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
ZETA ZETA GLOBAL HOLDINGS CORP $4.72万0.01%2,400 00.0% — 不变
NEM NEWMONT CORP $4.59万0.01%491 -161-24.7% -$1.50万 减仓
TMO THERMO FISHER SCIENTIFIC INC $4.56万0.01%91 -1,546-94.4% -$77.51万 减仓
VXUS VANGUARD STAR FDS $4.51万0.01%528 00.0% — 不变
GEHC GE HEALTHCARE TECHNOLOGIES I $4.43万0.01%692 00.0% — 不变
OMC OMNICOM GROUP INC $4.37万0.01%600 00.0% — 不变
HL HECLA MINING COMPANY $4.17万0.01%2,700 00.0% — 不变
CE CELANESE CORP DEL $4.15万0.01%901 00.0% — 不变
BNY BANK OF NY MELLON CORP $4.05万0.01%280 -136-32.7% -$1.97万 减仓
TYG TORTOISE ENERGY INFRSTRCTR C $3.90万0.01%909 -140-13.3% -$6,002 减仓
QXO QXO INC $3.80万0.01%2,200 1,500214.3% $2.59万 加仓
SLB SLB LIMITED $3.71万0.01%799 00.0% — 不变
DVN DEVON ENERGY CORP NEW $3.68万0.01%892 70.8% $289 加仓
TXT TEXTRON INC $3.68万0.01%401 00.0% — 不变
GILD GILEAD SCIENCES INC $3.65万0.01%289 -85-22.7% -$1.07万 减仓
BAX BAXTER INTL INC $3.64万0.01%1,706 -733-30.1% -$1.56万 减仓
KMI KINDER MORGAN INC DEL $3.63万0.01%1,136 -364-24.3% -$1.16万 减仓
— PROSHARES TR $3.59万0.01%420 00.0% — 不变
ING ING GROEP N.V. $3.53万0.01%1,124 00.0% — 不变
FMS FRESENIUS MEDICAL CARE AG $3.41万0.01%1,508 -477-24.0% -$1.08万 减仓
ARES ARES MANAGEMENT CORPORATION $3.33万0.01%299 -6-2.0% -$668 减仓
TRP TC ENERGY CORP $3.29万0.01%496 00.0% — 不变
SYY SYSCO CORP $3.28万0.01%393 205.4% $1,672 加仓
SCCO SOUTHERN COPPER CORP $3.17万0.01%182 -58-24.2% -$1.01万 减仓
MS MORGAN STANLEY $3.05万0.01%146 -97-39.9% -$2.03万 减仓
APA APA CORPORATION $3.04万0.01%932 00.0% — 不变
XLE SELECT SECTOR SPDR TR $3.03万0.01%570 376.9% $1,965 加仓
SRVR PACER FDS TR $3.02万0.01%952 952— $3.02万 新建仓
ALNY ALNYLAM PHARMACEUTICALS INC $3.01万0.01%100 00.0% — 不变
MDT MEDTRONIC PLC $3.00万0.01%384 -114-22.9% -$8,918 减仓
CLX CLOROX CO DEL $2.98万0.01%312 3311.8% $3,150 加仓
AMGN AMGEN INC $2.90万0.01%80 912.7% $3,259 加仓
CL COLGATE PALMOLIVE CO $2.89万0.01%315 -524-62.5% -$4.80万 减仓
BX BLACKSTONE INC $2.73万0.01%232 -46-16.5% -$5,413 减仓
UAL UNITED AIRLS HLDGS INC $2.72万0.01%200 00.0% — 不变
FAST FASTENAL CO $2.72万0.01%566 -293-34.1% -$1.41万 减仓
DOW DOW HLDGS INC $2.63万0.01%962 -581-37.7% -$1.59万 减仓
BBY BEST BUY INC $2.63万0.01%346 103.0% $759 加仓
MOS MOSAIC CO $2.60万0.01%1,227 70.6% $148 加仓
SPYV SPDR SERIES TRUST $2.55万0.01%420 00.0% — 不变
QSR RESTAURANT BRANDS INTL INC $2.54万0.01%350 319.7% $2,248 加仓
EQT EQT CORP $2.52万0.01%473 00.0% — 不变
XCEM COLUMBIA ETF TR II $2.25万0.01%426 426— $2.25万 新建仓
TFC TRUIST FINL CORP $2.24万0.00%449 00.0% — 不变
TD TORONTO DOMINION BK ONT $2.14万0.00%176 00.0% — 不变
NOW SERVICENOW INC $2.13万0.00%215 00.0% — 不变
IVE ISHARES TR $2.11万0.00%93 00.0% — 不变
ZBRA ZEBRA TECHNOLOGIES CORPORATI $2.11万0.00%80 00.0% — 不变
YUMC YUM CHINA HLDGS INC $2.04万0.00%500 00.0% — 不变
LW LAMB WESTON HLDGS INC $2.01万0.00%466 00.0% — 不变
NGVT INGEVITY CORP $1.94万0.00%260 00.0% — 不变
TGTX TG THERAPEUTICS INC $1.94万0.00%353 00.0% — 不变
CAG CONAGRA BRANDS INC $1.88万0.00%1,400 00.0% — 不变
EBAY EBAY INC. $1.87万0.00%167 -8-4.6% -$894 减仓
KEYS KEYSIGHT TECHNOLOGIES INC $1.75万0.00%50 00.0% — 不变
FDS FACTSET RESH SYS INC $1.73万0.00%75 00.0% — 不变
IYH ISHARES TR $1.71万0.00%255 00.0% — 不变
FIX COMFORT SYS USA INC $1.59万0.00%8 233.3% $3,964 加仓
SHOP SHOPIFY INC $1.55万0.00%136 00.0% — 不变
IEI ISHARES TR $1.55万0.00%132 132— $1.55万 新建仓
TER TERADYNE INC $1.55万0.00%32 17113.3% $8,225 加仓
APD AIR PRODUCTS AND CHEMICALS I $1.52万0.00%52 -2,735-98.1% -$80.19万 减仓
ARKW ARK ETF TR $1.50万0.00%104 57121.3% $8,234 加仓
IYJ ISHARES TR $1.48万0.00%89 89— $1.48万 新建仓
A AGILENT TECHNOLOGIES INC $1.46万0.00%110 00.0% — 不变
NAD NUVEEN QUALITY MUNCP INCOME $1.42万0.00%1,175 00.0% — 不变
RLYB RALLYBIO CORP $1.30万0.00%812 00.0% — 不变
PYPL PAYPAL HLDGS INC $1.30万0.00%300 00.0% — 不变
— ISHARES TR $1.26万0.00%480 00.0% — 不变
WSO WATSCO INC $1.25万0.00%30 -34-53.1% -$1.42万 减仓
VSS VANGUARD INTL EQUITY INDEX F $1.23万0.00%80 00.0% — 不变
KHC KRAFT HEINZ CO $1.22万0.00%518 91.8% $212 加仓
VOX VANGUARD WORLD FD $1.20万0.00%65 -93-58.9% -$1.71万 减仓
COP CONOCOPHILLIPS $1.19万0.00%114 00.0% — 不变
NWN NORTHWEST NAT HLDG CO $1.15万0.00%235 00.0% — 不变
VEU VANGUARD INTL EQUITY INDEX F $1.15万0.00%137 00.0% — 不变
QTUM ETF SER SOLUTIONS $1.09万0.00%66 66— $1.09万 新建仓
TTWO TAKE-TWO INTERACTIVE SOFTWAR $1.05万0.00%42 00.0% — 不变
ICHR ICHOR HOLDINGS $1.04万0.00%93 00.0% — 不变
PGR PROGRESSIVE CORP $9,8310.00%45 00.0% — 不变
AZO AUTOZONE INC $9,5880.00%3 00.0% — 不变
TSCO TRACTOR SUPPLY CO $9,4830.00%300 00.0% — 不变
RIVN RIVIAN AUTOMOTIVE INC $9,1960.00%530 00.0% — 不变
HPQ HP INC $9,0620.00%413 -35-7.8% -$768 减仓
XRNPX COHEN & STEERS REIT & PFD & $9,0140.00%444 00.0% — 不变
TRMB TRIMBLE INC $8,9570.00%175 00.0% — 不变
VEEV VEEVA SYS INC $8,8740.00%50 00.0% — 不变
— MAYFAIR GOLD CORP $8,5930.00%3,500 00.0% — 不变
— SANTACRUZ SILVER MNG LTD $8,0610.00%1,242 -1,000-44.6% -$6,490 减仓
BTE BAYTEX ENERGY CORP $8,0000.00%2,000 00.0% — 不变
ASML ASML HLDG NV $7,9580.00%4 00.0% — 不变
ADI ANALOG DEVICES INC $7,9440.00%20 00.0% — 不变
— WISDOMTREE TR $7,0820.00%54 54— $7,082 新建仓
NB NIOCORP DEVS LTD $6,9890.00%1,450 00.0% — 不变
IBIT ISHARES BITCOIN TRUST ETF $6,6580.00%200 00.0% — 不变
SRE SEMPRA $6,5830.00%71 -28-28.3% -$2,596 减仓
COIN COINBASE GLOBAL INC $5,8480.00%40 00.0% — 不变
RBLX ROBLOX CORP $5,8190.00%107 00.0% — 不变
INCY INCYTE CORP $5,4420.00%48 -9-15.8% -$1,020 减仓
NTRA NATERA INC $5,4290.00%20 00.0% — 不变