13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0001125816
申報總市值
US$1700.1億
US$1700.1億
2355 檔
3.3%
在 Q3 2024 申報期間，First Trust Advisors LP（CIK: 0001125816）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$1700.1億，共持有 2355 個公開申報部位。
在 Q3 2024 期間，First Trust Advisors LP 展現了靈活的資產再平衡步調，透過出清 2 檔弱勢或達到目標價部位，將資金轉置於 3 檔新建倉標的之中。
在資產配置集中度方面，First Trust Advisors LP 的前 5 大核心持股（包含 CSCO, AVGO, MSFT 等）合計佔整體申報市值的 3.3%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 2355 檔）
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 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-通訊服務 | 0.83% | -0.04% | -5.30% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 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-通訊服務 | 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-醫療保健 | 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-通訊服務 | 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-通訊服務 | 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-醫療保健 | 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-工業 | 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-工業 | 0.39% | -0.04% | +11.01% | |
| 42 | BAH | Booz Allen Hamilton Holdings | 股票-工業 | 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-通訊服務 | 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-原物料 | 0.35% | -0.03% | -0.42% | |
| 48 | CPRT | Copart Inc | 股票-工業 | 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% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | TEL | TE Connectivity plc | +0.3% | NEW | 新建倉 |
| 2 | AFL | Aflac Inc | +0.2% | +50.18% | 加碼 |
| 3 | CMI | Cummins Inc | +0.2% | +415.54% | 加碼 |
| 4 | LPLA | Lpl Financial Holdings Inc | +0.2% | +1007.05% | 加碼 |
| 5 | EXPD | Expeditors Intl Wash Inc | +0.2% | +296.77% | 加碼 |
| 6 | BLKCHF | Blackrock Inc | +0.2% | +307.84% | 加碼 |
| 7 | EG | Everest Group, Ltd. | +0.2% | +199.17% | 加碼 |
| 8 | EA | Electronic Arts Inc | +0.2% | +433.28% | 加碼 |
| 9 | VRTX | Vertex Pharmaceuticals Inc | +0.2% | +182.79% | 加碼 |
| 10 | COP | Conocophillips | +0.1% | +212.75% | 加碼 |
| 11 | CPRT | Copart Inc | +0.1% | +64.29% | 加碼 |
| 12 | ORCL | Oracle CORP | +0.1% | +17.81% | 加碼 |
| 13 | LUMN | Lumen Technologies Inc | +0.1% | +1.23% | 加碼 |
| 14 | SMCIUSD | Super Micro Computer Inc | +0.1% | +1437.86% | 加碼 |
| 15 | NKE | Nike Inc -cl B | +0.1% | +21.89% | 加碼 |
| 16 | FERG | Ferguson Enterprises Inc | +0.1% | NEW | 新建倉 |
| 17 | RBRK | Rubrik Inc-a | +0.1% | +4701.94% | 加碼 |
| 18 | TMUS | T-mobile US Inc | +0.1% | +48.11% | 加碼 |
| 19 | MSEX | Middlesex Water Co | +0.1% | +13141.09% | 加碼 |
| 20 | ACN | Accenture plc | +0.1% | +12.05% | 加碼 |
| 21 | USFR | Wisdomtree Floating Rate Tre | +0.1% | NEW | 新建倉 |
| 22 | WMS | Advanced Drainage Systems In | +0.1% | +59.09% | 加碼 |
| 23 | CRM | Salesforce Inc | +0.1% | +11.35% | 加碼 |
| 24 | SNA | Snap-on Inc | +0.1% | +11.01% | 加碼 |
| 25 | WSM | Williams-sonoma Inc | +0.1% | +128.38% | 加碼 |
| 26 | CSCO | Cisco Systems Inc | 0% | -2.18% | 減碼 |
| 27 | IBM | Intl Business Machines CORP | 0% | -10.73% | 減碼 |
| 28 | CB | Chubb Limited | 0% | +2.36% | 加碼 |
| 29 | FXR | First Trust Indst/producers | 0% | -1.07% | 減碼 |
| 30 | FERG | Ferguson Enterprises Inc. | -0.1% | EXIT | 清倉 |
| 31 | TEL | TE Connectivity plc | -0.1% | EXIT | 清倉 |
| 32 | TEAM | Atlassian Corp-cl A | -0.1% | -17.48% | 減碼 |
| 33 | OKTA | Okta Inc | -0.1% | -2.85% | 減碼 |
| 34 | ANETEUR | Arista Networks Inc | -0.1% | -22.12% | 減碼 |
| 35 | REGN | Regeneron Pharmaceuticals | -0.1% | -19.42% | 減碼 |
| 36 | ZS | Zscaler Inc | -0.1% | -5.08% | 減碼 |
| 37 | FTXL | First Trust Nasdaq Semicondu | -0.1% | -1.07% | 減碼 |
| 38 | GPC | Genuine Parts Co | -0.1% | -87.24% | 減碼 |
| 39 | NET | Cloudflare Inc - Class A | -0.1% | -17.17% | 減碼 |
| 40 | MLM | Martin Marietta Materials | -0.2% | -79.77% | 減碼 |
| 41 | PCAR | Paccar Inc | -0.2% | -25.77% | 減碼 |
| 42 | ITW | Illinois Tool Works | -0.2% | -74.54% | 減碼 |
| 43 | ABNB | Airbnb Inc-class A | -0.2% | -28.51% | 減碼 |
| 44 | CRWD | Crowdstrike Holdings Inc - A | -0.2% | +20.28% | 加碼 |
| 45 | UNP | Union Pacific CORP | -0.2% | -75.08% | 減碼 |
| 46 | ABT | Abbott Laboratories | -0.2% | -72.25% | 減碼 |
| 47 | KMB | Kimberly-clark CORP | -0.2% | -60.85% | 減碼 |
| 48 | UNH | Unitedhealth Group Inc | -0.2% | -68.73% | 減碼 |
| 49 | ROST | Ross Stores Inc | -0.2% | -82.46% | 減碼 |
| 50 | AAPL | Apple Inc | -0.4% | -40.20% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，First Trust Advisors LP 在 Q3 2024 季度的美股持倉總市值約為 US$1700.1億，共申報了 2355 個公開持股部位。
在 Q3 2024 季度，First Trust Advisors LP 按市值排列的前三大核心持股分別為：CSCO (1.5%)、AVGO (1.2%)、MSFT (1.1%)。其中最大持股部位 CSCO 佔據整體投資組合約 1.5% 的權重。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
本季最大新建倉標的
TEL
市值: US$2.8億
本季最大獲利了結 / 清倉標的
TEL
前期市值: US$1.0億
在 Q3 2024 季度中，First Trust Advisors LP 共進行了 50 項持倉異動，包含新建倉 3 個部位、加碼 24 個部位、減碼 21 個部位以及清倉 2 個部位。 其中最大新建倉標的為 TEL。 本季清倉部位包含 TEL。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。