RESOURCES MANAGEMENT CORP /CT/ /ADV
WEST HARTFORD CT · SEC CIK 0000749044
$7.94亿2026Q2 申报市值
188持仓数
37.2%前十大占比 · 第一大 6.7%
3 / 230新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
XOM 新建仓+$727.80万
HONA 新建仓+$136.59万
OMC 加仓+$67.33万
TMUS 加仓+$65.05万
SCI 加仓+$61.87万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$925.20万
APH 减仓-$370.36万
AAPL 减仓-$248.62万
AVGO 减仓-$175.13万
HON 减仓-$161.01万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| HON | HONEYWELL INTERNATIONAL INC | $140.07万 | 0.18% | 6,256 | -7,191 | -53.5% | -$161.01万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $136.59万 | 0.17% | 6,179 | 6,179 | — | $136.59万 | 新建仓 |
| LYV | LIVE NATION ENTERTAINMENT INC | $135.78万 | 0.17% | 7,415 | -145 | -1.9% | -$2.66万 | 减仓 |
| LIN | LINDE PLC | $135.36万 | 0.17% | 2,608 | -55 | -2.1% | -$2.85万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $129.01万 | 0.16% | 3,814 | 4 | 0.1% | $1,353 | 加仓 |
| APD | AIR PRODUCTS & CHEMICALS INC | $125.66万 | 0.16% | 4,286 | -460 | -9.7% | -$13.49万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $125.35万 | 0.16% | 17,593 | -1,042 | -5.6% | -$7.42万 | 减仓 |
| AMGN | AMGEN INC | $124.28万 | 0.16% | 3,432 | -125 | -3.5% | -$4.53万 | 减仓 |
| PSX | PHILLIPS 66 | $121.34万 | 0.15% | 7,178 | -50 | -0.7% | -$8,453 | 减仓 |
| SNPS | SYNOPSYS INC | $109.82万 | 0.14% | 2,462 | -105 | -4.1% | -$4.68万 | 减仓 |
| GOOG | ALPHABET INC C | $107.95万 | 0.14% | 3,055 | -791 | -20.6% | -$27.95万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $106.59万 | 0.13% | 3,009 | -150 | -4.7% | -$5.31万 | 减仓 |
| HASI | HANNON ARMSTRONG SUSTAINABLE INFRASTRUCTURE CAPITAL | $103.40万 | 0.13% | 26,480 | 225 | 0.9% | $8,786 | 加仓 |
| SO | SOUTHERN CO | $103.35万 | 0.13% | 10,798 | -150 | -1.4% | -$1.44万 | 减仓 |
| HLI | HOULIHAN LOKEY INC | $103.33万 | 0.13% | 7,704 | 659 | 9.4% | $8.84万 | 加仓 |
| GE | GENERAL ELECTRIC CO | $97.51万 | 0.12% | 2,609 | -50 | -1.9% | -$1.87万 | 减仓 |
| PFE | PFIZER INC | $95.62万 | 0.12% | 39,710 | -1,400 | -3.4% | -$3.37万 | 减仓 |
| STAG | STAG INDUSTRIAL INC | $90.37万 | 0.11% | 23,745 | -630 | -2.6% | -$2.40万 | 减仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVERSIFIED EQUITY INCOME FUND | $83.17万 | 0.10% | 57,204 | 0 | 0.0% | — | 不变 |
| WWD | WOODWARD INC | $78.62万 | 0.10% | 1,848 | 0 | 0.0% | — | 不变 |
| GXO | GXO LOGISTICS INC | $78.50万 | 0.10% | 15,484 | -2,515 | -14.0% | -$12.75万 | 减仓 |
| CRH | CRH PLC | $78.10万 | 0.10% | 7,299 | 4,180 | 134.0% | $44.73万 | 加仓 |
| CL | COLGATE-PALMOLIVE CO | $77.98万 | 0.10% | 8,506 | -100 | -1.2% | -$9,168 | 减仓 |
| QQQ | POWERSHARES QQQ ETF | $76.01万 | 0.10% | 1,032 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC A | $74.89万 | 0.09% | 1 | -1 | -50.0% | -$74.89万 | 减仓 |
| CARR | CARRIER GLOBAL CORP-WI | $70.66万 | 0.09% | 9,633 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $69.94万 | 0.09% | 5,965 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $68.58万 | 0.09% | 14,429 | -35 | -0.2% | -$1,664 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $68.37万 | 0.09% | 676 | -20 | -2.9% | -$2.02万 | 减仓 |
| SBUX | STARBUCKS CORP | $66.33万 | 0.08% | 6,491 | -1,334 | -17.0% | -$13.63万 | 减仓 |
| PM | PHILIP MORRIS INTERNATIONAL INC | $65.13万 | 0.08% | 3,600 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TRUST SHS BEN INT ENERGY | $63.77万 | 0.08% | 12,007 | -69 | -0.6% | -$3,665 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $63.16万 | 0.08% | 5,409 | 0 | 0.0% | — | 不变 |
| RMD | RESMED INC | $62.38万 | 0.08% | 3,201 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL REALTY TRUST INC | $62.30万 | 0.08% | 3,469 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $62.18万 | 0.08% | 1,256 | -10 | -0.8% | -$4,951 | 减仓 |
| AVY | AVERY DENNISON CORP | $57.54万 | 0.07% | 3,544 | -450 | -11.3% | -$7.31万 | 减仓 |
| COP | CONOCOPHILLIPS | $57.03万 | 0.07% | 5,486 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC | $56.39万 | 0.07% | 7,898 | -22 | -0.3% | -$1,571 | 减仓 |
| GEV | GE VERNOVA LLC COM | $54.51万 | 0.07% | 464 | -5 | -1.1% | -$5,874 | 减仓 |
| AB | ALLIANCEBERNSTEIN HOLDING L.P. | $54.50万 | 0.07% | 15,475 | -75 | -0.5% | -$2,642 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $53.69万 | 0.07% | 1,350 | 0 | 0.0% | — | 不变 |
| CNR | CORE NATURAL RESOURCES INC | $53.06万 | 0.07% | 6,631 | 1,163 | 21.3% | $9.31万 | 加仓 |
| PTC | PTC INC | $48.47万 | 0.06% | 4,266 | 1,598 | 59.9% | $18.15万 | 加仓 |
| KO | COCA-COLA CO | $47.54万 | 0.06% | 5,850 | -1,332 | -18.5% | -$10.83万 | 减仓 |
| MFC | MANULIFE FINANCIAL CORP | $46.61万 | 0.06% | 11,505 | -15 | -0.1% | -$608 | 减仓 |
| CHD | CHURCH & DWIGHT COMPANY INC. | $41.28万 | 0.05% | 4,261 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES RUSSELL MID-CAP ETF | $40.29万 | 0.05% | 3,652 | 0 | 0.0% | — | 不变 |
| PH | PARKER HANNIFIN CORP | $39.12万 | 0.05% | 400 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $38.20万 | 0.05% | 3,196 | -20 | -0.6% | -$2,390 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $37.73万 | 0.05% | 6,320 | -351 | -5.3% | -$2.10万 | 减仓 |
| TSLA | TESLA MOTORS INC | $37.48万 | 0.05% | 891 | -58 | -6.1% | -$2.44万 | 减仓 |
| IYW | ISHARES U S TECHNOLOGY ETF | $37.08万 | 0.05% | 1,470 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL-RAND PLC | $36.53万 | 0.05% | 4,456 | -308 | -6.5% | -$2.53万 | 减仓 |
| XLK | TECHNOLOGY SELECT SECTOR SPDR ETF | $36.27万 | 0.05% | 1,904 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC CLASS A | $35.29万 | 0.04% | 10,380 | -4,360 | -29.6% | -$14.82万 | 减仓 |
| JPEF | JPMORGAN EQUITY FOCUS ETF | $35.00万 | 0.04% | 4,357 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP | $34.75万 | 0.04% | 8,410 | -875 | -9.4% | -$3.62万 | 减仓 |
| VB | VANGUARD SMALL CAP ETF | $34.56万 | 0.04% | 1,140 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES S&P 500 GROWTH | $33.06万 | 0.04% | 2,404 | 0 | 0.0% | — | 不变 |
| MDY | SPDR S&P MIDCAP 400 ETF | $32.78万 | 0.04% | 466 | 0 | 0.0% | — | 不变 |
| ROG | ROGERS CORP | $32.75万 | 0.04% | 2,000 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $31.17万 | 0.04% | 1,310 | 0 | 0.0% | — | 不变 |
| NVO | NOVO NORDISK A/S | $31.16万 | 0.04% | 6,500 | -6,500 | -50.0% | -$31.16万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $30.56万 | 0.04% | 600 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHAR | $30.41万 | 0.04% | 1,285 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $29.96万 | 0.04% | 703 | 0 | 0.0% | — | 不变 |
| WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $29.66万 | 0.04% | 1,100 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $29.58万 | 0.04% | 1,415 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHERN CORP | $29.41万 | 0.04% | 935 | -85 | -8.3% | -$2.67万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $28.04万 | 0.04% | 650 | 0 | 0.0% | — | 不变 |
| — | WEBSTER FINANCIAL CORP | $26.33万 | 0.03% | 3,445 | -3,275 | -48.7% | -$25.03万 | 减仓 |
| FDX | FEDEX CORP | $25.58万 | 0.03% | 817 | 0 | 0.0% | — | 不变 |
| — | Blackstone Real Estate Income Trust Inc Cl I | $25.19万 | 0.03% | 17,460 | 17,460 | — | $25.19万 | 新建仓 |
| DIS | WALT DISNEY CO | $24.90万 | 0.03% | 2,587 | -5 | -0.2% | -$481 | 减仓 |
| — | U.S. BANCORP | $24.16万 | 0.03% | 315 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $23.81万 | 0.03% | 1,100 | 0 | 0.0% | — | 不变 |
| FTV | FORTIVE CORP | $23.62万 | 0.03% | 3,866 | -30 | -0.8% | -$1,833 | 减仓 |
| SIGI | SELECTIVE INSURANCE GROUP INC | $23.51万 | 0.03% | 2,423 | 0 | 0.0% | — | 不变 |
| XLF | FINANCIAL SELECT SECTOR SPDR ETF | $23.39万 | 0.03% | 4,363 | 45 | 1.0% | $2,412 | 加仓 |
| EFA | ISHARES MSCI EAFE ETF | $22.91万 | 0.03% | 2,205 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES RUSSELL 2000 ETF | $22.65万 | 0.03% | 754 | -265 | -26.0% | -$7.96万 | 减仓 |
| NSRGY | NESTLE SA ADR | $22.59万 | 0.03% | 2,200 | -100 | -4.3% | -$1.03万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $21.56万 | 0.03% | 770 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $21.23万 | 0.03% | 1,250 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY SA | $20.80万 | 0.03% | 453 | 0 | 0.0% | — | 不变 |
| USB | U.S. BANCORP | $20.69万 | 0.03% | 3,425 | -1,000 | -22.6% | -$6.04万 | 减仓 |
| — | JP MORGAN | $2.01万 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORPORATION | $0 | 0.00% | 0 | -54,534 | -100.0% | -$925.20万 | 清仓 |
| — | OXFORD LANE CAP COR PFD SER 2027 PRF | $0 | 0.00% | 0 | -13,200 | -100.0% | -$32.60万 | 清仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $0 | 0.00% | 0 | -981 | -100.0% | -$31.50万 | 清仓 |
| GLD | SPDR GOLD SHARES TRUST | $0 | 0.00% | 0 | -705 | -100.0% | -$30.30万 | 清仓 |
| BNY | BANK OF NEW YORK MELLON CORP | $0 | 0.00% | 0 | -2,370 | -100.0% | -$28.10万 | 清仓 |
| META | META PLATFORMS INC CLASS A | $0 | 0.00% | 0 | -464 | -100.0% | -$26.50万 | 清仓 |
| INTU | INTUIT INC | $0 | 0.00% | 0 | -530 | -100.0% | -$22.90万 | 清仓 |
| OKE | ONEOK INC | $0 | 0.00% | 0 | -2,285 | -100.0% | -$20.70万 | 清仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CORP A | $0 | 0.00% | 0 | -3,195 | -100.0% | -$19.60万 | 清仓 |
| MRSH | MARSH & MCLENNAN COMPANIES INC | $0 | 0.00% | 0 | -1,125 | -100.0% | -$19.50万 | 清仓 |
| OSIS | OSI SYSTEMS INC | $0 | 0.00% | 0 | -700 | -100.0% | -$18.60万 | 清仓 |
| MO | ALTRIA GROUP INC | $0 | 0.00% | 0 | -2,615 | -100.0% | -$17.30万 | 清仓 |