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
2355 檔
3.3%
在 Q3 2024 申报期间，First Trust Advisors LP（CIK: 0001125816）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$1700.1亿，共持有 2355 个公开申报仓位。
First Trust Advisors LP 在 Q3 2024 进行了结构性的板块轮动与仓位换股。在开立 3 个全新仓位及加仓 24 档持股的同时，亦同步清仓 2 档并减仓 21 档标的。
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 2355 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 | 1.54% | +0.25% | -2.18% | |
| 2 | AVGO | Broadcom Inc | 股票-科技 | 1.16% | — | +807.89% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 1.06% | -0.07% | +7.61% | |
| 4 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.83% | -0.04% | -5.30% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.81% | -0.06% | -2.46% | |
| 6 | FTXL | First Trust Nasdaq Semicondu | ETF-科技型 | 0.79% | +0.02% | -1.07% | |
| 7 | FXR | First Trust Indst/producers | ETF-其他 | 0.78% | — | NEW | |
| 8 | FDN | First Trust Dj Internet Ind | ETF-其他 | 0.77% | — | -1.06% | |
| 9 | QTEC | First Trust Nasdq 100 Tech I | ETF-科技型 | 0.77% | +0.48% | -1.07% | |
| 10 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.73% | +0.13% | +20.28% | |
| 11 | FXD | First Trust Consumer Discret | ETF-其他 | 0.73% | — | -1.07% | |
| 12 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.71% | +0.31% | -7.76% | |
| 13 | IBM | Intl Business Machines CORP | 股票-科技 | 0.67% | +0.02% | -10.73% | |
| 14 | QCOM | Qualcomm Inc | 股票-科技 | 0.63% | -0.04% | +24.97% | |
| 15 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 0.63% | -0.11% | -4.93% | |
| 16 | INFY | Infosys Ltd-sp Adr | 股票-科技 | 0.60% | — | -20.05% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.59% | +0.13% | +14.11% | |
| 18 | AAPL | Apple Inc | 股票-科技 | 0.58% | +0.04% | -40.20% | |
| 19 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.58% | -0.12% | -3.68% | |
| 20 | AMAT | Applied Materials Inc | 股票-科技 | 0.56% | +0.42% | +19.57% | |
| 21 | AFL | Aflac Inc | 股票-金融 | 0.52% | -0.07% | +50.18% | |
| 22 | NFLX | Netflix Inc | 股票-通信服务 | 0.52% | -0.22% | +4.61% | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 0.50% | -0.66% | +3.29% | |
| 24 | CB | Chubb Limited | 股票-金融 | 0.50% | -0.02% | +2.36% | |
| 25 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.48% | -0.10% | +1.28% | |
| 26 | CRM | Salesforce Inc | 股票-科技 | 0.48% | -0.09% | +11.35% | |
| 27 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.47% | — | +33.86% | |
| 28 | NVDA | Nvidia CORP | 股票-科技 | 0.47% | -0.02% | -7.50% | |
| 29 | KLAC | Kla CORP | 股票-科技 | 0.47% | +0.35% | +6.84% | |
| 30 | CVX | Chevron CORP | 股票-能源 | 0.46% | -0.25% | +10.03% | |
| 31 | ORCL | Oracle CORP | 股票-科技 | 0.46% | +0.08% | +17.81% | |
| 32 | TXN | Texas Instruments Inc | 股票-科技 | 0.46% | +0.06% | +1.78% | |
| 33 | MA | Mastercard Inc - A | 股票-金融 | 0.45% | -0.02% | +2.77% | |
| 34 | NET | Cloudflare Inc - Class A | 股票-科技 | 0.44% | -0.02% | -17.17% | |
| 35 | V | Visa Inc-class A Shares | 股票-金融 | 0.43% | +0.01% | +5.29% | |
| 36 | AKAM | Akamai Technologies Inc | 股票-科技 | 0.43% | -0.06% | -3.74% | |
| 37 | ELV | Elevance Health Inc | 股票-医疗保健 | 0.42% | -0.03% | +5.59% | |
| 38 | ANETEUR | Arista Networks Inc | 股票-其他 | 0.42% | — | -22.12% | |
| 39 | MLI | Mueller Industries Inc | 股票-工业 | 0.42% | +0.05% | -11.37% | |
| 40 | FTNT | Fortinet Inc | 股票-科技 | 0.39% | +0.31% | -21.14% | |
| 41 | SNA | Snap-on Inc | 股票-工业 | 0.39% | -0.04% | +11.01% | |
| 42 | BAH | Booz Allen Hamilton Holdings | 股票-工业 | 0.38% | -0.05% | +3.06% | |
| 43 | ZS | Zscaler Inc | 股票-科技 | 0.38% | -0.06% | -5.08% | |
| 44 | GRMN | Garmin Ltd. | 股票-科技 | 0.37% | -0.01% | +8.32% | |
| 45 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.36% | — | +10.80% | |
| 46 | RF | Regions Financial CORP | 股票-金融 | 0.35% | +0.08% | -6.45% | |
| 47 | CF | Cf Industries Holdings Inc | 股票-原材料 | 0.35% | -0.03% | -0.42% | |
| 48 | CPRT | Copart Inc | 股票-工业 | 0.35% | -0.04% | +64.29% | |
| 49 | FITB | Fifth Third Bancorp | 股票-金融 | 0.35% | -0.06% | -2.77% | |
| 50 | IPG | Interpublic Group Of Cos Inc | 股票-其他 | 0.35% | — | +11.11% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | TEL | TE Connectivity plc | +0.3% | NEW | 新建仓 |
| 2 | AFL | Aflac Inc | +0.2% | +50.18% | 加仓 |
| 3 | CMI | Cummins Inc | +0.2% | +415.54% | 加仓 |
| 4 | LPLA | Lpl Financial Holdings Inc | +0.2% | +1007.05% | 加仓 |
| 5 | EXPD | Expeditors Intl Wash Inc | +0.2% | +296.77% | 加仓 |
| 6 | BLKCHF | Blackrock Inc | +0.2% | +307.84% | 加仓 |
| 7 | EG | Everest Group, Ltd. | +0.2% | +199.17% | 加仓 |
| 8 | EA | Electronic Arts Inc | +0.2% | +433.28% | 加仓 |
| 9 | VRTX | Vertex Pharmaceuticals Inc | +0.2% | +182.79% | 加仓 |
| 10 | COP | Conocophillips | +0.1% | +212.75% | 加仓 |
| 11 | CPRT | Copart Inc | +0.1% | +64.29% | 加仓 |
| 12 | ORCL | Oracle CORP | +0.1% | +17.81% | 加仓 |
| 13 | LUMN | Lumen Technologies Inc | +0.1% | +1.23% | 加仓 |
| 14 | SMCIUSD | Super Micro Computer Inc | +0.1% | +1437.86% | 加仓 |
| 15 | NKE | Nike Inc -cl B | +0.1% | +21.89% | 加仓 |
| 16 | FERG | Ferguson Enterprises Inc | +0.1% | NEW | 新建仓 |
| 17 | RBRK | Rubrik Inc-a | +0.1% | +4701.94% | 加仓 |
| 18 | TMUS | T-mobile US Inc | +0.1% | +48.11% | 加仓 |
| 19 | MSEX | Middlesex Water Co | +0.1% | +13141.09% | 加仓 |
| 20 | ACN | Accenture plc | +0.1% | +12.05% | 加仓 |
| 21 | USFR | Wisdomtree Floating Rate Tre | +0.1% | NEW | 新建仓 |
| 22 | WMS | Advanced Drainage Systems In | +0.1% | +59.09% | 加仓 |
| 23 | CRM | Salesforce Inc | +0.1% | +11.35% | 加仓 |
| 24 | SNA | Snap-on Inc | +0.1% | +11.01% | 加仓 |
| 25 | WSM | Williams-sonoma Inc | +0.1% | +128.38% | 加仓 |
| 26 | CSCO | Cisco Systems Inc | 0% | -2.18% | 减仓 |
| 27 | IBM | Intl Business Machines CORP | 0% | -10.73% | 减仓 |
| 28 | CB | Chubb Limited | 0% | +2.36% | 加仓 |
| 29 | FXR | First Trust Indst/producers | 0% | -1.07% | 减仓 |
| 30 | FERG | Ferguson Enterprises Inc. | -0.1% | EXIT | 清仓 |
| 31 | TEL | TE Connectivity plc | -0.1% | EXIT | 清仓 |
| 32 | TEAM | Atlassian Corp-cl A | -0.1% | -17.48% | 减仓 |
| 33 | OKTA | Okta Inc | -0.1% | -2.85% | 减仓 |
| 34 | ANETEUR | Arista Networks Inc | -0.1% | -22.12% | 减仓 |
| 35 | REGN | Regeneron Pharmaceuticals | -0.1% | -19.42% | 减仓 |
| 36 | ZS | Zscaler Inc | -0.1% | -5.08% | 减仓 |
| 37 | FTXL | First Trust Nasdaq Semicondu | -0.1% | -1.07% | 减仓 |
| 38 | GPC | Genuine Parts Co | -0.1% | -87.24% | 减仓 |
| 39 | NET | Cloudflare Inc - Class A | -0.1% | -17.17% | 减仓 |
| 40 | MLM | Martin Marietta Materials | -0.2% | -79.77% | 减仓 |
| 41 | PCAR | Paccar Inc | -0.2% | -25.77% | 减仓 |
| 42 | ITW | Illinois Tool Works | -0.2% | -74.54% | 减仓 |
| 43 | ABNB | Airbnb Inc-class A | -0.2% | -28.51% | 减仓 |
| 44 | CRWD | Crowdstrike Holdings Inc - A | -0.2% | +20.28% | 加仓 |
| 45 | UNP | Union Pacific CORP | -0.2% | -75.08% | 减仓 |
| 46 | ABT | Abbott Laboratories | -0.2% | -72.25% | 减仓 |
| 47 | KMB | Kimberly-clark CORP | -0.2% | -60.85% | 减仓 |
| 48 | UNH | Unitedhealth Group Inc | -0.2% | -68.73% | 减仓 |
| 49 | ROST | Ross Stores Inc | -0.2% | -82.46% | 减仓 |
| 50 | AAPL | Apple Inc | -0.4% | -40.20% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，First Trust Advisors LP 在 Q3 2024 季度的美股持仓总市值约为 US$1700.1亿，共申报了 2355 个公开持股仓位。
在 Q3 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 (1.2%)、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。
本季最大新建仓标的
TEL
市值: US$2.8亿
本季最大获利了结 / 清仓标的
TEL
前期市值: US$1.0亿
在 Q3 2024 季度中，First Trust Advisors LP 共进行了 50 项持仓异动，包含新建仓 3 个仓位、加仓 24 个仓位、减仓 21 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 TEL。 本季清仓仓位包含 TEL。
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。