13F 机构持仓

Measured Wealth Private Client Group, LLC

PORTSMOUTH NH · SEC CIK 0001720235

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$4.14亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VYM 6.8%
SPYG 5.0%
GLD 4.4%
RSP 4.2%
XLK 4.2%
UPS 4.1%
SMH 4.0%
EEM 3.4%
SPY 3.3%
XLV 2.6%

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
SUB ISHARES TR $00.00%0 -1,577-100.0% -$16.80万 清仓
VTEB VANGUARD MUN BD FDS $00.00%0 -2,092-100.0% -$10.44万 清仓
MTUM ISHARES TR $00.00%0 -254-100.0% -$6.10万 清仓
USMV ISHARES TR $00.00%0 -501-100.0% -$4.65万 清仓
HBAN HUNTINGTON BANCSHARES INC $00.00%0 -2,470-100.0% -$3.87万 清仓
ACWV ISHARES INC $00.00%0 -308-100.0% -$3.68万 清仓
— DIMENSIONAL ETF TRUST $00.00%0 -805-100.0% -$3.13万 清仓
HSBC HSBC HLDGS PLC $00.00%0 -369-100.0% -$3.04万 清仓
VWO VANGUARD INTL EQUITY INDEX F $00.00%0 -501-100.0% -$2.71万 清仓
DKS DICKS SPORTING GOODS INC $00.00%0 -125-100.0% -$2.48万 清仓
DIHP DIMENSIONAL ETF TRUST $00.00%0 -754-100.0% -$2.43万 清仓
IMTM ISHARES TR $00.00%0 -496-100.0% -$2.38万 清仓
RSPH INVESCO EXCHANGE TRADED FD T $00.00%0 -762-100.0% -$2.30万 清仓
EFAV ISHARES TR $00.00%0 -244-100.0% -$2.23万 清仓
CCL CARNIVAL CORP $00.00%0 -850-100.0% -$2.20万 清仓
DFIC DIMENSIONAL ETF TRUST $00.00%0 -608-100.0% -$2.16万 清仓
AVEM AMERICAN CENTY ETF TR $00.00%0 -263-100.0% -$2.12万 清仓
TRMB TRIMBLE INC $00.00%0 -288-100.0% -$1.88万 清仓
WMS ADVANCED DRAIN SYS INC DEL $00.00%0 -136-100.0% -$1.86万 清仓
FULT FULTON FINL CORP PA $00.00%0 -916-100.0% -$1.86万 清仓
CHKP CHECK POINT SOFTWARE TECH LT $00.00%0 -130-100.0% -$1.86万 清仓
TMO THERMO FISHER SCIENTIFIC INC $00.00%0 -36-100.0% -$1.77万 清仓
VRTX VERTEX PHARMACEUTICALS INC $00.00%0 -39-100.0% -$1.74万 清仓
PNFP PINNACLE FINL PARTNERS INC $00.00%0 -194-100.0% -$1.67万 清仓
— HOLOGIC INC $00.00%0 -208-100.0% -$1.57万 清仓
HUBG HUB GROUP INC $00.00%0 -413-100.0% -$1.49万 清仓
CMC COMMERCIAL METALS CO $00.00%0 -236-100.0% -$1.45万 清仓
AVSC AMERICAN CENTY ETF TR $00.00%0 -209-100.0% -$1.30万 清仓
SMMV ISHARES TR $00.00%0 -293-100.0% -$1.28万 清仓
QGEN QIAGEN NV $00.00%0 -273-100.0% -$1.09万 清仓
PBH PRESTIGE CONSMR HEALTHCARE I $00.00%0 -161-100.0% -$9,542 清仓
IT GARTNER INC $00.00%0 -56-100.0% -$8,867 清仓
RKLB ROCKET LAB CORP $00.00%0 -99-100.0% -$6,358 清仓
MRNA MODERNA INC $00.00%0 -100-100.0% -$5,080 清仓
— DIMENSIONAL ETF TRUST $00.00%0 -116-100.0% -$4,264 清仓
SCHG SCHWAB STRATEGIC TR $00.00%0 -95-100.0% -$2,767 清仓
QQQM INVESCO EXCH TRADED FD TR II $00.00%0 -11-100.0% -$2,614 清仓
SCHD SCHWAB STRATEGIC TR $00.00%0 -76-100.0% -$2,332 清仓
SCHV SCHWAB STRATEGIC TR $00.00%0 -55-100.0% -$1,678 清仓
COLD AMERICOLD REALTY TRUST INC $00.00%0 -122-100.0% -$1,398 清仓
SHOP SHOPIFY INC $00.00%0 -10-100.0% -$1,186 清仓
ABNB AIRBNB INC $00.00%0 -2-100.0% -$253 清仓
WEX WEX INC $00.00%0 -1-100.0% -$153 清仓
DOCU DOCUSIGN INC $00.00%0 -3-100.0% -$142 清仓
TEAM ATLASSIAN CORPORATION $00.00%0 -2-100.0% -$137 清仓
WIX WIX COM LTD $00.00%0 -1-100.0% -$90 清仓
ZM ZOOM COMMUNICATIONS INC $00.00%0 -1-100.0% -$80 清仓
PINS PINTEREST INC $00.00%0 -4-100.0% -$73 清仓
RIVN RIVIAN AUTOMOTIVE INC $00.00%0 -4-100.0% -$60 清仓
U UNITY SOFTWARE INC $00.00%0 -2-100.0% -$44 清仓
JD JD.COM INC $00.00%0 -1-100.0% -$30 清仓
— SCILEX HOLDING CO $00.00%0 -4-100.0% -$27 清仓
BAND BANDWIDTH INC $00.00%0 -1-100.0% -$18 清仓
JBLU JETBLUE AIRWAYS CORP $00.00%0 -4-100.0% -$18 清仓
— HEALTHY CHOICE WELLNESS CORP $00.00%2 00.0% — 不变
LVS LAS VEGAS SANDS CORP $00.00%0 0— — 清仓
AGNC AGNC INVT CORP $00.00%0 0— — 清仓
CFG CITIZENS FINL GROUP INC $00.00%0 0— — 清仓
PATH UIPATH INC $10.00%0 0— -$1 清仓
— NANO DIMENSION LTD $10.00%1 00.0% — 不变
INFY INFOSYS LTD $10.00%0 0— -$1 清仓
— HEALTH CATALYST INC $10.00%0 0— -$1 清仓
CRNC CERENCE INC $10.00%0 0— -$1 清仓
QTEC FIRST TR EXCHANGE-TRADED FD $20.00%0 -14-100.0% -$3,025 清仓
— DOMO INC $20.00%1 00.0% — 不变
SOUN SOUNDHOUND AI INC $20.00%0 0— -$2 清仓
WIT WIPRO LTD $20.00%1 00.0% — 不变
ROBT FIRST TR EXCHANGE TRADED FD $30.00%0 -10-100.0% -$464 清仓
FHLC FIDELITY COVINGTON TRUST $30.00%0 0— -$3 清仓
— VANECK ETF TRUST $40.00%0 -8-100.0% -$416 清仓
SSTK SHUTTERSTOCK INC $40.00%0 0— -$5 清仓
AMPL AMPLITUDE INC $50.00%1 00.0% — 不变
EXLS EXLSERVICE HLDGS INC $60.00%0 0— -$7 清仓
ESNT ESSENT GROUP LTD $70.00%0 0— -$6 清仓
GRRR GORILLA TECHNOLOGY GROUP INC $70.00%0 0— -$4 清仓
KC KINGSOFT CLOUD HLDGS LTD $80.00%1 00.0% — 不变
CEVA CEVA INC $100.00%0 0— -$4 清仓
XIFR XPLR INFRASTRUCTURE LP $110.00%1 00.0% — 不变
— KARTOON STUDIOS INC. $110.00%15 15— $11 新建仓
SF STIFEL FINL CORP $120.00%0 -274-100.0% -$2.03万 清仓
XHB SPDR SERIES TRUST $130.00%0 -14-100.0% -$1,393 清仓
SYNA SYNAPTICS INC $130.00%0 0— -$7 清仓
GAP GAP INC $140.00%1 -849-99.9% -$1.19万 减仓
AI C3 AI INC $140.00%2 00.0% — 不变
VT VANGUARD INTL EQUITY INDEX F $140.00%0 0— -$12 清仓
NTAP NETAPP INC $140.00%0 0— -$9 清仓
TDC TERADATA CORP DEL $150.00%0 0— -$11 清仓
EMBC EMBECTA CORP $160.00%5 00.0% — 不变
RDVT RED VIOLET INC $190.00%0 0— -$10 清仓
CC CHEMOURS CO $210.00%1 00.0% — 不变
PRGS PROGRESS SOFTWARE CORP $260.00%1 00.0% — 不变
JEPI J P MORGAN EXCHANGE TRADED F $300.00%1 00.0% — 不变
— CINEVERSE CORP $330.00%11 101,000.0% $30 加仓
XLRE SELECT SECTOR SPDR TR $370.00%1 00.0% — 不变
ESTC ELASTIC N V $400.00%1 00.0% — 不变
NICE NICE LTD $420.00%0 0— -$51 清仓
RBRK RUBRIK INC. $450.00%1 00.0% — 不变
OC OWENS CORNING NEW $470.00%0 0— -$32 清仓
SPG SIMON PPTY GROUP INC NEW $560.00%0 0— -$46 清仓
AMBA AMBARELLA INC $630.00%1 00.0% — 不变