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。
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CIK: 0002136442
申报总市值
US$2.2亿
US$2.2亿
2853 檔
14.4%
根据最新整理的 13F 季度数据集，Essential Partners LLC 于 Q2 2026 结束时的管理资产规模为 US$2.2亿。该机构在本季度申报了 2853 档美股持仓，呈现出该时期的主要投资地图。
在 Q2 2026，Essential Partners LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 145 个仓位并完全清仓 9 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Essential Partners LLC 的前 5 大核心持股（包含 PHYS, VGSH, IVV 等）合计占整体申报市值的 14.4%，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
市值: US$41.3万
本季最大获利了结 / 清仓标的
IGSB
前期市值: US$80.3万
仅显示前 200 大持股（共 2853 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 | 6.05% | +0.63% | +3.65% | |
| 2 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 2.30% | -0.10% | +52.23% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.20% | +0.13% | +19.03% | |
| 4 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 2.06% | +0.16% | +12.24% | |
| 5 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-其他 | 1.91% | +0.01% | +7.27% | |
| 6 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 1.33% | +0.07% | +10.66% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.32% | — | +15.23% | |
| 8 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 1.32% | -0.03% | +17.18% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 1.10% | +0.32% | -44.49% | |
| 10 | AAPL | Apple Inc | 股票-科技 | 1.05% | +0.15% | +11.81% | |
| 11 | GMOV | Gmo U.s. Value ETF | ETF-其他 | 1.01% | +0.05% | +21.76% | |
| 12 | MU | Micron Technology Inc | 股票-科技 | 1.00% | -0.28% | -30.75% | |
| 13 | FIX | Comfort Systems USA Inc | 股票-工业 | 0.98% | -0.46% | -68.94% | |
| 14 | XLE | Ss Energy Select Sector | ETF-其他 | 0.90% | +0.18% | +8.74% | |
| 15 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.80% | +0.02% | +23.23% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 0.77% | +0.24% | -15.33% | |
| 17 | COMT | Ishares Gsci Commodity Dynam | ETF-避险与商品 | 0.75% | +0.20% | +10.08% | |
| 18 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.70% | -0.03% | -0.86% | |
| 19 | COM | Direxion Auspice Brd Cmdty | ETF-其他 | 0.69% | +0.08% | +14.14% | |
| 20 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.69% | -0.05% | +20.74% | |
| 21 | GMOI | Gmo International Value ETF | ETF-其他 | 0.67% | +0.04% | — | |
| 22 | JBHT | Hunt (jb) Transprt Svcs Inc | 股票-工业 | 0.65% | -0.17% | -7.17% | |
| 23 | WDC | Western Digital CORP | 股票-科技 | 0.60% | -0.29% | -30.92% | |
| 24 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.60% | +0.10% | -26.87% | |
| 25 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.59% | +0.08% | -61.24% | |
| 26 | SCHR | Schwab Intermediate-term US | ETF-其他 | 0.59% | -0.03% | +9.92% | |
| 27 | INTC | Intel CORP | 股票-科技 | 0.52% | -0.04% | -78.56% | |
| 28 | EIX | Edison International | 股票-公用事业 | 0.51% | -0.30% | -45.40% | |
| 29 | CB | Chubb Limited | 股票-金融 | 0.50% | -0.02% | -4.61% | |
| 30 | DXJ | Wisdomtree Japan Hedged Eq | ETF-其他 | 0.49% | +0.04% | +29.46% | |
| 31 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.47% | +0.01% | -5.15% | |
| 32 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.47% | +0.03% | +22.97% | |
| 33 | CNC | Centene CORP | 股票-医疗保健 | 0.46% | -0.02% | -61.17% | |
| 34 | LRCX | Lam Research CORP | 股票-科技 | 0.46% | -0.10% | +1.37% | |
| 35 | AVGO | Broadcom Inc | 股票-科技 | 0.46% | -0.07% | -65.02% | |
| 36 | TER | Teradyne Inc | 股票-科技 | 0.45% | -0.12% | -79.30% | |
| 37 | WMT | Walmart Inc | 股票-非周期性消费 | 0.45% | -0.38% | -8.43% | |
| 38 | GEV | GE Vernova Inc | 股票-工业 | 0.45% | -0.15% | -75.44% | |
| 39 | DBMF | Imgp Dbi Managed Futures Str | ETF-其他 | 0.43% | +0.03% | +26.32% | |
| 40 | PCG | P G & E CORP | 股票-公用事业 | 0.42% | -0.32% | -32.36% | |
| 41 | FDX | Fedex CORP | 股票-工业 | 0.41% | -0.04% | -36.55% | |
| 42 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 0.41% | -0.04% | +19.04% | |
| 43 | ABNB | Airbnb Inc-class A | 股票-周期性消费 | 0.39% | +0.05% | -27.39% | |
| 44 | FTI | TechnipFMC plc | 股票-能源 | 0.37% | — | -72.51% | |
| 45 | PSX | Phillips 66 | 股票-能源 | 0.36% | +0.17% | +19.94% | |
| 46 | PNC | Pnc Financial Services Group | 股票-金融 | 0.35% | -0.03% | -75.58% | |
| 47 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.35% | -0.02% | -6.83% | |
| 48 | GM | General Motors Co | 股票-周期性消费 | 0.35% | -0.02% | -77.14% | |
| 49 | ILMN | Illumina Inc | 股票-医疗保健 | 0.34% | +0.12% | -67.79% | |
| 50 | AHLT | American Beacon Ahl Trend | ETF-其他 | 0.34% | +0.02% | +42.31% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VGSH | Vanguard Short-term Treasury | +1.2% | +52.23% | 加仓 |
| 2 | PHYS | Sprott Physical Gold Trust | +1% | +3.65% | 加仓 |
| 3 | IVV | Ishares Core S&p 500 ETF | +1% | +19.03% | 加仓 |
| 4 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.8% | +12.24% | 加仓 |
| 5 | FNDB | Schwab Fndmntl US Brd Mr ETF | +0.8% | +7.27% | 加仓 |
| 6 | MU | Micron Technology Inc | +0.7% | -30.75% | 减仓 |
| 7 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.7% | +17.18% | 加仓 |
| 8 | IEMG | Ishares Core Msci Emerging | +0.6% | +15.23% | 加仓 |
| 9 | AAPL | Apple Inc | +0.5% | +11.81% | 加仓 |
| 10 | SGOV | Ishares 0-3 Month Treasury B | +0.5% | +10.66% | 加仓 |
| 11 | GMOV | Gmo U.s. Value ETF | +0.4% | +21.76% | 加仓 |
| 12 | SCHF | Schwab Intl Equity ETF | +0.4% | +23.23% | 加仓 |
| 13 | SCHA | Schwab US Small-cap ETF | +0.4% | +20.74% | 加仓 |
| 14 | WDC | Western Digital CORP | +0.3% | -30.92% | 减仓 |
| 15 | LRCX | Lam Research CORP | +0.3% | +1.37% | 加仓 |
| 16 | JBHT | Hunt (jb) Transprt Svcs Inc | +0.3% | -7.17% | 减仓 |
| 17 | DXJ | Wisdomtree Japan Hedged Eq | +0.2% | +29.46% | 加仓 |
| 18 | VSS | Vanguard Ftse All Wo X-us Sc | +0.2% | +22.97% | 加仓 |
| 19 | ✓ | +0.2% | NEW | 新建仓 | |
| 20 | TEAM | Atlassian Corp-cl A | +0.2% | +168.14% | 加仓 |
| 21 | CRS | Carpenter Technology | +0.2% | +120.11% | 加仓 |
| 22 | STX | Seagate Technology Holdings plc | +0.2% | +51.19% | 加仓 |
| 23 | CBSH | Commerce Bancshares Inc | +0.2% | +17523.08% | 加仓 |
| 24 | DBMF | Imgp Dbi Managed Futures Str | +0.2% | +26.32% | 加仓 |
| 25 | AHLT | American Beacon Ahl Trend | +0.2% | +42.31% | 加仓 |
| 26 | DTE | Dte Energy Company | +0.2% | +468.13% | 加仓 |
| 27 | AMD | Advanced Micro Devices | +0.2% | +21.30% | 加仓 |
| 28 | MAA | Mid-america Apartment Comm | +0.2% | +772.22% | 加仓 |
| 29 | AON | Aon plc | +0.2% | +92.09% | 加仓 |
| 30 | GIS | General Mills Inc | +0.1% | +426.13% | 加仓 |
| 31 | DKNG | Draftkings Inc-cl A | +0.1% | +88.58% | 加仓 |
| 32 | VIK | Viking Holdings Ltd | +0.1% | +62.69% | 加仓 |
| 33 | MOH | Molina Healthcare Inc | +0.1% | +7.53% | 加仓 |
| 34 | SNPS | Synopsys Inc | +0.1% | +466.40% | 加仓 |
| 35 | MRSH | Marsh & Mclennan Cos | +0.1% | +176.04% | 加仓 |
| 36 | NNN | Nnn Reit Inc | +0.1% | +89.22% | 加仓 |
| 37 | WAL | Western Alliance Bancorp | +0.1% | +1187.55% | 加仓 |
| 38 | WCN | Waste Connections Inc | +0.1% | +807.49% | 加仓 |
| 39 | CSGP | Costar Group Inc | +0.1% | +9482.98% | 加仓 |
| 40 | ARE | Alexandria Real Estate Equit | +0.1% | +1715.27% | 加仓 |
| 41 | EXE | Expand Energy CORP | +0.1% | +430.51% | 加仓 |
| 42 | ES | Eversource Energy | +0.1% | +86.67% | 加仓 |
| 43 | MSFT | Microsoft CORP | +0.1% | -15.33% | 减仓 |
| 44 | RBRK | Rubrik Inc-a | +0.1% | +452.98% | 加仓 |
| 45 | CHE | Chemed CORP | +0.1% | +283.02% | 加仓 |
| 46 | ✓ | +0.1% | NEW | 新建仓 | |
| 47 | BRO | Brown & Brown Inc | +0.1% | +163500.00% | 加仓 |
| 48 | OC | Owens Corning | +0.1% | +199.12% | 加仓 |
| 49 | ✓ | Carnival CORP LTD F | +0.1% | NEW | 新建仓 |
| 50 | AMZN | Amazon.com Inc | +0.1% | -26.87% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Essential Partners LLC 在 Q2 2026 季度的美股持仓总市值约为 US$2.2亿，共申报了 2853 个公开持股仓位。
在 Q2 2026 季度，Essential Partners LLC 按市值排列的前三大核心持股分别为：PHYS (6.0%)、VGSH (2.3%)、IVV (2.2%)。其中最大持股仓位 PHYS 占据整体投资组合约 6.0% 的权重。
在 Q2 2026 季度中，Essential Partners LLC 共进行了 200 项持仓异动，包含新建仓 3 个仓位、加仓 43 个仓位、减仓 145 个仓位以及清仓 9 个仓位。 其中最大新建仓标的为 。 本季清仓仓位包含 IGSB。
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。