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 |
|---|---|---|---|---|---|---|---|---|
| PGR | PROGRESSIVE CORP | $1.38万 | 0.01% | 63 | 0 | 0.0% | — | 不变 |
| BCO | BRINKS CO | $1.30万 | 0.01% | 138 | 0 | 0.0% | — | 不变 |
| — | CALAMOS ETF TR | $1.28万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $1.25万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $1.24万 | 0.01% | 120 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $1.21万 | 0.01% | 55 | 0 | 0.0% | — | 不变 |
| TEAM | ATLASSIAN CORPORATION | $1.17万 | 0.01% | 150 | 150 | — | $1.17万 | 新建仓 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $1.14万 | 0.01% | 987 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $1.14万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| — | INVESCO TR INVT GRADE MUNS | $1.06万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP | $1.06万 | 0.01% | 62 | 62 | — | $1.06万 | 新建仓 |
| MCD | MCDONALDS CORP | $1.00万 | 0.01% | 37 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $9,849 | 0.01% | 25 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $9,400 | 0.01% | 80 | 0 | 0.0% | — | 不变 |
| — | MANAGED PORTFOLIO SER | $9,327 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| JOBY | JOBY AVIATION INC | $8,920 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $8,609 | 0.01% | 103 | 0 | 0.0% | — | 不变 |
| — | CALAMOS ETF TR | $8,396 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD ADMIRAL FDS INC | $7,932 | 0.01% | 96 | 0 | 0.0% | — | 不变 |
| CERS | CERUS CORP | $7,300 | 0.01% | 2,500 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $6,582 | 0.01% | 80 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $6,075 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| VALE | VALE S A | $6,016 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| BLLN | BILLIONTOONE INC | $5,999 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| TAN | INVESCO EXCH TRADED FD TR II | $5,915 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $5,442 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| — | CALAMOS ETF TR | $5,354 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $5,310 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| — | MATTHEWS ASIA FDS | $5,262 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PRKS | UNITED PARKS & RESORTS INC | $5,251 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $3,762 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $3,705 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| — | PIMCO INCOME STRATEGY FD II | $3,565 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| CCJ | CAMECO CORP | $3,056 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $2,944 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| SLVM | SYLVAMO CORP | $2,722 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| ASTS | AST SPACEMOBILE INC | $2,666 | 0.00% | 30 | 20 | 200.0% | $1,777 | 加仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $2,585 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| USVM | VICTORY PORTFOLIOS II | $2,306 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $2,021 | 0.00% | 23 | 23 | — | $2,021 | 新建仓 |
| VTRS | VIATRIS INC | $1,969 | 0.00% | 124 | 0 | 0.0% | — | 不变 |
| OVV | OVINTIV INC | $1,948 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MOTOR CORP | $1,684 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| VFMO | VANGUARD WELLINGTON FD | $1,497 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| IMTM | ISHARES TR | $1,493 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $1,480 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $1,473 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| AIR | AAR CORP | $1,429 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| REMX | VANECK ETF TRUST | $1,416 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD WHITEHALL FDS | $1,375 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1,340 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| FELG | FIDELITY COVINGTON TRUST | $1,313 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $1,278 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $1,197 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $1,154 | 0.00% | 1 | -4 | -80.0% | -$4,616 | 重新持有 |
| SHOP | SHOPIFY INC | $1,142 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $1,126 | 0.00% | 3 | -2 | -40.0% | -$751 | 减仓 |
| NEM | NEWMONT CORP | $1,121 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| — | COMPUGEN LTD | $1,070 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| ETH | GRAYSCALE ETHEREUM STAKING | $1,052 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $1,021 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $1,017 | 0.00% | 10 | 10 | — | $1,017 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP | $971 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | PROSHARES TR | $970 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| EQNR | EQUINOR ASA | $942 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $895 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| ONDS | ONDAS INC | $824 | 0.00% | 100 | 100 | — | $824 | 新建仓 |
| — | RBB FD INC | $723 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINL GROUP INC | $701 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ARGT | GLOBAL X FDS | $639 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $539 | 0.00% | 2 | 2 | — | $539 | 新建仓 |
| KOPN | KOPIN CORP | $538 | 0.00% | 120 | 120 | — | $538 | 新建仓 |
| CPNG | COUPANG INC | $521 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| BORR | BORR DRILLING LTD | $516 | 0.00% | 125 | -25 | -16.7% | -$103 | 减仓 |
| NIO | NIO INC | $506 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| AGIX | KRANESHARES TRUST | $469 | 0.00% | 10 | 10 | — | $469 | 新建仓 |
| VTS | VITESSE ENERGY INC | $457 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| — | GREENLAND ENERGY CO | $440 | 0.00% | 200 | 200 | — | $440 | 新建仓 |
| MSTR | STRATEGY INC | $435 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| S | SENTINELONE INC | $424 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | KRANESHARES TRUST | $412 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $411 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINL CORP | $405 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| BGS | B & G FOODS INC | $398 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | TERRA INNOVATUM GLOBAL NV | $369 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| HHH | HOWARD HUGHES HOLDINGS INC | $357 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| CMPS | COMPASS PATHWAYS PLC | $354 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $307 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| NUCL | EAGLE NUCLEAR ENERGY CORP | $288 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| STLA | STELLANTIS N.V | $287 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| BL | BLACKLINE INC | $281 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | GRAYSCALE SOLANA STAKING ETF | $277 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| OSS | ONE STOP SYS INC | $273 | 0.00% | 15 | 15 | — | $273 | 新建仓 |
| BLZE | BACKBLAZE INC | $238 | 0.00% | 15 | 15 | — | $238 | 新建仓 |
| ACHR | ARCHER AVIATION INC | $213 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| PINS | PINTEREST INC | $210 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| BBAI | BIGBEAR AI HLDGS INC | $202 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| — | BAOZUN INC | $170 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| OKLO | OKLO INC | $157 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| WU | WESTERN UN CO | $154 | 0.00% | 20 | 0 | 0.0% | — | 不变 |