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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 28
增持 63
减持 45
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$13.3M
310,193
+5%
建仓
FNV
FRANCO NEVADA CORP COM NPV ISIN #CA3518581051 SEDOL #B29NF31
+$8.8M
63,871
增持
MSFT
MICROSOFT
+$6.9M
87,936
+9%
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
CVX
CHEVRON CORP NEW COM
+$6.3M
74,095
+211%
建仓
FANG
DIAMONDBACK ENERGY INC COM
+$6.1M
56,637
增持
MS
MORGAN STANLEY
+$5.2M
69,024
+317%
增持
SOXX
ISHARES SEMICONDUCTOR FUND
+$4.5M
14,375
+97%
增持
PFE
PFIZER INC COM
+$4.3M
253,259
+2%
增持
UNH
UNITEDHEALTH GROUP
+$3.7M
17,647
+33%
增持
QQQ
INVESCO QQQ TRUST
+$3.5M
81,337
+1%
增持
LAND
GLADSTONE LD CORP COM
+$3.3M
131,688
+157%
清仓
PDBC
INVESCO ACTIVELY MANGD ETF FD T OPTIMUM YIELD
-$3.0M
0
-100%
增持
FCX
FREEPORT MCMORAN COPPER
+$3.0M
140,747
+60%
减持
VOOG
VANGUARD S&P 500 GROWTH ETF
+$2.8M
89,229
-1%
建仓
FUND
SPROTT FOCUS TR INC COM
+$2.4M
277,319
增持
TSLA
TESLA MOTORS INC
+$2.3M
7,874
+1%
清仓
—
SPROTT FOCUS TR INC
-$2.2M
0
-100%
增持
COP
CONOCOPHILLIPS COM
+$1.9M
31,152
+577%
建仓
EOG
EOG RESOURCES INC
+$1.9M
21,536
增持
CODI
COMPASS DIVERSIFIED HOLDINGS
+$1.9M
783,299
+0%
建仓
RIO
RIO TINTO PLC SPON ADR
+$1.9M
28,325
清仓
—
GENERAL ELECTRIC CO
-$1.8M
0
-100%
增持
GOOGL
GOOGLE INC
+$1.7M
6,106
+2%
增持
TPL
TEXAS PACIFIC LAND CORPORATION COM
+$1.7M
33,062
+1%
增持
—
EXXON MOBIL CORP COM
+$1.7M
122,424
+24%
减持
NVDA
NVIDIA CORP
+$1.7M
19,031
-0%
建仓
GE
GENERAL ELECTRIC CO COM NEW
+$1.6M
17,210
增持
SPY
SPDR S&P 500 ETF
+$1.6M
32,665
+0%
增持
PBT
PERMIAN BASIN REALTY
+$1.5M
302,282
+14%
增持
HD
HOME DEPOT
+$1.5M
17,046
+1%
增持
BLFY
BLUE FOUNDRY BANCORP COM
+$1.5M
546,646
+15%
减持
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADS
-$1.4M
30,285
-11%
建仓
LNG
CHENIERE ENERGY INC
+$1.4M
13,493
减持
PYPL
PAYPAL HLDGS INC COM
-$1.4M
4,435
-47%
增持
ELV
ANTHEM INC COM
+$1.3M
7,108
+36%
建仓
SCCO
SOUTHERN PERU COPPER CORP
+$1.3M
21,307
增持
VYM
VANGUARD HIGH DIVIDEND YIELD
+$1.3M
126,602
+1%
增持
COST
COSTCO WHOLESALE CORP
+$1.3M
5,348
+35%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$1.2M
43,055
+7%
减持
PG
PROCTER AND GAMBLE CO COM
+$1.2M
58,917
-2%
清仓
—
RIO TINTO
-$1.2M
0
-100%
减持
NOBL
PROSHARES TR S&P 500 ARISTOCRATS
+$1.1M
122,643
-0%
减持
DE
DEERE & CO COM
-$1.1M
4,998
-41%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$1.1M
10,902
+1%
减持
SLV
ISHARES SILVER TRUST ETF
-$1.1M
102,668
-36%
增持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$1.1M
51,625
+6%
建仓
CNI
CANADIAN NATIONAL RAILWAY CO
+$1.1M
8,660
建仓
DVN
DEVON ENERGY CORP
+$1.0M
23,283
增持
VO
VANGUARD MID CAP
+$1.0M
29,882
+7%
减持
SBR
SABINE ROYALTY TRUST
-$996.0K
40,386
-35%
增持
VTI
VANGUARD TOTAL STK MKT
+$942.0K
32,032
+5%
建仓
—
PIONEER NATURAL RESOURCES CO
+$902.0K
4,962
增持
FTCS
FIRST TRUST CAPITAL STRENGTH ETF
+$893.0K
38,608
+22%
减持
SBRA
SABRA HEALTH CARE REIT INC
-$863.0K
10,560
-85%
减持
LLY
LILLY ELI & CO COM
+$852.0K
23,190
-4%
减持
MSB
MESABI TR CTF BEN INT
-$847.0K
61,630
-26%
减持
UNP
UNION PAC CORP COM
+$838.0K
15,133
-0%
增持
CME
CHICAGO MERCANTILE HLDGS INC
+$809.0K
7,091
+69%
增持
BX
BLACKSTONE GROUP LP
+$802.0K
50,416
+3%
增持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
+$793.0K
100,816
+5%
增持
VBR
VANGUARD SMALL CAP VALUE ETF
+$790.0K
23,053
+17%
增持
GOOG
ALPHABET INC CAP STK CL C
+$789.0K
2,953
+1%
减持
IVV
ISHARES S&P 500 INDEX
+$783.0K
17,055
-0%
减持
FBND
FIDELITY TOTAL BOND ETF
-$779.0K
36,997
-28%
减持
SPLV
POWERSHARES SP500 LOW VOLATILITY ETF
+$778.0K
100,831
-0%
增持
COPX
GLOBAL X COPPER MINERS ETF
+$771.0K
36,349
+118%
增持
SPHQ
INVESCO S&P 500 QUALITY ETF
+$756.0K
78,094
+12%
增持
—
BROOKFIELD ASSET MGMT INC COM VOTING
+$746.0K
34,999
+37%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$742.0K
31,506
-1%
减持
META
META PLATFORMS INC CL A
-$739.0K
13,617
-13%
建仓
CTRA
CABOT OIL & GAS CP COM
+$738.0K
38,838
增持
AMD
ADVANCED MICRO DEVICES INC
+$730.0K
11,656
+27%
增持
ADP
AUTOMATIC DATA PROCESSING INC COM
+$716.0K
12,520
+6%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$715.0K
32,261
-30%
减持
DIS
DISNEY WALT CO COM
-$698.0K
24,955
-7%
增持
VOO
VANGUARD S&P 500 ETF
+$690.0K
11,075
+5%
增持
BHP
BHP GROUP LTD SPONSORED ADS
+$682.0K
24,744
+63%
清仓
OIH
VANECK VECTORS ETF TR OIL SVCS
-$681.0K
0
-100%
减持
ABBV
ABBVIE INC COM
+$660.0K
35,374
-9%
增持
VTV
VANGUARD VALUE ETF
+$652.0K
29,849
+8%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL CL A
+$647.0K
6
+20%
减持
JNJ
JOHNSON & JOHNSON COM
+$620.0K
75,901
-1%
清仓
FXC
INVESCO CURRENCY SHRS CDN DLR
-$579.0K
0
-100%
减持
PEP
PEPSICO INC COM
+$570.0K
27,556
-2%
增持
VB
VANGUARD SMALL CAP ETF
+$559.0K
17,643
+13%
建仓
TFC
TRUIST FINL CORP COM
+$551.0K
9,413
减持
T
AT&T INC COM
-$551.0K
104,617
-10%
减持
QCOM
QUALCOMM INC
+$534.0K
10,312
-2%
建仓
SPEM
SPDR PORTFOLIO EMERGING MARKETS ETF
+$534.0K
12,863
建仓
XMLV
INVESCO S&P MIDCAP LOW VOLATILITY ETF
+$524.0K
8,957
减持
CVS
CVS HEALTH CORP COM
+$522.0K
37,015
-5%
建仓
—
ASML HOLDING N V N Y REGISTRY SHS
+$499.0K
626
增持
QQQJ
INVESCO NASDAQ NEXT GEN 100 ETF
+$498.0K
92,959
+17%
增持
SDY
SPDR SER TR S&P DIVID ETF
+$496.0K
41,140
+0%
清仓
—
INVESCO EXCHANGE TRADED FD TR II S&P MIDCP LOW
-$491.0K
0
-100%
减持
SQ
BLOCK INC CL A
-$486.0K
2,320
-35%
减持
V
VISA INC
-$482.0K
28,524
-5%
减持
IAU
ISHARES GOLD TRUST ETF
-$466.0K
7,648
-65%
增持
CAT
CATERPILLAR INC COM
+$463.0K
16,406
+8%
建仓
RSPD
INVESCO S&P 500 EQUAL WEIGHT CONSUMER DISCRETIONARY ETF
+$459.0K
2,932
增持
ABT
ABBOTT LABS COM
+$456.0K
20,113
+0%
减持
CSCO
CISCO SYS INC
+$440.0K
78,161
-6%
增持
NSC
NORFOLK SOUTHERN CRP
+$432.0K
7,304
+0%
增持
TJX
TJX COS INC NEW COM
+$430.0K
36,394
+3%
增持
JMST
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF
+$429.0K
17,922
+88%
减持
USMV
ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD
+$428.0K
86,221
-3%
建仓
SHOP
SHOPIFY INC CL A
+$404.0K
293
建仓
—
BROOKFIELD INFRASTRUCTURE PARTNERS LPISIN #BMG162521014 SEDOL #B2NHY98
+$385.0K
6,333
减持
PPG
PPG INDS INC COM
+$379.0K
13,303
-1%
减持
AB
ALLIANCEBERNSTEIN HLDG UNIT LTD PARTNERSHIP INT
-$375.0K
19,164
-28%
减持
IVW
ISHARES S&P 500 GROWTH ETF
+$370.0K
39,661
-1%
减持
OSK
OSHKOSH TRUCK CORP
-$362.0K
2,527
-60%
建仓
MOS
MOSAIC CO
+$358.0K
9,113
增持
TSM
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
+$354.0K
15,443
+15%
增持
GWW
GRAINGER W W INC COM
+$336.0K
2,664
+0%
减持
KWEB
KRANESHARES CSI CHINA INTERNET ETF
-$335.0K
10,409
-31%
清仓
—
KANSAS CITY SOUTHERN
-$332.0K
0
-100%
增持
IJR
ISHARES S&P SMALLCAP 600 ETF
+$325.0K
31,203
+5%
增持
PKW
INVESCO BUYBACK ACHIEVERS ETF
+$323.0K
12,812
+26%
减持
NEE
NEXTERA ENERGY INC COM
+$319.0K
24,288
-2%
清仓
CRT
CROSS TIMBERS ROYALTY TR
-$312.0K
0
-100%
增持
CSX
CSX CORP
+$309.0K
27,764
+12%
建仓
—
CANADIAN PAC RAILWAYLTD
+$309.0K
4,292
增持
IWM
ISHARES RUSSELL 2000 ETF
+$306.0K
7,442
+21%
增持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$305.0K
62,726
+11%
建仓
ICE
INTERCONTINENTALEXCHINTL
+$300.0K
2,196
减持
AVGO
AVAGO TECHNOLOGIES LTD
+$297.0K
1,659
-0%
增持
—
MEDTRONIC PLC SHS
-$295.0K
13,548
+0%
减持
ROP
ROPER INDUSTRIES INC
+$293.0K
10,051
-4%
增持
TRV
TRAVELERS COMPANIES INC COM
+$293.0K
6,901
+33%
增持
IUSG
ISHARES CORE S&P U.S. GROWTH ETF
+$292.0K
13,888
+8%
减持
ARKK
ARK INNOVATION ETF
-$291.0K
18,031
-0%
建仓
—
STAR BULK CARRIERS CORP. SHS PAR
+$290.0K
12,810
减持
VZ
VERIZON COMMUNICATIONS
-$290.0K
49,752
-7%
清仓
BND
VANGUARD BD INDEX FDS TOTAL BD MKT
-$289.0K
0
-100%
清仓
FXA
INVESCO CURRENCY SHRS AUSTRALIAN DOL
-$289.0K
0
-100%
建仓
RPV
INVESCO S&P 500 PURE VALUE ETF
+$287.0K
3,552
减持
—
MAGELLAN MIDSTREAM PARTNERS LP
-$286.0K
8,111
-44%
减持
SLB
SCHLUMBERGER LTD COM STK
-$284.0K
31,201
-24%
建仓
ENB
ENBRIDGE INC COM
+$284.0K
7,263
增持
ADM
ARCHER DANIELS MIDLAND CO COM
+$278.0K
32,977
+1%
增持
IJH
ISHARES CORE S&P MID CAP ETF
+$278.0K
13,828
+0%
建仓
WU
WESTERN UNION COMPANY
+$273.0K
15,315
建仓
SMOG
MARKET VECTORS ETF TR GLOBAL ALTERNATIVE ENERGY ETF NEW
+$273.0K
1,706
清仓
—
ETF SER SOLUTIONS DEFIANCE NXT GN
-$272.0K
0
-100%
减持
LOW
LOWES COS INC COM
+$270.0K
4,928
-0%
减持
MINT
PIMCO ENHANCED SHORT MATURITY ETF
-$267.0K
20,844
-11%
清仓
—
STARWOOD PPTY TR INC
-$267.0K
0
-100%
清仓
ARKW
ARK ETF NEXT GNRTN INTER
-$267.0K
0
-100%
建仓
STWD
STARWOOD PROPERTY TRUST
+$266.0K
10,938
