Connecticut Wealth Management, LLC
FARMINGTON CT · SEC CIK 0001689829
$27.04亿2026Q2 申报市值
340持仓数
58.0%前十大占比 · 第一大 10.5%
20 / 11新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SPYV 加仓+$2,257.09万
IEFA 加仓+$1,543.97万
SPYG 加仓+$690.09万
MO 加仓+$523.49万
IBTH 加仓+$433.46万
2026Q2 卖出最多 按季末市值估算
IJH 减仓-$964.33万
IJR 减仓-$407.88万
ICF 减仓-$257.51万
VO 减仓-$250.09万
QUAL 减仓-$236.81万
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 |
|---|---|---|---|---|---|---|---|---|
| DELL | DELL TECHNOLOGIES INC | $44.44万 | 0.02% | 1,030 | 1,030 | — | $44.44万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $44.84万 | 0.02% | 1,128 | 8 | 0.7% | $3,180 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $45.22万 | 0.02% | 12,515 | 2 | 0.0% | $72 | 加仓 |
| IBB | ISHARES TR | $45.74万 | 0.02% | 2,405 | -512 | -17.6% | -$9.74万 | 减仓 |
| AZN | ASTRAZENECA PLC | $45.85万 | 0.02% | 2,418 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $46.37万 | 0.02% | 2,743 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $46.45万 | 0.02% | 1,311 | 69 | 5.6% | $2.44万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $47.17万 | 0.02% | 818 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $47.32万 | 0.02% | 8,182 | -523 | -6.0% | -$3.03万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $47.62万 | 0.02% | 16,180 | -6,967 | -30.1% | -$20.50万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $47.76万 | 0.02% | 766 | 1 | 0.1% | $623 | 加仓 |
| BCI | ABRDN ETFS | $47.97万 | 0.02% | 21,471 | 21,471 | — | $47.97万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $48.77万 | 0.02% | 993 | -700 | -41.3% | -$34.38万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $48.99万 | 0.02% | 2,708 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $49.08万 | 0.02% | 2,945 | -519 | -15.0% | -$8.65万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $49.23万 | 0.02% | 3,889 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $50.23万 | 0.02% | 2,403 | -1,373 | -36.4% | -$28.70万 | 减仓 |
| EQIX | EQUINIX INC | $52.02万 | 0.02% | 499 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $52.16万 | 0.02% | 5,104 | -320 | -5.9% | -$3.27万 | 减仓 |
| XYL | XYLEM INC | $52.18万 | 0.02% | 4,414 | -265 | -5.7% | -$3.13万 | 减仓 |
| FIX | COMFORT SYS USA INC | $52.92万 | 0.02% | 267 | -221 | -45.3% | -$43.80万 | 减仓 |
| ES | EVERSOURCE ENERGY | $53.74万 | 0.02% | 7,436 | -380 | -4.9% | -$2.75万 | 减仓 |
| REZ | ISHARES TR | $54.45万 | 0.02% | 5,750 | 0 | 0.0% | — | 不变 |
| HEI | HEICO CORP NEW | $55.46万 | 0.02% | 1,557 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $55.49万 | 0.02% | 5,765 | -267 | -4.4% | -$2.57万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $55.91万 | 0.02% | 5,180 | -248 | -4.6% | -$2.68万 | 减仓 |
| FLOT | ISHARES TR | $56.57万 | 0.02% | 11,082 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $58.12万 | 0.02% | 11,224 | 5,394 | 92.5% | $27.93万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $58.57万 | 0.02% | 3,074 | -2 | -0.1% | -$381 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $58.71万 | 0.02% | 10,866 | 0 | 0.0% | — | 不变 |
| INDA | ISHARES TR | $58.74万 | 0.02% | 11,893 | -1,871 | -13.6% | -$9.24万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $59.21万 | 0.02% | 4,758 | -627 | -11.6% | -$7.80万 | 减仓 |
| CWB | SPDR SERIES TRUST | $60.43万 | 0.02% | 5,605 | -1,385 | -19.8% | -$14.93万 | 减仓 |
| IUSG | ISHARES TR | $60.64万 | 0.02% | 3,224 | 99 | 3.2% | $1.86万 | 加仓 |
| WFC | WELLS FARGO & CO | $61.17万 | 0.02% | 7,402 | 1 | 0.0% | $83 | 加仓 |
| VIS | VANGUARD WORLD FD | $61.23万 | 0.02% | 1,699 | 4 | 0.2% | $1,441 | 加仓 |
| ALC | ALCON AG | $61.84万 | 0.02% | 9,216 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $61.93万 | 0.02% | 3,646 | -721 | -16.5% | -$12.25万 | 减仓 |
| WM | WASTE MGMT INC DEL | $62.19万 | 0.02% | 2,790 | -19 | -0.7% | -$4,235 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $62.23万 | 0.02% | 8,477 | -1,292 | -13.2% | -$9.49万 | 减仓 |
| IHI | ISHARES TR | $62.64万 | 0.02% | 12,678 | -1,124 | -8.1% | -$5.55万 | 减仓 |
| ETN | EATON CORP PLC | $64.09万 | 0.02% | 1,504 | -36 | -2.3% | -$1.53万 | 减仓 |
| IYF | ISHARES TR | $64.24万 | 0.02% | 5,038 | -206 | -3.9% | -$2.63万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $64.29万 | 0.02% | 2,193 | -73 | -3.2% | -$2.14万 | 减仓 |
| IEF | ISHARES TR | $65.16万 | 0.02% | 6,890 | 518 | 8.1% | $4.90万 | 加仓 |
| HAL | HALLIBURTON CO | $65.30万 | 0.02% | 19,234 | -252 | -1.3% | -$8,555 | 减仓 |
| DMXF | ISHARES TR | $66.91万 | 0.02% | 7,909 | 3,148 | 66.1% | $26.63万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $67.12万 | 0.02% | 1,549 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $67.69万 | 0.03% | 4,728 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $69.99万 | 0.03% | 5,282 | -154 | -2.8% | -$2.04万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $73.08万 | 0.03% | 11,325 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $74.43万 | 0.03% | 2,244 | -100 | -4.3% | -$3.32万 | 减仓 |
| NFLX | NETFLIX INC. | $74.49万 | 0.03% | 10,433 | 903 | 9.5% | $6.45万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $74.76万 | 0.03% | 2,670 | -74 | -2.7% | -$2.07万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $76.58万 | 0.03% | 2,264 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $77.15万 | 0.03% | 1,067 | 270 | 33.9% | $19.52万 | 加仓 |
| KO | COCA COLA CO | $77.43万 | 0.03% | 9,528 | -385 | -3.9% | -$3.13万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $77.48万 | 0.03% | 8,538 | -836 | -8.9% | -$7.59万 | 减仓 |
| GLP | GLOBAL PARTNERS LP | $77.57万 | 0.03% | 16,649 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $78.26万 | 0.03% | 2,617 | -119 | -4.3% | -$3.56万 | 减仓 |
| ECL | ECOLAB INC | $78.86万 | 0.03% | 2,830 | -110 | -3.7% | -$3.07万 | 减仓 |
| CB | CHUBB LIMITED | $80.40万 | 0.03% | 2,360 | -863 | -26.8% | -$29.40万 | 减仓 |
| NOW | SERVICENOW INC | $81.27万 | 0.03% | 8,186 | -62 | -0.8% | -$6,155 | 减仓 |
| IJJ | ISHARES TR | $82.32万 | 0.03% | 5,572 | 0 | 0.0% | — | 不变 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $82.72万 | 0.03% | 17,000 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO | $84.11万 | 0.03% | 3,664 | -95 | -2.5% | -$2.18万 | 减仓 |
| SOXX | ISHARES TR | $84.13万 | 0.03% | 1,313 | 179 | 15.8% | $11.47万 | 加仓 |
| GLD | SPDR GOLD TR | $84.80万 | 0.03% | 2,302 | 190 | 9.0% | $7.00万 | 加仓 |
| PWR | QUANTA SVCS INC | $86.02万 | 0.03% | 1,195 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $86.94万 | 0.03% | 2,525 | -12 | -0.5% | -$4,132 | 减仓 |
| VOE | VANGUARD INDEX FDS | $87.58万 | 0.03% | 4,432 | -359 | -7.5% | -$7.09万 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $88.16万 | 0.03% | 52,792 | 52,792 | — | $88.16万 | 新建仓 |
| IWN | ISHARES TR | $88.88万 | 0.03% | 4,018 | 100 | 2.6% | $2.21万 | 加仓 |
| TXN | TEXAS INSTRS INC | $89.18万 | 0.03% | 2,992 | -1,076 | -26.5% | -$32.07万 | 减仓 |
| DE | DEERE & CO | $89.19万 | 0.03% | 1,406 | -121 | -7.9% | -$7.68万 | 减仓 |
| EEM | ISHARES TR | $89.25万 | 0.03% | 13,046 | -4,540 | -25.8% | -$31.06万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $90.62万 | 0.03% | 785 | -48 | -5.8% | -$5.54万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $90.64万 | 0.03% | 11,818 | -876 | -6.9% | -$6.72万 | 减仓 |
| VLO | VALERO ENERGY CORP | $92.35万 | 0.03% | 3,546 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $92.85万 | 0.03% | 4,211 | -3 | -0.1% | -$661 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $95.13万 | 0.04% | 30,000 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC | $95.22万 | 0.04% | 4,307 | 4,307 | — | $95.22万 | 新建仓 |
| SUSA | ISHARES TR | $95.78万 | 0.04% | 6,207 | 1,947 | 45.7% | $30.04万 | 加仓 |
| HON | HONEYWELL INTL INC | $96.43万 | 0.04% | 4,307 | -5,050 | -54.0% | -$113.07万 | 减仓 |
| IVE | ISHARES TR | $97.27万 | 0.04% | 4,284 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $97.40万 | 0.04% | 9,840 | -179 | -1.8% | -$1.77万 | 减仓 |
| CSX | CSX CORP | $98.93万 | 0.04% | 20,814 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $99.23万 | 0.04% | 18,684 | 500 | 2.7% | $2.66万 | 加仓 |
| AME | AMETEK INC | $99.66万 | 0.04% | 4,119 | -67 | -1.6% | -$1.62万 | 减仓 |
| — | HORIZON TECHNOLOGY FIN CORP | $101.46万 | 0.04% | 214,509 | 698 | 0.3% | $3,302 | 加仓 |
| SLYG | SPDR SERIES TRUST | $103.36万 | 0.04% | 8,676 | -154 | -1.7% | -$1.83万 | 减仓 |
| ACWV | ISHARES INC | $104.95万 | 0.04% | 8,729 | 577 | 7.1% | $6.94万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $105.44万 | 0.04% | 3,898 | -642 | -14.1% | -$17.37万 | 减仓 |
| MBB | ISHARES TR | $105.48万 | 0.04% | 11,159 | 627 | 6.0% | $5.93万 | 加仓 |
| ESGE | ISHARES INC | $105.95万 | 0.04% | 19,372 | 1,112 | 6.1% | $6.08万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $106.83万 | 0.04% | 1,107 | 0 | 0.0% | — | 不变 |
| MDYG | SPDR SERIES TRUST | $107.11万 | 0.04% | 9,556 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $108.62万 | 0.04% | 1,130 | -45 | -3.8% | -$4.33万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $110.25万 | 0.04% | 3,340 | -8 | -0.2% | -$2,641 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $110.60万 | 0.04% | 10,324 | -707 | -6.4% | -$7.57万 | 减仓 |