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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $5,069.20万 | 10.93% | 290,665 | 9,586 | 3.4% | $167.18万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $4,125.04万 | 8.89% | 63,429 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $3,478.26万 | 7.50% | 1,194,047 | 7,486 | 0.6% | $21.81万 | 加仓 |
| AMZN | AMAZON COM INC | $2,374.94万 | 5.12% | 114,032 | 10,775 | 10.4% | $224.41万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1,755.35万 | 3.78% | 229,338 | 5,950 | 2.7% | $45.54万 | 加仓 |
| IWF | ISHARES TR | $1,707.31万 | 3.68% | 40,040 | -4,237 | -9.6% | -$180.67万 | 减仓 |
| VGT | VANGUARD WORLD FD | $1,547.75万 | 3.34% | 22,183 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,400.57万 | 3.02% | 247,101 | -867 | -0.3% | -$4.91万 | 减仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $1,083.53万 | 2.34% | 82,555 | 735 | 0.9% | $9.65万 | 加仓 |
| CLIP | GLOBAL X FDS | $1,044.17万 | 2.25% | 104,042 | -13,144 | -11.2% | -$131.91万 | 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 |
| QQQ | INVESCO QQQ TR | $944.44万 | 2.04% | 16,363 | -6,945 | -29.8% | -$400.85万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $876.20万 | 1.89% | 285,594 | -2,419 | -0.8% | -$7.42万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $764.08万 | 1.65% | 96,389 | -15,763 | -14.1% | -$124.95万 | 减仓 |
| SHYG | ISHARES TR | $741.26万 | 1.60% | 175,197 | -25,659 | -12.8% | -$108.56万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $672.26万 | 1.45% | 289,516 | 7,241 | 2.6% | $16.81万 | 加仓 |
| AIQ | GLOBAL X FDS | $666.83万 | 1.44% | 142,881 | 63 | 0.0% | $2,940 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $656.05万 | 1.41% | 215,099 | -2,221 | -1.0% | -$6.77万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $611.94万 | 1.32% | 121,488 | 6,762 | 5.9% | $34.06万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $610.28万 | 1.32% | 55,637 | 2,965 | 5.6% | $32.52万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $607.73万 | 1.31% | 64,831 | -1,035 | -1.6% | -$9.70万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $596.50万 | 1.29% | 12,878 | -21 | -0.2% | -$9,727 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $586.35万 | 1.26% | 12,236 | -5 | -0.0% | -$2,396 | 减仓 |
| USMV | ISHARES TR | $549.23万 | 1.18% | 59,223 | 20,577 | 53.2% | $190.83万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $509.87万 | 1.10% | 5,117 | 582 | 12.8% | $57.99万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $509.69万 | 1.10% | 126,978 | -571 | -0.4% | -$2.29万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $474.22万 | 1.02% | 191,606 | -6,467 | -3.3% | -$16.01万 | 减仓 |
| GOOG | ALPHABET INC | $450.51万 | 0.97% | 15,705 | 970 | 6.6% | $27.83万 | 加仓 |
| PTLC | PACER FDS TR | $423.69万 | 0.91% | 80,764 | 613 | 0.8% | $3.22万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $423.29万 | 0.91% | 20,568 | -305 | -1.5% | -$6.28万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $414.51万 | 0.89% | 71,246 | 4,466 | 6.7% | $25.98万 | 加仓 |
| MSFT | MICROSOFT CORP | $406.37万 | 0.88% | 10,978 | 1,137 | 11.6% | $42.09万 | 加仓 |
| AAPL | APPLE INC | $344.16万 | 0.74% | 13,561 | -181 | -1.3% | -$4.59万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $309.24万 | 0.67% | 30,872 | 40 | 0.1% | $4,007 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $300.70万 | 0.65% | 39,992 | 26,319 | 192.5% | $197.89万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $298.69万 | 0.64% | 70,215 | 47,215 | 205.3% | $200.85万 | 加仓 |
| AVGO | BROADCOM INC | $283.76万 | 0.61% | 9,168 | 70 | 0.8% | $2.17万 | 加仓 |
| HD | HOME DEPOT INC | $277.52万 | 0.60% | 8,438 | 1,350 | 19.0% | $44.40万 | 加仓 |
| NFLX | NETFLIX INC. | $267.08万 | 0.58% | 27,777 | 2,807 | 11.2% | $26.99万 | 加仓 |
| META | META PLATFORMS INC | $264.55万 | 0.57% | 4,624 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB STRATEGIC TR | $254.35万 | 0.55% | 51,982 | -1,270 | -2.4% | -$6.21万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $252.47万 | 0.54% | 50,544 | 50,544 | — | $252.47万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $250.04万 | 0.54% | 8,500 | 1,400 | 19.7% | $41.18万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $241.35万 | 0.52% | 29,940 | 702 | 2.4% | $5.66万 | 加仓 |
| QUAL | ISHARES TR | $241.26万 | 0.52% | 12,578 | 12,578 | — | $241.26万 | 新建仓 |
| VBK | VANGUARD INDEX FDS | $230.25万 | 0.50% | 7,618 | -138 | -1.8% | -$4.17万 | 减仓 |
| — | EXXON MOBIL CORP | $221.07万 | 0.48% | 13,030 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $219.33万 | 0.47% | 6,837 | -300 | -4.2% | -$9.62万 | 减仓 |
| IWD | ISHARES TR | $213.58万 | 0.46% | 9,996 | 9,996 | — | $213.58万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $208.34万 | 0.45% | 9,590 | 140 | 1.5% | $3.04万 | 加仓 |
| CVX | CHEVRON CORPORATION | $187.45万 | 0.40% | 9,060 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $185.27万 | 0.40% | 6,130 | 840 | 15.9% | $25.39万 | 加仓 |
| AMGN | AMGEN INC | $179.44万 | 0.39% | 5,100 | 0 | 0.0% | — | 不变 |
| DBEF | DBX ETF TR | $162.08万 | 0.35% | 32,809 | 210 | 0.6% | $1.04万 | 加仓 |
| CMF | ISHARES TR | $156.29万 | 0.34% | 27,487 | 307 | 1.1% | $1.75万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $140.30万 | 0.30% | 3,212 | 7 | 0.2% | $3,058 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $132.41万 | 0.29% | 13,260 | -232 | -1.7% | -$2.32万 | 减仓 |
| NULG | NUSHARES ETF TR | $132.13万 | 0.28% | 14,529 | 1,368 | 10.4% | $12.44万 | 加仓 |
| NULV | NUSHARES ETF TR | $129.85万 | 0.28% | 28,539 | 1,793 | 6.7% | $8.16万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $115.61万 | 0.25% | 25,343 | 123 | 0.5% | $5,611 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $114.23万 | 0.25% | 1,890 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $113.53万 | 0.24% | 9,135 | 1,400 | 18.1% | $17.40万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $108.72万 | 0.23% | 7,341 | -566 | -7.2% | -$8.38万 | 减仓 |
| HYS | PIMCO ETF TR | $106.71万 | 0.23% | 11,441 | 175 | 1.6% | $1.63万 | 加仓 |
| QYLD | GLOBAL X FDS | $102.26万 | 0.22% | 59,629 | -853 | -1.4% | -$1.46万 | 减仓 |
| ORCL | ORACLE CORP | $101.51万 | 0.22% | 6,900 | 1,000 | 16.9% | $14.71万 | 加仓 |
| ASML | ASML HLDG NV | $95.10万 | 0.20% | 720 | 720 | — | $95.10万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $90.80万 | 0.20% | 4,628 | -88 | -1.9% | -$1.73万 | 减仓 |
| XYLD | GLOBAL X FDS | $89.79万 | 0.19% | 22,946 | 69 | 0.3% | $2,700 | 加仓 |
| BUFB | INNOVATOR ETFS TRUST | $83.23万 | 0.18% | 23,177 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $79.39万 | 0.17% | 6,600 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $78.16万 | 0.17% | 16,662 | 76 | 0.5% | $3,565 | 加仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $75.89万 | 0.16% | 16,940 | -41 | -0.2% | -$1,837 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $72.63万 | 0.16% | 11,335 | -153 | -1.3% | -$9,804 | 减仓 |
| IGSB | ISHARES TR | $68.35万 | 0.15% | 13,005 | 764 | 6.2% | $4.02万 | 加仓 |
| IAGG | ISHARES TR | $67.61万 | 0.15% | 13,511 | 12 | 0.1% | $600 | 加仓 |
| IWN | ISHARES TR | $67.34万 | 0.15% | 3,552 | 84 | 2.4% | $1.59万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $65.75万 | 0.14% | 13,684 | 342 | 2.6% | $1.64万 | 加仓 |
| — | HONEYWELL INTL INC | $64.42万 | 0.14% | 2,850 | 1,600 | 128.0% | $36.16万 | 加仓 |
| IVW | ISHARES TR | $58.13万 | 0.13% | 5,139 | 0 | 0.0% | — | 不变 |
| EAGG | ISHARES TR | $55.63万 | 0.12% | 11,700 | 3,605 | 44.5% | $17.14万 | 加仓 |
| — | DBX ETF TR | $54.89万 | 0.12% | 16,085 | 122 | 0.8% | $4,163 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $53.39万 | 0.12% | 16,202 | -56,788 | -77.8% | -$187.12万 | 减仓 |
| ESGD | ISHARES TR | $53.29万 | 0.11% | 5,573 | 410 | 7.9% | $3.92万 | 加仓 |
| QCOM | QUALCOMM INC | $52.80万 | 0.11% | 4,100 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $52.53万 | 0.11% | 1,413 | 0 | 0.0% | — | 不变 |
| SHYD | VANECK ETF TRUST | $48.74万 | 0.11% | 21,511 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $48.08万 | 0.10% | 1,532 | -73 | -4.5% | -$2.29万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $47.96万 | 0.10% | 16,493 | 1,389 | 9.2% | $4.04万 | 加仓 |
| KO | COCA COLA CO | $47.15万 | 0.10% | 6,200 | 0 | 0.0% | — | 不变 |
| TOTL | SSGA ACTIVE ETF TR | $45.47万 | 0.10% | 11,444 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $45.02万 | 0.10% | 3,100 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $43.88万 | 0.09% | 3,000 | 0 | 0.0% | — | 不变 |
| SGOL | ETFS GOLD TR | $43.64万 | 0.09% | 9,780 | 20 | 0.2% | $892 | 加仓 |
| VOO | VANGUARD INDEX FDS | $41.77万 | 0.09% | 699 | -83 | -10.6% | -$4.96万 | 减仓 |
| IVE | ISHARES TR | $41.47万 | 0.09% | 1,964 | 0 | 0.0% | — | 不变 |
| FESM | FIDELITY COVINGTON TRUST | $40.63万 | 0.09% | 10,691 | 782 | 7.9% | $2.97万 | 加仓 |
| XVV | ISHARES TR | $40.19万 | 0.09% | 8,165 | -4,268 | -34.3% | -$21.01万 | 减仓 |
| USXF | ISHARES TR | $39.85万 | 0.09% | 7,219 | 888 | 14.0% | $4.90万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $39.57万 | 0.09% | 1,840 | -13 | -0.7% | -$2,796 | 减仓 |