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Essential Partners LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Essential Partners LLC
报告期 2026-03-31 · CIK 0002136442
持仓数
2,848
前50大市值合计
$124.0M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 2
增持 101
减持 46
清仓 1
方向
标的
Δ市值
现股数(环比)
减持
FTNT
FORTINET INC COM
-$1.9M
1,135
-94%
减持
PHYS
Sprott Gold Convert to Physical
+$1.4M
403,867
-3%
增持
INTC
INTEL CORP COM
+$1.4M
57,646
+128%
增持
RBLX
ROBLOX CORP CL A
+$1.3M
36,100
+3%
建仓
PCG
PG&E CORP COM
+$1.2M
76,944
增持
PEP
PEPSICO INC COM
+$1.2M
11,723
+214%
减持
VTIP
Vanguard Short-Term TIPS
-$1.1M
31,157
-42%
增持
FIX
COMFORT SYS USA INC COM
+$1.1M
3,231
+10%
增持
MOH
MOLINA HEALTHCARE INC COM
+$1.1M
6,277
+1356%
增持
CHWY
CHEWY INC CL A
+$1.1M
26,061
+41934%
增持
CNC
CENTENE CORP DEL COM
+$1.0M
29,625
+3444%
增持
ANET
ARISTA NETWORKS INC COM SHS
+$953.4K
20,852
+2%
增持
NVDA
NVIDIA CORPORATION COM
+$938.3K
21,242
+11%
减持
LMT
LOCKHEED MARTIN CORP COM
-$891.3K
161
-92%
减持
CMCSA
COMCAST CORP NEW CL A
-$880.8K
2,692
-90%
增持
MRK
MERCK & CO INC COM
+$822.6K
18,290
+103%
减持
TEAM
ATLASSIAN CORPORATION CL A
-$817.0K
1,740
-68%
减持
CMG
CHIPOTLE MEXICAN GRILL INC COM
-$801.9K
2,108
-87%
增持
FDX
FEDEX CORP COM
+$746.2K
3,817
+464%
减持
AIG
AMERICAN INTL GROUP INC COM NEW
-$727.1K
3,234
-72%
增持
GE
GE AEROSPACE COM NEW
+$718.8K
11,502
+8%
增持
ADT
ADT INC DEL COM
+$708.0K
109,629
+276%
增持
REGN
REGENERON PHARMACEUTICALS COM
+$655.3K
1,173
+14563%
减持
COST
COSTCO WHOLESALE CORPORATION COM
-$653.3K
76
-90%
增持
MEDP
MEDPACE HLDGS INC COM
+$632.0K
2,063
+51%
增持
INCY
INCYTE CORP COM
+$620.3K
28,524
+8%
增持
PNC
PNC FINL SVCS GROUP INC COM
+$618.6K
14,199
+18%
增持
GM
GENERAL MTRS CO COM
+$615.1K
43,477
+5%
增持
WMT
WALMART INC COM
+$595.4K
7,544
+305%
增持
EXPE
EXPEDIA GROUP INC COM NEW
+$594.4K
8,758
+16%
增持
MSFT
MICROSOFT CORP COM
+$551.1K
2,778
+56%
增持
ALNY
ALNYLAM PHARMACEUTICALS INC COM
+$543.4K
1,236
+1894%
减持
SCHP
Schwab Intermediate TIPS
-$543.0K
33,280
-38%
增持
TPR
TAPESTRY INC COM
+$539.1K
16,244
+10%
增持
CHTR
CHARTER COMMUNICATIONS INC CL A
+$538.8K
1,972
+21811%
减持
UPS
UNITED PARCEL SVCS INC CL B
-$535.1K
1,217
-81%
减持
WH
WYNDHAM HOTELS & RESORTS INC COM
-$490.4K
2,916
-67%
减持
LTPZ
PIMCO 15 Year TIPS
-$489.9K
7,361
-56%
减持
MKC
MCCORMICK & CO INC COM NON VTG
-$489.7K
335
-95%
增持
C
CITIGROUP INC COM NEW
+$489.6K
23,159
+6%
增持
MTCH
MATCH GROUP INC NEW COM
+$481.3K
14,148
+2270%
减持
TXRH
TEXAS ROADHOUSE INC COM
-$476.5K
6,662
-21%
增持
LYFT
LYFT INC CL A COM
+$472.1K
63,663
+8%
增持
AVGO
BROADCOM INC COM
+$469.6K
7,322
+4%
增持
BAH
BOOZ ALLEN HAMILTON HLDG CORP CL A
+$466.4K
9,441
+106%
增持
APH
AMPHENOL CORP CL A
+$454.3K
15,013
+6%
增持
GEV
GE VERNOVA INC COM
+$454.1K
3,407
+10%
增持
NBIX
NEUROCRINE BIOSCIENCES INC COM
+$450.2K
5,517
+114%
减持
VGSH
Vanguard Short-Term USTS
-$447.2K
50,969
-13%
增持
PNFP
PINNACLE FINL PARTNERS INC COM
+$430.2K
4,847
+2093%
增持
—
TECHNIPFMC PLC COM
+$425.9K
43,373
+16%
增持
PG
PROCTER & GAMBLE CO COM
+$420.9K
2,848
+2612%
清仓
—
SKECHERS U S A INC CL A
-$418.2K
0
-100%
减持
EQT
EQT CORP COM
-$416.4K
1,503
-82%
减持
TER
TERADYNE INC COM
+$416.3K
8,805
-0%
增持
CAG
CONAGRA BRANDS INC COM
+$415.5K
22,755
+41273%
减持
EEFT
EURONET WORLDWIDE INC COM
-$411.4K
1,465
-72%
增持
AAPL
APPLE INC COM
+$409.6K
6,368
+8%
减持
CTAS
CINTAS CORP COM
-$409.3K
908
-66%
增持
TFX
TELEFLEX INCORPORATED COM
+$408.2K
3,497
+2007%
减持
BRKR
BRUKER CORP COM
-$408.0K
147
-99%
减持
HUBS
HUBSPOT INC COM
-$406.8K
231
-75%
增持
EVR
EVERCORE INC CLASS A
+$405.0K
4,308
+11%
减持
CI
THE CIGNA GROUP COM
-$403.9K
14
-99%
减持
OKTA
OKTA INC CL A
-$402.8K
1,158
-77%
增持
GD
GENERAL DYNAMICS CORP COM
+$398.2K
2,178
+84%
减持
GLW
CORNING INC COM
+$396.0K
13,502
-0%
减持
ALL
ALLSTATE CORP COM
-$385.9K
2,551
-45%
增持
EME
EMCOR GROUP INC COM
+$373.7K
1,944
+17%
增持
KMI
KINDER MORGAN INC DEL COM
+$372.5K
16,626
+398%
减持
UHS
UNIVERSAL HLTH SVCS INC CL B
-$370.4K
189
-92%
减持
QDEL
QUIDELORTHO CORP COM
-$370.4K
17
-100%
增持
HOOD
ROBINHOOD MKTS INC COM CL A
+$369.1K
6,781
+6%
增持
—
GARMIN LTD SHS
+$361.5K
6,045
+12%
增持
DINO
HF SINCLAIR CORP COM
+$359.8K
31,327
+1%
减持
GTLB
GITLAB INC CLASS A COM
-$358.0K
81
-99%
减持
FMC
FMC CORP COM NEW
-$356.7K
10,631
-38%
增持
—
INVESCO LTD SHS
+$352.9K
46,030
+3%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$344.0K
3,194
+82%
减持
RHI
ROBERT HALF INC. COM
-$340.3K
10,874
-37%
增持
VEEV
VEEVA SYS INC CL A COM
+$338.8K
4,099
+34%
增持
MU
MICRON TECHNOLOGY INC COM
+$337.4K
2,049
+4557%
增持
FNDF
Schwab Fundamental Int'l Broad
+$334.3K
57,981
+8%
增持
CMI
CUMMINS INC COM
+$333.3K
3,151
+3%
增持
MOS
MOSAIC CO COM
+$332.0K
10,325
+1342%
增持
IVV
iShares S&P 500
+$331.2K
4,868
+3%
增持
ETSY
ETSY INC COM
+$329.5K
19,803
+1%
增持
PSX
PHILLIPS 66 COM
+$329.4K
2,968
+376%
减持
HUN
HUNTSMAN CORP COM
-$318.3K
4,968
-86%
减持
SCHR
Schwab Intermediate USTS
-$313.4K
45,606
-22%
增持
BBY
BEST BUY INC COM
+$313.3K
11,514
+39%
建仓
HII
HUNTINGTON INGALLS INDS INC COM
+$310.1K
1,077
增持
MAN
MANPOWERGROUP INC WIS COM
+$299.0K
8,545
+1289%
增持
JBHT
HUNT J B TRANS SVCS INC COM
+$298.8K
4,191
+128%
减持
DRI
DARDEN RESTAURANTS INC COM
-$297.8K
343
-79%
增持
THC
TENET HEALTHCARE CORP COM NEW
+$294.7K
4,359
+30%
增持
ZS
ZSCALER INC COM
+$288.7K
3,106
+52%
增持
BWA
BORGWARNER INC COM
+$286.9K
8,358
+248%
减持
CRM
SALESFORCE INC COM
-$281.8K
279
-78%
增持
MGM
MGM RESORTS INTERNATIONAL COM
+$277.2K
10,738
+289%
减持
NOW
SERVICENOW INC COM
-$277.0K
1,673
-5%
增持
OVV
OVINTIV INC COM
+$275.7K
13,639
+89%
增持
FNDB
Schwab Fundamental U.S. Broad
+$269.5K
134,356
+1%
增持
—
CONFLUENT INC CLASS A COM
+$268.4K
13,594
+43752%
增持
NNN
NNN REIT INC COM
+$264.9K
7,381
+546%
减持
SPTL
SPDR Long-Term USTS
-$258.3K
27,296
-27%
增持
MLI
MUELLER INDS INC COM
+$257.6K
2,577
+6865%
增持
LVS
LAS VEGAS SANDS CORP COM
+$255.2K
10,681
+46%
增持
AEP
AMERICAN ELEC PWR CO INC COM
+$247.9K
2,290
+2336%
增持
IFF
INTERNATIONAL FLAVORS&FRAGRANC COM
+$244.9K
4,054
+6439%
增持
AWI
ARMSTRONG WORLD INDS INC NEW COM
+$243.8K
2,728
+52%
减持
GDDY
GODADDY INC CL A
-$243.2K
362
-78%
增持
—
STERIS PLC SHS USD
+$242.3K
1,219
+394%
增持
NDAQ
NASDAQ INC COM
+$240.4K
6,761
+69%
增持
FNF
FIDELITY NATL FINL INC COM SHS
+$240.1K
5,139
+307%
增持
AZO
AUTOZONE INC COM
+$238.9K
60
+1100%
减持
BMRN
BIOMARIN PHARMACEUTICAL INC COM
-$237.2K
14,220
-22%
增持
—
CHUBB LTD SWITZ COM
+$236.5K
2,007
+76%
增持
ORCL
ORACLE CORP COM
+$233.9K
931
+627%
增持
AWK
AMERICAN WTR WKS CO INC NEW COM
+$231.5K
1,959
+562%
增持
ROKU
ROKU INC COM CL A
+$231.0K
7,201
+29%
减持
TSN
TYSON FOODS INC CL A
-$229.9K
4,730
-46%
增持
CFG
CITIZENS FINL GROUP INC COM
+$229.3K
22,384
+4%
增持
FIVE
FIVE BELOW INC COM
+$227.1K
7,538
+5%
增持
ZM
ZOOM COMMUNICATIONS INC CL A
+$224.7K
7,153
+53%
增持
FISV
FISERV INC COM
+$222.7K
1,755
+8257%
减持
PM
PHILIP MORRIS INTL INC COM
-$219.7K
9,684
-1%
增持
REYN
REYNOLDS CONSUMER PRODS INC COM
+$219.3K
9,488
+1481%
增持
MRSH
MARSH & MCLENNAN COS INC COM
+$219.2K
1,337
+481%
增持
BPOP
POPULAR INC COM NEW
+$217.7K
4,389
+42%
增持
WST
WEST PHARMACEUTICAL SVSC INC COM
+$214.4K
844
+2538%
增持
HRB
BLOCK H & R INC COM
+$212.6K
4,350
+3146%
增持
AMZN
AMAZON COM INC COM
+$210.8K
6,132
+18%
增持
DG
DOLLAR GEN CORP COM
+$210.8K
2,138
+2302%
增持
CVS
CVS HEALTH CORP COM
+$210.7K
3,755
+258%
减持
FICO
FAIR ISAAC CORP COM
-$210.5K
1
-99%
增持
—
LINDE PLC SHS
+$209.6K
467
+1696%
增持
ES
EVERSOURCE ENERGY COM
+$208.3K
3,124
+1326%
增持
—
SYNOVUS FINL CORP COM NEW
+$208.1K
14,378
+50%
增持
IT
GARTNER INC COM
+$207.4K
1,078
+473%
减持
RGLD
ROYAL GOLD INC COM
-$206.1K
1,024
-56%
减持
DASH
DOORDASH INC CL A
+$205.9K
8,467
-0%
增持
NFG
NATIONAL FUEL GAS CO COM
+$205.8K
2,322
+2176%
增持
RL
RALPH LAUREN CORP CL A
+$205.3K
4,717
+2%
增持
COF
CAPITAL ONE FINL CORP COM
+$198.3K
5,921
+19%
增持
VLTO
VERALTO CORP COM SHS
+$195.6K
2,683
+199%
减持
TW
TRADEWEB MKTS INC CL A
-$194.1K
235
-84%
减持
BBWI
BATH & BODY WORKS INC COM
-$193.9K
20,858
-15%
增持
WELL
WELLTOWER INC COM
+$193.8K
1,250
+565%
增持
VRT
VERTIV HOLDINGS CO COM CL A
+$192.5K
6,722
+5%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
