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Essex LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Essex LLC
报告期 2026-03-31 · CIK 0001889147
持仓数
175
前50大市值合计
$473.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q4
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 16
增持 68
减持 58
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
XLK
SELECT SECTOR SPDR TR
+$9.0M
125,024
+14%
增持
NVDA
NVIDIA CORPORATION
+$7.2M
70,662
+92%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$4.3M
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。
增持
IYW
ISHARES TR
+$3.0M
48,987
+26%
建仓
XSW
SPDR SERIES TRUST
+$3.0M
15,631
减持
SBUX
STARBUCKS CORP
-$2.9M
4,458
-87%
增持
SCHF
SCHWAB STRATEGIC TR
+$2.5M
778,219
+5%
增持
SCHM
SCHWAB STRATEGIC TR
+$2.4M
627,815
+8%
清仓
DIS
DISNEY WALT CO
-$2.0M
0
-100%
建仓
JBND
J P MORGAN EXCHANGE TRADED F
+$2.0M
36,400
减持
MSFT
MICROSOFT CORP
+$1.9M
15,557
-0%
减持
SCHX
SCHWAB STRATEGIC TR
+$1.8M
950,382
-2%
增持
AMZN
AMAZON COM INC
+$1.8M
19,698
+48%
增持
SCHI
SCHWAB STRATEGIC TR
+$1.6M
173,710
+66%
增持
SHYG
ISHARES TR
+$1.5M
82,338
+72%
建仓
—
NEBIUS GROUP N.V.
+$1.4M
25,530
清仓
SWKS
SKYWORKS SOLUTIONS INC
-$1.4M
0
-100%
增持
VO
VANGUARD INDEX FDS
+$1.3M
5,356
+563%
减持
JPM
JPMORGAN CHASE & CO.
+$1.2M
33,279
-3%
增持
GE
GE AEROSPACE
+$1.2M
20,297
+1%
建仓
VV
VANGUARD INDEX FDS
+$973.4K
3,412
增持
EXC
EXELON CORP
+$813.0K
50,546
+69%
减持
META
META PLATFORMS INC
+$805.2K
5,007
-0%
增持
XLI
SELECT SECTOR SPDR TR
+$788.2K
43,689
+1%
增持
GOOGL
ALPHABET INC
+$764.4K
25,412
+6%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$761.8K
458,576
+1%
增持
XLC
SELECT SECTOR SPDR TR
+$750.8K
60,788
+0%
增持
SCHA
SCHWAB STRATEGIC TR
+$736.7K
383,537
+0%
增持
VB
VANGUARD INDEX FDS
+$689.2K
4,017
+239%
减持
SJNK
SPDR SERIES TRUST
-$627.0K
1,050,861
-4%
减持
MRSH
MARSH & MCLENNAN COS INC
-$603.7K
18,635
-3%
减持
—
LINDE PLC
-$578.0K
5,793
-18%
增持
GOOG
ALPHABET INC
+$577.0K
24,787
+1%
减持
FPEI
FIRST TR EXCH TRADED FD III
-$570.4K
763,618
-5%
增持
AAPL
APPLE INC
+$555.8K
35,383
+17%
减持
EMR
EMERSON ELEC CO
+$514.5K
25,209
-3%
增持
VXUS
VANGUARD STAR FDS
+$512.1K
25,427
+27%
增持
FNDE
SCHWAB STRATEGIC TR
+$508.4K
164,047
+3%
减持
GEV
GE VERNOVA INC
+$486.2K
3,260
-20%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$474.4K
9,866
+1%
建仓
CAH
CARDINAL HEALTH INC
+$467.1K
2,780
增持
XLF
SELECT SECTOR SPDR TR
+$466.6K
159,945
+1%
清仓
UNH
UNITEDHEALTH GROUP INC
-$459.3K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$443.0K
24,291
-3%
增持
IYF
ISHARES TR
+$402.0K
13,323
+24%
增持
AVGO
BROADCOM INC
+$396.3K
3,142
+12%
增持
TSLA
TESLA INC
+$395.9K
3,047
+38%
增持
IYJ
ISHARES TR
+$390.7K
11,582
+20%
减持
HON
HONEYWELL INTL INC
-$380.6K
10,466
-21%
减持
PG
PROCTER AND GAMBLE CO
-$363.9K
17,726
-5%
增持
SPY
SPDR S&P 500 ETF TR
+$360.4K
5,993
+0%
减持
PEP
PEPSICO INC
-$349.9K
15,931
-3%
增持
CVS
CVS HEALTH CORP
+$335.7K
9,281
+107%
减持
XNCR
XENCOR INC
-$333.9K
105,961
-3%
增持
VTI
VANGUARD INDEX FDS
+$316.6K
4,948
+15%
建仓
VOX
VANGUARD WORLD FD
+$308.6K
1,804
减持
DE
DEERE & CO
-$296.6K
10,201
-13%
增持
ANET
ARISTA NETWORKS INC
+$291.1K
11,128
+2%
增持
AIQ
GLOBAL X FDS
+$289.2K
33,477
+4%
减持
NFLX
NETFLIX INC
+$265.5K
1,024
-14%
清仓
—
AON PLC
-$262.6K
0
-100%
建仓
OKLO
OKLO INC
+$259.2K
4,630
增持
XLY
SELECT SECTOR SPDR TR
+$247.0K
7,848
+6%
建仓
—
ZIM INTEGRATED SHIPPING SERV
+$243.1K
15,107
增持
GD
GENERAL DYNAMICS CORP
+$240.4K
11,926
+0%
减持
KMI
KINDER MORGAN INC DEL
-$229.7K
29,659
-23%
建仓
CW
CURTISS WRIGHT CORP
+$227.2K
465
减持
RTX
RTX CORPORATION
+$225.8K
26,370
-4%
清仓
SOXX
ISHARES TR
-$225.1K
0
-100%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$224.6K
18,886
+20%
建仓
APP
APPLOVIN CORP
+$224.1K
640
建仓
PANW
PALO ALTO NETWORKS INC
+$223.3K
1,091
清仓
BTCW
WISDOMTREE BITCOIN FD
-$216.4K
0
-100%
建仓
MSTR
MICROSTRATEGY INC
+$214.2K
530
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$211.8K
935
建仓
SPTM
SPDR SERIES TRUST
+$211.6K
2,825
增持
ORCL
ORACLE CORP
+$211.5K
2,634
+1%
建仓
PSTG
PURE STORAGE INC
+$208.4K
3,620
清仓
MCD
MCDONALDS CORP
-$207.7K
0
-100%
建仓
SPHQ
INVESCO EXCHANGE TRADED FD T
+$206.7K
2,900
增持
ABBV
ABBVIE INC
+$204.3K
3,979
+56%
减持
SCHB
SCHWAB STRATEGIC TR
+$200.7K
96,986
-1%
增持
ANGL
VANECK ETF TRUST
+$188.9K
177,449
+2%
增持
XLV
SELECT SECTOR SPDR TR
-$186.2K
41,430
+5%
减持
—
DUPONT DE NEMOURS INC
-$185.6K
6,724
-22%
减持
PYPL
PAYPAL HLDGS INC
+$182.7K
24,312
-2%
增持
MRK
MERCK & CO INC
-$180.3K
30,978
+6%
增持
VOO
VANGUARD INDEX FDS
+$165.5K
1,396
+14%
减持
VRSN
VERISIGN INC
+$164.5K
5,982
-3%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$159.8K
898
+6%
增持
—
EXXON MOBIL CORP
-$155.6K
18,595
+2%
减持
MLPX
GLOBAL X FDS
-$154.4K
56,680
-2%
减持
—
TRANE TECHNOLOGIES PLC
+$147.2K
2,283
-10%
增持
ED
CONSOLIDATED EDISON INC
-$146.0K
16,642
+1%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$143.4K
70,631
-4%
减持
CTVA
CORTEVA INC
-$137.8K
7,095
-33%
增持
CRM
SALESFORCE INC
+$132.5K
2,899
+18%
减持
VCIT
VANGUARD SCOTTSDALE FDS
+$127.7K
589,938
-1%
减持
DOCU
DOCUSIGN INC
-$126.4K
4,583
-23%
增持
PINS
PINTEREST INC
+$120.8K
24,638
+0%
减持
CSCO
CISCO SYS INC
+$119.9K
45,071
-8%
减持
IVV
ISHARES TR
+$119.0K
3,606
-4%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$118.9K
2,700
+1%
增持
LLY
ELI LILLY & CO
+$117.6K
2,486
+13%
增持
QQQ
INVESCO QQQ TR
+$116.5K
1,265
+2%
增持
SCHJ
SCHWAB STRATEGIC TR
+$115.7K
128,883
+3%
增持
XLP
SELECT SECTOR SPDR TR
+$106.0K
28,228
+6%
减持
BXP
BXP INC
-$100.5K
31,077
-5%
减持
SCHG
SCHWAB STRATEGIC TR
+$92.7K
31,079
-5%
减持
GS
GOLDMAN SACHS GROUP INC
-$89.3K
16,625
-23%
增持
AMGN
AMGEN INC
+$88.9K
1,239
+50%
增持
XLE
SELECT SECTOR SPDR TR
-$87.4K
22,478
+5%
减持
KOMP
SPDR SERIES TRUST
+$85.9K
11,155
-0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$82.2K
622
-7%
增持
IYH
ISHARES TR
+$81.8K
34,778
+12%
减持
SHOP
SHOPIFY INC
+$79.4K
4,475
-2%
增持
XLB
SELECT SECTOR SPDR TR
+$74.3K
17,493
+3%
减持
FLOT
ISHARES TR
-$69.3K
5,468
-20%
增持
BAC
BANK AMERICA CORP
+$64.6K
9,503
+3%
减持
OBE
OBSIDIAN ENERGY LTD
-$63.6K
53,882
-13%
增持
DOW
DOW INC
-$63.2K
9,877
+6%
减持
SO
SOUTHERN CO
-$60.5K
22,785
-3%
增持
CVX
CHEVRON CORP NEW
-$53.7K
2,243
+0%
增持
COST
COSTCO WHSL CORP NEW
+$53.4K
1,146
+0%
减持
IDU
ISHARES TR
-$52.7K
14,630
-6%
增持
NEE
NEXTERA ENERGY INC
+$50.0K
5,080
+19%
增持
IDCC
INTERDIGITAL INC
+$44.5K
2,533
+0%
增持
NVO
NOVO-NORDISK A S
+$42.5K
5,194
+14%
减持
HEI
HEICO CORP NEW
+$39.7K
895
-6%
减持
BTI
BRITISH AMERN TOB PLC
+$38.9K
6,985
-1%
增持
IYM
ISHARES TR
+$35.4K
3,619
+4%
增持
PFE
PFIZER INC
-$28.1K
63,209
+3%
减持
WM
WASTE MGMT INC DEL
-$27.0K
7,890
-0%
减持
CHDN
CHURCHILL DOWNS INC
-$26.8K
2,459
-1%
增持
PLD
PROLOGIS INC.
+$26.4K
2,607
+18%
减持
XLU
SELECT SECTOR SPDR TR
+$25.1K
13,577
-1%
减持
IJJ
ISHARES TR
+$20.8K
8,577
-1%
减持
HD
HOME DEPOT INC
-$20.5K
850
-6%
减持
BUG
GLOBAL X FDS
+$19.3K
24,789
-11%
减持
WMT
WALMART INC
+$17.7K
3,073
-5%
增持
CME
CME GROUP INC
+$16.6K
1,590
+0%
减持
BX
BLACKSTONE INC
+$16.1K
2,002
-1%
减持
FTNT
FORTINET INC
+$15.9K
2,490
-3%
减持
IYK
ISHARES TR
-$15.8K
12,073
-0%
增持
VNQ
VANGUARD INDEX FDS
+$14.5K
4,206
+6%
增持
—
TRANSOCEAN LTD
-$11.4K
119,366
+18%
减持
FPE
FIRST TR EXCH TRADED FD III
-$10.9K
61,441
-2%
减持
SOUN
SOUNDHOUND AI INC
-$9.5K
17,672
-28%
减持
IJT
ISHARES TR
+$8.7K
2,180
-4%
减持
DGRO
ISHARES TR
-$7.7K
4,285
-6%
