13F 机构持仓

Essex Financial Services, Inc.

ESSEX CT · SEC CIK 0001315785

2026Q22026Q1 更早 9 个季度 🔒
$20.08亿2026Q2 申报市值
836持仓数
22.2%前十大占比 · 第一大 4.6%
68 / 42新建仓 / 清仓
申报市值走势$20.08亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 4.6%
QQQ 3.5%
VOOG 2.2%
MSFT 2.0%
GOOGL 2.0%
NVDA 1.8%
SPY 1.7%
IVV 1.5%
GLD 1.4%
VYM 1.4%

2026Q2 买入最多 按季末市值估算

JCPB 加仓+$410.78万
FULT 新建仓+$406.25万
CGMM 加仓+$352.28万
CGUS 加仓+$211.36万
NFLT 加仓+$181.76万

2026Q2 卖出最多 按季末市值估算

BLUE FOUNDRY BAN 清仓-$425.38万
QQQ 减仓-$180.49万
HON 减仓-$139.06万
RECS 减仓-$131.68万
NVDA 减仓-$112.99万

2026Q2 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
EUSA ISHARES INC $21.50万0.01%1,883 1,883— $21.50万 新建仓
EXPE EXPEDIA GROUP INC $21.52万0.01%841 -459-35.3% -$11.74万 重新持有
MSGK MADISON SQUARE GRDN SPRT COR $21.54万0.01%536 536— $21.54万 新建仓
RDIV INVESCO EXCH TRADED FD TR II $21.58万0.01%3,720 00.0% — 不变
NGG NATIONAL GRID PLC $21.59万0.01%2,605 441.7% $3,646 加仓
RGLD ROYAL GOLD INC $21.60万0.01%1,082 848.4% $1.68万 加仓
AGG ISHARES TR $21.61万0.01%2,184 643.0% $6,334 加仓
SCHG SCHWAB STRATEGIC TR $21.71万0.01%6,416 -692-9.7% -$2.34万 重新持有
HIG HARTFORD INSURANCE GROUP INC $21.73万0.01%1,640 -598-26.7% -$7.92万 减仓
UAL UNITED AIRLS HLDGS INC $21.80万0.01%1,603 1,603— $21.80万 新建仓
RBA RB GLOBAL INC $21.82万0.01%1,874 1,874— $21.82万 新建仓
BG BUNGE GLOBAL SA $21.87万0.01%2,049 34320.1% $3.66万 加仓
SRE SEMPRA $21.88万0.01%2,360 -50-2.1% -$4,635 减仓
UTHR UNITED THERAPEUTICS CORP DEL $21.89万0.01%404 41.0% $2,167 加仓
AIG AMERICAN INTL GROUP INC $21.96万0.01%2,946 -1,552-34.5% -$11.57万 减仓
VRSK VERISK ANALYTICS INC $22.01万0.01%1,226 978.6% $1.74万 重新持有
BSX BOSTON SCIENTIFIC CORP $22.10万0.01%5,177 3186.5% $1.36万 加仓
IBKR INTERACTIVE BROKERS GROUP IN $22.10万0.01%2,539 -795-23.8% -$6.92万 重新持有
— PROSHARES TR $22.16万0.01%4,301 -254-5.6% -$1.31万 减仓
VRSN VERISIGN INC $22.24万0.01%884 -15-1.7% -$3,773 重新持有
PRU PRUDENTIAL FINL INC $22.26万0.01%2,062 -61-2.9% -$6,585 重新持有
NOW SERVICENOW INC $22.42万0.01%2,258 -2,059-47.7% -$20.44万 减仓
EMNT PIMCO ETF TR $22.45万0.01%2,269 -14-0.6% -$1,385 减仓
JEF JEFFERIES FINANCIAL GROUP IN $22.50万0.01%4,502 -353-7.3% -$1.76万 减仓
ICE INTERCONTINENTAL EXCHANGE IN $22.52万0.01%1,829 -141-7.2% -$1.74万 减仓
NULG NUSHARES ETF TR $22.64万0.01%1,934 1,934— $22.64万 新建仓
VST VISTRA CORP $22.71万0.01%1,432 50.4% $793 加仓
SPGI S&P GLOBAL INC $22.81万0.01%560 -344-38.1% -$14.01万 减仓
A AGILENT TECHNOLOGIES INC $22.83万0.01%1,719 -53-3.0% -$7,040 重新持有
SPG SIMON PPTY GROUP INC NEW $22.85万0.01%1,022 1,022— $22.85万 新建仓
CWB SPDR SERIES TRUST $22.91万0.01%2,125 2,125— $22.91万 新建仓
WASH WASHINGTON TR BANCORP INC $22.94万0.01%6,289 1382.2% $5,034 加仓
RWK INVESCO EXCH TRADED FD TR II $22.99万0.01%1,572 00.0% — 不变
WHR WHIRLPOOL CORP $23.03万0.01%5,841 -706-10.8% -$2.78万 减仓
UFOX ETF SER SOLUTIONS $23.07万0.01%2,428 2,428— $23.07万 新建仓
BIIB BIOGEN INC $23.16万0.01%1,072 1,072— $23.16万 新建仓
KDP KEURIG DR PEPPER INC $23.17万0.01%7,078 -568-7.4% -$1.86万 减仓
WRB BERKLEY W R CORP $23.20万0.01%3,289 -384-10.5% -$2.71万 减仓
TRGP TARGA RES CORP $23.31万0.01%869 -184-17.5% -$4.94万 减仓
BP BP PLC $23.39万0.01%6,329 -636-9.1% -$2.35万 减仓
EUFN ISHARES TR $23.39万0.01%6,000 6,000— $23.39万 新建仓
PLD PROLOGIS INC. $23.41万0.01%1,728 -154-8.2% -$2.09万 减仓
LEN LENNAR CORP $23.41万0.01%2,587 281.1% $2,534 加仓
TEAM ATLASSIAN CORPORATION $23.47万0.01%3,017 -143-4.5% -$1.11万 重新持有
VTWO VANGUARD SCOTTSDALE FDS $23.49万0.01%1,935 1,935— $23.49万 新建仓
TRP TC ENERGY CORP $23.53万0.01%3,553 50.1% $331 加仓
KWEB KRANESHARES TRUST $23.53万0.01%9,616 1,38516.8% $3.39万 加仓
XLG INVESCO EXCHANGE TRADED FD T $23.57万0.01%3,849 10.0% $61 加仓
NBIX NEUROCRINE BIOSCIENCES INC $23.58万0.01%1,399 -439-23.9% -$7.40万 减仓
MNST MONSTER BEVERAGE CORP NEW $23.62万0.01%2,457 -884-26.5% -$8.50万 减仓
SMMD ISHARES TR $23.68万0.01%2,584 2,584— $23.68万 新建仓
TTE TOTALENERGIES SE $23.69万0.01%3,047 -231-7.0% -$1.80万 减仓
BWA BORGWARNER INC $23.72万0.01%3,573 3,573— $23.72万 新建仓
RCL ROYAL CARIBBEAN GROUP $23.97万0.01%755 253.4% $7,939 加仓
DYNF BLACKROCK ETF TRUST $24.06万0.01%3,537 371.1% $2,517 加仓
L LOEWS CORP $24.09万0.01%2,128 -236-10.0% -$2.67万 减仓
ICLR ICON PUB LTD CO $24.15万0.01%1,390 1,390— $24.15万 新建仓
TMUS T-MOBILE US INC $24.20万0.01%1,443 -108-7.0% -$1.81万 减仓
STWD STARWOOD PPTY TR INC $24.21万0.01%14,780 1380.9% $2,260 加仓
— WARNER BROS DISCOVERY INC $24.23万0.01%9,088 2492.8% $6,639 加仓
GPC GENUINE PARTS CO $24.27万0.01%2,057 2,057— $24.27万 新建仓
CEF SPROTT ASSET MANAGEMENT LP $24.59万0.01%6,112 00.0% — 不变
AB ALLIANCEBERNSTEIN HLDG L P $24.64万0.01%6,995 00.0% — 不变
TXT TEXTRON INC $24.74万0.01%2,697 -15-0.6% -$1,376 减仓
WCC WESCO INTL INC $24.76万0.01%717 717— $24.76万 新建仓
SCHF SCHWAB STRATEGIC TR $24.80万0.01%8,952 8,952— $24.80万 新建仓
DOV DOVER CORP $24.86万0.01%1,109 1,109— $24.86万 新建仓
BUFD FIRST TR EXCHNG TRADED FD VI $25.09万0.01%8,442 -200-2.3% -$5,944 减仓
MKC MCCORMICK & CO INC $25.09万0.01%4,976 63714.7% $3.21万 加仓
TDVG T ROWE PRICE EXCHANGE-TRADED $25.14万0.01%5,128 00.0% — 不变
QTUM ETF SER SOLUTIONS $25.16万0.01%1,521 1,521— $25.16万 新建仓
SBND COLUMBIA ETF TR I $25.30万0.01%13,459 1240.9% $2,331 加仓
GIS GENERAL MILLS INC $25.39万0.01%7,297 7,297— $25.39万 新建仓
ROST ROSS STORES INC $25.44万0.01%1,195 403.5% $8,515 加仓
DCI DONALDSON INC $25.50万0.01%2,841 -53-1.8% -$4,758 减仓
MCHP MICROCHIP TECHNOLOGY INC. $25.55万0.01%2,801 -1,123-28.6% -$10.24万 减仓
GAM GENERAL AMERN INVS CO INC $25.56万0.01%4,010 00.0% — 不变
SF STIFEL FINL CORP $25.58万0.01%3,666 -1,367-27.2% -$9.54万 减仓
GBDC GOLUB CAP BDC INC $25.67万0.01%19,928 -5,195-20.7% -$6.69万 重新持有
IWO ISHARES TR $25.71万0.01%653 653— $25.71万 新建仓
TECK TECK RESOURCES LTD $25.75万0.01%4,330 -186-4.1% -$1.11万 减仓
SNOW SNOWFLAKE INC $25.86万0.01%1,016 -549-35.1% -$13.97万 减仓
ALNY ALNYLAM PHARMACEUTICALS INC $26.07万0.01%866 15922.5% $4.79万 加仓
VTIP VANGUARD MALVERN FDS $26.10万0.01%5,196 00.0% — 不变
IHDG WISDOMTREE TR $26.19万0.01%5,000 00.0% — 不变
BXMT BLACKSTONE MORTGAGE TRUST IN $26.30万0.01%15,517 140.1% $237 加仓
ONEQ FIDELITY COMWLTH TR $26.32万0.01%2,550 00.0% — 不变
NKE NIKE INC $26.36万0.01%6,421 -444-6.5% -$1.82万 减仓
IR INGERSOLL RAND INC $26.62万0.01%3,246 351.1% $2,870 加仓
DINO HF SINCLAIR CORP $26.62万0.01%3,822 39711.6% $2.77万 加仓
HAWX ISHARES TR $26.65万0.01%5,731 00.0% — 不变
MLM MARTIN MARIETTA MATLS INC $27.21万0.01%472 -22-4.5% -$1.27万 减仓
KBE SPDR SERIES TRUST $27.29万0.01%4,000 00.0% — 不变
YUMC YUM CHINA HLDGS INC $27.32万0.01%6,685 30.0% $123 加仓
COPX GLOBAL X FDS $27.42万0.01%3,562 3,562— $27.42万 新建仓
TOTL SSGA ACTIVE ETF TR $27.43万0.01%6,950 801.2% $3,157 加仓
WAT WATERS CORP $27.45万0.01%732 -23-3.0% -$8,626 减仓
SCZ ISHARES TR $27.48万0.01%3,340 1936.1% $1.59万 加仓
MPWR MONOLITHIC PWR SYS INC $27.48万0.01%199 199— $27.48万 新建仓
SHW SHERWIN WILLIAMS CO $27.55万0.01%800 -23-2.8% -$7,921 减仓