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 |
|---|---|---|---|---|---|---|---|---|
| WTV | WISDOMTREE TR | $42.15万 | 0.02% | 4,450 | 422 | 10.5% | $4.00万 | 加仓 |
| MGC | VANGUARD WORLD FD | $42.04万 | 0.02% | 1,779 | 350 | 24.5% | $8.27万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $41.85万 | 0.02% | 4,225 | -308 | -6.8% | -$3.05万 | 减仓 |
| NXP | NUVEEN SELECT TAX-FREE INCOM | $41.62万 | 0.02% | 29,000 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE OPER CO | $41.58万 | 0.02% | 1,535 | 448 | 41.2% | $12.13万 | 加仓 |
| AON | AON PLC | $41.38万 | 0.02% | 1,282 | -136 | -9.6% | -$4.39万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $41.34万 | 0.02% | 1,956 | 26 | 1.3% | $5,495 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $41.31万 | 0.02% | 8,480 | -731 | -7.9% | -$3.56万 | 减仓 |
| BOTZ | GLOBAL X FDS | $41.22万 | 0.02% | 12,409 | 4 | 0.0% | $133 | 加仓 |
| AIQ | GLOBAL X FDS | $41.16万 | 0.02% | 8,820 | 1 | 0.0% | $47 | 加仓 |
| COR | CENCORA INC | $41.15万 | 0.02% | 1,310 | 53 | 4.2% | $1.66万 | 加仓 |
| ECL | ECOLAB INC | $41.09万 | 0.02% | 1,544 | 116 | 8.1% | $3.09万 | 加仓 |
| TER | TERADYNE INC | $41.06万 | 0.02% | 1,385 | -695 | -33.4% | -$20.60万 | 减仓 |
| MELI | MERCADOLIBRE INC | $40.98万 | 0.02% | 237 | 11 | 4.9% | $1.90万 | 加仓 |
| FTI | TECHNIPFMC PLC | $40.83万 | 0.02% | 5,906 | 520 | 9.7% | $3.59万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $40.74万 | 0.02% | 3,714 | -242 | -6.1% | -$2.65万 | 减仓 |
| ISCV | ISHARES TR | $40.65万 | 0.02% | 5,848 | 0 | 0.0% | — | 不变 |
| SHM | SPDR SERIES TRUST | $40.49万 | 0.02% | 8,465 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $40.43万 | 0.02% | 3,194 | 21 | 0.7% | $2,658 | 加仓 |
| EXC | EXELON CORP | $40.31万 | 0.02% | 8,222 | -2,352 | -22.2% | -$11.53万 | 减仓 |
| PID | INVESCO EXCHANGE TRADED FD T | $40.27万 | 0.02% | 18,104 | 24 | 0.1% | $534 | 加仓 |
| — | T ROWE PRICE ETF INC | $40.18万 | 0.02% | 14,122 | 413 | 3.0% | $1.18万 | 加仓 |
| OKE | ONEOK INC NEW | $40.18万 | 0.02% | 4,445 | 485 | 12.2% | $4.38万 | 加仓 |
| MGV | VANGUARD WORLD FD | $39.96万 | 0.02% | 2,757 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $39.91万 | 0.02% | 898 | -6 | -0.7% | -$2,666 | 减仓 |
| GWW | WW GRAINGER INC | $39.55万 | 0.02% | 363 | 53 | 17.1% | $5.77万 | 加仓 |
| APTV | APTIV PLC | $39.46万 | 0.02% | 5,683 | -70 | -1.2% | -$4,861 | 减仓 |
| AZO | AUTOZONE INC | $39.39万 | 0.02% | 117 | -1 | -0.8% | -$3,367 | 减仓 |
| ESGU | ISHARES TR | $39.34万 | 0.02% | 2,782 | 1 | 0.0% | $141 | 加仓 |
| SMOT | VANECK ETF TRUST | $39.33万 | 0.02% | 11,177 | -594 | -5.0% | -$2.09万 | 减仓 |
| GSK | GSK PLC | $39.20万 | 0.02% | 7,103 | 1,073 | 17.8% | $5.92万 | 加仓 |
| PDX | PIMCO DYNAMIC INCOME STRATEG | $39.16万 | 0.02% | 17,750 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC | $39.06万 | 0.02% | 5,187 | 209 | 4.2% | $1.57万 | 加仓 |
| HE | HAWAIIAN ELEC INDS INC MTN B | $38.97万 | 0.02% | 26,257 | 26,257 | — | $38.97万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $38.47万 | 0.02% | 904 | 376 | 71.2% | $16.00万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $38.41万 | 0.02% | 5,910 | 5,910 | — | $38.41万 | 新建仓 |
| VTEB | VANGUARD MUN BD FDS | $38.40万 | 0.02% | 7,698 | -674 | -8.1% | -$3.36万 | 减仓 |
| CNP | CENTERPOINT ENERGY INC | $38.40万 | 0.02% | 8,897 | 1,715 | 23.9% | $7.40万 | 加仓 |
| TPR | TAPESTRY INC | $38.40万 | 0.02% | 2,721 | -69 | -2.5% | -$9,737 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $38.34万 | 0.02% | 6,393 | 58 | 0.9% | $3,478 | 加仓 |
| CINF | CINCINNATI FINL CORP | $38.28万 | 0.02% | 2,433 | 145 | 6.3% | $2.28万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $38.16万 | 0.02% | 2,617 | 0 | 0.0% | — | 不变 |
| — | EA SERIES TRUST | $37.75万 | 0.02% | 11,317 | 626 | 5.9% | $2.09万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $37.64万 | 0.02% | 4,785 | 149 | 3.2% | $1.17万 | 加仓 |
| CF | CF INDUSTRIES HOLD | $37.33万 | 0.02% | 2,875 | -211 | -6.8% | -$2.74万 | 减仓 |
| SF | STIFEL FINL CORP | $37.20万 | 0.02% | 5,033 | 371 | 8.0% | $2.74万 | 加仓 |
| GVAL | CAMBRIA ETF TR | $37.17万 | 0.02% | 11,205 | 11,205 | — | $37.17万 | 新建仓 |
| BKMI | BNY MELLON ETF TRUST II | $36.93万 | 0.02% | 14,149 | 14,149 | — | $36.93万 | 新建仓 |
| BINC | BLACKROCK ETF TRUST II | $36.91万 | 0.02% | 7,108 | 427 | 6.4% | $2.22万 | 加仓 |
| CIEN | CIENA CORP | $36.88万 | 0.02% | 950 | -640 | -40.3% | -$24.85万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $36.61万 | 0.02% | 6,254 | 0 | 0.0% | — | 不变 |
| IFRA | ISHARES TR | $36.60万 | 0.02% | 6,399 | 18 | 0.3% | $1,030 | 加仓 |
| DAL | DELTA AIR LINES INC | $36.50万 | 0.02% | 5,490 | -1,394 | -20.2% | -$9.27万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $36.48万 | 0.02% | 7,593 | 1,902 | 33.4% | $9.14万 | 加仓 |
| NKE | NIKE INC | $36.26万 | 0.02% | 6,865 | -690 | -9.1% | -$3.64万 | 减仓 |
| JPEF | J P MORGAN EXCHANGE TRADED F | $35.71万 | 0.02% | 4,973 | 0 | 0.0% | — | 不变 |
| TQQQ | PROSHARES TR | $35.55万 | 0.02% | 8,529 | 2 | 0.0% | $83 | 加仓 |
| VBK | VANGUARD INDEX FDS | $35.54万 | 0.02% | 1,176 | -28 | -2.3% | -$8,462 | 减仓 |
| WHR | WHIRLPOOL CORP | $35.30万 | 0.02% | 6,547 | -157 | -2.3% | -$8,465 | 减仓 |
| EQT | EQT CORP | $35.09万 | 0.02% | 5,514 | -382 | -6.5% | -$2.43万 | 减仓 |
| HACK | AMPLIFY ETF TR | $35.02万 | 0.02% | 4,663 | 0 | 0.0% | — | 不变 |
| CLS | CELESTICA INC | $34.90万 | 0.02% | 1,239 | -66 | -5.1% | -$1.86万 | 减仓 |
| NTRA | NATERA INC | $34.86万 | 0.02% | 1,743 | 12 | 0.7% | $2,400 | 加仓 |
| — | TRUST FOR PROFESSIONAL MANAG | $34.06万 | 0.02% | 14,009 | -113 | -0.8% | -$2,748 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $34.06万 | 0.02% | 3,840 | -196 | -4.9% | -$1.74万 | 减仓 |
| VTRS | VIATRIS INC | $33.99万 | 0.02% | 25,159 | 1,900 | 8.2% | $2.57万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $33.95万 | 0.02% | 1,738 | 302 | 21.0% | $5.90万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $33.85万 | 0.02% | 4,498 | -1,262 | -21.9% | -$9.50万 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $33.84万 | 0.02% | 3,755 | 508 | 15.6% | $4.58万 | 加仓 |
| HSY | HERSHEY CO | $33.65万 | 0.02% | 1,619 | -557 | -25.6% | -$11.58万 | 减仓 |
| HDEF | DBX ETF TR | $33.51万 | 0.02% | 10,340 | 10,340 | — | $33.51万 | 新建仓 |
| CCJ | CAMECO CORP | $33.47万 | 0.02% | 3,081 | -200 | -6.1% | -$2.17万 | 减仓 |
| — | VIRTUS ETF TR II | $33.45万 | 0.02% | 12,088 | 12,088 | — | $33.45万 | 新建仓 |
| DJD | INVESCO EXCHANGE TRADED FD T | $33.41万 | 0.02% | 5,592 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $33.40万 | 0.02% | 748 | -118 | -13.6% | -$5.27万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $33.21万 | 0.02% | 925 | 179 | 24.0% | $6.43万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $33.20万 | 0.02% | 5,415 | 0 | 0.0% | — | 不变 |
| SNX | TD SYNNEX CORPORATION | $33.02万 | 0.02% | 1,957 | 56 | 2.9% | $9,448 | 加仓 |
| RSPG | INVESCO EXCHANGE TRADED FD T | $32.86万 | 0.02% | 3,002 | -71 | -2.3% | -$7,771 | 减仓 |
| BP | BP PLC | $32.74万 | 0.02% | 6,965 | 6,965 | — | $32.74万 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $32.74万 | 0.02% | 13,749 | -731 | -5.0% | -$1.74万 | 减仓 |
| MGM | MGM RESORTS INTERNATIONAL | $32.73万 | 0.02% | 8,844 | 534 | 6.4% | $1.98万 | 加仓 |
| EBAY | EBAY INC. | $32.60万 | 0.02% | 3,581 | 88 | 2.5% | $8,010 | 加仓 |
| YUMC | YUM CHINA HLDGS INC | $32.60万 | 0.02% | 6,682 | 3 | 0.0% | $146 | 加仓 |
| KVUE | KENVUE INC | $32.57万 | 0.02% | 18,892 | 740 | 4.1% | $1.28万 | 加仓 |
| TMUS | T-MOBILE US INC | $32.57万 | 0.02% | 1,551 | 53 | 3.5% | $1.11万 | 加仓 |
| DON | WISDOMTREE TR | $32.31万 | 0.02% | 6,149 | 7 | 0.1% | $368 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $32.30万 | 0.02% | 7,398 | 1,645 | 28.6% | $7.18万 | 加仓 |
| QLTY | GMO ETF TRUST | $32.12万 | 0.02% | 8,877 | 0 | 0.0% | — | 不变 |
| ARKK | ARK ETF TR | $31.94万 | 0.02% | 4,726 | -20 | -0.4% | -$1,352 | 减仓 |
| COIN | COINBASE GLOBAL INC | $31.83万 | 0.02% | 1,823 | 1,823 | — | $31.83万 | 新建仓 |
| EME | EMCOR GROUP INC | $31.82万 | 0.02% | 431 | -35 | -7.5% | -$2.58万 | 减仓 |
| KR | KROGER CO | $31.82万 | 0.02% | 4,398 | 406 | 10.2% | $2.94万 | 加仓 |
| FTNT | FORTINET INC | $31.77万 | 0.02% | 3,888 | 1,052 | 37.1% | $8.60万 | 加仓 |
| ACWI | ISHARES TR | $31.56万 | 0.02% | 2,281 | 0 | 0.0% | — | 不变 |
| ARKQ | ARK ETF TR | $31.47万 | 0.02% | 2,798 | -125 | -4.3% | -$1.41万 | 减仓 |
| CAR | AVIS BUDGET GROUP INC | $31.43万 | 0.02% | 2,155 | 287 | 15.4% | $4.19万 | 加仓 |
| VEEV | VEEVA SYS INC | $31.37万 | 0.02% | 1,786 | 643 | 56.3% | $11.29万 | 重新持有 |
| GXO | GXO LOGISTICS INCORPORATED | $31.35万 | 0.02% | 6,047 | -364 | -5.7% | -$1.89万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $31.29万 | 0.02% | 2,703 | -33 | -1.2% | -$3,820 | 减仓 |