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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 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。

機構總覽
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%)
申報日
2026/8/10
SEC
Measured Wealth Private Client Group, LLC 在 2026 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
Global X FDS37950E291GLOBX SUPDV US237$4,515<0.1%00.0%不變–
TEITempleton Emerging Markets Income FundCOM750$5,055<0.1%00.0%不變歷史
NMAINuveen Multi-Asset Income FundCOM364$5,158<0.1%00.0%不變歷史
Pacer US Cash Cows 100 ETF69374H881ETF84$5,225<0.1%00.0%不變–
MRSHMarsh & McLennan Companies, Inc.Stock32$5,333<0.1%00.0%不變歷史
DHRDanaher CorpStock29$5,524<0.1%00.0%不變歷史
RITMRithm Capital Corp.REIT592$5,559<0.1%00.0%不變歷史
HOGHarley-Davidson, Inc.COM229$5,600<0.1%+2+0.9%加碼歷史
TAPMolson Coors Beverage CoCL B144$5,610<0.1%00.0%不變歷史
MPLXMPLX LPCOM UNIT REP LTD100$5,633<0.1%00.0%不變歷史
TROWPrice T Rowe Group IncStock52$5,912<0.1%00.0%不變歷史
USBUS Bancorp DECOM NEW98$5,919<0.1%−200−67.1%減碼歷史
DDominion Energy, IncStock91$6,214<0.1%00.0%不變歷史
ARMPArmata Pharmaceuticals, Inc.COM1,000$6,480<0.1%00.0%不變歷史
Flexshares Tr33939L886ULTR SHO INC FD88$6,637<0.1%00.0%不變–
VCVisteon CorpCOM NEW67$6,647<0.1%00.0%不變歷史
TMHCTaylor Morrison Home CorpCOM93$6,672<0.1%00.0%不變歷史
Vanguard Long-Term Treasury ETF92206C847ETF121$6,677<0.1%+121新進–
IBNIcici Bank LtdADR238$6,909<0.1%00.0%不變歷史
HRHealthcare Realty Trust IncCL A COM350$7,060<0.1%00.0%不變歷史
MYEMyers Industries IncCOM200$7,062<0.1%00.0%不變歷史
iShares Tr46434V290US SML CAP EQT80$7,131<0.1%00.0%不變–
CMCSAComcast CorpStock297$7,291<0.1%00.0%不變歷史
MBCMasterBrand, Inc.COMMON STOCK712$7,326<0.1%00.0%不變歷史
BBWIBath & Body Works, Inc.COM318$7,355<0.1%−196−38.1%減碼歷史
BTZBlackRock Credit Allocation Income TrustCOM750$7,665<0.1%00.0%不變歷史
THGHanover Insurance Group, Inc.COM36$7,708<0.1%−127−77.9%減碼歷史
FICOFair Isaac CorpCOM7$7,798<0.1%00.0%不變歷史
PIMFranklin Master Intermediate Income TrustSH BEN INT2,500$8,075<0.1%00.0%不變歷史
ZTSZoetis Inc.Stock113$8,120<0.1%00.0%不變歷史
DEODiageo PLCSPON ADR NEW103$8,279<0.1%00.0%不變歷史
RDNRadian Group IncCOM223$8,399<0.1%00.0%不變歷史
VTRSViatris IncStock533$8,464<0.1%00.0%不變歷史
BABoeing CoStock40$8,659<0.1%00.0%不變歷史
BKNGBooking Holdings Inc.Stock50$8,912<0.1%+50新進歷史
LRNStride, Inc.COM104$8,969<0.1%00.0%不變歷史
WATWaters CorpCOM24$9,001<0.1%−51−68.0%減碼歷史
SNDKSandisk CorpCOM4$9,095<0.1%−12−75.0%減碼歷史
FAXAbrdn Asia-Pacific Income Fund, Inc.COM NEW625$9,194<0.1%00.0%不變歷史
MANHManhattan Associates IncStock67$9,330<0.1%−124−64.9%減碼歷史
RSGRepublic Services, Inc.COM46$9,802<0.1%00.0%不變歷史
VanEck ETF Trust92189F106GOLD MINERS ETF130$9,809<0.1%−1−0.8%減碼–
Vanguard World FD921910691ESG US CORP BD158$9,916<0.1%00.0%不變–
WMBWilliams Companies, Inc.COM135$1.00 萬<0.1%00.0%不變歷史
PANWPalo Alto Networks IncStock30$1.02 萬<0.1%00.0%不變歷史
LUVSouthwest Airlines CoCOM200$1.03 萬<0.1%00.0%不變歷史
PGRProgressive CorpStock48$1.05 萬<0.1%00.0%不變歷史
Vanguard Whitehall FDS921946794INTL HIGH ETF108$1.06 萬<0.1%00.0%不變–
ITRIItron, Inc.COM124$1.07 萬<0.1%00.0%不變歷史
iShares Tr46432F388MSCI USA VALUE54$1.08 萬<0.1%00.0%不變–
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF116$1.09 萬<0.1%+116新進–
PCORProcore Technologies, Inc.COM272$1.10 萬<0.1%−139−33.8%減碼歷史
FFord Motor CoStock800$1.11 萬<0.1%00.0%不變歷史
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF103$1.12 萬<0.1%00.0%不變–
ARCCAres Capital CorpCEF613$1.14 萬<0.1%−6,078−90.8%減碼歷史
ALSNAllison Transmission Holdings IncStock101$1.14 萬<0.1%−162−61.6%減碼歷史
DORMDorman Products, Inc.COM84$1.15 萬<0.1%−118−58.4%減碼歷史
TTCToro CoCOM118$1.15 萬<0.1%−3−2.5%減碼歷史
FDXFedEx CorpStock37$1.16 萬<0.1%+37新進歷史
TRIThomson Reuters CorpStock143$1.17 萬<0.1%+143新進歷史
DBX ETF Tr233051200XTRACK MSCI EAFE216$1.18 萬<0.1%00.0%不變–
LUMNLumen Technologies, Inc.Stock1,554$1.19 萬<0.1%+1,554新進歷史
CLXClorox CoStock126$1.20 萬<0.1%00.0%不變歷史
STNStantec IncCOM175$1.21 萬<0.1%00.0%不變歷史
BTCGrayscale Bitcoin Mini Trust ETFETF472$1.22 萬<0.1%00.0%不變歷史
ONTOOnto Innovation Inc.COM33$1.25 萬<0.1%−70−68.0%減碼歷史
SPDR Series Trust78468R622ST BLOO HIGH ETF132$1.27 萬<0.1%00.0%不變–
PARPar Technology CorpCOM732$1.28 萬<0.1%+209+40.0%加碼歷史
TNLTravel & Leisure Co.COM172$1.31 萬<0.1%+2+1.2%加碼歷史
SUISun Communities IncCOM110$1.32 萬<0.1%00.0%不變歷史
BlackRock ETF Trust09290C780ISHA I IN TE ETF252$1.33 萬<0.1%00.0%不變–
URBNUrban Outfitters IncCOM191$1.35 萬<0.1%−1−0.5%減碼歷史
First Tr Exchange-Traded FD337344105NASDAQ-100 SEL88$1.40 萬<0.1%−5−5.4%減碼–
TGTTarget CorpStock108$1.41 萬<0.1%00.0%不變歷史
FHNFirst Horizon CorpCOM551$1.41 萬<0.1%+7+1.3%加碼歷史
TMUST-Mobile US, Inc.Stock85$1.43 萬<0.1%00.0%不變歷史
EGEverest Group, Ltd.COM40$1.43 萬<0.1%00.0%不變歷史
AYIAcuity Inc. (DE)Stock38$1.43 萬<0.1%−58−60.4%減碼歷史
Vanguard Morningstar Small-Cap Growth ETF922908595ETF40$1.46 萬<0.1%00.0%不變–
WCNWaste Connections, Inc.COM89$1.48 萬<0.1%−25−21.9%減碼歷史
Invesco Exch Traded FD Tr II46138E339S&P 500 MOMNTM92$1.49 萬<0.1%00.0%不變–
CNACna Financial CorpCOM306$1.49 萬<0.1%−838−73.3%減碼歷史
LIILennox International IncCOM26$1.49 萬<0.1%00.0%不變歷史
First Tr Exchange-Traded FD33734H106SHS311$1.50 萬<0.1%+311新進–
ADSKAutodesk, Inc.COM78$1.52 萬<0.1%00.0%不變歷史
TTTrane Technologies plcSHS31$1.52 萬<0.1%00.0%不變歷史
First Tr Exchange-Traded FD33736G106GBL WND ENRG ETF615$1.54 萬<0.1%00.0%不變–
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD197$1.56 萬<0.1%00.0%不變–
NOWServiceNow, Inc.Stock160$1.59 萬<0.1%−5−3.0%減碼歷史
Invesco Exchange Traded FD T46137V696DYNMC MEDIA264$1.59 萬<0.1%−441−62.6%減碼–
LFSTLifeStance Health Group, Inc.COM1,485$1.59 萬<0.1%+1,485新進歷史
PAYCPaycom Software, Inc.Stock127$1.60 萬<0.1%00.0%不變歷史
FEFirstenergy CorpCOM341$1.62 萬<0.1%00.0%不變歷史
FLRFluor CorpStock310$1.62 萬<0.1%00.0%不變歷史
BSXBoston Scientific CorpStock387$1.65 萬<0.1%−158−29.0%減碼歷史
BlackRock ETF Trust II092528819ISHA SECU IN ETF334$1.67 萬<0.1%00.0%不變–
ETREntergy CorpCOM145$1.67 萬<0.1%00.0%不變歷史
CVSACovista Inc.COM134$1.67 萬<0.1%−149−52.7%減碼歷史
iShares Russell 1000 Value ETF464287598ETF69$1.67 萬<0.1%−8−10.4%減碼–
TRUTransUnionCOM234$1.69 萬<0.1%00.0%不變歷史

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。

Measured Wealth Private Client Group, LLC 在 2026 年第 1 季之後清倉的部位
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 Tr464288158SHRT NAT MUN ETF1,577$16.8 萬<0.1%–
Vanguard Mun BD FDS922907746TAX EXEMPT BD2,092$10.4 萬<0.1%–
HONHoneywell International IncCOM408$9.22 萬<0.1%歷史
iShares MSCI USA Momentum Factor ETF46432F396ETF254$6.10 萬<0.1%–
iShares MSCI USA Min Vol Factor ETF46429B697ETF501$4.65 萬<0.1%–
HBANHuntington Bancshares IncCOM2,470$3.87 萬<0.1%歷史
iShares Inc464286525MSCI GBL MIN VOL308$3.68 萬<0.1%–
Dimensional U.S. Core Equity 2 ETF25434V708ETF805$3.13 萬<0.1%–
HSBCHSBC Holdings PLCSPON ADR NEW369$3.04 萬<0.1%歷史
Vanguard Ftse Emerging Markets ETF922042858ETF501$2.71 萬<0.1%–
DKSDick's Sporting Goods, Inc.Stock125$2.48 萬<0.1%歷史
Dimensional ETF Trust25434V765INTL HIGH PROFIT754$2.43 萬<0.1%–
iShares Tr46434V449MSCI INTL MOMENT496$2.38 萬<0.1%–
Invesco Exchange Traded FD T46137V332S&P500 EQL HLT762$2.30 萬<0.1%–
iShares MSCI Eafe Min Vol Factor ETF46429B689ETF244$2.23 萬<0.1%–
Dimensional ETF Trust25434V799INTL CORE EQUITY608$2.16 萬<0.1%–
American Centy ETF Tr025072604AVANTIS EMGMKT263$2.12 萬<0.1%–
TRMBTrimble Inc.COM288$1.88 萬<0.1%歷史
WMSAdvanced Drainage Systems, Inc.COM136$1.86 萬<0.1%歷史
FULTFulton Financial CorpCOM916$1.86 萬<0.1%歷史
CHKPCheck Point Software Technologies LtdORD130$1.86 萬<0.1%歷史
TMOThermo Fisher Scientific Inc.Stock36$1.77 萬<0.1%歷史
VRTXVertex Pharmaceuticals IncStock39$1.74 萬<0.1%歷史
PNFPPinnacle Financial Partners, Inc.COM194$1.67 萬<0.1%歷史
HOLXHologic IncCOM208$1.57 萬<0.1%歷史
HUBGHub Group, Inc.CL A413$1.49 萬<0.1%歷史
CMCCommercial Metals CoStock236$1.45 萬<0.1%歷史
TRIThomson Reuters CorpCOM NO PAR146$1.31 萬<0.1%歷史
American Centy ETF Tr025072323AVAN US SMAL ETF209$1.30 萬<0.1%–
iShares Tr46435G433MSCI USA SMCP MN293$1.28 萬<0.1%–
QGENQiagen N.V.ORD SHARES273$1.09 萬<0.1%歷史
PBHPrestige Consumer Healthcare Inc.COM161$9,542<0.1%歷史
ITGartner IncCOM56$8,867<0.1%歷史
RKLBRocket Lab CorpCOM99$6,358<0.1%歷史
MRNAModerna, Inc.Stock100$5,080<0.1%歷史
Dimensional ETF Trust25434V831US HIGH PROF ETF116$4,264<0.1%–
Schwab U.S. Large-Cap Growth ETF808524300ETF95$2,767<0.1%–
Invesco Nasdaq 100 ETF46138G649ETF11$2,614<0.1%–
Schwab US Dividend Equity ETF808524797ETF76$2,332<0.1%–
Schwab U.S. Large-Cap Value ETF808524409ETF55$1,678<0.1%–
COLDAmericold Realty TrustCOM122$1,398<0.1%歷史
SHOPShopify Inc.Stock10$1,186<0.1%歷史
ABNBAirbnb, Inc.Stock2$253<0.1%歷史
WEXWEX Inc.COM1$153<0.1%歷史
DOCUDocuSign, Inc.Stock3$142<0.1%歷史
TEAMAtlassian CorpCL A2$137<0.1%歷史
WIXWix.com Ltd.SHS1$90<0.1%歷史
ZMZoom Communications, Inc.Stock1$80<0.1%歷史
PINSPinterest, Inc.CL A4$73<0.1%歷史
RIVNRivian Automotive, Inc.Stock4$60<0.1%歷史
UUnity Software Inc.COM2$44<0.1%歷史
JDJD.com, Inc.SPON ADS CL A1$30<0.1%歷史
SCLXScilex Holding CoCOM NEW4$27<0.1%歷史
JBLUJetBlue Airways CorpCOM4$18<0.1%歷史
BANDBandwidth Inc.COM CL A1$18<0.1%歷史