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: 0001332905
申报总市值
US$64.8亿
US$64.8亿
526 檔
7.1%
根据最新整理的 13F 季度数据集，Curi Capital, LLC 于 Q2 2024 结束时的管理资产规模为 US$64.8亿。该机构在本季度申报了 526 档美股持仓，呈现出该时期的主要投资地图。
在 Q2 2024，Curi Capital, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 29 个仓位并完全清仓 3 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Curi Capital, LLC 的前 5 大核心持股（包含 MSFT, AMZN, JPM 等）合计占整体申报市值的 7.1%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 526 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 | MSFT | Microsoft CORP | 股票-科技 | 3.33% | -0.53% | +17.47% | |
| 2 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.10% | +0.07% | -2.00% | |
| 3 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.97% | -0.24% | -6.67% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.91% | -0.24% | -0.99% | |
| 5 | V | Visa Inc-class A Shares | 股票-金融 | 1.80% | -0.06% | -0.92% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.65% | -0.15% | -4.09% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.63% | +0.01% | -3.56% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 1.57% | -0.12% | -6.33% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.48% | +0.03% | -7.96% | |
| 10 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 1.45% | -0.18% | +2.11% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.41% | +0.21% | -11.64% | |
| 12 | PTC | Ptc Inc | 股票-科技 | 1.32% | -0.01% | -1.81% | |
| 13 | TYL | Tyler Technologies Inc | 股票-科技 | 1.29% | -0.37% | -0.68% | |
| 14 | SNPS | Synopsys Inc | 股票-科技 | 1.26% | -0.05% | +0.04% | |
| 15 | DHR | Danaher CORP | 股票-医疗保健 | 1.18% | -0.17% | -1.99% | |
| 16 | SPGI | S&p Global Inc | 股票-金融 | 1.12% | -0.09% | -1.11% | |
| 17 | CRM | Salesforce Inc | 股票-科技 | 1.12% | -0.03% | +3.48% | |
| 18 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.08% | +0.04% | +1.02% | |
| 19 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 1.08% | -0.11% | -1.18% | |
| 20 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.07% | -0.18% | -1.17% | |
| 21 | STE | STERIS plc | 股票-医疗保健 | 0.99% | — | +0.96% | |
| 22 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.97% | +0.34% | -0.94% | |
| 23 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 0.93% | -0.24% | +3.75% | |
| 24 | PGR | Progressive CORP | 股票-金融 | 0.89% | -0.02% | -6.90% | |
| 25 | MPWR | Monolithic Power Systems Inc | 股票-科技 | 0.87% | -0.10% | -0.82% | |
| 26 | FICO | Fair Isaac CORP | 股票-科技 | 0.86% | -0.14% | +0.24% | |
| 27 | WSO | Watsco Inc | 股票-工业 | 0.85% | +0.03% | -0.40% | |
| 28 | COO | Cooper Cos Inc/the | 股票-医疗保健 | 0.84% | -0.11% | +0.18% | |
| 29 | NDSN | Nordson CORP | 股票-工业 | 0.84% | -0.31% | -0.58% | |
| 30 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 0.82% | — | -2.09% | |
| 31 | ENTG | Entegris Inc | 股票-科技 | 0.81% | +0.01% | -1.20% | |
| 32 | EQIX | Equinix Inc | 股票-房地产 | 0.80% | — | +0.60% | |
| 33 | AME | Ametek Inc | 股票-工业 | 0.72% | -0.29% | -0.40% | |
| 34 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.71% | -0.02% | -0.71% | |
| 35 | CW | Curtiss-wright CORP | 股票-工业 | 0.71% | -0.11% | -0.50% | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.66% | -0.01% | +0.32% | |
| 37 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.65% | -0.21% | -3.39% | |
| 38 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.63% | -0.05% | +1.62% | |
| 39 | VRSK | Verisk Analytics Inc | 股票-工业 | 0.62% | — | +4639.22% | |
| 40 | CME | Cme Group Inc | 股票-金融 | 0.62% | -0.06% | -3.96% | |
| 41 | EXP | Eagle Materials Inc | 股票-原材料 | 0.60% | +0.04% | -1.38% | |
| 42 | JKHY | Jack Henry & Associates Inc | 股票-科技 | 0.58% | — | EXIT | |
| 43 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.57% | -0.03% | +0.76% | |
| 44 | INTU | Intuit Inc | 股票-科技 | 0.56% | -0.05% | -2.65% | |
| 45 | WST | West Pharmaceutical Services | 股票-医疗保健 | 0.55% | +0.10% | +0.47% | |
| 46 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.55% | -0.05% | -6.75% | |
| 47 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.54% | -0.04% | -3.41% | |
| 48 | AVY | Avery Dennison CORP | 股票-周期性消费 | 0.54% | -0.01% | -7.16% | |
| 49 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.54% | -0.11% | +0.25% | |
| 50 | EOG | Eog Resources Inc | 股票-能源 | 0.54% | -0.14% | -3.69% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.8% | +17.47% | 加仓 |
| 2 | VRSK | Verisk Analytics Inc | +0.6% | +4639.22% | 加仓 |
| 3 | AAPL | Apple Inc | +0.3% | -6.33% | 减仓 |
| 4 | TYL | Tyler Technologies Inc | +0.2% | -0.68% | 减仓 |
| 5 | IEX | Idex CORP | +0.2% | +542.71% | 加仓 |
| 6 | GOOG | Alphabet Inc-cl C | +0.2% | -7.96% | 减仓 |
| 7 | ZTS | Zoetis Inc | +0.2% | +49.65% | 加仓 |
| 8 | AMZN | Amazon.com Inc | +0.2% | -2.00% | 减仓 |
| 9 | PANW | Palo Alto Networks Inc | +0.2% | -0.94% | 减仓 |
| 10 | MPWR | Monolithic Power Systems Inc | +0.2% | -0.82% | 减仓 |
| 11 | PM | Philip Morris International | +0.2% | +644.07% | 加仓 |
| 12 | FICO | Fair Isaac CORP | +0.2% | +0.24% | 加仓 |
| 13 | GOOGL | Alphabet Inc-cl A | +0.1% | -11.64% | 减仓 |
| 14 | BWXT | Bwx Technologies Inc | +0.1% | NEW | 新建仓 |
| 15 | BKNG | Booking Holdings Inc | +0.1% | -1.18% | 减仓 |
| 16 | ABX | Abacus Global Management Inc | +0.1% | NEW | 新建仓 |
| 17 | CAH | Cardinal Health Inc | +0.1% | NEW | 新建仓 |
| 18 | JKHY | Jack Henry & Associates Inc | +0.1% | +21.19% | 加仓 |
| 19 | KMB | Kimberly-clark CORP | +0.1% | +690.60% | 加仓 |
| 20 | HSIC | Henry Schein Inc | +0.1% | NEW | 新建仓 |
| 21 | GPK | Graphic Packaging Holding Co | +0.1% | NEW | 新建仓 |
| 22 | JPM | Jpmorgan Chase & Co | 0% | -6.67% | 减仓 |
| 23 | V | Visa Inc-class A Shares | -0.1% | -0.92% | 减仓 |
| 24 | ITW | Illinois Tool Works | -0.1% | -3.27% | 减仓 |
| 25 | CME | Cme Group Inc | -0.1% | -3.96% | 减仓 |
| 26 | ACN | Accenture plc | -0.1% | -3.17% | 减仓 |
| 27 | MS | Morgan Stanley | -0.1% | -21.98% | 减仓 |
| 28 | LOW | Lowe's Cos Inc | -0.1% | -5.23% | 减仓 |
| 29 | CDW | Cdw Corp/de | -0.1% | -3.09% | 减仓 |
| 30 | BDX | Becton Dickinson And Co | -0.1% | -12.63% | 减仓 |
| 31 | WST | West Pharmaceutical Services | -0.1% | +0.47% | 加仓 |
| 32 | AMAT | Applied Materials Inc | -0.1% | -29.85% | 减仓 |
| 33 | ABT | Abbott Laboratories | -0.1% | -20.49% | 减仓 |
| 34 | PFGC | Performance Food Group Co | -0.1% | EXIT | 清仓 |
| 35 | GPN | Global Payments Inc | -0.1% | EXIT | 清仓 |
| 36 | CRM | Salesforce Inc | -0.1% | +3.48% | 加仓 |
| 37 | TDY | Teledyne Technologies Inc | -0.1% | EXIT | 清仓 |
| 38 | COO | Cooper Cos Inc/the | -0.1% | +0.18% | 加仓 |
| 39 | MTN | Vail Resorts Inc | -0.1% | -9.54% | 减仓 |
| 40 | POOL | Pool CORP | -0.1% | -1.68% | 减仓 |
| 41 | KVUE | Kenvue Inc | -0.1% | -6.33% | 减仓 |
| 42 | MKTX | Marketaxess Holdings Inc | -0.1% | -19.36% | 减仓 |
| 43 | CB | Chubb Limited | -0.1% | -21.69% | 减仓 |
| 44 | NDSN | Nordson CORP | -0.1% | -0.58% | 减仓 |
| 45 | EXP | Eagle Materials Inc | -0.1% | -1.38% | 减仓 |
| 46 | RGEN | Repligen CORP | -0.1% | +0.87% | 加仓 |
| 47 | DIS | Walt Disney Co/the | -0.1% | -0.71% | 减仓 |
| 48 | MO | Altria Group Inc | -0.2% | -62.98% | 减仓 |
| 49 | FBIN | Fortune Brands Innovations I | -0.6% | -96.81% | 减仓 |
| 50 | TWO 6.25 01-15-26债券 | Two Harbors Inv CORP | -1.8% | — | 不变 |
根据 SEC 官方 Form 13F 申报备案，Curi Capital, LLC 在 Q2 2024 季度的美股持仓总市值约为 US$64.8亿，共申报了 526 个公开持股仓位。
在 Q2 2024 季度，Curi Capital, LLC 按市值排列的前三大核心持股分别为：MSFT (3.3%)、AMZN (2.1%)、JPM (2.0%)。其中最大持股仓位 MSFT 占据整体投资组合约 3.3% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
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。
本季最大新建仓标的
BWXT
市值: US$548.9万
本季最大获利了结 / 清仓标的
TDY
前期市值: US$374.2万
在 Q2 2024 季度中，Curi Capital, LLC 共进行了 49 项持仓异动，包含新建仓 5 个仓位、加仓 12 个仓位、减仓 29 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 BWXT。 本季清仓仓位包含 TDY。
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。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
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。