Curated Wealth Partners LLC
EL SEGUNDO CA · SEC CIK 0001781284
$7.94亿2026Q1 申报市值
228持仓数
74.0%前十大占比 · 第一大 31.2%
43 / 22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
TOUCHSTONE ETF T 新建仓+$1,609.95万
DSCO 新建仓+$905.79万
VOO 加仓+$583.04万
ARES 加仓+$537.48万
AMCR 新建仓+$345.27万
2026Q1 卖出最多 按季末市值估算
IWO 减仓-$494.31万
AGG 清仓-$391.28万
GCAL 减仓-$372.11万
AMCOR PLC 清仓-$360.46万
BAC 减仓-$337.97万
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 |
|---|---|---|---|---|---|---|---|---|
| PFE | PFIZER INC | $30.12万 | 0.04% | 10,728 | 2,439 | 29.4% | $6.85万 | 重新持有 |
| PRF | INVESCO EXCHANGE TRADED FD T | $30.16万 | 0.04% | 6,345 | -1,155 | -15.4% | -$5.49万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $30.32万 | 0.04% | 1,410 | -464 | -24.8% | -$9.98万 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $30.37万 | 0.04% | 502 | 31 | 6.6% | $1.88万 | 加仓 |
| ADBE | ADOBE INC | $30.94万 | 0.04% | 1,273 | 1,273 | — | $30.94万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $31.57万 | 0.04% | 3,420 | -318 | -8.5% | -$2.94万 | 减仓 |
| SPGI | S&P GLOBAL INC | $31.65万 | 0.04% | 744 | 203 | 37.5% | $8.63万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $31.86万 | 0.04% | 657 | 304 | 86.1% | $14.74万 | 加仓 |
| IGV | ISHARES TR | $32.02万 | 0.04% | 4,000 | 4,000 | — | $32.02万 | 新建仓 |
| ADSK | AUTODESK INC | $32.15万 | 0.04% | 1,343 | 339 | 33.8% | $8.12万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $33.15万 | 0.04% | 286 | -198 | -40.9% | -$22.95万 | 减仓 |
| — | A2Z CUST2MATE SOLUTIONS CORP | $33.35万 | 0.04% | 49,999 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $33.41万 | 0.04% | 674 | 148 | 28.1% | $7.34万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $33.55万 | 0.04% | 5,532 | 5,532 | — | $33.55万 | 新建仓 |
| ET | ENERGY TRANSFER L P | $33.68万 | 0.04% | 17,450 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $33.75万 | 0.04% | 1,659 | 1,659 | — | $33.75万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $34.06万 | 0.04% | 1,637 | 1,637 | — | $34.06万 | 新建仓 |
| HQY | HEALTHEQUITY INC | $34.37万 | 0.04% | 4,113 | 846 | 25.9% | $7.07万 | 加仓 |
| RDDT | REDDIT INC | $35.08万 | 0.04% | 2,605 | 321 | 14.1% | $4.32万 | 加仓 |
| APAM | ARTISAN PARTNERS ASSET MGMT | $35.26万 | 0.04% | 9,690 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $35.36万 | 0.04% | 1,628 | -300 | -15.6% | -$6.52万 | 减仓 |
| CSCO | CISCO SYS INC | $35.71万 | 0.04% | 4,602 | -398 | -8.0% | -$3.09万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $35.79万 | 0.05% | 1,177 | -386 | -24.7% | -$11.74万 | 减仓 |
| LCII | LCI INDS | $35.97万 | 0.05% | 2,925 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $37.77万 | 0.05% | 1,992 | 772 | 63.3% | $14.64万 | 重新持有 |
| LMT | LOCKHEED MARTIN CORP | $37.90万 | 0.05% | 627 | 158 | 33.7% | $9.55万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $38.29万 | 0.05% | 5,235 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $38.42万 | 0.05% | 1,137 | -350 | -23.5% | -$11.83万 | 减仓 |
| HWKN | HAWKINS INC | $38.45万 | 0.05% | 2,503 | 2,503 | — | $38.45万 | 新建仓 |
| DXCM | DEXCOM INC | $39.88万 | 0.05% | 6,351 | -1,332 | -17.3% | -$8.36万 | 减仓 |
| WMT | WALMART INC | $39.93万 | 0.05% | 3,213 | 807 | 33.5% | $10.03万 | 加仓 |
| KLAC | KLA CORP | $40.05万 | 0.05% | 272 | -2 | -0.7% | -$2,945 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $41.10万 | 0.05% | 2,486 | -20 | -0.8% | -$3,307 | 减仓 |
| KDK | KODIAK AI INC. | $41.25万 | 0.05% | 59,432 | 0 | 0.0% | — | 不变 |
| DCI | DONALDSON INC | $43.00万 | 0.05% | 5,066 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $43.22万 | 0.05% | 5,939 | 327 | 5.8% | $2.38万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $45.39万 | 0.06% | 4,530 | -25,720 | -85.0% | -$257.69万 | 减仓 |
| BAC | BANK AMERICA CORP | $45.85万 | 0.06% | 9,405 | -69,327 | -88.1% | -$337.97万 | 减仓 |
| CRVL | CORVEL CORP | $46.00万 | 0.06% | 8,417 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $46.04万 | 0.06% | 2,117 | -50 | -2.3% | -$1.09万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $46.08万 | 0.06% | 1,364 | 1,364 | — | $46.08万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $46.18万 | 0.06% | 4,972 | 255 | 5.4% | $2.37万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $46.94万 | 0.06% | 3,209 | 3,209 | — | $46.94万 | 新建仓 |
| BANF | BANCFIRST CORP | $47.32万 | 0.06% | 4,361 | -96 | -2.2% | -$1.04万 | 减仓 |
| POOL | POOL CORP | $51.11万 | 0.06% | 2,526 | 2,526 | — | $51.11万 | 新建仓 |
| IWB | ISHARES TR | $51.70万 | 0.07% | 1,450 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $53.52万 | 0.07% | 3,638 | 985 | 37.1% | $14.49万 | 加仓 |
| FHB | FIRST HAWAIIAN INC | $53.57万 | 0.07% | 21,743 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $53.89万 | 0.07% | 128 | 42 | 48.8% | $17.68万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $55.58万 | 0.07% | 3,016 | 1 | 0.0% | $184 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $57.35万 | 0.07% | 7,440 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $59.65万 | 0.08% | 3,516 | 256 | 7.9% | $4.34万 | 加仓 |
| GGG | GRACO INC | $60.25万 | 0.08% | 7,117 | -64 | -0.9% | -$5,418 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $61.68万 | 0.08% | 619 | 366 | 144.7% | $36.47万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $62.55万 | 0.08% | 2,714 | 9 | 0.3% | $2,074 | 加仓 |
| IWR | ISHARES TR | $62.80万 | 0.08% | 6,459 | 0 | 0.0% | — | 不变 |
| UFPI | UFP INDUSTRIES INC | $63.20万 | 0.08% | 6,861 | 434 | 6.8% | $4.00万 | 加仓 |
| INTU | INTUIT | $65.38万 | 0.08% | 1,512 | -194 | -11.4% | -$8.39万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $65.42万 | 0.08% | 9,095 | -79 | -0.9% | -$5,682 | 减仓 |
| EME | EMCOR GROUP INC | $66.74万 | 0.08% | 904 | 18 | 2.0% | $1.33万 | 加仓 |
| RLI | RLI CORP | $66.80万 | 0.08% | 11,711 | 1,280 | 12.3% | $7.30万 | 加仓 |
| IBP | INSTALLED BLDG PRODS INC | $68.73万 | 0.09% | 2,592 | 0 | 0.0% | — | 不变 |
| MC | MOELIS & CO | $69.68万 | 0.09% | 12,224 | 267 | 2.2% | $1.52万 | 加仓 |
| CVX | CHEVRON CORPORATION | $70.26万 | 0.09% | 3,396 | 423 | 14.2% | $8.75万 | 加仓 |
| LSTR | LANDSTAR SYS INC | $71.85万 | 0.09% | 4,482 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $72.97万 | 0.09% | 2,985 | 110 | 3.8% | $2.69万 | 加仓 |
| SBAC | SBA COMMUNICATIONS CORP | $74.13万 | 0.09% | 4,307 | -337 | -7.3% | -$5.80万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $74.36万 | 0.09% | 3,188 | -469 | -12.8% | -$10.94万 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC | $74.82万 | 0.09% | 4,734 | 292 | 6.6% | $4.61万 | 加仓 |
| ZTS | ZOETIS INC | $74.92万 | 0.09% | 6,338 | -1,878 | -22.9% | -$22.20万 | 减仓 |
| KAI | KADANT INC | $74.99万 | 0.09% | 2,565 | 145 | 6.0% | $4.24万 | 加仓 |
| SLV | ISHARES SILVER TR | $75.67万 | 0.10% | 11,105 | 0 | 0.0% | — | 不变 |
| VICI | VICI PPTYS INC | $78.79万 | 0.10% | 28,839 | 4,779 | 19.9% | $13.06万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $79.26万 | 0.10% | 14,075 | 497 | 3.7% | $2.80万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $79.57万 | 0.10% | 32,150 | -2,527 | -7.3% | -$6.25万 | 减仓 |
| SYY | SYSCO CORP | $79.69万 | 0.10% | 11,172 | -2,329 | -17.3% | -$16.61万 | 减仓 |
| LLY | ELI LILLY & CO | $80.02万 | 0.10% | 870 | 282 | 48.0% | $25.94万 | 加仓 |
| GE | GE AEROSPACE | $81.56万 | 0.10% | 2,874 | -309 | -9.7% | -$8.77万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $81.59万 | 0.10% | 1,633 | 157 | 10.6% | $7.84万 | 加仓 |
| DIS | DISNEY WALT CO | $85.27万 | 0.11% | 8,847 | -468 | -5.0% | -$4.51万 | 减仓 |
| FCN | FTI CONSULTING INC | $87.38万 | 0.11% | 4,943 | -40 | -0.8% | -$7,071 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $88.30万 | 0.11% | 1,500 | -321 | -17.6% | -$18.90万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $90.31万 | 0.11% | 16,709 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $91.41万 | 0.12% | 2,459 | 1,252 | 103.7% | $46.54万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $92.21万 | 0.12% | 3,456 | -336 | -8.9% | -$8.96万 | 减仓 |
| CRM | SALESFORCE INC | $92.68万 | 0.12% | 4,965 | 255 | 5.4% | $4.76万 | 加仓 |
| GOLF | ACUSHNET HLDGS CORP | $94.08万 | 0.12% | 10,064 | -83 | -0.8% | -$7,759 | 减仓 |
| UNP | UNION PAC CORP | $97.46万 | 0.12% | 4,017 | -892 | -18.2% | -$21.64万 | 减仓 |
| WM | WASTE MGMT INC DEL | $98.95万 | 0.12% | 4,306 | -1,457 | -25.3% | -$33.48万 | 减仓 |
| PRI | PRIMERICA INC | $99.14万 | 0.12% | 3,958 | -31 | -0.8% | -$7,765 | 减仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $100.32万 | 0.13% | 3,456 | -64 | -1.8% | -$1.86万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $102.69万 | 0.13% | 5,629 | 454 | 8.8% | $8.28万 | 加仓 |
| QQQ | INVESCO QQQ TR | $103.84万 | 0.13% | 1,799 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $104.70万 | 0.13% | 27,670 | 0 | 0.0% | — | 不变 |
| RBC | RBC BEARINGS INC | $105.20万 | 0.13% | 1,937 | -206 | -9.6% | -$11.19万 | 减仓 |
| TTC | TORO CO | $105.40万 | 0.13% | 11,280 | 115 | 1.0% | $1.07万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $105.90万 | 0.13% | 8,625 | 142 | 1.7% | $1.74万 | 加仓 |
| TXN | TEXAS INSTRS INC | $106.51万 | 0.13% | 5,486 | -2,795 | -33.8% | -$54.26万 | 减仓 |
| — | PATRIOT NATL BANCORP INC | $106.73万 | 0.13% | 827,340 | -53,957 | -6.1% | -$6.96万 | 减仓 |
| — | ARES DYNAMIC CR ALLOCATION F | $107.07万 | 0.13% | 88,053 | 145 | 0.2% | $1,763 | 加仓 |