13F 机构持仓

Curtis Advisory Group, LLC

SANTA BARBARA CA · SEC CIK 0001664656

2026Q22026Q1 更早 9 个季度 🔒
$4.64亿2026Q1 申报市值
118持仓数
50.8%前十大占比 · 第一大 10.9%
6 / 3新建仓 / 清仓
申报市值走势$5.15亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 10.9%
SPY 8.9%
SCHG 7.5%
AMZN 5.1%
SPYM 3.8%
IWF 3.7%
VGT 3.3%
JEPI 3.0%
PKW 2.3%
CLIP 2.3%

2026Q1 买入最多 按季末市值估算

VTIP 新建仓+$252.47万
QUAL 新建仓+$241.26万
AMZN 加仓+$224.41万
IWD 新建仓+$213.58万
CGDV 加仓+$200.85万

2026Q1 卖出最多 按季末市值估算

QQQ 减仓-$400.85万
OEF 清仓-$215.45万
BINV 减仓-$194.75万
SCHE 减仓-$187.12万
IWF 减仓-$180.67万

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
OEF ISHARES TR $00.00%0 -6,282-100.0% -$215.45万 清仓
— ISHARES TR $00.00%0 —— — 申报中断
XLV SELECT SECTOR SPDR TR $00.00%0 -1,384-100.0% -$21.42万 清仓
EFA ISHARES TR $00.00%0 -2,087-100.0% -$20.04万 清仓
VWO VANGUARD INTL EQUITY INDEX F $20.05万0.04%3,710 -92-2.4% -$4,973 减仓
ESML ISHARES TR $20.71万0.04%4,405 4,405— $20.71万 新建仓
SUB ISHARES TR $20.85万0.04%1,958 80.4% $852 加仓
FLRN SPDR SERIES TRUST $20.98万0.05%6,815 -260-3.7% -$8,003 减仓
XLU SELECT SECTOR SPDR TR $21.94万0.05%4,782 00.0% — 不变
VNQ VANGUARD INDEX FDS $22.06万0.05%2,487 522.1% $4,612 加仓
HEFA ISHARES TR $24.53万0.05%5,773 -42-0.7% -$1,785 减仓
VPU VANGUARD WORLD FD $26.79万0.06%1,352 -25-1.8% -$4,953 减仓
FNDX SCHWAB STRATEGIC TR $28.48万0.06%10,225 8699.3% $2.42万 加仓
SCHX SCHWAB STRATEGIC TR $29.71万0.06%11,586 -2,230-16.1% -$5.72万 减仓
DGRO ISHARES TR $31.58万0.07%4,500 00.0% — 不变
BKLN INVESCO EXCH TRADED FD TR II $31.69万0.07%15,529 3,10125.0% $6.33万 加仓
IJR ISHARES TR $32.52万0.07%2,616 00.0% — 不变
NUDM NUSHARES ETF TR $34.06万0.07%9,431 2,96245.8% $10.70万 加仓
NUSC NUSHARES ETF TR $35.46万0.08%7,870 00.0% — 不变
JEPQ J P MORGAN EXCHANGE TRADED F $38.95万0.08%7,016 7,016— $38.95万 新建仓
SCHM SCHWAB STRATEGIC TR $39.17万0.08%12,653 -832-6.2% -$2.58万 减仓
BINV 2023 ETF SERIES TRUST $39.53万0.09%9,591 -47,246-83.1% -$194.75万 减仓
VIG VANGUARD SPECIALIZED FUNDS $39.57万0.09%1,840 -13-0.7% -$2,796 减仓
USXF ISHARES TR $39.85万0.09%7,219 88814.0% $4.90万 加仓
XVV ISHARES TR $40.19万0.09%8,165 -4,268-34.3% -$21.01万 减仓
FESM FIDELITY COVINGTON TRUST $40.63万0.09%10,691 7827.9% $2.97万 加仓
IVE ISHARES TR $41.47万0.09%1,964 00.0% — 不变
VOO VANGUARD INDEX FDS $41.77万0.09%699 -83-10.6% -$4.96万 减仓
SGOL ETFS GOLD TR $43.64万0.09%9,780 200.2% $892 加仓
PLTR PALANTIR TECHNOLOGIES INC $43.88万0.09%3,000 00.0% — 不变
MMM 3M CO $45.02万0.10%3,100 00.0% — 不变
TOTL SSGA ACTIVE ETF TR $45.47万0.10%11,444 00.0% — 不变
KO COCA COLA CO $47.15万0.10%6,200 00.0% — 不变
SCHA SCHWAB STRATEGIC TR $47.96万0.10%16,493 1,3899.2% $4.04万 加仓
IWO ISHARES TR $48.08万0.10%1,532 -73-4.5% -$2.29万 减仓
SHYD VANECK ETF TRUST $48.74万0.11%21,511 00.0% — 不变
TSLA TESLA INC $52.53万0.11%1,413 00.0% — 不变
QCOM QUALCOMM INC $52.80万0.11%4,100 00.0% — 不变
ESGD ISHARES TR $53.29万0.11%5,573 4107.9% $3.92万 加仓
SCHE SCHWAB STRATEGIC TR $53.39万0.12%16,202 -56,788-77.8% -$187.12万 减仓
— DBX ETF TR $54.89万0.12%16,085 1220.8% $4,163 加仓
EAGG ISHARES TR $55.63万0.12%11,700 3,60544.5% $17.14万 加仓
IVW ISHARES TR $58.13万0.13%5,139 00.0% — 不变
— HONEYWELL INTL INC $64.42万0.14%2,850 1,600128.0% $36.16万 加仓
BNDX VANGUARD CHARLOTTE FDS $65.75万0.14%13,684 3422.6% $1.64万 加仓
IWN ISHARES TR $67.34万0.15%3,552 842.4% $1.59万 加仓
IAGG ISHARES TR $67.61万0.15%13,511 120.1% $600 加仓
IGSB ISHARES TR $68.35万0.15%13,005 7646.2% $4.02万 加仓
VEA VANGUARD TAX-MANAGED FDS $72.63万0.16%11,335 -153-1.3% -$9,804 减仓
FTSL FIRST TR EXCHANGE-TRADED FD $75.89万0.16%16,940 -41-0.2% -$1,837 减仓
SPEM SPDR INDEX SHS FDS $78.16万0.17%16,662 760.5% $3,565 加仓
MRK MERCK & CO INC $79.39万0.17%6,600 00.0% — 不变
BUFB INNOVATOR ETFS TRUST $83.23万0.18%23,177 00.0% — 不变
XYLD GLOBAL X FDS $89.79万0.19%22,946 690.3% $2,700 加仓
VTV VANGUARD INDEX FDS $90.80万0.20%4,628 -88-1.9% -$1.73万 减仓
ASML ASML HLDG NV $95.10万0.20%720 720— $95.10万 新建仓
ORCL ORACLE CORP $101.51万0.22%6,900 1,00016.9% $14.71万 加仓
QYLD GLOBAL X FDS $102.26万0.22%59,629 -853-1.4% -$1.46万 减仓
HYS PIMCO ETF TR $106.71万0.23%11,441 1751.6% $1.63万 加仓
VYM VANGUARD WHITEHALL FDS $108.72万0.23%7,341 -566-7.2% -$8.38万 减仓
WMT WALMART INC $113.53万0.24%9,135 1,40018.1% $17.40万 加仓
LMT LOCKHEED MARTIN CORP $114.23万0.25%1,890 00.0% — 不变
FBND FIDELITY MERRIMACK STR TR $115.61万0.25%25,343 1230.5% $5,611 加仓
NULV NUSHARES ETF TR $129.85万0.28%28,539 1,7936.7% $8.16万 加仓
NULG NUSHARES ETF TR $132.13万0.28%14,529 1,36810.4% $12.44万 加仓
AVDV AMERICAN CENTY ETF TR $132.41万0.29%13,260 -232-1.7% -$2.32万 减仓
VUG VANGUARD INDEX FDS $140.30万0.30%3,212 70.2% $3,058 加仓
CMF ISHARES TR $156.29万0.34%27,487 3071.1% $1.75万 加仓
DBEF DBX ETF TR $162.08万0.35%32,809 2100.6% $1.04万 加仓
AMGN AMGEN INC $179.44万0.39%5,100 00.0% — 不变
V VISA INC $185.27万0.40%6,130 84015.9% $25.39万 加仓
CVX CHEVRON CORPORATION $187.45万0.40%9,060 00.0% — 不变
VBR VANGUARD INDEX FDS $208.34万0.45%9,590 1401.5% $3.04万 加仓
IWD ISHARES TR $213.58万0.46%9,996 9,996— $213.58万 新建仓
VTI VANGUARD INDEX FDS $219.33万0.47%6,837 -300-4.2% -$9.62万 减仓
— EXXON MOBIL CORP $221.07万0.48%13,030 00.0% — 不变
VBK VANGUARD INDEX FDS $230.25万0.50%7,618 -138-1.8% -$4.17万 减仓
QUAL ISHARES TR $241.26万0.52%12,578 12,578— $241.26万 新建仓
AVLV AMERICAN CENTY ETF TR $241.35万0.52%29,940 7022.4% $5.66万 加仓
JPM JPMORGAN CHASE & CO $250.04万0.54%8,500 1,40019.7% $41.18万 加仓
VTIP VANGUARD MALVERN FDS $252.47万0.54%50,544 50,544— $252.47万 新建仓
FNDF SCHWAB STRATEGIC TR $254.35万0.55%51,982 -1,270-2.4% -$6.21万 减仓
META META PLATFORMS INC $264.55万0.57%4,624 00.0% — 不变
NFLX NETFLIX INC. $267.08万0.58%27,777 2,80711.2% $26.99万 加仓
HD HOME DEPOT INC $277.52万0.60%8,438 1,35019.0% $44.40万 加仓
AVGO BROADCOM INC $283.76万0.61%9,168 700.8% $2.17万 加仓
CGDV CAPITAL GROUP DIVIDEND VALUE $298.69万0.64%70,215 47,215205.3% $200.85万 加仓
SPHQ INVESCO EXCHANGE TRADED FD T $300.70万0.65%39,992 26,319192.5% $197.89万 加仓
VTWO VANGUARD SCOTTSDALE FDS $309.24万0.67%30,872 400.1% $4,007 加仓
AAPL APPLE INC $344.16万0.74%13,561 -181-1.3% -$4.59万 减仓
MSFT MICROSOFT CORP $406.37万0.88%10,978 1,13711.6% $42.09万 加仓
DYNF BLACKROCK ETF TRUST $414.51万0.89%71,246 4,4666.7% $25.98万 加仓
VXF VANGUARD INDEX FDS $423.29万0.91%20,568 -305-1.5% -$6.28万 减仓
PTLC PACER FDS TR $423.69万0.91%80,764 6130.8% $3.22万 加仓
GOOG ALPHABET INC $450.51万0.97%15,705 9706.6% $27.83万 加仓
SCHF SCHWAB STRATEGIC TR $474.22万1.02%191,606 -6,467-3.3% -$16.01万 减仓
SRLN SSGA ACTIVE ETF TR $509.69万1.10%126,978 -571-0.4% -$2.29万 减仓
COST COSTCO WHOLESALE CORPORATION $509.87万1.10%5,117 58212.8% $57.99万 加仓
USMV ISHARES TR $549.23万1.18%59,223 20,57753.2% $190.83万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $586.35万1.26%12,236 -5-0.0% -$2,396 减仓