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
281 檔
13.2%
根据最新整理的 13F 季度数据集，Epoch Investment Partners, Inc. 于 Q4 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 281 档美股持仓，呈现出该时期的主要投资地图。
在 Q4 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 106 个仓位并完全清仓 24 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 AVGO, META, MSFT 等）合计占整体申报市值的 13.2%，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 281 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 | AVGO | Broadcom Inc | 股票-科技 | 2.76% | +0.09% | -25.71% | |
| 2 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.40% | -0.40% | -6.17% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.38% | +0.15% | -15.59% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.99% | -0.17% | -12.93% | |
| 5 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.75% | +0.06% | -8.83% | |
| 6 | V | Visa Inc-class A Shares | 股票-金融 | 1.70% | +0.16% | -5.06% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 1.64% | +0.70% | -18.27% | |
| 8 | CRM | Salesforce Inc | 股票-科技 | 1.50% | -0.01% | +20.41% | |
| 9 | PAYX | Paychex Inc | 股票-科技 | 1.27% | -0.29% | EXIT | |
| 10 | UNP | Union Pacific CORP | 股票-工业 | 1.27% | -0.10% | EXIT | |
| 11 | AMP | Ameriprise Financial Inc | 股票-金融 | 1.25% | -0.05% | +3.25% | |
| 12 | ANET | Arista Networks Inc | 股票-科技 | 1.24% | +0.13% | — | |
| 13 | LPLA | Lpl Financial Holdings Inc | 股票-金融 | 1.15% | -0.02% | +3.65% | |
| 14 | AXP | American Express Co | 股票-金融 | 1.14% | -0.08% | -14.91% | |
| 15 | ZTS | Zoetis Inc | 股票-医疗保健 | 1.13% | -0.33% | -10.08% | |
| 16 | HCA | Hca Healthcare Inc | 股票-医疗保健 | 1.10% | -0.58% | +14.05% | |
| 17 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.10% | -0.04% | -5.64% | |
| 18 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.05% | -0.11% | +2.08% | |
| 19 | NTAP | Netapp Inc | 股票-科技 | 1.01% | +0.21% | +0.04% | |
| 20 | NVDA | Nvidia CORP | 股票-科技 | 0.99% | +0.63% | +3.74% | |
| 21 | MA | Mastercard Inc - A | 股票-金融 | 0.99% | -0.06% | +4.83% | |
| 22 | DECK | Deckers Outdoor CORP | 股票-周期性消费 | 0.98% | -0.04% | -10.21% | |
| 23 | AMAT | Applied Materials Inc | 股票-科技 | 0.97% | +0.52% | -1.93% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.95% | +0.04% | -3.10% | |
| 25 | PCAR | Paccar Inc | 股票-工业 | 0.94% | -0.08% | +20.79% | |
| 26 | YUM | Yum! Brands Inc | 股票-周期性消费 | 0.92% | -0.05% | -6.86% | |
| 27 | MNST | Monster Beverage CORP | 股票-非周期性消费 | 0.89% | +0.19% | +4.18% | |
| 28 | NVR | Nvr Inc | 股票-周期性消费 | 0.87% | -0.10% | -11.82% | |
| 29 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.86% | -0.12% | -3.12% | |
| 30 | QCOM | Qualcomm Inc | 股票-科技 | 0.86% | +0.01% | +3.82% | |
| 31 | CPRT | Copart Inc | 股票-工业 | 0.84% | -0.14% | +1.32% | |
| 32 | KO | The Coca-Cola Company | 股票-非周期性消费 | 0.82% | -0.17% | -8.84% | |
| 33 | IBM | Intl Business Machines CORP | 股票-科技 | 0.82% | +0.11% | -7.11% | |
| 34 | KLAC | Kla CORP | 股票-科技 | 0.80% | +0.72% | -3.05% | |
| 35 | FAST | Fastenal Co | 股票-工业 | 0.78% | -0.14% | +5.16% | |
| 36 | ULTA | Ulta Beauty Inc | 股票-周期性消费 | 0.76% | -0.13% | +3.20% | |
| 37 | EXP | Eagle Materials Inc | 股票-原材料 | 0.71% | +0.03% | +2.42% | |
| 38 | MEDP | Medpace Holdings Inc | 股票-医疗保健 | 0.71% | +0.39% | +5.26% | |
| 39 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.70% | -0.01% | -10.83% | |
| 40 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.69% | +0.14% | -24.52% | |
| 41 | DPZ | Domino's Pizza Inc | 股票-周期性消费 | 0.68% | -0.04% | +4.22% | |
| 42 | REGN | Regeneron Pharmaceuticals | 股票-医疗保健 | 0.68% | -0.46% | +25.06% | |
| 43 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.68% | +0.20% | NEW | |
| 44 | VRSK | Verisk Analytics Inc | 股票-工业 | 0.67% | -0.05% | +4.85% | |
| 45 | CSCO | Cisco Systems Inc | 股票-科技 | 0.65% | +0.21% | +2.92% | |
| 46 | CHE | Chemed CORP | 股票-医疗保健 | 0.65% | +0.14% | +5.07% | |
| 47 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.64% | — | +3.31% | |
| 48 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.63% | -0.10% | -1.39% | |
| 49 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 0.62% | -0.07% | +2.60% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.62% | -0.17% | -16.81% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ANET | Arista Networks Inc | +1.2% | NEW | 新建仓 |
| 2 | LRCX | Lam Research CORP | +0.6% | NEW | 新建仓 |
| 3 | CRM | Salesforce Inc | +0.6% | +20.41% | 加仓 |
| 4 | LPLA | Lpl Financial Holdings Inc | +0.4% | +3.65% | 加仓 |
| 5 | KVUE | Kenvue Inc | +0.3% | NEW | 新建仓 |
| 6 | BIPC | Brookfield Infrastructure-a | +0.3% | NEW | 新建仓 |
| 7 | BEPC | Brookfield Renewable CORP | +0.3% | NEW | 新建仓 |
| 8 | DVA | Davita Inc | +0.3% | NEW | 新建仓 |
| 9 | PCAR | Paccar Inc | +0.3% | +20.79% | 加仓 |
| 10 | AMP | Ameriprise Financial Inc | +0.3% | +3.25% | 加仓 |
| 11 | V | Visa Inc-class A Shares | +0.3% | -5.06% | 减仓 |
| 12 | SB9 | Sitio Royalties Corp-a | +0.2% | +641.61% | 加仓 |
| 13 | ETR | Entergy CORP | +0.2% | +186.61% | 加仓 |
| 14 | BLK | Blackrock Inc | +0.2% | NEW | 新建仓 |
| 15 | NVDA | Nvidia CORP | +0.2% | +3.74% | 加仓 |
| 16 | DECK | Deckers Outdoor CORP | +0.2% | -10.21% | 减仓 |
| 17 | AMZN | Amazon.com Inc | +0.2% | -5.64% | 减仓 |
| 18 | MA | Mastercard Inc - A | +0.2% | +4.83% | 加仓 |
| 19 | PAYX | Paychex Inc | +0.2% | +2.67% | 加仓 |
| 20 | GOOGL | Alphabet Inc-cl A | +0.2% | -3.10% | 减仓 |
| 21 | HPE | Hewlett Packard Enterprise | +0.2% | +24.12% | 加仓 |
| 22 | ULTA | Ulta Beauty Inc | +0.2% | +3.20% | 加仓 |
| 23 | MKL | Markel Group Inc | +0.1% | +10.83% | 加仓 |
| 24 | CPRT | Copart Inc | +0.1% | +1.32% | 加仓 |
| 25 | GOOG | Alphabet Inc-cl C | +0.1% | -3.12% | 减仓 |
| 26 | GDDY | Godaddy Inc - Class A | +0.1% | +3.37% | 加仓 |
| 27 | TKO | Tko Group Holdings Inc | +0.1% | +1.93% | 加仓 |
| 28 | CSCO | Cisco Systems Inc | +0.1% | +2.92% | 加仓 |
| 29 | COST | Costco Wholesale CORP | +0.1% | +2.08% | 加仓 |
| 30 | JPM | Jpmorgan Chase & Co | +0.1% | -12.93% | 减仓 |
| 31 | URI | United Rentals Inc | +0.1% | NEW | 新建仓 |
| 32 | LNG | Cheniere Energy Inc | +0.1% | +5.91% | 加仓 |
| 33 | GNTX | Gentex CORP | +0.1% | +15.98% | 加仓 |
| 34 | EPAM | Epam Systems Inc | +0.1% | +12.14% | 加仓 |
| 35 | FAST | Fastenal Co | +0.1% | +5.16% | 加仓 |
| 36 | MNST | Monster Beverage CORP | +0.1% | +4.18% | 加仓 |
| 37 | META | Meta Platforms Inc-class A | +0.1% | -6.17% | 减仓 |
| 38 | UBER | Uber Technologies Inc | +0.1% | +42.72% | 加仓 |
| 39 | HESM | Hess Midstream LP - Class A | +0.1% | +5.28% | 加仓 |
| 40 | VRSK | Verisk Analytics Inc | +0.1% | +4.85% | 加仓 |
| 41 | MEDP | Medpace Holdings Inc | +0.1% | +5.26% | 加仓 |
| 42 | JLL | Jones Lang Lasalle Inc | +0.1% | +33.92% | 加仓 |
| 43 | SIRI | Sirius Xm Holdings Inc | +0.1% | +43.31% | 加仓 |
| 44 | BKNG | Booking Holdings Inc | +0.1% | -1.93% | 减仓 |
| 45 | MPLX | Mplx LP | +0.1% | +13.31% | 加仓 |
| 46 | WMB | Williams Cos Inc | +0.1% | -2.40% | 减仓 |
| 47 | WST | West Pharmaceutical Services | +0.1% | +3.80% | 加仓 |
| 48 | EME | Emcor Group Inc | +0.1% | +4.76% | 加仓 |
| 49 | ORLY | O'reilly Automotive Inc | +0.1% | +2.60% | 加仓 |
| 50 | CMI | Cummins Inc | +0.1% | -2.33% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Epoch Investment Partners, Inc. 在 Q4 2024 季度的美股持仓总市值约为 US$175.8亿，共申报了 281 个公开持股仓位。
在 Q4 2024 季度，Epoch Investment Partners, Inc. 按市值排列的前三大核心持股分别为：AVGO (2.8%)、META (2.4%)、MSFT (2.4%)。其中最大持股仓位 AVGO 占据整体投资组合约 2.8% 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
ANET
市值: US$2.6亿
本季最大获利了结 / 清仓标的
ANETEUR
前期市值: US$2.2亿
在 Q4 2024 季度中，Epoch Investment Partners, Inc. 共进行了 200 项持仓异动，包含新建仓 10 个仓位、加仓 60 个仓位、减仓 106 个仓位以及清仓 24 个仓位。 其中最大新建仓标的为 ANET。 本季清仓仓位包含 ANETEUR。
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。