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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 18
增持 81
减持 41
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
GOOGL
ALPHABET INC
+$8.2M
112,610
+1%
减持
LLY
ELI LILLY & CO
+$7.1M
23,220
-1%
增持
PYLD
PIMCO ETF TR
+$4.8M
811,717
+29%
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
AAPL
APPLE INC
+$4.7M
322,076
-1%
减持
MSFT
MICROSOFT CORP
-$4.7M
104,160
-2%
建仓
AKRE
PROFESIONALLY MANAGED PORTFO
+$3.7M
55,904
减持
GOOG
ALPHABET INC
+$3.6M
52,049
-0%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$3.6M
309,877
+30%
减持
GLD
SPDR GOLD TR
+$2.7M
82,047
-2%
增持
RECS
COLUMBIA ETF TR I
+$2.6M
357,115
+21%
减持
CODI
COMPASS DIVERSIFIED
-$2.3M
1,254,308
-1%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$2.3M
79,749
+156%
增持
PMBS
PIMCO ETF TR
+$2.1M
79,321
+109%
减持
MINT
PIMCO ETF TR
-$2.1M
129,807
-13%
增持
—
EXXON MOBIL CORP
+$2.0M
137,532
+6%
增持
ORCL
ORACLE CORP
-$1.9M
23,495
+2%
增持
JNJ
JOHNSON & JOHNSON
+$1.8M
61,751
+4%
减持
AMZN
AMAZON COM INC
-$1.8M
109,480
-11%
增持
ISPY
PROSHARES TR
+$1.7M
55,833
+203%
减持
BLFY
BLUE FOUNDRY BANCORP
-$1.7M
326,231
-48%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.5M
135,920
+17%
增持
CAT
CATERPILLAR INC
+$1.4M
12,790
+4%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$1.4M
76,307
-25%
减持
META
META PLATFORMS INC
-$1.4M
15,387
-2%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$1.3M
255,830
+9%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$1.3M
258,693
+9%
减持
PHYS
SPROTT ASSET MANAGEMENT LP
+$1.3M
402,254
-0%
减持
BABA
ALIBABA GROUP HLDG LTD
-$1.2M
19,166
-15%
增持
TCAL
T ROWE PRICE ETF INC
+$1.2M
121,028
+76%
增持
GQGU
ADVISORS INNER CIRCLE FD III
+$1.1M
60,656
+341%
增持
VYM
VANGUARD WHITEHALL FDS
+$1.1M
170,596
+3%
增持
TPL
TEXAS PACIFIC LAND CORPORATI
-$1.1M
45,515
+200%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$1.1M
163,619
+21%
增持
MRK
MERCK & CO INC
+$1.1M
43,707
+3%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$1.0M
22,050
+119%
增持
SLV
ISHARES SILVER TR
+$1.0M
40,383
+8%
增持
PVAL
PUTNAM ETF TRUST
+$1.0M
116,036
+16%
减持
NVDA
NVIDIA CORPORATION
-$966.7K
182,659
-3%
减持
QQQ
INVESCO QQQ TR
+$950.5K
99,146
-1%
增持
VOO
VANGUARD INDEX FDS
+$945.6K
11,362
+13%
清仓
—
UNILEVER PLC
-$939.3K
0
-100%
建仓
UL
UNILEVER PLC
+$932.9K
14,264
减持
T
AT&T INC
-$915.9K
87,846
-20%
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$862.2K
158,290
+11%
增持
WMT
WALMART INC
+$861.0K
53,906
+8%
增持
SPY
SPDR S&P 500 ETF TR
+$829.7K
47,956
+0%
建仓
FTSD
FRANKLIN ETF TR
+$827.7K
9,095
减持
AMLP
ALPS ETF TR
-$792.3K
46,138
-27%
减持
MOAT
VANECK ETF TRUST
-$789.1K
13,751
-38%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$787.6K
103,898
+19%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$786.7K
7,842
+1%
减持
ALAB
ASTERA LABS INC
-$782.8K
26,083
-0%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$759.6K
9
+13%
增持
TCAF
T ROWE PRICE ETF INC
+$753.8K
217,414
+8%
增持
FEOE
RBB FUND TRUST
+$752.3K
46,433
+43%
增持
CGMM
CAPITAL GROUP EQUITY ETF TR
+$733.6K
93,039
+35%
增持
IQQQ
PROSHARES TR
+$720.0K
23,755
+211%
增持
AMGN
AMGEN INC
+$714.2K
6,979
+25%
增持
VUG
VANGUARD INDEX FDS
+$710.5K
22,165
+5%
建仓
ZM
ZOOM COMMUNICATIONS INC
+$709.0K
8,216
增持
VYMI
VANGUARD WHITEHALL FDS
+$697.6K
42,477
+15%
减持
RTX
RTX CORPORATION
+$697.0K
73,051
-4%
增持
VTV
VANGUARD INDEX FDS
+$685.2K
84,849
+2%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$674.8K
54,652
+8%
清仓
FNCL
FIDELITY COVINGTON TRUST
-$674.5K
0
-100%
增持
IVV
ISHARES TR
+$672.2K
39,103
+0%
增持
INFL
LISTED FDS TR
+$656.0K
21,343
+226%
增持
TMSL
T ROWE PRICE ETF INC
+$651.3K
105,581
+18%
减持
—
EATON CORP PLC
-$632.5K
8,614
-5%
增持
ANET
ARISTA NETWORKS INC
+$624.4K
7,639
+196%
建仓
—
AMCOR PLC
+$608.9K
73,010
增持
NFLT
ETFIS SER TR I
+$603.5K
82,719
+47%
减持
ROP
ROPER TECHNOLOGIES INC
-$602.4K
8,780
-3%
增持
MRSH
MARSH & MCLENNAN COS INC
+$575.6K
6,985
+95%
清仓
OKLO
OKLO INC
-$571.1K
0
-100%
建仓
BCTK
BARON ETF TR
+$569.9K
22,690
清仓
—
EXCHANGE TRADED CONCEPTS TRU
-$567.9K
0
-100%
减持
CMI
CUMMINS INC
+$560.3K
6,400
-0%
清仓
FETH
FIDELITY ETHEREUM FD
-$557.4K
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$551.0K
33,522
+1%
增持
JPM
JPMORGAN CHASE & CO.
+$545.0K
64,499
+1%
增持
IDMO
INVESCO EXCH TRADED FD TR II
+$539.0K
13,411
+251%
减持
VTIP
VANGUARD MALVERN FDS
-$538.4K
5,196
-67%
减持
GLDM
WORLD GOLD TR
+$518.9K
68,417
-2%
增持
HD
HOME DEPOT INC
-$510.8K
13,433
+6%
增持
BAC
BANK AMERICA CORP
+$500.8K
118,891
+2%
增持
VOT
VANGUARD INDEX FDS
+$498.1K
3,439
+119%
建仓
PINK
SIMPLIFY EXCHANGE TRADED FUN
+$496.3K
13,561
增持
MU
MICRON TECHNOLOGY INC
+$486.0K
3,275
+22%
增持
PG
PROCTER AND GAMBLE CO
-$482.2K
60,905
+2%
增持
PULS
PGIM ETF TR
+$476.0K
16,956
+132%
建仓
BITQ
BITWISE FUNDS TRUST
+$473.6K
23,763
增持
FBCG
FIDELITY COVINGTON TRUST
+$471.8K
76,687
+10%
减持
BX
BLACKSTONE INC
-$461.0K
26,829
-0%
增持
TJX
TJX COS INC NEW
+$460.3K
37,917
+2%
增持
VB
VANGUARD INDEX FDS
+$459.8K
25,258
+6%
建仓
CNC
CENTENE CORP DEL
+$455.0K
11,057
减持
REGL
PROSHARES TR
-$451.9K
39,442
-11%
减持
VZ
VERIZON COMMUNICATIONS INC
-$450.8K
69,614
-7%
增持
DFAC
DIMENSIONAL ETF TRUST
+$449.1K
19,789
+128%
增持
FMDE
FIDELITY COVINGTON TRUST
+$446.6K
29,649
+70%
减持
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$444.4K
17,272
-2%
增持
ADM
ARCHER DANIELS MIDLAND CO
+$437.6K
18,801
+75%
清仓
FISV
FISERV INC
-$430.8K
0
-100%
减持
CGUS
CAPITAL GROUP CORE EQUITY ET
-$428.5K
251,051
-6%
增持
WFC
WELLS FARGO CO NEW
+$419.3K
21,454
+14%
减持
COP
CONOCOPHILLIPS
-$414.1K
14,783
-22%
增持
LDUR
PIMCO ETF TR
+$407.2K
49,110
+10%
减持
BILZ
PIMCO ETF TR
-$402.7K
81,416
-4%
建仓
OMC
OMNICOM GROUP INC
+$401.9K
4,978
增持
VO
VANGUARD INDEX FDS
+$391.1K
28,628
+6%
增持
PSDM
PGIM ETF TR
+$390.4K
15,081
+102%
建仓
JGRW
TRUST FOR PROFESSIONAL MANAG
+$382.2K
14,122
增持
RWL
INVESCO EXCH TRADED FD TR II
+$379.5K
38,198
+6%
建仓
WBD
WARNER BROS DISCOVERY INC
+$373.7K
12,968
建仓
CIEN
CIENA CORP
+$371.9K
1,590
建仓
Q
QNITY ELECTRONICS INC
+$369.8K
4,529
清仓
UTES
ETFIS SER TR I
-$369.8K
0
-100%
减持
—
ASML HOLDING N V
+$366.9K
3,663
-0%
增持
REVS
COLUMBIA ETF TR I
+$366.3K
24,626
+109%
增持
STXF
EA SERIES TRUST
+$365.0K
152,187
+4%
减持
ADBE
ADOBE INC
-$350.7K
7,704
-11%
清仓
VEEV
VEEVA SYS INC
-$340.5K
0
-100%
建仓
JBL
JABIL INC
+$339.9K
1,491
增持
GEV
GE VERNOVA INC
+$339.6K
6,950
+2%
减持
RBLX
ROBLOX CORP
-$333.7K
3,532
-21%
减持
UNH
UNITEDHEALTH GROUP INC
-$332.1K
8,118
-7%
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$331.3K
8,954
增持
WBS
WEBSTER FINL CORP
+$329.7K
20,102
+28%
增持
UPS
UNITED PARCEL SERVICE INC
+$326.6K
9,998
+26%
增持
—
ACCENTURE PLC IRELAND
+$325.7K
4,392
+27%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$324.8K
83,159
+1%
建仓
JBHT
HUNT J B TRANS SVCS INC
+$323.6K
1,665
减持
ARCC
ARES CAPITAL CORP
-$321.4K
103,962
-12%
减持
GS
GOLDMAN SACHS GROUP INC
+$317.9K
4,580
-2%
减持
VOOG
VANGUARD ADMIRAL FDS INC
+$316.7K
90,031
-1%
增持
—
CHUBB LIMITED
+$316.6K
5,521
+11%
增持
IONQ
IONQ INC
-$310.1K
19,198
+1%
建仓
WRBY
WARBY PARKER INC
+$309.2K
14,191
增持
IEFA
ISHARES TR
+$309.2K
36,612
+8%
减持
CVX
CHEVRON CORP NEW
-$304.4K
46,416
-2%
增持
C
CITIGROUP INC
+$296.0K
17,536
+2%
清仓
—
INTERPUBLIC GROUP COS INC
-$295.4K
0
-100%
清仓
CRBG
COREBRIDGE FINL INC
-$293.5K
0
-100%
增持
FLMI
FRANKLIN TEMPLETON ETF TR
+$293.3K
29,428
+66%
减持
IRM
IRON MTN INC DEL
-$293.3K
6,108
-22%
增持
MO
ALTRIA GROUP INC
-$292.5K
39,696
+2%
增持
LRCX
LAM RESEARCH CORP
+$292.2K
6,994
+3%
增持
SAMT
ADVISORS INNER CIRCLE FD III
+$292.0K
15,049
+95%
增持
TEAM
ATLASSIAN CORPORATION
+$292.0K
3,160
+129%
