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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 22
增持 119
减持 6
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$24.4M
344,975
+22%
增持
MSFT
MICROSOFT CORP
+$9.7M
108,048
+18%
增持
ITOT
ISHARES TR
+$9.6M
153,746
+104%
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
NVDA
NVIDIA CORPORATION
+$9.3M
205,385
+1053%
增持
QQQ
INVESCO QQQ TR
+$8.8M
92,318
+16%
增持
IVV
ISHARES TR
+$8.4M
37,381
+63%
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$6.1M
90,523
+14%
增持
CODI
COMPASS DIVERSIFIED
+$5.8M
1,094,839
+45%
增持
GOOGL
ALPHABET INC
+$5.5M
120,917
+10%
增持
LLY
ELI LILLY & CO
+$4.8M
28,183
+6%
增持
—
EXXON MOBIL CORP
+$3.9M
150,237
+30%
增持
GOOG
ALPHABET INC
+$3.9M
56,073
+33%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$3.2M
218,321
+77%
增持
GLD
SPDR GOLD TR
+$3.2M
87,633
+15%
增持
SPY
SPDR S&P 500 ETF TR
+$3.1M
821,813
+1826%
增持
MINT
PIMCO ETF TR
+$3.1M
128,609
+31%
清仓
—
PIONEER NATURAL RESOURCES CO
-$3.0M
0
-100%
增持
PG
PROCTER AND GAMBLE CO
+$3.0M
73,863
+30%
增持
AMZN
AMAZON COM INC
+$2.9M
124,569
+6%
增持
MOAT
VANECK ETF TRUST
+$2.6M
85,239
+60%
增持
JPM
JPMORGAN CHASE & CO.
+$2.6M
72,080
+20%
增持
PEP
PEPSICO INC
+$2.4M
42,857
+60%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$2.4M
10,139
+81%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$2.2M
131,107
+84%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$2.2M
189,308
+51%
增持
WMT
WALMART INC
+$2.0M
60,408
+72%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.9M
44,859
+46%
增持
VYM
VANGUARD WHITEHALL FDS
+$1.8M
167,551
+12%
增持
—
EATON CORP PLC
+$1.8M
8,310
+212%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$1.7M
102,619
+29%
建仓
AAAU
GOLDMAN SACHS PHYSICAL GOLD
+$1.7M
73,628
增持
VBR
VANGUARD INDEX FDS
+$1.7M
1,220,868
+6842%
增持
CVX
CHEVRON CORP NEW
+$1.6M
56,444
+23%
清仓
—
GOLDMAN SACHS PHYSICAL GOLD ETF
-$1.5M
0
-100%
增持
VTI
VANGUARD INDEX FDS
+$1.5M
33,585
+16%
增持
NEE
NEXTERA ENERGY INC
+$1.5M
44,608
+68%
增持
KO
COCA COLA CO
+$1.4M
95,520
+25%
增持
FBND
FIDELITY MERRIMACK STR TR
+$1.4M
51,478
+153%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.3M
36,724
+14%
增持
GD
GENERAL DYNAMICS CORP
+$1.3M
16,272
+36%
增持
PYLD
PIMCO ETF TR
+$1.3M
114,995
+82%
增持
META
META PLATFORMS INC
+$1.3M
16,539
+14%
建仓
ALAB
ASTERA LABS INC
+$1.3M
21,550
增持
ADBE
ADOBE INC
+$1.3M
9,952
+19%
增持
VTV
VANGUARD INDEX FDS
+$1.3M
76,147
+13%
增持
GE
GE AEROSPACE
+$1.3M
26,243
+59%
建仓
SPYX
SPDR SER TR
+$1.2M
27,611
增持
TSLA
TESLA INC
+$1.2M
32,907
+10%
减持
DVN
DEVON ENERGY CORP NEW
-$1.2M
11,456
-67%
增持
CL
COLGATE PALMOLIVE CO
+$1.2M
24,079
+88%
建仓
QUS
SPDR SER TR
+$1.2M
8,010
增持
UNH
UNITEDHEALTH GROUP INC
+$1.2M
13,140
+18%
增持
PFE
PFIZER INC
+$1.1M
297,083
+15%
建仓
GEV
GE VERNOVA INC
+$1.1M
6,476
增持
STXF
EA SERIES TRUST
+$1.1M
120,675
+29%
增持
IUSG
ISHARES TR
+$1.1M
29,245
+29%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.1M
61,059
+10%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.1M
92,305
+41%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$1.0M
10
+25%
增持
ABBV
ABBVIE INC
+$1.0M
37,987
+26%
增持
QUAL
ISHARES TR
+$1.0M
10,599
+125%
增持
FBCG
FIDELITY COVINGTON TRUST
+$1.0M
50,128
+75%
增持
PM
PHILIP MORRIS INTL INC
+$1.0M
27,655
+39%
增持
TCAF
T ROWE PRICE ETF INC
+$1.0M
50,973
+157%
增持
BAC
BANK AMERICA CORP
+$985.8K
131,886
+17%
增持
NOBL
PROSHARES TR
+$980.3K
168,651
+12%
减持
FNV
FRANCO NEV CORP
-$966.0K
4,004
-67%
增持
VUG
VANGUARD INDEX FDS
+$958.7K
15,550
+10%
增持
COST
COSTCO WHSL CORP NEW
+$956.0K
4,897
+12%
建仓
GAP
GAP INC
+$942.0K
930,504
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$937.3K
63,848
+102%
增持
VOO
VANGUARD INDEX FDS
+$918.4K
8,580
+22%
增持
MRSH
MARSH & MCLENNAN COS INC
+$916.2K
6,769
+173%
建仓
AMX
AMERICA MOVIL SAB DE CV
+$890.1K
52,357
增持
VGT
VANGUARD WORLD FD
+$887.3K
3,880
+50%
增持
CAT
CATERPILLAR INC
+$880.3K
16,006
+32%
减持
FANG
DIAMONDBACK ENERGY INC
-$869.1K
6,735
-40%
增持
SO
SOUTHERN CO
+$864.5K
42,900
+25%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$864.1K
214,939
+9%
增持
BOND
PIMCO ETF TR
+$855.3K
23,195
+69%
建仓
VIS
VANGUARD WORLD FD
+$841.8K
3,567
增持
AVGO
BROADCOM INC
+$825.4K
2,018
+11%
增持
IEFA
ISHARES TR
+$822.6K
20,488
+128%
增持
IJH
ISHARES TR
+$781.6K
109,845
+18%
增持
DFLV
DIMENSIONAL ETF TRUST
+$778.8K
70,821
+67%
增持
QCOM
QUALCOMM INC
+$776.9K
11,769
+27%
建仓
NFLT
ETFIS SER TR I
+$737.6K
33,046
增持
MCD
MCDONALDS CORP
+$736.0K
15,426
+36%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$735.8K
66,987
+31%
增持
YUM
YUM BRANDS INC
+$733.4K
8,906
+177%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$732.7K
34,349
+73%
增持
VOX
VANGUARD WORLD FD
+$708.0K
7,563
+192%
增持
RTX
RTX CORPORATION
+$701.9K
82,079
+6%
增持
LDUR
PIMCO ETF TR
+$699.4K
26,501
+39%
增持
CMI
CUMMINS INC
+$682.8K
8,241
+52%
增持
VCR
VANGUARD WORLD FD
+$678.0K
3,426
+176%
增持
ORCL
ORACLE CORP
+$672.2K
22,869
+12%
增持
V
VISA INC
+$656.9K
27,339
+17%
增持
IXUS
ISHARES TR
+$640.2K
55,118
+21%
增持
MRK
MERCK & CO INC
+$637.6K
45,442
+19%
增持
PAYX
PAYCHEX INC
+$633.6K
8,729
+167%
增持
MTB
M & T BK CORP
+$630.0K
14,546
+35%
增持
DUK
DUKE ENERGY CORP NEW
+$626.2K
19,541
+42%
增持
BIL
SPDR SER TR
+$622.6K
13,216
+106%
减持
VTIP
VANGUARD MALVERN FDS
-$619.3K
12,410
-51%
增持
PVAL
PUTNAM ETF TRUST
+$602.9K
29,083
+130%
增持
HON
HONEYWELL INTL INC
+$599.2K
12,560
+24%
建仓
SMOT
VANECK ETF TRUST
+$595.5K
18,633
增持
IVW
ISHARES TR
+$593.8K
31,215
+15%
建仓
BCE
BCE INC
+$574.1K
17,343
增持
T
AT&T INC
+$567.0K
103,140
+29%
增持
ISTB
ISHARES TR
+$563.3K
27,592
+76%
建仓
IGSB
ISHARES TR
+$557.1K
10,872
增持
DOW
DOW INC
+$553.1K
35,077
+55%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$550.3K
81,268
+8%
增持
UPS
UNITED PARCEL SERVICE INC
+$540.8K
10,067
+79%
增持
—
DUPONT DE NEMOURS INC
+$534.5K
11,612
+122%
增持
JNJ
JOHNSON & JOHNSON
+$534.3K
70,536
+14%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$531.9K
9,609
+14%
清仓
—
LABORATORY CORP OF AMERICA
-$530.3K
0
-100%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$527.7K
42,148
+77%
增持
VFH
VANGUARD WORLD FD
+$526.6K
18,696
+42%
建仓
AGG
ISHARES TR
+$523.1K
282,010
建仓
LRGE
LEGG MASON ETF INVT
+$515.2K
7,380
建仓
EFX
EQUIFAX INC
+$511.3K
2,109
建仓
SUB
ISHARES TR
+$510.1K
4,879
增持
UNP
UNION PAC CORP
+$510.1K
16,878
+25%
增持
VO
VANGUARD INDEX FDS
+$503.6K
25,050
+12%
增持
FDVV
FIDELITY COVINGTON TRUST
+$502.3K
63,273
+17%
增持
DGRO
ISHARES TR
+$496.1K
151,216
+7%
增持
IWF
ISHARES TR
+$495.7K
13,247
+3%
建仓
CHD
CHURCH & DWIGHT CO INC
+$489.5K
4,721
建仓
LH
LABCORP HOLDINGS INC
+$487.1K
2,394
增持
NVO
NOVO-NORDISK A S
+$483.8K
14,820
+17%
建仓
RECS
COLUMBIA ETF TR I
+$477.1K
14,783
减持
USMV
ISHARES TR
-$475.9K
72,023
-8%
增持
CARR
CARRIER GLOBAL CORPORATION
+$469.1K
44,065
+11%
增持
IWP
ISHARES TR
+$469.0K
18,997
+33%
建仓
PRFZ
INVESCO EXCHANGE TRADED FD T
+$459.0K
12,034
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$456.8K
20,893
+73%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$453.9K
98,306
+9%
建仓
DXCM
DEXCOM INC
+$442.5K
3,903
增持
CVS
CVS HEALTH CORP
-$438.1K
31,123
+9%
增持
MMM
3M CO
+$437.8K
17,769
+37%
增持
GLDM
WORLD GOLD TR
+$432.8K
40,602
+24%
建仓
XLK
SELECT SECTOR SPDR TR
+$431.3K
1,907
增持
TJX
TJX COS INC NEW
+$427.9K
37,358
+3%
增持
MO
ALTRIA GROUP INC
+$423.3K
43,998
+18%
减持
SLV
ISHARES SILVER TR
-$414.3K
20,648
-51%
增持
TXN
TEXAS INSTRS INC
+$412.5K
3,628
+116%
