CIK: 0002027462
申报总市值
US$1.7亿
申报季度: 2026-03-31 · 持股只数: 62
Kurv Investment Management LLC在最新一期 13F 报告中披露了 62 项持股，申报期为 2026-03-31，总持股市值约为 US$1.7亿，季度换手率为 71.0%。
Kurv Investment Management LLC 目前披露的持仓，Herfindahl 集中度指数为 0.031——换算下来相当于约 33 个等权重仓位，明显低于其实际披露的 62 只持仓。这一差距显示该机构的策略偏向集中在少数高信心仓位，而非广泛分散。
整体仓位大小相当一致（变异系数为 0.96），显示该机构在资金配置上采取较有纪律、规则化的方式。
最新申报季度中，并未观察到明显偏向加仓既有大仓位或大举建立新仓位的倾向。
目前行业板块分类约覆盖此投资组合披露价值的 58%；其余部分（例如未匹配板块的标的、期权或其他证券类型）尚未纳入板块分类范围。
减仓 SLV
-32.5% -US$685.3万
加仓 SLV
+638.9% US$1053.4万
加仓 GLD
+233.8% US$935.0万
减仓 GOOGL
+4.5% -US$95.6万
减仓 AMZN
+36.1% US$138.2万
减仓 AVGO
+38.8% US$120.5万
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SLV | iShares Silver Trust | ETF-避险与商品 | 6.38% | +5.98% | +638.93% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 5.89% | -4.50% | +4.46% | |
| 3 | GLD | SPDR Gold Shares | ETF-避险与商品 | 5.66% | +5.31% | +233.85% | |
| 4 | AMZN | Amazon.com INC | 股票-周期性消费 | 5.21% | -1.89% | +36.13% | |
| 5 | ✓ | Abrdn Silver ETF Trust | ETF-避险与商品 | 4.96% | +4.87% | NEW | |
| 6 | SLV | iShares Silver Trust | ETF-避险与商品 | 4.95% | -9.47% | -32.50% | |
| 7 | AVGO | Broadcom INC | 股票-科技 | 4.73% | -1.76% | +38.79% | |
| 8 | ✓ | Abrdn Silver ETF Trust | ETF-避险与商品 | 3.47% | +3.41% | NEW | |
| 9 | INTC | Intel CORP | 股票-科技 | 3.29% | +0.56% | +76.06% | |
| 10 | AAPL | Apple INC | 股票-科技 | 3.17% | -1.43% | +22.48% | |
| 11 | GLD | SPDR Gold Shares | ETF-避险与商品 | 2.90% | — | +13.42% | |
| 12 | AMD | Advanced Micro Devices | 股票-科技 | 2.82% | -0.03% | +75.11% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.63% | — | +22.28% | |
| 14 | NFLX | Netflix INC | 股票-通信服务 | 2.37% | -0.08% | +58.14% | |
| 15 | ✓ | Amazon Com INC | 股票-其他 | 2.02% | +1.23% | -4.84% | |
| 16 | ✓ | Ishares Gold Tr | 股票-其他 | 1.95% | +1.91% | NEW | |
| 17 | TSLA | Tesla INC | 股票-周期性消费 | 1.74% | — | +22.35% | |
| 18 | TSLA | Tesla, Inc. | 股票-周期性消费 | 1.70% | -0.31% | -8.93% | |
| 19 | TER | Teradyne INC | 股票-科技 | 1.65% | +0.51% | +66.36% | |
| 20 | NVDA | Nvidia CORP | 股票-科技 | 1.55% | — | +22.29% | |
| 21 | UBER | Uber Technologies INC | 股票-工业 | 1.47% | — | +22.70% | |
| 22 | SIL | Global X Silver Miners ETF | ETF-避险与商品 | 1.37% | -0.13% | +47.56% | |
| 23 | ✓ | Rtx Corporation | 股票-其他 | 1.36% | +1.33% | NEW | |
| 24 | GDX | Vaneck Gold Miners ETF | ETF-避险与商品 | 1.33% | -0.14% | +46.55% | |
| 25 | AMAT | Applied Materials INC | 股票-科技 | 1.28% | +0.15% | +47.24% | |
| 26 | IBM | Intl Business Machines CORP | 股票-科技 | 1.20% | — | +22.70% | |
| 27 | TSLA | Tesla, Inc. | 股票-周期性消费 | 1.19% | +1.17% | NEW | |
| 28 | SPOT | Spotify Technology S.A. | 股票-通信服务 | 1.15% | — | +22.70% | |
| 29 | BWXT | Bwx Technologies INC | 股票-工业 | 1.14% | +0.13% | +66.36% | |
| 30 | GOOG | Alphabet Inc. | 股票-通信服务 | 1.13% | +1.11% | NEW | |
| 31 | HWM | Howmet Aerospace INC | 股票-工业 | 1.12% | +0.11% | +66.36% | |
| 32 | ✓ | Alphabet INC | 股票-其他 | 1.10% | +1.08% | NEW | |
| 33 | MSFT | Microsoft Corporation | 股票-科技 | 1.05% | +1.03% | NEW | |
| 34 | ✓ | Global X Fds | 股票-其他 | 1.05% | +1.03% | NEW | |
| 35 | MU | Micron Technology, Inc. | 股票-科技 | 1.00% | +0.98% | NEW | |
| 36 | VST | Vistra CORP | 股票-公用事业 | 0.94% | +0.93% | NEW | |
| 37 | NFLX | Netflix, Inc. | 股票-通信服务 | 0.94% | +0.92% | -11.33% | |
| 38 | MSFT | Microsoft CORP | 股票-科技 | 0.87% | — | +22.70% | |
| 39 | CSCO | Cisco Systems INC | 股票-科技 | 0.78% | -1.27% | -39.31% | |
| 40 | ✓ | 股票-其他 | 0.78% | +0.74% | EXIT | ||
| 41 | FOUR | Shift4 Payments Inc-class A | 股票-科技 | 0.70% | — | +66.36% | |
| 42 | SHOP | Shopify INC - Class A | 股票-科技 | 0.70% | — | +66.36% | |
| 43 | APP | Applovin Corp-class A | 股票-科技 | 0.70% | -1.68% | -14.56% | |
| 44 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 0.70% | — | +22.52% | |
| 45 | SLV | Ishares Silver Trust | ETF-避险与商品 | 0.69% | +0.68% | NEW | |
| 46 | RDDT | Reddit Inc-cl A | 股票-通信服务 | 0.64% | — | +66.36% | |
| 47 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 0.59% | +0.58% | NEW | |
| 48 | HOOD | Robinhood Markets INC - A | 股票-金融 | 0.57% | — | +66.36% | |
| 49 | HIMS | Hims & Hers Health INC | 股票-医疗保健 | 0.50% | — | +66.36% | |
| 50 | TSLP | Kurv Yld Prem Str Tsla ETF | ETF-其他 | 0.43% | — | +22.66% |
Q3 2026表现
-0.6%
近4个季度表现
+15.9%
基于可用的5个月历史数据
基于可获取价格的持仓（占申报价值的71%）计算
Kurv Investment Management LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Abrdn Silver ETF Trust; 新建仓: Abrdn Silver ETF Trust; 新建仓: Ishares Gold Tr; 新建仓: Rtx Corporation; 新建仓: Tesla, Inc. (TSLA).
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SLV | iShares Silver Trust | +6% | +638.93% | 加仓 |
| 2 | GLD | SPDR Gold Shares | +5.3% | +233.85% | 加仓 |
| 3 | ✓ | Amazon Com INC | +1.2% | -4.84% | 减仓 |
| 4 | NFLX | Netflix, Inc. | +0.9% | -11.33% | 减仓 |
| 5 | ✓ | +0.7% | EXIT | 清仓 | |
| 6 | INTC | Intel CORP | +0.6% | +76.06% | 加仓 |
| 7 | TER | Teradyne INC | +0.5% | +66.36% | 加仓 |
| 8 | AMAT | Applied Materials INC | +0.2% | +47.24% | 加仓 |
| 9 | BWXT | Bwx Technologies INC | +0.1% | +66.36% | 加仓 |
| 10 | HWM | Howmet Aerospace INC | +0.1% | +66.36% | 加仓 |
| 11 | AMD | Advanced Micro Devices | 0% | +75.11% | 加仓 |
| 12 | NFLX | Netflix INC | -0.1% | +58.14% | 加仓 |
| 13 | SIL | Global X Silver Miners ETF | -0.1% | +47.56% | 加仓 |
| 14 | GDX | Vaneck Gold Miners ETF | -0.1% | +46.55% | 加仓 |
| 15 | TSLA | Tesla, Inc. | -0.3% | -8.93% | 减仓 |
| 16 | CSCO | Cisco Systems INC | -1.3% | -39.31% | 减仓 |
| 17 | AAPL | Apple INC | -1.4% | +22.48% | 加仓 |
| 18 | APP | Applovin Corp-class A | -1.7% | -14.56% | 减仓 |
| 19 | AVGO | Broadcom INC | -1.8% | +38.79% | 加仓 |
| 20 | AMZN | Amazon.com INC | -1.9% | +36.13% | 加仓 |
| 21 | GOOGL | Alphabet Inc-cl A | -4.5% | +4.46% | 加仓 |
| 22 | SLV | iShares Silver Trust | -9.5% | -32.50% | 减仓 |
| 23 | ✓ | Abrdn Silver ETF Trust | — | NEW | 新建仓 |
| 24 | ✓ | Abrdn Silver ETF Trust | — | NEW | 新建仓 |
| 25 | ✓ | Ishares Gold Tr | — | NEW | 新建仓 |
| 26 | ✓ | Rtx Corporation | — | NEW | 新建仓 |
| 27 | TSLA | Tesla, Inc. | — | NEW | 新建仓 |
| 28 | GOOG | Alphabet Inc. | — | NEW | 新建仓 |
| 29 | ✓ | Alphabet INC | — | NEW | 新建仓 |
| 30 | RTX | Rtx CORP | — | EXIT | 清仓 |
| 31 | MSFT | Microsoft Corporation | — | NEW | 新建仓 |
| 32 | ✓ | Global X Fds | — | NEW | 新建仓 |
| 33 | MU | Micron Technology, Inc. | — | NEW | 新建仓 |
| 34 | VST | Vistra CORP | — | NEW | 新建仓 |
| 35 | AMZN | Amazon.com, Inc. | — | NEW | 新建仓 |
| 36 | SLV | Ishares Silver Trust | — | NEW | 新建仓 |
| 37 | GOOG | Alphabet Inc. | — | EXIT | 清仓 |
| 38 | VGK | Vanguard Ftse Europe ETF | — | NEW | 新建仓 |
| 39 | COIN | Coinbase Global INC -class A | — | EXIT | 清仓 |
| 40 | MCHX | Marchex, Inc. | — | NEW | 新建仓 |
| 41 | NVDA | NVIDIA Corporation | — | NEW | 新建仓 |
| 42 | ✓ | Global X Fds | — | NEW | 新建仓 |
| 43 | NFLX | Netflix, Inc. | — | NEW | 新建仓 |
| 44 | VOO | Vanguard S&P 500 ETF | — | EXIT | 清仓 |
| 45 | ✓ | United Sts Commodity Index F | — | NEW | 新建仓 |
| 46 | ✓ | United Sts Commodity Index F | — | NEW | 新建仓 |
| 47 | GOOP | Kurv Yld Prem Str Googl ETF | — | EXIT | 清仓 |
| 48 | AMZP | Kurv Yld Prem Str Amzn ETF | — | NEW | 新建仓 |
| 49 | GLXY | Galaxy Digital Inc-a | — | EXIT | 清仓 |
| 50 | BMNR | Bitmine Immersion Technologi | — | EXIT | 清仓 |
| 季度 | 申报日期 | 类型 | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-15 | 13F-HR | 在 EDGAR 上查看 |
| 2025-12-31 | 2026-02-17 | 13F-HR | 在 EDGAR 上查看 |
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