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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 17
增持 105
减持 22
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORP
+$7.9M
17,819
+7%
增持
LLY
ELI LILLY & CO COM
+$6.1M
26,627
+6%
增持
MSFT
MICROSOFT
+$5.2M
91,730
+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
AAPL
APPLE INC
-$4.5M
281,687
+3%
增持
AMZN
AMAZON.COM INC
+$4.3M
117,559
+6%
增持
SPY
SPDR S&P 500 ETF
+$3.7M
42,672
+9%
增持
QQQ
INVESCO QQQ TRUST
+$3.5M
79,738
+2%
增持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
+$3.4M
75,498
+49%
增持
IVV
ISHARES S&P 500 INDEX
+$3.2M
22,944
+23%
增持
VOOG
VANGUARD S&P 500 GROWTH ETF
+$3.1M
79,135
+2%
减持
USFR
WISDOMTREE FLOATING RATE TREASURY FUND
-$2.6M
49,279
-51%
增持
META
META PLATFORMS INC CL A
+$2.3M
14,460
+9%
增持
MOAT
MARKET VECTORS ETF TRMORNINGSTAR WIDE MOAT RESEARCHETF
+$2.3M
53,191
+81%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$2.1M
32,335
+0%
增持
TSLA
TESLA MOTORS INC
-$2.1M
30,052
+2%
增持
JPM
JPMORGAN CHASE & CO COM
+$1.9M
59,858
+1%
增持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$1.8M
75,577
+8%
增持
VUG
VANGUARD GROWTH ETF
+$1.5M
14,132
+31%
增持
VTV
VANGUARD VALUE ETF
+$1.5M
67,573
+6%
减持
—
EXXON MOBIL CORP COM
+$1.5M
115,200
-3%
增持
STXF
STRIVE 500 ETF
+$1.5M
93,430
+72%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD
+$1.5M
149,274
+0%
增持
GLD
SPDR GOLD ETF
+$1.3M
75,949
+2%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE ETF
+$1.2M
125,477
+30%
减持
GOOGL
GOOGLE INC
+$1.1M
109,568
-1%
增持
CAT
CATERPILLAR INC COM
+$1.1M
12,148
+6%
增持
PRF
POWERSHARES FTSE RAFI US 1000
+$1.1M
71,178
+49%
增持
TPL
TEXAS PACIFIC LAND CORPORATION COM
+$1.0M
23,829
+194%
增持
ABBV
ABBVIE INC COM
+$1.0M
30,074
+5%
增持
MRK
MERCK & CO INC
+$1.0M
38,077
+3%
减持
RTX
RTX CORPORATION COM
+$1.0M
77,289
-0%
增持
IBM
INTL BUSINESS MACHINES
+$961.0K
30,686
+2%
清仓
—
SEAGATE TECHNOLOGY
-$940.8K
0
-100%
减持
NOBL
PROSHARES TR S&P 500 ARISTOCRATS
+$930.2K
151,118
-0%
减持
PG
PROCTER AND GAMBLE CO COM
+$874.0K
56,731
-0%
增持
FDVV
FIDELITY HIGH DIVIDEND ETF
+$826.0K
54,240
+41%
增持
AMLP
ALPS TRUST ETF ALERIAN MLP
+$799.5K
67,770
+19%
减持
CODI
COMPASS DIVERSIFIED HOLDINGS
+$796.7K
755,141
-2%
增持
GE
GE AEROSPACE COM NEW
+$796.5K
16,548
+0%
增持
GBIL
GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF
+$784.9K
11,130
+228%
增持
NVO
NOVO-NORDISK A/S ADR ADR CMN
+$776.0K
12,707
+54%
建仓
D
DOMINION RESOURCES INC
+$751.8K
15,284
增持
FBCG
FIDELITY BLUE CHIP GROWTH ETF
+$744.2K
28,678
+166%
建仓
ISTB
ISHARES CORE 1-5 YEAR USD BOND ETF
+$743.8K
15,678
增持
BAC
BANK AMERICA CORP COM
+$739.7K
112,323
+7%
增持
HD
HOME DEPOT
+$712.8K
16,597
+2%
增持
SPHQ
INVESCO S&P 500 QUALITY ETF
+$712.3K
79,791
+5%
增持
DIS
DISNEY WALT CO COM
+$707.0K
16,642
+13%
增持
PHYS
SPROTT PHYSICAL GOLD TR UNIT
+$701.4K
432,476
+2%
增持
MTB
M & T BK CORP COM
+$692.5K
10,806
+69%
增持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF ULTRA SHORT INCOME FUND
+$690.0K
197,895
+7%
增持
IWM
ISHARES RUSSELL 2000 ETF
+$684.5K
9,487
+45%
减持
IRM
IRON MOUNTAIN INC
-$670.8K
6,022
-63%
增持
KO
COCA COLA CO COM
+$654.2K
76,478
+12%
增持
IJH
ISHARES CORE S&P MID CAP ETF
+$645.3K
92,962
+415%
建仓
JBND
JPMORGAN ACTIVE BOND ETF
+$634.8K
12,085
增持
ADBE
ADOBE SYS INC
-$617.1K
8,381
+3%
减持
UNH
UNITEDHEALTH GROUP
-$611.3K
11,145
-4%
减持
PFE
PFIZER INC COM
-$611.0K
259,362
-4%
减持
VTI
VANGUARD TOTAL STK MKT
+$609.3K
28,974
-1%
增持
VXUS
VANGUARD TOTAL INTL STOCK IDEX ETF
+$592.9K
39,680
+28%
增持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$579.2K
12,855
+4%
增持
CGUS
CAPITAL GROUP CORE EQUITY ETF
+$579.2K
123,077
+7%
减持
BA
BOEING CO COM
-$578.3K
7,936
-2%
增持
PYLD
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND PIMCO MULTISECTOR BOND A
+$576.5K
63,190
+54%
增持
COST
COSTCO WHOLESALE CORP
+$571.6K
4,377
+10%
增持
VHT
VANGUARD HEALTH CARE ETF
+$564.1K
7,812
+26%
增持
AIRR
FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF
+$551.3K
12,205
+161%
清仓
—
NY COMMUNITY BANCORP INC
-$550.1K
0
-100%
减持
JNJ
JOHNSON & JOHNSON COM
-$540.5K
61,794
-6%
增持
V
VISA INC
+$540.2K
23,358
+2%
减持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$525.1K
55,493
-2%
减持
CI
CIGNA CORP
+$512.8K
9,416
-3%
增持
VOO
VANGUARD S&P 500 ETF
+$509.9K
7,048
+7%
增持
VO
VANGUARD MID CAP
+$506.5K
22,349
+2%
增持
USMV
ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD
+$498.5K
78,045
+1%
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME FUND JPMORGAN EQUITY PREMIUM INCOME FUND
+$493.2K
95,244
+4%
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$490.3K
7,220
+31%
减持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
+$487.7K
141,500
-1%
建仓
TMSL
T. ROWE PRICE SMALL-MID CAP ETF
+$483.2K
15,398
减持
RIO
RIO TINTO PLC SPON ADR
-$468.1K
9,438
-34%
建仓
KNG
FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF
+$460.6K
8,575
增持
IYW
ISHARES DJ US TECHNOLOGY
+$454.4K
10,190
+36%
建仓
GBTC
GRAYSCALE BITCOIN TRUST
+$452.1K
7,157
增持
PAVE
GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF
+$442.7K
33,571
+29%
建仓
ARM
ARM HOLDINGS PLC SPONSORED ADR
+$442.3K
3,539
增持
IWR
ISHARES TR RUSSELL MIDCAP INDEX FD
+$429.5K
62,296
+1%
增持
WMT
WALMART INC COM
+$427.6K
35,179
+228%
清仓
PRFZ
POWERSHARES FTSE RAFI US 1500 S/M PT
-$427.0K
0
-100%
增持
AVGO
AVAGO TECHNOLOGIES LTD
+$406.7K
1,822
+1%
增持
TJX
TJX COS INC NEW COM
+$400.2K
36,337
+4%
增持
—
ASML HOLDING N V N Y REGISTRY SHS
+$396.8K
1,810
+1%
增持
MDY
S & P MID CAP 400 DEP RCPTS MID CAP
+$395.6K
2,584
+26%
增持
XLE
ENERGY SELECT SECTOR SPDR
+$395.2K
14,811
+24%
增持
NFLX
NETFLIX COM INC
+$394.9K
1,667
+31%
建仓
VCR
VANGUARD CONSUMER DISCRETIONARY
+$394.2K
1,241
增持
CEG
CONSTELLATION ENERGY CORP COM
+$380.9K
3,918
+33%
清仓
RFV
INVESCO S&P MIDCAP 400 PURE VALUE ETF
-$380.3K
0
-100%
建仓
TQQQ
PROSHARES ULTRAPRO QQQ
+$380.0K
6,173
增持
VB
VANGUARD SMALL CAP ETF
+$375.7K
21,933
+1%
增持
IVW
ISHARES S&P 500 GROWTH ETF
+$373.8K
27,177
+6%
增持
SOXX
ISHARES SEMICONDUCTOR ETF
+$372.9K
8,181
+220%
清仓
TLT
ISHARES 20 YEAR TREASURY BOND ETF
-$369.8K
0
-100%
增持
IWP
ISHARES RUSSELL MIDCAP GROWTH ETF
+$369.5K
14,257
+18%
增持
MA
MASTERCARD INC
+$366.5K
3,662
+12%
建仓
QQEW
FIRST TR NASDAQ 100 EQUAL WEIGHTED INDEXISIN#US3373441050 FD SHS
+$363.5K
2,934
增持
BOND
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND
+$360.0K
13,688
+41%
增持
VOOV
VANGUARD S&P 500 VALUE ETF
+$352.2K
8,709
+20%
增持
KKR
KKR & CO LP
+$351.5K
15,581
+6%
增持
TGT
TARGET CORP COM
+$351.4K
6,749
+14%
增持
CMI
CUMMINS INC COM
+$350.4K
5,428
+4%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$341.4K
51,319
+10%
增持
CIBR
FIRST TRUST NASDAQ CYBERSECURITY ETF
+$340.7K
14,348
+65%
建仓
VOX
VANGUARD TELECOMMUNICATIONS SERVICES ETF
+$339.7K
2,589
增持
LDUR
PIMCO ENHANCED LOW DURATION ACTIVE ETF
+$334.4K
19,075
+23%
增持
IWB
ISHARES TR RUSSELL 1000 INDEX ETF
+$333.6K
4,939
+19%
增持
GD
GENERAL DYNAMICS CORP COM
+$331.1K
12,002
+2%
建仓
XMMO
INVESCO S&P MIDCAP MOMENTUM ETF
+$326.5K
2,842
减持
GOOG
ALPHABET INC CAP STK CL C
+$325.3K
42,132
-2%
增持
IJR
ISHARES S&P SMALLCAP 600 ETF
+$324.2K
37,369
+6%
减持
ORCL
ORACLE CORPORATION
+$312.8K
20,356
-4%
建仓
IYH
ISHARES TR DOW JONES U S HEALTHCARE
+$310.1K
5,010
减持
RAAX
VANECK INFLATION ALLOCATION ETF
-$309.7K
57,041
-21%
减持
CSCO
CISCO SYS INC
-$308.7K
69,075
-7%
增持
QQQJ
INVESCO NASDAQ NEXT GEN 100 ETF
+$307.2K
82,813
+7%
增持
SDY
SPDR SER TR S&P DIVID ETF
+$305.8K
43,105
+1%
增持
SYLD
CAMBRIA SHAREHOLDER YIELD ETF
+$302.3K
12,370
+38%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$301.8K
5,604
+1%
增持
MINT
PIMCO ENHANCED SHORT MATURITY ETF
+$298.9K
97,837
+2%
增持
FIDU
FIDELITY MSCI INDUSTRIAL INDEX ETF
+$298.8K
11,233
+49%
建仓
—
CRH PLC ORD
+$297.3K
3,447
增持
FBND
FIDELITY TOTAL BOND ETF
+$289.6K
20,316
+48%
增持
INTC
INTEL CORP COM
-$288.0K
48,724
+0%
增持
LOW
LOWES COS INC COM
+$282.3K
5,732
+8%
增持
FLMI
FRANKLIN DYNAMIC MUNICIPAL BOND ETF
+$280.8K
24,224
+87%
增持
VBR
VANGUARD SMALL CAP VALUE ETF
+$277.9K
17,587
+2%
增持
TRV
TRAVELERS COMPANIES INC COM
+$277.0K
6,258
+3%
建仓
APP
APPLOVIN CORP COM CL A
+$272.0K
3,929
增持
QCOM
QUALCOMM INC
+$271.5K
9,257
+3%
增持
ALL
ALLSTATE CORP
+$269.2K
7,943
+1%
增持
SYK
STRYKER CORP
+$267.9K
2,900
+13%
增持
CRM
SALESFORCE COM
+$267.8K
2,848
+27%
建仓
VCRB
VANGUARD CORE BOND ETF
+$265.4K
3,470
增持
WFC
WELLS FARGO CO NEW COM
+$265.3K
20,390
+10%
增持
TCAF
T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF
+$262.2K
19,808
+63%
减持
IUSG
ISHARES CORE S&P U.S. GROWTH ETF
+$261.8K
22,687
-1%
建仓
STXV
STRIVE 1000 VALUE ETF
+$259.3K
8,940
增持
OGN
ORGANON & CO COMMON STOCK
+$258.7K
47,295
+8%
增持
BUFR
FT CBOE VEST FUND OF BUFFER ETFS
+$255.2K
26,435
+45%
清仓
BIV
VANGUARD INTERMEDIATE-TERM BOND
-$254.8K
0
-100%
