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 |
|---|---|---|---|---|---|---|---|---|
| IAG | IAMGOLD CORP | $86.29万 | 0.21% | 54,477 | 5,270 | 10.7% | $8.35万 | 加仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $87.21万 | 0.21% | 3,619 | -82 | -2.2% | -$1.98万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $89.75万 | 0.22% | 3,534 | 198 | 5.9% | $5.03万 | 加仓 |
| OPLN | OPENLANE INC | $91.53万 | 0.22% | 22,195 | -191 | -0.9% | -$7,877 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $91.72万 | 0.22% | 10,538 | -370 | -3.4% | -$3.22万 | 减仓 |
| TTMI | TTM TECHNOLOGIES INC | $92.71万 | 0.22% | 4,957 | -1,498 | -23.2% | -$28.02万 | 减仓 |
| PHIN | PHINIA INC | $92.77万 | 0.22% | 11,263 | 700 | 6.6% | $5.77万 | 加仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $93.13万 | 0.23% | 8,595 | -793 | -8.4% | -$8.59万 | 减仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $93.28万 | 0.23% | 13,375 | -773 | -5.5% | -$5.39万 | 减仓 |
| AZZ | AZZ INC | $93.39万 | 0.23% | 6,023 | -34 | -0.6% | -$5,272 | 减仓 |
| MLI | MUELLER INDS INC | $93.50万 | 0.23% | 7,606 | 238 | 3.2% | $2.93万 | 加仓 |
| MCY | MERCURY GENL CORP NEW | $95.02万 | 0.23% | 8,912 | 399 | 4.7% | $4.25万 | 加仓 |
| APH | AMPHENOL CORP | $96.94万 | 0.23% | 5,498 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $99.87万 | 0.24% | 3,051 | -268 | -8.1% | -$8.77万 | 减仓 |
| JBL | JABIL INC | $100.57万 | 0.24% | 2,609 | 0 | 0.0% | — | 不变 |
| CM | CANADIAN IMPERIAL BANK OF CO | $100.66万 | 0.24% | 8,753 | -1,260 | -12.6% | -$14.49万 | 减仓 |
| SFD | SMITHFIELD FOODS INC | $101.57万 | 0.25% | 41,868 | 41,868 | — | $101.57万 | 新建仓 |
| B | BARRICK MNG CORP | $102.53万 | 0.25% | 27,914 | 3,291 | 13.4% | $12.09万 | 加仓 |
| BPOP | POPULAR INC | $105.29万 | 0.25% | 6,413 | 258 | 4.2% | $4.24万 | 加仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $108.10万 | 0.26% | 14,468 | 650 | 4.7% | $4.86万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $110.26万 | 0.27% | 13,456 | 0 | 0.0% | — | 不变 |
| EWBC | EAST WEST BANCORP INC | $111.42万 | 0.27% | 8,631 | 555 | 6.9% | $7.16万 | 加仓 |
| MGA | MAGNA INTL INC | $112.71万 | 0.27% | 17,165 | 17,165 | — | $112.71万 | 新建仓 |
| GTX | GARRETT MOTION INC | $112.91万 | 0.27% | 31,165 | -9,203 | -22.8% | -$33.34万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $114.04万 | 0.28% | 4,800 | 466 | 10.8% | $11.07万 | 加仓 |
| EME | EMCOR GROUP INC | $120.17万 | 0.29% | 1,448 | 33 | 2.3% | $2.74万 | 加仓 |
| NBN | NORTHEAST BK PORTLAND ME | $120.66万 | 0.29% | 9,104 | -2,000 | -18.0% | -$26.51万 | 减仓 |
| ACT | ENACT HLDGS INC | $123.45万 | 0.30% | 27,007 | 885 | 3.4% | $4.05万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $139.16万 | 0.34% | 29,186 | 1,950 | 7.2% | $9.30万 | 加仓 |
| R | RYDER SYS INC | $140.85万 | 0.34% | 5,340 | -439 | -7.6% | -$11.58万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $141.11万 | 0.34% | 20,187 | -151 | -0.7% | -$1.06万 | 减仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $145.04万 | 0.35% | 4,289 | -74 | -1.7% | -$2.50万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $147.73万 | 0.36% | 26,856 | -10 | -0.0% | -$550 | 减仓 |
| HST | HOST HOTELS & RESORTS INC | $149.01万 | 0.36% | 62,845 | 5,939 | 10.4% | $14.08万 | 加仓 |
| MO | ALTRIA GROUP INC | $149.96万 | 0.36% | 20,843 | 707 | 3.5% | $5.09万 | 加仓 |
| ES | EVERSOURCE ENERGY | $151.27万 | 0.37% | 20,931 | 1,100 | 5.5% | $7.95万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $156.65万 | 0.38% | 27,186 | 2,111 | 8.4% | $12.16万 | 加仓 |
| FLEX | FLEX LTD | $159.10万 | 0.38% | 9,817 | -2,421 | -19.8% | -$39.24万 | 减仓 |
| OEF | ISHARES TR | $161.59万 | 0.39% | 4,417 | -1,281 | -22.5% | -$46.86万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $165.63万 | 0.40% | 24,516 | -7,021 | -22.3% | -$47.43万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $173.74万 | 0.42% | 4,695 | 279 | 6.3% | $10.32万 | 加仓 |
| AMAT | APPLIED MATLS INC | $178.52万 | 0.43% | 2,469 | -356 | -12.6% | -$25.74万 | 减仓 |
| EYLD | CAMBRIA ETF TR | $179.53万 | 0.43% | 39,536 | -2,417 | -5.8% | -$10.98万 | 减仓 |
| VV | VANGUARD INDEX FDS | $192.62万 | 0.47% | 5,601 | 12 | 0.2% | $4,127 | 加仓 |
| C | CITIGROUP INC | $200.88万 | 0.49% | 14,353 | -412 | -2.8% | -$5.77万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $205.14万 | 0.50% | 19,148 | -121,720 | -86.4% | -$1,304.02万 | 减仓 |
| MSFT | MICROSOFT CORP | $213.03万 | 0.51% | 5,711 | -34 | -0.6% | -$1.27万 | 减仓 |
| AGG | ISHARES TR | $262.24万 | 0.63% | 26,494 | -1,687 | -6.0% | -$16.70万 | 减仓 |
| AVGO | BROADCOM INC | $299.90万 | 0.72% | 7,939 | -1,446 | -15.4% | -$54.62万 | 减仓 |
| PAVE | GLOBAL X FDS | $312.18万 | 0.75% | 52,983 | 52,983 | — | $312.18万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $376.99万 | 0.91% | 70,983 | 40,033 | 129.3% | $212.62万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $424.69万 | 1.03% | 36,212 | 2,684 | 8.0% | $31.48万 | 加仓 |
| DGRO | ISHARES TR | $439.44万 | 1.06% | 57,981 | 0 | 0.0% | — | 不变 |
| XPH | SPDR SERIES TRUST | $452.66万 | 1.09% | 68,306 | 68,306 | — | $452.66万 | 新建仓 |
| TLT | ISHARES TR | $468.56万 | 1.13% | 54,219 | -22,539 | -29.4% | -$194.78万 | 减仓 |
| IVV | ISHARES TR | $486.63万 | 1.18% | 6,498 | -251 | -3.7% | -$18.80万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $532.67万 | 1.29% | 28,757 | 8,113 | 39.3% | $150.28万 | 加仓 |
| URA | GLOBAL X FDS | $573.43万 | 1.39% | 131,220 | 131,220 | — | $573.43万 | 新建仓 |
| XLP | SELECT SECTOR SPDR TR | $593.82万 | 1.44% | 71,484 | -613 | -0.9% | -$5.09万 | 减仓 |
| AAPL | APPLE INC | $604.40万 | 1.46% | 20,887 | 125 | 0.6% | $3.62万 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $609.62万 | 1.47% | 36,862 | 36,862 | — | $609.62万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $641.89万 | 1.55% | 141,572 | 7,508 | 5.6% | $34.04万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $669.09万 | 1.62% | 33,439 | 319 | 1.0% | $6.38万 | 加仓 |
| IYZ | ISHARES TR | $683.05万 | 1.65% | 161,440 | 161,440 | — | $683.05万 | 新建仓 |
| XBI | SPDR SERIES TRUST | $712.73万 | 1.72% | 45,038 | 45,038 | — | $712.73万 | 新建仓 |
| KBE | SPDR SERIES TRUST | $714.29万 | 1.73% | 104,704 | 104,704 | — | $714.29万 | 新建仓 |
| SPYV | SPDR SERIES TRUST | $1,058.50万 | 2.56% | 174,125 | -240,089 | -58.0% | -$1,459.50万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $1,080.55万 | 2.61% | 68,105 | -54,385 | -44.4% | -$862.87万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,374.33万 | 3.32% | 18,404 | -14 | -0.1% | -$1.05万 | 减仓 |
| EEM | ISHARES TR | $1,409.20万 | 3.41% | 205,993 | 145,947 | 243.1% | $998.42万 | 加仓 |
| SMH | VANECK ETF TRUST | $1,636.05万 | 3.95% | 24,944 | -1,993 | -7.4% | -$130.72万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $1,714.93万 | 4.14% | 159,528 | -9,478 | -5.6% | -$101.89万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $1,751.30万 | 4.23% | 91,922 | -25,825 | -21.9% | -$492.02万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,757.03万 | 4.25% | 82,579 | -2,906 | -3.4% | -$61.83万 | 减仓 |
| GLD | SPDR GOLD TR | $1,813.04万 | 4.38% | 49,217 | -11,215 | -18.6% | -$413.14万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $2,070.11万 | 5.00% | 173,973 | 124,249 | 249.9% | $1,478.44万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $2,825.95万 | 6.83% | 178,824 | 17,449 | 10.8% | $275.75万 | 加仓 |