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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 13
增持 75
减持 55
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$15.6M
325,362
-1%
增持
GOOGL
ALPHABET INC
+$7.5M
111,131
+0%
减持
NVDA
NVIDIA CORPORATION
+$4.9M
187,762
-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。
增持
QQQ
INVESCO QQQ TR
+$4.9M
99,865
+0%
增持
RECS
COLUMBIA ETF TR I
+$4.1M
295,964
+39%
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$4.0M
91,191
+1%
增持
PYLD
PIMCO ETF TR
+$3.6M
627,088
+26%
增持
GOOG
ALPHABET INC
+$3.6M
52,154
+1%
减持
TSLA
TESLA INC
+$3.5M
28,763
-1%
减持
ALAB
ASTERA LABS INC
+$2.7M
26,159
-1%
增持
IVV
ISHARES TR
+$2.7M
39,013
+3%
减持
GLD
SPDR GOLD TR
+$2.7M
83,767
-6%
增持
TCAF
T ROWE PRICE ETF INC
+$2.4M
200,418
+36%
增持
JNJ
JOHNSON & JOHNSON
+$2.1M
59,259
+1%
增持
GLDM
WORLD GOLD TR
+$2.0M
69,613
+39%
减持
SPY
SPDR S&P 500 ETF TR
+$2.0M
47,844
-1%
减持
TPL
TEXAS PACIFIC LAND CORPORATI
-$1.9M
15,192
-0%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$1.8M
134,904
+58%
增持
VYM
VANGUARD WHITEHALL FDS
+$1.7M
165,641
+2%
减持
MSFT
MICROSOFT CORP
+$1.7M
106,239
-1%
减持
ABBV
ABBVIE INC
+$1.7M
37,312
-0%
增持
MINT
PIMCO ETF TR
+$1.7M
149,783
+12%
减持
PHYS
SPROTT ASSET MANAGEMENT LP
+$1.7M
403,612
-0%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$1.6M
87,267
+61%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.6M
116,278
+23%
减持
RTX
RTX CORPORATION
+$1.6M
75,901
-0%
增持
GE
GE AEROSPACE
+$1.6M
27,784
+6%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$1.5M
91,984
+49%
增持
BABA
ALIBABA GROUP HLDG LTD
+$1.5M
22,681
+0%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$1.5M
238,505
+14%
增持
ORCL
ORACLE CORP
+$1.5M
23,029
+0%
增持
VTI
VANGUARD INDEX FDS
+$1.4M
34,750
+5%
增持
CGMM
CAPITAL GROUP EQUITY ETF TR
+$1.3M
68,672
+194%
减持
MOAT
VANECK ETF TRUST
-$1.3M
22,331
-40%
减持
JPM
JPMORGAN CHASE & CO.
+$1.2M
64,159
-2%
增持
PVAL
PUTNAM ETF TRUST
+$1.2M
99,948
+30%
增持
VUG
VANGUARD INDEX FDS
+$1.2M
21,065
+3%
增持
VTV
VANGUARD INDEX FDS
+$1.1M
83,223
+2%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$1.1M
236,655
+6%
增持
AVGO
BROADCOM INC
+$1.1M
20,314
+0%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$1.1M
31,204
+271%
增持
TCAL
T ROWE PRICE ETF INC
+$1.1M
68,943
+174%
增持
BILZ
PIMCO ETF TR
+$974.3K
85,053
+13%
减持
LLY
ELI LILLY & CO
-$969.7K
23,423
-3%
增持
—
ASML HOLDING N V
+$926.7K
3,669
+12%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$905.3K
235,720
+2%
增持
BILS
SPDR SERIES TRUST
+$894.1K
29,195
+44%
增持
TJX
TJX COS INC NEW
+$891.2K
37,112
+2%
增持
VO
VANGUARD INDEX FDS
+$878.8K
26,954
+7%
增持
TCHP
T ROWE PRICE ETF INC
+$850.9K
51,559
+40%
清仓
—
NEXTERA ENERGY INC
-$809.7K
0
-100%
增持
FEOE
RBB FUND TRUST
+$790.9K
32,373
+94%
减持
PFE
PFIZER INC
-$789.2K
186,284
-18%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$772.0K
133,806
+6%
减持
VZ
VERIZON COMMUNICATIONS INC
-$771.3K
74,770
-20%
增持
GD
GENERAL DYNAMICS CORP
+$765.1K
14,310
+1%
减持
ELV
ELEVANCE HEALTH INC FORMERLY
-$764.8K
3,767
-26%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$755.0K
33,238
-3%
增持
GEV
GE VERNOVA INC
+$748.3K
6,835
+5%
减持
CAT
CATERPILLAR INC
+$746.1K
12,318
-7%
增持
VB
VANGUARD INDEX FDS
+$729.9K
23,814
+6%
减持
AMLP
ALPS ETF TR
-$727.9K
63,109
-16%
清仓
DEA
EASTERLY GOVT PPTYS INC
-$711.6K
0
-100%
减持
PM
PHILIP MORRIS INTL INC
-$702.1K
28,537
-3%
增持
CVX
CHEVRON CORP NEW
+$702.0K
47,515
+2%
减持
UNP
UNION PAC CORP
-$692.6K
12,266
-21%
减持
MRSH
MARSH & MCLENNAN COS INC
-$689.4K
3,574
-45%
减持
NFLX
NETFLIX INC
-$685.9K
1,873
-14%
增持
VYMI
VANGUARD WHITEHALL FDS
+$682.6K
36,908
+21%
减持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$680.2K
266,268
-0%
减持
WPM
WHEATON PRECIOUS METALS CORP
+$672.1K
31,808
-1%
增持
STXF
EA SERIES TRUST
+$668.2K
146,855
+4%
增持
CMI
CUMMINS INC
+$658.3K
6,408
+2%
增持
PMBS
PIMCO ETF TR
+$637.5K
37,868
+49%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$633.9K
36,094
+12%
增持
TBUX
T ROWE PRICE ETF INC
+$633.2K
34,820
+57%
建仓
FMDE
FIDELITY COVINGTON TRUST
+$632.0K
17,483
减持
META
META PLATFORMS INC
-$630.8K
15,729
-5%
建仓
MRP
MILLROSE PPTYS INC
+$624.8K
18,590
增持
NEE
NEXTERA ENERGY INC
+$621.0K
48,572
+11%
增持
VGT
VANGUARD WORLD FD
+$609.4K
4,799
+7%
清仓
AWR
AMER STATES WTR CO
-$606.5K
0
-100%
建仓
CLOZ
SERIES PORTFOLIOS TR
+$603.2K
22,490
减持
CARR
CARRIER GLOBAL CORPORATION
-$601.0K
40,337
-2%
减持
BLFY
BLUE FOUNDRY BANCORP
-$598.2K
628,855
-5%
增持
VOO
VANGUARD INDEX FDS
+$586.0K
10,091
+2%
清仓
CRWV
COREWEAVE INC
-$584.2K
0
-100%
增持
SLV
ISHARES SILVER TR
+$577.7K
37,360
+22%
增持
PAAA
PGIM ETF TR
+$571.8K
89,763
+14%
增持
ROP
ROPER TECHNOLOGIES INC
-$564.3K
9,045
+1%
减持
PG
PROCTER AND GAMBLE CO
-$561.4K
59,945
-2%
建仓
FETH
FIDELITY ETHEREUM FD
+$557.4K
13,415
增持
KMB
KIMBERLY-CLARK CORP
+$557.3K
9,875
+90%
清仓
—
STAR BULK CARRIERS CORP.
-$548.4K
0
-100%
减持
INTC
INTEL CORP
+$543.6K
52,392
-3%
增持
TMSL
T ROWE PRICE ETF INC
+$538.5K
89,254
+13%
增持
APP
APPLOVIN CORP
+$536.0K
1,123
+45%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$531.3K
7,747
-3%
增持
GDX
VANECK ETF TRUST
+$504.8K
12,393
+46%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$488.9K
55,480
-9%
增持
MRK
MERCK & CO INC
+$485.6K
42,283
+9%
减持
COST
COSTCO WHSL CORP NEW
-$481.2K
4,415
-4%
减持
IWF
ISHARES TR
+$472.8K
12,452
-1%
减持
SGOV
ISHARES TR
-$455.6K
5,740
-44%
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$454.8K
142,107
+5%
减持
BX
BLACKSTONE INC
+$450.7K
26,903
-3%
增持
FDVV
FIDELITY COVINGTON TRUST
+$438.8K
82,888
+3%
减持
T
AT&T INC
-$435.5K
109,704
-10%
减持
KO
COCA COLA CO
-$432.3K
95,418
-0%
增持
SOXX
ISHARES TR
+$427.5K
7,865
+10%
增持
CRM
SALESFORCE INC
+$422.7K
5,464
+71%
增持
GRNY
TIDAL TRUST I
+$418.1K
24,900
+177%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$417.9K
26,881
+25%
减持
DFLV
DIMENSIONAL ETF TRUST
-$412.0K
61,888
-22%
减持
IUSG
ISHARES TR
+$410.1K
30,569
-0%
减持
DGRO
ISHARES TR
+$408.5K
153,568
-2%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$407.4K
7,979
-1%
减持
SHOP
SHOPIFY INC
-$404.8K
1,630
-71%
减持
GS
GOLDMAN SACHS GROUP INC
+$402.8K
4,656
-0%
建仓
MPC
MARATHON PETE CORP
+$393.8K
2,043
增持
APH
AMPHENOL CORP NEW
+$392.9K
12,909
+6%
减持
V
VISA INC
-$380.8K
25,186
-0%
增持
—
LINDE PLC
+$376.9K
4,016
+23%
减持
BIL
SPDR SERIES TRUST
-$376.0K
11,608
-26%
增持
USMV
ISHARES TR
+$371.3K
76,529
+4%
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$368.9K
20,755
+3%
减持
CODI
COMPASS DIVERSIFIED
+$365.2K
1,262,236
-1%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$353.5K
13,325
-13%
建仓
GQGU
ADVISORS INNER CIRCLE FD III
+$347.5K
13,764
减持
AAAU
GOLDMAN SACHS PHYSICAL GOLD
+$346.5K
63,848
-0%
建仓
FIX
COMFORT SYS USA INC
+$339.1K
411
建仓
IQQQ
PROSHARES TR
+$336.6K
7,642
减持
IONQ
IONQ INC
+$336.2K
19,049
-2%
建仓
FEGE
RBB FUND TRUST
+$332.9K
7,526
增持
BNY
BANK NEW YORK MELLON CORP
+$332.5K
17,495
+1%
建仓
ALNY
ALNYLAM PHARMACEUTICALS INC
+$325.4K
714
建仓
REGN
REGENERON PHARMACEUTICALS
+$324.0K
576
清仓
DOW
DOW INC
-$322.3K
0
-100%
减持
CTVA
CORTEVA INC
-$321.7K
6,028
-38%
减持
GDXJ
VANECK ETF TRUST
+$321.7K
10,263
-0%
增持
PEP
PEPSICO INC
+$319.8K
25,506
+3%
减持
ITOT
ISHARES TR
+$313.0K
133,614
-6%
增持
GLW
CORNING INC
+$312.3K
9,891
+4%
建仓
DHI
D R HORTON INC
+$307.6K
1,815
增持
—
EATON CORP PLC
+$306.9K
9,021
+5%
清仓
FTNT
FORTINET INC
-$306.0K
0
-100%
建仓
—
EVEREST GROUP LTD
+$299.1K
854
增持
ISPY
PROSHARES TR
+$294.3K
18,427
+46%
减持
UPS
UNITED PARCEL SERVICE INC
-$294.0K
7,963
-16%
增持
C
CITIGROUP INC
+$289.9K
17,245
+1%
