Curi Capital, LLC
CHICAGO IL · SEC CIK 0001332905
$56.21亿2026Q1 申报市值
869持仓数
21.4%前十大占比 · 第一大 3.2%
88 / 76新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
IEFA 加仓+$4,319.80万
AZN 新建仓+$2,216.87万
AMD 加仓+$2,084.30万
LUMN 加仓+$1,741.91万
AMAT 加仓+$1,496.83万
2026Q1 卖出最多 按季末市值估算
CRM 减仓-$2,899.13万
MTB 减仓-$1,844.12万
TYL 减仓-$1,710.50万
EQIX 减仓-$1,467.22万
MSFT 减仓-$1,371.89万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| WEC | WEC ENERGY GROUP INC | $163.14万 | 0.03% | 14,091 | -721 | -4.9% | -$8.35万 | 减仓 |
| SLQD | ISHARES TR | $163.90万 | 0.03% | 32,462 | -122 | -0.4% | -$6,160 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $164.02万 | 0.03% | 31,088 | -45 | -0.1% | -$2,374 | 减仓 |
| MIR | MIRION TECHNOLOGIES INC | $164.42万 | 0.03% | 88,444 | 88,444 | — | $164.42万 | 新建仓 |
| FROG | JFROG LTD | $165.70万 | 0.03% | 35,307 | 580 | 1.7% | $2.72万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $165.82万 | 0.03% | 33,588 | -1 | -0.0% | -$49 | 减仓 |
| AMP | AMERIPRISE FINL INC | $167.24万 | 0.03% | 3,763 | -449 | -10.7% | -$19.95万 | 减仓 |
| PFF | ISHARES TR | $173.76万 | 0.03% | 57,310 | -9,478 | -14.2% | -$28.74万 | 减仓 |
| HACK | AMPLIFY ETF TR | $174.31万 | 0.03% | 23,213 | 30 | 0.1% | $2,253 | 加仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $174.80万 | 0.03% | 78,279 | 15,988 | 25.7% | $35.70万 | 加仓 |
| — | GLOBAL X FDS | $177.32万 | 0.03% | 48,072 | 5,224 | 12.2% | $19.27万 | 加仓 |
| IRMD | IRADIMED CORP | $178.03万 | 0.03% | 18,495 | 18,495 | — | $178.03万 | 新建仓 |
| — | BANK AMERICA CORP | $178.85万 | 0.03% | 1,501 | -100 | -6.2% | -$11.92万 | 减仓 |
| PCG | PG&E CORP | $179.06万 | 0.03% | 101,622 | -4,274 | -4.0% | -$7.53万 | 减仓 |
| PSX | PHILLIPS 66 | $179.22万 | 0.03% | 9,837 | -5,697 | -36.7% | -$103.79万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $180.35万 | 0.03% | 18,461 | -1,846 | -9.1% | -$18.03万 | 减仓 |
| MTB | M & T BK CORP | $183.15万 | 0.03% | 8,860 | -89,213 | -91.0% | -$1,844.12万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $183.57万 | 0.03% | 6,787 | -464 | -6.4% | -$12.55万 | 减仓 |
| VKTX | VIKING THERAPEUTICS INC | $183.64万 | 0.03% | 56,435 | 1,606 | 2.9% | $5.23万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $185.02万 | 0.03% | 35,054 | 456 | 1.3% | $2.41万 | 加仓 |
| FTI | TECHNIPFMC PLC | $185.25万 | 0.03% | 26,778 | 4,433 | 19.8% | $30.67万 | 加仓 |
| BN | BROOKFIELD CORP | $188.02万 | 0.03% | 46,460 | 1,801 | 4.0% | $7.29万 | 加仓 |
| EIX | EDISON INTL | $188.54万 | 0.03% | 25,764 | 6,030 | 30.6% | $44.13万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $188.56万 | 0.03% | 75,122 | 624 | 0.8% | $1.57万 | 加仓 |
| IWX | ISHARES TR | $188.80万 | 0.03% | 20,373 | 5 | 0.0% | $463 | 加仓 |
| COP | CONOCOPHILLIPS | $189.42万 | 0.03% | 14,350 | 132 | 0.9% | $1.74万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $190.15万 | 0.03% | 29,431 | 3,379 | 13.0% | $21.83万 | 加仓 |
| DVY | ISHARES TR | $190.43万 | 0.03% | 12,577 | -1,244 | -9.0% | -$18.84万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $194.36万 | 0.03% | 6,772 | -64 | -0.9% | -$1.84万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $195.24万 | 0.03% | 5,688 | 176 | 3.2% | $6.04万 | 加仓 |
| NFLX | NETFLIX INC. | $196.14万 | 0.03% | 20,399 | 306 | 1.5% | $2.94万 | 加仓 |
| CMI | CUMMINS INC | $196.82万 | 0.04% | 3,658 | 366 | 11.1% | $19.69万 | 加仓 |
| — | WEBSTER FINL CORP | $198.54万 | 0.04% | 28,600 | -25,537 | -47.2% | -$177.28万 | 减仓 |
| HTB | HOMETRUST BANCSHARES INC | $199.80万 | 0.04% | 46,847 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $200.23万 | 0.04% | 71,308 | -1,001 | -1.4% | -$2.81万 | 减仓 |
| FDX | FEDEX CORP | $200.87万 | 0.04% | 5,616 | -67 | -1.2% | -$2.40万 | 减仓 |
| AVY | AVERY DENNISON CORP | $201.60万 | 0.04% | 11,675 | -8,954 | -43.4% | -$154.62万 | 减仓 |
| BIL | SPDR SERIES TRUST | $201.62万 | 0.04% | 22,001 | -2,621 | -10.6% | -$24.02万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $202.57万 | 0.04% | 6,697 | 441 | 7.0% | $13.34万 | 加仓 |
| OSBC | OLD SECOND BANCORP INC DEL | $202.62万 | 0.04% | 100,505 | 0 | 0.0% | — | 不变 |
| BSVO | EA SERIES TRUST | $209.04万 | 0.04% | 82,395 | 0 | 0.0% | — | 不变 |
| TECH | BIO-TECHNE CORP | $210.48万 | 0.04% | 40,275 | -7,705 | -16.1% | -$40.27万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $211.59万 | 0.04% | 16,159 | 957 | 6.3% | $12.53万 | 加仓 |
| BWB | BRIDGEWATER BANCSHARES INC | $212.42万 | 0.04% | 120,012 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $213.70万 | 0.04% | 18,893 | -643 | -3.3% | -$7.27万 | 减仓 |
| TRMB | TRIMBLE INC | $216.24万 | 0.04% | 33,151 | -1,431 | -4.1% | -$9.33万 | 减仓 |
| CARE | CARTER BANKSHARES INC | $217.56万 | 0.04% | 93,295 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $217.71万 | 0.04% | 8,046 | 452 | 6.0% | $12.23万 | 加仓 |
| NVR | NVR INC | $218.12万 | 0.04% | 331 | -1 | -0.3% | -$6,590 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $218.45万 | 0.04% | 56,858 | 3,827 | 7.2% | $14.70万 | 加仓 |
| IYG | ISHARES TR | $220.04万 | 0.04% | 26,562 | 24,256 | 1,051.9% | $200.94万 | 加仓 |
| ALL | ALLSTATE CORP | $220.65万 | 0.04% | 10,602 | 2,107 | 24.8% | $43.85万 | 加仓 |
| SBUX | STARBUCKS CORP | $222.29万 | 0.04% | 24,812 | 12,484 | 101.3% | $111.84万 | 加仓 |
| RS | RELIANCE INC | $225.63万 | 0.04% | 7,424 | 24 | 0.3% | $7,294 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $228.50万 | 0.04% | 15,621 | 3,180 | 25.6% | $46.52万 | 加仓 |
| MPC | MARATHON PETE CORP | $229.31万 | 0.04% | 9,391 | -36 | -0.4% | -$8,791 | 减仓 |
| EQIX | EQUINIX INC | $232.61万 | 0.04% | 2,373 | -14,968 | -86.3% | -$1,467.22万 | 减仓 |
| GDX | VANECK ETF TRUST | $232.66万 | 0.04% | 25,353 | 183 | 0.7% | $1.68万 | 加仓 |
| ATI | ATI INC | $234.55万 | 0.04% | 16,125 | 18 | 0.1% | $2,618 | 加仓 |
| CRSP | CRISPR THERAPEUTICS AG | $236.45万 | 0.04% | 49,706 | -885 | -1.7% | -$4.21万 | 减仓 |
| MMM | 3M CO | $236.98万 | 0.04% | 16,318 | -2,078 | -11.3% | -$30.18万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $237.04万 | 0.04% | 11,394 | -2,208 | -16.2% | -$45.94万 | 减仓 |
| FIX | COMFORT SYS USA INC | $237.46万 | 0.04% | 1,722 | 35 | 2.1% | $4.83万 | 加仓 |
| CBC | CENTRAL BANCOMPANY | $240.70万 | 0.04% | 100,500 | -74,330 | -42.5% | -$178.02万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $240.74万 | 0.04% | 49,677 | -1,718 | -3.3% | -$8.33万 | 减仓 |
| STLD | STEEL DYNAMICS INC | $240.96万 | 0.04% | 13,382 | -8,286 | -38.2% | -$149.20万 | 减仓 |
| PFS | PROVIDENT FINL SVCS INC | $244.26万 | 0.04% | 115,435 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $247.08万 | 0.04% | 50,684 | 7,258 | 16.7% | $35.38万 | 加仓 |
| SHBI | SHORE BANCSHARES INC | $249.16万 | 0.04% | 133,384 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $251.52万 | 0.04% | 5,456 | 82 | 1.5% | $3.78万 | 加仓 |
| STT | STATE STR CORP | $253.87万 | 0.05% | 20,059 | 5,758 | 40.3% | $72.87万 | 加仓 |
| ET | ENERGY TRANSFER L P | $255.01万 | 0.05% | 132,128 | 34,270 | 35.0% | $66.14万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $263.26万 | 0.05% | 13,277 | -7,728 | -36.8% | -$153.23万 | 减仓 |
| — | WELLS FARGO & CO | $264.61万 | 0.05% | 2,291 | -224 | -8.9% | -$25.87万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $265.04万 | 0.05% | 7,842 | 3,645 | 86.8% | $123.19万 | 加仓 |
| FISV | FISERV INC | $269.34万 | 0.05% | 48,268 | 2,548 | 5.6% | $14.22万 | 加仓 |
| AAPL | APPLE INC 看跌期权 | $274.09万 | 0.05% | 10,800 | 5,200 | 92.9% | $131.97万 | 加仓 |
| KO | COCA COLA CO | $276.02万 | 0.05% | 36,077 | 753 | 2.1% | $5.76万 | 加仓 |
| MPLX | MPLX LP | $279.36万 | 0.05% | 48,950 | 9,757 | 24.9% | $55.68万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $280.81万 | 0.05% | 16,272 | -9,819 | -37.6% | -$169.45万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $281.46万 | 0.05% | 35,706 | 191 | 0.5% | $1.51万 | 加仓 |
| ITOT | ISHARES TR | $282.16万 | 0.05% | 19,810 | -874 | -4.2% | -$12.45万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $285.12万 | 0.05% | 14,591 | -1,730 | -10.6% | -$33.81万 | 减仓 |
| IWY | ISHARES TR | $287.34万 | 0.05% | 11,547 | -45 | -0.4% | -$1.12万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $289.96万 | 0.05% | 37,603 | -1,001 | -2.6% | -$7.72万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $291.11万 | 0.05% | 13,609 | 439 | 3.3% | $9.39万 | 加仓 |
| KLAC | KLA CORP | $298.43万 | 0.05% | 2,027 | -269 | -11.7% | -$39.60万 | 减仓 |
| RY | ROYAL BK CDA | $301.70万 | 0.05% | 18,649 | 289 | 1.6% | $4.68万 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $302.95万 | 0.05% | 35,169 | 35,169 | — | $302.95万 | 新建仓 |
| HEDJ | WISDOMTREE TR | $304.95万 | 0.05% | 58,308 | 687 | 1.2% | $3.59万 | 加仓 |
| PCYO | PURE CYCLE CORP | $306.37万 | 0.05% | 304,545 | -37,666 | -11.0% | -$37.89万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $308.81万 | 0.05% | 22,326 | -108 | -0.5% | -$1.49万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $311.49万 | 0.06% | 106,933 | -6,158 | -5.4% | -$17.94万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $313.03万 | 0.06% | 15,298 | 276 | 1.8% | $5.65万 | 加仓 |
| FISI | FINANCIAL INSTITUTIONS INC | $317.15万 | 0.06% | 100,017 | 17 | 0.0% | $539 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $317.92万 | 0.06% | 52,418 | 148 | 0.3% | $8,976 | 加仓 |
| FAST | FASTENAL CO | $318.39万 | 0.06% | 68,619 | 139 | 0.2% | $6,450 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $320.33万 | 0.06% | 17,558 | 8,014 | 84.0% | $146.21万 | 加仓 |
| CPRT | COPART INC | $323.30万 | 0.06% | 97,380 | 17,466 | 21.9% | $57.99万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $329.55万 | 0.06% | 22,815 | -4,356 | -16.0% | -$62.92万 | 减仓 |