Measured Wealth Private Client Group, LLC
- SEC CIK
- 0001720235
- 最新申報
- 2026/8/10
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/13 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 179
- 較 2025 年第 1 季 +9
- 總值
- $3.34 億
- 較 2025 年第 1 季 +$2,269 萬 (+7.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| VTRSViatris Inc | Stock | 10,723 | $9.58 萬 | <0.1% | −25,558−70.4% | 減碼 | 歷史 |
| BRKLBrookline Bancorp Inc | COM | 11,162 | $11.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 2,508 | $20.0 萬 | 0.1% | −149−5.6% | 減碼 | – |
| RITMRithm Capital Corp. | REIT | 17,862 | $20.2 萬 | 0.1% | +3,639+25.6% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 1,094 | $20.4 萬 | 0.1% | +1,094 | 新進 | 歷史 |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 11,594 | $20.6 萬 | 0.1% | −1,347−10.4% | 減碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 1,529 | $20.6 萬 | 0.1% | +1,529 | 新進 | – |
| APDAir Products & Chemicals, Inc. | Stock | 737 | $20.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 926 | $21.0 萬 | 0.1% | +926 | 新進 | 歷史 |
| CAHCardinal Health Inc | Stock | 1,254 | $21.1 萬 | 0.1% | +1,254 | 新進 | 歷史 |
| CACCamden National Corp | COM | 5,297 | $21.5 萬 | 0.1% | +3+0.1% | 加碼 | 歷史 |
| LENLennar Corp | CL A | 2,000 | $22.1 萬 | 0.1% | −2,482−55.4% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 3,152 | $22.3 萬 | 0.1% | +3,152 | 新進 | 歷史 |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 2,598 | $22.6 萬 | 0.1% | +2+0.1% | 加碼 | – |
| GILDGilead Sciences, Inc. | Stock | 2,072 | $23.0 萬 | 0.1% | −11−0.5% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,129 | $23.1 萬 | 0.1% | 00.0% | 不變 | – |
| PHMPultegroup Inc | COM | 2,223 | $23.4 萬 | 0.1% | −1,321−37.3% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 4,983 | $23.6 萬 | 0.1% | +4,983 | 新進 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 959 | $23.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 959 | $24.1 萬 | 0.1% | −2−0.2% | 減碼 | 歷史 |
| PAYXPaychex Inc | Stock | 1,674 | $24.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 953 | $24.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 3,008 | $25.1 萬 | 0.1% | −36−1.2% | 減碼 | – |
| MRKMerck & Co., Inc. | Stock | 3,175 | $25.1 萬 | 0.1% | +584+22.5% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 905 | $25.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 337 | $26.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PSXPhillips 66 | Stock | 2,241 | $26.7 萬 | 0.1% | −7−0.3% | 減碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 846 | $27.3 萬 | 0.1% | +846 | 新進 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,552 | $27.3 萬 | 0.1% | +1,552 | 新進 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,746 | $27.8 萬 | 0.1% | +222+14.6% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 965 | $28.2 萬 | 0.1% | +234+32.0% | 加碼 | 歷史 |
| DJPBarclays Bank PLC | DJUBS CMDT ETN36 | 8,364 | $28.4 萬 | 0.1% | −41−0.5% | 減碼 | 歷史 |
| APAMArtisan Partners Asset Management Inc. | CL A | 6,463 | $28.7 萬 | 0.1% | −7,558−53.9% | 減碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 984 | $28.7 萬 | 0.1% | +239+32.1% | 加碼 | 歷史 |
| LNCLincoln National Corp | COM | 8,373 | $29.0 萬 | 0.1% | +1,805+27.5% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 4,288 | $29.8 萬 | 0.1% | −20.0% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 307 | $30.4 萬 | 0.1% | +307 | 新進 | 歷史 |
| ABTAbbott Laboratories | Stock | 2,241 | $30.5 萬 | 0.1% | −90−3.9% | 減碼 | 歷史 |
| JHGJanus Henderson Group Ltd. | ORD SHS | 7,861 | $30.5 萬 | 0.1% | −23,644−75.0% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 294 | $30.8 萬 | 0.1% | −2−0.7% | 減碼 | 歷史 |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 3,984 | $31.6 萬 | 0.1% | −2−0.1% | 減碼 | – |
| AFLAflac Inc | Stock | 3,015 | $31.8 萬 | 0.1% | −10−0.3% | 減碼 | 歷史 |
| BAPCredicorp Ltd | COM | 1,429 | $31.9 萬 | 0.1% | +1,429 | 新進 | 歷史 |
| SBSCompanhia de Saneamento Basico Do Estado de Sao Paulo-Sabesp | SPONSORED ADR | 14,560 | $32.0 萬 | 0.1% | +14,560 | 新進 | 歷史 |
| KDKyndryl Holdings, Inc. | Stock | 7,859 | $33.0 萬 | 0.1% | +7,859 | 新進 | 歷史 |
| CATCaterpillar Inc | Stock | 852 | $33.1 萬 | 0.1% | −464−35.3% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V308 | BUYBACK ACHIEV | 2,691 | $33.3 萬 | 0.1% | 00.0% | 不變 | – |
| PEPPepsiCo Inc | Stock | 2,601 | $34.3 萬 | 0.1% | −14−0.5% | 減碼 | 歷史 |
| GFFGriffon Corp | COM | 4,768 | $34.5 萬 | 0.1% | +193+4.2% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 717 | $34.8 萬 | 0.1% | −6−0.8% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 955 | $35.0 萬 | 0.1% | +220+29.9% | 加碼 | 歷史 |
| BTSGBrightSpring Health Services, Inc. | COM | 14,871 | $35.1 萬 | 0.1% | +14,871 | 新進 | 歷史 |
| TTMITTM Technologies Inc | COM | 8,652 | $35.3 萬 | 0.1% | +8,652 | 新進 | 歷史 |
| OHIOmega Healthcare Investors Inc | COM | 9,784 | $35.9 萬 | 0.1% | +9,784 | 新進 | 歷史 |
| HIGHartford Insurance Group, Inc. | Stock | 2,848 | $36.1 萬 | 0.1% | +2,848 | 新進 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 11,865 | $36.4 萬 | 0.1% | +30.0% | 加碼 | – |
| CNACna Financial Corp | COM | 7,970 | $37.1 萬 | 0.1% | −7,391−48.1% | 減碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 1,572 | $37.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 665 | $37.8 萬 | 0.1% | 00.0% | 不變 | – |
| ACNAccenture plc | Stock | 1,271 | $38.0 萬 | 0.1% | +72+6.0% | 加碼 | 歷史 |
| SLViShares Silver Trust | ETF | 11,783 | $38.7 萬 | 0.1% | +11,783 | 新進 | 歷史 |
| VVisa Inc. | Stock | 1,094 | $38.8 萬 | 0.1% | +270+32.8% | 加碼 | 歷史 |
| GMGeneral Motors Co | COM | 8,004 | $39.4 萬 | 0.1% | −8,758−52.2% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,831 | $40.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MSMorgan Stanley | Stock | 2,921 | $41.1 萬 | 0.1% | +567+24.1% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 558 | $41.2 萬 | 0.1% | +558 | 新進 | 歷史 |
| LINLinde PLC | Stock | 906 | $42.5 萬 | 0.1% | −2−0.2% | 減碼 | 歷史 |
| CIBGrupo Cibest S.A. | SPON ADS | 9,446 | $43.6 萬 | 0.1% | −102−1.1% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 6,291 | $43.6 萬 | 0.1% | +978+18.4% | 加碼 | 歷史 |
| EBAYeBay Inc | COM | 5,918 | $44.1 萬 | 0.1% | −378−6.0% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,432 | $44.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DOVDOVER Corp | COM | 2,443 | $44.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CVSACovista Inc. | COM | 3,560 | $45.3 萬 | 0.1% | +1,033+40.9% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,145 | $47.1 萬 | 0.1% | +632+41.8% | 加碼 | 歷史 |
| KRKroger Co | Stock | 6,590 | $47.3 萬 | 0.1% | −597−8.3% | 減碼 | 歷史 |
| MCKMcKesson Corp | Stock | 646 | $47.3 萬 | 0.1% | −55−7.8% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,567 | $47.6 萬 | 0.1% | −15−0.6% | 減碼 | 歷史 |
| AXSAxis Capital Holdings Ltd | SHS | 4,710 | $48.9 萬 | 0.1% | −5−0.1% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,573 | $49.1 萬 | 0.1% | +167+11.9% | 加碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 1,173 | $49.3 萬 | 0.1% | −6−0.5% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 3,396 | $49.6 萬 | 0.1% | +478+16.4% | 加碼 | 歷史 |
| BPOPPopular, Inc. | COM NEW | 4,585 | $50.5 萬 | 0.2% | +4,585 | 新進 | 歷史 |
| JAZZJazz Pharmaceuticals plc | SHS USD | 4,855 | $51.5 萬 | 0.2% | +1,554+47.1% | 加碼 | 歷史 |
| BMAMacro Bank Inc. | SPON ADR B | 7,365 | $51.7 萬 | 0.2% | +7,365 | 新進 | 歷史 |
| ITRIItron, Inc. | COM | 3,940 | $51.9 萬 | 0.2% | +3,940 | 新進 | 歷史 |
| SANMSanmina Corp | COM | 5,466 | $53.5 萬 | 0.2% | +2,057+60.3% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 3,521 | $53.8 萬 | 0.2% | +157+4.7% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 19,024 | $55.1 萬 | 0.2% | +1,057+5.9% | 加碼 | 歷史 |
| IPInternational Paper Co | COM | 11,903 | $55.7 萬 | 0.2% | −7,508−38.7% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 6,400 | $55.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PLMRPalomar Holdings, Inc. | Stock | 3,669 | $56.6 萬 | 0.2% | +321+9.6% | 加碼 | 歷史 |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 9,381 | $57.2 萬 | 0.2% | +197+2.1% | 加碼 | – |
| CALMCal-Maine Foods Inc | COM NEW | 5,799 | $57.8 萬 | 0.2% | +5,799 | 新進 | 歷史 |
| DORMDorman Products, Inc. | COM | 4,752 | $58.3 萬 | 0.2% | +829+21.1% | 加碼 | 歷史 |
| APHAmphenol Corp | CL A | 5,998 | $59.2 萬 | 0.2% | −10.0% | 減碼 | 歷史 |
| EXELExelixis, Inc. | COM | 13,558 | $59.8 萬 | 0.2% | +2,112+18.5% | 加碼 | 歷史 |
| JBLJabil Inc | Stock | 2,764 | $60.3 萬 | 0.2% | −2−0.1% | 減碼 | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 9,510 | $60.6 萬 | 0.2% | −295−3.0% | 減碼 | – |
| IBMInternational Business Machines Corp | Stock | 2,078 | $61.2 萬 | 0.2% | +394+23.4% | 加碼 | 歷史 |
| TYLTyler Technologies Inc | COM | 1,064 | $63.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
2025 年第 1 季之後清倉（19 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| UHSUniversal Health Services Inc | CL B | 4,012 | $75.4 萬 | 0.2% | 歷史 |
| AYIAcuity Inc. (DE) | Stock | 2,801 | $73.8 萬 | 0.2% | 歷史 |
| SFStifel Financial Corp | COM | 7,802 | $73.5 萬 | 0.2% | 歷史 |
| Invesco Exchange Traded FD T46137V332 | S&P500 EQL HLT | 20,148 | $59.9 萬 | 0.2% | – |
| ACIWAci Worldwide, Inc. | Stock | 9,078 | $49.7 萬 | 0.2% | 歷史 |
| DVADavita Inc. | COM | 3,221 | $49.3 萬 | 0.2% | 歷史 |
| FULTFulton Financial Corp | COM | 23,511 | $42.5 萬 | 0.1% | 歷史 |
| COKECoca-Cola Consolidated, Inc. | COM | 302 | $40.8 萬 | 0.1% | 歷史 |
| TGNATegna Inc | COM | 22,246 | $40.5 萬 | 0.1% | 歷史 |
| SNVSynovus Financial Corp | COM NEW | 8,575 | $40.1 萬 | 0.1% | 歷史 |
| HBANHuntington Bancshares Inc | COM | 22,514 | $33.8 萬 | 0.1% | 歷史 |
| NTAPNetApp, Inc. | Stock | 3,506 | $30.8 萬 | 0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 3,746 | $28.0 萬 | 0.1% | – |
| RGAReinsurance Group of America Inc | COM NEW | 1,303 | $25.7 萬 | 0.1% | 歷史 |
| First Tr Exchange-Traded FD33733B100 | WTR ETF | 2,511 | $25.3 萬 | 0.1% | – |
| JWNNordstrom Inc | Stock | 10,031 | $24.5 萬 | 0.1% | 歷史 |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 3,509 | $23.9 萬 | 0.1% | – |
| TMHCTaylor Morrison Home Corp | COM | 3,545 | $21.3 萬 | 0.1% | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 605 | $20.9 萬 | 0.1% | 歷史 |