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
TGT TARGET CORP $11.04万0.02%845 00.0% — 不变
T AT&T INC $11.53万0.03%5,570 00.0% — 不变
IR INGERSOLL RAND INC $11.80万0.03%1,439 00.0% — 不变
SW SMURFIT WESTROCK PLC $12.05万0.03%2,605 00.0% — 不变
WY WEYERHAEUSER CO $12.08万0.03%5,045 -141-2.7% -$3,376 减仓
IWM ISHARES TR $12.08万0.03%402 14455.8% $4.33万 加仓
USB US BANCORP $12.08万0.03%2,000 00.0% — 不变
IYC ISHARES TR $12.59万0.03%1,245 1,245— $12.59万 新建仓
PANW PALO ALTO NETWORKS INC $12.82万0.03%376 00.0% — 不变
ABEV AMBEV SA $12.96万0.03%41,265 -5,070-10.9% -$1.59万 减仓
UGI UGI CORP NEW $12.97万0.03%3,754 00.0% — 不变
PSA PUBLIC STORAGE $13.11万0.03%412 00.0% — 不变
SWK STANLEY BLACK & DECKER INC $13.50万0.03%1,434 43543.5% $4.09万 加仓
KOF COCA-COLA FEMSA SAB DE CV $13.79万0.03%1,298 -155-10.7% -$1.65万 减仓
NI NISOURCE INC $14.27万0.03%3,000 00.0% — 不变
ELV ELEVANCE HEALTH INC FORMERLY $14.70万0.03%380 00.0% — 不变
XLF SELECT SECTOR SPDR TR $14.95万0.03%2,789 1897.3% $1.01万 加仓
FDXF FEDEX FGHT HLDG CO INC $15.10万0.03%1,000 1,000— $15.10万 新建仓
PFE PFIZER INC $15.48万0.03%6,429 00.0% — 不变
SCHW SCHWAB CHARLES CORP $16.07万0.04%1,742 00.0% — 不变
NGG NATIONAL GRID PLC $16.57万0.04%2,000 00.0% — 不变
VZ VERIZON COMMUNICATIONS INC $16.67万0.04%3,937 00.0% — 不变
QCOM QUALCOMM INC $16.72万0.04%905 -17-1.8% -$3,141 减仓
AWK AMERICAN WTR WKS CO INC NEW $16.75万0.04%1,273 1,26211,472.7% $16.61万 加仓
GIS GENERAL MILLS INC $17.40万0.04%5,000 1,00025.0% $3.48万 加仓
ADBE ADOBE INC $17.75万0.04%866 00.0% — 不变
MO ALTRIA GROUP INC $18.66万0.04%2,594 00.0% — 不变
CMCSA COMCAST CORP NEW $19.35万0.04%7,880 -167-2.1% -$4,100 减仓
RCL ROYAL CARIBBEAN GROUP $20.10万0.04%633 10.2% $318 加仓
IYW ISHARES TR $20.76万0.05%823 27650.5% $6.96万 加仓
PLTR PALANTIR TECHNOLOGIES INC $22.52万0.05%1,930 18010.3% $2.10万 加仓
IVV ISHARES TR $23.23万0.05%310 202187.0% $15.14万 加仓
HSY HERSHEY CO $23.48万0.05%1,338 00.0% — 不变
AVGO BROADCOM INC $24.29万0.05%643 400164.6% $15.11万 加仓
OKE ONEOK INC NEW $25.65万0.06%2,950 90.3% $782 加仓
GJUL FIRST TR EXCHNG TRADED FD VI $27.03万0.06%6,215 -3,575-36.5% -$15.55万 减仓
MA MASTERCARD INCORPORATED $27.12万0.06%528 00.0% — 不变
CSCO CISCO SYS INC $27.18万0.06%2,314 00.0% — 不变
AEP AMERICAN ELEC PWR CO INC $27.36万0.06%2,000 00.0% — 不变
YUM YUM BRANDS INC $29.30万0.07%1,833 00.0% — 不变
NUE NUCOR CORP $33.41万0.07%1,500 00.0% — 不变
REGL PROSHARES TR $36.63万0.08%4,000 00.0% — 不变
D DOMINION ENERGY INC $37.12万0.08%5,435 00.0% — 不变
OTIS OTIS WORLDWIDE CORP $39.21万0.09%5,477 00.0% — 不变
— INVESCO EXCHANGE TRADED FD T $44.44万0.10%11,500 00.0% — 不变
TSLA TESLA INC $45.42万0.10%1,080 00.0% — 不变
PSX PHILLIPS 66 $46.70万0.10%2,762 -72-2.5% -$1.22万 减仓
ET ENERGY TRANSFER L P $47.43万0.11%24,805 -1,577-6.0% -$3.02万 减仓
SO SOUTHERN CO $47.85万0.11%5,000 00.0% — 不变
NSC NORFOLK SOUTHN CORP $49.93万0.11%1,587 00.0% — 不变
MCD MCDONALDS CORP $51.09万0.11%1,890 -14-0.7% -$3,784 减仓
HIG HARTFORD INSURANCE GROUP INC $51.31万0.11%3,872 00.0% — 不变
KMB KIMBERLY-CLARK CORP $52.31万0.12%4,765 -477-9.1% -$5.24万 减仓
WFC WELLS FARGO & CO $52.89万0.12%6,400 00.0% — 不变
JMST J P MORGAN EXCHANGE TRADED F $53.10万0.12%10,412 -24-0.2% -$1,224 减仓
PM PHILIP MORRIS INTL INC $54.07万0.12%2,989 00.0% — 不变
FENC FENNEC PHARMACEUTICALS INC $54.44万0.12%50,646 00.0% — 不变
NFG NATIONAL FUEL GAS CO $54.56万0.12%7,066 00.0% — 不变
BMY BRISTOL-MYERS SQUIBB CO $58.67万0.13%10,183 -819-7.4% -$4.72万 减仓
COF CAPITAL ONE FINL CORP $60.19万0.13%3,000 00.0% — 不变
DE DEERE & CO $60.26万0.13%950 00.0% — 不变
GEV GE VERNOVA INC $62.50万0.14%532 00.0% — 不变
FDX FEDEX CORP $62.63万0.14%2,000 00.0% — 不变
KEY KEYCORP $63.53万0.14%27,563 00.0% — 不变
PG PROCTER & GAMBLE CO $65.72万0.15%4,482 -5,860-56.7% -$85.93万 减仓
PAA PLAINS ALL AMERN PIPELINE L $66.26万0.15%29,766 00.0% — 不变
RSP INVESCO EXCHANGE TRADED FD T $71.89万0.16%3,379 -71-2.1% -$1.51万 减仓
KO COCA COLA CO $71.91万0.16%8,848 00.0% — 不变
ISRG INTUITIVE SURGICAL INC $75.24万0.17%1,892 1558.9% $6.16万 加仓
IWF ISHARES TR $77.66万0.17%6,255 -1-0.0% -$124 减仓
TT TRANE TECHNOLOGIES PLC $80.16万0.18%1,632 00.0% — 不变
GE GE AEROSPACE $80.61万0.18%2,157 00.0% — 不变
CARR CARRIER GLOBAL CORPORATION $81.05万0.18%11,050 00.0% — 不变
INTC INTEL CORP $82.16万0.18%5,884 -665-10.2% -$9.29万 减仓
PAYX PAYCHEX INC $83.57万0.19%8,499 -146-1.7% -$1.44万 减仓
EL LAUDER ESTEE COS INC $84.06万0.19%10,647 1,13812.0% $8.98万 加仓
VOO VANGUARD INDEX FDS $88.94万0.20%1,295 141.1% $9,615 加仓
CI THE CIGNA GROUP $90.59万0.20%3,286 -513-13.5% -$14.14万 减仓
AXP AMERICAN EXPRESS CO $90.82万0.20%2,685 -5-0.2% -$1,691 减仓
PEP PEPSICO INC $91.11万0.20%6,729 -6,493-49.1% -$87.92万 减仓
XLI SELECT SECTOR SPDR TR $91.19万0.20%4,923 4,7973,807.1% $88.85万 加仓
QQQ INVESCO QQQ TR $92.94万0.21%1,262 60.5% $4,419 加仓
GPC GENUINE PARTS CO $100.25万0.22%8,497 -12,520-59.6% -$147.71万 减仓
BA BOEING CO $101.09万0.23%4,670 -11-0.2% -$2,381 减仓
GLD SPDR GOLD TR $103.33万0.23%2,805 00.0% — 不变
CVS CVS HEALTH CORP $104.44万0.23%10,096 -216-2.1% -$2.23万 减仓
LLY ELI LILLY & CO $107.27万0.24%894 00.0% — 不变
FCX FREEPORT MCMORAN INC $112.99万0.25%17,967 -195-1.1% -$1.23万 减仓
EPD ENTERPRISE PRODS PARTNERS L $113.02万0.25%30,745 -300-1.0% -$1.10万 减仓
WM WASTE MGMT INC DEL $113.69万0.25%5,101 00.0% — 不变
LOW LOWES COS INC $114.43万0.26%5,190 -722-12.2% -$15.92万 减仓
RYN RAYONIER INC $116.53万0.26%54,760 3220.6% $6,852 加仓
DJUL FIRST TR EXCHNG TRADED FD VI $117.00万0.26%23,332 -509-2.1% -$2.55万 减仓
HON HONEYWELL INTL INC $119.63万0.27%5,343 -10,138-65.5% -$227.00万 减仓
HONA HONEYWELL AEROSPACE INC $133.89万0.30%6,056 6,056— $133.89万 新建仓
ABT ABBOTT LABORATORIES $148.38万0.33%16,352 -7,339-31.0% -$66.59万 减仓
PH PARKER-HANNIFIN CORP $153.66万0.34%1,571 493.2% $4.79万 加仓
DHR DANAHER CORP DEL $164.60万0.37%8,641 -5,230-37.7% -$99.62万 减仓
IBM INTERNATIONAL BUSINESS MACHS $170.53万0.38%6,064 00.0% — 不变
SPYM SPDR SERIES TRUST $181.25万0.40%20,625 5192.6% $4.56万 加仓