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
526 檔
7.1%
根據最新整理的 13F 季度數據集，Curi Capital, LLC 於 Q2 2024 結束時的管理資產規模為 US$64.8億。該機構在本季度申報了 526 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q2 2024，Curi Capital, LLC 展現出較為審慎的避險與獲利了結姿態。本季共減碼 29 個部位並完全清倉 3 檔持股，調降曝險的部位數量高於加碼動作。
檢視投資組合結構，前 5 大主力部位（包含 MSFT, AMZN, JPM）占據了總市值的 7.1%，展現出該機構在 Q2 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 526 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 | 3.33% | -0.53% | +17.47% | |
| 2 | AMZN | Amazon.com Inc | 股票-循環性消費 | 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-大型股與成長 | 1.65% | -0.15% | -4.09% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 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-通訊服務 | 1.48% | +0.03% | -7.96% | |
| 10 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.45% | -0.18% | +2.11% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 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-醫療保健 | 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-醫療保健 | 1.08% | +0.04% | +1.02% | |
| 19 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 1.08% | -0.11% | -1.18% | |
| 20 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.07% | -0.18% | -1.17% | |
| 21 | STE | STERIS plc | 股票-醫療保健 | 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-政府公債 | 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-工業 | 0.85% | +0.03% | -0.40% | |
| 28 | COO | Cooper Cos Inc/the | 股票-醫療保健 | 0.84% | -0.11% | +0.18% | |
| 29 | NDSN | Nordson CORP | 股票-工業 | 0.84% | -0.31% | -0.58% | |
| 30 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 0.82% | — | -2.09% | |
| 31 | ENTG | Entegris Inc | 股票-科技 | 0.81% | +0.01% | -1.20% | |
| 32 | EQIX | Equinix Inc | 股票-房地產 | 0.80% | — | +0.60% | |
| 33 | AME | Ametek Inc | 股票-工業 | 0.72% | -0.29% | -0.40% | |
| 34 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.71% | -0.02% | -0.71% | |
| 35 | CW | Curtiss-wright CORP | 股票-工業 | 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-醫療保健 | 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-工業 | 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-原物料 | 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-醫療保健 | 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-循環性消費 | 0.54% | -0.01% | -7.16% | |
| 49 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.54% | -0.11% | +0.25% | |
| 50 | EOG | Eog Resources Inc | 股票-能源 | 0.54% | -0.14% | -3.69% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.8% | +17.47% | 加碼 |
| 2 | VRSK | Verisk Analytics Inc | +0.6% | +4639.22% | 加碼 |
| 3 | AAPL | Apple Inc | +0.3% | -6.33% | 減碼 |
| 4 | TYL | Tyler Technologies Inc | +0.2% | -0.68% | 減碼 |
| 5 | IEX | Idex CORP | +0.2% | +542.71% | 加碼 |
| 6 | GOOG | Alphabet Inc-cl C | +0.2% | -7.96% | 減碼 |
| 7 | ZTS | Zoetis Inc | +0.2% | +49.65% | 加碼 |
| 8 | AMZN | Amazon.com Inc | +0.2% | -2.00% | 減碼 |
| 9 | PANW | Palo Alto Networks Inc | +0.2% | -0.94% | 減碼 |
| 10 | MPWR | Monolithic Power Systems Inc | +0.2% | -0.82% | 減碼 |
| 11 | PM | Philip Morris International | +0.2% | +644.07% | 加碼 |
| 12 | FICO | Fair Isaac CORP | +0.2% | +0.24% | 加碼 |
| 13 | GOOGL | Alphabet Inc-cl A | +0.1% | -11.64% | 減碼 |
| 14 | BWXT | Bwx Technologies Inc | +0.1% | NEW | 新建倉 |
| 15 | BKNG | Booking Holdings Inc | +0.1% | -1.18% | 減碼 |
| 16 | ABX | Abacus Global Management Inc | +0.1% | NEW | 新建倉 |
| 17 | CAH | Cardinal Health Inc | +0.1% | NEW | 新建倉 |
| 18 | JKHY | Jack Henry & Associates Inc | +0.1% | +21.19% | 加碼 |
| 19 | KMB | Kimberly-clark CORP | +0.1% | +690.60% | 加碼 |
| 20 | HSIC | Henry Schein Inc | +0.1% | NEW | 新建倉 |
| 21 | GPK | Graphic Packaging Holding Co | +0.1% | NEW | 新建倉 |
| 22 | JPM | Jpmorgan Chase & Co | 0% | -6.67% | 減碼 |
| 23 | V | Visa Inc-class A Shares | -0.1% | -0.92% | 減碼 |
| 24 | ITW | Illinois Tool Works | -0.1% | -3.27% | 減碼 |
| 25 | CME | Cme Group Inc | -0.1% | -3.96% | 減碼 |
| 26 | ACN | Accenture plc | -0.1% | -3.17% | 減碼 |
| 27 | MS | Morgan Stanley | -0.1% | -21.98% | 減碼 |
| 28 | LOW | Lowe's Cos Inc | -0.1% | -5.23% | 減碼 |
| 29 | CDW | Cdw Corp/de | -0.1% | -3.09% | 減碼 |
| 30 | BDX | Becton Dickinson And Co | -0.1% | -12.63% | 減碼 |
| 31 | WST | West Pharmaceutical Services | -0.1% | +0.47% | 加碼 |
| 32 | AMAT | Applied Materials Inc | -0.1% | -29.85% | 減碼 |
| 33 | ABT | Abbott Laboratories | -0.1% | -20.49% | 減碼 |
| 34 | PFGC | Performance Food Group Co | -0.1% | EXIT | 清倉 |
| 35 | GPN | Global Payments Inc | -0.1% | EXIT | 清倉 |
| 36 | CRM | Salesforce Inc | -0.1% | +3.48% | 加碼 |
| 37 | TDY | Teledyne Technologies Inc | -0.1% | EXIT | 清倉 |
| 38 | COO | Cooper Cos Inc/the | -0.1% | +0.18% | 加碼 |
| 39 | MTN | Vail Resorts Inc | -0.1% | -9.54% | 減碼 |
| 40 | POOL | Pool CORP | -0.1% | -1.68% | 減碼 |
| 41 | KVUE | Kenvue Inc | -0.1% | -6.33% | 減碼 |
| 42 | MKTX | Marketaxess Holdings Inc | -0.1% | -19.36% | 減碼 |
| 43 | CB | Chubb Limited | -0.1% | -21.69% | 減碼 |
| 44 | NDSN | Nordson CORP | -0.1% | -0.58% | 減碼 |
| 45 | EXP | Eagle Materials Inc | -0.1% | -1.38% | 減碼 |
| 46 | RGEN | Repligen CORP | -0.1% | +0.87% | 加碼 |
| 47 | DIS | Walt Disney Co/the | -0.1% | -0.71% | 減碼 |
| 48 | MO | Altria Group Inc | -0.2% | -62.98% | 減碼 |
| 49 | FBIN | Fortune Brands Innovations I | -0.6% | -96.81% | 減碼 |
| 50 | TWO 6.25 01-15-26債券 | Two Harbors Inv CORP | -1.8% | — | 不變 |
根據 SEC 官方 Form 13F 申報備案，Curi Capital, LLC 在 Q2 2024 季度的美股持倉總市值約為 US$64.8億，共申報了 526 個公開持股部位。
在 Q2 2024 季度，Curi Capital, LLC 按市值排列的前三大核心持股分別為：MSFT (3.3%)、AMZN (2.1%)、JPM (2.0%)。其中最大持股部位 MSFT 佔據整體投資組合約 3.3% 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
BWXT
市值: US$548.9萬
本季最大獲利了結 / 清倉標的
TDY
前期市值: US$374.2萬
在 Q2 2024 季度中，Curi Capital, LLC 共進行了 49 項持倉異動，包含新建倉 5 個部位、加碼 12 個部位、減碼 29 個部位以及清倉 3 個部位。 其中最大新建倉標的為 BWXT。 本季清倉部位包含 TDY。
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。