13F 机构持仓

Measured Wealth Private Client Group, LLC

PORTSMOUTH NH · SEC CIK 0001720235

2026Q22026Q1 更早 9 个季度 🔒
$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
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

GLD 7.1%
VYM 6.5%
SPYV 6.4%
XLV 4.9%
UPS 4.5%
RSP 4.5%
XLK 4.3%
XLC 4.3%
SPY 3.3%
SMH 2.8%

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
— ISHARES ETHEREUM TR $4.81万0.01%3,040 00.0% — 不变
STLD STEEL DYNAMICS INC $4.77万0.01%265 -15-5.4% -$2,702 减仓
SSB SOUTHSTATE BK CORP $4.75万0.01%513 00.0% — 不变
MTDR MATADOR RES CO $4.73万0.01%748 -31-4.0% -$1,959 减仓
CHRW C H ROBINSON WORLDWIDE IN $4.70万0.01%283 00.0% — 不变
FERG FERGUSON ENTERPRISES INC $4.67万0.01%200 00.0% — 不变
USMV ISHARES TR $4.65万0.01%501 00.0% — 不变
VB VANGUARD INDEX FDS $4.61万0.01%176 00.0% — 不变
ITT ITT INC $4.53万0.01%238 00.0% — 不变
ESI ELEMENT SOLUTIONS INC $4.53万0.01%1,326 -476-26.4% -$1.63万 减仓
QUAL ISHARES TR $4.49万0.01%234 234— $4.49万 新建仓
PAC GRUPO AEROPORTUNARIO DEL PAC $4.44万0.01%180 00.0% — 不变
CCI CROWN CASTLE INC $4.25万0.01%523 4910.3% $3,984 加仓
CI THE CIGNA GROUP $4.24万0.01%159 -37-18.9% -$9,870 减仓
MTSI MACOM TECH SOLUTIONS HLDGS I $4.20万0.01%189 126.8% $2,665 加仓
MTB M & T BK CORP $4.20万0.01%203 -765-79.0% -$15.81万 减仓
VMI VALMONT INDS INC $4.20万0.01%105 -31-22.8% -$1.24万 减仓
CL COLGATE PALMOLIVE CO $4.18万0.01%490 00.0% — 不变
MTRN MATERION CORP $4.17万0.01%288 00.0% — 不变
XEL XCEL ENERGY INC $4.12万0.01%519 00.0% — 不变
DAL DELTA AIR LINES INC $4.12万0.01%620 00.0% — 不变
QQQ INVESCO QQQ TR $4.10万0.01%71 00.0% — 不变
CFR CULLEN FROST BANKERS INC $4.10万0.01%299 299— $4.10万 新建仓
SCHO SCHWAB STRATEGIC TR $4.07万0.01%1,676 -431-20.5% -$1.05万 减仓
NDSN NORDSON CORP $4.04万0.01%152 -14-8.4% -$3,725 减仓
CTVA CORTEVA INC $4.04万0.01%483 00.0% — 不变
LAMR LAMAR ADVERTISING CO $4.04万0.01%319 00.0% — 不变
RPM RPM INTL INC $4.02万0.01%404 17677.2% $1.75万 加仓
LSCC LATTICE SEMICONDUCTOR CORP $4.00万0.01%431 -43-9.1% -$3,989 减仓
NVS NOVARTIS AG $3.96万0.01%259 00.0% — 不变
HSY HERSHEY CO $3.91万0.01%188 00.0% — 不变
DSGX DESCARTES SYS GROUP INC $3.88万0.01%542 11526.9% $8,230 加仓
LFUS LITTELFUSE INC $3.87万0.01%114 -22-16.2% -$7,466 减仓
AVY AVERY DENNISON CORP $3.87万0.01%224 00.0% — 不变
HBAN HUNTINGTON BANCSHARES INC $3.87万0.01%2,470 00.0% — 不变
SHEL SHELL PLC $3.81万0.01%410 00.0% — 不变
GBCI GLACIER BANCORP INC NEW $3.78万0.01%847 263.2% $1,161 加仓
AEIS ADVANCED ENERGY INDS $3.74万0.01%116 -117-50.2% -$3.78万 减仓
HUBB HUBBELL INC $3.73万0.01%76 00.0% — 不变
IDA IDACORP INC $3.72万0.01%260 00.0% — 不变
ACWV ISHARES INC $3.68万0.01%308 00.0% — 不变
DYNF BLACKROCK ETF TRUST $3.63万0.01%624 472310.5% $2.75万 重新持有
SBUX STARBUCKS CORP $3.60万0.01%402 00.0% — 不变
— INVESCO EXCHANGE TRADED FD T $3.60万0.01%705 -8,163-92.1% -$41.65万 减仓
H HYATT HOTELS CORP $3.58万0.01%249 00.0% — 不变
GIL GILDAN ACTIVEWEAR INC $3.57万0.01%642 -40-5.9% -$2,226 减仓
WTFC WINTRUST FINL CORP $3.53万0.01%254 254— $3.53万 新建仓
CNH CNH INDL N V $3.52万0.01%3,196 00.0% — 不变
IWP ISHARES TR $3.47万0.01%271 00.0% — 不变
DB DEUTSCHE BK AG $3.46万0.01%1,162 -10,960-90.4% -$32.64万 减仓
BSX BOSTON SCIENTIFIC CORP $3.42万0.01%545 387244.9% $2.43万 加仓
NKE NIKE INC $3.42万0.01%647 00.0% — 不变
IVW ISHARES TR $3.42万0.01%302 302— $3.42万 新建仓
FAST FASTENAL CO $3.41万0.01%734 00.0% — 不变
AEP AMERICAN ELEC PWR CO INC $3.40万0.01%259 00.0% — 不变
SNPS SYNOPSYS INC $3.37万0.01%85 00.0% — 不变
EXEL EXELIXIS INC $3.36万0.01%784 -4,690-85.7% -$20.12万 减仓
AON AON PLC $3.32万0.01%103 00.0% — 不变
NGG NATIONAL GRID PLC $3.32万0.01%392 00.0% — 不变
CHRD CHORD ENERGY CORPORATION $3.30万0.01%232 167.4% $2,275 加仓
BP BP PLC $3.29万0.01%700 00.0% — 不变
SLB SLB LIMITED $3.29万0.01%640 00.0% — 不变
SBCF SEACOAST BKG CORP FLA $3.28万0.01%1,082 00.0% — 不变
CACI CACI INTL INC $3.26万0.01%60 47.1% $2,175 加仓
CVSA COVISTA INC $3.26万0.01%283 -1,865-86.8% -$21.49万 减仓
IEMG ISHARES INC $3.24万0.01%465 4241,034.1% $2.96万 加仓
TXRH TEXAS ROADHOUSE INC $3.24万0.01%196 00.0% — 不变
CR CRANE COMPANY $3.20万0.01%187 -40-17.6% -$6,840 减仓
— DIMENSIONAL ETF TRUST $3.13万0.01%805 00.0% — 不变
CALM CAL MAINE FOODS INC $3.09万0.01%391 -2,503-86.5% -$19.81万 减仓
ALSN ALLISON TRANSMISSION HLDGS I $3.08万0.01%263 -388-59.6% -$4.54万 减仓
SYY SYSCO CORP $3.06万0.01%429 102.4% $713 加仓
CRM SALESFORCE INC $3.04万0.01%163 00.0% — 不变
HSBC HSBC HLDGS PLC $3.04万0.01%369 00.0% — 不变
PODD INSULET CORP $3.04万0.01%145 -13-8.2% -$2,728 减仓
TECH BIO-TECHNE CORP $3.03万0.01%579 00.0% — 不变
AGYS AGILYSYS INC $3.02万0.01%424 3910.1% $2,774 加仓
LRCX LAM RESEARCH CORP $3.01万0.01%141 -76-35.0% -$1.62万 减仓
MET METLIFE INC $3.00万0.01%424 00.0% — 不变
FR FIRST INDL RLTY TR INC $2.94万0.01%509 00.0% — 不变
SNY SANOFI SA $2.94万0.01%610 00.0% — 不变
LNT ALLIANT ENERGY CORP $2.92万0.01%407 00.0% — 不变
INGR INGREDION INC $2.89万0.01%257 -1,390-84.4% -$15.64万 减仓
EHC ENCOMPASS HEALTH CORP $2.87万0.01%297 8540.1% $8,222 加仓
MKL MARKEL GROUP INC $2.87万0.01%15 00.0% — 不变
MAA MID-AMER APT CMNTYS INC $2.87万0.01%235 00.0% — 不变
GLTR ABRDN PRECIOUS METALS BASKET $2.84万0.01%130 -18-12.2% -$3,937 减仓
VVV VALVOLINE INC $2.84万0.01%843 843— $2.84万 新建仓
SXI STANDEX INTL CORP $2.83万0.01%111 00.0% — 不变
IWM ISHARES TR $2.83万0.01%114 00.0% — 不变
THG HANOVER INS GROUP INC $2.83万0.01%163 -3,009-94.9% -$52.16万 减仓
CDC VICTORY PORTFOLIOS II $2.82万0.01%395 00.0% — 不变
EXP EAGLE MATLS INC $2.80万0.01%148 00.0% — 不变
WSO WATSCO INC $2.80万0.01%77 1014.9% $3,638 加仓
SLGN SILGAN HLDGS INC $2.77万0.01%715 20.3% $78 加仓
COHR COHERENT CORP $2.76万0.01%116 -25-17.7% -$5,955 减仓
USFD US FOODS HLDG CORP $2.74万0.01%297 -38-11.3% -$3,504 减仓
STAG STAG INDUSTRIAL INC $2.74万0.01%759 00.0% — 不变
CSL CARLISLE COS INC $2.74万0.01%82 -50-37.9% -$1.67万 减仓
Q QNITY ELECTRONICS INC $2.72万0.01%236 00.0% — 不变