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 |
|---|---|---|---|---|---|---|---|---|
| NXST | NEXSTAR MEDIA GROUP INC | $6,289.23万 | 0.36% | 352,160 | 259,343 | 279.4% | $4,631.61万 | 加仓 |
| NI | NISOURCE INC | $6,221.50万 | 0.35% | 1,308,412 | 190,056 | 17.0% | $903.72万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $6,136.79万 | 0.35% | 485,736 | -63,629 | -11.6% | -$803.89万 | 减仓 |
| HRL | HORMEL FOODS CORP | $6,108.87万 | 0.35% | 2,461,270 | 486,285 | 24.6% | $1,206.96万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $6,053.84万 | 0.34% | 270,321 | -9,954 | -3.6% | -$222.92万 | 减仓 |
| TFC | TRUIST FINL CORP | $6,017.46万 | 0.34% | 1,207,841 | -33,147 | -2.7% | -$165.14万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $5,992.88万 | 0.34% | 682,794 | -225,848 | -24.9% | -$1,982.27万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $5,932.42万 | 0.34% | 129,210 | 35,283 | 37.6% | $1,619.95万 | 加仓 |
| HD | HOME DEPOT INC | $5,907.85万 | 0.34% | 167,513 | -4,515 | -2.6% | -$159.24万 | 减仓 |
| MPLX | MPLX LP | $5,892.28万 | 0.34% | 1,046,028 | -81,516 | -7.2% | -$459.18万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $5,851.84万 | 0.33% | 1,937,696 | -186,600 | -8.8% | -$563.53万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $5,842.85万 | 0.33% | 532,281 | 532,281 | — | $5,842.85万 | 新建仓 |
| QSR | RESTAURANT BRANDS INTL INC | $5,798.09万 | 0.33% | 799,626 | -33,712 | -4.0% | -$244.45万 | 减仓 |
| VICI | VICI PPTYS INC | $5,761.24万 | 0.33% | 2,169,957 | -108,330 | -4.8% | -$287.62万 | 减仓 |
| OMC | OMNICOM GROUP INC | $5,702.47万 | 0.32% | 782,984 | -73,735 | -8.6% | -$537.01万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $5,694.80万 | 0.32% | 529,749 | -45,537 | -7.9% | -$489.52万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $5,599.81万 | 0.32% | 343,589 | -161,783 | -32.0% | -$2,636.74万 | 减仓 |
| WSO | WATSCO INC | $5,496.79万 | 0.31% | 131,903 | -1,566 | -1.2% | -$65.26万 | 减仓 |
| LAZ | LAZARD INC | $5,478.63万 | 0.31% | 1,306,301 | -54,565 | -4.0% | -$228.85万 | 减仓 |
| MTN | VAIL RESORTS INC | $5,420.83万 | 0.31% | 398,151 | 10,697 | 2.8% | $145.64万 | 加仓 |
| EOG | EOG RES INC | $5,394.65万 | 0.31% | 415,837 | -55,561 | -11.8% | -$720.79万 | 减仓 |
| ROL | ROLLINS INC | $5,224.76万 | 0.30% | 1,251,740 | 225,840 | 22.0% | $942.66万 | 加仓 |
| VNOM | VIPER ENERGY INC | $5,209.37万 | 0.30% | 1,228,625 | -331,767 | -21.3% | -$1,406.69万 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $5,119.97万 | 0.29% | 328,245 | 328,245 | — | $5,119.97万 | 新建仓 |
| MKC | MCCORMICK & CO INC | $5,105.72万 | 0.29% | 1,012,637 | 73,095 | 7.8% | $368.54万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $5,020.76万 | 0.29% | 396,647 | 22,636 | 6.1% | $286.53万 | 加仓 |
| DCI | DONALDSON INC | $4,980.19万 | 0.28% | 554,772 | -66,242 | -10.7% | -$594.65万 | 减仓 |
| WTRG | ESSENTIAL UTILS INC | $4,912.73万 | 0.28% | 1,282,362 | 92,432 | 7.8% | $354.11万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $4,868.63万 | 0.28% | 203,700 | -62,739 | -23.5% | -$1,499.52万 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $4,834.75万 | 0.28% | 163,314 | 17,602 | 12.1% | $521.09万 | 加仓 |
| OKE | ONEOK INC NEW | $4,782.73万 | 0.27% | 550,118 | -23,611 | -4.1% | -$205.27万 | 减仓 |
| URI | UNITED RENTALS INC | $4,762.22万 | 0.27% | 42,036 | -37,068 | -46.9% | -$4,199.40万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $4,751.57万 | 0.27% | 325,205 | 120,910 | 59.2% | $1,766.62万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $4,725.95万 | 0.27% | 817,073 | -71,715 | -8.1% | -$414.80万 | 减仓 |
| RS | RELIANCE INC | $4,637.65万 | 0.26% | 124,134 | -40,375 | -24.5% | -$1,508.41万 | 减仓 |
| CSL | CARLISLE COS INC | $4,621.36万 | 0.26% | 127,398 | -4,166 | -3.2% | -$151.12万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $4,554.70万 | 0.26% | 1,239,037 | -15,567 | -1.2% | -$57.22万 | 减仓 |
| NNN | NNN REIT INC | $4,503.84万 | 0.26% | 967,943 | -52,290 | -5.1% | -$243.31万 | 减仓 |
| O | REALTY INCOME CORP | $4,443.88万 | 0.25% | 717,217 | 21,197 | 3.0% | $131.34万 | 加仓 |
| MKL | MARKEL GROUP INC | $4,349.94万 | 0.25% | 22,273 | -36,017 | -61.8% | -$7,034.16万 | 减仓 |
| PEP | PEPSICO INC | $4,323.43万 | 0.25% | 319,308 | -27,654 | -8.0% | -$374.44万 | 减仓 |
| LNTH | LANTHEUS HLDGS INC | $4,293.30万 | 0.24% | 386,993 | -262,758 | -40.4% | -$2,915.04万 | 减仓 |
| VOYA | VOYA FINANCIAL INC | $4,249.63万 | 0.24% | 469,417 | 279,468 | 147.1% | $2,530.02万 | 加仓 |
| VST | VISTRA CORP | $4,242.12万 | 0.24% | 267,422 | 107,647 | 67.4% | $1,707.60万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $4,145.01万 | 0.24% | 467,834 | -72,849 | -13.5% | -$645.44万 | 减仓 |
| FTNT | FORTINET INC | $4,134.10万 | 0.24% | 269,112 | 17,454 | 6.9% | $268.13万 | 加仓 |
| QXO | QXO INC | $4,118.86万 | 0.23% | 2,383,598 | 286,680 | 13.7% | $495.38万 | 加仓 |
| ETN | EATON CORP PLC | $3,898.70万 | 0.22% | 91,493 | -17,142 | -15.8% | -$730.45万 | 减仓 |
| UNM | UNUM GROUP | $3,885.13万 | 0.22% | 434,578 | 434,578 | — | $3,885.13万 | 新建仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $3,767.68万 | 0.21% | 1,015,000 | -249,009 | -19.7% | -$924.32万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $3,703.65万 | 0.21% | 403,976 | 225,763 | 126.7% | $2,069.80万 | 加仓 |
| BLK | BLACKROCK INC | $3,657.29万 | 0.21% | 38,035 | 985 | 2.7% | $94.71万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $3,546.70万 | 0.20% | 201,769 | -5,897 | -2.8% | -$103.66万 | 减仓 |
| SBUX | STARBUCKS CORP | $3,530.16万 | 0.20% | 345,451 | 345,451 | — | $3,530.16万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $3,496.21万 | 0.20% | 60,185 | -165,637 | -73.3% | -$9,622.02万 | 减仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $3,407.94万 | 0.19% | 885,179 | -149,524 | -14.5% | -$575.67万 | 减仓 |
| WMT | WALMART INC | $3,348.89万 | 0.19% | 295,682 | -14,762 | -4.8% | -$167.19万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $3,298.61万 | 0.19% | 93,118 | 8,138 | 9.6% | $288.28万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $3,153.63万 | 0.18% | 75,876 | 1,248 | 1.7% | $51.87万 | 加仓 |
| NOW | SERVICENOW INC | $3,110.82万 | 0.18% | 313,338 | 24,547 | 8.5% | $243.70万 | 加仓 |
| AZN | ASTRAZENECA PLC | $2,983.03万 | 0.17% | 157,316 | 20,184 | 14.7% | $382.73万 | 加仓 |
| TTC | TORO CO | $2,977.09万 | 0.17% | 305,593 | -24,021 | -7.3% | -$234.01万 | 减仓 |
| CART | MAPLEBEAR INC | $2,931.32万 | 0.17% | 619,075 | -127,056 | -17.0% | -$601.61万 | 减仓 |
| VTR | VENTAS INC | $2,920.39万 | 0.17% | 328,873 | -20,041 | -5.7% | -$177.96万 | 减仓 |
| EMR | EMERSON ELEC CO | $2,884.67万 | 0.16% | 201,514 | -2,094 | -1.0% | -$29.98万 | 减仓 |
| MCK | MCKESSON CORP | $2,861.38万 | 0.16% | 37,869 | -7,386 | -16.3% | -$558.09万 | 减仓 |
| WFC | WELLS FARGO & CO | $2,847.16万 | 0.16% | 344,526 | -3,894 | -1.1% | -$32.18万 | 减仓 |
| JLL | JONES LANG LASALLE INC | $2,832.97万 | 0.16% | 91,401 | -24,778 | -21.3% | -$767.99万 | 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 |
| CMI | CUMMINS INC | $2,739.72万 | 0.16% | 38,414 | -6,002 | -13.5% | -$428.07万 | 减仓 |
| CVLT | COMMVAULT SYS INC | $2,724.18万 | 0.15% | 192,209 | -7,657 | -3.8% | -$108.52万 | 减仓 |
| ATI | ATI INC | $2,533.84万 | 0.14% | 128,556 | 42,955 | 50.2% | $846.64万 | 加仓 |
| APH | AMPHENOL CORP | $2,479.54万 | 0.14% | 140,627 | -5,584 | -3.8% | -$98.46万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $2,478.02万 | 0.14% | 186,556 | -7,557 | -3.9% | -$100.38万 | 减仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $2,396.26万 | 0.14% | 152,667 | -6,136 | -3.9% | -$96.31万 | 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 |
| TRV | TRAVELERS COMPANIES INC | $2,200.65万 | 0.13% | 66,662 | -41,820 | -38.6% | -$1,380.56万 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC | $2,129.88万 | 0.12% | 76,097 | -16,675 | -18.0% | -$466.72万 | 减仓 |
| PLD | PROLOGIS INC. | $2,120.97万 | 0.12% | 156,564 | -8,575 | -5.2% | -$116.17万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $2,113.32万 | 0.12% | 144,116 | -7,805 | -5.1% | -$114.45万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $2,028.84万 | 0.12% | 81,160 | -3,184 | -3.8% | -$79.59万 | 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 |
| CASY | CASEYS GEN STORES INC | $1,956.61万 | 0.11% | 24,618 | -10,308 | -29.5% | -$819.27万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $1,951.51万 | 0.11% | 51,996 | -2,153 | -4.0% | -$80.81万 | 减仓 |
| TTE | TOTALENERGIES SE | $1,892.69万 | 0.11% | 243,401 | -14,254 | -5.5% | -$110.84万 | 减仓 |
| TMUS | T-MOBILE US INC | $1,847.58万 | 0.11% | 110,152 | -8,056 | -6.8% | -$135.12万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $1,763.13万 | 0.10% | 194,907 | -7,799 | -3.8% | -$70.55万 | 减仓 |
| RTX | RTX CORPORATION | $1,760.13万 | 0.10% | 92,770 | 118 | 0.1% | $2.24万 | 加仓 |
| MLI | MUELLER INDS INC | $1,752.02万 | 0.10% | 285,044 | -39,833 | -12.3% | -$244.83万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $1,678.87万 | 0.10% | 181,952 | -47,678 | -20.8% | -$439.92万 | 减仓 |
| NXT | NEXTPOWER INC | $1,663.06万 | 0.09% | 139,589 | -5,435 | -3.7% | -$64.75万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $1,662.15万 | 0.09% | 78,006 | 8,171 | 11.7% | $174.11万 | 加仓 |
| PPG | PPG INDS INC | $1,645.36万 | 0.09% | 135,655 | 13,501 | 11.1% | $163.75万 | 加仓 |
| SNA | SNAP ON INC | $1,645.13万 | 0.09% | 40,883 | -3,924 | -8.8% | -$157.90万 | 减仓 |
| HON | HONEYWELL INTL INC | $1,593.18万 | 0.09% | 71,156 | -76,245 | -51.7% | -$1,707.13万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $1,574.82万 | 0.09% | 324,238 | -18,593 | -5.4% | -$90.31万 | 减仓 |
| LEA | LEAR CORP | $1,539.68万 | 0.09% | 114,850 | 114,850 | — | $1,539.68万 | 新建仓 |
| LNT | ALLIANT ENERGY CORP | $1,534.07万 | 0.09% | 201,084 | -10,365 | -4.9% | -$79.07万 | 减仓 |
| GGG | GRACO INC | $1,527.78万 | 0.09% | 202,061 | -71,315 | -26.1% | -$539.21万 | 减仓 |
| BMI | BADGER METER INC | $1,515.29万 | 0.09% | 102,122 | 1,250 | 1.2% | $18.55万 | 加仓 |