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 |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $1.79亿 | 3.19% | 484,587 | -37,061 | -7.1% | -$1,371.89万 | 减仓 |
| AAPL | APPLE INC | $1.70亿 | 3.02% | 669,941 | 40,164 | 6.4% | $1,019.32万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1.38亿 | 2.45% | 791,005 | 36,455 | 4.8% | $635.81万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1.20亿 | 2.13% | 407,680 | -3,560 | -0.9% | -$104.72万 | 减仓 |
| GOOGL | ALPHABET INC | $1.14亿 | 2.03% | 397,433 | -5,659 | -1.4% | -$162.73万 | 减仓 |
| AMZN | AMAZON COM INC | $1.12亿 | 1.99% | 537,040 | -15,006 | -2.7% | -$312.53万 | 减仓 |
| IEFA | ISHARES TR | $1.08亿 | 1.93% | 1,195,796 | 477,168 | 66.4% | $4,319.80万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $9,300.10万 | 1.65% | 3,627,186 | 65,360 | 1.8% | $167.58万 | 加仓 |
| IVV | ISHARES TR | $9,114.71万 | 1.62% | 139,538 | 4,617 | 3.4% | $301.59万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $7,799.89万 | 1.39% | 119,642 | 4,569 | 4.0% | $297.87万 | 加仓 |
| GOOG | ALPHABET INC | $7,406.00万 | 1.32% | 258,175 | -16,411 | -6.0% | -$470.77万 | 减仓 |
| V | VISA INC | $7,388.79万 | 1.31% | 244,467 | -10,926 | -4.3% | -$330.23万 | 减仓 |
| AME | AMETEK INC | $6,436.81万 | 1.15% | 298,156 | 5,758 | 2.0% | $124.31万 | 加仓 |
| LLY | ELI LILLY & CO | $6,123.19万 | 1.09% | 66,573 | 6,513 | 10.8% | $599.05万 | 加仓 |
| AVGO | BROADCOM INC | $6,015.67万 | 1.07% | 194,361 | 26,926 | 16.1% | $833.39万 | 加仓 |
| MRK | MERCK & CO INC | $5,370.93万 | 0.96% | 443,638 | 416 | 0.1% | $5.04万 | 加仓 |
| TJX | TJX COS INC NEW | $5,356.46万 | 0.95% | 335,408 | -20,453 | -5.7% | -$326.63万 | 减仓 |
| DHR | DANAHER CORP DEL | $5,319.82万 | 0.95% | 280,064 | -1,511 | -0.5% | -$28.70万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $5,055.52万 | 0.90% | 105,499 | 8,097 | 8.3% | $388.01万 | 加仓 |
| IEI | ISHARES TR | $4,892.76万 | 0.87% | 412,543 | 12,843 | 3.2% | $152.32万 | 加仓 |
| GLD | SPDR GOLD TR | $4,763.01万 | 0.85% | 110,693 | -3,337 | -2.9% | -$143.59万 | 减仓 |
| META | META PLATFORMS INC | $4,654.82万 | 0.83% | 81,360 | 15,649 | 23.8% | $895.32万 | 加仓 |
| IUSV | ISHARES TR | $4,595.85万 | 0.82% | 449,471 | 138,672 | 44.6% | $1,417.92万 | 加仓 |
| RTX | RTX CORPORATION | $4,469.28万 | 0.80% | 231,689 | 9,847 | 4.4% | $189.95万 | 加仓 |
| IUSG | ISHARES TR | $4,350.69万 | 0.77% | 280,491 | 64,720 | 30.0% | $1,003.87万 | 加仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $4,081.19万 | 0.73% | 5,872,216 | 2,506,346 | 74.5% | $1,741.91万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $3,971.17万 | 0.71% | 36,275 | 727 | 2.0% | $79.59万 | 加仓 |
| NDSN | NORDSON CORP | $3,899.98万 | 0.69% | 146,156 | -10,136 | -6.5% | -$270.47万 | 减仓 |
| EFA | ISHARES TR | $3,694.90万 | 0.66% | 380,408 | 11,770 | 3.2% | $114.32万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $3,693.95万 | 0.66% | 8,774 | -663 | -7.0% | -$279.13万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $3,644.64万 | 0.65% | 53,497 | -1,825 | -3.3% | -$124.33万 | 减仓 |
| EOG | EOG RES INC | $3,632.70万 | 0.65% | 251,277 | 16,643 | 7.1% | $240.61万 | 加仓 |
| SHY | ISHARES TR | $3,605.30万 | 0.64% | 436,635 | 6,230 | 1.4% | $51.44万 | 加仓 |
| WHR | WHIRLPOOL CORP | $3,583.77万 | 0.64% | 664,645 | -57,093 | -7.9% | -$307.85万 | 减仓 |
| AMAT | APPLIED MATLS INC | $3,582.26万 | 0.64% | 104,809 | 43,794 | 71.8% | $1,496.83万 | 加仓 |
| JMTG | J P MORGAN EXCHANGE TRADED F | $3,442.10万 | 0.61% | 674,922 | 170,062 | 33.7% | $867.32万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $3,354.83万 | 0.60% | 201,120 | -1,437 | -0.7% | -$23.97万 | 减仓 |
| IDXX | IDEXX LABS INC | $3,214.08万 | 0.57% | 57,201 | 17,559 | 44.3% | $986.63万 | 加仓 |
| ADI | ANALOG DEVICES INC | $3,167.31万 | 0.56% | 99,558 | -28,781 | -22.4% | -$915.63万 | 减仓 |
| IEMG | ISHARES INC | $3,099.66万 | 0.55% | 444,396 | 140,402 | 46.2% | $979.30万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $3,017.19万 | 0.54% | 188,198 | -28,892 | -13.3% | -$463.20万 | 减仓 |
| CVX | CHEVRON CORPORATION | $3,000.18万 | 0.53% | 145,006 | 55,550 | 62.1% | $1,149.33万 | 加仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $2,984.86万 | 0.53% | 281,034 | 2,533 | 0.9% | $26.90万 | 加仓 |
| HUBB | HUBBELL INC | $2,951.62万 | 0.53% | 60,146 | 4,027 | 7.2% | $197.62万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $2,927.16万 | 0.52% | 1,182,692 | -31,508 | -2.6% | -$77.98万 | 减仓 |
| BLK | BLACKROCK INC | $2,924.93万 | 0.52% | 30,414 | -946 | -3.0% | -$90.98万 | 减仓 |
| SNPS | SYNOPSYS INC | $2,855.98万 | 0.51% | 72,033 | -30,535 | -29.8% | -$1,210.66万 | 减仓 |
| FICO | FAIR ISAAC CORP | $2,794.90万 | 0.50% | 26,181 | 2,802 | 12.0% | $299.12万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $2,784.19万 | 0.50% | 114,864 | 9,016 | 8.5% | $218.54万 | 加仓 |
| EMXC | ISHARES INC | $2,756.05万 | 0.49% | 350,375 | -44,410 | -11.2% | -$349.33万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $2,755.53万 | 0.49% | 135,454 | 102,458 | 310.5% | $2,084.30万 | 加仓 |
| SYK | STRYKER CORPORATION | $2,752.80万 | 0.49% | 83,583 | 3,336 | 4.2% | $109.87万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $2,706.94万 | 0.48% | 110,740 | -17,507 | -13.7% | -$427.94万 | 减仓 |
| RBC | RBC BEARINGS INC | $2,687.69万 | 0.48% | 49,486 | -292 | -0.6% | -$15.86万 | 减仓 |
| IJR | ISHARES TR | $2,657.88万 | 0.47% | 213,810 | -7,890 | -3.6% | -$98.08万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $2,653.73万 | 0.47% | 67,973 | 5,891 | 9.5% | $229.99万 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $2,522.40万 | 0.45% | 706,555 | 191,071 | 37.1% | $682.12万 | 加仓 |
| EGP | EASTGROUP PPTYS INC | $2,476.50万 | 0.44% | 133,065 | -1,568 | -1.2% | -$29.18万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $2,473.14万 | 0.44% | 798,817 | -60,391 | -7.0% | -$186.97万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $2,435.19万 | 0.43% | 726,270 | -49,140 | -6.3% | -$164.77万 | 减仓 |
| WSO | WATSCO INC | $2,388.47万 | 0.42% | 65,655 | -1,330 | -2.0% | -$48.38万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $2,373.98万 | 0.42% | 60,230 | -2,175 | -3.5% | -$85.73万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $2,351.77万 | 0.42% | 38,039 | 207 | 0.5% | $12.80万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $2,292.06万 | 0.41% | 46,597 | 3,451 | 8.0% | $169.75万 | 加仓 |
| EXP | EAGLE MATLS INC | $2,258.15万 | 0.40% | 119,084 | 80 | 0.1% | $1.52万 | 加仓 |
| AZN | ASTRAZENECA PLC | $2,216.87万 | 0.39% | 112,406 | 112,406 | — | $2,216.87万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $2,216.28万 | 0.39% | 52,107 | -4,390 | -7.8% | -$186.72万 | 减仓 |
| RRC | RANGE RES CORP | $2,203.39万 | 0.39% | 487,691 | -5,085 | -1.0% | -$22.97万 | 减仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $2,201.76万 | 0.39% | 82,985 | 684 | 0.8% | $18.15万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $2,175.88万 | 0.39% | 709,219 | -15,393 | -2.1% | -$47.23万 | 减仓 |
| SYBT | STOCK YDS BANCORP INC | $2,137.11万 | 0.38% | 321,367 | 29,542 | 10.1% | $196.46万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $2,130.25万 | 0.38% | 1,348,371 | 196,115 | 17.0% | $309.84万 | 加仓 |
| CRH | CRH PLC | $2,129.71万 | 0.38% | 201,989 | 82,215 | 68.6% | $866.85万 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $2,128.00万 | 0.38% | 62,153 | -49,959 | -44.6% | -$1,710.50万 | 减仓 |
| IFRA | ISHARES TR | $2,100.98万 | 0.37% | 367,305 | 2,781 | 0.8% | $15.91万 | 加仓 |
| KRE | SPDR SERIES TRUST | $2,054.62万 | 0.37% | 315,368 | 4,233 | 1.4% | $27.58万 | 加仓 |
| IEX | IDEX CORP | $1,970.77万 | 0.35% | 103,971 | 1,876 | 1.8% | $35.56万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,884.27万 | 0.34% | 87,616 | 904 | 1.0% | $19.44万 | 加仓 |
| ABBV | ABBVIE INC | $1,873.08万 | 0.33% | 86,122 | 2,775 | 3.3% | $60.35万 | 加仓 |
| MS | MORGAN STANLEY | $1,864.53万 | 0.33% | 113,297 | -7,298 | -6.1% | -$120.10万 | 减仓 |
| XBI | SPDR SERIES TRUST | $1,837.35万 | 0.33% | 143,846 | 96,157 | 201.6% | $1,228.21万 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $1,808.76万 | 0.32% | 72,166 | -367 | -0.5% | -$9.20万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $1,762.81万 | 0.31% | 35,280 | -64 | -0.2% | -$3.20万 | 减仓 |
| IJH | ISHARES TR | $1,758.17万 | 0.31% | 260,354 | -28,144 | -9.8% | -$190.06万 | 减仓 |
| WTFC | WINTRUST FINL CORP | $1,756.80万 | 0.31% | 126,443 | 17,577 | 16.1% | $244.21万 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $1,745.64万 | 0.31% | 177,367 | 13,772 | 8.4% | $135.54万 | 加仓 |
| KAI | KADANT INC | $1,717.13万 | 0.31% | 58,735 | 863 | 1.5% | $25.23万 | 加仓 |
| TSLA | TESLA INC | $1,709.74万 | 0.30% | 45,992 | 12,958 | 39.2% | $481.71万 | 加仓 |
| DGRW | WISDOMTREE TR | $1,695.83万 | 0.30% | 193,059 | 350 | 0.2% | $3.07万 | 加仓 |
| SBCF | SEACOAST BKG CORP FLA | $1,695.46万 | 0.30% | 559,743 | 9,307 | 1.7% | $28.19万 | 加仓 |
| TCBK | TRICO BANCSHARES | $1,677.00万 | 0.30% | 352,756 | 3,098 | 0.9% | $14.73万 | 加仓 |
| NET | CLOUDFLARE INC | $1,647.36万 | 0.29% | 79,837 | -7,533 | -8.6% | -$155.44万 | 减仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $1,645.31万 | 0.29% | 128,832 | 948 | 0.7% | $12.11万 | 加仓 |
| VGT | VANGUARD WORLD FD | $1,615.57万 | 0.29% | 23,155 | -7 | -0.0% | -$4,884 | 减仓 |
| IWF | ISHARES TR | $1,600.09万 | 0.28% | 37,526 | 2,936 | 8.5% | $125.19万 | 加仓 |
| PGR | PROGRESSIVE CORP | $1,570.92万 | 0.28% | 79,243 | -17,205 | -17.8% | -$341.07万 | 减仓 |
| EQBK | EQUITY BANCSHARES INC | $1,554.35万 | 0.28% | 350,000 | -3,186 | -0.9% | -$14.15万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $1,459.03万 | 0.26% | 21,386 | -2,265 | -9.6% | -$154.53万 | 减仓 |
| IWP | ISHARES TR | $1,448.65万 | 0.26% | 113,070 | 60 | 0.1% | $7,687 | 加仓 |
| ABX | ABACUS GLOBAL MGMT INC | $1,418.40万 | 0.25% | 1,800,000 | -62,500 | -3.4% | -$49.25万 | 减仓 |