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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 14
增持 69
减持 51
清仓 16
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$6.8M
330,874
+3%
减持
TSLA
TESLA INC
+$6.1M
32,988
-1%
增持
AMZN
AMAZON COM INC
+$4.1M
119,560
+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
JBND
J P MORGAN EXCHANGE TRADED F
+$4.0M
113,271
+216%
减持
LLY
ELI LILLY & CO
-$3.6M
26,029
-0%
增持
RECS
COLUMBIA ETF TR I
+$3.3M
134,852
+234%
增持
CODI
COMPASS DIVERSIFIED
+$2.8M
1,305,545
+0%
减持
GOOGL
ALPHABET INC
+$2.7M
111,454
-0%
减持
VBR
VANGUARD INDEX FDS
-$2.2M
17,378
-99%
增持
QQQ
INVESCO QQQ TR
+$2.1M
96,455
+1%
增持
PYLD
PIMCO ETF TR
+$1.7M
229,048
+41%
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$1.7M
90,592
+2%
增持
ALAB
ASTERA LABS INC
+$1.6M
24,939
+2%
减持
NOBL
PROSHARES TR
-$1.6M
131,726
-5%
增持
GOOG
ALPHABET INC
+$1.6M
53,024
+4%
减持
JNJ
JOHNSON & JOHNSON
-$1.6M
60,082
-4%
增持
ITOT
ISHARES TR
+$1.5M
135,568
+9%
增持
—
EXXON MOBIL CORP
-$1.4M
132,752
+2%
增持
JPM
JPMORGAN CHASE & CO.
+$1.4M
68,188
+2%
减持
GLD
SPDR GOLD TR
-$1.3M
89,358
-1%
减持
PEP
PEPSICO INC
-$1.2M
31,714
-9%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.2M
12,564
-5%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$1.1M
158,745
-12%
增持
V
VISA INC
+$1.1M
25,705
+5%
减持
XLI
SELECT SECTOR SPDR TR
-$1.1M
4,220
-65%
增持
AVGO
BROADCOM INC
+$1.1M
20,707
+0%
增持
DVY
ISHARES TR
+$1.0M
30,765
+39%
增持
MINT
PIMCO ETF TR
+$1.0M
147,476
+8%
减持
IVV
ISHARES TR
-$1.0M
38,670
-5%
增持
META
META PLATFORMS INC
+$973.1K
17,132
+10%
清仓
GAP
GAP INC
-$936.6K
0
-100%
增持
—
EATON CORP PLC
+$935.9K
8,464
+55%
增持
NVDA
NVIDIA CORPORATION
-$928.2K
197,759
+3%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$883.4K
196,278
+14%
减持
KO
COCA COLA CO
-$864.7K
91,675
-3%
增持
TCAF
T ROWE PRICE ETF INC
+$863.6K
92,188
+40%
减持
GD
GENERAL DYNAMICS CORP
-$861.1K
15,410
-4%
增持
FBCG
FIDELITY COVINGTON TRUST
+$850.8K
78,605
+25%
建仓
BLK
BLACKROCK INC
+$817.7K
798
增持
IEFA
ISHARES TR
+$806.4K
40,909
+48%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$797.7K
9
-10%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$797.3K
63,877
+9%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$795.7K
34,179
-4%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$767.2K
9,875
-2%
增持
VUG
VANGUARD INDEX FDS
+$763.0K
17,207
+8%
减持
MOAT
VANECK ETF TRUST
-$761.6K
80,290
-5%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$754.2K
42,328
+134%
建仓
AMX
AMERICA MOVIL SAB DE CV
+$751.2K
52,494
增持
CAG
CONAGRA BRANDS INC
+$718.4K
35,015
+308%
减持
VTV
VANGUARD INDEX FDS
-$702.4K
78,531
-1%
增持
PAAA
PGIM ETF TR
+$653.4K
29,628
+76%
增持
RTX
RTX CORPORATION
-$646.7K
76,578
+1%
增持
MRSH
MARSH & MCLENNAN COS INC
+$625.8K
6,491
+91%
增持
IONQ
IONQ INC
+$614.3K
18,709
+68%
增持
DFLV
DIMENSIONAL ETF TRUST
+$601.9K
94,016
+32%
增持
UNP
UNION PAC CORP
+$595.6K
16,395
+26%
减持
NEE
NEXTERA ENERGY INC
-$595.1K
44,028
-2%
清仓
KSS
KOHLS CORP
-$592.6K
0
-100%
减持
BABA
ALIBABA GROUP HLDG LTD
-$592.2K
22,826
-9%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$590.9K
28,332
+28%
增持
BAC
BANK AMERICA CORP
+$586.5K
131,093
+7%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$555.8K
237,082
+7%
减持
OKE
ONEOK INC NEW
-$545.7K
12,330
-33%
清仓
LRGE
LEGG MASON ETF INVT
-$539.2K
0
-100%
清仓
XBI
SPDR SER TR
-$502.3K
0
-100%
减持
CARR
CARRIER GLOBAL CORPORATION
-$497.3K
41,605
-0%
增持
PHYS
SPROTT PHYSICAL GOLD TR
-$495.7K
415,685
+0%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$486.3K
10,130
+26%
增持
DE
DEERE & CO
+$477.3K
7,702
+12%
增持
DIS
DISNEY WALT CO
+$474.5K
28,721
+2%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$472.7K
12,082
+18%
增持
—
ASML HOLDING N V
+$472.1K
3,245
+32%
增持
IVW
ISHARES TR
+$465.7K
30,053
+14%
减持
SDY
SPDR SER TR
-$459.6K
41,831
-1%
减持
ISTB
ISHARES TR
-$444.1K
25,270
-26%
减持
CI
THE CIGNA GROUP
-$443.9K
9,098
-2%
增持
LNG
CHENIERE ENERGY INC
+$440.8K
10,206
+6%
增持
MSFT
MICROSOFT CORP
-$440.0K
105,855
+0%
减持
ADBE
ADOBE INC
-$437.9K
7,605
-2%
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$429.5K
5,264
增持
IWY
ISHARES TR
+$421.4K
2,705
+183%
增持
AIRR
FIRST TR EXCHANGE-TRADED FD
+$420.1K
18,871
+40%
增持
WPM
WHEATON PRECIOUS METALS CORP
-$415.0K
33,983
+0%
建仓
JGRO
J P MORGAN EXCHANGE TRADED F
+$413.1K
5,098
减持
NVO
NOVO-NORDISK A S
-$410.0K
12,820
-1%
清仓
GXO
GXO LOGISTICS INCORPORATED
-$406.1K
0
-100%
减持
USFR
WISDOMTREE TR
-$401.3K
21,587
-27%
建仓
LRCX
LAM RESEARCH CORP
+$400.4K
5,543
清仓
BGS
B & G FOODS INC NEW
-$391.3K
0
-100%
减持
WMT
WALMART INC
+$387.7K
51,878
-1%
建仓
TSLX
SIXTH STREET SPECIALTY LENDI
+$387.4K
18,187
减持
SPY
SPDR S&P 500 ETF TR
+$387.3K
44,864
-95%
增持
LMT
LOCKHEED MARTIN CORP
-$381.5K
6,813
+6%
增持
GEV
GE VERNOVA INC
+$380.9K
6,408
+3%
清仓
—
AVANGRID INC
-$379.9K
0
-100%
减持
ROP
ROPER TECHNOLOGIES INC
-$379.6K
9,082
-2%
清仓
NEM
NEWMONT CORP
-$375.1K
0
-100%
增持
SWK
STANLEY BLACK & DECKER INC
-$362.3K
24,900
+11%
建仓
TOTL
SSGA ACTIVE ETF TR
+$362.3K
9,197
增持
BOND
PIMCO ETF TR
+$356.7K
32,807
+16%
增持
VGT
VANGUARD WORLD FD
+$352.0K
4,441
+12%
减持
USMV
ISHARES TR
-$351.0K
72,120
-2%
清仓
SHOP
SHOPIFY INC
-$350.4K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
-$350.3K
84,949
-6%
减持
DOW
DOW INC
-$349.7K
27,005
-2%
建仓
EVSM
MORGAN STANLEY ETF TRUST
+$349.0K
7,000
增持
HON
HONEYWELL INTL INC
+$346.6K
12,363
+12%
减持
INTC
INTEL CORP
-$341.0K
57,470
-14%
减持
FBND
FIDELITY MERRIMACK STR TR
-$336.2K
111,350
-4%
建仓
FDV
FEDERATED HERMES ETF TRUST
+$332.7K
12,509
减持
MTB
M & T BK CORP
-$328.8K
9,002
-14%
减持
XLE
SELECT SECTOR SPDR TR
-$327.0K
8,891
-26%
增持
CSCO
CISCO SYS INC
+$326.8K
75,941
+3%
增持
DVN
DEVON ENERGY CORP NEW
+$324.3K
21,291
+130%
增持
COST
COSTCO WHSL CORP NEW
+$323.2K
4,582
+6%
减持
USSH
WISDOMTREE TR
-$322.5K
8,251
-43%
增持
APP
APPLOVIN CORP
+$322.1K
1,732
+15%
清仓
XLK
SELECT SECTOR SPDR TR
-$321.8K
0
-100%
减持
IXUS
ISHARES TR
-$316.1K
29,857
-8%
建仓
HODL
VANECK BITCOIN ETF
+$314.7K
2,977
清仓
USIN
WISDOMTREE TR
-$311.8K
0
-100%
增持
T
AT&T INC
+$311.3K
95,643
+10%
减持
CGDV
CAPITAL GROUP DIVIDEND VALUE
-$308.1K
193,017
-0%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$308.1K
86,188
-2%
增持
SO
SOUTHERN CO
-$307.9K
42,188
+4%
清仓
—
APTIV PLC
-$307.0K
0
-100%
增持
IUSG
ISHARES TR
+$298.4K
29,705
+4%
减持
DUK
DUKE ENERGY CORP NEW
-$296.9K
15,092
-6%
增持
COP
CONOCOPHILLIPS
+$296.2K
18,603
+26%
减持
CVS
CVS HEALTH CORP
-$295.2K
20,539
-4%
建仓
TCHP
T ROWE PRICE ETF INC
+$292.9K
6,955
减持
—
EASTERLY GOVT PPTYS INC
-$289.1K
54,844
-16%
减持
AGG
ISHARES TR
-$285.7K
2,394
-99%
增持
LDUR
PIMCO ETF TR
+$278.9K
33,589
+10%
增持
NFLX
NETFLIX INC
+$276.1K
2,062
+1%
减持
ELV
ELEVANCE HEALTH INC
-$275.6K
5,072
-1%
清仓
MPC
MARATHON PETE CORP
-$272.7K
0
-100%
增持
KKR
KKR & CO INC
+$270.8K
16,012
+7%
减持
WMB
WILLIAMS COS INC
-$270.3K
14,430
-28%
减持
—
STAR BULK CARRIERS CORP.
-$269.5K
27,728
-19%
增持
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$269.2K
12,459
+2%
减持
PG
PROCTER AND GAMBLE CO
-$266.1K
65,591
-1%
清仓
MU
MICRON TECHNOLOGY INC
-$265.1K
0
-100%
清仓
QQEW
FIRST TR NAS100 EQ WEIGHTED
-$265.0K
0
-100%
增持
FDVV
FIDELITY COVINGTON TRUST
+$262.2K
64,655
+12%
建仓
TRIP
TRIPADVISOR INC
+$261.7K
17,720
清仓
SWKS
SKYWORKS SOLUTIONS INC
-$260.9K
0
-100%
增持
AMD
ADVANCED MICRO DEVICES INC
+$259.4K
9,066
+67%
建仓
—
TEEKAY TANKERS LTD
+$255.1K
6,412
建仓
JIRE
J P MORGAN EXCHANGE TRADED F
+$254.6K
4,352
