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 |
|---|---|---|---|---|---|---|---|---|
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -3,234 | -100.0% | -$38.23万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -4,066 | -100.0% | -$27.71万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -1,100 | -100.0% | -$26.74万 | 清仓 |
| TGTX | TG THERAPEUTICS INC | $0 | 0.00% | 0 | -7,782 | -100.0% | -$25.85万 | 清仓 |
| AVY | AVERY DENNISON CORP | $0 | 0.00% | 0 | -1,488 | -100.0% | -$25.69万 | 清仓 |
| WEC | WEC ENERGY GROUP INC | $0 | 0.00% | 0 | -2,132 | -100.0% | -$24.69万 | 清仓 |
| HLNE | HAMILTON LANE INC | $0 | 0.00% | 0 | -2,235 | -100.0% | -$22.22万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -3,435 | -100.0% | -$21.55万 | 清仓 |
| VRSN | VERISIGN INC | $0 | 0.00% | 0 | -861 | -100.0% | -$21.38万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -7,527 | -100.0% | -$21.13万 | 清仓 |
| QUIK | QUICKLOGIC CORP | $0 | 0.00% | 0 | -21,534 | -100.0% | -$20.20万 | 清仓 |
| — | TRISALUS LIFE SCIENCES INC | $10.15万 | 0.00% | 22,303 | 0 | 0.0% | — | 不变 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $11.18万 | 0.00% | 10,105 | 10,105 | — | $11.18万 | 新建仓 |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | $13.45万 | 0.00% | 10,176 | 10,176 | — | $13.45万 | 新建仓 |
| SDGR | SCHRODINGER INC | $18.81万 | 0.01% | 11,576 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $20.00万 | 0.01% | 1,274 | -282 | -18.1% | -$4.43万 | 减仓 |
| VEEV | VEEVA SYS INC | $20.09万 | 0.01% | 1,132 | 0 | 0.0% | — | 重新持有 |
| AMT | AMERICAN TOWER CORP | $20.14万 | 0.01% | 1,231 | -506 | -29.1% | -$8.28万 | 减仓 |
| IYJ | ISHARES TR | $20.19万 | 0.01% | 1,211 | -431 | -26.2% | -$7.18万 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $20.25万 | 0.01% | 5,228 | -6,185 | -54.2% | -$23.95万 | 减仓 |
| XGDVX | GABELLI DIVID & INCOME TR | $20.34万 | 0.01% | 6,920 | 6,920 | — | $20.34万 | 新建仓 |
| MGK | VANGUARD WORLD FD | $20.44万 | 0.01% | 2,325 | -405 | -14.8% | -$3.56万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $20.77万 | 0.01% | 2,386 | 2,386 | — | $20.77万 | 新建仓 |
| ESGV | VANGUARD WORLD FD | $21.21万 | 0.01% | 1,604 | 1,604 | — | $21.21万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $21.78万 | 0.01% | 877 | -12 | -1.3% | -$2,980 | 减仓 |
| IJS | ISHARES TR | $21.95万 | 0.01% | 1,606 | 1,606 | — | $21.95万 | 新建仓 |
| KLAC | KLA CORP | $22.19万 | 0.01% | 736 | 736 | — | $22.19万 | 新建仓 |
| ITOT | ISHARES TR | $22.23万 | 0.01% | 1,353 | 6 | 0.4% | $986 | 重新持有 |
| FLS | FLOWSERVE CORP | $22.33万 | 0.01% | 3,011 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL ETF TRUST | $22.48万 | 0.01% | 6,103 | 0 | 0.0% | — | 不变 |
| ISCG | ISHARES TR | $22.55万 | 0.01% | 3,440 | 3,440 | — | $22.55万 | 新建仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $22.87万 | 0.01% | 2,574 | 0 | 0.0% | — | 不变 |
| IWY | ISHARES TR | $23.19万 | 0.01% | 798 | 798 | — | $23.19万 | 新建仓 |
| INTU | INTUIT | $23.20万 | 0.01% | 889 | -30 | -3.3% | -$7,830 | 减仓 |
| GM | GENERAL MTRS CO | $23.52万 | 0.01% | 3,051 | -103 | -3.3% | -$7,939 | 减仓 |
| MMT | ABERDEEN MULTI-MARKET INCOME | $23.71万 | 0.01% | 53,880 | 0 | 0.0% | — | 不变 |
| WASH | WASHINGTON TR BANCORP INC | $24.13万 | 0.01% | 6,615 | 0 | 0.0% | — | 不变 |
| — | HANCOCK JOHN PREM DIVID FD | $24.27万 | 0.01% | 18,742 | 0 | 0.0% | — | 不变 |
| SDOG | ALPS ETF TR | $24.90万 | 0.01% | 3,650 | 0 | 0.0% | — | 不变 |
| IBTI | ISHARES TR | $25.01万 | 0.01% | 11,297 | 22 | 0.2% | $487 | 加仓 |
| COP | CONOCOPHILLIPS | $25.24万 | 0.01% | 2,428 | -34 | -1.4% | -$3,535 | 减仓 |
| USMV | ISHARES TR | $25.66万 | 0.01% | 2,660 | -616 | -18.8% | -$5.94万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $26.33万 | 0.01% | 517 | -2 | -0.4% | -$1,018 | 减仓 |
| IDXX | IDEXX LABS INC | $26.48万 | 0.01% | 503 | 129 | 34.5% | $6.79万 | 加仓 |
| MMM | 3M CO | $26.65万 | 0.01% | 1,646 | 0 | 0.0% | — | 不变 |
| CCJ | CAMECO CORP | $26.91万 | 0.01% | 2,642 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $27.02万 | 0.01% | 13,053 | -15 | -0.1% | -$311 | 减仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $27.57万 | 0.01% | 1,055 | -14 | -1.3% | -$3,659 | 减仓 |
| TGT | TARGET CORP | $27.60万 | 0.01% | 2,113 | 4 | 0.2% | $522 | 加仓 |
| PFM | INVESCO EXCHANGE TRADED FD T | $27.73万 | 0.01% | 5,000 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD SCOTTSDALE FDS | $28.03万 | 0.01% | 4,752 | -478 | -9.1% | -$2.82万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $28.04万 | 0.01% | 6,623 | 386 | 6.2% | $1.63万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $28.19万 | 0.01% | 751 | -52 | -6.5% | -$1.95万 | 减仓 |
| BA | BOEING CO | $28.61万 | 0.01% | 1,322 | 100 | 8.2% | $2.16万 | 加仓 |
| IT | GARTNER INC | $28.91万 | 0.01% | 2,230 | -1,741 | -43.8% | -$22.57万 | 减仓 |
| ESGD | ISHARES TR | $29.15万 | 0.01% | 2,835 | 5 | 0.2% | $514 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $29.20万 | 0.01% | 5,169 | 6 | 0.1% | $339 | 加仓 |
| OKTA | OKTA INC | $29.81万 | 0.01% | 2,185 | 2,185 | — | $29.81万 | 新建仓 |
| A | AGILENT TECHNOLOGIES INC | $29.97万 | 0.01% | 2,256 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $30.46万 | 0.01% | 1,237 | -10 | -0.8% | -$2,462 | 减仓 |
| FDX | FEDEX CORP | $30.56万 | 0.01% | 976 | -7 | -0.7% | -$2,192 | 减仓 |
| VV | VANGUARD INDEX FDS | $30.64万 | 0.01% | 891 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC | $31.42万 | 0.01% | 561 | -38 | -6.3% | -$2.13万 | 减仓 |
| SMH | VANECK ETF TRUST | $31.63万 | 0.01% | 482 | 482 | — | $31.63万 | 新建仓 |
| PLD | PROLOGIS INC. | $32.10万 | 0.01% | 2,369 | -214 | -8.3% | -$2.90万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $32.42万 | 0.01% | 3,584 | -43 | -1.2% | -$3,890 | 减仓 |
| INTC | INTEL CORP | $32.59万 | 0.01% | 2,334 | -4,219 | -64.4% | -$58.91万 | 重新持有 |
| DNP | DNP SELECT INCOME FD INC | $32.73万 | 0.01% | 30,330 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $33.33万 | 0.01% | 2,101 | -12 | -0.6% | -$1,904 | 减仓 |
| IJK | ISHARES TR | $33.69万 | 0.01% | 2,867 | -315 | -9.9% | -$3.70万 | 减仓 |
| BROS | DUTCH BROS INC | $33.82万 | 0.01% | 4,710 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $33.89万 | 0.01% | 3,937 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $34.56万 | 0.01% | 595 | 595 | — | $34.56万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $34.92万 | 0.01% | 1,024 | 1,024 | — | $34.92万 | 新建仓 |
| CVS | CVS HEALTH CORP | $35.07万 | 0.01% | 3,390 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $35.28万 | 0.01% | 2,252 | -46 | -2.0% | -$7,206 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $35.64万 | 0.01% | 11,275 | -170 | -1.5% | -$5,374 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $35.69万 | 0.01% | 3,059 | -56 | -1.8% | -$6,534 | 减仓 |
| MKC | MCCORMICK & CO INC | $35.79万 | 0.01% | 7,099 | -1,207 | -14.5% | -$6.09万 | 减仓 |
| HALO | HALOZYME THERAPEUTICS INC | $36.54万 | 0.01% | 4,668 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $36.57万 | 0.01% | 2,340 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $37.24万 | 0.01% | 1,565 | 383 | 32.4% | $9.11万 | 加仓 |
| ADI | ANALOG DEVICES INC | $38.01万 | 0.01% | 957 | -35 | -3.5% | -$1.39万 | 减仓 |
| TFX | TELEFLEX INCORPORATED | $38.18万 | 0.01% | 3,012 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $38.98万 | 0.01% | 8,598 | -603 | -6.6% | -$2.73万 | 减仓 |
| DON | WISDOMTREE TR | $39.65万 | 0.01% | 7,015 | -11,691 | -62.5% | -$66.08万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $40.33万 | 0.01% | 13,927 | 4,999 | 56.0% | $14.48万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $40.62万 | 0.02% | 1,672 | 617 | 58.5% | $14.99万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $40.79万 | 0.02% | 1,500 | 0 | 0.0% | — | 重新持有 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $40.96万 | 0.02% | 1,170 | 1,170 | — | $40.96万 | 新建仓 |
| FICO | FAIR ISAAC CORP | $41.22万 | 0.02% | 345 | -2 | -0.6% | -$2,390 | 减仓 |
| CSL | CARLISLE COS INC | $41.72万 | 0.02% | 1,150 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD | $41.81万 | 0.02% | 1,760 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $41.89万 | 0.02% | 2,350 | -50 | -2.1% | -$8,912 | 减仓 |
| SYK | STRYKER CORPORATION | $42.25万 | 0.02% | 1,342 | -6 | -0.4% | -$1,889 | 减仓 |
| EFG | ISHARES TR | $42.58万 | 0.02% | 3,422 | -160 | -4.5% | -$1.99万 | 减仓 |
| — | INVESCO ACTIVELY MANAGED EXC | $42.92万 | 0.02% | 10,482 | 0 | 0.0% | — | 不变 |
| TD | TORONTO DOMINION BK ONT | $42.98万 | 0.02% | 3,539 | -105 | -2.9% | -$1.28万 | 减仓 |
| IAU | ISHARES GOLD TR | $43.88万 | 0.02% | 5,811 | 1,100 | 23.3% | $8.31万 | 加仓 |
| C | CITIGROUP INC | $44.22万 | 0.02% | 3,160 | 1 | 0.0% | $140 | 加仓 |