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
281 檔
13.2%
根據最新整理的 13F 季度數據集，Epoch Investment Partners, Inc. 於 Q4 2024 結束時的管理資產規模為 US$175.8億。該機構在本季度申報了 281 檔美股持倉，呈現出該時期的主要投資地圖。
Epoch Investment Partners, Inc. 在 Q4 2024 的調整主要集中於風險出清，清倉與減碼部位合計達 130 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
整體而言，Epoch Investment Partners, Inc. 的前 5 大持股（包含 AVGO, META, MSFT）貢獻了組合市值的 13.2%，形成該機構在 Q4 2024 季度的基本面基石。
僅顯示前 200 大持股（共 281 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 | AVGO | Broadcom Inc | 股票-科技 | 2.76% | +0.09% | -25.71% | |
| 2 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 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-醫療保健 | 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-工業 | 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-醫療保健 | 1.13% | -0.33% | -10.08% | |
| 16 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 1.10% | -0.58% | +14.05% | |
| 17 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.10% | -0.04% | -5.64% | |
| 18 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 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-循環性消費 | 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-通訊服務 | 0.95% | +0.04% | -3.10% | |
| 25 | PCAR | Paccar Inc | 股票-工業 | 0.94% | -0.08% | +20.79% | |
| 26 | YUM | Yum! Brands Inc | 股票-循環性消費 | 0.92% | -0.05% | -6.86% | |
| 27 | MNST | Monster Beverage CORP | 股票-非循環性消費 | 0.89% | +0.19% | +4.18% | |
| 28 | NVR | Nvr Inc | 股票-循環性消費 | 0.87% | -0.10% | -11.82% | |
| 29 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 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-工業 | 0.84% | -0.14% | +1.32% | |
| 32 | KO | The Coca-Cola Company | 股票-非循環性消費 | 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-工業 | 0.78% | -0.14% | +5.16% | |
| 36 | ULTA | Ulta Beauty Inc | 股票-循環性消費 | 0.76% | -0.13% | +3.20% | |
| 37 | EXP | Eagle Materials Inc | 股票-原物料 | 0.71% | +0.03% | +2.42% | |
| 38 | MEDP | Medpace Holdings Inc | 股票-醫療保健 | 0.71% | +0.39% | +5.26% | |
| 39 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.70% | -0.01% | -10.83% | |
| 40 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.69% | +0.14% | -24.52% | |
| 41 | DPZ | Domino's Pizza Inc | 股票-循環性消費 | 0.68% | -0.04% | +4.22% | |
| 42 | REGN | Regeneron Pharmaceuticals | 股票-醫療保健 | 0.68% | -0.46% | +25.06% | |
| 43 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.68% | +0.20% | NEW | |
| 44 | VRSK | Verisk Analytics Inc | 股票-工業 | 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-醫療保健 | 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-循環性消費 | 0.63% | -0.10% | -1.39% | |
| 49 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 0.62% | -0.07% | +2.60% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.62% | -0.17% | -16.81% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ANET | Arista Networks Inc | +1.2% | NEW | 新建倉 |
| 2 | LRCX | Lam Research CORP | +0.6% | NEW | 新建倉 |
| 3 | CRM | Salesforce Inc | +0.6% | +20.41% | 加碼 |
| 4 | LPLA | Lpl Financial Holdings Inc | +0.4% | +3.65% | 加碼 |
| 5 | KVUE | Kenvue Inc | +0.3% | NEW | 新建倉 |
| 6 | BIPC | Brookfield Infrastructure-a | +0.3% | NEW | 新建倉 |
| 7 | BEPC | Brookfield Renewable CORP | +0.3% | NEW | 新建倉 |
| 8 | DVA | Davita Inc | +0.3% | NEW | 新建倉 |
| 9 | PCAR | Paccar Inc | +0.3% | +20.79% | 加碼 |
| 10 | AMP | Ameriprise Financial Inc | +0.3% | +3.25% | 加碼 |
| 11 | V | Visa Inc-class A Shares | +0.3% | -5.06% | 減碼 |
| 12 | SB9 | Sitio Royalties Corp-a | +0.2% | +641.61% | 加碼 |
| 13 | ETR | Entergy CORP | +0.2% | +186.61% | 加碼 |
| 14 | BLK | Blackrock Inc | +0.2% | NEW | 新建倉 |
| 15 | NVDA | Nvidia CORP | +0.2% | +3.74% | 加碼 |
| 16 | DECK | Deckers Outdoor CORP | +0.2% | -10.21% | 減碼 |
| 17 | AMZN | Amazon.com Inc | +0.2% | -5.64% | 減碼 |
| 18 | MA | Mastercard Inc - A | +0.2% | +4.83% | 加碼 |
| 19 | PAYX | Paychex Inc | +0.2% | +2.67% | 加碼 |
| 20 | GOOGL | Alphabet Inc-cl A | +0.2% | -3.10% | 減碼 |
| 21 | HPE | Hewlett Packard Enterprise | +0.2% | +24.12% | 加碼 |
| 22 | ULTA | Ulta Beauty Inc | +0.2% | +3.20% | 加碼 |
| 23 | MKL | Markel Group Inc | +0.1% | +10.83% | 加碼 |
| 24 | CPRT | Copart Inc | +0.1% | +1.32% | 加碼 |
| 25 | GOOG | Alphabet Inc-cl C | +0.1% | -3.12% | 減碼 |
| 26 | GDDY | Godaddy Inc - Class A | +0.1% | +3.37% | 加碼 |
| 27 | TKO | Tko Group Holdings Inc | +0.1% | +1.93% | 加碼 |
| 28 | CSCO | Cisco Systems Inc | +0.1% | +2.92% | 加碼 |
| 29 | COST | Costco Wholesale CORP | +0.1% | +2.08% | 加碼 |
| 30 | JPM | Jpmorgan Chase & Co | +0.1% | -12.93% | 減碼 |
| 31 | URI | United Rentals Inc | +0.1% | NEW | 新建倉 |
| 32 | LNG | Cheniere Energy Inc | +0.1% | +5.91% | 加碼 |
| 33 | GNTX | Gentex CORP | +0.1% | +15.98% | 加碼 |
| 34 | EPAM | Epam Systems Inc | +0.1% | +12.14% | 加碼 |
| 35 | FAST | Fastenal Co | +0.1% | +5.16% | 加碼 |
| 36 | MNST | Monster Beverage CORP | +0.1% | +4.18% | 加碼 |
| 37 | META | Meta Platforms Inc-class A | +0.1% | -6.17% | 減碼 |
| 38 | UBER | Uber Technologies Inc | +0.1% | +42.72% | 加碼 |
| 39 | HESM | Hess Midstream LP - Class A | +0.1% | +5.28% | 加碼 |
| 40 | VRSK | Verisk Analytics Inc | +0.1% | +4.85% | 加碼 |
| 41 | MEDP | Medpace Holdings Inc | +0.1% | +5.26% | 加碼 |
| 42 | JLL | Jones Lang Lasalle Inc | +0.1% | +33.92% | 加碼 |
| 43 | SIRI | Sirius Xm Holdings Inc | +0.1% | +43.31% | 加碼 |
| 44 | BKNG | Booking Holdings Inc | +0.1% | -1.93% | 減碼 |
| 45 | MPLX | Mplx LP | +0.1% | +13.31% | 加碼 |
| 46 | WMB | Williams Cos Inc | +0.1% | -2.40% | 減碼 |
| 47 | WST | West Pharmaceutical Services | +0.1% | +3.80% | 加碼 |
| 48 | EME | Emcor Group Inc | +0.1% | +4.76% | 加碼 |
| 49 | ORLY | O'reilly Automotive Inc | +0.1% | +2.60% | 加碼 |
| 50 | CMI | Cummins Inc | +0.1% | -2.33% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Epoch Investment Partners, Inc. 在 Q4 2024 季度的美股持倉總市值約為 US$175.8億，共申報了 281 個公開持股部位。
在 Q4 2024 季度，Epoch Investment Partners, Inc. 按市值排列的前三大核心持股分別為：AVGO (2.8%)、META (2.4%)、MSFT (2.4%)。其中最大持股部位 AVGO 佔據整體投資組合約 2.8% 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
ANET
市值: US$2.6億
本季最大獲利了結 / 清倉標的
ANETEUR
前期市值: US$2.2億
在 Q4 2024 季度中，Epoch Investment Partners, Inc. 共進行了 200 項持倉異動，包含新建倉 10 個部位、加碼 60 個部位、減碼 106 個部位以及清倉 24 個部位。 其中最大新建倉標的為 ANET。 本季清倉部位包含 ANETEUR。
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。