Connecticut Wealth Management, LLC
FARMINGTON CT · SEC CIK 0001689829
$23.86亿2026Q1 申报市值
327持仓数
57.0%前十大占比 · 第一大 10.2%
27 / 14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
IEMG 加仓+$8,999.19万
SPYV 加仓+$3,622.69万
IBTH 加仓+$2,310.37万
IEFA 加仓+$2,127.94万
SPYG 加仓+$1,664.67万
2026Q1 卖出最多 按季末市值估算
IJH 减仓-$2,688.69万
QUAL 减仓-$726.90万
VO 减仓-$552.25万
ICF 减仓-$537.50万
IJR 减仓-$466.22万
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 |
|---|---|---|---|---|---|---|---|---|
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -2,545 | -100.0% | -$46.79万 | 清仓 |
| SONY | SONY GROUP CORP | $0 | 0.00% | 0 | -11,180 | -100.0% | -$28.62万 | 清仓 |
| NVS | NOVARTIS AG | $0 | 0.00% | 0 | -2,040 | -100.0% | -$28.13万 | 清仓 |
| TRMB | TRIMBLE INC | $0 | 0.00% | 0 | -3,548 | -100.0% | -$27.80万 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -4,056 | -100.0% | -$27.24万 | 清仓 |
| RGEN | REPLIGEN CORP | $0 | 0.00% | 0 | -1,561 | -100.0% | -$25.58万 | 清仓 |
| VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| INTC | INTEL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BDX | BECTON DICKINSON & CO | $0 | 0.00% | 0 | -1,211 | -100.0% | -$23.50万 | 清仓 |
| OLED | UNIVERSAL DISPLAY CORP | $0 | 0.00% | 0 | -2,000 | -100.0% | -$23.36万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -3,532 | -100.0% | -$22.50万 | 清仓 |
| CRDO | CREDO TECHNOLOGY GROUP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TOST | TOAST INC | $0 | 0.00% | 0 | -5,927 | -100.0% | -$21.05万 | 清仓 |
| NDAQ | NASDAQ INC | $0 | 0.00% | 0 | -2,111 | -100.0% | -$20.50万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -2,503 | -100.0% | -$20.45万 | 清仓 |
| LNC | LINCOLN NATL CORP IND | $0 | 0.00% | 0 | -4,541 | -100.0% | -$20.22万 | 清仓 |
| ITOT | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| F | FORD MTR CO | $0 | 0.00% | 0 | -11,547 | -100.0% | -$15.15万 | 清仓 |
| — | TRISALUS LIFE SCIENCES INC | $8.92万 | 0.00% | 22,303 | 0 | 0.0% | — | 不变 |
| SDGR | SCHRODINGER INC | $13.15万 | 0.01% | 11,576 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $20.06万 | 0.01% | 546 | 546 | — | $20.06万 | 新建仓 |
| QUIK | QUICKLOGIC CORP | $20.20万 | 0.01% | 21,534 | -10,666 | -33.1% | -$10.00万 | 减仓 |
| MO | ALTRIA GROUP INC | $20.40万 | 0.01% | 3,091 | 3,091 | — | $20.40万 | 新建仓 |
| DFAX | DIMENSIONAL ETF TRUST | $20.73万 | 0.01% | 6,103 | 6,103 | — | $20.73万 | 新建仓 |
| IDXX | IDEXX LABS INC | $21.01万 | 0.01% | 374 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $21.13万 | 0.01% | 7,527 | 7,527 | — | $21.13万 | 新建仓 |
| VRSN | VERISIGN INC | $21.38万 | 0.01% | 861 | 861 | — | $21.38万 | 新建仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $21.52万 | 0.01% | 1,556 | 1 | 0.1% | $138 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $21.55万 | 0.01% | 3,435 | 116 | 3.5% | $7,279 | 加仓 |
| WASH | WASHINGTON TR BANCORP INC | $22.13万 | 0.01% | 6,615 | 6,615 | — | $22.13万 | 新建仓 |
| FLS | FLOWSERVE CORP | $22.13万 | 0.01% | 3,011 | 3,011 | — | $22.13万 | 新建仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $22.18万 | 0.01% | 2,574 | 0 | 0.0% | — | 不变 |
| HLNE | HAMILTON LANE INC | $22.22万 | 0.01% | 2,235 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $22.31万 | 0.01% | 803 | 7 | 0.9% | $1,945 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $22.41万 | 0.01% | 8,928 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $22.91万 | 0.01% | 1,055 | -71 | -6.3% | -$1.54万 | 减仓 |
| GM | GENERAL MTRS CO | $23.50万 | 0.01% | 3,154 | 68 | 2.2% | $5,066 | 加仓 |
| SDOG | ALPS ETF TR | $23.74万 | 0.01% | 3,650 | 3,650 | — | $23.74万 | 新建仓 |
| BROS | DUTCH BROS INC | $23.86万 | 0.01% | 4,710 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $23.90万 | 0.01% | 1,646 | 167 | 11.3% | $2.43万 | 加仓 |
| IYJ | ISHARES TR | $24.23万 | 0.01% | 1,642 | 3 | 0.2% | $443 | 加仓 |
| BA | BOEING CO | $24.32万 | 0.01% | 1,222 | -285 | -18.9% | -$5.67万 | 减仓 |
| CVS | CVS HEALTH CORP | $24.35万 | 0.01% | 3,390 | 265 | 8.5% | $1.90万 | 加仓 |
| ALL | ALLSTATE CORP | $24.51万 | 0.01% | 1,182 | 33 | 2.9% | $6,842 | 加仓 |
| — | HANCOCK JOHN PREM DIVID FD | $24.55万 | 0.01% | 18,742 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $24.69万 | 0.01% | 2,132 | 25 | 1.2% | $2,895 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $24.83万 | 0.01% | 889 | 212 | 31.3% | $5.92万 | 加仓 |
| MMT | MFS MULTIMARKET INCOME TR | $24.89万 | 0.01% | 53,880 | 0 | 0.0% | — | 不变 |
| IBTI | ISHARES TR | $25.12万 | 0.01% | 11,275 | 13 | 0.1% | $290 | 加仓 |
| PFM | INVESCO EXCHANGE TRADED FD T | $25.55万 | 0.01% | 5,000 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $25.56万 | 0.01% | 2,109 | 2,109 | — | $25.56万 | 新建仓 |
| AVY | AVERY DENNISON CORP | $25.69万 | 0.01% | 1,488 | -82 | -5.2% | -$1.42万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $25.71万 | 0.01% | 2,256 | 0 | 0.0% | — | 不变 |
| TGTX | TG THERAPEUTICS INC | $25.85万 | 0.01% | 7,782 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $25.95万 | 0.01% | 1,247 | -10 | -0.8% | -$2,081 | 减仓 |
| VV | VANGUARD INDEX FDS | $26.63万 | 0.01% | 891 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $26.74万 | 0.01% | 1,100 | -308 | -21.9% | -$7.49万 | 减仓 |
| ESGD | ISHARES TR | $27.06万 | 0.01% | 2,830 | -13 | -0.5% | -$1,243 | 减仓 |
| AMAT | APPLIED MATLS INC | $27.24万 | 0.01% | 797 | 797 | — | $27.24万 | 新建仓 |
| SPEM | SPDR INDEX SHS FDS | $27.35万 | 0.01% | 5,830 | 5,830 | — | $27.35万 | 新建仓 |
| SLV | ISHARES SILVER TR | $27.71万 | 0.01% | 4,066 | -874 | -17.7% | -$5.96万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $28.14万 | 0.01% | 833 | 73 | 9.6% | $2.47万 | 加仓 |
| CCJ | CAMECO CORP | $28.69万 | 0.01% | 2,642 | 2,642 | — | $28.69万 | 新建仓 |
| EW | EDWARDS LIFESCIENCES CORP | $29.05万 | 0.01% | 3,627 | -879 | -19.5% | -$7.04万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $29.27万 | 0.01% | 5,163 | 5,163 | — | $29.27万 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $29.97万 | 0.01% | 1,737 | -219 | -11.2% | -$3.78万 | 减仓 |
| HALO | HALOZYME THERAPEUTICS INC | $30.17万 | 0.01% | 4,668 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $30.38万 | 0.01% | 3,276 | 0 | 0.0% | — | 不变 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $31.08万 | 0.01% | 1,069 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD SCOTTSDALE FDS | $31.14万 | 0.01% | 5,230 | 0 | 0.0% | — | 不变 |
| DNP | DNP SELECT INCOME FD INC | $31.24万 | 0.01% | 30,330 | 30,330 | — | $31.24万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $31.31万 | 0.01% | 6,237 | 1,492 | 31.4% | $7.49万 | 重新持有 |
| LMT | LOCKHEED MARTIN CORP | $31.38万 | 0.01% | 519 | -354 | -40.5% | -$21.41万 | 减仓 |
| ADI | ANALOG DEVICES INC | $31.56万 | 0.01% | 992 | 48 | 5.1% | $1.53万 | 加仓 |
| VST | VISTRA CORP | $31.76万 | 0.01% | 2,113 | 2,113 | — | $31.76万 | 新建仓 |
| IJK | ISHARES TR | $32.02万 | 0.01% | 3,182 | 182 | 6.1% | $1.83万 | 加仓 |
| MSCI | MSCI INC | $32.29万 | 0.01% | 599 | -12 | -2.0% | -$6,468 | 减仓 |
| COP | CONOCOPHILLIPS | $32.50万 | 0.01% | 2,462 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $33.10万 | 0.01% | 1,549 | 1,549 | — | $33.10万 | 新建仓 |
| TD | TORONTO DOMINION BK ONT | $34.00万 | 0.01% | 3,644 | 105 | 3.0% | $9,798 | 加仓 |
| PLD | PROLOGIS INC. | $34.14万 | 0.01% | 2,583 | -801 | -23.7% | -$10.59万 | 减仓 |
| FDX | FEDEX CORP | $35.01万 | 0.01% | 983 | 983 | — | $35.01万 | 新建仓 |
| DVY | ISHARES TR | $35.43万 | 0.01% | 2,340 | 345 | 17.3% | $5.22万 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $35.60万 | 0.01% | 3,937 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $35.82万 | 0.02% | 3,159 | 280 | 9.7% | $3.18万 | 加仓 |
| DMXF | ISHARES TR | $35.92万 | 0.02% | 4,761 | 327 | 7.4% | $2.47万 | 加仓 |
| TFX | TELEFLEX INCORPORATED | $36.03万 | 0.02% | 3,012 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $36.39万 | 0.02% | 12,513 | 0 | 0.0% | — | 不变 |
| FICO | FAIR ISAAC CORP | $37.04万 | 0.02% | 347 | -30 | -8.0% | -$3.20万 | 减仓 |
| SOXX | ISHARES TR | $37.27万 | 0.02% | 1,134 | -1,200 | -51.4% | -$39.44万 | 减仓 |
| T | AT&T INC | $37.89万 | 0.02% | 13,068 | 1,795 | 15.9% | $5.20万 | 加仓 |
| ZTS | ZOETIS INC | $38.23万 | 0.02% | 3,234 | -1,027 | -24.1% | -$12.14万 | 减仓 |
| CSL | CARLISLE COS INC | $38.37万 | 0.02% | 1,150 | 0 | 0.0% | — | 不变 |
| — | INVESCO ACTIVELY MANAGED EXC | $39.61万 | 0.02% | 10,482 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $39.74万 | 0.02% | 919 | -230 | -20.0% | -$9.94万 | 减仓 |
| EFG | ISHARES TR | $39.89万 | 0.02% | 3,582 | 249 | 7.5% | $2.77万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $40.42万 | 0.02% | 96 | -11 | -10.3% | -$4.63万 | 减仓 |
| GRMN | GARMIN LTD | $40.83万 | 0.02% | 1,760 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $40.88万 | 0.02% | 3,076 | 3,076 | — | $40.88万 | 新建仓 |
| IAU | ISHARES GOLD TR | $41.53万 | 0.02% | 4,711 | 4,711 | — | $41.53万 | 新建仓 |