13F 机构持仓

Essential Investment Partners LLC

ENGLEWOOD CO · SEC CIK 0002145170

2026Q22026Q1 更早 9 个季度 🔒
$1.25亿2026Q2 申报市值
312持仓数
34.2%前十大占比 · 第一大 5.3%
20 / 10新建仓 / 清仓
申报市值走势$1.25亿2026Q2
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

BE 5.3%
AAPL 4.7%
URI 4.2%
GOOGL 3.4%
P 3.1%
AMZN 3.1%
ABBV 2.9%
MSFT 2.8%
TJX 2.4%
AVGO 2.3%

2026Q2 买入最多 按季末市值估算

HELO 加仓+$130.19万
APH 新建仓+$77.97万
MEC 加仓+$72.10万
PLMR 新建仓+$63.57万
NVDA 加仓+$60.65万

2026Q2 卖出最多 按季末市值估算

KLAC 减仓-$112.42万
CRWD 减仓-$107.14万
QCOM 减仓-$94.74万
ORCL 减仓-$48.51万
CTSH 减仓-$47.30万

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
AKRE PROFESIONALLY MANAGED PORTFO $00.00%0 -3,139-100.0% -$16.59万 清仓
LH LABCORP HOLDINGS INC $00.00%0 -100-100.0% -$2.67万 清仓
AGG ISHARES TR $00.00%0 -174-100.0% -$1.73万 清仓
COP CONOCOPHILLIPS $00.00%0 -106-100.0% -$1.40万 清仓
WDAY WORKDAY INC $00.00%0 -98-100.0% -$1.27万 清仓
GPK GRAPHIC PACKAGING HLDG CO $00.00%0 -689-100.0% -$6,849 清仓
SLB SLB LIMITED $00.00%0 -129-100.0% -$6,629 清仓
GOVT ISHARES TR $00.00%0 -276-100.0% -$6,323 清仓
AMKR AMKOR TECHNOLOGY INC $00.00%0 -46-100.0% -$2,071 清仓
EC ECOPETROL S A $00.00%0 -20-100.0% -$300 清仓
VSNT VERSANT MEDIA GROUP INC $360.00%1 00.0% — 不变
— XCF GLOBAL INC $550.00%125 00.0% — 不变
ABAT AMERICAN BATTERY TECHNOLOGY $570.00%20 00.0% — 不变
RGTI RIGETTI COMPUTING INC $580.00%3 00.0% — 不变
EDIT EDITAS MEDICINE INC $650.00%20 00.0% — 不变
— 1 800 FLOWERS COM INC $700.00%20 00.0% — 不变
XE X-ENERGY INC $920.00%5 5— $92 新建仓
FLNC FLUENCE ENERGY INC $990.00%5 5— $99 新建仓
NNE NANO NUCLEAR ENERGY INC $1060.00%5 00.0% — 不变
USAR USA RARE EARTH INC $1080.00%5 00.0% — 不变
SMR NUSCALE PWR CORP $1300.00%13 00.0% — 不变
OGN ORGANON & CO $1350.00%10 00.0% — 不变
WU WESTERN UN CO $1540.00%20 00.0% — 不变
OKLO OKLO INC $1570.00%3 00.0% — 不变
— BAOZUN INC $1700.00%60 00.0% — 不变
BBAI BIGBEAR AI HLDGS INC $2020.00%55 00.0% — 不变
PINS PINTEREST INC $2100.00%10 00.0% — 不变
ACHR ARCHER AVIATION INC $2130.00%45 00.0% — 不变
BLZE BACKBLAZE INC $2380.00%15 15— $238 新建仓
OSS ONE STOP SYS INC $2730.00%15 15— $273 新建仓
— GRAYSCALE SOLANA STAKING ETF $2770.00%50 00.0% — 不变
BL BLACKLINE INC $2810.00%10 00.0% — 不变
STLA STELLANTIS N.V $2870.00%50 00.0% — 不变
NUCL EAGLE NUCLEAR ENERGY CORP $2880.00%30 00.0% — 不变
FIGR FIGURE TECHNOLOGY SOLUTIO $3070.00%10 00.0% — 不变
CMPS COMPASS PATHWAYS PLC $3540.00%25 00.0% — 不变
HHH HOWARD HUGHES HOLDINGS INC $3570.00%5 00.0% — 不变
— TERRA INNOVATUM GLOBAL NV $3690.00%75 00.0% — 不变
BGS B & G FOODS INC $3980.00%100 00.0% — 不变
MFC MANULIFE FINL CORP $4050.00%10 00.0% — 不变
NKE NIKE INC $4110.00%10 00.0% — 不变
— KRANESHARES TRUST $4120.00%10 00.0% — 不变
S SENTINELONE INC $4240.00%25 00.0% — 不变
MSTR STRATEGY INC $4350.00%5 00.0% — 不变
— GREENLAND ENERGY CO $4400.00%200 200— $440 新建仓
VTS VITESSE ENERGY INC $4570.00%29 00.0% — 不变
AGIX KRANESHARES TRUST $4690.00%10 10— $469 新建仓
NIO NIO INC $5060.00%100 00.0% — 不变
BORR BORR DRILLING LTD $5160.00%125 -25-16.7% -$103 减仓
CPNG COUPANG INC $5210.00%30 00.0% — 不变
KOPN KOPIN CORP $5380.00%120 120— $538 新建仓
WAB WABTEC $5390.00%2 2— $539 新建仓
ARGT GLOBAL X FDS $6390.00%7 00.0% — 不变
CFG CITIZENS FINL GROUP INC $7010.00%10 00.0% — 不变
— RBB FD INC $7230.00%20 00.0% — 不变
ONDS ONDAS INC $8240.00%100 100— $824 新建仓
VWO VANGUARD INTL EQUITY INDEX F $8950.00%15 00.0% — 不变
EQNR EQUINOR ASA $9420.00%30 00.0% — 不变
— PROSHARES TR $9700.00%10 00.0% — 不变
OXY OCCIDENTAL PETE CORP $9710.00%20 00.0% — 不变
RKLB ROCKET LAB CORP $1,0170.00%10 10— $1,017 新建仓
FBTC FIDELITY WISE ORIGIN BITCOIN $1,0210.00%20 00.0% — 不变
ETH GRAYSCALE ETHEREUM STAKING $1,0520.00%70 00.0% — 不变
— COMPUGEN LTD $1,0700.00%500 00.0% — 不变
NEM NEWMONT CORP $1,1210.00%12 00.0% — 不变
CDNS CADENCE DESIGN SYSTEM INC $1,1260.00%3 -2-40.0% -$751 减仓
SHOP SHOPIFY INC $1,1420.00%10 00.0% — 不变
MU MICRON TECHNOLOGY INC $1,1540.00%1 -4-80.0% -$4,616 重新持有
VXUS VANGUARD STAR FDS $1,1970.00%14 00.0% — 不变
VONG VANGUARD SCOTTSDALE FDS $1,2780.00%10 00.0% — 不变
FELG FIDELITY COVINGTON TRUST $1,3130.00%30 00.0% — 不变
VEU VANGUARD INTL EQUITY INDEX F $1,3400.00%16 00.0% — 不变
VYMI VANGUARD WHITEHALL FDS $1,3750.00%14 00.0% — 不变
REMX VANECK ETF TRUST $1,4160.00%16 00.0% — 不变
AIR AAR CORP $1,4290.00%10 00.0% — 不变
CMCSA COMCAST CORP NEW $1,4730.00%60 00.0% — 不变
VTI VANGUARD INDEX FDS $1,4800.00%4 00.0% — 不变
IMTM ISHARES TR $1,4930.00%28 00.0% — 不变
VFMO VANGUARD WELLINGTON FD $1,4970.00%6 00.0% — 不变
TM TOYOTA MOTOR CORP $1,6840.00%10 00.0% — 不变
OVV OVINTIV INC $1,9480.00%37 00.0% — 不变
VTRS VIATRIS INC $1,9690.00%124 00.0% — 不变
VUG VANGUARD INDEX FDS $2,0210.00%23 23— $2,021 新建仓
USVM VICTORY PORTFOLIOS II $2,3060.00%21 00.0% — 不变
CGHM CAPITAL GRP FIXED INCM ETF T $2,5850.00%100 00.0% — 不变
ASTS AST SPACEMOBILE INC $2,6660.00%30 20200.0% $1,777 加仓
SLVM SYLVAMO CORP $2,7220.00%72 00.0% — 不变
TSLA TESLA INC $2,9440.00%7 00.0% — 不变
CCJ CAMECO CORP $3,0560.00%30 00.0% — 不变
— PIMCO INCOME STRATEGY FD II $3,5650.00%500 00.0% — 不变
JAVA J P MORGAN EXCHANGE TRADED F $3,7050.00%47 00.0% — 不变
AMT AMERICAN TOWER CORP $3,7620.00%23 00.0% — 不变
PRKS UNITED PARKS & RESORTS INC $5,2510.00%110 00.0% — 不变
— MATTHEWS ASIA FDS $5,2620.00%100 00.0% — 不变
PAYX PAYCHEX INC $5,3100.00%54 00.0% — 不变
— CALAMOS ETF TR $5,3540.00%175 00.0% — 不变
SPDW SPDR INDEX SHS FDS $5,4420.00%108 00.0% — 不变
TAN INVESCO EXCH TRADED FD TR II $5,9150.00%100 00.0% — 不变
BLLN BILLIONTOONE INC $5,9990.00%50 00.0% — 不变
VALE VALE S A $6,0160.00%400 00.0% — 不变