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 |
|---|---|---|---|---|---|---|---|---|
| IRM | IRON MTN INC DEL | $0 | 0.00% | 0 | -616,513 | -100.0% | -$6,297.06万 | 清仓 |
| PAYX | PAYCHEX INC | $0 | 0.00% | 0 | -516,948 | -100.0% | -$4,762.12万 | 清仓 |
| EPAM | EPAM SYS INC | $0 | 0.00% | 0 | -187,134 | -100.0% | -$2,533.79万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | -45,214 | -100.0% | -$2,222.40万 | 清仓 |
| AMPH | AMPHASTAR PHARMACEUTICALS IN | $0 | 0.00% | 0 | -898,895 | -100.0% | -$1,760.94万 | 清仓 |
| UNP | UNION PAC CORP | $0 | 0.00% | 0 | -66,008 | -100.0% | -$1,601.49万 | 清仓 |
| NEM | NEWMONT CORP | $0 | 0.00% | 0 | -67,914 | -100.0% | -$735.17万 | 清仓 |
| IWD | ISHARES TR | $0 | 0.00% | 0 | -10,432 | -100.0% | -$222.90万 | 清仓 |
| ENB | ENBRIDGE INC | $0 | 0.00% | 0 | -30,013 | -100.0% | -$162.49万 | 清仓 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | -10,259 | -100.0% | -$133.28万 | 清仓 |
| BALL | BALL CORP | $0 | 0.00% | 0 | -21,113 | -100.0% | -$124.80万 | 清仓 |
| MSGE | MADISON SQUARE GARDEN ENTMT | $0 | 0.00% | 0 | -20,577 | -100.0% | -$121.22万 | 清仓 |
| CRL | CHARLES RIV LABS INTL INC | $0 | 0.00% | 0 | -6,308 | -100.0% | -$108.81万 | 清仓 |
| VNT | VONTIER CORPORATION | $0 | 0.00% | 0 | -25,694 | -100.0% | -$91.14万 | 清仓 |
| TBBK | BANCORP INC DEL | $0 | 0.00% | 0 | -14,930 | -100.0% | -$80.22万 | 清仓 |
| MORN | MORNINGSTAR INC | $0 | 0.00% | 0 | -4,547 | -100.0% | -$76.87万 | 清仓 |
| MCRI | MONARCH CASINO & RESORT INC | $0 | 0.00% | 0 | -3,035 | -100.0% | -$29.01万 | 清仓 |
| MFC | MANULIFE FINL CORP | $0 | 0.00% | 0 | -8,383 | -100.0% | -$28.87万 | 清仓 |
| BTI | BRITISH AMERN TOB PLC | $0 | 0.00% | 0 | -4,823 | -100.0% | -$28.20万 | 清仓 |
| EQNR | EQUINOR ASA | $0 | 0.00% | 0 | -6,291 | -100.0% | -$26.55万 | 清仓 |
| GSK | GSK PLC | $0 | 0.00% | 0 | -4,379 | -100.0% | -$24.17万 | 清仓 |
| SNY | SANOFI SA | $0 | 0.00% | 0 | -4,996 | -100.0% | -$24.07万 | 清仓 |
| NVS | NOVARTIS AG | $0 | 0.00% | 0 | -1,525 | -100.0% | -$23.29万 | 清仓 |
| LYG | LLOYDS BANKING GROUP PLC | $6.51万 | 0.00% | 11,168 | -13,526 | -54.8% | -$7.89万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $22.15万 | 0.00% | 446 | -39 | -8.0% | -$1.94万 | 减仓 |
| GWW | WW GRAINGER INC | $28.43万 | 0.00% | 209 | -19 | -8.3% | -$2.58万 | 减仓 |
| YOU | CLEAR SECURE INC | $236.04万 | 0.01% | 42,355 | -30,298 | -41.7% | -$168.85万 | 减仓 |
| POST | POST HLDGS INC | $334.48万 | 0.02% | 37,897 | -33,292 | -46.8% | -$293.84万 | 减仓 |
| RGLD | ROYAL GOLD INC | $627.55万 | 0.04% | 31,439 | -4,043 | -11.4% | -$80.70万 | 减仓 |
| EVR | EVERCORE INC | $632.18万 | 0.04% | 18,515 | -25,960 | -58.4% | -$886.38万 | 减仓 |
| ACM | AECOM | $826.57万 | 0.05% | 118,420 | 118,420 | — | $826.57万 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $1,122.40万 | 0.06% | 68,619 | -4,231 | -5.8% | -$69.21万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $1,260.01万 | 0.07% | 107,905 | -5,558 | -4.9% | -$64.90万 | 减仓 |
| OGE | OGE ENERGY CORP | $1,262.85万 | 0.07% | 259,526 | -13,361 | -4.9% | -$65.01万 | 减仓 |
| CME | CME GROUP INC | $1,276.02万 | 0.07% | 57,783 | -2,587 | -4.3% | -$57.13万 | 减仓 |
| CMS | CMS ENERGY CORP | $1,293.03万 | 0.07% | 169,023 | -6,740 | -3.8% | -$51.56万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $1,326.63万 | 0.08% | 540,380 | -177,347 | -24.7% | -$435.39万 | 减仓 |
| EHC | ENCOMPASS HEALTH CORP | $1,332.31万 | 0.08% | 131,807 | -36,820 | -21.8% | -$372.18万 | 减仓 |
| AEE | AMEREN CORP | $1,332.48万 | 0.08% | 117,877 | 5,664 | 5.0% | $64.03万 | 加仓 |
| CRM | SALESFORCE INC | $1,338.77万 | 0.08% | 85,457 | 5,924 | 7.4% | $92.81万 | 加仓 |
| AMGN | AMGEN INC | $1,371.71万 | 0.08% | 37,880 | -2,053 | -5.1% | -$74.34万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $1,477.18万 | 0.08% | 28,995 | -77,942 | -72.9% | -$3,970.83万 | 减仓 |
| HUBB | HUBBELL INC | $1,485.94万 | 0.08% | 28,401 | -5,390 | -16.0% | -$282.00万 | 减仓 |
| BMI | BADGER METER INC | $1,515.29万 | 0.09% | 102,122 | 1,250 | 1.2% | $18.55万 | 加仓 |
| GGG | GRACO INC | $1,527.78万 | 0.09% | 202,061 | -71,315 | -26.1% | -$539.21万 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $1,534.07万 | 0.09% | 201,084 | -10,365 | -4.9% | -$79.07万 | 减仓 |
| LEA | LEAR CORP | $1,539.68万 | 0.09% | 114,850 | 114,850 | — | $1,539.68万 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP | $1,574.82万 | 0.09% | 324,238 | -18,593 | -5.4% | -$90.31万 | 减仓 |
| HON | HONEYWELL INTL INC | $1,593.18万 | 0.09% | 71,156 | -76,245 | -51.7% | -$1,707.13万 | 减仓 |
| SNA | SNAP ON INC | $1,645.13万 | 0.09% | 40,883 | -3,924 | -8.8% | -$157.90万 | 减仓 |
| PPG | PPG INDS INC | $1,645.36万 | 0.09% | 135,655 | 13,501 | 11.1% | $163.75万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $1,662.15万 | 0.09% | 78,006 | 8,171 | 11.7% | $174.11万 | 加仓 |
| NXT | NEXTPOWER INC | $1,663.06万 | 0.09% | 139,589 | -5,435 | -3.7% | -$64.75万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $1,678.87万 | 0.10% | 181,952 | -47,678 | -20.8% | -$439.92万 | 减仓 |
| MLI | MUELLER INDS INC | $1,752.02万 | 0.10% | 285,044 | -39,833 | -12.3% | -$244.83万 | 减仓 |
| RTX | RTX CORPORATION | $1,760.13万 | 0.10% | 92,770 | 118 | 0.1% | $2.24万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $1,763.13万 | 0.10% | 194,907 | -7,799 | -3.8% | -$70.55万 | 减仓 |
| TMUS | T-MOBILE US INC | $1,847.58万 | 0.11% | 110,152 | -8,056 | -6.8% | -$135.12万 | 减仓 |
| TTE | TOTALENERGIES SE | $1,892.69万 | 0.11% | 243,401 | -14,254 | -5.5% | -$110.84万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $1,951.51万 | 0.11% | 51,996 | -2,153 | -4.0% | -$80.81万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $1,956.61万 | 0.11% | 24,618 | -10,308 | -29.5% | -$819.27万 | 减仓 |
| CUBE | CUBESMART | $2,013.48万 | 0.11% | 506,280 | 483,916 | 2,163.8% | $1,924.53万 | 重新持有 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $2,028.84万 | 0.12% | 81,160 | -3,184 | -3.8% | -$79.59万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $2,113.32万 | 0.12% | 144,116 | -7,805 | -5.1% | -$114.45万 | 减仓 |
| PLD | PROLOGIS INC. | $2,120.97万 | 0.12% | 156,564 | -8,575 | -5.2% | -$116.17万 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC | $2,129.88万 | 0.12% | 76,097 | -16,675 | -18.0% | -$466.72万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $2,200.65万 | 0.13% | 66,662 | -41,820 | -38.6% | -$1,380.56万 | 减仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $2,217.00万 | 0.13% | 995,956 | 995,956 | — | $2,217.00万 | 新建仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $2,396.26万 | 0.14% | 152,667 | -6,136 | -3.9% | -$96.31万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $2,478.02万 | 0.14% | 186,556 | -7,557 | -3.9% | -$100.38万 | 减仓 |
| APH | AMPHENOL CORP | $2,479.54万 | 0.14% | 140,627 | -5,584 | -3.8% | -$98.46万 | 减仓 |
| ATI | ATI INC | $2,533.84万 | 0.14% | 128,556 | 42,955 | 50.2% | $846.64万 | 加仓 |
| CVLT | COMMVAULT SYS INC | $2,724.18万 | 0.15% | 192,209 | -7,657 | -3.8% | -$108.52万 | 减仓 |
| CMI | CUMMINS INC | $2,739.72万 | 0.16% | 38,414 | -6,002 | -13.5% | -$428.07万 | 减仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $2,768.23万 | 0.16% | 317,385 | 74,125 | 30.5% | $646.52万 | 加仓 |
| JLL | JONES LANG LASALLE INC | $2,832.97万 | 0.16% | 91,401 | -24,778 | -21.3% | -$767.99万 | 减仓 |
| WFC | WELLS FARGO & CO | $2,847.16万 | 0.16% | 344,526 | -3,894 | -1.1% | -$32.18万 | 减仓 |
| MCK | MCKESSON CORP | $2,861.38万 | 0.16% | 37,869 | -7,386 | -16.3% | -$558.09万 | 减仓 |
| EMR | EMERSON ELEC CO | $2,884.67万 | 0.16% | 201,514 | -2,094 | -1.0% | -$29.98万 | 减仓 |
| VTR | VENTAS INC | $2,920.39万 | 0.17% | 328,873 | -20,041 | -5.7% | -$177.96万 | 减仓 |
| CART | MAPLEBEAR INC | $2,931.32万 | 0.17% | 619,075 | -127,056 | -17.0% | -$601.61万 | 减仓 |
| TTC | TORO CO | $2,977.09万 | 0.17% | 305,593 | -24,021 | -7.3% | -$234.01万 | 减仓 |
| AZN | ASTRAZENECA PLC | $2,983.03万 | 0.17% | 157,316 | 20,184 | 14.7% | $382.73万 | 加仓 |
| NOW | SERVICENOW INC | $3,110.82万 | 0.18% | 313,338 | 24,547 | 8.5% | $243.70万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $3,153.63万 | 0.18% | 75,876 | 1,248 | 1.7% | $51.87万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $3,298.61万 | 0.19% | 93,118 | 8,138 | 9.6% | $288.28万 | 加仓 |
| WMT | WALMART INC | $3,348.89万 | 0.19% | 295,682 | -14,762 | -4.8% | -$167.19万 | 减仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $3,407.94万 | 0.19% | 885,179 | -149,524 | -14.5% | -$575.67万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $3,496.21万 | 0.20% | 60,185 | -165,637 | -73.3% | -$9,622.02万 | 减仓 |
| SBUX | STARBUCKS CORP | $3,530.16万 | 0.20% | 345,451 | 345,451 | — | $3,530.16万 | 新建仓 |
| FANG | DIAMONDBACK ENERGY INC | $3,546.70万 | 0.20% | 201,769 | -5,897 | -2.8% | -$103.66万 | 减仓 |
| BLK | BLACKROCK INC | $3,657.29万 | 0.21% | 38,035 | 985 | 2.7% | $94.71万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $3,703.65万 | 0.21% | 403,976 | 225,763 | 126.7% | $2,069.80万 | 加仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $3,767.68万 | 0.21% | 1,015,000 | -249,009 | -19.7% | -$924.32万 | 减仓 |
| UNM | UNUM GROUP | $3,885.13万 | 0.22% | 434,578 | 434,578 | — | $3,885.13万 | 新建仓 |
| ETN | EATON CORP PLC | $3,898.70万 | 0.22% | 91,493 | -17,142 | -15.8% | -$730.45万 | 减仓 |
| QXO | QXO INC | $4,118.86万 | 0.23% | 2,383,598 | 286,680 | 13.7% | $495.38万 | 加仓 |
| FTNT | FORTINET INC | $4,134.10万 | 0.24% | 269,112 | 17,454 | 6.9% | $268.13万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $4,145.01万 | 0.24% | 467,834 | -72,849 | -13.5% | -$645.44万 | 减仓 |
| VST | VISTRA CORP | $4,242.12万 | 0.24% | 267,422 | 107,647 | 67.4% | $1,707.60万 | 加仓 |