13F 机构持仓

Essex LLC

DEER PARK IL · SEC CIK 0001889147

2026Q22026Q1 更早 9 个季度 🔒
$5.66亿2026Q1 申报市值
175持仓数
46.0%前十大占比 · 第一大 6.4%
5 / 10新建仓 / 清仓
申报市值走势$6.59亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

JBND 6.4%
VCRB 6.3%
XLK 6.1%
VCIT 5.0%
SCHX 4.2%
SJNK 3.8%
NBIS 3.8%
SCHM 3.6%
SCHF 3.5%
VCSH 3.2%

2026Q1 买入最多 按季末市值估算

FBND 加仓+$343.99万
VCRB 加仓+$312.10万
JBND 加仓+$300.72万
XLK 加仓+$144.50万
GRANITESHARES ET 加仓+$69.30万

2026Q1 卖出最多 按季末市值估算

XSW 减仓-$159.25万
VCIT 减仓-$85.41万
BAC 清仓-$66.73万
EXXON MOBIL CORP 减仓-$52.85万
ABBV 减仓-$52.07万

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
JBND J P MORGAN EXCHANGE TRADED F $3,604.31万6.36%670,321 55,9279.1% $300.72万 加仓
VCRB VANGUARD MALVERN FDS $3,590.71万6.34%464,036 40,3339.5% $312.10万 加仓
XLK SELECT SECTOR SPDR TR $3,458.28万6.11%260,217 10,8734.4% $144.50万 加仓
VCIT VANGUARD SCOTTSDALE FDS $2,841.88万5.02%343,429 -10,322-2.9% -$85.41万 减仓
SCHX SCHWAB STRATEGIC TR $2,406.81万4.25%938,695 2,7070.3% $6.94万 加仓
SJNK SPDR SERIES TRUST $2,143.12万3.78%857,935 16,1821.9% $40.42万 加仓
NBIS NEBIUS GROUP N.V. $2,131.35万3.76%205,412 7860.4% $8.16万 加仓
SCHM SCHWAB STRATEGIC TR $2,062.47万3.64%666,173 9,4531.4% $29.27万 加仓
SCHF SCHWAB STRATEGIC TR $1,987.26万3.51%802,934 10,1881.3% $25.22万 加仓
VCSH VANGUARD SCOTTSDALE FDS $1,832.35万3.23%231,153 -1,048-0.5% -$8.31万 减仓
GS GOLDMAN SACHS GROUP INC $1,310.52万2.31%15,491 -425-2.7% -$35.95万 减仓
FPEI FIRST TR EXCH TRADED FD III $1,227.08万2.17%645,831 3,5730.6% $6.79万 加仓
SCHA SCHWAB STRATEGIC TR $1,138.20万2.01%391,403 1,3700.4% $3.98万 加仓
JPM JPMORGAN CHASE & CO $964.60万1.70%32,792 -444-1.3% -$13.06万 减仓
NVDA NVIDIA CORPORATION $956.48万1.69%54,844 -788-1.4% -$13.74万 减仓
IYW ISHARES TR $868.08万1.53%47,849 3380.7% $6.13万 加仓
XLF SELECT SECTOR SPDR TR $851.74万1.50%172,522 5440.3% $2.69万 加仓
AAPL APPLE INC $833.64万1.47%32,848 -325-1.0% -$8.25万 减仓
XLI SELECT SECTOR SPDR TR $748.89万1.32%46,305 5301.2% $8.57万 加仓
XLC SELECT SECTOR SPDR TR $713.31万1.26%64,343 -820-1.3% -$9.09万 减仓
GOOGL ALPHABET INC $712.05万1.26%24,762 -346-1.4% -$9.95万 减仓
XLV SELECT SECTOR SPDR TR $708.57万1.25%48,330 1,4053.0% $20.60万 加仓
GOOG ALPHABET INC $644.79万1.14%22,478 -223-1.0% -$6.40万 减仓
FNDE SCHWAB STRATEGIC TR $617.33万1.09%161,351 3,2222.0% $12.33万 加仓
JNJ JOHNSON & JOHNSON $581.78万1.03%23,801 1,9358.8% $47.30万 加仓
GE GE AEROSPACE $549.65万0.97%19,370 -226-1.2% -$6.41万 减仓
DE DEERE & CO $538.85万0.95%9,566 -115-1.2% -$6.48万 减仓
MSFT MICROSOFT CORP $484.92万0.86%13,100 2872.2% $10.62万 加仓
RTX RTX CORPORATION $476.37万0.84%24,695 -329-1.3% -$6.35万 减仓
AMZN AMAZON COM INC $425.80万0.75%20,445 -912-4.3% -$18.99万 减仓
SPY STATE STR SPDR S&P 500 ETF T $413.41万0.73%6,357 3505.8% $22.76万 加仓
GD GENERAL DYNAMICS CORP $390.14万0.69%11,367 -225-1.9% -$7.72万 减仓
MLPX GLOBAL X FDS $389.85万0.69%52,725 -933-1.7% -$6.90万 减仓
FBND FIDELITY MERRIMACK STR TR $382.62万0.68%83,871 75,403890.4% $343.99万 加仓
MRK MERCK & CO INC $320.43万0.57%26,639 -946-3.4% -$11.38万 减仓
XLE SELECT SECTOR SPDR TR $306.59万0.54%50,048 4961.0% $3.04万 加仓
EMR EMERSON ELEC CO $304.24万0.54%23,221 -391-1.7% -$5.12万 减仓
META META PLATFORMS INC $295.28万0.52%5,161 00.0% — 不变
MRSH MARSH & MCLENNAN COS INC $289.05万0.51%16,665 -948-5.4% -$16.44万 减仓
SHYG ISHARES TR $285.59万0.50%67,499 5,8309.5% $24.67万 加仓
JPST J P MORGAN EXCHANGE TRADED F $274.36万0.48%54,210 4110.8% $2.08万 加仓
GEV GE VERNOVA INC $272.96万0.48%3,127 -5-0.2% -$4,365 减仓
XLP SELECT SECTOR SPDR TR $271.21万0.48%33,082 1,5855.0% $12.99万 加仓
LLY ELI LILLY & CO $269.93万0.48%2,935 50.2% $4,598 加仓
LIN LINDE PLC $265.20万0.47%5,349 40.1% $1,983 加仓
— EXXON MOBIL CORP $251.03万0.44%14,796 -3,115-17.4% -$52.85万 减仓
SCHB SCHWAB STRATEGIC TR $236.71万0.42%94,306 -188-0.2% -$4,719 减仓
IVV ISHARES TR $236.07万0.42%3,614 491.4% $3.20万 加仓
IBM INTERNATIONAL BUSINESS MACHS $234.00万0.41%9,654 1531.6% $3.71万 加仓
PG PROCTER & GAMBLE CO $227.72万0.40%15,766 -360-2.2% -$5.20万 减仓
VXUS VANGUARD STAR FDS $222.72万0.39%28,884 2,73010.4% $21.05万 加仓
XSW SPDR SERIES TRUST $218.50万0.39%15,356 -11,192-42.2% -$159.25万 减仓
XLY SELECT SECTOR SPDR TR $216.90万0.38%19,903 1,4007.6% $15.26万 加仓
IYH ISHARES TR $216.49万0.38%35,121 9092.7% $5.60万 加仓
EXC EXELON CORP $212.69万0.38%43,388 -201-0.5% -$9,853 减仓
— HONEYWELL INTL INC $211.83万0.37%9,372 -89-0.9% -$2.01万 减仓
SO SOUTHERN CO $210.43万0.37%21,802 -130-0.6% -$1.25万 减仓
SCHI SCHWAB STRATEGIC TR $197.63万0.35%87,138 4,4125.3% $10.01万 加仓
XLB SELECT SECTOR SPDR TR $182.31万0.32%36,484 1,0743.0% $5.37万 加仓
VTI VANGUARD INDEX FDS $179.86万0.32%5,606 72914.9% $23.39万 加仓
WM WASTE MGMT INC DEL $177.88万0.31%7,741 -149-1.9% -$3.42万 减仓
SCHJ SCHWAB STRATEGIC TR $176.96万0.31%71,571 -14,738-17.1% -$36.44万 减仓
ED CONSOLIDATED EDISON INC $172.25万0.30%15,219 -353-2.3% -$4.00万 减仓
IYJ ISHARES TR $168.79万0.30%11,440 1981.8% $2.92万 加仓
IYF ISHARES TR $165.91万0.29%14,101 1,1679.0% $13.73万 加仓
IDU ISHARES TR $160.97万0.28%13,864 -32-0.2% -$3,716 减仓
VO VANGUARD INDEX FDS $152.98万0.27%5,327 330.6% $9,477 加仓
PFE PFIZER INC $150.69万0.27%53,665 -1,549-2.8% -$4.35万 减仓
AIQ GLOBAL X FDS $150.41万0.27%32,228 -10-0.0% -$467 减仓
VRSN VERISIGN INC $146.09万0.26%5,882 00.0% — 不变
BXP BXP INC $143.98万0.25%27,741 -938-3.3% -$4.87万 减仓
XLU SELECT SECTOR SPDR TR $138.59万0.24%30,200 1,5085.3% $6.92万 加仓
VTV VANGUARD INDEX FDS $136.58万0.24%6,961 350.5% $6,867 加仓
— GRANITESHARES ETF TR $136.37万0.24%131,632 66,892103.3% $69.30万 加仓
TSLA TESLA INC $132.30万0.23%3,559 55318.4% $20.56万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $132.12万0.23%2,757 772.9% $3.69万 加仓
VIG VANGUARD SPECIALIZED FUNDS $127.69万0.23%5,937 220.4% $4,732 加仓
XNCR XENCOR INC $118.99万0.21%98,661 00.0% — 不变
ANET ARISTA NETWORKS INC $116.08万0.20%9,454 2192.4% $2.69万 加仓
AVGO BROADCOM INC $112.32万0.20%3,629 3059.2% $9.44万 加仓
IJJ ISHARES TR $110.54万0.20%8,343 -143-1.7% -$1.89万 减仓
FPE FIRST TR EXCH TRADED FD III $101.15万0.18%56,988 4,2038.0% $7.46万 加仓
VB VANGUARD INDEX FDS $98.64万0.17%3,766 160.4% $4,191 加仓
VWO VANGUARD INTL EQUITY INDEX F $96.08万0.17%17,777 1250.7% $6,756 加仓
TT TRANE TECHNOLOGIES PLC $92.57万0.16%2,221 -1-0.0% -$417 减仓
NFLX NETFLIX INC. $88.88万0.16%9,244 -19-0.2% -$1,827 减仓
SCHG SCHWAB STRATEGIC TR $83.69万0.15%28,729 1,1454.2% $3.34万 加仓
VBIL VANGUARD INSTL INDEX FD $82.38万0.15%10,890 -1,123-9.3% -$8.50万 减仓
PYPL PAYPAL HLDGS INC $80.23万0.14%17,738 -1,967-10.0% -$8.90万 减仓
VV VANGUARD INDEX FDS $80.21万0.14%2,684 -103-3.7% -$3.08万 减仓
GLD SPDR GOLD TR $79.47万0.14%1,847 00.0% — 不变
IYK ISHARES TR $79.39万0.14%11,337 -41-0.4% -$2,871 减仓
WMT WALMART INC $79.29万0.14%6,380 3,442117.2% $42.78万 加仓
COST COSTCO WHOLESALE CORPORATION $75.40万0.13%757 -507-40.1% -$50.50万 减仓
QQQ INVESCO QQQ TR $73.55万0.13%1,274 141.1% $8,083 加仓
ABBV ABBVIE INC $70.32万0.12%3,233 -2,394-42.5% -$52.07万 减仓
CME CME GROUP INC $67.42万0.12%2,283 30.1% $886 加仓
VOO VANGUARD INDEX FDS $65.30万0.12%1,093 -47-4.1% -$2.81万 减仓
RIG TRANSOCEAN LTD $64.49万0.11%97,271 -6,427-6.2% -$4.26万 减仓
BE BLOOM ENERGY CORP $64.43万0.11%4,755 00.0% — 不变