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Essex Financial Services, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Essex Financial Services, Inc.
报告期 2026-03-31 · CIK 0001315785
持仓数
794
前50大市值合计
$927.9M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 2
增持 127
减持 17
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
TPL
TEXAS PACIFIC LAND CORP
-$13.1M
32,757
-1%
增持
AAPL
APPLE INC
+$12.5M
295,570
+23%
增持
MSFT
MICROSOFT CORP
+$8.4M
80,540
+33%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
VOOG
VANGUARD ADMIRAL FDSINC
+$7.6M
90,486
+29%
增持
GOOGL
ALPHABET INC
+$7.4M
5,964
+43%
建仓
BLFY
BLUE FOUNDRY BANCORP
+$6.5M
473,850
增持
QQQ
INVESCO QQQ TR
+$6.5M
80,509
+15%
增持
VYM
VANGUARD WHITEHALL FDS
+$5.0M
124,761
+60%
增持
GOOG
ALPHABET INC
+$4.6M
2,910
+93%
增持
PFE
PFIZER INC
+$4.5M
248,374
+46%
增持
SPY
SPDR S&P 500
+$4.3M
32,537
+34%
增持
CODI
COMPASS DIVERSIFIEDHLDGS
+$4.0M
782,813
+1%
增持
BX
BLACKSTONE GROUP INC
+$3.9M
49,171
+105%
增持
NOBL
PROSHARES TR S&P 500 DIVD ARISTOCRATS
+$3.7M
123,017
+47%
增持
AMZN
AMAZON COM INC
+$3.5M
6,087
+14%
增持
ADBE
ADOBE SYS INC
+$3.2M
8,347
+150%
增持
VTI
VANGUARD TOTAL STK MKT
+$3.2M
30,586
+76%
增持
RSP
INVESCO S&P 500 EQL WGT
+$2.9M
48,827
+56%
增持
SOXX
ISHARES PHLX SEMICONDUCTORS
+$2.7M
7,302
+413%
增持
BABA
ALIBABA GROUP HLDG
-$2.6M
33,838
+1%
增持
FCX
FREEPORT-MCMORAN INC
+$2.4M
88,232
+511%
减持
—
RIO TINTO
-$2.2M
17,634
-57%
增持
JPM
JP MORGAN CHASE &CO
+$2.2M
52,382
+25%
增持
GLD
SPDR GOLD TR
+$2.2M
47,882
+35%
增持
TMO
THERMO FISHERSCIENTIFIC INC
+$2.1M
10,808
+22%
增持
SPLV
INVESCO EXCHNG TRADED FD TR II S&P LOW VOL
+$2.0M
100,959
+42%
增持
NVDA
NVIDIA CORP
+$2.0M
19,039
+415%
增持
V
VISA INC
+$1.9M
29,916
+34%
增持
VO
VANGUARD INDEX FDS MID CAP VIPERS
+$1.8M
27,862
+30%
增持
DE
DEERE & CO
+$1.8M
8,530
+204%
增持
PG
PROCTER & GAMBLE CO
+$1.8M
60,339
+23%
增持
KKR
KKR & CO
+$1.8M
44,003
+138%
增持
SDY
SPDR SER TR S&P DIVD
+$1.8M
40,968
+58%
增持
BRK/B
BERKSHIRE HATHAWAYINC DEL CL B NEW
+$1.7M
31,793
+16%
增持
META
FACEBOOK INC
+$1.6M
15,673
+25%
增持
PYPL
PAYPAL HLDGS INC
+$1.6M
8,416
+259%
增持
IVV
ISHARES TR CORE S&P 500
+$1.6M
17,065
+18%
增持
UNH
UNITEDHEALTH GROUPINC
+$1.5M
13,265
+36%
增持
PPG
PPG INDUSTRIES INC
+$1.5M
13,392
+377%
增持
PHYS
SPROTT PHYSICAL GOLD TR
+$1.5M
392,597
+34%
增持
MA
MASTERCARD INC CL A
+$1.5M
6,936
+162%
增持
DVY
ISHARES SELECT DIVIDEND
+$1.5M
15,490
+463%
减持
SLB
SCHLUMBERGER LIMITED
-$1.4M
41,096
-50%
增持
VUG
VANGUARD INDEX FDS GROWTH
+$1.4M
8,575
+105%
增持
SPHQ
INVESCO EXCHANGE TRADE FD S&P500 QUALITY
+$1.4M
70,012
+54%
增持
FBND
FIDELITY TOTAL BOND
+$1.3M
51,594
+94%
增持
IWR
ISHARES TR RUSSELLMID-CAP ETF
+$1.3M
55,094
+36%
增持
USMV
ISHARES USA MIN VOL
+$1.3M
89,075
+18%
减持
SLV
ISHARES SILVER TR
-$1.3M
161,030
-15%
增持
FTCS
FIRST TR EXC TRADED FUND CAP STRENGTH
+$1.3M
31,695
+102%
增持
MS
MORGAN STANLEY
+$1.3M
16,534
+268%
减持
FXC
INVESCO CURRENCY SHRS CDN DLR
-$1.3M
7,480
-68%
增持
VOO
VANGUARD INDEX FDS S&P 500
+$1.2M
10,509
+32%
增持
HD
HOME DEPOT INC
+$1.2M
16,901
+20%
增持
ABBV
ABBVIE INC
+$1.2M
38,921
+44%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$1.2M
47,503
+27%
增持
AXP
AMERICAN EXPRESSCOMPANY
+$1.2M
10,062
+182%
增持
UNP
UNION PACIFIC CORP
+$1.2M
15,177
+85%
减持
WPM
WHEATON PRECIOUS METALS CORP
-$1.2M
174,428
-0%
增持
VBR
VANGUARD SMALL CAP VALUE
+$1.2M
19,692
+50%
增持
HON
HONEYWELL INTL INC
+$1.1M
15,149
+58%
增持
VWO
VANGUARD INTL EQUITY INDEX FUND
+$1.1M
46,220
+104%
减持
FXA
INVESCO CURRENCY SHRS AUSTRALIAN DOL
-$1.1M
4,020
-78%
增持
CAT
CATERPILLAR INC
+$1.1M
15,259
+90%
增持
CVS
CVS HEALTH CORP
+$1.1M
38,841
+31%
增持
VIG
VANGUARD GROUP DIV APP
+$995.0K
40,052
+14%
减持
BHP
BHP GROUP LTD
-$993.0K
15,153
-39%
增持
NEE
NEXTERA ENERGY INC
+$971.0K
24,823
+92%
增持
TSLA
TESLA MTRS INC
+$942.0K
7,822
+2%
增持
VB
VANGUARD INDEX FDS SMALL CAP VIPERS
+$928.0K
15,682
+34%
增持
ELV
ANTHEM INC
+$926.0K
5,223
+84%
增持
DGRO
ISHARES TR CORE DIV GROWTH
+$921.0K
95,745
+19%
增持
ITOT
ISHARES CORE S&P TOTAL US STOCK MARKET
+$914.0K
34,824
+27%
增持
VHT
VANGUARD SECTOR INDEX FDS HEALTH CARE VIPERS
+$909.0K
6,179
+129%
清仓
HAL
HALLIBURTON CO
-$903.0K
0
-100%
增持
BRK/A
BERKSHIRE HATHAWAYINC DEL CL A
+$900.0K
5
+67%
增持
—
BROOKFIELD ASSET MGMT INC
+$896.0K
25,553
+177%
增持
IBM
INTERNATIONALBUSINESS MACHS CORP
+$877.0K
26,313
+26%
减持
LLY
LILLY ELI & CO
+$854.0K
24,039
-4%
减持
—
BUNGE LIMITED
-$839.0K
3,981
-73%
增持
VTV
VANGUARD INDEX FDS VALUE
+$835.0K
27,622
+25%
增持
PNC
PNC FINL SVCS GROUPINC
+$834.0K
10,355
+52%
增持
DIS
DISNEY WALT CODISNEY
+$825.0K
26,974
+33%
增持
AMGN
AMGEN INC
+$802.0K
7,300
+142%
增持
ZTS
ZOETIS INC
+$786.0K
5,778
+171%
增持
—
LINDE PLCS
+$773.0K
4,121
+165%
增持
QQQJ
INVESCO ETF FD TR II NASDAQNXT GEN
+$757.0K
79,351
+35%
增持
BAC
BANK AMER CORP
+$753.0K
125,407
+6%
增持
DOW
DOW INC
+$743.0K
25,281
+127%
增持
IJH
ISHARES CORE S&P MID-CAP
+$742.0K
13,821
+24%
增持
ALL
ALLSTATE CORP
+$715.0K
8,242
+184%
增持
VNQ
VANGUARD REAL ESTATE
+$711.0K
10,317
+179%
增持
PRF
INVESCO ETF FD TR FTSE RAFI 999
+$704.0K
9,401
+82%
增持
VGK
VANGUARD INTL EQUITY INDEX FDS FTSE EUROPE
+$701.0K
14,387
+272%
增持
PDBC
INVESCO ACTIVELY MANGD ETF FD T OPTIMUM YIELD
+$699.0K
144,100
+24%
增持
MCD
MCDONALDS CORP
+$694.0K
12,348
+21%
增持
GDXJ
VANECK VECTORS ETF TR JR MINERS
+$694.0K
23,771
+393%
增持
IVW
ISHARES S&P 500 GROWTH
+$692.0K
39,884
+15%
增持
ROP
ROPER TECHNOLOGIES INC
+$690.0K
10,426
+6%
增持
UPS
UNITED PARCEL SVCINC
+$690.0K
8,307
+72%
增持
DHR
DANAHER CORP
+$680.0K
6,729
+11%
增持
MRK
MERCK & CO INC
+$668.0K
39,153
+33%
增持
CARR
CARRIER GLOBAL CORP
+$667.0K
36,850
+25%
增持
TGT
TARGET CORP
+$665.0K
5,025
+105%
增持
—
EXXON MOBIL CORP
+$658.0K
98,968
+7%
增持
COST
COSTCO WHOLESALECORP
+$657.0K
3,976
+24%
增持
JPST
JP MORGAN EXCHANGE TRADED FD ULTRA SHRT INC
+$651.0K
56,399
+29%
增持
MINT
PIMCO ETF TR ENCHANCED SHT MATURITY
+$650.0K
23,392
+37%
减持
BMO
BANK OF MONTREAL
-$650.0K
14,940
-28%
增持
CSCO
CISCO SYSTEMS INC
+$647.0K
82,914
+11%
增持
IXUS
ISHARES TR CORE MSCI TOTAL
+$646.0K
43,359
+25%
增持
ABT
ABBOTT LABS COM
+$644.0K
20,102
+39%
清仓
SJT
SAN JUAN BASIN ROYALTY TR
-$639.0K
0
-100%
增持
IJR
ISHARES CORE S&P SMALL-CAP
+$631.0K
29,745
+23%
增持
GWW
GRAINGER WW INC
+$628.0K
2,659
+155%
增持
SBRA
SABRA HEALTH CARE REIT INC
+$627.0K
68,366
+213%
增持
C
CITIGROUP INC
+$619.0K
24,691
+61%
增持
SQ
SQUARE INC
+$607.0K
3,591
+221%
增持
ORCL
ORACLE CORP
+$597.0K
18,235
+29%
减持
MSB
MESABI TRUST
-$579.0K
83,310
-3%
增持
IDV
ISHARES TR INTL SEL DIV
+$575.0K
26,204
+272%
建仓
COPX
GLOBAL X FDS GLOBAL X COPPER
+$571.0K
16,700
增持
TRV
TRAVELERS COS INC
+$546.0K
5,179
+223%
增持
IUSG
ISHARES CORE S&P US GROWTH
+$545.0K
12,832
+51%
减持
WOOD
ISHARES TR GL TIMB FORE
-$534.0K
16,355
-26%
减持
BND
VANGUARD BD INDEX FDS TOTAL BD MKT
-$521.0K
3,378
-65%
清仓
ENB
ENBRIDGE INC
-$513.0K
0
-100%
增持
VXUS
VANGUARD STAR FD TOTAL INTL STOCK INDEX FD
+$508.0K
32,765
+31%
增持
FBCG
FIDELITY BLUE CHIP GROWTH
+$503.0K
35,199
+61%
减持
T
AT&T INC
-$500.0K
115,715
-3%
增持
OTIS
OTIS WORLDWIDE CORP
+$496.0K
17,021
+29%
增持
GD
GENERAL DYNAMICSCORP
+$494.0K
8,995
+29%
减持
ADM
ARCHER DANIELS-MIDLA ND CO
-$488.0K
32,509
-19%
增持
CSX
CSX CORPORATION
+$486.0K
24,702
+856%
增持
AMAT
APPLIED MATERIALS INC
+$475.0K
5,792
+186%
增持
IDXX
IDEXX LABS INC
+$475.0K
2,847
+8%
增持
SBR
SABINE ROYALTY TR
+$472.0K
62,548
+14%
增持
VEA
VANGUARD FTSE DEVLPED MARKET
+$457.0K
29,963
+39%
增持
SBUX
STARBUCKS CORP
+$443.0K
16,319
+31%
增持
XOP
SPDR SER TR S&P OILGAS EXP
+$438.0K
9,377
+93%
增持
—
ATLASSIAN CORP PLC
+$429.0K
1,887
+28%
减持
SWK
STANLEY BLACK &DECKER INC
-$425.0K
12,518
-5%
清仓
TOL
TOLL BROTHERS INC
-$418.0K
0
-100%
增持
VT
VANGUARD INTL EQUITY FDS TT WORLD ST
+$417.0K
6,081
+192%
增持
VV
VANGUARD LARGE CAP INDEX FD
+$410.0K
3,549
+117%
增持
PEP
PEPSICO INC
+$409.0K
28,036
+4%
增持
QCOM
QUALCOMM INC
+$409.0K
10,479
+47%
增持
LOW
LOWES COS INC
+$403.0K
4,949
+56%
增持
—
MEDTRONICS PLC
+$397.0K
13,541
+23%
增持
APD
AIR PRODS & CHEMSINC
+$394.0K
2,824
+141%
