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
HG HAMILTON INSURANCE GROUP LTD $63.37万0.15%18,670 1,4818.6% $5.03万 加仓
XLB SELECT SECTOR SPDR TR $60.71万0.15%11,943 -55,421-82.3% -$281.71万 减仓
SPNT SIRIUSPOINT LTD $60.69万0.15%25,287 2,2049.5% $5.29万 加仓
BAP CREDICORP LTD $58.98万0.14%1,514 -102-6.3% -$3.97万 减仓
AMZN AMAZON COM INC $57.67万0.14%2,420 23810.9% $5.67万 加仓
CRUS CIRRUS LOGIC INC $57.36万0.14%3,862 2005.5% $2.97万 加仓
SBS COMPANHIA DE SANEAMENTO BASI $56.82万0.14%98,299 1,6041.7% $9,271 加仓
AXON AXON ENTERPRISE INC $56.06万0.14%1,000 00.0% — 不变
UNH UNITEDHEALTH GROUP INC $55.32万0.13%1,331 00.0% — 不变
IRM IRON MTN INC DEL $55.15万0.13%4,366 00.0% — 不变
SUPN INDIVIOR PHARMACEUTICALS INC $54.97万0.13%13,398 13,398— $54.97万 新建仓
DOV DOVER CORP $54.79万0.13%2,443 00.0% — 不变
LIN LINDE PLC $52.62万0.13%1,014 636.6% $3.27万 加仓
FIVE FIVE BELOW INC $51.55万0.12%2,867 72934.1% $13.11万 加仓
CIB GRUPO CIBEST SA $50.64万0.12%6,375 -864-11.9% -$6.86万 减仓
MDT MEDTRONIC PLC $50.30万0.12%6,430 300.5% $2,347 加仓
APP APPLOVIN CORP $50.08万0.12%972 -57-5.5% -$2.94万 减仓
FIX COMFORT SYS USA INC $49.95万0.12%252 8248.2% $16.25万 加仓
XLF SELECT SECTOR SPDR TR $47.32万0.11%8,827 -89,953-91.1% -$482.24万 减仓
ABBV ABBVIE INC $46.84万0.11%1,861 -281-13.1% -$7.07万 减仓
RTX RTX CORPORATION $46.81万0.11%2,467 301.2% $5,693 加仓
PFF ISHARES TR $46.11万0.11%15,123 5914.1% $1.80万 加仓
NRG NRG ENERGY INC $45.59万0.11%3,121 -3,821-55.0% -$55.81万 减仓
MS MORGAN STANLEY $43.97万0.11%2,103 -104-4.7% -$2.17万 减仓
DVA DAVITA INC $43.43万0.10%1,952 1,8541,891.8% $41.25万 重新持有
VOO VANGUARD INDEX FDS $43.37万0.10%632 -79-11.1% -$5.42万 减仓
CNC CENTENE CORP DEL $42.70万0.10%6,652 6,652— $42.70万 新建仓
LOW LOWES COS INC $41.28万0.10%1,872 412.2% $9,040 加仓
VSXY VICTORIAS SECRET AND CO $38.53万0.09%4,615 4,615— $38.53万 新建仓
MDYV SPDR SERIES TRUST $38.02万0.09%4,008 -84-2.1% -$7,967 减仓
APLE APPLE HOSPITALITY REIT INC $37.08万0.09%22,059 22,059— $37.08万 新建仓
NEE NEXTERA ENERGY INC $37.04万0.09%4,220 00.0% — 不变
KR KROGER CO $36.52万0.09%6,577 -6,191-48.5% -$34.38万 减仓
EIX EDISON INTL $36.49万0.09%4,901 1,14430.4% $8.52万 加仓
PEP PEPSICO INC $36.33万0.09%2,683 1716.8% $2.32万 加仓
SPCE VIRGIN GALACTIC HOLDINGS INC $36.27万0.09%125,490 00.0% — 不变
BRK/B BERKSHIRE HATHAWAY INC DEL $35.14万0.08%702 00.0% — 不变
DJP BARCLAYS BANK PLC $34.99万0.08%8,005 -268-3.2% -$1.17万 减仓
PKW INVESCO EXCHANGE TRADED FD T $34.91万0.08%2,464 -33-1.3% -$4,675 减仓
BNS BANK NOVA SCOTIA B C $34.54万0.08%3,977 3,977— $34.54万 新建仓
COPX GLOBAL X FDS $34.36万0.08%4,464 4,464— $34.36万 新建仓
AFL AFLAC INC $33.57万0.08%2,863 00.0% — 不变
JXN JACKSON FINANCIAL INC $32.99万0.08%3,222 2107.0% $2.15万 加仓
GOOGL ALPHABET INC $32.77万0.08%917 13216.8% $4.72万 加仓
AMBP ARDAGH METAL PACKAGING S A $32.56万0.08%68,692 -9,276-11.9% -$4.40万 减仓
MRK MERCK & CO INC $32.36万0.08%2,518 00.0% — 不变
AMGN AMGEN INC $31.83万0.08%879 -26-2.9% -$9,415 减仓
ADP AUTOMATIC DATA PROCESSING IN $31.31万0.08%1,398 -29-2.0% -$6,495 减仓
STT STATE STR CORP $31.07万0.08%1,832 -192-9.5% -$3.26万 减仓
HIG HARTFORD INSURANCE GROUP INC $30.56万0.07%2,306 -3,496-60.3% -$46.33万 减仓
MDYG SPDR SERIES TRUST $30.06万0.07%2,682 -76-2.8% -$8,519 减仓
GM GENERAL MTRS CO $29.55万0.07%3,834 -239-5.9% -$1.84万 减仓
FRO FRONTLINE PLC $29.54万0.07%8,490 8,490— $29.54万 新建仓
IEFA ISHARES TR $29.05万0.07%3,008 -64-2.1% -$6,181 减仓
CAC CAMDEN NATL CORP $28.79万0.07%5,310 30.1% $163 加仓
TIMB TIM S A $28.24万0.07%13,186 6445.1% $1.38万 加仓
CMI CUMMINS INC $28.17万0.07%395 00.0% — 不变
AXIAY AXIA ENERGIA SA $28.14万0.07%26,646 -1,953-6.8% -$2.06万 减仓
VIG VANGUARD SPECIALIZED FUNDS $27.90万0.07%1,179 -175-12.9% -$4.14万 减仓
LHX L3HARRIS TECHNOLOGIES INC $27.87万0.07%959 00.0% — 不变
SHY ISHARES TR $27.72万0.07%3,376 -6,914-67.2% -$56.77万 减仓
CLS CELESTICA INC $27.65万0.07%758 00.0% — 不变
NSC NORFOLK SOUTHN CORP $27.53万0.07%875 -20-2.2% -$6,292 减仓
BLK BLACKROCK INC $27.50万0.07%286 -8-2.7% -$7,692 减仓
BMO BANK MONTREAL MEDIUM $27.49万0.07%1,556 -252-13.9% -$4.45万 减仓
PSX PHILLIPS 66 $27.34万0.07%1,617 00.0% — 不变
GD GENERAL DYNAMICS CORP $26.39万0.06%745 00.0% — 不变
NTRS NORTHERN TR CORP $26.35万0.06%1,516 -192-11.2% -$3.34万 减仓
UBSI UNITED BANKSHARES INC WEST V $26.18万0.06%5,712 811.4% $3,712 加仓
GILD GILEAD SCIENCES INC $26.18万0.06%2,072 00.0% — 不变
ITW ILLINOIS TOOL WKS INC $25.99万0.06%961 00.0% — 不变
PNC PNC FINL SVCS GROUP INC $25.90万0.06%1,052 -42-3.8% -$1.03万 减仓
MCK MCKESSON CORP $25.31万0.06%335 -195-36.8% -$14.73万 减仓
RUSHA RUSH ENTERPRISES INC $25.13万0.06%3,443 -139-3.9% -$1.01万 减仓
ITOT ISHARES TR $25.12万0.06%1,529 00.0% — 不变
TEX TEREX CORP NEW $25.00万0.06%3,454 -124-3.5% -$8,976 减仓
APD AIR PRODUCTS AND CHEMICALS I $24.98万0.06%852 00.0% — 不变
ADM ARCHER DANIELS MIDLAND CO $24.64万0.06%3,225 -405-11.2% -$3.09万 减仓
NUE NUCOR CORP $24.19万0.06%1,086 -85-7.3% -$1.89万 减仓
PG PROCTER & GAMBLE CO $24.08万0.06%1,642 00.0% — 不变
EXC EXELON CORP $23.87万0.06%5,120 -23,320-82.0% -$108.72万 减仓
NEM NEWMONT CORP $23.70万0.06%2,538 1225.0% $1.14万 加仓
TYL TYLER TECHNOLOGIES INC $23.69万0.06%810 00.0% — 不变
TSM TAIWAN SEMICONDUCTOR MANUFAC $23.50万0.06%492 -15-3.0% -$7,164 减仓
ELAN ELANCO ANIMAL HEALTH INC $23.33万0.06%9,480 -11,368-54.5% -$27.98万 减仓
FCX FREEPORT MCMORAN INC $23.04万0.06%3,663 -366-9.1% -$2.30万 减仓
V VISA INC $22.82万0.06%665 00.0% — 不变
MSI MOTOROLA SOLUTIONS INC $22.80万0.06%549 00.0% — 不变
VO VANGUARD INDEX FDS $22.53万0.05%2,796 -2,704-49.2% -$21.79万 减仓
SLYV SPDR SERIES TRUST $22.14万0.05%2,029 -165-7.5% -$1.80万 减仓
TXN TEXAS INSTRS INC $22.12万0.05%742 -33-4.3% -$9,836 减仓
BNY BANK OF NY MELLON CORP $21.43万0.05%1,482 -1-0.1% -$145 减仓
TRGP TARGA RES CORP $21.14万0.05%788 30.4% $805 加仓
NFG NATIONAL FUEL GAS CO $21.04万0.05%2,725 -10,804-79.9% -$83.42万 减仓
GWW WW GRAINGER INC $20.13万0.05%148 00.0% — 不变
VTV VANGUARD INDEX FDS $20.11万0.05%923 00.0% — 不变
SNA SNAP ON INC $20.04万0.05%498 00.0% — 不变
MCD MCDONALDS CORP $19.96万0.05%739 00.0% — 不变
ABT ABBOTT LABORATORIES $19.70万0.05%2,171 -70-3.1% -$6,352 减仓
MFC MANULIFE FINL CORP $19.56万0.05%4,829 -2,731-36.1% -$11.06万 减仓