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: 0001305841
申报总市值
US$175.8亿
US$175.8亿
383 檔
14.4%
根据最新整理的 13F 季度数据集，Epoch Investment Partners, Inc. 于 Q2 2024 结束时的管理资产规模为 US$175.8亿。该机构在本季度申报了 383 档美股持仓，呈现出该时期的主要投资地图。
在 Q2 2024，Epoch Investment Partners, Inc. 展现出较为审慎的避险与获利了结姿态。本季共减仓 24 个仓位并完全清仓 6 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，Epoch Investment Partners, Inc. 的前 5 大核心持股（包含 MSFT, AVGO, META 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。
仅显示前 200 大持股（共 383 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 | MSFT | Microsoft CORP | 股票-科技 | 2.95% | +0.15% | +1.99% | |
| 2 | AVGO | Broadcom Inc | 股票-科技 | 2.64% | +0.09% | -8.74% | |
| 3 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.19% | -0.40% | -2.10% | |
| 4 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 2.01% | +0.06% | +10.77% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.79% | -0.17% | +26.86% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 1.76% | +0.70% | +46.28% | |
| 7 | V | Visa Inc-class A Shares | 股票-金融 | 1.47% | +0.16% | +0.25% | |
| 8 | AMAT | Applied Materials Inc | 股票-科技 | 1.42% | +0.52% | +15.23% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.27% | +0.04% | +3.64% | |
| 10 | KLAC | Kla CORP | 股票-科技 | 1.18% | +0.72% | -14.34% | |
| 11 | ZTS | Zoetis Inc | 股票-医疗保健 | 1.17% | -0.33% | +25.57% | |
| 12 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.15% | +0.14% | -10.88% | |
| 13 | NTAP | Netapp Inc | 股票-科技 | 1.12% | +0.21% | -3.98% | |
| 14 | UNP | Union Pacific CORP | 股票-工业 | 1.11% | -0.10% | EXIT | |
| 15 | AXP | American Express Co | 股票-金融 | 1.06% | -0.08% | -4.10% | |
| 16 | ANETEUR | Arista Networks Inc | 股票-其他 | 0.97% | — | -11.95% | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.97% | -0.12% | -4.77% | |
| 18 | PAYX | Paychex Inc | 股票-科技 | 0.97% | -0.29% | EXIT | |
| 19 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.95% | -0.11% | +1.22% | |
| 20 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.93% | -0.04% | -3.38% | |
| 21 | HCA | Hca Healthcare Inc | 股票-医疗保健 | 0.93% | -0.58% | +16.38% | |
| 22 | YUM | Yum! Brands Inc | 股票-周期性消费 | 0.92% | -0.05% | -9.08% | |
| 23 | KO | The Coca-Cola Company | 股票-非周期性消费 | 0.89% | -0.17% | -5.91% | |
| 24 | AMP | Ameriprise Financial Inc | 股票-金融 | 0.89% | -0.05% | +3.92% | |
| 25 | DECK | Deckers Outdoor CORP | 股票-周期性消费 | 0.88% | -0.04% | -2.14% | |
| 26 | WMT | Walmart Inc | 股票-非周期性消费 | 0.85% | -0.04% | +12.06% | |
| 27 | QCOM | Qualcomm Inc | 股票-科技 | 0.83% | +0.01% | -10.85% | |
| 28 | LPLA | Lpl Financial Holdings Inc | 股票-金融 | 0.82% | -0.02% | -30.30% | |
| 29 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.82% | -0.13% | EXIT | |
| 30 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.82% | — | -18.84% | |
| 31 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.80% | — | -0.27% | |
| 32 | EXP | Eagle Materials Inc | 股票-原材料 | 0.80% | +0.03% | +25.19% | |
| 33 | NVR | Nvr Inc | 股票-周期性消费 | 0.79% | -0.10% | +55.98% | |
| 34 | REGN | Regeneron Pharmaceuticals | 股票-医疗保健 | 0.78% | -0.46% | +57.70% | |
| 35 | CRM | Salesforce Inc | 股票-科技 | 0.78% | -0.01% | +20.04% | |
| 36 | MEDP | Medpace Holdings Inc | 股票-医疗保健 | 0.76% | +0.39% | -0.18% | |
| 37 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.76% | +0.26% | +10.45% | |
| 38 | MA | Mastercard Inc - A | 股票-金融 | 0.73% | -0.06% | +8.15% | |
| 39 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.73% | -0.01% | -4.64% | |
| 40 | MNST | Monster Beverage CORP | 股票-非周期性消费 | 0.72% | +0.19% | +9.49% | |
| 41 | IBM | Intl Business Machines CORP | 股票-科技 | 0.71% | +0.11% | -4.31% | |
| 42 | CPRT | Copart Inc | 股票-工业 | 0.70% | -0.14% | +1.04% | |
| 43 | TXN | Texas Instruments Inc | 股票-科技 | 0.69% | +0.37% | -2.74% | |
| 44 | DPZ | Domino's Pizza Inc | 股票-周期性消费 | 0.68% | -0.04% | -5.38% | |
| 45 | ADI | Analog Devices Inc | 股票-科技 | 0.68% | +0.10% | -6.25% | |
| 46 | PCAR | Paccar Inc | 股票-工业 | 0.68% | -0.08% | +9.33% | |
| 47 | VRSK | Verisk Analytics Inc | 股票-工业 | 0.67% | -0.05% | +60.43% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.65% | -0.17% | -3.36% | |
| 49 | IRM | Iron Mountain Inc | 股票-房地产 | 0.65% | -0.38% | EXIT | |
| 50 | ULTA | Ulta Beauty Inc | 股票-周期性消费 | 0.63% | -0.13% | +26.37% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.8% | +46.28% | 加仓 |
| 2 | JPM | Jpmorgan Chase & Co | +0.4% | +26.86% | 加仓 |
| 3 | AMAT | Applied Materials Inc | +0.4% | +15.23% | 加仓 |
| 4 | UNP | Union Pacific CORP | +0.4% | +55.75% | 加仓 |
| 5 | REGN | Regeneron Pharmaceuticals | +0.3% | +57.70% | 加仓 |
| 6 | VRSK | Verisk Analytics Inc | +0.3% | +60.43% | 加仓 |
| 7 | AVGO | Broadcom Inc | +0.3% | -8.74% | 减仓 |
| 8 | CSL | Carlisle Cos Inc | +0.3% | NEW | 新建仓 |
| 9 | MSFT | Microsoft CORP | +0.3% | +1.99% | 加仓 |
| 10 | UNH | Unitedhealth Group Inc | +0.3% | +10.77% | 加仓 |
| 11 | ZTS | Zoetis Inc | +0.3% | +25.57% | 加仓 |
| 12 | GOOGL | Alphabet Inc-cl A | +0.3% | +3.64% | 加仓 |
| 13 | NVR | Nvr Inc | +0.3% | +55.98% | 加仓 |
| 14 | BEPC | Brookfield Renewable Corporation | +0.3% | +4491.11% | 加仓 |
| 15 | WMT | Walmart Inc | +0.2% | +12.06% | 加仓 |
| 16 | NTAP | Netapp Inc | +0.2% | -3.98% | 减仓 |
| 17 | NVDA | Nvidia CORP | +0.2% | +4892.98% | 加仓 |
| 18 | COST | Costco Wholesale CORP | +0.2% | +1.22% | 加仓 |
| 19 | LNG | Cheniere Energy Inc | +0.2% | +345.68% | 加仓 |
| 20 | GOOG | Alphabet Inc-cl C | +0.2% | -4.77% | 减仓 |
| 21 | TKO | Tko Group Holdings Inc | +0.1% | +3.78% | 加仓 |
| 22 | CMCSA | Comcast Corp-class A | +0.1% | +60.86% | 加仓 |
| 23 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -2.61% | 减仓 |
| 24 | BKNG | Booking Holdings Inc | +0.1% | +37.52% | 加仓 |
| 25 | IBM | Intl Business Machines CORP | -0.1% | -4.31% | 减仓 |
| 26 | UBER | Uber Technologies Inc | -0.1% | -23.31% | 减仓 |
| 27 | DE | Deere & Co | -0.1% | -86.19% | 减仓 |
| 28 | YUM | Yum! Brands Inc | -0.1% | -9.08% | 减仓 |
| 29 | TREX | Trex Company Inc | -0.1% | -9.16% | 减仓 |
| 30 | J | Jacobs Solutions Inc | -0.1% | -21.11% | 减仓 |
| 31 | NDSN | Nordson CORP | -0.1% | EXIT | 清仓 |
| 32 | ETN | Eaton Corporation plc | -0.2% | -45.37% | 减仓 |
| 33 | CVX | Chevron CORP | -0.2% | -22.54% | 减仓 |
| 34 | WAT | Waters CORP | -0.2% | -37.23% | 减仓 |
| 35 | HD | Home Depot Inc | -0.2% | -18.47% | 减仓 |
| 36 | APD | Air Products & Chemicals Inc | -0.2% | -98.08% | 减仓 |
| 37 | BJ | Bj's Wholesale Club Holdings | -0.2% | -77.68% | 减仓 |
| 38 | LYV | Live Nation Entertainment In | -0.2% | EXIT | 清仓 |
| 39 | VEEV | Veeva Systems Inc-class A | -0.2% | -28.53% | 减仓 |
| 40 | 1939900D | Brookfield Infrastructure-a | -0.2% | -62.72% | 减仓 |
| 41 | MRO* | Marathon Oil CORP | -0.2% | EXIT | 清仓 |
| 42 | BA | Boeing Co/the | -0.3% | -96.82% | 减仓 |
| 43 | LPLA | Lpl Financial Holdings Inc | -0.3% | -30.30% | 减仓 |
| 44 | BAC | Bank Of America CORP | -0.3% | -39.23% | 减仓 |
| 45 | HLNE | Hamilton Lane Inc-class A | -0.3% | EXIT | 清仓 |
| 46 | ETSY | Etsy Inc | -0.3% | EXIT | 清仓 |
| 47 | PXDEUR | Pioneer Natural Resources Co | -0.3% | EXIT | 清仓 |
| 48 | GILD | Gilead Sciences Inc | -0.3% | -98.24% | 减仓 |
| 49 | CVS | Cvs Health CORP | -0.3% | -28.34% | 减仓 |
| 50 | ON | On Semiconductor | -0.4% | -65.02% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Epoch Investment Partners, Inc. 在 Q2 2024 季度的美股持仓总市值约为 US$175.8亿，共申报了 383 个公开持股仓位。
在 Q2 2024 季度，Epoch Investment Partners, Inc. 按市值排列的前三大核心持股分别为：MSFT (3.0%)、AVGO (2.6%)、META (2.2%)。其中最大持股仓位 MSFT 占据整体投资组合约 3.0% 的权重。
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。
本季最大新建仓标的
CSL
市值: US$6504.1万
本季最大获利了结 / 清仓标的
HLNE
前期市值: US$6398.6万
在 Q2 2024 季度中，Epoch Investment Partners, Inc. 共进行了 50 项持仓异动，包含新建仓 1 个仓位、加仓 19 个仓位、减仓 24 个仓位以及清仓 6 个仓位。 其中最大新建仓标的为 CSL。 本季清仓仓位包含 HLNE。
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。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
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。