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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 21
增持 86
减持 40
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
CODI
COMPASS DIVERSIFIED
-$16.3M
1,272,418
-2%
增持
MSFT
MICROSOFT CORP
+$14.3M
107,225
+3%
增持
QQQ
INVESCO QQQ TR
+$9.7M
99,862
+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。
减持
NVDA
NVIDIA CORPORATION
+$9.1M
190,678
-2%
增持
BILZ
PIMCO ETF TR
+$6.7M
75,418
+701%
减持
VOOG
VANGUARD ADMIRAL FDS INC
+$5.5M
90,087
-0%
增持
AMZN
AMAZON COM INC
+$4.7M
123,212
+5%
增持
AAPL
APPLE INC
-$4.6M
327,819
+1%
增持
SPY
SPDR S&P 500 ETF TR
+$4.5M
48,397
+7%
减持
TPL
TEXAS PACIFIC LAND CORPORATI
-$4.2M
15,250
-0%
增持
META
META PLATFORMS INC
+$3.4M
16,504
+8%
减持
UNH
UNITEDHEALTH GROUP INC
-$3.2M
9,515
-19%
减持
MOAT
VANECK ETF TRUST
-$3.2M
37,419
-51%
增持
PYLD
PIMCO ETF TR
+$3.1M
497,082
+30%
增持
ITOT
ISHARES TR
+$3.1M
141,794
+8%
减持
JPM
JPMORGAN CHASE & CO.
+$2.7M
65,511
-1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$2.6M
34,377
+14%
增持
GOOGL
ALPHABET INC
+$2.6M
110,623
+1%
增持
AVGO
BROADCOM INC
+$2.4M
20,268
+6%
增持
RECS
COLUMBIA ETF TR I
+$2.1M
213,424
+23%
增持
ORCL
ORACLE CORP
+$1.9M
22,935
+4%
减持
LLY
ELI LILLY & CO
-$1.9M
24,170
-4%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$1.9M
126,785
+17%
减持
MINT
PIMCO ETF TR
-$1.9M
133,259
-12%
增持
VUG
VANGUARD INDEX FDS
+$1.8M
20,378
+7%
增持
PAAA
PGIM ETF TR
+$1.8M
78,736
+76%
减持
CVX
CHEVRON CORP NEW
-$1.7M
46,628
-7%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.6M
34,868
+0%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.6M
94,211
+27%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$1.6M
61,882
+102%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$1.6M
7,957
-17%
增持
—
EATON CORP PLC
+$1.5M
8,597
+51%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$1.5M
230,697
+13%
增持
GEV
GE VERNOVA INC
+$1.5M
6,529
+2%
减持
TSLA
TESLA INC
+$1.5M
29,122
-3%
减持
PEP
PEPSICO INC
-$1.5M
24,706
-22%
减持
GE
GE AEROSPACE
+$1.4M
26,308
-2%
增持
GOOG
ALPHABET INC
+$1.4M
51,536
+4%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$1.4M
18,265
+278%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$1.4M
54,354
+121%
减持
NOBL
PROSHARES TR
-$1.3M
118,445
-9%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.3M
60,883
+6%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$1.3M
209,833
+13%
增持
VAW
VANGUARD WORLD FD
+$1.2M
8,267
+306%
减持
PG
PROCTER AND GAMBLE CO
-$1.2M
61,335
-5%
增持
T
AT&T INC
+$1.2M
122,098
+47%
减持
IVV
ISHARES TR
+$1.2M
37,706
-5%
增持
PM
PHILIP MORRIS INTL INC
+$1.2M
29,269
+11%
减持
PICK
ISHARES INC
-$1.1M
10,455
-75%
增持
BAC
BANK AMERICA CORP
+$1.1M
127,580
+8%
增持
NFLX
NETFLIX INC
+$1.1M
2,189
+11%
增持
TCAF
T ROWE PRICE ETF INC
+$1.1M
147,281
+16%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$1.1M
85,482
+49%
增持
VYM
VANGUARD WHITEHALL FDS
+$1.1M
162,038
+2%
增持
TMSL
T ROWE PRICE ETF INC
+$1.1M
79,283
+56%
增持
CAT
CATERPILLAR INC
+$1.0M
13,218
+6%
减持
GLD
SPDR GOLD TR
+$1.0M
88,930
-2%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$980.6K
223,224
+2%
建仓
XLV
SELECT SECTOR SPDR TR
+$957.1K
7,101
减持
ABBV
ABBVIE INC
-$950.5K
37,466
-1%
增持
IWF
ISHARES TR
+$944.9K
12,623
+3%
建仓
AMX
AMERICA MOVIL SAB DE CV
+$941.7K
52,494
减持
VTI
VANGUARD INDEX FDS
+$928.5K
32,973
-0%
减持
RTX
RTX CORPORATION
+$927.5K
76,045
-1%
增持
PMBS
PIMCO ETF TR
+$919.6K
25,340
+285%
减持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$914.4K
266,668
-0%
增持
GS
GOLDMAN SACHS GROUP INC
+$909.5K
4,670
+6%
建仓
PREF
PRINCIPAL EXCHANGE TRADED FD
+$898.8K
47,378
增持
BUXX
EA SERIES TRUST
+$894.9K
60,088
+274%
建仓
—
MICROCHIP TECHNOLOGY INC.
+$875.0K
13,130
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$862.8K
15,238
+6%
增持
ALAB
ASTERA LABS INC
+$847.7K
26,365
+2%
清仓
—
EASTERLY GOVT PPTYS INC
-$846.7K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$846.0K
58,431
-1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$834.5K
52,298
-2%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$785.9K
85,874
+0%
增持
IUSG
ISHARES TR
+$772.3K
30,716
+1%
建仓
—
LYONDELLBASELL INDUSTRIES N
+$769.8K
13,305
建仓
RHP
RYMAN HOSPITALITY PPTYS INC
+$765.6K
7,759
增持
TBUX
T ROWE PRICE ETF INC
+$719.6K
22,160
+187%
增持
VO
VANGUARD INDEX FDS
+$717.9K
25,153
+3%
建仓
DEA
EASTERLY GOVT PPTYS INC
+$711.6K
32,052
增持
—
EXXON MOBIL CORP
-$709.2K
133,888
+5%
建仓
FEOE
RBB FUND TRUST
+$702.3K
16,693
建仓
VICI
VICI PPTYS INC
+$702.1K
21,536
减持
OGN
ORGANON & CO
-$701.0K
10,365
-81%
增持
DGRO
ISHARES TR
+$700.5K
157,123
+4%
增持
PVAL
PUTNAM ETF TRUST
+$698.1K
76,956
+22%
增持
WMT
WALMART INC
+$694.4K
50,448
+4%
增持
IWP
ISHARES TR
+$675.2K
23,706
+7%
增持
TCHP
T ROWE PRICE ETF INC
+$660.1K
36,809
+39%
增持
VOO
VANGUARD INDEX FDS
+$657.8K
9,847
+3%
增持
IVW
ISHARES TR
+$638.9K
29,132
+5%
增持
V
VISA INC
+$629.7K
25,289
+6%
建仓
TCAL
T ROWE PRICE ETF INC
+$622.2K
25,191
减持
AMLP
ALPS ETF TR
-$619.8K
75,513
-9%
增持
STXF
EA SERIES TRUST
+$611.3K
141,686
+1%
增持
CSCO
CISCO SYS INC
+$592.7K
76,133
+0%
增持
UNP
UNION PAC CORP
+$589.2K
15,611
+23%
建仓
CRWV
COREWEAVE INC
+$584.2K
3,583
增持
MRSH
MARSH & MCLENNAN COS INC
+$580.9K
6,448
+90%
增持
BLFY
BLUE FOUNDRY BANCORP
+$575.3K
659,823
+6%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$569.8K
21,504
+28%
增持
IEFA
ISHARES TR
+$567.2K
36,617
+11%
增持
COF
CAPITAL ONE FINL CORP
+$564.1K
4,050
+144%
减持
DOW
DOW INC
-$556.1K
12,170
-52%
建仓
VONV
VANGUARD SCOTTSDALE FDS
+$545.9K
6,407
清仓
QYLD
GLOBAL X FDS
-$539.4K
0
-100%
减持
VGT
VANGUARD WORLD FD
+$523.7K
4,483
-1%
增持
IONQ
IONQ INC
+$513.0K
19,439
+33%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$512.5K
11,716
+5%
建仓
FSCC
FEDERATED HERMES ETF TRUST
+$510.3K
19,570
减持
VHT
VANGUARD WORLD FD
-$510.1K
6,334
-19%
增持
AMD
ADVANCED MICRO DEVICES INC
+$502.6K
9,486
+16%
增持
PFE
PFIZER INC
+$485.8K
228,372
+15%
减持
BABA
ALIBABA GROUP HLDG LTD
-$478.2K
22,644
-2%
建仓
VCRM
VANGUARD MUN BD FDS
+$473.1K
6,430
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$464.1K
8,041
-2%
建仓
FUTY
FIDELITY COVINGTON TRUST
+$464.1K
8,824
增持
PNC
PNC FINL SVCS GROUP INC
+$457.4K
10,232
+24%
减持
VDE
VANGUARD WORLD FD
-$448.6K
11,246
-18%
建仓
ETD
ETHAN ALLEN INTERIORS INC
+$446.3K
16,025
建仓
SBSW
SIBANYE STILLWATER LTD
+$438.2K
60,699
增持
APH
AMPHENOL CORP NEW
+$438.0K
12,199
+4%
清仓
—
DISCOVER FINL SVCS
-$438.0K
0
-100%
减持
YUM
YUM BRANDS INC
-$436.8K
7,803
-23%
减持
CL
COLGATE PALMOLIVE CO
-$429.4K
14,265
-23%
建仓
SHLD
GLOBAL X FDS
+$429.3K
7,125
减持
VTES
VANGUARD WELLINGTON FD
-$425.5K
3,920
-52%
增持
ITA
ISHARES TR
+$423.1K
7,284
+17%
建仓
PALL
ABRDN PALLADIUM ETF TRUST
+$422.6K
4,200
增持
IVE
ISHARES TR
+$419.3K
10,099
+24%
减持
CCI
CROWN CASTLE INC
-$418.9K
3,135
-56%
增持
IXUS
ISHARES TR
+$406.9K
30,678
+9%
增持
FDVV
FIDELITY COVINGTON TRUST
+$404.1K
80,332
+6%
减持
MCD
MCDONALDS CORP
-$403.1K
12,768
-4%
增持
DELL
DELL TECHNOLOGIES INC
+$402.4K
6,983
+40%
建仓
JCPB
J P MORGAN EXCHANGE TRADED F
+$395.9K
8,412
增持
MRK
MERCK & CO INC
-$393.1K
38,696
+0%
增持
XLI
SELECT SECTOR SPDR TR
+$390.6K
6,380
+52%
增持
BX
BLACKSTONE INC
+$388.1K
27,716
+3%
增持
CGMM
CAPITAL GROUP EQUITY ETF TR
+$386.1K
23,334
+131%
增持
COST
COSTCO WHSL CORP NEW
+$384.8K
4,614
+4%
增持
VSDM
VANGUARD MUN BD FDS
+$377.4K
12,055
+70%
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$373.9K
135,131
+5%
增持
HON
HONEYWELL INTL INC
+$371.5K
12,481
+4%
减持
JMUB
J P MORGAN EXCHANGE TRADED F
-$362.0K
6,165
-54%
减持
CARR
CARRIER GLOBAL CORPORATION
+$360.4K
41,114
-2%
建仓
XLK
SELECT SECTOR SPDR TR
+$360.1K
1,422
增持
VTV
VANGUARD INDEX FDS
+$356.6K
81,402
+0%
