KI

Kurv Investment Management LLC

分散型投資策略趨勢追蹤型產業集中型

申報總市值

US$1.7億

申報季度: 2026-03-31 · 持股檔數: 62

Kurv Investment Management LLC在最新一期 13F 報告中揭露了 62 項持股，申報期為 2026-03-31，總持股市值約為 US$1.7億，季度換手率為 71.0%。

機構性格雪花圖

集中度
12.26
持倉穩定性
71.05
動能／逆勢
100
產業集中度
92.99
多樣化
100
倉位均衡度
90.43

近期動向

  • 減碼 SLV

    -32.5%　-US$685.3萬

  • 加碼 SLV

    +638.9%　US$1053.4萬

  • 加碼 GLD

    +233.8%　US$935.0萬

  • 減碼 GOOGL

    +4.5%　-US$95.6萬

  • 減碼 AMZN

    +36.1%　US$138.2萬

  • 減碼 AVGO

    +38.8%　US$120.5萬

持倉地圖

新建倉加碼不變減碼

前十大持股佔比

本季完整持股清單

#代號標的名稱資產子類別佔比佔比變動持倉量變化4Q Trend
1SLViShares Silver TrustETF-避險與商品6.38%+5.98%+638.93%
2GOOGLAlphabet Inc-cl A股票-通訊服務5.89%-4.50%+4.46%
3GLDSPDR Gold SharesETF-避險與商品5.66%+5.31%+233.85%
4AMZNAmazon.com INC股票-循環性消費5.21%-1.89%+36.13%
5✓ Abrdn Silver ETF TrustETF-避險與商品4.96%+4.87%NEW
6SLViShares Silver TrustETF-避險與商品4.95%-9.47%-32.50%
7AVGOBroadcom INC股票-科技4.73%-1.76%+38.79%
8✓ Abrdn Silver ETF TrustETF-避險與商品3.47%+3.41%NEW
9INTCIntel CORP股票-科技3.29%+0.56%+76.06%
10AAPLApple INC股票-科技3.17%-1.43%+22.48%
11GLDSPDR Gold SharesETF-避險與商品2.90%—+13.42%
12AMDAdvanced Micro Devices股票-科技2.82%-0.03%+75.11%
13METAMeta Platforms Inc-class A股票-通訊服務2.63%—+22.28%
14NFLXNetflix INC股票-通訊服務2.37%-0.08%+58.14%
15✓ Amazon Com INC股票-其他2.02%+1.23%-4.84%
16✓ Ishares Gold Tr股票-其他1.95%+1.91%NEW
17TSLATesla INC股票-循環性消費1.74%—+22.35%
18TSLATesla, Inc.股票-循環性消費1.70%-0.31%-8.93%
19TERTeradyne INC股票-科技1.65%+0.51%+66.36%
20NVDANvidia CORP股票-科技1.55%—+22.29%
21UBERUber Technologies INC股票-工業1.47%—+22.70%
22SILGlobal X Silver Miners ETFETF-避險與商品1.37%-0.13%+47.56%
23✓ Rtx Corporation股票-其他1.36%+1.33%NEW
24GDXVaneck Gold Miners ETFETF-避險與商品1.33%-0.14%+46.55%
25AMATApplied Materials INC股票-科技1.28%+0.15%+47.24%
26IBMIntl Business Machines CORP股票-科技1.20%—+22.70%
27TSLATesla, Inc.股票-循環性消費1.19%+1.17%NEW
28SPOTSpotify Technology S.A.股票-通訊服務1.15%—+22.70%
29BWXTBwx Technologies INC股票-工業1.14%+0.13%+66.36%
30GOOGAlphabet Inc.股票-通訊服務1.13%+1.11%NEW
31HWMHowmet Aerospace INC股票-工業1.12%+0.11%+66.36%
32✓ Alphabet INC股票-其他1.10%+1.08%NEW
33MSFTMicrosoft Corporation股票-科技1.05%+1.03%NEW
34✓ Global X Fds股票-其他1.05%+1.03%NEW
35MUMicron Technology, Inc.股票-科技1.00%+0.98%NEW
36VSTVistra CORP股票-公用事業0.94%+0.93%NEW
37NFLXNetflix, Inc.股票-通訊服務0.94%+0.92%-11.33%
38MSFTMicrosoft CORP股票-科技0.87%—+22.70%
39CSCOCisco Systems INC股票-科技0.78%-1.27%-39.31%
40✓ 股票-其他0.78%+0.74%EXIT
41FOURShift4 Payments Inc-class A股票-科技0.70%—+66.36%
42SHOPShopify INC - Class A股票-科技0.70%—+66.36%
43APPApplovin Corp-class A股票-科技0.70%-1.68%-14.56%
44ISRGIntuitive Surgical INC股票-醫療保健0.70%—+22.52%
45SLVIshares Silver TrustETF-避險與商品0.69%+0.68%NEW
46RDDTReddit Inc-cl A股票-通訊服務0.64%—+66.36%
47VGKVanguard Ftse Europe ETFETF-其他0.59%+0.58%NEW
48HOODRobinhood Markets INC - A股票-金融0.57%—+66.36%
49HIMSHims & Hers Health INC股票-醫療保健0.50%—+66.36%
50TSLPKurv Yld Prem Str Tsla ETFETF-其他0.43%—+22.66%
1–50 of 62

本季持股變動

Kurv Investment Management LLC 在 2026-03-31 最顯著的持倉異動： 新建倉: Abrdn Silver ETF Trust; 新建倉: Abrdn Silver ETF Trust; 新建倉: Ishares Gold Tr; 新建倉: Rtx Corporation; 新建倉: Tesla, Inc. (TSLA).

Kurv Investment Management LLC 於截至 2026-03-31 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#代號標的名稱佔比變動持倉量變化異動類型
1SLViShares Silver Trust+6%+638.93%加碼
2GLDSPDR Gold Shares+5.3%+233.85%加碼
3✓ Amazon Com INC+1.2%-4.84%減碼
4NFLXNetflix, Inc.+0.9%-11.33%減碼
5✓ +0.7%EXIT清倉
6INTCIntel CORP+0.6%+76.06%加碼
7TERTeradyne INC+0.5%+66.36%加碼
8AMATApplied Materials INC+0.2%+47.24%加碼
9BWXTBwx Technologies INC+0.1%+66.36%加碼
10HWMHowmet Aerospace INC+0.1%+66.36%加碼
11AMDAdvanced Micro Devices0%+75.11%加碼
12NFLXNetflix INC-0.1%+58.14%加碼
13SILGlobal X Silver Miners ETF-0.1%+47.56%加碼
14GDXVaneck Gold Miners ETF-0.1%+46.55%加碼
15TSLATesla, Inc.-0.3%-8.93%減碼
16CSCOCisco Systems INC-1.3%-39.31%減碼
17AAPLApple INC-1.4%+22.48%加碼
18APPApplovin Corp-class A-1.7%-14.56%減碼
19AVGOBroadcom INC-1.8%+38.79%加碼
20AMZNAmazon.com INC-1.9%+36.13%加碼
21GOOGLAlphabet Inc-cl A-4.5%+4.46%加碼
22SLViShares Silver Trust-9.5%-32.50%減碼
23✓ Abrdn Silver ETF Trust—NEW新建倉
24✓ Abrdn Silver ETF Trust—NEW新建倉
25✓ Ishares Gold Tr—NEW新建倉
26✓ Rtx Corporation—NEW新建倉
27TSLATesla, Inc.—NEW新建倉
28GOOGAlphabet Inc.—NEW新建倉
29✓ Alphabet INC—NEW新建倉
30RTXRtx CORP—EXIT清倉
31MSFTMicrosoft Corporation—NEW新建倉
32✓ Global X Fds—NEW新建倉
33MUMicron Technology, Inc.—NEW新建倉
34VSTVistra CORP—NEW新建倉
35AMZNAmazon.com, Inc.—NEW新建倉
36SLVIshares Silver Trust—NEW新建倉
37GOOGAlphabet Inc.—EXIT清倉
38VGKVanguard Ftse Europe ETF—NEW新建倉
39COINCoinbase Global INC -class A—EXIT清倉
40MCHXMarchex, Inc.—NEW新建倉
41NVDANVIDIA Corporation—NEW新建倉
42✓ Global X Fds—NEW新建倉
43NFLXNetflix, Inc.—NEW新建倉
44VOOVanguard S&P 500 ETF—EXIT清倉
45✓ United Sts Commodity Index F—NEW新建倉
46✓ United Sts Commodity Index F—NEW新建倉
47GOOPKurv Yld Prem Str Googl ETF—EXIT清倉
48AMZPKurv Yld Prem Str Amzn ETF—NEW新建倉
49GLXYGalaxy Digital Inc-a—EXIT清倉
50BMNRBitmine Immersion Technologi—EXIT清倉

FAQ

Kurv Investment Management LLC 是什麼機構？屬於哪種投資人類型？
Kurv Investment Management LLC 是一家投資管理機構，每季依規定向 SEC 申報 Form 13F，揭露其在美國上市股票的持倉資訊。根據最新一期申報（2026-03-31），該機構追蹤的股票投資組合估值約為 US$1.7億，分佈在 62 個已申報部位之中。
Kurv Investment Management LLC 目前前幾大持股有哪些？
根據最新 13F 申報，Kurv Investment Management LLC 按市值排列的前幾大持股為： 1. iShares Silver Trust (SLV) — US$1083.2萬 (6.4%) 2. Alphabet Inc-cl A (GOOGL) — US$999.8萬 (5.9%) 3. SPDR Gold Shares (GLD) — US$961.5萬 (5.7%) 4. Amazon.com INC (AMZN) — US$884.5萬 (5.2%) 5. Abrdn Silver ETF Trust — US$841.9萬 (5.0%)
Kurv Investment Management LLC 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Kurv Investment Management LLC 共進行了 50 項顯著調整：新建倉 21 個部位、加碼 15 個既有持股、減碼 6 個部位，並完全清倉 8 個持股。 其中幅度最大的異動：新建倉: Abrdn Silver ETF Trust; 新建倉: Abrdn Silver ETF Trust; 新建倉: Ishares Gold Tr; 新建倉: Rtx Corporation; 新建倉: Tesla, Inc. (TSLA)
Kurv Investment Management LLC 主要集中投資哪些產業板塊？
根據目前已申報的股票投資組合，Kurv Investment Management LLC 的主要板塊分佈如下： • Information Technology: 45.6% • Communication Services: 25.5% • Consumer Discretionary: 18.0% • Industrials: 6.3% • Health Care: 2.0% • Utilities: 1.6%