Applied Materials Inc
AMAT- 交易所
- Nasdaq
- 產業
- Semiconductors & Related Devices
- SEC CIK
- 0000006951
近 90 天，Applied Materials Inc 內部人申報 0 筆公開市場買進、2 筆賣出；2026 年第 2 季末有 3,520 家機構在 13F 申報持有，市值合計 $4,765 億；Coatue、老虎環球等 8 位大師持有。
2026 年第 1 季 13F 持有人
Applied Materials Inc 在 2026/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 2,955
- 較 2025 年第 4 季 +355 家
- 持有股數
- 6.43 億
- 較 2025 年第 4 季 +7,171 萬 (+12.5%)
- 總市值
- $2,190 億
- 較 2025 年第 4 季 +$722.3 億 (+49.2%)
- 新進機構
- 465
- 另有 976 家加碼
- 清倉機構
- 110
- 另有 1,162 家減碼
另有 45 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 AMAT 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 3,520 | $4,765 億 |
| 2026 年第 1 季 | 2,955 | $2,190 億 |
| 2025 年第 4 季 | 2,645 | $1,697 億 |
| 2025 年第 3 季 | 2,362 | $1,293 億 |
| 2025 年第 2 季 | 2,323 | $1,150 億 |
| 2025 年第 1 季 | 2,166 | $916.4 億 |
| 2024 年第 4 季 | 2,240 | $1,052 億 |
| 2024 年第 3 季 | 2,216 | $1,324 億 |
| 2024 年第 2 季 | 2,286 | $1,563 億 |
| 2024 年第 1 季 | 2,221 | $1,353 億 |
| 2023 年第 4 季 | 2,034 | $1,090 億 |
| 2023 年第 3 季 | 1,852 | $928.1 億 |
| 2023 年第 2 季 | 1,830 | $963.2 億 |
| 2023 年第 1 季 | 1,761 | $825.3 億 |
| 2022 年第 4 季 | 1,685 | $651.2 億 |
| 2022 年第 3 季 | 1,561 | $545.1 億 |
| 2022 年第 2 季 | 1,631 | $603.9 億 |
| 2022 年第 1 季 | 1,781 | $899.4 億 |
| 2021 年第 4 季 | 1,846 | $1,095 億 |
| 2021 年第 3 季 | 1,638 | $900.9 億 |
| 2021 年第 2 季 | 1,649 | $1,010 億 |
| 2021 年第 1 季 | 1,597 | $980.5 億 |
2026 年第 1 季持有機構
每家機構持有 Applied Materials Inc 的股數、市值與佔組合比重；股數變化跟 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Sovereign Financial Group, Inc. | 1,474 | $50.4 萬 | 0.09% | +45+3.1% | 加碼 |
| Allen Investment Management LLC | 1,483 | $50.7 萬 | 0.01% | 00.0% | 不變 |
| Stockman Wealth Management, Inc. | 1,483 | $50.7 萬 | 0.06% | +200+15.6% | 加碼 |
| Banque Transatlantique SA | 1,484 | $50.7 萬 | 0.01% | −898−37.7% | 減碼 |
| West Wealth Group, LLC | 1,485 | $50.8 萬 | 0.10% | +8+0.5% | 加碼 |
| Warm Springs Advisors Inc. | 1,487 | $50.8 萬 | 0.43% | 00.0% | 不變 |
| Transamerica Financial Advisors, Inc. | 1,489 | $50.9 萬 | 0.04% | +1,000+204.5% | 加碼 |
| Keystone Financial Group | 1,494 | $51.1 萬 | 0.03% | −29−1.9% | 減碼 |
| Farmers & Merchants Investments Inc | 1,497 | $51.2 萬 | 0.01% | +28+1.9% | 加碼 |
| Capital Advisors Wealth Management, LLC | 1,498 | $51.2 萬 | 0.07% | −5−0.3% | 減碼 |
| Newbridge Financial Services Group, Inc. | 1,499 | $51.2 萬 | 0.08% | +64+4.5% | 加碼 |
| New Republic Capital, LLC | 1,503 | $51.4 萬 | 0.17% | −167−10.0% | 減碼 |
| Twin Peaks Wealth Advisors, LLC | 1,508 | $51.5 萬 | 0.13% | −52−3.3% | 減碼 |
| a16z Perennial Management, L.P. | 1,512 | $51.7 萬 | 0.04% | −193−11.3% | 減碼 |
| Jacobsen Capital Management | 1,515 | $51.8 萬 | 0.17% | +15+1.0% | 加碼 |
| Paradigm Capital Management, LLC | 1,515 | $51.8 萬 | 0.47% | 00.0% | 不變 |
| Element Wealth, LLC | 1,519 | $51.9 萬 | 0.22% | −57−3.6% | 減碼 |
| Warwick Investment Management, Inc. | 1,519 | $51.9 萬 | 0.08% | +59+4.0% | 加碼 |
| Monetary Management Group Inc | 1,525 | $52.1 萬 | 0.12% | 00.0% | 不變 |
| KWB Wealth | 2,029 | $52.1 萬 | 0.05% | 00.0% | 不變 |
| Cary Street Partner Investment Advisory LLC | 1,528 | $52.2 萬 | 0.13% | +405+36.1% | 加碼 |
| Capital Analysts, LLC | 1,530 | $52.3 萬 | 0.01% | 00.0% | 不變 |
| Keyvantage Wealth, LLC | 1,532 | $52.4 萬 | 0.23% | +2+0.1% | 加碼 |
| Legacy Trust | 1,533 | $52.4 萬 | 0.10% | +1,533 | 新進 |
| Basepoint Wealth LLC | 1,534 | $52.4 萬 | 0.30% | +8+0.5% | 加碼 |
| Douglas Lane & Associates, LLC | 1,540 | $52.6 萬 | 0.01% | −753−32.8% | 減碼 |
| Centurion Wealth Management LLC | 1,542 | $52.7 萬 | 0.12% | +172+12.6% | 加碼 |
| Horst & Graben Wealth Management LLC | 1,304 | $52.8 萬 | 0.07% | +27+2.1% | 加碼 |
| LeConte Wealth Management, LLC | 1,546 | $52.8 萬 | 0.34% | +50+3.3% | 加碼 |
| Intesa Sanpaolo Wealth Management | 1,546 | $52.8 萬 | 0.13% | −500−24.4% | 減碼 |
| Builder Investment Group Inc | 1,550 | $53.0 萬 | 0.11% | 00.0% | 不變 |
| Sbe LLC Dba Cedar Cove Wealth Partners | 1,554 | $53.1 萬 | 0.28% | −84−5.1% | 減碼 |
| Lee Danner & Bass Inc | 1,558 | $53.2 萬 | 0.03% | 00.0% | 不變 |
| AdvisorShares Investments LLC | 1,562 | $53.4 萬 | 0.10% | −300−16.1% | 減碼 |
| Breakwater Capital Group | 1,562 | $53.4 萬 | 0.07% | 00.0% | 不變 |
| Redhawk Wealth Advisors, Inc. | 1,565 | $53.5 萬 | 0.06% | +539+52.5% | 加碼 |
| Chapin Davis, Inc. | 1,566 | $53.5 萬 | 0.12% | −6−0.4% | 減碼 |
| Quantessence Capital LLC | 1,567 | $53.6 萬 | 2.61% | +1,567 | 新進 |
| Pension & Wealth Management Advisors, Inc. | 1,567 | $53.6 萬 | 0.16% | 00.0% | 不變 |
| BlackDiamond Wealth Management Inc. | 1,569 | $53.6 萬 | 0.26% | +235+17.6% | 加碼 |
| SCS Capital Management LLC | 1,575 | $53.8 萬 | 0.01% | −282−15.2% | 減碼 |
| Capstone Investment Advisors, LLC | 1,576 | $53.9 萬 | 0.00% | +395+33.4% | 加碼 |
| Hapanowicz & Associates Financial Services, Inc | 1,577 | $53.9 萬 | 0.21% | 00.0% | 不變 |
| Piedmont Capital Management, LLC | 1,578 | $53.9 萬 | 0.36% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 1,580 | $54.0 萬 | 0.08% | +489+44.8% | 加碼 |
| Sunburst Financial Group, LLC | 1,581 | $54.0 萬 | 0.10% | +28+1.8% | 加碼 |
| Perennial Investment Advisors, LLC | 1,581 | $54.0 萬 | 0.04% | +152+10.6% | 加碼 |
| Saturna Capital CORP | 1,590 | $54.3 萬 | 0.01% | +405+34.2% | 加碼 |
| Planned Solutions, Inc. | 1,598 | $54.6 萬 | 0.18% | +6+0.4% | 加碼 |
| Orleans Capital Management Corp | 1,600 | $54.7 萬 | 0.37% | 00.0% | 不變 |
| Libra Wealth LLC | 1,600 | $54.7 萬 | 0.15% | 00.0% | 不變 |
| Payden & Rygel | 1,600 | $54.7 萬 | 0.04% | 00.0% | 不變 |
| R. W. Roge & Company, Inc. | 1,602 | $54.7 萬 | 0.26% | 00.0% | 不變 |
| Woodmont Investment Counsel LLC | 1,606 | $54.9 萬 | 0.03% | −201−11.1% | 減碼 |
| West Family Investments, Inc. | 1,609 | $55.0 萬 | 0.19% | −475−22.8% | 減碼 |
| Syverson Strege & Co | 1,609 | $55.0 萬 | 0.13% | −369−18.7% | 減碼 |
| R Squared Ltd | 1,611 | $55.1 萬 | 0.30% | +1,611 | 新進 |
| Braun-Bostich & Associates Inc. | 1,613 | $55.1 萬 | 0.35% | −149−8.5% | 減碼 |
| Allred Capital Management, LLC | 1,613 | $55.1 萬 | 0.20% | +1,613 | 新進 |
| UMA Financial Services, Inc. | 1,619 | $55.3 萬 | 0.08% | −1,179−42.1% | 減碼 |
| Cahill Financial Advisors Inc | 1,622 | $55.4 萬 | 0.06% | −176−9.8% | 減碼 |
| Narus Financial Partners, LLC | 1,627 | $55.6 萬 | 0.15% | +35+2.2% | 加碼 |
| Novak & Powell Financial Services, Inc. | 1,627 | $55.6 萬 | 0.30% | 00.0% | 不變 |
| Bank of Jackson Hole Trust | 1,630 | $55.7 萬 | 0.27% | 00.0% | 不變 |
| Diversify Advisory Services, LLC | 1,458 | $55.8 萬 | 0.09% | −4,981−77.4% | 減碼 |
| Orca Wealth Management, LLC | 1,633 | $55.8 萬 | 0.40% | +37+2.3% | 加碼 |
| Manchester Capital Management LLC | 1,634 | $55.8 萬 | 0.08% | +82+5.3% | 加碼 |
| Quantum Private Wealth, LLC | 1,645 | $56.2 萬 | 0.17% | +59+3.7% | 加碼 |
| Washington Trust Co | 1,646 | $56.3 萬 | 0.02% | −31−1.8% | 減碼 |
| LCNB Corp | 1,646 | $56.3 萬 | 0.19% | 00.0% | 不變 |
| Moller Financial Services | 1,647 | $56.3 萬 | 0.11% | 00.0% | 不變 |
| TSG Advice Partners, LLC | 1,654 | $56.5 萬 | 0.08% | −7−0.4% | 減碼 |
| Portland Global Advisors LLC | 1,655 | $56.6 萬 | 0.06% | 00.0% | 不變 |
| Mosaic Financial Group, LLC | 1,656 | $56.6 萬 | 0.40% | +3+0.2% | 加碼 |
| EdgeRock Capital LLC | 1,657 | $56.6 萬 | 0.15% | −29−1.7% | 減碼 |
| ROI Financial Advisors, LLC | 1,663 | $56.8 萬 | 0.34% | +472+39.6% | 加碼 |
| Sargent Investment Group, LLC | 1,665 | $56.9 萬 | 0.07% | +36+2.2% | 加碼 |
| Graetz Wealth LLC | 1,668 | $57.0 萬 | 0.51% | +2+0.1% | 加碼 |
| Tritonpoint Wealth, LLC | 1,668 | $57.0 萬 | 0.06% | +81+5.1% | 加碼 |
| Continental Investors Services, Inc. | 1,293 | $57.4 萬 | 0.54% | +307+31.1% | 加碼 |
| Ewa, LLC | 1,679 | $57.4 萬 | 0.13% | +261+18.4% | 加碼 |
| Cedar Mountain Advisors, LLC | 1,680 | $57.4 萬 | 0.11% | −183−9.8% | 減碼 |
| American Trust | 1,682 | $57.5 萬 | 0.05% | −113−6.3% | 減碼 |
| Archer Investment Corp | 1,682 | $57.5 萬 | 0.12% | −7−0.4% | 減碼 |
| Sanchez Levi Garrett | 1,683 | $57.5 萬 | 0.36% | +1,683 | 新進 |
| Ariadne Wealth Management, LP | 1,685 | $57.6 萬 | 0.26% | +123+7.9% | 加碼 |
| Arrow Financial Corp | 1,685 | $57.6 萬 | 0.06% | 00.0% | 不變 |
| Stevens Capital Management LP | 1,686 | $57.6 萬 | 0.09% | −1,606−48.8% | 減碼 |
| Odyssean, LLC | 1,688 | $57.7 萬 | 0.21% | +1,688 | 新進 |
| Trinity Legacy Partners, LLC | 1,459 | $57.7 萬 | 0.12% | −31−2.1% | 減碼 |
| OneAscent Financial Services LLC | 1,690 | $57.8 萬 | 0.03% | +390+30.0% | 加碼 |
| Rossby Financial, LCC | 1,634 | $57.8 萬 | 0.12% | +983+151.0% | 加碼 |
| Quantum Financial Advisors, LLC | 1,692 | $57.8 萬 | 0.06% | +2+0.1% | 加碼 |
| DRW Securities, LLC | 1,694 | $57.9 萬 | 0.03% | −394−18.9% | 減碼 |
| Alexander Labrunerie & Co., Inc. | 1,694 | $57.9 萬 | 0.22% | +3+0.2% | 加碼 |
| MBL Wealth, LLC | 1,694 | $57.9 萬 | 0.04% | +586+52.9% | 加碼 |
| Red Door Wealth Management, LLC | 1,695 | $57.9 萬 | 0.06% | −15−0.9% | 減碼 |
| BCS Wealth Management | 1,696 | $58.0 萬 | 0.12% | −1,692−49.9% | 減碼 |
| Sage Rhino Capital LLC | 1,698 | $58.0 萬 | 0.11% | −37−2.1% | 減碼 |
| Lyell Wealth Management, LP | 1,699 | $58.1 萬 | 0.04% | +532+45.6% | 加碼 |