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
277 檔
12.5%
Epoch Investment Partners, Inc. 在 Q2 2025 季度的美股部位總計估值為 US$175.8億，分散於 277 個持倉標的之中，反映其市場參與廣度與投資規模。
從 Q2 2025 申報觀察，Epoch Investment Partners, Inc. 採取防禦導向的調倉策略，本季減碼 120 檔個股並出清 11 檔部位，顯示機構在該時期進行風險控制與流動性回收。
從部位權重觀察，前 5 大標的（包含 META, MSFT, AVGO）累計市值佔比達 12.5%，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 277 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 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.85% | -0.40% | -6.83% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 2.79% | +0.15% | -6.43% | |
| 3 | AVGO | Broadcom Inc | 股票-科技 | 2.27% | +0.09% | -2.81% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.07% | -0.17% | -13.67% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.35% | -0.04% | +21.08% | |
| 6 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.30% | -0.01% | +67.92% | |
| 7 | UBER | Uber Technologies Inc | 股票-工業 | 1.27% | -0.25% | +74.14% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 1.26% | +0.63% | -14.29% | |
| 9 | AMAT | Applied Materials Inc | 股票-科技 | 1.23% | +0.52% | +2.26% | |
| 10 | PAYX | Paychex Inc | 股票-科技 | 1.23% | -0.29% | EXIT | |
| 11 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 1.23% | -0.58% | -10.63% | |
| 12 | MKL | Markel Group Inc | 股票-金融 | 1.18% | -0.43% | +5.78% | |
| 13 | KLAC | Kla CORP | 股票-科技 | 1.14% | +0.72% | -2.26% | |
| 14 | AXP | American Express Co | 股票-金融 | 1.13% | -0.08% | -1.99% | |
| 15 | LPLA | Lpl Financial Holdings Inc | 股票-金融 | 1.12% | -0.02% | -1.02% | |
| 16 | UNP | Union Pacific CORP | 股票-工業 | 1.12% | -0.10% | EXIT | |
| 17 | AMP | Ameriprise Financial Inc | 股票-金融 | 1.10% | -0.05% | -8.39% | |
| 18 | CRM | Salesforce Inc | 股票-科技 | 1.07% | -0.01% | -12.00% | |
| 19 | MNST | Monster Beverage CORP | 股票-非循環性消費 | 1.04% | +0.19% | -6.49% | |
| 20 | LRCX | Lam Research CORP | 股票-科技 | 1.04% | +0.64% | +9.72% | |
| 21 | ZTS | Zoetis Inc | 股票-醫療保健 | 1.00% | -0.33% | -13.10% | |
| 22 | NTAP | Netapp Inc | 股票-科技 | 1.00% | +0.21% | +3.79% | |
| 23 | ANET | Arista Networks Inc | 股票-科技 | 0.99% | +0.13% | +18.16% | |
| 24 | QCOM | Qualcomm Inc | 股票-科技 | 0.98% | +0.01% | +4.97% | |
| 25 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.97% | -0.11% | -4.71% | |
| 26 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.96% | -0.36% | +19.41% | |
| 27 | V | Visa Inc-class A Shares | 股票-金融 | 0.95% | +0.16% | -31.66% | |
| 28 | MA | Mastercard Inc - A | 股票-金融 | 0.94% | -0.06% | -15.34% | |
| 29 | YUM | Yum! Brands Inc | 股票-循環性消費 | 0.90% | -0.05% | -16.97% | |
| 30 | AAPL | Apple Inc | 股票-科技 | 0.88% | +0.70% | -21.99% | |
| 31 | FAST | Fastenal Co | 股票-工業 | 0.88% | -0.14% | +96.60% | |
| 32 | ULTA | Ulta Beauty Inc | 股票-循環性消費 | 0.86% | -0.13% | +0.58% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.86% | -0.17% | +35.36% | |
| 34 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.82% | +0.04% | -15.77% | |
| 35 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.81% | +0.28% | +26.44% | |
| 36 | FN | Fabrinet | 股票-科技 | 0.80% | -0.15% | +34.11% | |
| 37 | NVR | Nvr Inc | 股票-循環性消費 | 0.78% | -0.10% | -4.76% | |
| 38 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.77% | +0.23% | -15.18% | |
| 39 | IBM | Intl Business Machines CORP | 股票-科技 | 0.76% | +0.11% | -15.37% | |
| 40 | PCAR | Paccar Inc | 股票-工業 | 0.75% | -0.08% | -15.32% | |
| 41 | CSCO | Cisco Systems Inc | 股票-科技 | 0.75% | +0.21% | -3.86% | |
| 42 | MEDP | Medpace Holdings Inc | 股票-醫療保健 | 0.72% | +0.39% | +11.36% | |
| 43 | MTD | Mettler-toledo International | 股票-醫療保健 | 0.72% | +0.13% | -0.71% | |
| 44 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.71% | -0.08% | -12.44% | |
| 45 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.71% | +0.14% | +2.51% | |
| 46 | CPRT | Copart Inc | 股票-工業 | 0.70% | -0.14% | -1.57% | |
| 47 | IDXX | Idexx Laboratories Inc | 股票-醫療保健 | 0.70% | -0.08% | +24.69% | |
| 48 | EME | Emcor Group Inc | 股票-工業 | 0.69% | -0.04% | +6.52% | |
| 49 | EHC | Encompass Health CORP | 股票-醫療保健 | 0.67% | -0.02% | -4.19% | |
| 50 | KO | The Coca-Cola Company | 股票-非循環性消費 | 0.67% | -0.17% | -26.44% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +0.9% | -2.81% | 減碼 |
| 2 | UBER | Uber Technologies Inc | +0.7% | +74.14% | 加碼 |
| 3 | MSFT | Microsoft CORP | +0.5% | -6.43% | 減碼 |
| 4 | TPL | Texas Pacific Land CORP | +0.5% | NEW | 新建倉 |
| 5 | META | Meta Platforms Inc-class A | +0.5% | -6.83% | 減碼 |
| 6 | ABBV | Abbvie Inc | +0.4% | +67.92% | 加碼 |
| 7 | GILD | Gilead Sciences Inc | +0.4% | +646.07% | 加碼 |
| 8 | FN | Fabrinet | +0.4% | +34.11% | 加碼 |
| 9 | AMZN | Amazon.com Inc | +0.4% | +21.08% | 加碼 |
| 10 | ANET | Arista Networks Inc | +0.4% | +18.16% | 加碼 |
| 11 | LRCX | Lam Research CORP | +0.3% | +9.72% | 加碼 |
| 12 | BKNG | Booking Holdings Inc | +0.3% | +19.41% | 加碼 |
| 13 | CORT | Corcept Therapeutics Inc | +0.3% | NEW | 新建倉 |
| 14 | AMAT | Applied Materials Inc | +0.3% | +2.26% | 加碼 |
| 15 | IDXX | Idexx Laboratories Inc | +0.3% | +24.69% | 加碼 |
| 16 | APP | Applovin Corp-class A | +0.3% | NEW | 新建倉 |
| 17 | KLAC | Kla CORP | +0.3% | -2.26% | 減碼 |
| 18 | NVDA | Nvidia CORP | +0.3% | -14.29% | 減碼 |
| 19 | EME | Emcor Group Inc | +0.2% | +6.52% | 加碼 |
| 20 | AMT | American Tower CORP | +0.2% | +331.20% | 加碼 |
| 21 | DELL | Dell Technologies -c | +0.2% | +19.77% | 加碼 |
| 22 | NTAP | Netapp Inc | +0.2% | +3.79% | 加碼 |
| 23 | QXO | Qxo Inc | +0.2% | NEW | 新建倉 |
| 24 | ULTA | Ulta Beauty Inc | +0.2% | +0.58% | 加碼 |
| 25 | CVS | Cvs Health CORP | +0.2% | +26.44% | 加碼 |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +35.36% | 加碼 |
| 27 | AXP | American Express Co | +0.2% | -1.99% | 減碼 |
| 28 | CASY | Casey's General Stores Inc | +0.1% | +1281.39% | 加碼 |
| 29 | VTR | Ventas Inc | +0.1% | NEW | 新建倉 |
| 30 | MKC | Mccormick & Co-non Vtg Shrs | +0.1% | NEW | 新建倉 |
| 31 | HPE | Hewlett Packard Enterprise | +0.1% | +0.47% | 加碼 |
| 32 | MKL | Markel Group Inc | +0.1% | +5.78% | 加碼 |
| 33 | LPLA | Lpl Financial Holdings Inc | +0.1% | -1.02% | 減碼 |
| 34 | HAS | Hasbro Inc | +0.1% | +14.51% | 加碼 |
| 35 | DECK | Deckers Outdoor CORP | +0.1% | +35.80% | 加碼 |
| 36 | BEPC | Brookfield Renewable CORP | +0.1% | +110.88% | 加碼 |
| 37 | APH | Amphenol Corp-cl A | +0.1% | -6.51% | 減碼 |
| 38 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -15.18% | 減碼 |
| 39 | MCHP | Microchip Technology Inc | +0.1% | +0.49% | 加碼 |
| 40 | EA | Electronic Arts Inc | +0.1% | +17.46% | 加碼 |
| 41 | EHC | Encompass Health CORP | +0.1% | -4.19% | 減碼 |
| 42 | MEDP | Medpace Holdings Inc | +0.1% | +11.36% | 加碼 |
| 43 | URI | United Rentals Inc | +0.1% | +0.55% | 加碼 |
| 44 | MANH | Manhattan Associates Inc | +0.1% | +16.07% | 加碼 |
| 45 | QCOM | Qualcomm Inc | +0.1% | +4.97% | 加碼 |
| 46 | CUBE | Cubesmart | +0.1% | +182.40% | 加碼 |
| 47 | LNG | Cheniere Energy Inc | +0.1% | +10.37% | 加碼 |
| 48 | KDP | Keurig Dr Pepper Inc | +0.1% | NEW | 新建倉 |
| 49 | ETN | Eaton Corporation plc | +0.1% | +4.72% | 加碼 |
| 50 | ADBE | Adobe Inc | +0.1% | +12.58% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Epoch Investment Partners, Inc. 在 Q2 2025 季度的美股持倉總市值約為 US$175.8億，共申報了 277 個公開持股部位。
在 Q2 2025 季度，Epoch Investment Partners, Inc. 按市值排列的前三大核心持股分別為：META (2.9%)、MSFT (2.8%)、AVGO (2.3%)。其中最大持股部位 META 佔據整體投資組合約 2.9% 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
TPL
市值: US$9216.7萬
本季最大獲利了結 / 清倉標的
GEHC
前期市值: US$6528.7萬
在 Q2 2025 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 59 個部位、減碼 120 個部位以及清倉 11 個部位。 其中最大新建倉標的為 TPL。 本季清倉部位包含 GEHC。
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。