13F 机构持仓

RESOURCES MANAGEMENT CORP /CT/ /ADV

WEST HARTFORD CT · SEC CIK 0000749044

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$7.94亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 6.5%
APH 5.1%
MSFT 4.4%
JPM 4.3%
GOOGL 3.0%
NEE 2.7%
MCD 2.7%
TJX 2.6%
AVGO 2.5%
ABBV 2.5%

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 00.0% — 不变
MDLZ MONDELEZ INTERNATIONAL INC CLASS A $14.60万0.02%2,530 00.0% — 不变
BP BP PLC ADR $14.60万0.02%3,100 00.0% — 不变
HAL HALLIBURTON CO $14.40万0.02%3,700 00.0% — 不变
XLI INDUSTRIAL SELECT SECTOR SPDR ETF $13.50万0.02%832 00.0% — 不变
SDY SPDR S&P DIVIDEND ETF $13.10万0.02%900 00.0% — 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 00.0% — 不变
WMB WILLIAMS COMPANIES INC $12.70万0.02%1,749 00.0% — 不变
XLY SELECT SECTOR SPDR FUND SHS BEN CONSUMER DISCRETIO $12.10万0.02%1,108 00.0% — 不变
NKE NIKE INC B $11.80万0.02%2,242 00.0% — 不变
IAU ISHARES GOLD TRUST $11.60万0.02%1,319 00.0% — 不变
SUN SUNOCO LP COM UNIT REPSTG LTD PARTNERSHIP INT $11.60万0.02%1,780 00.0% — 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 00.0% — 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 00.0% — 不变
ODFL OLD DOMINION FREIGHT LINES INC $10.70万0.01%550 00.0% — 不变
DELL DELL TECHNOLOGIES INC $10.70万0.01%650 00.0% — 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 00.0% — 不变
URI UNITED RENTALS INC $10.60万0.01%145 00.0% — 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 00.0% — 不变
VTWO VANGUARD RUSSELL 2000 ETF $9.80万0.01%975 00.0% — 不变
XLV SELECT SECTOR SPDR TRUST THE HEALTH CARE SELECT SE $9.40万0.01%643 00.0% — 不变
ROST ROSS STORES INC $9.40万0.01%433 00.0% — 不变
ARI APOLLO COMMERCIAL REAL ESTATE FINANCE INC $9.10万0.01%8,618 1,91828.6% $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 00.0% — 不变
LNG CHENIERE ENERGY INC $8.70万0.01%307 72.3% $1,984 加仓
VHT VANGUARD HEALTH CARE ETF $8.60万0.01%314 51.6% $1,369 加仓
VTV VANGUARD VALUE ETF $8.20万0.01%416 00.0% — 不变
VXF Vanguard Extended Market ETF $7.70万0.01%374 00.0% — 不变
VV VANGUARD LARGE-CAP ETF $7.70万0.01%258 4822.9% $1.43万 加仓
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY FUND $7.60万0.01%1,544 00.0% — 不变
RIO RIO TINTO PLC $7.50万0.01%800 00.0% — 不变
PFF ISHARES U.S. PREFERRED STOCK ETF $7.20万0.01%2,375 00.0% — 不变
NVS NOVARTIS AG ADR $6.90万0.01%450 20080.0% $3.07万 加仓
CME CME GROUP INC CL A $6.60万0.01%222 00.0% — 不变
RJF RAYMOND JAMES FINANCIAL INC $6.50万0.01%452 00.0% — 不变
JPIN JPMORGAN DIVERSIFIED RETURN INTL EQ ETF $6.40万0.01%900 00.0% — 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 00.0% — 不变
TEL TE CONNECTIVITY LTD $6.10万0.01%290 00.0% — 不变
TFC TRUIST FINL CORP COM $6.10万0.01%1,331 00.0% — 不变
ETR ENTERGY CORP $5.60万0.01%500 00.0% — 不变
VUG VANGUARD GROWTH ETF $5.50万0.01%125 5066.7% $2.20万 加仓
AMP AMERIPRISE FINANCIAL INC $5.10万0.01%115 00.0% — 不变
CI CIGNA CORP $5.00万0.01%187 00.0% — 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 00.0% — 不变
EEM ISHARES MSCI EMERGING MARKETS $4.50万0.01%792 00.0% — 不变
NBTB NBT BANCORP INC $4.40万0.01%1,025 00.0% — 不变
ULTA ULTA SALON COSMETICS & FRAGRANCE INC $4.30万0.01%82 00.0% — 不变
AMD ADVANCED MICRO DEVICES INC $4.30万0.01%211 115.5% $2,242 加仓
ZS ZSCALER INC $4.20万0.01%300 00.0% — 不变
COR AMERISOURCEBERGEN CORP $4.20万0.01%135 00.0% — 不变
XLP CONSUMER STAPLES SELECT SECTOR SPDR ETF $4.20万0.01%510 00.0% — 不变
GMF SPDR S&P EMERGING ASIA PACIFIC ETF $4.10万0.01%300 00.0% — 不变
CNI CANADIAN NATIONAL RAILWAY CO $4.10万0.01%400 00.0% — 不变
VYM VANGUARD HIGH DIVIDEND YIELD ETF $4.10万0.01%276 00.0% — 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 00.0% — 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 00.0% — 不变
AZN ASTRAZENECA PLC EACH ADS REPRESENTING 1/2 OF AN OR $3.50万0.00%175 00.0% — 不变
CTAS CINTAS CORP $3.40万0.00%200 00.0% — 不变
TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD $3.40万0.00%100 00.0% — 不变
ASML ASML HOLDING NV $3.30万0.00%25 00.0% — 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 00.0% — 不变
NBBK NB BANCORP INC $3.20万0.00%1,500 00.0% — 不变
ZBRA ZEBRA TECHNOLOGIES CORP $3.10万0.00%150 00.0% — 不变
OHI OMEGA HEALTHCARE INVESTORS INC $3.00万0.00%696 9616.0% $4,138 加仓
RGEN REPLIGEN CORP $2.90万0.00%250 00.0% — 不变
LULU LULULEMON ATHLETICA INC $2.80万0.00%185 00.0% — 不变
EWX SPDR S&P EMERGING MARKETS SMALL CAP ETF $2.80万0.00%425 00.0% — 不变
HIG THE HARTFORD FINANCIAL SERVICES GROUP INC $2.80万0.00%204 00.0% — 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 00.0% — 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 00.0% — 不变
C CITIGROUP INC $2.60万0.00%230 00.0% — 不变
QUAL ISHARES MSCI USA QUALITY FACTOR ETF $2.60万0.00%134 00.0% — 不变
IJR ISHARES CORE S&P SMALL-CAP $2.60万0.00%208 123144.7% $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 00.0% — 不变
SWKS SKYWORKS SOLUTIONS INC $2.40万0.00%447 00.0% — 不变