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
— GOLDMAN SACHS ETF TR $00.00%0 -53,202-100.0% -$252.15万 清仓
PULS PGIM ETF TR $00.00%0 -17,488-100.0% -$86.57万 清仓
— DUPONT DE NEMOURS INC $00.00%0 -835-100.0% -$11.47万 清仓
IP INTERNATIONAL PAPER CO $00.00%0 -908-100.0% -$3.24万 清仓
— COTERRA ENERGY INC $00.00%0 -779-100.0% -$2.74万 清仓
SGVT SCHWAB STRATEGIC TR $00.00%0 -259-100.0% -$2.61万 清仓
UL UNILEVER PLC $00.00%0 -289-100.0% -$1.65万 清仓
FTNT FORTINET INC $00.00%0 -94-100.0% -$7,682 清仓
SOLV SOLVENTUM CORP $00.00%0 -100-100.0% -$6,530 清仓
GPN GLOBAL PMTS INC $00.00%0 -55-100.0% -$3,702 清仓
CCL CARNIVAL CORP $00.00%0 -114-100.0% -$2,951 清仓
FIS FIDELITY NATL INFORMATION SV $00.00%0 -2-100.0% -$94 清仓
VYM VANGUARD WHITEHALL FDS $1590.00%1 00.0% — 不变
ALK ALASKA AIR GROUP INC $2610.00%5 00.0% — 不变
— VOLATILITY SHS TR $2760.00%48 00.0% — 不变
B BARRICK MNG CORP $2940.00%8 00.0% — 不变
MYGN MYRIAD GENETICS INC $3430.00%60 00.0% — 不变
— CHARGEPOINT HOLDINGS INC $4440.00%75 00.0% — 不变
DNA GINKGO BIOWORKS HOLDINGS INC $6450.00%65 00.0% — 不变
— MINDWALK HOLDINGS CORP $7900.00%500 500— $790 新建仓
ZM ZOOM COMMUNICATIONS INC $8640.00%10 00.0% — 不变
FUN SIX FLAGS ENTERTAINMENT CORP $1,0650.00%50 00.0% — 不变
FICO FAIR ISAAC CORP $1,1950.00%1 -2-66.7% -$2,390 减仓
CMP COMPASS MINERALS INTL INC $1,5570.00%50 00.0% — 不变
RHI ROBERT HALF INC. $1,5660.00%51 -146-74.1% -$4,483 减仓
EWJ ISHARES INC $1,5860.00%17 00.0% — 不变
PGNY PROGYNY INC $1,5860.00%55 00.0% — 不变
BMRN BIOMARIN PHARMACEUTICAL INC $1,6030.00%28 00.0% — 不变
PPLI PEOPLE INC $1,8470.00%40 00.0% — 不变
RH RH $1,9770.00%12 -20-62.5% -$3,295 减仓
NVO NOVO-NORDISK A S $2,0140.00%42 00.0% — 不变
NKE NIKE INC $2,1760.00%53 1851.4% $739 加仓
DECK DECKERS OUTDOOR CORP $2,2840.00%23 -26-53.1% -$2,582 减仓
VRTX VERTEX PHARMACEUTICALS INC $2,4840.00%5 -4-44.4% -$1,987 减仓
REGN REGENERON PHARMACEUTICALS $2,4950.00%4 00.0% — 不变
MTD METTLER TOLEDO INTERNATIONAL $2,5560.00%2 -2-50.0% -$2,556 减仓
ULTA ULTA BEAUTY INC $2,7060.00%6 00.0% — 不变
VRSN VERISIGN INC $2,7680.00%11 -8-42.1% -$2,013 减仓
BABA ALIBABA GROUP HLDG LTD $2,8800.00%30 00.0% — 不变
NVS NOVARTIS AG $2,9780.00%19 00.0% — 不变
APH AMPHENOL CORP $3,1740.00%18 00.0% — 不变
CCL CARNIVAL CORP LTD $3,2570.00%114 114— $3,257 新建仓
MTCH MATCH GROUP INC NEW $3,2730.00%86 00.0% — 不变
VSNT VERSANT MEDIA GROUP INC $3,2830.00%91 -8-8.1% -$289 减仓
POST POST HLDGS INC $3,4430.00%39 00.0% — 不变
SOBO SOUTH BOW CORP $3,4540.00%98 00.0% — 不变
EW EDWARDS LIFESCIENCES CORP $3,5280.00%39 -24-38.1% -$2,171 减仓
IJR ISHARES TR $3,7550.00%25 00.0% — 不变
NTES NETEASE COM INC $3,8450.00%30 00.0% — 不变
CDNS CADENCE DESIGN SYSTEM INC $4,1290.00%11 -4-26.7% -$1,501 减仓
SBUX STARBUCKS CORP $4,2920.00%42 00.0% — 不变
KD KYNDRYL HLDGS INC $4,2980.00%380 00.0% — 不变
ABUS ARBUTUS BIOPHARMA CORP $4,3200.00%900 00.0% — 不变
LYFT LYFT INC $4,3830.00%300 00.0% — 不变
CRM SALESFORCE INC $4,7000.00%30 00.0% — 不变
VTRS VIATRIS INC $4,7170.00%297 00.0% — 不变
IDXX IDEXX LABS INC $4,7380.00%9 -1-10.0% -$526 减仓
RIG TRANSOCEAN LTD $4,8900.00%1,000 00.0% — 不变
IDEQ LAZARD ACTIVE ETF TR $5,0510.00%144 00.0% — 不变
MEDP MEDPACE HLDGS INC $5,2960.00%10 00.0% — 不变
— FURY GOLD MINES LIMITED $5,3990.00%10,000 00.0% — 不变
NTRA NATERA INC $5,4290.00%20 00.0% — 不变
INCY INCYTE CORP $5,4420.00%48 -9-15.8% -$1,020 减仓
RBLX ROBLOX CORP $5,8190.00%107 00.0% — 不变
COIN COINBASE GLOBAL INC $5,8480.00%40 00.0% — 不变
SRE SEMPRA $6,5830.00%71 -28-28.3% -$2,596 减仓
IBIT ISHARES BITCOIN TRUST ETF $6,6580.00%200 00.0% — 不变
NB NIOCORP DEVS LTD $6,9890.00%1,450 00.0% — 不变
— WISDOMTREE TR $7,0820.00%54 54— $7,082 新建仓
ADI ANALOG DEVICES INC $7,9440.00%20 00.0% — 不变
ASML ASML HLDG NV $7,9580.00%4 00.0% — 不变
BTE BAYTEX ENERGY CORP $8,0000.00%2,000 00.0% — 不变
— SANTACRUZ SILVER MNG LTD $8,0610.00%1,242 -1,000-44.6% -$6,490 减仓
— MAYFAIR GOLD CORP $8,5930.00%3,500 00.0% — 不变
VEEV VEEVA SYS INC $8,8740.00%50 00.0% — 不变
TRMB TRIMBLE INC $8,9570.00%175 00.0% — 不变
XRNPX COHEN & STEERS REIT & PFD & $9,0140.00%444 00.0% — 不变
HPQ HP INC $9,0620.00%413 -35-7.8% -$768 减仓
RIVN RIVIAN AUTOMOTIVE INC $9,1960.00%530 00.0% — 不变
TSCO TRACTOR SUPPLY CO $9,4830.00%300 00.0% — 不变
AZO AUTOZONE INC $9,5880.00%3 00.0% — 不变
PGR PROGRESSIVE CORP $9,8310.00%45 00.0% — 不变
ICHR ICHOR HOLDINGS $1.04万0.00%93 00.0% — 不变
TTWO TAKE-TWO INTERACTIVE SOFTWAR $1.05万0.00%42 00.0% — 不变
QTUM ETF SER SOLUTIONS $1.09万0.00%66 66— $1.09万 新建仓
VEU VANGUARD INTL EQUITY INDEX F $1.15万0.00%137 00.0% — 不变
NWN NORTHWEST NAT HLDG CO $1.15万0.00%235 00.0% — 不变
COP CONOCOPHILLIPS $1.19万0.00%114 00.0% — 不变
VOX VANGUARD WORLD FD $1.20万0.00%65 -93-58.9% -$1.71万 减仓
KHC KRAFT HEINZ CO $1.22万0.00%518 91.8% $212 加仓
VSS VANGUARD INTL EQUITY INDEX F $1.23万0.00%80 00.0% — 不变
WSO WATSCO INC $1.25万0.00%30 -34-53.1% -$1.42万 减仓
— ISHARES TR $1.26万0.00%480 00.0% — 不变
PYPL PAYPAL HLDGS INC $1.30万0.00%300 00.0% — 不变
RLYB RALLYBIO CORP $1.30万0.00%812 00.0% — 不变
NAD NUVEEN QUALITY MUNCP INCOME $1.42万0.00%1,175 00.0% — 不变
A AGILENT TECHNOLOGIES INC $1.46万0.00%110 00.0% — 不变
IYJ ISHARES TR $1.48万0.00%89 89— $1.48万 新建仓
ARKW ARK ETF TR $1.50万0.00%104 57121.3% $8,234 加仓
APD AIR PRODUCTS AND CHEMICALS I $1.52万0.00%52 -2,735-98.1% -$80.19万 减仓