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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 13
增持 39
减持 63
清仓 35
方向
标的
Δ市值
现股数(环比)
减持
TPL
TEXAS PACIFIC LAND CORPORATION COM
+$5.2M
27,192
-6%
减持
FANG
DIAMONDBACK ENERGY INC COM
-$3.2M
55,966
-32%
减持
EOG
EOG RESOURCES INC
-$3.0M
46,002
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。
-38%
增持
DVN
DEVON ENERGY CORP
+$2.6M
168,144
+24%
增持
CODI
COMPASS DIVERSIFIED HOLDINGS
-$2.6M
795,387
+0%
减持
FCX
FREEPORT MCMORAN COPPER
-$2.4M
35,903
-69%
减持
VOOG
VANGUARD S&P 500 GROWTH ETF
-$2.2M
82,883
-8%
增持
PFE
PFIZER INC COM
-$2.0M
258,909
+1%
减持
VYM
VANGUARD HIGH DIVIDEND YIELD
-$1.9M
128,517
-8%
增持
MSFT
MICROSOFT
-$1.9M
96,905
+2%
增持
LNG
CHENIERE ENERGY INC
+$1.9M
41,757
+10%
减持
COP
CONOCOPHILLIPS COM
-$1.8M
42,118
-39%
建仓
USFR
WISDOMTREE FLOATING RATE TREASURY FUND
+$1.8M
35,604
减持
FNV
FRANCO NEVADA CORP COM NPV ISIN #CA3518581051 SEDOL #B29NF31
-$1.7M
29,523
-26%
增持
GOOGL
GOOGLE INC
-$1.7M
122,189
+1897%
增持
TSLA
TESLA MOTORS INC
+$1.4M
27,821
+213%
增持
—
EXXON MOBIL CORP COM
+$1.4M
166,330
+8%
减持
WPM
SILVER WHEATON CORP
-$1.3M
55,283
-36%
减持
RIO
RIO TINTO PLC SPON ADR
-$1.3M
4,914
-81%
减持
VO
VANGUARD MID CAP
-$1.3M
25,518
-18%
减持
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADS
-$1.2M
27,170
-9%
清仓
SGOL
ETFS GOLD TRUST ETF
-$1.2M
0
-100%
增持
MINT
PIMCO ENHANCED SHORT MATURITY ETF
+$1.2M
32,525
+59%
减持
QQQ
INVESCO QQQ TRUST
-$1.2M
81,544
-1%
清仓
COPX
GLOBAL X COPPER MINERS ETF
-$1.1M
0
-100%
减持
IVV
ISHARES S&P 500 INDEX
-$1.1M
17,596
-11%
增持
JNJ
JOHNSON & JOHNSON COM
-$1.1M
75,802
+0%
减持
VOO
VANGUARD S&P 500 ETF
-$1.0M
8,629
-23%
增持
PG
PROCTER AND GAMBLE CO COM
-$1.0M
59,416
+0%
减持
GLD
SPDR GOLD ETF
-$991.0K
49,880
-3%
清仓
BHP
BHP GROUP LTD SPONSORED ADS
-$971.0K
0
-100%
增持
AMZN
AMAZON.COM INC
+$938.0K
123,017
+1%
减持
CNQ
CANADIAN NATURAL RESOURCES LTD
-$937.0K
4,597
-79%
减持
VBR
VANGUARD SMALL CAP VALUE ETF
-$916.0K
19,729
-21%
减持
PBT
PERMIAN BASIN REALTY
-$902.0K
228,908
-18%
增持
AAPL
APPLE INC
+$902.0K
293,075
+1%
减持
VZ
VERIZON COMMUNICATIONS
-$854.0K
49,798
-8%
减持
FTCS
FIRST TRUST CAPITAL STRENGTH ETF
-$768.0K
35,310
-21%
增持
ADBE
ADOBE SYS INC
-$715.0K
7,955
+0%
减持
INTC
INTEL CORP COM
-$688.0K
53,498
-3%
清仓
SLV
ISHARES SILVER TRUST ETF
-$686.0K
0
-100%
减持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-$680.0K
60,208
-2%
减持
T
AT&T INC COM
-$668.0K
89,722
-8%
减持
FBND
FIDELITY TOTAL BOND ETF
-$651.0K
17,277
-43%
增持
CTRA
CABOT OIL & GAS CP COM
+$643.0K
137,487
+20%
减持
NVDA
NVIDIA CORP
-$633.0K
18,963
-2%
减持
LAND
GLADSTONE LD CORP COM
-$630.0K
39,893
-35%
减持
XLE
ENERGY SELECT SECTOR SPDR
-$610.0K
37,108
-19%
减持
PHYS
SPROTT PHYSICAL GOLD TR UNIT
-$602.0K
412,378
-1%
减持
FCG
FIRST TR ISE REVERE NAT GAS INDEX FD
-$593.0K
20,180
-58%
增持
GOOG
ALPHABET INC CAP STK CL C
-$582.0K
54,259
+1947%
减持
SPHQ
INVESCO S&P 500 QUALITY ETF
-$543.0K
92,631
-8%
增持
RTX
RAYTHEON TECHNOLOGIES CORP COM
-$537.0K
56,879
+5%
增持
LDUR
PIMCO ENHANCED LOW DURATION ACTIVE ETF
+$532.0K
17,731
+48%
减持
CMCSA
COMCAST CORP NEW CL A
-$524.0K
26,491
-20%
减持
V
VISA INC
-$522.0K
25,713
-1%
增持
IBM
INTL BUSINESS MACHINES
-$512.0K
27,668
+3%
减持
KO
COCA COLA CO COM
-$504.0K
68,557
-1%
减持
CAT
CATERPILLAR INC COM
-$461.0K
11,655
-12%
减持
USMV
ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD
-$459.0K
84,612
-2%
建仓
MATV
EQ SCHWEITZER-MAUDUIT INTL I
+$458.0K
20,730
减持
BMO
BANK OF MONTREAL
-$456.0K
4,675
-48%
减持
VTV
VANGUARD VALUE ETF
-$453.0K
47,052
-1%
减持
SPLV
POWERSHARES SP500 LOW VOLATILITY ETF
-$452.0K
99,847
-1%
减持
SWK
STANLEY BLACK & DECKER INC COM
-$449.0K
11,789
-7%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$441.0K
27,093
-21%
减持
PDBC
INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF
-$440.0K
16,600
-58%
建仓
TEAM
ATLASSIAN CORPORATION CL A
+$433.0K
2,056
清仓
KYN
KAYNE ANDERSON MLP INVT CO
-$430.0K
0
-100%
清仓
EQNR
STATOIL ASA SPONSORED ADR CMN
-$416.0K
0
-100%
减持
TOTL
SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF
-$413.0K
8,214
-53%
清仓
—
ATLASSIAN CORP PLC CL A
-$411.0K
0
-100%
减持
TD
TORONTO DOMINION BANK
-$411.0K
8,324
-41%
建仓
PULS
PGIM ULTRA SHORT BOND ETF
+$401.0K
8,162
减持
VB
VANGUARD SMALL CAP ETF
-$398.0K
20,517
-7%
减持
TMO
THERMO FISHER SCIENTIFIC INC COM
-$397.0K
10,316
-0%
增持
ABBV
ABBVIE INC COM
-$393.0K
38,074
+6%
增持
JPM
JPMORGAN CHASE & CO COM
-$382.0K
51,325
+1%
减持
SMDV
PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF
-$373.0K
18,769
-22%
增持
BLFY
BLUE FOUNDRY BANCORP COM
-$366.0K
593,009
+2%
减持
CME
CHICAGO MERCANTILE HLDGS INC
-$355.0K
3,690
-25%
减持
VTI
VANGUARD TOTAL STK MKT
-$354.0K
29,555
-1%
减持
ROP
ROPER INDUSTRIES INC
-$343.0K
9,723
-0%
减持
IXUS
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
-$343.0K
43,892
-3%
增持
EBC
EASTERN BANKSHARES INC COM
+$318.0K
97,185
+13%
增持
NOC
NORTHROP GRUMMAN CORP COM
+$312.0K
1,491
+83%
建仓
—
AVANGRID INC COM
+$306.0K
7,328
建仓
—
GOLDMAN SACHS PHYSICAL GOLD ETF
+$301.0K
18,240
增持
UNH
UNITEDHEALTH GROUP
+$294.0K
17,431
+5%
增持
UNP
UNION PAC CORP COM
-$290.0K
15,944
+0%
清仓
LBRDK
LIBERTY BROADBAND CORP COM SER C
-$286.0K
0
-100%
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$284.0K
54,490
+20%
清仓
DINO
HF SINCLAIR CORP COM
-$282.0K
0
-100%
清仓
DNOV
FT CBOE VEST U.S. EQUITY DEEP BUFFER ETF - NOVEMBER
-$280.0K
0
-100%
清仓
SCCO
SOUTHERN PERU COPPER CORP
-$279.0K
0
-100%
增持
PM
PHILIP MORRIS INTL INC
-$275.0K
18,610
+1%
清仓
RSPM
INVESCO S&P 500 EQUAL WEIGHT MATERIALS ETF
-$272.0K
0
-100%
减持
VTIP
VANGUARD SHORT TERM INFL-PROTECTED
-$268.0K
37,124
-9%
建仓
MPC
MARATHON PETE CORP
+$261.0K
2,625
清仓
GSK
GSK PLC SPONSORED ADR
-$258.0K
0
-100%
增持
HUM
HUMANA INC COM
+$255.0K
1,048
+93%
增持
CI
CIGNA CORP
+$253.0K
8,920
+6%
清仓
CGGR
CAPITAL GROUP GROWTH ETF
-$253.0K
0
-100%
清仓
FNOV
FT CBOE VEST U.S. EQUITY BUFFER ETF - NOVEMBER
-$252.0K
0
-100%
清仓
STWD
STARWOOD PROPERTY TRUST
-$250.0K
0
-100%
增持
ELV
ELEVANCE HEALTH INC COM
+$250.0K
7,763
+14%
清仓
FMAT
FIDELITY MSCI MATERIALS INDEX ETF
-$249.0K
0
-100%
清仓
HAL
HALLIBURTON CO COM
-$247.0K
0
-100%
增持
IJH
ISHARES CORE S&P MID CAP ETF
+$245.0K
17,626
+10%
清仓
ALB
ALBEMARLE CORP
-$245.0K
0
-100%
减持
GDX
MARKET VECTORS GOLD MINERS INDEX ETF
-$242.0K
9,202
-46%
增持
BMY
BRISTOL-MYERS SQUIBB CO COM
-$239.0K
41,098
+0%
减持
BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
-$238.0K
5,749
-44%
增持
ABT
ABBOTT LABS COM
-$237.0K
19,925
+0%
增持
META
META PLATFORMS INC CL A
-$236.0K
15,242
+7%
减持
CSCO
CISCO SYS INC
-$234.0K
75,921
-1%
建仓
VTWO
VANGUARD RUSSELL 2000 ETF
+$234.0K
3,515
减持
PSX
PHILLIPS 66
-$233.0K
6,042
-31%
清仓
SLG
SL GREEN RLTY CORP COM
-$232.0K
0
-100%
建仓
CEG
CONSTELLATION ENERGY CORP COM
+$230.0K
2,765
增持
VCSH
VANGUARD SHORT TERM CORP BOND FD ETF
+$228.0K
14,061
+31%
清仓
EA
ELECTRONICS ARTS
-$227.0K
0
-100%
减持
TSM
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
-$224.0K
12,234
-6%
建仓
SMMD
ISHARES RUSSELL 2500 ETF
+$222.0K
4,471
建仓
UBER
UBER TECHNOLOGIES INC COM
+$222.0K
8,385
建仓
FIDU
FIDELITY MSCI INDUSTRIAL INDEX ETF
+$222.0K
5,074
清仓
JPUS
JPMORGAN DIVERSIFIED RETURN U.S. EQUITY ETF
-$222.0K
0
-100%
清仓
HAP
MARKET VECTORS ETF TR RVE HARD ASSETS PRODUCERS RTF
-$220.0K
0
-100%
建仓
—
TRANE TECHNOLOGIES PLC SHS
+$219.0K
1,511
减持
LUMN
LUMEN TECHNOLOGIES INC COM
-$219.0K
17,231
-45%
清仓
ECL
ECOLAB INC COM
-$218.0K
0
-100%
减持
TJX
TJX COS INC NEW COM
+$217.0K
34,919
-0%
增持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
-$217.0K
56,509
+2%
增持
MMM
3M CO COM
-$216.0K
11,712
+0%
减持
MOS
MOSAIC CO
-$215.0K
10,275
-32%
减持
BOND
PIMCO ACTIVE BOND ETF
-$215.0K
4,634
-30%
清仓
TROW
T ROWE PRICE GROUP INC
-$214.0K
0
-100%
增持
VXUS
VANGUARD TOTAL INTL STOCK IDEX ETF
-$212.0K
37,993
+1%
清仓
KHC
KRAFT HEINZ CO COM
-$211.0K
0
-100%
清仓
WOOD
ISHARES S&P GLOBAL TIMBER & FORESTRY INDEX FUND
-$210.0K
0
-100%
清仓
SNY
SANOFI SA
-$210.0K
0
-100%
清仓
OGE
OGE ENERGY CORP COM
-$210.0K
0
-100%
减持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$209.0K
28,440
-3%
清仓
VIOO
VANGUARD S&P SMALL-CAP 600 ETF
-$209.0K
0
-100%
清仓
DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
-$208.0K
0
-100%
减持
VNQ
VANGUARD REIT INDEX ETF
-$208.0K
7,421
-16%
清仓
EL
ESTEE LAUDER COMPANIES INC
-$208.0K
0
-100%
清仓
BXMT
BLACKSTONE MTG TR INC COM CL A
-$205.0K
0
-100%
清仓
XLP
CONSUMER STAPLES SELECT SECTOR SPDR
-$204.0K
0
-100%
清仓
—
DELPHI AUTOMOTIVE PLC COM
-$201.0K
0
-100%
