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 |
|---|---|---|---|---|---|---|---|---|
| SYY | SYSCO CORP | $108.02万 | 0.05% | 12,924 | -276 | -2.1% | -$2.31万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $107.65万 | 0.05% | 8,865 | 611 | 7.4% | $7.42万 | 加仓 |
| SYK | STRYKER CORPORATION | $107.62万 | 0.05% | 3,418 | 61 | 1.8% | $1.92万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $106.94万 | 0.05% | 9,742 | -308 | -3.1% | -$3.38万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $106.16万 | 0.05% | 9,875 | 164 | 1.7% | $1.76万 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $105.20万 | 0.05% | 13,247 | 9,802 | 284.5% | $77.84万 | 加仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $105.15万 | 0.05% | 41,776 | 9,462 | 29.3% | $23.82万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $104.56万 | 0.05% | 7,643 | -572 | -7.0% | -$7.83万 | 减仓 |
| SBUX | STARBUCKS CORP | $104.41万 | 0.05% | 10,217 | -473 | -4.4% | -$4.83万 | 减仓 |
| FSCC | FEDERATED HERMES ETF TRUST | $103.82万 | 0.05% | 27,811 | 397 | 1.4% | $1.48万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $102.61万 | 0.05% | 32,096 | -121 | -0.4% | -$3,868 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $102.30万 | 0.05% | 17,139 | -1,349 | -7.3% | -$8.05万 | 减仓 |
| CRUX | COLUMBIA ETF TR I | $101.67万 | 0.05% | 33,912 | 33,912 | — | $101.67万 | 新建仓 |
| DHR | DANAHER CORP DEL | $101.58万 | 0.05% | 5,333 | -951 | -15.1% | -$18.11万 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $101.35万 | 0.05% | 6,497 | -129 | -1.9% | -$2.01万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $100.98万 | 0.05% | 10,966 | 460 | 4.4% | $4.24万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $100.81万 | 0.05% | 13,970 | 112 | 0.8% | $8,082 | 加仓 |
| FTSD | FRANKLIN ETF TR | $99.93万 | 0.05% | 11,040 | -108 | -1.0% | -$9,775 | 减仓 |
| RHP | RYMAN HOSPITALITY PPTYS INC | $99.55万 | 0.05% | 7,744 | 877 | 12.8% | $11.27万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $98.48万 | 0.05% | 17,026 | -1,995 | -10.5% | -$11.54万 | 减仓 |
| EWX | SPDR INDEX SHS FDS | $98.31万 | 0.05% | 13,230 | 0 | 0.0% | — | 不变 |
| HIMU | BLACKROCK ETF TRUST II | $98.16万 | 0.05% | 19,710 | 0 | 0.0% | — | 不变 |
| — | ETF OPPORTUNITIES TRUST | $97.90万 | 0.05% | 36,914 | -4,032 | -9.8% | -$10.69万 | 减仓 |
| — | CALAMOS ETF TR | $97.87万 | 0.05% | 35,320 | 35,320 | — | $97.87万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $97.37万 | 0.05% | 7,707 | -107 | -1.4% | -$1.35万 | 减仓 |
| MRP | MILLROSE PPTYS INC | $97.21万 | 0.05% | 32,351 | 9,060 | 38.9% | $27.23万 | 加仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $96.97万 | 0.05% | 70,114 | 584 | 0.8% | $8,077 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $96.11万 | 0.05% | 28,367 | -80 | -0.3% | -$2,710 | 减仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $95.75万 | 0.05% | 16,542 | -240 | -1.4% | -$1.39万 | 减仓 |
| KNTK | KINETIK HOLDINGS INC | $94.69万 | 0.05% | 19,589 | 532 | 2.8% | $2.57万 | 加仓 |
| AZN | ASTRAZENECA PLC | $94.00万 | 0.05% | 4,976 | -146 | -2.9% | -$2.76万 | 减仓 |
| D | DOMINION ENERGY INC | $93.90万 | 0.05% | 13,750 | -525 | -3.7% | -$3.59万 | 减仓 |
| EFA | ISHARES TR | $92.83万 | 0.05% | 8,937 | -4 | -0.0% | -$416 | 减仓 |
| FIX | COMFORT SYS USA INC | $92.76万 | 0.05% | 468 | -33 | -6.6% | -$6.54万 | 减仓 |
| FAST | FASTENAL CO | $92.43万 | 0.05% | 19,245 | -71 | -0.4% | -$3,410 | 减仓 |
| IWY | ISHARES TR | $92.29万 | 0.05% | 3,176 | 1 | 0.0% | $291 | 加仓 |
| MOAT | VANECK ETF TRUST | $92.19万 | 0.05% | 8,868 | -1,766 | -16.6% | -$18.36万 | 减仓 |
| ONEY | SPDR SERIES TRUST | $91.30万 | 0.05% | 7,127 | -264 | -3.6% | -$3.38万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $91.09万 | 0.05% | 6,234 | -35 | -0.6% | -$5,114 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $90.83万 | 0.05% | 11,031 | -87 | -0.8% | -$7,163 | 减仓 |
| PREF | PRINCIPAL EXCHANGE TRADED FD | $90.30万 | 0.04% | 47,378 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $89.91万 | 0.04% | 4,072 | -490 | -10.7% | -$10.82万 | 减仓 |
| FHLC | FIDELITY COVINGTON TRUST | $89.90万 | 0.04% | 11,638 | 2,240 | 23.8% | $17.30万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $89.90万 | 0.04% | 4,481 | 115 | 2.6% | $2.31万 | 加仓 |
| SGOV | ISHARES TR | $89.47万 | 0.04% | 8,888 | 2,274 | 34.4% | $22.89万 | 加仓 |
| HTGC | HERCULES CAPITAL INC | $89.02万 | 0.04% | 56,448 | 1,036 | 1.9% | $1.63万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $88.93万 | 0.04% | 2,508 | -337 | -11.8% | -$11.95万 | 减仓 |
| UL | UNILEVER PLC | $88.85万 | 0.04% | 14,779 | 562 | 4.0% | $3.38万 | 加仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $88.61万 | 0.04% | 45,416 | 1,590 | 3.6% | $3.10万 | 加仓 |
| CNI | CANADIAN NATL RY CO | $88.28万 | 0.04% | 7,403 | -150 | -2.0% | -$1.79万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $87.98万 | 0.04% | 1,378 | -679 | -33.0% | -$43.35万 | 减仓 |
| PAYX | PAYCHEX INC | $87.76万 | 0.04% | 8,925 | 1,377 | 18.2% | $13.54万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $87.67万 | 0.04% | 4,919 | -1,456 | -22.8% | -$25.95万 | 减仓 |
| ENB | ENBRIDGE INC | $86.68万 | 0.04% | 15,989 | -2,464 | -13.4% | -$13.36万 | 减仓 |
| TFC | TRUIST FINL CORP | $86.66万 | 0.04% | 17,395 | -287 | -1.6% | -$1.43万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $85.98万 | 0.04% | 2,807 | 209 | 8.0% | $6.40万 | 加仓 |
| CTVA | CORTEVA INC | $85.97万 | 0.04% | 10,151 | 359 | 3.7% | $3.04万 | 加仓 |
| MDYG | SPDR SERIES TRUST | $85.17万 | 0.04% | 7,598 | 1 | 0.0% | $112 | 加仓 |
| PULS | PGIM ETF TR | $84.71万 | 0.04% | 17,095 | 15 | 0.1% | $743 | 加仓 |
| FESM | FIDELITY COVINGTON TRUST | $84.65万 | 0.04% | 17,529 | 5,540 | 46.2% | $26.75万 | 加仓 |
| HUBB | HUBBELL INC | $84.41万 | 0.04% | 1,613 | -106 | -6.2% | -$5.55万 | 减仓 |
| VLO | VALERO ENERGY CORP | $84.07万 | 0.04% | 3,228 | 34 | 1.1% | $8,855 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $83.51万 | 0.04% | 4,751 | 129 | 2.8% | $2.27万 | 加仓 |
| STOT | SSGA ACTIVE TR | $82.82万 | 0.04% | 17,599 | 2,753 | 18.5% | $12.96万 | 加仓 |
| AIPO | TIDAL TRUST II | $82.79万 | 0.04% | 24,780 | 24,780 | — | $82.79万 | 新建仓 |
| IDXX | IDEXX LABS INC | $82.39万 | 0.04% | 1,565 | -63 | -3.9% | -$3.32万 | 减仓 |
| MDT | MEDTRONIC PLC | $81.85万 | 0.04% | 10,463 | -3,361 | -24.3% | -$26.29万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $81.75万 | 0.04% | 9,977 | 655 | 7.0% | $5.37万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $81.26万 | 0.04% | 4,265 | 515 | 13.7% | $9.81万 | 加仓 |
| IEMG | ISHARES INC | $81.07万 | 0.04% | 9,786 | 265 | 2.8% | $2.20万 | 加仓 |
| BLK | BLACKROCK INC | $80.73万 | 0.04% | 840 | -24 | -2.8% | -$2.31万 | 减仓 |
| RIO | RIO TINTO PLC | $80.08万 | 0.04% | 8,435 | -463 | -5.2% | -$4.40万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $79.65万 | 0.04% | 15,602 | -1,189 | -7.1% | -$6.07万 | 减仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $79.50万 | 0.04% | 8,063 | 3,008 | 59.5% | $29.66万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $79.33万 | 0.04% | 4,491 | -1,215 | -21.3% | -$21.46万 | 减仓 |
| IRM | IRON MTN INC DEL | $79.22万 | 0.04% | 6,272 | 102 | 1.7% | $1.29万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $76.65万 | 0.04% | 4,694 | -108 | -2.2% | -$1.76万 | 减仓 |
| — | BARON ETF TR | $76.59万 | 0.04% | 23,580 | 2,540 | 12.1% | $8.25万 | 加仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $75.83万 | 0.04% | 6,662 | 93 | 1.4% | $1.06万 | 加仓 |
| KEY | KEYCORP | $75.29万 | 0.04% | 32,664 | 749 | 2.3% | $1.73万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $74.63万 | 0.04% | 2,229 | -250 | -10.1% | -$8.37万 | 减仓 |
| BBY | BEST BUY INC | $74.35万 | 0.04% | 9,799 | -174 | -1.7% | -$1.32万 | 减仓 |
| FLNG | FLEX LNG LTD | $74.06万 | 0.04% | 26,393 | -57 | -0.2% | -$1,599 | 减仓 |
| AMT | AMERICAN TOWER CORP | $73.56万 | 0.04% | 4,497 | 1,275 | 39.6% | $20.85万 | 加仓 |
| EEM | ISHARES TR | $73.35万 | 0.04% | 10,723 | 1,654 | 18.2% | $11.31万 | 加仓 |
| PSTL | POSTAL REALTY TRUST INC | $73.19万 | 0.04% | 29,705 | -7,642 | -20.5% | -$18.83万 | 减仓 |
| AMCR | AMCOR PLC | $72.26万 | 0.04% | 16,669 | 130 | 0.8% | $5,635 | 加仓 |
| AME | AMETEK INC | $72.08万 | 0.04% | 2,979 | 221 | 8.0% | $5.35万 | 加仓 |
| VPU | VANGUARD WORLD FD | $71.93万 | 0.04% | 3,675 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $71.70万 | 0.04% | 1,803 | 188 | 11.6% | $7.48万 | 加仓 |
| IUSV | ISHARES TR | $71.68万 | 0.04% | 6,507 | 3 | 0.0% | $330 | 加仓 |
| IWS | ISHARES TR | $71.44万 | 0.04% | 4,340 | -81 | -1.8% | -$1.33万 | 减仓 |
| FDX | FEDEX CORP | $71.30万 | 0.04% | 2,277 | 11 | 0.5% | $3,444 | 加仓 |
| — | EA SERIES TRUST | $70.86万 | 0.04% | 12,822 | 500 | 4.1% | $2.76万 | 加仓 |
| VICI | VICI PPTYS INC | $70.72万 | 0.04% | 26,635 | -1,842 | -6.5% | -$4.89万 | 减仓 |
| — | NEXTERA ENERGY INC | $70.47万 | 0.04% | 14,700 | 14,700 | — | $70.47万 | 新建仓 |
| CRH | CRH PLC | $70.21万 | 0.03% | 6,561 | 448 | 7.3% | $4.79万 | 加仓 |
| ET | ENERGY TRANSFER L P | $69.59万 | 0.03% | 36,396 | -233 | -0.6% | -$4,455 | 减仓 |
| COLB | COLUMBIA BKG SYS INC | $69.25万 | 0.03% | 21,606 | -815 | -3.6% | -$2.61万 | 减仓 |
| TQQQ | PROSHARES TR | $69.09万 | 0.03% | 8,530 | 1 | 0.0% | $81 | 加仓 |