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 |
|---|---|---|---|---|---|---|---|---|
| SYK | STRYKER CORPORATION | $174.48万 | 1.40% | 5,542 | 526 | 10.5% | $16.56万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $190.60万 | 1.53% | 37,749 | 2,189 | 6.2% | $11.05万 | 加仓 |
| GLD | SPDR GOLD TR | $192.96万 | 1.55% | 5,238 | -91 | -1.7% | -$3.35万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $208.28万 | 1.67% | 39,476 | 8,594 | 27.8% | $45.34万 | 加仓 |
| MEC | MAYVILLE ENGR CO INC | $220.59万 | 1.77% | 58,886 | 19,247 | 48.6% | $72.10万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $232.09万 | 1.86% | 9,139 | -1,458 | -13.8% | -$37.03万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $233.84万 | 1.88% | 4,553 | 166 | 3.8% | $8.53万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $242.20万 | 1.94% | 57,204 | 350 | 0.6% | $1.48万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $245.20万 | 1.97% | 13,757 | 82 | 0.6% | $1.46万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $264.78万 | 2.13% | 39,180 | 19,265 | 96.7% | $130.19万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $285.31万 | 2.29% | 14,259 | 3,031 | 27.0% | $60.65万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $288.54万 | 2.32% | 3,781 | -1,404 | -27.1% | -$107.14万 | 减仓 |
| AVGO | BROADCOM INC | $290.15万 | 2.33% | 7,681 | -6 | -0.1% | -$2,267 | 减仓 |
| TJX | TJX COS INC NEW | $293.02万 | 2.35% | 19,341 | 73 | 0.4% | $1.11万 | 加仓 |
| MSFT | MICROSOFT CORP | $348.75万 | 2.80% | 9,349 | 221 | 2.4% | $8.24万 | 加仓 |
| ABBV | ABBVIE INC | $362.64万 | 2.91% | 14,411 | -968 | -6.3% | -$24.36万 | 减仓 |
| AMZN | AMAZON COM INC | $380.06万 | 3.05% | 15,946 | 133 | 0.8% | $3.17万 | 加仓 |
| P | EVERPURE INC | $384.46万 | 3.09% | 48,796 | 198 | 0.4% | $1.56万 | 加仓 |
| GOOGL | ALPHABET INC | $429.13万 | 3.45% | 12,008 | -788 | -6.2% | -$28.16万 | 减仓 |
| URI | UNITED RENTALS INC | $519.77万 | 4.17% | 4,588 | -114 | -2.4% | -$12.91万 | 减仓 |
| AAPL | APPLE INC | $581.32万 | 4.67% | 20,090 | -1,217 | -5.7% | -$35.22万 | 减仓 |
| BE | BLOOM ENERGY CORP | $664.43万 | 5.34% | 21,950 | -1,436 | -6.1% | -$43.47万 | 减仓 |