13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
AlphaSMO 权威研究指南阅读专题
CIK: 0002136442
申报总市值
US$2.2亿
US$2.2亿
2668 檔
12.7%
Q3 2025 季度申报显示，Essential Partners LLC 披露的美股组合总市值为 US$2.2亿，涵盖 2668 个不同之权益投资仓位。
在 Q3 2025，Essential Partners LLC 操作展现出积极扩展与加仓意向。本季共新建仓 3 个新仓位，并对 138 个既有持股进行加仓（合计增持 141 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Essential Partners LLC 的前 5 大核心持股（包含 PHYS, RBLX, NVDA 等）合计占整体申报市值的 12.7%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
PCG
市值: US$116.0万
本季最大获利了结 / 清仓标的
SKAA
前期市值: US$41.8万
仅显示前 200 大持股（共 2668 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 3.95% | +0.63% | -2.75% | |
| 2 | RBLX | Roblox CORP -class A | 股票-通信服务 | 1.65% | -0.01% | +3.28% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 1.31% | +0.32% | +10.94% | |
| 4 | GE | General Electric | 股票-工业 | 1.14% | -0.05% | +8.00% | |
| 5 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-其他 | 1.14% | +0.01% | +1.04% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.07% | +0.13% | +3.27% | |
| 7 | SNOW | Snowflake Inc | 股票-科技 | 1.05% | +0.01% | +1.67% | |
| 8 | ANET | Arista Networks Inc | 股票-科技 | 1.00% | +0.02% | +2.32% | |
| 9 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.99% | -0.10% | -13.08% | |
| 10 | PNC | Pnc Financial Services Group | 股票-金融 | 0.94% | -0.03% | +18.46% | |
| 11 | FIX | Comfort Systems USA Inc | 股票-工业 | 0.88% | -0.46% | +10.27% | |
| 12 | GM | General Motors Co | 股票-周期性消费 | 0.87% | -0.02% | +5.10% | |
| 13 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.82% | +0.16% | +7.60% | |
| 14 | INCY | Incyte CORP | 股票-医疗保健 | 0.80% | +0.02% | +7.98% | |
| 15 | VRSN | Verisign Inc | 股票-科技 | 0.80% | -0.02% | +10.88% | |
| 16 | AVGO | Broadcom Inc | 股票-科技 | 0.80% | -0.07% | +3.71% | |
| 17 | C | Citigroup Inc | 股票-金融 | 0.78% | -0.02% | +5.92% | |
| 18 | DASH | Doordash Inc - A | 股票-周期性消费 | 0.76% | — | -0.47% | |
| 19 | GEV | GE Vernova Inc | 股票-工业 | 0.69% | -0.15% | +9.87% | |
| 20 | ADBE | Adobe Inc | 股票-科技 | 0.65% | -0.02% | +10.96% | |
| 21 | INTC | Intel CORP | 股票-科技 | 0.64% | -0.04% | +128.08% | |
| 22 | EXPE | Expedia Group Inc | 股票-周期性消费 | 0.62% | +0.01% | +15.63% | |
| 23 | APH | Amphenol Corp-cl A | 股票-科技 | 0.61% | -0.01% | +5.63% | |
| 24 | TPR | Tapestry Inc | 股票-周期性消费 | 0.61% | -0.05% | +9.72% | |
| 25 | ABNB | Airbnb Inc-class A | 股票-周期性消费 | 0.58% | +0.05% | -0.37% | |
| 26 | MSCI | Msci Inc | 股票-金融 | 0.57% | +0.05% | -1.83% | |
| 27 | FTI | TechnipFMC plc | 股票-能源 | 0.56% | — | +16.23% | |
| 28 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.54% | -0.20% | +213.70% | |
| 29 | DINO | Hf Sinclair CORP | 股票-能源 | 0.54% | +0.04% | +0.55% | |
| 30 | AAPL | Apple Inc | 股票-科技 | 0.53% | +0.15% | +7.80% | |
| 31 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.52% | -0.03% | -42.18% | |
| 32 | PM | Philip Morris International | 股票-非周期性消费 | 0.52% | +0.05% | -1.50% | |
| 33 | NOW | Servicenow Inc | 股票-科技 | 0.51% | +0.01% | -5.32% | |
| 34 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.51% | +0.08% | +103.20% | |
| 35 | DAL | Delta Air Lines Inc | 股票-工业 | 0.50% | — | -1.97% | |
| 36 | GRMN | Garmin Ltd. | 股票-科技 | 0.49% | +0.02% | +11.97% | |
| 37 | RL | Ralph Lauren CORP | 股票-周期性消费 | 0.49% | -0.03% | +1.57% | |
| 38 | EVR | Evercore Inc - A | 股票-金融 | 0.48% | -0.02% | +10.97% | |
| 39 | MSFT | Microsoft CORP | 股票-科技 | 0.47% | +0.24% | +55.63% | |
| 40 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.47% | — | -4.15% | |
| 41 | LYFT | Lyft Inc-a | 股票-科技 | 0.46% | — | +7.99% | |
| 42 | DKNG | Draftkings Inc-cl A | 股票-周期性消费 | 0.46% | -0.14% | +4.68% | |
| 43 | GMOV | Gmo U.s. Value ETF | ETF-其他 | 0.45% | +0.05% | +9.56% | |
| 44 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.44% | +0.10% | +18.47% | |
| 45 | CMI | Cummins Inc | 股票-工业 | 0.44% | -0.08% | +3.45% | |
| 46 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.44% | -0.03% | +0.29% | |
| 47 | ETSY | Etsy Inc | 股票-周期性消费 | 0.43% | — | +0.82% | |
| 48 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.43% | +0.01% | -3.67% | |
| 49 | NTNX | Nutanix Inc - A | 股票-科技 | 0.43% | +0.03% | +19.75% | |
| 50 | EME | Emcor Group Inc | 股票-工业 | 0.42% | -0.02% | +16.97% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | INTC | Intel CORP | +0.4% | +128.08% | 加仓 |
| 2 | MOH | Molina Healthcare Inc | +0.4% | +1356.38% | 加仓 |
| 3 | CHWY | Chewy Inc - Class A | +0.4% | +41933.87% | 加仓 |
| 4 | PEP | Pepsico Inc | +0.3% | +213.70% | 加仓 |
| 5 | CNC | Centene CORP | +0.3% | +3443.66% | 加仓 |
| 6 | FIX | Comfort Systems USA Inc | +0.3% | +10.27% | 加仓 |
| 7 | FDX | Fedex CORP | +0.2% | +463.81% | 加仓 |
| 8 | MRK | Merck & Co. Inc. | +0.2% | +103.20% | 加仓 |
| 9 | ADT | Adt Inc | +0.2% | +276.15% | 加仓 |
| 10 | REGN | Regeneron Pharmaceuticals | +0.2% | +14562.50% | 加仓 |
| 11 | WMT | Walmart Inc | +0.2% | +305.37% | 加仓 |
| 12 | RBLX | Roblox CORP -class A | +0.2% | +3.28% | 加仓 |
| 13 | MEDP | Medpace Holdings Inc | +0.2% | +51.02% | 加仓 |
| 14 | ALNY | Alnylam Pharmaceuticals Inc | +0.2% | +1893.55% | 加仓 |
| 15 | CHTR | Charter Communications Inc-a | +0.2% | +21811.11% | 加仓 |
| 16 | ANET | Arista Networks Inc | +0.2% | +2.32% | 加仓 |
| 17 | MTCH | Match Group Inc | +0.2% | +2269.85% | 加仓 |
| 18 | PNFP | Pinnacle Financial Partners | +0.1% | +2093.21% | 加仓 |
| 19 | CAG | Conagra Brands Inc | +0.1% | +41272.73% | 加仓 |
| 20 | NBIX | Neurocrine Biosciences Inc | +0.1% | +113.84% | 加仓 |
| 21 | PG | Procter & Gamble Co/the | +0.1% | +2612.38% | 加仓 |
| 22 | TFX | Teleflex Inc | +0.1% | +2006.63% | 加仓 |
| 23 | MSFT | Microsoft CORP | +0.1% | +55.63% | 加仓 |
| 24 | BAH | Booz Allen Hamilton Holdings | +0.1% | +106.00% | 加仓 |
| 25 | KMI | Kinder Morgan, Inc. | +0.1% | +397.78% | 加仓 |
| 26 | EXPE | Expedia Group Inc | +0.1% | +15.63% | 加仓 |
| 27 | MU | Micron Technology Inc | +0.1% | +4556.82% | 加仓 |
| 28 | MOS | Mosaic Co/the | +0.1% | +1342.04% | 加仓 |
| 29 | NVDA | Nvidia CORP | +0.1% | +10.94% | 加仓 |
| 30 | GD | General Dynamics CORP | +0.1% | +84.42% | 加仓 |
| 31 | PSX | Phillips 66 | +0.1% | +376.40% | 加仓 |
| 32 | MAN | Manpowergroup Inc | +0.1% | +1289.43% | 加仓 |
| 33 | TPR | Tapestry Inc | +0.1% | +9.72% | 加仓 |
| 34 | LYFT | Lyft Inc-a | +0.1% | +7.99% | 加仓 |
| 35 | GLW | Corning Inc | +0.1% | -0.21% | 减仓 |
| 36 | PLTR | Palantir Technologies Inc-a | +0.1% | +82.41% | 加仓 |
| 37 | BWA | Borgwarner Inc | +0.1% | +247.67% | 加仓 |
| 38 | 8QR | Confluent Inc-class A | +0.1% | +43751.61% | 加仓 |
| 39 | MLI | Mueller Industries Inc | +0.1% | +6864.86% | 加仓 |
| 40 | INCY | Incyte CORP | +0.1% | +7.98% | 加仓 |
| 41 | TER | Teradyne Inc | +0.1% | -0.49% | 减仓 |
| 42 | HOOD | Robinhood Markets Inc - A | +0.1% | +5.51% | 加仓 |
| 43 | JBHT | Hunt (jb) Transprt Svcs Inc | +0.1% | +128.39% | 加仓 |
| 44 | MGM | Mgm Resorts International | +0.1% | +288.92% | 加仓 |
| 45 | NNN | Nnn Reit Inc | +0.1% | +546.32% | 加仓 |
| 46 | AEP | American Electric Power | +0.1% | +2336.17% | 加仓 |
| 47 | IFF | Intl Flavors & Fragrances | +0.1% | +6438.71% | 加仓 |
| 48 | STE | STERIS plc | +0.1% | +393.52% | 加仓 |
| 49 | ORCL | Oracle CORP | +0.1% | +627.34% | 加仓 |
| 50 | EME | Emcor Group Inc | +0.1% | +16.97% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Essential Partners LLC 在 Q3 2025 季度的美股持仓总市值约为 US$2.2亿，共申报了 2668 个公开持股仓位。
在 Q3 2025 季度，Essential Partners LLC 按市值排列的前三大核心持股分别为：PHYS (4.0%)、RBLX (1.6%)、NVDA (1.3%)。其中最大持股仓位 PHYS 占据整体投资组合约 4.0% 的权重。
在 Q3 2025 季度中，Essential Partners LLC 共进行了 198 项持仓异动，包含新建仓 3 个仓位、加仓 138 个仓位、减仓 56 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 PCG。 本季清仓仓位包含 SKAA。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。