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: 0001305841
申報總市值
US$175.8億
US$175.8億
408 檔
13.2%
Q1 2024 季度申報顯示，Epoch Investment Partners, Inc. 揭露的美股組合總市值為 US$175.8億，涵蓋 408 個不同之權益投資部位。
Epoch Investment Partners, Inc. 在 Q1 2024 進行了結構性的板塊輪動與部位換股。在開立 3 個全新部位及加碼 23 檔持股的同時，亦同步清倉 5 檔並減碼 19 檔標的。
整體而言，Epoch Investment Partners, Inc. 的前 5 大持股（包含 MSFT, AVGO, META）貢獻了組合市值的 13.2%，形成該機構在 Q1 2024 季度的基本面基石。
本季最大新建倉標的
REGN
市值: US$9966.7萬
本季最大獲利了結 / 清倉標的
LAZ
前期市值: US$7350.7萬
僅顯示前 200 大持股（共 408 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 | MSFT | Microsoft CORP | 股票-科技 | 2.65% | +0.15% | -31.92% | |
| 2 | AVGO | Broadcom Inc | 股票-科技 | 2.33% | +0.09% | +6.22% | |
| 3 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.10% | -0.40% | -6.65% | |
| 4 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.72% | +0.06% | -14.23% | |
| 5 | V | Visa Inc-class A Shares | 股票-金融 | 1.52% | +0.16% | -19.38% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.36% | -0.17% | +8.14% | |
| 7 | KLAC | Kla CORP | 股票-科技 | 1.13% | +0.72% | -7.50% | |
| 8 | LPLA | Lpl Financial Holdings Inc | 股票-金融 | 1.09% | -0.02% | +19.77% | |
| 9 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.08% | +0.14% | -45.38% | |
| 10 | AXP | American Express Co | 股票-金融 | 1.06% | -0.08% | +9.10% | |
| 11 | AMAT | Applied Materials Inc | 股票-科技 | 1.05% | +0.52% | +35.63% | |
| 12 | YUM | Yum! Brands Inc | 股票-循環性消費 | 1.04% | -0.05% | +34.08% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.99% | +0.04% | -0.66% | |
| 14 | AAPL | Apple Inc | 股票-科技 | 0.96% | +0.70% | -57.19% | |
| 15 | NTAP | Netapp Inc | 股票-科技 | 0.93% | +0.21% | +11.92% | |
| 16 | PAYX | Paychex Inc | 股票-科技 | 0.92% | -0.29% | EXIT | |
| 17 | ANETEUR | Arista Networks Inc | 股票-其他 | 0.89% | — | -2.54% | |
| 18 | KO | The Coca-Cola Company | 股票-非循環性消費 | 0.89% | -0.17% | -16.35% | |
| 19 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.89% | -0.33% | +38.06% | |
| 20 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.88% | -0.04% | -43.21% | |
| 21 | AMP | Ameriprise Financial Inc | 股票-金融 | 0.86% | -0.05% | +15.44% | |
| 22 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.85% | — | +0.01% | |
| 23 | DECK | Deckers Outdoor CORP | 股票-循環性消費 | 0.85% | -0.04% | -6.53% | |
| 24 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.82% | -0.12% | -36.38% | |
| 25 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.82% | -0.13% | EXIT | |
| 26 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 0.80% | -0.58% | +18.69% | |
| 27 | HD | Home Depot Inc | 股票-循環性消費 | 0.80% | — | +2.49% | |
| 28 | IBM | Intl Business Machines CORP | 股票-科技 | 0.79% | +0.11% | -17.66% | |
| 29 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.79% | -0.01% | -12.98% | |
| 30 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.79% | -0.11% | +4.39% | |
| 31 | CVX | Chevron CORP | 股票-能源 | 0.78% | -0.31% | -23.14% | |
| 32 | EXP | Eagle Materials Inc | 股票-原物料 | 0.78% | +0.03% | -2.93% | |
| 33 | QCOM | Qualcomm Inc | 股票-科技 | 0.77% | +0.01% | +20.49% | |
| 34 | BAC | Bank Of America CORP | 股票-金融 | 0.77% | +0.03% | -14.11% | |
| 35 | MNST | Monster Beverage CORP | 股票-非循環性消費 | 0.76% | +0.19% | +37.11% | |
| 36 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.76% | +0.28% | +8.80% | |
| 37 | UNP | Union Pacific CORP | 股票-工業 | 0.75% | -0.10% | EXIT | |
| 38 | CRM | Salesforce Inc | 股票-科技 | 0.74% | -0.01% | -6.31% | |
| 39 | MEDP | Medpace Holdings Inc | 股票-醫療保健 | 0.73% | +0.39% | +15.32% | |
| 40 | PCAR | Paccar Inc | 股票-工業 | 0.73% | -0.08% | +24.51% | |
| 41 | CPRT | Copart Inc | 股票-工業 | 0.72% | -0.14% | +57.41% | |
| 42 | MA | Mastercard Inc - A | 股票-金融 | 0.72% | -0.06% | -33.59% | |
| 43 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.71% | +0.26% | +0.05% | |
| 44 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.71% | — | +14.45% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.68% | -0.17% | +3.53% | |
| 46 | DPZ | Domino's Pizza Inc | 股票-循環性消費 | 0.68% | -0.04% | +30.34% | |
| 47 | FAST | Fastenal Co | 股票-工業 | 0.67% | -0.14% | +14.90% | |
| 48 | LIN | Linde plc | 股票-原物料 | 0.66% | +0.06% | -18.07% | |
| 49 | WMT | Walmart Inc | 股票-非循環性消費 | 0.66% | -0.04% | +286.63% | |
| 50 | ULTA | Ulta Beauty Inc | 股票-循環性消費 | 0.66% | -0.13% | +24.63% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +0.4% | +6.22% | 加碼 |
| 2 | REGN | Regeneron Pharmaceuticals | +0.4% | NEW | 新建倉 |
| 3 | AMAT | Applied Materials Inc | +0.4% | +35.63% | 加碼 |
| 4 | META | Meta Platforms Inc-class A | +0.4% | -6.65% | 減碼 |
| 5 | LAZ | Lazard Inc | +0.4% | NEW | 新建倉 |
| 6 | CPRT | Copart Inc | +0.3% | +57.41% | 加碼 |
| 7 | YUM | Yum! Brands Inc | +0.3% | +34.08% | 加碼 |
| 8 | LPLA | Lpl Financial Holdings Inc | +0.3% | +19.77% | 加碼 |
| 9 | CRL | Charles River Laboratories | +0.3% | +2733.44% | 加碼 |
| 10 | JPM | Jpmorgan Chase & Co | +0.3% | +8.14% | 加碼 |
| 11 | PCAR | Paccar Inc | +0.3% | +24.51% | 加碼 |
| 12 | AXP | American Express Co | +0.2% | +9.10% | 加碼 |
| 13 | HCA | Hca Healthcare Inc | +0.2% | +18.69% | 加碼 |
| 14 | MEDP | Medpace Holdings Inc | +0.2% | +15.32% | 加碼 |
| 15 | DPZ | Domino's Pizza Inc | +0.2% | +30.34% | 加碼 |
| 16 | PAYX | Paychex Inc | +0.2% | +30.86% | 加碼 |
| 17 | NTAP | Netapp Inc | +0.2% | +11.92% | 加碼 |
| 18 | KMX | Carmax Inc | +0.2% | +3094.02% | 加碼 |
| 19 | AMT | American Tower CORP | +0.2% | +389.72% | 加碼 |
| 20 | QCOM | Qualcomm Inc | +0.2% | +20.49% | 加碼 |
| 21 | MNST | Monster Beverage CORP | +0.2% | +37.11% | 加碼 |
| 22 | MIDD | Middleby CORP | +0.2% | +421.51% | 加碼 |
| 23 | WTRG | Essential Utilities Inc | +0.2% | NEW | 新建倉 |
| 24 | AMP | Ameriprise Financial Inc | +0.2% | +15.44% | 加碼 |
| 25 | WMT | Walmart Inc | +0.2% | +286.63% | 加碼 |
| 26 | LRCXEUR | Lam Research CORP | +0.2% | +14.45% | 加碼 |
| 27 | DECK | Deckers Outdoor CORP | +0.2% | -6.53% | 減碼 |
| 28 | VRSN | Verisign Inc | +0.2% | +245.42% | 加碼 |
| 29 | LFUS | Littelfuse Inc | -0.2% | -78.65% | 減碼 |
| 30 | EVRG | Evergy Inc | -0.2% | EXIT | 清倉 |
| 31 | TSLA | Tesla Inc | -0.3% | EXIT | 清倉 |
| 32 | MA | Mastercard Inc - A | -0.3% | -33.59% | 減碼 |
| 33 | SNPS | Synopsys Inc | -0.3% | -97.96% | 減碼 |
| 34 | KHC | Kraft Heinz Co/the | -0.3% | -98.54% | 減碼 |
| 35 | BEPC | Brookfield Renewable Corporation | -0.3% | -97.97% | 減碼 |
| 36 | INTU | Intuit Inc | -0.3% | EXIT | 清倉 |
| 37 | CMCSA | Comcast Corp-class A | -0.3% | -52.11% | 減碼 |
| 38 | V | Visa Inc-class A Shares | -0.3% | -19.38% | 減碼 |
| 39 | BERYEUR | Berry Global Group Inc | -0.3% | EXIT | 清倉 |
| 40 | LAZ | Lazard, Inc. | -0.3% | EXIT | 清倉 |
| 41 | BIIB | Biogen Inc | -0.3% | -99.52% | 減碼 |
| 42 | VRTX | Vertex Pharmaceuticals Inc | -0.3% | -50.07% | 減碼 |
| 43 | ISRG | Intuitive Surgical Inc | -0.3% | -99.57% | 減碼 |
| 44 | GOOG | Alphabet Inc-cl C | -0.4% | -36.38% | 減碼 |
| 45 | LLY | Eli Lilly & Co | -0.4% | -45.38% | 減碼 |
| 46 | AMZN | Amazon.com Inc | -0.5% | -43.21% | 減碼 |
| 47 | UNH | Unitedhealth Group Inc | -0.5% | -14.23% | 減碼 |
| 48 | NVDA | Nvidia CORP | -0.6% | -97.31% | 減碼 |
| 49 | MSFT | Microsoft CORP | -0.9% | -31.92% | 減碼 |
| 50 | AAPL | Apple Inc | -1.6% | -57.19% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Epoch Investment Partners, Inc. 在 Q1 2024 季度的美股持倉總市值約為 US$175.8億，共申報了 408 個公開持股部位。
在 Q1 2024 季度，Epoch Investment Partners, Inc. 按市值排列的前三大核心持股分別為：MSFT (2.6%)、AVGO (2.3%)、META (2.1%)。其中最大持股部位 MSFT 佔據整體投資組合約 2.6% 的權重。
在 Q1 2024 季度中，Epoch Investment Partners, Inc. 共進行了 50 項持倉異動，包含新建倉 3 個部位、加碼 23 個部位、減碼 19 個部位以及清倉 5 個部位。 其中最大新建倉標的為 REGN。 本季清倉部位包含 LAZ。
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。
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。
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。