Hartford Financial Management Inc.
WEST HARTFORD CT · SEC CIK 0001352526
$3.92亿2026Q1 申报市值
344持仓数
38.2%前十大占比 · 第一大 8.5%
21 / 15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
GMO ETF TRUST 新建仓+$521.29万
QLTY 新建仓+$498.71万
DBEF 新建仓+$486.22万
ORCL 加仓+$119.08万
RYN 加仓+$108.68万
2026Q1 卖出最多 按季末市值估算
SPHQ 减仓-$407.39万
AMAT 减仓-$105.99万
POTLATCHDELTIC C 清仓-$98.71万
JCPB 减仓-$92.34万
GOOG 减仓-$61.36万
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 |
|---|---|---|---|---|---|---|---|---|
| A | AGILENT TECHNOLOGIES INC | $1.25万 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $1.35万 | 0.00% | 1,175 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $1.36万 | 0.00% | 300 | -51 | -14.5% | -$2,307 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $1.36万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| QXO | QXO INC | $1.36万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $1.41万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $1.50万 | 0.00% | 114 | 1 | 0.9% | $132 | 加仓 |
| IYH | ISHARES TR | $1.57万 | 0.00% | 255 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $1.59万 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $1.61万 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| FDS | FACTSET RESH SYS INC | $1.63万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| TD | TORONTO DOMINION BK ONT | $1.64万 | 0.00% | 176 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $1.65万 | 0.00% | 289 | 0 | 0.0% | — | 不变 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $1.67万 | 0.00% | 80 | -80 | -50.0% | -$1.67万 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $1.84万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| NGVT | INGEVITY CORP | $1.85万 | 0.00% | 260 | 0 | 0.0% | — | 不变 |
| — | SANTACRUZ SILVER MNG LTD | $1.95万 | 0.00% | 2,242 | 2,242 | — | $1.95万 | 新建仓 |
| IVE | ISHARES TR | $1.96万 | 0.01% | 93 | 0 | 0.0% | — | 不变 |
| LW | LAMB WESTON HLDGS INC | $1.97万 | 0.01% | 466 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $2.04万 | 0.01% | 126 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $2.06万 | 0.01% | 449 | 0 | 0.0% | — | 不变 |
| BBY | BEST BUY INC | $2.16万 | 0.01% | 336 | 35 | 11.6% | $2,247 | 加仓 |
| CAG | CONAGRA BRANDS INC | $2.20万 | 0.01% | 1,400 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $2.25万 | 0.01% | 215 | 0 | 0.0% | — | 不变 |
| WSO | WATSCO INC | $2.33万 | 0.01% | 64 | 12 | 23.1% | $4,366 | 加仓 |
| QSR | RESTAURANT BRANDS INTL INC | $2.36万 | 0.01% | 319 | -28 | -8.1% | -$2,069 | 减仓 |
| SPYV | SPDR SERIES TRUST | $2.38万 | 0.01% | 420 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HLDGS INC | $2.44万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $2.50万 | 0.01% | 71 | -14 | -16.5% | -$4,926 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $2.50万 | 0.01% | 123 | -6 | -4.7% | -$1,221 | 减仓 |
| SGVT | SCHWAB STRATEGIC TR | $2.61万 | 0.01% | 259 | -265 | -50.6% | -$2.67万 | 减仓 |
| SYY | SYSCO CORP | $2.66万 | 0.01% | 373 | -21 | -5.3% | -$1,498 | 减仓 |
| — | COTERRA ENERGY INC | $2.74万 | 0.01% | 779 | -176 | -18.4% | -$6,185 | 减仓 |
| VOX | VANGUARD WORLD FD | $2.84万 | 0.01% | 158 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL | $2.89万 | 0.01% | 279 | 31 | 12.5% | $3,213 | 加仓 |
| ING | ING GROEP N.V. | $2.93万 | 0.01% | 1,124 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP | $3.01万 | 0.01% | 473 | 0 | 0.0% | — | 不变 |
| — | PROSHARES TR | $3.08万 | 0.01% | 420 | 0 | 0.0% | — | 不变 |
| TRP | TC ENERGY CORP | $3.10万 | 0.01% | 496 | 0 | 0.0% | — | 不变 |
| MOS | MOSAIC CO | $3.11万 | 0.01% | 1,220 | 1,220 | — | $3.11万 | 新建仓 |
| BX | BLACKSTONE INC | $3.20万 | 0.01% | 278 | 34 | 13.9% | $3,910 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $3.24万 | 0.01% | 908 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $3.27万 | 0.01% | 533 | 187 | 54.0% | $1.15万 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $3.31万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| ARES | ARES MANAGEMENT CORPORATION | $3.33万 | 0.01% | 305 | 63 | 26.0% | $6,873 | 加仓 |
| ILMN | ILLUMINA INC | $3.39万 | 0.01% | 275 | 0 | 0.0% | — | 不变 |
| TXT | TEXTRON INC | $3.51万 | 0.01% | 401 | 0 | 0.0% | — | 不变 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $3.82万 | 0.01% | 2,400 | 2,400 | — | $3.82万 | 新建仓 |
| OKTA | OKTA INC | $3.94万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| APA | APA CORPORATION | $3.96万 | 0.01% | 932 | -102 | -9.9% | -$4,329 | 减仓 |
| FAST | FASTENAL CO | $3.99万 | 0.01% | 859 | -71 | -7.6% | -$3,294 | 减仓 |
| MS | MORGAN STANLEY | $4.00万 | 0.01% | 243 | -26 | -9.7% | -$4,279 | 减仓 |
| VXUS | VANGUARD STAR FDS | $4.07万 | 0.01% | 528 | 0 | 0.0% | — | 不变 |
| BAX | BAXTER INTL INC | $4.10万 | 0.01% | 2,439 | 520 | 27.1% | $8,737 | 加仓 |
| SLB | SLB LIMITED | $4.11万 | 0.01% | 799 | 0 | 0.0% | — | 不变 |
| SCCO | SOUTHERN COPPER CORP | $4.13万 | 0.01% | 240 | -83 | -25.7% | -$1.43万 | 减仓 |
| ABBV | ABBVIE INC | $4.15万 | 0.01% | 191 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $4.32万 | 0.01% | 498 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD ADMIRAL FDS INC | $4.32万 | 0.01% | 106 | -25 | -19.1% | -$1.02万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $4.33万 | 0.01% | 135 | 59 | 77.6% | $1.89万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $4.40万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $4.45万 | 0.01% | 885 | 4 | 0.5% | $201 | 加仓 |
| FMS | FRESENIUS MEDICAL CARE AG | $4.48万 | 0.01% | 1,985 | 15 | 0.8% | $338 | 加仓 |
| OMC | OMNICOM GROUP INC | $4.52万 | 0.01% | 600 | -162 | -21.3% | -$1.22万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $4.93万 | 0.01% | 692 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP | $4.94万 | 0.01% | 416 | -55 | -11.7% | -$6,525 | 减仓 |
| MOAT | VANECK ETF TRUST | $4.96万 | 0.01% | 513 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $5.00万 | 0.01% | 376 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $5.03万 | 0.01% | 1,500 | -118 | -7.3% | -$3,957 | 减仓 |
| HL | HECLA MINING COMPANY | $5.03万 | 0.01% | 2,700 | 2,700 | — | $5.03万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $5.21万 | 0.01% | 374 | -38 | -9.2% | -$5,296 | 减仓 |
| TYG | TORTOISE ENERGY INFRSTRCTR C | $5.23万 | 0.01% | 1,049 | -195 | -15.7% | -$9,721 | 减仓 |
| SMH | VANECK ETF TRUST | $5.25万 | 0.01% | 137 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $5.26万 | 0.01% | 595 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $5.36万 | 0.01% | 1,952 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $5.50万 | 0.01% | 91 | -7 | -7.1% | -$4,231 | 减仓 |
| CE | CELANESE CORP DEL | $5.93万 | 0.02% | 901 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $6.03万 | 0.02% | 376 | -34 | -8.3% | -$5,451 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $6.11万 | 0.02% | 94 | 0 | 0.0% | — | 不变 |
| — | WEBSTER FINL CORP | $6.25万 | 0.02% | 900 | -707 | -44.0% | -$4.91万 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $6.31万 | 0.02% | 828 | -595 | -41.8% | -$4.53万 | 减仓 |
| CMI | CUMMINS INC | $6.35万 | 0.02% | 118 | -21 | -15.1% | -$1.13万 | 减仓 |
| MMM | 3M CO | $6.36万 | 0.02% | 438 | -2 | -0.5% | -$290 | 减仓 |
| IWM | ISHARES TR | $6.40万 | 0.02% | 258 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $6.43万 | 0.02% | 1,543 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $7.05万 | 0.02% | 108 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $7.06万 | 0.02% | 652 | -83 | -11.3% | -$8,985 | 减仓 |
| SWK | STANLEY BLACK & DECKER INC | $7.10万 | 0.02% | 999 | -178 | -15.1% | -$1.26万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $7.12万 | 0.02% | 544 | -98 | -15.3% | -$1.28万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $7.15万 | 0.02% | 839 | -93 | -10.0% | -$7,926 | 减仓 |
| ARKK | ARK ETF TR | $7.22万 | 0.02% | 1,068 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $7.52万 | 0.02% | 243 | -56 | -18.7% | -$1.73万 | 减仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $7.57万 | 0.02% | 1,902 | -85 | -4.3% | -$3,384 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $7.75万 | 0.02% | 1,948 | -88 | -4.3% | -$3,499 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $7.80万 | 0.02% | 398 | 222 | 126.1% | $4.35万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $7.86万 | 0.02% | 500 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $8.09万 | 0.02% | 297 | -3 | -1.0% | -$817 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $8.11万 | 0.02% | 278 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $8.18万 | 0.02% | 721 | 0 | 0.0% | — | 不变 |
| RF | REGIONS FINANCIAL CORP NEW | $8.36万 | 0.02% | 3,200 | 0 | 0.0% | — | 不变 |