Essential Investment Partners LLC
ENGLEWOOD CO · SEC CIK 0002145170
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| VBR | VANGUARD INDEX FDS | $6,075 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $6,582 | 0.01% | 80 | 0 | 0.0% | — | 不变 |
| CERS | CERUS CORP | $7,300 | 0.01% | 2,500 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD ADMIRAL FDS INC | $7,932 | 0.01% | 96 | 0 | 0.0% | — | 不变 |
| — | CALAMOS ETF TR | $8,396 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $8,609 | 0.01% | 103 | 0 | 0.0% | — | 不变 |
| JOBY | JOBY AVIATION INC | $8,920 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| — | MANAGED PORTFOLIO SER | $9,327 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $9,400 | 0.01% | 80 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $9,849 | 0.01% | 25 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $1.00万 | 0.01% | 37 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP | $1.06万 | 0.01% | 62 | 62 | — | $1.06万 | 新建仓 |
| — | INVESCO TR INVT GRADE MUNS | $1.06万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $1.14万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $1.14万 | 0.01% | 987 | 0 | 0.0% | — | 不变 |
| TEAM | ATLASSIAN CORPORATION | $1.17万 | 0.01% | 150 | 150 | — | $1.17万 | 新建仓 |
| LOW | LOWES COS INC | $1.21万 | 0.01% | 55 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $1.24万 | 0.01% | 120 | 0 | 0.0% | — | 不变 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $1.25万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| — | CALAMOS ETF TR | $1.28万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| BCO | BRINKS CO | $1.30万 | 0.01% | 138 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $1.38万 | 0.01% | 63 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $1.39万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| MDLN | MEDLINE INC | $1.58万 | 0.01% | 400 | 200 | 100.0% | $7,888 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $1.59万 | 0.01% | 275 | -300 | -52.2% | -$1.74万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $1.61万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $1.65万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $1.66万 | 0.01% | 32 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $1.66万 | 0.01% | 321 | 0 | 0.0% | — | 不变 |
| ENSG | ENSIGN GROUP INC | $1.81万 | 0.01% | 113 | 0 | 0.0% | — | 不变 |
| — | PROSHARES TR | $1.88万 | 0.02% | 400 | 400 | — | $1.88万 | 新建仓 |
| BFLY | BUTTERFLY NETWORK INC | $1.89万 | 0.02% | 2,250 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $1.90万 | 0.02% | 120 | 0 | 0.0% | — | 不变 |
| TTEK | TETRA TECH INC NEW | $1.91万 | 0.02% | 660 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $1.91万 | 0.02% | 56 | 0 | 0.0% | — | 不变 |
| EXR | EXTRA SPACE STORAGE INC | $1.95万 | 0.02% | 134 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $2.17万 | 0.02% | 301 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $2.19万 | 0.02% | 140 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $2.25万 | 0.02% | 135 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $2.40万 | 0.02% | 46 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $2.45万 | 0.02% | 255 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $2.48万 | 0.02% | 130 | 0 | 0.0% | — | 不变 |
| MSIF | MSC INCOME FUND INC | $2.53万 | 0.02% | 2,183 | 0 | 0.0% | — | 不变 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $2.56万 | 0.02% | 2,000 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $2.61万 | 0.02% | 45 | 0 | 0.0% | — | 不变 |
| VOXR | VOX ROYALTY CORP | $2.63万 | 0.02% | 5,555 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $2.68万 | 0.02% | 90 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $2.90万 | 0.02% | 342 | 0 | 0.0% | — | 不变 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $2.90万 | 0.02% | 838 | 0 | 0.0% | — | 不变 |
| WTS | WATTS WATER TECHNOLOGIES INC | $2.94万 | 0.02% | 75 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $3.01万 | 0.02% | 74 | 0 | 0.0% | — | 不变 |
| IP | INTERNATIONAL PAPER CO | $3.03万 | 0.02% | 795 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $3.39万 | 0.03% | 390 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $3.50万 | 0.03% | 88 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $3.55万 | 0.03% | 103 | 0 | 0.0% | — | 不变 |
| JMST | J P MORGAN EXCHANGE TRADED F | $3.57万 | 0.03% | 700 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $3.60万 | 0.03% | 499 | 0 | 0.0% | — | 不变 |
| — | CALAMOS ETF TR | $3.62万 | 0.03% | 1,350 | 15 | 1.1% | $403 | 加仓 |
| EQIX | EQUINIX INC | $3.65万 | 0.03% | 35 | 0 | 0.0% | — | 不变 |
| KRMN | KARMAN HLDGS INC | $3.81万 | 0.03% | 763 | 10 | 1.3% | $499 | 加仓 |
| IRT | INDEPENDENCE RLTY TR INC | $3.84万 | 0.03% | 2,300 | -200 | -8.0% | -$3,338 | 减仓 |
| SLI | STANDARD LITHIUM CORP | $4.00万 | 0.03% | 14,550 | 0 | 0.0% | — | 不变 |
| BG | BUNGE GLOBAL SA | $4.11万 | 0.03% | 385 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $4.15万 | 0.03% | 356 | 18 | 5.3% | $2,100 | 加仓 |
| — | CALAMOS ETF TR | $4.21万 | 0.03% | 1,520 | 1,520 | — | $4.21万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $4.26万 | 0.03% | 200 | 0 | 0.0% | — | 不变 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $4.29万 | 0.03% | 871 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $4.55万 | 0.04% | 360 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW | $4.65万 | 0.04% | 484 | 0 | 0.0% | — | 不变 |
| — | CION INVT CORP | $5.22万 | 0.04% | 8,380 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $5.28万 | 0.04% | 1,586 | -5,561 | -77.8% | -$18.51万 | 减仓 |
| SPYI | NEOS ETF TRUST | $5.31万 | 0.04% | 1,000 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SERIES TRUST | $5.43万 | 0.04% | 598 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $5.71万 | 0.05% | 399 | 0 | 0.0% | — | 不变 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $5.80万 | 0.05% | 1,145 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $6.03万 | 0.05% | 380 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $6.07万 | 0.05% | 1,650 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC | $6.26万 | 0.05% | 46 | 0 | 0.0% | — | 不变 |
| MOG/A | MOOG INC | $6.36万 | 0.05% | 150 | -54 | -26.5% | -$2.29万 | 减仓 |
| ISPY | PROSHARES TR | $6.57万 | 0.05% | 1,363 | 0 | 0.0% | — | 不变 |
| PTY | PIMCO CORPORATE & INCOME OPP | $6.62万 | 0.05% | 5,500 | 1,650 | 42.9% | $1.98万 | 加仓 |
| LASR | NLIGHT INC | $6.96万 | 0.06% | 1,000 | 0 | 0.0% | — | 不变 |
| GKOS | GLAUKOS CORP | $6.99万 | 0.06% | 500 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $7.02万 | 0.06% | 800 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $7.20万 | 0.06% | 2,625 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $7.27万 | 0.06% | 821 | -1 | -0.1% | -$89 | 减仓 |
| WY | WEYERHAEUSER CO | $7.39万 | 0.06% | 3,085 | 1,225 | 65.9% | $2.93万 | 加仓 |
| BALI | BLACKROCK ETF TRUST | $7.42万 | 0.06% | 2,192 | 0 | 0.0% | — | 不变 |
| — | ETF OPPORTUNITIES TRUST | $7.51万 | 0.06% | 2,966 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $7.56万 | 0.06% | 260 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD | $7.76万 | 0.06% | 500 | 0 | 0.0% | — | 不变 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $8.15万 | 0.07% | 425 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $8.28万 | 0.07% | 1,160 | 0 | 0.0% | — | 不变 |
| NYT | NEW YORK TIMES CO MTN BE | $8.30万 | 0.07% | 1,186 | 0 | 0.0% | — | 不变 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $8.89万 | 0.07% | 2,100 | 0 | 0.0% | — | 不变 |
| OCUL | OCULAR THERAPEUTIX INC | $8.99万 | 0.07% | 9,155 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $9.15万 | 0.07% | 46 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $9.30万 | 0.07% | 595 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $9.36万 | 0.08% | 187 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $9.70万 | 0.08% | 275 | -100 | -26.7% | -$3.53万 | 减仓 |