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 |
|---|---|---|---|---|---|---|---|---|
| ABBV | ABBVIE INC | $214.38万 | 0.08% | 8,519 | 333 | 4.1% | $8.38万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $208.87万 | 0.08% | 4,166 | -434 | -9.4% | -$21.76万 | 减仓 |
| AMGN | AMGEN INC | $206.99万 | 0.08% | 5,716 | -55 | -1.0% | -$1.99万 | 减仓 |
| SNA | SNAP ON INC | $204.46万 | 0.08% | 5,081 | -139 | -2.7% | -$5.59万 | 减仓 |
| GLW | CORNING INC | $200.75万 | 0.07% | 7,859 | 5 | 0.1% | $1,277 | 加仓 |
| CMI | CUMMINS INC | $200.70万 | 0.07% | 2,814 | -400 | -12.4% | -$28.53万 | 减仓 |
| WMT | WALMART INC | $195.79万 | 0.07% | 17,287 | -47 | -0.3% | -$5,323 | 减仓 |
| AMP | AMERIPRISE FINL INC | $192.56万 | 0.07% | 4,197 | -161 | -3.7% | -$7.39万 | 减仓 |
| IWO | ISHARES TR | $191.57万 | 0.07% | 4,863 | 1 | 0.0% | $394 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $186.81万 | 0.07% | 5,041 | -34 | -0.7% | -$1.26万 | 减仓 |
| PEP | PEPSICO INC | $183.66万 | 0.07% | 13,564 | -16 | -0.1% | -$2,166 | 减仓 |
| BAC | BANK OF AMER CORP | $182.62万 | 0.07% | 32,049 | 1,768 | 5.8% | $10.07万 | 加仓 |
| MTB | M & T BK CORP | $181.93万 | 0.07% | 7,644 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $181.89万 | 0.07% | 15,486 | 629 | 4.2% | $7.39万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $175.04万 | 0.06% | 7,816 | 125 | 1.6% | $2.80万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $174.07万 | 0.06% | 3,516 | 71 | 2.1% | $3.52万 | 加仓 |
| AXS | AXIS CAP HLDGS LTD | $173.41万 | 0.06% | 16,140 | 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 |
| — | DIMENSIONAL ETF TRUST | $164.68万 | 0.06% | 37,123 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $162.68万 | 0.06% | 11,100 | -184 | -1.6% | -$2.70万 | 减仓 |
| IWR | ISHARES TR | $159.62万 | 0.06% | 14,469 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $156.85万 | 0.06% | 17,033 | -483 | -2.8% | -$4.45万 | 减仓 |
| TSLA | TESLA INC | $153.56万 | 0.06% | 3,651 | -575 | -13.6% | -$24.18万 | 减仓 |
| TOTL | SSGA ACTIVE ETF TR | $152.96万 | 0.06% | 38,753 | 74 | 0.2% | $2,921 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $147.56万 | 0.05% | 32,438 | -9,494 | -22.6% | -$43.19万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $147.54万 | 0.05% | 25,350 | 25,350 | — | $147.54万 | 新建仓 |
| IWD | ISHARES TR | $146.54万 | 0.05% | 6,045 | -746 | -11.0% | -$18.08万 | 减仓 |
| CI | THE CIGNA GROUP | $143.92万 | 0.05% | 5,221 | -670 | -11.4% | -$18.47万 | 减仓 |
| QCOM | QUALCOMM INC | $142.93万 | 0.05% | 7,735 | 3,896 | 101.5% | $71.99万 | 加仓 |
| PGR | PROGRESSIVE CORP | $136.74万 | 0.05% | 6,260 | -197 | -3.1% | -$4.30万 | 减仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $135.98万 | 0.05% | 11,947 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $134.56万 | 0.05% | 4,978 | 100 | 2.1% | $2.70万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $133.52万 | 0.05% | 1,365 | -62 | -4.3% | -$6.06万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $131.53万 | 0.05% | 2,648 | -5 | -0.2% | -$2,484 | 减仓 |
| PFF | ISHARES TR | $130.92万 | 0.05% | 42,940 | -12,976 | -23.2% | -$39.56万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $129.12万 | 0.05% | 11,834 | 0 | 0.0% | — | 不变 |
| ULS | UL SOLUTIONS INC | $128.38万 | 0.05% | 12,604 | -108 | -0.8% | -$1.10万 | 减仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $127.91万 | 0.05% | 30,231 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $126.96万 | 0.05% | 10,790 | -279 | -2.5% | -$3.28万 | 减仓 |
| MRK | MERCK & CO INC | $124.82万 | 0.05% | 9,714 | -62 | -0.6% | -$7,967 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $123.13万 | 0.05% | 22,968 | 700 | 3.1% | $3.75万 | 加仓 |
| HUBB | HUBBELL INC | $121.38万 | 0.04% | 2,320 | -54 | -2.3% | -$2.83万 | 减仓 |
| VPU | VANGUARD WORLD FD | $120.91万 | 0.04% | 6,177 | -1,540 | -20.0% | -$30.14万 | 减仓 |
| DHR | DANAHER CORP DEL | $119.16万 | 0.04% | 6,256 | -775 | -11.0% | -$14.76万 | 减仓 |
| ASML | ASML HLDG NV | $117.97万 | 0.04% | 593 | 49 | 9.0% | $9.75万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $114.85万 | 0.04% | 13,896 | 225 | 1.6% | $1.86万 | 加仓 |
| FAST | FASTENAL CO | $113.01万 | 0.04% | 23,530 | -2,277 | -8.8% | -$10.94万 | 减仓 |
| CVX | CHEVRON CORPORATION | $112.35万 | 0.04% | 6,778 | -450 | -6.2% | -$7.46万 | 减仓 |
| DES | WISDOMTREE TR | $112.05万 | 0.04% | 27,545 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $111.19万 | 0.04% | 1,099 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $110.68万 | 0.04% | 2,155 | -18 | -0.8% | -$9,245 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $110.60万 | 0.04% | 10,324 | -707 | -6.4% | -$7.57万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $110.25万 | 0.04% | 3,340 | -8 | -0.2% | -$2,641 | 减仓 |
| BLK | BLACKROCK INC | $108.62万 | 0.04% | 1,130 | -45 | -3.8% | -$4.33万 | 减仓 |
| MDYG | SPDR SERIES TRUST | $107.11万 | 0.04% | 9,556 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $106.83万 | 0.04% | 1,107 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES INC | $105.95万 | 0.04% | 19,372 | 1,112 | 6.1% | $6.08万 | 加仓 |
| MBB | ISHARES TR | $105.48万 | 0.04% | 11,159 | 627 | 6.0% | $5.93万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $105.44万 | 0.04% | 3,898 | -642 | -14.1% | -$17.37万 | 减仓 |
| ACWV | ISHARES INC | $104.95万 | 0.04% | 8,729 | 577 | 7.1% | $6.94万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $103.36万 | 0.04% | 8,676 | -154 | -1.7% | -$1.83万 | 减仓 |
| — | HORIZON TECHNOLOGY FIN CORP | $101.46万 | 0.04% | 214,509 | 698 | 0.3% | $3,302 | 加仓 |
| AME | AMETEK INC | $99.66万 | 0.04% | 4,119 | -67 | -1.6% | -$1.62万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $99.23万 | 0.04% | 18,684 | 500 | 2.7% | $2.66万 | 加仓 |
| CSX | CSX CORP | $98.93万 | 0.04% | 20,814 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $97.40万 | 0.04% | 9,840 | -179 | -1.8% | -$1.77万 | 减仓 |
| IVE | ISHARES TR | $97.27万 | 0.04% | 4,284 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL INC | $96.43万 | 0.04% | 4,307 | -5,050 | -54.0% | -$113.07万 | 减仓 |
| SUSA | ISHARES TR | $95.78万 | 0.04% | 6,207 | 1,947 | 45.7% | $30.04万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $95.22万 | 0.04% | 4,307 | 4,307 | — | $95.22万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $95.13万 | 0.04% | 30,000 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $92.85万 | 0.03% | 4,211 | -3 | -0.1% | -$661 | 减仓 |
| VLO | VALERO ENERGY CORP | $92.35万 | 0.03% | 3,546 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $90.64万 | 0.03% | 11,818 | -876 | -6.9% | -$6.72万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $90.62万 | 0.03% | 785 | -48 | -5.8% | -$5.54万 | 减仓 |
| EEM | ISHARES TR | $89.25万 | 0.03% | 13,046 | -4,540 | -25.8% | -$31.06万 | 减仓 |
| DE | DEERE & CO | $89.19万 | 0.03% | 1,406 | -121 | -7.9% | -$7.68万 | 减仓 |
| TXN | TEXAS INSTRS INC | $89.18万 | 0.03% | 2,992 | -1,076 | -26.5% | -$32.07万 | 减仓 |
| IWN | ISHARES TR | $88.88万 | 0.03% | 4,018 | 100 | 2.6% | $2.21万 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $88.16万 | 0.03% | 52,792 | 52,792 | — | $88.16万 | 新建仓 |
| VOE | VANGUARD INDEX FDS | $87.58万 | 0.03% | 4,432 | -359 | -7.5% | -$7.09万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $86.94万 | 0.03% | 2,525 | -12 | -0.5% | -$4,132 | 减仓 |
| PWR | QUANTA SVCS INC | $86.02万 | 0.03% | 1,195 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $84.80万 | 0.03% | 2,302 | 190 | 9.0% | $7.00万 | 加仓 |
| SOXX | ISHARES TR | $84.13万 | 0.03% | 1,313 | 179 | 15.8% | $11.47万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $84.11万 | 0.03% | 3,664 | -95 | -2.5% | -$2.18万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $82.72万 | 0.03% | 17,000 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $82.32万 | 0.03% | 5,572 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $81.27万 | 0.03% | 8,186 | -62 | -0.8% | -$6,155 | 减仓 |
| CB | CHUBB LIMITED | $80.40万 | 0.03% | 2,360 | -863 | -26.8% | -$29.40万 | 减仓 |
| ECL | ECOLAB INC | $78.86万 | 0.03% | 2,830 | -110 | -3.7% | -$3.07万 | 减仓 |
| VHT | VANGUARD WORLD FD | $78.26万 | 0.03% | 2,617 | -119 | -4.3% | -$3.56万 | 减仓 |
| GLP | GLOBAL PARTNERS LP | $77.57万 | 0.03% | 16,649 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $77.48万 | 0.03% | 8,538 | -836 | -8.9% | -$7.59万 | 减仓 |
| KO | COCA COLA CO | $77.43万 | 0.03% | 9,528 | -385 | -3.9% | -$3.13万 | 减仓 |
| AMAT | APPLIED MATLS INC | $77.15万 | 0.03% | 1,067 | 270 | 33.9% | $19.52万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $76.58万 | 0.03% | 2,264 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC | $74.76万 | 0.03% | 2,670 | -74 | -2.7% | -$2.07万 | 减仓 |
| NFLX | NETFLIX INC. | $74.49万 | 0.03% | 10,433 | 903 | 9.5% | $6.45万 | 加仓 |
| AON | AON PLC | $74.43万 | 0.03% | 2,244 | -100 | -4.3% | -$3.32万 | 减仓 |