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。
AlphaSMO 权威研究指南阅读专题
CIK: 0001125816
申报总市值
US$1700.1亿
US$1700.1亿
2310 檔
3.3%
根据最新整理的 13F 季度数据集，First Trust Advisors LP 于 Q2 2024 结束时的管理资产规模为 US$1700.1亿。该机构在本季度申报了 2310 档美股持仓，呈现出该时期的主要投资地图。
在 Q2 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 28 档、减仓 21 档与清仓 1 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, AVGO, MSFT 等）合计占整体申报市值的 3.3%，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 2310 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 | 1.50% | +0.25% | +10.26% | |
| 2 | AVGO | Broadcom Inc | 股票-科技 | 1.27% | — | +5.25% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 1.10% | -0.07% | +2.36% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 0.94% | +0.04% | -0.14% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.93% | -0.06% | -6.52% | |
| 6 | FTXL | First Trust Nasdaq Semicondu | ETF-科技型 | 0.92% | +0.02% | -0.26% | |
| 7 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.89% | +0.13% | +11.27% | |
| 8 | QTEC | First Trust Nasdq 100 Tech I | ETF-科技型 | 0.86% | +0.48% | -0.26% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.83% | -0.04% | +7.55% | |
| 10 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.82% | +0.31% | +11.43% | |
| 11 | FDN | First Trust Dj Internet Ind | ETF-其他 | 0.80% | — | -0.22% | |
| 12 | FXR | First Trust Indst/producers | ETF-其他 | 0.76% | — | NEW | |
| 13 | FXD | First Trust Consumer Discret | ETF-其他 | 0.74% | — | -0.26% | |
| 14 | INFY | Infosys Ltd-sp Adr | 股票-科技 | 0.67% | — | +31.20% | |
| 15 | QCOM | Qualcomm Inc | 股票-科技 | 0.64% | -0.04% | -13.88% | |
| 16 | IBM | Intl Business Machines CORP | 股票-科技 | 0.63% | +0.02% | +11.23% | |
| 17 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 0.63% | -0.11% | +12.00% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.60% | +0.13% | -22.46% | |
| 19 | AMAT | Applied Materials Inc | 股票-科技 | 0.58% | +0.42% | -4.09% | |
| 20 | NET | Cloudflare Inc - Class A | 股票-科技 | 0.58% | -0.02% | +33.53% | |
| 21 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.56% | -0.12% | -4.62% | |
| 22 | NVDA | Nvidia CORP | 股票-科技 | 0.55% | -0.02% | +791.32% | |
| 23 | ANETEUR | Arista Networks Inc | 股票-其他 | 0.52% | — | +13.53% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 0.51% | -0.66% | +77.17% | |
| 25 | NFLX | Netflix Inc | 股票-通信服务 | 0.51% | -0.22% | +13.57% | |
| 26 | KLAC | Kla CORP | 股票-科技 | 0.50% | +0.35% | -8.26% | |
| 27 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.49% | — | -6.76% | |
| 28 | CVX | Chevron CORP | 股票-能源 | 0.48% | -0.25% | +4.15% | |
| 29 | ZS | Zscaler Inc | 股票-科技 | 0.48% | -0.06% | +32.61% | |
| 30 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.47% | -0.10% | +2.61% | |
| 31 | CB | Chubb Limited | 股票-金融 | 0.46% | -0.02% | +60.74% | |
| 32 | TXN | Texas Instruments Inc | 股票-科技 | 0.45% | +0.06% | -34.29% | |
| 33 | ELV | Elevance Health Inc | 股票-医疗保健 | 0.45% | -0.03% | -3.59% | |
| 34 | PCAR | Paccar Inc | 股票-工业 | 0.44% | -0.11% | +0.29% | |
| 35 | CRM | Salesforce Inc | 股票-科技 | 0.43% | -0.09% | +9.62% | |
| 36 | AKAM | Akamai Technologies Inc | 股票-科技 | 0.42% | -0.06% | +17.13% | |
| 37 | MA | Mastercard Inc - A | 股票-金融 | 0.42% | -0.02% | +6.03% | |
| 38 | V | Visa Inc-class A Shares | 股票-金融 | 0.42% | +0.01% | +2.99% | |
| 39 | FTNT | Fortinet Inc | 股票-科技 | 0.41% | +0.31% | +30.25% | |
| 40 | REGN | Regeneron Pharmaceuticals | 股票-医疗保健 | 0.39% | +0.01% | +7.68% | |
| 41 | MLI | Mueller Industries Inc | 股票-工业 | 0.39% | +0.05% | +16.37% | |
| 42 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.38% | — | -24.87% | |
| 43 | BAH | Booz Allen Hamilton Holdings | 股票-工业 | 0.37% | -0.05% | +12.47% | |
| 44 | OKTA | Okta Inc | 股票-科技 | 0.37% | +0.12% | +17.09% | |
| 45 | ABNB | Airbnb Inc-class A | 股票-周期性消费 | 0.36% | -0.04% | +30.86% | |
| 46 | WDAY | Workday Inc-class A | 股票-科技 | 0.35% | -0.01% | +14.96% | |
| 47 | ORCL | Oracle CORP | 股票-科技 | 0.35% | +0.08% | +8.47% | |
| 48 | RF | Regions Financial CORP | 股票-金融 | 0.35% | +0.08% | +5.57% | |
| 49 | TEAM | Atlassian Corp-cl A | 股票-科技 | 0.34% | -0.07% | +8.27% | |
| 50 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.34% | -0.05% | +0.45% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +0.3% | +5.25% | 加仓 |
| 2 | BKNG | Booking Holdings Inc | +0.2% | +277.62% | 加仓 |
| 3 | KMB | Kimberly-clark CORP | +0.2% | +280.38% | 加仓 |
| 4 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | +11.27% | 加仓 |
| 5 | XOM | Exxon Mobil CORP | +0.2% | +77.17% | 加仓 |
| 6 | MSI | Motorola Solutions Inc | +0.2% | +281.51% | 加仓 |
| 7 | PANW | Palo Alto Networks Inc | +0.2% | +11.43% | 加仓 |
| 8 | INFY | Infosys Ltd-sp Adr | +0.2% | +31.20% | 加仓 |
| 9 | AAPL | Apple Inc | +0.2% | -0.14% | 减仓 |
| 10 | AMP | Ameriprise Financial Inc | +0.2% | +578.34% | 加仓 |
| 11 | MLM | Martin Marietta Materials | +0.2% | +916.13% | 加仓 |
| 12 | RJF | Raymond James Financial Inc | +0.2% | +1265.04% | 加仓 |
| 13 | CB | Chubb Limited | +0.2% | +60.74% | 加仓 |
| 14 | ITW | Illinois Tool Works | +0.2% | +264.44% | 加仓 |
| 15 | ABT | Abbott Laboratories | +0.2% | +222.17% | 加仓 |
| 16 | UNP | Union Pacific CORP | +0.2% | +219.31% | 加仓 |
| 17 | GPC | Genuine Parts Co | +0.1% | +734.23% | 加仓 |
| 18 | ANETEUR | Arista Networks Inc | +0.1% | +13.53% | 加仓 |
| 19 | PKG | Packaging CORP Of America | +0.1% | +133.19% | 加仓 |
| 20 | ARM | Arm Holdings Plc-adr | +0.1% | +729.35% | 加仓 |
| 21 | HUBS | Hubspot Inc | +0.1% | +141.98% | 加仓 |
| 22 | ZS | Zscaler Inc | +0.1% | +32.61% | 加仓 |
| 23 | NFLX | Netflix Inc | +0.1% | +13.57% | 加仓 |
| 24 | NVDA | Nvidia CORP | +0.1% | +791.32% | 加仓 |
| 25 | MSFT | Microsoft CORP | +0.1% | +2.36% | 加仓 |
| 26 | HUBB | Hubbell Inc | +0.1% | +131.83% | 加仓 |
| 27 | META | Meta Platforms Inc-class A | +0.1% | +7.55% | 加仓 |
| 28 | SAIC | Science Applications Inte | -0.1% | -30.68% | 减仓 |
| 29 | DASH | Doordash Inc - A | -0.1% | -2.43% | 减仓 |
| 30 | PCAR | Paccar Inc | -0.1% | +0.29% | 加仓 |
| 31 | VRNS | Varonis Systems Inc | -0.1% | -47.03% | 减仓 |
| 32 | SO | Southern Co/the | -0.1% | -71.60% | 减仓 |
| 33 | OTEX | Open Text CORP | -0.1% | -14.90% | 减仓 |
| 34 | QLYS | Qualys Inc | -0.1% | -40.05% | 减仓 |
| 35 | PXDEUR | Pioneer Natural Resources Co | -0.1% | EXIT | 清仓 |
| 36 | BB | Blackberry LTD | -0.1% | -75.18% | 减仓 |
| 37 | NTCT | Netscout Systems Inc | -0.1% | -79.34% | 减仓 |
| 38 | C | Citigroup Inc | -0.1% | -69.34% | 减仓 |
| 39 | TENB | Tenable Holdings Inc | -0.1% | -51.28% | 减仓 |
| 40 | EXPD | Expeditors Intl Wash Inc | -0.2% | -71.19% | 减仓 |
| 41 | RPD | Rapid7 Inc | -0.2% | -68.79% | 减仓 |
| 42 | TXN | Texas Instruments Inc | -0.2% | -34.29% | 减仓 |
| 43 | AFL | Aflac Inc | -0.2% | -39.37% | 减仓 |
| 44 | ACN | Accenture plc | -0.2% | -32.26% | 减仓 |
| 45 | ADM | Archer-daniels-midland Co | -0.2% | -79.83% | 减仓 |
| 46 | TEL | TE Connectivity plc | -0.2% | -66.47% | 减仓 |
| 47 | ECL | Ecolab Inc | -0.2% | -66.17% | 减仓 |
| 48 | CMG | Chipotle Mexican Grill Inc | -0.2% | +1147.03% | 加仓 |
| 49 | GRMN | Garmin Ltd. | -0.2% | -42.87% | 减仓 |
| 50 | CMI | Cummins Inc | -0.3% | -85.41% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，First Trust Advisors LP 在 Q2 2024 季度的美股持仓总市值约为 US$1700.1亿，共申报了 2310 个公开持股仓位。
在 Q2 2024 季度，First Trust Advisors LP 按市值排列的前三大核心持股分别为：CSCO (1.5%)、AVGO (1.3%)、MSFT (1.1%)。其中最大持股仓位 CSCO 占据整体投资组合约 1.5% 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
PXDEUR
前期市值: US$1.1亿
在 Q2 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 28 个仓位、减仓 21 个仓位以及清仓 1 个仓位。 本季清仓仓位包含 PXDEUR。
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。