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
2853 檔
14.4%
根據最新整理的 13F 季度數據集，Essential Partners LLC 於 Q2 2026 結束時的管理資產規模為 US$2.2億。該機構在本季度申報了 2853 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q2 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 145 個部位並完全清倉 9 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, VGSH, IVV）占據了總市值的 14.4%，展現出該機構在 Q2 2026 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 2853 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 | 6.05% | +0.63% | +3.65% | |
| 2 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 2.30% | -0.10% | +52.23% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 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-政府公債 | 1.33% | +0.07% | +10.66% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 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-工業 | 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-避險與商品 | 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-工業 | 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-循環性消費 | 0.60% | +0.10% | -26.87% | |
| 25 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 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-公用事業 | 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-醫療保健 | 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-醫療保健 | 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-非循環性消費 | 0.45% | -0.38% | -8.43% | |
| 38 | GEV | GE Vernova Inc | 股票-工業 | 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-公用事業 | 0.42% | -0.32% | -32.36% | |
| 41 | FDX | Fedex CORP | 股票-工業 | 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-循環性消費 | 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-循環性消費 | 0.35% | -0.02% | -77.14% | |
| 49 | ILMN | Illumina Inc | 股票-醫療保健 | 0.34% | +0.12% | -67.79% | |
| 50 | AHLT | American Beacon Ahl Trend | ETF-其他 | 0.34% | +0.02% | +42.31% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VGSH | Vanguard Short-term Treasury | +1.2% | +52.23% | 加碼 |
| 2 | PHYS | Sprott Physical Gold Trust | +1% | +3.65% | 加碼 |
| 3 | IVV | Ishares Core S&p 500 ETF | +1% | +19.03% | 加碼 |
| 4 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.8% | +12.24% | 加碼 |
| 5 | FNDB | Schwab Fndmntl US Brd Mr ETF | +0.8% | +7.27% | 加碼 |
| 6 | MU | Micron Technology Inc | +0.7% | -30.75% | 減碼 |
| 7 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.7% | +17.18% | 加碼 |
| 8 | IEMG | Ishares Core Msci Emerging | +0.6% | +15.23% | 加碼 |
| 9 | AAPL | Apple Inc | +0.5% | +11.81% | 加碼 |
| 10 | SGOV | Ishares 0-3 Month Treasury B | +0.5% | +10.66% | 加碼 |
| 11 | GMOV | Gmo U.s. Value ETF | +0.4% | +21.76% | 加碼 |
| 12 | SCHF | Schwab Intl Equity ETF | +0.4% | +23.23% | 加碼 |
| 13 | SCHA | Schwab US Small-cap ETF | +0.4% | +20.74% | 加碼 |
| 14 | WDC | Western Digital CORP | +0.3% | -30.92% | 減碼 |
| 15 | LRCX | Lam Research CORP | +0.3% | +1.37% | 加碼 |
| 16 | JBHT | Hunt (jb) Transprt Svcs Inc | +0.3% | -7.17% | 減碼 |
| 17 | DXJ | Wisdomtree Japan Hedged Eq | +0.2% | +29.46% | 加碼 |
| 18 | VSS | Vanguard Ftse All Wo X-us Sc | +0.2% | +22.97% | 加碼 |
| 19 | ✓ | +0.2% | NEW | 新建倉 | |
| 20 | TEAM | Atlassian Corp-cl A | +0.2% | +168.14% | 加碼 |
| 21 | CRS | Carpenter Technology | +0.2% | +120.11% | 加碼 |
| 22 | STX | Seagate Technology Holdings plc | +0.2% | +51.19% | 加碼 |
| 23 | CBSH | Commerce Bancshares Inc | +0.2% | +17523.08% | 加碼 |
| 24 | DBMF | Imgp Dbi Managed Futures Str | +0.2% | +26.32% | 加碼 |
| 25 | AHLT | American Beacon Ahl Trend | +0.2% | +42.31% | 加碼 |
| 26 | DTE | Dte Energy Company | +0.2% | +468.13% | 加碼 |
| 27 | AMD | Advanced Micro Devices | +0.2% | +21.30% | 加碼 |
| 28 | MAA | Mid-america Apartment Comm | +0.2% | +772.22% | 加碼 |
| 29 | AON | Aon plc | +0.2% | +92.09% | 加碼 |
| 30 | GIS | General Mills Inc | +0.1% | +426.13% | 加碼 |
| 31 | DKNG | Draftkings Inc-cl A | +0.1% | +88.58% | 加碼 |
| 32 | VIK | Viking Holdings Ltd | +0.1% | +62.69% | 加碼 |
| 33 | MOH | Molina Healthcare Inc | +0.1% | +7.53% | 加碼 |
| 34 | SNPS | Synopsys Inc | +0.1% | +466.40% | 加碼 |
| 35 | MRSH | Marsh & Mclennan Cos | +0.1% | +176.04% | 加碼 |
| 36 | NNN | Nnn Reit Inc | +0.1% | +89.22% | 加碼 |
| 37 | WAL | Western Alliance Bancorp | +0.1% | +1187.55% | 加碼 |
| 38 | WCN | Waste Connections Inc | +0.1% | +807.49% | 加碼 |
| 39 | CSGP | Costar Group Inc | +0.1% | +9482.98% | 加碼 |
| 40 | ARE | Alexandria Real Estate Equit | +0.1% | +1715.27% | 加碼 |
| 41 | EXE | Expand Energy CORP | +0.1% | +430.51% | 加碼 |
| 42 | ES | Eversource Energy | +0.1% | +86.67% | 加碼 |
| 43 | MSFT | Microsoft CORP | +0.1% | -15.33% | 減碼 |
| 44 | RBRK | Rubrik Inc-a | +0.1% | +452.98% | 加碼 |
| 45 | CHE | Chemed CORP | +0.1% | +283.02% | 加碼 |
| 46 | ✓ | +0.1% | NEW | 新建倉 | |
| 47 | BRO | Brown & Brown Inc | +0.1% | +163500.00% | 加碼 |
| 48 | OC | Owens Corning | +0.1% | +199.12% | 加碼 |
| 49 | ✓ | Carnival CORP LTD F | +0.1% | NEW | 新建倉 |
| 50 | AMZN | Amazon.com Inc | +0.1% | -26.87% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Essential Partners LLC 在 Q2 2026 季度的美股持倉總市值約為 US$2.2億，共申報了 2853 個公開持股部位。
在 Q2 2026 季度，Essential Partners LLC 按市值排列的前三大核心持股分別為：PHYS (6.0%)、VGSH (2.3%)、IVV (2.2%)。其中最大持股部位 PHYS 佔據整體投資組合約 6.0% 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
市值: US$41.3萬
本季最大獲利了結 / 清倉標的
IGSB
前期市值: US$80.3萬
在 Q2 2026 季度中，Essential Partners LLC 共進行了 200 項持倉異動，包含新建倉 3 個部位、加碼 43 個部位、減碼 145 個部位以及清倉 9 個部位。 其中最大新建倉標的為 。 本季清倉部位包含 IGSB。
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。