Measured Wealth Private Client Group, LLC
- SEC CIK
- 0001720235
- 最新申報
- 2026/8/10
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/10 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 729
- 較 2025 年第 3 季 +34
- 總值
- $3.78 億
- 較 2025 年第 3 季 +$703.2 萬 (+1.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| HOSTHost Digital Inc. | CL A | 2 | $1 | <0.1% | 00.0% | 不變 | 歷史 |
| NNDMNano Dimension Ltd. | SPONSORD ADS NEW | 1 | $1 | <0.1% | 00.0% | 不變 | 歷史 |
| CRNCCerence Inc. | COM | 0 | $1 | <0.1% | 0 | 不變 | 歷史 |
| PATHUiPath, Inc. | Stock | 0 | $2 | <0.1% | 0 | 不變 | 歷史 |
| WITWipro Ltd | SPON ADR 1 SH | 1 | $2 | <0.1% | 00.0% | 不變 | 歷史 |
| CNVSCineverse Corp. | COM CL A | 1 | $2 | <0.1% | 00.0% | 不變 | 歷史 |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 0 | $3 | <0.1% | 0 | 不變 | – |
| SOUNSoundhound AI, Inc. | CLASS A COM | 0 | $3 | <0.1% | 0 | 不變 | 歷史 |
| CEVACeva Inc | COM | 0 | $4 | <0.1% | 0 | 不變 | 歷史 |
| SSTKShutterstock, Inc. | COM | 0 | $6 | <0.1% | 0 | 不變 | 歷史 |
| SYNASYNAPTICS Inc | Stock | 0 | $8 | <0.1% | 0 | 不變 | 歷史 |
| AIC3.ai, Inc. | Stock | 1 | $10 | <0.1% | 00.0% | 不變 | 歷史 |
| XIFRXPLR Infrastructure, LP | COM UNIT PART IN | 1 | $10 | <0.1% | 00.0% | 不變 | 歷史 |
| CCChemours Co | Stock | 1 | $12 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 0 | $13 | <0.1% | 0 | 不變 | – |
| BANDBandwidth Inc. | COM CL A | 1 | $15 | <0.1% | +1 | 新進 | 歷史 |
| JBLUJetBlue Airways Corp | COM | 4 | $18 | <0.1% | +4 | 新進 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 1 | $29 | <0.1% | +1 | 加碼 | – |
| JDJD.com, Inc. | SPON ADS CL A | 1 | $29 | <0.1% | +1 | 新進 | 歷史 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 1 | $33 | <0.1% | −7−87.5% | 減碼 | – |
| SCLXScilex Holding Co | COM NEW | 4 | $49 | <0.1% | 00.0% | 不變 | 歷史 |
| AMBAAmbarella Inc | SHS | 1 | $52 | <0.1% | 00.0% | 不變 | 歷史 |
| NICENICE Ltd. | SPONSORED ADR | 0 | $53 | <0.1% | −95−100.0% | 減碼 | 歷史 |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 1 | $56 | <0.1% | +1 | 新進 | – |
| XMTRXometry, Inc. | CLASS A COM | 1 | $58 | <0.1% | 00.0% | 不變 | 歷史 |
| EMBCEmbecta Corp. | Stock | 5 | $59 | <0.1% | 00.0% | 不變 | 歷史 |
| RIVNRivian Automotive, Inc. | Stock | 4 | $79 | <0.1% | +4 | 新進 | 歷史 |
| BIDUBaidu, Inc. | ADR | 1 | $83 | <0.1% | 00.0% | 不變 | 歷史 |
| ZMZoom Communications, Inc. | Stock | 1 | $86 | <0.1% | +1 | 新進 | 歷史 |
| iShares Inc46434G863 | ESG AWR MSCI EM | 2 | $88 | <0.1% | +2 | 新進 | – |
| UUnity Software Inc. | COM | 2 | $88 | <0.1% | +2 | 新進 | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 1 | $90 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 2 | $99 | <0.1% | +2 | 新進 | – |
| PINSPinterest, Inc. | CL A | 4 | $104 | <0.1% | +4 | 新進 | 歷史 |
| WIXWix.com Ltd. | SHS | 1 | $104 | <0.1% | +1 | 新進 | 歷史 |
| DOCUDocuSign, Inc. | Stock | 3 | $205 | <0.1% | +3 | 新進 | 歷史 |
| MMDNYLI MacKay DefinedTerm Muni Opportunities Fund | COM | 14 | $208 | <0.1% | 00.0% | 不變 | 歷史 |
| SLVMSylvamo Corp | COMMON STOCK | 5 | $241 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 3 | $267 | <0.1% | +2+200.0% | 加碼 | – |
| ABNBAirbnb, Inc. | Stock | 2 | $271 | <0.1% | +2 | 新進 | 歷史 |
| INTUIntuit Inc. | Stock | 0 | $291 | <0.1% | 0 | 不變 | 歷史 |
| TEAMAtlassian Corp | CL A | 2 | $324 | <0.1% | +2 | 新進 | 歷史 |
| Invesco Exchange Traded FD T46137V316 | S&P500 EQL MAT | 10 | $341 | <0.1% | −35−77.8% | 減碼 | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 6 | $345 | <0.1% | +6 | 新進 | – |
| VanEck Vectors ETF Tr92189F148 | LONG TREND ETF | 8 | $437 | <0.1% | +8 | 新進 | – |
| Schwab US Tips ETF808524870 | ETF | 17 | $450 | <0.1% | +17 | 新進 | – |
| First Tr Exchange Traded FD33738R720 | NASDQ ARTFCIAL | 10 | $521 | <0.1% | +10 | 新進 | – |
| Nushares ETF Tr67092P888 | NUVEEN ESG EMRGN | 18 | $640 | <0.1% | +18 | 新進 | – |
| BGSB&G Foods, Inc. | COM | 150 | $645 | <0.1% | 00.0% | 不變 | 歷史 |
| NJRNew Jersey Resources Corp | Stock | 14 | $646 | <0.1% | −572−97.6% | 減碼 | 歷史 |
| iShares Tr46435G193 | ESG AWRE USD ETF | 31 | $725 | <0.1% | +31 | 新進 | – |
| AMRAlpha Metallurgical Resources, Inc. | COM | 4 | $800 | <0.1% | 00.0% | 不變 | 歷史 |
| VFCV F Corp | Stock | 47 | $850 | <0.1% | 00.0% | 不變 | 歷史 |
| Nushares ETF Tr67092P805 | NUVEEN ESG INTL | 24 | $869 | <0.1% | +24 | 新進 | – |
| MICCMagnum Ice Cream Co N.V. | ORD SHS | 60 | $951 | <0.1% | +60 | 新進 | 歷史 |
| BCCBoise Cascade Co | COM | 13 | $957 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard World FD921910733 | ESG US STK ETF | 8 | $968 | <0.1% | +8 | 新進 | – |
| Amplify ETF Tr032108474 | ALTRNTV HARV ETF | 33 | $983 | <0.1% | 00.0% | 不變 | – |
| PHINPhinia Inc. | COMMON STOCK | 19 | $1,202 | <0.1% | −19−50.0% | 減碼 | 歷史 |
| SAICScience Applications International Corp | COM | 12 | $1,208 | <0.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 43 | $1,321 | <0.1% | +43 | 新進 | – |
| STNGScorpio Tankers Inc. | SHS | 26 | $1,322 | <0.1% | −166−86.5% | 減碼 | 歷史 |
| RSReliance, Inc. | COM | 5 | $1,444 | <0.1% | −56−91.8% | 減碼 | 歷史 |
| State Street SPDR S&P Homebuilders ETF78464A888 | ETF | 14 | $1,453 | <0.1% | +14 | 新進 | – |
| EOGEOG Resources Inc | Stock | 14 | $1,470 | <0.1% | 00.0% | 不變 | 歷史 |
| IIPRInnovative Industrial Properties Inc | COM | 32 | $1,516 | <0.1% | −27−45.8% | 減碼 | 歷史 |
| OTTROtter Tail Corp | COM | 19 | $1,535 | <0.1% | 00.0% | 不變 | 歷史 |
| COLDAmericold Realty Trust | COM | 122 | $1,569 | <0.1% | 00.0% | 不變 | 歷史 |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 43 | $1,584 | <0.1% | +43 | 新進 | – |
| COPConocoPhillips | Stock | 17 | $1,591 | <0.1% | 00.0% | 不變 | 歷史 |
| SHOPShopify Inc. | Stock | 10 | $1,610 | <0.1% | +10 | 新進 | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 55 | $1,629 | <0.1% | +55 | 新進 | – |
| PCARPaccar Inc | COM | 15 | $1,643 | <0.1% | 00.0% | 不變 | 歷史 |
| VanEck ETF Trust92189F486 | IG FLOA RATE ETF | 65 | $1,656 | <0.1% | +65 | 新進 | – |
| ALGNAlign Technology Inc | COM | 11 | $1,718 | <0.1% | −130−92.2% | 減碼 | 歷史 |
| GTGoodyear Tire & Rubber Co | COM | 200 | $1,752 | <0.1% | 00.0% | 不變 | 歷史 |
| SMCISuper Micro Computer, Inc. | Stock | 60 | $1,756 | <0.1% | +60 | 新進 | 歷史 |
| OGNOrganon & Co. | Stock | 254 | $1,821 | <0.1% | 00.0% | 不變 | 歷史 |
| MATXMatson, Inc. | COM | 15 | $1,853 | <0.1% | −294−95.1% | 減碼 | 歷史 |
| iShares Tr464288513 | IBOXX HI YD ETF | 23 | $1,854 | <0.1% | −37−61.7% | 減碼 | – |
| NFLXNetflix Inc | Stock | 20 | $1,875 | <0.1% | 00.0% | 不變依 10 比 1 拆股換算 | 歷史 |
| ALVAutoliv Inc | COM | 16 | $1,899 | <0.1% | 00.0% | 不變 | 歷史 |
| KHCKraft Heinz Co | Stock | 80 | $1,940 | <0.1% | 00.0% | 不變 | 歷史 |
| AEOAmerican Eagle Outfitters Inc | COM | 74 | $1,951 | <0.1% | 00.0% | 不變 | 歷史 |
| VLOValero Energy Corp | Stock | 12 | $1,953 | <0.1% | 00.0% | 不變 | 歷史 |
| VODVodafone Group Public Ltd Co | ADR | 150 | $1,982 | <0.1% | 00.0% | 不變 | 歷史 |
| HIIHuntington Ingalls Industries, Inc. | COM | 6 | $2,040 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 76 | $2,085 | <0.1% | +76 | 新進 | – |
| iShares Tr46435U853 | BROAD USD HIGH | 57 | $2,132 | <0.1% | +57 | 新進 | – |
| ARMArm Holdings PLC | ADR | 21 | $2,296 | <0.1% | +21 | 新進 | 歷史 |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 25 | $2,327 | <0.1% | +25 | 新進 | – |
| REZIResideo Technologies, Inc. | Stock | 68 | $2,388 | <0.1% | 00.0% | 不變 | 歷史 |
| MSTRStrategy Inc | Stock | 16 | $2,431 | <0.1% | +16 | 新進 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 12 | $2,714 | <0.1% | +12 | 新進 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 41 | $2,756 | <0.1% | +41 | 新進 | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 11 | $2,782 | <0.1% | +11 | 新進 | – |
| ABTCAmerican Bitcoin Corp. | COM CL A | 1,682 | $2,859 | <0.1% | 00.0% | 不變 | 歷史 |
| MRNAModerna, Inc. | Stock | 100 | $2,949 | <0.1% | 00.0% | 不變 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 17 | $3,022 | <0.1% | +17 | 新進 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 95 | $3,099 | <0.1% | +95 | 新進 | – |
2025 年第 3 季之後清倉（56 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| AMDAdvanced Micro Devices Inc | Stock | 650 | $10.5 萬 | <0.1% | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 124 | $7.39 萬 | <0.1% | 歷史 |
| BENFranklin Templeton Inc | COM | 2,417 | $5.59 萬 | <0.1% | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 623 | $4.45 萬 | <0.1% | – |
| iShares Tr46429B291 | A RATE CP BD ETF | 693 | $3.36 萬 | <0.1% | – |
| ULUnilever PLC | SPON ADR NEW | 521 | $3.09 萬 | <0.1% | 歷史 |
| NXSTNexstar Media Group, Inc. | COMMON STOCK | 142 | $2.81 萬 | <0.1% | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 970 | $2.56 萬 | <0.1% | – |
| WNSWNS (Holdings) Ltd | COM SHS | 328 | $2.50 萬 | <0.1% | 歷史 |
| PAGPenske Automotive Group, Inc. | COM | 135 | $2.35 萬 | <0.1% | 歷史 |
| CLHClean Harbors Inc | COM | 100 | $2.32 萬 | <0.1% | 歷史 |
| CHEChemed Corp | COM | 47 | $2.10 萬 | <0.1% | 歷史 |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 205 | $2.06 萬 | <0.1% | – |
| iShares Tr46434V100 | 0-5YR INVT GR CP | 403 | $2.05 萬 | <0.1% | – |
| GRMNGarmin Ltd | SHS | 74 | $1.82 萬 | <0.1% | 歷史 |
| SSNCSS&C Technologies Holdings Inc | COM | 200 | $1.78 萬 | <0.1% | 歷史 |
| FFIVF5, Inc. | Stock | 52 | $1.68 萬 | <0.1% | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 231 | $1.52 萬 | <0.1% | 歷史 |
| APLEApple Hospitality REIT, Inc. | REIT | 1,095 | $1.32 萬 | <0.1% | 歷史 |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 309 | $1.28 萬 | <0.1% | – |
| KAIKadant Inc | COM | 43 | $1.28 萬 | <0.1% | 歷史 |
| NSITInsight Enterprises Inc | COM | 103 | $1.17 萬 | <0.1% | 歷史 |
| NVONovo Nordisk A S | ADR | 210 | $1.17 萬 | <0.1% | 歷史 |
| GLPIGaming & Leisure Properties, Inc. | COM | 236 | $1.10 萬 | <0.1% | 歷史 |
| GNTXGentex Corp | COM | 380 | $1.08 萬 | <0.1% | 歷史 |
| PIMCO ETF Tr72201R585 | MULTISECTOR BD | 393 | $1.05 萬 | <0.1% | – |
| ICLRIcon PLC | COM | 60 | $1.05 萬 | <0.1% | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 38 | $9,865 | <0.1% | – |
| CBTCabot Corp | COM | 126 | $9,582 | <0.1% | 歷史 |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 152 | $8,998 | <0.1% | – |
| CNQCanadian Natural Resources Ltd | COM | 238 | $7,606 | <0.1% | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 97 | $7,442 | <0.1% | – |
| First Tr Exchange-Traded FD33733B100 | WTR ETF | 58 | $6,516 | <0.1% | – |
| Fidelity Covington Trust316092857 | MSCI RL EST ETF | 212 | $5,896 | <0.1% | – |
| Invesco Exchange Traded FD T46137V399 | S&P500 BUY WRT | 199 | $4,402 | <0.1% | – |
| YOUClear Secure, Inc. | COM CL A | 126 | $4,206 | <0.1% | 歷史 |
| BCOBrinks Co | COM | 35 | $4,090 | <0.1% | 歷史 |
| STRLSterling Infrastructure, Inc. | COM | 12 | $4,076 | <0.1% | 歷史 |
| LDOSLeidos Holdings, Inc. | COM | 20 | $3,779 | <0.1% | 歷史 |
| iShares Tr464288372 | GLB INFRASTR ETF | 56 | $3,423 | <0.1% | – |
| KEXKirby Corp | COM | 39 | $3,255 | <0.1% | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 36 | $3,005 | <0.1% | 歷史 |
| MUSAMurphy USA Inc. | COM | 7 | $2,718 | <0.1% | 歷史 |
| ORealty Income Corp | REIT | 37 | $2,249 | <0.1% | 歷史 |
| MRPMillrose Properties, Inc. | COM CL A | 60 | $2,017 | <0.1% | 歷史 |
| DHIHorton D R Inc | COM | 8 | $1,356 | <0.1% | 歷史 |
| ELVElevance Health, Inc. | Stock | 4 | $1,292 | <0.1% | 歷史 |
| BKRBaker Hughes Co | CL A | 22 | $1,072 | <0.1% | 歷史 |
| FISVFiserv Inc | Stock | 8 | $1,031 | <0.1% | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 6 | $1,011 | <0.1% | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 14 | $939 | <0.1% | 歷史 |
| LNTHLantheus Holdings, Inc. | Stock | 16 | $821 | <0.1% | 歷史 |
| ZIMVZimVie Inc. | Stock | 28 | $530 | <0.1% | 歷史 |
| PUBMPubMatic, Inc. | COM CL A | 27 | $224 | <0.1% | 歷史 |
| AALAmerican Airlines Group Inc. | Stock | 5 | $56 | <0.1% | 歷史 |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 1 | $46 | <0.1% | – |