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
2552 檔
4.1%
根據最新整理的 13F 季度數據集，First Trust Advisors LP 於 Q4 2024 結束時的管理資產規模為 US$1700.1億。該機構在本季度申報了 2552 檔美股持倉，呈現出該時期的主要投資地圖。
First Trust Advisors LP 在 Q4 2024 進行了結構性的板塊輪動與部位換股。在開立 5 個全新部位及加碼 22 檔持股的同時，亦同步清倉 6 檔並減碼 17 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 CSCO, AVGO, MSFT）占據了總市值的 4.1%，展現出該機構在 Q4 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 2552 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 | 1.58% | +0.25% | -0.35% | |
| 2 | AVGO | Broadcom Inc | 股票-科技 | 1.42% | — | -1.24% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 1.18% | -0.07% | +22.16% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.02% | -0.06% | +15.43% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.91% | -0.04% | +15.15% | |
| 6 | IBM | Intl Business Machines CORP | 股票-科技 | 0.78% | +0.02% | +26.38% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 0.74% | +0.04% | +27.35% | |
| 8 | FDN | First Trust Dj Internet Ind | ETF-其他 | 0.73% | — | -10.43% | |
| 9 | FXO | First Trust Financial Alphad | ETF-其他 | 0.72% | — | — | |
| 10 | QTEC | First Trust Nasdq 100 Tech I | ETF-科技型 | 0.71% | +0.48% | +2.15% | |
| 11 | FXD | First Trust Consumer Discret | ETF-其他 | 0.71% | — | +3.96% | |
| 12 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.71% | +0.13% | -13.95% | |
| 13 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.70% | +0.31% | +101.26% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.70% | +0.13% | +13.18% | |
| 15 | FXR | First Trust Indst/producers | ETF-其他 | 0.70% | — | NEW | |
| 16 | INFY | Infosys Ltd-sp Adr | 股票-科技 | 0.63% | — | +14.52% | |
| 17 | NFLX | Netflix Inc | 股票-通訊服務 | 0.59% | -0.22% | -2.56% | |
| 18 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.59% | -0.12% | +22.06% | |
| 19 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 0.57% | -0.11% | -1.87% | |
| 20 | NVDA | Nvidia CORP | 股票-科技 | 0.56% | -0.02% | +16.33% | |
| 21 | SNA | Snap-on Inc | 股票-工業 | 0.54% | -0.04% | +29.21% | |
| 22 | QCOM | Qualcomm Inc | 股票-科技 | 0.54% | -0.04% | +2.49% | |
| 23 | ANET | Arista Networks Inc | 股票-科技 | 0.54% | +0.08% | — | |
| 24 | CRM | Salesforce Inc | 股票-科技 | 0.54% | -0.09% | -0.82% | |
| 25 | NET | Cloudflare Inc - Class A | 股票-科技 | 0.51% | -0.02% | -5.32% | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 0.49% | -0.66% | +14.34% | |
| 27 | V | Visa Inc-class A Shares | 股票-金融 | 0.47% | +0.01% | +2.10% | |
| 28 | MA | Mastercard Inc - A | 股票-金融 | 0.47% | -0.02% | +4.97% | |
| 29 | CB | Chubb Limited | 股票-金融 | 0.47% | -0.02% | +6.46% | |
| 30 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.44% | -0.10% | +11.63% | |
| 31 | MLI | Mueller Industries Inc | 股票-工業 | 0.43% | +0.05% | +5.56% | |
| 32 | AKAM | Akamai Technologies Inc | 股票-科技 | 0.43% | -0.06% | +15.60% | |
| 33 | FTNT | Fortinet Inc | 股票-科技 | 0.43% | +0.31% | -3.76% | |
| 34 | AMAT | Applied Materials Inc | 股票-科技 | 0.42% | +0.42% | +0.27% | |
| 35 | KLAC | Kla CORP | 股票-科技 | 0.41% | +0.35% | +17.88% | |
| 36 | ELV | Elevance Health Inc | 股票-醫療保健 | 0.41% | -0.03% | +48.68% | |
| 37 | AFL | Aflac Inc | 股票-金融 | 0.41% | -0.07% | -8.84% | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.41% | -0.25% | -3.49% | |
| 39 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.40% | — | +6.17% | |
| 40 | ORCL | Oracle CORP | 股票-科技 | 0.39% | +0.08% | -6.89% | |
| 41 | TXN | Texas Instruments Inc | 股票-科技 | 0.39% | +0.06% | +0.69% | |
| 42 | LRCX | Lam Research CORP | 股票-科技 | 0.39% | +0.27% | — | |
| 43 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.38% | -0.05% | +6.20% | |
| 44 | ZS | Zscaler Inc | 股票-科技 | 0.36% | -0.06% | -0.77% | |
| 45 | FITB | Fifth Third Bancorp | 股票-金融 | 0.36% | -0.06% | +12.08% | |
| 46 | RF | Regions Financial CORP | 股票-金融 | 0.35% | +0.08% | +7.74% | |
| 47 | EXE | Expand Energy CORP | 股票-能源 | 0.35% | -0.02% | -8.97% | |
| 48 | SYF | Synchrony Financial | 股票-金融 | 0.35% | +0.08% | -14.20% | |
| 49 | EWBC | East West Bancorp Inc | 股票-金融 | 0.34% | -0.06% | +0.19% | |
| 50 | PFE | Pfizer Inc | 股票-醫療保健 | 0.34% | -0.10% | +20.31% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | FXO | First Trust Financial Alphad | +0.7% | NEW | 新建倉 |
| 2 | ANET | Arista Networks Inc | +0.5% | NEW | 新建倉 |
| 3 | LRCX | Lam Research CORP | +0.4% | NEW | 新建倉 |
| 4 | AVGO | Broadcom Inc | +0.3% | -1.24% | 減碼 |
| 5 | AMZN | Amazon.com Inc | +0.2% | +15.43% | 加碼 |
| 6 | BLK | Blackrock Inc | +0.2% | NEW | 新建倉 |
| 7 | BRO | Brown & Brown Inc | +0.2% | +626.55% | 加碼 |
| 8 | ACGL | Arch Capital Group Ltd. | +0.2% | +663.29% | 加碼 |
| 9 | AON | Aon plc | +0.2% | +5877.41% | 加碼 |
| 10 | AAPL | Apple Inc | +0.2% | +27.35% | 加碼 |
| 11 | SNA | Snap-on Inc | +0.2% | +29.21% | 加碼 |
| 12 | APP | Applovin Corp-class A | +0.2% | -12.77% | 減碼 |
| 13 | ROST | Ross Stores Inc | +0.2% | +411.28% | 加碼 |
| 14 | RNR | RenaissanceRe Holdings Ltd. | +0.2% | +462.83% | 加碼 |
| 15 | VLTO | Veralto CORP | +0.1% | +222.32% | 加碼 |
| 16 | UNP | Union Pacific CORP | +0.1% | +318.35% | 加碼 |
| 17 | NOC | Northrop Grumman CORP | +0.1% | +337.10% | 加碼 |
| 18 | KMB | Kimberly-clark CORP | +0.1% | +163.11% | 加碼 |
| 19 | PLTR | Palantir Technologies Inc-a | +0.1% | +37.24% | 加碼 |
| 20 | FLUT | Flutter Entertainment plc | +0.1% | +49470.36% | 加碼 |
| 21 | MSFT | Microsoft CORP | +0.1% | +22.16% | 加碼 |
| 22 | IBM | Intl Business Machines CORP | +0.1% | +26.38% | 加碼 |
| 23 | GOOGL | Alphabet Inc-cl A | +0.1% | +13.18% | 加碼 |
| 24 | RBRK | Rubrik Inc-a | +0.1% | +26.59% | 加碼 |
| 25 | PGX | Invesco Preferred ETF | +0.1% | NEW | 新建倉 |
| 26 | NVDA | Nvidia CORP | +0.1% | +16.33% | 加碼 |
| 27 | META | Meta Platforms Inc-class A | +0.1% | +15.15% | 加碼 |
| 28 | TSLA | Tesla Inc | +0.1% | +7.06% | 加碼 |
| 29 | NFLX | Netflix Inc | +0.1% | -2.56% | 減碼 |
| 30 | NET | Cloudflare Inc - Class A | +0.1% | -5.32% | 減碼 |
| 31 | CSCO | Cisco Systems Inc | 0% | -0.35% | 減碼 |
| 32 | APTV | Aptiv PLC | -0.1% | EXIT | 清倉 |
| 33 | SMCIUSD | Super Micro Computer Inc | -0.1% | EXIT | 清倉 |
| 34 | REGN | Regeneron Pharmaceuticals | -0.1% | -6.63% | 減碼 |
| 35 | EG | Everest Group, Ltd. | -0.1% | -38.63% | 減碼 |
| 36 | AMAT | Applied Materials Inc | -0.1% | +0.27% | 加碼 |
| 37 | APH | Amphenol Corp-cl A | -0.2% | -67.81% | 減碼 |
| 38 | RJF | Raymond James Financial Inc | -0.2% | -91.41% | 減碼 |
| 39 | MNST | Monster Beverage CORP | -0.2% | -79.85% | 減碼 |
| 40 | CPRT | Copart Inc | -0.2% | -48.26% | 減碼 |
| 41 | VRTX | Vertex Pharmaceuticals Inc | -0.2% | -66.47% | 減碼 |
| 42 | WRB | Wr Berkley CORP | -0.2% | -81.31% | 減碼 |
| 43 | TEL | TE Connectivity plc | -0.2% | -66.20% | 減碼 |
| 44 | MDLZ | Mondelez International Inc-a | -0.2% | -62.67% | 減碼 |
| 45 | CMI | Cummins Inc | -0.2% | -79.22% | 減碼 |
| 46 | LPLA | Lpl Financial Holdings Inc | -0.2% | -98.99% | 減碼 |
| 47 | BLKCHF | Blackrock Inc | -0.2% | EXIT | 清倉 |
| 48 | ANETEUR | Arista Networks Inc | -0.4% | EXIT | 清倉 |
| 49 | LRCXEUR | Lam Research CORP | -0.5% | EXIT | 清倉 |
| 50 | FTXL | First Trust Nasdaq Semicondu | -0.8% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，First Trust Advisors LP 在 Q4 2024 季度的美股持倉總市值約為 US$1700.1億，共申報了 2552 個公開持股部位。
在 Q4 2024 季度，First Trust Advisors LP 按市值排列的前三大核心持股分別為：CSCO (1.6%)、AVGO (1.4%)、MSFT (1.2%)。其中最大持股部位 CSCO 佔據整體投資組合約 1.6% 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
FXO
市值: US$8.1億
本季最大獲利了結 / 清倉標的
FTXL
前期市值: US$8.3億
在 Q4 2024 季度中，First Trust Advisors LP 共進行了 50 項持倉異動，包含新建倉 5 個部位、加碼 22 個部位、減碼 17 個部位以及清倉 6 個部位。 其中最大新建倉標的為 FXO。 本季清倉部位包含 FTXL。
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。