Essex Bank
Essex CT · SEC CIK 0001752212
$4.52亿2026Q1 申报市值
305持仓数
34.9%前十大占比 · 第一大 6.5%
13 / 15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
VTES 加仓+$55.88万
AZN 新建仓+$51.59万
MINT 加仓+$40.44万
VYMI 加仓+$31.66万
EQT 新建仓+$24.83万
2026Q1 卖出最多 按季末市值估算
GOOG 减仓-$136.08万
AAPL 减仓-$73.12万
GLW 减仓-$61.57万
GOOGL 减仓-$47.59万
AZN 清仓-$47.10万
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 |
|---|---|---|---|---|---|---|---|---|
| GEV | GE VERNOVA INC COM | $92.61万 | 0.20% | 1,061 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC COM NEW | $91.46万 | 0.20% | 3,223 | -241 | -7.0% | -$6.84万 | 减仓 |
| SON | SONOCO PRODS CO COM | $90.16万 | 0.20% | 16,668 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC COM | $89.93万 | 0.20% | 2,556 | 20 | 0.8% | $7,037 | 加仓 |
| IAU | ISHARES GOLD TRUST | $89.26万 | 0.20% | 10,126 | -573 | -5.4% | -$5.05万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $88.79万 | 0.20% | 4,478 | -87 | -1.9% | -$1.73万 | 减仓 |
| DHR | DANAHER CORPORATION | $88.24万 | 0.20% | 4,654 | -216 | -4.4% | -$4.10万 | 减仓 |
| MMM | 3M COMPANY COM | $86.57万 | 0.19% | 5,961 | -1,316 | -18.1% | -$19.11万 | 减仓 |
| ECL | ECOLAB INC COM | $86.53万 | 0.19% | 3,253 | -51 | -1.5% | -$1.36万 | 减仓 |
| BMY | BRISTOL MYERS SQUIBB | $83.92万 | 0.19% | 13,837 | -744 | -5.1% | -$4.51万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $83.90万 | 0.19% | 1,707 | -56 | -3.2% | -$2.75万 | 减仓 |
| DIS | DISNEY WALT CO COM | $83.22万 | 0.18% | 8,635 | -201 | -2.3% | -$1.94万 | 减仓 |
| PYLD | PIMCO ETF TRUST MULTISECTOR BOND ACTIVE EXCHANGE | $82.93万 | 0.18% | 31,652 | 4,708 | 17.5% | $12.33万 | 加仓 |
| FCX | FREEPORT-MCMORAN COPPER & GOLD COM | $82.89万 | 0.18% | 14,104 | 163 | 1.2% | $9,579 | 加仓 |
| EFA | ISHARES TR INDEX MSCI EAFE IDX | $81.77万 | 0.18% | 8,419 | 303 | 3.7% | $2.94万 | 加仓 |
| VTES | VANGUARD WELLINGTON FD SHORT TRM TAX EX | $81.06万 | 0.18% | 8,015 | 5,525 | 221.9% | $55.88万 | 加仓 |
| CRM | SALESFORCE COM INC COM | $79.15万 | 0.18% | 4,240 | -85 | -2.0% | -$1.59万 | 减仓 |
| IWR | ISHARES TR RUSSELL MIDCAP INDEX FD | $77.85万 | 0.17% | 8,007 | -140 | -1.7% | -$1.36万 | 减仓 |
| VONV | VANGUARD RUSSELL 1000 VALUE ETF | $77.58万 | 0.17% | 8,276 | -300 | -3.5% | -$2.81万 | 减仓 |
| VLO | VALERO ENERGY CORP NEW COM | $76.72万 | 0.17% | 3,105 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES CORE S&P VALUE | $74.53万 | 0.16% | 7,289 | 1,465 | 25.2% | $14.98万 | 加仓 |
| NVS | NOVARTIS A G SPONSORED ADR | $73.53万 | 0.16% | 4,814 | 2 | 0.0% | $305 | 加仓 |
| BA | BOEING CO COM | $71.51万 | 0.16% | 3,593 | -148 | -4.0% | -$2.95万 | 减仓 |
| TRV | ST PAUL TRAVELERS COS | $70.18万 | 0.16% | 2,406 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO ETF S&P 500 EQUAL WEIGHT | $70.17万 | 0.16% | 3,656 | -101 | -2.7% | -$1.94万 | 减仓 |
| MDLZ | MONDELEZ INTL INC CL A | $69.20万 | 0.15% | 12,007 | -113 | -0.9% | -$6,512 | 减仓 |
| ANET | ARISTA NETWORKS INC COM | $67.55万 | 0.15% | 5,502 | 119 | 2.2% | $1.46万 | 加仓 |
| IVE | ISHARES TR S&P 500 VAL ETF | $67.38万 | 0.15% | 3,191 | 0 | 0.0% | — | 不变 |
| XLF | FINANCIAL SELECT SECTOR SPDR | $67.04万 | 0.15% | 13,581 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW COM | $66.56万 | 0.15% | 4,168 | 28 | 0.7% | $4,472 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR US DIVIDEND EQ | $66.56万 | 0.15% | 21,695 | 5,357 | 32.8% | $16.44万 | 加仓 |
| PFE | PFIZER INC COM | $66.31万 | 0.15% | 23,625 | 30 | 0.1% | $842 | 加仓 |
| IWP | ISHARES TR INDEX RUSSELL MCP GR | $65.70万 | 0.15% | 5,128 | 0 | 0.0% | — | 不变 |
| — | FLEXSHARES TR ESG & CLM US LRG | $65.59万 | 0.15% | 9,396 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS | $65.48万 | 0.14% | 13,043 | -279 | -2.1% | -$1.40万 | 减仓 |
| CI | CIGNA CORP NEW | $64.18万 | 0.14% | 2,406 | -421 | -14.9% | -$11.23万 | 减仓 |
| AXP | AMERICAN EXPRESS | $64.09万 | 0.14% | 2,119 | -522 | -19.8% | -$15.79万 | 减仓 |
| EFV | ISHARES TR MSCI VAL IDX | $63.70万 | 0.14% | 8,568 | -53 | -0.6% | -$3,941 | 减仓 |
| IWD | ISHARES TR RUSSELL1000VAL | $63.40万 | 0.14% | 2,967 | 17 | 0.6% | $3,632 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $63.22万 | 0.14% | 2,264 | 122 | 5.7% | $3.41万 | 加仓 |
| CB | CHUBB LIMITED COM | $62.48万 | 0.14% | 1,917 | -478 | -20.0% | -$15.58万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $62.10万 | 0.14% | 2,295 | -101 | -4.2% | -$2.73万 | 减仓 |
| IYW | ISHARES TR DJ US TECH SEC | $60.68万 | 0.13% | 3,345 | 0 | 0.0% | — | 不变 |
| WTM | WHITE MTNS INS GROUP LTD COM | $60.42万 | 0.13% | 275 | 0 | 0.0% | — | 不变 |
| PRF | INVESCO EXCHANGE TRADED FD TRAFI US 1000 ETF | $58.87万 | 0.13% | 12,389 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMERICA CORP COM | $58.51万 | 0.13% | 12,003 | -590 | -4.7% | -$2.88万 | 减仓 |
| MO | ALTRIA GROUP INC | $58.07万 | 0.13% | 8,800 | -550 | -5.9% | -$3.63万 | 减仓 |
| AEP | AMERICAN ELECTRIC POWER | $57.90万 | 0.13% | 4,417 | -58 | -1.3% | -$7,603 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX FEMR MKT ETF | $57.80万 | 0.13% | 10,696 | -1,063 | -9.0% | -$5.74万 | 减仓 |
| QCOM | QUALCOMM INC COM | $57.31万 | 0.13% | 4,450 | -238 | -5.1% | -$3.06万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR SBI INT-INDS | $56.40万 | 0.12% | 3,487 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC CL B | $55.91万 | 0.12% | 10,587 | -540 | -4.9% | -$2.85万 | 减仓 |
| VYMI | VANGUARD WHITEHALL INTL HIGHDIVIDEND YIELD ETF | $55.64万 | 0.12% | 5,904 | 3,359 | 132.0% | $31.66万 | 加仓 |
| C | CITIGROUP INC COM NEW | $55.47万 | 0.12% | 4,891 | 141 | 3.0% | $1.60万 | 加仓 |
| SPSM | SPDR SER TR PORTFOLIO SM ETF | $54.95万 | 0.12% | 11,374 | -119 | -1.0% | -$5,749 | 减仓 |
| APH | AMPHENOL CORP NEW | $54.90万 | 0.12% | 4,345 | 5 | 0.1% | $632 | 加仓 |
| DOV | DOVER CORP | $54.63万 | 0.12% | 2,621 | -1,000 | -27.6% | -$20.84万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $54.51万 | 0.12% | 799 | -28 | -3.4% | -$1.91万 | 减仓 |
| SHEL | SHELL PLC SPONSORED ADR REPRESENTING B SHRS | $53.20万 | 0.12% | 5,720 | -697 | -10.9% | -$6.48万 | 减仓 |
| MS | MORGAN STANLEY DEAN WITTER | $52.20万 | 0.12% | 3,172 | -55 | -1.7% | -$9,051 | 减仓 |
| XLY | CONSUMER DISCRETIONARY SLCT | $52.07万 | 0.12% | 4,778 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $51.59万 | 0.11% | 2,616 | 2,616 | — | $51.59万 | 新建仓 |
| XLC | SELECT SECTOR SPDR COMMUNICATIONS INDX | $50.82万 | 0.11% | 4,584 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC COM | $50.73万 | 0.11% | 3,068 | -455 | -12.9% | -$7.52万 | 减仓 |
| IQDF | FLEXSHARES TRUST INTERNATIONAL QUALITY DIV | $50.67万 | 0.11% | 16,006 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $50.01万 | 0.11% | 3,588 | -627 | -14.9% | -$8.74万 | 减仓 |
| LRCX | LAM RESEARCH CORP COM | $49.83万 | 0.11% | 2,332 | -271 | -10.4% | -$5.79万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR STATE STREET HEA | $49.66万 | 0.11% | 3,387 | -160 | -4.5% | -$2.35万 | 减仓 |
| TILT | FLEXSHARES MORNINGSTAR US | $49.36万 | 0.11% | 2,045 | 0 | 0.0% | — | 不变 |
| STT | STATE STREET CORP | $49.17万 | 0.11% | 3,885 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS MCAP VL IDXVIP | $48.46万 | 0.11% | 2,630 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC COM | $48.32万 | 0.11% | 4,188 | -79 | -1.9% | -$9,115 | 减仓 |
| GLW | CORNING INC COM | $47.14万 | 0.10% | 3,467 | -4,528 | -56.6% | -$61.57万 | 减仓 |
| ABT | ABBOTT LABS COM | $46.94万 | 0.10% | 4,572 | -1,687 | -27.0% | -$17.32万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $46.36万 | 0.10% | 2,228 | 25 | 1.1% | $5,202 | 加仓 |
| T | AT&T INC COM | $46.10万 | 0.10% | 15,908 | 385 | 2.5% | $1.12万 | 加仓 |
| TXN | TEXAS INSTRUMENTS | $45.78万 | 0.10% | 2,358 | -31 | -1.3% | -$6,018 | 减仓 |
| INTC | INTEL COM | $45.72万 | 0.10% | 10,360 | 162 | 1.6% | $7,149 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD TS&P 500 TOP 50 | $45.40万 | 0.10% | 8,324 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC COM | $45.32万 | 0.10% | 5,656 | 1 | 0.0% | $80 | 加仓 |
| IRM | IRON MTN INC NEW COM | $45.26万 | 0.10% | 4,431 | -64 | -1.4% | -$6,537 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR US LRG CAP ETF | $44.04万 | 0.10% | 17,185 | -513 | -2.9% | -$1.31万 | 减仓 |
| DVY | ISHARES TR INDEX DJ SEL DIV INX | $43.21万 | 0.10% | 2,854 | -72 | -2.5% | -$1.09万 | 减仓 |
| APD | AIR PRODS & CHEMS INC COM | $42.55万 | 0.09% | 1,465 | -21 | -1.4% | -$6,100 | 减仓 |
| MU | MICRON TECHNOLOGY INC COM | $42.30万 | 0.09% | 1,252 | 24 | 2.0% | $8,108 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $42.19万 | 0.09% | 2,884 | 63 | 2.2% | $9,215 | 加仓 |
| BX | BLACKSTONE GROUP INC COM CL A | $41.27万 | 0.09% | 3,589 | 29 | 0.8% | $3,335 | 加仓 |
| HCA | HCA HLDGS INC COM | $40.46万 | 0.09% | 855 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP COM NEW | $40.18万 | 0.09% | 7,727 | 142 | 1.9% | $7,384 | 加仓 |
| — | DUPONT DE NEMOURS INC (NEW) | $39.32万 | 0.09% | 8,586 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COMPANIES | $38.77万 | 0.09% | 1,641 | -114 | -6.5% | -$2.69万 | 减仓 |
| SLB | SCHLUMBERGER LTD | $38.49万 | 0.09% | 7,491 | 112 | 1.5% | $5,755 | 加仓 |
| MAR | MARRIOTT INTL INC NEW CL A | $38.33万 | 0.08% | 1,172 | -19 | -1.6% | -$6,214 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP COM | $38.14万 | 0.08% | 3,215 | 4 | 0.1% | $475 | 加仓 |
| BP | BP AMOCO PLC ADS (UK) | $38.03万 | 0.08% | 8,092 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP COM | $37.73万 | 0.08% | 7,696 | -6 | -0.1% | -$294 | 减仓 |
| FDX | FEDEX CORP | $37.22万 | 0.08% | 1,045 | -25 | -2.3% | -$8,904 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR US BRD MKT ETF | $37.00万 | 0.08% | 14,746 | 16 | 0.1% | $401 | 加仓 |
| VGT | VANGUARD WORLD FDS INF TECH ETF | $36.70万 | 0.08% | 526 | -50 | -8.7% | -$3.49万 | 减仓 |
| SCHF | SCHWAB STRATEGIC INTL EQUITYETF | $36.02万 | 0.08% | 14,553 | -648 | -4.3% | -$1.60万 | 减仓 |