Essential Investment Partners LLC
ENGLEWOOD CO · SEC CIK 0002145170
$1.08亿2026Q1 申报市值
301持仓数
32.0%前十大占比 · 第一大 5.0%
27 / 9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
HYT 新建仓+$148.25万
AMZN 加仓+$128.98万
ZETA 新建仓+$113.96万
EMXC 新建仓+$96.17万
BKNG 加仓+$91.78万
2026Q1 卖出最多 按季末市值估算
BE 减仓-$244.71万
META 减仓-$65.68万
BALL 清仓-$49.50万
PDI 减仓-$44.44万
JPST 减仓-$42.81万
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 |
|---|---|---|---|---|---|---|---|---|
| — | CALAMOS ETF TR | $8,141 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| — | MANAGED PORTFOLIO SERIES | $8,166 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| JOBY | JOBY AVIATION INC | $8,260 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $8,618 | 0.01% | 120 | 0 | 0.0% | — | 不变 |
| MDLN | MEDLINE INC | $8,900 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| BFLY | BUTTERFLY NETWORK INC | $9,090 | 0.01% | 2,250 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $9,154 | 0.01% | 45 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $9,750 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| — | INVESCO TR INVT GRADE MUNS | $9,870 | 0.01% | 1,000 | -500 | -33.3% | -$4,935 | 减仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $1.03万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $1.08万 | 0.01% | 987 | 987 | — | $1.08万 | 新建仓 |
| MCD | MCDONALDS CORP | $1.15万 | 0.01% | 37 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $1.15万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $1.25万 | 0.01% | 63 | 0 | 0.0% | — | 不变 |
| — | CALAMOS ETF TR | $1.25万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| WDAY | WORKDAY INC | $1.27万 | 0.01% | 98 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $1.30万 | 0.01% | 55 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $1.40万 | 0.01% | 106 | 0 | 0.0% | — | 不变 |
| BCO | BRINKS CO | $1.43万 | 0.01% | 138 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $1.48万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $1.51万 | 0.01% | 321 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $1.59万 | 0.01% | 32 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $1.73万 | 0.02% | 174 | 174 | — | $1.73万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $1.75万 | 0.02% | 90 | 0 | 0.0% | — | 不变 |
| EXR | EXTRA SPACE STORAGE INC | $1.76万 | 0.02% | 134 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $1.78万 | 0.02% | 120 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $1.83万 | 0.02% | 56 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $1.99万 | 0.02% | 301 | 225 | 296.1% | $1.48万 | 加仓 |
| TTEK | TETRA TECH INC NEW | $1.99万 | 0.02% | 660 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $2.01万 | 0.02% | 400 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $2.13万 | 0.02% | 46 | 0 | 0.0% | — | 不变 |
| WTS | WATTS WATER TECHNOLOGIES INC | $2.18万 | 0.02% | 75 | 0 | 0.0% | — | 不变 |
| ENSG | ENSIGN GROUP INC | $2.28万 | 0.02% | 113 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $2.34万 | 0.02% | 135 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $2.46万 | 0.02% | 255 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $2.46万 | 0.02% | 130 | 0 | 0.0% | — | 不变 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $2.47万 | 0.02% | 2,000 | 0 | 0.0% | — | 不变 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $2.47万 | 0.02% | 838 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $2.61万 | 0.02% | 140 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $2.64万 | 0.02% | 212 | 0 | 0.0% | — | 不变 |
| MSIF | MSC INCOME FUND INC | $2.66万 | 0.02% | 2,183 | 729 | 50.1% | $8,879 | 加仓 |
| LH | LABCORP HOLDINGS INC | $2.67万 | 0.02% | 100 | -30 | -23.1% | -$8,004 | 减仓 |
| IP | INTERNATIONAL PAPER CO | $2.84万 | 0.03% | 795 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $2.86万 | 0.03% | 342 | 0 | 0.0% | — | 不变 |
| VOXR | VOX ROYALTY CORP | $2.91万 | 0.03% | 5,555 | 5,555 | — | $2.91万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $3.15万 | 0.03% | 74 | 0 | 0.0% | — | 不变 |
| — | CALAMOS ETF TR | $3.18万 | 0.03% | 1,335 | 1,335 | — | $3.18万 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO | $3.30万 | 0.03% | 103 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $3.31万 | 0.03% | 575 | 0 | 0.0% | — | 不变 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $3.36万 | 0.03% | 398 | 40 | 11.2% | $3,377 | 加仓 |
| EQIX | EQUINIX INC | $3.43万 | 0.03% | 35 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW | $3.51万 | 0.03% | 484 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $3.53万 | 0.03% | 390 | 0 | 0.0% | — | 不变 |
| JMST | J P MORGAN EXCHANGE TRADED F | $3.57万 | 0.03% | 700 | 300 | 75.0% | $1.53万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $3.59万 | 0.03% | 499 | 0 | 0.0% | — | 不变 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $3.71万 | 0.03% | 871 | 871 | — | $3.71万 | 新建仓 |
| IRT | INDEPENDENCE RLTY TR INC | $3.72万 | 0.03% | 2,500 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $3.84万 | 0.04% | 200 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $4.06万 | 0.04% | 88 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO | $4.54万 | 0.04% | 1,860 | 500 | 36.8% | $1.22万 | 加仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $4.64万 | 0.04% | 3,850 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SERIES TRUST | $4.73万 | 0.04% | 598 | 0 | 0.0% | — | 不变 |
| BG | BUNGE GLOBAL SA | $4.90万 | 0.05% | 385 | 0 | 0.0% | — | 不变 |
| SPYI | NEOS ETF TRUST | $4.94万 | 0.05% | 1,000 | 1,000 | — | $4.94万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $4.94万 | 0.05% | 338 | 0 | 0.0% | — | 不变 |
| SLI | STANDARD LITHIUM LTD | $4.96万 | 0.05% | 14,550 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $5.02万 | 0.05% | 360 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC | $5.02万 | 0.05% | 46 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $5.23万 | 0.05% | 399 | 0 | 0.0% | — | 不变 |
| GKOS | GLAUKOS CORP | $5.38万 | 0.05% | 500 | 0 | 0.0% | — | 不变 |
| LASR | NLIGHT INC | $5.70万 | 0.05% | 1,000 | 1,000 | — | $5.70万 | 新建仓 |
| VST | VISTRA CORP | $5.71万 | 0.05% | 380 | 0 | 0.0% | — | 不变 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $5.72万 | 0.05% | 1,145 | 1,000 | 689.7% | $5.00万 | 加仓 |
| — | CION INVT CORP | $5.73万 | 0.05% | 8,380 | 500 | 6.3% | $3,420 | 加仓 |
| ISPY | PROSHARES TR | $5.91万 | 0.05% | 1,363 | 0 | 0.0% | — | 不变 |
| MOG/A | MOOG INC | $5.97万 | 0.06% | 204 | 0 | 0.0% | — | 不变 |
| KRMN | KARMAN HLDGS INC | $6.03万 | 0.06% | 753 | 150 | 24.9% | $1.20万 | 加仓 |
| ASML | ASML HLDG NV | $6.08万 | 0.06% | 46 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $6.24万 | 0.06% | 1,650 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $6.26万 | 0.06% | 822 | 27 | 3.4% | $2,056 | 加仓 |
| BALI | BLACKROCK ETF TRUST | $6.75万 | 0.06% | 2,192 | 0 | 0.0% | — | 不变 |
| — | ETF OPPORTUNITIES TRUST | $6.87万 | 0.06% | 2,966 | 2,966 | — | $6.87万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $6.94万 | 0.06% | 522 | 0 | 0.0% | — | 不变 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $6.95万 | 0.06% | 425 | 25 | 6.2% | $4,090 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $7.01万 | 0.06% | 2,100 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $7.13万 | 0.07% | 525 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $7.43万 | 0.07% | 800 | 0 | 0.0% | — | 不变 |
| OCUL | OCULAR THERAPEUTIX INC | $7.75万 | 0.07% | 9,155 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $7.83万 | 0.07% | 638 | 0 | 0.0% | — | 不变 |
| — | MATTHEWS ASIA FDS | $7.97万 | 0.07% | 2,000 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $8.61万 | 0.08% | 1,550 | 585 | 60.6% | $3.25万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $8.91万 | 0.08% | 137 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $8.96万 | 0.08% | 187 | -110 | -37.0% | -$5.27万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $8.97万 | 0.08% | 260 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $9.01万 | 0.08% | 595 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $9.04万 | 0.08% | 690 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $9.07万 | 0.08% | 300 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $9.36万 | 0.09% | 326 | 0 | 0.0% | — | 不变 |
| NYT | NEW YORK TIMES CO MTN BE | $9.93万 | 0.09% | 1,186 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $9.98万 | 0.09% | 2,000 | 2,000 | — | $9.98万 | 新建仓 |