HAGER INVESTMENT MANAGEMENT SERVICES, LLC
NEW LONDON NH · SEC CIK 0002026645
$1.82亿2026Q1 申报市值
329持仓数
33.3%前十大占比 · 第一大 4.8%
22 / 15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
MU 新建仓+$109.02万
BNS 加仓+$77.65万
BG 加仓+$74.44万
GILD 加仓+$59.96万
CFG 加仓+$54.56万
2026Q1 卖出最多 按季末市值估算
GLW 减仓-$121.72万
BCSF 减仓-$58.01万
TSM 减仓-$36.16万
LOW 减仓-$30.34万
AMT 减仓-$28.84万
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 |
|---|---|---|---|---|---|---|---|---|
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | $5.01万 | 0.03% | 229 | 65 | 39.6% | $1.42万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY COM | $5.03万 | 0.03% | 640 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE COM NEW | $5.05万 | 0.03% | 178 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC COM | $5.32万 | 0.03% | 125 | -27 | -17.8% | -$1.15万 | 减仓 |
| SBUX | STARBUCKS CORP COM | $5.40万 | 0.03% | 603 | -7 | -1.1% | -$627 | 减仓 |
| — | HONEYWELL INTL INC COM | $5.65万 | 0.03% | 250 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO COM CL A | $5.66万 | 0.03% | 226 | -17 | -7.0% | -$4,260 | 减仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $5.89万 | 0.03% | 962 | 260 | 37.0% | $1.59万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $6.06万 | 0.03% | 250 | -24 | -8.8% | -$5,817 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $6.13万 | 0.03% | 1,222 | 77 | 6.7% | $3,865 | 加仓 |
| QCOM | QUALCOMM INC COM | $6.44万 | 0.04% | 500 | -200 | -28.6% | -$2.58万 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $6.47万 | 0.04% | 99 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC COM | $6.97万 | 0.04% | 262 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP COM | $7.21万 | 0.04% | 570 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC COM | $7.44万 | 0.04% | 88 | -60 | -40.5% | -$5.08万 | 减仓 |
| DE | DEERE & CO COM | $7.55万 | 0.04% | 134 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO COM | $7.75万 | 0.04% | 493 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $7.77万 | 0.04% | 1,212 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC COM | $7.94万 | 0.04% | 1,000 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $8.07万 | 0.04% | 736 | -260 | -26.1% | -$2.85万 | 减仓 |
| ZTS | ZOETIS INC CL A | $8.40万 | 0.05% | 711 | 0 | 0.0% | — | 不变 |
| OBDC | BLUE OWL CAPITAL CORPORATION COM | $8.43万 | 0.05% | 7,622 | 1,720 | 29.1% | $1.90万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $8.88万 | 0.05% | 328 | -4 | -1.2% | -$1,082 | 减仓 |
| GLD | SPDR GOLD SHARES | $9.08万 | 0.05% | 211 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $9.09万 | 0.05% | 1,123 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES COM | $9.19万 | 0.05% | 895 | -919 | -50.7% | -$9.44万 | 减仓 |
| CMI | CUMMINS INC COM | $9.68万 | 0.05% | 180 | -2 | -1.1% | -$1,076 | 减仓 |
| MS | MORGAN STANLEY COM NEW | $9.87万 | 0.05% | 600 | 0 | 0.0% | — | 不变 |
| FSLR | FIRST SOLAR INC COM | $10.22万 | 0.06% | 518 | 12 | 2.4% | $2,367 | 加仓 |
| GD | GENERAL DYNAMICS CORP COM | $10.43万 | 0.06% | 304 | -74 | -19.6% | -$2.54万 | 减仓 |
| LIT | GLOBAL X LITHIUM & BATTERY TECH ETF | $10.75万 | 0.06% | 1,446 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 COM | $11.02万 | 0.06% | 605 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO COM | $11.08万 | 0.06% | 2,445 | -55 | -2.2% | -$2,492 | 减仓 |
| SLV | ISHARES SILVER TRUST | $11.32万 | 0.06% | 1,661 | 70 | 4.4% | $4,770 | 加仓 |
| AMT | AMERICAN TOWER CORP COM | $11.74万 | 0.06% | 680 | -1,671 | -71.1% | -$28.84万 | 减仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $11.75万 | 0.06% | 550 | 0 | 0.0% | — | 不变 |
| VONV | VANGUARD RUSSELL 1000 VALUE ETF | $12.15万 | 0.07% | 1,296 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC COM | $12.43万 | 0.07% | 1,757 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC COM | $12.45万 | 0.07% | 127 | -72 | -36.2% | -$7.06万 | 减仓 |
| HAL | HALLIBURTON CO COM | $12.46万 | 0.07% | 3,195 | 3,186 | 35,400.0% | $12.42万 | 加仓 |
| WGO | WINNEBAGO INDS INC COM | $12.47万 | 0.07% | 4,024 | -420 | -9.5% | -$1.30万 | 减仓 |
| CW | CURTISS WRIGHT CORP COM | $12.60万 | 0.07% | 185 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS LT SHS | $12.74万 | 0.07% | 6,815 | 6,580 | 2,800.0% | $12.30万 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $13.49万 | 0.07% | 270 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO COM | $13.74万 | 0.08% | 951 | -5 | -0.5% | -$722 | 减仓 |
| TRV | TRAVELERS COMPANIES INC COM | $14.58万 | 0.08% | 500 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO COM | $14.90万 | 0.08% | 1,959 | 128 | 7.0% | $9,735 | 加仓 |
| C | CITIGROUP INC COM NEW | $15.08万 | 0.08% | 1,330 | -130 | -8.9% | -$1.47万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP COM | $15.40万 | 0.08% | 1,596 | -45 | -2.7% | -$4,341 | 减仓 |
| CMCSA | COMCAST CORP NEW CL A | $15.62万 | 0.09% | 5,439 | -118 | -2.1% | -$3,388 | 减仓 |
| BHB | BAR HBR BANKSHARES COM | $15.98万 | 0.09% | 4,925 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP COM | $16.05万 | 0.09% | 516 | 53 | 11.4% | $1.65万 | 加仓 |
| ORCL | ORACLE CORP COM | $16.77万 | 0.09% | 1,140 | -1,658 | -59.3% | -$24.39万 | 减仓 |
| ALB | ALBEMARLE CORP COM | $17.88万 | 0.10% | 996 | -12 | -1.2% | -$2,154 | 减仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $18.00万 | 0.10% | 1,375 | -90 | -6.1% | -$1.18万 | 减仓 |
| SO | SOUTHERN CO COM | $18.31万 | 0.10% | 1,897 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP COM | $21.40万 | 0.12% | 1,035 | 112 | 12.1% | $2.32万 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $22.97万 | 0.13% | 398 | -5 | -1.2% | -$2,886 | 减仓 |
| EVRG | EVERGY INC COM | $25.07万 | 0.14% | 3,060 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC COM | $25.12万 | 0.14% | 2,170 | 0 | 0.0% | — | 不变 |
| WPM | WHEATON PRECIOUS METALS CORP COM | $25.27万 | 0.14% | 1,929 | 1,929 | — | $25.27万 | 新建仓 |
| NEE | NEXTERA ENERGY INC COM | $25.86万 | 0.14% | 2,784 | 45 | 1.6% | $4,180 | 加仓 |
| DKS | DICKS SPORTING GOODS INC COM | $26.43万 | 0.15% | 1,333 | -521 | -28.1% | -$10.33万 | 减仓 |
| SPHQ | INVESCO S&P 500 QUALITY ETF | $28.14万 | 0.15% | 3,742 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC COM | $31.36万 | 0.17% | 1,600 | -182 | -10.2% | -$3.57万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $32.82万 | 0.18% | 549 | -7 | -1.3% | -$4,184 | 减仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $32.88万 | 0.18% | 771 | -121 | -13.6% | -$5.16万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $34.34万 | 0.19% | 528 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC COM | $34.94万 | 0.19% | 1,679 | -194 | -10.4% | -$4.04万 | 减仓 |
| UNP | UNION PAC CORP COM | $35.08万 | 0.19% | 1,446 | 28 | 2.0% | $6,793 | 加仓 |
| WM | WASTE MGMT INC DEL COM | $35.09万 | 0.19% | 1,527 | -25 | -1.6% | -$5,745 | 减仓 |
| PRU | PRUDENTIAL FINL INC COM | $35.11万 | 0.19% | 3,594 | -1,219 | -25.3% | -$11.91万 | 减仓 |
| TMDX | TRANSMEDICS GROUP INC COM | $37.67万 | 0.21% | 3,789 | 333 | 9.6% | $3.31万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $39.01万 | 0.21% | 814 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON COM | $43.61万 | 0.24% | 1,784 | 15 | 0.8% | $3,667 | 加仓 |
| PLD | PROLOGIS INC. COM | $43.82万 | 0.24% | 3,315 | 3,300 | 22,000.0% | $43.62万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP COM | $48.83万 | 0.27% | 808 | -42 | -4.9% | -$2.54万 | 减仓 |
| TAN | INVESCO SOLAR ETF | $48.91万 | 0.27% | 8,779 | 2,324 | 36.0% | $12.95万 | 加仓 |
| VUSB | VANGUARD ULTRA-SHORT BOND ETF | $52.04万 | 0.29% | 10,453 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP COM | $63.64万 | 0.35% | 3,751 | -276 | -6.9% | -$4.68万 | 减仓 |
| IDXX | IDEXX LABS INC COM | $64.56万 | 0.35% | 1,149 | -307 | -21.1% | -$17.25万 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $68.91万 | 0.38% | 2,148 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC COM | $74.48万 | 0.41% | 3,152 | -1,284 | -28.9% | -$30.34万 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $76.53万 | 0.42% | 2,668 | -225 | -7.8% | -$6.45万 | 减仓 |
| BNS | BANK NOVA SCOTIA B C COM | $78.15万 | 0.43% | 11,275 | 11,204 | 15,780.3% | $77.65万 | 加仓 |
| BAC | BANK OF AMER CORP COM | $85.74万 | 0.47% | 17,588 | 1,192 | 7.3% | $5.81万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $87.64万 | 0.48% | 2,103 | 189 | 9.9% | $7.88万 | 加仓 |
| NEM | NEWMONT CORP COM | $88.99万 | 0.49% | 8,221 | 327 | 4.1% | $3.54万 | 加仓 |
| BG | BUNGE GLOBAL SA COM SHS | $91.55万 | 0.50% | 7,197 | 5,852 | 435.1% | $74.44万 | 加仓 |
| NUE | NUCOR CORP COM | $99.87万 | 0.55% | 5,906 | -243 | -4.0% | -$4.11万 | 减仓 |
| TSLA | TESLA INC COM | $101.19万 | 0.56% | 2,722 | -78 | -2.8% | -$2.90万 | 减仓 |
| MCK | MCKESSON CORP COM | $102.55万 | 0.56% | 1,185 | 10 | 0.9% | $8,654 | 加仓 |
| KR | KROGER CO COM | $105.12万 | 0.58% | 14,528 | -2,078 | -12.5% | -$15.04万 | 减仓 |
| FCX | FREEPORT MCMORAN INC CL B | $107.67万 | 0.59% | 18,317 | -1,602 | -8.0% | -$9.42万 | 减仓 |
| GILD | GILEAD SCIENCES INC COM | $108.86万 | 0.60% | 7,811 | 4,302 | 122.6% | $59.96万 | 加仓 |
| MU | MICRON TECHNOLOGY INC COM | $109.02万 | 0.60% | 3,227 | 3,227 | — | $109.02万 | 新建仓 |
| O | REALTY INCOME CORP COM | $114.13万 | 0.63% | 18,654 | 750 | 4.2% | $4.59万 | 加仓 |
| AMGN | AMGEN INC COM | $118.50万 | 0.65% | 3,368 | 391 | 13.1% | $13.76万 | 加仓 |
| V | VISA INC COM CL A | $122.80万 | 0.67% | 4,063 | 44 | 1.1% | $1.33万 | 加仓 |
| NWE | NORTHWESTERN ENERGY GROUP INC COM NEW | $126.72万 | 0.70% | 19,217 | 3,699 | 23.8% | $24.39万 | 加仓 |