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 |
|---|---|---|---|---|---|---|---|---|
| SPYV | SPDR SERIES TRUST | $2.43亿 | 10.18% | 4,294,646 | 640,278 | 17.5% | $3,622.69万 | 加仓 |
| IEFA | ISHARES TR | $2.33亿 | 9.75% | 2,571,288 | 235,054 | 10.1% | $2,127.94万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $2.07亿 | 8.67% | 2,112,143 | 170,020 | 8.8% | $1,664.67万 | 加仓 |
| QUAL | ISHARES TR | $1.89亿 | 7.92% | 985,890 | -37,897 | -3.7% | -$726.90万 | 减仓 |
| IEMG | ISHARES INC | $1.42亿 | 5.97% | 2,042,072 | 1,290,206 | 171.6% | $8,999.19万 | 加仓 |
| IJH | ISHARES TR | $9,741.29万 | 4.08% | 1,442,514 | -398,147 | -21.6% | -$2,688.69万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $7,599.75万 | 3.18% | 1,185,979 | 5,273 | 0.4% | $33.79万 | 加仓 |
| IJR | ISHARES TR | $6,292.42万 | 2.64% | 506,188 | -37,505 | -6.9% | -$466.22万 | 减仓 |
| VO | VANGUARD INDEX FDS | $5,541.53万 | 2.32% | 192,964 | -19,230 | -9.1% | -$552.25万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $5,494.92万 | 2.30% | 125,802 | 2,526 | 2.0% | $110.33万 | 加仓 |
| IBTG | ISHARES TR | $4,124.23万 | 1.73% | 1,799,794 | 472,331 | 35.6% | $1,082.35万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $4,080.24万 | 1.71% | 189,726 | -323 | -0.2% | -$6.95万 | 减仓 |
| IVW | ISHARES TR | $4,003.31万 | 1.68% | 353,931 | -31,264 | -8.1% | -$353.63万 | 减仓 |
| VB | VANGUARD INDEX FDS | $3,725.80万 | 1.56% | 142,250 | -7,553 | -5.0% | -$197.83万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $3,685.57万 | 1.54% | 114,883 | -1,888 | -1.6% | -$60.57万 | 减仓 |
| QQQ | INVESCO QQQ TR | $3,397.46万 | 1.42% | 58,863 | 1,019 | 1.8% | $58.81万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $3,317.43万 | 1.39% | 430,220 | -20,161 | -4.5% | -$155.46万 | 减仓 |
| RTX | RTX CORPORATION | $2,983.07万 | 1.25% | 154,643 | -5,717 | -3.6% | -$110.28万 | 减仓 |
| AAPL | APPLE INC | $2,943.72万 | 1.23% | 115,990 | 383 | 0.3% | $9.72万 | 加仓 |
| IBTH | ISHARES TR | $2,781.78万 | 1.17% | 1,240,205 | 1,030,037 | 490.1% | $2,310.37万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,730.14万 | 1.14% | 41,980 | 2,976 | 7.6% | $193.54万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $2,493.86万 | 1.05% | 61,170 | -481 | -0.8% | -$19.61万 | 减仓 |
| DTD | WISDOMTREE TR | $2,322.31万 | 0.97% | 268,910 | 0 | 0.0% | — | 不变 |
| ICF | ISHARES TR | $1,911.76万 | 0.80% | 308,896 | -86,847 | -21.9% | -$537.50万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,871.36万 | 0.78% | 50,554 | -351 | -0.7% | -$12.99万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $1,690.18万 | 0.71% | 359,997 | -34,878 | -8.8% | -$163.75万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,557.35万 | 0.65% | 89,297 | -778 | -0.9% | -$13.57万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,375.56万 | 0.58% | 23,020 | 1,476 | 6.9% | $88.20万 | 加仓 |
| IWP | ISHARES TR | $1,292.72万 | 0.54% | 100,899 | 108 | 0.1% | $1.38万 | 加仓 |
| IWF | ISHARES TR | $1,239.88万 | 0.52% | 29,078 | 558 | 2.0% | $23.79万 | 加仓 |
| GOOG | ALPHABET INC | $1,105.36万 | 0.46% | 38,533 | -1,348 | -3.4% | -$38.67万 | 减仓 |
| IVV | ISHARES TR | $1,098.18万 | 0.46% | 16,812 | 99 | 0.6% | $6.47万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,037.45万 | 0.43% | 52,877 | 1,091 | 2.1% | $21.41万 | 加仓 |
| GOOGL | ALPHABET INC | $959.37万 | 0.40% | 33,363 | -1,964 | -5.6% | -$56.48万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $938.71万 | 0.39% | 36,476 | -1,971 | -5.1% | -$50.72万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $888.38万 | 0.37% | 46,289 | -2,247 | -4.6% | -$43.12万 | 减仓 |
| MUB | ISHARES TR | $855.26万 | 0.36% | 80,571 | -27,551 | -25.5% | -$292.45万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $837.43万 | 0.35% | 41,093 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $835.82万 | 0.35% | 17,442 | -692 | -3.8% | -$33.16万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $802.58万 | 0.34% | 27,284 | -1,664 | -5.7% | -$48.95万 | 减仓 |
| AMZN | AMAZON COM INC | $767.66万 | 0.32% | 36,859 | -934 | -2.5% | -$19.45万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $765.04万 | 0.32% | 86,251 | -7,338 | -7.8% | -$65.09万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $755.86万 | 0.32% | 7,586 | -197 | -2.5% | -$19.63万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $752.38万 | 0.32% | 97,611 | -5,913 | -5.7% | -$45.58万 | 减仓 |
| DGRO | ISHARES TR | $709.52万 | 0.30% | 101,100 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $653.34万 | 0.27% | 21,109 | 951 | 4.7% | $29.43万 | 加仓 |
| EFA | ISHARES TR | $642.86万 | 0.27% | 66,185 | 3,797 | 6.1% | $36.88万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $610.14万 | 0.26% | 108,353 | -3,752 | -3.3% | -$21.13万 | 减仓 |
| V | VISA INC | $584.73万 | 0.25% | 19,346 | -81 | -0.4% | -$2.45万 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $550.66万 | 0.23% | 57,366 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $541.39万 | 0.23% | 7,759 | 759 | 10.8% | $52.96万 | 加仓 |
| MCO | MOODYS CORP | $521.17万 | 0.22% | 11,947 | -4,863 | -28.9% | -$212.14万 | 减仓 |
| REGL | PROSHARES TR | $520.37万 | 0.22% | 60,221 | -3,854 | -6.0% | -$33.30万 | 减仓 |
| TER | TERADYNE INC | $469.33万 | 0.20% | 15,831 | -176 | -1.1% | -$5.22万 | 减仓 |
| GVI | ISHARES TR | $465.52万 | 0.20% | 43,637 | 328 | 0.8% | $3.50万 | 加仓 |
| HD | HOME DEPOT INC | $461.10万 | 0.19% | 14,020 | -447 | -3.1% | -$14.70万 | 减仓 |
| SHY | ISHARES TR | $456.80万 | 0.19% | 55,323 | 10,856 | 24.4% | $89.64万 | 加仓 |
| HEZU | ISHARES TR | $438.21万 | 0.18% | 100,276 | -10,764 | -9.7% | -$47.04万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $437.95万 | 0.18% | 58,200 | -24 | -0.0% | -$1,806 | 减仓 |
| BOND | PIMCO ETF TR | $427.71万 | 0.18% | 46,349 | -14,718 | -24.1% | -$135.82万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $423.05万 | 0.18% | 53,368 | -3,961 | -6.9% | -$31.40万 | 减仓 |
| HDV | ISHARES TR | $401.80万 | 0.17% | 29,605 | -98 | -0.3% | -$1.33万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $400.89万 | 0.17% | 16,400 | 214 | 1.3% | $5.23万 | 加仓 |
| IWM | ISHARES TR | $400.69万 | 0.17% | 16,157 | -3,045 | -15.9% | -$75.52万 | 减仓 |
| IOO | ISHARES TR | $387.98万 | 0.16% | 32,073 | -2,099 | -6.1% | -$25.39万 | 减仓 |
| — | EXXON MOBIL CORP | $385.54万 | 0.16% | 22,724 | 1,736 | 8.3% | $29.45万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $384.73万 | 0.16% | 49,066 | -3,736 | -7.1% | -$29.29万 | 减仓 |
| IWS | ISHARES TR | $379.74万 | 0.16% | 26,056 | 154 | 0.6% | $2.24万 | 加仓 |
| IWB | ISHARES TR | $375.34万 | 0.16% | 10,527 | 3,724 | 54.7% | $132.78万 | 加仓 |
| CAT | CATERPILLAR INC | $373.16万 | 0.16% | 5,267 | 106 | 2.1% | $7.51万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $369.82万 | 0.15% | 68,422 | 10,025 | 17.2% | $54.19万 | 加仓 |
| LLY | ELI LILLY & CO | $369.58万 | 0.15% | 4,018 | 55 | 1.4% | $5.06万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $350.47万 | 0.15% | 14,459 | -134 | -0.9% | -$3.25万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $335.26万 | 0.14% | 22,867 | 6,056 | 36.0% | $88.79万 | 加仓 |
| IYW | ISHARES TR | $333.58万 | 0.14% | 18,387 | 155 | 0.9% | $2.81万 | 加仓 |
| PAVE | GLOBAL X FDS | $328.95万 | 0.14% | 64,740 | 12,607 | 24.2% | $64.06万 | 加仓 |
| SDY | SPDR SERIES TRUST | $322.57万 | 0.14% | 22,103 | -82 | -0.4% | -$1.20万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $320.66万 | 0.13% | 10,609 | -74 | -0.7% | -$2.24万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $317.65万 | 0.13% | 21,448 | 257 | 1.2% | $3.81万 | 加仓 |
| META | META PLATFORMS INC | $315.37万 | 0.13% | 5,512 | -937 | -14.5% | -$53.61万 | 减仓 |
| MCK | MCKESSON CORP | $303.91万 | 0.13% | 3,512 | 7 | 0.2% | $6,058 | 加仓 |
| SPYM | SPDR SERIES TRUST | $303.91万 | 0.13% | 39,706 | 4,903 | 14.1% | $37.53万 | 加仓 |
| CTAS | CINTAS CORP | $278.64万 | 0.12% | 16,474 | -175 | -1.1% | -$2.96万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $274.89万 | 0.12% | 29,597 | -554 | -1.8% | -$5.15万 | 减仓 |
| NOBL | PROSHARES TR | $268.57万 | 0.11% | 25,334 | -1,005 | -3.8% | -$10.65万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $267.77万 | 0.11% | 18,538 | 974 | 5.5% | $14.07万 | 加仓 |
| TJX | TJX COS INC NEW | $259.67万 | 0.11% | 16,260 | -1,461 | -8.2% | -$23.33万 | 减仓 |
| UNP | UNION PAC CORP | $247.53万 | 0.10% | 10,202 | -481 | -4.5% | -$11.67万 | 减仓 |
| IJT | ISHARES TR | $246.34万 | 0.10% | 17,023 | 107 | 0.6% | $1.55万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $245.76万 | 0.10% | 3,985 | -559 | -12.3% | -$34.47万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $233.79万 | 0.10% | 6,918 | -9 | -0.1% | -$3,041 | 减仓 |
| GE | GE AEROSPACE | $232.46万 | 0.10% | 8,192 | -254 | -3.0% | -$7.21万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $226.10万 | 0.09% | 4,600 | -382 | -7.7% | -$18.78万 | 减仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $224.33万 | 0.09% | 23,952 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $215.43万 | 0.09% | 17,334 | 1,485 | 9.4% | $18.46万 | 加仓 |
| IXUS | ISHARES TR | $213.87万 | 0.09% | 24,685 | -2,047 | -7.7% | -$17.74万 | 减仓 |
| — | HONEYWELL INTL INC | $211.50万 | 0.09% | 9,357 | -2,677 | -22.2% | -$60.51万 | 减仓 |
| PEP | PEPSICO INC | $210.89万 | 0.09% | 13,580 | 549 | 4.2% | $8.53万 | 加仓 |
| AMGN | AMGEN INC | $203.04万 | 0.09% | 5,771 | 10 | 0.2% | $3,518 | 加仓 |
| AMP | AMERIPRISE FINL INC | $193.68万 | 0.08% | 4,358 | 0 | 0.0% | — | 不变 |