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 |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | $0 | 0.00% | 0 | -39,175 | -100.0% | -$391.28万 | 清仓 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -86,441 | -100.0% | -$360.46万 | 清仓 |
| MDY | SPDR S&P MIDCAP 400 ETF TR | $0 | 0.00% | 0 | -759 | -100.0% | -$45.79万 | 清仓 |
| HEI/A | HEICO CORP NEW | $0 | 0.00% | 0 | -1,761 | -100.0% | -$44.45万 | 清仓 |
| VMC | VULCAN MATLS CO | $0 | 0.00% | 0 | -1,162 | -100.0% | -$33.14万 | 清仓 |
| EFV | ISHARES TR | $0 | 0.00% | 0 | -4,639 | -100.0% | -$33.13万 | 清仓 |
| FICO | FAIR ISAAC CORP | $0 | 0.00% | 0 | -194 | -100.0% | -$32.80万 | 清仓 |
| KKR | KKR & CO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MSCI | MSCI INC | $0 | 0.00% | 0 | -506 | -100.0% | -$29.03万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -807 | -100.0% | -$28.51万 | 清仓 |
| CPRT | COPART INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CWST | CASELLA WASTE SYS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PCOR | PROCORE TECHNOLOGIES INC | $0 | 0.00% | 0 | -3,749 | -100.0% | -$27.27万 | 清仓 |
| CBRE | CBRE GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PLD | PROLOGIS INC. | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LPLA | LPL FINL HLDGS INC | $0 | 0.00% | 0 | -681 | -100.0% | -$24.32万 | 清仓 |
| CSX | CSX CORP | $0 | 0.00% | 0 | -6,392 | -100.0% | -$23.17万 | 清仓 |
| AJG | GALLAGHER ARTHUR J & CO | $0 | 0.00% | 0 | -867 | -100.0% | -$22.44万 | 清仓 |
| MKL | MARKEL GROUP INC | $0 | 0.00% | 0 | -101 | -100.0% | -$21.71万 | 清仓 |
| SNPS | SYNOPSYS INC | $0 | 0.00% | 0 | -458 | -100.0% | -$21.51万 | 清仓 |
| — | ELECTRONIC ARTS INC | $0 | 0.00% | 0 | -1,045 | -100.0% | -$21.35万 | 清仓 |
| FOUR | SHIFT4 PMTS INC | $0 | 0.00% | 0 | -3,380 | -100.0% | -$21.28万 | 清仓 |
| ADI | ANALOG DEVICES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ENSG | ENSIGN GROUP INC | $0 | 0.00% | 0 | -1,211 | -100.0% | -$21.10万 | 清仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $0 | 0.00% | 0 | -4,635 | -100.0% | -$21.04万 | 清仓 |
| BRO | BROWN & BROWN INC | $0 | 0.00% | 0 | -2,597 | -100.0% | -$20.70万 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -1,284 | -100.0% | -$20.67万 | 清仓 |
| CERT | CERTARA INC | $0 | 0.00% | 0 | -10,129 | -100.0% | -$8.92万 | 清仓 |
| — | GOSSAMER BIO INC | $3,870 | 0.00% | 11,782 | 11,782 | — | $3,870 | 新建仓 |
| — | ALIGHT INC | $5,977 | 0.00% | 10,257 | 10,257 | — | $5,977 | 新建仓 |
| — | BNY MELLON HIGH YIELD STRATE | $4.32万 | 0.01% | 17,715 | 0 | 0.0% | — | 不变 |
| — | ARES COML REAL ESTATE CORP | $9.75万 | 0.01% | 20,307 | 307 | 1.5% | $1,474 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $10.74万 | 0.01% | 21,353 | 0 | 0.0% | — | 不变 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $13.08万 | 0.02% | 21,799 | -875 | -3.9% | -$5,250 | 减仓 |
| — | BLACKROCK TCP CAPITAL CORP | $13.93万 | 0.02% | 38,587 | 0 | 0.0% | — | 不变 |
| SAN | BANCO SANTANDER SA | $14.59万 | 0.02% | 12,938 | 0 | 0.0% | — | 不变 |
| — | REKOR SYSTEMS INC | $16.40万 | 0.02% | 200,000 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $20.18万 | 0.03% | 968 | 968 | — | $20.18万 | 新建仓 |
| RCL | ROYAL CARIBBEAN GROUP | $20.34万 | 0.03% | 739 | 739 | — | $20.34万 | 新建仓 |
| USB | US BANCORP | $20.52万 | 0.03% | 3,945 | 3,945 | — | $20.52万 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC | $20.61万 | 0.03% | 1,188 | -771 | -39.4% | -$13.37万 | 减仓 |
| SXI | STANDEX INTL CORP | $20.77万 | 0.03% | 815 | 815 | — | $20.77万 | 新建仓 |
| FIX | COMFORT SYS USA INC | $20.96万 | 0.03% | 152 | 152 | — | $20.96万 | 新建仓 |
| CI | THE CIGNA GROUP | $20.99万 | 0.03% | 787 | 787 | — | $20.99万 | 新建仓 |
| — | HONEYWELL INTL INC | $21.02万 | 0.03% | 930 | 930 | — | $21.02万 | 新建仓 |
| FN | FABRINET | $21.07万 | 0.03% | 404 | -211 | -34.3% | -$11.00万 | 重新持有 |
| FCX | FREEPORT MCMORAN INC | $21.14万 | 0.03% | 3,597 | 3,597 | — | $21.14万 | 新建仓 |
| BCPC | BALCHEM CORP | $21.27万 | 0.03% | 1,255 | 1,255 | — | $21.27万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND | $21.45万 | 0.03% | 1,082 | 83 | 8.3% | $1.65万 | 重新持有 |
| VUG | VANGUARD INDEX FDS | $21.49万 | 0.03% | 492 | -946 | -65.8% | -$41.32万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $21.52万 | 0.03% | 3,208 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $21.62万 | 0.03% | 1,012 | 1,012 | — | $21.62万 | 新建仓 |
| AME | AMETEK INC | $21.74万 | 0.03% | 1,014 | -202 | -16.6% | -$4.33万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $21.79万 | 0.03% | 3,353 | 3,353 | — | $21.79万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $21.90万 | 0.03% | 2,330 | 2,330 | — | $21.90万 | 新建仓 |
| SRE | SEMPRA | $22.02万 | 0.03% | 2,266 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $22.03万 | 0.03% | 1,209 | 1,209 | — | $22.03万 | 新建仓 |
| WFC | WELLS FARGO & CO | $22.03万 | 0.03% | 2,767 | -3,161 | -53.3% | -$25.16万 | 减仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $22.18万 | 0.03% | 3,000 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC | $22.20万 | 0.03% | 749 | 749 | — | $22.20万 | 新建仓 |
| MPC | MARATHON PETE CORP | $22.37万 | 0.03% | 916 | 916 | — | $22.37万 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $22.67万 | 0.03% | 799 | 799 | — | $22.67万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $22.91万 | 0.03% | 466 | 3 | 0.6% | $1,475 | 加仓 |
| DTM | DT MIDSTREAM INC | $23.19万 | 0.03% | 1,722 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $23.22万 | 0.03% | 796 | 90 | 12.7% | $2.63万 | 加仓 |
| SAIA | SAIA INC | $23.32万 | 0.03% | 664 | 664 | — | $23.32万 | 新建仓 |
| — | GOLDMAN SACHS ETF TR | $23.67万 | 0.03% | 4,760 | 4,760 | — | $23.67万 | 新建仓 |
| NOW | SERVICENOW INC | $23.82万 | 0.03% | 2,278 | -609 | -21.1% | -$6.37万 | 减仓 |
| ACWI | ISHARES TR | $24.04万 | 0.03% | 1,737 | 1,737 | — | $24.04万 | 新建仓 |
| BN | BROOKFIELD CORP | $24.27万 | 0.03% | 5,997 | -2,105 | -26.0% | -$8.52万 | 减仓 |
| GM | GENERAL MTRS CO | $24.41万 | 0.03% | 3,276 | -8,708 | -72.7% | -$64.87万 | 减仓 |
| TFC | TRUIST FINL CORP | $24.43万 | 0.03% | 5,314 | 1,235 | 30.3% | $5.68万 | 加仓 |
| IWD | ISHARES TR | $24.57万 | 0.03% | 1,150 | 1,150 | — | $24.57万 | 新建仓 |
| AMGN | AMGEN INC | $24.73万 | 0.03% | 703 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $25.02万 | 0.03% | 3,290 | 3,290 | — | $25.02万 | 新建仓 |
| APH | AMPHENOL CORP | $25.23万 | 0.03% | 1,997 | -2,703 | -57.5% | -$34.15万 | 重新持有 |
| MANH | MANHATTAN ASSOCIATES INC | $25.29万 | 0.03% | 1,900 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $25.50万 | 0.03% | 1,597 | 1,597 | — | $25.50万 | 新建仓 |
| ECG | EVERUS CONSTR GROUP | $25.67万 | 0.03% | 2,174 | 2,174 | — | $25.67万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $25.98万 | 0.03% | 1,072 | 1,072 | — | $25.98万 | 新建仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $26.35万 | 0.03% | 6,400 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $26.55万 | 0.03% | 576 | 153 | 36.2% | $7.05万 | 加仓 |
| IJR | ISHARES TR | $26.85万 | 0.03% | 2,160 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $26.93万 | 0.03% | 969 | 50 | 5.4% | $1.39万 | 加仓 |
| IVW | ISHARES TR | $27.54万 | 0.03% | 2,435 | -2,190 | -47.4% | -$24.77万 | 减仓 |
| PCG | PG&E CORP | $27.66万 | 0.03% | 15,744 | 15,744 | — | $27.66万 | 新建仓 |
| MRK | MERCK & CO INC | $28.08万 | 0.04% | 2,334 | -400 | -14.6% | -$4.81万 | 减仓 |
| SG | SWEETGREEN INC | $28.08万 | 0.04% | 54,103 | 0 | 0.0% | — | 不变 |
| PAUG | INNOVATOR ETFS TRUST | $28.11万 | 0.04% | 6,580 | -9,715 | -59.6% | -$41.50万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $28.31万 | 0.04% | 415 | -258 | -38.3% | -$17.60万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $28.51万 | 0.04% | 1,054 | 1,054 | — | $28.51万 | 新建仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $28.83万 | 0.04% | 2,166 | 2,166 | — | $28.83万 | 新建仓 |
| ASML | ASML HLDG NV | $28.93万 | 0.04% | 219 | -122 | -35.8% | -$16.11万 | 减仓 |
| C | CITIGROUP INC | $29.08万 | 0.04% | 2,564 | -1,860 | -42.0% | -$21.09万 | 减仓 |
| F | FORD MTR CO | $29.12万 | 0.04% | 25,231 | -42 | -0.2% | -$485 | 减仓 |
| NEM | NEWMONT CORP | $29.32万 | 0.04% | 2,709 | 2,709 | — | $29.32万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $29.39万 | 0.04% | 1,086 | 271 | 33.3% | $7.33万 | 加仓 |
| EMXC | ISHARES INC | $29.67万 | 0.04% | 3,772 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $29.76万 | 0.04% | 1,543 | 328 | 27.0% | $6.33万 | 加仓 |
| GIS | GENERAL MILLS INC | $29.78万 | 0.04% | 8,000 | 8,000 | — | $29.78万 | 新建仓 |