13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0001608057
申报总市值
US$5.8亿
US$5.8亿
215 檔
21.1%
Q2 2026 季度申报显示，Curbstone Financial Management Corp 披露的美股组合总市值为 US$5.8亿，涵盖 215 个不同之权益投资仓位。
在 Q2 2026，Curbstone Financial Management Corp 操作展现出积极扩展与加仓意向。本季共新建仓 21 个新仓位，并对 77 个既有持股进行加仓（合计增持 98 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Curbstone Financial Management Corp 的前 5 大核心持股（包含 FLRN, SCHF, MDY 等）合计占整体申报市值的 21.1%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
市值: US$563.5万
本季最大获利了结 / 清仓标的
XOM
前期市值: US$661.1万
仅显示前 200 大持股（共 215 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 6.86% | +0.29% | +2.67% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 3.87% | +0.10% | -0.16% | |
| 3 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 3.53% | -0.23% | -5.62% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.26% | +0.43% | +9.52% | |
| 5 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 3.26% | -0.16% | +0.67% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.05% | +0.11% | +0.23% | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 2.94% | +0.13% | -0.52% | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 2.77% | -0.06% | -1.42% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.69% | +0.26% | -1.41% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.00% | -0.12% | -2.56% | |
| 11 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 1.95% | -0.16% | +1.90% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.94% | +0.77% | +37.96% | |
| 13 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.91% | -0.14% | -5.10% | |
| 14 | CSCO | Cisco Systems Inc | 股票-科技 | 1.68% | -0.15% | +12.35% | |
| 15 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.50% | -0.04% | +0.68% | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.41% | +0.07% | +0.68% | |
| 17 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.39% | +0.08% | -1.41% | |
| 18 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.38% | -0.04% | -3.74% | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.33% | +0.03% | +21.38% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.27% | — | +6.07% | |
| 21 | INTC | Intel CORP | 股票-科技 | 1.12% | -0.17% | +5.69% | |
| 22 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.01% | +0.01% | +1.40% | |
| 23 | ✓ | 股票-其他 | 0.96% | +0.16% | — | ||
| 24 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.93% | -0.03% | +1.32% | |
| 25 | MCI | Barings Corporate Investors | 股票-其他 | 0.86% | +0.03% | -0.48% | |
| 26 | BBEU | Jpmorgan Betabuilders Europe | ETF-其他 | 0.85% | +0.02% | +0.64% | |
| 27 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.81% | -0.05% | -6.28% | |
| 28 | V | Visa Inc-class A Shares | 股票-金融 | 0.80% | +0.05% | +23.16% | |
| 29 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.80% | -0.09% | -4.53% | |
| 30 | RTX | Rtx CORP | 股票-工业 | 0.79% | -0.02% | -2.00% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.78% | -0.04% | -2.16% | |
| 32 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.75% | -0.04% | -0.41% | |
| 33 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.74% | -0.03% | — | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.69% | +0.01% | -1.81% | |
| 35 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.69% | -0.01% | -2.64% | |
| 36 | SUB | Ishares Short-term National | ETF-其他 | 0.68% | +0.10% | -6.95% | |
| 37 | NVDA | Nvidia CORP | 股票-科技 | 0.67% | +0.10% | +2.75% | |
| 38 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.65% | -0.03% | -4.47% | |
| 39 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.63% | -0.04% | +16.63% | |
| 40 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.60% | -0.02% | -3.28% | |
| 41 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.59% | — | +10.29% | |
| 42 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.57% | -0.02% | +0.43% | |
| 43 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.56% | +0.03% | -0.65% | |
| 44 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.55% | +0.08% | +3.53% | |
| 45 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.53% | +0.02% | +17.22% | |
| 46 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.51% | +0.01% | — | |
| 47 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.50% | +0.01% | -12.11% | |
| 48 | CVX | Chevron CORP | 股票-能源 | 0.49% | +0.11% | +28.20% | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.46% | +0.01% | -9.10% | |
| 50 | IOO | Ishares Global 100 ETF | ETF-其他 | 0.45% | +0.03% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ✓ | +1% | NEW | 新建仓 | |
| 2 | INTC | Intel CORP | +0.8% | +5.69% | 加仓 |
| 3 | CSCO | Cisco Systems Inc | +0.6% | +12.35% | 加仓 |
| 4 | BRK-A | Berkshire Hathaway Inc-cl A | +0.5% | NEW | 新建仓 |
| 5 | MSFT | Microsoft CORP | +0.4% | +37.96% | 加仓 |
| 6 | AAPL | Apple Inc | +0.3% | +9.52% | 加仓 |
| 7 | CAT | Caterpillar Inc | +0.2% | +82.06% | 加仓 |
| 8 | SCHM | Schwab US Mid Cap ETF | +0.2% | +0.67% | 加仓 |
| 9 | ✓ | +0.2% | NEW | 新建仓 | |
| 10 | ✓ | +0.2% | NEW | 新建仓 | |
| 11 | AMD | Advanced Micro Devices | +0.2% | -3.06% | 减仓 |
| 12 | GLW | Corning Inc | +0.2% | +2.24% | 加仓 |
| 13 | RKLB | Rocket Lab CORP | +0.2% | NEW | 新建仓 |
| 14 | V | Visa Inc-class A Shares | +0.2% | +23.16% | 加仓 |
| 15 | GE | General Electric | +0.2% | +39.89% | 加仓 |
| 16 | XLK | Ss Technology Select Sector | +0.2% | NEW | 新建仓 |
| 17 | VGT | Vanguard Info Tech ETF | +0.2% | NEW | 新建仓 |
| 18 | JNJ | Johnson & Johnson | +0.1% | +21.38% | 加仓 |
| 19 | VICR | Vicor CORP | +0.1% | -2.38% | 减仓 |
| 20 | GOOG | Alphabet Inc-cl C | +0.1% | -2.56% | 减仓 |
| 21 | TXN | Texas Instruments Inc | +0.1% | +6.82% | 加仓 |
| 22 | SBUX | Starbucks CORP | +0.1% | +64.30% | 加仓 |
| 23 | XLV | Ss Health Care Select Sector | +0.1% | NEW | 新建仓 |
| 24 | BE | Bloom Energy Corp- A | +0.1% | -12.53% | 减仓 |
| 25 | GEV | GE Vernova Inc | +0.1% | +24.85% | 加仓 |
| 26 | SYK | Stryker CORP | +0.1% | +116.05% | 加仓 |
| 27 | IGV | Ishares Expanded Tech-softwa | +0.1% | NEW | 新建仓 |
| 28 | SCHA | Schwab US Small-cap ETF | +0.1% | -5.10% | 减仓 |
| 29 | ABBV | Abbvie Inc | +0.1% | +17.22% | 加仓 |
| 30 | HACK | Amplify Cybersecurity ETF | +0.1% | +1.44% | 加仓 |
| 31 | CTVA | Corteva Inc | +0.1% | NEW | 新建仓 |
| 32 | MA | Mastercard Inc - A | +0.1% | NEW | 新建仓 |
| 33 | KLAC | Kla CORP | +0.1% | NEW | 新建仓 |
| 34 | VOO | Vanguard S&p 500 ETF | +0.1% | +0.23% | 加仓 |
| 35 | SCHG | Schwab US Large-cap Growth | +0.1% | -0.52% | 减仓 |
| 36 | STT | State Street CORP | +0.1% | +16.37% | 加仓 |
| 37 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +8.49% | 加仓 |
| 38 | PANW | Palo Alto Networks Inc | +0.1% | NEW | 新建仓 |
| 39 | TROW | T Rowe Price Group Inc | +0.1% | NEW | 新建仓 |
| 40 | IRM | Iron Mountain Inc | +0.1% | NEW | 新建仓 |
| 41 | CVS | Cvs Health CORP | +0.1% | +5.09% | 加仓 |
| 42 | CL | Colgate-palmolive Co | +0.1% | +30.29% | 加仓 |
| 43 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -0.74% | 减仓 |
| 44 | AMAT | Applied Materials Inc | +0.1% | NEW | 新建仓 |
| 45 | JNJ | Johnson & Johnson | +0.1% | NEW | 新建仓 |
| 46 | VGK | Vanguard Ftse Europe ETF | +0.1% | NEW | 新建仓 |
| 47 | GVI | Ishares Intermediate Governm | +0.1% | NEW | 新建仓 |
| 48 | JPM | Jpmorgan Chase & Co | +0.1% | +6.07% | 加仓 |
| 49 | LLY | Eli Lilly & Co | +0.1% | -4.47% | 减仓 |
| 50 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.43% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Curbstone Financial Management Corp 在 Q2 2026 季度的美股持仓总市值约为 US$5.8亿，共申报了 215 个公开持股仓位。
在 Q2 2026 季度，Curbstone Financial Management Corp 按市值排列的前三大核心持股分别为：FLRN (6.9%)、SCHF (3.9%)、MDY (3.5%)。其中最大持股仓位 FLRN 占据整体投资组合约 6.9% 的权重。
在 Q2 2026 季度中，Curbstone Financial Management Corp 共进行了 176 项持仓异动，包含新建仓 21 个仓位、加仓 77 个仓位、减仓 70 个仓位以及清仓 8 个仓位。 其中最大新建仓标的为 。 本季清仓仓位包含 XOM。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
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完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。