13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0001125816
申报总市值
US$1700.1亿
US$1700.1亿
2329 檔
3.0%
Q1 2024 季度申报显示，First Trust Advisors LP 披露的美股组合总市值为 US$1700.1亿，涵盖 2329 个不同之权益投资仓位。
在 Q1 2024，First Trust Advisors LP 进行了温和的常态性持仓调整（包含新建仓 0 档、加仓 27 档、减仓 23 档与清仓 0 档），整体投资组合架构维持相对稳定。
在资产配置集中度方面，First Trust Advisors LP 的前 5 大核心持股（包含 CSCO, MSFT, AVGO 等）合计占整体申报市值的 3.0%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 2329 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CSCO | Cisco Systems Inc | 股票-科技 | 1.43% | +0.25% | +12.83% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 1.00% | -0.07% | +25.97% | |
| 3 | AVGO | Broadcom Inc | 股票-科技 | 0.99% | — | -11.06% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.92% | -0.06% | -1.00% | |
| 5 | FTXL | First Trust Nasdaq Semicondu | ETF-科技型 | 0.83% | +0.02% | +1.98% | |
| 6 | QTEC | First Trust Nasdq 100 Tech I | ETF-科技型 | 0.82% | +0.48% | +1.99% | |
| 7 | FXR | First Trust Indst/producers | ETF-其他 | 0.81% | — | NEW | |
| 8 | FDN | First Trust Dj Internet Ind | ETF-其他 | 0.80% | — | +1.97% | |
| 9 | FXD | First Trust Consumer Discret | ETF-其他 | 0.80% | — | +1.99% | |
| 10 | AAPL | Apple Inc | 股票-科技 | 0.77% | +0.04% | +294.97% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.74% | -0.04% | -17.42% | |
| 12 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.67% | +0.13% | -7.62% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.64% | +0.13% | +3.83% | |
| 14 | QCOM | Qualcomm Inc | 股票-科技 | 0.62% | -0.04% | +8.47% | |
| 15 | IBM | Intl Business Machines CORP | 股票-科技 | 0.62% | +0.02% | +2.60% | |
| 16 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.62% | -0.12% | -13.52% | |
| 17 | TXN | Texas Instruments Inc | 股票-科技 | 0.61% | +0.06% | -10.02% | |
| 18 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.61% | +0.31% | +19.70% | |
| 19 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 0.60% | -0.11% | +45.88% | |
| 20 | GRMN | Garmin Ltd. | 股票-科技 | 0.54% | -0.01% | +58.47% | |
| 21 | AMAT | Applied Materials Inc | 股票-科技 | 0.53% | +0.42% | +49.30% | |
| 22 | PCAR | Paccar Inc | 股票-工业 | 0.53% | -0.11% | +52.23% | |
| 23 | NET | Cloudflare Inc - Class A | 股票-科技 | 0.50% | -0.02% | +2.55% | |
| 24 | INFY | Infosys Ltd-sp Adr | 股票-科技 | 0.49% | — | +7.02% | |
| 25 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.48% | — | -7.53% | |
| 26 | AFL | Aflac Inc | 股票-金融 | 0.47% | -0.07% | -0.82% | |
| 27 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.46% | -0.10% | -1.62% | |
| 28 | CVX | Chevron CORP | 股票-能源 | 0.46% | -0.25% | -41.01% | |
| 29 | CRM | Salesforce Inc | 股票-科技 | 0.46% | -0.09% | +0.89% | |
| 30 | KLAC | Kla CORP | 股票-科技 | 0.46% | +0.35% | +73.35% | |
| 31 | ACN | Accenture plc | 股票-科技 | 0.45% | -0.11% | -9.19% | |
| 32 | NVDA | Nvidia CORP | 股票-科技 | 0.45% | -0.02% | -10.03% | |
| 33 | ELV | Elevance Health Inc | 股票-医疗保健 | 0.44% | -0.03% | +83.12% | |
| 34 | AKAM | Akamai Technologies Inc | 股票-科技 | 0.43% | -0.06% | +21.55% | |
| 35 | V | Visa Inc-class A Shares | 股票-金融 | 0.43% | +0.01% | -0.62% | |
| 36 | MA | Mastercard Inc - A | 股票-金融 | 0.43% | -0.02% | -5.18% | |
| 37 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.42% | — | +5.89% | |
| 38 | PFE | Pfizer Inc | 股票-医疗保健 | 0.40% | -0.10% | -29.65% | |
| 39 | NFLX | Netflix Inc | 股票-通信服务 | 0.40% | -0.22% | -3.36% | |
| 40 | DASH | Doordash Inc - A | 股票-周期性消费 | 0.39% | +0.02% | -8.85% | |
| 41 | ANETEUR | Arista Networks Inc | 股票-其他 | 0.38% | — | -11.50% | |
| 42 | WDAY | Workday Inc-class A | 股票-科技 | 0.37% | -0.01% | +10.54% | |
| 43 | FTNT | Fortinet Inc | 股票-科技 | 0.36% | +0.31% | -2.81% | |
| 44 | ZS | Zscaler Inc | 股票-科技 | 0.36% | -0.06% | +11.99% | |
| 45 | OKTA | Okta Inc | 股票-科技 | 0.35% | +0.12% | -19.13% | |
| 46 | TEAM | Atlassian Corp-cl A | 股票-科技 | 0.35% | -0.07% | +11.57% | |
| 47 | SNA | Snap-on Inc | 股票-工业 | 0.34% | -0.04% | +6.47% | |
| 48 | RF | Regions Financial CORP | 股票-金融 | 0.34% | +0.08% | +24.69% | |
| 49 | DDOG | Datadog Inc - Class A | 股票-科技 | 0.34% | +0.12% | +12.50% | |
| 50 | ADI | Analog Devices Inc | 股票-科技 | 0.34% | +0.06% | +2.54% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.5% | +294.97% | 加仓 |
| 2 | WSM | Williams-sonoma Inc | +0.3% | +625.79% | 加仓 |
| 3 | EXE | Expand Energy CORP | +0.3% | +450.73% | 加仓 |
| 4 | NKE | Nike Inc -cl B | +0.3% | +2547.08% | 加仓 |
| 5 | CMG | Chipotle Mexican Grill Inc | +0.3% | +1568.60% | 加仓 |
| 6 | PCAR | Paccar Inc | +0.2% | +52.23% | 加仓 |
| 7 | SLM | Slm CORP | +0.2% | +629.32% | 加仓 |
| 8 | FITB | Fifth Third Bancorp | +0.2% | +300.46% | 加仓 |
| 9 | JXN | Jackson Financial Inc-a | +0.2% | +549.93% | 加仓 |
| 10 | MSFT | Microsoft CORP | +0.2% | +25.97% | 加仓 |
| 11 | AMAT | Applied Materials Inc | +0.2% | +49.30% | 加仓 |
| 12 | RDN | Radian Group Inc | +0.2% | +566.80% | 加仓 |
| 13 | CMI | Cummins Inc | +0.2% | +170.50% | 加仓 |
| 14 | GRMN | Garmin Ltd. | +0.2% | +58.47% | 加仓 |
| 15 | KLAC | Kla CORP | +0.2% | +73.35% | 加仓 |
| 16 | EWBC | East West Bancorp Inc | +0.2% | +309.18% | 加仓 |
| 17 | HIG | Hartford Insurance Group Inc | +0.2% | +720.51% | 加仓 |
| 18 | CRC | California Resources CORP | +0.2% | +639.57% | 加仓 |
| 19 | LIN | Linde plc | +0.2% | +1061.50% | 加仓 |
| 20 | ECL | Ecolab Inc | +0.2% | +223.17% | 加仓 |
| 21 | EOG | Eog Resources Inc | +0.2% | +368.51% | 加仓 |
| 22 | DHI | Dr Horton Inc | +0.2% | +364.50% | 加仓 |
| 23 | MTB | M & T Bank CORP | +0.2% | +283.57% | 加仓 |
| 24 | ELV | Elevance Health Inc | +0.2% | +83.12% | 加仓 |
| 25 | CB | Chubb Limited | +0.2% | +214.84% | 加仓 |
| 26 | ODFL | Old Dominion Freight Line | +0.2% | +759.05% | 加仓 |
| 27 | PPG | Ppg Industries Inc | +0.2% | +245.53% | 加仓 |
| 28 | AMP | Ameriprise Financial Inc | -0.2% | -87.79% | 减仓 |
| 29 | MS | Morgan Stanley | -0.2% | -90.33% | 减仓 |
| 30 | BPOP | Popular Inc | -0.2% | -77.00% | 减仓 |
| 31 | CMA | Comerica Inc | -0.2% | -70.62% | 减仓 |
| 32 | IT | Gartner Inc | -0.2% | -85.25% | 减仓 |
| 33 | COP | Conocophillips | -0.2% | -75.67% | 减仓 |
| 34 | HUM | Humana Inc | -0.2% | -85.60% | 减仓 |
| 35 | FCX | Freeport-mcmoran Inc | -0.2% | -94.20% | 减仓 |
| 36 | BIIB | Biogen Inc | -0.2% | -65.79% | 减仓 |
| 37 | CHRD | Chord Energy CORP | -0.2% | -89.26% | 减仓 |
| 38 | ABT | Abbott Laboratories | -0.2% | -73.16% | 减仓 |
| 39 | PNC | Pnc Financial Services Group | -0.2% | -65.38% | 减仓 |
| 40 | GS | Goldman Sachs Group Inc | -0.2% | -71.59% | 减仓 |
| 41 | CIVI | Civitas Resources Inc | -0.2% | -92.99% | 减仓 |
| 42 | MU | Micron Technology Inc | -0.2% | -65.00% | 减仓 |
| 43 | PFG | Principal Financial Group | -0.2% | -94.16% | 减仓 |
| 44 | VRTX | Vertex Pharmaceuticals Inc | -0.2% | -68.54% | 减仓 |
| 45 | PFE | Pfizer Inc | -0.2% | -29.65% | 减仓 |
| 46 | LPX | Louisiana-pacific CORP | -0.3% | -98.98% | 减仓 |
| 47 | JNP | Juniper Networks Inc | -0.3% | -68.99% | 减仓 |
| 48 | ADM | Archer-daniels-midland Co | -0.3% | -47.83% | 减仓 |
| 49 | CVX | Chevron CORP | -0.3% | -41.01% | 减仓 |
| 50 | NTAP | Netapp Inc | -0.4% | -72.12% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，First Trust Advisors LP 在 Q1 2024 季度的美股持仓总市值约为 US$1700.1亿，共申报了 2329 个公开持股仓位。
在 Q1 2024 季度，First Trust Advisors LP 按市值排列的前三大核心持股分别为：CSCO (1.4%)、MSFT (1.0%)、AVGO (1.0%)。其中最大持股仓位 CSCO 占据整体投资组合约 1.4% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大获利了结 / 清仓标的
CVX
前期市值: US$7.3亿
在 Q1 2024 季度中，First Trust Advisors LP 共进行了 50 项持仓异动，包含新建仓 0 个仓位、加仓 27 个仓位、减仓 23 个仓位以及清仓 0 个仓位。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。