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 |
|---|---|---|---|---|---|---|---|---|
| SRE | SEMPRA | $22.02万 | 0.03% | 2,266 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $21.90万 | 0.03% | 2,330 | 2,330 | — | $21.90万 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP | $21.79万 | 0.03% | 3,353 | 3,353 | — | $21.79万 | 新建仓 |
| AME | AMETEK INC | $21.74万 | 0.03% | 1,014 | -202 | -16.6% | -$4.33万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $21.62万 | 0.03% | 1,012 | 1,012 | — | $21.62万 | 新建仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $21.52万 | 0.03% | 3,208 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $21.49万 | 0.03% | 492 | -946 | -65.8% | -$41.32万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $21.45万 | 0.03% | 1,082 | 83 | 8.3% | $1.65万 | 重新持有 |
| BCPC | BALCHEM CORP | $21.27万 | 0.03% | 1,255 | 1,255 | — | $21.27万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $21.14万 | 0.03% | 3,597 | 3,597 | — | $21.14万 | 新建仓 |
| FN | FABRINET | $21.07万 | 0.03% | 404 | -211 | -34.3% | -$11.00万 | 重新持有 |
| — | HONEYWELL INTL INC | $21.02万 | 0.03% | 930 | 930 | — | $21.02万 | 新建仓 |
| CI | THE CIGNA GROUP | $20.99万 | 0.03% | 787 | 787 | — | $20.99万 | 新建仓 |
| FIX | COMFORT SYS USA INC | $20.96万 | 0.03% | 152 | 152 | — | $20.96万 | 新建仓 |
| SXI | STANDEX INTL CORP | $20.77万 | 0.03% | 815 | 815 | — | $20.77万 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC | $20.61万 | 0.03% | 1,188 | -771 | -39.4% | -$13.37万 | 减仓 |
| USB | US BANCORP | $20.52万 | 0.03% | 3,945 | 3,945 | — | $20.52万 | 新建仓 |
| RCL | ROYAL CARIBBEAN GROUP | $20.34万 | 0.03% | 739 | 739 | — | $20.34万 | 新建仓 |
| DOV | DOVER CORP | $20.18万 | 0.03% | 968 | 968 | — | $20.18万 | 新建仓 |
| — | REKOR SYSTEMS INC | $16.40万 | 0.02% | 200,000 | 0 | 0.0% | — | 不变 |
| SAN | BANCO SANTANDER SA | $14.59万 | 0.02% | 12,938 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK TCP CAPITAL CORP | $13.93万 | 0.02% | 38,587 | 0 | 0.0% | — | 不变 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $13.08万 | 0.02% | 21,799 | -875 | -3.9% | -$5,250 | 减仓 |
| LYG | LLOYDS BANKING GROUP PLC | $10.74万 | 0.01% | 21,353 | 0 | 0.0% | — | 不变 |
| — | ARES COML REAL ESTATE CORP | $9.75万 | 0.01% | 20,307 | 307 | 1.5% | $1,474 | 加仓 |
| — | BNY MELLON HIGH YIELD STRATE | $4.32万 | 0.01% | 17,715 | 0 | 0.0% | — | 不变 |
| — | ALIGHT INC | $5,977 | 0.00% | 10,257 | 10,257 | — | $5,977 | 新建仓 |
| — | GOSSAMER BIO INC | $3,870 | 0.00% | 11,782 | 11,782 | — | $3,870 | 新建仓 |
| 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 |