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 |
|---|---|---|---|---|---|---|---|---|
| MCHP | MICROCHIP TECHNOLOGY INC. | $1.20亿 | 0.68% | 1,313,508 | -10,228 | -0.8% | -$93.28万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $1.21亿 | 0.69% | 1,213,650 | 10,124 | 0.8% | $100.52万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $1.22亿 | 0.69% | 278,323 | -52,814 | -15.9% | -$2,311.35万 | 减仓 |
| CHE | CHEMED CORP NEW | $1.24亿 | 0.71% | 267,290 | 17,167 | 6.9% | $799.54万 | 加仓 |
| AMZN | AMAZON COM INC | $1.25亿 | 0.71% | 525,268 | -72,227 | -12.1% | -$1,721.46万 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $1.26亿 | 0.72% | 447,634 | 39,333 | 9.6% | $1,107.93万 | 加仓 |
| FAST | FASTENAL CO | $1.27亿 | 0.72% | 2,644,825 | -411,570 | -13.5% | -$1,976.77万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $1.28亿 | 0.73% | 754,422 | -55,140 | -6.8% | -$936.72万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $1.30亿 | 0.74% | 1,796,838 | -467,792 | -20.7% | -$3,375.59万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1.33亿 | 0.76% | 524,387 | 243,739 | 86.8% | $6,190.24万 | 加仓 |
| MRK | MERCK & CO INC | $1.35亿 | 0.77% | 1,050,056 | 348,964 | 49.8% | $4,484.19万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $1.35亿 | 0.77% | 1,084,597 | 182,099 | 20.2% | $2,266.04万 | 加仓 |
| YUM | YUM BRANDS INC | $1.35亿 | 0.77% | 845,174 | -25,692 | -3.0% | -$410.71万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $1.37亿 | 0.78% | 267,218 | -10,660 | -3.8% | -$547.50万 | 减仓 |
| MEDP | MEDPACE HLDGS INC | $1.41亿 | 0.80% | 266,547 | 125,588 | 89.1% | $6,651.01万 | 加仓 |
| LLY | ELI LILLY & CO | $1.44亿 | 0.82% | 119,698 | -3,118 | -2.5% | -$373.98万 | 减仓 |
| AGX | ARGAN INC | $1.44亿 | 0.82% | 180,661 | -21,817 | -10.8% | -$1,742.20万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1.47亿 | 0.84% | 522,214 | 24,601 | 4.9% | $691.80万 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $1.47亿 | 0.84% | 114,970 | 21,700 | 23.3% | $2,772.20万 | 加仓 |
| FN | FABRINET | $1.52亿 | 0.87% | 270,754 | -51,596 | -16.0% | -$2,900.11万 | 减仓 |
| ADI | ANALOG DEVICES INC | $1.53亿 | 0.87% | 386,286 | -11,284 | -2.8% | -$448.17万 | 减仓 |
| V | VISA INC | $1.53亿 | 0.87% | 447,275 | 57,407 | 14.7% | $1,969.58万 | 加仓 |
| TXN | TEXAS INSTRS INC | $1.73亿 | 0.99% | 581,891 | 56,061 | 10.7% | $1,671.01万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $1.86亿 | 1.06% | 4,122,475 | -1,335,929 | -24.5% | -$6,026.38万 | 减仓 |
| META | META PLATFORMS INC | $1.94亿 | 1.10% | 344,368 | -88,392 | -20.4% | -$4,979.03万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $1.97亿 | 1.12% | 2,048,119 | -82,208 | -3.9% | -$790.18万 | 减仓 |
| EME | EMCOR GROUP INC | $1.99亿 | 1.13% | 239,577 | -23,246 | -8.8% | -$1,929.14万 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $2.02亿 | 1.15% | 562,557 | 17,507 | 3.2% | $628.50万 | 加仓 |
| CVS | CVS HEALTH CORP | $2.06亿 | 1.17% | 1,991,853 | -47,338 | -2.3% | -$489.71万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2.18亿 | 1.24% | 456,810 | -37,545 | -7.6% | -$1,793.04万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $2.22亿 | 1.26% | 679,231 | -121,311 | -15.2% | -$3,970.87万 | 减仓 |
| NTAP | NETAPP INC | $2.28亿 | 1.29% | 1,470,539 | -273,379 | -15.7% | -$4,230.81万 | 减仓 |
| GOOGL | ALPHABET INC | $2.28亿 | 1.30% | 639,157 | -84,709 | -11.7% | -$3,027.25万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $2.29亿 | 1.30% | 531,131 | -432,909 | -44.9% | -$1.87亿 | 减仓 |
| CSCO | CISCO SYS INC | $2.55亿 | 1.45% | 2,168,053 | -476,804 | -18.0% | -$5,600.54万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $2.57亿 | 1.46% | 592,701 | -40,083 | -6.3% | -$1,736.92万 | 减仓 |
| KLAC | KLA CORP | $2.99亿 | 1.70% | 990,556 | -111,754 | -10.1% | -$3,371.73万 | 减仓 |
| AMAT | APPLIED MATLS INC | $3.33亿 | 1.89% | 460,151 | -199,538 | -30.2% | -$1.44亿 | 减仓 |
| MSFT | MICROSOFT CORP | $3.38亿 | 1.92% | 906,851 | 118,188 | 15.0% | $4,408.65万 | 加仓 |
| ABBV | ABBVIE INC | $3.46亿 | 1.97% | 1,376,588 | -129,554 | -8.6% | -$3,260.10万 | 减仓 |
| AVGO | BROADCOM INC | $3.51亿 | 2.00% | 929,562 | -89,937 | -8.8% | -$3,397.37万 | 减仓 |
| AAPL | APPLE INC | $4.56亿 | 2.59% | 1,576,223 | 344,358 | 28.0% | $9,964.34万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $5.04亿 | 2.87% | 2,521,119 | 400,600 | 18.9% | $8,015.61万 | 加仓 |