FT

First Trust Advisors LP

分散型投资策略趋势追踪型高品质投资策略

申报总市值

US$1399.5亿

申报季度: 2026-03-31 · 持股只数: 2882

FIRST TRUST ADVISORS LP在最新一期 13F 报告中披露了 2882 项持股，申报期为 2026-03-31，总持股市值约为 US$1399.5亿，季度换手率为 31.5%。

机构性格雪花图

集中度
1.19
持仓稳定性
31.45
动能／逆势
74.4
行业集中度
49.19
多样化
100
仓位均衡度
74.05

近期动向

  • 减仓 INFY

    -69.9%　-US$8.0亿

  • 减仓 FDN

    -99.2%　-US$7.5亿

  • 加仓 FBT

    +49660.7%　US$7.0亿

  • 减仓 META

    -12.4%　-US$3.4亿

  • 减仓 AMZN

    -17.1%　-US$3.0亿

  • 减仓 RBRK

    -30.7%　-US$3.0亿

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

仅显示前 2602 大持股（共 2882 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
1NVDANvidia CORP股票-科技1.30%—+5.43%
2CSCOCisco Systems INC股票-科技1.23%-0.22%-14.47%
3AVGOBroadcom INC股票-科技1.14%—+8.85%
4MSFTMicrosoft CORP股票-科技1.09%-0.19%+13.81%
5GOOGLAlphabet Inc-cl A股票-通信服务1.01%—+0.96%
6AAPLApple INC股票-科技0.95%—+20.89%
7METAMeta Platforms Inc-class A股票-通信服务0.77%-0.26%-12.36%
8XOMExxon Mobil CORP股票-能源0.75%+0.17%-6.04%
9PANWPalo Alto Networks INC股票-科技0.74%—+4.41%
10CRWDCrowdstrike Holdings INC - A股票-科技0.72%—+16.62%
11FTNTFortinet INC股票-科技0.67%+0.21%+45.51%
12AMZNAmazon.com INC股票-周期性消费0.65%-0.23%-17.11%
13LRCXLam Research CORP股票-科技0.65%—-24.54%
14CVXChevron CORP股票-能源0.63%+0.17%+4.17%
15AMATApplied Materials INC股票-科技0.63%—-14.13%
16GEVGE Vernova INC股票-工业0.60%+0.20%+14.78%
17KLACKla CORP股票-科技0.60%—-13.48%
18ETNEaton Corporation plc股票-工业0.59%+0.21%+38.72%
19IBMIntl Business Machines CORP股票-科技0.58%—+50.48%
20ROSTRoss Stores INC股票-周期性消费0.57%+0.11%+6.12%
21NETCloudflare INC - Class A股票-科技0.56%—-6.10%
22JNJJohnson & Johnson股票-医疗保健0.54%+0.15%+28.30%
23SNASnap-on INC股票-工业0.53%—+3.33%
24VZVerizon Communications INC股票-通信服务0.53%—-6.15%
25FBTFirst Trust Nyse Arca BiotecETF-其他0.50%+0.50%+49660.66%
26CRMSalesforce INC股票-科技0.50%-0.15%+10.68%
27ACNAccenture plc股票-科技0.49%+0.18%+119.99%
28COSTCostco Wholesale CORP股票-非周期性消费0.49%+0.12%+18.04%
29FXNFirst Trust Energy AlphadexETF-其他0.48%+0.48%NEW
30FTXRFirst Trust Nasdaq TransportETF-科技型0.48%+0.48%NEW
31JPMJpmorgan Chase & Co股票-金融0.47%—+16.36%
32MISLFirst Trust Indxx Aero & DefETF-其他0.47%—-20.98%
33FTXLFirst Trust Nasdaq SemiconduETF-科技型0.46%—-22.68%
34MPWRMonolithic Power Systems INC股票-科技0.46%—-15.70%
35MLIMueller Industries INC股票-工业0.44%—+0.60%
36PEPPepsico INC股票-非周期性消费0.44%—+3.98%
37BKNGBooking Holdings INC股票-周期性消费0.42%—+0.89%
38BKRBaker Hughes Co股票-能源0.42%—+4.04%
39PNCPnc Financial Services Group股票-金融0.42%—+8.28%
40FIXComfort Systems USA INC股票-工业0.41%—-13.73%
41PFEPfizer INC股票-医疗保健0.41%—+9.03%
42VVisa Inc-class A Shares股票-金融0.40%—-3.47%
43PWRQuanta Services INC股票-工业0.39%+0.13%+18.33%
44GEGeneral Electric股票-工业0.39%—+0.40%
45AKAMAkamai Technologies INC股票-科技0.39%—-29.20%
46VLTOVeralto CORP股票-工业0.39%—+31.47%
47NFLXNetflix INC股票-通信服务0.38%-0.14%-26.55%
48MRKMerck & Co. INC.股票-医疗保健0.38%—-3.52%
49ORCLOracle CORP股票-科技0.38%—+23.26%
50ANETArista Networks INC股票-科技0.38%—+13.85%
1–50 of 2,602

本季持股变动

First Trust Advisors LP 在 2026-03-31 最显著的持仓异动： 清仓: First Trust Financial Alphad (FXO); 清仓: First Trust Utilities Alphad (FXU); 新建仓: First Trust Energy Alphadex (FXN); 新建仓: First Trust Nasdaq Transport (FTXR); 减仓: Infosys Ltd-sp Adr (INFY) — 股数 -69.92%.

First Trust Advisors LP 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1FBTFirst Trust Nyse Arca Biotec+0.5%+49660.66%加仓
2FTNTFortinet INC+0.2%+45.51%加仓
3ETNEaton Corporation plc+0.2%+38.72%加仓
4GEVGE Vernova INC+0.2%+14.78%加仓
5ACNAccenture plc+0.2%+119.99%加仓
6GILDGilead Sciences INC+0.2%+116.43%加仓
7CVXChevron CORP+0.2%+4.17%加仓
8XOMExxon Mobil CORP+0.2%-6.04%减仓
9AGXArgan INC+0.2%+32.08%加仓
10LMTLockheed Martin CORP+0.2%+99.53%加仓
11JNJJohnson & Johnson+0.2%+28.30%加仓
12AFLAflac INC+0.2%+161.89%加仓
13DTDynatrace INC+0.2%+706.82%加仓
14NTAPNetapp INC+0.1%+127.05%加仓
15ACGLArch Capital Group Ltd.+0.1%+319.52%加仓
16TTTrane Technologies plc+0.1%+536.60%加仓
17PWRQuanta Services INC+0.1%+18.33%加仓
18PPGPpg Industries INC+0.1%+321.43%加仓
19EOGEog Resources INC+0.1%+15.72%加仓
20BACBank Of America CORP+0.1%+82.48%加仓
21HSYHershey Co/the+0.1%+315.36%加仓
22COSTCostco Wholesale CORP+0.1%+18.04%加仓
23SPXCSpx Technologies INC+0.1%+181.37%加仓
24PRIMPrimoris Services CORP+0.1%+47.40%加仓
25FSLYFastly INC - Class A+0.1%+100.50%加仓
26ROSTRoss Stores INC+0.1%+6.12%加仓
27MTZMastec INC+0.1%+7.64%加仓
28MSIMotorola Solutions INC-0.1%-66.21%减仓
29OKTAOkta INC-0.1%-30.44%减仓
30NFLXNetflix INC-0.1%-26.55%减仓
31OTEXOpen Text CORP-0.2%-35.88%减仓
32BAHBooz Allen Hamilton Holdings-0.2%-45.13%减仓
33CMICummins INC-0.2%-73.96%减仓
34CRMSalesforce INC-0.2%+10.68%加仓
35EXPDExpeditors Intl Wash INC-0.2%-90.52%减仓
36LDOSLeidos Holdings INC-0.2%-41.92%减仓
37GENGen Digital INC-0.2%-25.74%减仓
38MSFTMicrosoft CORP-0.2%+13.81%加仓
39FFIVF5 INC-0.2%-46.36%减仓
40CTSHCognizant Tech Solutions-a-0.2%-20.62%减仓
41RBRKRubrik Inc-a-0.2%-30.70%减仓
42CSCOCisco Systems INC-0.2%-14.47%减仓
43AMZNAmazon.com INC-0.2%-17.11%减仓
44METAMeta Platforms Inc-class A-0.3%-12.36%减仓
45FDNFirst Trust Dj Internet Ind-0.6%-99.23%减仓
46INFYInfosys Ltd-sp Adr-0.6%-69.92%减仓
47FXOFirst Trust Financial Alphad—EXIT清仓
48FXUFirst Trust Utilities Alphad—EXIT清仓
49FXNFirst Trust Energy Alphadex—NEW新建仓
50FTXRFirst Trust Nasdaq Transport—NEW新建仓

FAQ

First Trust Advisors LP 是什么机构？属于哪种投资人类型？
First Trust Advisors LP 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$1399.5亿，分布在 2882 个已申报仓位之中。
First Trust Advisors LP 目前前几大持股有哪些？
根据最新 13F 申报，First Trust Advisors LP 按市值排列的前几大持股为： 1. Nvidia CORP (NVDA) — US$18.2亿 (1.3%) 2. Cisco Systems INC (CSCO) — US$17.2亿 (1.2%) 3. Broadcom INC (AVGO) — US$16.0亿 (1.1%) 4. Microsoft CORP (MSFT) — US$15.3亿 (1.1%) 5. Alphabet Inc-cl A (GOOGL) — US$14.1亿 (1.0%)
First Trust Advisors LP 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，First Trust Advisors LP 共进行了 50 项显著调整：新建仓 2 个仓位、加仓 28 个既有持股、减仓 18 个仓位，并完全清仓 2 个持股。 其中幅度最大的异动：清仓: First Trust Financial Alphad (FXO); 清仓: First Trust Utilities Alphad (FXU); 新建仓: First Trust Energy Alphadex (FXN); 新建仓: First Trust Nasdaq Transport (FTXR); 减仓: Infosys Ltd-sp Adr (INFY) — 股数 -69.92%
First Trust Advisors LP 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，First Trust Advisors LP 的主要板块分布如下： • Information Technology: 28.7% • Industrials: 19.2% • Financials: 15.4% • Health Care: 8.0% • Consumer Discretionary: 7.6% • Energy: 5.6%