Curated Wealth Partners LLC
EL SEGUNDO CA · SEC CIK 0001781284
$8.63亿2026Q2 申报市值
241持仓数
73.7%前十大占比 · 第一大 30.3%
37 / 30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
DFEM 新建仓+$2,090.82万
VOO 加仓+$1,097.04万
GSSC 新建仓+$709.50万
AAPL 加仓+$169.19万
IVV 加仓+$140.34万
2026Q2 卖出最多 按季末市值估算
ADVISORS INNER C 清仓-$1,791.16万
TOUCHSTONE ETF T 减仓-$404.52万
DIAMOND HILL FUN 减仓-$349.67万
APO 减仓-$115.51万
AON 减仓-$103.49万
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 |
|---|---|---|---|---|---|---|---|---|
| APO | APOLLO GLOBAL MGMT INC | $2.61亿 | 30.28% | 2,209,503 | -9,763 | -0.4% | -$115.51万 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION | $1.64亿 | 18.96% | 1,470,108 | 1,573 | 0.1% | $17.51万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $6,601.28万 | 7.65% | 96,115 | 15,973 | 19.9% | $1,097.04万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3,936.30万 | 4.56% | 52,711 | 794 | 1.5% | $59.29万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $3,032.49万 | 3.51% | 735,149 | 31,280 | 4.4% | $129.03万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $2,090.82万 | 2.42% | 514,473 | 514,473 | — | $2,090.82万 | 新建仓 |
| TEX | TEREX CORP NEW | $1,642.69万 | 1.90% | 226,922 | 0 | 0.0% | — | 不变 |
| — | TOUCHSTONE ETF TRUST | $1,416.61万 | 1.64% | 536,196 | -153,115 | -22.2% | -$404.52万 | 减仓 |
| AAPL | APPLE INC | $1,352.44万 | 1.57% | 46,739 | 5,847 | 14.3% | $169.19万 | 加仓 |
| IVV | ISHARES TR | $1,018.12万 | 1.18% | 13,595 | 1,874 | 16.0% | $140.34万 | 加仓 |
| DSCO | DOUBLELINE ETF TRUST | $971.21万 | 1.13% | 389,577 | 24,994 | 6.9% | $62.31万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $949.89万 | 1.10% | 47,473 | 1,260 | 2.7% | $25.21万 | 加仓 |
| — | DIAMOND HILL FUNDS | $939.74万 | 1.09% | 726,221 | -270,224 | -27.1% | -$349.67万 | 减仓 |
| GLD | SPDR GOLD TR | $815.78万 | 0.94% | 22,145 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $732.18万 | 0.85% | 20,488 | -585 | -2.8% | -$20.91万 | 减仓 |
| GSSC | GOLDMAN SACHS ETF TR | $709.50万 | 0.82% | 77,745 | 77,745 | — | $709.50万 | 新建仓 |
| AMZN | AMAZON COM INC | $708.68万 | 0.82% | 29,734 | -1,998 | -6.3% | -$47.62万 | 减仓 |
| MSFT | MICROSOFT CORP | $492.46万 | 0.57% | 13,202 | -1,905 | -12.6% | -$71.06万 | 减仓 |
| GCAL | GOLDMAN SACHS ETF TR | $465.43万 | 0.54% | 90,902 | 21,589 | 31.1% | $110.54万 | 加仓 |
| DVA | DAVITA INC | $417.91万 | 0.48% | 18,784 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $408.38万 | 0.47% | 34,168 | -104 | -0.3% | -$1.24万 | 减仓 |
| META | META PLATFORMS INC | $389.18万 | 0.45% | 6,909 | 234 | 3.5% | $13.18万 | 加仓 |
| AMCR | AMCOR PLC | $378.09万 | 0.44% | 87,218 | 357 | 0.4% | $1.55万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $363.72万 | 0.42% | 8,311 | 13 | 0.2% | $5,689 | 加仓 |
| GOOG | ALPHABET INC | $349.66万 | 0.41% | 9,896 | 1,988 | 25.1% | $70.24万 | 加仓 |
| AVGO | BROADCOM INC | $349.65万 | 0.41% | 9,256 | -577 | -5.9% | -$21.80万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $299.94万 | 0.35% | 161,868 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $299.54万 | 0.35% | 4 | 0 | 0.0% | — | 不变 |
| SNAP | SNAP INC | $240.58万 | 0.28% | 541,837 | 5,296 | 1.0% | $2.35万 | 加仓 |
| DGRO | ISHARES TR | $230.86万 | 0.27% | 30,460 | 0 | 0.0% | — | 不变 |
| PKG | PACKAGING CORP AMER | $225.29万 | 0.26% | 9,455 | 5 | 0.1% | $1,191 | 加仓 |
| IWF | ISHARES TR | $218.19万 | 0.25% | 17,572 | 0 | 0.0% | — | 不变 |
| PXED | PHOENIX ED PARTNERS INC | $213.54万 | 0.25% | 65,005 | 5 | 0.0% | $164 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $212.04万 | 0.25% | 1,837 | 473 | 34.7% | $54.60万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $208.48万 | 0.24% | 6,369 | 990 | 18.4% | $32.41万 | 加仓 |
| EFA | ISHARES TR | $205.79万 | 0.24% | 19,810 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $199.41万 | 0.23% | 3,985 | -1,399 | -26.0% | -$70.00万 | 减仓 |
| TSLA | TESLA INC | $188.89万 | 0.22% | 4,491 | 2,032 | 82.6% | $85.47万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $185.60万 | 0.21% | 8,516 | 2 | 0.0% | $436 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $173.08万 | 0.20% | 9,452 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $165.01万 | 0.19% | 4,189 | -886 | -17.5% | -$34.90万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $159.76万 | 0.19% | 4,318 | 3 | 0.1% | $1,110 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $156.13万 | 0.18% | 21,914 | 8 | 0.0% | $570 | 加仓 |
| ITOT | ISHARES TR | $152.79万 | 0.18% | 9,301 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $143.71万 | 0.17% | 14,880 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $139.53万 | 0.16% | 2,402 | 743 | 44.8% | $43.16万 | 加仓 |
| PR | PERMIAN RESOURCES CORP | $139.33万 | 0.16% | 75,682 | 979 | 1.3% | $1.80万 | 加仓 |
| BX | BLACKSTONE INC | $137.27万 | 0.16% | 11,666 | 384 | 3.4% | $4.52万 | 加仓 |
| QQQ | INVESCO QQQ TR | $132.11万 | 0.15% | 1,794 | -5 | -0.3% | -$3,682 | 减仓 |
| LLY | ELI LILLY & CO | $131.34万 | 0.15% | 1,095 | 225 | 25.9% | $26.99万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $129.56万 | 0.15% | 21,705 | 4,996 | 29.9% | $29.82万 | 加仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $128.67万 | 0.15% | 3,287 | -169 | -4.9% | -$6.62万 | 减仓 |
| SSD | SIMPSON MFG INC | $126.59万 | 0.15% | 6,047 | -312 | -4.9% | -$6.53万 | 减仓 |
| BCSF | BAIN CAP SPECIALTY FIN INC | $125.20万 | 0.15% | 100,000 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $124.76万 | 0.14% | 16,522 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $123.99万 | 0.14% | 3,614 | -586 | -14.0% | -$20.11万 | 减仓 |
| NFLX | NETFLIX INC. | $118.44万 | 0.14% | 16,588 | -1,421 | -7.9% | -$10.15万 | 减仓 |
| GEV | GE VERNOVA INC | $114.08万 | 0.13% | 971 | -296 | -23.4% | -$34.78万 | 减仓 |
| GOLF | ACUSHNET HLDGS CORP | $113.30万 | 0.13% | 9,559 | -505 | -5.0% | -$5.99万 | 减仓 |
| — | ARES DYNAMIC CR ALLOCATION F | $112.22万 | 0.13% | 88,853 | 800 | 0.9% | $1.01万 | 加仓 |
| RBC | RBC BEARINGS INC | $110.52万 | 0.13% | 1,716 | -221 | -11.4% | -$14.23万 | 减仓 |
| PRI | PRIMERICA INC | $107.31万 | 0.12% | 3,776 | -182 | -4.6% | -$5.17万 | 减仓 |
| TTC | TORO CO | $106.60万 | 0.12% | 10,942 | -338 | -3.0% | -$3.29万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $106.09万 | 0.12% | 14,463 | 388 | 2.8% | $2.85万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $101.71万 | 0.12% | 27,670 | 0 | 0.0% | — | 不变 |
| DAR | DARLING INGREDIENTS INC | $99.45万 | 0.12% | 18,207 | 96 | 0.5% | $5,244 | 加仓 |
| IWM | ISHARES TR | $97.32万 | 0.11% | 3,239 | 3,239 | — | $97.32万 | 新建仓 |
| KLAC | KLA CORP | $92.90万 | 0.11% | 3,079 | 359 | 13.2% | $10.83万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $89.06万 | 0.10% | 32,150 | 0 | 0.0% | — | 不变 |
| LSTR | LANDSTAR SYS INC | $87.58万 | 0.10% | 4,235 | -247 | -5.5% | -$5.11万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $86.98万 | 0.10% | 3,425 | 440 | 14.7% | $11.17万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $86.25万 | 0.10% | 922 | 303 | 48.9% | $28.34万 | 加仓 |
| CVX | CHEVRON CORPORATION | $85.35万 | 0.10% | 5,149 | 1,753 | 51.6% | $29.06万 | 加仓 |
| GE | GE AEROSPACE | $83.23万 | 0.10% | 2,227 | -647 | -22.5% | -$24.18万 | 减仓 |
| INTC | INTEL CORP | $82.98万 | 0.10% | 5,943 | 5,943 | — | $82.98万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $81.00万 | 0.09% | 4,768 | -3,857 | -44.7% | -$65.52万 | 减仓 |
| TXN | TEXAS INSTRS INC | $79.47万 | 0.09% | 2,666 | -2,820 | -51.4% | -$84.06万 | 减仓 |
| ABBV | ABBVIE INC | $79.24万 | 0.09% | 3,149 | 1,032 | 48.7% | $25.97万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $76.58万 | 0.09% | 1,199 | 145 | 13.8% | $9.26万 | 加仓 |
| — | EXXON MOBIL CORP | $76.02万 | 0.09% | 5,560 | 2,044 | 58.1% | $27.95万 | 加仓 |
| MC | MOELIS & CO | $72.01万 | 0.08% | 11,008 | -1,216 | -9.9% | -$7.96万 | 减仓 |
| IWR | ISHARES TR | $71.26万 | 0.08% | 6,459 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC | $70.54万 | 0.08% | 850 | -54 | -6.0% | -$4.48万 | 减仓 |
| FCN | FTI CONSULTING INC | $70.21万 | 0.08% | 4,712 | -231 | -4.7% | -$3.44万 | 减仓 |
| BAC | BANK OF AMER CORP | $68.67万 | 0.08% | 12,051 | 2,646 | 28.1% | $15.08万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $68.62万 | 0.08% | 1,336 | -297 | -18.2% | -$15.25万 | 减仓 |
| CSCO | CISCO SYS INC | $68.31万 | 0.08% | 5,816 | 1,214 | 26.4% | $14.26万 | 加仓 |
| KAI | KADANT INC | $66.81万 | 0.08% | 2,126 | -439 | -17.1% | -$13.79万 | 减仓 |
| VICI | VICI PPTYS INC | $66.03万 | 0.08% | 24,869 | -3,970 | -13.8% | -$10.54万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $62.68万 | 0.07% | 1,508 | 422 | 38.9% | $17.54万 | 加仓 |
| RLI | RLI CORP | $61.68万 | 0.07% | 10,441 | -1,270 | -10.8% | -$7.50万 | 减仓 |
| FHB | FIRST HAWAIIAN INC | $60.63万 | 0.07% | 20,693 | -1,050 | -4.8% | -$3.08万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $60.62万 | 0.07% | 5,196 | 1,987 | 61.9% | $23.18万 | 加仓 |
| SLV | ISHARES SILVER TR | $59.38万 | 0.07% | 11,105 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $59.38万 | 0.07% | 1,450 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $57.07万 | 0.07% | 1,195 | 58 | 5.1% | $2.77万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $56.68万 | 0.07% | 1,308 | 296 | 29.2% | $12.83万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $56.35万 | 0.07% | 7,870 | 430 | 5.8% | $3.08万 | 加仓 |
| SNDK | SANDISK CORP | $53.21万 | 0.06% | 234 | 234 | — | $53.21万 | 新建仓 |
| VOE | VANGUARD INDEX FDS | $52.09万 | 0.06% | 2,636 | -380 | -12.6% | -$7.51万 | 减仓 |