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
234 檔
9.2%
截至 Q1 2026 季度末，Epoch Investment Partners, Inc. 的美股持倉估值約為 US$175.8億，全數申報部位共有 234 檔。
Epoch Investment Partners, Inc. 在 Q1 2026 的調整主要集中於風險出清，清倉與減碼部位合計達 137 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 NVDA, ABBV, AVGO）占據了總市值的 9.2%，展現出該機構在 Q1 2026 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 234 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 | NVDA | Nvidia CORP | 股票-科技 | 2.24% | +0.63% | -1.20% | |
| 2 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.98% | -0.01% | +11.22% | |
| 3 | AVGO | Broadcom Inc | 股票-科技 | 1.91% | +0.09% | -7.18% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 1.89% | +0.70% | -0.33% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 1.77% | +0.15% | -4.66% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.50% | -0.40% | -18.90% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.43% | -0.17% | -11.17% | |
| 8 | AMAT | Applied Materials Inc | 股票-科技 | 1.37% | +0.52% | -24.80% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.26% | +0.04% | -7.06% | |
| 10 | CSCO | Cisco Systems Inc | 股票-科技 | 1.24% | +0.21% | +11.40% | |
| 11 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 1.18% | -0.58% | -12.66% | |
| 12 | EME | Emcor Group Inc | 股票-工業 | 1.17% | -0.04% | -6.35% | |
| 13 | REGN | Regeneron Pharmaceuticals | 股票-醫療保健 | 1.12% | -0.46% | -15.15% | |
| 14 | ACN | Accenture plc | 股票-科技 | 1.08% | -0.31% | +30.38% | |
| 15 | NTAP | Netapp Inc | 股票-科技 | 1.08% | +0.21% | +6.51% | |
| 16 | FN | Fabrinet | 股票-科技 | 1.02% | -0.15% | -14.01% | |
| 17 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.01% | +0.23% | +0.23% | |
| 18 | UBER | Uber Technologies Inc | 股票-工業 | 0.99% | -0.25% | -11.61% | |
| 19 | KLAC | Kla CORP | 股票-科技 | 0.98% | +0.72% | -16.02% | |
| 20 | DELL | Dell Technologies -c | 股票-科技 | 0.96% | +0.34% | -1.16% | |
| 21 | TPL | Texas Pacific Land CORP | 股票-能源 | 0.95% | -0.26% | -13.24% | |
| 22 | MNST | Monster Beverage CORP | 股票-非循環性消費 | 0.93% | +0.19% | -13.31% | |
| 23 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.89% | +0.28% | -2.66% | |
| 24 | FAST | Fastenal Co | 股票-工業 | 0.86% | -0.14% | -11.77% | |
| 25 | MA | Mastercard Inc - A | 股票-金融 | 0.84% | -0.06% | +0.64% | |
| 26 | WST | West Pharmaceutical Services | 股票-醫療保健 | 0.83% | +0.32% | +7.87% | |
| 27 | YUM | Yum! Brands Inc | 股票-循環性消費 | 0.82% | -0.05% | -14.00% | |
| 28 | LRCX | Lam Research CORP | 股票-科技 | 0.82% | +0.64% | -18.11% | |
| 29 | MGY | Magnolia Oil & Gas CORP - A | 股票-能源 | 0.82% | -0.30% | -19.79% | |
| 30 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.80% | -0.36% | -10.32% | |
| 31 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.79% | -0.11% | -14.27% | |
| 32 | HPE | Hewlett Packard Enterprise | 股票-科技 | 0.79% | +0.27% | -0.51% | |
| 33 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.77% | -0.33% | -4.67% | |
| 34 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.77% | -0.10% | -11.58% | |
| 35 | ADI | Analog Devices Inc | 股票-科技 | 0.77% | +0.10% | -1.96% | |
| 36 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.75% | -0.04% | -4.40% | |
| 37 | LPLA | Lpl Financial Holdings Inc | 股票-金融 | 0.74% | -0.02% | -11.71% | |
| 38 | PCAR | Paccar Inc | 股票-工業 | 0.73% | -0.08% | -16.38% | |
| 39 | IBM | Intl Business Machines CORP | 股票-科技 | 0.73% | +0.11% | -0.34% | |
| 40 | DECK | Deckers Outdoor CORP | 股票-循環性消費 | 0.73% | -0.04% | -15.29% | |
| 41 | T | At&t Inc | 股票-通訊服務 | 0.72% | -0.27% | +6.03% | |
| 42 | AEP | American Electric Power | 股票-公用事業 | 0.71% | -0.04% | -0.19% | |
| 43 | V | Visa Inc-class A Shares | 股票-金融 | 0.71% | +0.16% | +3.28% | |
| 44 | MTD | Mettler-toledo International | 股票-醫療保健 | 0.71% | +0.13% | -13.79% | |
| 45 | CVX | Chevron CORP | 股票-能源 | 0.71% | -0.31% | -2.25% | |
| 46 | AMP | Ameriprise Financial Inc | 股票-金融 | 0.71% | -0.05% | -11.48% | |
| 47 | CPRT | Copart Inc | 股票-工業 | 0.68% | -0.14% | +1.48% | |
| 48 | ODFL | Old Dominion Freight Line | 股票-工業 | 0.68% | -0.11% | -23.27% | |
| 49 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.68% | +0.14% | -12.54% | |
| 50 | ULTA | Ulta Beauty Inc | 股票-循環性消費 | 0.68% | -0.13% | -26.77% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | TPL | Texas Pacific Land CORP | +0.3% | -13.24% | 減碼 |
| 2 | MEDP | Medpace Holdings Inc | +0.3% | +386.77% | 加碼 |
| 3 | AGX | Argan Inc | +0.3% | +4.47% | 加碼 |
| 4 | CHRW | C.h. Robinson Worldwide Inc | +0.3% | +173.70% | 加碼 |
| 5 | JKHY | Jack Henry & Associates Inc | +0.3% | +82.39% | 加碼 |
| 6 | DELL | Dell Technologies -c | +0.3% | -1.16% | 減碼 |
| 7 | HALO | Halozyme Therapeutics Inc | +0.3% | +113.44% | 加碼 |
| 8 | ABBV | Abbvie Inc | +0.2% | +11.22% | 加碼 |
| 9 | CVX | Chevron CORP | +0.2% | -2.25% | 減碼 |
| 10 | CSCO | Cisco Systems Inc | +0.2% | +11.40% | 加碼 |
| 11 | EME | Emcor Group Inc | +0.2% | -6.35% | 減碼 |
| 12 | T | At&t Inc | +0.2% | +6.03% | 加碼 |
| 13 | MGY | Magnolia Oil & Gas CORP - A | +0.2% | -19.79% | 減碼 |
| 14 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +0.23% | 加碼 |
| 15 | LNTH | Lantheus Holdings Inc | +0.2% | +59.44% | 加碼 |
| 16 | PFE | Pfizer Inc | +0.2% | +17.52% | 加碼 |
| 17 | VZ | Verizon Communications Inc | +0.2% | -0.76% | 減碼 |
| 18 | ADI | Analog Devices Inc | +0.2% | -1.96% | 減碼 |
| 19 | LNG | Cheniere Energy Inc | +0.1% | -8.10% | 減碼 |
| 20 | HAS | Hasbro Inc | +0.1% | +1.05% | 加碼 |
| 21 | EOG | Eog Resources Inc | +0.1% | -1.51% | 減碼 |
| 22 | AEP | American Electric Power | +0.1% | -0.19% | 減碼 |
| 23 | AMD | Advanced Micro Devices | +0.1% | +59.88% | 加碼 |
| 24 | ETR | Entergy CORP | +0.1% | -3.92% | 減碼 |
| 25 | NTR | Nutrien LTD | +0.1% | -3.52% | 減碼 |
| 26 | QXO | Qxo Inc | +0.1% | +54.23% | 加碼 |
| 27 | OKE | Oneok Inc | +0.1% | +12.17% | 加碼 |
| 28 | TXN | Texas Instruments Inc | +0.1% | +0.43% | 加碼 |
| 29 | NXST | Nexstar Media Group Inc | +0.1% | +685.79% | 加碼 |
| 30 | BMY | Bristol-myers Squibb Co | +0.1% | +4.72% | 加碼 |
| 31 | MRK | Merck & Co. Inc. | +0.1% | -1.32% | 減碼 |
| 32 | IRM | Iron Mountain Inc | +0.1% | -2.12% | 減碼 |
| 33 | VNOM | Viper Energy Inc-cl A | +0.1% | -3.88% | 減碼 |
| 34 | LMT | Lockheed Martin CORP | +0.1% | -4.29% | 減碼 |
| 35 | MSM | Msc Industrial Direct Co-a | +0.1% | -0.23% | 減碼 |
| 36 | NTAP | Netapp Inc | +0.1% | +6.51% | 加碼 |
| 37 | JNJ | Johnson & Johnson | +0.1% | +62.75% | 加碼 |
| 38 | BBY | Best Buy Co Inc | +0.1% | +26.88% | 加碼 |
| 39 | NEE | Nextera Energy Inc | +0.1% | -5.53% | 減碼 |
| 40 | LRCX | Lam Research CORP | +0.1% | -18.11% | 減碼 |
| 41 | KLAC | Kla CORP | +0.1% | -16.02% | 減碼 |
| 42 | FAST | Fastenal Co | +0.1% | -11.77% | 減碼 |
| 43 | VTR | Ventas Inc | +0.1% | +39.68% | 加碼 |
| 44 | EPD | Enterprise Products Partners | +0.1% | -2.63% | 減碼 |
| 45 | KO | Coca-cola Co/the | +0.1% | +2.88% | 加碼 |
| 46 | VRSN | Verisign Inc | +0.1% | +2.50% | 加碼 |
| 47 | FANG | Diamondback Energy Inc | +0.1% | -9.65% | 減碼 |
| 48 | PNW | Pinnacle West Capital | +0.1% | -1.39% | 減碼 |
| 49 | PEP | Pepsico Inc | +0.1% | +2.29% | 加碼 |
| 50 | FN | Fabrinet | +0.1% | -14.01% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Epoch Investment Partners, Inc. 在 Q1 2026 季度的美股持倉總市值約為 US$175.8億，共申報了 234 個公開持股部位。
在 Q1 2026 季度，Epoch Investment Partners, Inc. 按市值排列的前三大核心持股分別為：NVDA (2.2%)、ABBV (2.0%)、AVGO (1.9%)。其中最大持股部位 NVDA 佔據整體投資組合約 2.2% 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
SMG
市值: US$5005.8萬
本季最大獲利了結 / 清倉標的
AZNN
前期市值: US$7603.5萬
在 Q1 2026 季度中，Epoch Investment Partners, Inc. 共進行了 200 項持倉異動，包含新建倉 13 個部位、加碼 50 個部位、減碼 127 個部位以及清倉 10 個部位。 其中最大新建倉標的為 SMG。 本季清倉部位包含 AZNN。
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。