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 |
|---|---|---|---|---|---|---|---|---|
| MKC | MCCORMICK & CO INC | $41.90万 | 0.02% | 8,306 | -19 | -0.2% | -$958 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $42.22万 | 0.02% | 9,201 | 438 | 5.0% | $2.01万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $42.61万 | 0.02% | 1,242 | 0 | 0.0% | — | 不变 |
| HEI | HEICO CORP NEW | $42.69万 | 0.02% | 1,557 | -68 | -4.2% | -$1.86万 | 减仓 |
| CRM | SALESFORCE INC | $42.90万 | 0.02% | 2,298 | 13 | 0.6% | $2,427 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $43.37万 | 0.02% | 1,107 | -31 | -2.7% | -$1.21万 | 减仓 |
| SYK | STRYKER CORPORATION | $44.29万 | 0.02% | 1,348 | 6 | 0.4% | $1,972 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $44.77万 | 0.02% | 2,708 | 2,708 | — | $44.77万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $45.57万 | 0.02% | 3,115 | 256 | 9.0% | $3.74万 | 加仓 |
| AZN | ASTRAZENECA PLC | $47.69万 | 0.02% | 2,418 | 2,418 | — | $47.69万 | 新建仓 |
| REZ | ISHARES TR | $47.85万 | 0.02% | 5,750 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $48.15万 | 0.02% | 818 | -8 | -1.0% | -$4,709 | 减仓 |
| IUSG | ISHARES TR | $48.47万 | 0.02% | 3,125 | 2 | 0.1% | $310 | 加仓 |
| SBUX | STARBUCKS CORP | $48.59万 | 0.02% | 5,424 | 128 | 2.4% | $1.15万 | 加仓 |
| EQIX | EQUINIX INC | $48.91万 | 0.02% | 499 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $49.25万 | 0.02% | 2,917 | 514 | 21.4% | $8.68万 | 加仓 |
| QCOM | QUALCOMM INC | $49.44万 | 0.02% | 3,839 | 15 | 0.4% | $1,932 | 加仓 |
| PSX | PHILLIPS 66 | $49.97万 | 0.02% | 2,743 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $50.18万 | 0.02% | 8,705 | 1,447 | 19.9% | $8.34万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $50.92万 | 0.02% | 3,889 | 3,889 | — | $50.92万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $51.61万 | 0.02% | 1,120 | -188 | -14.4% | -$8.66万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $51.65万 | 0.02% | 10,866 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $51.85万 | 0.02% | 11,445 | -5,875 | -33.9% | -$26.61万 | 减仓 |
| VIS | VANGUARD WORLD FD | $52.93万 | 0.02% | 1,695 | -848 | -33.3% | -$26.48万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $53.03万 | 0.02% | 5,428 | 102 | 1.9% | $9,964 | 加仓 |
| ANET | ARISTA NETWORKS INC | $53.61万 | 0.02% | 4,367 | 18 | 0.4% | $2,210 | 加仓 |
| ES | EVERSOURCE ENERGY | $54.15万 | 0.02% | 7,816 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $55.08万 | 0.02% | 1,540 | 105 | 7.3% | $3.76万 | 加仓 |
| XYL | XYLEM INC | $55.91万 | 0.02% | 4,679 | -55 | -1.2% | -$6,573 | 减仓 |
| SUSA | ISHARES TR | $56.28万 | 0.02% | 4,260 | 336 | 8.6% | $4.44万 | 加仓 |
| FLOT | ISHARES TR | $56.46万 | 0.02% | 11,082 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $58.14万 | 0.02% | 6,032 | -153 | -2.5% | -$1.47万 | 减仓 |
| WFC | WELLS FARGO & CO | $58.92万 | 0.02% | 7,401 | 274 | 3.8% | $2.18万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $59.14万 | 0.02% | 765 | 4 | 0.5% | $3,092 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $59.35万 | 0.02% | 23,147 | 320 | 1.4% | $8,205 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $60.08万 | 0.03% | 3,464 | -681 | -16.4% | -$11.81万 | 减仓 |
| IEF | ISHARES TR | $60.81万 | 0.03% | 6,372 | 6,372 | — | $60.81万 | 新建仓 |
| IYF | ISHARES TR | $61.71万 | 0.03% | 5,244 | 23 | 0.4% | $2,706 | 加仓 |
| EMR | EMERSON ELEC CO | $61.95万 | 0.03% | 4,728 | -400 | -7.8% | -$5.24万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $62.07万 | 0.03% | 11,325 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $62.14万 | 0.03% | 3,776 | -936 | -19.9% | -$15.40万 | 减仓 |
| IT | GARTNER INC | $62.88万 | 0.03% | 3,971 | -1,571 | -28.3% | -$24.88万 | 减仓 |
| CWB | SPDR SERIES TRUST | $63.97万 | 0.03% | 6,990 | 0 | 0.0% | — | 不变 |
| INDA | ISHARES TR | $64.47万 | 0.03% | 13,764 | -2,691 | -16.4% | -$12.60万 | 减仓 |
| WM | WASTE MGMT INC DEL | $64.55万 | 0.03% | 2,809 | -35 | -1.2% | -$8,044 | 减仓 |
| PWR | QUANTA SVCS INC | $65.59万 | 0.03% | 1,195 | -65 | -5.2% | -$3.57万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $65.83万 | 0.03% | 2,266 | -36 | -1.6% | -$1.05万 | 减仓 |
| FIX | COMFORT SYS USA INC | $67.29万 | 0.03% | 488 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $68.48万 | 0.03% | 2,264 | 27 | 1.2% | $8,167 | 加仓 |
| ALC | ALCON AG | $69.44万 | 0.03% | 9,216 | -13 | -0.1% | -$980 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $70.02万 | 0.03% | 11,413 | -6,099 | -34.8% | -$37.42万 | 减仓 |
| GLP | GLOBAL PARTNERS LP | $70.09万 | 0.03% | 16,649 | 12,324 | 284.9% | $51.88万 | 重新持有 |
| TT | TRANE TECHNOLOGIES PLC | $70.55万 | 0.03% | 1,693 | -280 | -14.2% | -$11.67万 | 减仓 |
| ASML | ASML HLDG NV | $71.86万 | 0.03% | 544 | -31 | -5.4% | -$4.09万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $71.94万 | 0.03% | 9,769 | -4,203 | -30.1% | -$30.95万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $73.21万 | 0.03% | 2,744 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $73.52万 | 0.03% | 5,436 | -1,881 | -25.7% | -$25.44万 | 减仓 |
| IHI | ISHARES TR | $73.63万 | 0.03% | 13,802 | -81 | -0.6% | -$4,321 | 减仓 |
| IJJ | ISHARES TR | $73.83万 | 0.03% | 5,572 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $74.28万 | 0.03% | 3,918 | -470 | -10.7% | -$8.91万 | 减仓 |
| VHT | VANGUARD WORLD FD | $74.51万 | 0.03% | 2,736 | -82 | -2.9% | -$2.23万 | 减仓 |
| KO | COCA COLA CO | $75.39万 | 0.03% | 9,913 | 522 | 5.6% | $3.97万 | 加仓 |
| AON | AON PLC | $75.66万 | 0.03% | 2,344 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $75.98万 | 0.03% | 19,486 | 83 | 0.4% | $3,236 | 加仓 |
| ECL | ECOLAB INC | $78.20万 | 0.03% | 2,940 | -53 | -1.8% | -$1.41万 | 减仓 |
| TXN | TEXAS INSTRS INC | $78.98万 | 0.03% | 4,068 | -77 | -1.9% | -$1.49万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $81.33万 | 0.03% | 2,537 | -23 | -0.9% | -$7,373 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $81.41万 | 0.03% | 3,759 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES INC | $83.03万 | 0.03% | 18,260 | -1,914 | -9.5% | -$8.70万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $85.32万 | 0.04% | 8,830 | -965 | -9.9% | -$9.32万 | 减仓 |
| CSX | CSX CORP | $85.44万 | 0.04% | 20,814 | 3,300 | 18.8% | $13.55万 | 加仓 |
| DE | DEERE & CO | $86.02万 | 0.04% | 1,527 | 108 | 7.6% | $6.08万 | 加仓 |
| NOW | SERVICENOW INC | $86.23万 | 0.04% | 8,248 | -2 | -0.0% | -$209 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $86.36万 | 0.04% | 17,000 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $87.61万 | 0.04% | 3,546 | 1,563 | 78.8% | $38.62万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $88.29万 | 0.04% | 4,791 | -73 | -1.5% | -$1.35万 | 减仓 |
| AME | AMETEK INC | $89.74万 | 0.04% | 4,186 | 978 | 30.5% | $20.97万 | 加仓 |
| — | HORIZON TECHNOLOGY FIN CORP | $90.01万 | 0.04% | 213,811 | 969 | 0.5% | $4,079 | 加仓 |
| IVE | ISHARES TR | $90.46万 | 0.04% | 4,284 | -231 | -5.1% | -$4.88万 | 减仓 |
| GLD | SPDR GOLD TR | $90.88万 | 0.04% | 2,112 | 147 | 7.5% | $6.33万 | 加仓 |
| NFLX | NETFLIX INC. | $91.63万 | 0.04% | 9,530 | -50 | -0.5% | -$4,807 | 减仓 |
| MDYG | SPDR SERIES TRUST | $91.70万 | 0.04% | 9,556 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $92.04万 | 0.04% | 30,000 | 400 | 1.4% | $1.23万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $93.00万 | 0.04% | 1,099 | 11 | 1.0% | $9,309 | 加仓 |
| ABT | ABBOTT LABORATORIES | $96.24万 | 0.04% | 9,374 | -709 | -7.0% | -$7.28万 | 减仓 |
| ACWV | ISHARES INC | $97.42万 | 0.04% | 8,152 | 8,152 | — | $97.42万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $97.65万 | 0.04% | 3,348 | 329 | 10.9% | $9.60万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $97.97万 | 0.04% | 12,694 | 48 | 0.4% | $3,705 | 加仓 |
| DON | WISDOMTREE TR | $98.28万 | 0.04% | 18,706 | -3,597 | -16.1% | -$18.90万 | 减仓 |
| DES | WISDOMTREE TR | $99.00万 | 0.04% | 27,545 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $99.46万 | 0.04% | 10,019 | -968 | -8.8% | -$9.61万 | 减仓 |
| LOW | LOWES COS INC | $99.57万 | 0.04% | 4,214 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $99.87万 | 0.04% | 17,586 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES TR | $100.00万 | 0.04% | 10,532 | 10,532 | — | $100.00万 | 新建仓 |
| CB | CHUBB LTD SWITZ | $105.06万 | 0.04% | 3,223 | -411 | -11.3% | -$13.40万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $106.79万 | 0.04% | 5,385 | -927 | -14.7% | -$18.38万 | 减仓 |
| GLW | CORNING INC | $106.79万 | 0.04% | 7,854 | 74 | 1.0% | $1.01万 | 加仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $108.05万 | 0.05% | 30,231 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $108.58万 | 0.05% | 2,173 | 18 | 0.8% | $8,994 | 加仓 |
| ULS | UL SOLUTIONS INC | $108.95万 | 0.05% | 12,712 | 0 | 0.0% | — | 不变 |