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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 22
增持 65
减持 48
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
BX
BLACKSTONE GROUP LP
+$16.7M
25,495
-5%
减持
TPL
TEXAS PACIFIC LAND CORPORATION COM
+$13.9M
26,525
-2%
增持
DVN
DEVON ENERGY CORP
-$9.0M
173,475
+3%
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
MINT
PIMCO ENHANCED SHORT MATURITY ETF
+$4.9M
82,237
+153%
减持
AMZN
AMAZON.COM INC
-$4.0M
118,464
-4%
增持
TSLA
TESLA MOTORS INC
-$3.9M
27,883
+0%
增持
CVX
CHEVRON CORP NEW COM
+$3.9M
107,424
+0%
增持
—
EXXON MOBIL CORP COM
+$3.8M
166,505
+0%
减持
GLDM
SPDR GOLD MINISHARES TRUST
+$2.7M
8,248
-2%
增持
NOBL
PROSHARES TR S&P 500 ARISTOCRATS
+$2.5M
152,229
+8%
增持
AAPL
APPLE INC
-$2.4M
293,090
+0%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD
+$2.2M
132,575
+3%
增持
RTX
RAYTHEON TECHNOLOGIES CORP COM
+$2.1M
67,151
+18%
增持
PBT
PERMIAN BASIN REALTY
+$2.0M
229,080
+0%
增持
WPM
SILVER WHEATON CORP
+$2.0M
96,384
+74%
增持
PFE
PFIZER INC COM
+$2.0M
259,439
+0%
减持
JMST
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF
-$1.9M
25,215
-60%
增持
VTV
VANGUARD VALUE ETF
+$1.8M
53,894
+15%
增持
FNV
FRANCO NEVADA CORP COM NPV ISIN #CA3518581051 SEDOL #B29NF31
+$1.7M
38,606
+31%
增持
LMT
LOCKHEED MARTIN CORP
+$1.6M
8,913
+27%
增持
REGL
PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF
+$1.6M
40,675
+99%
增持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$1.6M
62,204
+10%
减持
GOOGL
GOOGLE INC
-$1.5M
115,472
-5%
减持
JPM
JPMORGAN CHASE & CO COM
+$1.5M
50,886
-1%
增持
TRV
TRAVELERS COMPANIES INC COM
+$1.4M
13,473
+87%
增持
USFR
WISDOMTREE FLOATING RATE TREASURY FUND
+$1.4M
63,480
+78%
减持
PG
PROCTER AND GAMBLE CO COM
+$1.3M
57,977
-2%
减持
LNG
CHENIERE ENERGY INC
-$1.3M
37,666
-10%
建仓
CRT
CROSS TIMBERS RTY TR TR UNIT
+$1.3M
49,672
增持
LLY
LILLY ELI & CO COM
+$1.2M
25,656
+2%
增持
BLFY
BLUE FOUNDRY BANCORP COM
+$1.2M
608,659
+3%
增持
MET
METLIFE INC COM
+$1.1M
19,675
+338%
增持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
+$1.1M
130,057
+8%
增持
NOC
NORTHROP GRUMMAN CORP COM
+$1.1M
3,324
+123%
增持
JNJ
JOHNSON & JOHNSON COM
+$1.1M
76,116
+0%
减持
CTRA
CABOT OIL & GAS CP COM
-$1.1M
103,391
-25%
增持
MRK
MERCK & CO INC
+$1.0M
38,988
+2%
增持
SBR
SABINE ROYALTY TRUST
+$1.0M
42,020
+17%
减持
ABBV
ABBVIE INC COM
+$1.0M
37,916
-0%
建仓
PFFD
GLOBAL X U.S. PREFERRED ETF
+$1.0M
52,310
增持
EOG
EOG RESOURCES INC
+$988.0K
47,314
+3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$964.0K
31,544
-4%
增持
PRU
PRUDENTIAL FINL INC
+$934.0K
11,730
+333%
建仓
BHP
BHP GROUP LTD SPONSORED ADS
+$927.0K
14,954
增持
CAT
CATERPILLAR INC COM
+$926.0K
11,850
+2%
建仓
SJT
SAN JUAN BASIN ROYALTY TR
+$915.0K
80,155
增持
RIO
RIO TINTO PLC SPON ADR
+$903.0K
16,502
+236%
增持
FCX
FREEPORT MCMORAN COPPER
+$901.0K
49,552
+38%
减持
VO
VANGUARD MID CAP
-$883.0K
19,206
-25%
减持
FANG
DIAMONDBACK ENERGY INC COM
+$867.0K
55,631
-1%
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$844.0K
66,729
+22%
增持
XLE
ENERGY SELECT SECTOR SPDR
+$832.0K
40,079
+8%
增持
GD
GENERAL DYNAMICS CORP COM
+$813.0K
11,218
+21%
减持
QQQ
INVESCO QQQ TRUST
-$811.0K
78,801
-3%
减持
GLD
SPDR GOLD ETF
+$727.0K
49,765
-0%
清仓
IDV
ISHARES INTERNATIONAL SELECT DIVIDEND ETF
-$687.0K
0
-100%
增持
COP
CONOCOPHILLIPS COM
+$671.0K
42,215
+0%
减持
HON
HONEYWELL INTL INC
+$664.0K
14,525
-1%
增持
DE
DEERE & CO COM
+$663.0K
5,571
+8%
增持
CI
CIGNA CORP
+$659.0K
9,459
+6%
增持
SDY
SPDR SER TR S&P DIVID ETF
+$658.0K
44,440
+1%
减持
ROP
ROPER INDUSTRIES INC
+$652.0K
9,604
-1%
增持
SPLV
POWERSHARES SP500 LOW VOLATILITY ETF
+$652.0K
100,570
+1%
减持
HD
HOME DEPOT
+$631.0K
16,959
-1%
增持
IBM
INTL BUSINESS MACHINES
+$624.0K
27,760
+0%
减持
GOOG
ALPHABET INC CAP STK CL C
-$614.0K
51,877
-4%
增持
VIGI
VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF
+$612.0K
14,654
+122%
增持
CSCO
CISCO SYS INC
+$606.0K
76,486
+1%
减持
META
META PLATFORMS INC CL A
-$598.0K
12,224
-20%
减持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$584.0K
57,442
-5%
增持
SLB
SCHLUMBERGER LTD COM STK
+$584.0K
33,078
+0%
减持
TJX
TJX COS INC NEW COM
+$562.0K
34,311
-2%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE ETF
+$556.0K
46,271
+77%
增持
FTCS
FIRST TRUST CAPITAL STRENGTH ETF
+$555.0K
38,699
+10%
增持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$553.0K
76,447
+17%
增持
KO
COCA COLA CO COM
+$544.0K
68,949
+1%
增持
SMDV
PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF
+$542.0K
25,819
+38%
增持
BA
BOEING CO COM
+$527.0K
7,344
+2%
建仓
—
SEAGATE TECHNOLOGY
+$507.0K
9,641
减持
SPHQ
INVESCO S&P 500 QUALITY ETF
-$505.0K
72,195
-22%
建仓
AAP
ADVANCE AUTO PARTS INC
+$504.0K
3,431
减持
MSFT
MICROSOFT
-$498.0K
92,034
-5%
减持
PHYS
SPROTT PHYSICAL GOLD TR UNIT
+$490.0K
409,089
-1%
减持
SPY
SPDR S&P 500 ETF
+$487.0K
35,143
-3%
减持
ORCL
ORACLE CORPORATION
+$484.0K
23,435
-0%
增持
T
AT&T INC COM
+$480.0K
100,866
+12%
增持
NVDA
NVIDIA CORP
+$479.0K
19,036
+0%
减持
ADBE
ADOBE SYS INC
+$479.0K
7,928
-0%
减持
VUG
VANGUARD GROWTH ETF
-$476.0K
8,613
-20%
减持
V
VISA INC
+$475.0K
24,277
-6%
建仓
KSS
KOHLS CORP
+$470.0K
18,620
建仓
MTR
MESA RTY TR UNIT BEN INT
+$435.0K
19,800
建仓
—
SITIO ROYALTIES CORP CLASS A COM
+$435.0K
15,084
清仓
TEAM
ATLASSIAN CORPORATION CL A
-$433.0K
0
-100%
减持
FUTY
FIDELITY MSCI UTILITIES INDEX ETF
-$421.0K
8,998
-54%
建仓
EUFN
ISHARES MSCI EUROPE FINANCIALS ETF
+$420.0K
24,000
减持
ADM
ARCHER DANIELS MIDLAND CO COM
+$417.0K
35,302
-1%
建仓
CGXU
CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF
+$411.0K
19,752
增持
FHLC
FIDELITY MSCI HEALTH CARE INDEX ETF
+$409.0K
17,232
+43%
建仓
IEO
ISHARES OIL & GAS EXPL INDEX FUND
+$406.0K
4,381
减持
LAND
GLADSTONE LD CORP COM
-$405.0K
17,323
-57%
减持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$396.0K
10,220
-1%
建仓
SCHC
SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF
+$377.0K
12,000
增持
PM
PHILIP MORRIS INTL INC
+$375.0K
18,976
+2%
清仓
EEM
ISHARES MSCI EMERGING MARKETS ETF
-$370.0K
0
-100%
清仓
DLS
WISDOMTREE INTL SMALLCAP DIVIDEND
-$368.0K
0
-100%
减持
MCD
MCDONALDS CORP COM
+$367.0K
11,595
-0%
减持
USMV
ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD
+$358.0K
82,545
-2%
清仓
SMMU
PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF
-$357.0K
0
-100%
减持
DIS
DISNEY WALT CO COM
-$356.0K
17,526
-12%
增持
VZ
VERIZON COMMUNICATIONS
+$346.0K
56,796
+14%
增持
DVY
ISHARES DJ SELECT DIVIDEND
+$346.0K
22,681
+2%
清仓
AEO
AMERICAN EAGLE OUTFITTERS
-$344.0K
0
-100%
增持
FENY
FIDELITY MSCI ENERGY INDEX ETF
+$339.0K
67,063
+6%
减持
UNH
UNITEDHEALTH GROUP
-$336.0K
15,973
-8%
清仓
TOTL
SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF
-$330.0K
0
-100%
增持
VYMI
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
+$329.0K
8,977
+128%
减持
BAC
BANK AMERICA CORP COM
+$323.0K
116,763
-0%
减持
FBND
FIDELITY TOTAL BOND ETF
-$318.0K
10,010
-42%
减持
GE
GENERAL ELECTRIC CO COM NEW
+$315.0K
16,124
-4%
减持
VXF
VANGUARD EXTENDED MARKET ETF
-$305.0K
2,835
-47%
增持
FUND
SPROTT FOCUS TR INC COM
+$305.0K
277,378
+0%
增持
CGUS
CAPITAL GROUP CORE EQUITY ETF
+$300.0K
30,756
+61%
清仓
PYPL
PAYPAL HLDGS INC COM
-$299.0K
0
-100%
建仓
SLG
SL GREEN RLTY CORP COM
+$294.0K
8,738
建仓
JMUB
JPMORGAN MUNICIPAL ETF
+$294.0K
5,920
建仓
ESGU
ISHARES ESG AWARE MSCI USA ETF
+$292.0K
3,457
建仓
PSTL
POSTAL REALTY TRUST INC CL A
+$290.0K
19,975
增持
ITA
ISHARES U.S. AEROSPACE & DEFENSE ETF
+$289.0K
7,375
+26%
清仓
—
BROOKFIELD ASSET MGMT INC COM VOTING
-$288.0K
0
-100%
减持
IUSG
ISHARES CORE S&P U.S. GROWTH ETF
-$286.0K
15,763
-20%
减持
VTIP
VANGUARD SHORT TERM INFL-PROTECTED
-$285.0K
32,149
-13%
建仓
—
FTAI AVIATION LTD SHS
+$284.0K
16,605
增持
ABT
ABBOTT LABS COM
+$277.0K
20,085
+1%
减持
ELV
ELEVANCE HEALTH INC COM
+$276.0K
7,413
-5%
减持
IJH
ISHARES CORE S&P MID CAP ETF
+$267.0K
17,084
-3%
增持
LDUR
PIMCO ENHANCED LOW DURATION ACTIVE ETF
+$265.0K
20,630
+16%
增持
EMR
EMERSON ELEC CO COM
+$261.0K
10,641
+2%
清仓
D
DOMINION RESOURCES INC
-$259.0K
0
-100%
清仓
ENB
ENBRIDGE INC COM
-$259.0K
0
-100%
减持
EBC
EASTERN BANKSHARES INC COM
-$259.0K
95,696
-2%
建仓
MOAT
MARKET VECTORS ETF TRMORNINGSTAR WIDE MOAT RESEARCHETF
+$258.0K
3,984
清仓
NEM
NEWMONT CORP COM
-$258.0K
0
-100%
清仓
XLG
RYDEX RUSSELL TOP 50 ETF
-$258.0K
0
-100%
清仓
TRP
TC ENERGY CORP COM
-$256.0K
0
-100%
清仓
ARKK
ARK INNOVATION ETF
-$255.0K
0
-100%
增持
VOE
VANGUARD INDEX FDS MID-CAP VALUE INDEX VIPER SHS ETF
+$254.0K
4,740
+49%
建仓
GBIL
GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF
+$252.0K
2,537
建仓
AFL
AFLAC INC COM
+$249.0K
3,473
建仓
LQD
ISHARES IBOXX CORPORATE BOND ETF
+$249.0K
2,368
