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 |
|---|---|---|---|---|---|---|---|---|
| BUXX | EA SERIES TRUST | $155.26万 | 0.09% | 76,692 | 7,435 | 10.7% | $15.05万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $154.95万 | 0.09% | 3,718 | 142 | 4.0% | $5.92万 | 加仓 |
| CVS | CVS HEALTH CORP | $153.58万 | 0.09% | 21,384 | 1,389 | 6.9% | $9.98万 | 加仓 |
| VV | VANGUARD INDEX FDS | $149.54万 | 0.08% | 5,004 | 1,696 | 51.3% | $50.68万 | 加仓 |
| LOW | LOWES COS INC | $148.33万 | 0.08% | 6,278 | 755 | 13.7% | $17.84万 | 加仓 |
| IAU | ISHARES GOLD TR | $147.47万 | 0.08% | 16,727 | 1,556 | 10.3% | $13.72万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $146.95万 | 0.08% | 6,878 | -116 | -1.7% | -$2.48万 | 减仓 |
| — | WEBSTER FINL CORP | $146.09万 | 0.08% | 21,045 | 943 | 4.7% | $6.55万 | 加仓 |
| VOX | VANGUARD WORLD FD | $145.58万 | 0.08% | 8,095 | -187 | -2.3% | -$3.36万 | 减仓 |
| GLW | CORNING INC | $144.40万 | 0.08% | 10,620 | -1,164 | -9.9% | -$15.83万 | 减仓 |
| SWK | STANLEY BLACK & DECKER INC | $141.25万 | 0.08% | 19,878 | -728 | -3.5% | -$5.17万 | 减仓 |
| LB | LANDBRIDGE COMPANY LLC | $140.47万 | 0.08% | 20,343 | 1,261 | 6.6% | $8.71万 | 加仓 |
| NVS | NOVARTIS AG | $138.59万 | 0.08% | 9,073 | 152 | 1.7% | $2.32万 | 加仓 |
| FMDE | FIDELITY COVINGTON TRUST | $138.43万 | 0.08% | 38,495 | 8,846 | 29.8% | $31.81万 | 加仓 |
| BA | BOEING CO | $138.39万 | 0.08% | 6,953 | 804 | 13.1% | $16.00万 | 加仓 |
| KKR | KKR & CO INC | $138.02万 | 0.08% | 14,921 | -396 | -2.6% | -$3.66万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $137.08万 | 0.08% | 4,532 | 193 | 4.4% | $5.84万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $136.32万 | 0.08% | 36,025 | -469 | -1.3% | -$1.77万 | 减仓 |
| AMX | AMERICA MOVIL SAB DE CV | $135.91万 | 0.08% | 53,340 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $135.24万 | 0.08% | 10,322 | 541 | 5.5% | $7.09万 | 加仓 |
| AMAT | APPLIED MATLS INC | $134.84万 | 0.08% | 3,945 | -248 | -5.9% | -$8.48万 | 减仓 |
| CME | CME GROUP INC | $134.74万 | 0.08% | 4,562 | -25 | -0.5% | -$7,384 | 减仓 |
| ES | EVERSOURCE ENERGY | $134.44万 | 0.08% | 19,405 | 532 | 2.8% | $3.69万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $133.83万 | 0.08% | 7,716 | 731 | 10.5% | $12.68万 | 加仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $133.48万 | 0.07% | 28,558 | -274 | -1.0% | -$1.28万 | 减仓 |
| MMM | 3M CO | $133.41万 | 0.07% | 9,186 | -400 | -4.2% | -$5.81万 | 减仓 |
| QCOM | QUALCOMM INC | $132.84万 | 0.07% | 10,315 | -505 | -4.7% | -$6.50万 | 减仓 |
| PFF | ISHARES TR | $132.14万 | 0.07% | 43,582 | 322 | 0.7% | $9,763 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $130.93万 | 0.07% | 6,444 | 52 | 0.8% | $1.06万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $130.13万 | 0.07% | 13,847 | 1,014 | 7.9% | $9.53万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $129.49万 | 0.07% | 16,800 | -1,594 | -8.7% | -$12.29万 | 减仓 |
| IXN | ISHARES TR | $129.40万 | 0.07% | 12,944 | 0 | 0.0% | — | 不变 |
| EVSM | MORGAN STANLEY ETF TRUST | $129.01万 | 0.07% | 25,705 | 5,550 | 27.5% | $27.86万 | 加仓 |
| CSX | CSX CORP | $128.79万 | 0.07% | 31,374 | 252 | 0.8% | $1.03万 | 加仓 |
| XOP | SPDR SERIES TRUST | $128.20万 | 0.07% | 7,051 | -415 | -5.6% | -$7.55万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $128.10万 | 0.07% | 10,433 | 2,794 | 36.6% | $34.31万 | 加仓 |
| VCR | VANGUARD WORLD FD | $126.43万 | 0.07% | 3,522 | 31 | 0.9% | $1.11万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $125.26万 | 0.07% | 21,309 | -1,564 | -6.8% | -$9.19万 | 减仓 |
| MTB | M & T BK CORP | $124.95万 | 0.07% | 6,044 | -427 | -6.6% | -$8.83万 | 减仓 |
| PPG | PPG INDS INC | $124.04万 | 0.07% | 11,606 | -83 | -0.7% | -$8,871 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $123.90万 | 0.07% | 7,661 | 970 | 14.5% | $15.69万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $123.79万 | 0.07% | 4,313 | -348 | -7.5% | -$9.99万 | 减仓 |
| PBT | PERMIAN BASIN RTY TR | $123.69万 | 0.07% | 57,477 | -1,700 | -2.9% | -$3.66万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $122.67万 | 0.07% | 4,223 | -513 | -10.8% | -$14.90万 | 减仓 |
| VCRB | VANGUARD MALVERN FDS | $121.54万 | 0.07% | 15,707 | 5,976 | 61.4% | $46.24万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $121.50万 | 0.07% | 35,980 | 150 | 0.4% | $5,066 | 加仓 |
| SMDV | PROSHARES TR | $121.49万 | 0.07% | 17,660 | -1,116 | -5.9% | -$7.68万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $121.43万 | 0.07% | 6,590 | 635 | 10.7% | $11.70万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $121.31万 | 0.07% | 19,354 | -7,687 | -28.4% | -$48.18万 | 减仓 |
| MDT | MEDTRONIC PLC | $119.78万 | 0.07% | 13,824 | -584 | -4.1% | -$5.06万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $119.29万 | 0.07% | 13,997 | -313 | -2.2% | -$2.67万 | 减仓 |
| DHR | DANAHER CORP DEL | $119.14万 | 0.07% | 6,284 | 849 | 15.6% | $16.10万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $118.05万 | 0.07% | 15,056 | 80 | 0.5% | $6,273 | 加仓 |
| IYW | ISHARES TR | $116.98万 | 0.07% | 6,448 | -1 | -0.0% | -$181 | 减仓 |
| PSX | PHILLIPS 66 | $115.93万 | 0.07% | 6,363 | -201 | -3.1% | -$3.66万 | 减仓 |
| EBC | EASTERN BANKSHARES INC | $114.25万 | 0.06% | 58,409 | -1,162 | -2.0% | -$2.27万 | 减仓 |
| SPYX | SPDR SERIES TRUST | $113.88万 | 0.06% | 21,475 | -2,137 | -9.1% | -$11.33万 | 减仓 |
| WELL | WELLTOWER INC | $113.80万 | 0.06% | 5,756 | 1,966 | 51.9% | $38.87万 | 加仓 |
| VSDM | VANGUARD MUN BD FDS | $113.12万 | 0.06% | 14,827 | 312 | 2.1% | $2.38万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $111.51万 | 0.06% | 28,447 | -120 | -0.4% | -$4,704 | 减仓 |
| YUM | YUM BRANDS INC | $110.58万 | 0.06% | 7,112 | 445 | 6.7% | $6.92万 | 加仓 |
| SYK | STRYKER CORPORATION | $110.32万 | 0.06% | 3,357 | 36 | 1.1% | $1.18万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $109.64万 | 0.06% | 19,021 | 525 | 2.8% | $3.03万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $109.30万 | 0.06% | 1,221 | 49 | 4.2% | $4.39万 | 加仓 |
| — | ETF OPPORTUNITIES TRUST | $109.00万 | 0.06% | 40,946 | 40,946 | — | $109.00万 | 新建仓 |
| FTEC | FIDELITY COVINGTON TRUST | $108.93万 | 0.06% | 5,236 | -99 | -1.9% | -$2.06万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $108.90万 | 0.06% | 7,814 | 90 | 1.2% | $1.25万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $108.03万 | 0.06% | 32,217 | -1,888 | -5.5% | -$6.33万 | 减仓 |
| MS | MORGAN STANLEY | $108.00万 | 0.06% | 6,562 | 81 | 1.2% | $1.33万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $107.69万 | 0.06% | 8,215 | 75 | 0.9% | $9,831 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $107.26万 | 0.06% | 255 | 29 | 12.8% | $12.20万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $106.68万 | 0.06% | 36,176 | 2,558 | 7.6% | $7.54万 | 加仓 |
| ISTB | ISHARES TR | $106.27万 | 0.06% | 21,929 | 579 | 2.7% | $2.81万 | 加仓 |
| IBB | ISHARES TR | $106.12万 | 0.06% | 6,285 | -27 | -0.4% | -$4,559 | 减仓 |
| IQQQ | PROSHARES TR | $105.25万 | 0.06% | 25,245 | 1,490 | 6.3% | $6.21万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $104.48万 | 0.06% | 7,553 | 156 | 2.1% | $2.16万 | 加仓 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $104.45万 | 0.06% | 15,881 | 58 | 0.4% | $3,815 | 加仓 |
| GDXJ | VANECK ETF TRUST | $103.58万 | 0.06% | 8,629 | -1,644 | -16.0% | -$19.73万 | 减仓 |
| MGK | VANGUARD WORLD FD | $103.35万 | 0.06% | 2,813 | -130 | -4.4% | -$4.78万 | 减仓 |
| PAVE | GLOBAL X FDS | $103.19万 | 0.06% | 20,308 | -89 | -0.4% | -$4,522 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $103.04万 | 0.06% | 3,150 | 221 | 7.5% | $7.23万 | 加仓 |
| MOAT | VANECK ETF TRUST | $102.83万 | 0.06% | 10,634 | -3,117 | -22.7% | -$30.14万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $102.69万 | 0.06% | 18,496 | 1,915 | 11.5% | $10.63万 | 加仓 |
| DB | DEUTSCHE BK AG | $101.98万 | 0.06% | 34,246 | 12,758 | 59.4% | $37.99万 | 加仓 |
| BIL | SPDR SERIES TRUST | $101.38万 | 0.06% | 11,062 | 679 | 6.5% | $6.22万 | 加仓 |
| FTSD | FRANKLIN ETF TR | $101.20万 | 0.06% | 11,148 | 2,053 | 22.6% | $18.64万 | 加仓 |
| — | CLEARWAY ENERGY INC | $101.03万 | 0.06% | 25,792 | -2,240 | -8.0% | -$8.77万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $100.72万 | 0.06% | 6,870 | -332 | -4.6% | -$4.87万 | 减仓 |
| AZN | ASTRAZENECA PLC | $100.43万 | 0.06% | 5,122 | 5,122 | — | $100.43万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $99.93万 | 0.06% | 18,488 | 491 | 2.7% | $2.65万 | 加仓 |
| ENB | ENBRIDGE INC | $99.90万 | 0.06% | 18,453 | -1,087 | -5.6% | -$5.88万 | 减仓 |
| IJT | ISHARES TR | $99.87万 | 0.06% | 6,902 | 51 | 0.7% | $7,380 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $99.68万 | 0.06% | 13,858 | -776 | -5.3% | -$5.58万 | 减仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $99.29万 | 0.06% | 69,530 | -621 | -0.9% | -$8,868 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $99.11万 | 0.06% | 16,791 | -481 | -2.8% | -$2.84万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $98.67万 | 0.06% | 25,390 | 5,601 | 28.3% | $21.77万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $97.49万 | 0.05% | 3,330 | -151 | -4.3% | -$4.42万 | 减仓 |
| CRM | SALESFORCE INC | $97.25万 | 0.05% | 5,210 | -220 | -4.1% | -$4.11万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $96.98万 | 0.05% | 10,506 | -3 | -0.0% | -$277 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $96.95万 | 0.05% | 10,050 | 363 | 3.7% | $3.50万 | 加仓 |