Epoch Investment Partners, Inc.
New York NY · SEC CIK 0001305841
$175.78亿2026Q2 申报市值
220持仓数
19.2%前十大占比 · 第一大 2.9%
8 / 23新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
AAPL 加仓+$9,964.34万
NVDA 加仓+$8,015.61万
MEDP 加仓+$6,651.01万
SON 新建仓+$6,597.55万
JNJ 加仓+$6,190.24万
2026Q2 卖出最多 按季末市值估算
DELL 减仓-$1.87亿
AMAT 减仓-$1.44亿
AMD 减仓-$9,622.02万
MKL 减仓-$7,034.16万
IRM 清仓-$6,297.06万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $5.04亿 | 2.87% | 2,521,119 | 400,600 | 18.9% | $8,015.61万 | 加仓 |
| AAPL | APPLE INC | $4.56亿 | 2.59% | 1,576,223 | 344,358 | 28.0% | $9,964.34万 | 加仓 |
| AVGO | BROADCOM INC | $3.51亿 | 2.00% | 929,562 | -89,937 | -8.8% | -$3,397.37万 | 减仓 |
| ABBV | ABBVIE INC | $3.46亿 | 1.97% | 1,376,588 | -129,554 | -8.6% | -$3,260.10万 | 减仓 |
| MSFT | MICROSOFT CORP | $3.38亿 | 1.92% | 906,851 | 118,188 | 15.0% | $4,408.65万 | 加仓 |
| AMAT | APPLIED MATLS INC | $3.33亿 | 1.89% | 460,151 | -199,538 | -30.2% | -$1.44亿 | 减仓 |
| KLAC | KLA CORP | $2.99亿 | 1.70% | 990,556 | -111,754 | -10.1% | -$3,371.73万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $2.57亿 | 1.46% | 592,701 | -40,083 | -6.3% | -$1,736.92万 | 减仓 |
| CSCO | CISCO SYS INC | $2.55亿 | 1.45% | 2,168,053 | -476,804 | -18.0% | -$5,600.54万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $2.29亿 | 1.30% | 531,131 | -432,909 | -44.9% | -$1.87亿 | 减仓 |
| GOOGL | ALPHABET INC | $2.28亿 | 1.30% | 639,157 | -84,709 | -11.7% | -$3,027.25万 | 减仓 |
| NTAP | NETAPP INC | $2.28亿 | 1.29% | 1,470,539 | -273,379 | -15.7% | -$4,230.81万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $2.22亿 | 1.26% | 679,231 | -121,311 | -15.2% | -$3,970.87万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2.18亿 | 1.24% | 456,810 | -37,545 | -7.6% | -$1,793.04万 | 减仓 |
| CVS | CVS HEALTH CORP | $2.06亿 | 1.17% | 1,991,853 | -47,338 | -2.3% | -$489.71万 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $2.02亿 | 1.15% | 562,557 | 17,507 | 3.2% | $628.50万 | 加仓 |
| EME | EMCOR GROUP INC | $1.99亿 | 1.13% | 239,577 | -23,246 | -8.8% | -$1,929.14万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $1.97亿 | 1.12% | 2,048,119 | -82,208 | -3.9% | -$790.18万 | 减仓 |
| META | META PLATFORMS INC | $1.94亿 | 1.10% | 344,368 | -88,392 | -20.4% | -$4,979.03万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $1.86亿 | 1.06% | 4,122,475 | -1,335,929 | -24.5% | -$6,026.38万 | 减仓 |
| TXN | TEXAS INSTRS INC | $1.73亿 | 0.99% | 581,891 | 56,061 | 10.7% | $1,671.01万 | 加仓 |
| V | VISA INC | $1.53亿 | 0.87% | 447,275 | 57,407 | 14.7% | $1,969.58万 | 加仓 |
| ADI | ANALOG DEVICES INC | $1.53亿 | 0.87% | 386,286 | -11,284 | -2.8% | -$448.17万 | 减仓 |
| FN | FABRINET | $1.52亿 | 0.87% | 270,754 | -51,596 | -16.0% | -$2,900.11万 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $1.47亿 | 0.84% | 114,970 | 21,700 | 23.3% | $2,772.20万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1.47亿 | 0.84% | 522,214 | 24,601 | 4.9% | $691.80万 | 加仓 |
| AGX | ARGAN INC | $1.44亿 | 0.82% | 180,661 | -21,817 | -10.8% | -$1,742.20万 | 减仓 |
| LLY | ELI LILLY & CO | $1.44亿 | 0.82% | 119,698 | -3,118 | -2.5% | -$373.98万 | 减仓 |
| MEDP | MEDPACE HLDGS INC | $1.41亿 | 0.80% | 266,547 | 125,588 | 89.1% | $6,651.01万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $1.37亿 | 0.78% | 267,218 | -10,660 | -3.8% | -$547.50万 | 减仓 |
| YUM | YUM BRANDS INC | $1.35亿 | 0.77% | 845,174 | -25,692 | -3.0% | -$410.71万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $1.35亿 | 0.77% | 1,084,597 | 182,099 | 20.2% | $2,266.04万 | 加仓 |
| MRK | MERCK & CO INC | $1.35亿 | 0.77% | 1,050,056 | 348,964 | 49.8% | $4,484.19万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1.33亿 | 0.76% | 524,387 | 243,739 | 86.8% | $6,190.24万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $1.30亿 | 0.74% | 1,796,838 | -467,792 | -20.7% | -$3,375.59万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $1.28亿 | 0.73% | 754,422 | -55,140 | -6.8% | -$936.72万 | 减仓 |
| FAST | FASTENAL CO | $1.27亿 | 0.72% | 2,644,825 | -411,570 | -13.5% | -$1,976.77万 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $1.26亿 | 0.72% | 447,634 | 39,333 | 9.6% | $1,107.93万 | 加仓 |
| AMZN | AMAZON COM INC | $1.25亿 | 0.71% | 525,268 | -72,227 | -12.1% | -$1,721.46万 | 减仓 |
| CHE | CHEMED CORP NEW | $1.24亿 | 0.71% | 267,290 | 17,167 | 6.9% | $799.54万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $1.22亿 | 0.69% | 278,323 | -52,814 | -15.9% | -$2,311.35万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $1.21亿 | 0.69% | 1,213,650 | 10,124 | 0.8% | $100.52万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $1.20亿 | 0.68% | 1,313,508 | -10,228 | -0.8% | -$93.28万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1.19亿 | 0.68% | 127,033 | -4,485 | -3.4% | -$419.56万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $1.18亿 | 0.67% | 861,217 | -38,401 | -4.3% | -$525.36万 | 减仓 |
| TJX | TJX COS INC NEW | $1.17亿 | 0.67% | 773,709 | -24,041 | -3.0% | -$364.22万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $1.17亿 | 0.66% | 186,850 | -51,875 | -21.7% | -$3,234.61万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $1.16亿 | 0.66% | 253,066 | -10,638 | -4.0% | -$488.03万 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC | $1.14亿 | 0.65% | 829,619 | 148,032 | 21.7% | $2,038.99万 | 加仓 |
| PCAR | PACCAR INC | $1.14亿 | 0.65% | 950,073 | -98,241 | -9.4% | -$1,180.07万 | 减仓 |
| QCOM | QUALCOMM INC | $1.12亿 | 0.64% | 605,588 | -208,500 | -25.6% | -$3,852.87万 | 减仓 |
| MSM | MSC INDL DIRECT INC | $1.10亿 | 0.63% | 926,830 | -49,801 | -5.1% | -$592.38万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $1.06亿 | 0.60% | 635,153 | -9,017 | -1.4% | -$150.29万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $1.05亿 | 0.60% | 268,670 | -144,227 | -34.9% | -$5,623.27万 | 减仓 |
| MANH | MANHATTAN ASSOCIATES INC | $1.03亿 | 0.59% | 742,409 | 281,948 | 61.2% | $3,926.13万 | 加仓 |
| COLB | COLUMBIA BKG SYS INC | $1.01亿 | 0.57% | 3,143,704 | 612,425 | 24.2% | $1,962.82万 | 加仓 |
| MET | METLIFE INC | $1.01亿 | 0.57% | 1,189,227 | -15,450 | -1.3% | -$130.72万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $1.01亿 | 0.57% | 464,094 | -114,438 | -19.8% | -$2,478.73万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $9,923.61万 | 0.56% | 293,381 | -55,745 | -16.0% | -$1,885.57万 | 减仓 |
| BAC | BANK OF AMER CORP | $9,761.30万 | 0.56% | 1,713,110 | -74,843 | -4.2% | -$426.46万 | 减仓 |
| NVR | NVR INC | $9,746.57万 | 0.55% | 14,305 | -2,054 | -12.6% | -$1,399.47万 | 减仓 |
| HAS | HASBRO INC | $9,703.39万 | 0.55% | 1,174,887 | 810 | 0.1% | $6.69万 | 加仓 |
| VRSN | VERISIGN INC | $9,678.62万 | 0.55% | 384,744 | -28,533 | -6.9% | -$717.78万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $9,606.64万 | 0.55% | 213,017 | -744 | -0.3% | -$33.55万 | 减仓 |
| CPRT | COPART INC | $9,568.40万 | 0.54% | 3,394,252 | -10,946 | -0.3% | -$30.86万 | 减仓 |
| LIN | LINDE PLC | $9,511.29万 | 0.54% | 183,283 | 22,474 | 14.0% | $1,166.27万 | 加仓 |
| USB | US BANCORP | $9,312.62万 | 0.53% | 1,541,824 | -110,120 | -6.7% | -$665.12万 | 减仓 |
| MGY | MAGNOLIA OIL & GAS CORP | $9,132.00万 | 0.52% | 3,569,975 | -705,534 | -16.5% | -$1,804.76万 | 减仓 |
| WAT | WATERS CORP | $8,922.54万 | 0.51% | 237,909 | 13,478 | 6.0% | $505.48万 | 加仓 |
| IDXX | IDEXX LABS INC | $8,887.47万 | 0.51% | 168,822 | -5,780 | -3.3% | -$304.28万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $8,636.34万 | 0.49% | 2,540,099 | -82,007 | -3.1% | -$278.82万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $8,634.67万 | 0.49% | 477,291 | -48,967 | -9.3% | -$885.86万 | 减仓 |
| HALO | HALOZYME THERAPEUTICS INC | $8,598.21万 | 0.49% | 1,098,532 | -39,845 | -3.5% | -$311.87万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $8,593.50万 | 0.49% | 171,736 | -57,355 | -25.0% | -$2,869.99万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $8,465.14万 | 0.48% | 1,999,325 | -105,326 | -5.0% | -$445.95万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $8,337.35万 | 0.47% | 905,348 | -69,428 | -7.1% | -$639.36万 | 减仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $8,331.43万 | 0.47% | 1,223,231 | 400,048 | 48.6% | $2,724.73万 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $8,291.63万 | 0.47% | 461,852 | 7,705 | 1.7% | $138.33万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $8,162.34万 | 0.46% | 150,644 | 29,962 | 24.8% | $1,623.43万 | 加仓 |
| ETR | ENTERGY CORP NEW | $7,999.24万 | 0.46% | 696,434 | -161,747 | -18.8% | -$1,857.83万 | 减仓 |
| T | AT&T INC | $7,867.34万 | 0.45% | 3,800,649 | -319,943 | -7.8% | -$662.28万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $7,847.62万 | 0.45% | 416,673 | 33,450 | 8.7% | $630.00万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $7,803.26万 | 0.44% | 437,795 | -342,830 | -43.9% | -$6,110.60万 | 减仓 |
| ZTS | ZOETIS INC | $7,685.34万 | 0.44% | 1,069,488 | -11,146 | -1.0% | -$80.10万 | 减仓 |
| EXP | EAGLE MATLS INC | $7,497.45万 | 0.43% | 333,220 | -12,330 | -3.6% | -$277.43万 | 减仓 |
| HESM | HESS MIDSTREAM LP | $7,314.91万 | 0.42% | 1,945,456 | -136,365 | -6.6% | -$512.73万 | 减仓 |
| GOOG | ALPHABET INC | $7,269.98万 | 0.41% | 205,756 | -99,162 | -32.5% | -$3,503.69万 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC | $7,259.52万 | 0.41% | 360,614 | -10,448 | -2.8% | -$210.33万 | 减仓 |
| CVX | CHEVRON CORPORATION | $7,050.09万 | 0.40% | 425,319 | -142,867 | -25.1% | -$2,368.16万 | 减仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $7,017.81万 | 0.40% | 701,290 | -338,044 | -32.5% | -$3,382.81万 | 减仓 |
| APP | APPLOVIN CORP | $6,884.55万 | 0.39% | 133,621 | -24,396 | -15.4% | -$1,256.96万 | 减仓 |
| BBY | BEST BUY INC | $6,731.31万 | 0.38% | 887,100 | 119,566 | 15.6% | $907.27万 | 加仓 |
| SON | SONOCO PRODS CO | $6,597.55万 | 0.38% | 1,170,817 | 1,170,817 | — | $6,597.55万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $6,578.53万 | 0.37% | 1,141,710 | -86,364 | -7.0% | -$497.63万 | 减仓 |
| PFE | PFIZER INC | $6,558.36万 | 0.37% | 2,723,573 | -131,028 | -4.6% | -$315.52万 | 减仓 |
| NTR | NUTRIEN LTD | $6,464.68万 | 0.37% | 1,026,955 | -133,287 | -11.5% | -$839.04万 | 减仓 |
| KO | COCA COLA CO | $6,436.98万 | 0.37% | 792,049 | 38,867 | 5.2% | $315.87万 | 加仓 |
| MCD | MCDONALDS CORP | $6,423.13万 | 0.37% | 237,621 | 27,956 | 13.3% | $755.68万 | 加仓 |
| MDT | MEDTRONIC PLC | $6,353.12万 | 0.36% | 812,108 | -43,392 | -5.1% | -$339.46万 | 减仓 |
| PNW | PINNACLE WEST CAP CORP | $6,295.56万 | 0.36% | 588,370 | 90,139 | 18.1% | $964.49万 | 加仓 |