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 |
|---|---|---|---|---|---|---|---|---|
| APD | AIR PRODUCTS & CHEMICALS INC | $137.90万 | 0.18% | 4,746 | -672 | -12.4% | -$19.53万 | 减仓 |
| NTRA | NATERA INC | $133.40万 | 0.18% | 6,671 | -87 | -1.3% | -$1.74万 | 减仓 |
| LIN | LINDE PLC | $132.00万 | 0.18% | 2,663 | -165 | -5.8% | -$8.18万 | 减仓 |
| PSX | PHILLIPS 66 | $131.70万 | 0.17% | 7,228 | -45 | -0.6% | -$8,199 | 减仓 |
| AMGN | AMGEN INC | $125.20万 | 0.17% | 3,557 | -80 | -2.2% | -$2.82万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $119.40万 | 0.16% | 18,635 | 534 | 3.0% | $3.42万 | 加仓 |
| BMO | BANK OF MONTREAL | $118.70万 | 0.16% | 8,770 | -625 | -6.7% | -$8.46万 | 减仓 |
| PFE | PFIZER INC | $115.40万 | 0.15% | 41,110 | -10,946 | -21.0% | -$30.73万 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT INC | $115.30万 | 0.15% | 7,560 | 119 | 1.6% | $1.81万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $115.20万 | 0.15% | 3,810 | -290 | -7.1% | -$8.77万 | 减仓 |
| GOOG | ALPHABET INC C | $110.30万 | 0.15% | 3,846 | -129 | -3.2% | -$3.70万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $108.40万 | 0.14% | 3,159 | -9 | -0.3% | -$3,088 | 减仓 |
| SO | SOUTHERN CO | $105.70万 | 0.14% | 10,948 | -315 | -2.8% | -$3.04万 | 减仓 |
| SNPS | SYNOPSYS INC | $101.80万 | 0.14% | 2,567 | -48 | -1.8% | -$1.90万 | 减仓 |
| HLI | HOULIHAN LOKEY INC | $101.20万 | 0.13% | 7,045 | 1,112 | 18.7% | $15.97万 | 加仓 |
| HASI | HANNON ARMSTRONG SUSTAINABLE INFRASTRUCTURE CAPITAL | $96.50万 | 0.13% | 26,255 | -120 | -0.5% | -$4,411 | 减仓 |
| GXO | GXO LOGISTICS INC | $93.30万 | 0.12% | 17,999 | -1,750 | -8.9% | -$9.07万 | 减仓 |
| STAG | STAG INDUSTRIAL INC | $87.90万 | 0.12% | 24,375 | -675 | -2.7% | -$2.43万 | 减仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVERSIFIED EQUITY INCOME FUND | $78.90万 | 0.10% | 57,204 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC | $76.20万 | 0.10% | 7,920 | 0 | 0.0% | — | 不变 |
| GE | GENERAL ELECTRIC CO | $75.50万 | 0.10% | 2,659 | -165 | -5.8% | -$4.69万 | 减仓 |
| XLE | SELECT SECTOR SPDR TRUST SHS BEN INT ENERGY | $74.00万 | 0.10% | 12,076 | -250 | -2.0% | -$1.53万 | 减仓 |
| CL | COLGATE-PALMOLIVE CO | $73.30万 | 0.10% | 8,606 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $72.40万 | 0.10% | 5,486 | -627 | -10.3% | -$8.27万 | 减仓 |
| RMD | RESMED INC | $71.90万 | 0.10% | 3,201 | -120 | -3.6% | -$2.70万 | 减仓 |
| SBUX | STARBUCKS CORP | $70.10万 | 0.09% | 7,825 | -3,785 | -32.6% | -$33.91万 | 减仓 |
| AVY | AVERY DENNISON CORP | $69.00万 | 0.09% | 3,994 | -380 | -8.7% | -$6.56万 | 减仓 |
| WWD | WOODWARD INC | $66.10万 | 0.09% | 1,848 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $65.40万 | 0.09% | 5,965 | -170 | -2.8% | -$1.86万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $62.60万 | 0.08% | 5,409 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL REALTY TRUST INC | $62.50万 | 0.08% | 3,469 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $62.20万 | 0.08% | 1,350 | 0 | 0.0% | — | 不变 |
| QQQ | POWERSHARES QQQ ETF | $59.60万 | 0.08% | 1,032 | 10 | 1.0% | $5,775 | 加仓 |
| PM | PHILIP MORRIS INTERNATIONAL INC | $59.50万 | 0.08% | 3,600 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $59.40万 | 0.08% | 14,464 | -50 | -0.3% | -$2,053 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $58.90万 | 0.08% | 696 | -41 | -5.6% | -$3.47万 | 减仓 |
| AB | ALLIANCEBERNSTEIN HOLDING L.P. | $58.20万 | 0.08% | 15,550 | 0 | 0.0% | — | 不变 |
| CNR | CORE NATURAL RESOURCES INC | $57.30万 | 0.08% | 5,468 | 275 | 5.3% | $2.88万 | 加仓 |
| KO | COCA-COLA CO | $54.60万 | 0.07% | 7,182 | 116 | 1.6% | $8,819 | 加仓 |
| CARR | CARRIER GLOBAL CORP-WI | $54.20万 | 0.07% | 9,633 | -13 | -0.1% | -$731 | 减仓 |
| NVO | NOVO NORDISK A/S | $47.80万 | 0.06% | 13,000 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC CLASS A | $47.20万 | 0.06% | 14,740 | -13,890 | -48.5% | -$44.48万 | 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 |
| ROK | ROCKWELL AUTOMATION INC | $45.40万 | 0.06% | 1,266 | -18 | -1.4% | -$6,455 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $40.90万 | 0.05% | 600 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA LLC COM | $40.90万 | 0.05% | 469 | -7 | -1.5% | -$6,104 | 减仓 |
| CHD | CHURCH & DWIGHT COMPANY INC. | $39.80万 | 0.05% | 4,261 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINANCIAL CORP | $39.70万 | 0.05% | 11,520 | -225 | -1.9% | -$7,754 | 减仓 |
| IR | INGERSOLL-RAND PLC | $38.20万 | 0.05% | 4,764 | -364 | -7.1% | -$2.92万 | 减仓 |
| PTC | PTC INC | $38.00万 | 0.05% | 2,668 | 342 | 14.7% | $4.87万 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $36.10万 | 0.05% | 6,671 | 376 | 6.0% | $2.03万 | 加仓 |
| PH | PARKER HANNIFIN CORP | $35.80万 | 0.05% | 400 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES RUSSELL MID-CAP ETF | $35.50万 | 0.05% | 3,652 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA MOTORS INC | $35.30万 | 0.05% | 949 | 58 | 6.5% | $2.16万 | 加仓 |
| CRH | CRH PLC | $32.80万 | 0.04% | 3,119 | 2,242 | 255.6% | $23.58万 | 加仓 |
| — | OXFORD LANE CAP COR PFD SER 2027 PRF | $32.60万 | 0.04% | 13,200 | 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 |
| JPEF | JPMORGAN EQUITY FOCUS ETF | $31.30万 | 0.04% | 4,357 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD SHARES TRUST | $30.30万 | 0.04% | 705 | 200 | 39.6% | $8.60万 | 加仓 |
| VB | VANGUARD SMALL CAP ETF | $29.90万 | 0.04% | 1,140 | -25 | -2.1% | -$6,557 | 减仓 |
| NSC | NORFOLK SOUTHERN CORP | $29.30万 | 0.04% | 1,020 | -450 | -30.6% | -$12.93万 | 减仓 |
| FDX | FEDEX CORP | $29.10万 | 0.04% | 817 | 0 | 0.0% | — | 不变 |
| MDY | SPDR S&P MIDCAP 400 ETF | $28.70万 | 0.04% | 466 | 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 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $28.00万 | 0.04% | 402 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHAR | $27.60万 | 0.04% | 1,285 | 0 | 0.0% | — | 不变 |
| WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $27.50万 | 0.04% | 1,100 | -3 | -0.3% | -$750 | 减仓 |
| 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 |
| IYW | ISHARES U S TECHNOLOGY ETF | $26.70万 | 0.04% | 1,470 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC CLASS A | $26.50万 | 0.04% | 464 | -140 | -23.2% | -$8.00万 | 减仓 |
| 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 |
| ETN | EATON CORP PLC | $25.10万 | 0.03% | 703 | 0 | 0.0% | — | 不变 |
| DIS | WALT DISNEY CO | $25.00万 | 0.03% | 2,592 | -655 | -20.2% | -$6.32万 | 减仓 |
| — | U.S. BANCORP | $23.60万 | 0.03% | 315 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $23.30万 | 0.03% | 1,415 | 0 | 0.0% | — | 不变 |
| USB | U.S. BANCORP | $23.00万 | 0.03% | 4,425 | 298 | 7.2% | $1.55万 | 加仓 |
| INTU | INTUIT INC | $22.90万 | 0.03% | 530 | 0 | 0.0% | — | 不变 |
| NSRGY | NESTLE SA ADR | $22.80万 | 0.03% | 2,300 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY SA | $22.00万 | 0.03% | 453 | 3 | 0.7% | $1,457 | 加仓 |
| BA | BOEING CO | $21.90万 | 0.03% | 1,100 | 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 |
| EFA | ISHARES MSCI EAFE ETF | $21.40万 | 0.03% | 2,205 | 0 | 0.0% | — | 不变 |
| XLF | FINANCIAL SELECT SECTOR SPDR ETF | $21.30万 | 0.03% | 4,318 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC | $20.70万 | 0.03% | 2,285 | -200 | -8.0% | -$1.81万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $20.50万 | 0.03% | 770 | 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 |
| MRSH | MARSH & MCLENNAN COMPANIES INC | $19.50万 | 0.03% | 1,125 | 0 | 0.0% | — | 不变 |
| OSIS | OSI SYSTEMS INC | $18.60万 | 0.02% | 700 | 0 | 0.0% | — | 不变 |
| SIGI | SELECTIVE INSURANCE GROUP INC | $18.30万 | 0.02% | 2,423 | 0 | 0.0% | — | 不变 |
| 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 |
| IJH | ISHARES CORE S&P MID-CAP | $17.10万 | 0.02% | 2,531 | 459 | 22.2% | $3.10万 | 加仓 |
| FAST | FASTENAL CO | $16.70万 | 0.02% | 3,600 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETROLEUM CORP | $15.90万 | 0.02% | 650 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO ORD WI | $15.50万 | 0.02% | 1,752 | -150 | -7.9% | -$1.33万 | 减仓 |