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
859 檔
11.2%
根據最新整理的 13F 季度數據集，Curi Capital, LLC 於 Q1 2026 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 859 檔美股持倉，呈現出該時期的主要投資地圖。
Q1 2026 的申報記錄反映 Curi Capital, LLC 的板塊替換策略：機構本季推動了 91 筆增持與 109 筆減持，籌碼呈現明顯的結構重組。
檢視投資組合結構，前 5 大主力部位（包含 MSFT, AAPL, NVDA）占據了總市值的 11.2%，展現出該機構在 Q1 2026 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 859 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 | 3.19% | -0.53% | -7.10% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.07% | -0.12% | +7.14% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 2.45% | +0.03% | +4.83% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.13% | -0.24% | -0.87% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.03% | +0.21% | -1.40% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.99% | +0.07% | -2.72% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.93% | — | +66.40% | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.65% | -0.24% | +1.83% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.62% | -0.15% | +3.42% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.42% | +0.01% | +3.88% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.33% | +0.03% | -5.60% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 1.31% | -0.06% | -4.28% | |
| 13 | AME | Ametek Inc | 股票-工業 | 1.15% | -0.29% | +1.97% | |
| 14 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.09% | +0.12% | +10.84% | |
| 15 | AVGO | Broadcom Inc | 股票-科技 | 1.07% | +0.13% | +16.08% | |
| 16 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.96% | -0.21% | +0.09% | |
| 17 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.95% | -0.18% | -5.75% | |
| 18 | DHR | Danaher CORP | 股票-醫療保健 | 0.95% | -0.17% | -0.54% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.90% | -0.18% | +8.31% | |
| 20 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.87% | -0.24% | +3.21% | |
| 21 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.85% | -0.20% | -2.93% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.83% | -0.13% | +23.81% | |
| 23 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.82% | +0.15% | +44.62% | |
| 24 | RTX | Rtx CORP | 股票-工業 | 0.80% | -0.23% | +4.44% | |
| 25 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.77% | +0.19% | +29.99% | |
| 26 | LUMN | Lumen Technologies Inc | 股票-通訊服務 | 0.73% | -0.03% | +74.46% | |
| 27 | MPWR | Monolithic Power Systems Inc | 股票-科技 | 0.71% | -0.10% | +2.05% | |
| 28 | NDSN | Nordson CORP | 股票-工業 | 0.69% | -0.31% | -6.49% | |
| 29 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.66% | -0.04% | +3.19% | |
| 30 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.66% | -0.11% | -7.03% | |
| 31 | CW | Curtiss-wright CORP | 股票-工業 | 0.65% | -0.11% | -3.30% | |
| 32 | EOG | Eog Resources Inc | 股票-能源 | 0.65% | -0.14% | +7.09% | |
| 33 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.64% | -0.18% | +1.45% | |
| 34 | WHR | Whirlpool CORP | 股票-循環性消費 | 0.64% | -0.12% | -7.91% | |
| 35 | AMAT | Applied Materials Inc | 股票-科技 | 0.64% | +0.34% | +71.78% | |
| 36 | JMTG | Mortgage-backed Securities | ETF-其他 | 0.61% | -0.08% | +33.69% | |
| 37 | PM | Philip Morris International | 股票-非循環性消費 | 0.60% | -0.06% | -0.71% | |
| 38 | IDXX | Idexx Laboratories Inc | 股票-醫療保健 | 0.57% | -0.09% | +44.29% | |
| 39 | ADI | Analog Devices Inc | 股票-科技 | 0.56% | -0.03% | -22.43% | |
| 40 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.55% | +0.13% | +46.19% | |
| 41 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.54% | +0.34% | -13.31% | |
| 42 | CVX | Chevron CORP | 股票-能源 | 0.53% | -0.07% | +62.10% | |
| 43 | FRT | Federal Realty Invs Trust | 股票-房地產 | 0.53% | -0.01% | +0.91% | |
| 44 | HUBB | Hubbell Inc | 股票-工業 | 0.53% | -0.02% | +7.18% | |
| 45 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.52% | -0.06% | -2.60% | |
| 46 | BLK | Blackrock Inc | 股票-金融 | 0.52% | -0.14% | -3.02% | |
| 47 | SNPS | Synopsys Inc | 股票-科技 | 0.51% | -0.05% | -29.77% | |
| 48 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.50% | — | +33.49% | |
| 49 | IBM | Intl Business Machines CORP | 股票-科技 | 0.50% | +0.02% | +8.44% | |
| 50 | FICO | Fair Isaac CORP | 股票-科技 | 0.50% | -0.14% | +11.99% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | +0.8% | +66.40% | 加碼 |
| 2 | AMD | Advanced Micro Devices | +0.4% | +310.52% | 加碼 |
| 3 | AMAT | Applied Materials Inc | +0.4% | +71.78% | 加碼 |
| 4 | CVX | Chevron CORP | +0.3% | +62.10% | 加碼 |
| 5 | LUMN | Lumen Technologies Inc | +0.3% | +74.46% | 加碼 |
| 6 | IUSV | Ishares Core S&p U.s. Value | +0.3% | +44.62% | 加碼 |
| 7 | XBI | Ss Spdr S&p Biotech ETF | +0.2% | +201.63% | 加碼 |
| 8 | EOG | Eog Resources Inc | +0.2% | +7.09% | 加碼 |
| 9 | IEMG | Ishares Core Msci Emerging | +0.2% | +46.19% | 加碼 |
| 10 | JMTG | Mortgage-backed Securities | +0.2% | +33.69% | 加碼 |
| 11 | PNC | Pnc Financial Services Group | +0.2% | +307.80% | 加碼 |
| 12 | NIC | Nicolet Bankshares Inc | +0.2% | +244.56% | 加碼 |
| 13 | MKSI | Mks Inc | +0.2% | +103.76% | 加碼 |
| 14 | MPWR | Monolithic Power Systems Inc | +0.2% | +2.05% | 加碼 |
| 15 | MRK | Merck & Co. Inc. | +0.2% | +0.09% | 加碼 |
| 16 | IUSG | Ishares Core S&p U.s. Growth | +0.1% | +29.99% | 加碼 |
| 17 | CRH | CRH plc | +0.1% | +68.64% | 加碼 |
| 18 | CW | Curtiss-wright CORP | +0.1% | -3.30% | 減碼 |
| 19 | IDXX | Idexx Laboratories Inc | +0.1% | +44.29% | 加碼 |
| 20 | AME | Ametek Inc | +0.1% | +1.97% | 加碼 |
| 21 | DOW | Dow Inc | +0.1% | +1.33% | 加碼 |
| 22 | IP | International Paper Co | +0.1% | +37.07% | 加碼 |
| 23 | HUBB | Hubbell Inc | +0.1% | +7.18% | 加碼 |
| 24 | RTX | Rtx CORP | +0.1% | +4.44% | 加碼 |
| 25 | RRC | Range Resources CORP | +0.1% | -1.03% | 減碼 |
| 26 | RBC | RBC Bearings Inc | +0.1% | -0.59% | 減碼 |
| 27 | CSL | Carlisle Cos Inc | +0.1% | +200.25% | 加碼 |
| 28 | SKT | Tanger Inc | +0.1% | +59.82% | 加碼 |
| 29 | CRS | Carpenter Technology | +0.1% | -3.49% | 減碼 |
| 30 | META | Meta Platforms Inc-class A | +0.1% | +23.81% | 加碼 |
| 31 | APH | Amphenol Corp-cl A | +0.1% | +143.34% | 加碼 |
| 32 | WCLD | Wisdomtree Cloud Computing | +0.1% | +428.42% | 加碼 |
| 33 | TMO | Thermo Fisher Scientific Inc | +0.1% | +33.49% | 加碼 |
| 34 | GLD | Spdr Gold Shares | +0.1% | -2.93% | 減碼 |
| 35 | AVGO | Broadcom Inc | +0.1% | +16.08% | 加碼 |
| 36 | BP | Bp Plc-spons Adr | +0.1% | -1.02% | 減碼 |
| 37 | TSLA | Tesla Inc | +0.1% | +45.89% | 加碼 |
| 38 | KMI | Kinder Morgan, Inc. | +0.1% | -6.34% | 減碼 |
| 39 | BBT | Beacon Financial CORP | +0.1% | +95.13% | 加碼 |
| 40 | BJ | Bj's Wholesale Club Holdings | +0.1% | +8.42% | 加碼 |
| 41 | CASY | Casey's General Stores Inc | +0.1% | -3.12% | 減碼 |
| 42 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +60.58% | 加碼 |
| 43 | DVN | Devon Energy CORP | +0.1% | -1.05% | 減碼 |
| 44 | SYBT | Stock Yards Bancorp Inc | +0.1% | +10.12% | 加碼 |
| 45 | WTFC | Wintrust Financial CORP | +0.1% | +16.15% | 加碼 |
| 46 | SCHD | Schwab US Dvd Equity ETF | +0.1% | -2.12% | 減碼 |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +8.31% | 加碼 |
| 48 | EFA | Ishares Msci Eafe ETF | +0.1% | +3.19% | 加碼 |
| 49 | USFD | US Foods Holding CORP | 0% | -0.35% | 減碼 |
| 50 | IYG | Ishares U.s. Financial Servi | 0% | +1051.86% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Curi Capital, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$64.8億，共申報了 859 個公開持股部位。
在 Q1 2026 季度，Curi Capital, LLC 按市值排列的前三大核心持股分別為：MSFT (3.2%)、AAPL (3.1%)、NVDA (2.5%)。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
AZN
市值: US$2216.9萬
本季最大獲利了結 / 清倉標的
PCH
前期市值: US$1252.5萬
在 Q1 2026 季度中，Curi Capital, LLC 共進行了 200 項持倉異動，包含新建倉 9 個部位、加碼 82 個部位、減碼 88 個部位以及清倉 21 個部位。 其中最大新建倉標的為 AZN。 本季清倉部位包含 PCH。
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。