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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 24
增持 78
减持 39
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT
+$5.7M
88,718
+1%
减持
AAPL
APPLE INC
+$5.5M
274,341
-1%
增持
QQQ
INVESCO QQQ TRUST
+$4.3M
77,973
+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。
增持
SPY
SPDR S&P 500 ETF
+$3.6M
39,249
+12%
增持
AMZN
AMAZON.COM INC
+$2.9M
111,194
+1%
减持
CODI
COMPASS DIVERSIFIED HOLDINGS
+$2.8M
774,143
-0%
减持
USFR
WISDOMTREE FLOATING RATE TREASURY FUND
-$2.7M
101,003
-35%
增持
IVV
ISHARES S&P 500 INDEX
+$2.6M
18,622
+26%
增持
GLD
SPDR GOLD ETF
+$2.4M
74,762
+7%
增持
VOOG
VANGUARD S&P 500 GROWTH ETF
+$2.3M
77,457
+3%
建仓
PICK
ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF
+$2.0M
46,062
增持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
+$1.9M
50,512
+40%
增持
NVDA
NVIDIA CORP
+$1.7M
16,607
+10%
建仓
STXF
STRIVE 500 ETF
+$1.7M
54,261
增持
VYM
VANGUARD HIGH DIVIDEND YIELD
+$1.6M
148,614
+3%
减持
PFE
PFIZER INC COM
-$1.4M
271,215
-2%
增持
VTV
VANGUARD VALUE ETF
+$1.3M
63,548
+7%
清仓
FENY
FIDELITY MSCI ENERGY INDEX ETF
-$1.3M
0
-100%
增持
VTI
VANGUARD TOTAL STK MKT
+$1.3M
29,175
+10%
增持
GOOGL
GOOGLE INC
+$1.2M
110,163
+2%
增持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$1.2M
69,762
+1%
建仓
FELV
FIDELITY ENHANCED LARGE CAP VALUE ETF
+$1.1M
42,771
增持
CGUS
CAPITAL GROUP CORE EQUITY ETF
+$1.1M
115,049
+35%
增持
—
EXXON MOBIL CORP COM
-$1.1M
118,969
+8%
增持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$1.1M
185,024
+13%
减持
JPM
JPMORGAN CHASE & CO COM
+$1.0M
59,463
-5%
增持
VB
VANGUARD SMALL CAP ETF
+$1.0M
21,740
+14%
减持
LLY
ELI LILLY & CO COM
+$997.4K
25,081
-1%
增持
MOAT
MARKET VECTORS ETF TRMORNINGSTAR WIDE MOAT RESEARCHETF
+$994.8K
29,355
+49%
增持
META
META PLATFORMS INC CL A
+$928.5K
13,246
+6%
减持
RTX
RTX CORPORATION COM
+$927.5K
77,670
-0%
增持
VCSH
VANGUARD SHORT TERM CORP BOND FD ETF
+$923.2K
26,386
+77%
增持
VO
VANGUARD MID CAP
+$884.0K
21,826
+8%
增持
TPL
TEXAS PACIFIC LAND CORPORATION COM
-$868.4K
8,116
+9%
清仓
—
STRIVE 500 ETF
-$860.8K
0
-100%
建仓
CALF
PACER US SMALL CAP CASH COWS 100 ETF
+$851.8K
17,735
增持
VOO
VANGUARD S&P 500 ETF
+$820.6K
6,588
+26%
增持
IWR
ISHARES TR RUSSELL MIDCAP INDEX FD
+$817.1K
61,867
+7%
增持
V
VISA INC
+$807.9K
22,963
+2%
增持
IBM
INTL BUSINESS MACHINES
+$807.4K
29,952
+3%
增持
IJH
ISHARES CORE S&P MID CAP ETF
+$769.9K
18,045
+6%
增持
MINT
PIMCO ENHANCED SHORT MATURITY ETF
+$769.0K
95,577
+9%
减持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$754.3K
56,387
-1%
增持
PYLD
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
+$734.2K
40,960
+216%
减持
BLFY
BLUE FOUNDRY BANCORP COM
+$732.0K
592,094
-1%
增持
ADBE
ADOBE SYS INC
+$719.1K
8,123
+0%
增持
IWB
ISHARES TR RUSSELL 1000 INDEX ETF
+$691.5K
4,152
+145%
增持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$690.7K
12,381
+8%
减持
INTC
INTEL CORP COM
+$675.6K
48,560
-2%
增持
AVGO
AVAGO TECHNOLOGIES LTD
+$673.8K
1,798
+12%
增持
—
ASML HOLDING N V N Y REGISTRY SHS
+$671.8K
1,796
+54%
减持
PHYS
SPROTT PHYSICAL GOLD TR UNIT
+$663.3K
425,639
-0%
清仓
XEL
XCEL ENERGY INC COM
-$657.5K
0
-100%
增持
FANG
DIAMONDBACK ENERGY INC COM
+$651.6K
12,924
+48%
减持
HD
HOME DEPOT
+$651.3K
16,315
-1%
增持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
+$638.8K
143,584
+0%
增持
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$612.8K
15,986
+20%
减持
BHP
BHP GROUP LTD SPONSORED ADS
-$608.4K
7,522
-62%
建仓
FLQM
FRANKLIN U.S. MID CAP MULTIFACTOR INDEX ETF
+$607.2K
12,616
减持
BAC
BANK AMERICA CORP COM
+$606.5K
104,531
-2%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE ETF
+$605.2K
96,712
+12%
建仓
SYLD
CAMBRIA SHAREHOLDER YIELD ETF
+$604.1K
8,940
增持
BX
BLACKSTONE GROUP LP
+$590.9K
24,066
+1%
增持
VYMI
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
+$586.0K
20,336
+64%
增持
LNG
CHENIERE ENERGY INC
+$577.9K
12,433
+34%
增持
UNP
UNION PAC CORP COM
+$576.2K
13,489
+0%
减持
ROP
ROPER INDUSTRIES INC
+$575.8K
9,543
-0%
清仓
DTE
DTE ENERGY CO COM
-$572.3K
0
-100%
增持
BA
BOEING CO COM
+$571.2K
8,094
+1%
清仓
VFC
V F CORP COM
-$560.9K
0
-100%
增持
FDVV
FIDELITY HIGH DIVIDEND ETF
+$542.8K
38,591
+37%
增持
WPM
SILVER WHEATON CORP
+$539.8K
41,103
+12%
减持
BMY
BRISTOL-MYERS SQUIBB CO COM
-$519.0K
33,694
-13%
清仓
GIS
GENERAL MLS INC COM
-$515.4K
0
-100%
增持
AMT
AMERICAN TOWER CORP
+$513.5K
4,838
+50%
增持
IWP
ISHARES RUSSELL MIDCAP GROWTH ETF
+$505.7K
12,041
+46%
增持
GD
GENERAL DYNAMICS CORP COM
+$503.6K
11,781
+2%
建仓
BUFR
FT CBOE VEST FUND OF BUFFER ETFS
+$484.0K
18,215
增持
GOOG
ALPHABET INC CAP STK CL C
+$475.2K
43,211
+1%
减持
DFLV
DIMENSIONAL US LARGE CAP VALUE ETF
-$462.5K
45,108
-33%
减持
IJR
ISHARES S&P SMALLCAP 600 ETF
+$460.0K
35,158
-1%
增持
VZ
VERIZON COMMUNICATIONS
+$458.4K
66,310
+5%
增持
COST
COSTCO WHOLESALE CORP
+$456.0K
3,991
+3%
减持
FNV
FRANCO NEVADA CORP COM NPV ISIN #CA3518581051 SEDOL #B29NF31
-$452.8K
12,779
-9%
减持
WBS
WEBSTER FINL CORP CONN
-$452.8K
19,686
-45%
清仓
—
CONSOL ENERGY INC NEW COM
-$452.7K
0
-100%
建仓
ONEY
SPDR RUSSELL 1000 YIELD FOCUS ETF
+$449.8K
4,465
增持
GS
GOLDMAN SACHS GROUP INC
+$448.1K
4,540
+13%
增持
BOND
PIMCO ACTIVE BOND ETF
+$432.4K
9,705
+83%
减持
NOBL
PROSHARES TR S&P 500 ARISTOCRATS
+$407.5K
151,205
-4%
增持
VOOV
VANGUARD S&P 500 VALUE ETF
+$400.4K
7,261
+32%
减持
VUG
VANGUARD GROWTH ETF
+$399.7K
10,757
-1%
减持
KMB
KIMBERLY-CLARK CORP COM
-$395.1K
3,841
-46%
减持
MTB
M & T BK CORP COM
-$393.0K
6,412
-36%
增持
IUSG
ISHARES CORE S&P U.S. GROWTH ETF
+$389.2K
23,029
+9%
减持
USMV
ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD
+$382.3K
77,207
-1%
建仓
PBR
PETROLEO BRASILEIRO SA PETROBRAS
+$380.4K
23,820
建仓
RFV
INVESCO S&P MIDCAP 400 PURE VALUE ETF
+$380.3K
3,266
增持
EOG
EOG RESOURCES INC
+$374.5K
6,966
+89%
建仓
TLT
ISHARES 20 YEAR TREASURY BOND ETF
+$369.8K
3,739
增持
ELV
ELEVANCE HEALTH INC COM
+$366.9K
5,281
+8%
减持
MCD
MCDONALDS CORP COM
+$362.7K
11,039
-0%
增持
QQQJ
INVESCO NASDAQ NEXT GEN 100 ETF
+$355.9K
77,321
+10%
减持
SPLV
POWERSHARES SP500 LOW VOLATILITY ETF
+$354.3K
93,288
-0%
建仓
ZS
ZSCALER INC COM
+$354.1K
1,598
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$345.4K
46,622
+8%
减持
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADS
-$342.9K
21,826
-7%
增持
DE
DEERE & CO COM
+$342.2K
5,392
+12%
建仓
TCAF
T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF
+$336.6K
12,182
增持
CAT
CATERPILLAR INC COM
+$335.4K
11,441
+2%
增持
QCOM
QUALCOMM INC
+$334.5K
8,958
+4%
增持
PNC
PNC FINL SVCS GROUP INC COM
+$333.5K
9,333
+3%
减持
—
AVANGRID INC COM
-$329.2K
10,331
-53%
增持
MGK
VANGUARD MEGA CAP GROWTH ETF
+$327.7K
3,166
+45%
增持
SOXX
ISHARES SEMICONDUCTOR ETF
+$325.6K
2,560
+5%
增持
IVE
ISHARES S&P 500 VALUE ETF
+$324.2K
9,547
+10%
减持
DHR
DANAHER CORP
-$321.8K
5,528
-14%
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$316.1K
91,263
+4%
建仓
FLMI
FRANKLIN DYNAMIC MUNICIPAL BOND ETF
+$313.4K
12,920
建仓
JEPQ
J.P. MORGAN NASDAQ EQUITY PREMIUM INCOME ETF
+$312.8K
6,264
建仓
VGSH
VANGUARD SHORT-TERM TREASURY ETF
+$308.6K
5,291
清仓
LQD
ISHARES IBOXX CORPORATE BOND ETF
-$307.9K
0
-100%
减持
SDY
SPDR SER TR S&P DIVID ETF
+$304.3K
42,820
-2%
减持
DVN
DEVON ENERGY CORP
-$303.4K
35,470
-11%
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$299.7K
5,514
+10%
建仓
MCHP
MICROCHIP TECHNOLOGY INC
+$293.3K
3,252
减持
KKR
KKR & CO LP
+$293.3K
14,672
-2%
增持
VDE
VANGUARD ENERGY
+$292.8K
15,206
+29%
增持
QQQM
INVESCO NASDAQ 100 ETF
+$286.8K
5,896
+23%
建仓
VTEB
VANGUARD TAX-EXEMPT BOND ETF
+$284.6K
5,575
增持
PAVE
GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF
+$284.4K
25,935
+29%
减持
NSC
NORFOLK SOUTHERN CRP
+$282.0K
7,264
-0%
增持
—
GOLDMAN SACHS PHYSICAL GOLD ETF
+$281.9K
63,952
+14%
减持
CARR
CARRIER GLOBAL CORPORATION COM
-$280.8K
39,656
-14%
减持
SPHQ
INVESCO S&P 500 QUALITY ETF
+$277.6K
75,973
-1%
建仓
ISCV
ISHARES MORNINGSTAR SMALL VALUE INDEX
+$275.7K
4,657
增持
—
PIONEER NATURAL RESOURCES CO
+$272.0K
12,421
+13%
建仓
DFAI
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
+$271.7K
9,485
建仓
DJUL
FT VEST U.S. EQUITY DEEP BUFFER ETF - JULY
+$271.6K
7,440
建仓
AIRR
FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF
+$270.4K
4,675
增持
PPG
PPG INDS INC COM
+$267.9K
13,185
+0%
减持
RIO
RIO TINTO PLC SPON ADR
-$267.5K
14,366
-32%
增持
—
NEXTERA ENERGY INC UNIT 09/01/25
+$266.5K
16,780
+70%
清仓
XLV
HEALTH CARE SELECT SECTOR SPDR
-$264.1K
0
-100%
建仓
AIG
AMERICAN INTL GROUP INC COM NEW
+$260.2K
3,841
增持
SWK
STANLEY BLACK & DECKER INC COM
+$258.0K
17,672
+0%
减持
IDXX
IDEXX LABS INC
+$257.5K
2,528
-4%
建仓
PPA
INVESCO AEROSPACE & DEFENSE ETF
+$257.4K
2,792
增持
—
SEAGATE TECHNOLOGY
+$256.7K
11,020
+6%
减持
LMT
LOCKHEED MARTIN CORP
+$256.0K
6,254
-1%
