Measured Wealth Private Client Group, LLC 13F 持仓 · 2026年Q2
Measured Wealth Private Client Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 697 只证券，申报市值合计 4.14 亿美元。前几大持仓：VYM（6.83%）、SPYG（5.00%）、GLD（4.38%）。本季前 25 大持仓中：新建仓 6 只、增持 7 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VYM | VANGUARD WHITEHALL FDS | $28.3M | 6.83% | 178,824 | 增持 |
| 2 | SPYG | SPDR SERIES TRUST | $20.7M | 5.00% | 173,973 | 增持 |
| 3 | GLD | SPDR GOLD TR | $18.1M | 4.38% | 49,217 | 减持 |
| 4 | RSP | INVESCO EXCHANGE TRADED FD T | $17.6M | 4.25% | 82,579 | 减持 |
| 5 | XLK | SELECT SECTOR SPDR TR | $17.5M | 4.23% | 91,922 | 减持 |
| 6 | UPS | UNITED PARCEL SVCS INC | $17.1M | 4.15% | 159,528 | 减持 |
| 7 | SMH | VANECK ETF TRUST | $16.4M | 3.95% | 24,944 | 减持 |
| 8 | EEM | ISHARES TR | $14.1M | 3.41% | 205,993 | 增持 |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | $13.7M | 3.32% | 18,404 | 减持 |
| 10 | XLV | SELECT SECTOR SPDR TR | $10.8M | 2.61% | 68,105 | 减持 |
| 11 | SPYV | SPDR SERIES TRUST | $10.6M | 2.56% | 174,125 | 减持 |
| 12 | KBE | SPDR SERIES TRUST | $7.1M | 1.73% | 104,704 | 新建仓 |
| 13 | XBI | SPDR SERIES TRUST | $7.1M | 1.72% | 45,038 | 新建仓 |
| 14 | IYZ | ISHARES TR | $6.8M | 1.65% | 161,440 | 新建仓 |
| 15 | NVDA | NVIDIA CORPORATION | $6.7M | 1.62% | 33,439 | 增持 |
| 16 | XLU | SELECT SECTOR SPDR TR | $6.4M | 1.55% | 141,572 | 增持 |
| 17 | QTUM | ETF SER SOLUTIONS | $6.1M | 1.47% | 36,862 | 新建仓 |
| 18 | AAPL | APPLE INC | $6.0M | 1.46% | 20,887 | 增持 |
| 19 | XLP | SELECT SECTOR SPDR TR | $5.9M | 1.44% | 71,484 | 减持 |
| 20 | URA | GLOBAL X FDS | $5.7M | 1.39% | 131,220 | 新建仓 |
| 21 | XLI | SELECT SECTOR SPDR TR | $5.3M | 1.29% | 28,757 | 增持 |
| 22 | IVV | ISHARES TR | $4.9M | 1.18% | 6,498 | 减持 |
| 23 | TLT | ISHARES TR | $4.7M | 1.13% | 54,219 | 减持 |
| 24 | XPH | SPDR SERIES TRUST | $4.5M | 1.09% | 68,306 | 新建仓 |
| 25 | DGRO | ISHARES TR | $4.4M | 1.06% | 57,981 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR