$56.77万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $27.87万 | 0.07% | 959 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $27.90万 | 0.07% | 1,179 | -175 | -12.9% | -$4.14万 | 减仓 |
| AXIAY | AXIA ENERGIA SA | $28.14万 | 0.07% | 26,646 | -1,953 | -6.8% | -$2.06万 | 减仓 |
| CMI | CUMMINS INC | $28.17万 | 0.07% | 395 | 0 | 0.0% | — | 不变 |
| TIMB | TIM S A | $28.24万 | 0.07% | 13,186 | 644 | 5.1% | $1.38万 | 加仓 |
| CAC | CAMDEN NATL CORP | $28.79万 | 0.07% | 5,310 | 3 | 0.1% | $163 | 加仓 |
| IEFA | ISHARES TR | $29.05万 | 0.07% | 3,008 | -64 | -2.1% | -$6,181 | 减仓 |
| FRO | FRONTLINE PLC | $29.54万 | 0.07% | 8,490 | 8,490 | — | $29.54万 | 新建仓 |
| GM | GENERAL MTRS CO | $29.55万 | 0.07% | 3,834 | -239 | -5.9% | -$1.84万 | 减仓 |
| MDYG | SPDR SERIES TRUST | $30.06万 | 0.07% | 2,682 | -76 | -2.8% | -$8,519 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $30.56万 | 0.07% | 2,306 | -3,496 | -60.3% | -$46.33万 | 减仓 |
| STT | STATE STR CORP | $31.07万 | 0.08% | 1,832 | -192 | -9.5% | -$3.26万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $31.31万 | 0.08% | 1,398 | -29 | -2.0% | -$6,495 | 减仓 |
| AMGN | AMGEN INC | $31.83万 | 0.08% | 879 | -26 | -2.9% | -$9,415 | 减仓 |
| MRK | MERCK & CO INC | $32.36万 | 0.08% | 2,518 | 0 | 0.0% | — | 不变 |
| AMBP | ARDAGH METAL PACKAGING S A | $32.56万 | 0.08% | 68,692 | -9,276 | -11.9% | -$4.40万 | 减仓 |
| GOOGL | ALPHABET INC | $32.77万 | 0.08% | 917 | 132 | 16.8% | $4.72万 | 加仓 |
| JXN | JACKSON FINANCIAL INC | $32.99万 | 0.08% | 3,222 | 210 | 7.0% | $2.15万 | 加仓 |
| AFL | AFLAC INC | $33.57万 | 0.08% | 2,863 | 0 | 0.0% | — | 不变 |
| COPX | GLOBAL X FDS | $34.36万 | 0.08% | 4,464 | 4,464 | — | $34.36万 | 新建仓 |
| BNS | BANK NOVA SCOTIA B C | $34.54万 | 0.08% | 3,977 | 3,977 | — | $34.54万 | 新建仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $34.91万 | 0.08% | 2,464 | -33 | -1.3% | -$4,675 | 减仓 |
| DJP | BARCLAYS BANK PLC | $34.99万 | 0.08% | 8,005 | -268 | -3.2% | -$1.17万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $35.14万 | 0.08% | 702 | 0 | 0.0% | — | 不变 |
| SPCE | VIRGIN GALACTIC HOLDINGS INC | $36.27万 | 0.09% | 125,490 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $36.33万 | 0.09% | 2,683 | 171 | 6.8% | $2.32万 | 加仓 |
| EIX | EDISON INTL | $36.49万 | 0.09% | 4,901 | 1,144 | 30.4% | $8.52万 | 加仓 |
| KR | KROGER CO | $36.52万 | 0.09% | 6,577 | -6,191 | -48.5% | -$34.38万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $37.04万 | 0.09% | 4,220 | 0 | 0.0% | — | 不变 |
| APLE | APPLE HOSPITALITY REIT INC | $37.08万 | 0.09% | 22,059 | 22,059 | — | $37.08万 | 新建仓 |
| MDYV | SPDR SERIES TRUST | $38.02万 | 0.09% | 4,008 | -84 | -2.1% | -$7,967 | 减仓 |
| VSXY | VICTORIAS SECRET AND CO | $38.53万 | 0.09% | 4,615 | 4,615 | — | $38.53万 | 新建仓 |
| LOW | LOWES COS INC | $41.28万 | 0.10% | 1,872 | 41 | 2.2% | $9,040 | 加仓 |
| CNC | CENTENE CORP DEL | $42.70万 | 0.10% | 6,652 | 6,652 | — | $42.70万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $43.37万 | 0.10% | 632 | -79 | -11.1% | -$5.42万 | 减仓 |
| DVA | DAVITA INC | $43.43万 | 0.10% | 1,952 | 1,854 | 1,891.8% | $41.25万 | 重新持有 |
| MS | MORGAN STANLEY | $43.97万 | 0.11% | 2,103 | -104 | -4.7% | -$2.17万 | 减仓 |
| NRG | NRG ENERGY INC | $45.59万 | 0.11% | 3,121 | -3,821 | -55.0% | -$55.81万 | 减仓 |
| PFF | ISHARES TR | $46.11万 | 0.11% | 15,123 | 591 | 4.1% | $1.80万 | 加仓 |
| RTX | RTX CORPORATION | $46.81万 | 0.11% | 2,467 | 30 | 1.2% | $5,693 | 加仓 |
| ABBV | ABBVIE INC | $46.84万 | 0.11% | 1,861 | -281 | -13.1% | -$7.07万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $47.32万 | 0.11% | 8,827 | -89,953 | -91.1% | -$482.24万 | 减仓 |
| FIX | COMFORT SYS USA INC | $49.95万 | 0.12% | 252 | 82 | 48.2% | $16.25万 | 加仓 |
| APP | APPLOVIN CORP | $50.08万 | 0.12% | 972 | -57 | -5.5% | -$2.94万 | 减仓 |
| MDT | MEDTRONIC PLC | $50.30万 | 0.12% | 6,430 | 30 | 0.5% | $2,347 | 加仓 |
| CIB | GRUPO CIBEST SA | $50.64万 | 0.12% | 6,375 | -864 | -11.9% | -$6.86万 | 减仓 |
| FIVE | FIVE BELOW INC | $51.55万 | 0.12% | 2,867 | 729 | 34.1% | $13.11万 | 加仓 |
| LIN | LINDE PLC | $52.62万 | 0.13% | 1,014 | 63 | 6.6% | $3.27万 | 加仓 |
| DOV | DOVER CORP | $54.79万 | 0.13% | 2,443 | 0 | 0.0% | — | 不变 |
| SUPN | INDIVIOR PHARMACEUTICALS INC | $54.97万 | 0.13% | 13,398 | 13,398 | — | $54.97万 | 新建仓 |
| IRM | IRON MTN INC DEL | $55.15万 | 0.13% | 4,366 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $55.32万 | 0.13% | 1,331 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC | $56.06万 | 0.14% | 1,000 | 0 | 0.0% | — | 不变 |
| SBS | COMPANHIA DE SANEAMENTO BASI | $56.82万 | 0.14% | 98,299 | 1,604 | 1.7% | $9,271 | 加仓 |
| CRUS | CIRRUS LOGIC INC | $57.36万 | 0.14% | 3,862 | 200 | 5.5% | $2.97万 | 加仓 |
| AMZN | AMAZON COM INC | $57.67万 | 0.14% | 2,420 | 238 | 10.9% | $5.67万 | 加仓 |
| BAP | CREDICORP LTD | $58.98万 | 0.14% | 1,514 | -102 | -6.3% | -$3.97万 | 减仓 |
| SPNT | SIRIUSPOINT LTD | $60.69万 | 0.15% | 25,287 | 2,204 | 9.5% | $5.29万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $60.71万 | 0.15% | 11,943 | -55,421 | -82.3% | -$281.71万 | 减仓 |
| HG | HAMILTON INSURANCE GROUP LTD | $63.37万 | 0.15% | 18,670 | 1,481 | 8.6% | $5.03万 | 加仓 |
| IYR | ISHARES TR | $64.01万 | 0.15% | 6,260 | -20,911 | -77.0% | -$213.81万 | 减仓 |
| CSCO | CISCO SYS INC | $64.96万 | 0.16% | 5,530 | -77 | -1.4% | -$9,044 | 减仓 |
| ARW | ARROW ELECTRS INC | $65.20万 | 0.16% | 3,055 | -466 | -13.2% | -$9.94万 | 减仓 |
| DBD | DIEBOLD NIXDORF INC | $65.20万 | 0.16% | 7,669 | 6,430 | 519.0% | $54.67万 | 加仓 |
| PTCT | PTC THERAPEUTICS INC | $65.62万 | 0.16% | 8,045 | 650 | 8.8% | $5.30万 | 加仓 |
| ADI | ANALOG DEVICES INC | $65.65万 | 0.16% | 1,653 | -7 | -0.4% | -$2,780 | 减仓 |
| — | EXXON MOBIL CORP | $66.75万 | 0.16% | 4,882 | -464 | -8.7% | -$6.34万 | 减仓 |
| DHT | DHT HOLDINGS INC | $66.84万 | 0.16% | 40,433 | 14,455 | 55.6% | $23.89万 | 加仓 |
| AVT | AVNET INC | $67.65万 | 0.16% | 7,617 | 7,616 | 761,600.0% | $67.64万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $69.17万 | 0.17% | 2,066 | 0 | 0.0% | — | 不变 |
| KRYS | KRYSTAL BIOTECH INC | $70.13万 | 0.17% | 1,887 | 61 | 3.3% | $2.27万 | 加仓 |
| INCY | INCYTE CORP | $70.84万 | 0.17% | 6,249 | 795 | 14.6% | $9.01万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $71.99万 | 0.17% | 8,743 | -183 | -2.1% | -$1.51万 | 减仓 |
| AA | ALCOA CORP | $72.04万 | 0.17% | 13,817 | 1,166 | 9.2% | $6.08万 | 加仓 |
| MGK | VANGUARD WORLD FD | $72.52万 | 0.18% | 8,249 | -1 | -0.0% | -$88 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.18% | 1 | 0 | 0.0% | — | 不变 |
| KBWB | INVESCO EXCH TRADED FD TR II | $75.56万 | 0.18% | 8,126 | 446 | 5.8% | $4.15万 | 加仓 |
| ENVA | ENOVA INTL INC | $77.61万 | 0.19% | 3,224 | -275 | -7.9% | -$6.62万 | 减仓 |
| AER | AERCAP HOLDINGS NV | $78.81万 | 0.19% | 5,406 | 339 | 6.7% | $4.94万 | 加仓 |
| SLV | ISHARES SILVER TR | $80.15万 | 0.19% | 14,990 | 2,454 | 19.6% | $13.12万 | 加仓 |
| FBP | FIRST BANCORP CORPORATION | $80.36万 | 0.19% | 30,825 | -5,154 | -14.3% | -$13.44万 | 减仓 |
| FHI | FEDERATED HERMES INC | $80.97万 | 0.20% | 14,664 | 1,555 | 11.9% | $8.59万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $83.32万 | 0.20% | 2,524 | 192 | 8.2% | $6.34万 | 加仓 |