13F 机构持仓

Hartford Financial Management Inc.

WEST HARTFORD CT · SEC CIK 0001352526

2026Q22026Q1 更早 9 个季度 🔒
$4.48亿2026Q2 申报市值
349持仓数
39.6%前十大占比 · 第一大 8.0%
17 / 12新建仓 / 清仓
申报市值走势$4.48亿2026Q2
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

JCPB 8.0%
VGT 5.2%
AMAT 4.6%
JPSE 4.3%
AAPL 4.2%
NVDA 3.3%
JMUB 2.9%
MSFT 2.7%
PAAA 2.3%
JPM 2.1%

2026Q2 买入最多 按季末市值估算

XLY 新建仓+$554.38万
JPST 加仓+$329.19万
JCPB 加仓+$292.96万
EWJV 加仓+$257.50万
XLV 加仓+$256.39万

2026Q2 卖出最多 按季末市值估算

ORCL 减仓-$319.03万
AMAT 减仓-$277.85万
KLAC 减仓-$263.39万
GOLDMAN SACHS ET 清仓-$252.15万
HD 减仓-$250.96万

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
TER TERADYNE INC $1.55万0.00%32 17113.3% $8,225 加仓
IEI ISHARES TR $1.55万0.00%132 132— $1.55万 新建仓
SHOP SHOPIFY INC $1.55万0.00%136 00.0% — 不变
FIX COMFORT SYS USA INC $1.59万0.00%8 233.3% $3,964 加仓
IYH ISHARES TR $1.71万0.00%255 00.0% — 不变
FDS FACTSET RESH SYS INC $1.73万0.00%75 00.0% — 不变
KEYS KEYSIGHT TECHNOLOGIES INC $1.75万0.00%50 00.0% — 不变
EBAY EBAY INC. $1.87万0.00%167 -8-4.6% -$894 减仓
CAG CONAGRA BRANDS INC $1.88万0.00%1,400 00.0% — 不变
TGTX TG THERAPEUTICS INC $1.94万0.00%353 00.0% — 不变
NGVT INGEVITY CORP $1.94万0.00%260 00.0% — 不变
LW LAMB WESTON HLDGS INC $2.01万0.00%466 00.0% — 不变
YUMC YUM CHINA HLDGS INC $2.04万0.00%500 00.0% — 不变
ZBRA ZEBRA TECHNOLOGIES CORPORATI $2.11万0.00%80 00.0% — 不变
IVE ISHARES TR $2.11万0.00%93 00.0% — 不变
NOW SERVICENOW INC $2.13万0.00%215 00.0% — 不变
TD TORONTO DOMINION BK ONT $2.14万0.00%176 00.0% — 不变
TFC TRUIST FINL CORP $2.24万0.00%449 00.0% — 不变
XCEM COLUMBIA ETF TR II $2.25万0.01%426 426— $2.25万 新建仓
EQT EQT CORP $2.52万0.01%473 00.0% — 不变
QSR RESTAURANT BRANDS INTL INC $2.54万0.01%350 319.7% $2,248 加仓
SPYV SPDR SERIES TRUST $2.55万0.01%420 00.0% — 不变
MOS MOSAIC CO $2.60万0.01%1,227 70.6% $148 加仓
BBY BEST BUY INC $2.63万0.01%346 103.0% $759 加仓
DOW DOW HLDGS INC $2.63万0.01%962 -581-37.7% -$1.59万 减仓
FAST FASTENAL CO $2.72万0.01%566 -293-34.1% -$1.41万 减仓
UAL UNITED AIRLS HLDGS INC $2.72万0.01%200 00.0% — 不变
BX BLACKSTONE INC $2.73万0.01%232 -46-16.5% -$5,413 减仓
CL COLGATE PALMOLIVE CO $2.89万0.01%315 -524-62.5% -$4.80万 减仓
AMGN AMGEN INC $2.90万0.01%80 912.7% $3,259 加仓
CLX CLOROX CO DEL $2.98万0.01%312 3311.8% $3,150 加仓
MDT MEDTRONIC PLC $3.00万0.01%384 -114-22.9% -$8,918 减仓
ALNY ALNYLAM PHARMACEUTICALS INC $3.01万0.01%100 00.0% — 不变
SRVR PACER FDS TR $3.02万0.01%952 952— $3.02万 新建仓
XLE SELECT SECTOR SPDR TR $3.03万0.01%570 376.9% $1,965 加仓
APA APA CORPORATION $3.04万0.01%932 00.0% — 不变
MS MORGAN STANLEY $3.05万0.01%146 -97-39.9% -$2.03万 减仓
SCCO SOUTHERN COPPER CORP $3.17万0.01%182 -58-24.2% -$1.01万 减仓
SYY SYSCO CORP $3.28万0.01%393 205.4% $1,672 加仓
TRP TC ENERGY CORP $3.29万0.01%496 00.0% — 不变
ARES ARES MANAGEMENT CORPORATION $3.33万0.01%299 -6-2.0% -$668 减仓
FMS FRESENIUS MEDICAL CARE AG $3.41万0.01%1,508 -477-24.0% -$1.08万 减仓
ING ING GROEP N.V. $3.53万0.01%1,124 00.0% — 不变
— PROSHARES TR $3.59万0.01%420 00.0% — 不变
KMI KINDER MORGAN INC DEL $3.63万0.01%1,136 -364-24.3% -$1.16万 减仓
BAX BAXTER INTL INC $3.64万0.01%1,706 -733-30.1% -$1.56万 减仓
GILD GILEAD SCIENCES INC $3.65万0.01%289 -85-22.7% -$1.07万 减仓
TXT TEXTRON INC $3.68万0.01%401 00.0% — 不变
DVN DEVON ENERGY CORP NEW $3.68万0.01%892 70.8% $289 加仓
SLB SLB LIMITED $3.71万0.01%799 00.0% — 不变
QXO QXO INC $3.80万0.01%2,200 1,500214.3% $2.59万 加仓
TYG TORTOISE ENERGY INFRSTRCTR C $3.90万0.01%909 -140-13.3% -$6,002 减仓
BNY BANK OF NY MELLON CORP $4.05万0.01%280 -136-32.7% -$1.97万 减仓
CE CELANESE CORP DEL $4.15万0.01%901 00.0% — 不变
HL HECLA MINING COMPANY $4.17万0.01%2,700 00.0% — 不变
OMC OMNICOM GROUP INC $4.37万0.01%600 00.0% — 不变
GEHC GE HEALTHCARE TECHNOLOGIES I $4.43万0.01%692 00.0% — 不变
VXUS VANGUARD STAR FDS $4.51万0.01%528 00.0% — 不变
TMO THERMO FISHER SCIENTIFIC INC $4.56万0.01%91 -1,546-94.4% -$77.51万 减仓
NEM NEWMONT CORP $4.59万0.01%491 -161-24.7% -$1.50万 减仓
ZETA ZETA GLOBAL HOLDINGS CORP $4.72万0.01%2,400 00.0% — 不变
ABBV ABBVIE INC $4.81万0.01%191 00.0% — 不变
ILMN ILLUMINA INC $4.84万0.01%275 00.0% — 不变
IEF ISHARES TR $4.93万0.01%521 521— $4.93万 新建仓
VTI VANGUARD INDEX FDS $4.96万0.01%134 -1-0.7% -$370 减仓
GVI ISHARES TR $4.98万0.01%469 469— $4.98万 新建仓
VIG VANGUARD SPECIALIZED FUNDS $5.09万0.01%215 215— $5.09万 新建仓
LMT LOCKHEED MARTIN CORP $5.20万0.01%102 1112.1% $5,604 加仓
— WARNER BROS DISCOVERY INC $5.20万0.01%1,952 00.0% — 不变
VOOG VANGUARD ADMIRAL FDS INC $5.25万0.01%636 00.0% — 不变
VLTO VERALTO CORP $5.28万0.01%595 00.0% — 不变
MOAT VANECK ETF TRUST $5.33万0.01%513 00.0% — 不变
ICE INTERCONTINENTAL EXCHANGE IN $6.16万0.01%500 00.0% — 不变
RYAM RAYONIER ADVANCED MATLS INC $6.29万0.01%8,000 00.0% — 不变
SOLS SOLSTICE ADVANCED MATLS INC $6.53万0.01%737 -91-11.0% -$8,063 减仓
CMI CUMMINS INC $6.56万0.01%92 -26-22.0% -$1.85万 减仓
OKTA OKTA INC $6.82万0.02%500 00.0% — 不变
DRI DARDEN RESTAURANTS INC $6.86万0.02%333 -65-16.3% -$1.34万 减仓
— WEBSTER FINL CORP $6.88万0.02%900 00.0% — 不变
DUK DUKE ENERGY CORP NEW $6.89万0.02%544 00.0% — 不变
SPY STATE STR SPDR S&P 500 ETF T $7.02万0.02%94 00.0% — 不变
MMM 3M CO $7.03万0.02%434 -4-0.9% -$648 减仓
XLK SELECT SECTOR SPDR TR $7.16万0.02%376 00.0% — 不变
XBI SPDR SERIES TRUST $7.20万0.02%455 455— $7.20万 新建仓
AMD ADVANCED MICRO DEVICES INC $7.38万0.02%127 43.3% $2,324 加仓
DIVI FRANKLIN TEMPLETON ETF TR $7.83万0.02%1,834 -68-3.6% -$2,905 减仓
— FIRST TR EXCHNG TRADED FD VI $7.96万0.02%1,948 00.0% — 不变
ARKK ARK ETF TR $8.63万0.02%1,068 00.0% — 不变
CNP CENTERPOINT ENERGY INC $8.81万0.02%2,000 00.0% — 不变
VHT VANGUARD WORLD FD $8.88万0.02%297 00.0% — 不变
SMH VANECK ETF TRUST $8.99万0.02%137 00.0% — 不变
FTV FORTIVE CORP $9.18万0.02%1,502 -89-5.6% -$5,437 减仓
TRV TRAVELERS COMPANIES INC $9.18万0.02%278 00.0% — 不变
NTAP NETAPP INC $9.25万0.02%598 -255-29.9% -$3.95万 减仓
Q QNITY ELECTRONICS INC $9.64万0.02%590 -250-29.8% -$4.08万 减仓
RF REGIONS FINANCIAL CORP NEW $9.66万0.02%3,200 00.0% — 不变
IWP ISHARES TR $9.74万0.02%665 665— $9.74万 新建仓
IBRX IMMUNITYBIO INC $10.07万0.02%11,498 -1,500-11.5% -$1.31万 减仓
C CITIGROUP INC $10.09万0.02%721 00.0% — 不变
PCAR PACCAR INC $10.59万0.02%882 00.0% — 不变