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 |
|---|---|---|---|---|---|---|---|---|
| CAT | CATERPILLAR INC | $901.66万 | 0.51% | 12,727 | -63 | -0.5% | -$4.46万 | 减仓 |
| META | META PLATFORMS INC | $913.41万 | 0.51% | 15,965 | 578 | 3.8% | $33.07万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $916.15万 | 0.51% | 170,383 | 12,093 | 7.6% | $65.02万 | 加仓 |
| CVX | CHEVRON CORPORATION | $969.53万 | 0.54% | 46,860 | 444 | 1.0% | $9.19万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $969.98万 | 0.54% | 22,207 | 42 | 0.2% | $1.83万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $981.18万 | 0.55% | 255,383 | 4,332 | 1.7% | $16.64万 | 加仓 |
| CODI | COMPASS DIVERSIFIED | $982.13万 | 0.55% | 1,249,530 | -4,778 | -0.4% | -$3.76万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $994.54万 | 0.56% | 155,203 | 19,283 | 14.2% | $123.57万 | 加仓 |
| DGRO | ISHARES TR | $1,012.91万 | 0.57% | 144,330 | -6,993 | -4.6% | -$49.08万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $1,031.22万 | 0.58% | 137,149 | 4,896 | 3.7% | $36.81万 | 加仓 |
| TSLA | TESLA INC | $1,035.56万 | 0.58% | 27,856 | -76 | -0.3% | -$2.83万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,132.10万 | 0.64% | 35,289 | 705 | 2.0% | $22.62万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,145.13万 | 0.64% | 269,190 | 10,497 | 4.1% | $44.65万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,169.14万 | 0.66% | 54,364 | -426 | -0.8% | -$9.16万 | 减仓 |
| NOBL | PROSHARES TR | $1,210.66万 | 0.68% | 114,202 | 1,469 | 1.3% | $15.57万 | 加仓 |
| MINT | PIMCO ETF TR | $1,302.13万 | 0.73% | 129,475 | -332 | -0.3% | -$3.34万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $1,311.07万 | 0.74% | 275,840 | 20,010 | 7.8% | $95.11万 | 加仓 |
| RTX | RTX CORPORATION | $1,410.25万 | 0.79% | 73,108 | 57 | 0.1% | $1.10万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $1,435.42万 | 0.81% | 405,027 | 2,773 | 0.7% | $9.83万 | 加仓 |
| GOOG | ALPHABET INC | $1,474.95万 | 0.83% | 51,417 | -632 | -1.2% | -$18.13万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,494.69万 | 0.84% | 61,148 | -603 | -1.0% | -$14.74万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,586.38万 | 0.89% | 33,105 | -468 | -1.4% | -$22.43万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,599.08万 | 0.90% | 83,320 | 161 | 0.2% | $3.09万 | 加仓 |
| RECS | COLUMBIA ETF TR I | $1,645.74万 | 0.92% | 422,201 | 65,086 | 18.2% | $253.71万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,686.78万 | 0.95% | 85,973 | 1,124 | 1.3% | $22.05万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,815.33万 | 1.02% | 358,690 | 48,813 | 15.8% | $247.04万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,880.80万 | 1.06% | 63,938 | -561 | -0.9% | -$16.50万 | 减仓 |
| ITOT | ISHARES TR | $1,883.68万 | 1.06% | 132,253 | -561 | -0.4% | -$7.99万 | 减仓 |
| LLY | ELI LILLY & CO | $2,136.22万 | 1.20% | 23,226 | 6 | 0.0% | $5,519 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $2,269.75万 | 1.27% | 47,828 | 2,313 | 5.1% | $109.77万 | 加仓 |
| AMZN | AMAZON COM INC | $2,332.76万 | 1.31% | 112,006 | 2,526 | 2.3% | $52.61万 | 加仓 |
| — | EXXON MOBIL CORP | $2,337.64万 | 1.31% | 137,784 | 252 | 0.2% | $4.28万 | 加仓 |
| PYLD | PIMCO ETF TR | $2,489.76万 | 1.40% | 950,289 | 138,572 | 17.1% | $363.06万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $2,541.14万 | 1.43% | 171,583 | 987 | 0.6% | $14.62万 | 加仓 |
| IVV | ISHARES TR | $2,574.47万 | 1.44% | 39,413 | 310 | 0.8% | $20.25万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3,074.15万 | 1.72% | 47,270 | -686 | -1.4% | -$44.61万 | 减仓 |
| GOOGL | ALPHABET INC | $3,214.30万 | 1.80% | 111,778 | -832 | -0.7% | -$23.93万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $3,220.85万 | 1.81% | 184,682 | 2,023 | 1.1% | $35.28万 | 加仓 |
| GLD | SPDR GOLD TR | $3,424.69万 | 1.92% | 79,590 | -2,457 | -3.0% | -$105.72万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $3,651.16万 | 2.05% | 89,557 | -474 | -0.5% | -$19.32万 | 减仓 |
| MSFT | MICROSOFT CORP | $3,898.29万 | 2.19% | 105,311 | 1,151 | 1.1% | $42.61万 | 加仓 |
| QQQ | INVESCO QQQ TR | $5,720.36万 | 3.21% | 99,109 | -37 | -0.0% | -$2.14万 | 减仓 |
| AAPL | APPLE INC | $8,214.65万 | 4.61% | 323,679 | 1,603 | 0.5% | $40.68万 | 加仓 |