Measured Wealth Private Client Group, LLC
- SEC CIK
- 0001720235
- 最新申報
- 2026/8/10
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/7/20 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 172
- 較 2023 年第 1 季 −1
- 總值
- $2.63 億
- 較 2023 年第 1 季 +$361.1 萬 (+1.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| BRKLBrookline Bancorp Inc | COM | 14,981 | $13.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PLTKPlaytika Holding Corp. | COM | 13,104 | $15.2 萬 | 0.1% | +13,104 | 新進 | 歷史 |
| APLEApple Hospitality REIT, Inc. | REIT | 12,942 | $19.6 萬 | 0.1% | +12,942 | 新進 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 933 | $20.1 萬 | 0.1% | +14+1.5% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 996 | $20.7 萬 | 0.1% | +996 | 新進 | 歷史 |
| CNQCanadian Natural Resources Ltd | COM | 3,772 | $21.2 萬 | 0.1% | +3,772 | 新進 | 歷史 |
| INGRIngredion Inc | COM | 2,028 | $21.5 萬 | 0.1% | +2,028 | 新進 | 歷史 |
| AGCOAGCO Corp | COM | 1,653 | $21.7 萬 | 0.1% | +1,653 | 新進 | 歷史 |
| KOCoca Cola Co | Stock | 3,626 | $21.8 萬 | 0.1% | +85+2.4% | 加碼 | 歷史 |
| HESMHess Midstream LP | CL A SHS | 7,234 | $22.2 萬 | 0.1% | +7,234 | 新進 | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,262 | $22.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PSXPhillips 66 | Stock | 2,395 | $22.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 2,028 | $23.0 萬 | 0.1% | 00.0% | 不變 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 488 | $23.4 萬 | 0.1% | −16−3.2% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V308 | BUYBACK ACHIEV | 2,715 | $24.3 萬 | 0.1% | 00.0% | 不變 | – |
| NKENIKE, Inc. | Stock | 2,215 | $24.4 萬 | 0.1% | +140+6.7% | 加碼 | 歷史 |
| POSTPost Holdings, Inc. | COM | 2,845 | $24.7 萬 | 0.1% | +2,845 | 新進 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 3,481 | $25.4 萬 | 0.1% | −40−1.1% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 1,037 | $25.5 萬 | 0.1% | +115+12.5% | 加碼 | 歷史 |
| APHAmphenol Corp | CL A | 3,044 | $25.9 萬 | 0.1% | +44+1.5% | 加碼 | 歷史 |
| ALSNAllison Transmission Holdings Inc | Stock | 4,629 | $26.1 萬 | 0.1% | −314−6.4% | 減碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 1,170 | $26.5 萬 | 0.1% | +58+5.2% | 加碼 | 歷史 |
| SNASnap-on Inc | COM | 930 | $26.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 8,686 | $26.9 萬 | 0.1% | +8,686 | 新進 | – |
| APDAir Products & Chemicals, Inc. | Stock | 901 | $27.0 萬 | 0.1% | +14+1.6% | 加碼 | 歷史 |
| PBFPBF Energy Inc. | CL A | 6,636 | $27.2 萬 | 0.1% | −6,229−48.4% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 1,226 | $27.2 萬 | 0.1% | +36+3.0% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,373 | $28.1 萬 | 0.1% | +63+4.8% | 加碼 | 歷史 |
| BCCBoise Cascade Co | COM | 3,124 | $28.2 萬 | 0.1% | +3,124 | 新進 | 歷史 |
| NJRNew Jersey Resources Corp | Stock | 5,988 | $28.3 萬 | 0.1% | −1,408−19.0% | 減碼 | 歷史 |
| VSHVishay Intertechnology Inc | COM | 9,965 | $29.3 萬 | 0.1% | +9,965 | 新進 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,824 | $29.6 萬 | 0.1% | 00.0% | 不變 | – |
| ITWIllinois Tool Works Inc | Stock | 1,197 | $29.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 1,231 | $30.0 萬 | 0.1% | +1,231 | 新進 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 882 | $30.1 萬 | 0.1% | −21−2.3% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 3,550 | $30.3 萬 | 0.1% | +28+0.8% | 加碼 | 歷史 |
| ESNTEssent Group Ltd. | COM | 6,478 | $30.3 萬 | 0.1% | −175−2.6% | 減碼 | 歷史 |
| SLViShares Silver Trust | ETF | 14,691 | $30.7 萬 | 0.1% | −2,523−14.7% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 833 | $30.8 萬 | 0.1% | −1,099−56.9% | 減碼 | – |
| NSPInsperity, Inc. | COM | 2,631 | $31.3 萬 | 0.1% | −275−9.5% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 454 | $31.4 萬 | 0.1% | +6+1.3% | 加碼 | 歷史 |
| MTHMeritage Homes CORP | COM | 2,236 | $31.8 萬 | 0.1% | +2,236 | 新進 | 歷史 |
| PFEPfizer Inc | Stock | 8,742 | $32.1 萬 | 0.1% | −1,079−11.0% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 7,850 | $32.6 萬 | 0.1% | +7,850 | 新進 | 歷史 |
| EDConsolidated Edison Inc | Stock | 3,639 | $32.9 萬 | 0.1% | +3,639 | 新進 | 歷史 |
| AFLAflac Inc | Stock | 4,859 | $33.9 萬 | 0.1% | −7,654−61.2% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 4,819 | $34.9 萬 | 0.1% | +4,819 | 新進 | – |
| PGProcter & Gamble Co | Stock | 2,342 | $35.5 萬 | 0.1% | +65+2.9% | 加碼 | 歷史 |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 8,490 | $35.5 萬 | 0.1% | +764+9.9% | 加碼 | – |
| BDXBecton Dickinson & Co | Stock | 1,356 | $35.8 萬 | 0.1% | +15+1.1% | 加碼 | 歷史 |
| TAPMolson Coors Beverage Co | CL B | 5,448 | $35.9 萬 | 0.1% | −365−6.3% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,691 | $37.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MSMMSC Industrial Direct Co Inc | CL A | 4,010 | $38.2 萬 | 0.1% | +4,010 | 新進 | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 815 | $38.4 萬 | 0.1% | −250−23.5% | 減碼 | 歷史 |
| CORCencora, Inc. | Stock | 2,025 | $39.0 萬 | 0.1% | +60+3.1% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 3,250 | $39.3 萬 | 0.1% | +137+4.4% | 加碼 | 歷史 |
| LENLennar Corp | CL A | 3,158 | $39.6 萬 | 0.2% | +14+0.4% | 加碼 | 歷史 |
| TKRTimken Co | COM | 4,350 | $39.8 萬 | 0.2% | +478+12.3% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 4,096 | $40.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| LINLinde PLC | Stock | 1,058 | $40.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GLPIGaming & Leisure Properties, Inc. | COM | 8,386 | $40.6 萬 | 0.2% | +8,386 | 新進 | 歷史 |
| MLIMueller Industries Inc | COM | 4,704 | $41.1 萬 | 0.2% | −31−0.7% | 減碼 | 歷史 |
| DOVDOVER Corp | COM | 2,831 | $41.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ADIAnalog Devices Inc | Stock | 2,173 | $42.3 萬 | 0.2% | −356−14.1% | 減碼 | 歷史 |
| UFPIUfp Industries Inc | COM | 4,367 | $42.4 萬 | 0.2% | +732+20.1% | 加碼 | 歷史 |
| EGEverest Group, Ltd. | COM | 1,271 | $43.5 萬 | 0.2% | +586+85.5% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 1,833 | $43.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| OCOwens Corning | Stock | 3,343 | $43.6 萬 | 0.2% | +3,343 | 新進 | 歷史 |
| AMZNAmazon Com Inc | Stock | 3,362 | $43.8 萬 | 0.2% | +299+9.8% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,029 | $44.1 萬 | 0.2% | −20−0.7% | 減碼 | 歷史 |
| TMHCTaylor Morrison Home Corp | COM | 9,040 | $44.1 萬 | 0.2% | −733−7.5% | 減碼 | 歷史 |
| CICigna Group | Stock | 1,592 | $44.7 萬 | 0.2% | +15+1.0% | 加碼 | 歷史 |
| RDNRadian Group Inc | COM | 17,695 | $44.7 萬 | 0.2% | +17,695 | 新進 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 7,046 | $45.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 1,920 | $45.2 萬 | 0.2% | 00.0% | 不變 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 6,985 | $45.7 萬 | 0.2% | −2,025−22.5% | 減碼 | – |
| MPCMarathon Petroleum Corp | Stock | 3,986 | $46.5 萬 | 0.2% | −2,025−33.7% | 減碼 | 歷史 |
| DBCInvesco DB Commodity Index Tracking Fund | UNIT | 20,648 | $46.9 萬 | 0.2% | −20,761−50.1% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 6,424 | $47.7 萬 | 0.2% | −10.0% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 2,119 | $47.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ARCCAres Capital Corp | CEF | 25,746 | $48.4 萬 | 0.2% | +3,909+17.9% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 5,962 | $48.4 萬 | 0.2% | −7,194−54.7% | 減碼 | – |
| BLDRBuilders FirstSource, Inc. | Stock | 3,583 | $48.7 萬 | 0.2% | −786−18.0% | 減碼 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 4,552 | $48.9 萬 | 0.2% | −11,338−71.4% | 減碼 | – |
| ACNAccenture plc | Stock | 1,596 | $49.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| RGAReinsurance Group of America Inc | COM NEW | 3,598 | $49.9 萬 | 0.2% | +3,598 | 新進 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 4,198 | $50.3 萬 | 0.2% | +68+1.6% | 加碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 1,756 | $51.5 萬 | 0.2% | −23−1.3% | 減碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $51.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Inc464286533 | MSCI EMERG MRKT | 9,489 | $52.2 萬 | 0.2% | −20.0% | 減碼 | – |
| TSLATesla, Inc. | Stock | 2,055 | $53.8 萬 | 0.2% | −105−4.9% | 減碼 | 歷史 |
| ONOn Semiconductor Corp | Stock | 5,715 | $54.1 萬 | 0.2% | −23−0.4% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,753 | $54.5 萬 | 0.2% | −51−2.8% | 減碼 | 歷史 |
| STNGScorpio Tankers Inc. | SHS | 11,558 | $54.6 萬 | 0.2% | +2,853+32.8% | 加碼 | 歷史 |
| FSKFS KKR Capital Corp | COM | 28,804 | $55.2 萬 | 0.2% | +5,923+25.9% | 加碼 | 歷史 |
| ACTEnact Holdings, Inc. | COM | 22,284 | $56.0 萬 | 0.2% | +12,382+125.0% | 加碼 | 歷史 |
| SPDR Series Trust78464A383 | ST STR BACKE ETF | 25,569 | $56.0 萬 | 0.2% | −211−0.8% | 減碼 | – |
| First Tr Exchange-Traded FD33733E203 | NY ARCA BIOTECH | 3,730 | $57.1 萬 | 0.2% | −9,513−71.8% | 減碼 | – |
| MDTMedtronic plc | Stock | 6,498 | $57.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ABTAbbott Laboratories | Stock | 5,261 | $57.4 萬 | 0.2% | +47+0.9% | 加碼 | 歷史 |
2023 年第 1 季之後清倉（29 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 1 季股數 | 2023 年第 1 季市值 | 2023 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| PLUGPlug Power Inc | Stock | 201,250 | $235.9 萬 | 0.9% | 歷史 |
| TRTNTriton International Ltd | CL A | 10,090 | $63.8 萬 | 0.2% | 歷史 |
| AIGAmerican International Group, Inc. | Stock | 12,041 | $60.6 萬 | 0.2% | 歷史 |
| JXNJackson Financial Inc. | COM CL A | 15,537 | $58.1 萬 | 0.2% | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 7,087 | $56.5 萬 | 0.2% | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 6,642 | $54.6 萬 | 0.2% | – |
| LYBLyondellBasell Industries N.V. | SHS - A - | 5,220 | $49.0 萬 | 0.2% | 歷史 |
| AELAmerican National Group Inc. | COM | 12,556 | $45.8 萬 | 0.2% | 歷史 |
| OZKBank OZK | COM | 12,437 | $42.5 萬 | 0.2% | 歷史 |
| ANETArista Networks, Inc. | COM | 2,068 | $34.7 萬 | 0.1% | 歷史 |
| WTFCWintrust Financial Corp | COM | 4,752 | $34.7 萬 | 0.1% | 歷史 |
| GOFGuggenheim Strategic Opportunities Fund | COM SBI | 21,433 | $34.7 萬 | 0.1% | 歷史 |
| HIGHartford Insurance Group, Inc. | Stock | 4,845 | $33.8 萬 | 0.1% | 歷史 |
| ACIAlbertsons Companies, Inc. | COMMON STOCK | 15,958 | $33.2 萬 | 0.1% | 歷史 |
| VTRSViatris Inc | Stock | 31,243 | $30.1 萬 | 0.1% | 歷史 |
| AMNAmn Healthcare Services Inc | COM | 3,614 | $30.0 萬 | 0.1% | 歷史 |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 4,709 | $29.6 萬 | 0.1% | – |
| AXSAxis Capital Holdings Ltd | SHS | 5,429 | $29.6 萬 | 0.1% | 歷史 |
| CFGCitizens Financial Group Inc | COM | 9,666 | $29.4 萬 | 0.1% | 歷史 |
| AFGAmerican Financial Group Inc | COM | 2,409 | $29.3 萬 | 0.1% | 歷史 |
| BENFranklin Templeton Inc | COM | 8,899 | $24.0 萬 | 0.1% | 歷史 |
| PSECProspect Capital Corp | COM | 34,367 | $23.9 萬 | 0.1% | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 1,000 | $22.5 萬 | 0.1% | 歷史 |
| Litman Gregory FDS Tr53700T827 | IMGP DBI MAN ETF | 8,455 | $22.2 萬 | 0.1% | – |
| HRBH&R Block Inc | COM | 6,283 | $22.1 萬 | 0.1% | 歷史 |
| JEFJefferies Financial Group Inc. | COM | 6,655 | $21.1 萬 | 0.1% | 歷史 |
| Invesco Exchange Traded FD T46137V340 | S&P500 EQL FIN | 4,106 | $20.7 萬 | 0.1% | – |
| EWBCEast West Bancorp Inc | COM | 3,687 | $20.5 萬 | 0.1% | 歷史 |
| Lumiradx LimitedG5709L109 | SHS | 50,000 | $2.33 萬 | <0.1% | – |