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 |
|---|---|---|---|---|---|---|---|---|
| XLF | SELECT SECTOR SPDR TR | $109.94万 | 0.05% | 22,268 | 10,862 | 95.2% | $53.63万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $111.40万 | 0.05% | 18,184 | 18,184 | — | $111.40万 | 新建仓 |
| SLYV | SPDR SERIES TRUST | $111.93万 | 0.05% | 11,834 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $112.97万 | 0.05% | 1,175 | 11 | 0.9% | $1.06万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $113.12万 | 0.05% | 13,671 | 13,671 | — | $113.12万 | 新建仓 |
| CSCO | CISCO SYS INC | $115.27万 | 0.05% | 14,857 | -1,810 | -10.9% | -$14.04万 | 减仓 |
| HUBB | HUBBELL INC | $116.50万 | 0.05% | 2,374 | -6 | -0.3% | -$2,944 | 减仓 |
| MRK | MERCK & CO INC | $117.60万 | 0.05% | 9,776 | 562 | 6.1% | $6.76万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $118.17万 | 0.05% | 4,540 | -645 | -12.4% | -$16.79万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $118.47万 | 0.05% | 2,653 | 5 | 0.2% | $2,233 | 加仓 |
| FAST | FASTENAL CO | $119.74万 | 0.05% | 25,807 | -411 | -1.6% | -$1.91万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $122.29万 | 0.05% | 11,031 | 378 | 3.5% | $4.19万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $123.63万 | 0.05% | 3,445 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $127.28万 | 0.05% | 11,069 | -568 | -4.9% | -$6.53万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $127.75万 | 0.05% | 1,427 | 62 | 4.5% | $5.55万 | 加仓 |
| PGR | PROGRESSIVE CORP | $128.00万 | 0.05% | 6,457 | 60 | 0.9% | $1.19万 | 加仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $128.30万 | 0.05% | 11,947 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $133.31万 | 0.06% | 7,031 | -775 | -9.9% | -$14.69万 | 减仓 |
| IWR | ISHARES TR | $140.68万 | 0.06% | 14,469 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $144.26万 | 0.06% | 37,123 | -170 | -0.5% | -$6,606 | 减仓 |
| IWD | ISHARES TR | $145.10万 | 0.06% | 6,791 | 670 | 10.9% | $14.32万 | 加仓 |
| BAC | BANK AMERICA CORP | $147.62万 | 0.06% | 30,281 | -269 | -0.9% | -$1.31万 | 减仓 |
| CVX | CHEVRON CORPORATION | $149.55万 | 0.06% | 7,228 | -483 | -6.3% | -$9.99万 | 减仓 |
| MCD | MCDONALDS CORP | $151.60万 | 0.06% | 4,878 | -426 | -8.0% | -$13.24万 | 减仓 |
| IWO | ISHARES TR | $152.59万 | 0.06% | 4,862 | -426 | -8.1% | -$13.37万 | 减仓 |
| VPU | VANGUARD WORLD FD | $152.90万 | 0.06% | 7,717 | -3,214 | -29.4% | -$63.68万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $153.44万 | 0.06% | 20,432 | -398 | -1.9% | -$2.99万 | 减仓 |
| TOTL | SSGA ACTIVE ETF TR | $153.67万 | 0.06% | 38,679 | -502 | -1.3% | -$1.99万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $156.27万 | 0.07% | 7,691 | -156 | -2.0% | -$3.17万 | 减仓 |
| TSLA | TESLA INC | $157.08万 | 0.07% | 4,226 | 1,192 | 39.3% | $44.31万 | 加仓 |
| CI | THE CIGNA GROUP | $157.15万 | 0.07% | 5,891 | -567 | -8.8% | -$15.13万 | 减仓 |
| MTB | M & T BK CORP | $158.02万 | 0.07% | 7,644 | -1,331 | -14.8% | -$27.51万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $159.32万 | 0.07% | 5,888 | -670 | -10.2% | -$18.13万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $161.69万 | 0.07% | 17,516 | -492 | -2.7% | -$4.54万 | 减仓 |
| AXS | AXIS CAP HLDGS LTD | $163.68万 | 0.07% | 16,140 | 1,594 | 11.0% | $16.16万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $165.97万 | 0.07% | 5,075 | -49 | -1.0% | -$1.60万 | 减仓 |
| ORCL | ORACLE CORP | $166.00万 | 0.07% | 11,284 | -1,242 | -9.9% | -$18.27万 | 减仓 |
| PFF | ISHARES TR | $169.54万 | 0.07% | 55,916 | -18,124 | -24.5% | -$54.95万 | 减仓 |
| CMI | CUMMINS INC | $172.92万 | 0.07% | 3,214 | -446 | -12.2% | -$24.00万 | 减仓 |
| APH | AMPHENOL CORP | $173.12万 | 0.07% | 13,702 | 97 | 0.7% | $1.23万 | 加仓 |
| ABBV | ABBVIE INC | $178.04万 | 0.07% | 8,186 | 19 | 0.2% | $4,132 | 加仓 |
| GEV | GE VERNOVA INC | $179.13万 | 0.08% | 2,052 | 54 | 2.7% | $4.71万 | 加仓 |
| SNA | SNAP ON INC | $189.60万 | 0.08% | 5,220 | -43 | -0.8% | -$1.56万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $191.29万 | 0.08% | 41,932 | -1,808 | -4.1% | -$8.25万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $191.44万 | 0.08% | 4,133 | 255 | 6.6% | $11.81万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $193.68万 | 0.08% | 4,358 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $203.04万 | 0.09% | 5,771 | 10 | 0.2% | $3,518 | 加仓 |
| PEP | PEPSICO INC | $210.89万 | 0.09% | 13,580 | 549 | 4.2% | $8.53万 | 加仓 |
| — | HONEYWELL INTL INC | $211.50万 | 0.09% | 9,357 | -2,677 | -22.2% | -$60.51万 | 减仓 |
| IXUS | ISHARES TR | $213.87万 | 0.09% | 24,685 | -2,047 | -7.7% | -$17.74万 | 减仓 |
| WMT | WALMART INC | $215.43万 | 0.09% | 17,334 | 1,485 | 9.4% | $18.46万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $224.33万 | 0.09% | 23,952 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $226.10万 | 0.09% | 4,600 | -382 | -7.7% | -$18.78万 | 减仓 |
| GE | GE AEROSPACE | $232.46万 | 0.10% | 8,192 | -254 | -3.0% | -$7.21万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $233.79万 | 0.10% | 6,918 | -9 | -0.1% | -$3,041 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $245.76万 | 0.10% | 3,985 | -559 | -12.3% | -$34.47万 | 减仓 |
| IJT | ISHARES TR | $246.34万 | 0.10% | 17,023 | 107 | 0.6% | $1.55万 | 加仓 |
| UNP | UNION PAC CORP | $247.53万 | 0.10% | 10,202 | -481 | -4.5% | -$11.67万 | 减仓 |
| TJX | TJX COS INC NEW | $259.67万 | 0.11% | 16,260 | -1,461 | -8.2% | -$23.33万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $267.77万 | 0.11% | 18,538 | 974 | 5.5% | $14.07万 | 加仓 |
| NOBL | PROSHARES TR | $268.57万 | 0.11% | 25,334 | -1,005 | -3.8% | -$10.65万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $274.89万 | 0.12% | 29,597 | -554 | -1.8% | -$5.15万 | 减仓 |
| CTAS | CINTAS CORP | $278.64万 | 0.12% | 16,474 | -175 | -1.1% | -$2.96万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $303.91万 | 0.13% | 39,706 | 4,903 | 14.1% | $37.53万 | 加仓 |
| MCK | MCKESSON CORP | $303.91万 | 0.13% | 3,512 | 7 | 0.2% | $6,058 | 加仓 |
| META | META PLATFORMS INC | $315.37万 | 0.13% | 5,512 | -937 | -14.5% | -$53.61万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $317.65万 | 0.13% | 21,448 | 257 | 1.2% | $3.81万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $320.66万 | 0.13% | 10,609 | -74 | -0.7% | -$2.24万 | 减仓 |
| SDY | SPDR SERIES TRUST | $322.57万 | 0.14% | 22,103 | -82 | -0.4% | -$1.20万 | 减仓 |
| PAVE | GLOBAL X FDS | $328.95万 | 0.14% | 64,740 | 12,607 | 24.2% | $64.06万 | 加仓 |
| IYW | ISHARES TR | $333.58万 | 0.14% | 18,387 | 155 | 0.9% | $2.81万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $335.26万 | 0.14% | 22,867 | 6,056 | 36.0% | $88.79万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $350.47万 | 0.15% | 14,459 | -134 | -0.9% | -$3.25万 | 减仓 |
| LLY | ELI LILLY & CO | $369.58万 | 0.15% | 4,018 | 55 | 1.4% | $5.06万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $369.82万 | 0.15% | 68,422 | 10,025 | 17.2% | $54.19万 | 加仓 |
| CAT | CATERPILLAR INC | $373.16万 | 0.16% | 5,267 | 106 | 2.1% | $7.51万 | 加仓 |
| IWB | ISHARES TR | $375.34万 | 0.16% | 10,527 | 3,724 | 54.7% | $132.78万 | 加仓 |
| IWS | ISHARES TR | $379.74万 | 0.16% | 26,056 | 154 | 0.6% | $2.24万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $384.73万 | 0.16% | 49,066 | -3,736 | -7.1% | -$29.29万 | 减仓 |
| — | EXXON MOBIL CORP | $385.54万 | 0.16% | 22,724 | 1,736 | 8.3% | $29.45万 | 加仓 |
| IOO | ISHARES TR | $387.98万 | 0.16% | 32,073 | -2,099 | -6.1% | -$25.39万 | 减仓 |
| IWM | ISHARES TR | $400.69万 | 0.17% | 16,157 | -3,045 | -15.9% | -$75.52万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $400.89万 | 0.17% | 16,400 | 214 | 1.3% | $5.23万 | 加仓 |
| HDV | ISHARES TR | $401.80万 | 0.17% | 29,605 | -98 | -0.3% | -$1.33万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $423.05万 | 0.18% | 53,368 | -3,961 | -6.9% | -$31.40万 | 减仓 |
| BOND | PIMCO ETF TR | $427.71万 | 0.18% | 46,349 | -14,718 | -24.1% | -$135.82万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $437.95万 | 0.18% | 58,200 | -24 | -0.0% | -$1,806 | 减仓 |
| HEZU | ISHARES TR | $438.21万 | 0.18% | 100,276 | -10,764 | -9.7% | -$47.04万 | 减仓 |
| SHY | ISHARES TR | $456.80万 | 0.19% | 55,323 | 10,856 | 24.4% | $89.64万 | 加仓 |
| HD | HOME DEPOT INC | $461.10万 | 0.19% | 14,020 | -447 | -3.1% | -$14.70万 | 减仓 |
| GVI | ISHARES TR | $465.52万 | 0.20% | 43,637 | 328 | 0.8% | $3.50万 | 加仓 |
| TER | TERADYNE INC | $469.33万 | 0.20% | 15,831 | -176 | -1.1% | -$5.22万 | 减仓 |
| REGL | PROSHARES TR | $520.37万 | 0.22% | 60,221 | -3,854 | -6.0% | -$33.30万 | 减仓 |
| MCO | MOODYS CORP | $521.17万 | 0.22% | 11,947 | -4,863 | -28.9% | -$212.14万 | 减仓 |
| VGT | VANGUARD WORLD FD | $541.39万 | 0.23% | 7,759 | 759 | 10.8% | $52.96万 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $550.66万 | 0.23% | 57,366 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $584.73万 | 0.25% | 19,346 | -81 | -0.4% | -$2.45万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $610.14万 | 0.26% | 108,353 | -3,752 | -3.3% | -$21.13万 | 减仓 |
| EFA | ISHARES TR | $642.86万 | 0.27% | 66,185 | 3,797 | 6.1% | $36.88万 | 加仓 |
| AVGO | BROADCOM INC | $653.34万 | 0.27% | 21,109 | 951 | 4.7% | $29.43万 | 加仓 |