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 |
|---|---|---|---|---|---|---|---|---|
| BINV | 2023 ETF SERIES TRUST | $39.53万 | 0.09% | 9,591 | -47,246 | -83.1% | -$194.75万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $39.17万 | 0.08% | 12,653 | -832 | -6.2% | -$2.58万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $38.95万 | 0.08% | 7,016 | 7,016 | — | $38.95万 | 新建仓 |
| NUSC | NUSHARES ETF TR | $35.46万 | 0.08% | 7,870 | 0 | 0.0% | — | 不变 |
| NUDM | NUSHARES ETF TR | $34.06万 | 0.07% | 9,431 | 2,962 | 45.8% | $10.70万 | 加仓 |
| IJR | ISHARES TR | $32.52万 | 0.07% | 2,616 | 0 | 0.0% | — | 不变 |
| BKLN | INVESCO EXCH TRADED FD TR II | $31.69万 | 0.07% | 15,529 | 3,101 | 25.0% | $6.33万 | 加仓 |
| DGRO | ISHARES TR | $31.58万 | 0.07% | 4,500 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $29.71万 | 0.06% | 11,586 | -2,230 | -16.1% | -$5.72万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $28.48万 | 0.06% | 10,225 | 869 | 9.3% | $2.42万 | 加仓 |
| VPU | VANGUARD WORLD FD | $26.79万 | 0.06% | 1,352 | -25 | -1.8% | -$4,953 | 减仓 |
| HEFA | ISHARES TR | $24.53万 | 0.05% | 5,773 | -42 | -0.7% | -$1,785 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $22.06万 | 0.05% | 2,487 | 52 | 2.1% | $4,612 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $21.94万 | 0.05% | 4,782 | 0 | 0.0% | — | 不变 |
| FLRN | SPDR SERIES TRUST | $20.98万 | 0.05% | 6,815 | -260 | -3.7% | -$8,003 | 减仓 |
| SUB | ISHARES TR | $20.85万 | 0.04% | 1,958 | 8 | 0.4% | $852 | 加仓 |
| ESML | ISHARES TR | $20.71万 | 0.04% | 4,405 | 4,405 | — | $20.71万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $20.05万 | 0.04% | 3,710 | -92 | -2.4% | -$4,973 | 减仓 |
| OEF | ISHARES TR | $0 | 0.00% | 0 | -6,282 | -100.0% | -$215.45万 | 清仓 |
| — | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLV | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -1,384 | -100.0% | -$21.42万 | 清仓 |
| EFA | ISHARES TR | $0 | 0.00% | 0 | -2,087 | -100.0% | -$20.04万 | 清仓 |