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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 13
增持 54
减持 72
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$11.0M
289,647
-0%
减持
QQQ
INVESCO QQQ TRUST
-$7.2M
81,965
-2%
增持
AMZN
AMAZON.COM INC
-$6.9M
122,053
+1907%
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。
减持
FCX
FREEPORT MCMORAN COPPER
-$6.6M
114,930
-43%
减持
VOOG
VANGUARD S&P 500 GROWTH ETF
-$5.9M
89,724
-3%
减持
RIO
RIO TINTO PLC SPON ADR
-$4.3M
26,135
-64%
减持
COPX
GLOBAL X COPPER MINERS ETF
-$4.2M
37,851
-68%
减持
GOOGL
GOOGLE INC
-$3.9M
6,120
-1%
减持
WPM
SILVER WHEATON CORP
-$3.5M
86,912
-38%
减持
TPL
TEXAS PACIFIC LAND CORPORATION COM
+$3.5M
28,996
-1%
增持
XLE
ENERGY SELECT SECTOR SPDR
+$3.0M
45,907
+1059%
减持
BHP
BHP GROUP LTD SPONSORED ADS
-$2.6M
17,290
-63%
减持
LAND
GLADSTONE LD CORP COM
-$2.5M
61,027
-42%
增持
TSLA
TESLA MOTORS INC
-$2.5M
8,895
+13%
减持
CVX
CHEVRON CORP NEW COM
-$2.5M
104,986
-3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$2.4M
32,549
+2%
减持
NVDA
NVIDIA CORP
-$2.4M
19,358
-0%
减持
FNV
FRANCO NEVADA CORP COM NPV ISIN #CA3518581051 SEDOL #B29NF31
-$2.3M
39,918
-16%
增持
SPY
SPDR S&P 500 ETF
-$2.3M
34,735
+2%
减持
SOXX
ISHARES SEMICONDUCTOR FUND
-$2.2M
2,759
-59%
减持
BX
BLACKSTONE GROUP LP
-$2.0M
25,285
-26%
减持
GOOG
ALPHABET INC CAP STK CL C
-$1.9M
2,651
-4%
减持
MS
MORGAN STANLEY
-$1.9M
8,691
-70%
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$1.9M
45,238
+326%
增持
CODI
COMPASS DIVERSIFIED HOLDINGS
-$1.8M
792,500
+1%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL CL A
+$1.7M
12
+100%
减持
FANG
DIAMONDBACK ENERGY INC COM
-$1.7M
82,000
-3%
减持
SCCO
SOUTHERN PERU COPPER CORP
-$1.6M
5,594
-78%
减持
SLV
ISHARES SILVER TRUST ETF
-$1.6M
36,793
-63%
增持
RAAX
VANECK INFLATION ALLOCATION ETF
+$1.5M
109,586
+164%
减持
BAC
BK OF AMERICA CORP COM
-$1.4M
116,452
-5%
减持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-$1.4M
61,460
-3%
减持
VUG
VANGUARD GROWTH ETF
-$1.4M
10,860
-18%
减持
COP
CONOCOPHILLIPS COM
-$1.4M
68,577
-9%
减持
PHYS
SPROTT PHYSICAL GOLD TR UNIT
-$1.3M
414,643
-12%
减持
JPM
JPMORGAN CHASE & CO COM
-$1.3M
51,024
-1%
减持
VB
VANGUARD SMALL CAP ETF
-$1.2M
22,176
-8%
清仓
FBCG
FIDELITY BLUE CHIP GROWTH ETF
-$1.2M
0
-100%
增持
VO
VANGUARD MID CAP
-$1.2M
31,049
+1%
减持
VTI
VANGUARD TOTAL STK MKT
-$1.2M
29,995
-0%
减持
EQNR
STATOIL ASA SPONSORED ADR CMN
-$1.2M
11,961
-72%
建仓
LDUR
PIMCO ENHANCED LOW DURATION ACTIVE EXCHANGE-TRADED FUND
+$1.1M
11,944
建仓
MTB
M & T BK CORP COM
+$1.1M
7,065
减持
—
BROOKFIELD ASSET MGMT INC COM VOTING
-$1.1M
7,054
-71%
减持
PBT
PERMIAN BASIN REALTY
+$1.1M
280,378
-2%
减持
DIS
DISNEY WALT CO COM
-$1.1M
22,014
-4%
建仓
FCG
FIRST TR ISE REVERE NAT GAS INDEX FD
+$1.1M
48,104
增持
VYM
VANGUARD HIGH DIVIDEND YIELD
-$1.1M
139,018
+3%
增持
VTIP
VANGUARD SHORT TERM INFL-PROTECTED
+$1.0M
40,991
+99%
减持
UNP
UNION PAC CORP COM
-$998.0K
15,922
-1%
增持
LLY
LILLY ELI & CO COM
+$994.0K
25,303
+1%
减持
IWP
ISHARES RUSSELL MIDCAP GROWTH ETF
-$974.0K
13,207
-34%
增持
DVN
DEVON ENERGY CORP
+$932.0K
135,615
+23%
增持
CSCO
CISCO SYS INC
-$928.0K
76,719
+2%
增持
NOBL
PROSHARES TR S&P 500 ARISTOCRATS
-$904.0K
130,826
+3%
减持
VOO
VANGUARD S&P 500 ETF
-$889.0K
11,168
-3%
减持
EOG
EOG RESOURCES INC
-$880.0K
73,739
-3%
增持
FENY
FIDELITY MSCI ENERGY INDEX ETF
+$879.0K
64,155
+267%
增持
BLFY
BLUE FOUNDRY BANCORP COM
-$846.0K
581,959
+1%
减持
MOS
MOSAIC CO
-$820.0K
15,070
-35%
减持
VGT
VANGUARD INFORMATION TECHNOLOGY
-$801.0K
3,607
-24%
增持
META
META PLATFORMS INC CL A
-$793.0K
14,285
+3%
减持
CAT
CATERPILLAR INC COM
-$792.0K
13,274
-7%
清仓
—
PEOPLES BK BRIDGEPORT CN
-$781.0K
0
-100%
增持
ROP
ROPER INDUSTRIES INC
-$751.0K
9,731
+0%
减持
ADBE
ADOBE SYS INC
-$748.0K
7,933
-1%
减持
IVW
ISHARES S&P 500 GROWTH ETF
-$726.0K
38,771
-3%
增持
IWR
ISHARES TR RUSSELL MIDCAP INDEX FD
-$704.0K
55,204
+1%
减持
BMO
BANK OF MONTREAL
-$699.0K
9,000
-32%
减持
INTC
INTEL CORP COM
-$690.0K
55,252
-1%
增持
AMLP
ALPS TRUST ETF ALERIAN MLP
+$681.0K
32,331
+186%
增持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
-$679.0K
55,200
+8%
增持
DE
DEERE & CO COM
-$672.0K
5,864
+0%
减持
V
VISA INC
-$672.0K
25,849
-1%
增持
IDXX
IDEXX LABS INC
-$613.0K
3,142
+0%
减持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
-$611.0K
33,225
-1%
清仓
WCLD
WISDOMTREE CLOUD COMPUTING FUND
-$599.0K
0
-100%
减持
ADM
ARCHER DANIELS MIDLAND CO COM
-$595.0K
38,141
-3%
减持
ARKK
ARK INNOVATION ETF
-$580.0K
8,061
-41%
增持
USMV
ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD
-$579.0K
86,192
+1%
增持
VBR
VANGUARD SMALL CAP VALUE ETF
-$564.0K
24,996
+2%
减持
QQQJ
INVESCO NASDAQ NEXT GEN 100 ETF
-$564.0K
90,586
-2%
建仓
ITA
ISHARES U.S. AEROSPACE & DEFENSE ETF
+$561.0K
5,656
增持
SPHQ
INVESCO S&P 500 QUALITY ETF
-$559.0K
100,581
+5%
减持
CIBR
FIRST TRUST NASDAQ CEA CYBERSECURITY ETF
-$558.0K
10,764
-42%
减持
CME
CHICAGO MERCANTILE HLDGS INC
-$557.0K
4,929
-25%
增持
PG
PROCTER AND GAMBLE CO COM
-$516.0K
59,357
+0%
增持
SPLV
POWERSHARES SP500 LOW VOLATILITY ETF
-$505.0K
100,413
+0%
减持
SLB
SCHLUMBERGER LTD COM STK
-$501.0K
36,104
-17%
增持
IVV
ISHARES S&P 500 INDEX
-$501.0K
19,676
+12%
减持
KKR
KKR & CO LP
-$498.0K
16,983
-23%
清仓
SPEM
SPDR PORTFOLIO EMERGING MARKETS ETF
-$497.0K
0
-100%
减持
GE
GENERAL ELECTRIC CO COM NEW
-$490.0K
16,748
-2%
增持
FHLC
FIDELITY MSCI HEALTH CARE INDEX ETF
+$477.0K
12,621
+187%
建仓
CGDV
CAPITAL GROUP DIVIDEND VALUE ETF
+$474.0K
21,217
增持
IJH
ISHARES CORE S&P MID CAP ETF
-$473.0K
16,000
+5%
增持
NSC
NORFOLK SOUTHERN CRP
-$465.0K
8,056
+0%
减持
BA
BOEING CO COM
-$460.0K
7,027
-5%
减持
HD
HOME DEPOT
-$453.0K
16,663
-1%
减持
IXUS
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
-$449.0K
45,196
-1%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
-$442.0K
10,360
+1%
建仓
LAMR
LAMAR ADVERTISING CO A CLASS A
+$436.0K
4,952
建仓
KYN
KAYNE ANDERSON MLP INVT CO
+$430.0K
51,300
增持
—
PIONEER NATURAL RESOURCES CO
-$427.0K
25,987
+4%
建仓
—
ARDAGH METAL PACKAGING S A SHS
+$420.0K
68,895
减持
WOOD
ISHARES S&P GLOBAL TIMBER & FORESTRY INDEX FUND
-$418.0K
2,825
-60%
建仓
CGUS
CAPITAL GROUP CORE EQUITY ETF
+$417.0K
19,225
减持
EEM
ISHARES MSCI EMERGING MARKETS ETF
-$417.0K
13,615
-36%
增持
FUND
SPROTT FOCUS TR INC COM
-$413.0K
276,987
+0%
减持
VNQ
VANGUARD REIT INDEX ETF
-$403.0K
8,813
-21%
增持
MRK
MERCK & CO INC
+$401.0K
36,735
+2%
清仓
RSPD
INVESCO S&P 500 EQUAL WEIGHT CONSUMER DISCRETIONARY ETF
-$398.0K
0
-100%
增持
TGT
TARGET CORP COM
-$396.0K
5,659
+0%
减持
QCOM
QUALCOMM INC
-$389.0K
11,037
-6%
增持
IBM
INTL BUSINESS MACHINES
+$383.0K
26,904
+2%
减持
JMST
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF
-$379.0K
58,531
-11%
减持
CNQ
CANADIAN NATURAL RESOURCES LTD
-$376.0K
21,441
-13%
减持
IUSG
ISHARES CORE S&P U.S. GROWTH ETF
-$376.0K
16,681
-1%
增持
COST
COSTCO WHOLESALE CORP
-$369.0K
3,966
+1%
增持
FUTY
FIDELITY MSCI UTILITIES INDEX ETF
+$367.0K
15,192
+128%
清仓
MPV
MASSMUTUAL PARTICIPATION INV
-$364.0K
0
-100%
建仓
—
EASTERLY GOVT PPTYS INC COM
+$362.0K
19,020
减持
AMD
ADVANCED MICRO DEVICES INC COM
-$360.0K
10,209
-2%
减持
CARR
CARRIER GLOBAL CORPORATION COM
-$359.0K
34,210
-1%
增持
IJR
ISHARES S&P SMALLCAP 600 ETF
-$359.0K
38,807
+6%
增持
DVY
ISHARES DJ SELECT DIVIDEND
+$351.0K
21,754
+26%
增持
VLO
VALERO ENERGY CORP
+$348.0K
5,801
+119%
增持
MO
ALTRIA GROUP INC COM
-$344.0K
35,751
+2%
建仓
NTR
NUTRIEN LTD COM
+$343.0K
4,301
增持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
-$341.0K
6,838
+3%
减持
PNC
PNC FINL SVCS GROUP INC COM
-$339.0K
10,542
-3%
建仓
SMMU
PIMCO SHORT TERM MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND
+$337.0K
6,800
建仓
AEO
AMERICAN EAGLE OUTFITTERS
+$334.0K
29,899
减持
F
FORD MOTOR COMPANY
-$334.0K
45,765
-8%
增持
SDY
SPDR SER TR S&P DIVID ETF
-$333.0K
42,932
+1%
增持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
-$333.0K
111,364
+6%
清仓
—
CBS CORP CL B
-$332.0K
0
-100%
增持
GLD
SPDR GOLD ETF
-$332.0K
51,680
+3%
增持
SWK
STANLEY BLACK & DECKER INC COM
-$332.0K
12,736
+7%
清仓
HRB
BLOCK H & R INC COM
-$330.0K
0
-100%
增持
LNG
CHENIERE ENERGY INC
+$329.0K
38,103
+11%
增持
MSFT
MICROSOFT
-$326.0K
95,383
+18%
清仓
LBRDA
LIBERTY BROADBAND CORP COM SER A
-$325.0K
0
-100%
减持
XBI
SPDR BIOTECH ETF
-$324.0K
4,438
-39%
减持
ISRG
INTUITIVE SURGICAL, INC.
-$321.0K
2,733
-5%
减持
T
AT&T INC COM
-$318.0K
97,498
-2%
增持
BMY
BRISTOL-MYERS SQUIBB CO COM
+$315.0K
41,047
+5%
清仓
AGG
ISHARES AGGREGATE BOND ETF
-$311.0K
0
-100%
减持
TSM
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
-$310.0K
13,008
-1%
清仓
REZ
ISHARES FTSE NAREIT RESID PLUS CP IDX
-$308.0K
0
-100%
