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 |
|---|---|---|---|---|---|---|---|---|
| DXJ | WISDOMTREE TR | $564.44万 | 0.10% | 35,593 | 110 | 0.3% | $1.74万 | 加仓 |
| TEAM | ATLASSIAN CORPORATION | $563.53万 | 0.10% | 82,568 | 43,163 | 109.5% | $294.59万 | 加仓 |
| IWV | ISHARES TR | $555.02万 | 0.10% | 14,973 | -205 | -1.4% | -$7.60万 | 减仓 |
| AMTB | AMERANT BANCORP INC | $551.12万 | 0.10% | 250,056 | -50,000 | -16.7% | -$110.20万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $549.87万 | 0.10% | 75,181 | -2,222 | -2.9% | -$16.25万 | 减仓 |
| SGOV | ISHARES TR | $547.19万 | 0.10% | 54,360 | -2,653 | -4.7% | -$26.71万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC 看跌期权 | $540.68万 | 0.10% | 11,000 | 11,000 | — | $540.68万 | 新建仓 |
| WMT | WALMART INC | $525.32万 | 0.09% | 42,185 | 447 | 1.1% | $5.57万 | 加仓 |
| WCLD | WISDOMTREE TR | $521.63万 | 0.09% | 190,934 | 154,801 | 428.4% | $422.92万 | 加仓 |
| BBT | BEACON FINANCIAL CORP. | $510.36万 | 0.09% | 170,120 | 82,938 | 95.1% | $248.81万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $504.22万 | 0.09% | 8,438 | -380 | -4.3% | -$22.71万 | 减仓 |
| HUBS | HUBSPOT INC | $503.95万 | 0.09% | 20,646 | 9,224 | 80.8% | $225.15万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $502.70万 | 0.09% | 7 | -1 | -12.5% | -$71.81万 | 减仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $500.43万 | 0.09% | 60,930 | -7,975 | -11.6% | -$65.50万 | 减仓 |
| SFNC | SIMMONS FIRST NATL CORP | $489.81万 | 0.09% | 251,819 | 756 | 0.3% | $1.47万 | 加仓 |
| ITT | ITT INC | $488.42万 | 0.09% | 25,628 | -438 | -1.7% | -$8.35万 | 减仓 |
| ORCL | ORACLE CORP | $487.41万 | 0.09% | 33,133 | 2,255 | 7.3% | $33.17万 | 加仓 |
| MYFW | FIRST WESTN FINL INC | $484.36万 | 0.09% | 197,056 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD SCOTTSDALE FDS | $482.78万 | 0.09% | 81,071 | -7,197 | -8.2% | -$42.86万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $480.36万 | 0.09% | 11,526 | 13 | 0.1% | $5,418 | 加仓 |
| MCHB | MECHANICS BANCORP | $470.18万 | 0.08% | 318,769 | -370,861 | -53.8% | -$547.02万 | 减仓 |
| MINT | PIMCO ETF TR | $467.67万 | 0.08% | 46,502 | -10,074 | -17.8% | -$101.31万 | 减仓 |
| SON | SONOCO PRODS CO | $462.70万 | 0.08% | 85,543 | 15,786 | 22.6% | $85.39万 | 加仓 |
| NTRS | NORTHERN TR CORP | $457.74万 | 0.08% | 32,609 | 187 | 0.6% | $2.62万 | 加仓 |
| BY | BYLINE BANCORP INC | $455.42万 | 0.08% | 144,258 | 5,952 | 4.3% | $18.79万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $450.46万 | 0.08% | 7,454 | -6 | -0.1% | -$3,626 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $449.36万 | 0.08% | 12,698 | 400 | 3.3% | $14.16万 | 加仓 |
| BANC | BANC OF CALIFORNIA INC | $446.46万 | 0.08% | 253,932 | 31 | 0.0% | $545 | 加仓 |
| FSUN | FIRSTSUN CAP BANCORP | $442.35万 | 0.08% | 121,325 | -12,400 | -9.3% | -$45.21万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $440.80万 | 0.08% | 22,467 | 121 | 0.5% | $2.37万 | 加仓 |
| GE | GE AEROSPACE | $440.53万 | 0.08% | 15,502 | 4,163 | 36.7% | $118.30万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $438.99万 | 0.08% | 116,013 | 14,058 | 13.8% | $53.20万 | 加仓 |
| DT | DYNATRACE INC | $437.14万 | 0.08% | 118,210 | 58,312 | 97.4% | $215.64万 | 加仓 |
| DCI | DONALDSON INC | $430.94万 | 0.08% | 50,776 | 180 | 0.4% | $1.53万 | 加仓 |
| NPB | NORTHPOINTE BANCSHARES INC. | $423.04万 | 0.08% | 245,097 | 79,402 | 47.9% | $137.05万 | 加仓 |
| OMCL | OMNICELL COM | $421.16万 | 0.07% | 126,171 | -86 | -0.1% | -$2,871 | 减仓 |
| USB | US BANCORP | $412.72万 | 0.07% | 78,570 | 4,523 | 6.1% | $23.76万 | 加仓 |
| MCD | MCDONALDS CORP | $405.76万 | 0.07% | 13,055 | -410 | -3.0% | -$12.74万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $405.24万 | 0.07% | 13,950 | -74 | -0.5% | -$2.15万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $400.07万 | 0.07% | 4,015 | 181 | 4.7% | $18.04万 | 加仓 |
| DIS | DISNEY WALT CO | $397.80万 | 0.07% | 41,274 | -23,339 | -36.1% | -$224.94万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $395.92万 | 0.07% | 170,506 | -5,416 | -3.1% | -$12.58万 | 减仓 |
| — | HONEYWELL INTL INC | $390.40万 | 0.07% | 17,273 | 2,841 | 19.7% | $64.21万 | 加仓 |
| — | FIRST FNDTN INC | $389.02万 | 0.07% | 659,354 | 258,386 | 64.4% | $152.45万 | 加仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $380.97万 | 0.07% | 106,595 | 0 | 0.0% | — | 不变 |
| FRME | FIRST MERCHANTS CORP | $380.90万 | 0.07% | 98,347 | 13 | 0.0% | $503 | 加仓 |
| CCB | COASTAL FINL CORP WA | $380.50万 | 0.07% | 50,000 | 20,000 | 66.7% | $152.20万 | 加仓 |
| TXN | TEXAS INSTRS INC | $378.44万 | 0.07% | 19,493 | 119 | 0.6% | $2.31万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $375.27万 | 0.07% | 64,105 | 1,151 | 1.8% | $6.74万 | 加仓 |
| MKL | MARKEL GROUP INC | $374.89万 | 0.07% | 1,959 | -170 | -8.0% | -$32.53万 | 减仓 |
| EMR | EMERSON ELEC CO | $374.31万 | 0.07% | 28,569 | -82 | -0.3% | -$1.07万 | 减仓 |
| INTU | INTUIT | $358.78万 | 0.06% | 8,298 | -4,815 | -36.7% | -$208.19万 | 减仓 |
| DE | DEERE & CO | $356.63万 | 0.06% | 6,316 | -868 | -12.1% | -$49.01万 | 减仓 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC | $353.61万 | 0.06% | 116,472 | 268 | 0.2% | $8,136 | 加仓 |
| ABCB | AMERIS BANCORP | $352.87万 | 0.06% | 45,195 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $352.29万 | 0.06% | 18,872 | -155,305 | -89.2% | -$2,899.13万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $351.61万 | 0.06% | 37,856 | -599 | -1.6% | -$5.56万 | 减仓 |
| HEI | HEICO CORP NEW | $351.22万 | 0.06% | 12,809 | -252 | -1.9% | -$6.91万 | 减仓 |
| QQQ | INVESCO QQQ TR | $349.63万 | 0.06% | 6,058 | 1,478 | 32.3% | $85.30万 | 加仓 |
| WMB | WILLIAMS COS INC | $347.04万 | 0.06% | 47,683 | 9,395 | 24.5% | $68.38万 | 加仓 |
| SSB | SOUTHSTATE BK CORP | $345.44万 | 0.06% | 37,337 | 7 | 0.0% | $648 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $343.94万 | 0.06% | 88,507 | -9,298 | -9.5% | -$36.13万 | 减仓 |
| STM | STMICROELECTRONICS N V | $341.56万 | 0.06% | 98,861 | -16,407 | -14.2% | -$56.69万 | 减仓 |
| ETN | EATON CORP PLC | $339.15万 | 0.06% | 9,482 | 247 | 2.7% | $8.83万 | 加仓 |
| OKE | ONEOK INC NEW | $337.14万 | 0.06% | 37,299 | 3,635 | 10.8% | $32.86万 | 加仓 |
| GEV | GE VERNOVA INC | $331.30万 | 0.06% | 3,793 | 359 | 10.5% | $31.36万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $329.55万 | 0.06% | 22,815 | -4,356 | -16.0% | -$62.92万 | 减仓 |
| CPRT | COPART INC | $323.30万 | 0.06% | 97,380 | 17,466 | 21.9% | $57.99万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $320.33万 | 0.06% | 17,558 | 8,014 | 84.0% | $146.21万 | 加仓 |
| FAST | FASTENAL CO | $318.39万 | 0.06% | 68,619 | 139 | 0.2% | $6,450 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $317.92万 | 0.06% | 52,418 | 148 | 0.3% | $8,976 | 加仓 |
| FISI | FINANCIAL INSTITUTIONS INC | $317.15万 | 0.06% | 100,017 | 17 | 0.0% | $539 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $313.03万 | 0.06% | 15,298 | 276 | 1.8% | $5.65万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $311.49万 | 0.06% | 106,933 | -6,158 | -5.4% | -$17.94万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $308.81万 | 0.05% | 22,326 | -108 | -0.5% | -$1.49万 | 减仓 |
| PCYO | PURE CYCLE CORP | $306.37万 | 0.05% | 304,545 | -37,666 | -11.0% | -$37.89万 | 减仓 |
| HEDJ | WISDOMTREE TR | $304.95万 | 0.05% | 58,308 | 687 | 1.2% | $3.59万 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $302.95万 | 0.05% | 35,169 | 35,169 | — | $302.95万 | 新建仓 |
| RY | ROYAL BK CDA | $301.70万 | 0.05% | 18,649 | 289 | 1.6% | $4.68万 | 加仓 |
| KLAC | KLA CORP | $298.43万 | 0.05% | 2,027 | -269 | -11.7% | -$39.60万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $291.11万 | 0.05% | 13,609 | 439 | 3.3% | $9.39万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $289.96万 | 0.05% | 37,603 | -1,001 | -2.6% | -$7.72万 | 减仓 |
| IWY | ISHARES TR | $287.34万 | 0.05% | 11,547 | -45 | -0.4% | -$1.12万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $285.12万 | 0.05% | 14,591 | -1,730 | -10.6% | -$33.81万 | 减仓 |
| ITOT | ISHARES TR | $282.16万 | 0.05% | 19,810 | -874 | -4.2% | -$12.45万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $281.46万 | 0.05% | 35,706 | 191 | 0.5% | $1.51万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $280.81万 | 0.05% | 16,272 | -9,819 | -37.6% | -$169.45万 | 减仓 |
| MPLX | MPLX LP | $279.36万 | 0.05% | 48,950 | 9,757 | 24.9% | $55.68万 | 加仓 |
| KO | COCA COLA CO | $276.02万 | 0.05% | 36,077 | 753 | 2.1% | $5.76万 | 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 |
| FISV | FISERV INC | $269.34万 | 0.05% | 48,268 | 2,548 | 5.6% | $14.22万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $265.04万 | 0.05% | 7,842 | 3,645 | 86.8% | $123.19万 | 加仓 |
| — | WELLS FARGO & CO | $264.61万 | 0.05% | 2,291 | -224 | -8.9% | -$25.87万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $263.26万 | 0.05% | 13,277 | -7,728 | -36.8% | -$153.23万 | 减仓 |
| ET | ENERGY TRANSFER L P | $255.01万 | 0.05% | 132,128 | 34,270 | 35.0% | $66.14万 | 加仓 |
| STT | STATE STR CORP | $253.87万 | 0.05% | 20,059 | 5,758 | 40.3% | $72.87万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $251.52万 | 0.04% | 5,456 | 82 | 1.5% | $3.78万 | 加仓 |
| SHBI | SHORE BANCSHARES INC | $249.16万 | 0.04% | 133,384 | 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 |
| PFS | PROVIDENT FINL SVCS INC | $244.26万 | 0.04% | 115,435 | 0 | 0.0% | — | 不变 |