13FBOX
First Trust Direct Indexing L.P. · 13F 持仓分析
期权收益计算器 机构排行

First Trust Direct Indexing L.P.

No.1838 数据截至 2024Q3
最新持仓市值 (Q3 2024)
$18.65亿
环比变动 Q2 2024
+$2.47亿+15.3%
持仓股票数
979
新买入
100
加仓
573
减仓
290
清仓
34
持股不变
16
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q3 2024 市值Q3 2024 股数上季度市值上季度股数股数变动操作
苹果AAPL
5.75%5.49%$1.07亿46.0万股$8,881.8万42.2万股+3.8万股+9.12%加仓
英伟达NVDA
5.15%5.51%$9,601.9万79.1万股$8,910.2万72.1万股+6.9万股+9.63%加仓
微软MSFT
5%5.75%$9,329.6万21.7万股$9,296.1万20.8万股+8,827股+4.24%加仓
谷歌AGOOGL
2.61%3.13%$4,861.9万29.3万股$5,066.2万27.8万股+1.5万股+5.40%加仓
亚马逊AMZN
2.39%2.97%$4,460.1万23.9万股$4,801.9万24.8万股-9,115股-3.67%减仓
Meta平台META
1.99%1.85%$3,717.4万6.5万股$3,000.2万6.0万股+5,436股+9.14%加仓
伯克希尔哈撒韦BRK.B
1.68%1.48%$3,124.1万6.8万股$2,398.9万5.9万股+8,906股+15.10%加仓
博通AVGO
1.28%1.25%$2,392.3万13.9万股$2,018.5万1.3万股+12.6万股+1,003.13%加仓
特斯拉TSLA
1.14%0.88%$2,134.0万8.2万股$1,427.5万7.2万股+9,426股+13.07%加仓
礼来LLY
1.05%1.17%$1,963.4万2.2万股$1,887.3万2.1万股+1,317股+6.32%加仓
埃克森美孚XOM
0.98%1.03%$1,830.1万15.6万股$1,668.8万14.5万股+1.1万股+7.70%加仓
摩根大通JPM
0.96%1.1%$1,789.8万8.5万股$1,786.6万8.8万股-3,450股-3.91%减仓
家得宝HD
0.86%0.69%$1,597.7万3.9万股$1,110.5万3.2万股+7,168股+22.22%加仓
好市多COST
0.84%0.82%$1,565.7万1.8万股$1,319.2万1.6万股+2,142股+13.80%加仓
VisaV
0.77%0.77%$1,439.2万5.2万股$1,246.5万4.7万股+4,852股+10.22%加仓
沃尔玛WMT
0.76%0.79%$1,411.2万17.5万股$1,271.2万18.8万股-1.3万股-6.91%减仓
万事达MA
0.71%0.63%$1,330.5万2.7万股$1,026.6万2.3万股+3,674股+15.79%加仓
宝洁PG
0.65%0.68%$1,205.8万7.0万股$1,093.1万6.6万股+3,339股+5.04%加仓
联合健康UNH
0.64%0.54%$1,191.2万2.0万股$874.8万1.7万股+3,196股+18.61%加仓
可口可乐KO
0.56%0.49%$1,037.7万14.4万股$788.4万12.4万股+2.1万股+16.58%加仓
甲骨文ORCL
0.55%0.49%$1,029.2万6.0万股$798.7万5.7万股+3,839股+6.79%加仓
强生JNJ
0.55%0.49%$1,019.0万6.3万股$789.3万5.4万股+8,874股+16.43%加仓
台积电TSM
0.53%0.63%$991.0万5.7万股$1,020.2万5.9万股-1,633股-2.78%减仓
NETFLIXNFLX
0.51%0.51%$946.6万1.3万股$829.8万1.2万股+1,051股+8.55%加仓
麦当劳MCD
0.5%0.4%$926.2万3.0万股$648.3万2.5万股+4,977股+19.56%加仓
百事可乐PEP
0.49%0.49%$916.1万5.4万股$798.7万4.8万股+5,444股+11.24%加仓
艾伯维ABBV
0.48%0.43%$899.3万4.6万股$702.1万4.1万股+4,601股+11.24%加仓
AAlphabet Inc Class CGOOG
0.47%0.59%$882.5万5.3万股$952.6万5.2万股+846股+1.63%加仓
诺和诺德NVO
0.46%0.63%$867.2万7.3万股$1,022.4万7.2万股+1,198股+1.67%加仓
BBANK OF AMERBAC
0.45%0.46%$831.3万20.9万股$743.7万18.7万股+2.2万股+12.03%加仓
埃森哲ACN
0.43%0.35%$807.7万2.3万股$573.4万1.9万股+3,950股+20.90%加仓
思科CSCO
0.43%0.36%$796.7万15.0万股$580.5万12.2万股+2.8万股+22.51%加仓
AMD超威AMD
0.41%0.43%$773.8万4.7万股$697.8万4.3万股+4,142股+9.63%加仓
德州仪器TXN
0.4%0.36%$738.8万3.6万股$576.9万3.0万股+6,109股+20.60%加仓
赛富时CRM
0.4%0.36%$737.5万2.7万股$576.4万2.2万股+4,526股+20.19%加仓
林德LIN
0.39%0.38%$733.9万1.5万股$615.2万1.4万股+1,370股+9.77%加仓
N新纪元能源NEE
0.39%0.35%$729.2万8.6万股$558.4万7.9万股+7,407股+9.39%加仓
IIBMIBM
0.38%0.3%$712.4万3.2万股$482.1万2.8万股+4,348股+15.60%加仓
雪佛龙CVX
0.38%0.48%$701.3万4.8万股$774.2万4.9万股-1,873股-3.78%减仓
卡特彼勒CAT
0.38%0.35%$700.0万1.8万股$560.5万1.7万股+1,071股+6.36%加仓
ADOBE COMADBE
0.37%0.4%$685.8万1.3万股$641.1万1.2万股+1,703股+14.76%加仓
ServiceNowNOW
0.36%0.3%$672.1万7,515股$491.0万6,241股+1,274股+20.41%加仓
默沙东MRK
0.36%0.45%$667.5万5.9万股$731.4万5.9万股-298股-0.50%减仓
PROGRESSIVEPGR
0.36%0.3%$663.7万2.6万股$480.7万2.3万股+3,011股+13.01%加仓
直觉外科ISRG
0.36%0.34%$662.4万1.3万股$552.4万1.2万股+1,066股+8.59%加仓
美国运通AXP
0.35%0.3%$657.5万2.4万股$484.5万2.1万股+3,319股+15.86%加仓
LOWES COS COMLOW
0.35%0.26%$655.1万2.4万股$416.0万1.9万股+5,320股+28.20%加仓
威瑞森VZ
0.35%0.33%$646.2万14.4万股$530.8万12.9万股+1.5万股+11.78%加仓
HCA医疗HCA
0.34%0.4%$639.3万1.6万股$643.1万2.0万股-4,285股-21.41%减仓
阿斯麦ASML
0.33%0.48%$615.4万7,385股$770.7万7,536股-151股-2.00%减仓

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