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
HR HEALTHCARE RLTY TR $7,0600.00%350 00.0% — 不变
IBN ICICI BANK LIMITED $6,9090.00%238 00.0% — 不变
VGLT VANGUARD SCOTTSDALE FDS $6,6770.00%121 12012,000.0% $6,622 重新持有
— TAYLOR MORRISON HOME CORP $6,6720.00%93 00.0% — 不变
VC VISTEON CORP $6,6470.00%67 00.0% — 不变
RAVI FLEXSHARES TR $6,6370.00%88 00.0% — 不变
— ARMATA PHARMACEUTICALS INC $6,4800.00%1,000 00.0% — 不变
D DOMINION ENERGY INC $6,2140.00%91 00.0% — 不变
USB US BANCORP $5,9190.00%98 -200-67.1% -$1.21万 减仓
TROW PRICE T ROWE GROUP INC $5,9120.00%52 00.0% — 不变
MPLX MPLX LP $5,6330.00%100 00.0% — 不变
TAP MOLSON COORS BEVERAGE CO $5,6100.00%144 00.0% — 不变
HOG HARLEY DAVIDSON INC $5,6000.00%229 20.9% $49 加仓
RITM RITHM CAPITAL CORP $5,5590.00%592 00.0% — 不变
DHR DANAHER CORP DEL $5,5240.00%29 00.0% — 不变
MRSH MARSH & MCLENNAN COS INC $5,3330.00%32 00.0% — 不变
COWZ PACER FDS TR $5,2250.00%84 00.0% — 不变
— NUVEEN MULTI ASSET INCOME FU $5,1580.00%364 00.0% — 不变
— TEMPLETON EMERGING MKTS INCO $5,0550.00%750 00.0% — 不变
DIV GLOBAL X FDS $4,5150.00%237 00.0% — 不变
PSK SPDR SERIES TRUST $4,4570.00%146 00.0% — 不变
FENI FIDELITY COVINGTON TRUST $4,2940.00%107 -23-17.7% -$923 减仓
BUD ANHEUSER BUSCH INBEV SA NV $4,1200.00%50 00.0% — 不变
KD KYNDRYL HLDGS INC $3,9590.00%350 00.0% — 不变
BAH BOOZ ALLEN HAMILTON HLDG COR $3,9440.00%65 00.0% — 不变
SNOW SNOWFLAKE INC $3,8180.00%15 00.0% — 不变
— JANUS HENDERSON GROUP PLC $3,7920.00%73 -1,473-95.3% -$7.65万 减仓
— FRANKLIN XRP TRUST $3,5070.00%309 00.0% — 不变
VCIT VANGUARD SCOTTSDALE FDS $3,4710.00%42 00.0% — 不变
OGN ORGANON & CO $3,4390.00%254 00.0% — 不变
TU TELUS CORPORATION $3,1710.00%300 00.0% — 不变
IEF ISHARES TR $3,1210.00%33 00.0% — 不变
— WARNER BROS DISCOVERY INC $3,0390.00%114 32.7% $80 加仓
PLTR PALANTIR TECHNOLOGIES INC $2,9480.00%25 00.0% — 不变
FFLC FIDELITY COVINGTON TRUST $2,8870.00%49 49— $2,887 新建仓
MGC VANGUARD WORLD FD $2,8550.00%10 00.0% — 不变
VEA VANGUARD TAX-MANAGED FDS $2,4230.00%34 -26-43.3% -$1,853 减仓
FSK FS KKR CAP CORP $2,2890.00%218 00.0% — 不变
KVYO KLAVIYO INC $2,1900.00%145 00.0% — 不变
CEF SPROTT ASSET MANAGEMENT LP $2,1720.00%54 54— $2,172 新建仓
FDRR FIDELITY COVINGTON TRUST $2,1410.00%33 33— $2,141 新建仓
REZI RESIDEO TECHNOLOGIES INC $2,1150.00%68 00.0% — 不变
VOD VODAFONE GROUP PLC $1,9840.00%150 00.0% — 不变
IIPR INNOVATIVE INDL PPTYS INC $1,9830.00%32 00.0% — 不变
CHWY CHEWY INC $1,9650.00%100 00.0% — 不变
KHC KRAFT HEINZ CO $1,8900.00%80 00.0% — 不变
ALGN ALIGN TECHNOLOGY INC $1,8550.00%11 00.0% — 不变
EOG EOG RES INC $1,8160.00%14 00.0% — 不变
COP CONOCOPHILLIPS $1,7670.00%17 00.0% — 不变
GT GOODYEAR TIRE & RUBR CO $1,3200.00%200 00.0% — 不变
EXK ENDEAVOUR SILVER CORP $1,2420.00%150 150— $1,242 新建仓
SNAP SNAP INC $1,1320.00%255 255— $1,132 新建仓
VIRT VIRTU FINL INC $1,0090.00%17 -402-95.9% -$2.39万 减仓
BMA BANCO MACRO S A $9260.00%10 00.0% — 不变
— AMPLIFY ETF TR $8500.00%33 00.0% — 不变
KTB KONTOOR BRANDS INC $8330.00%10 10— $833 新建仓
NJR NEW JERSEY RES CORP $7850.00%14 00.0% — 不变
VFC V F CORP $7840.00%47 00.0% — 不变
MWA MUELLER WTR PRODS INC $7620.00%30 -618-95.4% -$1.57万 减仓
UNM UNUM GROUP $7530.00%8 -275-97.2% -$2.59万 减仓
BGS B & G FOODS INC $5970.00%150 00.0% — 不变
RGTI RIGETTI COMPUTING INC $4830.00%25 00.0% — 不变
MICC MAGNUM ICE CREAM CO NV $4350.00%25 -35-58.3% -$609 减仓
— INVESCO EXCHANGE TRADED FD T $3860.00%10 00.0% — 不变
VSNT VERSANT MEDIA GROUP INC $3600.00%10 00.0% — 不变
— NYLI MACKAY DEFINEDTERM MUNI $2170.00%14 00.0% — 不变
SLVM SYLVAMO CORP $1890.00%5 00.0% — 不变
ADBE ADOBE INC $1770.00%1 00.0% — 不变
INTU INTUIT $1150.00%0 0— -$190 清仓
IQLT ISHARES TR $990.00%2 -152-98.7% -$7,524 减仓
MDB MONGODB INC $940.00%0 0— -$69 清仓
XMTR XOMETRY INC $940.00%1 00.0% — 不变
ZBH ZIMMER BIOMET HOLDINGS INC $860.00%1 00.0% — 不变
ESGD ISHARES TR $840.00%1 00.0% — 不变
BIDU BAIDU INC $730.00%1 00.0% — 不变
VRSK VERISK ANALYTICS INC $720.00%0 0— -$77 清仓
RGA REINSURANCE GROUP AMER INC $670.00%0 0— -$64 清仓
AMBA AMBARELLA INC $630.00%1 00.0% — 不变
SPG SIMON PPTY GROUP INC NEW $560.00%0 0— -$46 清仓
OC OWENS CORNING NEW $470.00%0 0— -$32 清仓
RBRK RUBRIK INC. $450.00%1 00.0% — 不变
NICE NICE LTD $420.00%0 0— -$51 清仓
ESTC ELASTIC N V $400.00%1 00.0% — 不变
XLRE SELECT SECTOR SPDR TR $370.00%1 00.0% — 不变
— CINEVERSE CORP $330.00%11 101,000.0% $30 加仓
JEPI J P MORGAN EXCHANGE TRADED F $300.00%1 00.0% — 不变
PRGS PROGRESS SOFTWARE CORP $260.00%1 00.0% — 不变
CC CHEMOURS CO $210.00%1 00.0% — 不变
RDVT RED VIOLET INC $190.00%0 0— -$10 清仓
EMBC EMBECTA CORP $160.00%5 00.0% — 不变
TDC TERADATA CORP DEL $150.00%0 0— -$11 清仓
GAP GAP INC $140.00%1 -849-99.9% -$1.19万 减仓
AI C3 AI INC $140.00%2 00.0% — 不变
VT VANGUARD INTL EQUITY INDEX F $140.00%0 0— -$12 清仓
NTAP NETAPP INC $140.00%0 0— -$9 清仓
XHB SPDR SERIES TRUST $130.00%0 -14-100.0% -$1,393 清仓
SYNA SYNAPTICS INC $130.00%0 0— -$7 清仓
SF STIFEL FINL CORP $120.00%0 -274-100.0% -$2.03万 清仓
XIFR XPLR INFRASTRUCTURE LP $110.00%1 00.0% — 不变
— KARTOON STUDIOS INC. $110.00%15 15— $11 新建仓