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
GBTC GRAYSCALE BITCOIN TRUST ETF $51.09万0.03%11,223 -96-0.8% -$4,370 减仓
SPHD INVESCO EXCH TRADED FD TR II $51.20万0.03%10,072 2222.3% $1.13万 加仓
DAL DELTA AIR LINES INC $51.81万0.03%5,532 420.8% $3,934 加仓
ZS ZSCALER INC $51.94万0.03%3,680 2,182145.7% $30.80万 重新持有
SUB ISHARES TR $51.95万0.03%4,879 00.0% — 不变
ITW ILLINOIS TOOL WKS INC $51.96万0.03%1,921 1246.9% $3.35万 加仓
SBSW SIBANYE STILLWATER LTD $52.00万0.03%61,251 2170.4% $1,842 加仓
HPE HEWLETT PACKARD ENTERPRISE C $53.02万0.03%11,754 -1,995-14.5% -$9.00万 减仓
IGSB ISHARES TR $53.21万0.03%10,152 00.0% — 不变
WAB WABTEC $53.30万0.03%1,977 1457.9% $3.91万 加仓
PEG PUBLIC SVC ENTERPRISE GROUP $53.42万0.03%6,582 5609.3% $4.55万 加仓
MPC MARATHON PETE CORP $53.63万0.03%2,098 492.4% $1.25万 加仓
SNDK SANDISK CORP $53.70万0.03%236 -218-48.0% -$49.61万 减仓
AIQ GLOBAL X FDS $53.75万0.03%8,192 -628-7.1% -$4.12万 减仓
PFFD GLOBAL X FDS $53.86万0.03%28,819 00.0% — 不变
ZM ZOOM COMMUNICATIONS INC $53.99万0.03%6,255 -605-8.8% -$5.22万 减仓
— VIRTUS ETF TR II $53.99万0.03%18,730 6,64254.9% $19.15万 加仓
XPO XPO INC $54.05万0.03%2,633 1596.4% $3.26万 加仓
LHX L3HARRIS TECHNOLOGIES INC $54.08万0.03%1,861 24915.4% $7.24万 加仓
— TEVA PHARMACEUTICAL INDS LTD $54.46万0.03%16,075 -72-0.4% -$2,439 减仓
URI UNITED RENTALS INC $54.59万0.03%482 -104-17.7% -$11.78万 减仓
BITQ BITWISE FUNDS TRUST $54.90万0.03%22,407 -356-1.6% -$8,722 减仓
FLDR FIDELITY MERRIMACK STR TR $55.02万0.03%10,980 -970-8.1% -$4.86万 减仓
NOC NORTHROP GRUMMAN CORP $55.21万0.03%1,084 12513.0% $6.37万 加仓
MPLX MPLX LP $55.24万0.03%9,807 00.0% — 不变
ETD ETHAN ALLEN INTERIORS INC $55.56万0.03%24,871 9774.1% $2.18万 加仓
IJS ISHARES TR $55.94万0.03%4,092 -420-9.3% -$5.74万 减仓
EIX EDISON INTL $55.99万0.03%7,521 1972.7% $1.47万 加仓
GM GENERAL MTRS CO $56.17万0.03%7,287 -22-0.3% -$1,696 减仓
DGX QUEST DIAGNOSTICS INC $56.22万0.03%2,653 -69-2.5% -$1.46万 减仓
SLYG SPDR SERIES TRUST $56.53万0.03%4,745 00.0% — 不变
CEG CONSTELLATION ENERGY CORP $56.54万0.03%2,276 -109-4.6% -$2.71万 减仓
JAAA JANUS DETROIT STR TR $56.61万0.03%11,211 -1,481-11.7% -$7.48万 减仓
AFL AFLAC INC $56.61万0.03%4,828 -699-12.6% -$8.20万 减仓
VTR VENTAS INC $56.69万0.03%6,384 -693-9.8% -$6.15万 减仓
— VANGUARD WELLESLEY INCOME FD $56.81万0.03%9,095 5,170131.7% $32.29万 加仓
GEHC GE HEALTHCARE TECHNOLOGIES I $56.97万0.03%8,900 -124-1.4% -$7,937 减仓
XLE SELECT SECTOR SPDR TR $57.83万0.03%10,889 1,19312.3% $6.34万 加仓
ADM ARCHER DANIELS MIDLAND CO $58.34万0.03%7,637 3635.0% $2.77万 加仓
STT STATE STR CORP $58.35万0.03%3,440 2467.7% $4.17万 加仓
SCHC SCHWAB STRATEGIC TR $58.58万0.03%12,174 160.1% $770 加仓
BAR GRANITESHARES GOLD TR $59.34万0.03%15,011 00.0% — 不变
HACK AMPLIFY ETF TR $59.40万0.03%5,661 99821.4% $10.47万 加仓
NUKZ EXCHANGE TRADED CONCEPTS TRU $59.70万0.03%8,760 -7,121-44.8% -$48.53万 减仓
VXF VANGUARD INDEX FDS $59.81万0.03%2,429 10.0% $246 加仓
XT ISHARES TR $60.07万0.03%7,269 00.0% — 不变
— EA SERIES TRUST $60.52万0.03%15,964 130.1% $493 加仓
DVN DEVON ENERGY CORP NEW $60.73万0.03%14,697 3,18627.7% $13.16万 加仓
— MICROCHIP TECHNOLOGY INC. $61.71万0.03%8,045 -2,925-26.7% -$22.44万 减仓
PRFZ INVESCO EXCHANGE TRADED FD T $61.81万0.03%11,083 -330-2.9% -$1.84万 减仓
AWK AMERICAN WTR WKS CO INC NEW $62.15万0.03%4,723 4169.7% $5.47万 加仓
EOG EOG RES INC $62.20万0.03%4,795 3517.9% $4.55万 加仓
TSLX SIXTH STREET SPECIALTY LENDI $62.21万0.03%36,232 -1,760-4.6% -$3.02万 减仓
XSMO INVESCO EXCHANGE TRADED FD T $62.27万0.03%6,650 3,626119.9% $33.95万 加仓
PGR PROGRESSIVE CORP $62.62万0.03%2,866 -309-9.7% -$6.75万 减仓
LH LABCORP HOLDINGS INC $62.95万0.03%2,248 -241-9.7% -$6.75万 减仓
PICK ISHARES INC $63.24万0.03%10,875 2142.0% $1.24万 加仓
CLX CLOROX CO DEL $63.51万0.03%6,654 -278-4.0% -$2.65万 减仓
PAGP PLAINS GP HLDGS L P $63.58万0.03%26,197 70.0% $170 加仓
DFEM DIMENSIONAL ETF TRUST $64.49万0.03%15,868 15,868— $64.49万 新建仓
SII SPROTT INC $64.68万0.03%5,757 -50-0.9% -$5,618 减仓
SHOP SHOPIFY INC $64.81万0.03%5,676 4,067252.8% $46.44万 重新持有
TNK TEEKAY TANKERS LTD $65.54万0.03%10,104 2,01524.9% $13.07万 加仓
GDXJ VANECK ETF TRUST $65.62万0.03%6,679 -1,950-22.6% -$19.16万 减仓
VFVA VANGUARD WELLINGTON FD $65.68万0.03%4,425 390.9% $5,789 加仓
XMLV INVESCO EXCH TRADED FD TR II $66.36万0.03%10,005 -668-6.3% -$4.43万 减仓
TGT TARGET CORP $66.42万0.03%5,085 10.0% $131 加仓
ADI ANALOG DEVICES INC $66.61万0.03%1,677 523.2% $2.07万 加仓
CWEN CLEARWAY ENERGY INC $66.82万0.03%19,548 19,548— $66.82万 新建仓
EFAV ISHARES TR $67.16万0.03%7,657 5607.9% $4.91万 加仓
FNV FRANCO NEV CORP $67.16万0.03%3,222 -89-2.7% -$1.86万 减仓
GRNY TIDAL TRUST I $67.47万0.03%24,400 -500-2.0% -$1.38万 减仓
USB US BANCORP $67.53万0.03%11,181 -54-0.5% -$3,262 减仓
GDX VANECK ETF TRUST $67.61万0.03%8,961 -885-9.0% -$6.68万 减仓
SBR SABINE RTY TR $67.76万0.03%9,256 190.2% $1,391 加仓
ED CONSOLIDATED EDISON INC $68.05万0.03%6,151 1983.3% $2.19万 加仓
VONV VANGUARD SCOTTSDALE FDS $68.11万0.03%6,407 00.0% — 不变
AMBP ARDAGH METAL PACKAGING S A $68.33万0.03%144,150 -179-0.1% -$848 减仓
TQQQ PROSHARES TR $69.09万0.03%8,530 10.0% $81 加仓
COLB COLUMBIA BKG SYS INC $69.25万0.03%21,606 -815-3.6% -$2.61万 减仓
ET ENERGY TRANSFER L P $69.59万0.03%36,396 -233-0.6% -$4,455 减仓
CRH CRH PLC $70.21万0.03%6,561 4487.3% $4.79万 加仓
— NEXTERA ENERGY INC $70.47万0.04%14,700 14,700— $70.47万 新建仓
VICI VICI PPTYS INC $70.72万0.04%26,635 -1,842-6.5% -$4.89万 减仓
— EA SERIES TRUST $70.86万0.04%12,822 5004.1% $2.76万 加仓
FDX FEDEX CORP $71.30万0.04%2,277 110.5% $3,444 加仓
IWS ISHARES TR $71.44万0.04%4,340 -81-1.8% -$1.33万 减仓
IUSV ISHARES TR $71.68万0.04%6,507 30.0% $330 加仓
ISRG INTUITIVE SURGICAL INC $71.70万0.04%1,803 18811.6% $7.48万 加仓
VPU VANGUARD WORLD FD $71.93万0.04%3,675 00.0% — 不变
AME AMETEK INC $72.08万0.04%2,979 2218.0% $5.35万 加仓
AMCR AMCOR PLC $72.26万0.04%16,669 1300.8% $5,635 加仓
PSTL POSTAL REALTY TRUST INC $73.19万0.04%29,705 -7,642-20.5% -$18.83万 减仓
EEM ISHARES TR $73.35万0.04%10,723 1,65418.2% $11.31万 加仓
AMT AMERICAN TOWER CORP $73.56万0.04%4,497 1,27539.6% $20.85万 加仓
FLNG FLEX LNG LTD $74.06万0.04%26,393 -57-0.2% -$1,599 减仓
BBY BEST BUY INC $74.35万0.04%9,799 -174-1.7% -$1.32万 减仓
VRT VERTIV HOLDINGS CO $74.63万0.04%2,229 -250-10.1% -$8.37万 减仓
KEY KEYCORP $75.29万0.04%32,664 7492.3% $1.73万 加仓
RPV INVESCO EXCHANGE TRADED FD T $75.83万0.04%6,662 931.4% $1.06万 加仓