Hartford Financial Management Inc.
WEST HARTFORD CT · SEC CIK 0001352526
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| JCPB | J P MORGAN EXCHANGE TRADED F | $3,324.42万 | 8.47% | 706,122 | -19,613 | -2.7% | -$92.34万 | 减仓 |
| JPSE | J P MORGAN EXCHANGE TRADED F | $1,725.50万 | 4.40% | 329,105 | -4,283 | -1.3% | -$22.46万 | 减仓 |
| AAPL | APPLE INC | $1,633.03万 | 4.16% | 64,346 | -1,130 | -1.7% | -$28.68万 | 减仓 |
| VGT | VANGUARD WORLD FD | $1,552.74万 | 3.96% | 22,254 | -247 | -1.1% | -$17.23万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $1,422.12万 | 3.62% | 284,481 | 15,202 | 5.6% | $75.99万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,252.86万 | 3.19% | 71,839 | 902 | 1.3% | $15.73万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,131.29万 | 2.88% | 30,561 | 2,852 | 10.3% | $105.57万 | 加仓 |
| AMAT | APPLIED MATLS INC | $1,096.53万 | 2.79% | 32,082 | -3,101 | -8.8% | -$105.99万 | 减仓 |
| PAAA | PGIM ETF TR | $993.00万 | 2.53% | 194,021 | 630 | 0.3% | $3.22万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $857.52万 | 2.19% | 29,151 | 601 | 2.1% | $17.68万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $797.52万 | 2.03% | 8,004 | 26 | 0.3% | $2.59万 | 加仓 |
| GOOG | ALPHABET INC | $748.85万 | 1.91% | 26,105 | -2,139 | -7.6% | -$61.36万 | 减仓 |
| DAUG | FIRST TR EXCHNG TRADED FD VI | $703.20万 | 1.79% | 161,461 | 354 | 0.2% | $1.54万 | 加仓 |
| CAT | CATERPILLAR INC | $633.36万 | 1.61% | 8,940 | -553 | -5.8% | -$39.18万 | 减仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $573.36万 | 1.46% | 72,085 | 3,381 | 4.9% | $26.89万 | 加仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $561.26万 | 1.43% | 27,948 | -1,207 | -4.1% | -$24.24万 | 减仓 |
| DDEC | FIRST TR EXCHNG TRADED FD VI | $525.89万 | 1.34% | 118,765 | 6,128 | 5.4% | $27.13万 | 加仓 |
| HD | HOME DEPOT INC | $521.58万 | 1.33% | 15,859 | -70 | -0.4% | -$2.30万 | 减仓 |
| — | GMO ETF TRUST | $521.29万 | 1.33% | 208,734 | 208,734 | — | $521.29万 | 新建仓 |
| — | EXXON MOBIL CORP | $519.24万 | 1.32% | 30,605 | -1,654 | -5.1% | -$28.06万 | 减仓 |
| ORCL | ORACLE CORP | $517.29万 | 1.32% | 35,164 | 8,095 | 29.9% | $119.08万 | 加仓 |
| CSX | CSX CORP | $505.87万 | 1.29% | 123,231 | -4,154 | -3.3% | -$17.05万 | 减仓 |
| QLTY | GMO ETF TRUST | $498.71万 | 1.27% | 137,840 | 137,840 | — | $498.71万 | 新建仓 |
| DBEF | DBX ETF TR | $486.22万 | 1.24% | 98,425 | 98,425 | — | $486.22万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $467.89万 | 1.19% | 9,764 | 189 | 2.0% | $9.06万 | 加仓 |
| V | VISA INC | $463.69万 | 1.18% | 15,342 | 1,382 | 9.9% | $41.77万 | 加仓 |
| RTX | RTX CORPORATION | $455.89万 | 1.16% | 23,634 | -919 | -3.7% | -$17.73万 | 减仓 |
| AMZN | AMAZON COM INC | $444.41万 | 1.13% | 21,338 | 550 | 2.6% | $11.45万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $410.14万 | 1.05% | 12,136 | -1,495 | -11.0% | -$50.52万 | 减仓 |
| META | META PLATFORMS INC | $385.88万 | 0.98% | 6,745 | 1,308 | 24.1% | $74.83万 | 加仓 |
| ARKQ | ARK ETF TR | $368.87万 | 0.94% | 32,803 | -63 | -0.2% | -$7,084 | 减仓 |
| KLAC | KLA CORP | $365.31万 | 0.93% | 2,481 | -403 | -14.0% | -$59.34万 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $353.58万 | 0.90% | 78,121 | -126 | -0.2% | -$5,703 | 减仓 |
| — | HONEYWELL INTL INC | $349.92万 | 0.89% | 15,481 | -346 | -2.2% | -$7.82万 | 减仓 |
| CME | CME GROUP INC | $325.53万 | 0.83% | 11,022 | 222 | 2.1% | $6.56万 | 加仓 |
| CVX | CHEVRON CORPORATION | $313.03万 | 0.80% | 15,129 | -593 | -3.8% | -$12.27万 | 减仓 |
| UNP | UNION PAC CORP | $311.27万 | 0.79% | 12,829 | -351 | -2.7% | -$8.52万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $298.36万 | 0.76% | 14,684 | 1,169 | 8.6% | $23.75万 | 加仓 |
| GLW | CORNING INC | $292.95万 | 0.75% | 21,546 | -800 | -3.6% | -$10.88万 | 减仓 |
| BAC | BANK AMERICA CORP | $282.00万 | 0.72% | 57,847 | 2,317 | 4.2% | $11.30万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $279.18万 | 0.71% | 3,300 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $276.94万 | 0.71% | 17,341 | 550 | 3.3% | $8.78万 | 加仓 |
| DIS | DISNEY WALT CO | $264.34万 | 0.67% | 27,426 | 177 | 0.6% | $1.71万 | 加仓 |
| DHR | DANAHER CORP DEL | $263.00万 | 0.67% | 13,871 | -378 | -2.7% | -$7.17万 | 减仓 |
| NFLX | NETFLIX INC. | $259.78万 | 0.66% | 27,018 | 3,349 | 14.1% | $32.20万 | 加仓 |
| — | GOLDMAN SACHS ETF TR | $252.15万 | 0.64% | 53,202 | 943 | 1.8% | $4.47万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $243.23万 | 0.62% | 23,691 | -406 | -1.7% | -$4.17万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $231.89万 | 0.59% | 9,487 | -996 | -9.5% | -$24.35万 | 减仓 |
| WMB | WILLIAMS COS INC | $228.34万 | 0.58% | 31,374 | -2,313 | -6.9% | -$16.83万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $224.65万 | 0.57% | 44,389 | -1,797 | -3.9% | -$9.09万 | 减仓 |
| GPC | GENUINE PARTS CO | $222.25万 | 0.57% | 21,017 | -60 | -0.3% | -$6,345 | 减仓 |
| ENB | ENBRIDGE INC | $211.44万 | 0.54% | 39,055 | -782 | -2.0% | -$4.23万 | 减仓 |
| PEP | PEPSICO INC | $205.32万 | 0.52% | 13,222 | 174 | 1.3% | $2.70万 | 加仓 |
| PLD | PROLOGIS INC. | $204.96万 | 0.52% | 15,506 | -441 | -2.8% | -$5.83万 | 减仓 |
| MPC | MARATHON PETE CORP | $201.17万 | 0.51% | 8,239 | -532 | -6.1% | -$12.99万 | 减仓 |
| WMT | WALMART INC | $199.74万 | 0.51% | 16,072 | -8 | -0.0% | -$994 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $196.71万 | 0.50% | 34,128 | 1,800 | 5.6% | $10.38万 | 加仓 |
| MRK | MERCK & CO INC | $194.82万 | 0.50% | 16,196 | -1,366 | -7.8% | -$16.43万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $190.18万 | 0.48% | 25,293 | -54,182 | -68.2% | -$407.39万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $178.72万 | 0.46% | 6,605 | 477 | 7.8% | $12.91万 | 加仓 |
| GOOGL | ALPHABET INC | $173.83万 | 0.44% | 6,045 | -8 | -0.1% | -$2,300 | 减仓 |
| RSPH | INVESCO EXCHANGE TRADED FD T | $168.43万 | 0.43% | 55,784 | -327 | -0.6% | -$9,873 | 减仓 |
| SPYM | SPDR SERIES TRUST | $153.89万 | 0.39% | 20,106 | 883 | 4.6% | $6.76万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $149.38万 | 0.38% | 10,342 | 141 | 1.4% | $2.04万 | 加仓 |
| TXN | TEXAS INSTRS INC | $149.25万 | 0.38% | 7,688 | -31 | -0.4% | -$6,018 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $146.99万 | 0.37% | 6,064 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $139.69万 | 0.36% | 5,912 | -99 | -1.6% | -$2.34万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $136.26万 | 0.35% | 1,522 | -65 | -4.1% | -$5.82万 | 减仓 |
| GLD | SPDR GOLD TR | $120.70万 | 0.31% | 2,805 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $117.48万 | 0.30% | 31,045 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $117.22万 | 0.30% | 5,101 | -1 | -0.0% | -$230 | 减仓 |
| RYN | RAYONIER INC | $112.25万 | 0.29% | 54,438 | 52,706 | 3,043.1% | $108.68万 | 加仓 |
| DJUL | FIRST TR EXCHNG TRADED FD VI | $111.43万 | 0.28% | 23,841 | -3,391 | -12.5% | -$15.85万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $106.76万 | 0.27% | 18,162 | -2,865 | -13.6% | -$16.84万 | 减仓 |
| CI | THE CIGNA GROUP | $101.34万 | 0.26% | 3,799 | -21 | -0.5% | -$5,602 | 减仓 |
| BA | BOEING CO | $93.17万 | 0.24% | 4,681 | -115 | -2.4% | -$2.29万 | 减仓 |
| PULS | PGIM ETF TR | $86.57万 | 0.22% | 17,488 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $82.26万 | 0.21% | 894 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $81.37万 | 0.21% | 2,690 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $80.96万 | 0.21% | 2,787 | 67 | 2.5% | $1.95万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $80.46万 | 0.21% | 1,637 | 30 | 1.9% | $1.47万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $80.07万 | 0.20% | 1,737 | 66 | 3.9% | $3.04万 | 加仓 |
| PAYX | PAYCHEX INC | $79.64万 | 0.20% | 8,645 | 42 | 0.5% | $3,869 | 加仓 |
| VOO | VANGUARD INDEX FDS | $76.55万 | 0.20% | 1,281 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $74.06万 | 0.19% | 10,312 | -246 | -2.3% | -$1.77万 | 减仓 |
| QQQ | INVESCO QQQ TR | $72.50万 | 0.18% | 1,256 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $71.24万 | 0.18% | 2,000 | 0 | 0.0% | — | 不变 |
| EL | LAUDER ESTEE COS INC | $68.25万 | 0.17% | 9,509 | 438 | 4.8% | $3.14万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $68.01万 | 0.17% | 1,632 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $67.29万 | 0.17% | 8,848 | 2,433 | 37.9% | $18.50万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $66.73万 | 0.17% | 11,002 | -476 | -4.1% | -$2.89万 | 减仓 |
| IWF | ISHARES TR | $66.67万 | 0.17% | 1,564 | 30 | 2.0% | $1.28万 | 加仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $66.47万 | 0.17% | 29,766 | 0 | 0.0% | — | 不变 |
| NFG | NATIONAL FUEL GAS CO | $66.39万 | 0.17% | 7,066 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $66.22万 | 0.17% | 3,450 | -403 | -10.5% | -$7.73万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $62.22万 | 0.16% | 11,050 | -19 | -0.2% | -$1,070 | 减仓 |
| GE | GE AEROSPACE | $61.21万 | 0.16% | 2,157 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $59.17万 | 0.15% | 1,904 | -2 | -0.1% | -$622 | 减仓 |
| KEY | KEYCORP | $55.26万 | 0.14% | 27,563 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $54.73万 | 0.14% | 3,000 | 0 | 0.0% | — | 不变 |