13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0001720235
申报总市值
US$4.1亿
US$4.1亿
179 檔
27.5%
Measured Wealth Private Client Group, LLC 在 Q2 2025 季度的美股仓位总计估值为 US$4.1亿，分散于 179 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q2 2025 期间，Measured Wealth Private Client Group, LLC 的持仓组合保持高度稳定，未出现显著的大幅增减仓操作，显示机构对现有持股结构维持较高之延续性。
在资产配置集中度方面，Measured Wealth Private Client Group, LLC 的前 5 大核心持股（包含 SPYV, RSP, VYM 等）合计占整体申报市值的 27.5%，反映机构在主要关键仓位上的权重分布。
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 8.28% | -3.84% | -0.10% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 7.90% | -0.23% | +1.99% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 6.93% | +0.30% | +0.28% | |
| 4 | GLD | Spdr Gold Shares | ETF-避险与商品 | 5.87% | -2.72% | -2.89% | |
| 5 | UPS | United Parcel Service-cl B | 股票-工业 | 5.11% | -0.40% | -0.01% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 4.86% | +0.05% | -0.90% | |
| 7 | XLV | Ss Health Care Select Sector | ETF-其他 | 4.73% | -2.30% | +2.89% | |
| 8 | XLK | Ss Technology Select Sector | ETF-科技型 | 4.44% | -0.04% | -2.45% | |
| 9 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 2.91% | -0.17% | +1.85% | |
| 10 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 2.32% | -3.77% | +2.97% | |
| 11 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 2.01% | +3.67% | -7.19% | |
| 12 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 1.83% | -0.69% | +1.81% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 1.61% | +0.04% | -1.47% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.47% | -0.02% | — | |
| 15 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 1.46% | -0.11% | -13.80% | |
| 16 | IYR | Ishares US Real Estate ETF | ETF-其他 | 1.41% | -0.55% | +4.96% | |
| 17 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 1.28% | -0.13% | +13.83% | |
| 18 | AAPL | Apple Inc | 股票-科技 | 1.21% | +0.02% | +2.04% | |
| 19 | XLB | Ss Materials Select Sector | ETF-其他 | 1.16% | -0.77% | +2.92% | |
| 20 | XLF | Ss Financial Select Sector | ETF-其他 | 1.14% | -1.22% | +11.24% | |
| 21 | OEF | Ishares S&p 100 ETF | ETF-其他 | 1.12% | -0.11% | -0.62% | |
| 22 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.11% | -0.05% | +13.53% | |
| 23 | MSFT | Microsoft CORP | 股票-科技 | 0.98% | -0.07% | +2.80% | |
| 24 | AVGO | Broadcom Inc | 股票-科技 | 0.93% | -0.07% | -2.37% | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.75% | -0.13% | +0.52% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.65% | -0.03% | +9.05% | |
| 27 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.56% | +0.01% | -2.83% | |
| 28 | MTG | Mgic Investment CORP | 股票-金融 | 0.52% | -0.06% | +2.78% | |
| 29 | MFC | Manulife Financial CORP | 股票-金融 | 0.51% | -0.02% | +5.56% | |
| 30 | EYLD | Cambria Emerg Shrhldr Yield | ETF-其他 | 0.49% | -0.04% | +29.89% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.47% | +0.03% | -0.29% | |
| 32 | C | Citigroup Inc | 股票-金融 | 0.46% | +0.03% | +22.91% | |
| 33 | HRB | H&r Block Inc | 股票-周期性消费 | 0.42% | -0.01% | +2.29% | |
| 34 | R | Ryder System Inc | 股票-工业 | 0.38% | +0.02% | -10.69% | |
| 35 | NBN | Northeast Bank | 股票-其他 | 0.38% | -0.05% | — | |
| 36 | NRG | Nrg Energy Inc | 股票-公用事业 | 0.37% | -0.17% | -10.23% | |
| 37 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.36% | -0.06% | -3.43% | |
| 38 | DFAT | Dimensional US Target Value | ETF-其他 | 0.35% | -0.01% | -11.53% | |
| 39 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 0.35% | — | -5.24% | |
| 40 | EME | Emcor Group Inc | 股票-工业 | 0.33% | — | +3.88% | |
| 41 | ACT | Enact Holdings Inc | 股票-其他 | 0.33% | +0.01% | +3.45% | |
| 42 | AIT | Applied Industrial Tech Inc | 股票-工业 | 0.32% | +0.03% | +5.70% | |
| 43 | SYF | Synchrony Financial | 股票-金融 | 0.32% | -0.04% | +19.36% | |
| 44 | ORI | Old Republic Intl CORP | 股票-金融 | 0.30% | -0.01% | +10.73% | |
| 45 | UNM | Unum Group | 股票-金融 | 0.29% | -0.01% | +24.46% | |
| 46 | GAP | Gap Inc/the | 股票-周期性消费 | 0.29% | -0.01% | +8.83% | |
| 47 | INGR | Ingredion Inc | 股票-非周期性消费 | 0.29% | — | +11.48% | |
| 48 | GGME | Invesco Next Gen Media And G | ETF-其他 | 0.28% | -0.01% | +26.14% | |
| 49 | EXC | Exelon CORP | 股票-公用事业 | 0.28% | -0.32% | — | |
| 50 | VIRT | Virtu Financial Inc-class A | 股票-金融 | 0.27% | — | +7.39% |
根据 SEC 官方 Form 13F 申报备案，Measured Wealth Private Client Group, LLC 在 Q2 2025 季度的美股持仓总市值约为 US$4.1亿，共申报了 179 个公开持股仓位。
在 Q2 2025 季度，Measured Wealth Private Client Group, LLC 按市值排列的前三大核心持股分别为：SPYV (8.3%)、RSP (7.9%)、VYM (6.9%)。其中最大持股仓位 SPYV 占据整体投资组合约 8.3% 的权重。
在 Q2 2025 季度中，Measured Wealth Private Client Group, LLC 的持仓组合维持高度稳定，未出现大规模调仓操作。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
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完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。