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 |
|---|---|---|---|---|---|---|---|---|
| SPYV | SPDR SERIES TRUST | $2.84亿 | 10.49% | 4,665,939 | 371,293 | 8.6% | $2,257.09万 | 加仓 |
| IEFA | ISHARES TR | $2.64亿 | 9.75% | 2,731,152 | 159,864 | 6.2% | $1,543.97万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $2.58亿 | 9.55% | 2,170,139 | 57,996 | 2.7% | $690.09万 | 加仓 |
| QUAL | ISHARES TR | $2.14亿 | 7.91% | 975,098 | -10,792 | -1.1% | -$236.81万 | 减仓 |
| IEMG | ISHARES INC | $1.70亿 | 6.28% | 2,049,493 | 7,421 | 0.4% | $61.48万 | 加仓 |
| IJH | ISHARES TR | $1.02亿 | 3.76% | 1,317,455 | -125,059 | -8.7% | -$964.33万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $8,442.39万 | 3.12% | 1,184,896 | -1,083 | -0.1% | -$7.72万 | 减仓 |
| IJR | ISHARES TR | $7,099.40万 | 2.63% | 478,686 | -27,502 | -5.4% | -$407.88万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $6,334.81万 | 2.34% | 735,408 | -19,404 | -2.6% | -$167.15万 | 减仓 |
| VO | VANGUARD INDEX FDS | $5,968.75万 | 2.21% | 740,816 | -31,040 | -4.0% | -$250.09万 | 减仓 |
| IVW | ISHARES TR | $4,840.99万 | 1.79% | 351,996 | -1,935 | -0.5% | -$26.61万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $4,460.64万 | 1.65% | 188,515 | -1,211 | -0.6% | -$28.65万 | 减仓 |
| IBTG | ISHARES TR | $4,406.15万 | 1.63% | 1,924,924 | 125,130 | 7.0% | $286.42万 | 加仓 |
| QQQ | INVESCO QQQ TR | $4,282.00万 | 1.58% | 58,148 | -715 | -1.2% | -$52.65万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $4,237.57万 | 1.57% | 114,517 | -366 | -0.3% | -$13.54万 | 减仓 |
| VB | VANGUARD INDEX FDS | $4,105.31万 | 1.52% | 135,435 | -6,815 | -4.8% | -$206.58万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $3,614.54万 | 1.34% | 422,803 | -7,417 | -1.7% | -$63.41万 | 减仓 |
| AAPL | APPLE INC | $3,240.37万 | 1.20% | 111,984 | -4,006 | -3.5% | -$115.92万 | 减仓 |
| IBTH | ISHARES TR | $3,207.80万 | 1.19% | 1,433,973 | 193,768 | 15.6% | $433.46万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3,100.08万 | 1.15% | 41,513 | -467 | -1.1% | -$34.87万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $3,016.15万 | 1.12% | 365,063 | -1,957 | -0.5% | -$16.17万 | 减仓 |
| RTX | RTX CORPORATION | $2,852.43万 | 1.05% | 150,342 | -4,301 | -2.8% | -$81.60万 | 减仓 |
| DTD | WISDOMTREE TR | $2,487.27万 | 0.92% | 266,740 | -2,170 | -0.8% | -$20.23万 | 减仓 |
| ICF | ISHARES TR | $1,831.56万 | 0.68% | 270,820 | -38,076 | -12.3% | -$257.51万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,756.56万 | 0.65% | 47,090 | -3,464 | -6.9% | -$129.21万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $1,744.75万 | 0.65% | 372,730 | 12,733 | 3.5% | $59.60万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,682.23万 | 0.62% | 84,074 | -5,223 | -5.8% | -$104.51万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,583.99万 | 0.59% | 23,063 | 43 | 0.2% | $2.95万 | 加仓 |
| IWP | ISHARES TR | $1,477.16万 | 0.55% | 100,892 | -7 | -0.0% | -$1,025 | 减仓 |
| GOOG | ALPHABET INC | $1,324.42万 | 0.49% | 37,484 | -1,049 | -2.7% | -$37.06万 | 减仓 |
| IWF | ISHARES TR | $1,305.09万 | 0.48% | 105,105 | -11,207 | -9.6% | -$139.16万 | 减仓 |
| IVV | ISHARES TR | $1,248.38万 | 0.46% | 16,670 | -142 | -0.8% | -$10.63万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1,165.03万 | 0.43% | 53,459 | 582 | 1.1% | $12.68万 | 加仓 |
| GOOGL | ALPHABET INC | $1,093.43万 | 0.40% | 30,597 | -2,766 | -8.3% | -$98.85万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $1,003.58万 | 0.37% | 32,765 | -3,711 | -10.2% | -$113.67万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $937.76万 | 0.35% | 44,074 | -2,215 | -4.8% | -$47.13万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $900.60万 | 0.33% | 41,084 | -9 | -0.0% | -$1,973 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $891.83万 | 0.33% | 27,246 | -38 | -0.1% | -$1.24万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $845.01万 | 0.31% | 16,887 | -555 | -3.2% | -$27.77万 | 减仓 |
| MUB | ISHARES TR | $844.43万 | 0.31% | 78,464 | -2,107 | -2.6% | -$22.68万 | 减仓 |
| AMZN | AMAZON COM INC | $820.86万 | 0.30% | 34,441 | -2,418 | -6.6% | -$57.63万 | 减仓 |
| AVGO | BROADCOM INC | $783.22万 | 0.29% | 20,734 | -375 | -1.8% | -$14.17万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $782.69万 | 0.29% | 81,166 | -5,085 | -5.9% | -$49.03万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $768.81万 | 0.28% | 104,814 | -3,539 | -3.3% | -$25.96万 | 减仓 |
| DGRO | ISHARES TR | $765.89万 | 0.28% | 101,054 | -46 | -0.0% | -$3,486 | 减仓 |
| TER | TERADYNE INC | $727.84万 | 0.27% | 15,043 | -788 | -5.0% | -$38.13万 | 减仓 |
| EFA | ISHARES TR | $683.43万 | 0.25% | 65,790 | -395 | -0.6% | -$4.10万 | 减仓 |
| VGT | VANGUARD WORLD FD | $681.58万 | 0.25% | 57,026 | -5,046 | -8.1% | -$60.31万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $677.78万 | 0.25% | 94,662 | -2,949 | -3.0% | -$21.11万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $673.81万 | 0.25% | 7,203 | -383 | -5.0% | -$35.83万 | 减仓 |
| V | VISA INC | $612.38万 | 0.23% | 17,849 | -1,497 | -7.7% | -$51.36万 | 减仓 |
| BOND | PIMCO ETF TR | $565.69万 | 0.21% | 61,348 | 14,999 | 32.4% | $138.30万 | 加仓 |
| CAT | CATERPILLAR INC | $558.89万 | 0.21% | 5,248 | -19 | -0.4% | -$2.02万 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $551.76万 | 0.20% | 56,847 | -519 | -0.9% | -$5.04万 | 减仓 |
| MO | ALTRIA GROUP INC | $545.73万 | 0.20% | 75,849 | 72,758 | 2,353.9% | $523.49万 | 加仓 |
| GVI | ISHARES TR | $517.45万 | 0.19% | 48,772 | 5,135 | 11.8% | $54.48万 | 加仓 |
| HEZU | ISHARES TR | $502.91万 | 0.19% | 100,276 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $491.57万 | 0.18% | 59,867 | 4,544 | 8.2% | $37.31万 | 加仓 |
| MCO | MOODYS CORP | $490.31万 | 0.18% | 10,826 | -1,121 | -9.4% | -$50.77万 | 减仓 |
| IWM | ISHARES TR | $480.08万 | 0.18% | 15,979 | -178 | -1.1% | -$5.35万 | 减仓 |
| HD | HOME DEPOT INC | $473.07万 | 0.17% | 13,413 | -607 | -4.3% | -$21.41万 | 减仓 |
| LLY | ELI LILLY & CO | $471.56万 | 0.17% | 3,931 | -87 | -2.2% | -$10.44万 | 减仓 |
| REGL | PROSHARES TR | $470.59万 | 0.17% | 51,391 | -8,830 | -14.7% | -$80.86万 | 减仓 |
| IYW | ISHARES TR | $446.16万 | 0.16% | 17,688 | -699 | -3.8% | -$17.63万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $433.76万 | 0.16% | 58,200 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $431.74万 | 0.16% | 10,543 | 16 | 0.2% | $6,552 | 加仓 |
| IWS | ISHARES TR | $428.85万 | 0.16% | 26,054 | -2 | -0.0% | -$329 | 减仓 |
| IOO | ISHARES TR | $424.70万 | 0.16% | 31,091 | -982 | -3.1% | -$13.41万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $419.85万 | 0.16% | 16,532 | 132 | 0.8% | $3.35万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $412.96万 | 0.15% | 52,253 | -1,115 | -2.1% | -$8.81万 | 减仓 |
| HDV | ISHARES TR | $405.74万 | 0.15% | 148,025 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $404.37万 | 0.15% | 67,746 | -676 | -1.0% | -$4.04万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $401.79万 | 0.15% | 14,288 | -171 | -1.2% | -$4.81万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $381.57万 | 0.14% | 10,434 | -175 | -1.6% | -$6.40万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $375.53万 | 0.14% | 23,669 | 802 | 3.5% | $12.72万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $362.61万 | 0.13% | 46,542 | -2,524 | -5.1% | -$19.66万 | 减仓 |
| PAVE | GLOBAL X FDS | $361.28万 | 0.13% | 61,318 | -3,422 | -5.3% | -$20.16万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $338.82万 | 0.13% | 21,440 | -8 | -0.0% | -$1,264 | 减仓 |
| SPYM | SPDR SERIES TRUST | $338.80万 | 0.13% | 38,552 | -1,154 | -2.9% | -$10.14万 | 减仓 |
| SDY | SPDR SERIES TRUST | $336.36万 | 0.12% | 22,103 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $318.92万 | 0.12% | 6,678 | -240 | -3.5% | -$11.46万 | 减仓 |
| — | EXXON MOBIL CORP | $316.05万 | 0.12% | 23,117 | 393 | 1.7% | $5.37万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $310.26万 | 0.11% | 18,159 | 18,159 | — | $310.26万 | 新建仓 |
| META | META PLATFORMS INC | $306.88万 | 0.11% | 5,448 | -64 | -1.2% | -$3.61万 | 减仓 |
| GE | GE AEROSPACE | $306.74万 | 0.11% | 8,207 | 15 | 0.2% | $5,606 | 加仓 |
| IJT | ISHARES TR | $300.38万 | 0.11% | 16,818 | -205 | -1.2% | -$3.66万 | 减仓 |
| NOBL | PROSHARES TR | $282.20万 | 0.10% | 50,250 | -418 | -0.8% | -$2.35万 | 减仓 |
| CTAS | CINTAS CORP | $280.19万 | 0.10% | 16,474 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $276.28万 | 0.10% | 10,157 | -45 | -0.4% | -$1.22万 | 减仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $273.15万 | 0.10% | 23,777 | -175 | -0.7% | -$2.01万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $269.49万 | 0.10% | 30,704 | 1,107 | 3.7% | $9.72万 | 加仓 |
| MCK | MCKESSON CORP | $263.48万 | 0.10% | 3,487 | -25 | -0.7% | -$1.89万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $259.37万 | 0.10% | 17,687 | -851 | -4.6% | -$12.48万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $249.16万 | 0.09% | 3,542 | -443 | -11.1% | -$31.16万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $238.54万 | 0.09% | 5,739 | -149 | -2.5% | -$6.19万 | 减仓 |
| TJX | TJX COS INC NEW | $237.73万 | 0.09% | 15,692 | -568 | -3.5% | -$8.61万 | 减仓 |
| APH | AMPHENOL CORP | $237.19万 | 0.09% | 13,452 | -250 | -1.8% | -$4.41万 | 减仓 |
| IXUS | ISHARES TR | $235.59万 | 0.09% | 24,685 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $232.52万 | 0.09% | 1,979 | -73 | -3.6% | -$8.58万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $219.87万 | 0.08% | 4,209 | 76 | 1.8% | $3.97万 | 加仓 |