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 |
|---|---|---|---|---|---|---|---|---|
| — | HANCOCK JOHN PREM DIVID FD | $24.55万 | 0.01% | 18,742 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $24.51万 | 0.01% | 1,182 | 33 | 2.9% | $6,842 | 加仓 |
| CVS | CVS HEALTH CORP | $24.35万 | 0.01% | 3,390 | 265 | 8.5% | $1.90万 | 加仓 |
| BA | BOEING CO | $24.32万 | 0.01% | 1,222 | -285 | -18.9% | -$5.67万 | 减仓 |
| IYJ | ISHARES TR | $24.23万 | 0.01% | 1,642 | 3 | 0.2% | $443 | 加仓 |
| MMM | 3M CO | $23.90万 | 0.01% | 1,646 | 167 | 11.3% | $2.43万 | 加仓 |
| BROS | DUTCH BROS INC | $23.86万 | 0.01% | 4,710 | 0 | 0.0% | — | 不变 |
| SDOG | ALPS ETF TR | $23.74万 | 0.01% | 3,650 | 3,650 | — | $23.74万 | 新建仓 |
| GM | GENERAL MTRS CO | $23.50万 | 0.01% | 3,154 | 68 | 2.2% | $5,066 | 加仓 |
| VBR | VANGUARD INDEX FDS | $22.91万 | 0.01% | 1,055 | -71 | -6.3% | -$1.54万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $22.41万 | 0.01% | 8,928 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $22.31万 | 0.01% | 803 | 7 | 0.9% | $1,945 | 加仓 |
| HLNE | HAMILTON LANE INC | $22.22万 | 0.01% | 2,235 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRD SLF IDX FD | $22.18万 | 0.01% | 2,574 | 0 | 0.0% | — | 不变 |
| FLS | FLOWSERVE CORP | $22.13万 | 0.01% | 3,011 | 3,011 | — | $22.13万 | 新建仓 |
| WASH | WASHINGTON TR BANCORP INC | $22.13万 | 0.01% | 6,615 | 6,615 | — | $22.13万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $21.55万 | 0.01% | 3,435 | 116 | 3.5% | $7,279 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $21.52万 | 0.01% | 1,556 | 1 | 0.1% | $138 | 加仓 |
| VRSN | VERISIGN INC | $21.38万 | 0.01% | 861 | 861 | — | $21.38万 | 新建仓 |
| PFE | PFIZER INC | $21.13万 | 0.01% | 7,527 | 7,527 | — | $21.13万 | 新建仓 |
| IDXX | IDEXX LABS INC | $21.01万 | 0.01% | 374 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL ETF TRUST | $20.73万 | 0.01% | 6,103 | 6,103 | — | $20.73万 | 新建仓 |
| MO | ALTRIA GROUP INC | $20.40万 | 0.01% | 3,091 | 3,091 | — | $20.40万 | 新建仓 |
| QUIK | QUICKLOGIC CORP | $20.20万 | 0.01% | 21,534 | -10,666 | -33.1% | -$10.00万 | 减仓 |
| MGK | VANGUARD WORLD FD | $20.06万 | 0.01% | 546 | 546 | — | $20.06万 | 新建仓 |
| SDGR | SCHRODINGER INC | $13.15万 | 0.01% | 11,576 | 0 | 0.0% | — | 不变 |
| — | TRISALUS LIFE SCIENCES INC | $8.92万 | 0.00% | 22,303 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -2,545 | -100.0% | -$46.79万 | 清仓 |
| SONY | SONY GROUP CORP | $0 | 0.00% | 0 | -11,180 | -100.0% | -$28.62万 | 清仓 |
| NVS | NOVARTIS AG | $0 | 0.00% | 0 | -2,040 | -100.0% | -$28.13万 | 清仓 |
| TRMB | TRIMBLE INC | $0 | 0.00% | 0 | -3,548 | -100.0% | -$27.80万 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -4,056 | -100.0% | -$27.24万 | 清仓 |
| RGEN | REPLIGEN CORP | $0 | 0.00% | 0 | -1,561 | -100.0% | -$25.58万 | 清仓 |
| VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| INTC | INTEL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BDX | BECTON DICKINSON & CO | $0 | 0.00% | 0 | -1,211 | -100.0% | -$23.50万 | 清仓 |
| OLED | UNIVERSAL DISPLAY CORP | $0 | 0.00% | 0 | -2,000 | -100.0% | -$23.36万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -3,532 | -100.0% | -$22.50万 | 清仓 |
| CRDO | CREDO TECHNOLOGY GROUP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TOST | TOAST INC | $0 | 0.00% | 0 | -5,927 | -100.0% | -$21.05万 | 清仓 |
| NDAQ | NASDAQ INC | $0 | 0.00% | 0 | -2,111 | -100.0% | -$20.50万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -2,503 | -100.0% | -$20.45万 | 清仓 |
| LNC | LINCOLN NATL CORP IND | $0 | 0.00% | 0 | -4,541 | -100.0% | -$20.22万 | 清仓 |
| ITOT | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| F | FORD MTR CO | $0 | 0.00% | 0 | -11,547 | -100.0% | -$15.15万 | 清仓 |