Essex Bank
Essex CT · SEC CIK 0001752212
$4.62亿2026Q2 申报市值
318持仓数
30.9%前十大占比 · 第一大 6.7%
23 / 15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
IJT 新建仓+$93.59万
ISTB 加仓+$80.84万
HONA 新建仓+$67.19万
BKNG 重新持有+$54.95万
VOO 加仓+$44.44万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$2,958.60万
NVDA 减仓-$216.78万
VTES 清仓-$81.06万
DD 减仓-$77.65万
HON 减仓-$69.23万
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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORPORATION | $0 | 0.00% | 0 | -174,384 | -100.0% | -$2,958.60万 | 清仓 |
| VTES | VANGUARD WELLINGTON FD SHORT TRM TAX EX | $0 | 0.00% | 0 | -8,015 | -100.0% | -$81.06万 | 清仓 |
| NKE | NIKE INC CL B | $0 | 0.00% | 0 | -10,587 | -100.0% | -$55.91万 | 清仓 |
| AEM | AGNICO EAGLE MINES LTD COM | $0 | 0.00% | 0 | -1,352 | -100.0% | -$27.44万 | 清仓 |
| KR | KROGER CO COM | $0 | 0.00% | 0 | -3,276 | -100.0% | -$23.70万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $0 | 0.00% | 0 | -3,720 | -100.0% | -$23.34万 | 清仓 |
| EXE | CHESAPEAKE ENERGY CORP COM | $0 | 0.00% | 0 | -2,111 | -100.0% | -$23.17万 | 清仓 |
| MCK | MCKESSON CORP COM | $0 | 0.00% | 0 | -254 | -100.0% | -$21.98万 | 清仓 |
| CME | CME GROUP INC | $0 | 0.00% | 0 | -742 | -100.0% | -$21.91万 | 清仓 |
| REGN | REGENERON PHARMACEUTICALS COM | $0 | 0.00% | 0 | -282 | -100.0% | -$21.79万 | 清仓 |
| SHOP | SHOPIFY INC CL A | $0 | 0.00% | 0 | -1,827 | -100.0% | -$21.67万 | 清仓 |
| VMBS | VANGUARD SCOTTSDALE FDS MORTG-BACK SEC | $0 | 0.00% | 0 | -4,556 | -100.0% | -$21.39万 | 清仓 |
| NEM | NEWMONT MINING CORP COM | $0 | 0.00% | 0 | -1,933 | -100.0% | -$20.92万 | 清仓 |
| ICE | INTERCONTINENTALEXCHANGE INCCOM | $0 | 0.00% | 0 | -1,323 | -100.0% | -$20.81万 | 清仓 |
| CLX | CLOROX CO DEL COM | $0 | 0.00% | 0 | -2,000 | -100.0% | -$20.73万 | 清仓 |
| LPL | LG DISPLAY CO LTD SPONS ADR REP | $5.35万 | 0.01% | 13,763 | 938 | 7.3% | $3,649 | 加仓 |
| WIT | WIPRO LTD SPONS ADR | $5.96万 | 0.01% | 26,475 | 1,034 | 4.1% | $2,326 | 加仓 |
| NUV | NUVEEN MUN VALUE FD INC COM | $10.62万 | 0.02% | 11,520 | 0 | 0.0% | — | 不变 |
| NAD | NUVEEN QUALITY MUNCP INCOME COM | $13.44万 | 0.03% | 11,086 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC SPON ADR NEW | $20.17万 | 0.04% | 3,355 | -224 | -6.3% | -$1.35万 | 减仓 |
| HWM | HOWMET AEROSPACE INC COM | $20.43万 | 0.04% | 760 | 760 | — | $20.43万 | 新建仓 |
| VGLT | VANGUARD SCOTTSDALE FDS LONG TERM TREAS | $20.48万 | 0.04% | 3,711 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED FNASDAQ EQT PREM | $20.55万 | 0.04% | 3,345 | 3,345 | — | $20.55万 | 新建仓 |
| MRVL | MARVEL TECHNOLOGY GR | $20.73万 | 0.04% | 696 | 696 | — | $20.73万 | 新建仓 |
| EQT | EQT CORP COM | $20.75万 | 0.04% | 3,902 | 0 | 0.0% | — | 不变 |
| XBI | SPDR SERIES TRUST S&P BIOTECH | $20.76万 | 0.04% | 1,312 | 1,312 | — | $20.76万 | 新建仓 |
| USIG | ISHARES TR USD INV GRDE ETF | $21.00万 | 0.05% | 4,094 | 101 | 2.5% | $5,180 | 加仓 |
| SPGI | S & P GLOBAL INC | $21.01万 | 0.05% | 516 | -19 | -3.6% | -$7,738 | 减仓 |
| DTE | DTE ENERGY CO COM | $21.10万 | 0.05% | 1,385 | 0 | 0.0% | — | 不变 |
| SPMD | SPDR SERIES TRUST PORTFOLIO MD ETF | $21.17万 | 0.05% | 3,134 | 3,134 | — | $21.17万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HDGS, PLC | $21.23万 | 0.05% | 220 | 220 | — | $21.23万 | 新建仓 |
| SCCO | SOUTHERN COPPER CORP COM | $21.26万 | 0.05% | 1,220 | 11 | 0.9% | $1,917 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR US MID-CAP ETF | $21.45万 | 0.05% | 5,819 | 5,819 | — | $21.45万 | 新建仓 |
| AMLP | ALPS ETF TR ALERIAN MLP | $21.49万 | 0.05% | 4,145 | 4,145 | — | $21.49万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $21.51万 | 0.05% | 433 | -193 | -30.8% | -$9.59万 | 减仓 |
| FLEX | FLEXTRONICS INTL LTD ORD | $21.65万 | 0.05% | 1,336 | 1,336 | — | $21.65万 | 新建仓 |
| ORLY | O REILLY AUTOMOTIVE INC NEW COM | $21.72万 | 0.05% | 2,359 | -63 | -2.6% | -$5,801 | 减仓 |
| IBTG | ISHARES TR IBONDS 26 TRM TS | $21.79万 | 0.05% | 9,522 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC PWR SYS INC COM | $21.84万 | 0.05% | 158 | 158 | — | $21.84万 | 新建仓 |
| TCAL | T ROWE PRICE ETF INC CAPITAL APPRECIA | $21.87万 | 0.05% | 9,850 | 9,850 | — | $21.87万 | 新建仓 |
| MDT | MEDTRONIC PLC | $22.02万 | 0.05% | 2,815 | -97 | -3.3% | -$7,587 | 减仓 |
| VBIL | VANGUARD INSTL INDEX FD 0 3 MO TR BI ETF | $22.17万 | 0.05% | 2,930 | 2,930 | — | $22.17万 | 新建仓 |
| GNR | SPDR INDEX SHS FDS GLB NAT RESRCE | $22.24万 | 0.05% | 3,304 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES MBS ETF | $22.25万 | 0.05% | 2,354 | -123 | -5.0% | -$1.16万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $22.31万 | 0.05% | 561 | -127 | -18.5% | -$5.05万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC COM | $22.42万 | 0.05% | 1,345 | -45 | -3.2% | -$7,500 | 减仓 |
| IDV | ISHARES INTL SELECT DIVIDENDETF | $22.63万 | 0.05% | 5,463 | 0 | 0.0% | — | 不变 |
| BWXT | BWX TECHNOLOGIES INC COM | $23.03万 | 0.05% | 1,183 | 3 | 0.3% | $584 | 加仓 |
| COR | AMERISOURCE BERGEN CORP | $23.29万 | 0.05% | 823 | 7 | 0.9% | $1,981 | 加仓 |
| EFG | ISHARES TR MSCI GRW IDX | $23.52万 | 0.05% | 1,890 | -39 | -2.0% | -$4,852 | 减仓 |
| AGG | ISHARES TR INDEX BARCLY USAGG B | $23.62万 | 0.05% | 2,386 | -14 | -0.6% | -$1,386 | 减仓 |
| DON | WISDOMTREE TRUST MIDCAP DIVI FD | $23.74万 | 0.05% | 4,200 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR INDEX RUSL 2000 GROW | $23.79万 | 0.05% | 604 | 604 | — | $23.79万 | 新建仓 |
| HEI | HEICO CORP NEW | $23.94万 | 0.05% | 672 | 12 | 1.8% | $4,274 | 重新持有 |
| XLE | SELECT SECTOR SPDR TR SBI INT-ENERGY | $24.03万 | 0.05% | 4,525 | 600 | 15.3% | $3.19万 | 加仓 |
| WDC | WESTERN DIGITAL CORP COM | $24.08万 | 0.05% | 377 | 377 | — | $24.08万 | 新建仓 |
| WEC | WEC ENERGY GROUP INC COM | $24.42万 | 0.05% | 2,091 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO EXCH TRADED FD TR IIS&P500 LOW VOL | $24.54万 | 0.05% | 3,276 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $24.60万 | 0.05% | 2,559 | 2,559 | — | $24.60万 | 新建仓 |
| ALL | ALLSTATE CORP COM | $24.70万 | 0.05% | 1,038 | 10 | 1.0% | $2,379 | 加仓 |
| FTNT | FORTINET INC COM | $24.72万 | 0.05% | 1,609 | 1,609 | — | $24.72万 | 新建仓 |
| SDY | SPDR SERIES TRUST S&P DIVID ETF | $24.73万 | 0.05% | 1,625 | -250 | -13.3% | -$3.80万 | 减仓 |
| SPYM | SPDR SER TR RUSSELL 1000 ETF | $24.76万 | 0.05% | 2,818 | -31 | -1.1% | -$2,724 | 减仓 |
| GUNR | FLEXSHARES TR MORNSTAR UPSTR | $24.88万 | 0.05% | 5,050 | -109 | -2.1% | -$5,370 | 减仓 |
| ALLE | ALLEGION PUB LTD CO ORD SHS | $24.92万 | 0.05% | 1,774 | 8 | 0.5% | $1,124 | 加仓 |
| CMS | CMS ENERGY CORP | $25.01万 | 0.05% | 3,269 | 1 | 0.0% | $76 | 加仓 |
| ESGD | ISHARES TR ESG AW MSCI EAFE | $25.27万 | 0.05% | 2,458 | 0 | 0.0% | — | 不变 |
| OGE | OGE ENERGY CORP COM | $25.37万 | 0.05% | 5,215 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY COM | $25.42万 | 0.05% | 3,518 | -19 | -0.5% | -$1,373 | 减仓 |
| PRU | PRUDENTIAL FINANCIAL INCORP | $25.51万 | 0.06% | 2,364 | 2,364 | — | $25.51万 | 新建仓 |
| RY | ROYAL BK CDA MONTREAL QUE COM | $25.56万 | 0.06% | 1,235 | 0 | 0.0% | — | 重新持有 |
| FLOT | ISHARES FLOATING RATE BOND ETF | $26.36万 | 0.06% | 5,165 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP COM | $26.38万 | 0.06% | 984 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC COM | $26.46万 | 0.06% | 2,883 | 40 | 1.4% | $3,671 | 加仓 |
| SHW | SHERWIN WILLIAMS CO COM | $26.48万 | 0.06% | 769 | 14 | 1.9% | $4,820 | 加仓 |
| COF | CAPITAL ONE FINL CORP COM | $26.62万 | 0.06% | 1,327 | -18 | -1.3% | -$3,611 | 减仓 |
| WM | WASTE MANAGEMENT INC DEL | $26.79万 | 0.06% | 1,202 | -215 | -15.2% | -$4.79万 | 减仓 |
| QUAL | ISHARES TR USA QUALITY FCTR | $26.81万 | 0.06% | 1,222 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR US SML CAP ETF | $27.26万 | 0.06% | 7,544 | 0 | 0.0% | — | 不变 |
| IGF | ISHARES TR GLB INFRASTR ETF | $27.46万 | 0.06% | 4,123 | 0 | 0.0% | — | 不变 |
| BKDV | BNY MELLON ETF TRUST II DYNAMIC VALUE | $28.12万 | 0.06% | 8,399 | -530 | -5.9% | -$1.77万 | 减仓 |
| FSIG | FIRST TR EXCHANGE TRADED FD IV LIMITED DURATION | $28.30万 | 0.06% | 15,015 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC COM | $28.36万 | 0.06% | 3,349 | 0 | 0.0% | — | 不变 |
| EES | WISDOMTREE TRUST SMLCAP EARN FD | $28.47万 | 0.06% | 4,200 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN CRUISES LTD COM | $28.48万 | 0.06% | 897 | -3 | -0.3% | -$953 | 减仓 |
| LIN | LINDE PLC COM EURO .001 | $28.85万 | 0.06% | 556 | -1 | -0.2% | -$519 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW COM | $29.23万 | 0.06% | 1,307 | 4 | 0.3% | $895 | 加仓 |
| BP | BP AMOCO PLC ADS (UK) | $29.24万 | 0.06% | 7,914 | -178 | -2.2% | -$6,577 | 减仓 |
| RUSHA | RUSH ENTERPRISES INC CL A | $29.56万 | 0.06% | 4,050 | 0 | 0.0% | — | 不变 |
| FNF | FIDELITY NATL FINL INC COM SHS | $29.69万 | 0.06% | 6,298 | -19 | -0.3% | -$896 | 减仓 |
| REGL | PROSHARES TR S&P MDCP 400 DIV | $29.83万 | 0.06% | 3,258 | -700 | -17.7% | -$6.41万 | 减仓 |
| D | DOMINION ENERGY INC COM | $29.84万 | 0.06% | 4,369 | -22 | -0.5% | -$1,502 | 减仓 |
| IGV | ISHARES TR EXPANDED TECH | $29.87万 | 0.06% | 3,297 | 705 | 27.2% | $6.39万 | 加仓 |
| NOBL | PROSHARES TR S&P 500 DV ARIST | $29.94万 | 0.06% | 5,332 | -268 | -4.8% | -$1.50万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $30.17万 | 0.07% | 2,586 | -298 | -10.3% | -$3.48万 | 减仓 |
| PMBS | PIMCO ETF TR MTG BKD SECS ACT | $30.29万 | 0.07% | 6,134 | 1,933 | 46.0% | $9.55万 | 加仓 |
| KVUE | KENVUE INC COM | $30.43万 | 0.07% | 15,922 | 0 | 0.0% | — | 不变 |
| LH | LABORATORY CORP AMER HLDGS COM NEW | $31.11万 | 0.07% | 1,111 | 0 | 0.0% | — | 不变 |
| TROW | T. ROWE PRICE GROUP INC | $31.13万 | 0.07% | 2,738 | 0 | 0.0% | — | 不变 |
| JPIE | J P MORGAN EXCHANGE TRADED FINCOME ETF | $31.35万 | 0.07% | 6,809 | 6,809 | — | $31.35万 | 新建仓 |