Measured Wealth Private Client Group, LLC
- SEC CIK
- 0001720235
- 最新申報
- 2026/8/10
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/1/28 申報。只含多頭部位，變化是跟 2021 年第 3 季比股數。
- 持股檔數
- 159
- 較 2021 年第 3 季 +5
- 總值
- $2.83 億
- 較 2021 年第 3 季 +$2,324 萬 (+8.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| FCELFuelcell Energy Inc | COM | 11,749 | $6.10 萬 | <0.1% | +11,749 | 新進 | 歷史 |
| ProShares Tr74347B201 | PSHS ULTSH 20YRS | 10,643 | $18.0 萬 | 0.1% | −8,345−43.9% | 減碼 | – |
| SOSouthern Co | Stock | 2,967 | $20.3 萬 | 0.1% | +2,967 | 新進 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 2,104 | $20.4 萬 | 0.1% | +2,104 | 新進 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 13,599 | $21.4 萬 | 0.1% | +13,599 | 新進 | 歷史 |
| AMTAmerican Tower Corp | REIT | 736 | $21.5 萬 | 0.1% | +736 | 新進 | 歷史 |
| BAHBooz Allen Hamilton Holding Corp | CL A | 2,584 | $21.9 萬 | 0.1% | −165−6.0% | 減碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 724 | $22.0 萬 | 0.1% | +724 | 新進 | 歷史 |
| CMICummins Inc | Stock | 1,008 | $22.0 萬 | 0.1% | −459−31.3% | 減碼 | 歷史 |
| AVYAvery Dennison Corp | COM | 1,032 | $22.4 萬 | 0.1% | −493−32.3% | 減碼 | 歷史 |
| BRSLBrightstar Lottery PLC | SHS USD | 7,851 | $22.7 萬 | 0.1% | +7,851 | 新進 | 歷史 |
| FDSFactset Research Systems Inc | Stock | 469 | $22.8 萬 | 0.1% | +469 | 新進 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 1,100 | $22.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 1,500 | $23.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 3,964 | $23.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 2,060 | $24.0 萬 | 0.1% | 00.0% | 不變 | – |
| PAYXPaychex Inc | Stock | 1,768 | $24.1 萬 | 0.1% | +1,768 | 新進 | 歷史 |
| AFLAflac Inc | Stock | 4,168 | $24.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BRKLBrookline Bancorp Inc | COM | 14,981 | $24.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MMM3M Co | Stock | 1,388 | $24.7 萬 | 0.1% | −32−2.3% | 減碼 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 1,608 | $25.2 萬 | 0.1% | 00.0% | 不變 | – |
| HONHoneywell International Inc | COM | 1,207 | $25.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 3,814 | $25.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 3,229 | $25.4 萬 | 0.1% | −128−3.8% | 減碼 | – |
| EMREmerson Electric Co | Stock | 2,791 | $26.0 萬 | 0.1% | −1,664−37.4% | 減碼 | 歷史 |
| APAMArtisan Partners Asset Management Inc. | CL A | 5,485 | $26.1 萬 | 0.1% | −1,552−22.1% | 減碼 | 歷史 |
| APHAmphenol Corp | CL A | 3,000 | $26.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 1,725 | $26.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BXBlackstone Inc. | COM | 2,103 | $27.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SBUXStarbucks Corp | Stock | 2,334 | $27.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GEFGreif, Inc | CL A | 4,771 | $28.8 萬 | 0.1% | −1,477−23.6% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 2,945 | $28.9 萬 | 0.1% | +131+4.7% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 3,373 | $29.0 萬 | 0.1% | +406+13.7% | 加碼 | 歷史 |
| KRKroger Co | Stock | 6,478 | $29.3 萬 | 0.1% | +138+2.2% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 983 | $29.4 萬 | 0.1% | −230−19.0% | 減碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 1,384 | $29.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TGTTarget Corp | Stock | 1,279 | $29.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HOGHarley-Davidson, Inc. | COM | 7,851 | $29.6 萬 | 0.1% | −1,280−14.0% | 減碼 | 歷史 |
| DXCDXC Technology Co | Stock | 9,217 | $29.7 萬 | 0.1% | −1,202−11.5% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V308 | BUYBACK ACHIEV | 3,082 | $29.7 萬 | 0.1% | 00.0% | 不變 | – |
| BXMXNuveen S&P 500 BuyWrite Income Fund | COM | 20,583 | $30.2 萬 | 0.1% | −3,384−14.1% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 1,417 | $30.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CCitigroup Inc | Stock | 5,077 | $30.7 萬 | 0.1% | +202+4.1% | 加碼 | 歷史 |
| NFGNational Fuel Gas Co | Stock | 4,833 | $30.9 萬 | 0.1% | +4,833 | 新進 | 歷史 |
| SNASnap-on Inc | COM | 1,440 | $31.0 萬 | 0.1% | −479−25.0% | 減碼 | 歷史 |
| TDToronto Dominion Bank | Stock | 4,061 | $31.1 萬 | 0.1% | +81+2.0% | 加碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 2,919 | $31.2 萬 | 0.1% | 00.0% | 不變 | – |
| HIHillenbrand, Inc. | COM | 6,022 | $31.3 萬 | 0.1% | −1,510−20.0% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 3,644 | $31.8 萬 | 0.1% | +34+0.9% | 加碼 | 歷史 |
| JNPRJuniper Networks Inc | COM | 8,994 | $32.1 萬 | 0.1% | −2,201−19.7% | 減碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 1,089 | $32.4 萬 | 0.1% | −39−3.5% | 減碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 1,338 | $33.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| APOApollo Global Management, Inc. | COM CL A | 4,556 | $33.0 萬 | 0.1% | +4,556 | 新進 | 歷史 |
| CCChemours Co | Stock | 9,909 | $33.3 萬 | 0.1% | −1,594−13.9% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 6,042 | $33.7 萬 | 0.1% | −333−5.2% | 減碼 | – |
| IBMInternational Business Machines Corp | Stock | 2,548 | $34.1 萬 | 0.1% | −1,665−39.5% | 減碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 6,174 | $34.3 萬 | 0.1% | −4,856−44.0% | 減碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 5,679 | $34.8 萬 | 0.1% | −142−2.4% | 減碼 | – |
| BDXBecton Dickinson & Co | Stock | 1,394 | $35.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NKENIKE, Inc. | Stock | 2,136 | $35.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| EWBCEast West Bancorp Inc | COM | 4,589 | $36.1 萬 | 0.1% | −84−1.8% | 減碼 | 歷史 |
| BDCBelden Inc. | COM | 5,536 | $36.4 萬 | 0.1% | −1,491−21.2% | 減碼 | 歷史 |
| LINLinde PLC | SHS | 1,068 | $37.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 6,217 | $38.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BLKBlackRock, Inc. | COM | 424 | $38.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IPInternational Paper Co | COM | 8,287 | $38.9 萬 | 0.1% | −3,214−27.9% | 減碼 | 歷史 |
| GOFGuggenheim Strategic Opportunities Fund | COM SBI | 21,433 | $39.3 萬 | 0.1% | +21,433 | 新進 | 歷史 |
| BACBank of America Corp | Stock | 8,918 | $39.7 萬 | 0.1% | −160−1.8% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 2,492 | $40.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,676 | $41.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 1,967 | $42.2 萬 | 0.1% | +50+2.6% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 8,270 | $43.0 萬 | 0.2% | +30.0% | 加碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 10,554 | $44.0 萬 | 0.2% | −1,528−12.6% | 減碼 | 歷史 |
| IPGInterpublic Group of Companies, Inc. | COM | 11,785 | $44.1 萬 | 0.2% | +1,496+14.5% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 5,795 | $44.4 萬 | 0.2% | +364+6.7% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,597 | $44.6 萬 | 0.2% | 00.0% | 不變 | – |
| UNPUnion Pacific Corp | Stock | 1,784 | $44.9 萬 | 0.2% | +400+28.9% | 加碼 | 歷史 |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 9,863 | $45.0 萬 | 0.2% | −763−7.2% | 減碼 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $45.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 6,791 | $45.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 160 | $46.3 萬 | 0.2% | −12−7.0% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 142 | $47.3 萬 | 0.2% | −4−2.7% | 減碼 | 歷史 |
| HUNHuntsman CORP | COM | 13,564 | $47.3 萬 | 0.2% | +887+7.0% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,743 | $48.1 萬 | 0.2% | +54+3.2% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 2,237 | $50.3 萬 | 0.2% | +4+0.2% | 加碼 | 歷史 |
| Northeast BK Portland Me66405S100 | COM | 14,103 | $50.4 萬 | 0.2% | +10.0% | 加碼 | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 1,938 | $50.5 萬 | 0.2% | 00.0% | 不變 | – |
| DOVDOVER Corp | COM | 2,803 | $50.9 萬 | 0.2% | −50−1.8% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 776 | $51.6 萬 | 0.2% | −150−16.2% | 減碼 | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 10,028 | $52.3 萬 | 0.2% | −1,042−9.4% | 減碼 | 歷史 |
| NUENucor Corp | COM | 4,595 | $52.5 萬 | 0.2% | −811−15.0% | 減碼 | 歷史 |
| ATKRAtkore Inc. | COM | 5,012 | $55.7 萬 | 0.2% | −1,165−18.9% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 9,577 | $56.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,099 | $56.9 萬 | 0.2% | −664−37.7% | 減碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 3,342 | $58.7 萬 | 0.2% | −860−20.5% | 減碼 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 4,593 | $59.3 萬 | 0.2% | −2,584−36.0% | 減碼 | – |
| SPDR Series Trust78464A607 | ST STR DOW REIT | 5,110 | $62.4 萬 | 0.2% | +5,110 | 新進 | – |
| LOWLowes Companies Inc | Stock | 2,478 | $64.1 萬 | 0.2% | −5−0.2% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 7,008 | $65.4 萬 | 0.2% | +22+0.3% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 229 | $66.3 萬 | 0.2% | −23−9.1% | 減碼 | 歷史 |
2021 年第 3 季之後清倉（9 檔）
2021 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 3 季股數 | 2021 年第 3 季市值 | 2021 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Guggenheim Enhanced Equity I40167B100 | COM | 40,600 | $37.7 萬 | 0.1% | – |
| TRNTrinity Industries Inc | COM | 11,500 | $31.2 萬 | 0.1% | 歷史 |
| BWABorgwarner Inc | COM | 6,668 | $28.8 萬 | 0.1% | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 1,274 | $25.1 萬 | 0.1% | 歷史 |
| PCARPaccar Inc | COM | 3,103 | $24.5 萬 | 0.1% | 歷史 |
| MGAMagna International Inc | COM | 2,968 | $22.3 萬 | 0.1% | 歷史 |
| UNMUnum Group | Stock | 8,867 | $22.2 萬 | 0.1% | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,431 | $21.4 萬 | 0.1% | – |
| USBUS Bancorp DE | COM NEW | 3,517 | $20.9 萬 | 0.1% | 歷史 |