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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 27
增持 57
减持 47
清仓 19
方向
标的
Δ市值
现股数(环比)
减持
TPL
TEXAS PACIFIC LAND CORPORATION COM
-$21.1M
24,144
-9%
增持
BX
BLACKSTONE GROUP LP
-$16.7M
25,508
+0%
增持
AAPL
APPLE INC
+$11.1M
298,349
+2%
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
MSFT
MICROSOFT
+$4.7M
93,025
+1%
增持
GLD
SPDR GOLD ETF
+$4.7M
71,910
+44%
增持
RIO
RIO TINTO PLC SPON ADR
+$3.8M
72,157
+337%
增持
BHP
BHP GROUP LTD SPONSORED ADS
+$3.7M
73,387
+391%
减持
QQQ
INVESCO QQQ TRUST
+$3.6M
76,702
-3%
减持
DVN
DEVON ENERGY CORP
+$2.9M
77,533
-55%
减持
PFE
PFIZER INC COM
-$2.9M
255,902
-1%
增持
TSLA
TESLA MOTORS INC
+$2.4M
28,346
+2%
减持
NVDA
NVIDIA CORP
+$2.4M
18,801
-1%
增持
USFR
WISDOMTREE FLOATING RATE TREASURY FUND
+$2.4M
111,225
+75%
建仓
SLV
ISHARES SILVER TRUST ETF
+$2.3M
104,370
减持
CVX
CHEVRON CORP NEW COM
-$2.2M
104,471
-3%
增持
WPM
SILVER WHEATON CORP
+$2.2M
123,691
+28%
增持
GLDM
SPDR GOLD MINISHARES TRUST
-$2.2M
20,555
+149%
减持
BLFY
BLUE FOUNDRY BANCORP COM
-$2.1M
598,258
-2%
减持
JNJ
JOHNSON & JOHNSON COM
-$1.9M
74,267
-2%
减持
AMZN
AMAZON.COM INC
+$1.8M
114,188
-4%
增持
GOOGL
GOOGLE INC
+$1.8M
115,705
+0%
减持
UNH
UNITEDHEALTH GROUP
-$1.6M
14,476
-9%
建仓
DFLV
DIMENSIONAL US LARGE CAP VALUE ETF
+$1.6M
63,382
增持
META
META PLATFORMS INC CL A
+$1.4M
13,347
+9%
减持
—
PIONEER NATURAL RESOURCES CO
-$1.3M
22,165
-13%
建仓
MSB
MESABI TR CTF BEN INT
+$1.3M
50,314
增持
MINT
PIMCO ENHANCED SHORT MATURITY ETF
+$1.2M
93,813
+14%
减持
TRV
TRAVELERS COMPANIES INC COM
-$1.1M
8,165
-39%
减持
MET
METLIFE INC COM
-$1.1M
5,399
-73%
增持
FNV
FRANCO NEVADA CORP COM NPV ISIN #CA3518581051 SEDOL #B29NF31
+$1.1M
43,535
+13%
减持
ABBV
ABBVIE INC COM
-$1.1M
31,709
-16%
减持
CRT
CROSS TIMBERS RTY TR TR UNIT
-$1.1M
10,903
-78%
减持
VOO
VANGUARD S&P 500 ETF
-$973.6K
5,266
-37%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL CL A
-$968.0K
10
-17%
增持
SOXX
ISHARES SEMICONDUCTOR ETF
+$949.8K
3,854
+76%
增持
REGL
PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF
+$947.4K
54,522
+34%
建仓
—
LINDE PLC SHS
+$931.3K
2,624
减持
PRU
PRUDENTIAL FINL INC
-$924.3K
2,921
-75%
建仓
TLH
ISHARES 10-20 YEAR TREASURY BOND ETF
+$886.5K
7,740
减持
CVS
CVS HEALTH CORP COM
-$844.5K
37,324
-4%
减持
EOG
EOG RESOURCES INC
-$823.6K
46,274
-2%
增持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$820.2K
66,424
+7%
减持
ELV
ELEVANCE HEALTH INC COM
-$818.8K
6,488
-12%
增持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$788.0K
91,813
+20%
建仓
COPX
GLOBAL X COPPER MINERS ETF
+$756.1K
19,531
减持
NOC
NORTHROP GRUMMAN CORP COM
-$752.4K
2,297
-31%
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$743.7K
80,214
+20%
减持
LLY
LILLY ELI & CO COM
-$734.4K
25,190
-2%
减持
SPY
SPDR S&P 500 ETF
-$729.8K
31,044
-12%
增持
NOBL
PROSHARES TR S&P 500 ARISTOCRATS
+$708.4K
157,906
+4%
增持
V
VISA INC
+$687.4K
25,416
+5%
减持
CODI
COMPASS DIVERSIFIED HOLDINGS
+$665.9K
797,372
-0%
增持
COP
CONOCOPHILLIPS COM
-$658.1K
43,573
+3%
增持
PHYS
SPROTT PHYSICAL GOLD TR UNIT
+$620.4K
413,219
+1%
增持
CI
CIGNA CORP
-$593.7K
9,941
+5%
清仓
—
LINDE PLC SHS
-$592.0K
0
-100%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD
+$587.0K
141,536
+7%
减持
GOOG
ALPHABET INC CAP STK CL C
+$581.0K
49,846
-4%
减持
ADM
ARCHER DANIELS MIDLAND CO COM
-$574.7K
33,923
-4%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$559.1K
33,368
+6%
增持
SBR
SABINE ROYALTY TRUST
-$550.4K
42,329
+1%
减持
CTRA
CABOT OIL & GAS CP COM
-$550.0K
81,092
-22%
增持
FDVV
FIDELITY HIGH DIVIDEND ETF
+$549.0K
26,288
+117%
减持
IVW
ISHARES S&P 500 GROWTH ETF
-$513.6K
29,119
-28%
清仓
FCG
FIRST TR ISE REVERE NAT GAS INDEX FD
-$497.0K
0
-100%
增持
CGUS
CAPITAL GROUP CORE EQUITY ETF
+$495.9K
50,057
+63%
增持
BAC
BANK AMERICA CORP COM
-$489.6K
118,091
+1%
清仓
CF
CF INDUSTRIES HOLDINGS, INC.
-$485.0K
0
-100%
建仓
—
NEXTERA ENERGY INC UNIT 09/01/25
+$483.9K
10,440
建仓
CP
CANADIAN PAC RAILWAYLTD
+$480.6K
6,246
建仓
PICK
ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF
+$480.4K
11,245
增持
ADBE
ADOBE SYS INC
+$472.4K
8,149
+3%
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK
+$470.9K
5,741
减持
FENY
FIDELITY MSCI ENERGY INDEX ETF
-$449.3K
51,191
-24%
清仓
—
FOOT LOCKER INC COM
-$448.0K
0
-100%
增持
EBC
EASTERN BANKSHARES INC COM
-$435.8K
96,214
+1%
清仓
—
SITIO ROYALTIES CORP CLASS A COM
-$435.0K
0
-100%
清仓
—
UMPQUA HOLDINGS CORP
-$430.0K
0
-100%
清仓
FUTY
FIDELITY MSCI UTILITIES INDEX ETF
-$410.0K
0
-100%
减持
SJT
SAN JUAN BASIN ROYALTY TR
-$406.9K
48,297
-40%
增持
INTC
INTEL CORP COM
+$402.8K
51,509
+6%
建仓
COLB
COLUMBIA BKG SYS INC COM
+$392.6K
18,328
增持
XLE
ENERGY SELECT SECTOR SPDR
+$389.3K
47,016
+17%
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$385.3K
10,696
+4%
增持
IXUS
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
+$384.4K
39,894
+11%
减持
GD
GENERAL DYNAMICS CORP COM
-$375.5K
10,550
-6%
增持
FCX
FREEPORT MCMORAN COPPER
+$373.9K
55,144
+11%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE ETF
+$373.9K
58,738
+27%
增持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$361.8K
8,283
+7%
增持
ES
EVERSOURCE ENERGY COM
+$361.8K
19,202
+41%
减持
FANG
DIAMONDBACK ENERGY INC COM
-$361.6K
53,617
-4%
减持
HD
HOME DEPOT
-$358.9K
16,932
-0%
减持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-$340.9K
54,419
-5%
增持
PEP
PEPSICO INC COM
+$335.5K
27,885
+6%
增持
VO
VANGUARD MID CAP
+$334.7K
20,144
+5%
增持
SPHQ
INVESCO S&P 500 QUALITY ETF
+$333.2K
74,159
+3%
增持
PNC
PNC FINL SVCS GROUP INC COM
-$322.0K
10,480
+0%
建仓
EUSA
ISHARES MSCI USA EQUAL WEIGHTED ETF
+$319.3K
4,226
增持
MOAT
MARKET VECTORS ETF TRMORNINGSTAR WIDE MOAT RESEARCHETF
+$318.6K
7,809
+96%
建仓
CLX
CLOROX CO DEL COM
+$317.7K
2,008
清仓
LAND
GLADSTONE LD CORP COM
-$317.0K
0
-100%
增持
ORCL
ORACLE CORPORATION
+$316.9K
24,019
+2%
建仓
ZBH
ZIMMER HLDGS INC
+$316.6K
2,450
清仓
—
CANADIAN PAC RAILWAYLTD
-$314.0K
0
-100%
建仓
—
FLEX LNG LTD SHS
+$310.6K
9,250
增持
GDX
MARKET VECTORS GOLD MINERS INDEX ETF
+$306.7K
18,259
+84%
清仓
—
NEXTERA ENERGY INC UNIT 03/01/23
-$302.0K
0
-100%
减持
SLB
SCHLUMBERGER LTD COM STK
-$293.5K
30,031
-9%
减持
SPLV
POWERSHARES SP500 LOW VOLATILITY ETF
-$291.9K
98,302
-2%
减持
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADS
+$280.3K
24,098
-3%
增持
HON
HONEYWELL INTL INC
-$279.0K
14,823
+2%
增持
MCD
MCDONALDS CORP COM
+$275.4K
11,911
+3%
建仓
—
TEEKAY TANKERS CL A
+$273.7K
6,375
清仓
BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
-$273.0K
0
-100%
增持
GWW
GRAINGER W W INC COM
+$272.8K
2,028
+0%
增持
VGT
VANGUARD INFORMATION TECHNOLOGY
+$271.8K
2,954
+9%
建仓
—
LAM RESEARCH CORP
+$269.3K
508
建仓
D
DOMINION RESOURCES INC
+$267.9K
4,791
清仓
GNTX
GENTEX CORP
-$267.0K
0
-100%
增持
—
GOLDMAN SACHS PHYSICAL GOLD ETF
+$266.8K
32,828
+58%
建仓
UBER
UBER TECHNOLOGIES INC COM
+$265.6K
8,380
建仓
NEM
NEWMONT CORP COM
+$262.8K
5,361
建仓
IWB
ISHARES TR RUSSELL 1000 INDEX ETF
+$262.1K
1,164
减持
—
EXXON MOBIL CORP COM
-$261.1K
165,091
-1%
建仓
PANW
PALO ALTO NETWORKS INC COM
+$261.1K
1,307
减持
FHLC
FIDELITY MSCI HEALTH CARE INDEX ETF
-$258.6K
13,721
-20%
增持
OIH
VANECK OIL SERVICES ETF
+$258.2K
1,722
+139%
增持
—
EASTERLY GOVT PPTYS INC COM
+$254.3K
44,780
+77%
减持
ABT
ABBOTT LABS COM
-$252.0K
19,287
-4%
减持
IDXX
IDEXX LABS INC
+$250.5K
2,847
-1%
增持
NSC
NORFOLK SOUTHERN CRP
-$249.8K
7,458
+0%
清仓
LQD
ISHARES IBOXX CORPORATE BOND ETF
-$249.0K
0
-100%
清仓
HAL
HALLIBURTON CO COM
-$248.0K
0
-100%
清仓
EQRR
PROSHARES EQUITIES FOR RISING RATES ETF
-$247.0K
0
-100%
清仓
UNM
UNUM GROUP
-$247.0K
0
-100%
建仓
FMAT
FIDELITY MSCI MATERIALS INDEX ETF
+$246.9K
5,415
建仓
ARKK
ARK INNOVATION ETF
+$245.2K
6,079
清仓
NAVI
NAVIENT CORPORATION COM
-$243.0K
0
-100%
清仓
SMMD
ISHARES RUSSELL 2500 ETF
-$243.0K
0
-100%
减持
PG
PROCTER AND GAMBLE CO COM
-$240.1K
57,481
-1%
增持
DIS
DISNEY WALT CO COM
+$237.6K
17,573
+0%
减持
VHT
VANGUARD HEALTH CARE ETF
-$237.0K
6,727
-9%
减持
LMT
LOCKHEED MARTIN CORP
-$234.3K
8,677
-3%
清仓
CBOE
CBOE GLOBAL MKTS INC COM
-$234.0K
0
-100%
建仓
OXY
OCCIDENTAL PETE CORP COM
+$233.4K
3,739
建仓
XLK
TECHNOLOGY SELECT SECTOR SPDR
+$232.5K
1,539
减持
VXUS
VANGUARD TOTAL INTL STOCK IDEX ETF
-$232.4K
28,938
-18%
建仓
YUMC
YUM CHINA HLDGS INC COM
+$231.9K
3,658
增持
BA
BOEING CO COM
+$231.7K
7,672
+4%
减持
MRK
MERCK & CO INC
-$230.8K
38,483
-1%
