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 |
|---|---|---|---|---|---|---|---|---|
| APO | APOLLO GLOBAL MGMT INC | $2.47亿 | 31.16% | 2,219,266 | -5,761 | -0.3% | -$64.19万 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION | $1.60亿 | 20.19% | 1,468,535 | 49,265 | 3.5% | $537.48万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $4,788.94万 | 6.03% | 80,142 | 9,757 | 13.9% | $583.04万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3,376.37万 | 4.25% | 51,917 | 143 | 0.3% | $9.30万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $2,742.28万 | 3.46% | 703,869 | 43,855 | 6.6% | $170.86万 | 加仓 |
| — | ADVISORS INNER CIRCLE FD III | $1,791.16万 | 2.26% | 615,748 | 47,471 | 8.4% | $138.09万 | 加仓 |
| — | TOUCHSTONE ETF TRUST | $1,609.95万 | 2.03% | 689,311 | 689,311 | — | $1,609.95万 | 新建仓 |
| TEX | TEREX CORP NEW | $1,341.11万 | 1.69% | 226,922 | 0 | 0.0% | — | 不变 |
| — | DIAMOND HILL FUNDS | $1,275.45万 | 1.61% | 996,445 | 49,131 | 5.2% | $62.89万 | 加仓 |
| AAPL | APPLE INC | $1,037.80万 | 1.31% | 40,892 | 7,683 | 23.1% | $194.99万 | 加仓 |
| GLD | SPDR GOLD TR | $952.88万 | 1.20% | 22,145 | -13 | -0.1% | -$5,594 | 减仓 |
| DSCO | DOUBLELINE ETF TRUST | $905.79万 | 1.14% | 364,583 | 364,583 | — | $905.79万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $805.95万 | 1.02% | 46,213 | 9,736 | 26.7% | $169.80万 | 加仓 |
| IVV | ISHARES TR | $765.63万 | 0.96% | 11,721 | -45 | -0.4% | -$2.94万 | 减仓 |
| AMZN | AMAZON COM INC | $660.88万 | 0.83% | 31,732 | 2,685 | 9.2% | $55.92万 | 加仓 |
| GOOGL | ALPHABET INC | $605.98万 | 0.76% | 21,073 | 399 | 1.9% | $11.47万 | 加仓 |
| MSFT | MICROSOFT CORP | $559.22万 | 0.70% | 15,107 | 4,083 | 37.0% | $151.14万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $393.79万 | 0.50% | 8,298 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $381.90万 | 0.48% | 6,675 | 376 | 6.0% | $21.51万 | 加仓 |
| GCAL | GOLDMAN SACHS ETF TR | $351.13万 | 0.44% | 69,313 | -73,455 | -51.5% | -$372.11万 | 减仓 |
| AMCR | AMCOR PLC | $345.27万 | 0.44% | 86,861 | 86,861 | — | $345.27万 | 新建仓 |
| AVGO | BROADCOM INC | $304.34万 | 0.38% | 9,833 | -1,011 | -9.3% | -$31.29万 | 减仓 |
| VGT | VANGUARD WORLD FD | $298.90万 | 0.38% | 4,284 | -9 | -0.2% | -$6,279 | 减仓 |
| ARCC | ARES CAPITAL CORP | $291.69万 | 0.37% | 161,868 | 8,660 | 5.7% | $15.61万 | 加仓 |
| DVA | DAVITA INC | $288.69万 | 0.36% | 18,784 | 244 | 1.3% | $3.75万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $287.26万 | 0.36% | 4 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $258.00万 | 0.33% | 5,384 | 187 | 3.6% | $8.96万 | 加仓 |
| SNAP | SNAP INC | $246.81万 | 0.31% | 536,541 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $226.85万 | 0.29% | 7,908 | 1,474 | 22.9% | $42.28万 | 加仓 |
| DGRO | ISHARES TR | $213.77万 | 0.27% | 30,460 | 0 | 0.0% | — | 不变 |
| PXED | PHOENIX ED PARTNERS INC | $204.49万 | 0.26% | 65,000 | 0 | 0.0% | — | 不变 |
| PKG | PACKAGING CORP AMER | $200.55万 | 0.25% | 9,450 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $192.41万 | 0.24% | 19,810 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $187.32万 | 0.24% | 4,393 | -535 | -10.9% | -$22.81万 | 减仓 |
| NFLX | NETFLIX INC. | $173.16万 | 0.22% | 18,009 | 760 | 4.4% | $7.31万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $167.05万 | 0.21% | 8,514 | 2 | 0.0% | $392 | 加仓 |
| IWO | ISHARES TR | $159.27万 | 0.20% | 5,075 | -15,751 | -75.6% | -$494.31万 | 减仓 |
| PR | PERMIAN RESOURCES CORP | $159.27万 | 0.20% | 74,703 | 4,102 | 5.8% | $8.75万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $158.23万 | 0.20% | 5,379 | -909 | -14.5% | -$26.74万 | 减仓 |
| IAU | ISHARES GOLD TR | $145.66万 | 0.18% | 16,522 | 0 | 0.0% | — | 不变 |
| LYV | LIVE NATION ENTERTAINMENT IN | $144.15万 | 0.18% | 9,452 | -692 | -6.8% | -$10.55万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $140.37万 | 0.18% | 21,906 | -2,609 | -10.6% | -$16.72万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $138.43万 | 0.17% | 4,315 | 2 | 0.0% | $642 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $136.43万 | 0.17% | 18,130 | -5,122 | -22.0% | -$38.54万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $136.12万 | 0.17% | 13,258 | -3,004 | -18.5% | -$30.84万 | 减仓 |
| IEFA | ISHARES TR | $134.71万 | 0.17% | 14,880 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $132.47万 | 0.17% | 9,301 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $129.73万 | 0.16% | 11,282 | 153 | 1.4% | $1.76万 | 加仓 |
| COP | CONOCOPHILLIPS | $129.31万 | 0.16% | 9,796 | -3,372 | -25.6% | -$44.51万 | 减仓 |
| V | VISA INC | $126.94万 | 0.16% | 4,200 | -168 | -3.8% | -$5.08万 | 减仓 |
| BCSF | BAIN CAP SPECIALTY FIN INC | $124.00万 | 0.16% | 100,000 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $123.25万 | 0.16% | 14,461 | -1,422 | -9.0% | -$12.12万 | 减仓 |
| AON | AON PLC | $121.40万 | 0.15% | 3,761 | -95 | -2.5% | -$3.07万 | 减仓 |
| DAR | DARLING INGREDIENTS INC | $112.02万 | 0.14% | 18,111 | 949 | 5.5% | $5.87万 | 加仓 |
| GEV | GE VERNOVA INC | $110.60万 | 0.14% | 1,267 | -101 | -7.4% | -$8.82万 | 减仓 |
| SSD | SIMPSON MFG INC | $109.13万 | 0.14% | 6,359 | -52 | -0.8% | -$8,924 | 减仓 |
| — | ARES DYNAMIC CR ALLOCATION F | $107.07万 | 0.13% | 88,053 | 145 | 0.2% | $1,763 | 加仓 |
| — | PATRIOT NATL BANCORP INC | $106.73万 | 0.13% | 827,340 | -53,957 | -6.1% | -$6.96万 | 减仓 |
| TXN | TEXAS INSTRS INC | $106.51万 | 0.13% | 5,486 | -2,795 | -33.8% | -$54.26万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $105.90万 | 0.13% | 8,625 | 142 | 1.7% | $1.74万 | 加仓 |
| TTC | TORO CO | $105.40万 | 0.13% | 11,280 | 115 | 1.0% | $1.07万 | 加仓 |
| RBC | RBC BEARINGS INC | $105.20万 | 0.13% | 1,937 | -206 | -9.6% | -$11.19万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $104.70万 | 0.13% | 27,670 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $103.84万 | 0.13% | 1,799 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $102.69万 | 0.13% | 5,629 | 454 | 8.8% | $8.28万 | 加仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $100.32万 | 0.13% | 3,456 | -64 | -1.8% | -$1.86万 | 减仓 |
| PRI | PRIMERICA INC | $99.14万 | 0.12% | 3,958 | -31 | -0.8% | -$7,765 | 减仓 |
| WM | WASTE MGMT INC DEL | $98.95万 | 0.12% | 4,306 | -1,457 | -25.3% | -$33.48万 | 减仓 |
| UNP | UNION PAC CORP | $97.46万 | 0.12% | 4,017 | -892 | -18.2% | -$21.64万 | 减仓 |
| GOLF | ACUSHNET HLDGS CORP | $94.08万 | 0.12% | 10,064 | -83 | -0.8% | -$7,759 | 减仓 |
| CRM | SALESFORCE INC | $92.68万 | 0.12% | 4,965 | 255 | 5.4% | $4.76万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $92.21万 | 0.12% | 3,456 | -336 | -8.9% | -$8.96万 | 减仓 |
| TSLA | TESLA INC | $91.41万 | 0.12% | 2,459 | 1,252 | 103.7% | $46.54万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $90.31万 | 0.11% | 16,709 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $88.30万 | 0.11% | 1,500 | -321 | -17.6% | -$18.90万 | 减仓 |
| FCN | FTI CONSULTING INC | $87.38万 | 0.11% | 4,943 | -40 | -0.8% | -$7,071 | 减仓 |
| DIS | DISNEY WALT CO | $85.27万 | 0.11% | 8,847 | -468 | -5.0% | -$4.51万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $81.59万 | 0.10% | 1,633 | 157 | 10.6% | $7.84万 | 加仓 |
| GE | GE AEROSPACE | $81.56万 | 0.10% | 2,874 | -309 | -9.7% | -$8.77万 | 减仓 |
| LLY | ELI LILLY & CO | $80.02万 | 0.10% | 870 | 282 | 48.0% | $25.94万 | 加仓 |
| SYY | SYSCO CORP | $79.69万 | 0.10% | 11,172 | -2,329 | -17.3% | -$16.61万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $79.57万 | 0.10% | 32,150 | -2,527 | -7.3% | -$6.25万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $79.26万 | 0.10% | 14,075 | 497 | 3.7% | $2.80万 | 加仓 |
| VICI | VICI PPTYS INC | $78.79万 | 0.10% | 28,839 | 4,779 | 19.9% | $13.06万 | 加仓 |
| SLV | ISHARES SILVER TR | $75.67万 | 0.10% | 11,105 | 0 | 0.0% | — | 不变 |
| KAI | KADANT INC | $74.99万 | 0.09% | 2,565 | 145 | 6.0% | $4.24万 | 加仓 |
| ZTS | ZOETIS INC | $74.92万 | 0.09% | 6,338 | -1,878 | -22.9% | -$22.20万 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC | $74.82万 | 0.09% | 4,734 | 292 | 6.6% | $4.61万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $74.36万 | 0.09% | 3,188 | -469 | -12.8% | -$10.94万 | 减仓 |
| SBAC | SBA COMMUNICATIONS CORP | $74.13万 | 0.09% | 4,307 | -337 | -7.3% | -$5.80万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $72.97万 | 0.09% | 2,985 | 110 | 3.8% | $2.69万 | 加仓 |
| LSTR | LANDSTAR SYS INC | $71.85万 | 0.09% | 4,482 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $70.26万 | 0.09% | 3,396 | 423 | 14.2% | $8.75万 | 加仓 |
| MC | MOELIS & CO | $69.68万 | 0.09% | 12,224 | 267 | 2.2% | $1.52万 | 加仓 |
| IBP | INSTALLED BLDG PRODS INC | $68.73万 | 0.09% | 2,592 | 0 | 0.0% | — | 不变 |
| RLI | RLI CORP | $66.80万 | 0.08% | 11,711 | 1,280 | 12.3% | $7.30万 | 加仓 |
| EME | EMCOR GROUP INC | $66.74万 | 0.08% | 904 | 18 | 2.0% | $1.33万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $65.42万 | 0.08% | 9,095 | -79 | -0.9% | -$5,682 | 减仓 |
| INTU | INTUIT | $65.38万 | 0.08% | 1,512 | -194 | -11.4% | -$8.39万 | 减仓 |
| UFPI | UFP INDUSTRIES INC | $63.20万 | 0.08% | 6,861 | 434 | 6.8% | $4.00万 | 加仓 |