13F 机构持仓

HAGER INVESTMENT MANAGEMENT SERVICES, LLC

NEW LONDON NH · SEC CIK 0002026645

2026Q22026Q1 更早 9 个季度 🔒
$2.17亿2026Q2 申报市值
352持仓数
32.6%前十大占比 · 第一大 4.9%
44 / 21新建仓 / 清仓
申报市值走势$2.17亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AVGO 4.9%
AAPL 4.5%
NVDA 4.2%
GOOGL 4.0%
MSFT 3.0%
GLW 2.6%
LLY 2.5%
MRVL 2.4%
META 2.2%
PLTR 2.2%

2026Q2 买入最多 按季末市值估算

KLAC 加仓+$398.89万
BIIB 新建仓+$159.47万
NFLX 加仓+$121.54万
CVS 加仓+$117.17万
BNS 加仓+$113.20万

2026Q2 卖出最多 按季末市值估算

AMD 减仓-$411.28万
DELL 减仓-$330.54万
GLW 减仓-$230.09万
CSCO 减仓-$102.35万
TSM 减仓-$80.90万

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
WELL WELLTOWER INC COM $3.20万0.01%141 -1-0.7% -$227 减仓
FAN FIRST TRUST GLOBAL WIND ENERGY ETF $3.23万0.01%1,295 312.5% $774 加仓
XLG INVESCO S&P 500 TOP 50 ETF $3.37万0.02%550 00.0% — 不变
DVN DEVON ENERGY CORP NEW COM $3.41万0.02%826 -7-0.8% -$289 减仓
GRMN GARMIN LTD SHS $3.42万0.02%144 96.7% $2,138 加仓
ADM ARCHER DANIELS MIDLAND CO COM $3.46万0.02%453 378.9% $2,827 加仓
IUSV ISHARES CORE S&P US VALUE ETF $3.55万0.02%322 00.0% — 不变
RVT ROYCE SMALL CAP TRUST INC COM $3.59万0.02%1,944 1,7831,107.5% $3.29万 加仓
CARR CARRIER GLOBAL CORPORATION COM $3.59万0.02%490 -124-20.2% -$9,096 减仓
CL COLGATE PALMOLIVE CO COM $3.67万0.02%400 00.0% — 不变
TFX TELEFLEX INCORPORATED COM $3.68万0.02%290 00.0% — 不变
ADX ADAMS DIVERSIFIED EQUITY FD COM $3.69万0.02%1,445 1,445— $3.69万 新建仓
XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF $3.86万0.02%727 -235-24.4% -$1.25万 减仓
UBER UBER TECHNOLOGIES INC COM $3.95万0.02%547 10924.9% $7,866 加仓
ABT ABBOTT LABORATORIES COM $3.97万0.02%437 -458-51.2% -$4.16万 减仓
QCOM QUALCOMM INC COM $3.97万0.02%215 -285-57.0% -$5.27万 减仓
CET CENTRAL SECS CORP COM $3.99万0.02%761 761— $3.99万 新建仓
RLAY RELAY THERAPEUTICS INC COM $4.08万0.02%2,178 00.0% — 不变
CTVA CORTEVA INC COM $4.19万0.02%495 173.6% $1,440 加仓
MMM 3M CO COM $4.19万0.02%259 20.8% $324 加仓
ENB ENBRIDGE INC COM $4.21万0.02%777 00.0% — 不变
FLEX FLEX LTD ORD $4.42万0.02%273 3112.8% $5,024 加仓
DIS DISNEY WALT CO COM $4.43万0.02%460 4811.7% $4,621 加仓
PEP PEPSICO INC COM $4.45万0.02%329 154.8% $2,031 加仓
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF $4.73万0.02%195 -34-14.8% -$8,242 减仓
RDDT REDDIT INC CL A $4.86万0.02%280 235522.2% $4.08万 加仓
STLD STEEL DYNAMICS INC COM $4.91万0.02%214 -59-21.6% -$1.35万 减仓
IBB ISHARES BIOTECHNOLOGY ETF $4.94万0.02%260 00.0% — 不变
SPGI S&P GLOBAL INC COM $5.09万0.02%125 00.0% — 不变
IWM ISHARES RUSSELL 2000 ETF $5.14万0.02%171 00.0% — 不变
VZ VERIZON COMMUNICATIONS INC COM $5.21万0.02%1,230 80.7% $339 加仓
SPYX STATE STREET SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF $5.22万0.02%854 202.4% $1,222 加仓
ADP AUTOMATIC DATA PROCESSING INC COM $5.26万0.02%235 00.0% — 不变
ASML ASML HLDG NV N Y REGISTRY SHS $5.37万0.02%27 17170.0% $3.38万 加仓
VRT VERTIV HOLDINGS CO COM CL A $5.99万0.03%179 -47-20.8% -$1.57万 减仓
XEL XCEL ENERGY INC COM $6.06万0.03%755 -245-24.5% -$1.97万 减仓
CP CANADIAN PACIFIC KANSAS CITY COM $6.20万0.03%715 7511.7% $6,499 加仓
IBM INTERNATIONAL BUSINESS MACHS COM $6.50万0.03%231 -19-7.6% -$5,343 减仓
GE GE AEROSPACE COM NEW $6.65万0.03%178 00.0% — 不变
IVV ISHARES CORE S&P 500 ETF $7.19万0.03%96 -3-3.0% -$2,247 减仓
ECL ECOLAB INC COM $7.30万0.03%262 00.0% — 不变
BDX BECTON DICKINSON & CO COM $7.46万0.03%493 00.0% — 不变
GLD SPDR GOLD SHARES $7.77万0.04%211 00.0% — 不变
WGO WINNEBAGO INDS INC COM $8.08万0.04%2,587 -1,437-35.7% -$4.49万 减仓
VEA VANGUARD FTSE DEVELOPED MARKETS ETF $8.14万0.04%1,142 -70-5.8% -$4,988 减仓
OBDC BLUE OWL CAPITAL CORPORATION COM $8.29万0.04%7,622 00.0% — 不变
INTC INTEL CORP COM $8.38万0.04%600 15033.3% $2.09万 加仓
DE DEERE & CO COM $8.50万0.04%134 00.0% — 不变
SLV ISHARES SILVER TRUST $8.88万0.04%1,661 00.0% — 不变
GS GOLDMAN SACHS GROUP INC COM $9.10万0.04%90 22.3% $2,023 加仓
PEG PUBLIC SVC ENTERPRISE GROUP COM $9.11万0.04%1,123 00.0% — 不变
VONG VANGUARD RUSSELL 1000 GROWTH ETF $9.41万0.04%736 00.0% — 不变
GD GENERAL DYNAMICS CORP COM $9.60万0.04%271 -33-10.9% -$1.17万 减仓
STT STATE STR CORP COM $9.67万0.04%570 00.0% — 不变
PSX PHILLIPS 66 COM $9.99万0.05%591 -14-2.3% -$2,367 减仓
MS MORGAN STANLEY COM NEW $10.54万0.05%504 -96-16.0% -$2.01万 减仓
FSLR FIRST SOLAR INC COM $10.81万0.05%458 -60-11.6% -$1.42万 减仓
LIT GLOBAL X LITHIUM & BATTERY TECH ETF $11.32万0.05%1,446 00.0% — 不变
EQIX EQUINIX INC COM $11.57万0.05%111 -16-12.6% -$1.67万 减仓
HAL HALLIBURTON CO COM $12.17万0.06%3,586 39112.2% $1.33万 加仓
CMI CUMMINS INC COM $12.27万0.06%172 -8-4.4% -$5,706 减仓
VHT VANGUARD HEALTH CARE ETF $12.50万0.06%418 418— $12.50万 新建仓
VONV VANGUARD RUSSELL 1000 VALUE ETF $13.03万0.06%1,226 -70-5.4% -$7,442 减仓
CMCSA COMCAST CORP NEW CL A $13.26万0.06%5,400 -39-0.7% -$957 减仓
ORCL ORACLE CORP COM $13.72万0.06%936 -204-17.9% -$2.99万 减仓
MA MASTERCARD INCORPORATED CL A $13.87万0.06%270 00.0% — 不变
PG PROCTER & GAMBLE CO COM $13.95万0.06%951 00.0% — 不变
MCD MCDONALDS CORP COM $13.99万0.06%517 10.2% $271 加仓
MET METLIFE INC COM $14.87万0.07%1,757 00.0% — 不变
UNH UNITEDHEALTH GROUP INC COM $15.30万0.07%368 4012.2% $1.66万 加仓
C CITIGROUP INC COM NEW $15.83万0.07%1,131 -199-15.0% -$2.79万 减仓
KO COCA COLA CO COM $15.92万0.07%1,959 00.0% — 不变
DUK DUKE ENERGY CORP NEW COM NEW $16.33万0.08%1,290 -85-6.2% -$1.08万 减仓
TRV TRAVELERS COMPANIES INC COM $16.51万0.08%500 00.0% — 不变
TMDX TRANSMEDICS GROUP INC COM $17.29万0.08%2,603 -1,186-31.3% -$7.88万 减仓
KMB KIMBERLY-CLARK CORP COM $17.52万0.08%1,596 00.0% — 不变
SO SOUTHERN CO COM $18.16万0.08%1,897 00.0% — 不变
BHB BAR HBR BANKSHARES COM $18.60万0.09%4,925 00.0% — 不变
NEE NEXTERA ENERGY INC COM $22.47万0.10%2,560 -224-8.0% -$1.97万 减仓
MTB M & T BK CORP COM $22.90万0.11%962 -73-7.1% -$1.74万 减仓
LRCX LAM RESEARCH CORP COM NEW $23.83万0.11%550 00.0% — 不变
WEC WEC ENERGY GROUP INC COM $25.34万0.12%2,170 00.0% — 不变
EVRG EVERGY INC COM $26.45万0.12%3,060 00.0% — 不变
QQQ INVESCO QQQ TRUST SERIES I $28.57万0.13%388 -10-2.5% -$7,364 减仓
DKS DICKS SPORTING GOODS INC COM $28.78万0.13%1,269 -64-4.8% -$1.45万 减仓
WM WASTE MGMT INC DEL COM $30.36万0.14%1,362 -165-10.8% -$3.68万 减仓
GILD GILEAD SCIENCES INC COM $30.71万0.14%2,431 -5,380-68.9% -$67.97万 减仓
SPHQ INVESCO S&P 500 QUALITY ETF $33.72万0.16%3,742 00.0% — 不变
DGX QUEST DIAGNOSTICS INC COM $33.92万0.16%1,600 00.0% — 不变
WPM WHEATON PRECIOUS METALS CORP COM $34.41万0.16%3,064 1,13558.8% $12.75万 加仓
ALB ALBEMARLE CORP COM $34.62万0.16%2,564 1,568157.4% $21.17万 加仓
LMT LOCKHEED MARTIN CORP COM $35.87万0.16%704 -104-12.9% -$5.30万 减仓
VOO VANGUARD S&P 500 ETF $37.72万0.17%549 00.0% — 不变
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW $37.88万0.17%757 -57-7.0% -$2.85万 减仓
IWF ISHARES RUSSELL 1000 GROWTH ETF $37.88万0.17%3,051 -33-1.1% -$4,098 减仓
PNC PNC FINL SVCS GROUP INC COM $38.02万0.17%1,544 -135-8.0% -$3.32万 减仓
PRU PRUDENTIAL FINL INC COM $38.36万0.18%3,554 -40-1.1% -$4,317 减仓
UNP UNION PAC CORP COM $39.33万0.18%1,446 00.0% — 不变
SPY STATE STREET SPDR S&P 500 ETF $39.43万0.18%528 00.0% — 不变
AMAT APPLIED MATLS INC COM $43.38万0.20%600 600— $43.38万 新建仓