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
274 檔
11.6%
根據最新整理的 13F 季度數據集，Epoch Investment Partners, Inc. 於 Q3 2025 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 274 檔美股持倉，呈現出該時期的主要投資地圖。
Epoch Investment Partners, Inc. 在 Q3 2025 的調整主要集中於風險出清，清倉與減碼部位合計達 133 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。
檢視投資組合結構，前 5 大主力部位（包含 MSFT, AVGO, META）占據了總市值的 11.6%，展現出該機構在 Q3 2025 的重點資金聚焦與風險分佈特徵。
本季最大新建倉標的
TPL
市值: US$1.0億
本季最大獲利了結 / 清倉標的
KVUE
前期市值: US$1.1億
僅顯示前 200 大持股（共 274 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 | 2.57% | +0.15% | -16.70% | |
| 2 | AVGO | Broadcom Inc | 股票-科技 | 2.39% | +0.09% | -17.27% | |
| 3 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.33% | -0.40% | -22.76% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 1.98% | +0.63% | +25.53% | |
| 5 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.90% | -0.01% | +10.18% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.69% | -0.17% | -29.09% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 1.53% | +0.70% | +31.08% | |
| 8 | AMAT | Applied Materials Inc | 股票-科技 | 1.39% | +0.52% | -5.18% | |
| 9 | UBER | Uber Technologies Inc | 股票-工業 | 1.36% | -0.25% | -3.73% | |
| 10 | KLAC | Kla CORP | 股票-科技 | 1.31% | +0.72% | -10.30% | |
| 11 | LRCX | Lam Research CORP | 股票-科技 | 1.27% | +0.64% | -16.31% | |
| 12 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 1.18% | -0.58% | -18.60% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.13% | +0.04% | -5.03% | |
| 14 | NTAP | Netapp Inc | 股票-科技 | 1.11% | +0.21% | -5.61% | |
| 15 | MNST | Monster Beverage CORP | 股票-非循環性消費 | 1.11% | +0.19% | -6.92% | |
| 16 | QCOM | Qualcomm Inc | 股票-科技 | 1.06% | +0.01% | -2.24% | |
| 17 | ANET | Arista Networks Inc | 股票-科技 | 1.01% | +0.13% | -32.58% | |
| 18 | EME | Emcor Group Inc | 股票-工業 | 1.01% | -0.04% | +12.69% | |
| 19 | AXP | American Express Co | 股票-金融 | 0.98% | -0.08% | -21.85% | |
| 20 | FAST | Fastenal Co | 股票-工業 | 0.97% | -0.14% | -11.05% | |
| 21 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.94% | -0.33% | -6.20% | |
| 22 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.93% | +0.28% | -0.19% | |
| 23 | MA | Mastercard Inc - A | 股票-金融 | 0.93% | -0.06% | -8.44% | |
| 24 | ULTA | Ulta Beauty Inc | 股票-循環性消費 | 0.92% | -0.13% | -14.29% | |
| 25 | YUM | Yum! Brands Inc | 股票-循環性消費 | 0.90% | -0.05% | -8.20% | |
| 26 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.88% | -0.11% | -8.69% | |
| 27 | LPLA | Lpl Financial Holdings Inc | 股票-金融 | 0.88% | -0.02% | -16.72% | |
| 28 | AMP | Ameriprise Financial Inc | 股票-金融 | 0.88% | -0.05% | -18.19% | |
| 29 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.87% | -0.04% | -39.16% | |
| 30 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.84% | +0.23% | -16.61% | |
| 31 | IDXX | Idexx Laboratories Inc | 股票-醫療保健 | 0.81% | -0.08% | -7.48% | |
| 32 | MKL | Markel Group Inc | 股票-金融 | 0.81% | -0.43% | -32.55% | |
| 33 | REGN | Regeneron Pharmaceuticals | 股票-醫療保健 | 0.80% | -0.46% | +27.63% | |
| 34 | MTD | Mettler-toledo International | 股票-醫療保健 | 0.79% | +0.13% | -1.25% | |
| 35 | V | Visa Inc-class A Shares | 股票-金融 | 0.79% | +0.16% | -18.85% | |
| 36 | CPRT | Copart Inc | 股票-工業 | 0.79% | -0.14% | +15.20% | |
| 37 | FN | Fabrinet | 股票-科技 | 0.78% | -0.15% | -25.04% | |
| 38 | IBM | Intl Business Machines CORP | 股票-科技 | 0.77% | +0.11% | -0.25% | |
| 39 | CSCO | Cisco Systems Inc | 股票-科技 | 0.76% | +0.21% | -2.73% | |
| 40 | WST | West Pharmaceutical Services | 股票-醫療保健 | 0.76% | +0.32% | +45.57% | |
| 41 | CHE | Chemed CORP | 股票-醫療保健 | 0.76% | +0.14% | +29.44% | |
| 42 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.75% | -0.10% | -3.28% | |
| 43 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.75% | -0.08% | +7.89% | |
| 44 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.74% | -0.36% | -22.62% | |
| 45 | DELL | Dell Technologies -c | 股票-科技 | 0.73% | +0.34% | +2.43% | |
| 46 | PCAR | Paccar Inc | 股票-工業 | 0.73% | -0.08% | -10.92% | |
| 47 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.73% | +0.14% | -0.56% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.72% | -0.17% | -23.74% | |
| 49 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 0.71% | -0.07% | -3.80% | |
| 50 | DECK | Deckers Outdoor CORP | 股票-循環性消費 | 0.71% | -0.04% | +10.20% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ABBV | Abbvie Inc | +1% | +10.18% | 加碼 |
| 2 | NVDA | Nvidia CORP | +1% | +25.53% | 加碼 |
| 3 | AVGO | Broadcom Inc | +1% | -17.27% | 減碼 |
| 4 | UBER | Uber Technologies Inc | +0.8% | -3.73% | 加碼 |
| 5 | EME | Emcor Group Inc | +0.6% | +12.69% | 加碼 |
| 6 | LRCX | Lam Research CORP | +0.6% | -16.31% | 減碼 |
| 7 | AMAT | Applied Materials Inc | +0.4% | -5.18% | 減碼 |
| 8 | KLAC | Kla CORP | +0.4% | -10.30% | 減碼 |
| 9 | FN | Fabrinet | +0.4% | -25.04% | 加碼 |
| 10 | WST | West Pharmaceutical Services | +0.4% | +45.57% | 加碼 |
| 11 | IDXX | Idexx Laboratories Inc | +0.4% | -7.48% | 加碼 |
| 12 | DELL | Dell Technologies -c | +0.4% | +2.43% | 加碼 |
| 13 | ANET | Arista Networks Inc | +0.4% | -32.58% | 減碼 |
| 14 | GILD | Gilead Sciences Inc | +0.3% | -25.79% | 加碼 |
| 15 | NTAP | Netapp Inc | +0.3% | -5.61% | 減碼 |
| 16 | MSFT | Microsoft CORP | +0.3% | -16.70% | 減碼 |
| 17 | CVS | Cvs Health CORP | +0.3% | -0.19% | 加碼 |
| 18 | AAPL | Apple Inc | +0.3% | +31.08% | 加碼 |
| 19 | TTC | Toro Co | +0.3% | +1876.59% | 加碼 |
| 20 | HPE | Hewlett Packard Enterprise | +0.3% | +1.13% | 加碼 |
| 21 | GOOGL | Alphabet Inc-cl A | +0.3% | -5.03% | 減碼 |
| 22 | ULTA | Ulta Beauty Inc | +0.3% | -14.29% | 減碼 |
| 23 | EA | Electronic Arts Inc | +0.2% | -2.72% | 加碼 |
| 24 | DECK | Deckers Outdoor CORP | +0.2% | +10.20% | 加碼 |
| 25 | MGY | Magnolia Oil & Gas CORP - A | +0.2% | +58.72% | 加碼 |
| 26 | MCHP | Microchip Technology Inc | +0.2% | +27.94% | 加碼 |
| 27 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -16.61% | 減碼 |
| 28 | CART | Maplebear Inc | +0.2% | +344.41% | 加碼 |
| 29 | QCOM | Qualcomm Inc | +0.2% | -2.24% | 加碼 |
| 30 | HAS | Hasbro Inc | +0.2% | -4.98% | 加碼 |
| 31 | FAST | Fastenal Co | +0.2% | -11.05% | 加碼 |
| 32 | AMT | American Tower CORP | +0.1% | -25.08% | 加碼 |
| 33 | ADI | Analog Devices Inc | +0.1% | +6.78% | 減碼 |
| 34 | TJX | Tjx Companies Inc | +0.1% | -3.28% | 減碼 |
| 35 | REGN | Regeneron Pharmaceuticals | +0.1% | +27.63% | 加碼 |
| 36 | CASY | Casey's General Stores Inc | +0.1% | -31.19% | 加碼 |
| 37 | BEPC | Brookfield Renewable CORP | +0.1% | -16.87% | 加碼 |
| 38 | MANH | Manhattan Associates Inc | +0.1% | -3.68% | 加碼 |
| 39 | LAZ | Lazard Inc | +0.1% | -1.98% | 減碼 |
| 40 | BKNG | Booking Holdings Inc | +0.1% | -22.62% | 減碼 |
| 41 | GDDY | Godaddy Inc - Class A | +0.1% | +10504.74% | 加碼 |
| 42 | ETN | Eaton Corporation plc | +0.1% | -3.59% | 加碼 |
| 43 | BAC | Bank Of America CORP | +0.1% | -4.20% | 減碼 |
| 44 | TKO | Tko Group Holdings Inc | +0.1% | -2.83% | 減碼 |
| 45 | TBBK | Bancorp Inc/the | +0.1% | +306.57% | 加碼 |
| 46 | DCI | Donaldson Co Inc | +0.1% | -3.55% | 減碼 |
| 47 | MSM | Msc Industrial Direct Co-a | +0.1% | +1.19% | 減碼 |
| 48 | JNJ | Johnson & Johnson | +0.1% | -4.88% | 減碼 |
| 49 | URI | United Rentals Inc | +0.1% | -28.89% | 減碼 |
| 50 | CSCO | Cisco Systems Inc | +0.1% | -2.73% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Epoch Investment Partners, Inc. 在 Q3 2025 季度的美股持倉總市值約為 US$175.8億，共申報了 274 個公開持股部位。
在 Q3 2025 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 (2.4%)、META (2.3%)。其中最大持股部位 MSFT 佔據整體投資組合約 2.6% 的權重。
在 Q3 2025 季度中，Epoch Investment Partners, Inc. 共進行了 200 項持倉異動，包含新建倉 16 個部位、加碼 51 個部位、減碼 114 個部位以及清倉 19 個部位。 其中最大新建倉標的為 TPL。 本季清倉部位包含 KVUE。
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。