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 |
|---|---|---|---|---|---|---|---|---|
| IWR | ISHARES TR | $62.80万 | 0.08% | 6,459 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $62.55万 | 0.08% | 2,714 | 9 | 0.3% | $2,074 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $61.68万 | 0.08% | 619 | 366 | 144.7% | $36.47万 | 加仓 |
| GGG | GRACO INC | $60.25万 | 0.08% | 7,117 | -64 | -0.9% | -$5,418 | 减仓 |
| — | EXXON MOBIL CORP | $59.65万 | 0.08% | 3,516 | 256 | 7.9% | $4.34万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $57.35万 | 0.07% | 7,440 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $55.58万 | 0.07% | 3,016 | 1 | 0.0% | $184 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $53.89万 | 0.07% | 128 | 42 | 48.8% | $17.68万 | 加仓 |
| FHB | FIRST HAWAIIAN INC | $53.57万 | 0.07% | 21,743 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $53.52万 | 0.07% | 3,638 | 985 | 37.1% | $14.49万 | 加仓 |
| IWB | ISHARES TR | $51.70万 | 0.07% | 1,450 | 0 | 0.0% | — | 不变 |
| POOL | POOL CORP | $51.11万 | 0.06% | 2,526 | 2,526 | — | $51.11万 | 新建仓 |
| BANF | BANCFIRST CORP | $47.32万 | 0.06% | 4,361 | -96 | -2.2% | -$1.04万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $46.94万 | 0.06% | 3,209 | 3,209 | — | $46.94万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $46.18万 | 0.06% | 4,972 | 255 | 5.4% | $2.37万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $46.08万 | 0.06% | 1,364 | 1,364 | — | $46.08万 | 新建仓 |
| ABBV | ABBVIE INC | $46.04万 | 0.06% | 2,117 | -50 | -2.3% | -$1.09万 | 减仓 |
| CRVL | CORVEL CORP | $46.00万 | 0.06% | 8,417 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $45.85万 | 0.06% | 9,405 | -69,327 | -88.1% | -$337.97万 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $45.39万 | 0.06% | 4,530 | -25,720 | -85.0% | -$257.69万 | 减仓 |
| WMB | WILLIAMS COS INC | $43.22万 | 0.05% | 5,939 | 327 | 5.8% | $2.38万 | 加仓 |
| DCI | DONALDSON INC | $43.00万 | 0.05% | 5,066 | 0 | 0.0% | — | 不变 |
| KDK | KODIAK AI INC. | $41.25万 | 0.05% | 59,432 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $41.10万 | 0.05% | 2,486 | -20 | -0.8% | -$3,307 | 减仓 |
| KLAC | KLA CORP | $40.05万 | 0.05% | 272 | -2 | -0.7% | -$2,945 | 减仓 |
| WMT | WALMART INC | $39.93万 | 0.05% | 3,213 | 807 | 33.5% | $10.03万 | 加仓 |
| DXCM | DEXCOM INC | $39.88万 | 0.05% | 6,351 | -1,332 | -17.3% | -$8.36万 | 减仓 |
| HWKN | HAWKINS INC | $38.45万 | 0.05% | 2,503 | 2,503 | — | $38.45万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $38.42万 | 0.05% | 1,137 | -350 | -23.5% | -$11.83万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $38.29万 | 0.05% | 5,235 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $37.90万 | 0.05% | 627 | 158 | 33.7% | $9.55万 | 加仓 |
| DHR | DANAHER CORP DEL | $37.77万 | 0.05% | 1,992 | 772 | 63.3% | $14.64万 | 重新持有 |
| LCII | LCI INDS | $35.97万 | 0.05% | 2,925 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC | $35.79万 | 0.05% | 1,177 | -386 | -24.7% | -$11.74万 | 减仓 |
| CSCO | CISCO SYS INC | $35.71万 | 0.04% | 4,602 | -398 | -8.0% | -$3.09万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $35.36万 | 0.04% | 1,628 | -300 | -15.6% | -$6.52万 | 减仓 |
| APAM | ARTISAN PARTNERS ASSET MGMT | $35.26万 | 0.04% | 9,690 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INC | $35.08万 | 0.04% | 2,605 | 321 | 14.1% | $4.32万 | 加仓 |
| HQY | HEALTHEQUITY INC | $34.37万 | 0.04% | 4,113 | 846 | 25.9% | $7.07万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $34.06万 | 0.04% | 1,637 | 1,637 | — | $34.06万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $33.75万 | 0.04% | 1,659 | 1,659 | — | $33.75万 | 新建仓 |
| ET | ENERGY TRANSFER L P | $33.68万 | 0.04% | 17,450 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $33.55万 | 0.04% | 5,532 | 5,532 | — | $33.55万 | 新建仓 |
| LIN | LINDE PLC | $33.41万 | 0.04% | 674 | 148 | 28.1% | $7.34万 | 加仓 |
| — | A2Z CUST2MATE SOLUTIONS CORP | $33.35万 | 0.04% | 49,999 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC | $33.15万 | 0.04% | 286 | -198 | -40.9% | -$22.95万 | 减仓 |
| ADSK | AUTODESK INC | $32.15万 | 0.04% | 1,343 | 339 | 33.8% | $8.12万 | 加仓 |
| IGV | ISHARES TR | $32.02万 | 0.04% | 4,000 | 4,000 | — | $32.02万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $31.86万 | 0.04% | 657 | 304 | 86.1% | $14.74万 | 加仓 |
| SPGI | S&P GLOBAL INC | $31.65万 | 0.04% | 744 | 203 | 37.5% | $8.63万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $31.57万 | 0.04% | 3,420 | -318 | -8.5% | -$2.94万 | 减仓 |
| ADBE | ADOBE INC | $30.94万 | 0.04% | 1,273 | 1,273 | — | $30.94万 | 新建仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $30.37万 | 0.04% | 502 | 31 | 6.6% | $1.88万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $30.32万 | 0.04% | 1,410 | -464 | -24.8% | -$9.98万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $30.16万 | 0.04% | 6,345 | -1,155 | -15.4% | -$5.49万 | 减仓 |
| PFE | PFIZER INC | $30.12万 | 0.04% | 10,728 | 2,439 | 29.4% | $6.85万 | 重新持有 |
| GIS | GENERAL MILLS INC | $29.78万 | 0.04% | 8,000 | 8,000 | — | $29.78万 | 新建仓 |
| RTX | RTX CORPORATION | $29.76万 | 0.04% | 1,543 | 328 | 27.0% | $6.33万 | 加仓 |
| EMXC | ISHARES INC | $29.67万 | 0.04% | 3,772 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $29.39万 | 0.04% | 1,086 | 271 | 33.3% | $7.33万 | 加仓 |
| NEM | NEWMONT CORP | $29.32万 | 0.04% | 2,709 | 2,709 | — | $29.32万 | 新建仓 |
| F | FORD MTR CO | $29.12万 | 0.04% | 25,231 | -42 | -0.2% | -$485 | 减仓 |
| C | CITIGROUP INC | $29.08万 | 0.04% | 2,564 | -1,860 | -42.0% | -$21.09万 | 减仓 |
| ASML | ASML HLDG NV | $28.93万 | 0.04% | 219 | -122 | -35.8% | -$16.11万 | 减仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $28.83万 | 0.04% | 2,166 | 2,166 | — | $28.83万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $28.51万 | 0.04% | 1,054 | 1,054 | — | $28.51万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $28.31万 | 0.04% | 415 | -258 | -38.3% | -$17.60万 | 减仓 |
| PAUG | INNOVATOR ETFS TRUST | $28.11万 | 0.04% | 6,580 | -9,715 | -59.6% | -$41.50万 | 减仓 |
| SG | SWEETGREEN INC | $28.08万 | 0.04% | 54,103 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $28.08万 | 0.04% | 2,334 | -400 | -14.6% | -$4.81万 | 减仓 |
| PCG | PG&E CORP | $27.66万 | 0.03% | 15,744 | 15,744 | — | $27.66万 | 新建仓 |
| IVW | ISHARES TR | $27.54万 | 0.03% | 2,435 | -2,190 | -47.4% | -$24.77万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $26.93万 | 0.03% | 969 | 50 | 5.4% | $1.39万 | 加仓 |
| IJR | ISHARES TR | $26.85万 | 0.03% | 2,160 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $26.55万 | 0.03% | 576 | 153 | 36.2% | $7.05万 | 加仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $26.35万 | 0.03% | 6,400 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $25.98万 | 0.03% | 1,072 | 1,072 | — | $25.98万 | 新建仓 |
| ECG | EVERUS CONSTR GROUP | $25.67万 | 0.03% | 2,174 | 2,174 | — | $25.67万 | 新建仓 |
| TJX | TJX COS INC NEW | $25.50万 | 0.03% | 1,597 | 1,597 | — | $25.50万 | 新建仓 |
| MANH | MANHATTAN ASSOCIATES INC | $25.29万 | 0.03% | 1,900 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $25.23万 | 0.03% | 1,997 | -2,703 | -57.5% | -$34.15万 | 重新持有 |
| KO | COCA COLA CO | $25.02万 | 0.03% | 3,290 | 3,290 | — | $25.02万 | 新建仓 |
| AMGN | AMGEN INC | $24.73万 | 0.03% | 703 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $24.57万 | 0.03% | 1,150 | 1,150 | — | $24.57万 | 新建仓 |
| TFC | TRUIST FINL CORP | $24.43万 | 0.03% | 5,314 | 1,235 | 30.3% | $5.68万 | 加仓 |
| GM | GENERAL MTRS CO | $24.41万 | 0.03% | 3,276 | -8,708 | -72.7% | -$64.87万 | 减仓 |
| BN | BROOKFIELD CORP | $24.27万 | 0.03% | 5,997 | -2,105 | -26.0% | -$8.52万 | 减仓 |
| ACWI | ISHARES TR | $24.04万 | 0.03% | 1,737 | 1,737 | — | $24.04万 | 新建仓 |
| NOW | SERVICENOW INC | $23.82万 | 0.03% | 2,278 | -609 | -21.1% | -$6.37万 | 减仓 |
| — | GOLDMAN SACHS ETF TR | $23.67万 | 0.03% | 4,760 | 4,760 | — | $23.67万 | 新建仓 |
| SAIA | SAIA INC | $23.32万 | 0.03% | 664 | 664 | — | $23.32万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $23.22万 | 0.03% | 796 | 90 | 12.7% | $2.63万 | 加仓 |
| DTM | DT MIDSTREAM INC | $23.19万 | 0.03% | 1,722 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $22.91万 | 0.03% | 466 | 3 | 0.6% | $1,475 | 加仓 |
| LNG | CHENIERE ENERGY INC | $22.67万 | 0.03% | 799 | 799 | — | $22.67万 | 新建仓 |
| MPC | MARATHON PETE CORP | $22.37万 | 0.03% | 916 | 916 | — | $22.37万 | 新建仓 |
| TER | TERADYNE INC | $22.20万 | 0.03% | 749 | 749 | — | $22.20万 | 新建仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $22.18万 | 0.03% | 3,000 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $22.03万 | 0.03% | 2,767 | -3,161 | -53.3% | -$25.16万 | 减仓 |
| PSX | PHILLIPS 66 | $22.03万 | 0.03% | 1,209 | 1,209 | — | $22.03万 | 新建仓 |