13F 机构持仓

Hartford Financial Management Inc.

WEST HARTFORD CT · SEC CIK 0001352526

2026Q22026Q1 更早 9 个季度 🔒
$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
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 8.5%
JPSE 4.4%
AAPL 4.2%
VGT 4.0%
JMUB 3.6%
NVDA 3.2%
MSFT 2.9%
AMAT 2.8%
PAAA 2.5%
JPM 2.2%

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
CNP CENTERPOINT ENERGY INC $8.63万0.02%2,000 00.0% — 不变
NTAP NETAPP INC $8.73万0.02%853 00.0% — 不变
FTV FORTIVE CORP $8.80万0.02%1,591 -195-10.9% -$1.08万 减仓
RYAM RAYONIER ADVANCED MATLS INC $8.86万0.02%8,000 8,000— $8.86万 新建仓
Q QNITY ELECTRONICS INC $9.69万0.02%840 -887-51.4% -$10.23万 减仓
IYW ISHARES TR $9.92万0.03%547 00.0% — 不变
IBRX IMMUNITYBIO INC $9.97万0.03%12,998 12,998— $9.97万 新建仓
PCAR PACCAR INC $10.18万0.03%882 -300-25.4% -$3.46万 减仓
TGT TARGET CORP $10.24万0.03%845 -382-31.1% -$4.63万 减仓
SW SMURFIT WESTROCK PLC $10.38万0.03%2,605 00.0% — 不变
USB US BANCORP $10.40万0.03%2,000 00.0% — 不变
ELV ELEVANCE HEALTH INC FORMERLY $11.12万0.03%380 00.0% — 不变
PSA PUBLIC STORAGE OPER CO $11.16万0.03%412 00.0% — 不变
— DUPONT DE NEMOURS INC $11.47万0.03%2,505 -23-0.9% -$1,053 减仓
IR INGERSOLL RAND INC $11.53万0.03%1,439 00.0% — 不变
QCOM QUALCOMM INC $11.87万0.03%922 40.4% $515 加仓
WY WEYERHAEUSER CO $12.67万0.03%5,186 -4,798-48.1% -$11.72万 减仓
XLF SELECT SECTOR SPDR TR $12.84万0.03%2,600 00.0% — 不变
ABEV AMBEV SA $13.53万0.03%46,335 -10,456-18.4% -$3.05万 减仓
UGI UGI CORP NEW $13.67万0.03%3,754 00.0% — 不变
NI NISOURCE INC $14.00万0.04%3,000 00.0% — 不变
KOF COCA-COLA FEMSA SAB DE CV $14.17万0.04%1,453 -37-2.5% -$3,609 减仓
GIS GENERAL MILLS INC $14.89万0.04%4,000 00.0% — 不变
T AT&T INC $16.15万0.04%5,570 00.0% — 不变
SCHW SCHWAB CHARLES CORP $16.37万0.04%1,742 00.0% — 不变
NGG NATIONAL GRID PLC $16.92万0.04%2,000 00.0% — 不变
MO ALTRIA GROUP INC $17.12万0.04%2,594 -45-1.7% -$2,970 减仓
RCL ROYAL CARIBBEAN GROUP $17.39万0.04%632 -280-30.7% -$7.71万 减仓
CSCO CISCO SYS INC $17.95万0.05%2,314 00.0% — 不变
PFE PFIZER INC $18.05万0.05%6,429 00.0% — 不变
VZ VERIZON COMMUNICATIONS INC $19.76万0.05%3,937 00.0% — 不变
ADBE ADOBE INC $21.05万0.05%866 00.0% — 不变
CMCSA COMCAST CORP NEW $23.10万0.06%8,047 -627-7.2% -$1.80万 减仓
NUE NUCOR CORP $25.36万0.06%1,500 00.0% — 不变
PLTR PALANTIR TECHNOLOGIES INC $25.60万0.07%1,750 55045.8% $8.05万 加仓
AEP AMERICAN ELEC PWR CO INC $26.22万0.07%2,000 00.0% — 不变
MA MASTERCARD INCORPORATED $26.38万0.07%528 -233-30.6% -$11.64万 减仓
OKE ONEOK INC NEW $26.58万0.07%2,941 -290-9.0% -$2.62万 减仓
HSY HERSHEY CO $27.82万0.07%1,338 00.0% — 不变
YUM YUM BRANDS INC $28.50万0.07%1,833 00.0% — 不变
INTC INTEL CORP $28.90万0.07%6,549 00.0% — 不变
FENC FENNEC PHARMACEUTICALS INC $31.15万0.08%50,646 00.0% — 不变
D DOMINION ENERGY INC $33.60万0.09%5,435 00.0% — 不变
REGL PROSHARES TR $34.56万0.09%4,000 00.0% — 不变
GJUL FIRST TR EXCHNG TRADED FD VI $39.92万0.10%9,790 -1,279-11.6% -$5.22万 减仓
TSLA TESLA INC $40.15万0.10%1,080 121.1% $4,461 加仓
OTIS OTIS WORLDWIDE CORP $42.21万0.11%5,477 -234-4.1% -$1.80万 减仓
— INVESCO EXCHANGE TRADED FD T $44.46万0.11%11,500 00.0% — 不变
NSC NORFOLK SOUTHN CORP $45.55万0.12%1,587 00.0% — 不变
GEV GE VERNOVA INC $46.44万0.12%532 00.0% — 不变
SO SOUTHERN CO $48.26万0.12%5,000 00.0% — 不变
PM PHILIP MORRIS INTL INC $49.42万0.13%2,989 00.0% — 不变
KMB KIMBERLY-CLARK CORP $50.57万0.13%5,242 -212-3.9% -$2.05万 减仓
ET ENERGY TRANSFER L P $50.92万0.13%26,382 00.0% — 不变
WFC WELLS FARGO & CO $50.95万0.13%6,400 00.0% — 不变
PSX PHILLIPS 66 $51.64万0.13%2,834 -414-12.7% -$7.54万 减仓
HIG HARTFORD INSURANCE GROUP INC $52.36万0.13%3,872 00.0% — 不变
JMST J P MORGAN EXCHANGE TRADED F $53.20万0.14%10,436 00.0% — 不变
DE DEERE & CO $53.51万0.14%950 00.0% — 不变
COF CAPITAL ONE FINL CORP $54.73万0.14%3,000 00.0% — 不变
KEY KEYCORP $55.26万0.14%27,563 00.0% — 不变
MCD MCDONALDS CORP $59.17万0.15%1,904 -2-0.1% -$622 减仓
GE GE AEROSPACE $61.21万0.16%2,157 00.0% — 不变
CARR CARRIER GLOBAL CORPORATION $62.22万0.16%11,050 -19-0.2% -$1,070 减仓
RSP INVESCO EXCHANGE TRADED FD T $66.22万0.17%3,450 -403-10.5% -$7.73万 减仓
NFG NATIONAL FUEL GAS CO $66.39万0.17%7,066 00.0% — 不变
PAA PLAINS ALL AMERN PIPELINE L $66.47万0.17%29,766 00.0% — 不变
IWF ISHARES TR $66.67万0.17%1,564 302.0% $1.28万 加仓
BMY BRISTOL-MYERS SQUIBB CO $66.73万0.17%11,002 -476-4.1% -$2.89万 减仓
KO COCA COLA CO $67.29万0.17%8,848 2,43337.9% $18.50万 加仓
TT TRANE TECHNOLOGIES PLC $68.01万0.17%1,632 00.0% — 不变
EL LAUDER ESTEE COS INC $68.25万0.17%9,509 4384.8% $3.14万 加仓
FDX FEDEX CORP $71.24万0.18%2,000 00.0% — 不变
QQQ INVESCO QQQ TR $72.50万0.18%1,256 00.0% — 不变
CVS CVS HEALTH CORP $74.06万0.19%10,312 -246-2.3% -$1.77万 减仓
VOO VANGUARD INDEX FDS $76.55万0.20%1,281 00.0% — 不变
PAYX PAYCHEX INC $79.64万0.20%8,645 420.5% $3,869 加仓
ISRG INTUITIVE SURGICAL INC $80.07万0.20%1,737 663.9% $3.04万 加仓
TMO THERMO FISHER SCIENTIFIC INC $80.46万0.21%1,637 301.9% $1.47万 加仓
APD AIR PRODUCTS AND CHEMICALS I $80.96万0.21%2,787 672.5% $1.95万 加仓
AXP AMERICAN EXPRESS CO $81.37万0.21%2,690 00.0% — 不变
LLY ELI LILLY & CO $82.26万0.21%894 00.0% — 不变
PULS PGIM ETF TR $86.57万0.22%17,488 00.0% — 不变
BA BOEING CO $93.17万0.24%4,681 -115-2.4% -$2.29万 减仓
CI THE CIGNA GROUP $101.34万0.26%3,799 -21-0.5% -$5,602 减仓
FCX FREEPORT MCMORAN INC $106.76万0.27%18,162 -2,865-13.6% -$16.84万 减仓
DJUL FIRST TR EXCHNG TRADED FD VI $111.43万0.28%23,841 -3,391-12.5% -$15.85万 减仓
RYN RAYONIER INC $112.25万0.29%54,438 52,7063,043.1% $108.68万 加仓
WM WASTE MGMT INC DEL $117.22万0.30%5,101 -1-0.0% -$230 减仓
EPD ENTERPRISE PRODS PARTNERS L $117.48万0.30%31,045 00.0% — 不变
GLD SPDR GOLD TR $120.70万0.31%2,805 00.0% — 不变
PH PARKER-HANNIFIN CORP $136.26万0.35%1,522 -65-4.1% -$5.82万 减仓
LOW LOWES COS INC $139.69万0.36%5,912 -99-1.6% -$2.34万 减仓
IBM INTERNATIONAL BUSINESS MACHS $146.99万0.37%6,064 00.0% — 不变
TXN TEXAS INSTRS INC $149.25万0.38%7,688 -31-0.4% -$6,018 减仓
PG PROCTER & GAMBLE CO $149.38万0.38%10,342 1411.4% $2.04万 加仓
SPYM SPDR SERIES TRUST $153.89万0.39%20,106 8834.6% $6.76万 加仓
RSPH INVESCO EXCHANGE TRADED FD T $168.43万0.43%55,784 -327-0.6% -$9,873 减仓
GOOGL ALPHABET INC $173.83万0.44%6,045 -8-0.1% -$2,300 减仓
UNH UNITEDHEALTH GROUP INC $178.72万0.46%6,605 4777.8% $12.91万 加仓