Measured Wealth Private Client Group, LLC
- SEC CIK
- 0001720235
- 最新申報
- 2026/8/10
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/14 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 695
- 較 2025 年第 2 季 +516
- 總值
- $3.71 億
- 較 2025 年第 2 季 +$3,682 萬 (+11.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GEVGE Vernova Inc. | Stock | 10 | $6,149 | <0.1% | +10 | 新進 | 歷史 |
| HOGHarley-Davidson, Inc. | COM | 223 | $6,223 | <0.1% | +223 | 新進 | 歷史 |
| HRHealthcare Realty Trust Inc | CL A COM | 350 | $6,311 | <0.1% | +350 | 新進 | 歷史 |
| LUVSouthwest Airlines Co | COM | 200 | $6,382 | <0.1% | +200 | 新進 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 32 | $6,449 | <0.1% | +32 | 新進 | 歷史 |
| BAHBooz Allen Hamilton Holding Corp | CL A | 65 | $6,497 | <0.1% | +65 | 新進 | 歷史 |
| First Tr Exchange-Traded FD33733B100 | WTR ETF | 58 | $6,516 | <0.1% | +58 | 新進 | – |
| iShares Tr464287549 | EXPND TEC SC ETF | 52 | $6,549 | <0.1% | +52 | 新進 | – |
| Flexshares Tr33939L886 | ULTR SHO INC FD | 88 | $6,656 | <0.1% | +88 | 新進 | – |
| DGDollar General Corp | COM | 65 | $6,718 | <0.1% | +65 | 新進 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 36 | $7,064 | <0.1% | +36 | 新進 | – |
| Fidelity Covington Trust31609A404 | ENHANCED INTL | 202 | $7,127 | <0.1% | +202 | 新進 | – |
| GLWCorning Inc | COM | 87 | $7,137 | <0.1% | +87 | 新進 | 歷史 |
| IBNIcici Bank Ltd | ADR | 238 | $7,195 | <0.1% | +238 | 新進 | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 97 | $7,442 | <0.1% | +97 | 新進 | – |
| GLOBGlobant S.A. | COM | 130 | $7,459 | <0.1% | +130 | 新進 | 歷史 |
| CNQCanadian Natural Resources Ltd | COM | 238 | $7,606 | <0.1% | +238 | 新進 | 歷史 |
| TAPMolson Coors Beverage Co | CL B | 172 | $7,783 | <0.1% | +172 | 新進 | 歷史 |
| BTZBlackRock Credit Allocation Income Trust | COM | 750 | $8,288 | <0.1% | +750 | 新進 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 135 | $8,552 | <0.1% | +135 | 新進 | 歷史 |
| PIMFranklin Master Intermediate Income Trust | SH BEN INT | 2,500 | $8,600 | <0.1% | +2,500 | 新進 | 歷史 |
| TECKTeck Resources Ltd | CL B | 196 | $8,602 | <0.1% | +196 | 新進 | 歷史 |
| HALHalliburton Co | Stock | 355 | $8,733 | <0.1% | +355 | 新進 | 歷史 |
| FICOFair Isaac Corp | COM | 6 | $8,979 | <0.1% | +6 | 新進 | 歷史 |
| TTCToro Co | COM | 118 | $8,992 | <0.1% | +118 | 新進 | 歷史 |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 152 | $8,998 | <0.1% | +152 | 新進 | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 108 | $9,145 | <0.1% | +108 | 新進 | – |
| JBHTHunt J B Transport Services Inc | COM | 69 | $9,258 | <0.1% | +69 | 新進 | 歷史 |
| MBCMasterBrand, Inc. | COMMON STOCK | 712 | $9,377 | <0.1% | +712 | 新進 | 歷史 |
| FFord Motor Co | Stock | 800 | $9,568 | <0.1% | +800 | 新進 | 歷史 |
| CBTCabot Corp | COM | 126 | $9,582 | <0.1% | +126 | 新進 | 歷史 |
| TGTTarget Corp | Stock | 108 | $9,688 | <0.1% | +108 | 新進 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 38 | $9,865 | <0.1% | +38 | 新進 | – |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 216 | $1.00 萬 | <0.1% | +216 | 新進 | – |
| PBHPrestige Consumer Healthcare Inc. | COM | 161 | $1.00 萬 | <0.1% | +161 | 新進 | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 132 | $1.01 萬 | <0.1% | +132 | 新進 | – |
| ALGTAllegiant Travel CO | COM | 166 | $1.01 萬 | <0.1% | +166 | 新進 | 歷史 |
| Vanguard World FD921910691 | ESG US CORP BD | 158 | $1.01 萬 | <0.1% | +158 | 新進 | – |
| FAXAbrdn Asia-Pacific Income Fund, Inc. | COM NEW | 625 | $1.02 萬 | <0.1% | +625 | 新進 | 歷史 |
| ICLRIcon PLC | COM | 60 | $1.05 萬 | <0.1% | +60 | 新進 | 歷史 |
| PIMCO ETF Tr72201R585 | MULTISECTOR BD | 393 | $1.05 萬 | <0.1% | +393 | 新進 | – |
| RSGRepublic Services, Inc. | COM | 46 | $1.06 萬 | <0.1% | +46 | 新進 | 歷史 |
| CMCSAComcast Corp | Stock | 337 | $1.06 萬 | <0.1% | +337 | 新進 | 歷史 |
| iShares Tr46434V456 | MSCI INTL QUALTY | 241 | $1.06 萬 | <0.1% | +241 | 新進 | – |
| GNTXGentex Corp | COM | 380 | $1.08 萬 | <0.1% | +380 | 新進 | 歷史 |
| STNGScorpio Tankers Inc. | SHS | 192 | $1.08 萬 | <0.1% | +192 | 新進 | 歷史 |
| iShares Tr46432F388 | MSCI USA VALUE | 87 | $1.09 萬 | <0.1% | +87 | 新進 | – |
| GLPIGaming & Leisure Properties, Inc. | COM | 236 | $1.10 萬 | <0.1% | +236 | 新進 | 歷史 |
| ABTCAmerican Bitcoin Corp. | COM CL A | 1,682 | $1.13 萬 | <0.1% | +1,682 | 新進 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 103 | $1.15 萬 | <0.1% | +103 | 新進 | – |
| GPCGenuine Parts Co | Stock | 83 | $1.15 萬 | <0.1% | +83 | 新進 | 歷史 |
| NVONovo Nordisk A S | ADR | 210 | $1.17 萬 | <0.1% | +210 | 新進 | 歷史 |
| NSITInsight Enterprises Inc | COM | 103 | $1.17 萬 | <0.1% | +103 | 新進 | 歷史 |
| JHXJames Hardie Industries plc | Stock | 615 | $1.18 萬 | <0.1% | +615 | 新進 | 歷史 |
| First Tr Exchange-Traded FD33736G106 | GBL WND ENRG ETF | 615 | $1.18 萬 | <0.1% | +615 | 新進 | – |
| WEXWEX Inc. | COM | 75 | $1.18 萬 | <0.1% | +75 | 新進 | 歷史 |
| PGRProgressive Corp | Stock | 48 | $1.19 萬 | <0.1% | +48 | 新進 | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 40 | $1.19 萬 | <0.1% | +40 | 新進 | – |
| BROBrown & Brown, Inc. | Stock | 127 | $1.19 萬 | <0.1% | +127 | 新進 | 歷史 |
| REVGREV Group, Inc. | COM | 212 | $1.20 萬 | <0.1% | +212 | 新進 | 歷史 |
| GEGeneral Electric Co | Stock | 40 | $1.20 萬 | <0.1% | +40 | 新進 | 歷史 |
| AVTAvnet Inc | COM | 231 | $1.21 萬 | <0.1% | +231 | 新進 | 歷史 |
| KAIKadant Inc | COM | 43 | $1.28 萬 | <0.1% | +43 | 新進 | 歷史 |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 309 | $1.28 萬 | <0.1% | +309 | 新進 | – |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 132 | $1.29 萬 | <0.1% | +132 | 新進 | – |
| FLRFluor Corp | Stock | 310 | $1.30 萬 | <0.1% | +310 | 新進 | 歷史 |
| TTTrane Technologies plc | SHS | 31 | $1.31 萬 | <0.1% | +31 | 新進 | 歷史 |
| APLEApple Hospitality REIT, Inc. | REIT | 1,095 | $1.32 萬 | <0.1% | +1,095 | 新進 | 歷史 |
| WELLWelltower Inc. | REIT | 75 | $1.34 萬 | <0.1% | +75 | 新進 | 歷史 |
| ETREntergy Corp | COM | 145 | $1.35 萬 | <0.1% | +145 | 新進 | 歷史 |
| LIILennox International Inc | COM | 26 | $1.38 萬 | <0.1% | +26 | 新進 | 歷史 |
| NICENICE Ltd. | SPONSORED ADR | 95 | $1.38 萬 | <0.1% | +95 | 新進 | 歷史 |
| HOLXHologic Inc | COM | 208 | $1.40 萬 | <0.1% | +208 | 新進 | 歷史 |
| SUISun Communities Inc | COM | 110 | $1.42 萬 | <0.1% | +110 | 新進 | 歷史 |
| ITGartner Inc | COM | 56 | $1.47 萬 | <0.1% | +56 | 新進 | 歷史 |
| DVADavita Inc. | COM | 111 | $1.47 萬 | <0.1% | +111 | 新進 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 180 | $1.49 萬 | <0.1% | +180 | 新進 | – |
| TPLTexas Pacific Land Corp | Stock | 16 | $1.49 萬 | <0.1% | +16 | 新進 | 歷史 |
| RIORio Tinto PLC | ADR | 227 | $1.50 萬 | <0.1% | +227 | 新進 | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 231 | $1.52 萬 | <0.1% | +231 | 新進 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 39 | $1.53 萬 | <0.1% | +39 | 新進 | 歷史 |
| BBWIBath & Body Works, Inc. | COM | 593 | $1.53 萬 | <0.1% | +593 | 新進 | 歷史 |
| DELLDell Technologies Inc. | Stock | 108 | $1.53 萬 | <0.1% | +108 | 新進 | 歷史 |
| BSXBoston Scientific Corp | Stock | 158 | $1.54 萬 | <0.1% | +158 | 新進 | 歷史 |
| USBUS Bancorp DE | COM NEW | 320 | $1.55 萬 | <0.1% | +320 | 新進 | 歷史 |
| FEFirstenergy Corp | COM | 341 | $1.56 萬 | <0.1% | +341 | 新進 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 77 | $1.57 萬 | <0.1% | +77 | 新進 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 198 | $1.58 萬 | <0.1% | +198 | 新進 | – |
| KMIKinder Morgan, Inc. | Stock | 568 | $1.61 萬 | <0.1% | +568 | 新進 | 歷史 |
| SUSuncor Energy Inc | Stock | 390 | $1.63 萬 | <0.1% | +390 | 新進 | 歷史 |
| AHRAmerican Healthcare REIT, Inc. | COM SHS | 392 | $1.65 萬 | <0.1% | +392 | 新進 | 歷史 |
| ZTSZoetis Inc. | Stock | 113 | $1.65 萬 | <0.1% | +113 | 新進 | 歷史 |
| MODModine Manufacturing Co | COM | 117 | $1.66 萬 | <0.1% | +117 | 新進 | 歷史 |
| QGENQiagen N.V. | COMMON STOCK | 374 | $1.67 萬 | <0.1% | +374 | 新進 | 歷史 |
| IIMInvesco Value Municipal Income Trust | COM | 1,334 | $1.67 萬 | <0.1% | +1,334 | 新進 | 歷史 |
| ALCAlcon Inc | Stock | 225 | $1.68 萬 | <0.1% | +225 | 新進 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 66 | $1.68 萬 | <0.1% | +66 | 新進 | – |
| URBNUrban Outfitters Inc | COM | 235 | $1.68 萬 | <0.1% | +235 | 新進 | 歷史 |
| FFIVF5, Inc. | Stock | 52 | $1.68 萬 | <0.1% | +52 | 新進 | 歷史 |
| BWXTBWX Technologies, Inc. | COM | 92 | $1.70 萬 | <0.1% | +92 | 新進 | 歷史 |
2025 年第 2 季之後清倉（1 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。