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 |
|---|---|---|---|---|---|---|---|---|
| TGT | TARGET CORP | $61.62万 | 0.03% | 5,084 | 48 | 1.0% | $5,817 | 加仓 |
| COLB | COLUMBIA BKG SYS INC | $61.50万 | 0.03% | 22,421 | -806 | -3.5% | -$2.21万 | 减仓 |
| AFL | AFLAC INC | $60.64万 | 0.03% | 5,527 | 557 | 11.2% | $6.11万 | 加仓 |
| PICK | ISHARES INC | $60.33万 | 0.03% | 10,661 | 51 | 0.5% | $2,886 | 加仓 |
| CACI | CACI INTL INC | $60.32万 | 0.03% | 1,109 | 17 | 1.6% | $9,246 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $60.06万 | 0.03% | 6,407 | 0 | 0.0% | — | 不变 |
| FLDR | FIDELITY MERRIMACK STR TR | $59.81万 | 0.03% | 11,950 | 11,950 | — | $59.81万 | 新建仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $59.72万 | 0.03% | 11,319 | 0 | 0.0% | — | 不变 |
| GRNY | TIDAL TRUST I | $59.44万 | 0.03% | 24,900 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $59.40万 | 0.03% | 9,696 | 859 | 9.7% | $5.26万 | 加仓 |
| TNK | TEEKAY TANKERS LTD | $59.31万 | 0.03% | 8,089 | 17 | 0.2% | $1,246 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $59.14万 | 0.03% | 765 | 80 | 11.7% | $6.19万 | 加仓 |
| AME | AMETEK INC | $59.12万 | 0.03% | 2,758 | -229 | -7.7% | -$4.91万 | 减仓 |
| VFVA | VANGUARD WELLINGTON FD | $59.04万 | 0.03% | 4,386 | 11 | 0.3% | $1,481 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $58.61万 | 0.03% | 4,307 | -553 | -11.4% | -$7.52万 | 减仓 |
| AMBP | ARDAGH METAL PACKAGING S A | $58.45万 | 0.03% | 144,329 | -4,933 | -3.3% | -$2.00万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $58.45万 | 0.03% | 1,492 | -192 | -11.4% | -$7.52万 | 减仓 |
| USB | US BANCORP | $58.43万 | 0.03% | 11,235 | 986 | 9.6% | $5.13万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $57.92万 | 0.03% | 11,511 | -11,949 | -50.9% | -$60.13万 | 减仓 |
| VTR | VENTAS INC | $57.88万 | 0.03% | 7,077 | -702 | -9.0% | -$5.74万 | 减仓 |
| KLAC | KLA CORP | $57.83万 | 0.03% | 393 | -116 | -22.8% | -$17.07万 | 减仓 |
| — | EA SERIES TRUST | $57.80万 | 0.03% | 12,322 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $57.35万 | 0.03% | 11,159 | -860 | -7.2% | -$4.42万 | 减仓 |
| PALL | ABRDN PALLADIUM ETF TRUST | $56.91万 | 0.03% | 4,225 | -639 | -13.1% | -$8.61万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $56.83万 | 0.03% | 12,158 | 0 | 0.0% | — | 不变 |
| EFX | EQUIFAX INC | $56.36万 | 0.03% | 3,130 | 886 | 39.5% | $15.95万 | 加仓 |
| — | EA SERIES TRUST | $56.04万 | 0.03% | 15,951 | 0 | 0.0% | — | 不变 |
| MPLX | MPLX LP | $55.97万 | 0.03% | 9,807 | -1,010 | -9.3% | -$5.76万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $55.65万 | 0.03% | 1,612 | -104 | -6.1% | -$3.59万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $55.64万 | 0.03% | 2,057 | -59 | -2.8% | -$1.60万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $55.60万 | 0.03% | 3,222 | -244 | -7.0% | -$4.21万 | 减仓 |
| PCG | PG&E CORP | $55.54万 | 0.03% | 31,611 | 3,888 | 14.0% | $6.83万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $55.41万 | 0.03% | 4,802 | 273 | 6.0% | $3.15万 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $55.15万 | 0.03% | 6,860 | -1,356 | -16.5% | -$10.90万 | 减仓 |
| GM | GENERAL MTRS CO | $54.45万 | 0.03% | 7,309 | 27 | 0.4% | $2,011 | 加仓 |
| DOW | DOW HLDGS INC | $54.09万 | 0.03% | 12,987 | 3,350 | 34.8% | $13.95万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $54.07万 | 0.03% | 2,727 | -1,665 | -37.9% | -$33.01万 | 减仓 |
| EIX | EDISON INTL | $53.59万 | 0.03% | 7,324 | 638 | 9.5% | $4.67万 | 加仓 |
| CSHI | NEOS ETF TRUST | $53.56万 | 0.03% | 10,759 | 3,634 | 51.0% | $18.09万 | 加仓 |
| IJS | ISHARES TR | $53.44万 | 0.03% | 4,512 | 350 | 8.4% | $4.15万 | 加仓 |
| IGSB | ISHARES TR | $53.36万 | 0.03% | 10,152 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC | $53.35万 | 0.03% | 2,722 | 252 | 10.2% | $4.94万 | 加仓 |
| ETD | ETHAN ALLEN INTERIORS INC | $53.19万 | 0.03% | 23,894 | 9,730 | 68.7% | $21.66万 | 加仓 |
| PFFD | GLOBAL X FDS | $53.03万 | 0.03% | 28,819 | -31 | -0.1% | -$570 | 减仓 |
| EFV | ISHARES TR | $52.91万 | 0.03% | 7,117 | -228 | -3.1% | -$1.70万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $52.88万 | 0.03% | 7,274 | -11,527 | -61.3% | -$83.79万 | 减仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $52.35万 | 0.03% | 11,413 | 3 | 0.0% | $138 | 加仓 |
| SAMT | ADVISORS INNER CIRCLE FD III | $52.21万 | 0.03% | 13,295 | -1,754 | -11.7% | -$6.89万 | 减仓 |
| INTU | INTUIT | $52.08万 | 0.03% | 1,205 | -200 | -14.2% | -$8.64万 | 减仓 |
| SUB | ISHARES TR | $51.96万 | 0.03% | 4,879 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $51.94万 | 0.03% | 6,538 | -204 | -3.0% | -$1.62万 | 减仓 |
| ADI | ANALOG DEVICES INC | $51.70万 | 0.03% | 1,625 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $51.50万 | 0.03% | 9,069 | 1,458 | 19.2% | $8.28万 | 加仓 |
| MPC | MARATHON PETE CORP | $50.02万 | 0.03% | 2,049 | -558 | -21.4% | -$13.62万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $49.97万 | 0.03% | 2,428 | 1 | 0.0% | $206 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $49.84万 | 0.03% | 3,750 | 646 | 20.8% | $8.59万 | 加仓 |
| FMAT | FIDELITY COVINGTON TRUST | $49.62万 | 0.03% | 8,608 | 2,472 | 40.3% | $14.25万 | 加仓 |
| WMB | WILLIAMS COS INC | $49.55万 | 0.03% | 6,808 | -7,186 | -51.4% | -$52.30万 | 减仓 |
| XT | ISHARES TR | $49.54万 | 0.03% | 7,269 | -1,000 | -12.1% | -$6.81万 | 减仓 |
| — | BARON ETF TR | $49.08万 | 0.03% | 21,040 | -1,650 | -7.3% | -$3.85万 | 减仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $48.87万 | 0.03% | 9,850 | 249 | 2.6% | $1.24万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $48.75万 | 0.03% | 6,022 | -288 | -4.6% | -$2.33万 | 减仓 |
| USFR | WISDOMTREE TR | $48.74万 | 0.03% | 9,682 | -701 | -6.8% | -$3.53万 | 减仓 |
| SHEL | SHELL PLC | $48.70万 | 0.03% | 5,236 | -37 | -0.7% | -$3,441 | 减仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $48.66万 | 0.03% | 6,040 | -5,787 | -48.9% | -$46.62万 | 减仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $48.64万 | 0.03% | 16,147 | -385 | -2.3% | -$1.16万 | 减仓 |
| WU | WESTERN UN CO | $48.37万 | 0.03% | 55,411 | -1,462 | -2.6% | -$1.28万 | 减仓 |
| XPO | XPO INC | $48.13万 | 0.03% | 2,474 | -601 | -19.5% | -$11.69万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $48.07万 | 0.03% | 3,057 | -7 | -0.2% | -$1,101 | 减仓 |
| MOO | VANECK ETF TRUST | $47.89万 | 0.03% | 5,668 | 100 | 1.8% | $8,450 | 加仓 |
| CMCSA | COMCAST CORP NEW | $47.19万 | 0.03% | 16,438 | -51 | -0.3% | -$1,464 | 减仓 |
| FXI | ISHARES TR | $47.19万 | 0.03% | 13,144 | 5,181 | 65.1% | $18.60万 | 加仓 |
| MCHI | ISHARES TR | $47.04万 | 0.03% | 8,373 | 3,307 | 65.3% | $18.58万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $46.77万 | 0.03% | 1,797 | -138 | -7.1% | -$3.59万 | 减仓 |
| — | DUPONT DE NEMOURS INC | $46.77万 | 0.03% | 10,211 | 346 | 3.5% | $1.58万 | 加仓 |
| GTY | GETTY RLTY CORP NEW | $46.76万 | 0.03% | 14,705 | 122 | 0.8% | $3,880 | 加仓 |
| SGOL | ETFS GOLD TR | $46.72万 | 0.03% | 10,470 | -831 | -7.4% | -$3.71万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $45.85万 | 0.03% | 4,745 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $45.78万 | 0.03% | 1,832 | -82 | -4.3% | -$2.05万 | 减仓 |
| FESM | FIDELITY COVINGTON TRUST | $45.56万 | 0.03% | 11,989 | 4,532 | 60.8% | $17.22万 | 加仓 |
| IPKW | INVESCO EXCH TRADED FD TR II | $45.17万 | 0.03% | 8,028 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $45.13万 | 0.03% | 4,317 | 1,316 | 43.9% | $13.76万 | 加仓 |
| NEM | NEWMONT CORP | $45.02万 | 0.03% | 4,159 | -93 | -2.2% | -$1.01万 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $45.01万 | 0.03% | 3,001 | 43 | 1.5% | $6,449 | 加仓 |
| WPC | WP CAREY INC | $44.75万 | 0.03% | 6,584 | 6,584 | — | $44.75万 | 新建仓 |
| — | EA SERIES TRUST | $44.56万 | 0.02% | 9,808 | 750 | 8.3% | $3.41万 | 加仓 |
| F | FORD MTR CO | $44.51万 | 0.02% | 38,571 | 4,078 | 11.8% | $4.71万 | 加仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $44.50万 | 0.02% | 6,366 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $44.45万 | 0.02% | 6,037 | 2,277 | 60.6% | $16.77万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $44.05万 | 0.02% | 2,107 | 195 | 10.2% | $4.08万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $43.86万 | 0.02% | 4,700 | -518 | -9.9% | -$4.83万 | 减仓 |
| MSB | MESABI TR | $43.83万 | 0.02% | 13,913 | -852 | -5.8% | -$2.68万 | 减仓 |
| ABNB | AIRBNB INC | $43.79万 | 0.02% | 3,468 | 576 | 19.9% | $7.27万 | 加仓 |
| FDV | FEDERATED HERMES ETF TRUST | $43.07万 | 0.02% | 13,983 | 2,234 | 19.0% | $6.88万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $43.04万 | 0.02% | 2,845 | -126 | -4.2% | -$1.91万 | 减仓 |
| BITQ | BITWISE FUNDS TRUST | $42.93万 | 0.02% | 22,763 | -1,000 | -4.2% | -$1.89万 | 减仓 |
| TAN | INVESCO EXCH TRADED FD TR II | $42.92万 | 0.02% | 7,704 | 7,704 | — | $42.92万 | 新建仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $42.73万 | 0.02% | 5,055 | 1,275 | 33.7% | $10.78万 | 加仓 |
| URI | UNITED RENTALS INC | $42.69万 | 0.02% | 586 | 22 | 3.9% | $1.60万 | 加仓 |
| ETV | EATON VANCE TAX-MANAGED BUY- | $42.28万 | 0.02% | 30,933 | 552 | 1.8% | $7,546 | 加仓 |