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
DE DEERE & CO $53.51万0.14%950 00.0% — 不变
JMST J P MORGAN EXCHANGE TRADED F $53.20万0.14%10,436 00.0% — 不变
HIG HARTFORD INSURANCE GROUP INC $52.36万0.13%3,872 00.0% — 不变
PSX PHILLIPS 66 $51.64万0.13%2,834 -414-12.7% -$7.54万 减仓
WFC WELLS FARGO & CO $50.95万0.13%6,400 00.0% — 不变
ET ENERGY TRANSFER L P $50.92万0.13%26,382 00.0% — 不变
KMB KIMBERLY-CLARK CORP $50.57万0.13%5,242 -212-3.9% -$2.05万 减仓
PM PHILIP MORRIS INTL INC $49.42万0.13%2,989 00.0% — 不变
SO SOUTHERN CO $48.26万0.12%5,000 00.0% — 不变
GEV GE VERNOVA INC $46.44万0.12%532 00.0% — 不变
NSC NORFOLK SOUTHN CORP $45.55万0.12%1,587 00.0% — 不变
— INVESCO EXCHANGE TRADED FD T $44.46万0.11%11,500 00.0% — 不变
OTIS OTIS WORLDWIDE CORP $42.21万0.11%5,477 -234-4.1% -$1.80万 减仓
TSLA TESLA INC $40.15万0.10%1,080 121.1% $4,461 加仓
GJUL FIRST TR EXCHNG TRADED FD VI $39.92万0.10%9,790 -1,279-11.6% -$5.22万 减仓
REGL PROSHARES TR $34.56万0.09%4,000 00.0% — 不变
D DOMINION ENERGY INC $33.60万0.09%5,435 00.0% — 不变
FENC FENNEC PHARMACEUTICALS INC $31.15万0.08%50,646 00.0% — 不变
INTC INTEL CORP $28.90万0.07%6,549 00.0% — 不变
YUM YUM BRANDS INC $28.50万0.07%1,833 00.0% — 不变
HSY HERSHEY CO $27.82万0.07%1,338 00.0% — 不变
OKE ONEOK INC NEW $26.58万0.07%2,941 -290-9.0% -$2.62万 减仓
MA MASTERCARD INCORPORATED $26.38万0.07%528 -233-30.6% -$11.64万 减仓
AEP AMERICAN ELEC PWR CO INC $26.22万0.07%2,000 00.0% — 不变
PLTR PALANTIR TECHNOLOGIES INC $25.60万0.07%1,750 55045.8% $8.05万 加仓
NUE NUCOR CORP $25.36万0.06%1,500 00.0% — 不变
CMCSA COMCAST CORP NEW $23.10万0.06%8,047 -627-7.2% -$1.80万 减仓
ADBE ADOBE INC $21.05万0.05%866 00.0% — 不变
VZ VERIZON COMMUNICATIONS INC $19.76万0.05%3,937 00.0% — 不变
PFE PFIZER INC $18.05万0.05%6,429 00.0% — 不变
CSCO CISCO SYS INC $17.95万0.05%2,314 00.0% — 不变
RCL ROYAL CARIBBEAN GROUP $17.39万0.04%632 -280-30.7% -$7.71万 减仓
MO ALTRIA GROUP INC $17.12万0.04%2,594 -45-1.7% -$2,970 减仓
NGG NATIONAL GRID PLC $16.92万0.04%2,000 00.0% — 不变
SCHW SCHWAB CHARLES CORP $16.37万0.04%1,742 00.0% — 不变
T AT&T INC $16.15万0.04%5,570 00.0% — 不变
GIS GENERAL MILLS INC $14.89万0.04%4,000 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
NI NISOURCE INC $14.00万0.04%3,000 00.0% — 不变
UGI UGI CORP NEW $13.67万0.03%3,754 00.0% — 不变
ABEV AMBEV SA $13.53万0.03%46,335 -10,456-18.4% -$3.05万 减仓
XLF SELECT SECTOR SPDR TR $12.84万0.03%2,600 00.0% — 不变
WY WEYERHAEUSER CO $12.67万0.03%5,186 -4,798-48.1% -$11.72万 减仓
QCOM QUALCOMM INC $11.87万0.03%922 40.4% $515 加仓
IR INGERSOLL RAND INC $11.53万0.03%1,439 00.0% — 不变
— DUPONT DE NEMOURS INC $11.47万0.03%2,505 -23-0.9% -$1,053 减仓
PSA PUBLIC STORAGE OPER CO $11.16万0.03%412 00.0% — 不变
ELV ELEVANCE HEALTH INC FORMERLY $11.12万0.03%380 00.0% — 不变
USB US BANCORP $10.40万0.03%2,000 00.0% — 不变
SW SMURFIT WESTROCK PLC $10.38万0.03%2,605 00.0% — 不变
TGT TARGET CORP $10.24万0.03%845 -382-31.1% -$4.63万 减仓
PCAR PACCAR INC $10.18万0.03%882 -300-25.4% -$3.46万 减仓
IBRX IMMUNITYBIO INC $9.97万0.03%12,998 12,998— $9.97万 新建仓
IYW ISHARES TR $9.92万0.03%547 00.0% — 不变
Q QNITY ELECTRONICS INC $9.69万0.02%840 -887-51.4% -$10.23万 减仓
RYAM RAYONIER ADVANCED MATLS INC $8.86万0.02%8,000 8,000— $8.86万 新建仓
FTV FORTIVE CORP $8.80万0.02%1,591 -195-10.9% -$1.08万 减仓
NTAP NETAPP INC $8.73万0.02%853 00.0% — 不变
CNP CENTERPOINT ENERGY INC $8.63万0.02%2,000 00.0% — 不变
RF REGIONS FINANCIAL CORP NEW $8.36万0.02%3,200 00.0% — 不变
C CITIGROUP INC $8.18万0.02%721 00.0% — 不变
TRV TRAVELERS COMPANIES INC $8.11万0.02%278 00.0% — 不变
VHT VANGUARD WORLD FD $8.09万0.02%297 -3-1.0% -$817 减仓
ICE INTERCONTINENTAL EXCHANGE IN $7.86万0.02%500 00.0% — 不变
DRI DARDEN RESTAURANTS INC $7.80万0.02%398 222126.1% $4.35万 加仓
— FIRST TR EXCHNG TRADED FD VI $7.75万0.02%1,948 -88-4.3% -$3,499 减仓
DIVI FRANKLIN TEMPLETON ETF TR $7.57万0.02%1,902 -85-4.3% -$3,384 减仓
AVGO BROADCOM INC $7.52万0.02%243 -56-18.7% -$1.73万 减仓
ARKK ARK ETF TR $7.22万0.02%1,068 00.0% — 不变
CL COLGATE PALMOLIVE CO $7.15万0.02%839 -93-10.0% -$7,926 减仓
DUK DUKE ENERGY CORP NEW $7.12万0.02%544 -98-15.3% -$1.28万 减仓
SWK STANLEY BLACK & DECKER INC $7.10万0.02%999 -178-15.1% -$1.26万 减仓
NEM NEWMONT CORP $7.06万0.02%652 -83-11.3% -$8,985 减仓
IVV ISHARES TR $7.05万0.02%108 00.0% — 不变
DOW DOW HLDGS INC $6.43万0.02%1,543 00.0% — 不变
IWM ISHARES TR $6.40万0.02%258 00.0% — 不变
MMM 3M CO $6.36万0.02%438 -2-0.5% -$290 减仓
CMI CUMMINS INC $6.35万0.02%118 -21-15.1% -$1.13万 减仓
SOLS SOLSTICE ADVANCED MATLS INC $6.31万0.02%828 -595-41.8% -$4.53万 减仓
— WEBSTER FINL CORP $6.25万0.02%900 -707-44.0% -$4.91万 减仓
SPY STATE STR SPDR S&P 500 ETF T $6.11万0.02%94 00.0% — 不变
PANW PALO ALTO NETWORKS INC $6.03万0.02%376 -34-8.3% -$5,451 减仓
CE CELANESE CORP DEL $5.93万0.02%901 00.0% — 不变
LMT LOCKHEED MARTIN CORP $5.50万0.01%91 -7-7.1% -$4,231 减仓
— WARNER BROS DISCOVERY INC $5.36万0.01%1,952 00.0% — 不变
VLTO VERALTO CORP $5.26万0.01%595 00.0% — 不变
SMH VANECK ETF TRUST $5.25万0.01%137 00.0% — 不变
TYG TORTOISE ENERGY INFRSTRCTR C $5.23万0.01%1,049 -195-15.7% -$9,721 减仓
GILD GILEAD SCIENCES INC $5.21万0.01%374 -38-9.2% -$5,296 减仓
HL HECLA MINING COMPANY $5.03万0.01%2,700 2,700— $5.03万 新建仓
KMI KINDER MORGAN INC DEL $5.03万0.01%1,500 -118-7.3% -$3,957 减仓
XLK SELECT SECTOR SPDR TR $5.00万0.01%376 00.0% — 不变
MOAT VANECK ETF TRUST $4.96万0.01%513 00.0% — 不变
BNY BANK NEW YORK MELLON CORP $4.94万0.01%416 -55-11.7% -$6,525 减仓
GEHC GE HEALTHCARE TECHNOLOGIES I $4.93万0.01%692 00.0% — 不变
OMC OMNICOM GROUP INC $4.52万0.01%600 -162-21.3% -$1.22万 减仓
FMS FRESENIUS MEDICAL CARE AG $4.48万0.01%1,985 150.8% $338 加仓
DVN DEVON ENERGY CORP NEW $4.45万0.01%885 40.5% $201 加仓
XLV SELECT SECTOR SPDR TR $4.40万0.01%300 00.0% — 不变
VTI VANGUARD INDEX FDS $4.33万0.01%135 5977.6% $1.89万 加仓