13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0001332905
申報總市值
US$64.8億
US$64.8億
560 檔
6.8%
截至 Q1 2024 季度末，Curi Capital, LLC 的美股持倉估值約為 US$64.8億，全數申報部位共有 560 檔。
在 Q1 2024，Curi Capital, LLC 操作展現出積極擴展與加碼意向。本季共新建倉 14 個新部位，並對 32 個既有持股進行加碼（合計增持 46 檔），相較減碼與清倉部位顯著佔優。
檢視投資組合結構，前 5 大主力部位（包含 MSFT, JPM, AMZN）占據了總市值的 6.8%，展現出該機構在 Q1 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 560 檔）
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | 股票-科技 | 2.55% | -0.53% | +18.22% | |
| 2 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.00% | -0.24% | +19.96% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.91% | +0.07% | +12.47% | |
| 4 | TWO 6.25 01-15-26債券 | Two Harbors Inv CORP | 債券 | 1.86% | — | — | |
| 5 | V | Visa Inc-class A Shares | 股票-金融 | 1.85% | -0.06% | +18.90% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.78% | -0.24% | — | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.57% | -0.15% | +1134.71% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.55% | +0.01% | +11.51% | |
| 9 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.36% | -0.18% | — | |
| 10 | PTC | Ptc Inc | 股票-科技 | 1.33% | -0.01% | +0.13% | |
| 11 | AAPL | Apple Inc | 股票-科技 | 1.31% | -0.12% | +1.54% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.27% | +0.03% | +26.31% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.27% | +0.21% | +0.86% | |
| 14 | CRM | Salesforce Inc | 股票-科技 | 1.21% | -0.03% | -3.31% | |
| 15 | SNPS | Synopsys Inc | 股票-科技 | 1.16% | -0.05% | +1.90% | |
| 16 | DHR | Danaher CORP | 股票-醫療保健 | 1.15% | -0.17% | +18.20% | |
| 17 | TYL | Tyler Technologies Inc | 股票-科技 | 1.05% | -0.37% | +1.30% | |
| 18 | SPGI | S&p Global Inc | 股票-金融 | 1.03% | -0.09% | -0.89% | |
| 19 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.99% | +0.04% | +59.37% | |
| 20 | STE | STERIS plc | 股票-醫療保健 | 0.96% | — | +1.94% | |
| 21 | NDSN | Nordson CORP | 股票-工業 | 0.96% | -0.31% | +0.19% | |
| 22 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.95% | -0.11% | +0.65% | |
| 23 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.95% | -0.18% | +0.27% | |
| 24 | COO | Cooper Cos Inc/the | 股票-醫療保健 | 0.94% | -0.11% | — | |
| 25 | PGR | Progressive CORP | 股票-金融 | 0.91% | -0.02% | -0.23% | |
| 26 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.86% | -0.24% | — | |
| 27 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.85% | -0.02% | +0.87% | |
| 28 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 0.83% | — | +0.50% | |
| 29 | EQIX | Equinix Inc | 股票-房地產 | 0.82% | — | -0.79% | |
| 30 | ENTG | Entegris Inc | 股票-科技 | 0.81% | +0.01% | -3.42% | |
| 31 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.79% | +0.34% | -1.35% | |
| 32 | WSO | Watsco Inc | 股票-工業 | 0.76% | +0.03% | +4.82% | |
| 33 | AME | Ametek Inc | 股票-工業 | 0.76% | -0.29% | +0.81% | |
| 34 | EXP | Eagle Materials Inc | 股票-原物料 | 0.73% | +0.04% | +2.71% | |
| 35 | FICO | Fair Isaac CORP | 股票-科技 | 0.69% | -0.14% | +3.26% | |
| 36 | MPWR | Monolithic Power Systems Inc | 股票-科技 | 0.69% | -0.10% | -6.65% | |
| 37 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.69% | -0.21% | +56.79% | |
| 38 | CME | Cme Group Inc | 股票-金融 | 0.68% | -0.06% | -0.33% | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.65% | -0.01% | +69.03% | |
| 40 | CW | Curtiss-wright CORP | 股票-工業 | 0.64% | -0.11% | +6.93% | |
| 41 | WST | West Pharmaceutical Services | 股票-醫療保健 | 0.63% | +0.10% | +5.62% | |
| 42 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.62% | -0.05% | — | |
| 43 | CDW | Cdw Corp/de | 股票-科技 | 0.59% | — | -1.32% | |
| 44 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.58% | -0.05% | +5.95% | |
| 45 | FBIN | Fortune Brands Innovations I | 股票-工業 | 0.58% | — | -1.43% | |
| 46 | KVUE | Kenvue Inc | 股票-非循環性消費 | 0.57% | — | EXIT | |
| 47 | AVY | Avery Dennison CORP | 股票-循環性消費 | 0.57% | -0.01% | +0.65% | |
| 48 | CB | Chubb Limited | 股票-金融 | 0.57% | -0.04% | -2.48% | |
| 49 | KAI | Kadant Inc | 股票-其他 | 0.56% | -0.03% | +8.43% | |
| 50 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.55% | -0.04% | +11.31% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | TWO 6.25 01-15-26債券 | Two Harbors Inv CORP | +1.8% | — | 不變 |
| 2 | SCHX | Schwab US Large-cap ETF | +1.8% | NEW | 新建倉 |
| 3 | IVV | Ishares Core S&p 500 ETF | +1.4% | +1134.71% | 加碼 |
| 4 | SHY | Ishares 1-3 Year Treasury Bo | +1.4% | NEW | 新建倉 |
| 5 | COO | Cooper Cos Inc/the | +0.9% | NEW | 新建倉 |
| 6 | IEI | Ishares 3-7 Year Treasury Bo | +0.9% | NEW | 新建倉 |
| 7 | SCHM | Schwab US Mid Cap ETF | +0.6% | NEW | 新建倉 |
| 8 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.5% | NEW | 新建倉 |
| 9 | IJH | Ishares Core S&p Midcap ETF | +0.5% | +4831.80% | 加碼 |
| 10 | SCHF | Schwab Intl Equity ETF | +0.5% | +5567.50% | 加碼 |
| 11 | AMAT | Applied Materials Inc | +0.4% | +881.74% | 加碼 |
| 12 | MA | Mastercard Inc - A | +0.3% | +390.50% | 加碼 |
| 13 | CRL | Charles River Laboratories | +0.3% | NEW | 新建倉 |
| 14 | IEFA | Ishares Core Msci Eafe ETF | +0.3% | +1458.51% | 加碼 |
| 15 | SCHA | Schwab US Small-cap ETF | +0.3% | +4415.09% | 加碼 |
| 16 | PEP | Pepsico Inc | +0.3% | +182.05% | 加碼 |
| 17 | EOG | Eog Resources Inc | +0.3% | +177.04% | 加碼 |
| 18 | IQV | Iqvia Holdings Inc | +0.3% | NEW | 新建倉 |
| 19 | USFD | US Foods Holding CORP | +0.3% | NEW | 新建倉 |
| 20 | SCHW | Schwab (charles) CORP | +0.3% | +2857.65% | 加碼 |
| 21 | SYY | Sysco CORP | +0.2% | NEW | 新建倉 |
| 22 | TOTL | Ss Doubleline Tr Tact ETF | +0.2% | NEW | 新建倉 |
| 23 | NOC | Northrop Grumman CORP | +0.2% | +887.69% | 加碼 |
| 24 | MCHP | Microchip Technology Inc | +0.2% | +434.33% | 加碼 |
| 25 | MRK | Merck & Co. Inc. | +0.2% | +56.79% | 加碼 |
| 26 | SGOV | Ishares 0-3 Month Treasury B | +0.2% | NEW | 新建倉 |
| 27 | KO | Coca-cola Co/the | +0.2% | +1061.29% | 加碼 |
| 28 | RLY | Ss Multi-asset Real Ret ETF | +0.2% | NEW | 新建倉 |
| 29 | HD | Home Depot Inc | +0.2% | +132.68% | 加碼 |
| 30 | CLOI | Vaneck Clo ETF | +0.2% | NEW | 新建倉 |
| 31 | IJR | Ishares Core S&p Small-cap E | +0.2% | +69.03% | 加碼 |
| 32 | ADBE | Adobe Inc | +0.2% | +341.74% | 加碼 |
| 33 | RPM | Rpm International Inc | +0.1% | +101.11% | 加碼 |
| 34 | TMO | Thermo Fisher Scientific Inc | +0.1% | +147.65% | 加碼 |
| 35 | JPM | Jpmorgan Chase & Co | +0.1% | +19.96% | 加碼 |
| 36 | UNH | Unitedhealth Group Inc | +0.1% | +59.37% | 加碼 |
| 37 | ABT | Abbott Laboratories | +0.1% | +85.83% | 加碼 |
| 38 | GOOG | Alphabet Inc-cl C | 0% | +26.31% | 加碼 |
| 39 | DIS | Walt Disney Co/the | 0% | +0.87% | 加碼 |
| 40 | EXP | Eagle Materials Inc | 0% | +2.71% | 加碼 |
| 41 | AMZN | Amazon.com Inc | — | +12.47% | 加碼 |
| 42 | MSFT | Microsoft CORP | 0% | +18.22% | 加碼 |
| 43 | PGR | Progressive CORP | 0% | -0.23% | 減碼 |
| 44 | EW | Edwards Lifesciences CORP | -0.1% | +0.50% | 加碼 |
| 45 | DHR | Danaher CORP | -0.1% | +18.20% | 加碼 |
| 46 | V | Visa Inc-class A Shares | -0.1% | +18.90% | 加碼 |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | +11.51% | 加碼 |
| 48 | NYCBEUR | New York Community Bancorp | -0.2% | EXIT | 清倉 |
| 49 | AAPL | Apple Inc | -0.6% | +1.54% | 加碼 |
| 50 | COO | The Cooper Companies, Inc. | -1.2% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Curi Capital, LLC 在 Q1 2024 季度的美股持倉總市值約為 US$64.8億，共申報了 560 個公開持股部位。
在 Q1 2024 季度，Curi Capital, LLC 按市值排列的前三大核心持股分別為：MSFT (2.5%)、JPM (2.0%)、AMZN (1.9%)。其中最大持股部位 MSFT 佔據整體投資組合約 2.5% 的權重。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
本季最大新建倉標的
SCHX
市值: US$7751.2萬
本季最大獲利了結 / 清倉標的
COO
前期市值: US$3888.6萬
在 Q1 2024 季度中，Curi Capital, LLC 共進行了 49 項持倉異動，包含新建倉 14 個部位、加碼 32 個部位、減碼 1 個部位以及清倉 2 個部位。 其中最大新建倉標的為 SCHX。 本季清倉部位包含 COO。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。