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
539 檔
7.4%
Curi Capital, LLC 在 Q3 2024 季度的美股部位總計估值為 US$64.8億，分散於 539 個持倉標的之中，反映其市場參與廣度與投資規模。
Curi Capital, LLC 於 Q3 2024 展現出進攻型調倉步調，本季推動了 10 檔股票的新建倉與 102 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
從部位權重觀察，前 5 大標的（包含 MSFT, SCHX, AMZN）累計市值佔比達 7.4%，是驅動 Curi Capital, LLC 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 539 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 | 3.16% | -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-循環性消費 | 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-大型股與成長 | 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-大型股與成長 | 1.60% | +0.01% | -1.19% | |
| 9 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 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-通訊服務 | 1.34% | +0.03% | +5.31% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.26% | +0.21% | +3.62% | |
| 13 | DHR | Danaher CORP | 股票-醫療保健 | 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-醫療保健 | 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-循環性消費 | 1.08% | -0.11% | -0.93% | |
| 19 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.06% | -0.18% | -1.86% | |
| 20 | STE | STERIS plc | 股票-醫療保健 | 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-醫療保健 | 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-工業 | 0.90% | -0.31% | -0.85% | |
| 27 | EQIX | Equinix Inc | 股票-房地產 | 0.88% | — | +0.05% | |
| 28 | WSO | Watsco Inc | 股票-工業 | 0.88% | +0.03% | +2.36% | |
| 29 | CW | Curtiss-wright CORP | 股票-工業 | 0.82% | -0.11% | +0.08% | |
| 30 | EXP | Eagle Materials Inc | 股票-原物料 | 0.77% | +0.04% | +1.21% | |
| 31 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.76% | -0.24% | -16.09% | |
| 32 | AME | Ametek Inc | 股票-工業 | 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-通訊服務 | 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-工業 | 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-房地產 | 0.55% | +0.01% | +1.01% | |
| 47 | CRS | Carpenter Technology | 股票-工業 | 0.54% | +0.07% | +0.41% | |
| 48 | KDP | Keurig Dr Pepper Inc | 股票-非循環性消費 | 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-醫療保健 | 0.51% | — | -1.69% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AMD | Advanced Micro Devices | +0.4% | +2785.67% | 加碼 |
| 2 | TGT | Target CORP | +0.3% | +1655.73% | 加碼 |
| 3 | AAPL | Apple Inc | +0.2% | +7.34% | 加碼 |
| 4 | COO | Cooper Cos Inc/the | +0.2% | -0.37% | 減碼 |
| 5 | EXP | Eagle Materials Inc | +0.2% | +1.21% | 加碼 |
| 6 | CRS | Carpenter Technology | +0.2% | +0.41% | 加碼 |
| 7 | IVV | Ishares Core S&p 500 ETF | +0.1% | +8.11% | 加碼 |
| 8 | PGR | Progressive CORP | +0.1% | -1.31% | 減碼 |
| 9 | SCHX | Schwab US Large-cap ETF | +0.1% | +6.60% | 加碼 |
| 10 | CW | Curtiss-wright CORP | +0.1% | +0.08% | 加碼 |
| 11 | ACN | Accenture plc | +0.1% | +13.71% | 加碼 |
| 12 | BCAL | California Bancorp | +0.1% | +500.93% | 加碼 |
| 13 | IP | International Paper Co | +0.1% | NEW | 新建倉 |
| 14 | TYL | Tyler Technologies Inc | +0.1% | -2.28% | 減碼 |
| 15 | SPGI | S&p Global Inc | +0.1% | -0.98% | 減碼 |
| 16 | MOFG | Midwestone Financial Group I | +0.1% | NEW | 新建倉 |
| 17 | UNH | Unitedhealth Group Inc | +0.1% | -1.53% | 減碼 |
| 18 | EQIX | Equinix Inc | +0.1% | +0.05% | 加碼 |
| 19 | AMTB | Amerant Bancorp Inc | +0.1% | +94.16% | 加碼 |
| 20 | DHR | Danaher CORP | +0.1% | +0.22% | 加碼 |
| 21 | KDP | Keurig Dr Pepper Inc | +0.1% | +9.44% | 加碼 |
| 22 | MRVL | Marvell Technology Inc | +0.1% | +56.18% | 加碼 |
| 23 | SLB | Slb LTD | +0.1% | NEW | 新建倉 |
| 24 | NDSN | Nordson CORP | +0.1% | -0.85% | 減碼 |
| 25 | KAI | Kadant Inc | +0.1% | +1.97% | 加碼 |
| 26 | POOL | Pool CORP | +0.1% | +1.35% | 加碼 |
| 27 | BDX | Becton Dickinson And Co | +0.1% | +18.14% | 加碼 |
| 28 | MA | Mastercard Inc - A | +0.1% | +9.25% | 加碼 |
| 29 | SYBT | Stock Yards Bancorp Inc | +0.1% | +3.85% | 加碼 |
| 30 | RNST | Renasant CORP | +0.1% | +233.54% | 加碼 |
| 31 | STE | STERIS plc | +0.1% | -0.49% | 減碼 |
| 32 | FICO | Fair Isaac CORP | +0.1% | -15.01% | 減碼 |
| 33 | ATR | Aptargroup Inc | +0.1% | +7.18% | 加碼 |
| 34 | AIT | Applied Industrial Tech Inc | +0.1% | +2.71% | 加碼 |
| 35 | BFAM | Bright Horizons Family Solut | +0.1% | +1.48% | 加碼 |
| 36 | IEX | Idex CORP | +0.1% | +15.76% | 加碼 |
| 37 | VBTX | Veritex Holdings Inc | +0.1% | -1.66% | 減碼 |
| 38 | BLKCHF | Blackrock Inc | +0.1% | +2.30% | 加碼 |
| 39 | IBP | Installed Building Products | +0.1% | NEW | 新建倉 |
| 40 | FLG | Flagstar Bank NA | +0.1% | NEW | 新建倉 |
| 41 | COFS | Choiceone Financial Svcs Inc | +0.1% | NEW | 新建倉 |
| 42 | AME | Ametek Inc | 0% | +8.16% | 加碼 |
| 43 | LOW | Lowe's Cos Inc | 0% | -5.02% | 減碼 |
| 44 | AMT | American Tower CORP | 0% | -3.18% | 減碼 |
| 45 | RGEN | Repligen CORP | 0% | +0.61% | 加碼 |
| 46 | HD | Home Depot Inc | 0% | +1.79% | 加碼 |
| 47 | RTX | Rtx CORP | 0% | +2.19% | 加碼 |
| 48 | SBCF | Seacoast Banking Corp/fl | 0% | +5.04% | 加碼 |
| 49 | EXPO | Exponent Inc | 0% | +1.11% | 加碼 |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +13.35% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Curi Capital, LLC 在 Q3 2024 季度的美股持倉總市值約為 US$64.8億，共申報了 539 個公開持股部位。
在 Q3 2024 季度，Curi Capital, LLC 按市值排列的前三大核心持股分別為：MSFT (3.2%)、SCHX (2.0%)、AMZN (2.0%)。其中最大持股部位 MSFT 佔據整體投資組合約 3.2% 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
IP
市值: US$487.0萬
本季最大獲利了結 / 清倉標的
CRL
前期市值: US$1244.8萬
在 Q3 2024 季度中，Curi Capital, LLC 共進行了 196 項持倉異動，包含新建倉 10 個部位、加碼 102 個部位、減碼 74 個部位以及清倉 10 個部位。 其中最大新建倉標的為 IP。 本季清倉部位包含 CRL。
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。