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
- 2,954
- 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 1,161 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 |
|---|---|---|---|---|---|
| 49 Wealth Management, LLC | 2,637 | $90.1 萬 | 0.07% | −4−0.2% | 減碼 |
| Impact Investors, Inc | 2,636 | $90.1 萬 | 0.63% | −1,064−28.8% | 減碼 |
| BAM Wealth Management, LLC | 2,622 | $89.6 萬 | 0.67% | −1,022−28.0% | 減碼 |
| Indivisible Partners | 2,620 | $89.6 萬 | 0.08% | +2,620 | 新進 |
| Franklin Street Advisors Inc | 2,620 | $89.5 萬 | 0.05% | −406−13.4% | 減碼 |
| VeraBank, N.A. | 2,613 | $89.3 萬 | 0.16% | −100−3.7% | 減碼 |
| Contravisory Investment Management, Inc. | 2,599 | $88.8 萬 | 0.18% | +2,599 | 新進 |
| Aviso Wealth Management | 2,597 | $88.8 萬 | 0.40% | +534+25.9% | 加碼 |
| Summit Wealth Group LLC | 2,594 | $88.7 萬 | 0.09% | +235+10.0% | 加碼 |
| Martin Capital Advisors, LLP | 2,590 | $88.5 萬 | 0.56% | +47+1.8% | 加碼 |
| Principle Wealth Partners LLC | 2,590 | $88.5 萬 | 0.05% | 00.0% | 不變 |
| Financial Solutions Advisory Group, Inc. | 2,590 | $88.5 萬 | 0.12% | +2,590 | 新進 |
| Financial Engines Advisors L.L.C. | 2,580 | $88.2 萬 | 0.00% | −293−10.2% | 減碼 |
| Lewis Asset Management, LLC | 2,575 | $88.0 萬 | 0.36% | +10.0% | 加碼 |
| TruNorth Capital Management, LLC | 2,572 | $87.9 萬 | 0.17% | +72+2.9% | 加碼 |
| Buckhead Capital Management LLC | 2,561 | $87.5 萬 | 0.33% | 00.0% | 不變 |
| Cypress Wealth Services, LLC | 2,559 | $87.5 萬 | 0.12% | −835−24.6% | 減碼 |
| Y.D. More Investments Ltd | 2,560 | $87.4 萬 | 0.03% | +2,500+4,166.7% | 加碼 |
| Somerset Trust Co | 2,552 | $87.2 萬 | 0.27% | +2+0.1% | 加碼 |
| Accredited Investors Inc. | 2,548 | $87.1 萬 | 0.05% | −200−7.3% | 減碼 |
| Kaizen Financial Strategies | 2,234 | $87.1 萬 | 0.37% | −9−0.4% | 減碼 |
| Philadelphia Investment Partners, LLC | 2,548 | $87.1 萬 | 0.59% | +2,548 | 新進 |
| CVA Family Office, LLC | 2,547 | $87.1 萬 | 0.09% | +367+16.8% | 加碼 |
| Neo Ivy Capital Management | 2,543 | $86.9 萬 | 0.23% | +2,543 | 新進 |
| Axq Capital, LP | 2,542 | $86.9 萬 | 0.11% | +2,542 | 新進 |
| Haven Private, LLC | 2,540 | $86.8 萬 | 0.38% | +106+4.4% | 加碼 |
| Avidian Wealth Solutions, LLC | 2,538 | $86.8 萬 | 0.03% | +142+5.9% | 加碼 |
| Hilltop Holdings Inc. | 2,527 | $86.4 萬 | 0.08% | +1,530+153.5% | 加碼 |
| Integrity Alliance, LLC. | 2,515 | $86.0 萬 | 0.03% | −4,615−64.7% | 減碼 |
| Worthington Financial Partners, LLC | 2,509 | $85.8 萬 | 0.74% | −968−27.8% | 減碼 |
| Oak Harbor Wealth Partners, LLC | 2,508 | $85.7 萬 | 0.20% | −486−16.2% | 減碼 |
| Brasada Capital Management, LP | 2,500 | $85.4 萬 | 0.16% | +2,500 | 新進 |
| IMPACTfolio, LLC | 2,492 | $85.2 萬 | 0.36% | −298−10.7% | 減碼 |
| Unified Investment Management | 2,488 | $85.0 萬 | 0.88% | −297−10.7% | 減碼 |
| Jessup Wealth Management, Inc | 2,487 | $85.0 萬 | 0.31% | −119−4.6% | 減碼 |
| Generali Investments CEE, investicni spolecnost, a.s. | 2,473 | $84.5 萬 | 0.04% | +2,473 | 新進 |
| Insight 2811, Inc. | 2,470 | $84.4 萬 | 0.37% | −47−1.9% | 減碼 |
| BridgePort Financial Solutions, LLC | 2,469 | $84.4 萬 | 0.24% | −63−2.5% | 減碼 |
| Persium Advisors, LLC | 2,458 | $84.0 萬 | 0.66% | −1,475−37.5% | 減碼 |
| Global Strategic Investment Solutions, LLC | 2,452 | $83.8 萬 | 0.08% | −335−12.0% | 減碼 |
| Capstone Financial Advisors, Inc. | 2,435 | $83.2 萬 | 0.04% | +2,435 | 新進 |
| Thoroughbred Financial Services, LLC | 2,434 | $83.2 萬 | 0.05% | +60+2.5% | 加碼 |
| Crawford Investment Counsel Inc | 2,433 | $83.2 萬 | 0.01% | −130−5.1% | 減碼 |
| Princeton Global Asset Management LLC | 2,433 | $83.2 萬 | 0.14% | 00.0% | 不變 |
| Zions Bancorporation, National Association | 2,432 | $83.1 萬 | 0.05% | −3,515−59.1% | 減碼 |
| Cromwell Holdings LLC | 2,432 | $83.1 萬 | 0.47% | 00.0% | 不變 |
| HighPoint Advisor Group LLC | 2,422 | $82.8 萬 | 0.03% | −13,856−85.1% | 減碼 |
| Vaughan David Investments LLC | 2,418 | $82.6 萬 | 0.02% | 00.0% | 不變 |
| McLaughlin Asset Management, Inc. | 2,410 | $82.4 萬 | 0.79% | −1,052−30.4% | 減碼 |
| PlanVest Financial, Inc | 2,407 | $82.3 萬 | 0.63% | +2,407 | 新進 |
| AGH Wealth Advisors, LLC | 2,403 | $82.1 萬 | 0.60% | −61−2.5% | 減碼 |
| RAM Investment Partners, LLC | 2,401 | $82.1 萬 | 0.14% | +331+16.0% | 加碼 |
| Voleon Capital Management LP | 2,400 | $82.0 萬 | 0.02% | +185+8.4% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 2,397 | $81.9 萬 | 0.03% | −282−10.5% | 減碼 |
| Leonard Rickey Investment Advisors P.L.L.C. | 2,397 | $81.9 萬 | 0.14% | −283−10.6% | 減碼 |
| Income Insurance Ltd | 2,394 | $81.8 萬 | 0.56% | −100−4.0% | 減碼 |
| Winthrop Advisory Group LLC | 2,392 | $81.8 萬 | 0.07% | +6+0.3% | 加碼 |
| Forza Wealth Management, LLC | 2,392 | $81.8 萬 | 0.28% | 00.0% | 不變 |
| Sustainable Insight Capital Management, LLC | 2,390 | $81.7 萬 | 0.27% | +900+60.4% | 加碼 |
| PCM Encore, LLC | 2,388 | $81.6 萬 | 0.17% | +589+32.7% | 加碼 |
| MV Capital Management, Inc. | 2,387 | $81.6 萬 | 0.08% | +5+0.2% | 加碼 |
| B&L Asset Management LLC | 2,385 | $81.5 萬 | 0.35% | −100−4.0% | 減碼 |
| Ring Mountain Capital, LLC | 2,385 | $81.5 萬 | 0.45% | +48+2.1% | 加碼 |
| Wellington Shields Capital Management, LLC | 2,380 | $81.3 萬 | 0.12% | +900+60.8% | 加碼 |
| Leuthold Group, LLC | 2,367 | $80.9 萬 | 0.09% | −71−2.9% | 減碼 |
| Studio Investment Management LLC | 2,362 | $80.7 萬 | 0.15% | −163−6.5% | 減碼 |
| Cambria Investment Management, L.P. | 2,357 | $80.6 萬 | 0.04% | +918+63.8% | 加碼 |
| AlphaCore Capital LLC | 2,357 | $80.5 萬 | 0.02% | −1,989−45.8% | 減碼 |
| Bigelow Investment Advisors, LLC | 2,350 | $80.3 萬 | 0.32% | −483−17.0% | 減碼 |
| Impact Capital Partners LLC | 2,344 | $80.1 萬 | 0.24% | +372+18.9% | 加碼 |
| Opes Wealth Management LLC | 2,323 | $79.4 萬 | 0.14% | +31+1.4% | 加碼 |
| CoreCap Advisors, LLC | 2,310 | $79.0 萬 | 0.03% | −905−28.1% | 減碼 |
| J. Stern & Co. LLP | 2,300 | $78.6 萬 | 0.08% | −717,272−99.7% | 減碼 |
| DLK Investment Management, LLC | 2,300 | $78.6 萬 | 0.31% | −8−0.3% | 減碼 |
| 1st Source Bank | 2,295 | $78.4 萬 | 0.04% | 00.0% | 不變 |
| Capital Management Associates, Inc | 2,290 | $78.3 萬 | 0.18% | −454−16.5% | 減碼 |
| JMN Financial LLC | 2,287 | $78.2 萬 | 0.77% | +121+5.6% | 加碼 |
| Wall Street Financial Group, Inc. | 2,283 | $78.0 萬 | 0.46% | −43−1.8% | 減碼 |
| EJMK Ventures LLC | 2,283 | $78.0 萬 | 0.44% | +375+19.7% | 加碼 |
| Madison Wealth Partners, Inc | 2,280 | $77.9 萬 | 0.12% | +112+5.2% | 加碼 |
| Midwest Financial Group LLC | 2,278 | $77.9 萬 | 0.33% | 00.0% | 不變 |
| One Wealth Advisors, LLC | 2,267 | $77.5 萬 | 0.10% | −41−1.8% | 減碼 |
| Flow Traders U.S. LLC | 2,266 | $77.4 萬 | 0.02% | +2,266 | 新進 |
| Onefund, LLC | 2,189 | $77.3 萬 | 0.50% | −166−7.0% | 減碼 |
| Burke & Herbert Bank & Trust Co | 2,261 | $77.3 萬 | 0.21% | −980−30.2% | 減碼 |
| Rooted Wealth Advisors, Inc. | 1,971 | $77.2 萬 | 0.20% | +371+23.2% | 加碼 |
| Meadowbrook Advisors Group, LLC | 2,248 | $76.8 萬 | 0.46% | +63+2.9% | 加碼 |
| Congress Park Capital LLC | 2,247 | $76.8 萬 | 0.24% | +2,247 | 新進 |
| Sunbelt Securities, Inc. | 2,241 | $76.6 萬 | 0.05% | −536−19.3% | 減碼 |
| Fukoku Mutual Life Insurance Co | 2,232 | $76.3 萬 | 0.05% | 00.0% | 不變 |
| First National Bank of Hutchinson | 2,227 | $76.1 萬 | 0.49% | +2,227 | 新進 |
| WealthPLAN Partners, LLC | 2,223 | $76.0 萬 | 0.15% | +2,223 | 新進 |
| AdvisorNet Financial, Inc | 2,222 | $75.9 萬 | 0.04% | +48+2.2% | 加碼 |
| Birchcreek Wealth Management, LLC | 2,213 | $75.6 萬 | 0.36% | 00.0% | 不變 |
| South Shore Capital Advisors | 2,213 | $75.6 萬 | 0.55% | +11+0.5% | 加碼 |
| Cascade Investment Group, Inc. | 2,210 | $75.5 萬 | 0.50% | +66+3.1% | 加碼 |
| Investment Advisory Services Inc | 2,204 | $75.3 萬 | 0.24% | −605−21.5% | 減碼 |
| Harris Associates L P大師Oakmark（Harris Associates） | 2,200 | $75.2 萬 | 0.00% | 00.0% | 不變 |
| GLOBALT Investments LLC | 2,200 | $75.2 萬 | 0.03% | 00.0% | 不變 |
| Kelly Financial Services LLC | 2,193 | $75.0 萬 | 0.18% | +10.0% | 加碼 |