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 |
|---|---|---|---|---|---|---|---|---|
| MA | MASTERCARD INCORPORATED | $110.68万 | 0.04% | 2,155 | -18 | -0.8% | -$9,245 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $111.19万 | 0.04% | 1,099 | 0 | 0.0% | — | 不变 |
| DES | WISDOMTREE TR | $112.05万 | 0.04% | 27,545 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $112.35万 | 0.04% | 6,778 | -450 | -6.2% | -$7.46万 | 减仓 |
| FAST | FASTENAL CO | $113.01万 | 0.04% | 23,530 | -2,277 | -8.8% | -$10.94万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $114.85万 | 0.04% | 13,896 | 225 | 1.6% | $1.86万 | 加仓 |
| ASML | ASML HLDG NV | $117.97万 | 0.04% | 593 | 49 | 9.0% | $9.75万 | 加仓 |
| DHR | DANAHER CORP DEL | $119.16万 | 0.04% | 6,256 | -775 | -11.0% | -$14.76万 | 减仓 |
| VPU | VANGUARD WORLD FD | $120.91万 | 0.04% | 6,177 | -1,540 | -20.0% | -$30.14万 | 减仓 |
| HUBB | HUBBELL INC | $121.38万 | 0.04% | 2,320 | -54 | -2.3% | -$2.83万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $123.13万 | 0.05% | 22,968 | 700 | 3.1% | $3.75万 | 加仓 |
| MRK | MERCK & CO INC | $124.82万 | 0.05% | 9,714 | -62 | -0.6% | -$7,967 | 减仓 |
| BX | BLACKSTONE INC | $126.96万 | 0.05% | 10,790 | -279 | -2.5% | -$3.28万 | 减仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $127.91万 | 0.05% | 30,231 | 0 | 0.0% | — | 不变 |
| ULS | UL SOLUTIONS INC | $128.38万 | 0.05% | 12,604 | -108 | -0.8% | -$1.10万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $129.12万 | 0.05% | 11,834 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $130.92万 | 0.05% | 42,940 | -12,976 | -23.2% | -$39.56万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $131.53万 | 0.05% | 2,648 | -5 | -0.2% | -$2,484 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $133.52万 | 0.05% | 1,365 | -62 | -4.3% | -$6.06万 | 减仓 |
| MCD | MCDONALDS CORP | $134.56万 | 0.05% | 4,978 | 100 | 2.1% | $2.70万 | 加仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $135.98万 | 0.05% | 11,947 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $136.74万 | 0.05% | 6,260 | -197 | -3.1% | -$4.30万 | 减仓 |
| QCOM | QUALCOMM INC | $142.93万 | 0.05% | 7,735 | 3,896 | 101.5% | $71.99万 | 加仓 |
| CI | THE CIGNA GROUP | $143.92万 | 0.05% | 5,221 | -670 | -11.4% | -$18.47万 | 减仓 |
| IWD | ISHARES TR | $146.54万 | 0.05% | 6,045 | -746 | -11.0% | -$18.08万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $147.54万 | 0.05% | 25,350 | 25,350 | — | $147.54万 | 新建仓 |
| FBND | FIDELITY MERRIMACK STR TR | $147.56万 | 0.05% | 32,438 | -9,494 | -22.6% | -$43.19万 | 减仓 |
| TOTL | SSGA ACTIVE ETF TR | $152.96万 | 0.06% | 38,753 | 74 | 0.2% | $2,921 | 加仓 |
| TSLA | TESLA INC | $153.56万 | 0.06% | 3,651 | -575 | -13.6% | -$24.18万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $156.85万 | 0.06% | 17,033 | -483 | -2.8% | -$4.45万 | 减仓 |
| IWR | ISHARES TR | $159.62万 | 0.06% | 14,469 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $162.68万 | 0.06% | 11,100 | -184 | -1.6% | -$2.70万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $164.68万 | 0.06% | 37,123 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $168.14万 | 0.06% | 20,076 | -356 | -1.7% | -$2.98万 | 减仓 |
| AXS | AXIS CAP HLDGS LTD | $173.41万 | 0.06% | 16,140 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $174.07万 | 0.06% | 3,516 | 71 | 2.1% | $3.52万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $175.04万 | 0.06% | 7,816 | 125 | 1.6% | $2.80万 | 加仓 |
| CSCO | CISCO SYS INC | $181.89万 | 0.07% | 15,486 | 629 | 4.2% | $7.39万 | 加仓 |
| MTB | M & T BK CORP | $181.93万 | 0.07% | 7,644 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $182.62万 | 0.07% | 32,049 | 1,768 | 5.8% | $10.07万 | 加仓 |
| PEP | PEPSICO INC | $183.66万 | 0.07% | 13,564 | -16 | -0.1% | -$2,166 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $186.81万 | 0.07% | 5,041 | -34 | -0.7% | -$1.26万 | 减仓 |
| IWO | ISHARES TR | $191.57万 | 0.07% | 4,863 | 1 | 0.0% | $394 | 加仓 |
| AMP | AMERIPRISE FINL INC | $192.56万 | 0.07% | 4,197 | -161 | -3.7% | -$7.39万 | 减仓 |
| WMT | WALMART INC | $195.79万 | 0.07% | 17,287 | -47 | -0.3% | -$5,323 | 减仓 |
| CMI | CUMMINS INC | $200.70万 | 0.07% | 2,814 | -400 | -12.4% | -$28.53万 | 减仓 |
| GLW | CORNING INC | $200.75万 | 0.07% | 7,859 | 5 | 0.1% | $1,277 | 加仓 |
| SNA | SNAP ON INC | $204.46万 | 0.08% | 5,081 | -139 | -2.7% | -$5.59万 | 减仓 |
| AMGN | AMGEN INC | $206.99万 | 0.08% | 5,716 | -55 | -1.0% | -$1.99万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $208.87万 | 0.08% | 4,166 | -434 | -9.4% | -$21.76万 | 减仓 |
| ABBV | ABBVIE INC | $214.38万 | 0.08% | 8,519 | 333 | 4.1% | $8.38万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $219.87万 | 0.08% | 4,209 | 76 | 1.8% | $3.97万 | 加仓 |
| GEV | GE VERNOVA INC | $232.52万 | 0.09% | 1,979 | -73 | -3.6% | -$8.58万 | 减仓 |
| IXUS | ISHARES TR | $235.59万 | 0.09% | 24,685 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $237.19万 | 0.09% | 13,452 | -250 | -1.8% | -$4.41万 | 减仓 |
| TJX | TJX COS INC NEW | $237.73万 | 0.09% | 15,692 | -568 | -3.5% | -$8.61万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $238.54万 | 0.09% | 5,739 | -149 | -2.5% | -$6.19万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $249.16万 | 0.09% | 3,542 | -443 | -11.1% | -$31.16万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $259.37万 | 0.10% | 17,687 | -851 | -4.6% | -$12.48万 | 减仓 |
| MCK | MCKESSON CORP | $263.48万 | 0.10% | 3,487 | -25 | -0.7% | -$1.89万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $269.49万 | 0.10% | 30,704 | 1,107 | 3.7% | $9.72万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $273.15万 | 0.10% | 23,777 | -175 | -0.7% | -$2.01万 | 减仓 |
| UNP | UNION PAC CORP | $276.28万 | 0.10% | 10,157 | -45 | -0.4% | -$1.22万 | 减仓 |
| CTAS | CINTAS CORP | $280.19万 | 0.10% | 16,474 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES TR | $282.20万 | 0.10% | 50,250 | -418 | -0.8% | -$2.35万 | 减仓 |
| IJT | ISHARES TR | $300.38万 | 0.11% | 16,818 | -205 | -1.2% | -$3.66万 | 减仓 |
| GE | GE AEROSPACE | $306.74万 | 0.11% | 8,207 | 15 | 0.2% | $5,606 | 加仓 |
| META | META PLATFORMS INC | $306.88万 | 0.11% | 5,448 | -64 | -1.2% | -$3.61万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $310.26万 | 0.11% | 18,159 | 18,159 | — | $310.26万 | 新建仓 |
| — | EXXON MOBIL CORP | $316.05万 | 0.12% | 23,117 | 393 | 1.7% | $5.37万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $318.92万 | 0.12% | 6,678 | -240 | -3.5% | -$11.46万 | 减仓 |
| SDY | SPDR SERIES TRUST | $336.36万 | 0.12% | 22,103 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $338.80万 | 0.13% | 38,552 | -1,154 | -2.9% | -$10.14万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $338.82万 | 0.13% | 21,440 | -8 | -0.0% | -$1,264 | 减仓 |
| PAVE | GLOBAL X FDS | $361.28万 | 0.13% | 61,318 | -3,422 | -5.3% | -$20.16万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $362.61万 | 0.13% | 46,542 | -2,524 | -5.1% | -$19.66万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $375.53万 | 0.14% | 23,669 | 802 | 3.5% | $12.72万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $381.57万 | 0.14% | 10,434 | -175 | -1.6% | -$6.40万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $401.79万 | 0.15% | 14,288 | -171 | -1.2% | -$4.81万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $404.37万 | 0.15% | 67,746 | -676 | -1.0% | -$4.04万 | 减仓 |
| HDV | ISHARES TR | $405.74万 | 0.15% | 148,025 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $412.96万 | 0.15% | 52,253 | -1,115 | -2.1% | -$8.81万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $419.85万 | 0.16% | 16,532 | 132 | 0.8% | $3.35万 | 加仓 |
| IOO | ISHARES TR | $424.70万 | 0.16% | 31,091 | -982 | -3.1% | -$13.41万 | 减仓 |
| IWS | ISHARES TR | $428.85万 | 0.16% | 26,054 | -2 | -0.0% | -$329 | 减仓 |
| IWB | ISHARES TR | $431.74万 | 0.16% | 10,543 | 16 | 0.2% | $6,552 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $433.76万 | 0.16% | 58,200 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $446.16万 | 0.16% | 17,688 | -699 | -3.8% | -$17.63万 | 减仓 |
| REGL | PROSHARES TR | $470.59万 | 0.17% | 51,391 | -8,830 | -14.7% | -$80.86万 | 减仓 |
| LLY | ELI LILLY & CO | $471.56万 | 0.17% | 3,931 | -87 | -2.2% | -$10.44万 | 减仓 |
| HD | HOME DEPOT INC | $473.07万 | 0.17% | 13,413 | -607 | -4.3% | -$21.41万 | 减仓 |
| IWM | ISHARES TR | $480.08万 | 0.18% | 15,979 | -178 | -1.1% | -$5.35万 | 减仓 |
| MCO | MOODYS CORP | $490.31万 | 0.18% | 10,826 | -1,121 | -9.4% | -$50.77万 | 减仓 |
| SHY | ISHARES TR | $491.57万 | 0.18% | 59,867 | 4,544 | 8.2% | $37.31万 | 加仓 |
| HEZU | ISHARES TR | $502.91万 | 0.19% | 100,276 | 0 | 0.0% | — | 不变 |
| GVI | ISHARES TR | $517.45万 | 0.19% | 48,772 | 5,135 | 11.8% | $54.48万 | 加仓 |
| MO | ALTRIA GROUP INC | $545.73万 | 0.20% | 75,849 | 72,758 | 2,353.9% | $523.49万 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $551.76万 | 0.20% | 56,847 | -519 | -0.9% | -$5.04万 | 减仓 |
| CAT | CATERPILLAR INC | $558.89万 | 0.21% | 5,248 | -19 | -0.4% | -$2.02万 | 减仓 |
| BOND | PIMCO ETF TR | $565.69万 | 0.21% | 61,348 | 14,999 | 32.4% | $138.30万 | 加仓 |