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 |
|---|---|---|---|---|---|---|---|---|
| DIA | STATE STR SPDR DOW JONES IND | $191.44万 | 0.08% | 4,133 | 255 | 6.6% | $11.81万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $191.29万 | 0.08% | 41,932 | -1,808 | -4.1% | -$8.25万 | 减仓 |
| SNA | SNAP ON INC | $189.60万 | 0.08% | 5,220 | -43 | -0.8% | -$1.56万 | 减仓 |
| GEV | GE VERNOVA INC | $179.13万 | 0.08% | 2,052 | 54 | 2.7% | $4.71万 | 加仓 |
| ABBV | ABBVIE INC | $178.04万 | 0.07% | 8,186 | 19 | 0.2% | $4,132 | 加仓 |
| APH | AMPHENOL CORP | $173.12万 | 0.07% | 13,702 | 97 | 0.7% | $1.23万 | 加仓 |
| CMI | CUMMINS INC | $172.92万 | 0.07% | 3,214 | -446 | -12.2% | -$24.00万 | 减仓 |
| PFF | ISHARES TR | $169.54万 | 0.07% | 55,916 | -18,124 | -24.5% | -$54.95万 | 减仓 |
| ORCL | ORACLE CORP | $166.00万 | 0.07% | 11,284 | -1,242 | -9.9% | -$18.27万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $165.97万 | 0.07% | 5,075 | -49 | -1.0% | -$1.60万 | 减仓 |
| AXS | AXIS CAP HLDGS LTD | $163.68万 | 0.07% | 16,140 | 1,594 | 11.0% | $16.16万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $161.69万 | 0.07% | 17,516 | -492 | -2.7% | -$4.54万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $159.32万 | 0.07% | 5,888 | -670 | -10.2% | -$18.13万 | 减仓 |
| MTB | M & T BK CORP | $158.02万 | 0.07% | 7,644 | -1,331 | -14.8% | -$27.51万 | 减仓 |
| CI | THE CIGNA GROUP | $157.15万 | 0.07% | 5,891 | -567 | -8.8% | -$15.13万 | 减仓 |
| TSLA | TESLA INC | $157.08万 | 0.07% | 4,226 | 1,192 | 39.3% | $44.31万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $156.27万 | 0.07% | 7,691 | -156 | -2.0% | -$3.17万 | 减仓 |
| TOTL | SSGA ACTIVE ETF TR | $153.67万 | 0.06% | 38,679 | -502 | -1.3% | -$1.99万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $153.44万 | 0.06% | 20,432 | -398 | -1.9% | -$2.99万 | 减仓 |
| VPU | VANGUARD WORLD FD | $152.90万 | 0.06% | 7,717 | -3,214 | -29.4% | -$63.68万 | 减仓 |
| IWO | ISHARES TR | $152.59万 | 0.06% | 4,862 | -426 | -8.1% | -$13.37万 | 减仓 |
| MCD | MCDONALDS CORP | $151.60万 | 0.06% | 4,878 | -426 | -8.0% | -$13.24万 | 减仓 |
| CVX | CHEVRON CORPORATION | $149.55万 | 0.06% | 7,228 | -483 | -6.3% | -$9.99万 | 减仓 |
| BAC | BANK AMERICA CORP | $147.62万 | 0.06% | 30,281 | -269 | -0.9% | -$1.31万 | 减仓 |
| IWD | ISHARES TR | $145.10万 | 0.06% | 6,791 | 670 | 10.9% | $14.32万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $144.26万 | 0.06% | 37,123 | -170 | -0.5% | -$6,606 | 减仓 |
| IWR | ISHARES TR | $140.68万 | 0.06% | 14,469 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $133.31万 | 0.06% | 7,031 | -775 | -9.9% | -$14.69万 | 减仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $128.30万 | 0.05% | 11,947 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $128.00万 | 0.05% | 6,457 | 60 | 0.9% | $1.19万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $127.75万 | 0.05% | 1,427 | 62 | 4.5% | $5.55万 | 加仓 |
| BX | BLACKSTONE INC | $127.28万 | 0.05% | 11,069 | -568 | -4.9% | -$6.53万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $123.63万 | 0.05% | 3,445 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $122.29万 | 0.05% | 11,031 | 378 | 3.5% | $4.19万 | 加仓 |
| FAST | FASTENAL CO | $119.74万 | 0.05% | 25,807 | -411 | -1.6% | -$1.91万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $118.47万 | 0.05% | 2,653 | 5 | 0.2% | $2,233 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $118.17万 | 0.05% | 4,540 | -645 | -12.4% | -$16.79万 | 减仓 |
| MRK | MERCK & CO INC | $117.60万 | 0.05% | 9,776 | 562 | 6.1% | $6.76万 | 加仓 |
| HUBB | HUBBELL INC | $116.50万 | 0.05% | 2,374 | -6 | -0.3% | -$2,944 | 减仓 |
| CSCO | CISCO SYS INC | $115.27万 | 0.05% | 14,857 | -1,810 | -10.9% | -$14.04万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $113.12万 | 0.05% | 13,671 | 13,671 | — | $113.12万 | 新建仓 |
| BLK | BLACKROCK INC | $112.97万 | 0.05% | 1,175 | 11 | 0.9% | $1.06万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $111.93万 | 0.05% | 11,834 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $111.40万 | 0.05% | 18,184 | 18,184 | — | $111.40万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $109.94万 | 0.05% | 22,268 | 10,862 | 95.2% | $53.63万 | 加仓 |
| ULS | UL SOLUTIONS INC | $108.95万 | 0.05% | 12,712 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $108.58万 | 0.05% | 2,173 | 18 | 0.8% | $8,994 | 加仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $108.05万 | 0.05% | 30,231 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $106.79万 | 0.04% | 7,854 | 74 | 1.0% | $1.01万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $106.79万 | 0.04% | 5,385 | -927 | -14.7% | -$18.38万 | 减仓 |
| CB | CHUBB LTD SWITZ | $105.06万 | 0.04% | 3,223 | -411 | -11.3% | -$13.40万 | 减仓 |
| MBB | ISHARES TR | $100.00万 | 0.04% | 10,532 | 10,532 | — | $100.00万 | 新建仓 |
| EEM | ISHARES TR | $99.87万 | 0.04% | 17,586 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $99.57万 | 0.04% | 4,214 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $99.46万 | 0.04% | 10,019 | -968 | -8.8% | -$9.61万 | 减仓 |
| DES | WISDOMTREE TR | $99.00万 | 0.04% | 27,545 | 0 | 0.0% | — | 不变 |
| DON | WISDOMTREE TR | $98.28万 | 0.04% | 18,706 | -3,597 | -16.1% | -$18.90万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $97.97万 | 0.04% | 12,694 | 48 | 0.4% | $3,705 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $97.65万 | 0.04% | 3,348 | 329 | 10.9% | $9.60万 | 加仓 |
| ACWV | ISHARES INC | $97.42万 | 0.04% | 8,152 | 8,152 | — | $97.42万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $96.24万 | 0.04% | 9,374 | -709 | -7.0% | -$7.28万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $93.00万 | 0.04% | 1,099 | 11 | 1.0% | $9,309 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $92.04万 | 0.04% | 30,000 | 400 | 1.4% | $1.23万 | 加仓 |
| MDYG | SPDR SERIES TRUST | $91.70万 | 0.04% | 9,556 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $91.63万 | 0.04% | 9,530 | -50 | -0.5% | -$4,807 | 减仓 |
| GLD | SPDR GOLD TR | $90.88万 | 0.04% | 2,112 | 147 | 7.5% | $6.33万 | 加仓 |
| IVE | ISHARES TR | $90.46万 | 0.04% | 4,284 | -231 | -5.1% | -$4.88万 | 减仓 |
| — | HORIZON TECHNOLOGY FIN CORP | $90.01万 | 0.04% | 213,811 | 969 | 0.5% | $4,079 | 加仓 |
| AME | AMETEK INC | $89.74万 | 0.04% | 4,186 | 978 | 30.5% | $20.97万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $88.29万 | 0.04% | 4,791 | -73 | -1.5% | -$1.35万 | 减仓 |
| VLO | VALERO ENERGY CORP | $87.61万 | 0.04% | 3,546 | 1,563 | 78.8% | $38.62万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $86.36万 | 0.04% | 17,000 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $86.23万 | 0.04% | 8,248 | -2 | -0.0% | -$209 | 减仓 |
| DE | DEERE & CO | $86.02万 | 0.04% | 1,527 | 108 | 7.6% | $6.08万 | 加仓 |
| CSX | CSX CORP | $85.44万 | 0.04% | 20,814 | 3,300 | 18.8% | $13.55万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $85.32万 | 0.04% | 8,830 | -965 | -9.9% | -$9.32万 | 减仓 |
| ESGE | ISHARES INC | $83.03万 | 0.03% | 18,260 | -1,914 | -9.5% | -$8.70万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $81.41万 | 0.03% | 3,759 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $81.33万 | 0.03% | 2,537 | -23 | -0.9% | -$7,373 | 减仓 |
| TXN | TEXAS INSTRS INC | $78.98万 | 0.03% | 4,068 | -77 | -1.9% | -$1.49万 | 减仓 |
| ECL | ECOLAB INC | $78.20万 | 0.03% | 2,940 | -53 | -1.8% | -$1.41万 | 减仓 |
| HAL | HALLIBURTON CO | $75.98万 | 0.03% | 19,486 | 83 | 0.4% | $3,236 | 加仓 |
| AON | AON PLC | $75.66万 | 0.03% | 2,344 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $75.39万 | 0.03% | 9,913 | 522 | 5.6% | $3.97万 | 加仓 |
| VHT | VANGUARD WORLD FD | $74.51万 | 0.03% | 2,736 | -82 | -2.9% | -$2.23万 | 减仓 |
| IWN | ISHARES TR | $74.28万 | 0.03% | 3,918 | -470 | -10.7% | -$8.91万 | 减仓 |
| IJJ | ISHARES TR | $73.83万 | 0.03% | 5,572 | 0 | 0.0% | — | 不变 |
| IHI | ISHARES TR | $73.63万 | 0.03% | 13,802 | -81 | -0.6% | -$4,321 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $73.52万 | 0.03% | 5,436 | -1,881 | -25.7% | -$25.44万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $73.21万 | 0.03% | 2,744 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $71.94万 | 0.03% | 9,769 | -4,203 | -30.1% | -$30.95万 | 减仓 |
| ASML | ASML HLDG NV | $71.86万 | 0.03% | 544 | -31 | -5.4% | -$4.09万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $70.55万 | 0.03% | 1,693 | -280 | -14.2% | -$11.67万 | 减仓 |
| GLP | GLOBAL PARTNERS LP | $70.09万 | 0.03% | 16,649 | 12,324 | 284.9% | $51.88万 | 重新持有 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $70.02万 | 0.03% | 11,413 | -6,099 | -34.8% | -$37.42万 | 减仓 |
| ALC | ALCON AG | $69.44万 | 0.03% | 9,216 | -13 | -0.1% | -$980 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $68.48万 | 0.03% | 2,264 | 27 | 1.2% | $8,167 | 加仓 |
| FIX | COMFORT SYS USA INC | $67.29万 | 0.03% | 488 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $65.83万 | 0.03% | 2,266 | -36 | -1.6% | -$1.05万 | 减仓 |
| PWR | QUANTA SVCS INC | $65.59万 | 0.03% | 1,195 | -65 | -5.2% | -$3.57万 | 减仓 |