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 |
|---|---|---|---|---|---|---|---|---|
| ODFL | OLD DOMINION FREIGHT LINE IN | $34.89万 | 0.02% | 1,611 | -127 | -7.3% | -$2.75万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $34.86万 | 0.02% | 7,197 | -396 | -5.2% | -$1.92万 | 减仓 |
| VIK | VIKING HOLDINGS LTD | $34.77万 | 0.02% | 3,322 | 3,322 | — | $34.77万 | 新建仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $34.75万 | 0.02% | 1,812 | 391 | 27.5% | $7.50万 | 加仓 |
| UPRO | PROSHARES TR | $34.53万 | 0.02% | 2,435 | -149 | -5.8% | -$2.11万 | 减仓 |
| CRM | SALESFORCE INC | $34.48万 | 0.02% | 2,201 | -3,009 | -57.8% | -$47.14万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $34.45万 | 0.02% | 8,138 | 8,138 | — | $34.45万 | 新建仓 |
| DON | WISDOMTREE TR | $34.24万 | 0.02% | 6,058 | -91 | -1.5% | -$5,143 | 减仓 |
| FTI | TECHNIPFMC PLC | $34.18万 | 0.02% | 5,156 | -750 | -12.7% | -$4.97万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $34.07万 | 0.02% | 2,241 | 107 | 5.0% | $1.63万 | 加仓 |
| EWJ | ISHARES INC | $34.00万 | 0.02% | 3,646 | 855 | 30.6% | $7.97万 | 加仓 |
| — | TRUST FOR PROFESSIONAL MANAG | $34.00万 | 0.02% | 12,536 | -1,473 | -10.5% | -$3.99万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $33.97万 | 0.02% | 1,230 | 1,230 | — | $33.97万 | 新建仓 |
| MLI | MUELLER INDS INC | $33.80万 | 0.02% | 2,750 | 14 | 0.5% | $1,721 | 加仓 |
| MTZ | MASTEC INC | $33.65万 | 0.02% | 809 | 58 | 7.7% | $2.41万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $33.37万 | 0.02% | 803 | 120 | 17.6% | $4.99万 | 加仓 |
| HDEF | DBX ETF TR | $33.23万 | 0.02% | 10,340 | 0 | 0.0% | — | 不变 |
| CF | CF INDUSTRIES HOLD | $33.21万 | 0.02% | 3,068 | 193 | 6.7% | $2.09万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $33.19万 | 0.02% | 438 | 17 | 4.0% | $1.29万 | 加仓 |
| ACWX | ISHARES TR | $33.15万 | 0.02% | 4,356 | 8 | 0.2% | $609 | 加仓 |
| INCY | INCYTE CORP | $33.15万 | 0.02% | 2,924 | 5 | 0.2% | $567 | 加仓 |
| BWFG | BANKWELL FINL GROUP INC | $33.10万 | 0.02% | 5,634 | 23 | 0.4% | $1,351 | 加仓 |
| APTV | APTIV PLC | $33.08万 | 0.02% | 5,390 | -293 | -5.2% | -$1.80万 | 减仓 |
| EXC | EXELON CORP | $32.92万 | 0.02% | 7,061 | -1,161 | -14.1% | -$5.41万 | 减仓 |
| HPQ | HP INC | $32.85万 | 0.02% | 14,972 | 1,240 | 9.0% | $2.72万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $32.73万 | 0.02% | 3,908 | 438 | 12.6% | $3.67万 | 加仓 |
| XOVR | ENTREPRENEURSHARES SERIES TR | $32.64万 | 0.02% | 15,505 | 1,141 | 7.9% | $2.40万 | 加仓 |
| RACE | FERRARI N V | $32.57万 | 0.02% | 875 | 4 | 0.5% | $1,489 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $32.47万 | 0.02% | 1,208 | -86 | -6.6% | -$2.31万 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $32.23万 | 0.02% | 3,638 | -369 | -9.2% | -$3.27万 | 减仓 |
| XSHQ | INVESCO EXCH TRADED FD TR II | $32.18万 | 0.02% | 6,655 | -45 | -0.7% | -$2,176 | 减仓 |
| FE | FIRSTENERGY CORP | $31.98万 | 0.02% | 6,726 | 570 | 9.3% | $2.71万 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $31.92万 | 0.02% | 7,339 | -59 | -0.8% | -$2,566 | 减仓 |
| DTE | DTE ENERGY CO | $31.88万 | 0.02% | 2,092 | 96 | 4.8% | $1.46万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $31.73万 | 0.02% | 4,695 | 1,007 | 27.3% | $6.81万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $31.63万 | 0.02% | 6,119 | -472 | -7.2% | -$2.44万 | 减仓 |
| DOCU | DOCUSIGN INC | $31.60万 | 0.02% | 7,114 | 578 | 8.8% | $2.57万 | 加仓 |
| OMC | OMNICOM GROUP INC | $31.41万 | 0.02% | 4,313 | -874 | -16.8% | -$6.36万 | 减仓 |
| MCO | MOODYS CORP | $31.32万 | 0.02% | 691 | 59 | 9.3% | $2.67万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $31.30万 | 0.02% | 2,680 | -23 | -0.9% | -$2,686 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $31.30万 | 0.02% | 4,852 | 0 | 0.0% | — | 不变 |
| CCJ | CAMECO CORP | $31.29万 | 0.02% | 3,072 | -9 | -0.3% | -$917 | 减仓 |
| OKE | ONEOK INC NEW | $31.23万 | 0.02% | 3,593 | -852 | -19.2% | -$7.41万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $31.21万 | 0.02% | 1,359 | 1,359 | — | $31.21万 | 新建仓 |
| — | T ROWE PRICE EXCHANGE-TRADED | $31.08万 | 0.02% | 9,100 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $30.91万 | 0.02% | 693 | 172 | 33.0% | $7.67万 | 重新持有 |
| EQT | EQT CORP | $30.76万 | 0.02% | 5,785 | 271 | 4.9% | $1.44万 | 加仓 |
| HE | HAWAIIAN ELEC INDS INC MTN B | $30.69万 | 0.02% | 22,681 | -3,576 | -13.6% | -$4.84万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $30.26万 | 0.02% | 3,945 | 411 | 11.6% | $3.15万 | 加仓 |
| VMC | VULCAN MATLS CO | $30.21万 | 0.02% | 1,024 | 30 | 3.0% | $8,852 | 加仓 |
| ILMN | ILLUMINA INC | $30.17万 | 0.02% | 1,716 | -17 | -1.0% | -$2,989 | 减仓 |
| JBL | JABIL INC | $30.03万 | 0.01% | 779 | -185 | -19.2% | -$7.13万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $29.96万 | 0.01% | 1,797 | 511 | 39.7% | $8.52万 | 加仓 |
| TTEQ | T ROWE PRICE EXCHANGE-TRADED | $29.78万 | 0.01% | 6,676 | 411 | 6.6% | $1.83万 | 重新持有 |
| — | WISDOMTREE TR | $29.65万 | 0.01% | 5,903 | 0 | 0.0% | — | 不变 |
| FERG | FERGUSON ENTERPRISES INC | $29.60万 | 0.01% | 1,247 | 234 | 23.1% | $5.55万 | 加仓 |
| DJUL | FIRST TR EXCHNG TRADED FD VI | $29.51万 | 0.01% | 5,885 | 0 | 0.0% | — | 不变 |
| RSPG | INVESCO EXCHANGE TRADED FD T | $29.51万 | 0.01% | 3,012 | 10 | 0.3% | $980 | 加仓 |
| — | COHEN & STEERS ETF TRUST | $29.28万 | 0.01% | 11,637 | 0 | 0.0% | — | 不变 |
| FTV | FORTIVE CORP | $29.11万 | 0.01% | 4,765 | 4,765 | — | $29.11万 | 新建仓 |
| INTU | INTUIT | $29.08万 | 0.01% | 1,114 | -91 | -7.6% | -$2.38万 | 减仓 |
| VFMF | VANGUARD WELLINGTON FD | $28.94万 | 0.01% | 1,635 | 297 | 22.2% | $5.26万 | 加仓 |
| BMOP | BNY MELLON ETF TRUST II | $28.72万 | 0.01% | 11,393 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $28.54万 | 0.01% | 780 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $28.49万 | 0.01% | 2,229 | -1,485 | -40.0% | -$18.98万 | 减仓 |
| DHI | D R HORTON INC | $28.47万 | 0.01% | 1,748 | 175 | 11.1% | $2.85万 | 加仓 |
| OMF | ONEMAIN HLDGS INC | $28.47万 | 0.01% | 4,669 | 785 | 20.2% | $4.79万 | 加仓 |
| RONB | BARON ETF TR | $28.41万 | 0.01% | 11,643 | 2,310 | 24.8% | $5.64万 | 加仓 |
| DMLP | DORCHESTER MINERALS L P | $28.39万 | 0.01% | 11,244 | 0 | 0.0% | — | 不变 |
| MAA | MID-AMER APT CMNTYS INC | $28.32万 | 0.01% | 2,038 | 2,038 | — | $28.32万 | 新建仓 |
| HUM | HUMANA INC | $28.31万 | 0.01% | 713 | 713 | — | $28.31万 | 新建仓 |
| — | VANGUARD MUN BD FDS | $28.29万 | 0.01% | 2,700 | 200 | 8.0% | $2.10万 | 加仓 |
| IJJ | ISHARES TR | $28.27万 | 0.01% | 1,914 | 2 | 0.1% | $295 | 加仓 |
| KHC | KRAFT HEINZ CO | $28.20万 | 0.01% | 11,937 | 209 | 1.8% | $4,937 | 加仓 |
| PCAR | PACCAR INC | $28.01万 | 0.01% | 2,332 | 2,332 | — | $28.01万 | 新建仓 |
| — | EA SERIES TRUST | $27.92万 | 0.01% | 7,196 | -4,121 | -36.4% | -$15.99万 | 减仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $27.88万 | 0.01% | 16,069 | 27 | 0.2% | $468 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $27.68万 | 0.01% | 1,422 | 33 | 2.4% | $6,423 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $27.55万 | 0.01% | 800 | -23 | -2.8% | -$7,921 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $27.48万 | 0.01% | 199 | 199 | — | $27.48万 | 新建仓 |
| SCZ | ISHARES TR | $27.48万 | 0.01% | 3,340 | 193 | 6.1% | $1.59万 | 加仓 |
| WAT | WATERS CORP | $27.45万 | 0.01% | 732 | -23 | -3.0% | -$8,626 | 减仓 |
| TOTL | SSGA ACTIVE ETF TR | $27.43万 | 0.01% | 6,950 | 80 | 1.2% | $3,157 | 加仓 |
| COPX | GLOBAL X FDS | $27.42万 | 0.01% | 3,562 | 3,562 | — | $27.42万 | 新建仓 |
| YUMC | YUM CHINA HLDGS INC | $27.32万 | 0.01% | 6,685 | 3 | 0.0% | $123 | 加仓 |
| KBE | SPDR SERIES TRUST | $27.29万 | 0.01% | 4,000 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $27.21万 | 0.01% | 472 | -22 | -4.5% | -$1.27万 | 减仓 |
| HAWX | ISHARES TR | $26.65万 | 0.01% | 5,731 | 0 | 0.0% | — | 不变 |
| DINO | HF SINCLAIR CORP | $26.62万 | 0.01% | 3,822 | 397 | 11.6% | $2.77万 | 加仓 |
| IR | INGERSOLL RAND INC | $26.62万 | 0.01% | 3,246 | 35 | 1.1% | $2,870 | 加仓 |
| NKE | NIKE INC | $26.36万 | 0.01% | 6,421 | -444 | -6.5% | -$1.82万 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $26.32万 | 0.01% | 2,550 | 0 | 0.0% | — | 不变 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $26.30万 | 0.01% | 15,517 | 14 | 0.1% | $237 | 加仓 |
| IHDG | WISDOMTREE TR | $26.19万 | 0.01% | 5,000 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD MALVERN FDS | $26.10万 | 0.01% | 5,196 | 0 | 0.0% | — | 不变 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $26.07万 | 0.01% | 866 | 159 | 22.5% | $4.79万 | 加仓 |
| SNOW | SNOWFLAKE INC | $25.86万 | 0.01% | 1,016 | -549 | -35.1% | -$13.97万 | 减仓 |
| TECK | TECK RESOURCES LTD | $25.75万 | 0.01% | 4,330 | -186 | -4.1% | -$1.11万 | 减仓 |
| IWO | ISHARES TR | $25.71万 | 0.01% | 653 | 653 | — | $25.71万 | 新建仓 |
| GBDC | GOLUB CAP BDC INC | $25.67万 | 0.01% | 19,928 | -5,195 | -20.7% | -$6.69万 | 重新持有 |