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 |
|---|---|---|---|---|---|---|---|---|
| SO | SOUTHERN CO | $19.43万 | 0.05% | 2,030 | 0 | 0.0% | — | 不变 |
| TNK | TEEKAY TANKERS LTD | $19.34万 | 0.05% | 2,981 | 2,981 | — | $19.34万 | 新建仓 |
| IVE | ISHARES TR | $19.30万 | 0.05% | 850 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $19.02万 | 0.05% | 1,532 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $18.97万 | 0.05% | 537 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $18.97万 | 0.05% | 2,295 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $18.19万 | 0.04% | 711 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $18.18万 | 0.04% | 1,163 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $18.08万 | 0.04% | 2,225 | -150 | -6.3% | -$1.22万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $17.70万 | 0.04% | 4,180 | 608 | 17.0% | $2.57万 | 加仓 |
| CPA | COPA HOLDINGS SA | $17.44万 | 0.04% | 1,121 | 1,121 | — | $17.44万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $17.27万 | 0.04% | 775 | 2 | 0.3% | $446 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $17.27万 | 0.04% | 1,894 | 1,894 | — | $17.27万 | 新建仓 |
| HD | HOME DEPOT INC | $17.21万 | 0.04% | 488 | -141 | -22.4% | -$4.97万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $17.11万 | 0.04% | 1,436 | -180 | -11.1% | -$2.14万 | 减仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $16.79万 | 0.04% | 4,250 | 4,250 | — | $16.79万 | 新建仓 |
| UGI | UGI CORP NEW | $16.62万 | 0.04% | 4,813 | -19,516 | -80.2% | -$67.41万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $16.49万 | 0.04% | 1,412 | 0 | 0.0% | — | 不变 |
| INSW | INTERNATIONAL SEAWAYS INC | $15.78万 | 0.04% | 2,060 | 2,060 | — | $15.78万 | 新建仓 |
| PAYX | PAYCHEX INC | $15.77万 | 0.04% | 1,604 | -70 | -4.2% | -$6,883 | 减仓 |
| TSLA | TESLA INC | $15.73万 | 0.04% | 374 | -17 | -4.3% | -$7,150 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $15.58万 | 0.04% | 361 | -45 | -11.1% | -$1.94万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $15.39万 | 0.04% | 302 | -202 | -40.1% | -$10.29万 | 减仓 |
| CAT | CATERPILLAR INC | $15.24万 | 0.04% | 143 | 10 | 7.5% | $1.07万 | 加仓 |
| YUM | YUM BRANDS INC | $14.99万 | 0.04% | 938 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $14.78万 | 0.04% | 158 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $14.64万 | 0.04% | 1,310 | -1,265 | -49.1% | -$14.14万 | 减仓 |
| LLY | ELI LILLY & CO | $14.51万 | 0.04% | 121 | 7 | 6.1% | $8,396 | 加仓 |
| T | AT&T INC | $14.02万 | 0.03% | 6,773 | -1,499 | -18.1% | -$3.10万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $13.36万 | 0.03% | 1,784 | -3 | -0.2% | -$225 | 减仓 |
| CB | CHUBB LIMITED | $13.05万 | 0.03% | 383 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $13.03万 | 0.03% | 1,029 | 164 | 19.0% | $2.08万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $12.65万 | 0.03% | 7,075 | -440 | -5.9% | -$7,868 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $12.64万 | 0.03% | 550 | 1 | 0.2% | $230 | 加仓 |
| SPMB | SPDR SERIES TRUST | $12.56万 | 0.03% | 5,631 | -282 | -4.8% | -$6,291 | 减仓 |
| EEMV | ISHARES INC | $11.87万 | 0.03% | 1,577 | -273 | -14.8% | -$2.06万 | 减仓 |
| META | META PLATFORMS INC | $11.85万 | 0.03% | 210 | -1 | -0.5% | -$564 | 减仓 |
| SPYM | SPDR SERIES TRUST | $11.70万 | 0.03% | 1,331 | 0 | 0.0% | — | 不变 |
| MTG | MGIC INVT CORP WIS | $11.44万 | 0.03% | 4,058 | -8,353 | -67.3% | -$23.56万 | 减仓 |
| ASML | ASML HLDG NV | $11.14万 | 0.03% | 56 | -10 | -15.2% | -$1.99万 | 减仓 |
| IJR | ISHARES TR | $11.08万 | 0.03% | 747 | 154 | 26.0% | $2.28万 | 加仓 |
| EFA | ISHARES TR | $10.95万 | 0.03% | 1,054 | -141 | -11.8% | -$1.46万 | 减仓 |
| IDV | ISHARES TR | $10.73万 | 0.03% | 2,591 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $10.54万 | 0.03% | 443 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $10.40万 | 0.03% | 627 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $10.24万 | 0.02% | 139 | 68 | 95.8% | $5.01万 | 加仓 |
| ACM | AECOM | $10.16万 | 0.02% | 1,456 | 1,456 | — | $10.16万 | 新建仓 |
| EFV | ISHARES TR | $10.08万 | 0.02% | 1,317 | 0 | 0.0% | — | 不变 |
| DINO | HF SINCLAIR CORP | $9.79万 | 0.02% | 1,406 | -975 | -40.9% | -$6.79万 | 减仓 |
| MCHI | ISHARES TR | $9.63万 | 0.02% | 1,887 | -27,924 | -93.7% | -$142.48万 | 减仓 |
| RBC | RBC BEARINGS INC | $9.53万 | 0.02% | 148 | -8 | -5.1% | -$5,152 | 减仓 |
| — | FRANKLIN TEMPLETON ETF TR | $9.03万 | 0.02% | 2,522 | 0 | 0.0% | — | 不变 |
| PHM | PULTE GROUP INC | $8.96万 | 0.02% | 653 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $8.86万 | 0.02% | 712 | -494 | -41.0% | -$6.15万 | 减仓 |
| UNP | UNION PAC CORP | $8.84万 | 0.02% | 325 | 0 | 0.0% | — | 不变 |
| FXE | INVESCO CURRENCYSHARES EURO | $8.76万 | 0.02% | 831 | 0 | 0.0% | — | 不变 |
| MKSI | MKS INC. | $8.72万 | 0.02% | 196 | 100 | 104.2% | $4.45万 | 加仓 |
| NPO | ENPRO INC | $8.59万 | 0.02% | 228 | -23 | -9.2% | -$8,669 | 减仓 |
| AGZ | ISHARES TR | $8.59万 | 0.02% | 786 | -16 | -2.0% | -$1,749 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $8.54万 | 0.02% | 352 | -644 | -64.7% | -$15.63万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $8.50万 | 0.02% | 1,469 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $8.45万 | 0.02% | 522 | 350 | 203.5% | $5.67万 | 加仓 |
| INTC | INTEL CORP | $8.30万 | 0.02% | 594 | 475 | 399.2% | $6.64万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $8.03万 | 0.02% | 286 | -129 | -31.1% | -$3.62万 | 减仓 |
| CII | BLACKROCK ENHANCED LARGE CAP | $7.90万 | 0.02% | 3,022 | 0 | 0.0% | — | 不变 |
| ORI | OLD REP INTL CORP | $7.81万 | 0.02% | 1,909 | -1,251 | -39.6% | -$5.12万 | 减仓 |
| OGE | OGE ENERGY CORP | $7.81万 | 0.02% | 1,605 | -2 | -0.1% | -$97 | 减仓 |
| ACWX | ISHARES TR | $7.80万 | 0.02% | 1,025 | -15,282 | -93.7% | -$116.31万 | 减仓 |
| IJS | ISHARES TR | $7.68万 | 0.02% | 562 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $7.58万 | 0.02% | 529 | 1 | 0.2% | $143 | 加仓 |
| MOG/A | MOOG INC | $7.33万 | 0.02% | 173 | 0 | 0.0% | — | 不变 |
| — | ATKORE INC | $7.26万 | 0.02% | 955 | 0 | 0.0% | — | 不变 |
| SANM | SANMINA CORP | $7.24万 | 0.02% | 286 | -227 | -44.2% | -$5.74万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $7.18万 | 0.02% | 356 | 0 | 0.0% | — | 不变 |
| LNC | LINCOLN NATL CORP IND | $7.18万 | 0.02% | 2,030 | -2,927 | -59.0% | -$10.35万 | 减仓 |
| BBT | BEACON FINANCIAL CORP. | $7.12万 | 0.02% | 2,337 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $7.04万 | 0.02% | 621 | 27 | 4.5% | $3,060 | 加仓 |
| MTRN | MATERION CORP | $7.02万 | 0.02% | 236 | -52 | -18.1% | -$1.55万 | 减仓 |
| ORCL | ORACLE CORP | $6.99万 | 0.02% | 477 | -192 | -28.7% | -$2.81万 | 减仓 |
| AXS | AXIS CAP HLDGS LTD | $6.92万 | 0.02% | 644 | -1,117 | -63.4% | -$12.00万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $6.80万 | 0.02% | 171 | 0 | 0.0% | — | 不变 |
| IMO | IMPERIAL OIL LTD | $6.72万 | 0.02% | 600 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $6.68万 | 0.02% | 1,236 | -668 | -35.1% | -$3.61万 | 减仓 |
| WRB | BERKLEY W R CORP | $6.67万 | 0.02% | 946 | -44 | -4.4% | -$3,103 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $6.65万 | 0.02% | 547 | 0 | 0.0% | — | 不变 |
| HRB | BLOCK H & R INC | $6.64万 | 0.02% | 1,744 | -1,572 | -47.4% | -$5.98万 | 减仓 |
| BAC | BANK OF AMER CORP | $6.62万 | 0.02% | 1,161 | 0 | 0.0% | — | 不变 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $6.59万 | 0.02% | 431 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $6.58万 | 0.02% | 636 | -1,225 | -65.8% | -$12.67万 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $6.54万 | 0.02% | 860 | -2,122 | -71.2% | -$16.13万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $6.51万 | 0.02% | 550 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $6.36万 | 0.02% | 575 | 0 | 0.0% | — | 不变 |
| CASY | CASEYS GEN STORES INC | $6.28万 | 0.02% | 79 | -7 | -8.1% | -$5,563 | 减仓 |
| GMED | GLOBUS MED INC | $6.20万 | 0.01% | 785 | 36 | 4.8% | $2,844 | 加仓 |
| ESI | ELEMENT SOLUTIONS INC | $6.13万 | 0.01% | 1,284 | -42 | -3.2% | -$2,006 | 减仓 |
| FDS | FACTSET RESH SYS INC | $6.10万 | 0.01% | 265 | -11 | -4.0% | -$2,531 | 减仓 |
| STLD | STEEL DYNAMICS INC | $6.08万 | 0.01% | 265 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $6.06万 | 0.01% | 118 | 0 | 0.0% | — | 不变 |
| NUBD | NUSHARES ETF TR | $6.06万 | 0.01% | 2,736 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $5.97万 | 0.01% | 59 | 34 | 136.0% | $3.44万 | 加仓 |