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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 11
增持 48
减持 79
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
GLD
SPDR GOLD TR
+$4.1M
90,305
+3%
减持
GOOGL
ALPHABET INC
-$3.6M
111,535
-8%
减持
AAPL
APPLE INC
+$3.4M
322,522
-7%
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
CODI
COMPASS DIVERSIFIED
+$3.4M
1,302,174
+19%
减持
TPL
TEXAS PACIFIC LAND CORPORATI
+$3.4M
15,885
-17%
增持
IVV
ISHARES TR
+$3.3M
40,547
+8%
减持
MSFT
MICROSOFT CORP
-$3.2M
105,404
-2%
增持
QQQ
INVESCO QQQ TR
+$3.0M
95,260
+3%
增持
FBND
FIDELITY MERRIMACK STR TR
+$3.0M
116,353
+126%
减持
ITOT
ISHARES TR
-$2.3M
124,693
-19%
减持
PFE
PFIZER INC
-$2.2M
211,388
-29%
减持
NVDA
NVIDIA CORPORATION
+$2.1M
191,435
-7%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$2.1M
171,699
+31%
减持
AMZN
AMAZON COM INC
-$1.9M
116,634
-6%
减持
LLY
ELI LILLY & CO
-$1.8M
26,107
-7%
减持
GOOG
ALPHABET INC
-$1.8M
51,011
-9%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$1.7M
180,352
-16%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$1.7M
22,100
+343%
减持
ADBE
ADOBE INC
-$1.7M
7,746
-22%
增持
VTV
VANGUARD INDEX FDS
+$1.7M
79,595
+5%
减持
—
EXXON MOBIL CORP
-$1.6M
130,197
-13%
减持
NOBL
PROSHARES TR
-$1.6M
138,722
-18%
减持
MRK
MERCK & CO INC
-$1.5M
38,817
-15%
增持
QUS
SPDR SER TR
+$1.5M
16,764
+109%
减持
IXUS
ISHARES TR
-$1.4M
32,447
-41%
减持
CVX
CHEVRON CORP NEW
-$1.4M
49,434
-12%
增持
BILS
SPDR SER TR
+$1.3M
16,002
+536%
增持
PYLD
PIMCO ETF TR
+$1.3M
162,259
+41%
减持
VOOG
VANGUARD ADMIRAL FDS INC
+$1.3M
89,110
-2%
减持
RTX
RTX CORPORATION
+$1.3M
75,748
-8%
增持
BX
BLACKSTONE INC
+$1.2M
26,959
+0%
减持
PHYS
SPROTT PHYSICAL GOLD TR
+$1.2M
415,345
-2%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$1.1M
11,985
-65%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.1M
34,773
-5%
减持
HD
HOME DEPOT INC
-$1.1M
13,904
-28%
清仓
SLG
SL GREEN RLTY CORP
-$1.0M
0
-100%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.0M
80,002
-2%
增持
XLI
SELECT SECTOR SPDR TR
+$1.0M
11,945
+127%
减持
COP
CONOCOPHILLIPS
-$1.0M
14,749
-34%
减持
PEP
PEPSICO INC
-$999.5K
34,805
-19%
清仓
GWW
GRAINGER W W INC
-$995.8K
0
-100%
增持
RECS
COLUMBIA ETF TR I
+$928.4K
40,376
+173%
减持
PG
PROCTER AND GAMBLE CO
-$919.1K
66,361
-10%
清仓
AMX
AMERICA MOVIL SAB DE CV
-$890.1K
0
-100%
清仓
SYLD
CAMBRIA ETF TR
-$875.0K
0
-100%
增持
KNTK
KINETIK HOLDINGS INC
+$869.2K
21,196
+336%
建仓
PAAA
PGIM ETF TR
+$863.5K
16,871
建仓
VTES
VANGUARD WELLINGTON FD
+$863.4K
8,560
增持
MINT
PIMCO ETF TR
+$850.3K
137,180
+7%
清仓
SON
SONOCO PRODS CO
-$843.9K
0
-100%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$842.2K
193,470
+2%
增持
UNH
UNITEDHEALTH GROUP INC
+$842.0K
13,219
+1%
减持
MOAT
VANECK ETF TRUST
+$823.9K
84,845
-0%
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$820.3K
35,879
+72%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$805.8K
6,807
-41%
建仓
STOT
SSGA ACTIVE TR
+$772.0K
16,394
增持
BABA
ALIBABA GROUP HLDG LTD
+$761.7K
25,154
+5%
增持
TSLA
TESLA INC
+$741.3K
33,273
+1%
建仓
USSH
WISDOMTREE TR
+$736.9K
14,591
减持
—
EATON CORP PLC
-$732.6K
5,452
-34%
清仓
CALF
PACER FDS TR
-$730.5K
0
-100%
减持
ELV
ELEVANCE HEALTH INC
-$720.5K
5,111
-3%
减持
META
META PLATFORMS INC
+$718.7K
15,563
-6%
增持
STXF
EA SERIES TRUST
+$714.4K
131,683
+9%
增持
USMV
ISHARES TR
+$707.5K
73,347
+2%
减持
ORCL
ORACLE CORP
+$702.5K
22,428
-2%
增持
GLDM
WORLD GOLD TR
+$701.0K
47,225
+16%
减持
PM
PHILIP MORRIS INTL INC
+$697.2K
26,930
-3%
减持
VYM
VANGUARD WHITEHALL FDS
+$685.9K
157,928
-6%
增持
ARCC
ARES CAPITAL CORP
+$682.8K
118,825
+32%
建仓
BILZ
PIMCO ETF TR
+$678.4K
6,709
清仓
—
BLACKROCK INC
-$677.0K
0
-100%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$676.8K
222,462
+2%
减持
UNP
UNION PAC CORP
-$675.7K
13,017
-23%
减持
MRSH
MARSH & MCLENNAN COS INC
-$673.6K
3,393
-50%
减持
SHW
SHERWIN WILLIAMS CO
-$673.3K
564
-81%
减持
NSC
NORFOLK SOUTHN CORP
-$662.2K
4,234
-48%
增持
FBCG
FIDELITY COVINGTON TRUST
+$658.0K
62,949
+26%
减持
INTC
INTEL CORP
-$644.1K
66,663
-3%
增持
VBR
VANGUARD INDEX FDS
+$623.0K
1,222,165
+0%
减持
CVS
CVS HEALTH CORP
-$620.9K
21,408
-31%
减持
IWF
ISHARES TR
-$620.8K
10,943
-17%
减持
GEV
GE VERNOVA INC
+$616.2K
6,248
-4%
减持
NVO
NOVO-NORDISK A S
-$602.6K
12,988
-12%
增持
TCAF
T ROWE PRICE ETF INC
+$602.4K
65,678
+29%
减持
ABBV
ABBVIE INC
+$602.4K
37,704
-1%
减持
MMM
3M CO
-$598.8K
9,238
-48%
减持
USFR
WISDOMTREE TR
-$597.0K
29,514
-29%
减持
CAT
CATERPILLAR INC
-$596.5K
12,189
-24%
减持
QCOM
QUALCOMM INC
-$594.2K
10,105
-14%
增持
NEE
NEXTERA ENERGY INC
+$592.8K
44,820
+0%
增持
IEFA
ISHARES TR
+$580.4K
27,571
+35%
建仓
CGBL
CAPITAL GROUP CORE BALANCED
+$569.4K
18,058
减持
LMT
LOCKHEED MARTIN CORP
+$567.6K
6,398
-4%
清仓
—
LAM RESEARCH CORP
-$566.6K
0
-100%
减持
CARR
CARRIER GLOBAL CORPORATION
+$557.6K
41,635
-6%
增持
WPM
WHEATON PRECIOUS METALS CORP
+$553.5K
33,944
+0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$551.0K
35,779
-20%
增持
IWP
ISHARES TR
+$550.0K
21,907
+15%
减持
SDY
SPDR SER TR
+$539.5K
42,324
-1%
减持
CL
COLGATE PALMOLIVE CO
-$534.4K
18,082
-25%
减持
AMGN
AMGEN INC
-$527.8K
4,878
-27%
增持
SLV
ISHARES SILVER TR
+$524.1K
33,811
+64%
建仓
MPLX
MPLX LP
+$521.7K
11,822
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$510.6K
58,664
-4%
减持
IUSV
ISHARES TR
-$507.0K
5,179
-55%
减持
CSCO
CISCO SYS INC
+$503.3K
73,674
-5%
减持
VTI
VANGUARD INDEX FDS
+$500.9K
33,086
-1%
减持
BLFY
BLUE FOUNDRY BANCORP
+$500.2K
620,472
-2%
增持
BOND
PIMCO ETF TR
+$497.1K
28,240
+22%
减持
CI
THE CIGNA GROUP
-$482.5K
9,312
-10%
增持
VOOV
VANGUARD ADMIRAL FDS INC
+$479.0K
12,592
+15%
增持
IJT
ISHARES TR
+$478.0K
5,839
+133%
增持
VUG
VANGUARD INDEX FDS
+$476.7K
15,998
+3%
清仓
DOV
DOVER CORP
-$475.8K
0
-100%
增持
AVGO
BROADCOM INC
+$471.3K
20,692
+925%
减持
SPY
SPDR S&P 500 ETF TR
+$470.0K
819,581
-0%
清仓
DXJ
WISDOMTREE TR
-$468.4K
0
-100%
减持
SO
SOUTHERN CO
+$453.0K
40,622
-5%
减持
KO
COCA COLA CO
+$445.9K
94,633
-1%
减持
KKR
KKR & CO INC
+$444.0K
14,965
-5%
增持
DIS
DISNEY WALT CO
+$443.9K
28,155
+23%
减持
SWK
STANLEY BLACK & DECKER INC
+$441.6K
22,527
-6%
减持
PAVE
GLOBAL X FDS
-$441.6K
20,212
-42%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$441.1K
10,272
清仓
—
TEEKAY TANKERS LTD
-$440.9K
0
-100%
减持
EMR
EMERSON ELEC CO
-$432.4K
9,074
-30%
减持
DOW
DOW INC
-$427.4K
27,529
-22%
减持
SOXX
ISHARES TR
-$424.3K
7,543
-13%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$416.2K
14,860
+122%
减持
PSX
PHILLIPS 66
-$406.1K
3,175
-46%
增持
LDUR
PIMCO ETF TR
+$402.8K
30,521
+15%
减持
IYW
ISHARES TR
-$390.5K
6,794
-30%
减持
IWR
ISHARES TR
+$388.8K
63,721
-2%
建仓
NEM
NEWMONT CORP
+$375.1K
6,391
增持
VOO
VANGUARD INDEX FDS
+$374.3K
8,730
+2%
建仓
—
TE CONNECTIVITY PLC
+$372.3K
2,534
增持
ALL
ALLSTATE CORP
+$368.8K
8,938
+6%
增持
ALAB
ASTERA LABS INC
+$367.1K
24,471
+14%
建仓
GBDC
GOLUB CAP BDC INC
+$362.1K
23,500
减持
BA
BOEING CO
-$361.3K
6,588
-15%
减持
PULS
PGIM ETF TR
-$355.6K
7,635
-48%
清仓
APO
APOLLO GLOBAL MGMT INC
-$352.8K
0
-100%
减持
MCK
MCKESSON CORP
-$348.9K
2,854
-7%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$344.5K
71,694
+7%
增持
ISTB
ISHARES TR
+$344.2K
34,293
+24%
减持
GE
GE AEROSPACE
+$344.0K
25,561
-3%
增持
APD
AIR PRODS & CHEMS INC
+$343.5K
4,245
+4%
减持
JPM
JPMORGAN CHASE & CO.
+$342.7K
66,592
-8%
减持
AMD
ADVANCED MICRO DEVICES INC
-$338.2K
5,422
-25%
