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 |
|---|---|---|---|---|---|---|---|---|
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -846 | -100.0% | -$29.89万 | 清仓 |
| — | REV GROUP INC | $0 | 0.00% | 0 | -2,434 | -100.0% | -$14.80万 | 清仓 |
| FTDR | FRONTDOOR INC | $0 | 0.00% | 0 | -2,221 | -100.0% | -$12.81万 | 清仓 |
| PLMR | PALOMAR HLDGS INC | $0 | 0.00% | 0 | -746 | -100.0% | -$10.05万 | 清仓 |
| CVLT | COMMVAULT SYS INC | $0 | 0.00% | 0 | -308 | -100.0% | -$3.86万 | 清仓 |
| STE | STERIS PLC | $0 | 0.00% | 0 | -110 | -100.0% | -$2.79万 | 清仓 |
| LEN | LENNAR CORP | $0 | 0.00% | 0 | -268 | -100.0% | -$2.75万 | 清仓 |
| J | JACOBS SOLUTIONS INC | $0 | 0.00% | 0 | -195 | -100.0% | -$2.58万 | 清仓 |
| LEVI | LEVI STRAUSS & CO NEW | $0 | 0.00% | 0 | -1,235 | -100.0% | -$2.56万 | 清仓 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | -106 | -100.0% | -$2.28万 | 清仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $0 | 0.00% | 0 | -111 | -100.0% | -$2.23万 | 清仓 |
| QTWO | Q2 HLDGS INC | $0 | 0.00% | 0 | -307 | -100.0% | -$2.22万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -118 | -100.0% | -$2.16万 | 清仓 |
| MORN | MORNINGSTAR INC | $0 | 0.00% | 0 | -95 | -100.0% | -$2.06万 | 清仓 |
| — | SYNOVUS FINL CORP | $0 | 0.00% | 0 | -371 | -100.0% | -$1.86万 | 清仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $0 | 0.00% | 0 | -80 | -100.0% | -$1.74万 | 清仓 |
| KBR | KBR INC | $0 | 0.00% | 0 | -431 | -100.0% | -$1.73万 | 清仓 |
| — | QIAGEN NV | $0 | 0.00% | 0 | -374 | -100.0% | -$1.68万 | 清仓 |
| — | TEGNA INC | $0 | 0.00% | 0 | -861 | -100.0% | -$1.67万 | 清仓 |
| BWXT | BWX TECHNOLOGIES INC | $0 | 0.00% | 0 | -92 | -100.0% | -$1.59万 | 清仓 |
| BL | BLACKLINE INC | $0 | 0.00% | 0 | -278 | -100.0% | -$1.54万 | 清仓 |
| JLL | JONES LANG LASALLE INC | $0 | 0.00% | 0 | -43 | -100.0% | -$1.45万 | 清仓 |
| DVA | DAVITA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SHV | ISHARES TR | $0 | 0.00% | 0 | -101 | -100.0% | -$1.11万 | 清仓 |
| GPC | GENUINE PARTS CO | $0 | 0.00% | 0 | -83 | -100.0% | -$1.02万 | 清仓 |
| BRO | BROWN & BROWN INC | $0 | 0.00% | 0 | -127 | -100.0% | -$1.01万 | 清仓 |
| HAL | HALLIBURTON CO | $0 | 0.00% | 0 | -355 | -100.0% | -$1.00万 | 清仓 |
| GLOB | GLOBANT S A | $0 | 0.00% | 0 | -130 | -100.0% | -$8,498 | 清仓 |
| IGM | ISHARES TR | $0 | 0.00% | 0 | -52 | -100.0% | -$6,716 | 清仓 |
| ESGU | ISHARES TR | $0 | 0.00% | 0 | -33 | -100.0% | -$4,916 | 清仓 |
| SHYG | ISHARES TR | $0 | 0.00% | 0 | -91 | -100.0% | -$3,901 | 清仓 |
| SJNK | SPDR SERIES TRUST | $0 | 0.00% | 0 | -139 | -100.0% | -$3,519 | 清仓 |
| — | AMERICAN BITCOIN CORP. | $0 | 0.00% | 0 | -1,682 | -100.0% | -$2,859 | 清仓 |
| COIN | COINBASE GLOBAL INC | $0 | 0.00% | 0 | -12 | -100.0% | -$2,714 | 清仓 |
| MSTR | STRATEGY INC | $0 | 0.00% | 0 | -16 | -100.0% | -$2,431 | 清仓 |
| BOND | PIMCO ETF TR | $0 | 0.00% | 0 | -25 | -100.0% | -$2,327 | 清仓 |
| ARM | ARM HOLDINGS PLC | $0 | 0.00% | 0 | -21 | -100.0% | -$2,296 | 清仓 |
| USHY | ISHARES TR | $0 | 0.00% | 0 | -57 | -100.0% | -$2,132 | 清仓 |
| HII | HUNTINGTON INGALLS INDS INC | $0 | 0.00% | 0 | -6 | -100.0% | -$2,040 | 清仓 |
| VLO | VALERO ENERGY CORP | $0 | 0.00% | 0 | -12 | -100.0% | -$1,953 | 清仓 |
| AEO | AMERICAN EAGLE OUTFITTERS IN | $0 | 0.00% | 0 | -74 | -100.0% | -$1,951 | 清仓 |
| ALV | AUTOLIV INC | $0 | 0.00% | 0 | -16 | -100.0% | -$1,899 | 清仓 |
| NFLX | NETFLIX INC | $0 | 0.00% | 0 | -20 | -100.0% | -$1,875 | 清仓 |
| HYG | ISHARES TR | $0 | 0.00% | 0 | -23 | -100.0% | -$1,854 | 清仓 |
| MATX | MATSON INC | $0 | 0.00% | 0 | -15 | -100.0% | -$1,853 | 清仓 |
| SMCI | SUPER MICRO COMPUTER INC | $0 | 0.00% | 0 | -60 | -100.0% | -$1,756 | 清仓 |
| FLTR | VANECK ETF TRUST | $0 | 0.00% | 0 | -65 | -100.0% | -$1,656 | 清仓 |
| PCAR | PACCAR INC | $0 | 0.00% | 0 | -15 | -100.0% | -$1,643 | 清仓 |
| HYLB | DBX ETF TR | $0 | 0.00% | 0 | -43 | -100.0% | -$1,584 | 清仓 |
| OTTR | OTTER TAIL CORP | $0 | 0.00% | 0 | -19 | -100.0% | -$1,535 | 清仓 |
| RS | RELIANCE INC | $0 | 0.00% | 0 | -5 | -100.0% | -$1,444 | 清仓 |
| STNG | SCORPIO TANKERS INC | $0 | 0.00% | 0 | -26 | -100.0% | -$1,322 | 清仓 |
| FLRN | SPDR SERIES TRUST | $0 | 0.00% | 0 | -43 | -100.0% | -$1,321 | 清仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $0 | 0.00% | 0 | -12 | -100.0% | -$1,208 | 清仓 |
| ESGV | VANGUARD WORLD FD | $0 | 0.00% | 0 | -8 | -100.0% | -$968 | 清仓 |
| BCC | BOISE CASCADE CO DEL | $0 | 0.00% | 0 | -13 | -100.0% | -$957 | 清仓 |
| NUDM | NUSHARES ETF TR | $0 | 0.00% | 0 | -24 | -100.0% | -$869 | 清仓 |
| AMR | ALPHA METALLURGICAL RESOUR I | $0 | 0.00% | 0 | -4 | -100.0% | -$800 | 清仓 |
| SUSC | ISHARES TR | $0 | 0.00% | 0 | -31 | -100.0% | -$725 | 清仓 |
| NUEM | NUSHARES ETF TR | $0 | 0.00% | 0 | -18 | -100.0% | -$640 | 清仓 |
| SCHP | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -17 | -100.0% | -$450 | 清仓 |
| CMF | ISHARES TR | $0 | 0.00% | 0 | -6 | -100.0% | -$345 | 清仓 |
| VTIP | VANGUARD MALVERN FDS | $0 | 0.00% | 0 | -2 | -100.0% | -$99 | 清仓 |
| ESGE | ISHARES INC | $0 | 0.00% | 0 | -2 | -100.0% | -$88 | 清仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LVS | LAS VEGAS SANDS CORP | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| CFG | CITIZENS FINL GROUP INC | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| AGNC | AGNC INVT CORP | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| PATH | UIPATH INC | $1 | 0.00% | 0 | 0 | — | -$2 | 清仓 |
| — | HEALTHY CHOICE WELLNESS CORP | $1 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | NANO DIMENSION LTD | $1 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CRNC | CERENCE INC | $1 | 0.00% | 0 | 0 | — | -$1 | 清仓 |
| INFY | INFOSYS LTD | $1 | 0.00% | 0 | 0 | — | — | 清仓 |
| — | HEALTH CATALYST INC | $1 | 0.00% | 0 | 0 | — | — | 清仓 |
| SOUN | SOUNDHOUND AI INC | $2 | 0.00% | 0 | 0 | — | -$3 | 清仓 |
| WIT | WIPRO LTD | $2 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | CINEVERSE CORP | $2 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | DOMO INC | $2 | 0.00% | 1 | 1 | — | $2 | 新建仓 |
| FHLC | FIDELITY COVINGTON TRUST | $3 | 0.00% | 0 | 0 | — | -$3 | 清仓 |
| CEVA | CEVA INC | $4 | 0.00% | 0 | 0 | — | -$4 | 清仓 |
| GRRR | GORILLA TECHNOLOGY GROUP INC | $4 | 0.00% | 0 | 0 | — | — | 清仓 |
| SSTK | SHUTTERSTOCK INC | $5 | 0.00% | 0 | 0 | — | -$6 | 清仓 |
| AMPL | AMPLITUDE INC | $5 | 0.00% | 1 | 1 | — | $5 | 新建仓 |
| ESNT | ESSENT GROUP LTD | $6 | 0.00% | 0 | -258 | -100.0% | -$1.68万 | 清仓 |
| SYNA | SYNAPTICS INC | $7 | 0.00% | 0 | 0 | — | -$8 | 清仓 |
| EXLS | EXLSERVICE HLDGS INC | $7 | 0.00% | 0 | 0 | — | — | 清仓 |
| NTAP | NETAPP INC | $9 | 0.00% | 0 | -53 | -100.0% | -$5,686 | 清仓 |
| XIFR | XPLR INFRASTRUCTURE LP | $10 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| RDVT | RED VIOLET INC | $10 | 0.00% | 0 | 0 | — | — | 清仓 |
| KC | KINGSOFT CLOUD HLDGS LTD | $11 | 0.00% | 1 | 1 | — | $11 | 新建仓 |
| TDC | TERADATA CORP DEL | $11 | 0.00% | 0 | 0 | — | — | 清仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $12 | 0.00% | 0 | 0 | — | -$13 | 清仓 |
| AI | C3 AI INC | $13 | 0.00% | 2 | 1 | 100.0% | $6 | 加仓 |
| JBLU | JETBLUE AIRWAYS CORP | $18 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| BAND | BANDWIDTH INC | $18 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| PRGS | PROGRESS SOFTWARE CORP | $20 | 0.00% | 1 | 1 | — | $20 | 新建仓 |
| CC | CHEMOURS CO | $22 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | SCILEX HOLDING CO | $27 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| RBRK | RUBRIK INC. | $27 | 0.00% | 1 | 1 | — | $27 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $29 | 0.00% | 1 | 0 | 0.0% | — | 不变 |