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 |
|---|---|---|---|---|---|---|---|---|
| — | SYNOVUS FINANCIAL CORP | $0 | 0.00% | 0 | -1,400 | -100.0% | -$7.00万 | 清仓 |
| DVY | ISHARES SELECT DIVIDEND | $0 | 0.00% | 0 | -400 | -100.0% | -$5.60万 | 清仓 |
| ITRI | ITRON INC | $0 | 0.00% | 0 | -500 | -100.0% | -$4.60万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -70 | -100.0% | -$3.70万 | 清仓 |
| CRBN | ISHARES MSCI ACWI LOW CARBON TARGET ETF | $0 | 0.00% | 0 | -150 | -100.0% | -$3.50万 | 清仓 |
| HIFS | HINGHAM INSTITUTION SAVINGS | $0 | 0.00% | 0 | -125 | -100.0% | -$3.50万 | 清仓 |
| HTD | JOHN HANCOCK TAX-ADVANTAGED DIVIDEND INCOME FUND | $0 | 0.00% | 0 | -1,250 | -100.0% | -$3.00万 | 清仓 |
| FNDX | SCHWAB FUNDAMENTAL US LARGE COMPANY ETF | $0 | 0.00% | 0 | -995 | -100.0% | -$2.70万 | 清仓 |
| TROW | T. ROWE PRICE GROUP INC | $0 | 0.00% | 0 | -205 | -100.0% | -$2.10万 | 清仓 |
| SMCI | SUPER MICRO COMPUTER INC | $0 | 0.00% | 0 | -600 | -100.0% | -$1.80万 | 清仓 |
| ENB | ENBRIDGE INC | $0 | 0.00% | 0 | -335 | -100.0% | -$1.60万 | 清仓 |
| HPE | HEWLETT PACKERD ENTERPRISE CO | $0 | 0.00% | 0 | -625 | -100.0% | -$1.50万 | 清仓 |
| HPQ | HP INC | $0 | 0.00% | 0 | -625 | -100.0% | -$1.40万 | 清仓 |
| PYPL | PAYPAL HOLDINGS INC | $0 | 0.00% | 0 | -222 | -100.0% | -$1.30万 | 清仓 |
| NUE | NUCOR CORP | $0 | 0.00% | 0 | -75 | -100.0% | -$1.20万 | 清仓 |
| SPTM | SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | $0 | 0.00% | 0 | -130 | -100.0% | -$1.10万 | 清仓 |
| CCI | CROWN CASTLE INTERNATIONAL CORP | $0 | 0.00% | 0 | -100 | -100.0% | -$9,000 | 清仓 |
| SPYX | SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF | $0 | 0.00% | 0 | -168 | -100.0% | -$9,000 | 清仓 |
| VOTE | TCW TRANSFORM 500 ETF | $0 | 0.00% | 0 | -112 | -100.0% | -$9,000 | 清仓 |
| SWX | SOUTHWEST GAS HOLDINGS INC | $0 | 0.00% | 0 | -90 | -100.0% | -$7,000 | 清仓 |
| — | EKSO BIONICS HOLDINGS INC | $0 | 0.00% | 0 | -666 | -100.0% | -$6,000 | 清仓 |
| PPL | PPL CORP | $0 | 0.00% | 0 | -150 | -100.0% | -$5,000 | 清仓 |
| DG | DOLLAR GENERAL CORP | $0 | 0.00% | 4 | -15 | -78.9% | — | 减仓 |
| BNS | BANK OF NOVA SCOTIA | $0 | 0.00% | 0 | -35 | -100.0% | -$3,000 | 清仓 |
| BBWI | BATH & BODY WORKS INC | $0 | 0.00% | 0 | -150 | -100.0% | -$3,000 | 清仓 |
| KAI | KADANT INC | $0 | 0.00% | 0 | -10 | -100.0% | -$3,000 | 清仓 |
| VTRS | VIATRIS INC COM | $0 | 0.00% | 6 | -135 | -95.7% | — | 减仓 |
| CAVA | CAVA GROUP INC | $0 | 0.00% | 0 | -15 | -100.0% | -$1,000 | 清仓 |
| — | SUBARU CORP ADR | $0 | 0.00% | 0 | -125 | -100.0% | -$1,000 | 清仓 |
| DUOL | DUOLINGO CL A ORD | $0 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| DKNG | DRAFTKINGS INC | $0 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | DRIVE SHACK INC | $0 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | PARAGON OFFSHORE PLC | $0 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HOLDINGS ORD WI | $0 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| PRGO | PERRIGO CO PLC | $0 | 0.00% | 0 | -10 | -100.0% | — | 清仓 |
| PRTA | PROTHENA CORP PLC | $0 | 0.00% | 0 | -3 | -100.0% | — | 清仓 |
| KTB | KONTOOR BRANDS INC | $0 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | WINDSWEPT ENVIRONMENTAL GROUP INC. | $0 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| RYN | RAYONIER INC | $0 | 0.00% | 0 | -11 | -100.0% | — | 清仓 |
| OGN | ORGANON & CO | $0 | 0.00% | 0 | -45 | -100.0% | — | 清仓 |
| LCID | LUCID GROUP ORD | $0 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | CAPITAL GROWTH SYSTEMS INC | $0 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| VFC | VF CORP | $0 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | CHARLIES HOLDINGS INC | $0 | 0.00% | 200 | 200 | — | — | 新建仓 |
| — | EXPO HOLDINGS INC | $0 | 0.00% | 10,000 | 10,000 | — | — | 新建仓 |
| PII | POLARIS INC | $0 | 0.00% | 9 | 9 | — | — | 新建仓 |
| TRLV | TRULIEVE CANNABIS CORP | $0 | 0.00% | 46 | 46 | — | — | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $1,000 | 0.00% | 12 | -670 | -98.2% | -$5.58万 | 减仓 |
| — | WARNER BROS. DISCOVERY SRS A ORD WI | $1,000 | 0.00% | 50 | -143 | -74.1% | -$2,860 | 减仓 |
| DJT | TRUMP MEDIA & TECHNOLOGY | $1,000 | 0.00% | 75 | -200 | -72.7% | -$2,667 | 减仓 |
| ITB | ISHARES US HOME CONSTRUCTION ETF | $1,000 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| AAL | AMERICAN AIRLINES GROUP INC | $1,000 | 0.00% | 76 | -20 | -20.8% | -$263 | 减仓 |
| — | RAPID MICRO BIOSYSTEMS CL A ORD | $1,000 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| — | UNIFI INC | $1,000 | 0.00% | 275 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | $1,000 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| FTGC | FIRST TRUST GLOBAL TACT CMDTY STRAT ETF | $1,000 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $1,000 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | AMARIN CORP PLC ADR | $1,000 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| XLC | COMMUNICATION SERVICES SEL SECT SPDRETF | $1,000 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| VRTS | VIRTUS INVESTMENT PARTNERS INC | $1,000 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| ARE | ALEXANDRIA REAL ESTATE EQUITIES INC | $1,000 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC CL A | $1,000 | 0.00% | 15 | 15 | — | $1,000 | 新建仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $2,000 | 0.00% | 30 | -186 | -86.1% | -$1.24万 | 减仓 |
| IEFA | iSHARES CORE MSCI EAFE | $2,000 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WATER WORKS CO INC | $2,000 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| EVLV | EVOLV TECHNOLOGIES HOLDINGS CL A ORD | $2,000 | 0.00% | 280 | 0 | 0.0% | — | 不变 |
| SKYD | PARAMOUNT SKYDANCE CORP CL B | $2,000 | 0.00% | 176 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC | $2,000 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $2,000 | 0.00% | 20 | 20 | — | $2,000 | 新建仓 |
| VOX | VANGUARD TELECOMMUNICATION SERVICES ETF | $3,000 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP | $3,000 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| AHCO | ADAPTHEALTH CORP ORDINARY SHARES | $3,000 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | $3,000 | 0.00% | 10 | 10 | — | $3,000 | 新建仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES ORD WI | $4,000 | 0.00% | 51 | -25 | -32.9% | -$1,961 | 减仓 |
| — | WEBSTER FIN CRP SR G PFD (NV) | $4,000 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINANCIAL INC | $4,000 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $4,000 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| HACK | ETFMG PRIME CYBER SECURITY ETF | $4,000 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| ABR | ARBOR REALTY TRUST INC | $4,000 | 0.00% | 560 | 0 | 0.0% | — | 不变 |
| PDBC | INVESCO OPTM YD DVRS CDTY STRA NO K1 ETF | $4,000 | 0.00% | 224 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES CORE MSCI TOTAL INTL STK ETF | $4,000 | 0.00% | 50 | 9 | 22.0% | $720 | 加仓 |
| — | DUPONT DE NEMOURS INC | $4,000 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| — | VIREO GROWTH INC | $4,000 | 0.00% | 10,000 | 10,000 | — | $4,000 | 新建仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $4,000 | 0.00% | 54 | 54 | — | $4,000 | 新建仓 |
| SHEL | SHELL ADR EACH REP 2 ORD WI | $5,000 | 0.00% | 50 | -350 | -87.5% | -$3.50万 | 减仓 |
| DTCR | GLOBAL X DATA CNTR DGTL INFR ETF | $5,000 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| IVE | iSHARES S&P 500 VALUE | $5,000 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| SLB | SCHLUMBERGER LTD | $5,000 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $5,000 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC CLASS A | $6,000 | 0.00% | 411 | 0 | 0.0% | — | 不变 |
| RBLX | ROBLOX CORP | $6,000 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| KBE | SPDR S&P BANK ETF | $6,000 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| AMR | ALPHA METALLURGICAL RESOURCES INC | $6,000 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD MID-CAP VALUE ETF | $6,000 | 0.00% | 31 | 31 | — | $6,000 | 新建仓 |
| NLY | ANNALY CAPITAL MANAGEMENT INC | $7,000 | 0.00% | 337 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP COM SHS | $7,000 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | $7,000 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $7,000 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| — | EKSO BIONICS HOLDINGS INC | $7,000 | 0.00% | 666 | 666 | — | $7,000 | 新建仓 |
| MDT | MEDTRONIC PLC | $8,000 | 0.00% | 95 | -480 | -83.5% | -$4.04万 | 减仓 |