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
659 檔
11.1%
在 Q2 2025 申報期間，Curi Capital, LLC（CIK: 0001332905）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$64.8億，共持有 659 個公開申報部位。
Curi Capital, LLC 於 Q2 2025 展現出進攻型調倉步調，本季推動了 30 檔股票的新建倉與 124 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, AMZN, AAPL）累計市值佔比達 11.1%，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 659 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 | 4.71% | -0.53% | +31.18% | |
| 2 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.34% | +0.07% | +11.63% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 2.34% | -0.12% | +57.88% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.30% | -0.24% | +13.21% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 1.95% | +0.03% | +77.77% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.86% | +0.01% | +66.95% | |
| 7 | V | Visa Inc-class A Shares | 股票-金融 | 1.80% | -0.06% | +5.29% | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.71% | -0.24% | -4.14% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.55% | -0.15% | +26.79% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.42% | +0.21% | +15.49% | |
| 11 | TYL | Tyler Technologies Inc | 股票-科技 | 1.30% | -0.37% | +10.97% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.15% | +0.03% | +10.39% | |
| 13 | WHR | Whirlpool CORP | 股票-循環性消費 | 1.10% | -0.12% | — | |
| 14 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 1.09% | -0.11% | -3.08% | |
| 15 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.04% | -0.24% | +1.68% | |
| 16 | DHR | Danaher CORP | 股票-醫療保健 | 1.00% | -0.17% | +8.71% | |
| 17 | AME | Ametek Inc | 股票-工業 | 0.98% | -0.29% | +15.25% | |
| 18 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.97% | -0.18% | +7.75% | |
| 19 | SNPS | Synopsys Inc | 股票-科技 | 0.93% | -0.05% | -4.01% | |
| 20 | CRM | Salesforce Inc | 股票-科技 | 0.89% | -0.03% | +7.93% | |
| 21 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.88% | +0.34% | +15.10% | |
| 22 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.87% | +0.12% | +52.83% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.84% | -0.18% | +73.68% | |
| 24 | CW | Curtiss-wright CORP | 股票-工業 | 0.79% | -0.11% | -3.85% | |
| 25 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.78% | -0.18% | +0.23% | |
| 26 | FICO | Fair Isaac CORP | 股票-科技 | 0.77% | -0.14% | +19.40% | |
| 27 | SPGI | S&p Global Inc | 股票-金融 | 0.72% | -0.09% | -7.46% | |
| 28 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.69% | — | +76.23% | |
| 29 | NDSN | Nordson CORP | 股票-工業 | 0.66% | -0.31% | +6.49% | |
| 30 | ADI | Analog Devices Inc | 股票-科技 | 0.61% | -0.03% | +17.46% | |
| 31 | PM | Philip Morris International | 股票-非循環性消費 | 0.61% | -0.06% | +24.94% | |
| 32 | WSO | Watsco Inc | 股票-工業 | 0.61% | +0.03% | -4.26% | |
| 33 | SYK | Stryker CORP | 股票-醫療保健 | 0.60% | -0.35% | +40.77% | |
| 34 | PGR | Progressive CORP | 股票-金融 | 0.60% | -0.02% | -9.77% | |
| 35 | IBM | Intl Business Machines CORP | 股票-科技 | 0.60% | +0.02% | +34.38% | |
| 36 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.59% | -0.21% | +20.19% | |
| 37 | BLK | Blackrock Inc | 股票-金融 | 0.59% | -0.14% | +34.78% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.58% | -0.04% | +86.79% | |
| 39 | RTX | Rtx CORP | 股票-工業 | 0.58% | -0.23% | +22.16% | |
| 40 | EOG | Eog Resources Inc | 股票-能源 | 0.57% | -0.14% | +43.31% | |
| 41 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.57% | -0.13% | +650.07% | |
| 42 | CRS | Carpenter Technology | 股票-工業 | 0.54% | +0.07% | -7.72% | |
| 43 | MPWR | Monolithic Power Systems Inc | 股票-科技 | 0.54% | -0.10% | +5.34% | |
| 44 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.54% | -0.12% | +22.26% | |
| 45 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.54% | +0.24% | +11.23% | |
| 46 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.53% | -0.06% | -0.47% | |
| 47 | FRT | Federal Realty Invs Trust | 股票-房地產 | 0.52% | -0.01% | +33.86% | |
| 48 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.51% | -0.03% | +10.81% | |
| 49 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.49% | -0.05% | -1.72% | |
| 50 | JMTG | Mortgage-backed Securities | ETF-其他 | 0.48% | -0.08% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.2% | +31.18% | 加碼 |
| 2 | WHR | Whirlpool CORP | +1.1% | NEW | 新建倉 |
| 3 | NVDA | Nvidia CORP | +1% | +77.77% | 加碼 |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.6% | +66.95% | 加碼 |
| 5 | META | Meta Platforms Inc-class A | +0.5% | +650.07% | 加碼 |
| 6 | JMTG | Mortgage-backed Securities | +0.5% | NEW | 新建倉 |
| 7 | IFRA | Ishares US Infrastructure | +0.3% | NEW | 新建倉 |
| 8 | WRB | Wr Berkley CORP | +0.3% | NEW | 新建倉 |
| 9 | GLD | Spdr Gold Shares | +0.3% | +3679.75% | 加碼 |
| 10 | LUMN | Lumen Technologies Inc | +0.3% | NEW | 新建倉 |
| 11 | AAPL | Apple Inc | +0.3% | +57.88% | 加碼 |
| 12 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +76.23% | 加碼 |
| 13 | IDXX | Idexx Laboratories Inc | +0.2% | +232.30% | 加碼 |
| 14 | EFA | Ishares Msci Eafe ETF | +0.2% | +86.79% | 加碼 |
| 15 | AVGO | Broadcom Inc | +0.2% | +46.39% | 加碼 |
| 16 | RPM | Rpm International Inc | +0.2% | +666.73% | 加碼 |
| 17 | P | Everpure Inc-a | +0.2% | NEW | 新建倉 |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +73.68% | 加碼 |
| 19 | CSCO | Cisco Systems Inc | +0.2% | +976.22% | 加碼 |
| 20 | WFC | Wells Fargo & Co | +0.2% | +719.41% | 加碼 |
| 21 | IWB | Ishares Russell 1000 ETF | +0.1% | +74.19% | 加碼 |
| 22 | ORCL | Oracle CORP | +0.1% | NEW | 新建倉 |
| 23 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +555.51% | 加碼 |
| 24 | LKQ | Lkq CORP | +0.1% | NEW | 新建倉 |
| 25 | IVV | Ishares Core S&p 500 ETF | +0.1% | +26.79% | 加碼 |
| 26 | IBM | Intl Business Machines CORP | +0.1% | +34.38% | 加碼 |
| 27 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +11.23% | 加碼 |
| 28 | DDOG | Datadog Inc - Class A | +0.1% | +66.42% | 加碼 |
| 29 | CW | Curtiss-wright CORP | +0.1% | -3.85% | 減碼 |
| 30 | IWM | Ishares Russell 2000 ETF | +0.1% | +206.33% | 加碼 |
| 31 | PCYO | Pure Cycle CORP | +0.1% | +319.48% | 加碼 |
| 32 | NET | Cloudflare Inc - Class A | +0.1% | -3.42% | 減碼 |
| 33 | ABT | Abbott Laboratories | +0.1% | +80.66% | 加碼 |
| 34 | ABBV | Abbvie Inc | +0.1% | +117.44% | 加碼 |
| 35 | EEM | Ishares Msci Emerging Market | +0.1% | +600.54% | 加碼 |
| 36 | TT | Trane Technologies plc | +0.1% | NEW | 新建倉 |
| 37 | LLY | Eli Lilly & Co | +0.1% | +52.83% | 加碼 |
| 38 | SYK | Stryker CORP | +0.1% | +40.77% | 加碼 |
| 39 | TGT | Target CORP | +0.1% | +88.15% | 加碼 |
| 40 | IUSG | Ishares Core S&p U.s. Growth | +0.1% | +135.41% | 加碼 |
| 41 | IUSV | Ishares Core S&p U.s. Value | +0.1% | +152.21% | 加碼 |
| 42 | GFF | Griffon CORP | +0.1% | NEW | 新建倉 |
| 43 | HON | Honeywell International Inc | +0.1% | +389.46% | 加碼 |
| 44 | VGIT | Vanguard Intermediate-term T | +0.1% | NEW | 新建倉 |
| 45 | BLK | Blackrock Inc | +0.1% | +34.78% | 加碼 |
| 46 | HD | Home Depot Inc | +0.1% | +72.06% | 加碼 |
| 47 | VUG | Vanguard Growth ETF | +0.1% | +99.66% | 加碼 |
| 48 | SNOW | Snowflake Inc | +0.1% | +60.66% | 加碼 |
| 49 | TSLA | Tesla Inc | +0.1% | +297.06% | 加碼 |
| 50 | VOO | Vanguard S&p 500 ETF | +0.1% | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Curi Capital, LLC 在 Q2 2025 季度的美股持倉總市值約為 US$64.8億，共申報了 659 個公開持股部位。
在 Q2 2025 季度，Curi Capital, LLC 按市值排列的前三大核心持股分別為：MSFT (4.7%)、AMZN (2.3%)、AAPL (2.3%)。其中最大持股部位 MSFT 佔據整體投資組合約 4.7% 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
WHR
市值: US$5769.9萬
本季最大獲利了結 / 清倉標的
FBMSUSD
前期市值: US$845.3萬
在 Q2 2025 季度中，Curi Capital, LLC 共進行了 200 項持倉異動，包含新建倉 30 個部位、加碼 124 個部位、減碼 37 個部位以及清倉 9 個部位。 其中最大新建倉標的為 WHR。 本季清倉部位包含 FBMSUSD。
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。