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 |
|---|---|---|---|---|---|---|---|---|
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $60.28万 | 0.16% | 14,148 | -2,628 | -15.7% | -$11.20万 | 减仓 |
| MGK | VANGUARD WORLD FD | $60.64万 | 0.17% | 1,650 | 0 | 0.0% | — | 不变 |
| KBWB | INVESCO EXCH TRADED FD TR II | $60.76万 | 0.17% | 7,680 | 3,109 | 68.0% | $24.60万 | 加仓 |
| TTMI | TTM TECHNOLOGIES INC | $62.88万 | 0.17% | 6,455 | -2,626 | -28.9% | -$25.58万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $63.49万 | 0.17% | 8,926 | -495 | -5.3% | -$3.52万 | 减仓 |
| OPLN | OPENLANE INC | $65.26万 | 0.18% | 22,386 | 9,053 | 67.9% | $26.39万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $68.02万 | 0.19% | 2,332 | -165 | -6.6% | -$4.81万 | 减仓 |
| JBL | JABIL INC | $69.30万 | 0.19% | 2,609 | -155 | -5.6% | -$4.12万 | 减仓 |
| APH | AMPHENOL CORP | $69.47万 | 0.19% | 5,498 | -500 | -8.3% | -$6.32万 | 减仓 |
| AER | AERCAP HOLDINGS NV | $69.51万 | 0.19% | 5,067 | -227 | -4.3% | -$3.11万 | 减仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $69.97万 | 0.19% | 3,701 | -242 | -6.1% | -$4.58万 | 减仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $70.31万 | 0.19% | 9,388 | 3,826 | 68.8% | $28.65万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.20% | 1 | 0 | 0.0% | — | 不变 |
| PHIN | PHINIA INC | $72.29万 | 0.20% | 10,563 | 10,544 | 55,494.7% | $72.16万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $73.16万 | 0.20% | 10,908 | -951 | -8.0% | -$6.38万 | 减仓 |
| GTX | GARRETT MOTION INC | $73.35万 | 0.20% | 40,368 | 5,412 | 15.5% | $9.83万 | 加仓 |
| FHI | FEDERATED HERMES INC | $74.34万 | 0.20% | 13,109 | 97 | 0.7% | $5,501 | 加仓 |
| MCY | MERCURY GENL CORP NEW | $75.04万 | 0.20% | 8,513 | 1,949 | 29.7% | $17.18万 | 加仓 |
| AZZ | AZZ INC | $75.79万 | 0.21% | 6,057 | -6 | -0.1% | -$751 | 减仓 |
| FBP | FIRST BANCORP CORPORATION | $76.85万 | 0.21% | 35,979 | 656 | 1.9% | $1.40万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $78.46万 | 0.21% | 5,802 | 887 | 18.0% | $11.99万 | 加仓 |
| FLEX | FLEXTRONICS INTL LTD | $80.11万 | 0.22% | 12,238 | -1,685 | -12.1% | -$11.03万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $81.55万 | 0.22% | 3,336 | -22 | -0.7% | -$5,378 | 减仓 |
| MLI | MUELLER INDS INC | $81.64万 | 0.22% | 7,368 | -1,010 | -12.1% | -$11.19万 | 减仓 |
| BPOP | POPULAR INC | $82.58万 | 0.23% | 6,155 | -173 | -2.7% | -$2.32万 | 减仓 |
| AA | ALCOA CORP | $83.91万 | 0.23% | 12,651 | 2,990 | 30.9% | $19.83万 | 加仓 |
| SHY | ISHARES TR | $84.96万 | 0.23% | 10,290 | 10,102 | 5,373.4% | $83.41万 | 加仓 |
| SLV | ISHARES SILVER TR | $85.42万 | 0.23% | 12,536 | -230 | -1.8% | -$1.57万 | 减仓 |
| EWBC | EAST WEST BANCORP INC | $86.22万 | 0.24% | 8,076 | 2,436 | 43.2% | $26.01万 | 加仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $87.87万 | 0.24% | 13,818 | -293 | -2.1% | -$1.86万 | 减仓 |
| UGI | UGI CORP NEW | $88.61万 | 0.24% | 24,329 | -76 | -0.3% | -$2,768 | 减仓 |
| — | EXXON MOBIL CORP | $90.70万 | 0.25% | 5,346 | -448 | -7.7% | -$7.60万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $91.59万 | 0.25% | 4,334 | 2,798 | 182.2% | $59.13万 | 加仓 |
| KR | KROGER CO | $92.39万 | 0.25% | 12,768 | -763 | -5.6% | -$5.52万 | 减仓 |
| IAG | IAMGOLD CORP | $92.61万 | 0.25% | 49,207 | -16,406 | -25.0% | -$30.88万 | 减仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $94.87万 | 0.26% | 10,013 | -374 | -3.6% | -$3.54万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $95.42万 | 0.26% | 13,456 | -92 | -0.7% | -$6,524 | 减仓 |
| AMAT | APPLIED MATLS INC | $96.56万 | 0.26% | 2,825 | 2,316 | 455.0% | $79.16万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $97.63万 | 0.27% | 3,319 | -3,064 | -48.0% | -$90.13万 | 减仓 |
| B | BARRICK MNG CORP | $100.44万 | 0.27% | 24,623 | -157 | -0.6% | -$6,404 | 减仓 |
| NRG | NRG ENERGY INC | $101.45万 | 0.28% | 6,942 | -291 | -4.0% | -$4.25万 | 减仓 |
| EME | EMCOR GROUP INC | $104.47万 | 0.29% | 1,415 | -299 | -17.4% | -$22.08万 | 减仓 |
| ACT | ENACT HLDGS INC | $106.60万 | 0.29% | 26,122 | -2,233 | -7.9% | -$9.11万 | 减仓 |
| HST | HOST HOTELS & RESORTS INC | $109.03万 | 0.30% | 56,906 | 56,906 | — | $109.03万 | 新建仓 |
| ACWX | ISHARES TR | $111.65万 | 0.30% | 16,307 | 101 | 0.6% | $6,915 | 加仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $115.76万 | 0.32% | 4,363 | -286 | -6.2% | -$7.59万 | 减仓 |
| R | RYDER SYS INC | $118.30万 | 0.32% | 5,779 | -632 | -9.9% | -$12.94万 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $119.35万 | 0.33% | 27,236 | 14,033 | 106.3% | $61.49万 | 加仓 |
| NBN | NORTHEAST BK PORTLAND ME | $124.78万 | 0.34% | 11,104 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $127.01万 | 0.35% | 20,338 | -217 | -1.1% | -$1.36万 | 减仓 |
| NFG | NATIONAL FUEL GAS CO | $127.12万 | 0.35% | 13,529 | 575 | 4.4% | $5.40万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $130.19万 | 0.36% | 26,866 | -65 | -0.2% | -$3,150 | 减仓 |
| MO | ALTRIA GROUP INC | $132.88万 | 0.36% | 20,136 | -150 | -0.7% | -$9,898 | 减仓 |
| ES | EVERSOURCE ENERGY | $137.39万 | 0.38% | 19,831 | 4,421 | 28.7% | $30.63万 | 加仓 |
| EXC | EXELON CORP | $139.41万 | 0.38% | 28,440 | 479 | 1.7% | $2.35万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $141.67万 | 0.39% | 4,416 | -15 | -0.3% | -$4,812 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $152.08万 | 0.42% | 25,075 | 18,842 | 302.3% | $114.28万 | 加仓 |
| VV | VANGUARD INDEX FDS | $167.03万 | 0.46% | 5,589 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $167.44万 | 0.46% | 14,765 | -267 | -1.8% | -$3.03万 | 减仓 |
| MCHI | ISHARES TR | $167.48万 | 0.46% | 29,811 | -15,590 | -34.3% | -$87.58万 | 减仓 |
| EYLD | CAMBRIA ETF TR | $173.73万 | 0.47% | 41,953 | -22 | -0.1% | -$911 | 减仓 |
| OEF | ISHARES TR | $181.23万 | 0.50% | 5,698 | -874 | -13.3% | -$27.80万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $186.76万 | 0.51% | 31,537 | -5,496 | -14.8% | -$32.55万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $189.60万 | 0.52% | 30,950 | 29,126 | 1,596.8% | $178.43万 | 加仓 |
| MSFT | MICROSOFT CORP | $212.66万 | 0.58% | 5,745 | -175 | -3.0% | -$6.48万 | 减仓 |
| IYR | ISHARES TR | $256.93万 | 0.70% | 27,171 | -730 | -2.6% | -$6.90万 | 减仓 |
| AGG | ISHARES TR | $279.75万 | 0.76% | 28,181 | -839 | -2.9% | -$8.33万 | 减仓 |
| AVGO | BROADCOM INC | $290.48万 | 0.79% | 9,385 | -1,517 | -13.9% | -$46.95万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $333.88万 | 0.91% | 20,644 | -959 | -4.4% | -$15.51万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $336.62万 | 0.92% | 67,364 | 9,937 | 17.3% | $49.66万 | 加仓 |
| EEM | ISHARES TR | $341.00万 | 0.93% | 60,046 | 16,043 | 36.5% | $91.11万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $365.39万 | 1.00% | 33,528 | -407 | -1.2% | -$4.44万 | 减仓 |
| DGRO | ISHARES TR | $406.91万 | 1.11% | 57,981 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $440.88万 | 1.20% | 6,749 | -370 | -5.2% | -$24.17万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $486.85万 | 1.33% | 49,724 | -5,858 | -10.5% | -$57.36万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $487.68万 | 1.33% | 98,780 | -10,423 | -9.5% | -$51.46万 | 减仓 |
| AAPL | APPLE INC | $526.91万 | 1.44% | 20,762 | -741 | -3.4% | -$18.81万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $577.62万 | 1.58% | 33,120 | 43 | 0.1% | $7,499 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $591.05万 | 1.61% | 72,097 | 3,134 | 4.5% | $25.69万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $615.22万 | 1.68% | 134,064 | -7,693 | -5.4% | -$35.30万 | 减仓 |
| TLT | ISHARES TR | $665.41万 | 1.82% | 76,758 | -3,750 | -4.7% | -$32.51万 | 减仓 |
| SMH | VANECK ETF TRUST | $1,032.76万 | 2.82% | 26,937 | 555 | 2.1% | $21.28万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,197.78万 | 3.27% | 18,418 | -1,581 | -7.9% | -$102.82万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $1,561.67万 | 4.27% | 140,868 | -2,471 | -1.7% | -$27.39万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $1,564.86万 | 4.27% | 117,747 | -1,795 | -1.5% | -$23.86万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,640.62万 | 4.48% | 85,485 | -647 | -0.8% | -$12.42万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $1,662.68万 | 4.54% | 169,006 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $1,795.83万 | 4.91% | 122,490 | -5,037 | -3.9% | -$73.85万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $2,343.62万 | 6.40% | 414,214 | -14,821 | -3.5% | -$83.86万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $2,389.97万 | 6.53% | 161,375 | -7,344 | -4.4% | -$108.76万 | 减仓 |
| GLD | SPDR GOLD TR | $2,600.31万 | 7.10% | 60,432 | -4,710 | -7.2% | -$202.67万 | 减仓 |