13FBOX
Measured Wealth Private Client Group, LLC · 13F 持仓分析
期权收益计算器 机构排行

Measured Wealth Private Client Group, LLC

No.4778 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$4.14亿
环比变动 Q1 2026
+$4,762.0万+13.0%
持仓股票数
691
新买入
51
加仓
113
减仓
206
清仓
60
持股不变
321
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
V先锋领航白厅基金VYM
6.83%6.53%$2,826.0万17.9万股$2,390.0万16.1万股+1.7万股+10.81%加仓
SSPDR道富系列信托SPYG
5%1.33%$2,070.1万17.4万股$486.8万5.0万股+12.4万股+249.88%加仓
SSPDR黄金信托GLD
4.38%7.1%$1,813.0万4.9万股$2,600.3万6.0万股-1.1万股-18.56%减仓
I景顺交易所交易基金信托RSP
4.25%4.48%$1,757.0万8.3万股$1,640.6万8.5万股-2,906股-3.40%减仓
SSPDR行业精选信托XLK
4.23%4.27%$1,751.3万9.2万股$1,564.9万11.8万股-2.6万股-21.93%减仓
联合包裹UPSUPS
4.15%4.54%$1,714.9万16.0万股$1,662.7万16.9万股-9,478股-5.61%减仓
VanEck ETF信托SMH
3.95%2.82%$1,636.1万2.5万股$1,032.8万2.7万股-1,993股-7.40%减仓
IiShares安硕信托EEM
3.41%0.93%$1,409.2万20.6万股$341.0万6.0万股+14.6万股+243.06%加仓
SSPDR标普500 ETFSPY
3.32%3.27%$1,374.3万1.8万股$1,197.8万1.8万股-14股-0.08%减仓
S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV
2.61%4.91%$1,080.6万6.8万股$1,795.8万12.2万股-5.4万股-44.40%减仓
S道富SPYV
2.56%6.4%$1,058.5万17.4万股$2,343.6万41.4万股-24.0万股-57.96%减仓
SSPDR道富系列信托KBE
1.73%$714.3万10.5万股$00股+10.5万股新买入
S道富·EET SPDR S&P BIOTECH ETFXBI
1.72%$712.7万4.5万股$00股+4.5万股新买入
IISHARES U.S. TELECOMMUNICATIONS ETFIYZ
1.65%$683.1万16.1万股$00股+16.1万股新买入
英伟达NVDA
1.62%1.58%$669.1万3.3万股$577.6万3.3万股+319股+0.96%加仓
SSPDR行业精选信托XLU
1.55%1.68%$641.9万14.2万股$615.2万13.4万股+7,508股+5.60%加仓
EETF系列解决方案QTUM
1.47%$609.6万3.7万股$00股+3.7万股新买入
苹果AAPL
1.46%1.44%$604.4万2.1万股$526.9万2.1万股+125股+0.60%加仓
SSPDR行业精选信托XLP
1.44%1.61%$593.8万7.1万股$591.1万7.2万股-613股-0.85%减仓
GGlobal X·URANIUM ETFURA
1.39%$573.4万13.1万股$00股+13.1万股新买入
S道富XLI
1.29%0.91%$532.7万2.9万股$333.9万2.1万股+8,113股+39.30%加仓
IiShares安硕信托IVV
1.18%1.2%$486.6万6,498股$440.9万6,749股-251股-3.72%减仓
IiShares安硕信托TLT
1.13%1.82%$468.6万5.4万股$665.4万7.7万股-2.3万股-29.36%减仓
SSPDR道富系列信托XPH
1.09%$452.7万6.8万股$00股+6.8万股新买入
IiShares安硕信托DGRO
1.06%1.11%$439.4万5.8万股$406.9万5.8万股00.00%持仓不变
SSPDR行业精选信托XLY
1.03%1%$424.7万3.6万股$365.4万3.4万股+2,684股+8.01%加仓
SSPDR行业精选信托XLE
0.91%0.52%$377.0万7.1万股$189.6万3.1万股+4.0万股+129.35%加仓
GGlobal X基金PAVE
0.75%$312.2万5.3万股$00股+5.3万股新买入
博通AVGO
0.72%0.79%$299.9万7,939股$290.5万9,385股-1,446股-15.41%减仓
IiShares安硕信托AGG
0.63%0.76%$262.2万2.6万股$279.8万2.8万股-1,687股-5.99%减仓
微软MSFT
0.51%0.58%$213.0万5,711股$212.7万5,745股-34股-0.59%减仓
SSPDR行业精选信托XLY
0.5%4.27%$205.1万1.9万股$1,561.7万14.1万股-12.2万股-86.41%减仓
C花旗集团C
0.49%0.46%$200.9万1.4万股$167.4万1.5万股-412股-2.79%减仓
V先锋领航指数基金VV
0.47%0.46%$192.6万5,601股$167.0万5,589股+12股+0.21%加仓
CCAMBRIA EMERGING SHAREHOLDER YIELD ETFEYLD
0.43%0.47%$179.5万4.0万股$173.7万4.2万股-2,417股-5.76%减仓
应用材料AMAT
0.43%0.26%$178.5万2,469股$96.6万2,825股-356股-12.60%减仓
G通用动力VTI
0.42%0.39%$173.7万4,695股$141.7万4,416股+279股+6.32%加仓
S道富SPMD
0.4%0.51%$165.6万2.5万股$186.8万3.2万股-7,021股-22.26%减仓
IiShares安硕·S&P 100 ETFIWO
0.39%0.5%$161.6万4,417股$181.2万5,698股-1,281股-22.48%减仓
FFLEXFLEX
0.38%0.22%$159.1万9,817股$80.1万1.2万股-2,421股-19.78%减仓
百时美施贵宝BMY
0.38%0.42%$156.6万2.7万股$152.1万2.5万股+2,111股+8.42%加仓
EVERSOURCE ENERGYES
0.37%0.38%$151.3万2.1万股$137.4万2.0万股+1,100股+5.55%加仓
ALTRIAMO
0.36%0.36%$150.0万2.1万股$132.9万2.0万股+707股+3.51%加仓
Host酒店HST
0.36%0.3%$149.0万6.3万股$109.0万5.7万股+5,939股+10.44%加仓
DDimensional维度·USDFUV
0.36%0.36%$147.7万2.7万股$130.2万2.7万股-10股-0.04%减仓
APPLIED INDL TECHNOLOGIES INAIT
0.35%0.32%$145.0万4,289股$115.8万4,363股-74股-1.70%减仓
DDimensional维度·U.S. TARGETED VALUE ETFDFAT
0.34%0.35%$141.1万2.0万股$127.0万2.0万股-151股-0.74%减仓
RYDER SYSR
0.34%0.32%$140.9万5,340股$118.3万5,779股-439股-7.60%减仓
OMEGA HEALTHCARE INVSOHI
0.34%0.33%$139.2万2.9万股$119.3万2.7万股+1,950股+7.16%加仓
ENACTACT
0.3%0.29%$123.4万2.7万股$106.6万2.6万股+885股+3.39%加仓

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