Epoch Investment Partners, Inc.
New York NY · SEC CIK 0001305841
$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
26Q126Q2
前十大持仓 占组合比例
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 | $0 | 0.00% | 0 | -413,547 | -100.0% | -$7,603.48万 | 清仓 |
| GNTX | GENTEX CORP | $0 | 0.00% | 0 | -1,481,131 | -100.0% | -$3,446.59万 | 清仓 |
| CORT | CORCEPT THERAPEUTICS INC | $0 | 0.00% | 0 | -816,652 | -100.0% | -$2,841.95万 | 清仓 |
| AX | AXOS FINANCIAL INC | $0 | 0.00% | 0 | -38,051 | -100.0% | -$327.85万 | 清仓 |
| CIGI | COLLIERS INTL GROUP INC | $0 | 0.00% | 0 | -16,873 | -100.0% | -$248.05万 | 清仓 |
| CASH | PATHWARD FINANCIAL INC | $0 | 0.00% | 0 | -33,116 | -100.0% | -$235.12万 | 清仓 |
| HOMB | HOME BANCSHARES INC | $0 | 0.00% | 0 | -81,690 | -100.0% | -$226.93万 | 清仓 |
| KRP | KIMBELL RTY PARTNERS LP | $0 | 0.00% | 0 | -178,874 | -100.0% | -$210.36万 | 清仓 |
| LBRT | LIBERTY ENERGY INC | $0 | 0.00% | 0 | -106,379 | -100.0% | -$196.38万 | 清仓 |
| PATK | PATRICK INDS INC | $0 | 0.00% | 0 | -17,479 | -100.0% | -$189.52万 | 清仓 |
| MIDD | MIDDLEBY CORP | $0 | 0.00% | 0 | -11,797 | -100.0% | -$175.39万 | 清仓 |
| LYFT | LYFT INC | $0 | 0.00% | 0 | -90,151 | -100.0% | -$174.62万 | 清仓 |
| RMBS | RAMBUS INC DEL | $0 | 0.00% | 0 | -17,603 | -100.0% | -$161.75万 | 清仓 |
| APAM | ARTISAN PARTNERS ASSET MGMT | $0 | 0.00% | 0 | -36,943 | -100.0% | -$150.51万 | 清仓 |
| DFH | DREAM FINDERS HOMES INC | $0 | 0.00% | 0 | -83,275 | -100.0% | -$142.40万 | 清仓 |
| OLED | UNIVERSAL DISPLAY CORP | $0 | 0.00% | 0 | -10,046 | -100.0% | -$117.32万 | 清仓 |
| SMBC | SOUTHERN MO BANCORP INC | $0 | 0.00% | 0 | -17,544 | -100.0% | -$103.72万 | 清仓 |
| ENSG | ENSIGN GROUP INC | $0 | 0.00% | 0 | -5,752 | -100.0% | -$100.20万 | 清仓 |
| RUSHA | RUSH ENTERPRISES INC | $0 | 0.00% | 0 | -15,559 | -100.0% | -$83.93万 | 清仓 |
| CUBE | CUBESMART | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ALG | ALAMO GROUP INC | $0 | 0.00% | 0 | -4,578 | -100.0% | -$76.85万 | 清仓 |
| PLOW | DOUGLAS DYNAMICS INC | $0 | 0.00% | 0 | -23,136 | -100.0% | -$75.54万 | 清仓 |
| BBCP | CONCRETE PUMPING HLDGS INC | $0 | 0.00% | 0 | -106,862 | -100.0% | -$71.70万 | 清仓 |
| BLBD | BLUE BIRD CORP | $0 | 0.00% | 0 | -15,011 | -100.0% | -$70.55万 | 清仓 |
| MAC | MACERICH CO | $0 | 0.00% | 0 | -26,232 | -100.0% | -$48.42万 | 清仓 |
| KRG | KITE RLTY GROUP TR | $0 | 0.00% | 0 | -17,367 | -100.0% | -$41.63万 | 清仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $0 | 0.00% | 0 | -14,151 | -100.0% | -$38.42万 | 清仓 |
| ESAB | ESAB CORPORATION | $0 | 0.00% | 0 | -2,192 | -100.0% | -$24.49万 | 清仓 |
| ABG | ASBURY AUTOMOTIVE GROUP INC | $0 | 0.00% | 0 | -960 | -100.0% | -$22.32万 | 清仓 |
| CWK | CUSHMAN AND WAKEFIELD LTD | $0 | 0.00% | 0 | -13,686 | -100.0% | -$22.16万 | 清仓 |
| PZZA | PAPA JOHNS INTL INC | $0 | 0.00% | 0 | -5,739 | -100.0% | -$22.09万 | 清仓 |
| RXO | RXO INC | $0 | 0.00% | 0 | -11,737 | -100.0% | -$14.84万 | 清仓 |
| LYG | LLOYDS BANKING GROUP PLC | $12.42万 | 0.00% | 24,694 | 12,322 | 99.6% | $6.20万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $21.66万 | 0.00% | 485 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 15,879 | 81.0% | $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 | 9,079 | 14.2% | $156.69万 | 加仓 |
| VOYA | VOYA FINANCIAL INC | $1,297.73万 | 0.08% | 189,949 | 22,439 | 13.4% | $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 | 13,312 | 5.1% | $63.84万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $1,313.56万 | 0.08% | 113,463 | 8,429 | 8.0% | $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 | 4,204 | 2.4% | $35.83万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $1,529.53万 | 0.09% | 69,835 | 2,788 | 4.2% | $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 | 1,022 | 2.3% | $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 | 81,005 | 685.8% | $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 | 3,765 | 6.7% | $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 |