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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE COMPUTER INC. CMN. | $3,090.66万 | 6.68% | 106,814 | -785 | -0.7% | -$22.71万 | 减仓 |
| CVX | CHEVRON COM | $2,195.36万 | 4.75% | 132,442 | -16 | -0.0% | -$2,652 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $1,722.14万 | 3.72% | 67,809 | -421 | -0.6% | -$10.69万 | 减仓 |
| LLY | LILLY ELI & COMPANY | $1,243.44万 | 2.69% | 10,367 | -54 | -0.5% | -$6.48万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,198.16万 | 2.59% | 16 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT COM | $1,033.83万 | 2.24% | 27,716 | 494 | 1.8% | $18.43万 | 加仓 |
| GOOG | ALPHABET INC. | $1,031.94万 | 2.23% | 29,207 | -842 | -2.8% | -$29.75万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING INC - TAXABLE | $956.94万 | 2.07% | 42,730 | -25 | -0.1% | -$5,599 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $910.19万 | 1.97% | 25,470 | -297 | -1.2% | -$10.61万 | 减仓 |
| JPM | JP MORGAN CHASE & CO COM | $895.09万 | 1.94% | 27,346 | -138 | -0.5% | -$4.52万 | 减仓 |
| AVGO | BROADCOM INC | $890.20万 | 1.92% | 23,566 | -994 | -4.0% | -$37.55万 | 减仓 |
| AMZN | AMAZON COM INC COM | $801.30万 | 1.73% | 33,620 | -333 | -1.0% | -$7.94万 | 减仓 |
| NVDA | NVIDIA CORP | $717.92万 | 1.55% | 35,880 | -10,834 | -23.2% | -$216.78万 | 减仓 |
| VOO | VANGUARD INDEX FDS S&P 500 ETF SHS | $660.08万 | 1.43% | 9,611 | 647 | 7.2% | $44.44万 | 加仓 |
| IVV | ISHARES TR S&P 500 INDEX | $616.79万 | 1.33% | 8,236 | -638 | -7.2% | -$47.78万 | 减仓 |
| SPY | SPDR TR UNIT SER 1 | $545.74万 | 1.18% | 7,308 | -59 | -0.8% | -$4.41万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $508.59万 | 1.10% | 10,164 | -21 | -0.2% | -$1.05万 | 减仓 |
| WMT | WAL-MART | $503.72万 | 1.09% | 44,475 | -75 | -0.2% | -$8,494 | 减仓 |
| V | VISA INC COM CL A | $484.53万 | 1.05% | 14,123 | 16 | 0.1% | $5,489 | 加仓 |
| CAT | CATERPILLAR INC COM | $472.81万 | 1.02% | 4,440 | -568 | -11.3% | -$60.49万 | 减仓 |
| RTX | RTX CORPORATION COM | $455.73万 | 0.99% | 24,020 | -143 | -0.6% | -$2.71万 | 减仓 |
| QQQ | INVESCO QQQ TR UNIT SER 1 | $445.89万 | 0.96% | 6,055 | -287 | -4.5% | -$21.13万 | 减仓 |
| PG | PROCTER & GAMBLE CO. | $445.17万 | 0.96% | 30,358 | -22 | -0.1% | -$3,226 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FD EUROPE PAC ETF | $433.46万 | 0.94% | 60,837 | 1,384 | 2.3% | $9.86万 | 加仓 |
| HD | HOME DEPOT COM | $429.55万 | 0.93% | 12,180 | 13 | 0.1% | $4,585 | 加仓 |
| TGT | TARGET CORPORATION | $407.49万 | 0.88% | 31,199 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO | $385.76万 | 0.83% | 32,842 | -665 | -2.0% | -$7.81万 | 减仓 |
| MRK | MERCK & CO INC | $362.95万 | 0.78% | 28,245 | -36 | -0.1% | -$4,626 | 减仓 |
| ABBV | ABBVIE INC COM | $343.01万 | 0.74% | 13,631 | -7 | -0.1% | -$1,761 | 减仓 |
| DE | DEERE & CO COM | $336.45万 | 0.73% | 5,304 | -7 | -0.1% | -$4,440 | 减仓 |
| ITOT | ISHARES TR CORE S&P TTL STK | $318.04万 | 0.69% | 19,361 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC COM | $303.90万 | 0.66% | 4,261 | -14 | -0.3% | -$9,985 | 减仓 |
| VO | VANGUARD MID CAP ETF | $301.47万 | 0.65% | 37,422 | 3,738 | 11.1% | $30.11万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC COM | $290.71万 | 0.63% | 8,525 | -505 | -5.6% | -$17.22万 | 减仓 |
| META | FACEBOOK INC CL A | $284.68万 | 0.62% | 5,054 | -94 | -1.8% | -$5.29万 | 减仓 |
| IWM | ISHARES TR RUSSELL 2000 | $281.36万 | 0.61% | 9,365 | -60 | -0.6% | -$1.80万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $276.74万 | 0.60% | 4,764 | -24 | -0.5% | -$1.39万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $267.14万 | 0.58% | 5,439 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS SMALL CP ETF | $243.67万 | 0.53% | 8,039 | 196 | 2.5% | $5.94万 | 加仓 |
| VTI | VANGUARD TOTAL STK MKT ETF | $242.07万 | 0.52% | 6,542 | -251 | -3.7% | -$9.29万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF | $241.07万 | 0.52% | 15,255 | 379 | 2.5% | $5.99万 | 加仓 |
| ASML | ASML HOLDING NV NY REG SHS | $235.15万 | 0.51% | 1,182 | 11 | 0.9% | $2.19万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS INTER TERM TREAS | $233.36万 | 0.50% | 39,573 | -1,328 | -3.2% | -$7.83万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC 500 GRTH IDX F | $231.48万 | 0.50% | 28,018 | 766 | 2.8% | $6.33万 | 加仓 |
| IVW | ISHARES TR S&P 500 GRWT ETF | $219.47万 | 0.47% | 15,958 | -269 | -1.7% | -$3.70万 | 减仓 |
| JPST | JP MORGAN ETF ULTRA SHORT INCOME | $213.42万 | 0.46% | 42,211 | 457 | 1.1% | $2.31万 | 加仓 |
| IWF | ISHARES TR INDEX RUSSELL1000GRW | $206.37万 | 0.45% | 16,620 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP NEW COM | $201.04万 | 0.43% | 21,788 | -48 | -0.2% | -$4,429 | 减仓 |
| UNP | UNION PAC CORP COM | $198.42万 | 0.43% | 7,295 | -31 | -0.4% | -$8,432 | 减仓 |
| ETN | EATON CORP CMN | $195.71万 | 0.42% | 4,593 | -7 | -0.2% | -$2,983 | 减仓 |
| GS | GOLDMAN SACHS | $195.09万 | 0.42% | 1,929 | -136 | -6.6% | -$13.75万 | 减仓 |
| NSC | NORFOLK SOUTHERN CORP COM | $195.04万 | 0.42% | 6,200 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INC CL A | $189.24万 | 0.41% | 10,541 | -1,777 | -14.4% | -$31.90万 | 减仓 |
| PEP | PEPSICO INC | $188.86万 | 0.41% | 13,948 | -52 | -0.4% | -$7,041 | 减仓 |
| XLK | TECHNOLOGY SELECT SECTOR | $185.76万 | 0.40% | 9,750 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP COM | $185.42万 | 0.40% | 4,094 | 4 | 0.1% | $1,812 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $182.84万 | 0.40% | 3,560 | -8 | -0.2% | -$4,109 | 减仓 |
| GD | GENERAL DYNAMICS CORPORATION | $180.23万 | 0.39% | 5,088 | -165 | -3.1% | -$5.84万 | 减仓 |
| KO | COCA COLA CO COM | $178.95万 | 0.39% | 22,019 | -3 | -0.0% | -$244 | 减仓 |
| IBM | INTL BUSINESS MACHINES COM | $177.80万 | 0.38% | 6,323 | -117 | -1.8% | -$3.29万 | 减仓 |
| COST | COSTCO WHSL CORP NEW COM | $173.34万 | 0.37% | 1,853 | 52 | 2.9% | $4.86万 | 加仓 |
| SYK | STRYKER CORP | $171.83万 | 0.37% | 5,458 | -72 | -1.3% | -$2.27万 | 减仓 |
| VIG | VANGUARD SPECIALIZED PORT DIVD APPREC INDX ETF | $164.43万 | 0.36% | 6,949 | 150 | 2.2% | $3.55万 | 加仓 |
| CVS | CVS CORP. | $161.31万 | 0.35% | 15,593 | -17 | -0.1% | -$1,759 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR | $160.80万 | 0.35% | 3,367 | 462 | 15.9% | $22.06万 | 加仓 |
| BLK | BLACKROCK INC COM | $156.83万 | 0.34% | 1,631 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $156.06万 | 0.34% | 17,022 | -4 | -0.0% | -$367 | 减仓 |
| IJH | ISHARES TR S&P MIDCAP 400 | $155.62万 | 0.34% | 20,182 | -1,040 | -4.9% | -$8.02万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP COM | $155.53万 | 0.34% | 3,053 | -52 | -1.7% | -$2.65万 | 减仓 |
| IJR | ISHARES TR S&P SMALL CAP 600 INDEX | $155.47万 | 0.34% | 10,483 | 1 | 0.0% | $148 | 加仓 |
| MINT | PIMCO ETF TR ENHAN SHRT MA AC | $145.71万 | 0.32% | 14,454 | -1,205 | -7.7% | -$12.15万 | 减仓 |
| IEMG | ISHARES INC CORE MSCI EMKT | $141.35万 | 0.31% | 17,063 | 297 | 1.8% | $2.46万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $141.05万 | 0.30% | 4,854 | -1 | -0.0% | -$291 | 减仓 |
| INTC | INTEL COM | $140.03万 | 0.30% | 10,029 | -331 | -3.2% | -$4.62万 | 减仓 |
| DGRO | ISHARES DIVIDEND GROWTH ETF | $136.01万 | 0.29% | 17,946 | 0 | 0.0% | — | 不变 |
| GWW | GRAINGER W.W. INC | $135.09万 | 0.29% | 993 | 0 | 0.0% | — | 不变 |
| JMST | J P MORGAN EXCHANGE-TRADED FULTRA SHT MUNCPL | $133.13万 | 0.29% | 26,104 | 3,839 | 17.2% | $19.58万 | 加仓 |
| WFC | WELLS FARGO & CO NEW COM | $132.84万 | 0.29% | 16,076 | -97 | -0.6% | -$8,015 | 减仓 |
| KMB | KIMBERLY - CLARK CORP | $132.77万 | 0.29% | 12,095 | 499 | 4.3% | $5.48万 | 加仓 |
| GE | GENERAL ELECTRIC CO COM NEW | $132.37万 | 0.29% | 3,542 | 44 | 1.3% | $1.64万 | 加仓 |
| MU | MICRON TECHNOLOGY INC COM | $129.74万 | 0.28% | 1,124 | -128 | -10.2% | -$14.77万 | 减仓 |
| TSLA | TESLA MTRS INC COM | $125.67万 | 0.27% | 2,988 | -148 | -4.7% | -$6.22万 | 减仓 |
| GEV | GE VERNOVA INC COM | $124.65万 | 0.27% | 1,061 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP COM | $123.61万 | 0.27% | 4,573 | -37 | -0.8% | -$1.00万 | 减仓 |
| EMR | EMERSON ELECTRIC | $120.12万 | 0.26% | 8,391 | 32 | 0.4% | $4,581 | 加仓 |
| IEFA | ISHARES TR CORE MSCI EAFE | $119.86万 | 0.26% | 12,411 | 433 | 3.6% | $4.18万 | 加仓 |
| SO | SOUTHERN COMPANY | $117.66万 | 0.25% | 12,293 | 0 | 0.0% | — | 不变 |
| CAFX | PROFESIONALLY MANAGED PORTFOCONGRESS INTERME | $113.12万 | 0.24% | 45,945 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC COM | $112.81万 | 0.24% | 15,800 | -472 | -2.9% | -$3.37万 | 减仓 |
| VV | VANGUARD INDEX FD LARGE CAP ETF | $108.67万 | 0.23% | 3,160 | -189 | -5.6% | -$6.50万 | 减仓 |
| AFL | AFLAC INC COM | $107.59万 | 0.23% | 9,176 | -55 | -0.6% | -$6,449 | 减仓 |
| ISTB | ISHARES TR CORE 1 5 YR USD | $107.24万 | 0.23% | 22,225 | 16,755 | 306.3% | $80.84万 | 加仓 |
| VTV | VANGUARD INDEX FDS VALUE ETF | $105.59万 | 0.23% | 4,845 | 93 | 2.0% | $2.03万 | 加仓 |
| ORCL | ORACLE CORPORATION | $105.02万 | 0.23% | 7,166 | 48 | 0.7% | $7,034 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $103.45万 | 0.22% | 3,825 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP COM | $97.84万 | 0.21% | 2,258 | -74 | -3.2% | -$3.21万 | 减仓 |
| MMM | 3M COMPANY COM | $96.71万 | 0.21% | 5,973 | 12 | 0.2% | $1,943 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $96.63万 | 0.21% | 2,325 | 30 | 1.3% | $1.25万 | 加仓 |
| GLD | SPDR GOLD TRUST GOLD SHS | $96.11万 | 0.21% | 2,609 | 419 | 19.1% | $15.44万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS S/T CORP BD INDEX ETF | $95.40万 | 0.21% | 12,072 | -357 | -2.9% | -$2.82万 | 减仓 |