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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 17
增持 61
减持 65
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$11.0M
323,376
-2%
减持
CODI
COMPASS DIVERSIFIED
-$5.9M
1,299,790
-0%
减持
MSFT
MICROSOFT CORP
-$5.6M
103,895
-2%
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。
减持
NVDA
NVIDIA CORPORATION
-$5.6M
193,769
-2%
减持
TSLA
TESLA INC
-$5.5M
30,000
-9%
增持
GLD
SPDR GOLD TR
+$4.5M
90,588
+1%
减持
GOOGL
ALPHABET INC
-$4.2M
109,190
-2%
增持
PYLD
PIMCO ETF TR
+$4.1M
381,578
+67%
增持
QQQ
INVESCO QQQ TR
-$3.9M
96,786
+0%
减持
AMZN
AMAZON COM INC
-$3.9M
117,341
-2%
减持
TPL
TEXAS PACIFIC LAND CORPORATI
+$3.1M
15,294
-2%
减持
VOOG
VANGUARD ADMIRAL FDS INC
-$2.9M
90,471
-0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.6M
34,832
-1%
减持
GOOG
ALPHABET INC
-$2.3M
49,723
-6%
增持
ALAB
ASTERA LABS INC
-$1.8M
25,746
+3%
增持
PHYS
SPROTT PHYSICAL GOLD TR
+$1.7M
417,746
+0%
减持
AVGO
BROADCOM INC
-$1.6M
19,048
-8%
减持
ITOT
ISHARES TR
-$1.4M
131,410
-3%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$1.4M
185,261
+17%
增持
PVAL
PUTNAM ETF TRUST
+$1.4M
62,969
+124%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$1.3M
57,675
-10%
增持
RTX
RTX CORPORATION
+$1.3M
76,828
+0%
减持
—
EATON CORP PLC
-$1.3M
5,678
-33%
减持
META
META PLATFORMS INC
-$1.2M
15,292
-11%
增持
CVX
CHEVRON CORP NEW
+$1.2M
50,333
+0%
增持
RECS
COLUMBIA ETF TR I
+$1.1M
174,080
+29%
增持
BABA
ALIBABA GROUP HLDG LTD
+$1.1M
23,038
+1%
减持
JNJ
JOHNSON & JOHNSON
+$1.1M
58,921
-2%
减持
PFE
PFIZER INC
-$1.1M
199,286
-13%
增持
TCAF
T ROWE PRICE ETF INC
+$1.0M
127,269
+38%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$1.0M
219,823
+14%
减持
ABBV
ABBVIE INC
+$1.0M
37,729
-3%
增持
LDUR
PIMCO ETF TR
+$1.0M
43,755
+30%
减持
DVY
ISHARES TR
-$1.0M
22,610
-27%
减持
BX
BLACKSTONE INC
-$993.1K
26,883
-2%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$991.2K
30,701
+173%
增持
KO
COCA COLA CO
+$986.1K
93,462
+2%
建仓
HIMU
BLACKROCK ETF TRUST II
+$976.2K
19,710
增持
GE
GE AEROSPACE
+$964.2K
26,910
+2%
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$949.4K
128,322
+13%
增持
O
REALTY INCOME CORP
+$879.5K
29,514
+89%
增持
SPY
SPDR S&P 500 ETF TR
-$876.0K
45,439
+1%
减持
—
EXXON MOBIL CORP
+$862.1K
127,321
-4%
建仓
SGOV
ISHARES TR
+$855.8K
8,501
减持
BAC
BANK AMERICA CORP
-$854.1K
117,599
-10%
建仓
CGGR
CAPITAL GROUP GROWTH ETF
+$841.1K
24,558
增持
GLDM
WORLD GOLD TR
+$803.9K
51,916
+12%
增持
PAAA
PGIM ETF TR
+$783.3K
44,830
+51%
减持
GBIL
GOLDMAN SACHS ETF TR
-$777.9K
4,909
-61%
减持
MOAT
VANECK ETF TRUST
-$767.9K
75,876
-5%
减持
PM
PHILIP MORRIS INTL INC
+$763.7K
26,304
-7%
清仓
AMX
AMERICA MOVIL SAB DE CV
-$751.2K
0
-100%
减持
UNP
UNION PAC CORP
-$736.1K
12,710
-22%
增持
VTV
VANGUARD INDEX FDS
+$735.0K
81,222
+3%
增持
TCHP
T ROWE PRICE ETF INC
+$716.3K
26,494
+281%
减持
CAT
CATERPILLAR INC
-$691.6K
12,435
-6%
清仓
NNN
NNN REIT INC
-$690.7K
0
-100%
建仓
JAAA
JANUS DETROIT STR TR
+$689.8K
13,604
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$689.2K
85,556
+6%
减持
HD
HOME DEPOT INC
-$686.9K
12,760
-7%
建仓
PAGP
PLAINS GP HLDGS L P
+$686.4K
32,133
减持
OKE
ONEOK INC NEW
-$679.4K
5,630
-54%
减持
BLFY
BLUE FOUNDRY BANCORP
-$678.8K
623,825
-5%
减持
WPM
WHEATON PRECIOUS METALS CORP
+$673.8K
33,299
-2%
减持
ORCL
ORACLE CORP
-$672.6K
22,083
-2%
增持
AMLP
ALPS ETF TR
+$656.7K
82,969
+9%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$642.9K
267,474
+13%
增持
ENB
ENBRIDGE INC
+$632.4K
19,002
+285%
减持
KKR
KKR & CO INC
-$631.9K
15,020
-6%
减持
LLY
ELI LILLY & CO
+$625.7K
25,088
-4%
增持
USMV
ISHARES TR
+$588.9K
74,658
+4%
减持
MRK
MERCK & CO INC
-$570.4K
38,506
-5%
减持
DFLV
DIMENSIONAL ETF TRUST
-$566.6K
73,822
-21%
减持
ROP
ROPER TECHNOLOGIES INC
+$563.7K
8,964
-1%
减持
IJR
ISHARES TR
-$563.5K
30,561
-6%
清仓
APP
APPLOVIN CORP
-$560.9K
0
-100%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$556.4K
8,174
-16%
减持
NVO
NOVO-NORDISK A S
-$551.1K
7,945
-38%
增持
VYMI
VANGUARD WHITEHALL FDS
+$550.6K
30,007
+23%
减持
MRSH
MARSH & MCLENNAN COS INC
-$549.8K
3,397
-48%
增持
FDVV
FIDELITY COVINGTON TRUST
+$546.0K
76,105
+18%
增持
CI
THE CIGNA GROUP
+$542.0K
9,284
+2%
建仓
VSDM
VANGUARD MUN BD FDS
+$535.3K
7,105
增持
IVV
ISHARES TR
-$517.9K
39,591
+2%
减持
LMT
LOCKHEED MARTIN CORP
-$509.2K
6,271
-8%
减持
IJH
ISHARES TR
-$504.6K
105,085
-1%
增持
TMSL
T ROWE PRICE ETF INC
+$499.0K
50,790
+56%
增持
VTI
VANGUARD INDEX FDS
-$491.2K
33,085
+0%
增持
TSLX
SIXTH STREET SPECIALTY LENDI
+$491.1K
39,252
+116%
建仓
NUKZ
EXCHANGE TRADED CONCEPTS TRU
+$487.0K
12,773
建仓
CSHI
NEOS ETF TRUST
+$483.3K
9,739
减持
IVW
ISHARES TR
-$482.8K
27,668
-8%
减持
DXCM
DEXCOM INC
-$481.7K
3,898
-59%
增持
CVS
CVS HEALTH CORP
+$480.8K
20,705
+1%
减持
DIS
DISNEY WALT CO
-$471.5K
27,626
-4%
减持
USFR
WISDOMTREE TR
-$466.7K
12,309
-43%
建仓
LB
LANDBRIDGE COMPANY LLC
+$464.4K
6,456
减持
IONQ
IONQ INC
-$459.2K
14,601
-22%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$456.4K
57,457
+36%
增持
MINT
PIMCO ETF TR
+$453.3K
151,571
+3%
减持
ABT
ABBOTT LABS
+$449.6K
24,225
-1%
减持
WMT
WALMART INC
-$448.8K
48,279
-7%
增持
ADBE
ADOBE INC
-$437.0K
7,678
+1%
增持
MO
ALTRIA GROUP INC
+$437.0K
38,344
+8%
增持
—
MEDTRONIC PLC
+$424.0K
15,675
+27%
增持
DGRO
ISHARES TR
+$417.1K
151,277
+4%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$405.6K
53,376
+6%
减持
VZ
VERIZON COMMUNICATIONS INC
+$405.2K
83,826
-1%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$388.8K
108,167
+7%
减持
IEFA
ISHARES TR
-$385.6K
32,908
-20%
增持
CCI
CROWN CASTLE INC
+$382.7K
7,109
+80%
建仓
TBUX
T ROWE PRICE ETF INC
+$382.6K
7,708
增持
BILS
SPDR SER TR
+$375.8K
19,029
+24%
减持
COP
CONOCOPHILLIPS
-$372.6K
14,018
-25%
建仓
SHOP
SHOPIFY INC
+$364.3K
3,815
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$356.5K
9,608
-3%
增持
ELV
ELEVANCE HEALTH INC
+$353.0K
5,113
+1%
减持
AAAU
GOLDMAN SACHS PHYSICAL GOLD
+$336.5K
70,403
-1%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$336.2K
204,258
+4%
增持
DUK
DUKE ENERGY CORP NEW
+$330.8K
16,044
+6%
减持
—
DUPONT DE NEMOURS INC
-$327.2K
6,227
-40%
清仓
CET
CENTRAL SECS CORP
-$326.7K
0
-100%
建仓
PMBS
PIMCO ETF TR
+$323.3K
6,587
增持
WM
WASTE MGMT INC DEL
+$311.8K
6,251
+11%
增持
VGT
VANGUARD WORLD FD
-$311.5K
4,517
+2%
增持
FNCL
FIDELITY COVINGTON TRUST
+$309.7K
7,652
+136%
增持
AIG
AMERICAN INTL GROUP INC
+$305.3K
6,840
+72%
减持
MTB
M & T BK CORP
-$304.7K
7,763
-14%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$304.4K
30,992
+9%
建仓
—
APTIV PLC
+$302.4K
5,083
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$300.7K
14,389
+19%
清仓
ARKQ
ARK ETF TR
-$300.7K
0
-100%
增持
IUSG
ISHARES TR
-$292.0K
30,275
+2%
减持
CMI
CUMMINS INC
-$291.6K
6,271
-3%
减持
STZ
CONSTELLATION BRANDS INC
-$291.0K
3,614
-16%
增持
FHLC
FIDELITY COVINGTON TRUST
+$290.2K
8,688
+87%
建仓
HUM
HUMANA INC
+$288.8K
1,091
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$284.3K
18,419
+55%
清仓
CCJ
CAMECO CORP
-$283.0K
0
-100%
减持
CRM
SALESFORCE INC
-$282.6K
3,130
-7%
增持
AWR
AMER STATES WTR CO
+$281.9K
7,883
+81%
减持
DE
DEERE & CO
+$280.0K
7,550
-2%
建仓
CHH
CHOICE HOTELS INTL INC
+$278.4K
2,097
清仓
SMMD
ISHARES TR
-$268.2K
0
-100%
减持
MCK
MCKESSON CORP
+$266.8K
2,903
-2%
建仓
CINF
CINCINNATI FINL CORP
+$263.4K
1,783
增持
VEA
VANGUARD TAX-MANAGED FDS
+$263.2K
73,989
+1%
建仓
EXC
EXELON CORP
+$260.0K
5,643
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$259.3K
8
-11%
减持
TGT
TARGET CORP
-$258.8K
5,299
-12%
