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
2602 檔
4.8%
截至 Q1 2026 季度末，First Trust Advisors LP 的美股持仓估值约为 US$1700.1亿，全数申报仓位共有 2602 档。
在 Q1 2026，First Trust Advisors LP 操作展现出积极扩展与加仓意向。本季共新建仓 4 个新仓位，并对 111 个既有持股进行加仓（合计增持 115 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，First Trust Advisors LP 的前 5 大核心持股（包含 NVDA, CSCO, AVGO 等）合计占整体申报市值的 4.8%，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 2602 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 | NVDA | Nvidia CORP | 股票-科技 | 1.30% | -0.02% | +5.43% | |
| 2 | CSCO | Cisco Systems Inc | 股票-科技 | 1.23% | +0.25% | -14.47% | |
| 3 | AVGO | Broadcom Inc | 股票-科技 | 1.14% | — | +8.85% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 1.09% | -0.07% | +13.81% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.01% | +0.13% | +0.96% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 0.95% | +0.04% | +20.89% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.77% | -0.04% | -12.36% | |
| 8 | XOM | Exxon Mobil CORP | 股票-能源 | 0.75% | -0.66% | -6.04% | |
| 9 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.74% | +0.31% | +4.41% | |
| 10 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.72% | +0.13% | +16.62% | |
| 11 | FTNT | Fortinet Inc | 股票-科技 | 0.67% | +0.31% | +45.51% | |
| 12 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.65% | -0.06% | -17.11% | |
| 13 | LRCX | Lam Research CORP | 股票-科技 | 0.65% | +0.27% | -24.54% | |
| 14 | CVX | Chevron CORP | 股票-能源 | 0.63% | -0.25% | +4.17% | |
| 15 | AMAT | Applied Materials Inc | 股票-科技 | 0.63% | +0.42% | -14.13% | |
| 16 | GEV | GE Vernova Inc | 股票-工业 | 0.60% | +0.10% | +14.78% | |
| 17 | KLAC | Kla CORP | 股票-科技 | 0.60% | +0.35% | -13.48% | |
| 18 | ETN | Eaton Corporation plc | 股票-工业 | 0.59% | +0.19% | +38.72% | |
| 19 | IBM | Intl Business Machines CORP | 股票-科技 | 0.58% | +0.02% | +50.48% | |
| 20 | ROST | Ross Stores Inc | 股票-周期性消费 | 0.57% | -0.14% | +6.12% | |
| 21 | NET | Cloudflare Inc - Class A | 股票-科技 | 0.56% | -0.02% | -6.10% | |
| 22 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.54% | +0.18% | +28.30% | |
| 23 | SNA | Snap-on Inc | 股票-工业 | 0.53% | -0.04% | +3.33% | |
| 24 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.53% | -0.10% | -6.15% | |
| 25 | FBT | First Trust Nyse Arca Biotec | ETF-其他 | 0.50% | -0.01% | +49660.66% | |
| 26 | CRM | Salesforce Inc | 股票-科技 | 0.50% | -0.09% | +10.68% | |
| 27 | ACN | Accenture plc | 股票-科技 | 0.49% | -0.11% | +119.99% | |
| 28 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.49% | -0.07% | +18.04% | |
| 29 | FXN | First Trust Energy Alphadex | ETF-其他 | 0.48% | -0.48% | EXIT | |
| 30 | FTXR | First Trust Nasdaq Transport | ETF-科技型 | 0.48% | -0.01% | — | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.47% | -0.05% | +16.36% | |
| 32 | MISL | First Trust Indxx Aero & Def | ETF-其他 | 0.47% | -0.47% | EXIT | |
| 33 | FTXL | First Trust Nasdaq Semicondu | ETF-科技型 | 0.46% | +0.02% | -22.68% | |
| 34 | MPWR | Monolithic Power Systems Inc | 股票-科技 | 0.46% | -0.07% | -15.70% | |
| 35 | MLI | Mueller Industries Inc | 股票-工业 | 0.44% | +0.05% | +0.60% | |
| 36 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.44% | -0.09% | +3.98% | |
| 37 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.42% | -0.07% | +0.89% | |
| 38 | BKR | Baker Hughes Co | 股票-能源 | 0.42% | -0.15% | +4.04% | |
| 39 | PNC | Pnc Financial Services Group | 股票-金融 | 0.42% | -0.17% | +8.28% | |
| 40 | FIX | Comfort Systems USA Inc | 股票-工业 | 0.41% | +0.03% | -13.73% | |
| 41 | PFE | Pfizer Inc | 股票-医疗保健 | 0.41% | -0.10% | +9.03% | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.40% | +0.01% | -3.47% | |
| 43 | PWR | Quanta Services Inc | 股票-工业 | 0.39% | +0.43% | +18.33% | |
| 44 | GE | General Electric | 股票-工业 | 0.39% | — | +0.40% | |
| 45 | AKAM | Akamai Technologies Inc | 股票-科技 | 0.39% | -0.06% | -29.20% | |
| 46 | VLTO | Veralto CORP | 股票-工业 | 0.39% | +0.04% | +31.47% | |
| 47 | NFLX | Netflix Inc | 股票-通信服务 | 0.38% | -0.22% | -26.55% | |
| 48 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.38% | -0.18% | -3.52% | |
| 49 | ORCL | Oracle CORP | 股票-科技 | 0.38% | +0.08% | +23.26% | |
| 50 | ANET | Arista Networks Inc | 股票-科技 | 0.38% | +0.08% | +13.85% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | FBT | First Trust Nyse Arca Biotec | +0.5% | +49660.66% | 加仓 |
| 2 | FTNT | Fortinet Inc | +0.2% | +45.51% | 加仓 |
| 3 | ETN | Eaton Corporation plc | +0.2% | +38.72% | 加仓 |
| 4 | GEV | GE Vernova Inc | +0.2% | +14.78% | 加仓 |
| 5 | ACN | Accenture plc | +0.2% | +119.99% | 加仓 |
| 6 | GILD | Gilead Sciences Inc | +0.2% | +116.43% | 加仓 |
| 7 | CVX | Chevron CORP | +0.2% | +4.17% | 加仓 |
| 8 | XOM | Exxon Mobil CORP | +0.2% | -6.04% | 减仓 |
| 9 | AGX | Argan Inc | +0.2% | +32.08% | 加仓 |
| 10 | LMT | Lockheed Martin CORP | +0.2% | +99.53% | 加仓 |
| 11 | JNJ | Johnson & Johnson | +0.2% | +28.30% | 加仓 |
| 12 | AFL | Aflac Inc | +0.2% | +161.89% | 加仓 |
| 13 | DT | Dynatrace Inc | +0.2% | +706.82% | 加仓 |
| 14 | NTAP | Netapp Inc | +0.1% | +127.05% | 加仓 |
| 15 | ACGL | Arch Capital Group Ltd. | +0.1% | +319.52% | 加仓 |
| 16 | TT | Trane Technologies plc | +0.1% | +536.60% | 加仓 |
| 17 | PWR | Quanta Services Inc | +0.1% | +18.33% | 加仓 |
| 18 | PPG | Ppg Industries Inc | +0.1% | +321.43% | 加仓 |
| 19 | EOG | Eog Resources Inc | +0.1% | +15.72% | 加仓 |
| 20 | BAC | Bank Of America CORP | +0.1% | +82.48% | 加仓 |
| 21 | HSY | Hershey Co/the | +0.1% | +315.36% | 加仓 |
| 22 | COST | Costco Wholesale CORP | +0.1% | +18.04% | 加仓 |
| 23 | SPXC | Spx Technologies Inc | +0.1% | +181.37% | 加仓 |
| 24 | PRIM | Primoris Services CORP | +0.1% | +47.40% | 加仓 |
| 25 | FSLY | Fastly Inc - Class A | +0.1% | +100.50% | 加仓 |
| 26 | ROST | Ross Stores Inc | +0.1% | +6.12% | 加仓 |
| 27 | MTZ | Mastec Inc | +0.1% | +7.64% | 加仓 |
| 28 | BKR | Baker Hughes Co | +0.1% | +4.04% | 加仓 |
| 29 | DDOG | Datadog Inc - Class A | +0.1% | +81.45% | 加仓 |
| 30 | FROG | JFrog Ltd. | +0.1% | +85066.41% | 加仓 |
| 31 | STRL | Sterling Infrastructure Inc | +0.1% | +27.26% | 加仓 |
| 32 | NVR | Nvr Inc | +0.1% | +879.86% | 加仓 |
| 33 | IBM | Intl Business Machines CORP | +0.1% | +50.48% | 加仓 |
| 34 | AAPL | Apple Inc | +0.1% | +20.89% | 加仓 |
| 35 | RF | Regions Financial CORP | +0.1% | +75.67% | 加仓 |
| 36 | ALSN | Allison Transmission Holding | +0.1% | +85.18% | 加仓 |
| 37 | ADSK | Autodesk Inc | +0.1% | +137.70% | 加仓 |
| 38 | COP | Conocophillips | +0.1% | +8.61% | 加仓 |
| 39 | INGR | Ingredion Inc | +0.1% | +53.10% | 加仓 |
| 40 | FIX | Comfort Systems USA Inc | +0.1% | -13.73% | 减仓 |
| 41 | CINF | Cincinnati Financial CORP | +0.1% | +59.44% | 加仓 |
| 42 | POWL | Powell Industries Inc | +0.1% | -1.81% | 减仓 |
| 43 | APA | Apa CORP | +0.1% | +54.97% | 加仓 |
| 44 | EXPE | Expedia Group Inc | +0.1% | +104.09% | 加仓 |
| 45 | USB | US Bancorp | +0.1% | +39.87% | 加仓 |
| 46 | AMAT | Applied Materials Inc | +0.1% | -14.13% | 减仓 |
| 47 | REGN | Regeneron Pharmaceuticals | +0.1% | +68.60% | 加仓 |
| 48 | PFE | Pfizer Inc | +0.1% | +9.03% | 加仓 |
| 49 | ALL | Allstate CORP | +0.1% | +30.57% | 加仓 |
| 50 | EME | Emcor Group Inc | +0.1% | +7.31% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，First Trust Advisors LP 在 Q1 2026 季度的美股持仓总市值约为 US$1700.1亿，共申报了 2602 个公开持股仓位。
在 Q1 2026 季度，First Trust Advisors LP 按市值排列的前三大核心持股分别为：NVDA (1.3%)、CSCO (1.2%)、AVGO (1.1%)。其中最大持股仓位 NVDA 占据整体投资组合约 1.3% 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
FXN
市值: US$6.7亿
本季最大获利了结 / 清仓标的
FXO
前期市值: US$7.7亿
在 Q1 2026 季度中，First Trust Advisors LP 共进行了 200 项持仓异动，包含新建仓 4 个仓位、加仓 111 个仓位、减仓 77 个仓位以及清仓 8 个仓位。 其中最大新建仓标的为 FXN。 本季清仓仓位包含 FXO。
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。