小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 20
增持 58
减持 60
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
CVX
CHEVRON CORP NEW COM
+$9.0M
108,400
+46%
增持
EOG
EOG RESOURCES INC
+$7.1M
75,689
+251%
增持
—
EXXON MOBIL CORP COM
+$5.7M
159,423
+30%
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
FANG
DIAMONDBACK ENERGY INC COM
+$5.5M
84,847
+50%
增持
DVN
DEVON ENERGY CORP
+$5.5M
110,635
+375%
增持
—
PIONEER NATURAL RESOURCES CO
+$5.3M
24,894
+402%
增持
COP
CONOCOPHILLIPS COM
+$5.3M
75,289
+142%
增持
CODI
COMPASS DIVERSIFIED HOLDINGS
-$5.2M
788,511
+1%
减持
MSFT
MICROSOFT
-$4.8M
80,514
-8%
减持
SOXX
ISHARES SEMICONDUCTOR FUND
-$4.6M
6,684
-54%
减持
AAPL
APPLE INC
-$4.5M
289,898
-7%
减持
MS
MORGAN STANLEY
-$4.2M
28,908
-58%
增持
FCX
FREEPORT MCMORAN COPPER
+$4.1M
200,383
+42%
增持
COPX
GLOBAL X COPPER MINERS ETF
+$4.0M
117,618
+224%
增持
RIO
RIO TINTO PLC SPON ADR
+$4.0M
72,782
+157%
增持
LNG
CHENIERE ENERGY INC
+$3.4M
34,189
+153%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$2.8M
63,135
+47%
增持
JMST
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF
+$2.4M
66,035
+268%
减持
BX
BLACKSTONE GROUP LP
-$2.2M
34,210
-32%
增持
CTRA
CABOT OIL & GAS CP COM
+$2.2M
107,527
+177%
增持
QQQ
INVESCO QQQ TRUST
-$2.2M
83,307
+2%
增持
BHP
BHP GROUP LTD SPONSORED ADS
+$2.1M
46,432
+88%
减持
HD
HOME DEPOT
-$2.1M
16,780
-2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$1.9M
31,984
+2%
增持
PFE
PFIZER INC COM
-$1.7M
255,905
+1%
增持
VTV
VANGUARD VALUE ETF
+$1.6M
40,879
+37%
清仓
MSB
MESABI TR CTF BEN INT
-$1.6M
0
-100%
减持
KKR
KKR & CO LP
-$1.6M
21,967
-43%
减持
TPL
TEXAS PACIFIC LAND CORPORATION COM
-$1.6M
29,355
-11%
增持
PHYS
SPROTT PHYSICAL GOLD TR UNIT
+$1.6M
469,539
+20%
建仓
EQNR
STATOIL ASA SPONSORED ADR CMN
+$1.6M
42,161
清仓
AIG
AMERICAN INTL GROUP INC COM NEW
-$1.6M
0
-100%
建仓
CNQ
CANADIAN NATURAL RESOURCES LTD
+$1.5M
24,642
增持
VOOG
VANGUARD S&P 500 GROWTH ETF
-$1.5M
92,273
+3%
增持
META
META PLATFORMS INC CL A
-$1.5M
13,925
+2%
增持
ADM
ARCHER DANIELS MIDLAND CO COM
+$1.3M
39,383
+19%
增持
GLD
SPDR GOLD ETF
+$1.3M
50,031
+11%
减持
JPM
JPMORGAN CHASE & CO COM
-$1.3M
51,546
-2%
增持
VUG
VANGUARD GROWTH ETF
+$1.3M
13,210
+69%
减持
FNV
FRANCO NEVADA CORP COM NPV ISIN #CA3518581051 SEDOL #B29NF31
-$1.3M
47,499
-26%
减持
TMO
THERMO FISHER SCIENTIFIC INC COM
-$1.2M
10,279
-6%
增持
IWP
ISHARES RUSSELL MIDCAP GROWTH ETF
+$1.2M
20,099
+176%
增持
MOS
MOSAIC CO
+$1.2M
23,036
+153%
建仓
RAAX
VANECK INFLATION ALLOCATION ETF
+$1.2M
41,465
增持
VB
VANGUARD SMALL CAP ETF
+$1.1M
24,156
+37%
清仓
—
TEEKAY LNG PARTNERS L P UNIT LTD PARTNERSHIP INT
-$1.1M
0
-100%
建仓
VTIP
VANGUARD SHORT TERM INFL-PROTECTED
+$1.1M
20,571
增持
VGT
VANGUARD INFORMATION TECHNOLOGY
+$1.0M
4,752
+129%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD
+$996.0K
135,314
+7%
增持
ABBV
ABBVIE INC COM
+$993.0K
35,676
+1%
减持
ADBE
ADOBE SYS INC
-$969.0K
8,015
-2%
清仓
AB
ALLIANCEBERNSTEIN HLDG UNIT LTD PARTNERSHIP INT
-$936.0K
0
-100%
减持
VTI
VANGUARD TOTAL STK MKT
-$902.0K
30,009
-6%
增持
SBR
SABINE ROYALTY TRUST
+$887.0K
44,508
+10%
减持
GOOG
ALPHABET INC CAP STK CL C
-$865.0K
2,750
-7%
增持
SLB
SCHLUMBERGER LTD COM STK
+$858.0K
43,375
+39%
清仓
RVTY
PERKINELMER INC COM
-$810.0K
0
-100%
减持
ARKK
ARK INNOVATION ETF
-$804.0K
13,603
-25%
增持
LLY
LILLY ELI & CO COM
+$804.0K
25,177
+9%
增持
RTX
RAYTHEON TECHNOLOGIES CORP COM
+$775.0K
50,100
+3%
增持
IXN
ISHARES TRUST S&P GLOBAL INFO TECHNOLOGY
+$767.0K
20,734
+206%
减持
COST
COSTCO WHOLESALE CORP
-$767.0K
3,942
-26%
建仓
PDBC
INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NOA K-1A ETF
+$755.0K
42,800
减持
CSCO
CISCO SYS INC
-$754.0K
75,311
-4%
减持
DIS
DISNEY WALT CO COM
-$731.0K
22,847
-8%
减持
—
BROOKFIELD ASSET MGMT INC COM VOTING
-$725.0K
24,533
-30%
增持
DE
DEERE & CO COM
+$714.0K
5,843
+17%
减持
WOOD
ISHARES S&P GLOBAL TIMBER & FORESTRY INDEX FUND
-$667.0K
7,029
-50%
减持
ZTS
ZOETIS INC COM CL A
-$641.0K
2,829
-41%
增持
SPHQ
INVESCO S&P 500 QUALITY ETF
+$628.0K
95,832
+23%
增持
CIBR
FIRST TRUST NASDAQ CEA CYBERSECURITY ETF
+$620.0K
18,653
+166%
增持
VDE
VANGUARD ENERGY
+$608.0K
8,814
+104%
减持
SWK
STANLEY BLACK & DECKER INC COM
-$607.0K
11,931
-1%
减持
LAND
GLADSTONE LD CORP COM
-$600.0K
105,613
-20%
减持
TJX
TJX COS INC NEW COM
-$595.0K
35,783
-2%
增持
SCCO
SOUTHERN PERU COPPER CORP
+$594.0K
25,146
+18%
增持
PG
PROCTER AND GAMBLE CO COM
-$587.0K
59,235
+1%
增持
UNP
UNION PAC CORP COM
+$581.0K
16,084
+6%
减持
MA
MASTERCARD INC
-$568.0K
4,744
-25%
增持
PKW
INVESCO BUYBACK ACHIEVERS ETF
+$559.0K
19,841
+55%
增持
BMY
BRISTOL-MYERS SQUIBB CO COM
+$551.0K
38,973
+6%
建仓
PXE
INVESCO DYNAMIC ENERGY EXPLORATION & PRODUCTION ETF
+$548.0K
19,765
减持
SBUX
STARBUCKS CORP
-$540.0K
15,051
-8%
减持
AMD
ADVANCED MICRO DEVICES INC COM
-$536.0K
10,432
-11%
减持
ABT
ABBOTT LABS COM
-$532.0K
19,420
-3%
减持
L
LOEWS CORP COM
-$526.0K
15,261
-42%
减持
PYPL
PAYPAL HLDGS INC COM
-$524.0K
2,701
-39%
建仓
CF
CF INDUSTRIES HOLDINGS, INC.
+$523.0K
5,070
减持
PBT
PERMIAN BASIN REALTY
+$519.0K
285,542
-6%
建仓
FTEC
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
+$511.0K
4,149
增持
LMT
LOCKHEED MARTIN CORP
+$508.0K
5,711
+1%
减持
TSM
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
-$485.0K
13,173
-15%
减持
EFAV
ISHARES MSCI EAFE MIN VOL FACTOR ETF
-$469.0K
10,392
-35%
增持
GOOGL
GOOGLE INC
-$468.0K
6,192
+1%
减持
QQQJ
INVESCO NASDAQ NEXT GEN 100 ETF
-$448.0K
92,036
-1%
建仓
IJS
ISHARES S&P SMALLCAP 600 VALUE ETF
+$447.0K
4,367
增持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$438.0K
4,739
+245%
建仓
AMLP
ALPS TRUST ETF ALERIAN MLP
+$433.0K
11,310
清仓
SHW
SHERWIN WILLIAMS CO COM
-$433.0K
0
-100%
减持
BAC
BK OF AMERICA CORP COM
-$429.0K
122,725
-1%
建仓
PSX
PHILLIPS 66
+$426.0K
4,928
减持
CARR
CARRIER GLOBAL CORPORATION COM
-$426.0K
34,422
-7%
减持
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADS
-$425.0K
29,163
-4%
减持
V
VISA INC
-$420.0K
25,982
-9%
减持
FBND
FIDELITY TOTAL BOND ETF
-$416.0K
31,056
-16%
减持
PFF
ISHARES S&P U.S. PREFERRED STOCK ETF
-$415.0K
40,344
-16%
减持
DHR
DANAHER CORP
-$412.0K
6,356
-8%
增持
LHX
L3HARRIS TECHNOLOGIES INC COM
+$404.0K
3,261
+71%
清仓
SQ
BLOCK INC CL A
-$375.0K
0
-100%
增持
IJR
ISHARES S&P SMALLCAP 600 ETF
+$372.0K
36,569
+17%
减持
XOP
SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF
+$371.0K
9,637
-0%
建仓
IAK
ISHARES TR DOW JONESUS INS INDEX FD
+$370.0K
4,060
减持
GWW
GRAINGER W W INC COM
-$367.0K
1,965
-26%
建仓
FENY
FIDELITY MSCI ENERGY INDEX ETF
+$366.0K
17,486
增持
F
FORD MOTOR COMPANY
+$360.0K
49,823
+114%
减持
C
CITIGROUP INC
-$356.0K
20,832
-14%
增持
WCLD
WISDOMTREE CLOUD COMPUTING FUND
+$355.0K
14,642
+211%
减持
ROP
ROPER INDUSTRIES INC
-$353.0K
9,722
-3%
减持
HON
HONEYWELL INTL INC
-$345.0K
14,286
-5%
减持
USMV
ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD
-$344.0K
85,486
-1%
增持
DON
WISDOMTREE MIDCAP DIVIDEND
+$339.0K
13,829
+123%
清仓
—
BROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNIT
-$339.0K
0
-100%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$331.0K
27,414
-15%
减持
UNH
UNITEDHEALTH GROUP
-$327.0K
16,735
-5%
减持
AMAT
APPLIED MATLS INC COM
-$323.0K
4,441
-23%
建仓
GLDM
SPDR GOLD MINISHARES TRUST
+$321.0K
8,353
减持
—
LINDE PLC SHS
-$320.0K
1,984
-28%
建仓
FUTY
FIDELITY MSCI UTILITIES INDEX ETF
+$319.0K
6,666
减持
ELV
ANTHEM INC COM
-$318.0K
6,061
-15%
增持
VO
VANGUARD MID CAP
-$315.0K
30,684
+3%
减持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
-$313.0K
51,289
-1%
清仓
VTEB
VANGUARD TAX-EXEMPT BOND ETF
-$312.0K
0
-100%
减持
AXP
AMERICAN EXPRESS CO COM
-$311.0K
7,174
-29%
增持
BOND
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND
+$310.0K
7,887
+75%
建仓
REZ
ISHARES FTSE NAREIT RESID PLUS CP IDX
+$308.0K
3,210
建仓
RSPF
INVESCO S&P 500 EQUAL WEIGHT FINANCIALS ETF
+$306.0K
4,798
增持
AFRM
AFFIRM HLDGS INC COM CL A
-$303.0K
6,465
+8%
建仓
DNOV
FT CBOE VEST U.S. EQUITY DEEP BUFFER ETF - NOVEMBER
+$300.0K
8,660
减持
IWM
ISHARES RUSSELL 2000 ETF
-$300.0K
6,604
-11%
清仓
ICE
INTERCONTINENTALEXCHINTL
-$300.0K
0
-100%
减持
JNJ
JOHNSON & JOHNSON COM
+$299.0K
74,948
-1%
减持
OTIS
OTIS WORLDWIDE CORP COM
-$298.0K
15,164
-10%
增持
NVDA
NVIDIA CORP
-$294.0K
19,436
+2%
减持
ADP
AUTOMATIC DATA PROCESSING INC COM
-$293.0K
12,278
-2%
减持
GS
GOLDMAN SACHS GROUP INC
-$293.0K
4,176
-4%
减持
GILD
GILEAD SCIENCES INC
-$293.0K
4,946
-39%
建仓
PXF
INVESCO FTSE RAFI DEVELOPED MARKETS EX-U.S. ETF
+$291.0K
6,300
建仓
FHLC
FIDELITY MSCI HEALTH CARE INDEX ETF
+$289.0K
4,404
清仓
OSK
OSHKOSH TRUCK CORP
-$285.0K
0
-100%
清仓
PPL
PPL CORP COM
-$284.0K
0
-100%
