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 |
|---|---|---|---|---|---|---|---|---|
| HUBB | HUBBELL INC | $1,485.94万 | 0.08% | 28,401 | -5,390 | -16.0% | -$282.00万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $1,477.18万 | 0.08% | 28,995 | -77,942 | -72.9% | -$3,970.83万 | 减仓 |
| AMGN | AMGEN INC | $1,371.71万 | 0.08% | 37,880 | -2,053 | -5.1% | -$74.34万 | 减仓 |
| CRM | SALESFORCE INC | $1,338.77万 | 0.08% | 85,457 | 5,924 | 7.4% | $92.81万 | 加仓 |
| AEE | AMEREN CORP | $1,332.48万 | 0.08% | 117,877 | 5,664 | 5.0% | $64.03万 | 加仓 |
| EHC | ENCOMPASS HEALTH CORP | $1,332.31万 | 0.08% | 131,807 | -36,820 | -21.8% | -$372.18万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $1,326.63万 | 0.08% | 540,380 | -177,347 | -24.7% | -$435.39万 | 减仓 |
| CMS | CMS ENERGY CORP | $1,293.03万 | 0.07% | 169,023 | -6,740 | -3.8% | -$51.56万 | 减仓 |
| CME | CME GROUP INC | $1,276.02万 | 0.07% | 57,783 | -2,587 | -4.3% | -$57.13万 | 减仓 |
| OGE | OGE ENERGY CORP | $1,262.85万 | 0.07% | 259,526 | -13,361 | -4.9% | -$65.01万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $1,260.01万 | 0.07% | 107,905 | -5,558 | -4.9% | -$64.90万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $1,122.40万 | 0.06% | 68,619 | -4,231 | -5.8% | -$69.21万 | 减仓 |
| ACM | AECOM | $826.57万 | 0.05% | 118,420 | 118,420 | — | $826.57万 | 新建仓 |
| EVR | EVERCORE INC | $632.18万 | 0.04% | 18,515 | -25,960 | -58.4% | -$886.38万 | 减仓 |
| RGLD | ROYAL GOLD INC | $627.55万 | 0.04% | 31,439 | -4,043 | -11.4% | -$80.70万 | 减仓 |
| POST | POST HLDGS INC | $334.48万 | 0.02% | 37,897 | -33,292 | -46.8% | -$293.84万 | 减仓 |
| YOU | CLEAR SECURE INC | $236.04万 | 0.01% | 42,355 | -30,298 | -41.7% | -$168.85万 | 减仓 |
| GWW | WW GRAINGER INC | $28.43万 | 0.00% | 209 | -19 | -8.3% | -$2.58万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $22.15万 | 0.00% | 446 | -39 | -8.0% | -$1.94万 | 减仓 |
| LYG | LLOYDS BANKING GROUP PLC | $6.51万 | 0.00% | 11,168 | -13,526 | -54.8% | -$7.89万 | 减仓 |
| 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 |