Curtis Advisory Group, LLC
SANTA BARBARA CA · SEC CIK 0001664656
$5.15亿2026Q2 申报市值
117持仓数
52.2%前十大占比 · 第一大 11.3%
4 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
JEPQ 加仓+$374.84万
BNDX 加仓+$265.90万
QQQM 新建仓+$250.65万
FESM 加仓+$240.05万
FNDX 加仓+$221.99万
2026Q2 卖出最多 按季末市值估算
SRLN 减仓-$380.54万
JEPI 减仓-$315.21万
SPHQ 减仓-$253.78万
VTIP 清仓-$252.47万
QUAL 减仓-$237.55万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| SCHZ | SCHWAB STRATEGIC TR | $607.45万 | 1.18% | 262,624 | -26,892 | -9.3% | -$62.20万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $622.97万 | 1.21% | 123,384 | 1,896 | 1.6% | $9.57万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $627.34万 | 1.22% | 12,537 | 301 | 2.5% | $15.06万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $670.02万 | 1.30% | 12,826 | -52 | -0.4% | -$2.72万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $701.49万 | 1.36% | 65,985 | 1,154 | 1.8% | $12.27万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $726.40万 | 1.41% | 56,834 | 1,197 | 2.2% | $15.30万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $734.12万 | 1.43% | 210,894 | -4,205 | -2.0% | -$14.64万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $775.41万 | 1.51% | 98,116 | 1,727 | 1.8% | $13.65万 | 加仓 |
| SHYG | ISHARES TR | $870.30万 | 1.69% | 205,212 | 30,015 | 17.1% | $127.29万 | 加仓 |
| CLIP | GLOBAL X FDS | $872.86万 | 1.70% | 86,990 | -17,052 | -16.4% | -$171.10万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $905.54万 | 1.76% | 285,569 | -25 | -0.0% | -$793 | 减仓 |
| AIQ | GLOBAL X FDS | $936.90万 | 1.82% | 142,798 | -83 | -0.1% | -$5,446 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $1,022.30万 | 1.99% | 151,272 | 1,551 | 1.0% | $10.48万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,080.42万 | 2.10% | 191,292 | -55,809 | -22.6% | -$315.21万 | 减仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $1,153.64万 | 2.24% | 81,437 | -1,118 | -1.4% | -$15.84万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,162.41万 | 2.26% | 15,785 | -578 | -3.5% | -$42.56万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $1,785.44万 | 3.47% | 203,168 | -26,170 | -11.4% | -$229.98万 | 减仓 |
| IWF | ISHARES TR | $1,973.22万 | 3.83% | 158,913 | -1,247 | -0.8% | -$15.48万 | 减仓 |
| VGT | VANGUARD WORLD FD | $2,207.10万 | 4.29% | 184,664 | 7,200 | 4.1% | $86.05万 | 加仓 |
| AMZN | AMAZON COM INC | $2,715.00万 | 5.27% | 113,913 | -119 | -0.1% | -$2.84万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $4,259.45万 | 8.27% | 1,258,702 | 64,655 | 5.4% | $218.79万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $4,731.09万 | 9.19% | 63,354 | -75 | -0.1% | -$5.60万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $5,814.63万 | 11.29% | 290,601 | -64 | -0.0% | -$1.28万 | 减仓 |