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 |
|---|---|---|---|---|---|---|---|---|
| DGRO | ISHARES TR | $709.52万 | 0.30% | 101,100 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $752.38万 | 0.32% | 97,611 | -5,913 | -5.7% | -$45.58万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $755.86万 | 0.32% | 7,586 | -197 | -2.5% | -$19.63万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $765.04万 | 0.32% | 86,251 | -7,338 | -7.8% | -$65.09万 | 减仓 |
| AMZN | AMAZON COM INC | $767.66万 | 0.32% | 36,859 | -934 | -2.5% | -$19.45万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $802.58万 | 0.34% | 27,284 | -1,664 | -5.7% | -$48.95万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $835.82万 | 0.35% | 17,442 | -692 | -3.8% | -$33.16万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $837.43万 | 0.35% | 41,093 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $855.26万 | 0.36% | 80,571 | -27,551 | -25.5% | -$292.45万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $888.38万 | 0.37% | 46,289 | -2,247 | -4.6% | -$43.12万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $938.71万 | 0.39% | 36,476 | -1,971 | -5.1% | -$50.72万 | 减仓 |
| GOOGL | ALPHABET INC | $959.37万 | 0.40% | 33,363 | -1,964 | -5.6% | -$56.48万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1,037.45万 | 0.43% | 52,877 | 1,091 | 2.1% | $21.41万 | 加仓 |
| IVV | ISHARES TR | $1,098.18万 | 0.46% | 16,812 | 99 | 0.6% | $6.47万 | 加仓 |
| GOOG | ALPHABET INC | $1,105.36万 | 0.46% | 38,533 | -1,348 | -3.4% | -$38.67万 | 减仓 |
| IWF | ISHARES TR | $1,239.88万 | 0.52% | 29,078 | 558 | 2.0% | $23.79万 | 加仓 |
| IWP | ISHARES TR | $1,292.72万 | 0.54% | 100,899 | 108 | 0.1% | $1.38万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,375.56万 | 0.58% | 23,020 | 1,476 | 6.9% | $88.20万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,557.35万 | 0.65% | 89,297 | -778 | -0.9% | -$13.57万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $1,690.18万 | 0.71% | 359,997 | -34,878 | -8.8% | -$163.75万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,871.36万 | 0.78% | 50,554 | -351 | -0.7% | -$12.99万 | 减仓 |
| ICF | ISHARES TR | $1,911.76万 | 0.80% | 308,896 | -86,847 | -21.9% | -$537.50万 | 减仓 |
| DTD | WISDOMTREE TR | $2,322.31万 | 0.97% | 268,910 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD ADMIRAL FDS INC | $2,493.86万 | 1.05% | 61,170 | -481 | -0.8% | -$19.61万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,730.14万 | 1.14% | 41,980 | 2,976 | 7.6% | $193.54万 | 加仓 |
| IBTH | ISHARES TR | $2,781.78万 | 1.17% | 1,240,205 | 1,030,037 | 490.1% | $2,310.37万 | 加仓 |
| AAPL | APPLE INC | $2,943.72万 | 1.23% | 115,990 | 383 | 0.3% | $9.72万 | 加仓 |
| RTX | RTX CORPORATION | $2,983.07万 | 1.25% | 154,643 | -5,717 | -3.6% | -$110.28万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $3,317.43万 | 1.39% | 430,220 | -20,161 | -4.5% | -$155.46万 | 减仓 |
| QQQ | INVESCO QQQ TR | $3,397.46万 | 1.42% | 58,863 | 1,019 | 1.8% | $58.81万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $3,685.57万 | 1.54% | 114,883 | -1,888 | -1.6% | -$60.57万 | 减仓 |
| VB | VANGUARD INDEX FDS | $3,725.80万 | 1.56% | 142,250 | -7,553 | -5.0% | -$197.83万 | 减仓 |
| IVW | ISHARES TR | $4,003.31万 | 1.68% | 353,931 | -31,264 | -8.1% | -$353.63万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $4,080.24万 | 1.71% | 189,726 | -323 | -0.2% | -$6.95万 | 减仓 |
| IBTG | ISHARES TR | $4,124.23万 | 1.73% | 1,799,794 | 472,331 | 35.6% | $1,082.35万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $5,494.92万 | 2.30% | 125,802 | 2,526 | 2.0% | $110.33万 | 加仓 |
| VO | VANGUARD INDEX FDS | $5,541.53万 | 2.32% | 192,964 | -19,230 | -9.1% | -$552.25万 | 减仓 |
| IJR | ISHARES TR | $6,292.42万 | 2.64% | 506,188 | -37,505 | -6.9% | -$466.22万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $7,599.75万 | 3.18% | 1,185,979 | 5,273 | 0.4% | $33.79万 | 加仓 |
| IJH | ISHARES TR | $9,741.29万 | 4.08% | 1,442,514 | -398,147 | -21.6% | -$2,688.69万 | 减仓 |
| IEMG | ISHARES INC | $1.42亿 | 5.97% | 2,042,072 | 1,290,206 | 171.6% | $8,999.19万 | 加仓 |
| QUAL | ISHARES TR | $1.89亿 | 7.92% | 985,890 | -37,897 | -3.7% | -$726.90万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $2.07亿 | 8.67% | 2,112,143 | 170,020 | 8.8% | $1,664.67万 | 加仓 |
| IEFA | ISHARES TR | $2.33亿 | 9.75% | 2,571,288 | 235,054 | 10.1% | $2,127.94万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $2.43亿 | 10.18% | 4,294,646 | 640,278 | 17.5% | $3,622.69万 | 加仓 |