Measured Wealth Private Client Group, LLC
- SEC CIK
- 0001720235
- 最新申報
- 2026/8/10
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/7/25 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 174
- 較 2022 年第 1 季 +4
- 總值
- $2.26 億
- 較 2022 年第 1 季 −$4,557 萬 (−16.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Lumiradx LimitedG5709L109 | SHS | 30,000 | $8.00 萬 | <0.1% | +30,000 | 新進 | – |
| LUMNLumen Technologies, Inc. | Stock | 10,307 | $11.2 萬 | <0.1% | +10,307 | 新進 | 歷史 |
| BXMXNuveen S&P 500 BuyWrite Income Fund | COM | 12,355 | $15.3 萬 | 0.1% | −7,744−38.5% | 減碼 | 歷史 |
| BRKLBrookline Bancorp Inc | COM | 14,981 | $19.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MEOHMethanex Corp | COM | 5,221 | $20.0 萬 | 0.1% | +5,221 | 新進 | 歷史 |
| ACIAlbertsons Companies, Inc. | COMMON STOCK | 7,529 | $20.1 萬 | 0.1% | +7,529 | 新進 | 歷史 |
| AMNAmn Healthcare Services Inc | COM | 1,851 | $20.3 萬 | 0.1% | +1,851 | 新進 | 歷史 |
| HIGHartford Insurance Group, Inc. | Stock | 3,178 | $20.8 萬 | 0.1% | +3,178 | 新進 | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,352 | $20.8 萬 | 0.1% | −463−25.5% | 減碼 | 歷史 |
| NXSTNexstar Media Group, Inc. | COMMON STOCK | 1,276 | $20.8 萬 | 0.1% | +1,276 | 新進 | 歷史 |
| MATXMatson, Inc. | COM | 2,862 | $20.9 萬 | 0.1% | +2,862 | 新進 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 2,104 | $21.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V308 | BUYBACK ACHIEV | 2,732 | $21.2 萬 | 0.1% | −350−11.4% | 減碼 | – |
| BACBank of America Corp | Stock | 6,827 | $21.3 萬 | 0.1% | −914−11.8% | 減碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 970 | $21.5 萬 | 0.1% | −130−11.8% | 減碼 | 歷史 |
| BECNQxo Building Products, Inc. | COM | 4,178 | $21.5 萬 | 0.1% | +4,178 | 新進 | 歷史 |
| PDCEPDC Energy, Inc. | COM | 3,496 | $21.5 萬 | 0.1% | +3,496 | 新進 | 歷史 |
| CFCF Industries Holdings, Inc. | COM | 2,517 | $21.6 萬 | 0.1% | +2,517 | 新進 | 歷史 |
| AFLAflac Inc | Stock | 3,943 | $21.8 萬 | 0.1% | −225−5.4% | 減碼 | 歷史 |
| BPOPPopular, Inc. | COM NEW | 2,834 | $21.8 萬 | 0.1% | +2,834 | 新進 | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 1,305 | $21.9 萬 | 0.1% | +350+36.6% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 1,260 | $21.9 萬 | 0.1% | +180+16.7% | 加碼 | 歷史 |
| ARWArrow Electronics, Inc. | COM | 1,966 | $22.0 萬 | 0.1% | +1,966 | 新進 | 歷史 |
| AITApplied Industrial Technologies Inc | COM | 2,300 | $22.1 萬 | 0.1% | +2,300 | 新進 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 920 | $22.2 萬 | 0.1% | −64−6.5% | 減碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 927 | $22.3 萬 | 0.1% | +927 | 新進 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 542 | $22.4 萬 | 0.1% | −226−29.4% | 減碼 | 歷史 |
| UNMUnum Group | Stock | 6,622 | $22.5 萬 | 0.1% | +6,622 | 新進 | 歷史 |
| WTFCWintrust Financial Corp | COM | 2,804 | $22.5 萬 | 0.1% | +2,804 | 新進 | 歷史 |
| NKENIKE, Inc. | Stock | 2,270 | $23.2 萬 | 0.1% | +134+6.3% | 加碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 2,004 | $23.6 萬 | 0.1% | +2,004 | 新進 | – |
| CICigna Group | Stock | 899 | $23.7 萬 | 0.1% | +899 | 新進 | 歷史 |
| ONOn Semiconductor Corp | Stock | 4,727 | $23.8 萬 | 0.1% | +834+21.4% | 加碼 | 歷史 |
| EWBCEast West Bancorp Inc | COM | 3,678 | $23.8 萬 | 0.1% | −270−6.8% | 減碼 | 歷史 |
| MOSMosaic Co | COM | 5,056 | $23.9 萬 | 0.1% | +622+14.0% | 加碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 3,881 | $24.1 萬 | 0.1% | −38−1.0% | 減碼 | 歷史 |
| REGRegency Centers Corp | COM | 4,090 | $24.3 萬 | 0.1% | +543+15.3% | 加碼 | 歷史 |
| AGCOAGCO Corp | COM | 2,461 | $24.3 萬 | 0.1% | +1,030+72.0% | 加碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 2,919 | $24.5 萬 | 0.1% | 00.0% | 不變 | – |
| KOCoca Cola Co | Stock | 3,918 | $24.6 萬 | 0.1% | +49+1.3% | 加碼 | 歷史 |
| ANAutonation, Inc. | COM | 2,235 | $25.0 萬 | 0.1% | +170+8.2% | 加碼 | 歷史 |
| MCKMcKesson Corp | Stock | 781 | $25.5 萬 | 0.1% | +781 | 新進 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 1,416 | $25.8 萬 | 0.1% | +78+5.8% | 加碼 | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 9,539 | $26.1 萬 | 0.1% | +9,539 | 新進 | – |
| QCOMQualcomm Inc | Stock | 2,118 | $27.1 萬 | 0.1% | +2,118 | 新進 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 1,222 | $27.8 萬 | 0.1% | +124+11.3% | 加碼 | 歷史 |
| MMacy's, Inc. | COM | 15,160 | $27.8 萬 | 0.1% | +15,160 | 新進 | 歷史 |
| BLKBlackRock, Inc. | COM | 462 | $28.1 萬 | 0.1% | +38+9.0% | 加碼 | 歷史 |
| METMetlife Inc | Stock | 4,562 | $28.6 萬 | 0.1% | +4,562 | 新進 | 歷史 |
| Litman Gregory FDS Tr53700T827 | IMGP DBI MAN ETF | 8,836 | $28.6 萬 | 0.1% | +8,836 | 新進 | – |
| OVVOvintiv Inc. | COM | 6,520 | $28.8 萬 | 0.1% | +2,399+58.2% | 加碼 | 歷史 |
| HIHillenbrand, Inc. | COM | 7,080 | $29.0 萬 | 0.1% | +630+9.8% | 加碼 | 歷史 |
| OCOwens Corning | Stock | 3,919 | $29.1 萬 | 0.1% | +1,248+46.7% | 加碼 | 歷史 |
| SAFMSanderson Farms Inc | COM | 1,356 | $29.2 萬 | 0.1% | +1,356 | 新進 | 歷史 |
| DXCDXC Technology Co | Stock | 9,672 | $29.3 萬 | 0.1% | −122−1.2% | 減碼 | 歷史 |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 7,148 | $29.8 萬 | 0.1% | −1,096−13.3% | 減碼 | – |
| UNPUnion Pacific Corp | Stock | 1,414 | $30.2 萬 | 0.1% | +30+2.2% | 加碼 | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 786 | $30.3 萬 | 0.1% | +84+12.0% | 加碼 | 歷史 |
| CCChemours Co | Stock | 9,498 | $30.4 萬 | 0.1% | −1,389−12.8% | 減碼 | 歷史 |
| LINLinde PLC | SHS | 1,058 | $30.4 萬 | 0.1% | −10−0.9% | 減碼 | 歷史 |
| LYBLyondellBasell Industries N.V. | SHS - A - | 3,531 | $30.9 萬 | 0.1% | +3,531 | 新進 | 歷史 |
| STLDSteel Dynamics Inc | COM | 4,666 | $30.9 萬 | 0.1% | +1,241+36.2% | 加碼 | 歷史 |
| BDCBelden Inc. | COM | 5,882 | $31.3 萬 | 0.1% | +199+3.5% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 1,319 | $32.1 萬 | 0.1% | −89−6.3% | 減碼 | 歷史 |
| IMOImperial Oil Ltd | COM NEW | 6,926 | $32.6 萬 | 0.1% | +1,059+18.1% | 加碼 | 歷史 |
| AFGAmerican Financial Group Inc | COM | 2,368 | $32.9 萬 | 0.1% | +544+29.8% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,208 | $33.0 萬 | 0.1% | −60−4.7% | 減碼 | 歷史 |
| BENFranklin Templeton Inc | COM | 14,227 | $33.2 萬 | 0.1% | −4,704−24.8% | 減碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 1,351 | $33.3 萬 | 0.1% | −20−1.5% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 3,142 | $33.4 萬 | 0.1% | −378−10.7% | 減碼依 20 比 1 拆股換算 | 歷史 |
| DOVDOVER Corp | COM | 2,765 | $33.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 1,621 | $34.0 萬 | 0.2% | +566+53.6% | 加碼 | 歷史 |
| GOFGuggenheim Strategic Opportunities Fund | COM SBI | 21,433 | $34.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ATKRAtkore Inc. | COM | 4,175 | $34.7 萬 | 0.2% | −872−17.3% | 減碼 | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 1,920 | $34.9 萬 | 0.2% | −18−0.9% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 2,434 | $35.0 萬 | 0.2% | +60+2.5% | 加碼 | 歷史 |
| DOWDow Inc. | Stock | 6,817 | $35.2 萬 | 0.2% | +6,817 | 新進 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,691 | $35.5 萬 | 0.2% | +15+0.9% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 545 | $36.7 萬 | 0.2% | −608−52.7% | 減碼 | 歷史 |
| KRKroger Co | Stock | 7,788 | $36.9 萬 | 0.2% | +1,533+24.5% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 5,970 | $37.0 萬 | 0.2% | −2,631−30.6% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,613 | $37.5 萬 | 0.2% | +16+0.6% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 6,167 | $38.5 萬 | 0.2% | +3,129+103.0% | 加碼 | – |
| TDToronto Dominion Bank | Stock | 5,927 | $38.9 萬 | 0.2% | +1,372+30.1% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 4,096 | $39.4 萬 | 0.2% | +280+7.3% | 加碼 | 歷史 |
| CFGCitizens Financial Group Inc | COM | 11,056 | $39.5 萬 | 0.2% | −8,447−43.3% | 減碼 | 歷史 |
| BRSLBrightstar Lottery PLC | SHS USD | 21,390 | $39.7 萬 | 0.2% | +8,411+64.8% | 加碼 | 歷史 |
| NUENucor Corp | COM | 3,883 | $40.5 萬 | 0.2% | −650−14.3% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 2,324 | $40.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ADIAnalog Devices Inc | Stock | 2,789 | $40.7 萬 | 0.2% | −116−4.0% | 減碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $40.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 6,538 | $41.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CMCSAComcast Corp | Stock | 10,787 | $42.3 萬 | 0.2% | −930−7.9% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 2,157 | $42.5 萬 | 0.2% | +725+50.6% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 195 | $42.7 萬 | 0.2% | +95+95.0% | 加碼 | 歷史 |
| AVTAvnet Inc | COM | 9,963 | $42.7 萬 | 0.2% | +9,963 | 新進 | 歷史 |
| VZVerizon Communications Inc | Stock | 8,434 | $42.8 萬 | 0.2% | +818+10.7% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,653 | $42.8 萬 | 0.2% | +17+0.6% | 加碼 | 歷史 |
| SPDR Series Trust78464A292 | ST STR PFD ETF | 12,866 | $46.1 萬 | 0.2% | −8,403−39.5% | 減碼 | – |
| AIGAmerican International Group, Inc. | Stock | 9,045 | $46.2 萬 | 0.2% | +4,919+119.2% | 加碼 | 歷史 |
2022 年第 1 季之後清倉（34 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| FCXFreeport-McMoran Inc | Stock | 10,197 | $50.7 萬 | 0.2% | 歷史 |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 3,681 | $37.7 萬 | 0.1% | – |
| JNPRJuniper Networks Inc | COM | 10,136 | $37.7 萬 | 0.1% | 歷史 |
| IPGInterpublic Group of Companies, Inc. | COM | 10,372 | $36.8 萬 | 0.1% | 歷史 |
| RRyder System Inc | COM | 4,450 | $35.3 萬 | 0.1% | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 20,597 | $34.4 萬 | 0.1% | 歷史 |
| SPDR Series Trust78464A607 | ST STR DOW REIT | 2,701 | $31.7 萬 | 0.1% | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 5,711 | $30.3 萬 | 0.1% | – |
| FNFFidelity National Financial, Inc. | COM SHS | 5,921 | $28.9 萬 | 0.1% | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 2,308 | $28.8 萬 | 0.1% | – |
| TGTTarget Corp | Stock | 1,322 | $28.1 萬 | 0.1% | 歷史 |
| BXBlackstone Inc. | COM | 2,103 | $26.7 萬 | 0.1% | 歷史 |
| IPInternational Paper Co | COM | 5,746 | $26.5 萬 | 0.1% | 歷史 |
| FAFFirst American Financial Corp | Stock | 3,974 | $25.8 萬 | 0.1% | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 4,464 | $25.7 萬 | 0.1% | – |
| NSANational Storage Affiliates Trust | COM SHS BEN IN | 4,093 | $25.7 萬 | 0.1% | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 1,608 | $25.0 萬 | 0.1% | – |
| KLACKLA Corp | COM NEW | 678 | $24.8 萬 | 0.1% | 歷史 |
| CUBECubeSmart | REIT | 4,752 | $24.7 萬 | 0.1% | 歷史 |
| PAYXPaychex Inc | Stock | 1,768 | $24.1 萬 | 0.1% | 歷史 |
| RHIRobert Half Inc. | COM | 2,082 | $23.8 萬 | 0.1% | 歷史 |
| JLLJones Lang Lasalle Inc | COM | 972 | $23.3 萬 | 0.1% | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,745 | $22.7 萬 | 0.1% | 歷史 |
| APHAmphenol Corp | CL A | 3,000 | $22.6 萬 | 0.1% | 歷史 |
| SPGSimon Property Group Inc. | REIT | 1,675 | $22.0 萬 | 0.1% | 歷史 |
| LENLennar Corp | CL A | 2,707 | $22.0 萬 | 0.1% | 歷史 |
| SNASnap-on Inc | COM | 1,062 | $21.8 萬 | 0.1% | 歷史 |
| OSKOshkosh Corp | COM | 2,159 | $21.7 萬 | 0.1% | 歷史 |
| PSXPhillips 66 | Stock | 2,452 | $21.2 萬 | 0.1% | 歷史 |
| SOSouthern Co | Stock | 2,897 | $21.0 萬 | 0.1% | 歷史 |
| SBUXStarbucks Corp | Stock | 2,261 | $20.6 萬 | 0.1% | 歷史 |
| FDSFactset Research Systems Inc | Stock | 469 | $20.4 萬 | 0.1% | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 1,500 | $20.0 萬 | 0.1% | 歷史 |
| FCELFuelcell Energy Inc | COM | 11,749 | $6.80 萬 | <0.1% | 歷史 |