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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 20
增持 56
减持 50
清仓 24
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$7.7M
276,664
-2%
减持
CODI
COMPASS DIVERSIFIED HOLDINGS
-$2.8M
775,255
-3%
减持
MSFT
MICROSOFT
-$2.6M
87,679
-1%
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
TMO
THERMO FISHER SCIENTIFIC INC COM
-$2.3M
5,756
-42%
增持
JPM
JPMORGAN CHASE & CO COM
+$2.0M
62,544
+28%
减持
LLY
ELI LILLY & CO COM
+$1.6M
25,362
-1%
减持
NOBL
PROSHARES TR S&P 500 ARISTOCRATS
-$1.6M
157,958
-4%
减持
JNJ
JOHNSON & JOHNSON COM
-$1.6M
67,046
-8%
增持
RTX
RTX CORPORATION COM
-$1.2M
77,917
+12%
减持
GOOGL
GOOGLE INC
+$1.2M
108,274
-0%
增持
—
EXXON MOBIL CORP COM
+$1.2M
110,348
+0%
增持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$1.2M
164,225
+17%
减持
SPLV
POWERSHARES SP500 LOW VOLATILITY ETF
-$1.1M
93,404
-11%
减持
QQQ
INVESCO QQQ TRUST
-$1.0M
77,146
-1%
增持
USFR
WISDOMTREE FLOATING RATE TREASURY FUND
+$1.0M
155,215
+15%
增持
BLFY
BLUE FOUNDRY BANCORP COM
-$1.0M
596,603
+0%
增持
SPY
SPDR S&P 500 ETF
+$1.0M
35,103
+11%
减持
TPL
TEXAS PACIFIC LAND CORPORATION COM
+$980.7K
7,475
-22%
增持
VTV
VANGUARD VALUE ETF
+$762.1K
59,230
+14%
减持
VOOG
VANGUARD S&P 500 GROWTH ETF
-$761.3K
75,535
-1%
增持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$701.3K
11,515
+34%
增持
WBS
WEBSTER FINL CORP CONN
+$701.3K
36,024
+81%
建仓
XEL
XCEL ENERGY INC COM
+$657.5K
11,491
清仓
—
FTAI AVIATION LTD SHS
-$604.7K
0
-100%
增持
CARR
CARRIER GLOBAL CORPORATION COM
+$600.0K
46,361
+18%
减持
GLD
SPDR GOLD ETF
-$583.6K
69,629
-1%
建仓
DTE
DTE ENERGY CO COM
+$572.3K
5,765
增持
DVY
ISHARES DJ SELECT DIVIDEND
+$565.3K
26,166
+32%
减持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-$564.4K
56,984
-2%
建仓
VFC
V F CORP COM
+$560.9K
31,745
减持
MRK
MERCK & CO INC
-$533.8K
36,599
-2%
增持
OKE
ONEOK INC NEW COM
+$522.0K
16,133
+99%
清仓
—
MAGELLAN MIDSTREAM PARTNERS LP
-$518.9K
0
-100%
建仓
HUBB
HUBBELL INC COM
+$517.4K
1,651
增持
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$511.4K
13,364
+39%
减持
SDY
SPDR SER TR S&P DIVID ETF
-$495.9K
43,883
-3%
增持
—
PIONEER NATURAL RESOURCES CO
+$440.8K
10,984
+9%
减持
HON
HONEYWELL INTL INC
-$440.3K
11,638
-7%
增持
IUSG
ISHARES CORE S&P U.S. GROWTH ETF
+$437.0K
21,177
+32%
增持
ABBV
ABBVIE INC COM
+$433.4K
28,726
+1%
增持
MTB
M & T BK CORP COM
+$430.0K
10,060
+48%
减持
AMZN
AMAZON.COM INC
-$430.0K
110,420
-0%
增持
PEP
PEPSICO INC COM
-$422.8K
27,081
+0%
增持
—
TRANE TECHNOLOGIES PLC SHS
+$420.8K
3,712
+114%
增持
CGUS
CAPITAL GROUP CORE EQUITY ETF
+$419.0K
85,327
+27%
增持
NEE
NEXTERA ENERGY INC COM
-$415.0K
25,961
+1%
建仓
BIL
SPDR SER TR LEHMAN 1-3 MONTH T-BILL ETF
+$393.1K
4,282
增持
—
GOLDMAN SACHS PHYSICAL GOLD ETF
+$388.7K
55,978
+67%
增持
AMLP
ALPS TRUST ETF ALERIAN MLP
+$374.5K
53,970
+11%
减持
V
VISA INC
-$365.9K
22,480
-4%
减持
CVX
CHEVRON CORP NEW COM
+$364.4K
43,517
-2%
减持
LMT
LOCKHEED MARTIN CORP
-$363.3K
6,306
-1%
减持
BAC
BANK AMERICA CORP COM
-$361.5K
106,396
-7%
增持
EWX
SPDR INDEX SHS FDS S&P EMERGING MKTS SM CAP ETF
+$358.3K
13,230
+99%
增持
DUK
DUKE ENERGY CORP NEW COM NEW
+$356.3K
17,113
+33%
减持
USMV
ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD
-$353.5K
77,953
-3%
减持
RAAX
VANECK INFLATION ALLOCATION ETF
-$351.1K
83,342
-15%
增持
ARCC
ARES CAPITAL CORP COM
+$349.2K
63,746
+34%
增持
IVV
ISHARES S&P 500 INDEX
+$347.2K
14,765
+10%
增持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
-$344.5K
69,103
+2%
增持
MCD
MCDONALDS CORP COM
-$334.0K
11,049
+2%
减持
BMY
BRISTOL-MYERS SQUIBB CO COM
-$328.9K
38,730
-4%
增持
PG
PROCTER AND GAMBLE CO COM
-$322.1K
56,988
+0%
增持
IBM
INTL BUSINESS MACHINES
+$320.2K
29,161
+3%
清仓
CLX
CLOROX CO DEL COM
-$319.8K
0
-100%
建仓
PYLD
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
+$317.1K
12,978
增持
KMB
KIMBERLY-CLARK CORP COM
+$315.5K
7,132
+80%
增持
SPHQ
INVESCO S&P 500 QUALITY ETF
+$314.2K
76,559
+10%
增持
WFC
WELLS FARGO CO NEW COM
+$314.1K
26,274
+48%
增持
MOAT
MARKET VECTORS ETF TRMORNINGSTAR WIDE MOAT RESEARCHETF
+$309.8K
19,733
+33%
建仓
LQD
ISHARES IBOXX CORPORATE BOND ETF
+$307.9K
3,018
增持
TSLA
TESLA MOTORS INC
-$307.8K
30,000
+0%
减持
TXN
TEXAS INSTRS INC COM
-$298.8K
1,486
-50%
增持
IXUS
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
+$298.6K
46,649
+17%
减持
PBT
PERMIAN BASIN REALTY
-$296.4K
52,861
-7%
增持
GIS
GENERAL MLS INC COM
+$290.4K
8,054
+175%
建仓
FMAT
FIDELITY MSCI MATERIALS INDEX ETF
+$281.5K
6,369
减持
FNV
FRANCO NEVADA CORP COM NPV ISIN #CA3518581051 SEDOL #B29NF31
-$279.3K
14,000
-7%
增持
VDE
VANGUARD ENERGY
+$276.3K
11,761
+9%
增持
KO
COCA COLA CO COM
-$275.5K
68,696
+0%
增持
—
AVANGRID INC COM
+$275.2K
22,010
+113%
减持
AMGN
AMGEN INC
+$275.1K
6,256
-1%
减持
CAT
CATERPILLAR INC COM
+$274.5K
11,163
-1%
减持
ABT
ABBOTT LABS COM
-$271.0K
18,861
-2%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE ETF
+$270.1K
86,161
+16%
减持
VO
VANGUARD MID CAP
-$269.4K
20,139
-1%
清仓
IPKW
INVESCO INTERNATIONAL BUYBACK ACHIEVERS A ETF
-$268.0K
0
-100%
减持
VTI
VANGUARD TOTAL STK MKT
-$265.5K
26,480
-1%
减持
REGL
PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF
-$263.7K
55,805
-2%
减持
NVDA
NVIDIA CORP
-$259.9K
15,074
-6%
建仓
SHM
SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF
+$256.7K
5,552
增持
ORCL
ORACLE CORPORATION
-$254.8K
20,622
+1%
清仓
ROBT
FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF
-$254.6K
0
-100%
减持
JMST
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF
-$251.9K
22,573
-18%
减持
AMT
AMERICAN TOWER CORP
-$248.2K
3,229
-20%
增持
ADP
AUTOMATIC DATA PROCESSING INC COM
+$247.8K
11,402
+0%
建仓
—
DISCOVER FINANCIAL SERVICES LLC
+$246.6K
2,847
清仓
—
INTERPUBLIC GROUP COS INC COM
-$246.2K
0
-100%
增持
—
CONSOL ENERGY INC NEW COM
+$244.5K
4,315
+41%
减持
PPG
PPG INDS INC COM
-$244.5K
13,127
-0%
建仓
BXMT
BLACKSTONE MTG TR INC COM CL A
+$244.2K
11,226
清仓
TQQQ
PROSHARES ULTRAPRO QQQ
-$242.8K
0
-100%
建仓
HAL
HALLIBURTON CO COM
+$240.5K
5,938
减持
XLE
ENERGY SELECT SECTOR SPDR
-$238.2K
12,883
-25%
建仓
DFUS
DIMENSIONAL U.S. EQUITY ETF
+$236.7K
5,085
清仓
NEM
NEWMONT CORP COM
-$235.4K
0
-100%
减持
DIS
DISNEY WALT CO COM
-$231.7K
15,315
-7%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$231.3K
32,757
-1%
增持
IWS
ISHARES RUSSELL MIDCAP VALUE INDEX
+$231.0K
7,809
+47%
增持
VUG
VANGUARD GROWTH ETF
+$230.8K
10,813
+13%
增持
FENY
FIDELITY MSCI ENERGY INDEX ETF
+$230.5K
52,056
+8%
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$228.5K
87,781
+9%
减持
NSC
NORFOLK SOUTHERN CRP
-$227.6K
7,288
-1%
增持
SBRA
SABRA HEALTH CARE REIT INC
+$227.0K
39,045
+45%
建仓
XHB
SPDR S&P HOMEBUILDERETF
+$226.0K
2,952
减持
UNH
UNITEDHEALTH GROUP
+$224.3K
12,028
-1%
清仓
AI
C3 AI INC CL A
-$223.4K
0
-100%
增持
PHYS
SPROTT PHYSICAL GOLD TR UNIT
-$222.1K
427,175
+1%
减持
COP
CONOCOPHILLIPS COM
+$221.6K
16,356
-2%
减持
BX
BLACKSTONE GROUP LP
+$221.4K
23,893
-5%
清仓
DAL
DELTA AIR LINES INC DEL CMN
-$220.0K
0
-100%
清仓
MGM
MGM RESORTS INTERNATIONAL
-$218.5K
0
-100%
清仓
MKC
MCCORMICK & CO INC COM NON VTG
-$216.2K
0
-100%
增持
ADBE
ADOBE SYS INC
+$213.3K
8,094
+1%
增持
XLF
FINANCIAL SELECT SECTOR SPDR
+$213.2K
35,329
+24%
清仓
GPC
GENUINE PARTS CO COM
-$213.1K
0
-100%
清仓
MCHP
MICROCHIP TECHNOLOGY INC
-$213.0K
0
-100%
建仓
KVUE
KENVUE INC COM
+$211.6K
10,539
清仓
TROW
T ROWE PRICE GROUP INC
-$211.4K
0
-100%
建仓
FBCG
FIDELITY BLUE CHIP GROWTH ETF
+$210.8K
7,281
减持
VOO
VANGUARD S&P 500 ETF
-$210.7K
5,239
-6%
清仓
FISV
FISERV INC
-$209.4K
0
-100%
减持
CVS
CVS HEALTH CORP COM
-$209.0K
32,786
-9%
清仓
RDIV
INVESCO S&P ULTRA DIVIDEND REVENUE ETF
-$207.6K
0
-100%
清仓
IVOV
VANGUARD S&P MID-CAP 400 VALUE ETF
-$207.6K
0
-100%
清仓
ARKQ
ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF
-$207.3K
0
-100%
清仓
YUMC
YUM CHINA HLDGS INC COM
-$206.7K
0
-100%
清仓
ECL
ECOLAB INC COM
-$205.4K
0
-100%
建仓
D
DOMINION RESOURCES INC
+$203.5K
4,557
建仓
VRSK
VERISK ANALYTICS INCCL A
+$203.2K
860
减持
SWK
STANLEY BLACK & DECKER INC COM
-$202.7K
17,655
-1%
清仓
EMNT
PIMCO ENHANCED SHORT MATURITY ACTIVE ESG EXCHANGE-TRADED FUND
-$202.2K
0
-100%
清仓
XLK
TECHNOLOGY SELECT SECTOR SPDR
-$201.5K
0
-100%
建仓
ENB
ENBRIDGE INC COM
+$201.4K
6,068
清仓
PH
PARKER-HANNIFIN CORP COM
-$200.1K
0
-100%
减持
F
FORD MOTOR COMPANY
-$197.6K
39,975
-13%
减持
O
REALTY INCOME CORP
-$184.1K
13,942
-5%
增持
—
STRIVE 500 ETF
+$182.6K
31,418
+31%
建仓
BGB
BLACKSTONE STRATEGIC CRED 2027 COM SHS BEN IN
+$181.7K
16,532
增持
XOP
SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF
+$181.4K
9,447
+0%
