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
2566 檔
5.0%
根據最新整理的 13F 季度數據集，First Trust Advisors LP 於 Q3 2025 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 2566 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q3 2025，First Trust Advisors LP 操作展現出積極擴展與加碼意向。本季共新建倉 2 個新部位，並對 33 個既有持股進行加碼（合計增持 35 檔），相較減碼與清倉部位顯著佔優。
整體而言，First Trust Advisors LP 的前 5 大持股（包含 CSCO, AVGO, MSFT）貢獻了組合市值的 5.0%，形成該機構在 Q3 2025 季度的基本面基石。
本季最大新建倉標的
QQXT
市值: US$7.1億
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 2566 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 | 1.49% | +0.25% | -3.83% | |
| 2 | AVGO | Broadcom Inc | 股票-科技 | 1.30% | — | -8.94% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 1.24% | -0.07% | -5.79% | |
| 4 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.17% | -0.04% | +2.07% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 1.11% | -0.02% | +11.91% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.00% | +0.13% | -9.72% | |
| 7 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.95% | +0.13% | +19.89% | |
| 8 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.90% | +0.31% | +11.54% | |
| 9 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.89% | -0.06% | -3.83% | |
| 10 | AAPL | Apple Inc | 股票-科技 | 0.80% | +0.04% | +0.39% | |
| 11 | INFY | Infosys Ltd-sp Adr | 股票-科技 | 0.72% | — | +17.88% | |
| 12 | NFLX | Netflix Inc | 股票-通訊服務 | 0.66% | -0.22% | +6.17% | |
| 13 | IBM | Intl Business Machines CORP | 股票-科技 | 0.64% | +0.02% | +39.55% | |
| 14 | FDN | First Trust Dj Internet Ind | ETF-其他 | 0.64% | — | -2.91% | |
| 15 | NET | Cloudflare Inc - Class A | 股票-科技 | 0.63% | -0.02% | -11.08% | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 0.60% | -0.66% | -5.39% | |
| 17 | CRM | Salesforce Inc | 股票-科技 | 0.59% | -0.09% | +25.77% | |
| 18 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.59% | -0.07% | +4.34% | |
| 19 | FXO | First Trust Financial Alphad | ETF-其他 | 0.58% | — | -2.88% | |
| 20 | FXR | First Trust Indst/producers | ETF-其他 | 0.58% | — | NEW | |
| 21 | EBAY | Ebay Inc | 股票-循環性消費 | 0.56% | — | +27.83% | |
| 22 | KLAC | Kla CORP | 股票-科技 | 0.56% | +0.35% | +20.35% | |
| 23 | FXU | First Trust Utilities Alphad | ETF-其他 | 0.54% | — | -2.88% | |
| 24 | QQXT | First Trust Nasdaq-100 Ex-te | ETF-科技型 | 0.53% | — | -2.88% | |
| 25 | ORCL | Oracle CORP | 股票-科技 | 0.51% | +0.08% | -11.35% | |
| 26 | ZS | Zscaler Inc | 股票-科技 | 0.50% | -0.06% | +9.50% | |
| 27 | SNA | Snap-on Inc | 股票-工業 | 0.49% | -0.04% | +1.26% | |
| 28 | QCOM | Qualcomm Inc | 股票-科技 | 0.48% | -0.04% | +11.29% | |
| 29 | CVX | Chevron CORP | 股票-能源 | 0.48% | -0.25% | +18.84% | |
| 30 | LRCX | Lam Research CORP | 股票-科技 | 0.48% | +0.27% | +25.17% | |
| 31 | FTNT | Fortinet Inc | 股票-科技 | 0.47% | +0.31% | +30.94% | |
| 32 | AMAT | Applied Materials Inc | 股票-科技 | 0.47% | +0.42% | +4.91% | |
| 33 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.46% | -0.10% | +8.37% | |
| 34 | EA | Electronic Arts Inc | 股票-通訊服務 | 0.46% | -0.10% | +26.27% | |
| 35 | ADP | Automatic Data Processing | 股票-科技 | 0.46% | +0.04% | +2.68% | |
| 36 | V | Visa Inc-class A Shares | 股票-金融 | 0.46% | +0.01% | +0.73% | |
| 37 | ROST | Ross Stores Inc | 股票-循環性消費 | 0.46% | -0.14% | +10.23% | |
| 38 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 0.45% | -0.11% | +7.58% | |
| 39 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.43% | -0.09% | +1.47% | |
| 40 | MLI | Mueller Industries Inc | 股票-工業 | 0.42% | +0.05% | +3.04% | |
| 41 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.42% | -0.05% | -1.81% | |
| 42 | ANET | Arista Networks Inc | 股票-科技 | 0.42% | +0.08% | -26.64% | |
| 43 | ACM | Aecom | 股票-工業 | 0.41% | -0.08% | +105.25% | |
| 44 | FFIV | F5 Inc | 股票-科技 | 0.39% | +0.07% | +1.16% | |
| 45 | LDOS | Leidos Holdings Inc | 股票-科技 | 0.39% | -0.01% | -6.97% | |
| 46 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.39% | -0.18% | +26.46% | |
| 47 | CHKP | Check Point Software Technologies Ltd. | 股票-科技 | 0.38% | -0.05% | +31.45% | |
| 48 | ✓ | Cyberark Software LTD. Cmn | 股票-其他 | 0.38% | — | -5.81% | |
| 49 | ACN | Accenture plc | 股票-科技 | 0.37% | -0.11% | +85.87% | |
| 50 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.36% | -0.02% | +1.49% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.5% | +11.91% | 加碼 |
| 2 | AVGO | Broadcom Inc | +0.4% | -8.94% | 減碼 |
| 3 | XOM | Exxon Mobil CORP | +0.3% | -5.39% | 加碼 |
| 4 | KLAC | Kla CORP | +0.3% | +20.35% | 加碼 |
| 5 | LRCX | Lam Research CORP | +0.3% | +25.17% | 加碼 |
| 6 | ABT | Abbott Laboratories | +0.3% | +26.46% | 加碼 |
| 7 | GEV | GE Vernova Inc | +0.2% | +45.54% | 加碼 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.2% | -9.72% | 減碼 |
| 9 | MPWR | Monolithic Power Systems Inc | +0.2% | +66.36% | 加碼 |
| 10 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | +19.89% | 加碼 |
| 11 | EA | Electronic Arts Inc | +0.2% | +26.27% | 加碼 |
| 12 | GE | General Electric | +0.2% | +38.72% | 加碼 |
| 13 | ACM | Aecom | +0.2% | +105.25% | 加碼 |
| 14 | PEP | Pepsico Inc | +0.2% | +1.47% | 加碼 |
| 15 | BKR | Baker Hughes Co | +0.2% | +25.70% | 加碼 |
| 16 | FIX | Comfort Systems USA Inc | +0.2% | +29.82% | 加碼 |
| 17 | NET | Cloudflare Inc - Class A | +0.2% | -11.08% | 減碼 |
| 18 | CBOE | Cboe Global Markets Inc | +0.2% | +215.23% | 加碼 |
| 19 | PANW | Palo Alto Networks Inc | +0.2% | +11.54% | 加碼 |
| 20 | ORCL | Oracle CORP | +0.2% | -11.35% | 減碼 |
| 21 | KTOS | Kratos Defense & Security | +0.2% | +29.48% | 加碼 |
| 22 | CVLT | Commvault Systems Inc | +0.2% | +1335.79% | 加碼 |
| 23 | ETN | Eaton Corporation plc | +0.2% | +45.38% | 加碼 |
| 24 | SCHW | Schwab (charles) CORP | +0.2% | +292.71% | 加碼 |
| 25 | EBAY | Ebay Inc | +0.1% | +27.83% | 加碼 |
| 26 | ROST | Ross Stores Inc | +0.1% | +10.23% | 加碼 |
| 27 | WSM | Williams-sonoma Inc | +0.1% | +30.69% | 加碼 |
| 28 | BMY | Bristol-myers Squibb Co | +0.1% | +22.56% | 加碼 |
| 29 | PHM | Pultegroup Inc | +0.1% | +13.25% | 加碼 |
| 30 | RBRK | Rubrik Inc-a | +0.1% | +10.87% | 加碼 |
| 31 | RBLX | Roblox CORP -class A | +0.1% | +7.98% | 加碼 |
| 32 | PNC | Pnc Financial Services Group | +0.1% | +27.43% | 加碼 |
| 33 | MSFT | Microsoft CORP | +0.1% | -5.79% | 減碼 |
| 34 | AMAT | Applied Materials Inc | +0.1% | +4.91% | 加碼 |
| 35 | RJF | Raymond James Financial Inc | +0.1% | +4.50% | 加碼 |
| 36 | SNA | Snap-on Inc | +0.1% | +1.26% | 加碼 |
| 37 | META | Meta Platforms Inc-class A | +0.1% | +2.07% | 減碼 |
| 38 | INFY | Infosys Ltd-sp Adr | +0.1% | +17.88% | 加碼 |
| 39 | CSCO | Cisco Systems Inc | -0.1% | -3.83% | 加碼 |
| 40 | SYK | Stryker CORP | -0.2% | -88.52% | 減碼 |
| 41 | MKL | Markel Group Inc | -0.2% | -31.78% | 減碼 |
| 42 | EG | Everest Group, Ltd. | -0.2% | -44.36% | 減碼 |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | +11.52% | 減碼 |
| 44 | KMB | Kimberly-clark CORP | -0.2% | -65.54% | 減碼 |
| 45 | AFL | Aflac Inc | -0.3% | -47.46% | 減碼 |
| 46 | PM | Philip Morris International | -0.3% | -1.38% | 減碼 |
| 47 | ABBV | Abbvie Inc | -0.4% | -67.08% | 減碼 |
| 48 | QQXT | First Trust Nasdaq-100 Ex-te | — | NEW | 新建倉 |
| 49 | QTEC | First Trust Nasdq 100 Tech I | — | EXIT | 清倉 |
| 50 | CRWV | Coreweave Inc-cl A | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，First Trust Advisors LP 在 Q3 2025 季度的美股持倉總市值約為 US$1700.1億，共申報了 2566 個公開持股部位。
在 Q3 2025 季度，First Trust Advisors LP 按市值排列的前三大核心持股分別為：CSCO (1.5%)、AVGO (1.3%)、MSFT (1.2%)。其中最大持股部位 CSCO 佔據整體投資組合約 1.5% 的權重。
在 Q3 2025 季度中，First Trust Advisors LP 共進行了 50 項持倉異動，包含新建倉 2 個部位、加碼 33 個部位、減碼 14 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。