Essex Financial Services, Inc.
ESSEX CT · SEC CIK 0001315785
$17.82亿2026Q1 申报市值
794持仓数
22.2%前十大占比 · 第一大 4.6%
54 / 33新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
INFL 加仓+$369.04万
PYLD 加仓+$363.06万
VYMI 加仓+$306.82万
JCPB 加仓+$278.27万
RECS 加仓+$253.71万
2026Q1 卖出最多 按季末市值估算
GLD 减仓-$105.72万
AZN 清仓-$91.94万
CLOZ 清仓-$87.28万
ADM 减仓-$83.79万
SLV 减仓-$78.20万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| TOTL | SSGA ACTIVE ETF TR | $27.30万 | 0.02% | 6,870 | 50 | 0.7% | $1,987 | 加仓 |
| INCY | INCYTE CORP | $27.47万 | 0.02% | 2,919 | -6 | -0.2% | -$565 | 减仓 |
| DJUL | FIRST TR EXCHNG TRADED FD VI | $27.51万 | 0.02% | 5,885 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $27.59万 | 0.02% | 632 | 28 | 4.6% | $1.22万 | 加仓 |
| PWR | QUANTA SVCS INC | $27.62万 | 0.02% | 503 | -135 | -21.2% | -$7.41万 | 重新持有 |
| JBHT | HUNT J B TRANS SVCS INC | $27.70万 | 0.02% | 1,307 | -358 | -21.5% | -$7.59万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $27.99万 | 0.02% | 717 | -66 | -8.4% | -$2.58万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $28.06万 | 0.02% | 923 | 176 | 23.6% | $5.35万 | 加仓 |
| BMOP | BNY MELLON ETF TRUST II | $28.06万 | 0.02% | 11,393 | 11,393 | — | $28.06万 | 新建仓 |
| XSHQ | INVESCO EXCH TRADED FD TR II | $28.25万 | 0.02% | 6,700 | 395 | 6.3% | $1.67万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $28.40万 | 0.02% | 1,389 | -191 | -12.1% | -$3.91万 | 减仓 |
| IJK | ISHARES TR | $28.53万 | 0.02% | 2,835 | -19 | -0.7% | -$1,912 | 减仓 |
| CW | CURTISS WRIGHT CORP | $28.68万 | 0.02% | 421 | 50 | 13.5% | $3.41万 | 加仓 |
| SNDK | SANDISK CORP | $28.84万 | 0.02% | 454 | 454 | — | $28.84万 | 新建仓 |
| MLM | MARTIN MARIETTA MATLS INC | $29.07万 | 0.02% | 494 | 113 | 29.7% | $6.65万 | 加仓 |
| — | COHEN & STEERS ETF TRUST | $29.08万 | 0.02% | 11,637 | 11,637 | — | $29.08万 | 新建仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $29.17万 | 0.02% | 6,112 | 868 | 16.6% | $4.14万 | 加仓 |
| DTE | DTE ENERGY CO | $29.18万 | 0.02% | 1,996 | -660 | -24.8% | -$9.65万 | 减仓 |
| ETR | ENTERGY CORP NEW | $29.44万 | 0.02% | 2,620 | -448 | -14.6% | -$5.03万 | 减仓 |
| RACE | FERRARI N V | $29.48万 | 0.02% | 871 | 9 | 1.0% | $3,046 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $29.65万 | 0.02% | 683 | 7 | 1.0% | $3,039 | 加仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $29.69万 | 0.02% | 15,503 | -401 | -2.5% | -$7,679 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $29.74万 | 0.02% | 6,591 | -23 | -0.3% | -$1,038 | 减仓 |
| ACWX | ISHARES TR | $29.77万 | 0.02% | 4,348 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $29.82万 | 0.02% | 1,294 | 61 | 4.9% | $1.41万 | 加仓 |
| TTE | TOTALENERGIES SE | $29.82万 | 0.02% | 3,278 | -303 | -8.5% | -$2.76万 | 减仓 |
| — | WISDOMTREE TR | $29.82万 | 0.02% | 5,903 | 0 | 0.0% | — | 不变 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $29.87万 | 0.02% | 5,975 | -100 | -1.6% | -$4,999 | 减仓 |
| — | COTERRA ENERGY INC | $29.89万 | 0.02% | 8,507 | -2,087 | -19.7% | -$7.33万 | 减仓 |
| CNC | CENTENE CORP DEL | $30.08万 | 0.02% | 9,187 | -1,870 | -16.9% | -$6.12万 | 减仓 |
| ADSK | AUTODESK INC | $30.19万 | 0.02% | 1,261 | 160 | 14.5% | $3.83万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $30.27万 | 0.02% | 2,238 | 2,238 | — | $30.27万 | 新建仓 |
| MLI | MUELLER INDS INC | $30.32万 | 0.02% | 2,736 | 277 | 11.3% | $3.07万 | 加仓 |
| VCRM | VANGUARD MUN BD FDS | $30.32万 | 0.02% | 4,035 | 0 | 0.0% | — | 不变 |
| DMLP | DORCHESTER MINERALS L P | $30.47万 | 0.02% | 11,244 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $30.49万 | 0.02% | 4,859 | 2,294 | 89.4% | $14.39万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $30.51万 | 0.02% | 4,007 | 4,007 | — | $30.51万 | 新建仓 |
| MET | METLIFE INC | $30.55万 | 0.02% | 4,319 | -332 | -7.1% | -$2.35万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $30.89万 | 0.02% | 2,134 | -294 | -12.1% | -$4.26万 | 减仓 |
| BHP | BHP BILLITON LIMITED | $30.94万 | 0.02% | 4,253 | -642 | -13.1% | -$4.67万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $30.98万 | 0.02% | 1,970 | 88 | 4.7% | $1.38万 | 加仓 |
| DOCU | DOCUSIGN INC | $30.99万 | 0.02% | 6,536 | 202 | 3.2% | $9,577 | 加仓 |
| FE | FIRSTENERGY CORP | $31.19万 | 0.02% | 6,156 | -884 | -12.6% | -$4.48万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $31.29万 | 0.02% | 2,703 | -33 | -1.2% | -$3,820 | 减仓 |
| GXO | GXO LOGISTICS INCORPORATED | $31.35万 | 0.02% | 6,047 | -364 | -5.7% | -$1.89万 | 减仓 |
| VEEV | VEEVA SYS INC | $31.37万 | 0.02% | 1,786 | 643 | 56.3% | $11.29万 | 重新持有 |
| CAR | AVIS BUDGET GROUP INC | $31.43万 | 0.02% | 2,155 | 287 | 15.4% | $4.19万 | 加仓 |
| ARKQ | ARK ETF TR | $31.47万 | 0.02% | 2,798 | -125 | -4.3% | -$1.41万 | 减仓 |
| ACWI | ISHARES TR | $31.56万 | 0.02% | 2,281 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $31.77万 | 0.02% | 3,888 | 1,052 | 37.1% | $8.60万 | 加仓 |
| KR | KROGER CO | $31.82万 | 0.02% | 4,398 | 406 | 10.2% | $2.94万 | 加仓 |
| EME | EMCOR GROUP INC | $31.82万 | 0.02% | 431 | -35 | -7.5% | -$2.58万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $31.83万 | 0.02% | 1,823 | 1,823 | — | $31.83万 | 新建仓 |
| ARKK | ARK ETF TR | $31.94万 | 0.02% | 4,726 | -20 | -0.4% | -$1,352 | 减仓 |
| QLTY | GMO ETF TRUST | $32.12万 | 0.02% | 8,877 | 0 | 0.0% | — | 不变 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $32.30万 | 0.02% | 7,398 | 1,645 | 28.6% | $7.18万 | 加仓 |
| DON | WISDOMTREE TR | $32.31万 | 0.02% | 6,149 | 7 | 0.1% | $368 | 加仓 |
| TMUS | T-MOBILE US INC | $32.57万 | 0.02% | 1,551 | 53 | 3.5% | $1.11万 | 加仓 |
| KVUE | KENVUE INC | $32.57万 | 0.02% | 18,892 | 740 | 4.1% | $1.28万 | 加仓 |
| YUMC | YUM CHINA HLDGS INC | $32.60万 | 0.02% | 6,682 | 3 | 0.0% | $146 | 加仓 |
| EBAY | EBAY INC. | $32.60万 | 0.02% | 3,581 | 88 | 2.5% | $8,010 | 加仓 |
| MGM | MGM RESORTS INTERNATIONAL | $32.73万 | 0.02% | 8,844 | 534 | 6.4% | $1.98万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $32.74万 | 0.02% | 13,749 | -731 | -5.0% | -$1.74万 | 减仓 |
| BP | BP PLC | $32.74万 | 0.02% | 6,965 | 6,965 | — | $32.74万 | 新建仓 |
| RSPG | INVESCO EXCHANGE TRADED FD T | $32.86万 | 0.02% | 3,002 | -71 | -2.3% | -$7,771 | 减仓 |
| SNX | TD SYNNEX CORPORATION | $33.02万 | 0.02% | 1,957 | 56 | 2.9% | $9,448 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $33.20万 | 0.02% | 5,415 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $33.21万 | 0.02% | 925 | 179 | 24.0% | $6.43万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $33.40万 | 0.02% | 748 | -118 | -13.6% | -$5.27万 | 减仓 |
| DJD | INVESCO EXCHANGE TRADED FD T | $33.41万 | 0.02% | 5,592 | 0 | 0.0% | — | 不变 |
| — | VIRTUS ETF TR II | $33.45万 | 0.02% | 12,088 | 12,088 | — | $33.45万 | 新建仓 |
| CCJ | CAMECO CORP | $33.47万 | 0.02% | 3,081 | -200 | -6.1% | -$2.17万 | 减仓 |
| HDEF | DBX ETF TR | $33.51万 | 0.02% | 10,340 | 10,340 | — | $33.51万 | 新建仓 |
| HSY | HERSHEY CO | $33.65万 | 0.02% | 1,619 | -557 | -25.6% | -$11.58万 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $33.84万 | 0.02% | 3,755 | 508 | 15.6% | $4.58万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $33.85万 | 0.02% | 4,498 | -1,262 | -21.9% | -$9.50万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $33.95万 | 0.02% | 1,738 | 302 | 21.0% | $5.90万 | 加仓 |
| VTRS | VIATRIS INC | $33.99万 | 0.02% | 25,159 | 1,900 | 8.2% | $2.57万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $34.06万 | 0.02% | 3,840 | -196 | -4.9% | -$1.74万 | 减仓 |
| — | TRUST FOR PROFESSIONAL MANAG | $34.06万 | 0.02% | 14,009 | -113 | -0.8% | -$2,748 | 减仓 |
| NTRA | NATERA INC | $34.86万 | 0.02% | 1,743 | 12 | 0.7% | $2,400 | 加仓 |
| CLS | CELESTICA INC | $34.90万 | 0.02% | 1,239 | -66 | -5.1% | -$1.86万 | 减仓 |
| HACK | AMPLIFY ETF TR | $35.02万 | 0.02% | 4,663 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP | $35.09万 | 0.02% | 5,514 | -382 | -6.5% | -$2.43万 | 减仓 |
| WHR | WHIRLPOOL CORP | $35.30万 | 0.02% | 6,547 | -157 | -2.3% | -$8,465 | 减仓 |
| VBK | VANGUARD INDEX FDS | $35.54万 | 0.02% | 1,176 | -28 | -2.3% | -$8,462 | 减仓 |
| TQQQ | PROSHARES TR | $35.55万 | 0.02% | 8,529 | 2 | 0.0% | $83 | 加仓 |
| JPEF | J P MORGAN EXCHANGE TRADED F | $35.71万 | 0.02% | 4,973 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $36.26万 | 0.02% | 6,865 | -690 | -9.1% | -$3.64万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $36.48万 | 0.02% | 7,593 | 1,902 | 33.4% | $9.14万 | 加仓 |
| DAL | DELTA AIR LINES INC | $36.50万 | 0.02% | 5,490 | -1,394 | -20.2% | -$9.27万 | 减仓 |
| IFRA | ISHARES TR | $36.60万 | 0.02% | 6,399 | 18 | 0.3% | $1,030 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $36.61万 | 0.02% | 6,254 | 0 | 0.0% | — | 不变 |
| CIEN | CIENA CORP | $36.88万 | 0.02% | 950 | -640 | -40.3% | -$24.85万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $36.91万 | 0.02% | 7,108 | 427 | 6.4% | $2.22万 | 加仓 |
| BKMI | BNY MELLON ETF TRUST II | $36.93万 | 0.02% | 14,149 | 14,149 | — | $36.93万 | 新建仓 |
| GVAL | CAMBRIA ETF TR | $37.17万 | 0.02% | 11,205 | 11,205 | — | $37.17万 | 新建仓 |
| SF | STIFEL FINL CORP | $37.20万 | 0.02% | 5,033 | 371 | 8.0% | $2.74万 | 加仓 |
| CF | CF INDUSTRIES HOLD | $37.33万 | 0.02% | 2,875 | -211 | -6.8% | -$2.74万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $37.64万 | 0.02% | 4,785 | 149 | 3.2% | $1.17万 | 加仓 |