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 |
|---|---|---|---|---|---|---|---|---|
| — | INVESCO EXCHANGE TRADED FD T | $73.08万 | 0.03% | 11,325 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $69.99万 | 0.03% | 5,282 | -154 | -2.8% | -$2.04万 | 减仓 |
| EMR | EMERSON ELEC CO | $67.69万 | 0.03% | 4,728 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $67.12万 | 0.02% | 1,549 | 0 | 0.0% | — | 不变 |
| DMXF | ISHARES TR | $66.91万 | 0.02% | 7,909 | 3,148 | 66.1% | $26.63万 | 加仓 |
| HAL | HALLIBURTON CO | $65.30万 | 0.02% | 19,234 | -252 | -1.3% | -$8,555 | 减仓 |
| IEF | ISHARES TR | $65.16万 | 0.02% | 6,890 | 518 | 8.1% | $4.90万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $64.29万 | 0.02% | 2,193 | -73 | -3.2% | -$2.14万 | 减仓 |
| IYF | ISHARES TR | $64.24万 | 0.02% | 5,038 | -206 | -3.9% | -$2.63万 | 减仓 |
| ETN | EATON CORP PLC | $64.09万 | 0.02% | 1,504 | -36 | -2.3% | -$1.53万 | 减仓 |
| IHI | ISHARES TR | $62.64万 | 0.02% | 12,678 | -1,124 | -8.1% | -$5.55万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $62.23万 | 0.02% | 8,477 | -1,292 | -13.2% | -$9.49万 | 减仓 |
| WM | WASTE MGMT INC DEL | $62.19万 | 0.02% | 2,790 | -19 | -0.7% | -$4,235 | 减仓 |
| ANET | ARISTA NETWORKS INC | $61.93万 | 0.02% | 3,646 | -721 | -16.5% | -$12.25万 | 减仓 |
| ALC | ALCON AG | $61.84万 | 0.02% | 9,216 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD WORLD FD | $61.23万 | 0.02% | 1,699 | 4 | 0.2% | $1,441 | 加仓 |
| WFC | WELLS FARGO & CO | $61.17万 | 0.02% | 7,402 | 1 | 0.0% | $83 | 加仓 |
| IUSG | ISHARES TR | $60.64万 | 0.02% | 3,224 | 99 | 3.2% | $1.86万 | 加仓 |
| CWB | SPDR SERIES TRUST | $60.43万 | 0.02% | 5,605 | -1,385 | -19.8% | -$14.93万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $59.21万 | 0.02% | 4,758 | -627 | -11.6% | -$7.80万 | 减仓 |
| INDA | ISHARES TR | $58.74万 | 0.02% | 11,893 | -1,871 | -13.6% | -$9.24万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $58.71万 | 0.02% | 10,866 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $58.57万 | 0.02% | 3,074 | -2 | -0.1% | -$381 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $58.12万 | 0.02% | 11,224 | 5,394 | 92.5% | $27.93万 | 加仓 |
| FLOT | ISHARES TR | $56.57万 | 0.02% | 11,082 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $55.91万 | 0.02% | 5,180 | -248 | -4.6% | -$2.68万 | 减仓 |
| DIS | DISNEY WALT CO | $55.49万 | 0.02% | 5,765 | -267 | -4.4% | -$2.57万 | 减仓 |
| HEI | HEICO CORP NEW | $55.46万 | 0.02% | 1,557 | 0 | 0.0% | — | 不变 |
| REZ | ISHARES TR | $54.45万 | 0.02% | 5,750 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY | $53.74万 | 0.02% | 7,436 | -380 | -4.9% | -$2.75万 | 减仓 |
| FIX | COMFORT SYS USA INC | $52.92万 | 0.02% | 267 | -221 | -45.3% | -$43.80万 | 减仓 |
| XYL | XYLEM INC | $52.18万 | 0.02% | 4,414 | -265 | -5.7% | -$3.13万 | 减仓 |
| SBUX | STARBUCKS CORP | $52.16万 | 0.02% | 5,104 | -320 | -5.9% | -$3.27万 | 减仓 |
| EQIX | EQUINIX INC | $52.02万 | 0.02% | 499 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $50.23万 | 0.02% | 2,403 | -1,373 | -36.4% | -$28.70万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $49.23万 | 0.02% | 3,889 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $49.08万 | 0.02% | 2,945 | -519 | -15.0% | -$8.65万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $48.99万 | 0.02% | 2,708 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $48.77万 | 0.02% | 993 | -700 | -41.3% | -$34.38万 | 减仓 |
| BCI | ABRDN ETFS | $47.97万 | 0.02% | 21,471 | 21,471 | — | $47.97万 | 新建仓 |
| REGN | REGENERON PHARMACEUTICALS | $47.76万 | 0.02% | 766 | 1 | 0.1% | $623 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $47.62万 | 0.02% | 16,180 | -6,967 | -30.1% | -$20.50万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $47.32万 | 0.02% | 8,182 | -523 | -6.0% | -$3.03万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $47.17万 | 0.02% | 818 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $46.45万 | 0.02% | 1,311 | 69 | 5.6% | $2.44万 | 加仓 |
| PSX | PHILLIPS 66 | $46.37万 | 0.02% | 2,743 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $45.85万 | 0.02% | 2,418 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $45.74万 | 0.02% | 2,405 | -512 | -17.6% | -$9.74万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $45.22万 | 0.02% | 12,515 | 2 | 0.0% | $72 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $44.84万 | 0.02% | 1,128 | 8 | 0.7% | $3,180 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $44.44万 | 0.02% | 1,030 | 1,030 | — | $44.44万 | 新建仓 |
| C | CITIGROUP INC | $44.22万 | 0.02% | 3,160 | 1 | 0.0% | $140 | 加仓 |
| IAU | ISHARES GOLD TR | $43.88万 | 0.02% | 5,811 | 1,100 | 23.3% | $8.31万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $42.98万 | 0.02% | 3,539 | -105 | -2.9% | -$1.28万 | 减仓 |
| — | INVESCO ACTIVELY MANAGED EXC | $42.92万 | 0.02% | 10,482 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $42.58万 | 0.02% | 3,422 | -160 | -4.5% | -$1.99万 | 减仓 |
| SYK | STRYKER CORPORATION | $42.25万 | 0.02% | 1,342 | -6 | -0.4% | -$1,889 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $41.89万 | 0.02% | 2,350 | -50 | -2.1% | -$8,912 | 减仓 |
| GRMN | GARMIN LTD | $41.81万 | 0.02% | 1,760 | 0 | 0.0% | — | 不变 |
| CSL | CARLISLE COS INC | $41.72万 | 0.02% | 1,150 | 0 | 0.0% | — | 不变 |
| FICO | FAIR ISAAC CORP | $41.22万 | 0.02% | 345 | -2 | -0.6% | -$2,390 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $40.96万 | 0.02% | 1,170 | 1,170 | — | $40.96万 | 新建仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $40.79万 | 0.02% | 1,500 | 0 | 0.0% | — | 重新持有 |
| VBR | VANGUARD INDEX FDS | $40.62万 | 0.02% | 1,672 | 617 | 58.5% | $14.99万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $40.33万 | 0.01% | 13,927 | 4,999 | 56.0% | $14.48万 | 加仓 |
| DON | WISDOMTREE TR | $39.65万 | 0.01% | 7,015 | -11,691 | -62.5% | -$66.08万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $38.98万 | 0.01% | 8,598 | -603 | -6.6% | -$2.73万 | 减仓 |
| TFX | TELEFLEX INCORPORATED | $38.18万 | 0.01% | 3,012 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $38.01万 | 0.01% | 957 | -35 | -3.5% | -$1.39万 | 减仓 |
| ALL | ALLSTATE CORP | $37.24万 | 0.01% | 1,565 | 383 | 32.4% | $9.11万 | 加仓 |
| DVY | ISHARES TR | $36.57万 | 0.01% | 2,340 | 0 | 0.0% | — | 不变 |
| HALO | HALOZYME THERAPEUTICS INC | $36.54万 | 0.01% | 4,668 | 0 | 0.0% | — | 不变 |
| MKC | MCCORMICK & CO INC | $35.79万 | 0.01% | 7,099 | -1,207 | -14.5% | -$6.09万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $35.69万 | 0.01% | 3,059 | -56 | -1.8% | -$6,534 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $35.64万 | 0.01% | 11,275 | -170 | -1.5% | -$5,374 | 减仓 |
| CRM | SALESFORCE INC | $35.28万 | 0.01% | 2,252 | -46 | -2.0% | -$7,206 | 减仓 |
| CVS | CVS HEALTH CORP | $35.07万 | 0.01% | 3,390 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $34.92万 | 0.01% | 1,024 | 1,024 | — | $34.92万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $34.56万 | 0.01% | 595 | 595 | — | $34.56万 | 新建仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $33.89万 | 0.01% | 3,937 | 0 | 0.0% | — | 不变 |
| BROS | DUTCH BROS INC | $33.82万 | 0.01% | 4,710 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $33.69万 | 0.01% | 2,867 | -315 | -9.9% | -$3.70万 | 减仓 |
| VST | VISTRA CORP | $33.33万 | 0.01% | 2,101 | -12 | -0.6% | -$1,904 | 减仓 |
| DNP | DNP SELECT INCOME FD INC | $32.73万 | 0.01% | 30,330 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $32.59万 | 0.01% | 2,334 | -4,219 | -64.4% | -$58.91万 | 重新持有 |
| EW | EDWARDS LIFESCIENCES CORP | $32.42万 | 0.01% | 3,584 | -43 | -1.2% | -$3,890 | 减仓 |
| PLD | PROLOGIS INC. | $32.10万 | 0.01% | 2,369 | -214 | -8.3% | -$2.90万 | 减仓 |
| SMH | VANECK ETF TRUST | $31.63万 | 0.01% | 482 | 482 | — | $31.63万 | 新建仓 |
| MSCI | MSCI INC | $31.42万 | 0.01% | 561 | -38 | -6.3% | -$2.13万 | 减仓 |
| VV | VANGUARD INDEX FDS | $30.64万 | 0.01% | 891 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $30.56万 | 0.01% | 976 | -7 | -0.7% | -$2,192 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $30.46万 | 0.01% | 1,237 | -10 | -0.8% | -$2,462 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $29.97万 | 0.01% | 2,256 | 0 | 0.0% | — | 不变 |
| OKTA | OKTA INC | $29.81万 | 0.01% | 2,185 | 2,185 | — | $29.81万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $29.20万 | 0.01% | 5,169 | 6 | 0.1% | $339 | 加仓 |
| ESGD | ISHARES TR | $29.15万 | 0.01% | 2,835 | 5 | 0.2% | $514 | 加仓 |
| IT | GARTNER INC | $28.91万 | 0.01% | 2,230 | -1,741 | -43.8% | -$22.57万 | 减仓 |
| BA | BOEING CO | $28.61万 | 0.01% | 1,322 | 100 | 8.2% | $2.16万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $28.19万 | 0.01% | 751 | -52 | -6.5% | -$1.95万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $28.04万 | 0.01% | 6,623 | 386 | 6.2% | $1.63万 | 加仓 |