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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 2
增持 94
减持 52
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
TEAM
ATLASSIAN CORPORATION CL A
+$2.4M
16,524
+850%
增持
RBLX
ROBLOX CORP CL A
-$1.9M
37,770
+5%
增持
PHYS
Sprott Gold Convert to Physical
+$1.8M
415,830
+3%
减持
ADBE
ADOBE INC COM
-$1.7M
760
-86%
增持
CNC
CENTENE CORP DEL COM
+$1.7M
66,274
+124%
减持
DASH
DOORDASH INC CL A
-$1.7M
2,863
-66%
增持
MRK
MERCK & CO INC COM
+$1.5M
29,260
+60%
增持
DG
DOLLAR GEN CORP COM
+$1.4M
12,023
+462%
减持
PM
PHILIP MORRIS INTL INC COM
-$1.3M
1,676
-83%
减持
MOH
MOLINA HEALTHCARE INC COM
-$1.2M
24
-100%
减持
NTNX
NUTANIX INC CL A
-$1.1M
4,500
-74%
增持
ZM
ZOOM COMMUNICATIONS INC CL A
+$1.0M
18,574
+160%
增持
HUBS
HUBSPOT INC COM
+$1.0M
2,784
+1105%
增持
EXPE
EXPEDIA GROUP INC COM NEW
+$977.2K
10,057
+15%
减持
CHWY
CHEWY INC CL A
-$949.1K
3,178
-88%
减持
BAH
BOOZ ALLEN HAMILTON HLDG CORP CL A
-$907.7K
426
-95%
增持
EIX
EDISON INTL COM
+$856.4K
31,823
+67%
减持
GM
GENERAL MTRS CO COM
+$838.2K
42,905
-1%
增持
FDS
FACTSET RESH SYS INC COM
+$823.6K
2,845
+40543%
减持
—
GARMIN LTD SHS
-$780.5K
3,490
-42%
增持
KDP
KEURIG DR PEPPER INC COM
+$771.8K
32,380
+511%
减持
DKNG
DRAFTKINGS INC NEW COM CL A
-$765.1K
18,157
-51%
增持
EXAS
EXACT SCIENCES CORP COM
+$764.9K
9,173
+201%
增持
—
CHUBB LTD SWITZ COM
+$719.5K
4,120
+105%
减持
VRSN
VERISIGN INC COM
-$715.0K
7,013
-19%
增持
BMY
BRISTOL-MYERS SQUIBB CO COM
+$690.5K
16,447
+277%
增持
UTHR
UNITED THERAPEUTICS CORP DEL COM
+$689.4K
1,580
+723%
增持
ROP
ROPER TECHNOLOGIES INC COM
+$685.2K
1,704
+1059%
减持
LNG
CHENIERE ENERGY INC COM NEW
-$679.2K
31
-99%
减持
VEEV
VEEVA SYS INC CL A COM
-$659.9K
2,514
-39%
增持
TER
TERADYNE INC COM
+$646.5K
9,601
+9%
增持
ILMN
ILLUMINA INC COM
+$601.5K
13,567
+9%
增持
MKTX
MARKETAXESS HLDGS INC COM
+$595.4K
5,173
+163%
增持
REGN
REGENERON PHARMACEUTICALS COM
+$580.9K
1,607
+37%
增持
FIX
COMFORT SYS USA INC COM
+$573.3K
3,471
+7%
增持
PCG
PG&E CORP COM
+$569.1K
107,620
+40%
增持
UPS
UNITED PARCEL SVCS INC CL B
+$566.5K
6,736
+453%
减持
DUOL
DUOLINGO INC CL A COM
-$542.6K
466
-76%
增持
NTRA
NATERA INC COM
+$537.7K
5,551
+22%
增持
ALGN
ALIGN TECHNOLOGY INC COM
+$532.4K
3,982
+458%
减持
—
EVEREST GROUP LTD COM
-$525.2K
596
-71%
减持
ZS
ZSCALER INC COM
-$525.0K
1,804
-42%
增持
AA
ALCOA CORP COM
+$523.9K
20,332
+20%
减持
BSX
BOSTON SCIENTIFIC CORP COM
-$508.2K
44
-99%
增持
INCY
INCYTE CORP COM
+$482.0K
29,372
+3%
减持
ZTS
ZOETIS INC CL A
-$467.9K
420
-88%
增持
NEM
NEWMONT CORP COM
+$460.4K
6,721
+169%
增持
JBHT
HUNT J B TRANS SVCS INC COM
+$450.8K
5,213
+24%
增持
XLE
Energy ETF
+$442.3K
33,032
+185%
增持
ABNB
AIRBNB INC COM CL A
+$441.3K
16,250
+12%
减持
MANH
MANHATTAN ASSOCIATES INC COM
-$416.5K
4,201
-25%
减持
PG
PROCTER & GAMBLE CO COM
-$411.9K
179
-94%
减持
CNXC
CONCENTRIX CORP COM
-$408.2K
5,342
-61%
减持
CHTR
CHARTER COMMUNICATIONS INC CL A
-$398.3K
691
-65%
增持
LVS
LAS VEGAS SANDS CORP COM
+$394.2K
14,883
+39%
增持
MU
MICRON TECHNOLOGY INC COM
+$387.0K
2,557
+25%
减持
ALNY
ALNYLAM PHARMACEUTICALS INC COM
-$386.7K
445
-64%
减持
CAG
CONAGRA BRANDS INC COM
-$385.5K
1,799
-92%
增持
FDX
FEDEX CORP COM
+$384.5K
4,447
+17%
增持
GTLB
GITLAB INC CLASS A COM
+$378.6K
10,186
+12475%
增持
DAL
DELTA AIR LINES INC COM NEW
+$376.9K
27,060
+2%
增持
HII
HUNTINGTON INGALLS INDS INC COM
+$375.8K
2,017
+87%
增持
TSN
TYSON FOODS INC CL A
+$375.0K
10,779
+128%
增持
CFG
CITIZENS FINL GROUP INC COM
+$374.0K
26,775
+20%
减持
EXR
EXTRA SPACE STORAGE INC COM
-$370.7K
2,081
-54%
减持
XRAY
DENTSPLY SIRONA INC COM
-$370.3K
14,968
-65%
减持
PINS
PINTEREST INC CL A
-$370.2K
34,346
-12%
增持
MEDP
MEDPACE HLDGS INC COM
+$366.4K
2,541
+23%
清仓
FMC
FMC CORP COM NEW
-$357.5K
0
-100%
增持
RL
RALPH LAUREN CORP CL A
+$356.5K
5,191
+10%
增持
FIVE
FIVE BELOW INC COM
+$344.9K
8,022
+6%
增持
CMG
CHIPOTLE MEXICAN GRILL INC COM
+$343.4K
11,515
+446%
增持
PEP
PEPSICO INC COM
+$342.1K
13,855
+18%
增持
—
CONFLUENT INC CLASS A COM
+$342.1K
20,213
+49%
增持
EXEL
EXELIXIS INC COM
+$336.7K
24,346
+38%
减持
HOOD
ROBINHOOD MKTS INC COM CL A
-$332.6K
5,644
-17%
增持
—
DUPONT DE NEMOURS INC COM
-$323.1K
9,146
+3%
减持
NWSA
NEWS CORP NEW CL A
-$320.3K
23,498
-23%
减持
PSA
PUBLIC STORAGE COM
-$318.1K
198
-85%
减持
LZ
LEGALZOOM COM INC COM
-$313.8K
16,935
-64%
增持
BDX
BECTON DICKINSON & CO COM
+$312.0K
2,688
+140%
建仓
Q
QNITY ELECTRONICS INC COMMON STOCK
+$310.6K
3,804
减持
MOS
MOSAIC CO COM
-$310.6K
1,972
-81%
清仓
FFIV
F5 INC COM
-$310.3K
0
-100%
增持
IT
GARTNER INC COM
+$306.7K
2,339
+117%
增持
CMI
CUMMINS INC COM
+$299.5K
3,194
+1%
减持
BBWI
BATH & BODY WORKS INC COM
-$297.7K
11,931
-43%
增持
—
GENPACT LIMITED SHS
+$297.0K
9,235
+186%
增持
WMT
WALMART INC COM
+$296.6K
9,641
+28%
增持
COM
Auspice Commodity Strategy
+$295.5K
39,900
+30%
减持
NWL
NEWELL BRANDS INC COM
-$293.8K
30,473
-61%
增持
FNDF
Schwab Fundamental Int'l Broad
+$286.1K
61,424
+6%
增持
NVDA
NVIDIA CORPORATION COM
+$283.5K
22,771
+7%
增持
MDB
MONGODB INC CL A
+$283.1K
2,113
+9%
减持
ARE
ALEXANDRIA REAL ESTATE EQ INC COM
-$282.0K
55
-98%
增持
BMRN
BIOMARIN PHARMACEUTICAL INC COM
+$277.0K
17,620
+24%
减持
MSFT
MICROSOFT CORP COM
-$276.1K
2,405
-13%
增持
BKNG
BOOKING HOLDINGS INC COM
+$275.2K
126
+70%
减持
—
APELLIS PHARMACEUTICALS INC COM
-$273.6K
5,107
-71%
减持
C
CITIGROUP INC COM NEW
+$273.0K
22,484
-3%
增持
WDC
WESTERN DIGITAL CORP COM
+$270.9K
2,981
+48%
增持
VRSK
VERISK ANALYTICS INC COM
+$270.5K
1,796
+244%
增持
NYT
NEW YORK TIMES CO MTN BE CL A
+$266.1K
8,451
+51%
减持
MAN
MANPOWERGROUP INC WIS COM
-$265.3K
1,970
-77%
减持
AWK
AMERICAN WTR WKS CO INC NEW COM
-$258.7K
107
-95%
增持
—
AXIS CAP HLDGS LTD SHS
+$256.2K
8,063
+27%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$255.7K
1,615
+57%
增持
VFC
V F CORP COM
+$255.3K
47,390
+14%
增持
UAL
UNITED AIRLS HLDGS INC COM
+$253.6K
9,153
+15%
增持
AAPL
APPLE INC COM
+$253.0K
6,896
+8%
减持
RHI
ROBERT HALF INC. COM
-$252.7K
4,299
-60%
增持
NOW
SERVICENOW INC COM
+$251.9K
11,695
+599%
增持
HPQ
HP INC COM
+$251.7K
25,713
+118%
增持
COF
CAPITAL ONE FINL CORP COM
+$251.2K
6,230
+5%
减持
INTU
INTUIT COM
-$250.2K
447
-44%
增持
ANET
ARISTA NETWORKS INC COM SHS
-$247.0K
21,303
+2%
增持
IFF
INTERNATIONAL FLAVORS&FRAGRANC COM
+$246.0K
7,353
+81%
增持
—
TECHNIPFMC PLC COM
+$243.9K
43,873
+1%
减持
KMI
KINDER MORGAN INC DEL COM
-$242.4K
8,304
-50%
增持
JEF
JEFFERIES FINANCIAL GROUP INC COM
+$233.8K
4,768
+406%
增持
AMT
AMERICAN TOWER CORP COM
+$232.2K
1,410
+1663%
减持
PSN
PARSONS CORP DEL COM
-$227.0K
1,877
-55%
增持
BIIB
BIOGEN INC COM
+$226.9K
5,714
+3%
减持
AZO
AUTOZONE INC COM
-$226.9K
9
-85%
增持
GIS
GENERAL MILLS INC COM
+$224.9K
5,139
+1742%
增持
FCX
FREEPORT MCMORAN INC CL B
+$224.1K
16,424
+6%
增持
IVV
iShares S&P 500
+$223.6K
5,083
+4%
增持
OMC
OMNICOM GROUP INC COM
+$221.3K
3,170
+646%
减持
ZBRA
ZEBRA TECHNOLOGIES CORPORATION CL A
-$219.5K
1,858
-18%
减持
WH
WYNDHAM HOTELS & RESORTS INC COM
-$217.7K
202
-93%
增持
SNDK
SANDISK CORP COM
+$213.7K
1,614
+7%
增持
AMP
AMERIPRISE FINL INC COM
+$213.4K
875
+99%
增持
MLI
MUELLER INDS INC COM
+$211.7K
4,114
+60%
增持
MTCH
MATCH GROUP INC NEW COM
+$210.3K
21,987
+55%
增持
SF
STIFEL FINL CORP COM
+$208.3K
7,086
+18%
增持
KEY
KEYCORP COM
+$208.1K
10,098
+67220%
减持
—
LINDE PLC SHS
-$207.3K
34
-93%
增持
HAS
HASBRO INC COM
+$206.9K
8,432
+32%
增持
VTR
VENTAS INC COM
+$205.3K
4,958
+95%
增持
TGT
TARGET CORP COM
+$202.5K
2,808
+250%
增持
APH
AMPHENOL CORP CL A
+$201.3K
15,237
+1%
减持
VLTO
VERALTO CORP COM SHS
-$198.1K
881
-67%
增持
CI
THE CIGNA GROUP COM
+$196.9K
730
+5114%
增持
DINO
HF SINCLAIR CORP COM
-$195.3K
31,344
+0%
增持
LMT
LOCKHEED MARTIN CORP COM
+$195.3K
570
+254%
增持
FTNT
FORTINET INC COM
+$194.7K
3,654
+222%
减持
EME
EMCOR GROUP INC COM
-$194.5K
1,746
-10%
建仓
WCN
WASTE CONNECTIONS INC COM
+$194.3K
1,108
减持
BRO
BROWN & BROWN INC COM
-$192.4K
7
-100%
减持
OVV
OVINTIV INC COM
-$189.3K
9,224
-32%
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。
