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 |
|---|---|---|---|---|---|---|---|---|
| WM | WASTE MGMT INC DEL | $64.55万 | 0.03% | 2,809 | -35 | -1.2% | -$8,044 | 减仓 |
| INDA | ISHARES TR | $64.47万 | 0.03% | 13,764 | -2,691 | -16.4% | -$12.60万 | 减仓 |
| CWB | SPDR SERIES TRUST | $63.97万 | 0.03% | 6,990 | 0 | 0.0% | — | 不变 |
| IT | GARTNER INC | $62.88万 | 0.03% | 3,971 | -1,571 | -28.3% | -$24.88万 | 减仓 |
| MS | MORGAN STANLEY | $62.14万 | 0.03% | 3,776 | -936 | -19.9% | -$15.40万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $62.07万 | 0.03% | 11,325 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $61.95万 | 0.03% | 4,728 | -400 | -7.8% | -$5.24万 | 减仓 |
| IYF | ISHARES TR | $61.71万 | 0.03% | 5,244 | 23 | 0.4% | $2,706 | 加仓 |
| IEF | ISHARES TR | $60.81万 | 0.03% | 6,372 | 6,372 | — | $60.81万 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC | $60.08万 | 0.03% | 3,464 | -681 | -16.4% | -$11.81万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $59.35万 | 0.02% | 23,147 | 320 | 1.4% | $8,205 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $59.14万 | 0.02% | 765 | 4 | 0.5% | $3,092 | 加仓 |
| WFC | WELLS FARGO & CO | $58.92万 | 0.02% | 7,401 | 274 | 3.8% | $2.18万 | 加仓 |
| DIS | DISNEY WALT CO | $58.14万 | 0.02% | 6,032 | -153 | -2.5% | -$1.47万 | 减仓 |
| FLOT | ISHARES TR | $56.46万 | 0.02% | 11,082 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES TR | $56.28万 | 0.02% | 4,260 | 336 | 8.6% | $4.44万 | 加仓 |
| XYL | XYLEM INC | $55.91万 | 0.02% | 4,679 | -55 | -1.2% | -$6,573 | 减仓 |
| ETN | EATON CORP PLC | $55.08万 | 0.02% | 1,540 | 105 | 7.3% | $3.76万 | 加仓 |
| ES | EVERSOURCE ENERGY | $54.15万 | 0.02% | 7,816 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $53.61万 | 0.02% | 4,367 | 18 | 0.4% | $2,210 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $53.03万 | 0.02% | 5,428 | 102 | 1.9% | $9,964 | 加仓 |
| VIS | VANGUARD WORLD FD | $52.93万 | 0.02% | 1,695 | -848 | -33.3% | -$26.48万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $51.85万 | 0.02% | 11,445 | -5,875 | -33.9% | -$26.61万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $51.65万 | 0.02% | 10,866 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $51.61万 | 0.02% | 1,120 | -188 | -14.4% | -$8.66万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $50.92万 | 0.02% | 3,889 | 3,889 | — | $50.92万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $50.18万 | 0.02% | 8,705 | 1,447 | 19.9% | $8.34万 | 加仓 |
| PSX | PHILLIPS 66 | $49.97万 | 0.02% | 2,743 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $49.44万 | 0.02% | 3,839 | 15 | 0.4% | $1,932 | 加仓 |
| IBB | ISHARES TR | $49.25万 | 0.02% | 2,917 | 514 | 21.4% | $8.68万 | 加仓 |
| EQIX | EQUINIX INC | $48.91万 | 0.02% | 499 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $48.59万 | 0.02% | 5,424 | 128 | 2.4% | $1.15万 | 加仓 |
| IUSG | ISHARES TR | $48.47万 | 0.02% | 3,125 | 2 | 0.1% | $310 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $48.15万 | 0.02% | 818 | -8 | -1.0% | -$4,709 | 减仓 |
| REZ | ISHARES TR | $47.85万 | 0.02% | 5,750 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $47.69万 | 0.02% | 2,418 | 2,418 | — | $47.69万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $45.57万 | 0.02% | 3,115 | 256 | 9.0% | $3.74万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $44.77万 | 0.02% | 2,708 | 2,708 | — | $44.77万 | 新建仓 |
| SYK | STRYKER CORPORATION | $44.29万 | 0.02% | 1,348 | 6 | 0.4% | $1,972 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $43.37万 | 0.02% | 1,107 | -31 | -2.7% | -$1.21万 | 减仓 |
| CRM | SALESFORCE INC | $42.90万 | 0.02% | 2,298 | 13 | 0.6% | $2,427 | 加仓 |
| HEI | HEICO CORP NEW | $42.69万 | 0.02% | 1,557 | -68 | -4.2% | -$1.86万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $42.61万 | 0.02% | 1,242 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $42.22万 | 0.02% | 9,201 | 438 | 5.0% | $2.01万 | 加仓 |
| MKC | MCCORMICK & CO INC | $41.90万 | 0.02% | 8,306 | -19 | -0.2% | -$958 | 减仓 |
| IAU | ISHARES GOLD TR | $41.53万 | 0.02% | 4,711 | 4,711 | — | $41.53万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $40.88万 | 0.02% | 3,076 | 3,076 | — | $40.88万 | 新建仓 |
| GRMN | GARMIN LTD | $40.83万 | 0.02% | 1,760 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $40.42万 | 0.02% | 96 | -11 | -10.3% | -$4.63万 | 减仓 |
| EFG | ISHARES TR | $39.89万 | 0.02% | 3,582 | 249 | 7.5% | $2.77万 | 加仓 |
| INTU | INTUIT | $39.74万 | 0.02% | 919 | -230 | -20.0% | -$9.94万 | 减仓 |
| — | INVESCO ACTIVELY MANAGED EXC | $39.61万 | 0.02% | 10,482 | 0 | 0.0% | — | 不变 |
| CSL | CARLISLE COS INC | $38.37万 | 0.02% | 1,150 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $38.23万 | 0.02% | 3,234 | -1,027 | -24.1% | -$12.14万 | 减仓 |
| T | AT&T INC | $37.89万 | 0.02% | 13,068 | 1,795 | 15.9% | $5.20万 | 加仓 |
| SOXX | ISHARES TR | $37.27万 | 0.02% | 1,134 | -1,200 | -51.4% | -$39.44万 | 减仓 |
| FICO | FAIR ISAAC CORP | $37.04万 | 0.02% | 347 | -30 | -8.0% | -$3.20万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $36.39万 | 0.02% | 12,513 | 0 | 0.0% | — | 不变 |
| TFX | TELEFLEX INCORPORATED | $36.03万 | 0.02% | 3,012 | 0 | 0.0% | — | 不变 |
| DMXF | ISHARES TR | $35.92万 | 0.02% | 4,761 | 327 | 7.4% | $2.47万 | 加仓 |
| C | CITIGROUP INC | $35.82万 | 0.02% | 3,159 | 280 | 9.7% | $3.18万 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $35.60万 | 0.01% | 3,937 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $35.43万 | 0.01% | 2,340 | 345 | 17.3% | $5.22万 | 加仓 |
| FDX | FEDEX CORP | $35.01万 | 0.01% | 983 | 983 | — | $35.01万 | 新建仓 |
| PLD | PROLOGIS INC. | $34.14万 | 0.01% | 2,583 | -801 | -23.7% | -$10.59万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $34.00万 | 0.01% | 3,644 | 105 | 3.0% | $9,798 | 加仓 |
| LRCX | LAM RESEARCH CORP | $33.10万 | 0.01% | 1,549 | 1,549 | — | $33.10万 | 新建仓 |
| COP | CONOCOPHILLIPS | $32.50万 | 0.01% | 2,462 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC | $32.29万 | 0.01% | 599 | -12 | -2.0% | -$6,468 | 减仓 |
| IJK | ISHARES TR | $32.02万 | 0.01% | 3,182 | 182 | 6.1% | $1.83万 | 加仓 |
| VST | VISTRA CORP | $31.76万 | 0.01% | 2,113 | 2,113 | — | $31.76万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $31.56万 | 0.01% | 992 | 48 | 5.1% | $1.53万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $31.38万 | 0.01% | 519 | -354 | -40.5% | -$21.41万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $31.31万 | 0.01% | 6,237 | 1,492 | 31.4% | $7.49万 | 重新持有 |
| DNP | DNP SELECT INCOME FD INC | $31.24万 | 0.01% | 30,330 | 30,330 | — | $31.24万 | 新建仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $31.14万 | 0.01% | 5,230 | 0 | 0.0% | — | 不变 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $31.08万 | 0.01% | 1,069 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $30.38万 | 0.01% | 3,276 | 0 | 0.0% | — | 不变 |
| HALO | HALOZYME THERAPEUTICS INC | $30.17万 | 0.01% | 4,668 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $29.97万 | 0.01% | 1,737 | -219 | -11.2% | -$3.78万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $29.27万 | 0.01% | 5,163 | 5,163 | — | $29.27万 | 新建仓 |
| EW | EDWARDS LIFESCIENCES CORP | $29.05万 | 0.01% | 3,627 | -879 | -19.5% | -$7.04万 | 减仓 |
| CCJ | CAMECO CORP | $28.69万 | 0.01% | 2,642 | 2,642 | — | $28.69万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $28.14万 | 0.01% | 833 | 73 | 9.6% | $2.47万 | 加仓 |
| SLV | ISHARES SILVER TR | $27.71万 | 0.01% | 4,066 | -874 | -17.7% | -$5.96万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $27.35万 | 0.01% | 5,830 | 5,830 | — | $27.35万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $27.24万 | 0.01% | 797 | 797 | — | $27.24万 | 新建仓 |
| ESGD | ISHARES TR | $27.06万 | 0.01% | 2,830 | -13 | -0.5% | -$1,243 | 减仓 |
| ADBE | ADOBE INC | $26.74万 | 0.01% | 1,100 | -308 | -21.9% | -$7.49万 | 减仓 |
| VV | VANGUARD INDEX FDS | $26.63万 | 0.01% | 891 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $25.95万 | 0.01% | 1,247 | -10 | -0.8% | -$2,081 | 减仓 |
| TGTX | TG THERAPEUTICS INC | $25.85万 | 0.01% | 7,782 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC | $25.71万 | 0.01% | 2,256 | 0 | 0.0% | — | 不变 |
| AVY | AVERY DENNISON CORP | $25.69万 | 0.01% | 1,488 | -82 | -5.2% | -$1.42万 | 减仓 |
| TGT | TARGET CORP | $25.56万 | 0.01% | 2,109 | 2,109 | — | $25.56万 | 新建仓 |
| PFM | INVESCO EXCHANGE TRADED FD T | $25.55万 | 0.01% | 5,000 | 0 | 0.0% | — | 不变 |
| IBTI | ISHARES TR | $25.12万 | 0.01% | 11,275 | 13 | 0.1% | $290 | 加仓 |
| MMT | MFS MULTIMARKET INCOME TR | $24.89万 | 0.01% | 53,880 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $24.83万 | 0.01% | 889 | 212 | 31.3% | $5.92万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $24.69万 | 0.01% | 2,132 | 25 | 1.2% | $2,895 | 加仓 |