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
DE DEERE & CO $60.26万0.13%950 00.0% — 不变
COF CAPITAL ONE FINL CORP $60.19万0.13%3,000 00.0% — 不变
BMY BRISTOL-MYERS SQUIBB CO $58.67万0.13%10,183 -819-7.4% -$4.72万 减仓
NFG NATIONAL FUEL GAS CO $54.56万0.12%7,066 00.0% — 不变
FENC FENNEC PHARMACEUTICALS INC $54.44万0.12%50,646 00.0% — 不变
PM PHILIP MORRIS INTL INC $54.07万0.12%2,989 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
WFC WELLS FARGO & CO $52.89万0.12%6,400 00.0% — 不变
KMB KIMBERLY-CLARK CORP $52.31万0.12%4,765 -477-9.1% -$5.24万 减仓
HIG HARTFORD INSURANCE GROUP INC $51.31万0.11%3,872 00.0% — 不变
MCD MCDONALDS CORP $51.09万0.11%1,890 -14-0.7% -$3,784 减仓
NSC NORFOLK SOUTHN CORP $49.93万0.11%1,587 00.0% — 不变
SO SOUTHERN CO $47.85万0.11%5,000 00.0% — 不变
ET ENERGY TRANSFER L P $47.43万0.11%24,805 -1,577-6.0% -$3.02万 减仓
PSX PHILLIPS 66 $46.70万0.10%2,762 -72-2.5% -$1.22万 减仓
TSLA TESLA INC $45.42万0.10%1,080 00.0% — 不变
— INVESCO EXCHANGE TRADED FD T $44.44万0.10%11,500 00.0% — 不变
OTIS OTIS WORLDWIDE CORP $39.21万0.09%5,477 00.0% — 不变
D DOMINION ENERGY INC $37.12万0.08%5,435 00.0% — 不变
REGL PROSHARES TR $36.63万0.08%4,000 00.0% — 不变
NUE NUCOR CORP $33.41万0.07%1,500 00.0% — 不变
YUM YUM BRANDS INC $29.30万0.07%1,833 00.0% — 不变
AEP AMERICAN ELEC PWR CO INC $27.36万0.06%2,000 00.0% — 不变
CSCO CISCO SYS INC $27.18万0.06%2,314 00.0% — 不变
MA MASTERCARD INCORPORATED $27.12万0.06%528 00.0% — 不变
GJUL FIRST TR EXCHNG TRADED FD VI $27.03万0.06%6,215 -3,575-36.5% -$15.55万 减仓
OKE ONEOK INC NEW $25.65万0.06%2,950 90.3% $782 加仓
AVGO BROADCOM INC $24.29万0.05%643 400164.6% $15.11万 加仓
HSY HERSHEY CO $23.48万0.05%1,338 00.0% — 不变
IVV ISHARES TR $23.23万0.05%310 202187.0% $15.14万 加仓
PLTR PALANTIR TECHNOLOGIES INC $22.52万0.05%1,930 18010.3% $2.10万 加仓
IYW ISHARES TR $20.76万0.05%823 27650.5% $6.96万 加仓
RCL ROYAL CARIBBEAN GROUP $20.10万0.04%633 10.2% $318 加仓
CMCSA COMCAST CORP NEW $19.35万0.04%7,880 -167-2.1% -$4,100 减仓
MO ALTRIA GROUP INC $18.66万0.04%2,594 00.0% — 不变
ADBE ADOBE INC $17.75万0.04%866 00.0% — 不变
GIS GENERAL MILLS INC $17.40万0.04%5,000 1,00025.0% $3.48万 加仓
AWK AMERICAN WTR WKS CO INC NEW $16.75万0.04%1,273 1,26211,472.7% $16.61万 加仓
QCOM QUALCOMM INC $16.72万0.04%905 -17-1.8% -$3,141 减仓
VZ VERIZON COMMUNICATIONS INC $16.67万0.04%3,937 00.0% — 不变
NGG NATIONAL GRID PLC $16.57万0.04%2,000 00.0% — 不变
SCHW SCHWAB CHARLES CORP $16.07万0.04%1,742 00.0% — 不变
PFE PFIZER INC $15.48万0.03%6,429 00.0% — 不变
FDXF FEDEX FGHT HLDG CO INC $15.10万0.03%1,000 1,000— $15.10万 新建仓
XLF SELECT SECTOR SPDR TR $14.95万0.03%2,789 1897.3% $1.01万 加仓
ELV ELEVANCE HEALTH INC FORMERLY $14.70万0.03%380 00.0% — 不变
NI NISOURCE INC $14.27万0.03%3,000 00.0% — 不变
KOF COCA-COLA FEMSA SAB DE CV $13.79万0.03%1,298 -155-10.7% -$1.65万 减仓
SWK STANLEY BLACK & DECKER INC $13.50万0.03%1,434 43543.5% $4.09万 加仓
PSA PUBLIC STORAGE $13.11万0.03%412 00.0% — 不变
UGI UGI CORP NEW $12.97万0.03%3,754 00.0% — 不变
ABEV AMBEV SA $12.96万0.03%41,265 -5,070-10.9% -$1.59万 减仓
PANW PALO ALTO NETWORKS INC $12.82万0.03%376 00.0% — 不变
IYC ISHARES TR $12.59万0.03%1,245 1,245— $12.59万 新建仓
USB US BANCORP $12.08万0.03%2,000 00.0% — 不变
IWM ISHARES TR $12.08万0.03%402 14455.8% $4.33万 加仓
WY WEYERHAEUSER CO $12.08万0.03%5,045 -141-2.7% -$3,376 减仓
SW SMURFIT WESTROCK PLC $12.05万0.03%2,605 00.0% — 不变
IR INGERSOLL RAND INC $11.80万0.03%1,439 00.0% — 不变
T AT&T INC $11.53万0.03%5,570 00.0% — 不变
TGT TARGET CORP $11.04万0.02%845 00.0% — 不变
PCAR PACCAR INC $10.59万0.02%882 00.0% — 不变
C CITIGROUP INC $10.09万0.02%721 00.0% — 不变
IBRX IMMUNITYBIO INC $10.07万0.02%11,498 -1,500-11.5% -$1.31万 减仓
IWP ISHARES TR $9.74万0.02%665 665— $9.74万 新建仓
RF REGIONS FINANCIAL CORP NEW $9.66万0.02%3,200 00.0% — 不变
Q QNITY ELECTRONICS INC $9.64万0.02%590 -250-29.8% -$4.08万 减仓
NTAP NETAPP INC $9.25万0.02%598 -255-29.9% -$3.95万 减仓
TRV TRAVELERS COMPANIES INC $9.18万0.02%278 00.0% — 不变
FTV FORTIVE CORP $9.18万0.02%1,502 -89-5.6% -$5,437 减仓
SMH VANECK ETF TRUST $8.99万0.02%137 00.0% — 不变
VHT VANGUARD WORLD FD $8.88万0.02%297 00.0% — 不变
CNP CENTERPOINT ENERGY INC $8.81万0.02%2,000 00.0% — 不变
ARKK ARK ETF TR $8.63万0.02%1,068 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $7.96万0.02%1,948 00.0% — 不变
DIVI FRANKLIN TEMPLETON ETF TR $7.83万0.02%1,834 -68-3.6% -$2,905 减仓
AMD ADVANCED MICRO DEVICES INC $7.38万0.02%127 43.3% $2,324 加仓
XBI SPDR SERIES TRUST $7.20万0.02%455 455— $7.20万 新建仓
XLK SELECT SECTOR SPDR TR $7.16万0.02%376 00.0% — 不变
MMM 3M CO $7.03万0.02%434 -4-0.9% -$648 减仓
SPY STATE STR SPDR S&P 500 ETF T $7.02万0.02%94 00.0% — 不变
DUK DUKE ENERGY CORP NEW $6.89万0.02%544 00.0% — 不变
— WEBSTER FINL CORP $6.88万0.02%900 00.0% — 不变
DRI DARDEN RESTAURANTS INC $6.86万0.02%333 -65-16.3% -$1.34万 减仓
OKTA OKTA INC $6.82万0.02%500 00.0% — 不变
CMI CUMMINS INC $6.56万0.01%92 -26-22.0% -$1.85万 减仓
SOLS SOLSTICE ADVANCED MATLS INC $6.53万0.01%737 -91-11.0% -$8,063 减仓
RYAM RAYONIER ADVANCED MATLS INC $6.29万0.01%8,000 00.0% — 不变
ICE INTERCONTINENTAL EXCHANGE IN $6.16万0.01%500 00.0% — 不变
MOAT VANECK ETF TRUST $5.33万0.01%513 00.0% — 不变
VLTO VERALTO CORP $5.28万0.01%595 00.0% — 不变
VOOG VANGUARD ADMIRAL FDS INC $5.25万0.01%636 00.0% — 不变
— WARNER BROS DISCOVERY INC $5.20万0.01%1,952 00.0% — 不变
LMT LOCKHEED MARTIN CORP $5.20万0.01%102 1112.1% $5,604 加仓
VIG VANGUARD SPECIALIZED FUNDS $5.09万0.01%215 215— $5.09万 新建仓
GVI ISHARES TR $4.98万0.01%469 469— $4.98万 新建仓
VTI VANGUARD INDEX FDS $4.96万0.01%134 -1-0.7% -$370 减仓
IEF ISHARES TR $4.93万0.01%521 521— $4.93万 新建仓
ILMN ILLUMINA INC $4.84万0.01%275 00.0% — 不变
ABBV ABBVIE INC $4.81万0.01%191 00.0% — 不变