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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 6
增持 37
减持 103
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
RBLX
ROBLOX CORP CL A
-$2.8M
5,319
-86%
减持
TEAM
ATLASSIAN CORPORATION CL A
-$2.5M
2,605
-84%
减持
SNOW
SNOWFLAKE INC COM SHS
-$2.1M
6,382
-54%
减持
FIX
COMFORT SYS USA INC COM
+$1.5M
3,467
-0%
减持
CNC
CENTENE CORP DEL COM
-$1.4M
39,998
-40%
增持
SGOV
iShares 0-3 Month T-Bills ETF
+$1.3M
25,936
+100%
减持
ZM
ZOOM COMMUNICATIONS INC CL A
-$1.2M
4,668
-75%
减持
COF
CAPITAL ONE FINL CORP COM
-$1.2M
1,574
-75%
减持
MMM
3M CO COM
-$1.2M
945
-89%
减持
ABNB
AIRBNB INC COM CL A
-$1.2M
8,200
-50%
增持
PHYS
Sprott Gold Convert to Physical
+$1.1M
419,852
+1%
减持
EXPE
EXPEDIA GROUP INC COM NEW
-$1.0M
7,813
-22%
增持
TER
TERADYNE INC COM
+$1.0M
9,782
+2%
减持
VRSN
VERISIGN INC COM
-$1.0M
2,673
-62%
减持
HUBS
HUBSPOT INC COM
-$1.0M
326
-88%
减持
ADSK
AUTODESK INC COM
-$970.9K
344
-90%
减持
—
ELASTIC N V ORD SHS
-$962.0K
2,565
-82%
清仓
EXAS
EXACT SCIENCES CORP COM
-$931.6K
0
-100%
减持
MSCI
MSCI INC COM
-$927.2K
1,405
-52%
增持
FNDF
Schwab Fundamental Int'l Broad
+$921.1K
75,579
+23%
减持
PINS
PINTEREST INC CL A
-$886.0K
174
-99%
减持
BBY
BEST BUY INC COM
-$878.5K
1,185
-92%
减持
NOW
SERVICENOW INC COM
-$829.6K
9,201
-21%
增持
GEV
GE VERNOVA INC COM
+$825.3K
3,375
+4%
建仓
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
+$803.3K
15,283
减持
ANET
ARISTA NETWORKS INC COM SHS
-$795.5K
16,255
-24%
增持
MSFT
MICROSOFT CORP COM
+$795.0K
5,289
+120%
减持
FDS
FACTSET RESH SYS INC COM
-$794.1K
145
-95%
建仓
SPY
STATE STREET SPDR S&P 500 ETF
+$790.8K
1,216
建仓
IGIB
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
+$783.4K
14,720
减持
KDP
KEURIG DR PEPPER INC COM
-$774.0K
5,049
-84%
减持
DG
DOLLAR GEN CORP COM
-$763.6K
7,013
-42%
减持
PEP
PEPSICO INC COM
-$746.5K
7,998
-42%
减持
LYFT
LYFT INC CL A COM
-$738.3K
41,155
-38%
建仓
AAAU
GOLDMAN SACHS PHYSICAL GOLD ETF
+$688.9K
14,915
减持
REGN
REGENERON PHARMACEUTICALS COM
-$672.5K
735
-54%
增持
VRT
VERTIV HOLDINGS CO COM CL A
+$663.8K
7,239
+2%
减持
GLW
CORNING INC COM
+$651.8K
13,496
-0%
清仓
—
SYNOVUS FINL CORP COM NEW
-$640.1K
0
-100%
减持
DASH
DOORDASH INC CL A
-$632.3K
107
-96%
减持
ROP
ROPER TECHNOLOGIES INC COM
-$629.3K
365
-79%
清仓
—
CONFLUENT INC CLASS A COM
-$611.2K
0
-100%
增持
XLE
Energy ETF
+$602.4K
33,942
+3%
减持
HBAN
HUNTINGTON BANCSHARES INC COM
-$595.5K
5,210
-87%
减持
ADT
ADT INC DEL COM
-$589.8K
57,052
-52%
减持
MEDP
MEDPACE HLDGS INC COM
-$579.6K
1,765
-31%
减持
UTHR
UNITED THERAPEUTICS CORP DEL COM
-$572.4K
333
-79%
减持
BMRN
BIOMARIN PHARMACEUTICAL INC COM
-$551.3K
8,777
-50%
增持
EMXC
iShares MSCI Emerging Markets Ex-China
+$545.2K
23,933
+30%
减持
QCOM
QUALCOMM INC COM
-$532.2K
337
-90%
减持
EXEL
EXELIXIS INC COM
-$529.8K
12,527
-49%
增持
IEMG
iShares Core MSCI Emerging Markets
+$521.4K
30,120
+28%
减持
ALL
ALLSTATE CORP COM
-$516.3K
129
-95%
减持
HPQ
HP INC COM
-$513.0K
3,118
-88%
减持
DINO
HF SINCLAIR CORP COM
+$503.4K
31,218
-0%
减持
NVDA
NVIDIA CORPORATION COM
-$483.6K
21,578
-5%
增持
COMT
iShares GSCI Commodity Strategy
+$461.5K
48,567
+2%
增持
SCHF
Schwab International
+$460.2K
50,770
+53%
减持
GTM
ZOOMINFO TECHNOLOGIES INC COMMON STOCK
-$444.2K
43,840
-37%
减持
CRBG
COREBRIDGE FINL INC COM
-$436.4K
14,582
-44%
减持
VLO
VALERO ENERGY CORP COM
+$428.5K
5,087
-0%
减持
—
MEDTRONIC PLC SHS
-$427.6K
1,294
-77%
减持
MDB
MONGODB INC CL A
-$421.5K
1,901
-10%
减持
DKNG
DRAFTKINGS INC NEW COM CL A
-$415.3K
9,730
-46%
减持
WEN
WENDYS CO COM
-$415.1K
15,673
-75%
减持
SSNC
SS&C TECH HLDGS COM
-$414.2K
913
-83%
减持
INTC
INTEL CORP COM
-$411.2K
37,557
-33%
减持
ZBRA
ZEBRA TECHNOLOGIES CORPORATION CL A
-$410.4K
195
-90%
减持
BKNG
BOOKING HOLDINGS INC COM
-$409.5K
63
-50%
清仓
ZS
ZSCALER INC COM
-$405.8K
0
-100%
减持
VRSK
VERISK ANALYTICS INC COM
-$395.9K
31
-98%
减持
ETSY
ETSY INC COM
-$393.5K
16,113
-25%
减持
NDAQ
NASDAQ INC COM
-$391.0K
4,071
-46%
减持
PANW
PALO ALTO NETWORKS INC COM
-$386.8K
4,148
-27%
减持
MTCH
MATCH GROUP INC NEW COM
-$365.5K
11,217
-49%
减持
NWSA
NEWS CORP NEW CL A
-$363.1K
10,055
-57%
减持
ORCL
ORACLE CORP COM
-$360.8K
613
-74%
增持
EFX
EQUIFAX INC COM
+$347.2K
2,039
+2116%
增持
FIVE
FIVE BELOW INC COM
+$342.6K
8,113
+1%
减持
ORI
OLD REP INTL CORP COM
-$342.6K
18,899
-21%
增持
VGSH
Vanguard Short-Term USTS
+$335.8K
56,356
+12%
减持
TXRH
TEXAS ROADHOUSE INC COM
-$331.8K
5,307
-27%
增持
QQQM
INVESCO NASDAQ 100 ETF
+$331.0K
1,422
+5167%
减持
TFX
TELEFLEX INCORPORATED COM
-$328.2K
169
-94%
减持
MKTX
MARKETAXESS HLDGS INC COM
-$326.2K
3,706
-28%
减持
LVS
LAS VEGAS SANDS CORP COM
-$324.8K
11,952
-20%
减持
PCG
PG&E CORP COM
-$311.0K
80,731
-25%
增持
DOW
DOW HLDGS INC COM
+$308.3K
8,224
+462%
减持
HOOD
ROBINHOOD MKTS INC COM CL A
-$302.8K
4,842
-14%
增持
FDX
FEDEX CORP COM
+$300.8K
4,451
+0%
增持
HAL
HALLIBURTON CO COM
+$298.9K
27,541
+0%
减持
AMP
AMERIPRISE FINL INC COM
-$298.4K
294
-66%
减持
MAT
MATTEL INC COM
-$295.2K
16,460
-39%
增持
BKR
BAKER HUGHES COMPANY CL A
+$293.1K
18,857
+0%
减持
WDC
WESTERN DIGITAL CORP COM
+$291.2K
2,975
-0%
增持
EME
EMCOR GROUP INC COM
+$285.9K
1,834
+5%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$285.7K
172
-86%
增持
AA
ALCOA CORP COM
+$281.0K
20,525
+1%
增持
MOH
MOLINA HEALTHCARE INC COM
+$279.1K
2,125
+8754%
减持
IQV
IQVIA HLDGS INC COM
-$275.9K
1,470
-37%
减持
DHI
D R HORTON INC COM
-$274.5K
842
-69%
减持
ECL
ECOLAB INC COM
-$271.9K
704
-60%
增持
COP
CONOCOPHILLIPS COM
+$263.6K
6,736
+1%
减持
NEM
NEWMONT CORP COM
-$261.0K
3,788
-44%
减持
—
STERIS PLC SHS USD
-$260.1K
413
-70%
增持
GM
GENERAL MTRS CO COM
-$259.8K
43,346
+1%
增持
LULU
LULULEMON ATHLETICA INC COM
+$258.6K
1,692
+84500%
增持
VSS
Vanguard FTSE All-World Ex-US Small-Cap
+$258.0K
5,319
+47%
减持
IT
GARTNER INC COM
-$257.6K
2,100
-10%
减持
NTRA
NATERA INC COM
-$251.5K
5,101
-8%
减持
JNJ
JOHNSON & JOHNSON COM
+$251.5K
7,057
-1%
减持
MANH
MANHATTAN ASSOCIATES INC COM
-$250.3K
3,589
-15%
建仓
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$248.2K
2,500
增持
EQIX
EQUINIX INC COM
+$248.0K
321
+269%
增持
COST
COSTCO WHOLESALE CORPORATION COM
+$246.8K
271
+904%
减持
UAL
UNITED AIRLS HLDGS INC COM
-$239.8K
8,512
-7%
减持
WST
WEST PHARMACEUTICAL SVSC INC COM
-$237.6K
28
-97%
减持
DHR
DANAHER CORP DEL COM
-$235.9K
2,092
-24%
增持
BMY
BRISTOL-MYERS SQUIBB CO COM
+$234.8K
18,498
+12%
减持
JEF
JEFFERIES FINANCIAL GROUP INC COM
-$234.7K
1,473
-69%
增持
DOCU
DOCUSIGN INC COM
+$234.5K
6,446
+520%
减持
ROKU
ROKU INC COM CL A
-$227.7K
6,032
-18%
减持
AMT
AMERICAN TOWER CORP COM
-$226.7K
121
-91%
增持
XCEM
Columbia Emerging Markets Ex-China
+$218.9K
9,618
+113%
减持
PEGA
PEGASYSTEMS INC COM
-$215.2K
9,882
-7%
减持
GTLB
GITLAB INC CLASS A COM
-$213.8K
7,787
-24%
增持
DOCS
DOXIMITY INC CL A
+$208.1K
8,980
+34438%
减持
J
JACOBS SOLUTIONS INC COM
-$207.8K
1,753
-46%
减持
THC
TENET HEALTHCARE CORP COM NEW
-$207.4K
3,944
-18%
减持
UPS
UNITED PARCEL SVCS INC CL B
-$204.8K
4,709
-30%
减持
EPAM
EPAM SYS INC COM
-$204.4K
196
-83%
减持
INCY
INCYTE CORP COM
-$202.3K
28,674
-2%
减持
USFD
US FOODS HLDG CORP COM
+$200.7K
13,013
-2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$200.7K
1,314
-20%
增持
TMUS
T-MOBILE US INC COM
+$199.4K
1,219
+337%
减持
PAG
PENSKE AUTOMOTIVE GRP INC COM
-$199.4K
479
-72%
减持
—
AXIS CAP HLDGS LTD SHS
-$198.7K
6,555
-19%
减持
TSN
TYSON FOODS INC CL A
-$198.2K
6,769
-37%
减持
—
CHUBB LTD SWITZ COM
-$196.0K
3,344
-19%
减持
CVS
CVS HEALTH CORP COM
-$195.5K
1,427
-62%
减持
OTIS
OTIS WORLDWIDE CORP COM
-$195.0K
294
-88%
减持
VEEV
VEEVA SYS INC CL A COM
-$194.6K
2,087
-17%
建仓
—
WEBULL CORP ORD SHS
+$193.5K
40,304
减持
RGA
REINSURANCE GROUP AMER INC COM NEW
-$192.3K
3,144
-23%
增持
AVGO
BROADCOM INC COM
-$192.3K
7,496
+3%
减持
SPGI
S&P GLOBAL INC COM
-$191.9K
673
-26%
减持
CNXC
CONCENTRIX CORP COM
-$191.4K
1,124
-79%
增持
BIL
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
+$191.2K
2,088
+104300%
增持
PG
PROCTER & GAMBLE CO COM
+$189.9K
1,492
+734%
减持
PSX
PHILLIPS 66 COM
+$186.5K
3,871
-4%
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。
