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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 12
增持 73
减持 52
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP
-$11.4M
105,311
+1%
增持
TPL
TEXAS PACIFIC LAND CORPORATI
+$9.6M
47,828
+5%
增持
—
EXXON MOBIL CORP
+$6.8M
137,784
+0%
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
AAPL
APPLE INC
-$5.4M
323,679
+0%
增持
INFL
LISTED FDS TR
+$3.9M
92,231
+332%
减持
CODI
COMPASS DIVERSIFIED
+$3.8M
1,249,530
-0%
减持
QQQ
INVESCO QQQ TR
-$3.7M
99,109
-0%
增持
LLY
ELI LILLY & CO
-$3.6M
23,226
+0%
减持
VOOG
VANGUARD ADMIRAL FDS INC
-$3.5M
89,557
-1%
增持
VYMI
VANGUARD WHITEHALL FDS
+$3.2M
75,034
+77%
增持
PYLD
PIMCO ETF TR
+$3.2M
950,289
+17%
减持
GOOGL
ALPHABET INC
-$3.1M
111,778
-1%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$2.8M
138,856
+74%
增持
CVX
CHEVRON CORPORATION
+$2.6M
46,860
+1%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$2.5M
358,690
+16%
减持
TSLA
TESLA INC
-$2.2M
27,856
-0%
减持
JNJ
JOHNSON & JOHNSON
+$2.2M
61,148
-1%
减持
JPM
JPMORGAN CHASE & CO
-$2.0M
63,938
-1%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$2.0M
47,270
-1%
增持
AMZN
AMAZON COM INC
-$1.9M
112,006
+2%
增持
RECS
COLUMBIA ETF TR I
+$1.9M
422,201
+18%
增持
NVDA
NVIDIA CORPORATION
-$1.9M
184,682
+1%
增持
GEV
GE VERNOVA INC
+$1.8M
7,259
+4%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$1.8M
33,663
+0%
增持
FEOE
RBB FUND TRUST
+$1.7M
79,105
+70%
减持
GLD
SPDR GOLD TR
+$1.7M
79,590
-3%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$1.7M
217,276
+33%
减持
CAT
CATERPILLAR INC
+$1.7M
12,727
-0%
减持
GOOG
ALPHABET INC
-$1.6M
51,417
-1%
增持
PMBS
PIMCO ETF TR
+$1.5M
110,218
+39%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.5M
155,203
+14%
增持
ALAB
ASTERA LABS INC
-$1.4M
27,169
+4%
减持
V
VISA INC
-$1.4M
24,693
-2%
减持
ORCL
ORACLE CORP
-$1.3M
22,020
-6%
增持
TBUX
T ROWE PRICE ETF INC
+$1.3M
67,347
+66%
增持
PVAL
PUTNAM ETF TRUST
+$1.3M
141,768
+22%
增持
AMLP
ALPS ETF TR
+$1.1M
62,552
+36%
增持
VUG
VANGUARD INDEX FDS
-$1.1M
22,207
+0%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$1.1M
275,840
+8%
减持
BX
BLACKSTONE INC
-$1.1M
26,410
-2%
建仓
HEFT
ETF OPPORTUNITIES TRUST
+$1.1M
40,946
增持
PHYS
SPROTT ASSET MANAGEMENT LP
+$1.1M
405,027
+1%
增持
IVV
ISHARES TR
-$1.0M
39,413
+1%
增持
META
META PLATFORMS INC
-$1.0M
15,965
+4%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.0M
33,105
-1%
建仓
—
ASTRAZENECA PLC
+$1.0M
5,122
增持
VYM
VANGUARD WHITEHALL FDS
+$927.5K
171,583
+1%
清仓
—
ASTRAZENECA PLC
-$919.4K
0
-100%
减持
ITOT
ISHARES TR
-$911.4K
132,253
-0%
增持
LMT
LOCKHEED MARTIN CORP
+$892.2K
7,170
+1%
清仓
CLOZ
SERIES PORTFOLIOS TR
-$872.8K
0
-100%
增持
SCHD
SCHWAB STRATEGIC TR
+$864.6K
77,299
+41%
减持
ROP
ROPER TECHNOLOGIES INC
-$860.4K
8,613
-2%
减持
—
ASML HLDG NV
+$808.7K
3,579
-2%
减持
BAC
BANK AMERICA CORP
-$805.5K
117,611
-1%
增持
COST
COSTCO WHOLESALE CORPORATION
+$805.0K
4,658
+5%
增持
ADBE
ADOBE INC
-$747.6K
8,017
+4%
建仓
FENY
FIDELITY COVINGTON TRUST
+$739.0K
21,722
减持
LNG
CHENIERE ENERGY INC
+$731.0K
10,824
-10%
减持
CIBR
FIRST TR EXCHANGE-TRADED FD
-$718.9K
19,354
-28%
建仓
CLX
CLOROX CO DEL
+$718.4K
6,932
增持
MRK
MERCK & CO INC
+$713.1K
44,173
+1%
增持
RTX
RTX CORPORATION
+$704.9K
73,108
+0%
清仓
APP
APPLOVIN CORP
-$702.1K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
+$693.4K
70,295
+1%
增持
BILZ
PIMCO ETF TR
+$679.4K
87,980
+8%
增持
NEE
NEXTERA ENERGY INC
+$664.9K
43,638
+3%
增持
VTV
VANGUARD INDEX FDS
+$662.5K
85,973
+1%
建仓
—
AMCOR PLC
+$657.4K
16,539
减持
ABT
ABBOTT LABORATORIES
-$650.7K
24,637
-3%
减持
WMT
WALMART INC
+$649.7K
53,551
-1%
减持
IWF
ISHARES TR
-$645.3K
12,247
-1%
减持
—
ACCENTURE PLC IRELAND
-$637.6K
2,727
-38%
减持
SLV
ISHARES SILVER TR
-$631.8K
28,907
-28%
增持
GE
GE AEROSPACE
-$624.9K
28,143
+1%
增持
PFE
PFIZER INC
+$615.9K
184,375
+1%
减持
UNH
UNITEDHEALTH GROUP INC
-$611.8K
7,643
-6%
清仓
—
AMCOR PLC
-$608.9K
0
-100%
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$602.7K
170,383
+8%
增持
AVGO
BROADCOM INC
-$599.8K
19,465
+2%
建仓
FLDR
FIDELITY MERRIMACK STR TR
+$598.1K
11,950
减持
DE
DEERE & CO
+$596.7K
7,738
-4%
减持
KKR
KKR & CO INC
-$572.4K
14,921
-3%
增持
NFLT
ETFIS SER TR I
+$570.9K
108,870
+32%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$552.1K
7,274
-61%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$550.1K
8,912
+10%
增持
TMSL
T ROWE PRICE ETF INC
+$542.6K
118,162
+12%
增持
VB
VANGUARD INDEX FDS
+$536.0K
26,921
+7%
减持
QCOM
QUALCOMM INC
-$522.3K
10,315
-5%
清仓
TEAM
ATLASSIAN CORPORATION
-$512.4K
0
-100%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$508.1K
86,025
+13%
增持
AKRE
PROFESIONALLY MANAGED PORTFO
-$507.9K
59,685
+7%
减持
KO
COCA COLA CO
+$503.3K
92,077
-1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$499.5K
8,228
+5%
增持
CGMM
CAPITAL GROUP EQUITY ETF TR
+$499.3K
108,398
+17%
清仓
PINK
SIMPLIFY EXCHANGE TRADED FUN
-$496.3K
0
-100%
增持
GQGU
ADVISORS INNER CIRCLE FD III
+$490.8K
73,576
+21%
减持
STXF
EA SERIES TRUST
-$475.2K
148,534
-2%
清仓
FUTY
FIDELITY COVINGTON TRUST
-$473.9K
0
-100%
增持
LB
LANDBRIDGE COMPANY LLC
+$469.8K
20,343
+7%
减持
DIS
DISNEY WALT CO
-$468.2K
22,949
-3%
减持
CRM
SALESFORCE INC
-$466.1K
5,210
-4%
增持
VCRB
VANGUARD MALVERN FDS
+$457.4K
15,707
+61%
增持
VV
VANGUARD INDEX FDS
+$454.2K
5,004
+51%
增持
IEFA
ISHARES TR
+$453.0K
41,183
+12%
增持
DFAI
DIMENSIONAL ETF TRUST
+$451.9K
24,554
+85%
减持
COP
CONOCOPHILLIPS
+$451.7K
13,906
-6%
减持
VDE
VANGUARD WORLD FD
+$450.6K
10,228
-2%
建仓
WPC
WP CAREY INC
+$447.5K
6,584
减持
FBND
FIDELITY MERRIMACK STR TR
-$438.9K
94,253
-8%
增持
RAAX
VANECK ETF TRUST
+$438.7K
63,809
+3%
增持
T
AT&T INC
+$437.1K
90,347
+3%
增持
WELL
WELLTOWER INC
+$434.6K
5,756
+52%
建仓
TAN
INVESCO EXCH TRADED FD TR II
+$429.2K
7,704
增持
BBY
BEST BUY INC
+$422.1K
9,973
+206%
减持
GLW
CORNING INC
+$412.2K
10,620
-10%
减持
INTU
INTUIT
-$410.2K
1,205
-14%
减持
BABA
ALIBABA GROUP HLDG LTD
-$410.2K
19,123
-0%
增持
ABBV
ABBVIE INC
-$408.7K
37,512
+0%
增持
—
EATON CORP PLC
+$405.7K
8,805
+2%
清仓
VTEI
VANGUARD MUN BD FDS
-$404.4K
0
-100%
减持
MOAT
VANECK ETF TRUST
-$395.8K
10,634
-23%
建仓
HE
HAWAIIAN ELEC INDS INC MTN B
+$389.7K
26,257
减持
VGT
VANGUARD WORLD FD
-$389.2K
4,712
-3%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$386.6K
137,149
+4%
建仓
OXY
OCCIDENTAL PETE CORP
+$384.1K
5,910
减持
WFC
WELLS FARGO & CO
-$381.5K
20,325
-5%
清仓
TLH
ISHARES TR
-$380.5K
0
-100%
减持
DGRO
ISHARES TR
-$375.8K
144,330
-5%
增持
NOBL
PROSHARES TR
+$374.5K
114,202
+1%
建仓
GVAL
CAMBRIA ETF TR
+$371.7K
11,205
增持
TJX
TJX COS INC NEW
+$370.6K
38,792
+2%
增持
LDUR
PIMCO ETF TR
+$370.5K
53,040
+8%
建仓
BKMI
BNY MELLON ETF TRUST II
+$369.3K
14,149
清仓
EXPE
EXPEDIA GROUP INC
-$368.3K
0
-100%
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$364.4K
22,928
+4%
清仓
PPL
PPL CORP
-$362.0K
0
-100%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$359.6K
41,191
+8%
减持
ARCC
ARES CAPITAL CORP
-$355.9K
96,963
-7%
减持
GLDM
WORLD GOLD TR
+$354.5K
66,839
-2%
增持
BOND
PIMCO ETF TR
+$353.0K
35,589
+13%
减持
BNY
BANK NEW YORK MELLON CORP
-$352.4K
14,237
-19%
增持
MO
ALTRIA GROUP INC
+$352.2K
40,023
+1%
减持
COF
CAPITAL ONE FINL CORP
-$351.6K
4,366
-8%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$350.3K
54,364
-1%
减持
WMB
WILLIAMS COS INC
-$345.7K
6,808
-51%
清仓
GBDC
GOLUB CAP BDC INC
-$340.9K
0
-100%
增持
JIRE
J P MORGAN EXCHANGE TRADED F
+$340.0K
9,729
+84%
减持
XOP
SPDR SERIES TRUST
+$339.3K
7,051
-6%
清仓
ZS
ZSCALER INC
-$336.9K
0
-100%
