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
2585 檔
4.8%
First Trust Advisors LP 在 Q2 2025 季度的美股部位總計估值為 US$1700.1億，分散於 2585 個持倉標的之中，反映其市場參與廣度與投資規模。
Q2 2025 數據顯示 First Trust Advisors LP 積極進場，新開立 1 個部位並同步加碼 29 檔個股，反映機構在該季度的資金注入與籌碼積累。
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, MSFT, AVGO 等）合計佔整體申報市值的 4.8%，反映機構在主要關鍵部位上的權重分佈。
本季最大新建倉標的
QQXT
市值: US$7.3億
本季最大獲利了結 / 清倉標的
QTEC
前期市值: US$7.0億
僅顯示前 200 大持股（共 2585 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 | 1.69% | +0.25% | +6.29% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 1.37% | -0.07% | +0.91% | |
| 3 | AVGO | Broadcom Inc | 股票-科技 | 1.29% | — | -7.76% | |
| 4 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.24% | -0.04% | -2.68% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.00% | -0.06% | +5.96% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 0.90% | -0.02% | +10.94% | |
| 7 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.89% | +0.13% | -9.04% | |
| 8 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.87% | +0.31% | +7.68% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.87% | +0.13% | +8.01% | |
| 10 | NFLX | Netflix Inc | 股票-通訊服務 | 0.76% | -0.22% | -8.14% | |
| 11 | INFY | Infosys Ltd-sp Adr | 股票-科技 | 0.75% | — | +24.97% | |
| 12 | NET | Cloudflare Inc - Class A | 股票-科技 | 0.70% | -0.02% | -3.53% | |
| 13 | AAPL | Apple Inc | 股票-科技 | 0.70% | +0.04% | -8.53% | |
| 14 | FDN | First Trust Dj Internet Ind | ETF-其他 | 0.68% | — | -1.74% | |
| 15 | XOM | Exxon Mobil CORP | 股票-能源 | 0.66% | -0.66% | +150.18% | |
| 16 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.66% | -0.07% | +0.98% | |
| 17 | FXO | First Trust Financial Alphad | ETF-其他 | 0.61% | — | -1.93% | |
| 18 | FXR | First Trust Indst/producers | ETF-其他 | 0.61% | — | NEW | |
| 19 | QQXT | First Trust Nasdaq-100 Ex-te | ETF-科技型 | 0.59% | — | — | |
| 20 | CRM | Salesforce Inc | 股票-科技 | 0.59% | -0.09% | +1.99% | |
| 21 | FXU | First Trust Utilities Alphad | ETF-其他 | 0.56% | — | -11.90% | |
| 22 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 0.53% | -0.11% | -1.21% | |
| 23 | IBM | Intl Business Machines CORP | 股票-科技 | 0.52% | +0.02% | -27.53% | |
| 24 | ZS | Zscaler Inc | 股票-科技 | 0.51% | -0.06% | -20.63% | |
| 25 | V | Visa Inc-class A Shares | 股票-金融 | 0.51% | +0.01% | -6.85% | |
| 26 | ADP | Automatic Data Processing | 股票-科技 | 0.51% | +0.04% | +4.44% | |
| 27 | FTNT | Fortinet Inc | 股票-科技 | 0.49% | +0.31% | +13.95% | |
| 28 | ORCL | Oracle CORP | 股票-科技 | 0.48% | +0.08% | -2.34% | |
| 29 | SNA | Snap-on Inc | 股票-工業 | 0.47% | -0.04% | +40.70% | |
| 30 | BLK | Blackrock Inc | 股票-金融 | 0.46% | -0.07% | +3.16% | |
| 31 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.45% | -0.10% | -8.52% | |
| 32 | QCOM | Qualcomm Inc | 股票-科技 | 0.45% | -0.04% | +4.93% | |
| 33 | AMAT | Applied Materials Inc | 股票-科技 | 0.44% | +0.42% | +5.27% | |
| 34 | ANET | Arista Networks Inc | 股票-科技 | 0.44% | +0.08% | +1.83% | |
| 35 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.43% | -0.09% | +112.61% | |
| 36 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.43% | -0.05% | -1.35% | |
| 37 | KLAC | Kla CORP | 股票-科技 | 0.42% | +0.35% | +24.61% | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.40% | -0.25% | -0.50% | |
| 39 | OKTA | Okta Inc | 股票-科技 | 0.39% | +0.12% | +9.06% | |
| 40 | EBAY | Ebay Inc | 股票-循環性消費 | 0.39% | — | -6.05% | |
| 41 | AKAM | Akamai Technologies Inc | 股票-科技 | 0.39% | -0.06% | +4.87% | |
| 42 | FFIV | F5 Inc | 股票-科技 | 0.38% | +0.07% | +5.76% | |
| 43 | LDOS | Leidos Holdings Inc | 股票-科技 | 0.38% | -0.01% | -4.21% | |
| 44 | ROST | Ross Stores Inc | 股票-循環性消費 | 0.38% | -0.14% | +30.12% | |
| 45 | GEN | Gen Digital Inc | 股票-科技 | 0.38% | +0.03% | +7.35% | |
| 46 | ✓ | Cyberark Software LTD. Cmn | 股票-其他 | 0.37% | — | +9.11% | |
| 47 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.36% | — | +2.40% | |
| 48 | EOG | Eog Resources Inc | 股票-能源 | 0.36% | -0.22% | +64.15% | |
| 49 | UNM | Unum Group | 股票-金融 | 0.36% | -0.07% | -5.32% | |
| 50 | DASH | Doordash Inc - A | 股票-循環性消費 | 0.36% | +0.02% | -20.30% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | QQXT | First Trust Nasdaq-100 Ex-te | +0.6% | NEW | 新建倉 |
| 2 | AVGO | Broadcom Inc | +0.4% | -7.76% | 減碼 |
| 3 | XOM | Exxon Mobil CORP | +0.3% | +150.18% | 加碼 |
| 4 | NVDA | Nvidia CORP | +0.3% | +10.94% | 加碼 |
| 5 | MSFT | Microsoft CORP | +0.2% | +0.91% | 加碼 |
| 6 | NET | Cloudflare Inc - Class A | +0.2% | -3.53% | 減碼 |
| 7 | DOV | Dover CORP | +0.2% | +717.39% | 加碼 |
| 8 | ABT | Abbott Laboratories | +0.2% | +180.70% | 加碼 |
| 9 | PEP | Pepsico Inc | +0.2% | +112.61% | 加碼 |
| 10 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | -9.04% | 減碼 |
| 11 | RBRK | Rubrik Inc-a | +0.2% | +44.81% | 加碼 |
| 12 | CMCSA | Comcast Corp-class A | +0.2% | +133.14% | 加碼 |
| 13 | TROW | T Rowe Price Group Inc | +0.2% | +137.75% | 加碼 |
| 14 | META | Meta Platforms Inc-class A | +0.1% | -2.68% | 減碼 |
| 15 | KLAC | Kla CORP | +0.1% | +24.61% | 加碼 |
| 16 | MDLZ | Mondelez International Inc-a | +0.1% | +197.90% | 加碼 |
| 17 | CSCO | Cisco Systems Inc | +0.1% | +6.29% | 加碼 |
| 18 | PANW | Palo Alto Networks Inc | +0.1% | +7.68% | 加碼 |
| 19 | NFLX | Netflix Inc | +0.1% | -8.14% | 減碼 |
| 20 | ORCL | Oracle CORP | +0.1% | -2.34% | 減碼 |
| 21 | GEV | GE Vernova Inc | +0.1% | +100.01% | 加碼 |
| 22 | UNP | Union Pacific CORP | +0.1% | +287.82% | 加碼 |
| 23 | APD | Air Products & Chemicals Inc | +0.1% | +268.75% | 加碼 |
| 24 | BMY | Bristol-myers Squibb Co | +0.1% | +393.23% | 加碼 |
| 25 | AMZN | Amazon.com Inc | +0.1% | +5.96% | 加碼 |
| 26 | INFY | Infosys Ltd-sp Adr | +0.1% | +24.97% | 加碼 |
| 27 | EOG | Eog Resources Inc | +0.1% | +64.15% | 加碼 |
| 28 | GE | General Electric | +0.1% | +89.24% | 加碼 |
| 29 | GOOGL | Alphabet Inc-cl A | +0.1% | +8.01% | 加碼 |
| 30 | BKNG | Booking Holdings Inc | +0.1% | +0.98% | 加碼 |
| 31 | MRK | Merck & Co. Inc. | +0.1% | +77.92% | 加碼 |
| 32 | LRCX | Lam Research CORP | +0.1% | +19.81% | 加碼 |
| 33 | RJF | Raymond James Financial Inc | +0.1% | +39.93% | 加碼 |
| 34 | ANET | Arista Networks Inc | +0.1% | +1.83% | 加碼 |
| 35 | AMAT | Applied Materials Inc | +0.1% | +5.27% | 加碼 |
| 36 | SNA | Snap-on Inc | +0.1% | +40.70% | 加碼 |
| 37 | FDN | First Trust Dj Internet Ind | +0.1% | -1.74% | 減碼 |
| 38 | ZTS | Zoetis Inc | -0.1% | -70.21% | 減碼 |
| 39 | HO1 | Hologic Inc | -0.1% | -83.44% | 減碼 |
| 40 | WMT | Walmart Inc | -0.1% | -67.26% | 減碼 |
| 41 | DUK | Duke Energy CORP | -0.1% | -57.60% | 減碼 |
| 42 | LMT | Lockheed Martin CORP | -0.2% | -74.60% | 減碼 |
| 43 | GILD | Gilead Sciences Inc | -0.2% | -55.45% | 減碼 |
| 44 | MKL | Markel Group Inc | -0.2% | -80.19% | 減碼 |
| 45 | CB | Chubb Limited | -0.2% | -29.56% | 減碼 |
| 46 | AAPL | Apple Inc | -0.2% | -8.53% | 減碼 |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -56.89% | 減碼 |
| 48 | ABBV | Abbvie Inc | -0.3% | -43.48% | 減碼 |
| 49 | PM | Philip Morris International | -0.3% | -82.70% | 減碼 |
| 50 | QTEC | First Trust Nasdq 100 Tech I | -0.6% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，First Trust Advisors LP 在 Q2 2025 季度的美股持倉總市值約為 US$1700.1億，共申報了 2585 個公開持股部位。
在 Q2 2025 季度，First Trust Advisors LP 按市值排列的前三大核心持股分別為：CSCO (1.7%)、MSFT (1.4%)、AVGO (1.3%)。其中最大持股部位 CSCO 佔據整體投資組合約 1.7% 的權重。
在 Q2 2025 季度中，First Trust Advisors LP 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 29 個部位、減碼 19 個部位以及清倉 1 個部位。 其中最大新建倉標的為 QQXT。 本季清倉部位包含 QTEC。
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。
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。
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。