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 |
|---|---|---|---|---|---|---|---|---|
| SGOL | ETFS GOLD TR | $37.39万 | 0.07% | 9,780 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $35.00万 | 0.07% | 3,000 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $34.14万 | 0.07% | 11,601 | 15 | 0.1% | $441 | 加仓 |
| DGRO | ISHARES TR | $34.11万 | 0.07% | 4,500 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL INC | $31.35万 | 0.06% | 1,400 | -1,450 | -50.9% | -$32.47万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $30.95万 | 0.06% | 1,400 | 1,400 | — | $30.95万 | 新建仓 |
| NUDM | NUSHARES ETF TR | $30.43万 | 0.06% | 7,604 | -1,827 | -19.4% | -$7.31万 | 减仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $30.19万 | 0.06% | 14,821 | -708 | -4.6% | -$1.44万 | 减仓 |
| SOXQ | INVESCO EXCH TRADED FD TR II | $29.19万 | 0.06% | 2,604 | 2,604 | — | $29.19万 | 新建仓 |
| HEFA | ISHARES TR | $26.89万 | 0.05% | 5,730 | -43 | -0.7% | -$2,018 | 减仓 |
| SUB | ISHARES TR | $26.40万 | 0.05% | 2,480 | 522 | 26.7% | $5.56万 | 加仓 |
| VPU | VANGUARD WORLD FD | $25.78万 | 0.05% | 1,317 | -35 | -2.6% | -$6,851 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $23.98万 | 0.05% | 2,487 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $22.06万 | 0.04% | 3,696 | -14 | -0.4% | -$836 | 减仓 |
| FLRN | SPDR SERIES TRUST | $21.93万 | 0.04% | 7,110 | 295 | 4.3% | $9,101 | 加仓 |
| — | ISHARES TR | $21.93万 | 0.04% | 4,695 | -465 | -9.0% | -$2.17万 | 重新持有 |
| ESML | ISHARES TR | $21.45万 | 0.04% | 3,836 | -569 | -12.9% | -$3.18万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $0 | 0.00% | 0 | -50,544 | -100.0% | -$252.47万 | 清仓 |
| IWD | ISHARES TR | $0 | 0.00% | 0 | -9,996 | -100.0% | -$213.58万 | 清仓 |
| TOTL | SSGA ACTIVE ETF TR | $0 | 0.00% | 0 | -11,444 | -100.0% | -$45.47万 | 清仓 |
| MMM | 3M CO | $0 | 0.00% | 0 | -3,100 | -100.0% | -$45.02万 | 清仓 |
| BINV | 2023 ETF SERIES TRUST | $0 | 0.00% | 0 | -9,591 | -100.0% | -$39.53万 | 清仓 |
| XLU | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -4,782 | -100.0% | -$21.94万 | 清仓 |