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
698 檔
12.7%
根據最新整理的 13F 季度數據集，Curi Capital, LLC 於 Q3 2025 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 698 檔美股持倉，呈現出該時期的主要投資地圖。
觀察 Q3 2025 的申報異動，Curi Capital, LLC 採取了強勁的買進策略，建倉與加碼動作（合計 134 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
整體而言，Curi Capital, LLC 的前 5 大持股（包含 MSFT, AAPL, NVDA）貢獻了組合市值的 12.7%，形成該機構在 Q3 2025 季度的基本面基石。
僅顯示前 200 大持股（共 698 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 | 4.98% | -0.53% | +5.07% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 2.97% | -0.12% | +5.77% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 2.51% | +0.03% | +12.88% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.39% | -0.24% | -1.39% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.25% | +0.07% | -0.53% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.80% | +0.21% | -5.31% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.74% | -0.24% | -2.11% | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 1.64% | -0.06% | -2.09% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.58% | -0.15% | -2.27% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.44% | +0.01% | -25.47% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.42% | +0.03% | -7.35% | |
| 12 | TYL | Tyler Technologies Inc | 股票-科技 | 1.16% | -0.37% | +4.42% | |
| 13 | WHR | Whirlpool CORP | 股票-循環性消費 | 1.04% | -0.12% | +26.44% | |
| 14 | AME | Ametek Inc | 股票-工業 | 1.02% | -0.29% | +2.88% | |
| 15 | SNPS | Synopsys Inc | 股票-科技 | 0.97% | -0.05% | +12.89% | |
| 16 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.97% | -0.18% | -11.29% | |
| 17 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.95% | -0.11% | -3.39% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.92% | — | +32.88% | |
| 19 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.90% | -0.24% | -10.96% | |
| 20 | DHR | Danaher CORP | 股票-醫療保健 | 0.88% | -0.17% | -8.65% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.86% | -0.13% | +56.53% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.85% | -0.18% | +1.82% | |
| 23 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.83% | +0.12% | +0.07% | |
| 24 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.82% | +0.34% | -2.99% | |
| 25 | CRM | Salesforce Inc | 股票-科技 | 0.74% | -0.03% | -1.16% | |
| 26 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.73% | -0.20% | +130.13% | |
| 27 | RTX | Rtx CORP | 股票-工業 | 0.71% | -0.23% | +10.18% | |
| 28 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.70% | -0.18% | -7.42% | |
| 29 | AVGO | Broadcom Inc | 股票-科技 | 0.69% | +0.13% | +31.28% | |
| 30 | FICO | Fair Isaac CORP | 股票-科技 | 0.69% | -0.14% | +13.59% | |
| 31 | NDSN | Nordson CORP | 股票-工業 | 0.67% | -0.31% | -0.95% | |
| 32 | MPWR | Monolithic Power Systems Inc | 股票-科技 | 0.66% | -0.10% | -0.38% | |
| 33 | BLK | Blackrock Inc | 股票-金融 | 0.64% | -0.14% | +0.76% | |
| 34 | CW | Curtiss-wright CORP | 股票-工業 | 0.62% | -0.11% | -26.77% | |
| 35 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.61% | -0.21% | -0.60% | |
| 36 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.58% | -0.04% | -1.02% | |
| 37 | ADI | Analog Devices Inc | 股票-科技 | 0.58% | -0.03% | -5.65% | |
| 38 | PM | Philip Morris International | 股票-非循環性消費 | 0.58% | -0.06% | +10.03% | |
| 39 | SYK | Stryker CORP | 股票-醫療保健 | 0.56% | -0.35% | +2.74% | |
| 40 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.55% | +0.24% | +9.39% | |
| 41 | IBM | Intl Business Machines CORP | 股票-科技 | 0.55% | +0.02% | -0.90% | |
| 42 | SPGI | S&p Global Inc | 股票-金融 | 0.54% | -0.09% | -15.38% | |
| 43 | EXP | Eagle Materials Inc | 股票-原物料 | 0.52% | +0.04% | -3.12% | |
| 44 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.51% | -0.06% | -6.60% | |
| 45 | FRT | Federal Realty Invs Trust | 股票-房地產 | 0.51% | -0.01% | -5.96% | |
| 46 | EOG | Eog Resources Inc | 股票-能源 | 0.51% | -0.14% | -1.51% | |
| 47 | WSO | Watsco Inc | 股票-工業 | 0.51% | +0.03% | -6.23% | |
| 48 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.50% | -0.03% | -5.71% | |
| 49 | PGR | Progressive CORP | 股票-金融 | 0.48% | -0.02% | -10.68% | |
| 50 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.47% | -0.05% | -4.92% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.5% | +12.88% | 加碼 |
| 2 | MSFT | Microsoft CORP | +1.5% | +5.07% | 加碼 |
| 3 | AAPL | Apple Inc | +0.9% | +5.77% | 加碼 |
| 4 | META | Meta Platforms Inc-class A | +0.8% | +56.53% | 加碼 |
| 5 | GLD | Spdr Gold Shares | +0.7% | +130.13% | 加碼 |
| 6 | IEFA | Ishares Core Msci Eafe ETF | +0.5% | +32.88% | 加碼 |
| 7 | AVGO | Broadcom Inc | +0.4% | +31.28% | 加碼 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.4% | -5.31% | 加碼 |
| 9 | IUSG | Ishares Core S&p U.s. Growth | +0.3% | +137.99% | 加碼 |
| 10 | IDXX | Idexx Laboratories Inc | +0.3% | +14.62% | 加碼 |
| 11 | IUSV | Ishares Core S&p U.s. Value | +0.3% | +110.60% | 加碼 |
| 12 | RPM | Rpm International Inc | +0.2% | +6.01% | 加碼 |
| 13 | GOOG | Alphabet Inc-cl C | +0.2% | -7.35% | 加碼 |
| 14 | EFA | Ishares Msci Eafe ETF | +0.2% | -1.02% | 加碼 |
| 15 | IEMG | Ishares Core Msci Emerging | +0.2% | +94.85% | 加碼 |
| 16 | ABBV | Abbvie Inc | +0.2% | +7.26% | 加碼 |
| 17 | MCHB | Mechanics Bancorp-a | +0.2% | +368.46% | 加碼 |
| 18 | WFC | Wells Fargo & Co | +0.2% | +10.17% | 加碼 |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +1.82% | 加碼 |
| 20 | RNST | Renasant CORP | +0.2% | +3513.70% | 加碼 |
| 21 | JPM | Jpmorgan Chase & Co | +0.2% | -1.39% | 加碼 |
| 22 | RTX | Rtx CORP | +0.2% | +10.18% | 加碼 |
| 23 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +13.55% | 加碼 |
| 24 | IVV | Ishares Core S&p 500 ETF | +0.1% | -2.27% | 加碼 |
| 25 | CSCO | Cisco Systems Inc | +0.1% | +0.99% | 加碼 |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -25.47% | 加碼 |
| 27 | MPWR | Monolithic Power Systems Inc | +0.1% | -0.38% | 加碼 |
| 28 | BLK | Blackrock Inc | +0.1% | +0.76% | 加碼 |
| 29 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +9.39% | 加碼 |
| 30 | SNOW | Snowflake Inc | +0.1% | +38.49% | 加碼 |
| 31 | TSLA | Tesla Inc | +0.1% | +14.84% | 加碼 |
| 32 | DDOG | Datadog Inc - Class A | +0.1% | -0.59% | 加碼 |
| 33 | TMO | Thermo Fisher Scientific Inc | +0.1% | +4.92% | 加碼 |
| 34 | CVSA | Covista Inc | +0.1% | +346.03% | 加碼 |
| 35 | EEM | Ishares Msci Emerging Market | +0.1% | +0.88% | 加碼 |
| 36 | SMMD | Ishares Russell 2500 ETF | +0.1% | +94.48% | 加碼 |
| 37 | SCZ | Ishares Msci Eafe Small-cap | +0.1% | +91.99% | 加碼 |
| 38 | ABT | Abbott Laboratories | +0.1% | +5.44% | 加碼 |
| 39 | VUG | Vanguard Growth ETF | +0.1% | +3.98% | 加碼 |
| 40 | JNJ | Johnson & Johnson | +0.1% | +2.24% | 加碼 |
| 41 | BWXT | Bwx Technologies Inc | +0.1% | -2.94% | 加碼 |
| 42 | SF | Stifel Financial CORP | +0.1% | +57.17% | 加碼 |
| 43 | PCYO | Pure Cycle CORP | +0.1% | -9.97% | 加碼 |
| 44 | VGT | Vanguard Info Tech ETF | +0.1% | +0.02% | 加碼 |
| 45 | NET | Cloudflare Inc - Class A | +0.1% | -8.58% | 減碼 |
| 46 | TGT | Target CORP | +0.1% | +10.17% | 加碼 |
| 47 | HD | Home Depot Inc | +0.1% | -3.84% | 加碼 |
| 48 | WTFC | Wintrust Financial CORP | +0.1% | +12.74% | 加碼 |
| 49 | IWM | Ishares Russell 2000 ETF | +0.1% | -22.92% | 加碼 |
| 50 | VTV | Vanguard Value ETF | +0.1% | +4.40% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Curi Capital, LLC 在 Q3 2025 季度的美股持倉總市值約為 US$64.8億，共申報了 698 個公開持股部位。
在 Q3 2025 季度，Curi Capital, LLC 按市值排列的前三大核心持股分別為：MSFT (5.0%)、AAPL (3.0%)、NVDA (2.5%)。其中最大持股部位 MSFT 佔據整體投資組合約 5.0% 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$5653.8萬
本季最大獲利了結 / 清倉標的
COLM
前期市值: US$1213.4萬
在 Q3 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 104 個部位、減碼 54 個部位以及清倉 12 個部位。 其中最大新建倉標的為 WHR。 本季清倉部位包含 COLM。
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。