RESOURCES MANAGEMENT CORP /CT/ /ADV
WEST HARTFORD CT · SEC CIK 0000749044
$7.53亿2026Q1 申报市值
415持仓数
36.2%前十大占比 · 第一大 6.5%
17 / 31新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
FISV 加仓+$316.79万
AMZN 加仓+$131.45万
ABT 加仓+$130.34万
PANW 加仓+$112.76万
BSX 加仓+$80.10万
2026Q1 卖出最多 按季末市值估算
APH 减仓-$116.55万
ITW 减仓-$64.74万
GOOGL 减仓-$56.19万
CMG 减仓-$44.48万
LRCX 减仓-$43.12万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| NVS | NOVARTIS AG ADR | $6.90万 | 0.01% | 450 | 200 | 80.0% | $3.07万 | 加仓 |
| PFF | ISHARES U.S. PREFERRED STOCK ETF | $7.20万 | 0.01% | 2,375 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO PLC | $7.50万 | 0.01% | 800 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY FUND | $7.60万 | 0.01% | 1,544 | 0 | 0.0% | — | 不变 |
| VXF | Vanguard Extended Market ETF | $7.70万 | 0.01% | 374 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD LARGE-CAP ETF | $7.70万 | 0.01% | 258 | 48 | 22.9% | $1.43万 | 加仓 |
| VTV | VANGUARD VALUE ETF | $8.20万 | 0.01% | 416 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD HEALTH CARE ETF | $8.60万 | 0.01% | 314 | 5 | 1.6% | $1,369 | 加仓 |
| MCO | MOODY'S CORPORATION | $8.70万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC | $8.70万 | 0.01% | 307 | 7 | 2.3% | $1,984 | 加仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FUND | $8.90万 | 0.01% | 4,046 | 4,046 | — | $8.90万 | 新建仓 |
| ARI | APOLLO COMMERCIAL REAL ESTATE FINANCE INC | $9.10万 | 0.01% | 8,618 | 1,918 | 28.6% | $2.03万 | 加仓 |
| XLV | SELECT SECTOR SPDR TRUST THE HEALTH CARE SELECT SE | $9.40万 | 0.01% | 643 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $9.40万 | 0.01% | 433 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD RUSSELL 2000 ETF | $9.80万 | 0.01% | 975 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP-WI | $9.90万 | 0.01% | 1,290 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $10.20万 | 0.01% | 2,747 | -413 | -13.1% | -$1.53万 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATERIALS INC | $10.30万 | 0.01% | 1,352 | -982 | -42.1% | -$7.48万 | 减仓 |
| HSY | THE HERSHEY CO | $10.60万 | 0.01% | 510 | -190 | -27.1% | -$3.95万 | 减仓 |
| GPC | GENUINE PARTS CO | $10.60万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $10.60万 | 0.01% | 145 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION FREIGHT LINES INC | $10.70万 | 0.01% | 550 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $10.70万 | 0.01% | 650 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $10.80万 | 0.01% | 689 | -380 | -35.5% | -$5.96万 | 减仓 |
| ZTS | ZOETIS INC | $10.80万 | 0.01% | 913 | 0 | 0.0% | — | 不变 |
| CCOI | COGENT COMMUNICATIONS HOLDINGS INC | $11.10万 | 0.01% | 5,869 | -4,658 | -44.2% | -$8.81万 | 减仓 |
| MMM | 3M CO | $11.10万 | 0.01% | 762 | -53 | -6.5% | -$7,720 | 减仓 |
| INGR | INGREDION INC | $11.30万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $11.40万 | 0.02% | 1,850 | -350 | -15.9% | -$2.16万 | 减仓 |
| IAU | ISHARES GOLD TRUST | $11.60万 | 0.02% | 1,319 | 0 | 0.0% | — | 不变 |
| SUN | SUNOCO LP COM UNIT REPSTG LTD PARTNERSHIP INT | $11.60万 | 0.02% | 1,780 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC B | $11.80万 | 0.02% | 2,242 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR FUND SHS BEN CONSUMER DISCRETIO | $12.10万 | 0.02% | 1,108 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COMPANIES INC | $12.70万 | 0.02% | 1,749 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELECTRIC POWER CO INC | $12.80万 | 0.02% | 978 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $13.00万 | 0.02% | 1,349 | -175 | -11.5% | -$1.69万 | 减仓 |
| SDY | SPDR S&P DIVIDEND ETF | $13.10万 | 0.02% | 900 | 0 | 0.0% | — | 不变 |
| XLI | INDUSTRIAL SELECT SECTOR SPDR ETF | $13.50万 | 0.02% | 832 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $14.40万 | 0.02% | 3,700 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $14.60万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTERNATIONAL INC CLASS A | $14.60万 | 0.02% | 2,530 | 0 | 0.0% | — | 不变 |
| BP | BP PLC ADR | $14.60万 | 0.02% | 3,100 | 0 | 0.0% | — | 不变 |
| STT | STATE STREET CORP | $14.90万 | 0.02% | 1,175 | -15 | -1.3% | -$1,902 | 减仓 |
| BR | BROADRIDGE FINANCIAL SOLUTIONS INC | $15.10万 | 0.02% | 930 | -385 | -29.3% | -$6.25万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $15.30万 | 0.02% | 1,250 | -50 | -3.8% | -$6,120 | 减仓 |
| STZ | CONSTELLATION BRANDS INC CLASS A | $15.40万 | 0.02% | 1,027 | -3 | -0.3% | -$450 | 减仓 |
| VLTO | VERALTO ORD WI | $15.50万 | 0.02% | 1,752 | -150 | -7.9% | -$1.33万 | 减仓 |
| MPC | MARATHON PETROLEUM CORP | $15.90万 | 0.02% | 650 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $16.70万 | 0.02% | 3,600 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES CORE S&P MID-CAP | $17.10万 | 0.02% | 2,531 | 459 | 22.2% | $3.10万 | 加仓 |
| MTB | M&T BANK CORP | $17.30万 | 0.02% | 837 | -640 | -43.3% | -$13.23万 | 减仓 |
| ALLE | ALLEGION PLC | $17.30万 | 0.02% | 1,188 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $17.30万 | 0.02% | 2,615 | 40 | 1.6% | $2,646 | 加仓 |
| SIGI | SELECTIVE INSURANCE GROUP INC | $18.30万 | 0.02% | 2,423 | 0 | 0.0% | — | 不变 |
| OSIS | OSI SYSTEMS INC | $18.60万 | 0.02% | 700 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COMPANIES INC | $19.50万 | 0.03% | 1,125 | 0 | 0.0% | — | 不变 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CORP A | $19.60万 | 0.03% | 3,195 | -500 | -13.5% | -$3.07万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $20.50万 | 0.03% | 770 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC | $20.70万 | 0.03% | 2,285 | -200 | -8.0% | -$1.81万 | 减仓 |
| XLF | FINANCIAL SELECT SECTOR SPDR ETF | $21.30万 | 0.03% | 4,318 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES MSCI EAFE ETF | $21.40万 | 0.03% | 2,205 | 0 | 0.0% | — | 不变 |
| FTV | FORTIVE CORP | $21.50万 | 0.03% | 3,896 | -23 | -0.6% | -$1,269 | 减仓 |
| ROG | ROGERS CORP | $21.50万 | 0.03% | 2,000 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $21.90万 | 0.03% | 1,100 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY SA | $22.00万 | 0.03% | 453 | 3 | 0.7% | $1,457 | 加仓 |
| NSRGY | NESTLE SA ADR | $22.80万 | 0.03% | 2,300 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT INC | $22.90万 | 0.03% | 530 | 0 | 0.0% | — | 不变 |
| USB | U.S. BANCORP | $23.00万 | 0.03% | 4,425 | 298 | 7.2% | $1.55万 | 加仓 |
| MS | MORGAN STANLEY | $23.30万 | 0.03% | 1,415 | 0 | 0.0% | — | 不变 |
| — | U.S. BANCORP | $23.60万 | 0.03% | 315 | 0 | 0.0% | — | 不变 |
| DIS | WALT DISNEY CO | $25.00万 | 0.03% | 2,592 | -655 | -20.2% | -$6.32万 | 减仓 |
| ETN | EATON CORP PLC | $25.10万 | 0.03% | 703 | 0 | 0.0% | — | 不变 |
| XLK | TECHNOLOGY SELECT SECTOR SPDR ETF | $25.30万 | 0.03% | 1,904 | 3 | 0.2% | $399 | 加仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $25.30万 | 0.03% | 1,019 | -25 | -2.4% | -$6,207 | 减仓 |
| META | META PLATFORMS INC CLASS A | $26.50万 | 0.04% | 464 | -140 | -23.2% | -$8.00万 | 减仓 |
| IYW | ISHARES U S TECHNOLOGY ETF | $26.70万 | 0.04% | 1,470 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES S&P 500 GROWTH | $27.20万 | 0.04% | 2,404 | -121 | -4.8% | -$1.37万 | 减仓 |
| ALL | ALLSTATE CORP | $27.20万 | 0.04% | 1,310 | 0 | 0.0% | — | 不变 |
| WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $27.50万 | 0.04% | 1,100 | -3 | -0.3% | -$750 | 减仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHAR | $27.60万 | 0.04% | 1,285 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $28.00万 | 0.04% | 402 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NEW YORK MELLON CORP | $28.10万 | 0.04% | 2,370 | 110 | 4.9% | $1.30万 | 加仓 |
| MDY | SPDR S&P MIDCAP 400 ETF | $28.70万 | 0.04% | 466 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $29.10万 | 0.04% | 817 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHERN CORP | $29.30万 | 0.04% | 1,020 | -450 | -30.6% | -$12.93万 | 减仓 |
| VB | VANGUARD SMALL CAP ETF | $29.90万 | 0.04% | 1,140 | -25 | -2.1% | -$6,557 | 减仓 |
| GLD | SPDR GOLD SHARES TRUST | $30.30万 | 0.04% | 705 | 200 | 39.6% | $8.60万 | 加仓 |
| JPEF | JPMORGAN EQUITY FOCUS ETF | $31.30万 | 0.04% | 4,357 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $31.50万 | 0.04% | 981 | 686 | 232.5% | $22.03万 | 加仓 |
| — | OXFORD LANE CAP COR PFD SER 2027 PRF | $32.60万 | 0.04% | 13,200 | 0 | 0.0% | — | 不变 |
| CRH | CRH PLC | $32.80万 | 0.04% | 3,119 | 2,242 | 255.6% | $23.58万 | 加仓 |
| TSLA | TESLA MOTORS INC | $35.30万 | 0.05% | 949 | 58 | 6.5% | $2.16万 | 加仓 |
| IWR | ISHARES RUSSELL MID-CAP ETF | $35.50万 | 0.05% | 3,652 | 0 | 0.0% | — | 不变 |
| PH | PARKER HANNIFIN CORP | $35.80万 | 0.05% | 400 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $36.10万 | 0.05% | 6,671 | 376 | 6.0% | $2.03万 | 加仓 |
| PTC | PTC INC | $38.00万 | 0.05% | 2,668 | 342 | 14.7% | $4.87万 | 加仓 |
| IR | INGERSOLL-RAND PLC | $38.20万 | 0.05% | 4,764 | -364 | -7.1% | -$2.92万 | 减仓 |
| MFC | MANULIFE FINANCIAL CORP | $39.70万 | 0.05% | 11,520 | -225 | -1.9% | -$7,754 | 减仓 |
| CHD | CHURCH & DWIGHT COMPANY INC. | $39.80万 | 0.05% | 4,261 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $40.90万 | 0.05% | 600 | 0 | 0.0% | — | 不变 |