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 |
|---|---|---|---|---|---|---|---|---|
| PBT | PERMIAN BASIN RTY TR | $123.69万 | 0.07% | 57,477 | -1,700 | -2.9% | -$3.66万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $123.79万 | 0.07% | 4,313 | -348 | -7.5% | -$9.99万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $123.90万 | 0.07% | 7,661 | 970 | 14.5% | $15.69万 | 加仓 |
| PPG | PPG INDS INC | $124.04万 | 0.07% | 11,606 | -83 | -0.7% | -$8,871 | 减仓 |
| MTB | M & T BK CORP | $124.95万 | 0.07% | 6,044 | -427 | -6.6% | -$8.83万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $125.26万 | 0.07% | 21,309 | -1,564 | -6.8% | -$9.19万 | 减仓 |
| VCR | VANGUARD WORLD FD | $126.43万 | 0.07% | 3,522 | 31 | 0.9% | $1.11万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $128.10万 | 0.07% | 10,433 | 2,794 | 36.6% | $34.31万 | 加仓 |
| XOP | SPDR SERIES TRUST | $128.20万 | 0.07% | 7,051 | -415 | -5.6% | -$7.55万 | 减仓 |
| CSX | CSX CORP | $128.79万 | 0.07% | 31,374 | 252 | 0.8% | $1.03万 | 加仓 |
| EVSM | MORGAN STANLEY ETF TRUST | $129.01万 | 0.07% | 25,705 | 5,550 | 27.5% | $27.86万 | 加仓 |
| IXN | ISHARES TR | $129.40万 | 0.07% | 12,944 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $129.49万 | 0.07% | 16,800 | -1,594 | -8.7% | -$12.29万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $130.13万 | 0.07% | 13,847 | 1,014 | 7.9% | $9.53万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $130.93万 | 0.07% | 6,444 | 52 | 0.8% | $1.06万 | 加仓 |
| PFF | ISHARES TR | $132.14万 | 0.07% | 43,582 | 322 | 0.7% | $9,763 | 加仓 |
| QCOM | QUALCOMM INC | $132.84万 | 0.07% | 10,315 | -505 | -4.7% | -$6.50万 | 减仓 |
| MMM | 3M CO | $133.41万 | 0.07% | 9,186 | -400 | -4.2% | -$5.81万 | 减仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $133.48万 | 0.07% | 28,558 | -274 | -1.0% | -$1.28万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $133.83万 | 0.08% | 7,716 | 731 | 10.5% | $12.68万 | 加仓 |
| ES | EVERSOURCE ENERGY | $134.44万 | 0.08% | 19,405 | 532 | 2.8% | $3.69万 | 加仓 |
| CME | CME GROUP INC | $134.74万 | 0.08% | 4,562 | -25 | -0.5% | -$7,384 | 减仓 |
| AMAT | APPLIED MATLS INC | $134.84万 | 0.08% | 3,945 | -248 | -5.9% | -$8.48万 | 减仓 |
| EMR | EMERSON ELEC CO | $135.24万 | 0.08% | 10,322 | 541 | 5.5% | $7.09万 | 加仓 |
| AMX | AMERICA MOVIL SAB DE CV | $135.91万 | 0.08% | 53,340 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $136.32万 | 0.08% | 36,025 | -469 | -1.3% | -$1.77万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $137.08万 | 0.08% | 4,532 | 193 | 4.4% | $5.84万 | 加仓 |
| KKR | KKR & CO INC | $138.02万 | 0.08% | 14,921 | -396 | -2.6% | -$3.66万 | 减仓 |
| BA | BOEING CO | $138.39万 | 0.08% | 6,953 | 804 | 13.1% | $16.00万 | 加仓 |
| FMDE | FIDELITY COVINGTON TRUST | $138.43万 | 0.08% | 38,495 | 8,846 | 29.8% | $31.81万 | 加仓 |
| NVS | NOVARTIS AG | $138.59万 | 0.08% | 9,073 | 152 | 1.7% | $2.32万 | 加仓 |
| LB | LANDBRIDGE COMPANY LLC | $140.47万 | 0.08% | 20,343 | 1,261 | 6.6% | $8.71万 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC | $141.25万 | 0.08% | 19,878 | -728 | -3.5% | -$5.17万 | 减仓 |
| GLW | CORNING INC | $144.40万 | 0.08% | 10,620 | -1,164 | -9.9% | -$15.83万 | 减仓 |
| VOX | VANGUARD WORLD FD | $145.58万 | 0.08% | 8,095 | -187 | -2.3% | -$3.36万 | 减仓 |
| — | WEBSTER FINL CORP | $146.09万 | 0.08% | 21,045 | 943 | 4.7% | $6.55万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $146.95万 | 0.08% | 6,878 | -116 | -1.7% | -$2.48万 | 减仓 |
| IAU | ISHARES GOLD TR | $147.47万 | 0.08% | 16,727 | 1,556 | 10.3% | $13.72万 | 加仓 |
| LOW | LOWES COS INC | $148.33万 | 0.08% | 6,278 | 755 | 13.7% | $17.84万 | 加仓 |
| VV | VANGUARD INDEX FDS | $149.54万 | 0.08% | 5,004 | 1,696 | 51.3% | $50.68万 | 加仓 |
| CVS | CVS HEALTH CORP | $153.58万 | 0.09% | 21,384 | 1,389 | 6.9% | $9.98万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $154.95万 | 0.09% | 3,718 | 142 | 4.0% | $5.92万 | 加仓 |
| BUXX | EA SERIES TRUST | $155.26万 | 0.09% | 76,692 | 7,435 | 10.7% | $15.05万 | 加仓 |
| ILCG | ISHARES TR | $158.20万 | 0.09% | 16,569 | 50 | 0.3% | $4,774 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $160.03万 | 0.09% | 32,415 | -714 | -2.2% | -$3.53万 | 减仓 |
| FIDU | FIDELITY COVINGTON TRUST | $160.40万 | 0.09% | 18,540 | 2,249 | 13.8% | $19.46万 | 加仓 |
| FELV | FIDELITY COVINGTON TRUST | $161.55万 | 0.09% | 46,275 | -1,184 | -2.5% | -$4.13万 | 减仓 |
| WFC | WELLS FARGO & CO | $161.81万 | 0.09% | 20,325 | -1,129 | -5.3% | -$8.99万 | 减仓 |
| WM | WASTE MGMT INC DEL | $162.55万 | 0.09% | 7,074 | -160 | -2.2% | -$3.68万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $163.52万 | 0.09% | 8,038 | 821 | 11.4% | $16.70万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $165.66万 | 0.09% | 2,686 | -23 | -0.8% | -$1.42万 | 减仓 |
| APH | AMPHENOL CORP | $166.05万 | 0.09% | 13,142 | -495 | -3.6% | -$6.25万 | 减仓 |
| ITA | ISHARES TR | $166.15万 | 0.09% | 7,595 | 71 | 0.9% | $1.55万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $168.89万 | 0.09% | 14,237 | -3,347 | -19.0% | -$39.70万 | 减仓 |
| VAW | VANGUARD WORLD FD | $174.52万 | 0.10% | 7,745 | -129 | -1.6% | -$2.91万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $174.73万 | 0.10% | 96,963 | -6,999 | -6.7% | -$12.61万 | 减仓 |
| VDE | VANGUARD WORLD FD | $176.99万 | 0.10% | 10,228 | -250 | -2.4% | -$4.33万 | 减仓 |
| VHT | VANGUARD WORLD FD | $177.87万 | 0.10% | 6,531 | 13 | 0.2% | $3,541 | 加仓 |
| CB | CHUBB LTD SWITZ | $181.52万 | 0.10% | 5,569 | 48 | 0.9% | $1.56万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $181.77万 | 0.10% | 22,051 | 1 | 0.0% | $82 | 加仓 |
| COP | CONOCOPHILLIPS | $183.55万 | 0.10% | 13,906 | -877 | -5.9% | -$11.58万 | 减仓 |
| QUAL | ISHARES TR | $187.41万 | 0.11% | 9,771 | 180 | 1.9% | $3.45万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $187.47万 | 0.11% | 21,193 | 239 | 1.1% | $2.11万 | 加仓 |
| LIN | LINDE PLC | $189.20万 | 0.11% | 3,816 | -70 | -1.8% | -$3.47万 | 减仓 |
| INTC | INTEL CORP | $193.61万 | 0.11% | 43,874 | -4,571 | -9.4% | -$20.17万 | 减仓 |
| ADBE | ADOBE INC | $194.88万 | 0.11% | 8,017 | 313 | 4.1% | $7.61万 | 加仓 |
| SLV | ISHARES SILVER TR | $196.97万 | 0.11% | 28,907 | -11,476 | -28.4% | -$78.20万 | 减仓 |
| GQGU | ADVISORS INNER CIRCLE FD III | $197.99万 | 0.11% | 73,576 | 12,920 | 21.3% | $34.77万 | 加仓 |
| ALL | ALLSTATE CORP | $198.49万 | 0.11% | 9,573 | 293 | 3.2% | $6.08万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $199.67万 | 0.11% | 3,996 | -65 | -1.6% | -$3.25万 | 减仓 |
| IVE | ISHARES TR | $200.64万 | 0.11% | 9,502 | 21 | 0.2% | $4,434 | 加仓 |
| C | CITIGROUP INC | $200.93万 | 0.11% | 17,717 | 181 | 1.0% | $2.05万 | 加仓 |
| O | REALTY INCOME CORP | $201.40万 | 0.11% | 32,919 | 1,683 | 5.4% | $10.30万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $206.80万 | 0.12% | 7,643 | -475 | -5.9% | -$12.85万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $207.70万 | 0.12% | 26,201 | 1,105 | 4.4% | $8.76万 | 加仓 |
| FUND | SPROTT FOCUS TR INC | $208.53万 | 0.12% | 218,586 | 994 | 0.5% | $9,483 | 加仓 |
| VFH | VANGUARD WORLD FD | $209.60万 | 0.12% | 17,350 | -438 | -2.5% | -$5.29万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $210.56万 | 0.12% | 16,081 | -306 | -1.9% | -$4.01万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $212.53万 | 0.12% | 10,214 | -125 | -1.2% | -$2.60万 | 减仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $212.82万 | 0.12% | 16,215 | 63 | 0.4% | $8,269 | 加仓 |
| DIS | DISNEY WALT CO | $221.19万 | 0.12% | 22,949 | -608 | -2.6% | -$5.86万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $222.07万 | 0.12% | 39,437 | -1,552 | -3.8% | -$8.74万 | 减仓 |
| IWB | ISHARES TR | $225.24万 | 0.13% | 6,317 | -29 | -0.5% | -$1.03万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $231.79万 | 0.13% | 7,947 | 15 | 0.2% | $4,375 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $232.56万 | 0.13% | 65,124 | 2,275 | 3.6% | $8.12万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $233.49万 | 0.13% | 15,962 | 2,080 | 15.0% | $30.43万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $234.92万 | 0.13% | 5,072 | 3 | 0.1% | $1,389 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $236.51万 | 0.13% | 11,606 | -455 | -3.8% | -$9.27万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $237.15万 | 0.13% | 77,299 | 22,364 | 40.7% | $68.61万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $239.91万 | 0.13% | 19,123 | -43 | -0.2% | -$5,395 | 减仓 |
| AMGN | AMGEN INC | $241.52万 | 0.14% | 6,864 | -115 | -1.6% | -$4.05万 | 减仓 |
| TCHP | T ROWE PRICE ETF INC | $245.80万 | 0.14% | 55,636 | 4,670 | 9.2% | $20.63万 | 加仓 |
| NFLT | ETFIS SER TR I | $247.68万 | 0.14% | 108,870 | 26,151 | 31.6% | $59.49万 | 加仓 |
| SOXX | ISHARES TR | $251.54万 | 0.14% | 7,654 | -213 | -2.7% | -$7.00万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $252.95万 | 0.14% | 24,637 | -745 | -2.9% | -$7.65万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $254.00万 | 0.14% | 22,928 | 801 | 3.6% | $8.87万 | 加仓 |
| ISPY | PROSHARES TR | $255.11万 | 0.14% | 58,849 | 3,016 | 5.4% | $13.07万 | 加仓 |
| RAAX | VANECK ETF TRUST | $259.77万 | 0.15% | 63,809 | 2,000 | 3.2% | $8.14万 | 加仓 |
| CI | THE CIGNA GROUP | $260.75万 | 0.15% | 9,775 | 183 | 1.9% | $4.88万 | 加仓 |
| T | AT&T INC | $261.92万 | 0.15% | 90,347 | 2,501 | 2.8% | $7.25万 | 加仓 |