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
VOOG VANGUARD ADMIRAL FDS INC $4.32万0.01%106 -25-19.1% -$1.02万 减仓
MDT MEDTRONIC PLC $4.32万0.01%498 00.0% — 不变
ABBV ABBVIE INC $4.15万0.01%191 00.0% — 不变
SCCO SOUTHERN COPPER CORP $4.13万0.01%240 -83-25.7% -$1.43万 减仓
SLB SLB LIMITED $4.11万0.01%799 00.0% — 不变
BAX BAXTER INTL INC $4.10万0.01%2,439 52027.1% $8,737 加仓
VXUS VANGUARD STAR FDS $4.07万0.01%528 00.0% — 不变
MS MORGAN STANLEY $4.00万0.01%243 -26-9.7% -$4,279 减仓
FAST FASTENAL CO $3.99万0.01%859 -71-7.6% -$3,294 减仓
APA APA CORPORATION $3.96万0.01%932 -102-9.9% -$4,329 减仓
OKTA OKTA INC $3.94万0.01%500 00.0% — 不变
ZETA ZETA GLOBAL HOLDINGS CORP $3.82万0.01%2,400 2,400— $3.82万 新建仓
TXT TEXTRON INC $3.51万0.01%401 00.0% — 不变
ILMN ILLUMINA INC $3.39万0.01%275 00.0% — 不变
ARES ARES MANAGEMENT CORPORATION $3.33万0.01%305 6326.0% $6,873 加仓
ALNY ALNYLAM PHARMACEUTICALS INC $3.31万0.01%100 00.0% — 不变
XLE SELECT SECTOR SPDR TR $3.27万0.01%533 18754.0% $1.15万 加仓
IP INTERNATIONAL PAPER CO $3.24万0.01%908 00.0% — 不变
BX BLACKSTONE INC $3.20万0.01%278 3413.9% $3,910 加仓
MOS MOSAIC CO $3.11万0.01%1,220 1,220— $3.11万 新建仓
TRP TC ENERGY CORP $3.10万0.01%496 00.0% — 不变
— PROSHARES TR $3.08万0.01%420 00.0% — 不变
EQT EQT CORP $3.01万0.01%473 00.0% — 不变
ING ING GROEP N.V. $2.93万0.01%1,124 00.0% — 不变
CLX CLOROX CO DEL $2.89万0.01%279 3112.5% $3,213 加仓
VOX VANGUARD WORLD FD $2.84万0.01%158 00.0% — 不变
— COTERRA ENERGY INC $2.74万0.01%779 -176-18.4% -$6,185 减仓
SYY SYSCO CORP $2.66万0.01%373 -21-5.3% -$1,498 减仓
SGVT SCHWAB STRATEGIC TR $2.61万0.01%259 -265-50.6% -$2.67万 减仓
AMD ADVANCED MICRO DEVICES INC $2.50万0.01%123 -6-4.7% -$1,221 减仓
AMGN AMGEN INC $2.50万0.01%71 -14-16.5% -$4,926 减仓
YUMC YUM CHINA HLDGS INC $2.44万0.01%500 00.0% — 不变
SPYV SPDR SERIES TRUST $2.38万0.01%420 00.0% — 不变
QSR RESTAURANT BRANDS INTL INC $2.36万0.01%319 -28-8.1% -$2,069 减仓
WSO WATSCO INC $2.33万0.01%64 1223.1% $4,366 加仓
NOW SERVICENOW INC $2.25万0.01%215 00.0% — 不变
CAG CONAGRA BRANDS INC $2.20万0.01%1,400 00.0% — 不变
BBY BEST BUY INC $2.16万0.01%336 3511.6% $2,247 加仓
TFC TRUIST FINL CORP $2.06万0.01%449 00.0% — 不变
XLI SELECT SECTOR SPDR TR $2.04万0.01%126 00.0% — 不变
LW LAMB WESTON HLDGS INC $1.97万0.01%466 00.0% — 不变
IVE ISHARES TR $1.96万0.01%93 00.0% — 不变
— SANTACRUZ SILVER MNG LTD $1.95万0.00%2,242 2,242— $1.95万 新建仓
NGVT INGEVITY CORP $1.85万0.00%260 00.0% — 不变
UAL UNITED AIRLS HLDGS INC $1.84万0.00%200 00.0% — 不变
ZBRA ZEBRA TECHNOLOGIES CORPORATI $1.67万0.00%80 -80-50.0% -$1.67万 减仓
UL UNILEVER PLC $1.65万0.00%289 00.0% — 不变
TD TORONTO DOMINION BK ONT $1.64万0.00%176 00.0% — 不变
FDS FACTSET RESH SYS INC $1.63万0.00%75 00.0% — 不变
SHOP SHOPIFY INC $1.61万0.00%136 00.0% — 不变
EBAY EBAY INC. $1.59万0.00%175 00.0% — 不变
IYH ISHARES TR $1.57万0.00%255 00.0% — 不变
COP CONOCOPHILLIPS $1.50万0.00%114 10.9% $132 加仓
KEYS KEYSIGHT TECHNOLOGIES INC $1.41万0.00%50 00.0% — 不变
QXO QXO INC $1.36万0.00%700 00.0% — 不变
TSCO TRACTOR SUPPLY CO $1.36万0.00%300 00.0% — 不变
PYPL PAYPAL HLDGS INC $1.36万0.00%300 -51-14.5% -$2,307 减仓
NAD NUVEEN QUALITY MUNCP INCOME $1.35万0.00%1,175 00.0% — 不变
A AGILENT TECHNOLOGIES INC $1.25万0.00%110 00.0% — 不变
— ISHARES TR $1.25万0.00%480 00.0% — 不变
NWN NORTHWEST NAT HLDG CO $1.25万0.00%235 00.0% — 不变
TGTX TG THERAPEUTICS INC $1.17万0.00%353 00.0% — 不变
VSS VANGUARD INTL EQUITY INDEX F $1.17万0.00%80 00.0% — 不变
KHC KRAFT HEINZ CO $1.14万0.00%509 509— $1.14万 新建仓
TRMB TRIMBLE INC $1.14万0.00%175 00.0% — 不变
— MAYFAIR GOLD CORP $1.08万0.00%3,500 3,500— $1.08万 新建仓
VEU VANGUARD INTL EQUITY INDEX F $1.03万0.00%137 00.0% — 不变
AZO AUTOZONE INC $1.01万0.00%3 3— $1.01万 新建仓
SRE SEMPRA $9,6200.00%99 -3-2.9% -$292 减仓
EWJV ISHARES TR $9,2170.00%216 216— $9,217 新建仓
BTE BAYTEX ENERGY CORP $8,9400.00%2,000 00.0% — 不变
PGR PROGRESSIVE CORP $8,9210.00%45 45— $8,921 新建仓
VEEV VEEVA SYS INC $8,7830.00%50 00.0% — 不变
XRNPX COHEN & STEERS REIT & PFD & $8,7740.00%444 00.0% — 不变
HPQ HP INC $8,6070.00%448 7219.1% $1,383 加仓
TTWO TAKE-TWO INTERACTIVE SOFTWAR $8,2950.00%42 00.0% — 不变
FIX COMFORT SYS USA INC $8,2740.00%6 6— $8,274 新建仓
RIVN RIVIAN AUTOMOTIVE INC $7,9770.00%530 00.0% — 不变
IBIT ISHARES BITCOIN TRUST ETF $7,6840.00%200 -35-14.9% -$1,345 减仓
FTNT FORTINET INC $7,6820.00%94 -110-53.9% -$8,990 减仓
RLYB RALLYBIO CORP $7,2840.00%812 -5,688-87.5% -$5.10万 减仓
COIN COINBASE GLOBAL INC $6,9850.00%40 00.0% — 不变
RIG TRANSOCEAN LTD $6,6300.00%1,000 1,000— $6,630 新建仓
SOLV SOLVENTUM CORP $6,5300.00%100 00.0% — 不变
NB NIOCORP DEVS LTD $6,4670.00%1,450 00.0% — 不变
ADI ANALOG DEVICES INC $6,3630.00%20 00.0% — 不变
— FURY GOLD MINES LIMITED $6,0910.00%10,000 10,000— $6,091 新建仓
RBLX ROBLOX CORP $6,0520.00%107 -59-35.5% -$3,337 减仓
ARKW ARK ETF TR $5,6340.00%47 00.0% — 不变
IDXX IDEXX LABS INC $5,6190.00%10 00.0% — 不变
CRM SALESFORCE INC $5,6010.00%30 00.0% — 不变
INCY INCYTE CORP $5,3650.00%57 00.0% — 不变
ASML ASML HLDG NV $5,2840.00%4 00.0% — 不变
EW EDWARDS LIFESCIENCES CORP $5,0460.00%63 00.0% — 不变
MTD METTLER TOLEDO INTERNATIONAL $5,0450.00%4 00.0% — 不变
RHI ROBERT HALF INC. $5,0040.00%197 4126.3% $1,041 加仓
KD KYNDRYL HLDGS INC $4,9860.00%380 00.0% — 不变
DECK DECKERS OUTDOOR CORP $4,9050.00%49 00.0% — 不变
MEDP MEDPACE HLDGS INC $4,8020.00%10 00.0% — 不变
IGV ISHARES TR $4,7230.00%59 59— $4,723 新建仓