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
DIS DISNEY WALT CO $1.84万0.00%191 -1-0.5% -$96 减仓
ALLE ALLEGION PLC $1.83万0.00%130 00.0% — 不变
MUB ISHARES TR $1.82万0.00%169 -1,546-90.1% -$16.64万 减仓
KMI KINDER MORGAN INC DEL $1.82万0.00%568 00.0% — 不变
RELX RELX PLC $1.81万0.00%570 -958-62.7% -$3.03万 减仓
RSPF INVESCO EXCHANGE TRADED FD T $1.80万0.00%232 00.0% — 不变
OTIS OTIS WORLDWIDE CORP $1.80万0.00%251 00.0% — 不变
MBB ISHARES TR $1.80万0.00%190 00.0% — 不变
— FIRST TR EXCHANGE TRADED FD $1.78万0.00%488 00.0% — 不变
BMI BADGER METER INC $1.78万0.00%120 -14-10.4% -$2,077 减仓
COHR COHERENT CORP $1.78万0.00%45 -71-61.2% -$2.80万 减仓
IRTC IRHYTHM HOLDINGS INC $1.77万0.00%149 00.0% — 不变
GEHC GE HEALTHCARE TECHNOLOGIES I $1.76万0.00%275 00.0% — 不变
JHX JAMES HARDIE INDS PLC $1.76万0.00%671 00.0% — 不变
OLED UNIVERSAL DISPLAY CORP $1.75万0.00%202 -33-14.0% -$2,857 减仓
PPL PPL CORP $1.74万0.00%480 00.0% — 不变
EFG ISHARES TR $1.70万0.00%137 00.0% — 不变
WELL WELLTOWER INC $1.70万0.00%75 00.0% — 不变
CME CME GROUP INC $1.70万0.00%77 00.0% — 不变
— INVESCO VALUE MUN INCOME TR $1.70万0.00%1,334 00.0% — 不变
TRU TRANSUNION $1.69万0.00%234 00.0% — 不变
IWD ISHARES TR $1.67万0.00%69 -8-10.4% -$1,939 减仓
CVSA COVISTA INC $1.67万0.00%134 -149-52.7% -$1.86万 减仓
ETR ENTERGY CORP NEW $1.67万0.00%145 00.0% — 不变
SECU BLACKROCK ETF TRUST II $1.67万0.00%334 00.0% — 不变
BSX BOSTON SCIENTIFIC CORP $1.65万0.00%387 -158-29.0% -$6,743 减仓
FLR FLUOR CORP $1.62万0.00%310 00.0% — 不变
FE FIRSTENERGY CORP $1.62万0.00%341 00.0% — 不变
PAYC PAYCOM SOFTWARE INC $1.60万0.00%127 00.0% — 不变
LFST LIFESTANCE HEALTH GROUP INC $1.59万0.00%1,485 1,485— $1.59万 新建仓
— INVESCO EXCHANGE TRADED FD T $1.59万0.00%264 -441-62.6% -$2.66万 减仓
NOW SERVICENOW INC $1.59万0.00%160 -5-3.0% -$496 减仓
VCSH VANGUARD SCOTTSDALE FDS $1.56万0.00%197 00.0% — 不变
FAN FIRST TR EXCHANGE-TRADED FD $1.54万0.00%615 00.0% — 不变
TT TRANE TECHNOLOGIES PLC $1.52万0.00%31 00.0% — 不变
ADSK AUTODESK INC $1.52万0.00%78 00.0% — 不变
FVD FIRST TR EXCHANGE-TRADED FD $1.50万0.00%311 311— $1.50万 新建仓
LII LENNOX INTL INC $1.49万0.00%26 00.0% — 不变
CNA CNA FINL CORP $1.49万0.00%306 -838-73.3% -$4.07万 减仓
SPMO INVESCO EXCH TRADED FD TR II $1.49万0.00%92 00.0% — 不变
WCN WASTE CONNECTIONS INC $1.48万0.00%89 -25-21.9% -$4,167 减仓
VBK VANGUARD INDEX FDS $1.46万0.00%40 00.0% — 不变
AYI ACUITY INC $1.43万0.00%38 -58-60.4% -$2.18万 减仓
EG EVEREST GROUP LTD $1.43万0.00%40 00.0% — 不变
TMUS T-MOBILE US INC $1.43万0.00%85 00.0% — 不变
FHN FIRST HORIZON CORPORATION $1.41万0.00%551 71.3% $179 加仓
TGT TARGET CORP $1.41万0.00%108 00.0% — 不变
QQEW FIRST TR EXCHANGE-TRADED FD $1.40万0.00%88 -5-5.4% -$795 减仓
URBN URBAN OUTFITTERS INC $1.35万0.00%191 -1-0.5% -$71 减仓
BAI BLACKROCK ETF TRUST $1.33万0.00%252 00.0% — 不变
SUI SUN CMNTYS INC $1.32万0.00%110 00.0% — 不变
TNL TRAVEL PLUS LEISURE CO $1.31万0.00%172 21.2% $153 加仓
PAR PAR TECHNOLOGY CORP $1.28万0.00%732 20940.0% $3,641 加仓
JNK SPDR SERIES TRUST $1.27万0.00%132 00.0% — 不变
ONTO ONTO INNOVATION INC $1.25万0.00%33 -70-68.0% -$2.65万 减仓
BTC GRAYSCALE BITCOIN MINI TR ET $1.22万0.00%472 00.0% — 不变
STN STANTEC INC $1.21万0.00%175 00.0% — 不变
CLX CLOROX CO DEL $1.20万0.00%126 00.0% — 不变
LUMN LUMEN TECHNOLOGIES INC $1.19万0.00%1,554 1,554— $1.19万 新建仓
DBEF DBX ETF TR $1.18万0.00%216 00.0% — 不变
TRI THOMSON REUTERS CORP $1.17万0.00%143 -3-2.1% -$245 减仓
FDX FEDEX CORP $1.16万0.00%37 37— $1.16万 新建仓
TTC TORO CO $1.15万0.00%118 -3-2.5% -$292 减仓
DORM DORMAN PRODS INC $1.15万0.00%84 -118-58.4% -$1.61万 减仓
ALSN ALLISON TRANSMISSION HLDGS I $1.14万0.00%101 -162-61.6% -$1.83万 减仓
ARCC ARES CAPITAL CORP $1.14万0.00%613 -6,078-90.8% -$11.26万 减仓
LQD ISHARES TR $1.12万0.00%103 00.0% — 不变
F FORD MTR CO $1.11万0.00%800 00.0% — 不变
PCOR PROCORE TECHNOLOGIES INC $1.10万0.00%272 -139-33.8% -$5,646 减仓
FTCS FIRST TR EXCHANGE-TRADED FD $1.09万0.00%116 116— $1.09万 新建仓
VLUE ISHARES TR $1.08万0.00%54 00.0% — 不变
ITRI ITRON INC $1.07万0.00%124 00.0% — 不变
VYMI VANGUARD WHITEHALL FDS $1.06万0.00%108 00.0% — 不变
PGR PROGRESSIVE CORP $1.05万0.00%48 00.0% — 不变
LUV SOUTHWEST AIRLS CO $1.03万0.00%200 00.0% — 不变
PANW PALO ALTO NETWORKS INC $1.02万0.00%30 00.0% — 不变
WMB WILLIAMS COS INC $1.00万0.00%135 00.0% — 不变
VCEB VANGUARD WORLD FD $9,9160.00%158 00.0% — 不变
GDX VANECK ETF TRUST $9,8090.00%130 -1-0.8% -$75 减仓
RSG REPUBLIC SVCS INC $9,8020.00%46 00.0% — 不变
MANH MANHATTAN ASSOCIATES INC $9,3300.00%67 -124-64.9% -$1.73万 减仓
FAX ABRDN ASIA PACIFIC INCOME FU $9,1940.00%625 00.0% — 不变
SNDK SANDISK CORP $9,0950.00%4 -12-75.0% -$2.73万 减仓
WAT WATERS CORP $9,0010.00%24 -51-68.0% -$1.91万 减仓
LRN STRIDE INC $8,9690.00%104 00.0% — 不变
BKNG BOOKING HOLDINGS INC $8,9120.00%50 50— $8,912 新建仓
BA BOEING CO $8,6590.00%40 00.0% — 不变
VTRS VIATRIS INC $8,4640.00%533 00.0% — 不变
RDN RADIAN GROUP INC $8,3990.00%223 00.0% — 不变
DEO DIAGEO PLC $8,2790.00%103 00.0% — 不变
ZTS ZOETIS INC $8,1200.00%113 00.0% — 不变
— PUTNAM MASTER INTER INCOME T $8,0750.00%2,500 00.0% — 不变
FICO FAIR ISAAC CORP $7,7980.00%7 00.0% — 不变
THG HANOVER INS GROUP INC $7,7080.00%36 -127-77.9% -$2.72万 减仓
BTZ BLACKROCK CR ALLOCATION $7,6650.00%750 00.0% — 不变
BBWI BATH & BODY WORKS INC $7,3550.00%318 -196-38.1% -$4,533 减仓
MBC MASTERBRAND INC $7,3260.00%712 00.0% — 不变
CMCSA COMCAST CORP NEW $7,2910.00%297 00.0% — 不变
SMLF ISHARES TR $7,1310.00%80 00.0% — 不变
MYE MYERS INDS INC $7,0620.00%200 00.0% — 不变