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Essex Savings Bank 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Essex Savings Bank
报告期 2026-03-31 · CIK 0001752212
持仓数
305
前50大市值合计
$299.9M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 27
增持 54
减持 57
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE COMPUTER INC. CMN.
+$2.2M
112,648
+1%
建仓
BLK
BLACKROCK INC COM
+$2.0M
1,916
清仓
—
BLACKROCK INC COM
-$1.8M
0
-100%
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
—
EXXON MOBIL CORPORATION
-$1.8M
178,976
-0%
减持
JNJ
JOHNSON & JOHNSON COM
-$1.5M
69,384
-3%
减持
LLY
LILLY ELI & COMPANY
-$1.5M
11,054
-2%
减持
AVGO
BROADCOM INC
+$1.5M
25,537
-1%
增持
AMZN
AMAZON COM INC COM
+$1.2M
33,329
+2%
增持
ADP
AUTOMATIC DATA PROCESSING INC - TAXABLE
+$853.8K
43,853
+1%
减持
JPM
JP MORGAN CHASE & CO COM
+$759.5K
28,576
-1%
减持
GOOG
ALPHABET INC.
+$744.0K
32,869
-0%
清仓
MUB
ISHARES TR NATIONAL MUN ETF
-$714.2K
0
-100%
增持
VTI
VANGUARD TOTAL STK MKT ETF
+$689.3K
6,653
+52%
增持
V
VISA INC COM CL A
+$689.0K
15,603
+1%
增持
TGT
TARGET CORPORATION
-$670.3K
32,588
+0%
减持
PEP
PEPSICO INC
-$607.5K
20,156
-7%
建仓
ANET
ARISTA NETWORKS INC COM
+$600.8K
5,436
减持
GOOGL
ALPHABET INC CAP STK CL A
+$599.8K
25,959
-0%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$527.0K
16
+7%
清仓
—
ARISTA NETWORKS INC COM
-$520.5K
0
-100%
增持
TSLA
TESLA MTRS INC COM
+$514.3K
3,300
+5%
减持
MRK
MERCK & CO INC
-$500.4K
33,367
-1%
减持
NVDA
NVIDIA CORP
+$478.7K
46,640
-2%
增持
WMT
WAL-MART
+$464.5K
45,773
+1%
建仓
TILT
FLEXSHARES MORNINGSTAR US
+$441.6K
2,045
减持
CL
COLGATE PALMOLIVE CO
-$412.5K
14,440
-13%
增持
NFLX
NETFLIX INC COM
+$391.7K
1,844
+4%
减持
CVS
CVS CORP.
-$383.0K
17,149
-6%
减持
PG
PROCTER & GAMBLE CO.
-$375.9K
32,870
-3%
减持
CVX
CHEVRON COM
-$360.7K
134,296
-0%
增持
SPY
SPDR TR UNIT SER 1
+$340.6K
5,757
+9%
减持
PFE
PFIZER INC COM
-$339.3K
40,767
-17%
减持
LMT
LOCKHEED MARTIN CORP COM
-$338.2K
3,317
-1%
建仓
SPYM
SPDR SER TR RUSSELL 1000 ETF
+$332.1K
4,817
建仓
OKE
ONEOK INC NEW COM
+$312.8K
3,116
增持
VOO
VANGUARD INDEX FDS S&P 500 ETF SHS
+$307.6K
9,466
+4%
增持
QQQ
INVESCO QQQ TR UNIT SER 1
+$294.1K
7,011
+4%
清仓
SYY
SYSCO CORP COM
-$293.4K
0
-100%
清仓
BND
VANGUARD TOTAL BOND MARKET ETF
-$285.9K
0
-100%
建仓
FSIG
FIRST TR EXCHANGE TRADED FD IV LIMITED DURATION
+$284.4K
15,079
增持
CRM
SALESFORCE COM INC COM
+$283.9K
4,575
+1%
清仓
USMV
ISHARES TR USA MIN VOL ETF
-$281.0K
0
-100%
建仓
VUG
VANGUARD INDEX FDS GROWTH ETF
+$275.8K
672
减持
VEA
VANGUARD TAX-MANAGED FD EUROPE PAC ETF
-$274.9K
52,075
-1%
建仓
AWR
AMER STATES WTR CO COM
+$273.0K
3,512
增持
HELO
J P MORGAN EXCHANGE TRADED FHEDGED EQUITY LA
+$272.5K
8,550
+103%
减持
ABBV
ABBVIE INC COM
-$269.0K
13,588
-0%
减持
CI
CIGNA CORP NEW
-$265.8K
3,347
-3%
建仓
ISTB
ISHARES TR CORE 1 5 YR USD
+$261.3K
5,470
增持
HD
HOME DEPOT COM
-$260.2K
16,714
+0%
减持
DHR
DANAHER CORPORATION
-$252.9K
4,782
-2%
增持
AMGN
AMGEN INC COM
-$252.7K
4,246
+1%
清仓
PLD
PROLOGIS INC COM
-$249.4K
0
-100%
清仓
—
LAM RESEARCH CORP COM
-$244.0K
0
-100%
建仓
YUM
YUM BRANDS INC COM
+$242.6K
1,808
增持
ADBE
ADOBE INC COM
-$239.9K
4,026
+3%
清仓
ELV
ELEVANCE HEALTH INC COM
-$236.1K
0
-100%
建仓
GEV
GE VERNOVA INC COM
+$234.8K
714
增持
IYW
ISHARES TR DJ US TECH SEC
+$234.1K
4,015
+50%
增持
NVO
NOVO-NORDISK A S ADR
-$233.3K
9,636
+8%
减持
GD
GENERAL DYNAMICS CORPORATION
-$233.0K
5,450
-1%
建仓
GUNR
FLEXSHARES TR MORNSTAR UPSTR
+$231.6K
6,371
建仓
FISV
FISERV INC
+$228.0K
1,110
建仓
EXE
CHESAPEAKE ENERGY CORP COM
+$226.0K
2,270
建仓
CRWD
CROWDSTRIKE HLDGS INC CL A
+$225.5K
659
增持
ITOT
ISHARES TR CORE S&P TTL STK
+$223.6K
15,410
+10%
增持
MSFT
MICROSOFT COM
-$222.4K
28,584
+0%
建仓
AGG
ISHARES TR INDEX BARCLY USAGG B
+$221.4K
2,285
清仓
VXUS
VANGUARD STAR FD VG TL INTL STK F
-$219.4K
0
-100%
建仓
JEPI
J P MORGAN EXCHANGE-TRADED FEQUITY PREMIUM
+$219.1K
3,809
减持
CAT
CATERPILLAR INC COM
-$218.7K
6,129
-2%
建仓
BKNG
BOOKING HLDGS INC.COM
+$218.6K
44
清仓
FERG
FERGUSON PLC NEW
-$216.4K
0
-100%
增持
MA
MASTERCARD INCORPORATED CL A
+$215.8K
4,368
+3%
建仓
LRCX
LAM RESEARCH CORP COM
+$214.4K
2,969
建仓
WEC
WEC ENERGY GROUP INC COM
+$211.5K
2,249
减持
UNH
UNITEDHEALTH GROUP INC
-$211.3K
2,562
-1%
建仓
ALL
ALLSTATE CORP COM
+$208.0K
1,079
减持
IRM
IRON MTN INC NEW COM
-$208.0K
4,645
-21%
建仓
WMB
WILLIAMS COS INC COM
+$207.5K
3,834
建仓
—
ROYAL CARIBBEAN CRUISES LTD COM
+$207.2K
898
减持
MDLZ
MONDELEZ INTL INC CL A
-$206.4K
12,813
-3%
建仓
SPTS
SPDR SER TRU PORTOLIO SH TSR
+$205.9K
7,101
建仓
J
JACOBS SOLUTIONS INC COM
+$203.6K
1,524
建仓
FTNT
FORTINET INC COM
+$203.6K
2,155
建仓
MSCI
MSCI INC CL A
+$202.8K
338
减持
WFC
WELLS FARGO & CO NEW COM
+$197.5K
17,830
-5%
增持
NKE
NIKE INC CL B
+$195.4K
10,707
+54%
减持
SCHW
SCHWAB CHARLES CORP NEW COM
+$193.4K
21,864
-1%
减持
AMD
ADVANCED MICRO DEVICES INC COM
-$189.6K
3,645
-5%
增持
IJH
ISHARES TR S&P MIDCAP 400
+$183.8K
20,188
+17%
减持
CSCO
CISCO
+$183.2K
35,512
-2%
增持
—
EATON CORP CMN
+$181.0K
3,928
+16%
减持
NEE
NEXTERA ENERGY INC
-$177.3K
13,525
-0%
减持
INTC
INTEL COM
-$174.1K
11,077
-34%
减持
CMCSA
COMCAST CORP NEW CL A
-$171.5K
18,296
-11%
减持
LHX
L3HARRIS TECHNOLOGIES INC COM
-$169.3K
5,904
-0%
增持
GS
GOLDMAN SACHS
+$157.8K
1,997
+0%
增持
IJR
ISHARES TR S&P SMALL CAP 600 INDEX
+$157.4K
15,389
+11%
减持
HCA
HCA HLDGS INC COM
-$148.7K
791
-17%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$144.1K
1,748
+3%
增持
NOW
SERVICENOW INC COM
+$138.0K
622
+7%
减持
—
DUPONT DE NEMOURS INC (NEW)
-$126.6K
8,457
-2%
增持
KMB
KIMBERLY - CLARK CORP
-$126.5K
11,496
+0%
减持
VZ
VERIZON COMMUNICATIONS
-$123.8K
15,370
-7%
增持
BMY
BRISTOL MYERS SQUIBB
+$121.9K
17,432
+4%
增持
UNP
UNION PAC CORP COM
-$118.8K
7,215
+1%
增持
HON
HONEYWELL INTL INC COM
+$118.1K
6,069
+0%
减持
VRSK
VERISK ANALYTICS INC CL A
+$115.7K
15,630
-0%
减持
BA
BOEING CO COM
-$113.3K
3,363
-28%
减持
DOW
DOW INC COM
-$104.7K
5,103
-10%
减持
IEMG
ISHARES INC CORE MSCI EMKT
-$104.2K
16,164
-2%
增持
—
TRANE TECHNOLOGIES PLC
-$104.1K
5,574
+0%
减持
EFA
ISHARES TR INDEX MSCI EAFE IDX
-$103.4K
10,590
-2%
清仓
DNP
DNP SELECT INCOME FUND
-$102.4K
0
-100%
增持
MS
MORGAN STANLEY DEAN WITTER
+$100.3K
3,393
+8%
减持
SO
SOUTHERN COMPANY
-$100.2K
10,394
-2%
减持
LEN
LENNAR CORP
-$100.1K
1,757
-3%
减持
LNG
CHENIERE ENERGY INC COM NEW
+$96.6K
3,970
-6%
增持
PSX
PHILLIPS 66 COM
-$94.5K
5,553
+0%
减持
IVW
ISHARES TR S&P 500 GRWT ETF
+$93.9K
17,911
-1%
增持
MCD
MCDONALDS CORP COM
-$92.3K
7,330
+1%
减持
VIOO
VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX
-$92.2K
3,104
-20%
减持
UPS
UNITED PARCEL SERVICE CL B COM
-$90.8K
6,149
-3%
增持
CMI
CUMMINS INC COM
+$88.9K
3,308
+1%
减持
—
ASTRAZENECA PLC SPONSORED ADR
-$88.6K
5,580
-4%
增持
AXP
AMERICAN EXPRESS
+$88.5K
2,948
+2%
减持
QCOM
QUALCOMM INC COM
-$88.1K
4,678
-1%
增持
BHP
BHP BILLITON LTD SPONSORED ADR
-$85.8K
7,483
+3%
减持
YOU
CLEAR SECURE INC COM CL A
-$84.2K
9,901
-6%
减持
CARR
CARRIER GLOBAL CORPORATION COM
-$83.5K
6,569
-1%
增持
VB
VANGUARD INDEX FDS SMALL CP ETF
+$82.6K
7,599
+3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$81.5K
10,723
+3%
增持
ISRG
INTUITIVE SURGICAL INC COM NEW
+$80.7K
660
+23%
增持
PANW
PALO ALTO NETWORKS INC COM
+$79.9K
8,828
+98%
增持
O
REALTY INCOME CORP COM
-$77.8K
7,828
+0%
增持
FCX
FREEPORT-MCMORAN COPPER & GOLD COM
-$76.2K
16,549
+17%
减持
DIS
DISNEY WALT CO COM
-$75.2K
9,740
-19%
减持
VOOG
VANGUARD ADMIRAL FDS INC 500 GRTH IDX F
+$74.8K
4,433
-1%
减持
VIG
VANGUARD SPECIALIZED PORT DIVD APPREC INDX ETF
-$74.6K
6,797
-4%
减持
ECL
ECOLAB INC COM
-$74.4K
3,224
-1%
增持
IEFA
ISHARES TR CORE MSCI EAFE
+$73.4K
12,004
+22%
增持
AFL
AFLAC INC COM
-$72.5K
9,239
+0%
增持
ABT
ABBOTT LABS COM
+$68.5K
6,382
+11%
增持
NSC
NORFOLK SOUTHERN CORP COM
-$68.0K
6,497
+1%
增持
SPYV
SPDR SER TR PRTFLO S&P500 VL
+$66.6K
5,968
+32%
减持
IVE
ISHARES TR S&P 500 VAL ETF
-$66.6K
4,189
-5%
增持
CEG
CONSTELLATION ENERGY CORP
-$62.4K
1,892
+1%
减持
MMM
3M COMPANY COM
-$61.7K
6,309
-2%
增持
IWP
ISHARES TR INDEX RUSSELL MCP GR
+$61.5K
5,204
+2%
