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 |
|---|---|---|---|---|---|---|---|---|
| ADI | ANALOG DEVICES INC | $31.22万 | 0.04% | 786 | 6 | 0.8% | $2,383 | 重新持有 |
| FCX | FREEPORT MCMORAN INC | $31.33万 | 0.04% | 4,981 | 1,384 | 38.5% | $8.70万 | 加仓 |
| KKR | KKR & CO INC | $31.41万 | 0.04% | 3,422 | 949 | 38.4% | $8.71万 | 重新持有 |
| FTNT | FORTINET INC | $31.42万 | 0.04% | 2,045 | 2,045 | — | $31.42万 | 新建仓 |
| SRE | SEMPRA | $31.42万 | 0.04% | 3,389 | 1,123 | 49.6% | $10.41万 | 加仓 |
| TJX | TJX COS INC NEW | $31.45万 | 0.04% | 2,076 | 479 | 30.0% | $7.26万 | 加仓 |
| HWKN | HAWKINS INC | $31.56万 | 0.04% | 2,221 | -282 | -11.3% | -$4.01万 | 减仓 |
| CI | THE CIGNA GROUP | $31.57万 | 0.04% | 1,145 | 358 | 45.5% | $9.87万 | 加仓 |
| NOW | SERVICENOW INC | $31.72万 | 0.04% | 3,195 | 917 | 40.3% | $9.10万 | 加仓 |
| APAM | ARTISAN PARTNERS ASSET MGMT | $31.86万 | 0.04% | 9,227 | -463 | -4.8% | -$1.60万 | 减仓 |
| IJR | ISHARES TR | $32.03万 | 0.04% | 2,160 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $32.44万 | 0.04% | 1,710 | 167 | 10.8% | $3.17万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $32.63万 | 0.04% | 3,596 | -9,662 | -72.9% | -$87.67万 | 减仓 |
| BA | BOEING CO | $32.67万 | 0.04% | 1,509 | 1,509 | — | $32.67万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $32.73万 | 0.04% | 5,680 | 148 | 2.7% | $8,528 | 加仓 |
| LH | LABCORP HOLDINGS INC | $33.24万 | 0.04% | 1,187 | -2,269 | -65.7% | -$63.53万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $33.36万 | 0.04% | 1,410 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $33.36万 | 0.04% | 17,450 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $33.49万 | 0.04% | 2,435 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $34.20万 | 0.04% | 2,023 | 814 | 67.3% | $13.76万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $34.28万 | 0.04% | 6,345 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $34.71万 | 0.04% | 3,769 | 349 | 10.2% | $3.21万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $34.89万 | 0.04% | 696 | 230 | 49.4% | $11.53万 | 加仓 |
| HQY | HEALTHEQUITY INC | $35.04万 | 0.04% | 3,880 | -233 | -5.7% | -$2.10万 | 减仓 |
| TER | TERADYNE INC | $35.51万 | 0.04% | 734 | -15 | -2.0% | -$7,258 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $35.81万 | 0.04% | 1,050 | 1,050 | — | $35.81万 | 新建仓 |
| MS | MORGAN STANLEY | $36.04万 | 0.04% | 1,724 | 1,724 | — | $36.04万 | 新建仓 |
| FIX | COMFORT SYS USA INC | $36.27万 | 0.04% | 183 | 31 | 20.4% | $6.14万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $36.48万 | 0.04% | 716 | 89 | 14.2% | $4.53万 | 加仓 |
| KO | COCA COLA CO | $38.51万 | 0.04% | 4,739 | 1,449 | 44.0% | $11.78万 | 加仓 |
| F | FORD MTR CO | $38.55万 | 0.04% | 27,737 | 2,506 | 9.9% | $3.48万 | 加仓 |
| EMXC | ISHARES INC | $38.59万 | 0.04% | 3,772 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $38.94万 | 0.05% | 9,198 | 9,198 | — | $38.94万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $39.14万 | 0.05% | 961 | 217 | 29.2% | $8.84万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $39.21万 | 0.05% | 5,235 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $39.56万 | 0.05% | 1,629 | 1 | 0.1% | $243 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $39.91万 | 0.05% | 3,985 | -545 | -12.0% | -$5.46万 | 减仓 |
| UNP | UNION PAC CORP | $39.93万 | 0.05% | 1,468 | -2,549 | -63.5% | -$69.33万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $40.11万 | 0.05% | 1,492 | -1,222 | -45.0% | -$32.85万 | 减仓 |
| ORCL | ORACLE CORP | $40.18万 | 0.05% | 2,742 | -896 | -24.6% | -$13.13万 | 减仓 |
| ASML | ASML HLDG NV | $40.58万 | 0.05% | 204 | -15 | -6.8% | -$2.98万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $40.63万 | 0.05% | 305 | 19 | 6.6% | $2.53万 | 加仓 |
| MRK | MERCK & CO INC | $40.81万 | 0.05% | 3,176 | 842 | 36.1% | $10.82万 | 加仓 |
| — | PATRIOT NATL BANCORP INC | $40.98万 | 0.05% | 427,980 | -399,360 | -48.3% | -$38.24万 | 减仓 |
| IGV | ISHARES TR | $41.18万 | 0.05% | 4,545 | 545 | 13.6% | $4.94万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $42.18万 | 0.05% | 1,500 | 428 | 39.9% | $12.04万 | 加仓 |
| DCI | DONALDSON INC | $42.57万 | 0.05% | 4,742 | -324 | -6.4% | -$2.91万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $42.77万 | 0.05% | 5,739 | -12,391 | -68.3% | -$92.35万 | 减仓 |
| COP | CONOCOPHILLIPS | $43.33万 | 0.05% | 4,168 | -5,628 | -57.5% | -$58.51万 | 减仓 |
| BANF | BANCFIRST CORP | $44.84万 | 0.05% | 4,035 | -326 | -7.5% | -$3.62万 | 减仓 |
| ACWI | ISHARES TR | $44.93万 | 0.05% | 2,862 | 1,125 | 64.8% | $17.66万 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $45.00万 | 0.05% | 3,267 | -1,467 | -31.0% | -$20.21万 | 减仓 |
| LIN | LINDE PLC | $45.20万 | 0.05% | 871 | 197 | 29.2% | $10.22万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $45.65万 | 0.05% | 1,854 | 217 | 13.3% | $5.34万 | 加仓 |
| WMB | WILLIAMS COS INC | $45.69万 | 0.05% | 6,146 | 207 | 3.5% | $1.54万 | 加仓 |
| WFC | WELLS FARGO & CO | $45.80万 | 0.05% | 5,542 | 2,775 | 100.3% | $22.93万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $45.92万 | 0.05% | 2,289 | -3,340 | -59.3% | -$67.01万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $46.11万 | 0.05% | 5,029 | -9,432 | -65.2% | -$86.47万 | 减仓 |
| CAT | CATERPILLAR INC | $46.43万 | 0.05% | 436 | 436 | — | $46.43万 | 新建仓 |
| C | CITIGROUP INC | $47.14万 | 0.05% | 3,368 | 804 | 31.4% | $11.25万 | 加仓 |
| SG | SWEETGREEN INC | $47.66万 | 0.06% | 54,103 | 0 | 0.0% | — | 不变 |
| IBP | INSTALLED BLDG PRODS INC | $48.22万 | 0.06% | 2,098 | -494 | -19.1% | -$11.35万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $48.84万 | 0.06% | 1,478 | 301 | 25.6% | $9.95万 | 加仓 |
| WMT | WALMART INC | $48.87万 | 0.06% | 4,315 | 1,102 | 34.3% | $12.48万 | 加仓 |
| GGG | GRACO INC | $49.22万 | 0.06% | 6,510 | -607 | -8.5% | -$4.59万 | 减仓 |
| CRVL | CORVEL CORP | $49.38万 | 0.06% | 7,898 | -519 | -6.2% | -$3.24万 | 减仓 |
| POOL | POOL CORP | $49.66万 | 0.06% | 2,311 | -215 | -8.5% | -$4.62万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $49.71万 | 0.06% | 5,664 | 692 | 13.9% | $6.07万 | 加仓 |
| AMAT | APPLIED MATLS INC | $50.03万 | 0.06% | 692 | 692 | — | $50.03万 | 新建仓 |
| UFPI | UFP INDUSTRIES INC | $50.76万 | 0.06% | 5,594 | -1,267 | -18.5% | -$11.50万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $50.82万 | 0.06% | 2,809 | 323 | 13.0% | $5.84万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $52.09万 | 0.06% | 2,636 | -380 | -12.6% | -$7.51万 | 减仓 |
| SNDK | SANDISK CORP | $53.21万 | 0.06% | 234 | 234 | — | $53.21万 | 新建仓 |
| OTIS | OTIS WORLDWIDE CORP | $56.35万 | 0.07% | 7,870 | 430 | 5.8% | $3.08万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $56.68万 | 0.07% | 1,308 | 296 | 29.2% | $12.83万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $57.07万 | 0.07% | 1,195 | 58 | 5.1% | $2.77万 | 加仓 |
| IWB | ISHARES TR | $59.38万 | 0.07% | 1,450 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $59.38万 | 0.07% | 11,105 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $60.62万 | 0.07% | 5,196 | 1,987 | 61.9% | $23.18万 | 加仓 |
| FHB | FIRST HAWAIIAN INC | $60.63万 | 0.07% | 20,693 | -1,050 | -4.8% | -$3.08万 | 减仓 |
| RLI | RLI CORP | $61.68万 | 0.07% | 10,441 | -1,270 | -10.8% | -$7.50万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $62.68万 | 0.07% | 1,508 | 422 | 38.9% | $17.54万 | 加仓 |
| VICI | VICI PPTYS INC | $66.03万 | 0.08% | 24,869 | -3,970 | -13.8% | -$10.54万 | 减仓 |
| KAI | KADANT INC | $66.81万 | 0.08% | 2,126 | -439 | -17.1% | -$13.79万 | 减仓 |
| CSCO | CISCO SYS INC | $68.31万 | 0.08% | 5,816 | 1,214 | 26.4% | $14.26万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $68.62万 | 0.08% | 1,336 | -297 | -18.2% | -$15.25万 | 减仓 |
| BAC | BANK OF AMER CORP | $68.67万 | 0.08% | 12,051 | 2,646 | 28.1% | $15.08万 | 加仓 |
| FCN | FTI CONSULTING INC | $70.21万 | 0.08% | 4,712 | -231 | -4.7% | -$3.44万 | 减仓 |
| EME | EMCOR GROUP INC | $70.54万 | 0.08% | 850 | -54 | -6.0% | -$4.48万 | 减仓 |
| IWR | ISHARES TR | $71.26万 | 0.08% | 6,459 | 0 | 0.0% | — | 不变 |
| MC | MOELIS & CO | $72.01万 | 0.08% | 11,008 | -1,216 | -9.9% | -$7.96万 | 减仓 |
| — | EXXON MOBIL CORP | $76.02万 | 0.09% | 5,560 | 2,044 | 58.1% | $27.95万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $76.58万 | 0.09% | 1,199 | 145 | 13.8% | $9.26万 | 加仓 |
| ABBV | ABBVIE INC | $79.24万 | 0.09% | 3,149 | 1,032 | 48.7% | $25.97万 | 加仓 |
| TXN | TEXAS INSTRS INC | $79.47万 | 0.09% | 2,666 | -2,820 | -51.4% | -$84.06万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $81.00万 | 0.09% | 4,768 | -3,857 | -44.7% | -$65.52万 | 减仓 |
| INTC | INTEL CORP | $82.98万 | 0.10% | 5,943 | 5,943 | — | $82.98万 | 新建仓 |
| GE | GE AEROSPACE | $83.23万 | 0.10% | 2,227 | -647 | -22.5% | -$24.18万 | 减仓 |
| CVX | CHEVRON CORPORATION | $85.35万 | 0.10% | 5,149 | 1,753 | 51.6% | $29.06万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $86.25万 | 0.10% | 922 | 303 | 48.9% | $28.34万 | 加仓 |