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
539 檔
7.4%
Curi Capital, LLC 在 Q3 2024 季度的美股仓位总计估值为 US$64.8亿，分散于 539 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q3 2024，Curi Capital, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 10 个新仓位，并对 102 个既有持股进行加仓（合计增持 112 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Curi Capital, LLC 的前 5 大核心持股（包含 MSFT, SCHX, AMZN 等）合计占整体申报市值的 7.4%，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 539 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 | 3.16% | -0.53% | +4.14% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 2.03% | -0.24% | +6.60% | |
| 3 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.96% | +0.07% | +2.11% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.96% | -0.24% | +0.46% | |
| 5 | V | Visa Inc-class A Shares | 股票-金融 | 1.81% | -0.06% | +1.03% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.78% | -0.15% | +8.11% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 1.77% | -0.12% | +7.34% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.60% | +0.01% | -1.19% | |
| 9 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 1.39% | -0.18% | -0.36% | |
| 10 | TYL | Tyler Technologies Inc | 股票-科技 | 1.39% | -0.37% | -2.28% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.34% | +0.03% | +5.31% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.26% | +0.21% | +3.62% | |
| 13 | DHR | Danaher CORP | 股票-医疗保健 | 1.25% | -0.17% | +0.22% | |
| 14 | SPGI | S&p Global Inc | 股票-金融 | 1.22% | -0.09% | -0.98% | |
| 15 | PTC | Ptc Inc | 股票-科技 | 1.17% | -0.01% | -6.02% | |
| 16 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.16% | +0.04% | -1.53% | |
| 17 | CRM | Salesforce Inc | 股票-科技 | 1.10% | -0.03% | -2.41% | |
| 18 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 1.08% | -0.11% | -0.93% | |
| 19 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.06% | -0.18% | -1.86% | |
| 20 | STE | STERIS plc | 股票-医疗保健 | 1.04% | — | -0.49% | |
| 21 | SNPS | Synopsys Inc | 股票-科技 | 1.03% | -0.05% | +1.24% | |
| 22 | PGR | Progressive CORP | 股票-金融 | 1.02% | -0.02% | -1.31% | |
| 23 | COO | Cooper Cos Inc/the | 股票-医疗保健 | 1.01% | -0.11% | -0.37% | |
| 24 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.92% | +0.34% | -0.45% | |
| 25 | FICO | Fair Isaac CORP | 股票-科技 | 0.91% | -0.14% | -15.01% | |
| 26 | NDSN | Nordson CORP | 股票-工业 | 0.90% | -0.31% | -0.85% | |
| 27 | EQIX | Equinix Inc | 股票-房地产 | 0.88% | — | +0.05% | |
| 28 | WSO | Watsco Inc | 股票-工业 | 0.88% | +0.03% | +2.36% | |
| 29 | CW | Curtiss-wright CORP | 股票-工业 | 0.82% | -0.11% | +0.08% | |
| 30 | EXP | Eagle Materials Inc | 股票-原材料 | 0.77% | +0.04% | +1.21% | |
| 31 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 0.76% | -0.24% | -16.09% | |
| 32 | AME | Ametek Inc | 股票-工业 | 0.76% | -0.29% | +8.16% | |
| 33 | MPWR | Monolithic Power Systems Inc | 股票-科技 | 0.69% | -0.10% | -25.92% | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.67% | -0.01% | -2.45% | |
| 35 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.66% | -0.02% | +0.18% | |
| 36 | CME | Cme Group Inc | 股票-金融 | 0.64% | -0.06% | -2.76% | |
| 37 | ENTG | Entegris Inc | 股票-科技 | 0.64% | +0.01% | +1.20% | |
| 38 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.64% | -0.05% | -0.03% | |
| 39 | KAI | Kadant Inc | 股票-其他 | 0.60% | -0.03% | +1.97% | |
| 40 | VRSK | Verisk Analytics Inc | 股票-工业 | 0.59% | — | -0.48% | |
| 41 | JKHY | Jack Henry & Associates Inc | 股票-科技 | 0.58% | — | EXIT | |
| 42 | ACN | Accenture plc | 股票-科技 | 0.57% | -0.02% | +13.71% | |
| 43 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.56% | -0.03% | -0.59% | |
| 44 | EOG | Eog Resources Inc | 股票-能源 | 0.55% | -0.14% | +10.38% | |
| 45 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.55% | -0.05% | -3.40% | |
| 46 | EGP | Eastgroup Properties Inc | 股票-房地产 | 0.55% | +0.01% | +1.01% | |
| 47 | CRS | Carpenter Technology | 股票-工业 | 0.54% | +0.07% | +0.41% | |
| 48 | KDP | Keurig Dr Pepper Inc | 股票-非周期性消费 | 0.53% | -0.01% | EXIT | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.53% | -0.05% | +1.11% | |
| 50 | ZTS | Zoetis Inc | 股票-医疗保健 | 0.51% | — | -1.69% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AMD | Advanced Micro Devices | +0.4% | +2785.67% | 加仓 |
| 2 | TGT | Target CORP | +0.3% | +1655.73% | 加仓 |
| 3 | AAPL | Apple Inc | +0.2% | +7.34% | 加仓 |
| 4 | COO | Cooper Cos Inc/the | +0.2% | -0.37% | 减仓 |
| 5 | EXP | Eagle Materials Inc | +0.2% | +1.21% | 加仓 |
| 6 | CRS | Carpenter Technology | +0.2% | +0.41% | 加仓 |
| 7 | IVV | Ishares Core S&p 500 ETF | +0.1% | +8.11% | 加仓 |
| 8 | PGR | Progressive CORP | +0.1% | -1.31% | 减仓 |
| 9 | SCHX | Schwab US Large-cap ETF | +0.1% | +6.60% | 加仓 |
| 10 | CW | Curtiss-wright CORP | +0.1% | +0.08% | 加仓 |
| 11 | ACN | Accenture plc | +0.1% | +13.71% | 加仓 |
| 12 | BCAL | California Bancorp | +0.1% | +500.93% | 加仓 |
| 13 | IP | International Paper Co | +0.1% | NEW | 新建仓 |
| 14 | TYL | Tyler Technologies Inc | +0.1% | -2.28% | 减仓 |
| 15 | SPGI | S&p Global Inc | +0.1% | -0.98% | 减仓 |
| 16 | MOFG | Midwestone Financial Group I | +0.1% | NEW | 新建仓 |
| 17 | UNH | Unitedhealth Group Inc | +0.1% | -1.53% | 减仓 |
| 18 | EQIX | Equinix Inc | +0.1% | +0.05% | 加仓 |
| 19 | AMTB | Amerant Bancorp Inc | +0.1% | +94.16% | 加仓 |
| 20 | DHR | Danaher CORP | +0.1% | +0.22% | 加仓 |
| 21 | KDP | Keurig Dr Pepper Inc | +0.1% | +9.44% | 加仓 |
| 22 | MRVL | Marvell Technology Inc | +0.1% | +56.18% | 加仓 |
| 23 | SLB | Slb LTD | +0.1% | NEW | 新建仓 |
| 24 | NDSN | Nordson CORP | +0.1% | -0.85% | 减仓 |
| 25 | KAI | Kadant Inc | +0.1% | +1.97% | 加仓 |
| 26 | POOL | Pool CORP | +0.1% | +1.35% | 加仓 |
| 27 | BDX | Becton Dickinson And Co | +0.1% | +18.14% | 加仓 |
| 28 | MA | Mastercard Inc - A | +0.1% | +9.25% | 加仓 |
| 29 | SYBT | Stock Yards Bancorp Inc | +0.1% | +3.85% | 加仓 |
| 30 | RNST | Renasant CORP | +0.1% | +233.54% | 加仓 |
| 31 | STE | STERIS plc | +0.1% | -0.49% | 减仓 |
| 32 | FICO | Fair Isaac CORP | +0.1% | -15.01% | 减仓 |
| 33 | ATR | Aptargroup Inc | +0.1% | +7.18% | 加仓 |
| 34 | AIT | Applied Industrial Tech Inc | +0.1% | +2.71% | 加仓 |
| 35 | BFAM | Bright Horizons Family Solut | +0.1% | +1.48% | 加仓 |
| 36 | IEX | Idex CORP | +0.1% | +15.76% | 加仓 |
| 37 | VBTX | Veritex Holdings Inc | +0.1% | -1.66% | 减仓 |
| 38 | BLKCHF | Blackrock Inc | +0.1% | +2.30% | 加仓 |
| 39 | IBP | Installed Building Products | +0.1% | NEW | 新建仓 |
| 40 | FLG | Flagstar Bank NA | +0.1% | NEW | 新建仓 |
| 41 | COFS | Choiceone Financial Svcs Inc | +0.1% | NEW | 新建仓 |
| 42 | AME | Ametek Inc | 0% | +8.16% | 加仓 |
| 43 | LOW | Lowe's Cos Inc | 0% | -5.02% | 减仓 |
| 44 | AMT | American Tower CORP | 0% | -3.18% | 减仓 |
| 45 | RGEN | Repligen CORP | 0% | +0.61% | 加仓 |
| 46 | HD | Home Depot Inc | 0% | +1.79% | 加仓 |
| 47 | RTX | Rtx CORP | 0% | +2.19% | 加仓 |
| 48 | SBCF | Seacoast Banking Corp/fl | 0% | +5.04% | 加仓 |
| 49 | EXPO | Exponent Inc | 0% | +1.11% | 加仓 |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +13.35% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Curi Capital, LLC 在 Q3 2024 季度的美股持仓总市值约为 US$64.8亿，共申报了 539 个公开持股仓位。
在 Q3 2024 季度，Curi Capital, LLC 按市值排列的前三大核心持股分别为：MSFT (3.2%)、SCHX (2.0%)、AMZN (2.0%)。其中最大持股仓位 MSFT 占据整体投资组合约 3.2% 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
IP
市值: US$487.0万
本季最大获利了结 / 清仓标的
CRL
前期市值: US$1244.8万
在 Q3 2024 季度中，Curi Capital, LLC 共进行了 196 项持仓异动，包含新建仓 10 个仓位、加仓 102 个仓位、减仓 74 个仓位以及清仓 10 个仓位。 其中最大新建仓标的为 IP。 本季清仓仓位包含 CRL。
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。