13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0002136442
申報總市值
US$2.2億
US$2.2億
2848 檔
14.1%
截至 Q1 2026 季度末，Essential Partners LLC 的美股持倉估值約為 US$2.2億，全數申報部位共有 2848 檔。
在 Q1 2026，Essential Partners LLC 展現出較為審慎的避險與獲利了結姿態。本季共減碼 129 個部位並完全清倉 5 檔持股，調降曝險的部位數量高於加碼動作。
檢視投資組合結構，前 5 大主力部位（包含 PHYS, FIX, NVDA）占據了總市值的 14.1%，展現出該機構在 Q1 2026 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 2848 檔）
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 5.01% | +1.04% | +0.97% | |
| 2 | FIX | Comfort Systems USA Inc | 股票-工業 | 1.61% | -0.63% | -0.12% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 1.27% | -0.17% | -5.24% | |
| 4 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 1.24% | +0.82% | +23.04% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.18% | +1.02% | +5.25% | |
| 6 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-其他 | 1.16% | +0.75% | +0.07% | |
| 7 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.11% | +1.19% | +11.69% | |
| 8 | GM | General Motors Co | 股票-循環性消費 | 1.09% | -0.74% | +1.03% | |
| 9 | GE | General Electric | 股票-工業 | 1.07% | -0.77% | +4.00% | |
| 10 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.05% | -0.46% | -11.44% | |
| 11 | FTI | TechnipFMC plc | 股票-能源 | 1.02% | -0.65% | — | |
| 12 | GEV | GE Vernova Inc | 股票-工業 | 0.99% | -0.54% | +4.01% | |
| 13 | TER | Teradyne Inc | 股票-科技 | 0.98% | -0.53% | +1.89% | |
| 14 | INCY | Incyte CORP | 股票-醫療保健 | 0.91% | -0.59% | -2.38% | |
| 15 | PNC | Pnc Financial Services Group | 股票-金融 | 0.89% | -0.54% | +0.06% | |
| 16 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.88% | +0.45% | +100.36% | |
| 17 | C | Citigroup Inc | 股票-金融 | 0.86% | -0.59% | +0.20% | |
| 18 | AVGO | Broadcom Inc | 股票-科技 | 0.78% | -0.32% | +3.26% | |
| 19 | TPR | Tapestry Inc | 股票-循環性消費 | 0.71% | -0.52% | — | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.71% | +0.61% | +28.19% | |
| 21 | XLE | Ss Energy Select Sector | ETF-其他 | 0.70% | +0.20% | +2.75% | |
| 22 | EIX | Edison International | 股票-公用事業 | 0.67% | -0.16% | -13.96% | |
| 23 | ANET | Arista Networks Inc | 股票-科技 | 0.67% | -0.47% | -23.70% | |
| 24 | MSFT | Microsoft CORP | 股票-科技 | 0.66% | +0.11% | +119.92% | |
| 25 | DINO | Hf Sinclair CORP | 股票-能源 | 0.66% | -0.58% | -0.40% | |
| 26 | APH | Amphenol Corp-cl A | 股票-科技 | 0.64% | -0.35% | -1.65% | |
| 27 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.63% | +0.69% | +30.06% | |
| 28 | FIVE | Five Below | 股票-循環性消費 | 0.62% | -0.50% | +1.13% | |
| 29 | GLW | Corning Inc | 股票-科技 | 0.62% | -0.41% | -0.13% | |
| 30 | VRT | Vertiv Holdings Co-a | 股票-工業 | 0.61% | -0.30% | +1.97% | |
| 31 | EXPE | Expedia Group Inc | 股票-循環性消費 | 0.61% | -0.41% | -22.31% | |
| 32 | DAL | Delta Air Lines Inc | 股票-工業 | 0.60% | -0.42% | -0.51% | |
| 33 | AAPL | Apple Inc | 股票-科技 | 0.60% | +0.45% | +2.00% | |
| 34 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.58% | -0.28% | -0.88% | |
| 35 | CMI | Cummins Inc | 股票-工業 | 0.58% | -0.42% | +0.13% | |
| 36 | RL | Ralph Lauren CORP | 股票-循環性消費 | 0.58% | -0.43% | -3.72% | |
| 37 | GMOV | Gmo U.s. Value ETF | ETF-其他 | 0.57% | +0.44% | +8.61% | |
| 38 | INTC | Intel CORP | 股票-科技 | 0.56% | -0.04% | -33.01% | |
| 39 | COMT | Ishares Gsci Commodity Dynam | ETF-避險與商品 | 0.55% | +0.20% | +2.42% | |
| 40 | CFG | Citizens Financial Group | 股票-金融 | 0.54% | -0.34% | — | |
| 41 | ILMN | Illumina Inc | 股票-醫療保健 | 0.54% | -0.20% | -4.06% | |
| 42 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.54% | -0.31% | +1.54% | |
| 43 | FDX | Fedex CORP | 股票-工業 | 0.53% | -0.12% | +0.09% | |
| 44 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.52% | +0.08% | +12.29% | |
| 45 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.51% | +0.19% | +0.54% | |
| 46 | PCG | P G & E CORP | 股票-公用事業 | 0.48% | -0.06% | -24.99% | |
| 47 | GMOI | Gmo International Value ETF | ETF-其他 | 0.48% | +0.19% | — | |
| 48 | AA | Alcoa CORP | 股票-原物料 | 0.46% | -0.38% | +0.95% | |
| 49 | COM | Direxion Auspice Brd Cmdty | ETF-其他 | 0.46% | +0.24% | +1.59% | |
| 50 | EME | Emcor Group Inc | 股票-工業 | 0.46% | -0.27% | +5.04% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | PHYS | Sprott Physical Gold Trust | +0.8% | +0.97% | 加碼 |
| 2 | FIX | Comfort Systems USA Inc | +0.6% | -0.12% | 減碼 |
| 3 | SGOV | Ishares 0-3 Month Treasury B | +0.5% | +100.36% | 加碼 |
| 4 | FTI | TechnipFMC plc | +0.4% | — | 不變 |
| 5 | TER | Teradyne Inc | +0.4% | +1.89% | 加碼 |
| 6 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.4% | +23.04% | 加碼 |
| 7 | GEV | GE Vernova Inc | +0.3% | +4.01% | 加碼 |
| 8 | MSFT | Microsoft CORP | +0.3% | +119.92% | 加碼 |
| 9 | VRT | Vertiv Holdings Co-a | +0.3% | +1.97% | 加碼 |
| 10 | GLW | Corning Inc | +0.3% | -0.13% | 減碼 |
| 11 | XLE | Ss Energy Select Sector | +0.3% | +2.75% | 加碼 |
| 12 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.2% | +30.06% | 加碼 |
| 13 | IEMG | Ishares Core Msci Emerging | +0.2% | +28.19% | 加碼 |
| 14 | DINO | Hf Sinclair CORP | +0.2% | -0.40% | 減碼 |
| 15 | VGSH | Vanguard Short-term Treasury | +0.2% | +11.69% | 加碼 |
| 16 | COMT | Ishares Gsci Commodity Dynam | +0.2% | +2.42% | 加碼 |
| 17 | SCHF | Schwab Intl Equity ETF | +0.2% | +53.25% | 加碼 |
| 18 | VLO | Valero Energy CORP | +0.2% | -0.04% | 減碼 |
| 19 | FIVE | Five Below | +0.2% | +1.13% | 加碼 |
| 20 | FDX | Fedex CORP | +0.1% | +0.09% | 加碼 |
| 21 | BKR | Baker Hughes Co | +0.1% | +0.07% | 加碼 |
| 22 | EME | Emcor Group Inc | +0.1% | +5.04% | 加碼 |
| 23 | AA | Alcoa CORP | +0.1% | +0.95% | 加碼 |
| 24 | JNJ | Johnson & Johnson | +0.1% | -0.88% | 減碼 |
| 25 | HAL | Halliburton Co | +0.1% | +0.43% | 加碼 |
| 26 | TPR | Tapestry Inc | +0.1% | — | 不變 |
| 27 | EFX | Equifax Inc | +0.1% | +2116.30% | 加碼 |
| 28 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +5166.67% | 加碼 |
| 29 | DOW | Dow Inc | +0.1% | +461.75% | 加碼 |
| 30 | WDC | Western Digital CORP | +0.1% | -0.20% | 減碼 |
| 31 | COP | Conocophillips | +0.1% | +0.81% | 加碼 |
| 32 | BMY | Bristol-myers Squibb Co | +0.1% | +12.47% | 加碼 |
| 33 | MOH | Molina Healthcare Inc | +0.1% | +8754.17% | 加碼 |
| 34 | VSS | Vanguard Ftse All Wo X-us Sc | +0.1% | +47.34% | 加碼 |
| 35 | COM | Direxion Auspice Brd Cmdty | +0.1% | +1.59% | 加碼 |
| 36 | GMOV | Gmo U.s. Value ETF | +0.1% | +8.61% | 加碼 |
| 37 | JNJ | Johnson & Johnson | +0.1% | +1.54% | 加碼 |
| 38 | LULU | Lululemon Athletica Inc | +0.1% | +84500.00% | 加碼 |
| 39 | EQIX | Equinix Inc | +0.1% | +268.97% | 加碼 |
| 40 | USFD | US Foods Holding CORP | +0.1% | -1.91% | 減碼 |
| 41 | MU | Micron Technology Inc | +0.1% | +6.06% | 加碼 |
| 42 | COST | Costco Wholesale CORP | +0.1% | +903.70% | 加碼 |
| 43 | DOCU | Docusign Inc | +0.1% | +520.40% | 加碼 |
| 44 | XCEM | Columbia Em Core Ex-china | +0.1% | +112.55% | 加碼 |
| 45 | PSX | Phillips 66 | +0.1% | -3.71% | 減碼 |
| 46 | DXJ | Wisdomtree Japan Hedged Eq | +0.1% | +21.07% | 加碼 |
| 47 | DVN | Devon Energy CORP | +0.1% | -9.36% | 減碼 |
| 48 | TTC | Toro Co | +0.1% | +2.27% | 加碼 |
| 49 | DOCS | Doximity Inc-class A | +0.1% | +34438.46% | 加碼 |
| 50 | TMUS | T-mobile US Inc | +0.1% | +336.92% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Essential Partners LLC 在 Q1 2026 季度的美股持倉總市值約為 US$2.2億，共申報了 2848 個公開持股部位。
在 Q1 2026 季度，Essential Partners LLC 按市值排列的前三大核心持股分別為：PHYS (5.0%)、FIX (1.6%)、NVDA (1.3%)。其中最大持股部位 PHYS 佔據整體投資組合約 5.0% 的權重。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
本季最大新建倉標的
IGSB
市值: US$80.3萬
本季最大獲利了結 / 清倉標的
EXK
前期市值: US$93.2萬
在 Q1 2026 季度中，Essential Partners LLC 共進行了 197 項持倉異動，包含新建倉 7 個部位、加碼 56 個部位、減碼 129 個部位以及清倉 5 個部位。 其中最大新建倉標的為 IGSB。 本季清倉部位包含 EXK。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。