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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 11
增持 35
减持 76
清仓 28
方向
标的
Δ市值
现股数(环比)
减持
TPL
TEXAS PACIFIC LAND CORPORATION COM
-$28.4M
9,609
-60%
减持
CVX
CHEVRON CORP NEW COM
-$10.1M
44,318
-58%
减持
—
EXXON MOBIL CORP COM
-$6.3M
109,884
-33%
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
FANG
DIAMONDBACK ENERGY INC COM
-$5.8M
10,641
-80%
减持
AAPL
APPLE INC
+$5.8M
283,725
-5%
减持
EOG
EOG RESOURCES INC
-$4.8M
4,313
-91%
减持
WPM
SILVER WHEATON CORP
-$4.3M
38,572
-69%
减持
PBT
PERMIAN BASIN REALTY
-$4.2M
56,949
-75%
减持
FNV
FRANCO NEVADA CORP COM NPV ISIN #CA3518581051 SEDOL #B29NF31
-$4.2M
15,064
-65%
减持
LNG
CHENIERE ENERGY INC
-$4.2M
9,858
-73%
增持
QQQ
INVESCO QQQ TRUST
+$4.1M
77,627
+1%
减持
RIO
RIO TINTO PLC SPON ADR
-$3.6M
20,963
-71%
减持
MSFT
MICROSOFT
+$3.4M
88,859
-4%
减持
BHP
BHP GROUP LTD SPONSORED ADS
-$3.4M
21,429
-71%
增持
LLY
ELI LILLY & CO COM
+$3.4M
25,628
+2%
减持
AMZN
AMAZON.COM INC
+$2.7M
110,974
-3%
减持
COP
CONOCOPHILLIPS COM
-$2.6M
16,773
-62%
减持
XLE
ENERGY SELECT SECTOR SPDR
-$2.5M
17,281
-63%
减持
—
PIONEER NATURAL RESOURCES CO
-$2.4M
10,043
-55%
增持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$2.4M
140,876
+53%
减持
SBR
SABINE ROYALTY TRUST
-$2.3M
11,460
-73%
增持
CODI
COMPASS DIVERSIFIED HOLDINGS
+$2.1M
798,493
+0%
增持
TSLA
TESLA MOTORS INC
+$1.9M
29,852
+5%
减持
DVN
DEVON ENERGY CORP
-$1.9M
41,796
-46%
减持
ADM
ARCHER DANIELS MIDLAND CO COM
-$1.9M
10,680
-69%
增持
VOOG
VANGUARD S&P 500 GROWTH ETF
+$1.8M
76,376
+0%
减持
CTRA
CABOT OIL & GAS CP COM
-$1.7M
10,510
-87%
减持
NVDA
NVIDIA CORP
+$1.6M
16,114
-14%
减持
SLV
ISHARES SILVER TRUST ETF
-$1.4M
43,565
-58%
增持
SPY
SPDR S&P 500 ETF
+$1.3M
31,588
+2%
减持
PFE
PFIZER INC COM
-$1.3M
250,120
-2%
减持
ABBV
ABBVIE INC COM
-$1.2M
28,565
-10%
增持
USFR
WISDOMTREE FLOATING RATE TREASURY FUND
+$1.2M
134,748
+21%
增持
NOBL
PROSHARES TR S&P 500 ARISTOCRATS
+$1.2M
165,170
+5%
减持
LMT
LOCKHEED MARTIN CORP
-$1.2M
6,390
-26%
减持
FCX
FREEPORT MCMORAN COPPER
-$1.1M
29,719
-46%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$1.0M
57,986
+7%
减持
UNH
UNITEDHEALTH GROUP
-$1.0M
12,150
-16%
减持
GOOGL
GOOGLE INC
+$977.0K
108,430
-6%
减持
MSB
MESABI TR CTF BEN INT
-$972.4K
14,431
-71%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$940.4K
32,972
-1%
减持
ELV
ELEVANCE HEALTH INC COM
-$887.1K
4,718
-27%
清仓
L
LOEWS CORP COM
-$884.2K
0
-100%
减持
META
META PLATFORMS INC CL A
+$870.1K
12,889
-3%
减持
SLB
SCHLUMBERGER LTD COM STK
-$855.6K
12,601
-58%
减持
ADBE
ADOBE SYS INC
+$773.5K
8,004
-2%
建仓
SHW
SHERWIN WILLIAMS CO COM
+$770.7K
2,903
清仓
COPX
GLOBAL X COPPER MINERS ETF
-$756.1K
0
-100%
清仓
KRP
KIMBELL RTY PARTNERS LP UNIT
-$697.8K
0
-100%
减持
USB
US BANCORP DEL COM NEW
-$691.7K
12,558
-59%
减持
CACI
CACI INTL INC CL A
-$686.1K
959
-72%
增持
VUG
VANGUARD GROWTH ETF
+$663.8K
9,591
+17%
减持
GLD
SPDR GOLD ETF
-$653.9K
70,239
-2%
清仓
IAK
ISHARES TR DOW JONESUS INS INDEX FD
-$646.8K
0
-100%
减持
TMO
THERMO FISHER SCIENTIFIC INC COM
-$641.3K
9,955
-2%
清仓
AMP
AMERIPRISE FINANCIAL INC.
-$637.5K
0
-100%
减持
AXP
AMERICAN EXPRESS CO COM
-$627.2K
3,788
-51%
增持
SWK
STANLEY BLACK & DECKER INC COM
+$624.0K
17,909
+37%
增持
MOAT
MARKET VECTORS ETF TRMORNINGSTAR WIDE MOAT RESEARCHETF
+$610.3K
14,874
+90%
减持
NOC
NORTHROP GRUMMAN CORP COM
-$601.2K
1,008
-56%
减持
UNP
UNION PAC CORP COM
-$575.3K
13,203
-19%
建仓
WHR
WHIRLPOOL CORP COM
+$548.9K
3,689
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE ETF
+$545.6K
74,355
+27%
增持
CGUS
CAPITAL GROUP CORE EQUITY ETF
+$537.7K
67,118
+34%
增持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$529.4K
67,734
+2%
减持
GWW
GRAINGER W W INC COM
-$526.8K
1,103
-46%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL CL A
-$513.5K
8
-20%
建仓
OGN
ORGANON & CO COMMON STOCK
+$504.1K
24,224
减持
SOXX
ISHARES SEMICONDUCTOR ETF
-$498.3K
2,396
-38%
清仓
MATV
EQ SCHWEITZER-MAUDUIT INTL I
-$496.2K
0
-100%
减持
JNJ
JOHNSON & JOHNSON COM
+$492.4K
72,522
-2%
清仓
PICK
ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF
-$480.4K
0
-100%
清仓
OIH
VANECK OIL SERVICES ETF
-$477.2K
0
-100%
减持
PSX
PHILLIPS 66
-$469.0K
2,792
-62%
减持
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADS
-$465.9K
23,953
-1%
减持
RAAX
VANECK INFLATION ALLOCATION ETF
-$465.5K
98,517
-15%
增持
SPLV
POWERSHARES SP500 LOW VOLATILITY ETF
+$461.0K
105,000
+7%
减持
DE
DEERE & CO COM
-$459.3K
4,579
-18%
清仓
AAP
ADVANCE AUTO PARTS INC
-$458.5K
0
-100%
减持
BMY
BRISTOL-MYERS SQUIBB CO COM
-$455.2K
40,293
-8%
增持
GLDM
SPDR GOLD MINISHARES TRUST
+$451.3K
32,953
+60%
增持
—
STRIVE 500 ETF
+$448.6K
23,931
+172%
增持
IWR
ISHARES TR RUSSELL MIDCAP INDEX FD
+$445.7K
57,038
+7%
减持
VTI
VANGUARD TOTAL STK MKT
+$431.8K
26,739
-0%
增持
CARR
CARRIER GLOBAL CORPORATION COM
+$427.5K
39,410
+18%
建仓
PRFZ
POWERSHARES FTSE RAFI US 1500 S/M PT
+$425.2K
2,475
建仓
FTEC
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
+$422.3K
3,233
增持
CCI
CROWN CASTLE INTL CORP
+$420.8K
6,725
+161%
减持
SJT
SAN JUAN BASIN ROYALTY TR
-$418.1K
12,107
-75%
减持
AMD
ADVANCED MICRO DEVICES INC COM
-$397.8K
5,711
-47%
减持
LDUR
PIMCO ENHANCED LOW DURATION ACTIVE ETF
-$389.0K
18,382
-17%
清仓
—
BUNGE LIMITED F
-$385.7K
0
-100%
减持
ROP
ROPER INDUSTRIES INC
+$373.5K
9,553
-0%
增持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
+$373.3K
137,791
+2%
减持
LHX
L3HARRIS TECHNOLOGIES INC COM
-$364.3K
1,650
-53%
减持
MINT
PIMCO ENHANCED SHORT MATURITY ETF
-$361.0K
89,715
-4%
减持
DOW
DOW INC COM
-$358.4K
19,935
-23%
增持
GE
GENERAL ELECTRIC CO COM NEW
+$356.4K
17,446
+7%
减持
MA
MASTERCARD INC
-$356.3K
3,001
-29%
清仓
BMO
BANK OF MONTREAL
-$355.0K
0
-100%
减持
VLO
VALERO ENERGY CORP
-$344.6K
2,517
-45%
减持
UPS
UNITED PARCEL SERVICE INC
-$342.4K
5,234
-21%
减持
AVGO
AVAGO TECHNOLOGIES LTD
+$340.9K
1,578
-1%
增持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$337.8K
8,582
+4%
减持
TRV
TRAVELERS COMPANIES INC COM
-$337.5K
6,116
-25%
增持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
+$328.0K
34,143
+3%
清仓
—
BROOKFIELD INFRASTRUCTURE PARTNERS LPISIN #BMG162521014 SEDOL #B2NHY98
-$320.7K
0
-100%
减持
BLFY
BLUE FOUNDRY BANCORP COM
+$320.6K
595,058
-1%
清仓
EUSA
ISHARES MSCI USA EQUAL WEIGHTED ETF
-$319.3K
0
-100%
减持
T
AT&T INC COM
-$318.5K
94,972
-0%
减持
JPM
JPMORGAN CHASE & CO COM
+$314.2K
48,907
-6%
增持
AMLP
ALPS TRUST ETF ALERIAN MLP
+$313.1K
48,535
+18%
清仓
MSI
MOTOROLA SOLUTIONS INC COM NEW
-$300.6K
0
-100%
增持
VOO
VANGUARD S&P 500 ETF
+$287.6K
5,569
+6%
减持
DIS
DISNEY WALT CO COM
-$286.6K
16,498
-6%
减持
DVY
ISHARES DJ SELECT DIVIDEND
-$281.7K
19,870
-8%
清仓
—
JP MORGAN ALERIAN MLP ETN
-$280.0K
0
-100%
减持
CVS
CVS HEALTH CORP COM
-$275.5K
36,136
-3%
减持
ISRG
INTUITIVE SURGICAL, INC.
-$272.2K
1,293
-54%
减持
TGT
TARGET CORP COM
-$268.9K
5,197
-10%
清仓
MTR
MESA RTY TR UNIT BEN INT
-$268.5K
0
-100%
建仓
IPKW
INVESCO INTERNATIONAL BUYBACK ACHIEVERS A ETF
+$268.0K
7,749
清仓
D
DOMINION RESOURCES INC
-$267.9K
0
-100%
增持
TJX
TJX COS INC NEW COM
+$264.6K
34,587
+2%
增持
PFF
ISHARES S&P U.S. PREFERRED STOCK ETF
+$263.5K
38,542
+30%
清仓
CNQ
CANADIAN NATURAL RESOURCES LTD
-$254.9K
0
-100%
建仓
ROBT
FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF
+$254.6K
5,574
减持
GOOG
ALPHABET INC CAP STK CL C
+$253.2K
44,947
-10%
清仓
ELS
EQUITY LIFESTYLE PPTYS INC COM
-$250.1K
0
-100%
清仓
FMAT
FIDELITY MSCI MATERIALS INDEX ETF
-$246.9K
0
-100%
清仓
KRE
KBW REGIONAL BANKINGETF
-$246.6K
0
-100%
清仓
KBE
SPDR S&P BANK ETF
-$245.1K
0
-100%
建仓
TQQQ
PROSHARES ULTRAPRO QQQ
+$242.8K
5,923
减持
HON
HONEYWELL INTL INC
-$242.8K
12,483
-16%
清仓
PRU
PRUDENTIAL FINL INC
-$241.7K
0
-100%
增持
OTIS
OTIS WORLDWIDE CORP COM
+$241.6K
17,296
+12%
减持
DUK
DUKE ENERGY CORP NEW COM NEW
-$240.6K
12,861
-11%
清仓
SDOG
ALPS SECTOR DIVIDEND DOGS ETF
-$240.4K
0
-100%
增持
—
ASML HOLDING N V N Y REGISTRY SHS
+$235.2K
1,023
+38%
增持
VGK
VANGUARD EUROPEAN
+$233.4K
16,423
+28%
清仓
DES
WISDOMTREE SMALLCAP DIVIDEND
-$231.8K
0
-100%
减持
WMB
WILLIAMS COS INC COM
-$230.1K
16,082
-36%
清仓
MOS
MOSAIC CO
-$227.4K
0
-100%
清仓
—
DELPHI AUTOMOTIVE PLC COM
-$226.7K
0
-100%
建仓
PRI
PRIMERICA INC COM
+$225.2K
1,139
建仓
MAS
MASCO CORP COM
+$224.6K
3,915
增持
IUSG
ISHARES CORE S&P U.S. GROWTH ETF
+$224.5K
16,092
+6%
清仓
KHC
KRAFT HEINZ CO COM
-$224.1K
0
-100%
增持
MCK
MCKESSON CORP
+$224.0K
2,729
+3%
建仓
AI
C3 AI INC CL A
+$223.4K
6,132
