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Livermore
Livermore
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Measured Wealth Private Client Group, LLC

SEC CIK
0001720235
最新申報
2026/8/10

2026 年第 1 季持倉

持倉截至 2026/3/31，2026/5/13 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。

機構總覽
持股檔數
723
較 2025 年第 4 季 −6
總值
$3.66 億
較 2025 年第 4 季 −$1,193 萬 (−3.2%)
申報日
2026/5/13
SEC
Measured Wealth Private Client Group, LLC 在 2026 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
GLDSPDR Gold TrustETF60,432$2,600 萬7.1%−4,710−7.2%減碼歷史
Vanguard High Dividend Yield Index ETF921946406ETF161,375$2,390 萬6.5%−7,344−4.4%減碼–
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF414,214$2,344 萬6.4%−14,821−3.5%減碼–
State Street Health Care Select Sector SPDR ETF81369Y209ETF122,490$1,796 萬4.9%−5,037−3.9%減碼–
UPSUnited Parcel Service IncStock169,006$1,663 萬4.5%00.0%不變歷史
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT85,485$1,641 萬4.5%−647−0.8%減碼–
State Street Technology Select Sector SPDR ETF81369Y803ETF117,747$1,565 萬4.3%−1,795−1.5%減碼–
State Street Communication Services Select Sector SPDR ETF81369Y852ETF140,868$1,562 萬4.3%−2,471−1.7%減碼–
SPYSPDR S&P 500 ETF TrustETF18,418$1,198 萬3.3%−1,581−7.9%減碼歷史
VanEck Semiconductor ETF92189F676ETF26,937$1,033 萬2.8%+555+2.1%加碼–
iShares Tr46428743220 YR TR BD ETF76,758$665.4 萬1.8%−3,750−4.7%減碼–
State Street Utilities Select Sector SPDR ETF81369Y886ETF134,064$615.2 萬1.7%−7,693−5.4%減碼–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF72,097$591.1 萬1.6%+3,134+4.5%加碼–
NVDANVIDIA CorpStock33,120$577.6 萬1.6%+43+0.1%加碼歷史
AAPLApple Inc.Stock20,762$526.9 萬1.4%−741−3.4%減碼歷史
State Street Financial Select Sector SPDR ETF81369Y605ETF98,780$487.7 萬1.3%−10,423−9.5%減碼–
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF49,724$486.8 萬1.3%−5,858−10.5%減碼–
iShares Core S&P 500 ETF464287200ETF6,749$440.9 萬1.2%−370−5.2%減碼–
iShares Core Dividend Growth ETF46434V621ETF57,981$406.9 萬1.1%00.0%不變–
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF33,528$365.4 萬1.0%−407−1.2%減碼–
iShares Tr464287234MSCI EMG MKT ETF60,046$341.0 萬0.9%+16,043+36.5%加碼–
State Street Materials Select Sector SPDR ETF81369Y100ETF67,364$336.6 萬0.9%+9,937+17.3%加碼–
State Street Industrial Select Sector SPDR ETF81369Y704ETF20,644$333.9 萬0.9%−959−4.4%減碼–
AVGOBroadcom Inc.Stock9,385$290.5 萬0.8%−1,517−13.9%減碼歷史
iShares Core U.S. Aggregate Bond ETF464287226ETF28,181$279.8 萬0.8%−839−2.9%減碼–
iShares Tr464287739U.S. REAL ES ETF27,171$256.9 萬0.7%−730−2.6%減碼–
MSFTMicrosoft CorpStock5,745$212.7 萬0.6%−175−3.0%減碼歷史
State Street Energy Select Sector SPDR ETF81369Y506ETF30,950$189.6 萬0.5%+29,126+1,596.8%加碼–
State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847ETF31,537$186.8 萬0.5%−5,496−14.8%減碼–
iShares S&P 100 ETF464287101ETF5,698$181.2 萬0.5%−874−13.3%減碼–
Cambria ETF Tr132061706EMRG SHAREHLDR41,953$173.7 萬0.5%−22−0.1%減碼–
iShares Tr46429B671MSCI CHINA ETF29,811$167.5 萬0.5%−15,590−34.3%減碼–
CCitigroup IncStock14,765$167.4 萬0.5%−267−1.8%減碼歷史
Vanguard Morningstar Large-Cap ETF922908637ETF5,589$167.0 萬0.5%00.0%不變–
BMYBristol Myers Squibb CoStock25,075$152.1 萬0.4%+18,842+302.3%加碼歷史
Vanguard Morningstar Total Stock Market ETF922908769ETF4,416$141.7 萬0.4%−15−0.3%減碼–
EXCExelon CorpStock28,440$139.4 萬0.4%+479+1.7%加碼歷史
ESEversource EnergyStock19,831$137.4 萬0.4%+4,421+28.7%加碼歷史
MOAltria Group, Inc.Stock20,136$132.9 萬0.4%−150−0.7%減碼歷史
Dimensional ETF Trust25434V724US MKTWIDE VALUE26,866$130.2 萬0.4%−65−0.2%減碼–
NFGNational Fuel Gas CoStock13,529$127.1 萬0.3%+575+4.4%加碼歷史
Dimensional U.S. Targeted Value ETF25434V609ETF20,338$127.0 萬0.3%−217−1.1%減碼–
Northeast BK Portland Me66405S100COM11,104$124.8 萬0.3%00.0%不變–
OHIOmega Healthcare Investors IncCOM27,236$119.3 萬0.3%+14,033+106.3%加碼歷史
RRyder System IncCOM5,779$118.3 萬0.3%−632−9.9%減碼歷史
AITApplied Industrial Technologies IncCOM4,363$115.8 萬0.3%−286−6.2%減碼歷史
iShares MSCI Acwi Ex U.S. ETF464288240ETF16,307$111.7 萬0.3%+101+0.6%加碼–
HSTHost Hotels & Resorts, Inc.COM56,906$109.0 萬0.3%+56,906新進歷史
ACTEnact Holdings, Inc.COM26,122$106.6 萬0.3%−2,233−7.9%減碼歷史
EMEEMCOR Group, Inc.Stock1,415$104.5 萬0.3%−299−17.4%減碼歷史
NRGNRG Energy, Inc.Stock6,942$101.5 萬0.3%−291−4.0%減碼歷史
BBarrick Mining CorpStock24,623$100.4 萬0.3%−157−0.6%減碼歷史
JPMJPMorgan Chase & CoStock3,319$97.6 萬0.3%−3,064−48.0%減碼歷史
AMATApplied Materials IncStock2,825$96.6 萬0.3%+2,316+455.0%加碼歷史
Dimensional ETF Trust25434V401US EQUI MARK ETF13,456$95.4 萬0.3%−92−0.7%減碼–
CMCanadian Imperial Bank of CommerceCOM10,013$94.9 萬0.3%−374−3.6%減碼歷史
IAGIamgold CorpCOM49,207$92.6 萬0.3%−16,406−25.0%減碼歷史
KRKroger CoStock12,768$92.4 萬0.3%−763−5.6%減碼歷史
CAHCardinal Health IncStock4,334$91.6 萬0.3%+2,798+182.2%加碼歷史
XOMExxonMobil Holdings CorpCOM5,346$90.7 萬0.2%−448−7.7%減碼歷史
UGIUgi CorpStock24,329$88.6 萬0.2%−76−0.3%減碼歷史
HWCHancock Whitney CorpCOM13,818$87.9 萬0.2%−293−2.1%減碼歷史
EWBCEast West Bancorp IncCOM8,076$86.2 萬0.2%+2,436+43.2%加碼歷史
SLViShares Silver TrustETF12,536$85.4 萬0.2%−230−1.8%減碼歷史
iShares Tr4642874571 3 YR TREAS BD10,290$85.0 萬0.2%+10,102+5,373.4%加碼–
AAAlcoa CorpStock12,651$83.9 萬0.2%+2,990+30.9%加碼歷史
BPOPPopular, Inc.COM NEW6,155$82.6 萬0.2%−173−2.7%減碼歷史
MLIMueller Industries IncCOM7,368$81.6 萬0.2%−1,010−12.1%減碼歷史
JNJJohnson & JohnsonStock3,336$81.5 萬0.2%−22−0.7%減碼歷史
FLEXFlex Ltd.Stock12,238$80.1 萬0.2%−1,685−12.1%減碼歷史
HIGHartford Insurance Group, Inc.Stock5,802$78.5 萬0.2%+887+18.0%加碼歷史
FBPFirst BancorpCOM NEW35,979$76.9 萬0.2%+656+1.9%加碼歷史
AZZAzz IncCOM6,057$75.8 萬0.2%−6−0.1%減碼歷史
MCYMercury General CorpCOM8,513$75.0 萬0.2%+1,949+29.7%加碼歷史
FHIFederated Hermes, Inc.CL B13,109$74.3 萬0.2%+97+0.7%加碼歷史
GTXGarrett Motion Inc.Stock40,368$73.3 萬0.2%+5,412+15.5%加碼歷史
IBKRInteractive Brokers Group, Inc.Stock10,908$73.2 萬0.2%−951−8.0%減碼歷史
PHINPhinia Inc.COMMON STOCK10,563$72.3 萬0.2%+10,544+55,494.7%加碼歷史
BRK.ABerkshire Hathaway IncCL A1$71.8 萬0.2%00.0%不變歷史
BFHBread Financial Holdings, Inc.COM9,388$70.3 萬0.2%+3,826+68.8%加碼歷史
JAZZJazz Pharmaceuticals plcSHS USD3,701$70.0 萬0.2%−242−6.1%減碼歷史
AERAerCap Holdings N.V.SHS5,067$69.5 萬0.2%−227−4.3%減碼歷史
APHAmphenol CorpCL A5,498$69.5 萬0.2%−500−8.3%減碼歷史
JBLJabil IncStock2,609$69.3 萬0.2%−155−5.6%減碼歷史
TRVTravelers Companies, Inc.Stock2,332$68.0 萬0.2%−165−6.6%減碼歷史
OPLNOPENLANE, Inc.COM22,386$65.3 萬0.2%+9,053+67.9%加碼歷史
Dimensional U.S. Small Cap ETF25434V500ETF8,926$63.5 萬0.2%−495−5.3%減碼–
TTMITTM Technologies IncCOM6,455$62.9 萬0.2%−2,626−28.9%減碼歷史
Invesco Exch Traded FD Tr II46138E628KBW BK ETF7,680$60.8 萬0.2%+3,109+68.0%加碼–
Vanguard World FD921910816MEGA GRWTH IND1,650$60.6 萬0.2%00.0%不變–
BTSGBrightSpring Health Services, Inc.COM14,148$60.3 萬0.2%−2,628−15.7%減碼歷史
SBSCompanhia de Saneamento Basico Do Estado de Sao Paulo-SabespSPONSORED ADR19,339$59.0 萬0.2%+1,403+7.8%加碼歷史
MDTMedtronic plcStock6,400$55.5 萬0.2%00.0%不變歷史
BAPCredicorp LtdCOM1,616$54.8 萬0.1%−74−4.4%減碼歷史
CRUSCirrus Logic, Inc.Stock3,662$53.0 萬0.1%+3,662新進歷史
ADIAnalog Devices IncStock1,660$52.8 萬0.1%−24−1.4%減碼歷史
CIBGrupo Cibest S.A.SPON ADS7,239$52.7 萬0.1%−602−7.7%減碼歷史
VRTVertiv Holdings CoCOM CL A2,066$51.8 萬0.1%−39−1.9%減碼歷史
INCYIncyte CorpCOM5,454$51.3 萬0.1%+1,657+43.6%加碼歷史
HGHamilton Insurance Group, Ltd.CL B17,189$51.3 萬0.1%+7,179+71.7%加碼歷史

2025 年第 4 季之後清倉（64 檔）

2025 年第 4 季季末還持有、這份申報已經沒有的部位。

Measured Wealth Private Client Group, LLC 在 2025 年第 4 季之後清倉的部位
證券類別2025 年第 4 季股數2025 年第 4 季市值2025 年第 4 季佔組合 %紀錄
CEGConstellation Energy CorpStock846$29.9 萬0.1%歷史
REVGREV Group, Inc.COM2,434$14.8 萬<0.1%歷史
FTDRFrontdoor, Inc.COM2,221$12.8 萬<0.1%歷史
PLMRPalomar Holdings, Inc.Stock746$10.1 萬<0.1%歷史
CVLTCommvault Systems IncCOM308$3.86 萬<0.1%歷史
STESTERIS plcSHS USD110$2.79 萬<0.1%歷史
LENLennar CorpCL A268$2.75 萬<0.1%歷史
JJacobs Solutions Inc.COM195$2.58 萬<0.1%歷史
LEVILevi Strauss & CoCL A COM STK1,235$2.56 萬<0.1%歷史
WDAYWorkday, Inc.CL A106$2.28 萬<0.1%歷史
GWREGuidewire Software, Inc.COM111$2.23 萬<0.1%歷史
QTWOQ2 Holdings, Inc.COM307$2.22 萬<0.1%歷史
MORNMorningstar, Inc.COM95$2.06 萬<0.1%歷史
SNVSynovus Financial CorpCOM NEW371$1.86 萬<0.1%歷史
UHSUniversal Health Services IncCL B80$1.74 萬<0.1%歷史
KBRKBR, Inc.COM431$1.73 萬<0.1%歷史
QGENQiagen N.V.COMMON STOCK374$1.68 萬<0.1%歷史
TGNATegna IncCOM861$1.67 萬<0.1%歷史
BWXTBWX Technologies, Inc.COM92$1.59 萬<0.1%歷史
BLBlackline, Inc.COM278$1.54 萬<0.1%歷史
JLLJones Lang Lasalle IncCOM43$1.45 萬<0.1%歷史
DVADavita Inc.COM98$1.11 萬<0.1%歷史
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF101$1.11 萬<0.1%–
GPCGenuine Parts CoStock83$1.02 萬<0.1%歷史
BROBrown & Brown, Inc.Stock127$1.01 萬<0.1%歷史
HALHalliburton CoStock355$1.00 萬<0.1%歷史
GLOBGlobant S.A.COM130$8,498<0.1%歷史
iShares Tr464287549EXPND TEC SC ETF52$6,716<0.1%–
iShares Tr46435G425ESG AWR MSCI USA33$4,916<0.1%–
iShares Tr46434V4070-5YR HI YL CP91$3,901<0.1%–
SPDR Series Trust78468R408ST TERM HIGH ETF139$3,519<0.1%–
ABTCAmerican Bitcoin Corp.COM CL A1,682$2,859<0.1%歷史
COINCoinbase Global, Inc.COM CL A12$2,714<0.1%歷史
MSTRStrategy IncStock16$2,431<0.1%歷史
PIMCO Active Bond Exchange-Traded Fund72201R775ETF25$2,327<0.1%–
ARMArm Holdings PLCADR21$2,296<0.1%歷史
iShares Tr46435U853BROAD USD HIGH57$2,132<0.1%–
HIIHuntington Ingalls Industries, Inc.COM6$2,040<0.1%歷史
VLOValero Energy CorpStock12$1,953<0.1%歷史
AEOAmerican Eagle Outfitters IncCOM74$1,951<0.1%歷史
ALVAutoliv IncCOM16$1,899<0.1%歷史
NFLXNetflix IncStock20$1,875<0.1%歷史
iShares Tr464288513IBOXX HI YD ETF23$1,854<0.1%–
MATXMatson, Inc.COM15$1,853<0.1%歷史
SMCISuper Micro Computer, Inc.Stock60$1,756<0.1%歷史
VanEck ETF Trust92189F486IG FLOA RATE ETF65$1,656<0.1%–
PCARPaccar IncCOM15$1,643<0.1%歷史
DBX ETF Tr233051432XTRACK USD HIGH43$1,584<0.1%–
OTTROtter Tail CorpCOM19$1,535<0.1%歷史
RSReliance, Inc.COM5$1,444<0.1%歷史
STNGScorpio Tankers Inc.SHS26$1,322<0.1%歷史
SPDR Series Trust78468R200ST STR RATE ETF43$1,321<0.1%–
SAICScience Applications International CorpCOM12$1,208<0.1%歷史
Vanguard World FD921910733ESG US STK ETF8$968<0.1%–
BCCBoise Cascade CoCOM13$957<0.1%歷史
Nushares ETF Tr67092P805NUVEEN ESG INTL24$869<0.1%–
AMRAlpha Metallurgical Resources, Inc.COM4$800<0.1%歷史
iShares Tr46435G193ESG AWRE USD ETF31$725<0.1%–
Nushares ETF Tr67092P888NUVEEN ESG EMRGN18$640<0.1%–
Schwab US Tips ETF808524870ETF17$450<0.1%–
iShares Tr464288356CALIF MUN BD ETF6$345<0.1%–
Vanguard Malvern FDS922020805STRM INFPROIDX2$99<0.1%–
iShares Inc46434G863ESG AWR MSCI EM2$88<0.1%–
Vanguard Long-Term Treasury ETF92206C847ETF1$56<0.1%–