Measured Wealth Private Client Group, LLC
- SEC CIK
- 0001720235
- 最新申報
- 2026/8/10
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/10 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 720
- 較 2026 年第 1 季 −3
- 總值
- $4.14 億
- 較 2026 年第 1 季 +$4,762 萬 (+13.0%)
| 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 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| PATHUiPath, Inc. | Stock | 0 | $1 | <0.1% | 0 | 不變 | 歷史 |
| INFYInfosys Ltd | SPONSORED ADR | 0 | $1 | <0.1% | 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 |
| HCATHealth Catalyst, Inc. | COM | 0 | $1 | <0.1% | 0 | 不變 | 歷史 |
| First Trust Nasdaq-100 Technology Sector Index Fund337345102 | ETF | 0 | $2 | <0.1% | −14−100.0% | 減碼 | – |
| HUCKHuckleberry.ai, Inc. | Stock | 1 | $2 | <0.1% | 00.0% | 不變 | 歷史 |
| SOUNSoundhound AI, Inc. | CLASS A COM | 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 |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 0 | $3 | <0.1% | 0 | 不變 | – |
| First Tr Exchange Traded FD33738R720 | NASDQ ARTFCIAL | 0 | $3 | <0.1% | −10−100.0% | 減碼 | – |
| SSTKShutterstock, Inc. | COM | 0 | $4 | <0.1% | 0 | 不變 | 歷史 |
| VanEck Vectors ETF Tr92189F148 | LONG TREND ETF | 0 | $4 | <0.1% | −8−100.0% | 減碼 | – |
| AMPLAmplitude, Inc. | Stock | 1 | $5 | <0.1% | 00.0% | 不變 | 歷史 |
| EXLSExlService Holdings, Inc. | COM | 0 | $6 | <0.1% | 0 | 不變 | 歷史 |
| ESNTEssent Group Ltd. | COM | 0 | $7 | <0.1% | 0 | 不變 | 歷史 |
| GRRRGorilla Technology Group Inc. | SHS NEW | 0 | $7 | <0.1% | 0 | 不變 | 歷史 |
| KCKingsoft Cloud Holdings Ltd | ADS | 1 | $8 | <0.1% | 00.0% | 不變 | 歷史 |
| CEVACeva Inc | COM | 0 | $10 | <0.1% | 0 | 不變 | 歷史 |
| TOONKartoon Studios, Inc. | COM NEW | 15 | $11 | <0.1% | +15 | 新進 | 歷史 |
| XIFRXPLR Infrastructure, LP | COM UNIT PART IN | 1 | $11 | <0.1% | 00.0% | 不變 | 歷史 |
| SFStifel Financial Corp | COM | 0 | $12 | <0.1% | −274−100.0% | 減碼 | 歷史 |
| SYNASYNAPTICS Inc | Stock | 0 | $13 | <0.1% | 0 | 不變 | 歷史 |
| State Street SPDR S&P Homebuilders ETF78464A888 | ETF | 0 | $13 | <0.1% | −14−100.0% | 減碼 | – |
| AIC3.ai, Inc. | Stock | 2 | $14 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 0 | $14 | <0.1% | 0 | 不變 | – |
| NTAPNetApp, Inc. | Stock | 0 | $14 | <0.1% | 0 | 不變 | 歷史 |
| GAPGap Inc | COM | 1 | $14 | <0.1% | −849−99.9% | 減碼 | 歷史 |
| TDCTeradata Corp | Stock | 0 | $15 | <0.1% | 0 | 不變 | 歷史 |
| EMBCEmbecta Corp. | Stock | 5 | $16 | <0.1% | 00.0% | 不變 | 歷史 |
| RDVTRed Violet, Inc. | COM | 0 | $19 | <0.1% | 0 | 不變 | 歷史 |
| CCChemours Co | Stock | 1 | $21 | <0.1% | 00.0% | 不變 | 歷史 |
| PRGSProgress Software Corp | COM | 1 | $26 | <0.1% | 00.0% | 不變 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 1 | $30 | <0.1% | 00.0% | 不變 | – |
| CNVSCineverse Corp. | COM CL A | 11 | $33 | <0.1% | +10+1,000.0% | 加碼 | 歷史 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 1 | $37 | <0.1% | 00.0% | 不變 | – |
| ESTCElastic N.V. | ORD SHS | 1 | $40 | <0.1% | 00.0% | 不變 | 歷史 |
| NICENICE Ltd. | SPONSORED ADR | 0 | $42 | <0.1% | 0 | 不變 | 歷史 |
| RBRKRubrik, Inc. | Stock | 1 | $45 | <0.1% | 00.0% | 不變 | 歷史 |
| OCOwens Corning | Stock | 0 | $47 | <0.1% | 0 | 不變 | 歷史 |
| SPGSimon Property Group Inc. | REIT | 0 | $56 | <0.1% | 0 | 不變 | 歷史 |
| AMBAAmbarella Inc | SHS | 1 | $63 | <0.1% | 00.0% | 不變 | 歷史 |
| RGAReinsurance Group of America Inc | COM NEW | 0 | $67 | <0.1% | 0 | 不變 | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 0 | $72 | <0.1% | 0 | 不變 | 歷史 |
| BIDUBaidu, Inc. | ADR | 1 | $73 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 1 | $84 | <0.1% | 00.0% | 不變 | – |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 1 | $86 | <0.1% | 00.0% | 不變 | 歷史 |
| MDBMongoDB, Inc. | CL A | 0 | $94 | <0.1% | 0 | 不變 | 歷史 |
| XMTRXometry, Inc. | CLASS A COM | 1 | $94 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46434V456 | MSCI INTL QUALTY | 2 | $99 | <0.1% | −152−98.7% | 減碼 | – |
| INTUIntuit Inc. | Stock | 0 | $115 | <0.1% | 0 | 不變 | 歷史 |
| ADBEAdobe Inc. | Stock | 1 | $177 | <0.1% | 00.0% | 不變 | 歷史 |
| SLVMSylvamo Corp | COMMON STOCK | 5 | $189 | <0.1% | 00.0% | 不變 | 歷史 |
| MMDNYLI MacKay DefinedTerm Muni Opportunities Fund | COM | 14 | $217 | <0.1% | 00.0% | 不變 | 歷史 |
| VSNTVersant Media Group, Inc. | COM CL A | 10 | $360 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V316 | S&P500 EQL MAT | 10 | $386 | <0.1% | 00.0% | 不變 | – |
| MICCMagnum Ice Cream Co N.V. | ORD SHS | 25 | $435 | <0.1% | −35−58.3% | 減碼 | 歷史 |
| RGTIRigetti Computing, Inc. | COMMON STOCK | 25 | $483 | <0.1% | 00.0% | 不變 | 歷史 |
| BGSB&G Foods, Inc. | COM | 150 | $597 | <0.1% | 00.0% | 不變 | 歷史 |
| UNMUnum Group | Stock | 8 | $753 | <0.1% | −275−97.2% | 減碼 | 歷史 |
| MWAMueller Water Products, Inc. | COM SER A | 30 | $762 | <0.1% | −618−95.4% | 減碼 | 歷史 |
| VFCV F Corp | Stock | 47 | $784 | <0.1% | 00.0% | 不變 | 歷史 |
| NJRNew Jersey Resources Corp | Stock | 14 | $785 | <0.1% | 00.0% | 不變 | 歷史 |
| KTBKontoor Brands, Inc. | Stock | 10 | $833 | <0.1% | +10 | 新進 | 歷史 |
| Amplify ETF Tr032108474 | ALTRNTV HARV ETF | 33 | $850 | <0.1% | 00.0% | 不變 | – |
| BMAMacro Bank Inc. | SPON ADR B | 10 | $926 | <0.1% | 00.0% | 不變 | 歷史 |
| VIRTVirtu Financial, Inc. | CL A | 17 | $1,009 | <0.1% | −402−95.9% | 減碼 | 歷史 |
| SNAPSnap Inc | Stock | 255 | $1,132 | <0.1% | +255 | 新進 | 歷史 |
| EXKEndeavour Silver Corp | COM | 150 | $1,242 | <0.1% | +150 | 新進 | 歷史 |
| GTGoodyear Tire & Rubber Co | COM | 200 | $1,320 | <0.1% | 00.0% | 不變 | 歷史 |
| COPConocoPhillips | Stock | 17 | $1,767 | <0.1% | 00.0% | 不變 | 歷史 |
| EOGEOG Resources Inc | Stock | 14 | $1,816 | <0.1% | 00.0% | 不變 | 歷史 |
| ALGNAlign Technology Inc | COM | 11 | $1,855 | <0.1% | 00.0% | 不變 | 歷史 |
| KHCKraft Heinz Co | Stock | 80 | $1,890 | <0.1% | 00.0% | 不變 | 歷史 |
| CHWYChewy, Inc. | CL A | 100 | $1,965 | <0.1% | 00.0% | 不變 | 歷史 |
| IIPRInnovative Industrial Properties Inc | COM | 32 | $1,983 | <0.1% | 00.0% | 不變 | 歷史 |
| VODVodafone Group Public Ltd Co | ADR | 150 | $1,984 | <0.1% | 00.0% | 不變 | 歷史 |
| REZIResideo Technologies, Inc. | Stock | 68 | $2,115 | <0.1% | 00.0% | 不變 | 歷史 |
| Fidelity Covington Trust316092832 | DIVID ETF RISI | 33 | $2,141 | <0.1% | +33 | 新進 | – |
| CEFSprott Physical Gold & Silver Trust | PHYSICAL GOLD AN | 54 | $2,172 | <0.1% | +54 | 新進 | 歷史 |
| KVYOKlaviyo, Inc. | COM SER A | 145 | $2,190 | <0.1% | 00.0% | 不變 | 歷史 |
| FSKFS KKR Capital Corp | COM | 218 | $2,289 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 34 | $2,423 | <0.1% | −26−43.3% | 減碼 | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 10 | $2,855 | <0.1% | 00.0% | 不變 | – |
| Fidelity Covington Trust316092360 | FUN LAR COR ETF | 49 | $2,887 | <0.1% | +49 | 新進 | – |
| PLTRPalantir Technologies Inc. | Stock | 25 | $2,948 | <0.1% | 00.0% | 不變 | 歷史 |
| WBDWarner Bros. Discovery, Inc. | Stock | 114 | $3,039 | <0.1% | +3+2.7% | 加碼 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 33 | $3,121 | <0.1% | 00.0% | 不變 | – |
| TUTelus Corp | COM | 300 | $3,171 | <0.1% | 00.0% | 不變 | 歷史 |
| OGNOrganon & Co. | Stock | 254 | $3,439 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 42 | $3,471 | <0.1% | 00.0% | 不變 | – |
| XRPZFranklin XRP Trust | FRANKLIN XRP ETF | 309 | $3,507 | <0.1% | 00.0% | 不變 | 歷史 |
| JHGJanus Henderson Group Ltd. | ORD SHS | 73 | $3,792 | <0.1% | −1,473−95.3% | 減碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 15 | $3,818 | <0.1% | 00.0% | 不變 | 歷史 |
| BAHBooz Allen Hamilton Holding Corp | CL A | 65 | $3,944 | <0.1% | 00.0% | 不變 | 歷史 |
| KDKyndryl Holdings, Inc. | Stock | 350 | $3,959 | <0.1% | 00.0% | 不變 | 歷史 |
| BUDAnheuser-Busch InBev SA/NV | ADR | 50 | $4,120 | <0.1% | 00.0% | 不變 | 歷史 |
| Fidelity Covington Trust31609A404 | ENHANCED INTL | 107 | $4,294 | <0.1% | −23−17.7% | 減碼 | – |
| SPDR Series Trust78464A292 | ST STR PFD ETF | 146 | $4,457 | <0.1% | 00.0% | 不變 | – |
2026 年第 1 季之後清倉（55 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr464288158 | SHRT NAT MUN ETF | 1,577 | $16.8 萬 | <0.1% | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 2,092 | $10.4 萬 | <0.1% | – |
| HONHoneywell International Inc | COM | 408 | $9.22 萬 | <0.1% | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 254 | $6.10 萬 | <0.1% | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 501 | $4.65 萬 | <0.1% | – |
| HBANHuntington Bancshares Inc | COM | 2,470 | $3.87 萬 | <0.1% | 歷史 |
| iShares Inc464286525 | MSCI GBL MIN VOL | 308 | $3.68 萬 | <0.1% | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 805 | $3.13 萬 | <0.1% | – |
| HSBCHSBC Holdings PLC | SPON ADR NEW | 369 | $3.04 萬 | <0.1% | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 501 | $2.71 萬 | <0.1% | – |
| DKSDick's Sporting Goods, Inc. | Stock | 125 | $2.48 萬 | <0.1% | 歷史 |
| Dimensional ETF Trust25434V765 | INTL HIGH PROFIT | 754 | $2.43 萬 | <0.1% | – |
| iShares Tr46434V449 | MSCI INTL MOMENT | 496 | $2.38 萬 | <0.1% | – |
| Invesco Exchange Traded FD T46137V332 | S&P500 EQL HLT | 762 | $2.30 萬 | <0.1% | – |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 244 | $2.23 萬 | <0.1% | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 608 | $2.16 萬 | <0.1% | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 263 | $2.12 萬 | <0.1% | – |
| TRMBTrimble Inc. | COM | 288 | $1.88 萬 | <0.1% | 歷史 |
| WMSAdvanced Drainage Systems, Inc. | COM | 136 | $1.86 萬 | <0.1% | 歷史 |
| FULTFulton Financial Corp | COM | 916 | $1.86 萬 | <0.1% | 歷史 |
| CHKPCheck Point Software Technologies Ltd | ORD | 130 | $1.86 萬 | <0.1% | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 36 | $1.77 萬 | <0.1% | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 39 | $1.74 萬 | <0.1% | 歷史 |
| PNFPPinnacle Financial Partners, Inc. | COM | 194 | $1.67 萬 | <0.1% | 歷史 |
| HOLXHologic Inc | COM | 208 | $1.57 萬 | <0.1% | 歷史 |
| HUBGHub Group, Inc. | CL A | 413 | $1.49 萬 | <0.1% | 歷史 |
| CMCCommercial Metals Co | Stock | 236 | $1.45 萬 | <0.1% | 歷史 |
| TRIThomson Reuters Corp | COM NO PAR | 146 | $1.31 萬 | <0.1% | 歷史 |
| American Centy ETF Tr025072323 | AVAN US SMAL ETF | 209 | $1.30 萬 | <0.1% | – |
| iShares Tr46435G433 | MSCI USA SMCP MN | 293 | $1.28 萬 | <0.1% | – |
| QGENQiagen N.V. | ORD SHARES | 273 | $1.09 萬 | <0.1% | 歷史 |
| PBHPrestige Consumer Healthcare Inc. | COM | 161 | $9,542 | <0.1% | 歷史 |
| ITGartner Inc | COM | 56 | $8,867 | <0.1% | 歷史 |
| RKLBRocket Lab Corp | COM | 99 | $6,358 | <0.1% | 歷史 |
| MRNAModerna, Inc. | Stock | 100 | $5,080 | <0.1% | 歷史 |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 116 | $4,264 | <0.1% | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 95 | $2,767 | <0.1% | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 11 | $2,614 | <0.1% | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 76 | $2,332 | <0.1% | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 55 | $1,678 | <0.1% | – |
| COLDAmericold Realty Trust | COM | 122 | $1,398 | <0.1% | 歷史 |
| SHOPShopify Inc. | Stock | 10 | $1,186 | <0.1% | 歷史 |
| ABNBAirbnb, Inc. | Stock | 2 | $253 | <0.1% | 歷史 |
| WEXWEX Inc. | COM | 1 | $153 | <0.1% | 歷史 |
| DOCUDocuSign, Inc. | Stock | 3 | $142 | <0.1% | 歷史 |
| TEAMAtlassian Corp | CL A | 2 | $137 | <0.1% | 歷史 |
| WIXWix.com Ltd. | SHS | 1 | $90 | <0.1% | 歷史 |
| ZMZoom Communications, Inc. | Stock | 1 | $80 | <0.1% | 歷史 |
| PINSPinterest, Inc. | CL A | 4 | $73 | <0.1% | 歷史 |
| RIVNRivian Automotive, Inc. | Stock | 4 | $60 | <0.1% | 歷史 |
| UUnity Software Inc. | COM | 2 | $44 | <0.1% | 歷史 |
| JDJD.com, Inc. | SPON ADS CL A | 1 | $30 | <0.1% | 歷史 |
| SCLXScilex Holding Co | COM NEW | 4 | $27 | <0.1% | 歷史 |
| JBLUJetBlue Airways Corp | COM | 4 | $18 | <0.1% | 歷史 |
| BANDBandwidth Inc. | COM CL A | 1 | $18 | <0.1% | 歷史 |