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: 0002027462
申報總市值
US$1.7億
US$1.7億
62 檔
28.7%
Q1 2026 季度申報顯示，Kurv Investment Management LLC 揭露的美股組合總市值為 US$1.7億，涵蓋 62 個不同之權益投資部位。
在 Q1 2026，Kurv Investment Management LLC 操作展現出積極擴展與加碼意向。本季共新建倉 22 個新部位，並對 31 個既有持股進行加碼（合計增持 53 檔），相較減碼與清倉部位顯著佔優。
整體而言，Kurv Investment Management LLC 的前 5 大持股（包含 SLV, GOOGL, GLD）貢獻了組合市值的 28.7%，形成該機構在 Q1 2026 季度的基本面基石。
本季最大新建倉標的
ABRDN SILVER ETF TRUST
市值: US$841.9萬
本季最大獲利了結 / 清倉標的
RTX
前期市值: US$184.0萬
| # | 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 | SLV | iShares Silver Trust | ETF-避險與商品 | 6.38% | -6.38% | EXIT | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 5.89% | +4.44% | +4.46% | |
| 3 | GLD | SPDR Gold Shares | ETF-避險與商品 | 5.66% | -5.66% | EXIT | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 5.21% | +3.02% | +36.13% | |
| 5 | ✓ | Abrdn Silver ETF Trust | ETF-避險與商品 | 4.96% | -4.96% | EXIT | |
| 6 | SLV | iShares Silver Trust | ETF-避險與商品 | 4.95% | -4.95% | EXIT | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 4.73% | +1.08% | +38.79% | |
| 8 | ✓ | Abrdn Silver ETF Trust | ETF-避險與商品 | 3.47% | -3.47% | EXIT | |
| 9 | INTC | Intel CORP | 股票-科技 | 3.29% | +4.55% | +76.06% | |
| 10 | AAPL | Apple Inc | 股票-科技 | 3.17% | +0.50% | +22.48% | |
| 11 | GLD | SPDR Gold Shares | ETF-避險與商品 | 2.90% | -2.90% | EXIT | |
| 12 | AMD | Advanced Micro Devices | 股票-科技 | 2.82% | +3.29% | +75.11% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.63% | +0.59% | +22.28% | |
| 14 | NFLX | Netflix Inc | 股票-通訊服務 | 2.37% | -0.08% | +58.14% | |
| 15 | ✓ | Amazon Com Inc | 股票-其他 | 2.02% | -2.02% | EXIT | |
| 16 | ✓ | Ishares Gold Tr | 股票-其他 | 1.95% | -1.95% | EXIT | |
| 17 | TSLA | Tesla Inc | 股票-循環性消費 | 1.74% | +3.54% | +22.35% | |
| 18 | TSLA | Tesla, Inc. | 股票-循環性消費 | 1.70% | -1.70% | EXIT | |
| 19 | TER | Teradyne Inc | 股票-科技 | 1.65% | +0.26% | +66.36% | |
| 20 | NVDA | Nvidia CORP | 股票-科技 | 1.55% | +0.82% | +22.29% | |
| 21 | UBER | Uber Technologies Inc | 股票-工業 | 1.47% | +0.30% | +22.70% | |
| 22 | SIL | Global X Silver Miners ETF | ETF-避險與商品 | 1.37% | +2.97% | +47.56% | |
| 23 | ✓ | Rtx Corporation | 股票-其他 | 1.36% | -1.36% | EXIT | |
| 24 | GDX | Vaneck Gold Miners ETF | ETF-避險與商品 | 1.33% | +1.89% | +46.55% | |
| 25 | AMAT | Applied Materials Inc | 股票-科技 | 1.28% | +2.42% | +47.24% | |
| 26 | IBM | Intl Business Machines CORP | 股票-科技 | 1.20% | +0.46% | +22.70% | |
| 27 | TSLA | Tesla, Inc. | 股票-循環性消費 | 1.19% | -1.19% | EXIT | |
| 28 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 1.15% | +0.14% | +22.70% | |
| 29 | BWXT | Bwx Technologies Inc | 股票-工業 | 1.14% | +0.23% | +66.36% | |
| 30 | GOOG | Alphabet Inc. | 股票-通訊服務 | 1.13% | -1.13% | EXIT | |
| 31 | HWM | Howmet Aerospace Inc | 股票-工業 | 1.12% | +0.47% | +66.36% | |
| 32 | ✓ | Alphabet Inc | 股票-其他 | 1.10% | -1.10% | EXIT | |
| 33 | MSFT | Microsoft Corporation | 股票-科技 | 1.05% | -1.05% | EXIT | |
| 34 | ✓ | Global X Fds | 股票-其他 | 1.05% | -1.05% | EXIT | |
| 35 | MU | Micron Technology, Inc. | 股票-科技 | 1.00% | -1.00% | EXIT | |
| 36 | VST | Vistra CORP | 股票-公用事業 | 0.94% | +0.26% | — | |
| 37 | NFLX | Netflix, Inc. | 股票-通訊服務 | 0.94% | -0.94% | EXIT | |
| 38 | MSFT | Microsoft CORP | 股票-科技 | 0.87% | +2.82% | +22.70% | |
| 39 | CSCO | Cisco Systems Inc | 股票-科技 | 0.78% | +0.60% | -39.31% | |
| 40 | ✓ | Invesco QQQ Tr Put Option 06/2 | 股票-其他 | 0.78% | -0.78% | -100.00% | |
| 41 | FOUR | Shift4 Payments Inc-class A | 股票-科技 | 0.70% | -0.70% | EXIT | |
| 42 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.70% | +0.15% | +66.36% | |
| 43 | APP | Applovin Corp-class A | 股票-科技 | 0.70% | +0.45% | -14.56% | |
| 44 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.70% | -0.70% | EXIT | |
| 45 | SLV | Ishares Silver Trust | ETF-避險與商品 | 0.69% | +0.73% | — | |
| 46 | RDDT | Reddit Inc-cl A | 股票-通訊服務 | 0.64% | +0.41% | +66.36% | |
| 47 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 0.59% | +0.18% | — | |
| 48 | HOOD | Robinhood Markets Inc - A | 股票-金融 | 0.57% | +0.47% | +66.36% | |
| 49 | HIMS | Hims & Hers Health Inc | 股票-醫療保健 | 0.50% | +0.58% | +66.36% | |
| 50 | TSLP | Kurv Yld Prem Str Tsla ETF | ETF-其他 | 0.43% | +0.13% | +22.66% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SLV | iShares Silver Trust | +6.1% | +638.93% | 加碼 |
| 2 | GLD | SPDR Gold Shares | +5.4% | +233.85% | 加碼 |
| 3 | ✓ | Abrdn Silver ETF Trust | +5% | NEW | 新建倉 |
| 4 | ✓ | Abrdn Silver ETF Trust | +3.5% | NEW | 新建倉 |
| 5 | ✓ | Ishares Gold Tr | +2% | NEW | 新建倉 |
| 6 | TSLA | Tesla, Inc. | +1.5% | -8.93% | 減碼 |
| 7 | ✓ | Rtx Corporation | +1.4% | NEW | 新建倉 |
| 8 | ✓ | Amazon Com Inc | +1.3% | -4.84% | 減碼 |
| 9 | TSLA | Tesla, Inc. | +1.2% | NEW | 新建倉 |
| 10 | GOOG | Alphabet Inc. | +1.1% | NEW | 新建倉 |
| 11 | ✓ | Alphabet Inc | +1.1% | NEW | 新建倉 |
| 12 | MSFT | Microsoft Corporation | +1.1% | NEW | 新建倉 |
| 13 | ✓ | Global X Fds | +1.1% | NEW | 新建倉 |
| 14 | MU | Micron Technology, Inc. | +1% | NEW | 新建倉 |
| 15 | VST | Vistra CORP | +0.9% | NEW | 新建倉 |
| 16 | NFLX | Netflix, Inc. | +0.9% | -11.33% | 減碼 |
| 17 | ✓ | Invesco QQQ Tr Put Option 06/2 | +0.8% | EXIT | 清倉 |
| 18 | SLV | Ishares Silver Trust | +0.7% | NEW | 新建倉 |
| 19 | VGK | Vanguard Ftse Europe ETF | +0.6% | NEW | 新建倉 |
| 20 | INTC | Intel CORP | +0.6% | +76.06% | 加碼 |
| 21 | TER | Teradyne Inc | +0.5% | +66.36% | 加碼 |
| 22 | NVDA | NVIDIA Corporation | +0.4% | NEW | 新建倉 |
| 23 | ✓ | Global X Fds | +0.3% | NEW | 新建倉 |
| 24 | ✓ | United Sts Commodity Index F | +0.3% | NEW | 新建倉 |
| 25 | ✓ | United Sts Commodity Index F | +0.3% | NEW | 新建倉 |
| 26 | AMZP | Kurv Yld Prem Str Amzn ETF | +0.3% | NEW | 新建倉 |
| 27 | AMAT | Applied Materials Inc | +0.2% | +47.24% | 加碼 |
| 28 | AVGO | Broadcom Inc. | +0.2% | NEW | 新建倉 |
| 29 | BWXT | Bwx Technologies Inc | +0.1% | +66.36% | 加碼 |
| 30 | HWM | Howmet Aerospace Inc | +0.1% | +66.36% | 加碼 |
| 31 | AMZN | Amazon.com, Inc. | +0.1% | NEW | 新建倉 |
| 32 | AAPL | Apple Inc. | +0.1% | -46.20% | 減碼 |
| 33 | MCHX | Marchex, Inc. | +0.1% | NEW | 新建倉 |
| 34 | NFLX | Netflix, Inc. | 0% | NEW | 新建倉 |
| 35 | FSLR | First Solar, Inc. | — | EXIT | 清倉 |
| 36 | IBIT | iShares Bitcoin Trust ETF | 0% | EXIT | 清倉 |
| 37 | BE | Bloom Energy Corporation | 0% | EXIT | 清倉 |
| 38 | AMD | Advanced Micro Devices | 0% | +75.11% | 加碼 |
| 39 | VOO | Vanguard S&P 500 ETF | -0.1% | EXIT | 清倉 |
| 40 | FRSH | Freshworks Inc-cl A | -0.1% | +66.36% | 加碼 |
| 41 | NFLX | Netflix Inc | -0.1% | +58.14% | 加碼 |
| 42 | ✓ | Invesco Qqq Trust | -0.1% | EXIT | 清倉 |
| 43 | SIL | Global X Silver Miners ETF | -0.2% | +47.56% | 加碼 |
| 44 | GDX | Vaneck Gold Miners ETF | -0.2% | +46.55% | 加碼 |
| 45 | ✓ | -0.2% | EXIT | 清倉 | |
| 46 | SHOP | Shopify Inc - Class A | -0.3% | +66.36% | 加碼 |
| 47 | FOUR | Shift4 Payments Inc-class A | -0.3% | +66.36% | 加碼 |
| 48 | BMNR | Bitmine Immersion Technologi | -0.3% | EXIT | 清倉 |
| 49 | HIMS | Hims & Hers Health Inc | -0.3% | +66.36% | 加碼 |
| 50 | GLXY | Galaxy Digital Inc-a | -0.4% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Kurv Investment Management LLC 在 Q1 2026 季度的美股持倉總市值約為 US$1.7億，共申報了 62 個公開持股部位。
在 Q1 2026 季度，Kurv Investment Management LLC 按市值排列的前三大核心持股分別為：SLV (6.4%)、GOOGL (5.9%)、GLD (5.7%)。其中最大持股部位 SLV 佔據整體投資組合約 6.4% 的權重。
在 Q1 2026 季度中，Kurv Investment Management LLC 共進行了 74 項持倉異動，包含新建倉 22 個部位、加碼 31 個部位、減碼 8 個部位以及清倉 13 個部位。 其中最大新建倉標的為 ABRDN SILVER ETF TRUST。 本季清倉部位包含 RTX。
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。
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。
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。