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
TMUS T-MOBILE US INC $1.79万0.00%85 00.0% — 不变
MWA MUELLER WTR PRODS INC $1.78万0.00%648 -7,318-91.9% -$20.10万 减仓
TMO THERMO FISHER SCIENTIFIC INC $1.77万0.00%36 00.0% — 不变
IRTC IRHYTHM HOLDINGS INC $1.76万0.00%149 00.0% — 不变
ETN EATON CORP PLC $1.75万0.00%49 00.0% — 不变
VRTX VERTEX PHARMACEUTICALS INC $1.74万0.00%39 00.0% — 不变
FE FIRSTENERGY CORP $1.73万0.00%341 00.0% — 不变
SJM SMUCKER J M CO $1.73万0.00%179 179— $1.73万 新建仓
NOW SERVICENOW INC $1.73万0.00%165 00.0% — 不变
THRO BLACKROCK ETF TRUST $1.72万0.00%474 474— $1.72万 新建仓
AZTA AZENTA INC $1.69万0.00%802 00.0% — 不变
— FIRST TR EXCHANGE TRADED FD $1.69万0.00%488 00.0% — 不变
PNFP PINNACLE FINL PARTNERS INC $1.67万0.00%194 194— $1.67万 新建仓
SECU BLACKROCK ETF TRUST II $1.66万0.00%334 334— $1.66万 新建仓
COHU COHU INC $1.66万0.00%543 543— $1.66万 新建仓
RSPF INVESCO EXCHANGE TRADED FD T $1.66万0.00%232 00.0% — 不变
IWD ISHARES TR $1.65万0.00%77 00.0% — 不变
ETR ENTERGY CORP NEW $1.63万0.00%145 00.0% — 不变
— INVESCO VALUE MUN INCOME TR $1.62万0.00%1,334 00.0% — 不变
TRU TRANSUNION $1.62万0.00%234 -124-34.6% -$8,579 减仓
TECK TECK RESOURCES LTD $1.61万0.00%311 11558.7% $5,951 加仓
NXPI NXP SEMICONDUCTORS N V $1.57万0.00%80 00.0% — 不变
— HOLOGIC INC $1.57万0.00%208 00.0% — 不变
VCSH VANGUARD SCOTTSDALE FDS $1.56万0.00%197 00.0% — 不变
USB US BANCORP $1.55万0.00%298 00.0% — 不变
PAYC PAYCOM SOFTWARE INC $1.54万0.00%127 127— $1.54万 新建仓
EFG ISHARES TR $1.53万0.00%137 137— $1.53万 新建仓
FAN FIRST TR EXCHANGE-TRADED FD $1.52万0.00%615 00.0% — 不变
STN STANTEC INC $1.51万0.00%175 175— $1.51万 新建仓
HUBG HUB GROUP INC $1.49万0.00%413 -159-27.8% -$5,731 减仓
WELL WELLTOWER INC $1.48万0.00%75 00.0% — 不变
JBHT HUNT J B TRANS SVCS INC $1.46万0.00%69 00.0% — 不变
CMC COMMERCIAL METALS CO $1.45万0.00%236 236— $1.45万 新建仓
FLR FLUOR CORP $1.45万0.00%310 00.0% — 不变
BTC GRAYSCALE BITCOIN MINI TR ET $1.42万0.00%472 00.0% — 不变
SUI SUN CMNTYS INC $1.39万0.00%110 00.0% — 不变
ALGT ALLEGIANT TRAVEL CO $1.35万0.00%166 00.0% — 不变
ZTS ZOETIS INC $1.34万0.00%113 00.0% — 不变
— THOMSON REUTERS CORP $1.31万0.00%146 00.0% — 不变
QCOM QUALCOMM INC $1.31万0.00%102 00.0% — 不变
TGT TARGET CORP $1.31万0.00%108 00.0% — 不变
EG EVEREST GROUP LTD $1.31万0.00%40 00.0% — 不变
CLX CLOROX CO DEL $1.31万0.00%126 00.0% — 不变
AVSC AMERICAN CENTY ETF TR $1.30万0.00%209 00.0% — 不变
TT TRANE TECHNOLOGIES PLC $1.29万0.00%31 00.0% — 不变
SMMV ISHARES TR $1.28万0.00%293 00.0% — 不变
JHX JAMES HARDIE INDS PLC $1.27万0.00%671 569.1% $1,061 加仓
JNK SPDR SERIES TRUST $1.26万0.00%132 00.0% — 不变
FHN FIRST HORIZON CORPORATION $1.24万0.00%544 544— $1.24万 新建仓
URBN URBAN OUTFITTERS INC $1.22万0.00%192 147.9% $887 加仓
VBK VANGUARD INDEX FDS $1.21万0.00%40 00.0% — 不变
LII LENNOX INTL INC $1.21万0.00%26 00.0% — 不变
GDX VANECK ETF TRUST $1.20万0.00%131 00.0% — 不变
GLW CORNING INC $1.18万0.00%87 00.0% — 不变
QQEW FIRST TR EXCHANGE-TRADED FD $1.18万0.00%93 -6-6.1% -$759 减仓
TNL TRAVEL PLUS LEISURE CO $1.18万0.00%170 -28-14.1% -$1,937 减仓
GE GE AEROSPACE $1.14万0.00%40 -587-93.6% -$16.66万 减仓
TTC TORO CO $1.13万0.00%121 00.0% — 不变
LQD ISHARES TR $1.12万0.00%103 00.0% — 不变
ITRI ITRON INC $1.11万0.00%124 -1,206-90.7% -$10.81万 减仓
QGEN QIAGEN NV $1.09万0.00%273 273— $1.09万 新建仓
DBEF DBX ETF TR $1.07万0.00%216 00.0% — 不变
COLM COLUMBIA SPORTSWEAR CO $1.06万0.00%194 194— $1.06万 新建仓
SPMO INVESCO EXCH TRADED FD TR II $1.03万0.00%92 92— $1.03万 新建仓
— ARMATA PHARMACEUTICALS INC $1.02万0.00%1,000 00.0% — 不变
VYMI VANGUARD WHITEHALL FDS $1.02万0.00%108 00.0% — 不变
SNDK SANDISK CORP $1.02万0.00%16 16— $1.02万 新建仓
RSG REPUBLIC SVCS INC $1.01万0.00%46 00.0% — 不变
VCEB VANGUARD WORLD FD $9,9270.00%158 00.0% — 不变
WMB WILLIAMS COS INC $9,8250.00%135 00.0% — 不变
BBWI BATH & BODY WORKS INC $9,5960.00%514 7918.2% $1,475 加仓
PBH PRESTIGE CONSMR HEALTHCARE I $9,5420.00%161 00.0% — 不变
PGR PROGRESSIVE CORP $9,5160.00%48 00.0% — 不变
F FORD MTR CO $9,2320.00%800 00.0% — 不变
LRN STRIDE INC $9,1700.00%104 -1,786-94.5% -$15.75万 减仓
FAX ABRDN ASIA PACIFIC INCOME FU $9,0130.00%625 00.0% — 不变
IT GARTNER INC $8,8670.00%56 00.0% — 不变
GEV GE VERNOVA INC $8,7290.00%10 -146-93.6% -$12.74万 减仓
CMCSA COMCAST CORP NEW $8,5270.00%297 -40-11.9% -$1,148 减仓
BAI BLACKROCK ETF TRUST $8,3030.00%252 252— $8,303 新建仓
— PUTNAM MASTER INTER INCOME T $8,1750.00%2,500 00.0% — 不变
BA BOEING CO $7,9610.00%40 00.0% — 不变
SOLS SOLSTICE ADVANCED MATLS INC $7,7680.00%102 00.0% — 不变
VLUE ISHARES TR $7,6780.00%54 00.0% — 不变
DEO DIAGEO PLC $7,6680.00%103 -95-48.0% -$7,072 减仓
BTZ BLACKROCK CR ALLOCATION $7,5750.00%750 00.0% — 不变
LUV SOUTHWEST AIRLS CO $7,5140.00%200 00.0% — 不变
RDN RADIAN GROUP INC $7,3750.00%223 -7,172-97.0% -$23.72万 减仓
VTRS VIATRIS INC $7,2010.00%533 00.0% — 不变
IQLT ISHARES TR $7,1190.00%154 00.0% — 不变
PAR PAR TECHNOLOGY CORP $6,9720.00%523 00.0% — 不变
FICO FAIR ISAAC CORP $6,9670.00%7 116.7% $995 加仓
RAVI FLEXSHARES TR $6,6360.00%88 00.0% — 不变
RKLB ROCKET LAB CORP $6,3580.00%99 00.0% — 不变
TAP MOLSON COORS BEVERAGE CO $6,2010.00%144 -28-16.3% -$1,206 减仓
IBN ICICI BANK LIMITED $6,1640.00%238 00.0% — 不变
VC VISTEON CORP $6,1040.00%67 -1,879-96.6% -$17.12万 减仓
SMLF ISHARES TR $6,0390.00%80 00.0% — 不变
HR HEALTHCARE RLTY TR $5,9470.00%350 00.0% — 不变
MBC MASTERBRAND INC $5,9170.00%712 00.0% — 不变