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 |
|---|---|---|---|---|---|---|---|---|
| VGIT | VANGUARD SCOTTSDALE FDS | $28.03万 | 0.01% | 4,752 | -478 | -9.1% | -$2.82万 | 减仓 |
| PFM | INVESCO EXCHANGE TRADED FD T | $27.73万 | 0.01% | 5,000 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $27.60万 | 0.01% | 2,113 | 4 | 0.2% | $522 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $27.57万 | 0.01% | 1,055 | -14 | -1.3% | -$3,659 | 减仓 |
| T | AT&T INC | $27.02万 | 0.01% | 13,053 | -15 | -0.1% | -$311 | 减仓 |
| CCJ | CAMECO CORP | $26.91万 | 0.01% | 2,642 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $26.65万 | 0.01% | 1,646 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $26.48万 | 0.01% | 503 | 129 | 34.5% | $6.79万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $26.33万 | 0.01% | 517 | -2 | -0.4% | -$1,018 | 减仓 |
| USMV | ISHARES TR | $25.66万 | 0.01% | 2,660 | -616 | -18.8% | -$5.94万 | 减仓 |
| COP | CONOCOPHILLIPS | $25.24万 | 0.01% | 2,428 | -34 | -1.4% | -$3,535 | 减仓 |
| IBTI | ISHARES TR | $25.01万 | 0.01% | 11,297 | 22 | 0.2% | $487 | 加仓 |
| SDOG | ALPS ETF TR | $24.90万 | 0.01% | 3,650 | 0 | 0.0% | — | 不变 |
| — | HANCOCK JOHN PREM DIVID FD | $24.27万 | 0.01% | 18,742 | 0 | 0.0% | — | 不变 |
| WASH | WASHINGTON TR BANCORP INC | $24.13万 | 0.01% | 6,615 | 0 | 0.0% | — | 不变 |
| MMT | ABERDEEN MULTI-MARKET INCOME | $23.71万 | 0.01% | 53,880 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $23.52万 | 0.01% | 3,051 | -103 | -3.3% | -$7,939 | 减仓 |
| INTU | INTUIT | $23.20万 | 0.01% | 889 | -30 | -3.3% | -$7,830 | 减仓 |
| IWY | ISHARES TR | $23.19万 | 0.01% | 798 | 798 | — | $23.19万 | 新建仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $22.87万 | 0.01% | 2,574 | 0 | 0.0% | — | 不变 |
| ISCG | ISHARES TR | $22.55万 | 0.01% | 3,440 | 3,440 | — | $22.55万 | 新建仓 |
| DFAX | DIMENSIONAL ETF TRUST | $22.48万 | 0.01% | 6,103 | 0 | 0.0% | — | 不变 |
| FLS | FLOWSERVE CORP | $22.33万 | 0.01% | 3,011 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $22.23万 | 0.01% | 1,353 | 6 | 0.4% | $986 | 重新持有 |
| KLAC | KLA CORP | $22.19万 | 0.01% | 736 | 736 | — | $22.19万 | 新建仓 |
| IJS | ISHARES TR | $21.95万 | 0.01% | 1,606 | 1,606 | — | $21.95万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $21.78万 | 0.01% | 877 | -12 | -1.3% | -$2,980 | 减仓 |
| ESGV | VANGUARD WORLD FD | $21.21万 | 0.01% | 1,604 | 1,604 | — | $21.21万 | 新建仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $20.77万 | 0.01% | 2,386 | 2,386 | — | $20.77万 | 新建仓 |
| MGK | VANGUARD WORLD FD | $20.44万 | 0.01% | 2,325 | -405 | -14.8% | -$3.56万 | 减仓 |
| XGDVX | GABELLI DIVID & INCOME TR | $20.34万 | 0.01% | 6,920 | 6,920 | — | $20.34万 | 新建仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $20.25万 | 0.01% | 5,228 | -6,185 | -54.2% | -$23.95万 | 减仓 |
| IYJ | ISHARES TR | $20.19万 | 0.01% | 1,211 | -431 | -26.2% | -$7.18万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $20.14万 | 0.01% | 1,231 | -506 | -29.1% | -$8.28万 | 减仓 |
| VEEV | VEEVA SYS INC | $20.09万 | 0.01% | 1,132 | 0 | 0.0% | — | 重新持有 |
| VT | VANGUARD INTL EQUITY INDEX F | $20.00万 | 0.01% | 1,274 | -282 | -18.1% | -$4.43万 | 减仓 |
| SDGR | SCHRODINGER INC | $18.81万 | 0.01% | 11,576 | 0 | 0.0% | — | 不变 |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | $13.45万 | 0.00% | 10,176 | 10,176 | — | $13.45万 | 新建仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $11.18万 | 0.00% | 10,105 | 10,105 | — | $11.18万 | 新建仓 |
| — | TRISALUS LIFE SCIENCES INC | $10.15万 | 0.00% | 22,303 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -3,234 | -100.0% | -$38.23万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -4,066 | -100.0% | -$27.71万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -1,100 | -100.0% | -$26.74万 | 清仓 |
| TGTX | TG THERAPEUTICS INC | $0 | 0.00% | 0 | -7,782 | -100.0% | -$25.85万 | 清仓 |
| AVY | AVERY DENNISON CORP | $0 | 0.00% | 0 | -1,488 | -100.0% | -$25.69万 | 清仓 |
| WEC | WEC ENERGY GROUP INC | $0 | 0.00% | 0 | -2,132 | -100.0% | -$24.69万 | 清仓 |
| HLNE | HAMILTON LANE INC | $0 | 0.00% | 0 | -2,235 | -100.0% | -$22.22万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -3,435 | -100.0% | -$21.55万 | 清仓 |
| VRSN | VERISIGN INC | $0 | 0.00% | 0 | -861 | -100.0% | -$21.38万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -7,527 | -100.0% | -$21.13万 | 清仓 |
| QUIK | QUICKLOGIC CORP | $0 | 0.00% | 0 | -21,534 | -100.0% | -$20.20万 | 清仓 |