13F 机构持仓

Essex Financial Services, Inc.

ESSEX CT · SEC CIK 0001315785

2026Q22026Q1 更早 9 个季度 🔒
$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
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 3.2%
MSFT 2.2%
VOOG 2.0%
GLD 1.9%
NVDA 1.8%
GOOGL 1.8%
SPY 1.7%
IVV 1.4%
VYM 1.4%

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
ETD ETHAN ALLEN INTERIORS INC $53.19万0.03%23,894 9,73068.7% $21.66万 加仓
DGX QUEST DIAGNOSTICS INC $53.35万0.03%2,722 25210.2% $4.94万 加仓
IGSB ISHARES TR $53.36万0.03%10,152 00.0% — 不变
IJS ISHARES TR $53.44万0.03%4,512 3508.4% $4.15万 加仓
CSHI NEOS ETF TRUST $53.56万0.03%10,759 3,63451.0% $18.09万 加仓
EIX EDISON INTL $53.59万0.03%7,324 6389.5% $4.67万 加仓
ACN ACCENTURE PLC IRELAND $54.07万0.03%2,727 -1,665-37.9% -$33.01万 减仓
DOW DOW HLDGS INC $54.09万0.03%12,987 3,35034.8% $13.95万 加仓
GM GENERAL MTRS CO $54.45万0.03%7,309 270.4% $2,011 加仓
ZM ZOOM COMMUNICATIONS INC $55.15万0.03%6,860 -1,356-16.5% -$10.90万 减仓
Q QNITY ELECTRONICS INC $55.41万0.03%4,802 2736.0% $3.15万 加仓
PCG PG&E CORP $55.54万0.03%31,611 3,88814.0% $6.83万 加仓
AMT AMERICAN TOWER CORP $55.60万0.03%3,222 -244-7.0% -$4.21万 减仓
WDC WESTERN DIGITAL CORP $55.64万0.03%2,057 -59-2.8% -$1.60万 减仓
LHX L3HARRIS TECHNOLOGIES INC $55.65万0.03%1,612 -104-6.1% -$3.59万 减仓
MPLX MPLX LP $55.97万0.03%9,807 -1,010-9.3% -$5.76万 减仓
— EA SERIES TRUST $56.04万0.03%15,951 00.0% — 不变
EFX EQUIFAX INC $56.36万0.03%3,130 88639.5% $15.95万 加仓
SCHC SCHWAB STRATEGIC TR $56.83万0.03%12,158 00.0% — 不变
PALL ABRDN PALLADIUM ETF TRUST $56.91万0.03%4,225 -639-13.1% -$8.61万 减仓
SLB SLB LIMITED $57.35万0.03%11,159 -860-7.2% -$4.42万 减仓
— EA SERIES TRUST $57.80万0.03%12,322 00.0% — 不变
KLAC KLA CORP $57.83万0.03%393 -116-22.8% -$17.07万 减仓
VTR VENTAS INC $57.88万0.03%7,077 -702-9.0% -$5.74万 减仓
DVN DEVON ENERGY CORP NEW $57.92万0.03%11,511 -11,949-50.9% -$60.13万 减仓
USB US BANCORP $58.43万0.03%11,235 9869.6% $5.13万 加仓
STX SEAGATE TECHNOLOGY HLDNGS PL $58.45万0.03%1,492 -192-11.4% -$7.52万 减仓
AMBP ARDAGH METAL PACKAGING S A $58.45万0.03%144,329 -4,933-3.3% -$2.00万 减仓
AWK AMERICAN WTR WKS CO INC NEW $58.61万0.03%4,307 -553-11.4% -$7.52万 减仓
VFVA VANGUARD WELLINGTON FD $59.04万0.03%4,386 110.3% $1,481 加仓
AME AMETEK INC $59.12万0.03%2,758 -229-7.7% -$4.91万 减仓
REGN REGENERON PHARMACEUTICALS $59.14万0.03%765 8011.7% $6.19万 加仓
TNK TEEKAY TANKERS LTD $59.31万0.03%8,089 170.2% $1,246 加仓
XLE SELECT SECTOR SPDR TR $59.40万0.03%9,696 8599.7% $5.26万 加仓
GRNY TIDAL TRUST I $59.44万0.03%24,900 00.0% — 不变
GBTC GRAYSCALE BITCOIN TRUST ETF $59.72万0.03%11,319 00.0% — 不变
FLDR FIDELITY MERRIMACK STR TR $59.81万0.03%11,950 11,950— $59.81万 新建仓
VONV VANGUARD SCOTTSDALE FDS $60.06万0.03%6,407 00.0% — 不变
CACI CACI INTL INC $60.32万0.03%1,109 171.6% $9,246 加仓
PICK ISHARES INC $60.33万0.03%10,661 510.5% $2,886 加仓
AFL AFLAC INC $60.64万0.03%5,527 55711.2% $6.11万 加仓
COLB COLUMBIA BKG SYS INC $61.50万0.03%22,421 -806-3.5% -$2.21万 减仓
TGT TARGET CORP $61.62万0.03%5,084 481.0% $5,817 加仓
CAG CONAGRA BRANDS INC $61.67万0.03%39,233 -2,237-5.4% -$3.52万 减仓
SHLD GLOBAL X FDS $61.95万0.03%8,745 4946.0% $3.50万 加仓
VRT VERTIV HOLDINGS CO $62.12万0.03%2,479 140.6% $3,508 加仓
PANW PALO ALTO NETWORKS INC $62.16万0.03%3,877 -496-11.3% -$7.95万 减仓
— MICROCHIP TECHNOLOGY INC. $62.50万0.04%10,970 -525-4.6% -$2.99万 减仓
PGR PROGRESSIVE CORP $62.93万0.04%3,175 -593-15.7% -$11.75万 减仓
IRM IRON MTN INC DEL $63.02万0.04%6,170 621.0% $6,333 加仓
RHP RYMAN HOSPITALITY PPTYS INC $63.36万0.04%6,867 -48-0.7% -$4,429 减仓
PAGP PLAINS GP HLDGS L P $63.59万0.04%26,190 -1,187-4.3% -$2.88万 减仓
JAAA JANUS DETROIT STR TR $63.93万0.04%12,692 -2,149-14.5% -$10.82万 减仓
KEY KEYCORP $63.99万0.04%31,915 -122-0.4% -$2,446 减仓
BBY BEST BUY INC $64.03万0.04%9,973 6,713205.9% $43.10万 加仓
GEHC GE HEALTHCARE TECHNOLOGIES I $64.23万0.04%9,024 1561.8% $1.11万 加仓
EOG EOG RES INC $64.24万0.04%4,444 -1,011-18.5% -$14.61万 减仓
CRH CRH PLC $64.25万0.04%6,113 4638.2% $4.87万 加仓
IONQ IONQ INC $64.34万0.04%22,318 3,12016.3% $8.99万 加仓
IWS ISHARES TR $64.44万0.04%4,421 -45-1.0% -$6,559 减仓
EFAV ISHARES TR $64.85万0.04%7,097 00.0% — 不变
MRP MILLROSE PPTYS INC $65.22万0.04%23,291 4,92726.8% $13.80万 加仓
NOC NORTHROP GRUMMAN CORP $65.45万0.04%959 394.2% $2.66万 加仓
DTCR GLOBAL X FDS $65.58万0.04%27,369 9,09549.8% $21.79万 加仓
AMCR AMCOR PLC $65.74万0.04%16,539 16,539— $65.74万 新建仓
DFUS DIMENSIONAL ETF TRUST $66.10万0.04%9,322 -324-3.4% -$2.30万 减仓
FHLC FIDELITY COVINGTON TRUST $66.12万0.04%9,398 3013.3% $2.12万 加仓
LH LABCORP HOLDINGS INC $66.41万0.04%2,489 -248-9.1% -$6.62万 减仓
IEMG ISHARES INC $66.41万0.04%9,521 1,87924.6% $13.11万 加仓
IUSV ISHARES TR $66.51万0.04%6,504 2484.0% $2.54万 加仓
SGOV ISHARES TR $66.58万0.04%6,614 1,72135.2% $17.32万 加仓
CEG CONSTELLATION ENERGY CORP $66.60万0.04%2,385 231.0% $6,422 加仓
VOT VANGUARD INDEX FDS $66.86万0.04%2,598 -841-24.5% -$21.64万 减仓
XMLV INVESCO EXCH TRADED FD TR II $67.21万0.04%10,673 470.4% $2,960 加仓
ED CONSOLIDATED EDISON INC $67.37万0.04%5,953 59511.1% $6.73万 加仓
FEGE RBB FUND TRUST $68.83万0.04%14,644 2,81523.8% $13.23万 加仓
FIX COMFORT SYS USA INC $69.09万0.04%501 -19-3.7% -$2.62万 减仓
BAR GRANITESHARES GOLD TR $69.25万0.04%15,011 -410-2.7% -$1.89万 减仓
PSTL POSTAL REALTY TRUST INC $69.32万0.04%37,347 -3,570-8.7% -$6.63万 减仓
PAYX PAYCHEX INC $69.53万0.04%7,548 -575-7.1% -$5.30万 减仓
SBR SABINE RTY TR $69.59万0.04%9,237 140.2% $1,055 加仓
TSLX SIXTH STREET SPECIALTY LENDI $69.83万0.04%37,992 -1,530-3.9% -$2.81万 减仓
STOT SSGA ACTIVE TR $69.97万0.04%14,846 10.0% $47 加仓
GBIL GOLDMAN SACHS ETF TR $70.26万0.04%7,012 -46-0.7% -$4,609 减仓
RPV INVESCO EXCHANGE TRADED FD T $70.54万0.04%6,569 40.1% $430 加仓
ET ENERGY TRANSFER L P $70.69万0.04%36,629 -1,356-3.6% -$2.62万 减仓
CLX CLOROX CO DEL $71.84万0.04%6,932 5,302325.3% $54.95万 重新持有
VPU VANGUARD WORLD FD $72.82万0.04%3,675 00.0% — 不变
MDYG SPDR SERIES TRUST $72.90万0.04%7,597 10.0% $96 加仓
JIRE J P MORGAN EXCHANGE TRADED F $73.69万0.04%9,729 4,42983.6% $33.54万 加仓
FENY FIDELITY COVINGTON TRUST $73.90万0.04%21,722 21,722— $73.90万 新建仓
MU MICRON TECHNOLOGY INC $74.33万0.04%2,200 -1,075-32.8% -$36.32万 减仓
ISRG INTUITIVE SURGICAL INC $74.45万0.04%1,615 130.8% $5,993 加仓
SBSW SIBANYE STILLWATER LTD $75.19万0.04%61,034 00.0% — 不变
— PGIM ETF TR $76.36万0.04%14,981 -100-0.7% -$5,097 减仓
TXN TEXAS INSTRS INC $76.49万0.04%3,940 -86-2.1% -$1.67万 减仓
TD TORONTO DOMINION BK ONT $77.02万0.04%8,254 1832.3% $1.71万 加仓
CNI CANADIAN NATL RY CO $77.63万0.04%7,553 -133-1.7% -$1.37万 减仓
VICI VICI PPTYS INC $77.80万0.04%28,477 6,26728.2% $17.12万 加仓
XBI SPDR SERIES TRUST $78.12万0.04%6,116 3456.0% $4.41万 加仓