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
369 檔
14.5%
在 Q3 2024 申報期間，Epoch Investment Partners, Inc.（CIK: 0001305841）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$175.8億，共持有 369 個公開申報部位。
在 Q3 2024 期間，Epoch Investment Partners, Inc. 展現了靈活的資產再平衡步調，透過出清 12 檔弱勢或達到目標價部位，將資金轉置於 8 檔新建倉標的之中。
從部位權重觀察，前 5 大標的（包含 MSFT, AVGO, META）累計市值佔比達 14.5%，是驅動 Epoch Investment Partners, Inc. 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 369 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 | 2.66% | +0.15% | -4.57% | |
| 2 | AVGO | Broadcom Inc | 股票-科技 | 2.56% | +0.09% | +817.51% | |
| 3 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.31% | -0.40% | -5.19% | |
| 4 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 2.05% | +0.06% | -9.71% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.86% | -0.17% | +1.89% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 1.73% | +0.70% | -9.84% | |
| 7 | V | Visa Inc-class A Shares | 股票-金融 | 1.44% | +0.16% | -4.69% | |
| 8 | ZTS | Zoetis Inc | 股票-醫療保健 | 1.39% | -0.33% | +7.06% | |
| 9 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 1.21% | -0.58% | +4.98% | |
| 10 | UNP | Union Pacific CORP | 股票-工業 | 1.18% | -0.10% | EXIT | |
| 11 | AMAT | Applied Materials Inc | 股票-科技 | 1.13% | +0.52% | -4.60% | |
| 12 | AXP | American Express Co | 股票-金融 | 1.13% | -0.08% | -7.00% | |
| 13 | PAYX | Paychex Inc | 股票-科技 | 1.10% | -0.29% | EXIT | |
| 14 | NVR | Nvr Inc | 股票-循環性消費 | 1.09% | -0.10% | +9.63% | |
| 15 | NTAP | Netapp Inc | 股票-科技 | 1.00% | +0.21% | -5.27% | |
| 16 | AMP | Ameriprise Financial Inc | 股票-金融 | 0.99% | -0.05% | +2.26% | |
| 17 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.97% | +0.14% | -11.90% | |
| 18 | ANETEUR | Arista Networks Inc | 股票-其他 | 0.97% | — | -7.38% | |
| 19 | YUM | Yum! Brands Inc | 股票-循環性消費 | 0.95% | -0.05% | -0.43% | |
| 20 | CRM | Salesforce Inc | 股票-科技 | 0.94% | -0.01% | +15.61% | |
| 21 | KLAC | Kla CORP | 股票-科技 | 0.94% | +0.72% | -13.81% | |
| 22 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.92% | -0.11% | -5.57% | |
| 23 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.91% | -0.04% | +3.31% | |
| 24 | KO | The Coca-Cola Company | 股票-非循環性消費 | 0.86% | -0.17% | -9.68% | |
| 25 | QCOM | Qualcomm Inc | 股票-科技 | 0.85% | +0.01% | +21.38% | |
| 26 | IBM | Intl Business Machines CORP | 股票-科技 | 0.82% | +0.11% | -6.91% | |
| 27 | MA | Mastercard Inc - A | 股票-金融 | 0.82% | -0.06% | +2.76% | |
| 28 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.81% | -0.01% | -1.26% | |
| 29 | NVDA | Nvidia CORP | 股票-科技 | 0.80% | +0.63% | +305.04% | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.79% | +0.04% | -30.06% | |
| 31 | DECK | Deckers Outdoor CORP | 股票-循環性消費 | 0.79% | -0.04% | +461.12% | |
| 32 | MNST | Monster Beverage CORP | 股票-非循環性消費 | 0.79% | +0.19% | +5.96% | |
| 33 | EXP | Eagle Materials Inc | 股票-原物料 | 0.74% | +0.03% | -28.21% | |
| 34 | REGN | Regeneron Pharmaceuticals | 股票-醫療保健 | 0.74% | -0.46% | -3.40% | |
| 35 | LPLA | Lpl Financial Holdings Inc | 股票-金融 | 0.73% | -0.02% | +8.31% | |
| 36 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.72% | -0.12% | -16.62% | |
| 37 | EHC | Encompass Health CORP | 股票-醫療保健 | 0.72% | -0.02% | +13.34% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.70% | -0.17% | -2.71% | |
| 39 | CPRT | Copart Inc | 股票-工業 | 0.70% | -0.14% | +5.63% | |
| 40 | PCAR | Paccar Inc | 股票-工業 | 0.68% | -0.08% | +7.50% | |
| 41 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.68% | — | -14.29% | |
| 42 | FAST | Fastenal Co | 股票-工業 | 0.68% | -0.14% | +4.94% | |
| 43 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.68% | -0.13% | EXIT | |
| 44 | IRM | Iron Mountain Inc | 股票-房地產 | 0.68% | -0.38% | EXIT | |
| 45 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.66% | +0.20% | NEW | |
| 46 | CHE | Chemed CORP | 股票-醫療保健 | 0.65% | +0.14% | +7.59% | |
| 47 | LIN | Linde plc | 股票-原物料 | 0.64% | +0.06% | -3.89% | |
| 48 | MEDP | Medpace Holdings Inc | 股票-醫療保健 | 0.62% | +0.39% | +2.59% | |
| 49 | DPZ | Domino's Pizza Inc | 股票-循環性消費 | 0.62% | -0.04% | +11.21% | |
| 50 | TXN | Texas Instruments Inc | 股票-科技 | 0.62% | +0.37% | -13.67% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.6% | +305.04% | 加碼 |
| 2 | EME | Emcor Group Inc | +0.4% | NEW | 新建倉 |
| 3 | POST | Post Holdings Inc | +0.4% | +5177.87% | 加碼 |
| 4 | NVR | Nvr Inc | +0.3% | +9.63% | 加碼 |
| 5 | MGY | Magnolia Oil & Gas CORP - A | +0.3% | NEW | 新建倉 |
| 6 | HCA | Hca Healthcare Inc | +0.3% | +4.98% | 加碼 |
| 7 | GEHC | GE Healthcare Technology | +0.2% | NEW | 新建倉 |
| 8 | SBUX | Starbucks CORP | +0.2% | +24.25% | 加碼 |
| 9 | ZTS | Zoetis Inc | +0.2% | +7.06% | 加碼 |
| 10 | BERYEUR | Berry Global Group Inc | +0.2% | +4076.57% | 加碼 |
| 11 | CW | Curtiss-wright CORP | +0.2% | +51.12% | 加碼 |
| 12 | 1939900D | Brookfield Infrastructure-a | +0.2% | +100.17% | 加碼 |
| 13 | MLI | Mueller Industries Inc | +0.2% | +1115.84% | 加碼 |
| 14 | CVS | Cvs Health CORP | +0.2% | +37.52% | 加碼 |
| 15 | AMT | American Tower CORP | +0.2% | +56.44% | 加碼 |
| 16 | WMS | Advanced Drainage Systems In | +0.2% | NEW | 新建倉 |
| 17 | CRM | Salesforce Inc | +0.2% | +15.61% | 加碼 |
| 18 | SIRI | Sirius Xm Holdings Inc | +0.2% | NEW | 新建倉 |
| 19 | EHC | Encompass Health CORP | +0.1% | +13.34% | 加碼 |
| 20 | GE | General Electric | +0.1% | NEW | 新建倉 |
| 21 | PAYX | Paychex Inc | +0.1% | +2.04% | 加碼 |
| 22 | FANG | Diamondback Energy Inc | +0.1% | +151.63% | 加碼 |
| 23 | META | Meta Platforms Inc-class A | +0.1% | -5.19% | 減碼 |
| 24 | UPS | United Parcel Service-cl B | +0.1% | +57.38% | 加碼 |
| 25 | VICI | Vici Properties Inc | +0.1% | +26.30% | 加碼 |
| 26 | MTN | Vail Resorts Inc | +0.1% | +68.57% | 加碼 |
| 27 | IBM | Intl Business Machines CORP | +0.1% | -6.91% | 減碼 |
| 28 | LNG | Cheniere Energy Inc | +0.1% | +56.95% | 加碼 |
| 29 | VRSN | Verisign Inc | +0.1% | +26.48% | 加碼 |
| 30 | DOW | Dow Inc | +0.1% | +36.63% | 加碼 |
| 31 | FAST | Fastenal Co | +0.1% | +4.94% | 加碼 |
| 32 | AMP | Ameriprise Financial Inc | +0.1% | +2.26% | 加碼 |
| 33 | POOL | Pool CORP | +0.1% | +12.34% | 加碼 |
| 34 | CHE | Chemed CORP | +0.1% | +7.59% | 加碼 |
| 35 | MA | Mastercard Inc - A | +0.1% | +2.76% | 加碼 |
| 36 | ABBV | Abbvie Inc | +0.1% | -1.26% | 減碼 |
| 37 | UBER | Uber Technologies Inc | +0.1% | +28.82% | 加碼 |
| 38 | MDLZ | Mondelez International Inc-a | +0.1% | +27.94% | 加碼 |
| 39 | CMG | Chipotle Mexican Grill Inc | +0.1% | +56.79% | 加碼 |
| 40 | JNJ | Johnson & Johnson | +0.1% | +7.26% | 加碼 |
| 41 | JPM | Jpmorgan Chase & Co | +0.1% | +1.89% | 加碼 |
| 42 | AXP | American Express Co | +0.1% | -7.00% | 減碼 |
| 43 | UNP | Union Pacific CORP | +0.1% | -0.84% | 減碼 |
| 44 | MET | Metlife Inc | +0.1% | -2.55% | 減碼 |
| 45 | LAZ | Lazard Inc | +0.1% | -7.19% | 減碼 |
| 46 | MNST | Monster Beverage CORP | +0.1% | +5.96% | 加碼 |
| 47 | HAS | Hasbro Inc | +0.1% | +4.78% | 加碼 |
| 48 | LYB | LyondellBasell Industries N.V. | +0.1% | +23.32% | 加碼 |
| 49 | JLL | Jones Lang Lasalle Inc | +0.1% | +10.19% | 加碼 |
| 50 | PM | Philip Morris International | +0.1% | -3.95% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Epoch Investment Partners, Inc. 在 Q3 2024 季度的美股持倉總市值約為 US$175.8億，共申報了 369 個公開持股部位。
在 Q3 2024 季度，Epoch Investment Partners, Inc. 按市值排列的前三大核心持股分別為：MSFT (2.7%)、AVGO (2.6%)、META (2.3%)。其中最大持股部位 MSFT 佔據整體投資組合約 2.7% 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
EME
市值: US$9377.0萬
本季最大獲利了結 / 清倉標的
J
前期市值: US$8142.9萬
在 Q3 2024 季度中，Epoch Investment Partners, Inc. 共進行了 200 項持倉異動，包含新建倉 8 個部位、加碼 80 個部位、減碼 100 個部位以及清倉 12 個部位。 其中最大新建倉標的為 EME。 本季清倉部位包含 J。
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。