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 |
|---|---|---|---|---|---|---|---|---|
| GEV | GE VERNOVA LLC COM | $40.90万 | 0.05% | 469 | -7 | -1.5% | -$6,104 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $45.40万 | 0.06% | 1,266 | -18 | -1.4% | -$6,455 | 减仓 |
| — | WEBSTER FINANCIAL CORP | $46.70万 | 0.06% | 6,720 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP | $46.70万 | 0.06% | 9,285 | -250 | -2.6% | -$1.26万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC CLASS A | $47.20万 | 0.06% | 14,740 | -13,890 | -48.5% | -$44.48万 | 减仓 |
| NVO | NOVO NORDISK A/S | $47.80万 | 0.06% | 13,000 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORP-WI | $54.20万 | 0.07% | 9,633 | -13 | -0.1% | -$731 | 减仓 |
| KO | COCA-COLA CO | $54.60万 | 0.07% | 7,182 | 116 | 1.6% | $8,819 | 加仓 |
| CNR | CORE NATURAL RESOURCES INC | $57.30万 | 0.08% | 5,468 | 275 | 5.3% | $2.88万 | 加仓 |
| AB | ALLIANCEBERNSTEIN HOLDING L.P. | $58.20万 | 0.08% | 15,550 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $58.90万 | 0.08% | 696 | -41 | -5.6% | -$3.47万 | 减仓 |
| CSX | CSX CORP | $59.40万 | 0.08% | 14,464 | -50 | -0.3% | -$2,053 | 减仓 |
| PM | PHILIP MORRIS INTERNATIONAL INC | $59.50万 | 0.08% | 3,600 | 0 | 0.0% | — | 不变 |
| QQQ | POWERSHARES QQQ ETF | $59.60万 | 0.08% | 1,032 | 10 | 1.0% | $5,775 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $62.20万 | 0.08% | 1,350 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL REALTY TRUST INC | $62.50万 | 0.08% | 3,469 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $62.60万 | 0.08% | 5,409 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $65.40万 | 0.09% | 5,965 | -170 | -2.8% | -$1.86万 | 减仓 |
| WWD | WOODWARD INC | $66.10万 | 0.09% | 1,848 | 0 | 0.0% | — | 不变 |
| AVY | AVERY DENNISON CORP | $69.00万 | 0.09% | 3,994 | -380 | -8.7% | -$6.56万 | 减仓 |
| SBUX | STARBUCKS CORP | $70.10万 | 0.09% | 7,825 | -3,785 | -32.6% | -$33.91万 | 减仓 |
| RMD | RESMED INC | $71.90万 | 0.10% | 3,201 | -120 | -3.6% | -$2.70万 | 减仓 |
| COP | CONOCOPHILLIPS | $72.40万 | 0.10% | 5,486 | -627 | -10.3% | -$8.27万 | 减仓 |
| CL | COLGATE-PALMOLIVE CO | $73.30万 | 0.10% | 8,606 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TRUST SHS BEN INT ENERGY | $74.00万 | 0.10% | 12,076 | -250 | -2.0% | -$1.53万 | 减仓 |
| GE | GENERAL ELECTRIC CO | $75.50万 | 0.10% | 2,659 | -165 | -5.8% | -$4.69万 | 减仓 |
| NFLX | NETFLIX INC | $76.20万 | 0.10% | 7,920 | 0 | 0.0% | — | 不变 |
| XETYX | EATON VANCE TAX-MANAGED DIVERSIFIED EQUITY INCOME FUND | $78.90万 | 0.10% | 57,204 | 0 | 0.0% | — | 不变 |
| STAG | STAG INDUSTRIAL INC | $87.90万 | 0.12% | 24,375 | -675 | -2.7% | -$2.43万 | 减仓 |
| GXO | GXO LOGISTICS INC | $93.30万 | 0.12% | 17,999 | -1,750 | -8.9% | -$9.07万 | 减仓 |
| HASI | HANNON ARMSTRONG SUSTAINABLE INFRASTRUCTURE CAPITAL | $96.50万 | 0.13% | 26,255 | -120 | -0.5% | -$4,411 | 减仓 |
| HLI | HOULIHAN LOKEY INC | $101.20万 | 0.13% | 7,045 | 1,112 | 18.7% | $15.97万 | 加仓 |
| SNPS | SYNOPSYS INC | $101.80万 | 0.14% | 2,567 | -48 | -1.8% | -$1.90万 | 减仓 |
| SO | SOUTHERN CO | $105.70万 | 0.14% | 10,948 | -315 | -2.8% | -$3.04万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $108.40万 | 0.14% | 3,159 | -9 | -0.3% | -$3,088 | 减仓 |
| GOOG | ALPHABET INC C | $110.30万 | 0.15% | 3,846 | -129 | -3.2% | -$3.70万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $115.20万 | 0.15% | 3,810 | -290 | -7.1% | -$8.77万 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT INC | $115.30万 | 0.15% | 7,560 | 119 | 1.6% | $1.81万 | 加仓 |
| PFE | PFIZER INC | $115.40万 | 0.15% | 41,110 | -10,946 | -21.0% | -$30.73万 | 减仓 |
| BMO | BANK OF MONTREAL | $118.70万 | 0.16% | 8,770 | -625 | -6.7% | -$8.46万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $119.40万 | 0.16% | 18,635 | 534 | 3.0% | $3.42万 | 加仓 |
| AMGN | AMGEN INC | $125.20万 | 0.17% | 3,557 | -80 | -2.2% | -$2.82万 | 减仓 |
| PSX | PHILLIPS 66 | $131.70万 | 0.17% | 7,228 | -45 | -0.6% | -$8,199 | 减仓 |
| LIN | LINDE PLC | $132.00万 | 0.18% | 2,663 | -165 | -5.8% | -$8.18万 | 减仓 |
| NTRA | NATERA INC | $133.40万 | 0.18% | 6,671 | -87 | -1.3% | -$1.74万 | 减仓 |
| APD | AIR PRODUCTS & CHEMICALS INC | $137.90万 | 0.18% | 4,746 | -672 | -12.4% | -$19.53万 | 减仓 |
| VOO | VANGUARD 500 ETF | $138.30万 | 0.18% | 2,314 | 31 | 1.4% | $1.85万 | 加仓 |
| SHW | SHERWIN-WILLIAMS CO | $139.00万 | 0.18% | 4,336 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC A | $143.60万 | 0.19% | 2 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY | $144.00万 | 0.19% | 20,782 | 0 | 0.0% | — | 不变 |
| UNP | UNION PACIFIC CORP | $149.30万 | 0.20% | 6,155 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $159.90万 | 0.21% | 15,290 | 3,575 | 30.5% | $37.39万 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES ORD | $162.60万 | 0.22% | 98,965 | 12,740 | 14.8% | $20.93万 | 加仓 |
| DE | DEERE & CO | $165.60万 | 0.22% | 2,939 | -10 | -0.3% | -$5,635 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB COMPANY | $167.20万 | 0.22% | 27,575 | -225 | -0.8% | -$1.36万 | 减仓 |
| CMI | CUMMINS INC | $167.40万 | 0.22% | 3,112 | -34 | -1.1% | -$1.83万 | 减仓 |
| SE | SEA LTD | $169.20万 | 0.22% | 20,438 | 3,835 | 23.1% | $31.75万 | 加仓 |
| SNOW | SNOWFLAKE CL A ORD | $178.90万 | 0.24% | 11,861 | 1,833 | 18.3% | $27.65万 | 加仓 |
| XPO | XPO LOGISTICS INC | $181.20万 | 0.24% | 9,312 | -220 | -2.3% | -$4.28万 | 减仓 |
| LOW | LOWE'S COMPANIES INC | $182.20万 | 0.24% | 7,710 | -50 | -0.6% | -$1.18万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $183.80万 | 0.24% | 3,740 | -240 | -6.0% | -$11.79万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $189.10万 | 0.25% | 6,483 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC B | $191.90万 | 0.25% | 4,004 | -10 | -0.2% | -$4,793 | 减仓 |
| AME | AMETEK INC | $193.70万 | 0.26% | 9,036 | -15 | -0.2% | -$3,215 | 减仓 |
| WFC | WELLS FARGO & CO | $201.80万 | 0.27% | 25,352 | -13 | -0.1% | -$1,035 | 减仓 |
| CEG | CONSTELLATION ENERGY ORD WI | $201.90万 | 0.27% | 7,229 | 534 | 8.0% | $14.91万 | 加仓 |
| CB | CHUBB LTD | $205.50万 | 0.27% | 6,305 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $215.20万 | 0.29% | 7,951 | -149 | -1.8% | -$4.03万 | 减仓 |
| V | VISA INC CLASS A | $218.80万 | 0.29% | 7,238 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC | $224.50万 | 0.30% | 1,937 | -21 | -1.1% | -$2.43万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $224.80万 | 0.30% | 3,720 | -75 | -2.0% | -$4.53万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC | $229.90万 | 0.31% | 14,618 | 2,299 | 18.7% | $36.16万 | 加仓 |
| CVS | CVS HEALTH CORP | $232.60万 | 0.31% | 32,388 | -1,557 | -4.6% | -$11.18万 | 减仓 |
| TD | TORONTO-DOMINION BANK | $242.20万 | 0.32% | 25,961 | -490 | -1.9% | -$4.57万 | 减仓 |
| UPS | UNITED PARCEL SERVICE INC (UPS) CLASS B | $258.00万 | 0.34% | 26,225 | -575 | -2.1% | -$5.66万 | 减仓 |
| SPY | SPDR S&P 500 ETF | $258.10万 | 0.34% | 3,969 | -75 | -1.9% | -$4.88万 | 减仓 |
| CRM | SALESFORCE.COM INC | $259.50万 | 0.34% | 13,904 | 1,639 | 13.4% | $30.59万 | 加仓 |
| WRB | WR BERKLEY CORP | $259.50万 | 0.34% | 39,148 | 5,426 | 16.1% | $35.97万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $265.20万 | 0.35% | 26,778 | 1,341 | 5.3% | $13.28万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $267.10万 | 0.35% | 4,089 | 399 | 10.8% | $26.06万 | 加仓 |
| MCK | MCKESSON CORP | $267.40万 | 0.35% | 3,090 | -42 | -1.3% | -$3.63万 | 减仓 |
| SNA | SNAP-ON INC | $270.30万 | 0.36% | 7,443 | -182 | -2.4% | -$6.61万 | 减仓 |
| XYL | XYLEM INC | $278.80万 | 0.37% | 23,332 | 3,325 | 16.6% | $39.73万 | 加仓 |
| O | REALTY INCOME CORP | $279.40万 | 0.37% | 45,664 | 925 | 2.1% | $5.66万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $283.90万 | 0.38% | 20,373 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INC A | $286.60万 | 0.38% | 5,735 | 1,593 | 38.5% | $79.61万 | 加仓 |
| DUK | DUKE ENERGY CORPORATION | $288.00万 | 0.38% | 21,998 | -229 | -1.0% | -$3.00万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $292.40万 | 0.39% | 58,241 | 12 | 0.0% | $602 | 加仓 |
| PKG | PACKAGING CORP OF AMERICA | $296.90万 | 0.39% | 13,992 | -420 | -2.9% | -$8.91万 | 减仓 |
| — | HONEYWELL INTERNATIONAL INC | $303.90万 | 0.40% | 13,447 | -590 | -4.2% | -$13.33万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $305.50万 | 0.41% | 48,685 | 12,765 | 35.5% | $80.10万 | 加仓 |
| EMR | EMERSON ELECTRIC CO | $317.20万 | 0.42% | 24,211 | -212 | -0.9% | -$2.78万 | 减仓 |
| FISV | FISERV INC | $340.90万 | 0.45% | 61,103 | 56,781 | 1,313.8% | $316.79万 | 加仓 |
| SCI | SERVICE CORP INTERNATIONAL | $342.90万 | 0.46% | 41,553 | -331 | -0.8% | -$2.73万 | 减仓 |
| CAT | CATERPILLAR INC | $345.70万 | 0.46% | 4,880 | -350 | -6.7% | -$24.79万 | 减仓 |
| EOG | EOG RESOURCES INC | $351.00万 | 0.47% | 24,279 | -920 | -3.7% | -$13.30万 | 减仓 |
| PLD | PROLOGIS INC | $356.90万 | 0.47% | 27,001 | -571 | -2.1% | -$7.55万 | 减仓 |
| CSCO | CISCO SYSTEMS INC | $385.00万 | 0.51% | 49,621 | -1,084 | -2.1% | -$8.41万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC. | $393.90万 | 0.52% | 24,571 | 7,034 | 40.1% | $112.76万 | 加仓 |
| BX | BLACKSTONE INC | $453.20万 | 0.60% | 39,411 | 3,629 | 10.1% | $41.73万 | 加仓 |