Essex Financial Services, Inc. 13F 持仓 · 2026年Q2
Essex Financial Services 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 836 只证券，申报市值合计 20.08 亿美元。前几大持仓：AAPL（4.62%）、QQQ（3.55%）、VOOG（2.20%）。本季前 25 大持仓中：增持 11 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $92.7M | 4.62% | 320,429 | 减持 |
| 2 | QQQ | INVESCO QQQ TR | $71.2M | 3.55% | 96,658 | 减持 |
| 3 | VOOG | VANGUARD ADMIRAL FDS INC | $44.2M | 2.20% | 534,985 | 增持 |
| 4 | MSFT | MICROSOFT CORP | $39.7M | 1.98% | 106,428 | 增持 |
| 5 | GOOGL | ALPHABET INC | $39.2M | 1.95% | 109,786 | 减持 |
| 6 | NVDA | NVIDIA CORPORATION | $35.8M | 1.78% | 179,035 | 减持 |
| 7 | SPY | STATE STR SPDR S&P 500 ETF T | $34.8M | 1.73% | 46,595 | 减持 |
| 8 | IVV | ISHARES TR | $31.0M | 1.54% | 41,363 | 增持 |
| 9 | GLD | SPDR GOLD TR | $28.9M | 1.44% | 78,415 | 减持 |
| 10 | LLY | ELI LILLY & CO | $27.3M | 1.36% | 22,725 | 减持 |
| 11 | VYM | VANGUARD WHITEHALL FDS | $27.3M | 1.36% | 172,522 | 增持 |
| 12 | AMZN | AMAZON COM INC | $27.1M | 1.35% | 113,638 | 增持 |
| 13 | PYLD | PIMCO ETF TR | $26.5M | 1.32% | 998,121 | 增持 |
| 14 | ITOT | ISHARES TR | $21.6M | 1.08% | 131,764 | 减持 |
| 15 | JPM | JPMORGAN CHASE & CO | $20.8M | 1.03% | 63,447 | 减持 |
| 16 | TPL | TEXAS PACIFIC LAND CORPORATI | $20.7M | 1.03% | 47,379 | 减持 |
| 17 | JPST | J P MORGAN EXCHANGE TRADED F | $19.0M | 0.95% | 375,686 | 增持 |
| 18 | XOM | EXXON MOBIL CORP | $19.0M | 0.95% | 139,123 | 增持 |
| 19 | VTV | VANGUARD INDEX FDS | $18.5M | 0.92% | 84,871 | 减持 |
| 20 | GOOG | ALPHABET INC | $17.9M | 0.89% | 50,702 | 减持 |
| 21 | RSP | INVESCO EXCHANGE TRADED FD T | $18.0M | 0.89% | 84,447 | 增持 |
| 22 | BRKB | BERKSHIRE HATHAWAY INC DEL | $16.9M | 0.84% | 33,868 | 增持 |
| 23 | RECS | COLUMBIA ETF TR I | $17.0M | 0.84% | 391,776 | 减持 |
| 24 | JNJ | JOHNSON & JOHNSON | $15.3M | 0.76% | 60,120 | 减持 |
| 25 | PRF | INVESCO EXCHANGE TRADED FD T | $15.0M | 0.75% | 278,290 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR