Essex Financial Services, Inc.
ESSEX CT · SEC CIK 0001315785
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| GBIL | GOLDMAN SACHS ETF TR | $178.28万 | 0.09% | 17,800 | 10,788 | 153.9% | $108.05万 | 加仓 |
| FFLC | FIDELITY COVINGTON TRUST | $178.12万 | 0.09% | 30,237 | 30,237 | — | $178.12万 | 新建仓 |
| VAW | VANGUARD WORLD FD | $177.69万 | 0.09% | 7,766 | 21 | 0.3% | $4,805 | 加仓 |
| ANET | ARISTA NETWORKS INC | $177.61万 | 0.09% | 10,455 | 22 | 0.2% | $3,737 | 加仓 |
| ARCC | ARES CAPITAL CORP | $177.26万 | 0.09% | 95,662 | -1,301 | -1.3% | -$2.41万 | 减仓 |
| QCOM | QUALCOMM INC | $174.92万 | 0.09% | 9,466 | -849 | -8.2% | -$15.69万 | 减仓 |
| DTCR | GLOBAL X FDS | $174.05万 | 0.09% | 57,309 | 29,940 | 109.4% | $90.93万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $173.04万 | 0.09% | 32,278 | -137 | -0.4% | -$7,345 | 减仓 |
| FFLG | FIDELITY COVINGTON TRUST | $171.77万 | 0.09% | 49,529 | 49,529 | — | $171.77万 | 新建仓 |
| ITA | ISHARES TR | $171.04万 | 0.09% | 7,056 | -539 | -7.1% | -$13.07万 | 减仓 |
| WFC | WELLS FARGO & CO | $169.95万 | 0.08% | 20,566 | 241 | 1.2% | $1.99万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $169.63万 | 0.08% | 18,879 | -475 | -2.5% | -$4.27万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $168.13万 | 0.08% | 3,423 | -295 | -7.9% | -$14.49万 | 减仓 |
| WM | WASTE MGMT INC DEL | $167.80万 | 0.08% | 7,529 | 455 | 6.4% | $10.14万 | 加仓 |
| FMDE | FIDELITY COVINGTON TRUST | $167.60万 | 0.08% | 41,300 | 2,805 | 7.3% | $11.38万 | 加仓 |
| SAMT | ADVISORS INNER CIRCLE FD III | $164.99万 | 0.08% | 34,564 | 21,269 | 160.0% | $101.53万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $163.77万 | 0.08% | 5,735 | 499 | 9.5% | $14.25万 | 加仓 |
| BUXX | EA SERIES TRUST | $162.18万 | 0.08% | 80,126 | 3,434 | 4.5% | $6.95万 | 加仓 |
| EVSM | MORGAN STANLEY ETF TRUST | $160.83万 | 0.08% | 31,967 | 6,262 | 24.4% | $31.50万 | 加仓 |
| ADBE | ADOBE INC | $160.24万 | 0.08% | 7,816 | -201 | -2.5% | -$4.12万 | 减仓 |
| IYW | ISHARES TR | $157.75万 | 0.08% | 6,254 | -194 | -3.0% | -$4.89万 | 减仓 |
| COP | CONOCOPHILLIPS | $154.79万 | 0.08% | 14,890 | 984 | 7.1% | $10.23万 | 加仓 |
| SLV | ISHARES SILVER TR | $153.73万 | 0.08% | 28,751 | -156 | -0.5% | -$8,341 | 减仓 |
| VDE | VANGUARD WORLD FD | $153.61万 | 0.08% | 10,232 | 4 | 0.0% | $600 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $153.11万 | 0.08% | 4,526 | -6 | -0.1% | -$2,030 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $152.79万 | 0.08% | 18,522 | 8,793 | 90.4% | $72.53万 | 加仓 |
| BA | BOEING CO | $151.66万 | 0.08% | 7,006 | 53 | 0.8% | $1.15万 | 加仓 |
| ES | EVERSOURCE ENERGY | $151.12万 | 0.08% | 20,910 | 1,505 | 7.8% | $10.88万 | 加仓 |
| LB | LANDBRIDGE COMPANY LLC | $149.86万 | 0.07% | 18,912 | -1,431 | -7.0% | -$11.34万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $149.40万 | 0.07% | 12,556 | 4,037 | 47.4% | $48.04万 | 加仓 |
| VOX | VANGUARD WORLD FD | $149.17万 | 0.07% | 8,109 | 14 | 0.2% | $2,575 | 加仓 |
| MTB | M & T BK CORP | $149.07万 | 0.07% | 6,263 | 219 | 3.6% | $5.21万 | 加仓 |
| MMM | 3M CO | $147.18万 | 0.07% | 9,090 | -96 | -1.0% | -$1.55万 | 减仓 |
| REVS | COLUMBIA ETF TR I | $146.69万 | 0.07% | 46,656 | 17,353 | 59.2% | $54.56万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $145.94万 | 0.07% | 7,879 | 218 | 2.8% | $4.04万 | 加仓 |
| EMR | EMERSON ELEC CO | $145.86万 | 0.07% | 10,190 | -132 | -1.3% | -$1.89万 | 减仓 |
| IQQQ | PROSHARES TR | $143.83万 | 0.07% | 28,312 | 3,067 | 12.1% | $15.58万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $143.58万 | 0.07% | 32,367 | 6,977 | 27.5% | $30.95万 | 加仓 |
| FEGE | RBB FUND TRUST | $143.38万 | 0.07% | 29,310 | 14,666 | 100.2% | $71.75万 | 加仓 |
| CSX | CSX CORP | $143.33万 | 0.07% | 30,155 | -1,219 | -3.9% | -$5.79万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $142.51万 | 0.07% | 38,769 | 2,744 | 7.6% | $10.09万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $142.48万 | 0.07% | 6,362 | -82 | -1.3% | -$1.84万 | 减仓 |
| PBT | PERMIAN BASIN RTY TR | $142.39万 | 0.07% | 56,866 | -611 | -1.1% | -$1.53万 | 减仓 |
| PPG | PPG INDS INC | $141.73万 | 0.07% | 11,685 | 79 | 0.7% | $9,582 | 加仓 |
| NVS | NOVARTIS AG | $140.67万 | 0.07% | 8,976 | -97 | -1.1% | -$1.52万 | 减仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $140.52万 | 0.07% | 23,308 | 5,945 | 34.2% | $35.84万 | 加仓 |
| LOW | LOWES COS INC | $140.31万 | 0.07% | 6,364 | 86 | 1.4% | $1.90万 | 加仓 |
| AMX | AMERICA MOVIL SAB DE CV | $138.63万 | 0.07% | 53,340 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $136.80万 | 0.07% | 6,027 | 271 | 4.7% | $6.15万 | 加仓 |
| — | WEBSTER FINL CORP | $136.79万 | 0.07% | 17,900 | -3,145 | -14.9% | -$24.03万 | 减仓 |
| VCR | VANGUARD WORLD FD | $135.88万 | 0.07% | 3,426 | -96 | -2.7% | -$3.81万 | 减仓 |
| KKR | KKR & CO INC | $135.70万 | 0.07% | 14,785 | -136 | -0.9% | -$1.25万 | 减仓 |
| VSDM | VANGUARD MUN BD FDS | $135.04万 | 0.07% | 17,622 | 2,795 | 18.9% | $21.42万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $134.55万 | 0.07% | 4,517 | 292 | 6.9% | $8.70万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $133.39万 | 0.07% | 36,515 | 535 | 1.5% | $1.95万 | 加仓 |
| IONQ | IONQ INC | $133.15万 | 0.07% | 25,000 | 2,682 | 12.0% | $14.28万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $132.93万 | 0.07% | 6,727 | 137 | 2.1% | $2.71万 | 加仓 |
| SMDV | PROSHARES TR | $131.33万 | 0.07% | 17,050 | -610 | -3.5% | -$4.70万 | 减仓 |
| SPYX | SPDR SERIES TRUST | $131.25万 | 0.07% | 21,481 | 6 | 0.0% | $367 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $130.95万 | 0.07% | 20,822 | -487 | -2.3% | -$3.06万 | 减仓 |
| EBC | EASTERN BANKSHARES INC | $130.33万 | 0.06% | 58,604 | 195 | 0.3% | $4,337 | 加仓 |
| HON | HONEYWELL INTL INC | $129.86万 | 0.06% | 5,800 | -6,211 | -51.7% | -$139.06万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $128.23万 | 0.06% | 5,800 | 5,800 | — | $128.23万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $127.73万 | 0.06% | 4,060 | -253 | -5.9% | -$7.96万 | 减仓 |
| RDDT | REDDIT INC | $127.07万 | 0.06% | 7,321 | 7,321 | — | $127.07万 | 新建仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $126.87万 | 0.06% | 20,643 | 2,147 | 11.6% | $13.20万 | 加仓 |
| PFF | ISHARES TR | $125.66万 | 0.06% | 41,214 | -2,368 | -5.4% | -$7.22万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $125.48万 | 0.06% | 13,687 | -310 | -2.2% | -$2.84万 | 减仓 |
| IAU | ISHARES GOLD TR | $125.45万 | 0.06% | 16,614 | -113 | -0.7% | -$8,533 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $125.41万 | 0.06% | 36,226 | 50 | 0.1% | $1,731 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $124.85万 | 0.06% | 3,228 | -102 | -3.1% | -$3.95万 | 减仓 |
| YUM | YUM BRANDS INC | $123.48万 | 0.06% | 7,724 | 612 | 8.6% | $9.78万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $123.15万 | 0.06% | 3,611 | -266 | -6.9% | -$9.07万 | 减仓 |
| MS | MORGAN STANLEY | $123.02万 | 0.06% | 5,885 | -677 | -10.3% | -$14.15万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $122.66万 | 0.06% | 4,184 | -39 | -0.9% | -$1.14万 | 减仓 |
| IJT | ISHARES TR | $122.60万 | 0.06% | 6,864 | -38 | -0.6% | -$6,787 | 减仓 |
| MGK | VANGUARD WORLD FD | $122.42万 | 0.06% | 13,925 | -140 | -1.0% | -$1.23万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $120.51万 | 0.06% | 1,249 | -243 | -16.3% | -$23.45万 | 减仓 |
| PAVE | GLOBAL X FDS | $120.01万 | 0.06% | 20,368 | 60 | 0.3% | $3,535 | 加仓 |
| XBI | SPDR SERIES TRUST | $119.89万 | 0.06% | 7,576 | 1,460 | 23.9% | $23.10万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $116.73万 | 0.06% | 12,651 | -1,196 | -8.6% | -$11.04万 | 减仓 |
| IBB | ISHARES TR | $116.41万 | 0.06% | 6,121 | -164 | -2.6% | -$3.12万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $116.23万 | 0.06% | 1,188 | -33 | -2.7% | -$3.23万 | 减仓 |
| DB | DEUTSCHE BK AG | $115.61万 | 0.06% | 34,246 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $115.28万 | 0.06% | 14,796 | -260 | -1.7% | -$2.03万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $115.16万 | 0.06% | 7,338 | -215 | -2.8% | -$3.37万 | 减仓 |
| ISTB | ISHARES TR | $114.98万 | 0.06% | 23,829 | 1,900 | 8.7% | $9.17万 | 加仓 |
| KLAC | KLA CORP | $114.40万 | 0.06% | 3,792 | -138 | -3.5% | -$4.16万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $113.54万 | 0.06% | 6,812 | -904 | -11.7% | -$15.07万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $112.66万 | 0.06% | 15,734 | -1,066 | -6.3% | -$7.63万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $112.56万 | 0.06% | 3,037 | -113 | -3.6% | -$4.19万 | 减仓 |
| — | PGIM ETF TR | $112.56万 | 0.06% | 22,115 | 7,134 | 47.6% | $36.31万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $111.82万 | 0.06% | 27,108 | 2,554 | 10.4% | $10.54万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $110.71万 | 0.06% | 45,095 | 28,657 | 174.3% | $70.35万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $110.08万 | 0.05% | 6,470 | 4,866 | 303.4% | $82.79万 | 加仓 |
| TXN | TEXAS INSTRS INC | $109.96万 | 0.05% | 3,689 | -251 | -6.4% | -$7.48万 | 减仓 |
| VIS | VANGUARD WORLD FD | $109.42万 | 0.05% | 3,036 | 5 | 0.2% | $1,802 | 加仓 |
| XOP | SPDR SERIES TRUST | $108.54万 | 0.05% | 7,036 | -15 | -0.2% | -$2,314 | 减仓 |
| PSX | PHILLIPS 66 | $108.21万 | 0.05% | 6,401 | 38 | 0.6% | $6,424 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $108.20万 | 0.05% | 6,820 | -50 | -0.7% | -$7,933 | 减仓 |