13F 机构持仓

Epoch Investment Partners, Inc.

New York NY · SEC CIK 0001305841

2026Q22026Q1 更早 9 个季度 🔒
$165.16亿2026Q1 申报市值
234持仓数
16.6%前十大占比 · 第一大 2.2%
19 / 31新建仓 / 清仓
申报市值走势$175.78亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 2.2%
ABBV 2.0%
AVGO 1.9%
AAPL 1.9%
MSFT 1.8%
META 1.5%
JPM 1.4%
AMAT 1.4%
GOOGL 1.3%
CSCO 1.2%

2026Q1 买入最多 按季末市值估算

MEDP 加仓+$5,378.18万
SMG 新建仓+$5,005.78万
JKHY 加仓+$4,865.83万
SPOT 新建仓+$4,554.61万
HRL 新建仓+$4,473.34万

2026Q1 卖出最多 按季末市值估算

AZN 清仓-$7,603.48万
AMAT 减仓-$7,435.20万
CMI 减仓-$6,059.72万
EHC 减仓-$5,790.27万
META 减仓-$5,771.59万

2026Q1 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
AZN ASTRAZENECA PLC $00.00%0 -413,547-100.0% -$7,603.48万 清仓
GNTX GENTEX CORP $00.00%0 -1,481,131-100.0% -$3,446.59万 清仓
CORT CORCEPT THERAPEUTICS INC $00.00%0 -816,652-100.0% -$2,841.95万 清仓
AX AXOS FINANCIAL INC $00.00%0 -38,051-100.0% -$327.85万 清仓
CIGI COLLIERS INTL GROUP INC $00.00%0 -16,873-100.0% -$248.05万 清仓
CASH PATHWARD FINANCIAL INC $00.00%0 -33,116-100.0% -$235.12万 清仓
HOMB HOME BANCSHARES INC $00.00%0 -81,690-100.0% -$226.93万 清仓
KRP KIMBELL RTY PARTNERS LP $00.00%0 -178,874-100.0% -$210.36万 清仓
LBRT LIBERTY ENERGY INC $00.00%0 -106,379-100.0% -$196.38万 清仓
PATK PATRICK INDS INC $00.00%0 -17,479-100.0% -$189.52万 清仓
MIDD MIDDLEBY CORP $00.00%0 -11,797-100.0% -$175.39万 清仓
LYFT LYFT INC $00.00%0 -90,151-100.0% -$174.62万 清仓
RMBS RAMBUS INC DEL $00.00%0 -17,603-100.0% -$161.75万 清仓
APAM ARTISAN PARTNERS ASSET MGMT $00.00%0 -36,943-100.0% -$150.51万 清仓
DFH DREAM FINDERS HOMES INC $00.00%0 -83,275-100.0% -$142.40万 清仓
OLED UNIVERSAL DISPLAY CORP $00.00%0 -10,046-100.0% -$117.32万 清仓
SMBC SOUTHERN MO BANCORP INC $00.00%0 -17,544-100.0% -$103.72万 清仓
ENSG ENSIGN GROUP INC $00.00%0 -5,752-100.0% -$100.20万 清仓
RUSHA RUSH ENTERPRISES INC $00.00%0 -15,559-100.0% -$83.93万 清仓
CUBE CUBESMART $00.00%0 —— — 申报中断
ALG ALAMO GROUP INC $00.00%0 -4,578-100.0% -$76.85万 清仓
PLOW DOUGLAS DYNAMICS INC $00.00%0 -23,136-100.0% -$75.54万 清仓
BBCP CONCRETE PUMPING HLDGS INC $00.00%0 -106,862-100.0% -$71.70万 清仓
BLBD BLUE BIRD CORP $00.00%0 -15,011-100.0% -$70.55万 清仓
MAC MACERICH CO $00.00%0 -26,232-100.0% -$48.42万 清仓
KRG KITE RLTY GROUP TR $00.00%0 -17,367-100.0% -$41.63万 清仓
BMNR BITMINE IMMERSION TECNOLOGIE $00.00%0 -14,151-100.0% -$38.42万 清仓
ESAB ESAB CORPORATION $00.00%0 -2,192-100.0% -$24.49万 清仓
ABG ASBURY AUTOMOTIVE GROUP INC $00.00%0 -960-100.0% -$22.32万 清仓
CWK CUSHMAN AND WAKEFIELD LTD $00.00%0 -13,686-100.0% -$22.16万 清仓
PZZA PAPA JOHNS INTL INC $00.00%0 -5,739-100.0% -$22.09万 清仓
RXO RXO INC $00.00%0 -11,737-100.0% -$14.84万 清仓
LYG LLOYDS BANKING GROUP PLC $12.42万0.00%24,694 12,32299.6% $6.20万 加仓
VRTX VERTEX PHARMACEUTICALS INC $21.66万0.00%485 00.0% — 不变
NVS NOVARTIS AG $23.29万0.00%1,525 1,525— $23.29万 新建仓
SNY SANOFI SA $24.07万0.00%4,996 4,996— $24.07万 新建仓
GSK GSK PLC $24.17万0.00%4,379 4,379— $24.17万 新建仓
GWW WW GRAINGER INC $24.87万0.00%228 00.0% — 不变
EQNR EQUINOR ASA $26.55万0.00%6,291 6,291— $26.55万 新建仓
BTI BRITISH AMERN TOB PLC $28.20万0.00%4,823 4,823— $28.20万 新建仓
MFC MANULIFE FINL CORP $28.87万0.00%8,383 8,383— $28.87万 新建仓
MCRI MONARCH CASINO & RESORT INC $29.01万0.00%3,035 -17,479-85.2% -$167.10万 减仓
MORN MORNINGSTAR INC $76.87万0.00%4,547 -3,084-40.4% -$52.14万 减仓
TBBK BANCORP INC DEL $80.22万0.00%14,930 -176,312-92.2% -$947.32万 减仓
VNT VONTIER CORPORATION $91.14万0.01%25,694 -31,791-55.3% -$112.76万 减仓
CRL CHARLES RIV LABS INTL INC $108.81万0.01%6,308 -21,131-77.0% -$364.51万 减仓
MSGE MADISON SQUARE GARDEN ENTMT $121.22万0.01%20,577 -32,996-61.6% -$194.38万 减仓
BALL BALL CORP $124.80万0.01%21,113 -1,738-7.6% -$10.27万 减仓
WDAY WORKDAY INC $133.28万0.01%10,259 -93,658-90.1% -$1,216.80万 减仓
ENB ENBRIDGE INC $162.49万0.01%30,013 -82-0.3% -$4,439 减仓
IWD ISHARES TR $222.90万0.01%10,432 00.0% — 不变
YOU CLEAR SECURE INC $351.71万0.02%72,653 -27,822-27.7% -$134.69万 减仓
POST POST HLDGS INC $703.77万0.04%71,189 -61,096-46.2% -$604.00万 减仓
NEM NEWMONT CORP $735.17万0.04%67,914 67,914— $735.17万 新建仓
RGLD ROYAL GOLD INC $902.98万0.05%35,482 15,87981.0% $404.10万 加仓
AEE AMEREN CORP $1,233.45万0.07%112,213 -3,719-3.2% -$40.88万 减仓
ATI ATI INC $1,245.15万0.08%85,601 -4,698-5.2% -$68.34万 减仓
AMT AMERICAN TOWER CORP $1,257.25万0.08%72,850 9,07914.2% $156.69万 加仓
VOYA VOYA FINANCIAL INC $1,297.73万0.08%189,949 22,43913.4% $153.30万 加仓
PPG PPG INDS INC $1,305.58万0.08%122,154 -3,896-3.1% -$41.64万 减仓
OGE OGE ENERGY CORP $1,308.77万0.08%272,887 13,3125.1% $63.84万 加仓
WEC WEC ENERGY GROUP INC $1,313.56万0.08%113,463 8,4298.0% $97.58万 加仓
EVR EVERCORE INC $1,327.62万0.08%44,475 -9,432-17.5% -$281.55万 减仓
CMS CMS ENERGY CORP $1,363.57万0.08%175,763 -5,817-3.2% -$45.13万 减仓
AMGN AMGEN INC $1,405.04万0.09%39,933 -1,217-3.0% -$42.82万 减仓
CRM SALESFORCE INC $1,484.64万0.09%79,533 -49,250-38.2% -$919.35万 减仓
CDNS CADENCE DESIGN SYSTEM INC $1,504.64万0.09%54,149 -4,831-8.2% -$134.24万 减仓
LNT ALLIANT ENERGY CORP $1,517.36万0.09%211,449 -7,021-3.2% -$50.38万 减仓
CL COLGATE PALMOLIVE CO $1,518.91万0.09%178,213 4,2042.4% $35.83万 加仓
RSG REPUBLIC SVCS INC $1,529.53万0.09%69,835 2,7884.2% $61.06万 加仓
BMI BADGER METER INC $1,536.78万0.09%100,872 100,872— $1,536.78万 新建仓
CVLT COMMVAULT SYS INC $1,556.76万0.09%199,866 -17,728-8.1% -$138.08万 减仓
UNP UNION PAC CORP $1,601.49万0.10%66,008 -58,766-47.1% -$1,425.78万 减仓
EW EDWARDS LIFESCIENCES CORP $1,623.27万0.10%202,706 -18,078-8.2% -$144.77万 减仓
SNA SNAP ON INC $1,627.48万0.10%44,807 1,0222.3% $37.12万 加仓
EHC ENCOMPASS HEALTH CORP $1,631.13万0.10%168,627 -598,601-78.0% -$5,790.27万 减仓
HUBB HUBBELL INC $1,658.26万0.10%33,791 -6,138-15.4% -$301.22万 减仓
TTWO TAKE-TWO INTERACTIVE SOFTWAR $1,665.79万0.10%84,344 -31,192-27.0% -$616.04万 减仓
NXST NEXSTAR MEDIA GROUP INC $1,678.41万0.10%92,817 81,005685.8% $1,464.81万 加仓
NXT NEXTPOWER INC $1,748.26万0.11%145,024 145,024— $1,748.26万 新建仓
AMPH AMPHASTAR PHARMACEUTICALS IN $1,760.94万0.11%898,895 -227,690-20.2% -$446.04万 减仓
CME CME GROUP INC $1,783.03万0.11%60,370 3,7656.7% $111.20万 加仓
RTX RTX CORPORATION $1,787.26万0.11%92,652 -264,323-74.0% -$5,098.79万 减仓
APH AMPHENOL CORP $1,847.38万0.11%146,211 -13,041-8.2% -$164.77万 减仓
UNH UNITEDHEALTH GROUP INC $2,019.36万0.12%74,628 -2,382-3.1% -$64.45万 减仓
FTNT FORTINET INC $2,056.55万0.12%251,658 -22,339-8.2% -$182.55万 减仓
CMCSA COMCAST CORP NEW $2,060.59万0.12%717,727 -35,448-4.7% -$101.77万 减仓
SCHW SCHWAB CHARLES CORP $2,158.06万0.13%229,630 -12,905-5.3% -$121.28万 减仓
WMS ADVANCED DRAIN SYS INC DEL $2,177.67万0.13%158,803 -48,045-23.2% -$658.84万 减仓
PLD PROLOGIS INC. $2,182.81万0.13%165,139 -4,948-2.9% -$65.40万 减仓
PG PROCTER & GAMBLE CO $2,194.35万0.13%151,921 -4,616-2.9% -$66.67万 减仓
A AGILENT TECHNOLOGIES INC $2,212.50万0.13%194,113 -17,134-8.1% -$195.29万 减仓
TMO THERMO FISHER SCIENTIFIC INC $2,222.40万0.13%45,214 -4,505-9.1% -$221.43万 减仓
OXY OCCIDENTAL PETE CORP $2,228.40万0.13%342,831 342,831— $2,228.40万 新建仓
GGG GRACO INC $2,314.13万0.14%273,376 -70,200-20.4% -$594.24万 减仓
TTE TOTALENERGIES SE $2,344.15万0.14%257,655 -36,713-12.5% -$334.01万 减仓
CMI CUMMINS INC $2,389.67万0.14%44,416 -112,630-71.7% -$6,059.72万 减仓
BJ BJS WHSL CLUB HLDGS INC $2,394.16万0.14%243,260 243,260— $2,394.16万 新建仓
VST VISTRA CORP $2,401.90万0.15%159,775 159,775— $2,401.90万 新建仓
TMUS T-MOBILE US INC $2,482.72万0.15%118,208 118,208— $2,482.72万 新建仓