Curtis Advisory Group, LLC
SANTA BARBARA CA · SEC CIK 0001664656
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| DIA | STATE STR SPDR DOW JONES IND | $596.50万 | 1.29% | 12,878 | -21 | -0.2% | -$9,727 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $607.73万 | 1.31% | 64,831 | -1,035 | -1.6% | -$9.70万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $610.28万 | 1.32% | 55,637 | 2,965 | 5.6% | $32.52万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $611.94万 | 1.32% | 121,488 | 6,762 | 5.9% | $34.06万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $656.05万 | 1.41% | 215,099 | -2,221 | -1.0% | -$6.77万 | 减仓 |
| AIQ | GLOBAL X FDS | $666.83万 | 1.44% | 142,881 | 63 | 0.0% | $2,940 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $672.26万 | 1.45% | 289,516 | 7,241 | 2.6% | $16.81万 | 加仓 |
| SHYG | ISHARES TR | $741.26万 | 1.60% | 175,197 | -25,659 | -12.8% | -$108.56万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $764.08万 | 1.65% | 96,389 | -15,763 | -14.1% | -$124.95万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $876.20万 | 1.89% | 285,594 | -2,419 | -0.8% | -$7.42万 | 减仓 |
| QQQ | INVESCO QQQ TR | $944.44万 | 2.04% | 16,363 | -6,945 | -29.8% | -$400.85万 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $956.87万 | 2.06% | 149,721 | 1,821 | 1.2% | $11.64万 | 加仓 |
| CLIP | GLOBAL X FDS | $1,044.17万 | 2.25% | 104,042 | -13,144 | -11.2% | -$131.91万 | 减仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $1,083.53万 | 2.34% | 82,555 | 735 | 0.9% | $9.65万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,400.57万 | 3.02% | 247,101 | -867 | -0.3% | -$4.91万 | 减仓 |
| VGT | VANGUARD WORLD FD | $1,547.75万 | 3.34% | 22,183 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $1,707.31万 | 3.68% | 40,040 | -4,237 | -9.6% | -$180.67万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $1,755.35万 | 3.78% | 229,338 | 5,950 | 2.7% | $45.54万 | 加仓 |
| AMZN | AMAZON COM INC | $2,374.94万 | 5.12% | 114,032 | 10,775 | 10.4% | $224.41万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $3,478.26万 | 7.50% | 1,194,047 | 7,486 | 0.6% | $21.81万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $4,125.04万 | 8.89% | 63,429 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $5,069.20万 | 10.93% | 290,665 | 9,586 | 3.4% | $167.18万 | 加仓 |