Measured Wealth Private Client Group, LLC
- SEC CIK
- 0001720235
- 最新申報
- 2026/8/10
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/5/3 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 170
- 較 2021 年第 4 季 +11
- 總值
- $2.72 億
- 較 2021 年第 4 季 −$1,093 萬 (−3.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| LINLinde PLC | SHS | 1,068 | $34.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,815 | $33.3 萬 | 0.1% | −1,900−51.1% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 424 | $32.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DXCDXC Technology Co | Stock | 9,794 | $32.0 萬 | 0.1% | +577+6.3% | 加碼 | 歷史 |
| BRSLBrightstar Lottery PLC | SHS USD | 12,979 | $32.0 萬 | 0.1% | +5,128+65.3% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 7,741 | $31.9 萬 | 0.1% | −1,177−13.2% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 1,432 | $31.8 萬 | 0.1% | +15+1.1% | 加碼 | 歷史 |
| SPDR Series Trust78464A607 | ST STR DOW REIT | 2,701 | $31.7 萬 | 0.1% | −2,409−47.1% | 減碼 | – |
| BDCBelden Inc. | COM | 5,683 | $31.5 萬 | 0.1% | +147+2.7% | 加碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 1,098 | $31.3 萬 | 0.1% | +9+0.8% | 加碼 | 歷史 |
| EWBCEast West Bancorp Inc | COM | 3,948 | $31.2 萬 | 0.1% | −641−14.0% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 5,711 | $30.3 萬 | 0.1% | −331−5.5% | 減碼 | – |
| MOSMosaic Co | COM | 4,434 | $29.5 萬 | 0.1% | +4,434 | 新進 | 歷史 |
| EGEverest Group, Ltd. | COM | 978 | $29.5 萬 | 0.1% | +978 | 新進 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 2,919 | $29.5 萬 | 0.1% | 00.0% | 不變 | – |
| FNFFidelity National Financial, Inc. | COM SHS | 5,921 | $28.9 萬 | 0.1% | +5,921 | 新進 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 2,308 | $28.8 萬 | 0.1% | −2,285−49.7% | 減碼 | – |
| NKENIKE, Inc. | Stock | 2,136 | $28.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| STLDSteel Dynamics Inc | COM | 3,425 | $28.6 萬 | 0.1% | +3,425 | 新進 | 歷史 |
| BXMXNuveen S&P 500 BuyWrite Income Fund | COM | 20,099 | $28.6 萬 | 0.1% | −484−2.4% | 減碼 | 歷史 |
| HIHillenbrand, Inc. | COM | 6,450 | $28.5 萬 | 0.1% | +428+7.1% | 加碼 | 歷史 |
| IMOImperial Oil Ltd | COM NEW | 5,867 | $28.3 萬 | 0.1% | +5,867 | 新進 | 歷史 |
| TGTTarget Corp | Stock | 1,322 | $28.1 萬 | 0.1% | +43+3.4% | 加碼 | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 702 | $28.0 萬 | 0.1% | +702 | 新進 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 1,338 | $28.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 100 | $27.9 萬 | 0.1% | −60−37.5% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V308 | BUYBACK ACHIEV | 3,082 | $27.9 萬 | 0.1% | 00.0% | 不變 | – |
| AFLAflac Inc | Stock | 4,168 | $26.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| JBLJabil Inc | Stock | 4,321 | $26.7 萬 | 0.1% | +4,321 | 新進 | 歷史 |
| BXBlackstone Inc. | COM | 2,103 | $26.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AFGAmerican Financial Group Inc | COM | 1,824 | $26.6 萬 | 0.1% | +1,824 | 新進 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 1,100 | $26.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IPInternational Paper Co | COM | 5,746 | $26.5 萬 | 0.1% | −2,541−30.7% | 減碼 | 歷史 |
| AIGAmerican International Group, Inc. | Stock | 4,126 | $25.9 萬 | 0.1% | +4,126 | 新進 | 歷史 |
| FAFFirst American Financial Corp | Stock | 3,974 | $25.8 萬 | 0.1% | +3,974 | 新進 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 4,464 | $25.7 萬 | 0.1% | −1,215−21.4% | 減碼 | – |
| NSANational Storage Affiliates Trust | COM SHS BEN IN | 4,093 | $25.7 萬 | 0.1% | +4,093 | 新進 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 1,055 | $25.6 萬 | 0.1% | +1,055 | 新進 | 歷史 |
| REGRegency Centers Corp | COM | 3,547 | $25.3 萬 | 0.1% | +3,547 | 新進 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 1,608 | $25.0 萬 | 0.1% | 00.0% | 不變 | – |
| KLACKLA Corp | COM NEW | 678 | $24.8 萬 | 0.1% | +678 | 新進 | 歷史 |
| CUBECubeSmart | REIT | 4,752 | $24.7 萬 | 0.1% | +4,752 | 新進 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 3,919 | $24.6 萬 | 0.1% | +105+2.8% | 加碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 984 | $24.4 萬 | 0.1% | −400−28.9% | 減碼 | 歷史 |
| OCOwens Corning | Stock | 2,671 | $24.4 萬 | 0.1% | +2,671 | 新進 | 歷史 |
| ONOn Semiconductor Corp | Stock | 3,893 | $24.4 萬 | 0.1% | +3,893 | 新進 | 歷史 |
| PAYXPaychex Inc | Stock | 1,768 | $24.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 3,869 | $24.0 萬 | 0.1% | −95−2.4% | 減碼 | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 955 | $23.9 萬 | 0.1% | +955 | 新進 | 歷史 |
| RHIRobert Half Inc. | COM | 2,082 | $23.8 萬 | 0.1% | +2,082 | 新進 | 歷史 |
| BRKLBrookline Bancorp Inc | COM | 14,981 | $23.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| JLLJones Lang Lasalle Inc | COM | 972 | $23.3 萬 | 0.1% | +972 | 新進 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,745 | $22.7 萬 | 0.1% | −803−31.5% | 減碼 | 歷史 |
| APHAmphenol Corp | CL A | 3,000 | $22.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 3,038 | $22.4 萬 | 0.1% | −191−5.9% | 減碼 | – |
| OVVOvintiv Inc. | COM | 4,121 | $22.3 萬 | 0.1% | +4,121 | 新進 | 歷史 |
| SPGSimon Property Group Inc. | REIT | 1,675 | $22.0 萬 | 0.1% | +1,675 | 新進 | 歷史 |
| LENLennar Corp | CL A | 2,707 | $22.0 萬 | 0.1% | +2,707 | 新進 | 歷史 |
| SNASnap-on Inc | COM | 1,062 | $21.8 萬 | 0.1% | −378−26.3% | 減碼 | 歷史 |
| OSKOshkosh Corp | COM | 2,159 | $21.7 萬 | 0.1% | +2,159 | 新進 | 歷史 |
| PSXPhillips 66 | Stock | 2,452 | $21.2 萬 | 0.1% | +2,452 | 新進 | 歷史 |
| SOSouthern Co | Stock | 2,897 | $21.0 萬 | 0.1% | −70−2.4% | 減碼 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 2,104 | $21.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HONHoneywell International Inc | COM | 1,080 | $21.0 萬 | 0.1% | −127−10.5% | 減碼 | 歷史 |
| AGCOAGCO Corp | COM | 1,431 | $20.9 萬 | 0.1% | +1,431 | 新進 | 歷史 |
| SBUXStarbucks Corp | Stock | 2,261 | $20.6 萬 | 0.1% | −73−3.1% | 減碼 | 歷史 |
| ANAutonation, Inc. | COM | 2,065 | $20.6 萬 | 0.1% | +2,065 | 新進 | 歷史 |
| FDSFactset Research Systems Inc | Stock | 469 | $20.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 1,500 | $20.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FCELFuelcell Energy Inc | COM | 11,749 | $6.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2021 年第 4 季之後清倉（22 檔）
2021 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 4 季股數 | 2021 年第 4 季市值 | 2021 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 36,636 | $174.1 萬 | 0.6% | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 11,178 | $165.6 萬 | 0.6% | – |
| NFLXNetflix Inc | Stock | 1,792 | $108.0 萬 | 0.4% | 歷史 |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 18,550 | $95.9 萬 | 0.3% | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 13,663 | $82.0 萬 | 0.3% | – |
| APOApollo Global Management, Inc. | COM CL A | 4,556 | $33.0 萬 | 0.1% | 歷史 |
| ORCLOracle Corp | Stock | 3,644 | $31.8 萬 | 0.1% | 歷史 |
| CCitigroup Inc | Stock | 5,077 | $30.7 萬 | 0.1% | 歷史 |
| HOGHarley-Davidson, Inc. | COM | 7,851 | $29.6 萬 | 0.1% | 歷史 |
| MSMorgan Stanley | Stock | 2,945 | $28.9 萬 | 0.1% | 歷史 |
| GEFGreif, Inc | CL A | 4,771 | $28.8 萬 | 0.1% | 歷史 |
| DISWalt Disney Co | Stock | 1,725 | $26.7 萬 | 0.1% | 歷史 |
| APAMArtisan Partners Asset Management Inc. | CL A | 5,485 | $26.1 萬 | 0.1% | 歷史 |
| EMREmerson Electric Co | Stock | 2,791 | $26.0 萬 | 0.1% | 歷史 |
| MMM3M Co | Stock | 1,388 | $24.7 萬 | 0.1% | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 2,060 | $24.0 萬 | 0.1% | – |
| AVYAvery Dennison Corp | COM | 1,032 | $22.4 萬 | 0.1% | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 724 | $22.0 萬 | 0.1% | 歷史 |
| CMICummins Inc | Stock | 1,008 | $22.0 萬 | 0.1% | 歷史 |
| BAHBooz Allen Hamilton Holding Corp | CL A | 2,584 | $21.9 萬 | 0.1% | 歷史 |
| AMTAmerican Tower Corp | REIT | 736 | $21.5 萬 | 0.1% | 歷史 |
| ProShares Tr74347B201 | PSHS ULTSH 20YRS | 10,643 | $18.0 萬 | 0.1% | – |