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 |
|---|---|---|---|---|---|---|---|---|
| STZ | CONSTELLATION BRANDS INC CLASS A | $15.40万 | 0.02% | 1,027 | -3 | -0.3% | -$450 | 减仓 |
| ANET | ARISTA NETWORKS INC | $15.30万 | 0.02% | 1,250 | -50 | -3.8% | -$6,120 | 减仓 |
| BR | BROADRIDGE FINANCIAL SOLUTIONS INC | $15.10万 | 0.02% | 930 | -385 | -29.3% | -$6.25万 | 减仓 |
| STT | STATE STREET CORP | $14.90万 | 0.02% | 1,175 | -15 | -1.3% | -$1,902 | 减仓 |
| 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 |
| HAL | HALLIBURTON CO | $14.40万 | 0.02% | 3,700 | 0 | 0.0% | — | 不变 |
| XLI | INDUSTRIAL SELECT SECTOR SPDR ETF | $13.50万 | 0.02% | 832 | 0 | 0.0% | — | 不变 |
| SDY | SPDR S&P DIVIDEND ETF | $13.10万 | 0.02% | 900 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $13.00万 | 0.02% | 1,349 | -175 | -11.5% | -$1.69万 | 减仓 |
| AEP | AMERICAN ELECTRIC POWER CO INC | $12.80万 | 0.02% | 978 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COMPANIES INC | $12.70万 | 0.02% | 1,749 | 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 |
| NKE | NIKE INC B | $11.80万 | 0.02% | 2,242 | 0 | 0.0% | — | 不变 |
| 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 |
| D | DOMINION ENERGY INC | $11.40万 | 0.02% | 1,850 | -350 | -15.9% | -$2.16万 | 减仓 |
| INGR | INGREDION INC | $11.30万 | 0.01% | 1,000 | 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 |
| 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 |
| 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 |
| 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 |
| SOLS | SOLSTICE ADVANCED MATERIALS INC | $10.30万 | 0.01% | 1,352 | -982 | -42.1% | -$7.48万 | 减仓 |
| GIS | GENERAL MILLS INC | $10.20万 | 0.01% | 2,747 | -413 | -13.1% | -$1.53万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP-WI | $9.90万 | 0.01% | 1,290 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD RUSSELL 2000 ETF | $9.80万 | 0.01% | 975 | 0 | 0.0% | — | 不变 |
| 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 |
| ARI | APOLLO COMMERCIAL REAL ESTATE FINANCE INC | $9.10万 | 0.01% | 8,618 | 1,918 | 28.6% | $2.03万 | 加仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FUND | $8.90万 | 0.01% | 4,046 | 4,046 | — | $8.90万 | 新建仓 |
| 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 |
| VHT | VANGUARD HEALTH CARE ETF | $8.60万 | 0.01% | 314 | 5 | 1.6% | $1,369 | 加仓 |
| VTV | VANGUARD VALUE ETF | $8.20万 | 0.01% | 416 | 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 |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY FUND | $7.60万 | 0.01% | 1,544 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO PLC | $7.50万 | 0.01% | 800 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES U.S. PREFERRED STOCK ETF | $7.20万 | 0.01% | 2,375 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG ADR | $6.90万 | 0.01% | 450 | 200 | 80.0% | $3.07万 | 加仓 |
| CME | CME GROUP INC CL A | $6.60万 | 0.01% | 222 | 0 | 0.0% | — | 不变 |
| RJF | RAYMOND JAMES FINANCIAL INC | $6.50万 | 0.01% | 452 | 0 | 0.0% | — | 不变 |
| JPIN | JPMORGAN DIVERSIFIED RETURN INTL EQ ETF | $6.40万 | 0.01% | 900 | 0 | 0.0% | — | 不变 |
| RPM | RPM INTERNATIONAL INC | $6.30万 | 0.01% | 635 | -15 | -2.3% | -$1,488 | 减仓 |
| AJG | ARTHUR J. GALLAGHER & CO | $6.20万 | 0.01% | 288 | -40 | -12.2% | -$8,611 | 减仓 |
| AON | AON PLC CLASS A | $6.10万 | 0.01% | 190 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY LTD | $6.10万 | 0.01% | 290 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP COM | $6.10万 | 0.01% | 1,331 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP | $5.60万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD GROWTH ETF | $5.50万 | 0.01% | 125 | 50 | 66.7% | $2.20万 | 加仓 |
| AMP | AMERIPRISE FINANCIAL INC | $5.10万 | 0.01% | 115 | 0 | 0.0% | — | 不变 |
| CI | CIGNA CORP | $5.00万 | 0.01% | 187 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $4.90万 | 0.01% | 1,686 | -849 | -33.5% | -$2.47万 | 减仓 |
| DVA | DAVITA INC | $4.60万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES MSCI EMERGING MARKETS | $4.50万 | 0.01% | 792 | 0 | 0.0% | — | 不变 |
| NBTB | NBT BANCORP INC | $4.40万 | 0.01% | 1,025 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA SALON COSMETICS & FRAGRANCE INC | $4.30万 | 0.01% | 82 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $4.30万 | 0.01% | 211 | 11 | 5.5% | $2,242 | 加仓 |
| ZS | ZSCALER INC | $4.20万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| COR | AMERISOURCEBERGEN CORP | $4.20万 | 0.01% | 135 | 0 | 0.0% | — | 不变 |
| XLP | CONSUMER STAPLES SELECT SECTOR SPDR ETF | $4.20万 | 0.01% | 510 | 0 | 0.0% | — | 不变 |
| GMF | SPDR S&P EMERGING ASIA PACIFIC ETF | $4.10万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| CNI | CANADIAN NATIONAL RAILWAY CO | $4.10万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD HIGH DIVIDEND YIELD ETF | $4.10万 | 0.01% | 276 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $4.10万 | 0.01% | 340 | -20 | -5.6% | -$2,412 | 减仓 |
| WSO | WATSCO INC | $3.80万 | 0.01% | 105 | -20 | -16.0% | -$7,238 | 减仓 |
| ITT | ITT INC | $3.80万 | 0.01% | 202 | 0 | 0.0% | — | 不变 |
| SMH | VANECK SEMICONDUCTOR ETF | $3.80万 | 0.01% | 100 | 100 | — | $3.80万 | 新建仓 |
| LNT | ALLIANT ENERGY CORP | $3.60万 | 0.00% | 500 | -500 | -50.0% | -$3.60万 | 减仓 |
| F | FORD MOTOR CO | $3.50万 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC EACH ADS REPRESENTING 1/2 OF AN OR | $3.50万 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $3.40万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $3.40万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ASML | ASML HOLDING NV | $3.30万 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| DOW | DOW CHEMICAL CO | $3.20万 | 0.00% | 771 | -3,347 | -81.3% | -$13.89万 | 减仓 |
| CGW | INVESCO S&P GLOBAL WATER ETF | $3.20万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| NBBK | NB BANCORP INC | $3.20万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| ZBRA | ZEBRA TECHNOLOGIES CORP | $3.10万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| OHI | OMEGA HEALTHCARE INVESTORS INC | $3.00万 | 0.00% | 696 | 96 | 16.0% | $4,138 | 加仓 |
| RGEN | REPLIGEN CORP | $2.90万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INC | $2.80万 | 0.00% | 185 | 0 | 0.0% | — | 不变 |
| EWX | SPDR S&P EMERGING MARKETS SMALL CAP ETF | $2.80万 | 0.00% | 425 | 0 | 0.0% | — | 不变 |
| HIG | THE HARTFORD FINANCIAL SERVICES GROUP INC | $2.80万 | 0.00% | 204 | 0 | 0.0% | — | 不变 |
| NFJ | VIRTUS DIVIDEND INTEREST & PREMIUM STRATEGY FUND | $2.80万 | 0.00% | 2,200 | 2,200 | — | $2.80万 | 新建仓 |
| CMCSA | COMCAST CORP CLASS A | $2.70万 | 0.00% | 933 | -275 | -22.8% | -$7,958 | 减仓 |
| VO | VANGUARD MID-CAP ETF | $2.70万 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $2.70万 | 0.00% | 90 | 90 | — | $2.70万 | 新建仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $2.60万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $2.60万 | 0.00% | 230 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $2.60万 | 0.00% | 134 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES CORE S&P SMALL-CAP | $2.60万 | 0.00% | 208 | 123 | 144.7% | $1.54万 | 加仓 |
| PNFP | PINNACLE FINANCIAL PARTNERS INC | $2.60万 | 0.00% | 299 | 299 | — | $2.60万 | 新建仓 |
| NTR | NUTRIEN LTD | $2.50万 | 0.00% | 334 | 0 | 0.0% | — | 不变 |
| SWKS | SKYWORKS SOLUTIONS INC | $2.40万 | 0.00% | 447 | 0 | 0.0% | — | 不变 |