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 |
|---|---|---|---|---|---|---|---|---|
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -5,000 | -100.0% | -$91.94万 | 清仓 |
| CLOZ | SERIES PORTFOLIOS TR | $0 | 0.00% | 0 | -32,962 | -100.0% | -$87.28万 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -14,602 | -100.0% | -$60.89万 | 清仓 |
| TEAM | ATLASSIAN CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PINK | SIMPLIFY EXCHANGE TRADED FUN | $0 | 0.00% | 0 | -13,561 | -100.0% | -$49.63万 | 清仓 |
| FUTY | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -8,581 | -100.0% | -$47.39万 | 清仓 |
| VTEI | VANGUARD MUN BD FDS | $0 | 0.00% | 0 | -4,011 | -100.0% | -$40.44万 | 清仓 |
| TLH | ISHARES TR | $0 | 0.00% | 0 | -3,743 | -100.0% | -$38.05万 | 清仓 |
| EXPE | EXPEDIA GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PPL | PPL CORP | $0 | 0.00% | 0 | -10,337 | -100.0% | -$36.20万 | 清仓 |
| GBDC | GOLUB CAP BDC INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ZS | ZSCALER INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WRBY | WARBY PARKER INC | $0 | 0.00% | 0 | -14,191 | -100.0% | -$30.92万 | 清仓 |
| RBLX | ROBLOX CORP | $0 | 0.00% | 0 | -3,532 | -100.0% | -$28.62万 | 清仓 |
| MEDP | MEDPACE HLDGS INC | $0 | 0.00% | 0 | -487 | -100.0% | -$27.35万 | 清仓 |
| XHB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,620 | -100.0% | -$26.98万 | 清仓 |
| DEO | DIAGEO PLC | $0 | 0.00% | 0 | -3,051 | -100.0% | -$26.32万 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XME | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,477 | -100.0% | -$25.67万 | 清仓 |
| LVS | LAS VEGAS SANDS CORP | $0 | 0.00% | 0 | -3,893 | -100.0% | -$25.34万 | 清仓 |
| VRSK | VERISK ANALYTICS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TKO | TKO GROUP HOLDINGS INC | $0 | 0.00% | 0 | -1,174 | -100.0% | -$24.53万 | 清仓 |
| SNPS | SYNOPSYS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NVO | NOVO-NORDISK A S | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FNF | FIDELITY NATIONAL FINANCIAL | $0 | 0.00% | 0 | -4,437 | -100.0% | -$24.22万 | 清仓 |
| A | AGILENT TECHNOLOGIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CTAS | CINTAS CORP | $0 | 0.00% | 0 | -1,280 | -100.0% | -$24.07万 | 清仓 |
| PRU | PRUDENTIAL FINL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TSCO | TRACTOR SUPPLY CO | $0 | 0.00% | 0 | -4,656 | -100.0% | -$23.28万 | 清仓 |
| SCHG | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MKTX | MARKETAXESS HLDGS INC | $0 | 0.00% | 0 | -1,247 | -100.0% | -$22.60万 | 清仓 |
| VLTO | VERALTO CORP | $0 | 0.00% | 0 | -2,232 | -100.0% | -$22.27万 | 清仓 |
| — | TOPBUILD CORP | $0 | 0.00% | 0 | -525 | -100.0% | -$21.90万 | 清仓 |
| VRSN | VERISIGN INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LYFT | LYFT INC | $0 | 0.00% | 0 | -11,238 | -100.0% | -$21.77万 | 清仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -1,945 | -100.0% | -$21.13万 | 清仓 |
| TTEQ | T ROWE PRICE ETF INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AVAV | AEROVIRONMENT INC | $0 | 0.00% | 0 | -837 | -100.0% | -$20.25万 | 清仓 |
| EG | EVEREST GROUP LTD | $0 | 0.00% | 0 | -595 | -100.0% | -$20.19万 | 清仓 |
| RSG | REPUBLIC SVCS INC | $0 | 0.00% | 0 | -952 | -100.0% | -$20.17万 | 清仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $0 | 0.00% | 0 | -10,502 | -100.0% | -$13.95万 | 清仓 |
| ADT | ADT INC DEL | $0 | 0.00% | 0 | -14,681 | -100.0% | -$11.85万 | 清仓 |
| JBLU | JETBLUE AWYS CORP | $0 | 0.00% | 0 | -23,504 | -100.0% | -$10.69万 | 清仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UAA | UNDER ARMOUR INC | $0 | 0.00% | 0 | -12,627 | -100.0% | -$6.28万 | 清仓 |
| RXRX | RECURSION PHARMACEUTICALS IN | $0 | 0.00% | 0 | -14,942 | -100.0% | -$6.11万 | 清仓 |
| — | ABRDN GLOBAL PREMIER PPTYS F | $0 | 0.00% | 0 | -11,466 | -100.0% | -$4.40万 | 清仓 |
| — | ALIGHT INC | $8,840 | 0.00% | 15,171 | 15,171 | — | $8,840 | 新建仓 |
| — | BEYOND MEAT INC | $1.54万 | 0.00% | 21,892 | 21,892 | — | $1.54万 | 新建仓 |
| COTY | COTY INC | $2.05万 | 0.00% | 10,186 | 10,186 | — | $2.05万 | 新建仓 |
| — | COGNITION THERAPEUTICS INC | $3.04万 | 0.00% | 40,000 | 20,000 | 100.0% | $1.52万 | 加仓 |
| CLVT | CLARIVATE PLC | $3.60万 | 0.00% | 14,215 | 1,487 | 11.7% | $3,762 | 加仓 |
| RBBN | RIBBON COMMUNICATIONS INC | $5.23万 | 0.00% | 24,661 | 143 | 0.6% | $303 | 加仓 |
| AUR | AURORA INNOVATION INC | $5.57万 | 0.00% | 13,524 | 13,524 | — | $5.57万 | 新建仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $6.05万 | 0.00% | 10,089 | 10,089 | — | $6.05万 | 新建仓 |
| — | IMMUCELL CORP | $6.96万 | 0.00% | 11,000 | 0 | 0.0% | — | 不变 |
| CRMD | CORMEDIX INC | $8.09万 | 0.00% | 11,919 | 1,208 | 11.3% | $8,202 | 加仓 |
| — | INTELLINETICS INC | $8.45万 | 0.00% | 11,338 | 0 | 0.0% | — | 不变 |
| QUBT | QUANTUM COMPUTING INC | $9.67万 | 0.01% | 14,120 | 1,979 | 16.3% | $1.36万 | 加仓 |
| — | SPRUCE POWER HOLDING CORP | $9.90万 | 0.01% | 24,137 | 0 | 0.0% | — | 不变 |
| — | COLUMBIA ETF TR I | $10.16万 | 0.01% | 10,443 | 10,443 | — | $10.16万 | 新建仓 |
| CNH | CNH INDL N V | $11.05万 | 0.01% | 10,045 | -1,983 | -16.5% | -$2.18万 | 减仓 |
| AGNC | AGNC INVT CORP | $11.17万 | 0.01% | 11,134 | 11,134 | — | $11.17万 | 新建仓 |
| — | EAGLE POINT CREDIT COMPANY I | $11.43万 | 0.01% | 30,408 | 7,524 | 32.9% | $2.83万 | 加仓 |
| PMT | PENNYMAC MTG INVT TR | $11.95万 | 0.01% | 10,245 | 29 | 0.3% | $338 | 加仓 |
| MHD | BLACKROCK MUNIHOLDINGS FD IN | $12.97万 | 0.01% | 11,500 | 0 | 0.0% | — | 不变 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $13.27万 | 0.01% | 11,995 | -19,305 | -61.7% | -$21.35万 | 减仓 |
| DNP | DNP SELECT INCOME FD INC | $14.10万 | 0.01% | 13,685 | -364 | -2.6% | -$3,749 | 减仓 |
| BBLU | EA SERIES TRUST | $15.54万 | 0.01% | 10,527 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC | $15.94万 | 0.01% | 10,188 | -2,006 | -16.5% | -$3.14万 | 减仓 |
| SAIL | SAILPOINT INC | $16.14万 | 0.01% | 12,192 | -984 | -7.5% | -$1.30万 | 减仓 |
| GNL | GLOBAL NET LEASE INC | $16.85万 | 0.01% | 18,005 | 1,577 | 9.6% | $1.48万 | 加仓 |
| WNEB | WESTERN NEW ENG BANCORP INC | $17.63万 | 0.01% | 13,633 | 6 | 0.0% | $78 | 加仓 |
| RITM | RITHM CAPITAL CORP | $17.71万 | 0.01% | 18,681 | -1,018 | -5.2% | -$9,651 | 减仓 |
| — | EATON VANCE TAX MNGED BUY WR | $18.24万 | 0.01% | 12,650 | 0 | 0.0% | — | 不变 |
| — | PENNANTPARK INVT CORP | $18.27万 | 0.01% | 40,696 | 0 | 0.0% | — | 不变 |
| BGB | BLACKSTONE STRATEGIC CRED 20 | $18.56万 | 0.01% | 16,646 | 2 | 0.0% | $22 | 加仓 |
| TRIP | TRIPADVISOR INC | $18.89万 | 0.01% | 17,724 | -140 | -0.8% | -$1,492 | 减仓 |
| OCSL | OAKTREE SPECIALTY LENDING | $19.23万 | 0.01% | 17,016 | 16 | 0.1% | $181 | 加仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $20.04万 | 0.01% | 4,855 | 182 | 3.9% | $7,512 | 加仓 |
| SPYM | SPDR SERIES TRUST | $20.05万 | 0.01% | 2,619 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $20.08万 | 0.01% | 730 | -155 | -17.5% | -$4.26万 | 减仓 |
| EXE | EXPAND ENERGY CORPORATION | $20.08万 | 0.01% | 1,829 | 1,829 | — | $20.08万 | 新建仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $20.08万 | 0.01% | 3,003 | 0 | 0.0% | — | 不变 |
| KDP | KEURIG DR PEPPER INC | $20.13万 | 0.01% | 7,646 | 256 | 3.5% | $6,740 | 加仓 |
| RWK | INVESCO EXCH TRADED FD TR II | $20.16万 | 0.01% | 1,572 | -66 | -4.0% | -$8,465 | 重新持有 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $20.17万 | 0.01% | 4,378 | 4,378 | — | $20.17万 | 新建仓 |
| DYNF | BLACKROCK ETF TRUST | $20.37万 | 0.01% | 3,500 | 13 | 0.4% | $756 | 加仓 |
| DXCM | DEXCOM INC | $20.45万 | 0.01% | 3,256 | 175 | 5.7% | $1.10万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $20.50万 | 0.01% | 2,070 | 2,070 | — | $20.50万 | 新建仓 |
| WASH | WASHINGTON TR BANCORP INC | $20.58万 | 0.01% | 6,151 | 6,151 | — | $20.58万 | 新建仓 |
| HOOD | ROBINHOOD MKTS INC | $20.60万 | 0.01% | 2,973 | -338 | -10.2% | -$2.34万 | 减仓 |
| BCE | BCE INC | $20.65万 | 0.01% | 8,205 | -1,141 | -12.2% | -$2.87万 | 减仓 |
| — | PROSHARES TR | $20.67万 | 0.01% | 4,555 | -803 | -15.0% | -$3.64万 | 减仓 |
| RDIV | INVESCO EXCH TRADED FD TR II | $20.71万 | 0.01% | 3,720 | 3,720 | — | $20.71万 | 新建仓 |
| VFMF | VANGUARD WELLINGTON FD | $20.76万 | 0.01% | 1,338 | -24 | -1.8% | -$3,723 | 减仓 |
| OMF | ONEMAIN HLDGS INC | $20.78万 | 0.01% | 3,884 | -337 | -8.0% | -$1.80万 | 减仓 |
| GUNR | FLEXSHARES TR | $20.80万 | 0.01% | 3,771 | 3,771 | — | $20.80万 | 新建仓 |