Hartford Financial Management Inc.
WEST HARTFORD CT · SEC CIK 0001352526
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| JCPB | J P MORGAN EXCHANGE TRADED F | $3,607.50万 | 8.05% | 768,534 | 62,412 | 8.8% | $292.96万 | 加仓 |
| VGT | VANGUARD WORLD FD | $2,309.78万 | 5.15% | 193,254 | 15,222 | 8.6% | $181.93万 | 加仓 |
| AMAT | APPLIED MATLS INC | $2,041.68万 | 4.56% | 28,239 | -3,843 | -12.0% | -$277.85万 | 减仓 |
| JPSE | J P MORGAN EXCHANGE TRADED F | $1,939.08万 | 4.33% | 322,294 | -6,811 | -2.1% | -$40.98万 | 减仓 |
| AAPL | APPLE INC | $1,870.79万 | 4.17% | 64,653 | 307 | 0.5% | $8.88万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,458.68万 | 3.25% | 72,901 | 1,062 | 1.5% | $21.25万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $1,302.74万 | 2.91% | 257,179 | -27,302 | -9.6% | -$138.30万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,219.84万 | 2.72% | 32,702 | 2,141 | 7.0% | $79.86万 | 加仓 |
| PAAA | PGIM ETF TR | $1,049.92万 | 2.34% | 204,782 | 10,761 | 5.5% | $55.17万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $937.55万 | 2.09% | 28,642 | -509 | -1.7% | -$16.66万 | 减仓 |
| CAT | CATERPILLAR INC | $900.04万 | 2.01% | 8,452 | -488 | -5.5% | -$51.97万 | 减仓 |
| GOOG | ALPHABET INC | $895.73万 | 2.00% | 25,351 | -754 | -2.9% | -$26.64万 | 减仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $771.80万 | 1.72% | 69,188 | -2,897 | -4.0% | -$32.32万 | 减仓 |
| DAUG | FIRST TR EXCHNG TRADED FD VI | $760.09万 | 1.70% | 162,249 | 788 | 0.5% | $3.69万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $738.53万 | 1.65% | 7,895 | -109 | -1.4% | -$10.20万 | 减仓 |
| — | GMO ETF TRUST | $701.56万 | 1.57% | 259,532 | 50,798 | 24.3% | $137.32万 | 加仓 |
| DBEF | DBX ETF TR | $666.67万 | 1.49% | 122,034 | 23,609 | 24.0% | $128.98万 | 加仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $664.87万 | 1.48% | 26,821 | -1,127 | -4.0% | -$27.94万 | 减仓 |
| QLTY | GMO ETF TRUST | $592.04万 | 1.32% | 142,248 | 4,408 | 3.2% | $18.35万 | 加仓 |
| DDEC | FIRST TR EXCHNG TRADED FD VI | $575.65万 | 1.28% | 121,510 | 2,745 | 2.3% | $13.00万 | 加仓 |
| CSX | CSX CORP | $568.30万 | 1.27% | 119,567 | -3,664 | -3.0% | -$17.42万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $554.38万 | 1.24% | 47,270 | 47,270 | — | $554.38万 | 新建仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $553.67万 | 1.24% | 109,486 | 65,097 | 146.7% | $329.19万 | 加仓 |
| GLW | CORNING INC | $550.34万 | 1.23% | 21,546 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $541.27万 | 1.21% | 22,710 | 1,372 | 6.4% | $32.70万 | 加仓 |
| V | VISA INC | $526.29万 | 1.17% | 15,340 | -2 | -0.0% | -$686 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $523.46万 | 1.17% | 10,961 | -1,175 | -9.7% | -$56.11万 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $503.88万 | 1.12% | 78,121 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $499.29万 | 1.11% | 9,978 | 214 | 2.2% | $10.71万 | 加仓 |
| KLAC | KLA CORP | $485.15万 | 1.08% | 16,080 | -8,730 | -35.2% | -$263.39万 | 减仓 |
| RTX | RTX CORPORATION | $454.47万 | 1.01% | 23,954 | 320 | 1.4% | $6.07万 | 加仓 |
| ARKQ | ARK ETF TR | $433.87万 | 0.97% | 32,814 | 11 | 0.0% | $1,454 | 加仓 |
| META | META PLATFORMS INC | $416.59万 | 0.93% | 7,396 | 651 | 9.7% | $36.67万 | 加仓 |
| — | EXXON MOBIL CORP | $415.38万 | 0.93% | 30,382 | -223 | -0.7% | -$3.05万 | 减仓 |
| UNP | UNION PAC CORP | $348.06万 | 0.78% | 12,796 | -33 | -0.3% | -$8,976 | 减仓 |
| BAC | BANK OF AMER CORP | $337.93万 | 0.75% | 59,307 | 1,460 | 2.5% | $8.32万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $333.75万 | 0.74% | 3,300 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $330.40万 | 0.74% | 14,753 | 69 | 0.5% | $1.55万 | 加仓 |
| HD | HOME DEPOT INC | $308.34万 | 0.69% | 8,743 | -7,116 | -44.9% | -$250.96万 | 减仓 |
| CME | CME GROUP INC | $288.14万 | 0.64% | 13,048 | 2,026 | 18.4% | $44.74万 | 加仓 |
| TJX | TJX COS INC NEW | $269.55万 | 0.60% | 17,792 | 451 | 2.6% | $6.83万 | 加仓 |
| DIS | DISNEY WALT CO | $263.91万 | 0.59% | 27,419 | -7 | -0.0% | -$674 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $261.15万 | 0.58% | 16,460 | 16,160 | 5,386.7% | $256.39万 | 加仓 |
| EWJV | ISHARES TR | $258.45万 | 0.58% | 58,790 | 58,574 | 27,117.6% | $257.50万 | 加仓 |
| CVX | CHEVRON CORPORATION | $249.09万 | 0.56% | 15,027 | -102 | -0.7% | -$1.69万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $238.85万 | 0.53% | 9,405 | -82 | -0.9% | -$2.08万 | 减仓 |
| WMB | WILLIAMS COS INC | $233.64万 | 0.52% | 31,429 | 55 | 0.2% | $4,089 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $232.88万 | 0.52% | 5,603 | -1,002 | -15.2% | -$41.65万 | 减仓 |
| TXN | TEXAS INSTRS INC | $225.85万 | 0.50% | 7,577 | -111 | -1.4% | -$3.31万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $221.67万 | 0.49% | 24,602 | -691 | -2.7% | -$6.23万 | 减仓 |
| GOOGL | ALPHABET INC | $216.14万 | 0.48% | 6,048 | 3 | 0.0% | $1,072 | 加仓 |
| NFLX | NETFLIX INC. | $212.39万 | 0.47% | 29,747 | 2,729 | 10.1% | $19.49万 | 加仓 |
| ENB | ENBRIDGE INC | $207.98万 | 0.46% | 38,366 | -689 | -1.8% | -$3.74万 | 减仓 |
| MPC | MARATHON PETE CORP | $207.41万 | 0.46% | 8,112 | -127 | -1.5% | -$3.25万 | 减仓 |
| PLD | PROLOGIS INC. | $206.82万 | 0.46% | 15,267 | -239 | -1.5% | -$3.24万 | 减仓 |
| MRK | MERCK & CO INC | $202.43万 | 0.45% | 15,754 | -442 | -2.7% | -$5.68万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $197.43万 | 0.44% | 34,133 | 5 | 0.0% | $289 | 加仓 |
| ORCL | ORACLE CORP | $196.30万 | 0.44% | 13,395 | -21,769 | -61.9% | -$319.03万 | 减仓 |
| IGV | ISHARES TR | $193.13万 | 0.43% | 21,317 | 21,258 | 36,030.5% | $192.60万 | 加仓 |
| RSPH | INVESCO EXCHANGE TRADED FD T | $185.16万 | 0.41% | 55,788 | 4 | 0.0% | $133 | 加仓 |
| WMT | WALMART INC | $181.87万 | 0.41% | 16,058 | -14 | -0.1% | -$1,586 | 减仓 |
| SPYM | SPDR SERIES TRUST | $181.25万 | 0.40% | 20,625 | 519 | 2.6% | $4.56万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $170.53万 | 0.38% | 6,064 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $164.60万 | 0.37% | 8,641 | -5,230 | -37.7% | -$99.62万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $153.66万 | 0.34% | 1,571 | 49 | 3.2% | $4.79万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $148.38万 | 0.33% | 16,352 | -7,339 | -31.0% | -$66.59万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $133.89万 | 0.30% | 6,056 | 6,056 | — | $133.89万 | 新建仓 |
| HON | HONEYWELL INTL INC | $119.63万 | 0.27% | 5,343 | -10,138 | -65.5% | -$227.00万 | 减仓 |
| DJUL | FIRST TR EXCHNG TRADED FD VI | $117.00万 | 0.26% | 23,332 | -509 | -2.1% | -$2.55万 | 减仓 |
| RYN | RAYONIER INC | $116.53万 | 0.26% | 54,760 | 322 | 0.6% | $6,852 | 加仓 |
| LOW | LOWES COS INC | $114.43万 | 0.26% | 5,190 | -722 | -12.2% | -$15.92万 | 减仓 |
| WM | WASTE MGMT INC DEL | $113.69万 | 0.25% | 5,101 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $113.02万 | 0.25% | 30,745 | -300 | -1.0% | -$1.10万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $112.99万 | 0.25% | 17,967 | -195 | -1.1% | -$1.23万 | 减仓 |
| LLY | ELI LILLY & CO | $107.27万 | 0.24% | 894 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $104.44万 | 0.23% | 10,096 | -216 | -2.1% | -$2.23万 | 减仓 |
| GLD | SPDR GOLD TR | $103.33万 | 0.23% | 2,805 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $101.09万 | 0.23% | 4,670 | -11 | -0.2% | -$2,381 | 减仓 |
| GPC | GENUINE PARTS CO | $100.25万 | 0.22% | 8,497 | -12,520 | -59.6% | -$147.71万 | 减仓 |
| QQQ | INVESCO QQQ TR | $92.94万 | 0.21% | 1,262 | 6 | 0.5% | $4,419 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $91.19万 | 0.20% | 4,923 | 4,797 | 3,807.1% | $88.85万 | 加仓 |
| PEP | PEPSICO INC | $91.11万 | 0.20% | 6,729 | -6,493 | -49.1% | -$87.92万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $90.82万 | 0.20% | 2,685 | -5 | -0.2% | -$1,691 | 减仓 |
| CI | THE CIGNA GROUP | $90.59万 | 0.20% | 3,286 | -513 | -13.5% | -$14.14万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $88.94万 | 0.20% | 1,295 | 14 | 1.1% | $9,615 | 加仓 |
| EL | LAUDER ESTEE COS INC | $84.06万 | 0.19% | 10,647 | 1,138 | 12.0% | $8.98万 | 加仓 |
| PAYX | PAYCHEX INC | $83.57万 | 0.19% | 8,499 | -146 | -1.7% | -$1.44万 | 减仓 |
| INTC | INTEL CORP | $82.16万 | 0.18% | 5,884 | -665 | -10.2% | -$9.29万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $81.05万 | 0.18% | 11,050 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $80.61万 | 0.18% | 2,157 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $80.16万 | 0.18% | 1,632 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $77.66万 | 0.17% | 6,255 | -1 | -0.0% | -$124 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $75.24万 | 0.17% | 1,892 | 155 | 8.9% | $6.16万 | 加仓 |
| KO | COCA COLA CO | $71.91万 | 0.16% | 8,848 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $71.89万 | 0.16% | 3,379 | -71 | -2.1% | -$1.51万 | 减仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $66.26万 | 0.15% | 29,766 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $65.72万 | 0.15% | 4,482 | -5,860 | -56.7% | -$85.93万 | 减仓 |
| KEY | KEYCORP | $63.53万 | 0.14% | 27,563 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $62.63万 | 0.14% | 2,000 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $62.50万 | 0.14% | 532 | 0 | 0.0% | — | 不变 |