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 |
|---|---|---|---|---|---|---|---|---|
| DTM | DT MIDSTREAM INC | $25.06万 | 0.03% | 1,708 | -14 | -0.8% | -$2,054 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $24.54万 | 0.03% | 617 | 41 | 7.1% | $1.63万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $24.51万 | 0.03% | 3,397 | -5,698 | -62.6% | -$41.12万 | 减仓 |
| CBRE | CBRE GROUP INC | $24.46万 | 0.03% | 1,816 | 123 | 7.3% | $1.66万 | 重新持有 |
| MRVL | MARVELL TECHNOLOGY INC | $24.19万 | 0.03% | 812 | 812 | — | $24.19万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $24.16万 | 0.03% | 732 | -64 | -8.0% | -$2.11万 | 减仓 |
| PFE | PFIZER INC | $24.02万 | 0.03% | 9,973 | -755 | -7.0% | -$1.82万 | 减仓 |
| — | GOLDMAN SACHS ETF TR | $23.96万 | 0.03% | 4,760 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $23.82万 | 0.03% | 1,758 | -274 | -13.5% | -$3.71万 | 重新持有 |
| AME | AMETEK INC | $23.64万 | 0.03% | 977 | -37 | -3.6% | -$8,952 | 减仓 |
| CMI | CUMMINS INC | $23.61万 | 0.03% | 331 | 331 | — | $23.61万 | 新建仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $23.52万 | 0.03% | 3,000 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $23.48万 | 0.03% | 461 | 46 | 11.1% | $2.34万 | 加仓 |
| CRM | SALESFORCE INC | $23.36万 | 0.03% | 1,491 | -3,474 | -70.0% | -$54.42万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $23.19万 | 0.03% | 977 | -2,211 | -69.4% | -$52.47万 | 减仓 |
| ES | EVERSOURCE ENERGY | $23.18万 | 0.03% | 3,208 | 3,208 | — | $23.18万 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP | $23.14万 | 0.03% | 4,764 | 1,411 | 42.1% | $6.85万 | 加仓 |
| PEP | PEPSICO INC | $22.94万 | 0.03% | 1,694 | 1,694 | — | $22.94万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $22.50万 | 0.03% | 672 | 672 | — | $22.50万 | 新建仓 |
| CWST | CASELLA WASTE SYS INC | $22.45万 | 0.03% | 2,315 | -576 | -19.9% | -$5.59万 | 重新持有 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $22.10万 | 0.03% | 2,539 | -669 | -20.9% | -$5.82万 | 减仓 |
| DOV | DOVER CORP | $21.96万 | 0.03% | 979 | 11 | 1.1% | $2,467 | 加仓 |
| CPRT | COPART INC | $21.93万 | 0.03% | 7,781 | 502 | 6.9% | $1.42万 | 重新持有 |
| VIK | VIKING HOLDINGS LTD | $21.84万 | 0.03% | 2,087 | 2,087 | — | $21.84万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $21.81万 | 0.03% | 439 | 439 | — | $21.81万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $21.62万 | 0.03% | 224 | 224 | — | $21.62万 | 新建仓 |
| WELL | WELLTOWER INC | $21.58万 | 0.03% | 951 | 951 | — | $21.58万 | 新建仓 |
| AON | AON PLC | $21.26万 | 0.02% | 641 | -3,120 | -83.0% | -$103.49万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $20.74万 | 0.02% | 1,268 | 1,268 | — | $20.74万 | 新建仓 |
| ETN | EATON CORP PLC | $20.67万 | 0.02% | 485 | 485 | — | $20.67万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $20.64万 | 0.02% | 550 | -419 | -43.2% | -$15.73万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $20.38万 | 0.02% | 4,776 | 4,776 | — | $20.38万 | 新建仓 |
| RCL | ROYAL CARIBBEAN GROUP | $20.29万 | 0.02% | 639 | -100 | -13.5% | -$3.18万 | 减仓 |
| SAN | BANCO SANTANDER SA | $17.85万 | 0.02% | 12,938 | 0 | 0.0% | — | 不变 |
| — | REKOR SYSTEMS INC | $13.90万 | 0.02% | 200,000 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK TCP CAPITAL CORP | $12.97万 | 0.02% | 38,587 | 0 | 0.0% | — | 不变 |
| LYG | LLOYDS BANKING GROUP PLC | $12.45万 | 0.01% | 21,353 | 0 | 0.0% | — | 不变 |
| — | ARES COML REAL ESTATE CORP | $9.06万 | 0.01% | 20,123 | -184 | -0.9% | -$828 | 减仓 |
| — | BNY MELLON HIGH YIELD STRATE | $4.29万 | 0.00% | 17,715 | 0 | 0.0% | — | 不变 |
| — | CREDIT SUISSE HIGH YIELD CRE | $3.54万 | 0.00% | 19,890 | 19,890 | — | $3.54万 | 新建仓 |
| — | GOSSAMER BIO INC | $2,949 | 0.00% | 17,916 | 6,134 | 52.1% | $1,010 | 加仓 |
| — | ADVISORS INNER CIRCLE FD III | $0 | 0.00% | 0 | -615,748 | -100.0% | -$1,791.16万 | 清仓 |
| WM | WASTE MGMT INC DEL | $0 | 0.00% | 0 | -4,306 | -100.0% | -$98.95万 | 清仓 |
| MLM | MARTIN MARIETTA MATLS INC | $0 | 0.00% | 0 | -1,500 | -100.0% | -$88.30万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -8,847 | -100.0% | -$85.27万 | 清仓 |
| SYY | SYSCO CORP | $0 | 0.00% | 0 | -11,172 | -100.0% | -$79.69万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -6,338 | -100.0% | -$74.92万 | 清仓 |
| SBAC | SBA COMMUNICATIONS CORP | $0 | 0.00% | 0 | -4,307 | -100.0% | -$74.13万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -1,512 | -100.0% | -$65.38万 | 清仓 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | -3,200 | -100.0% | -$53.89万 | 清仓 |
| DXCM | DEXCOM INC | $0 | 0.00% | 0 | -6,351 | -100.0% | -$39.88万 | 清仓 |
| DHR | DANAHER CORP DEL | $0 | 0.00% | 0 | -1,992 | -100.0% | -$37.77万 | 清仓 |
| RDDT | REDDIT INC | $0 | 0.00% | 0 | -2,605 | -100.0% | -$35.08万 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -1,343 | -100.0% | -$32.15万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -657 | -100.0% | -$31.86万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -1,273 | -100.0% | -$30.94万 | 清仓 |
| GIS | GENERAL MILLS INC | $0 | 0.00% | 0 | -8,000 | -100.0% | -$29.78万 | 清仓 |
| NEM | NEWMONT CORP | $0 | 0.00% | 0 | -2,709 | -100.0% | -$29.32万 | 清仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $0 | 0.00% | 0 | -2,166 | -100.0% | -$28.83万 | 清仓 |
| PCG | PG&E CORP | $0 | 0.00% | 0 | -15,744 | -100.0% | -$27.66万 | 清仓 |
| ECG | EVERUS CONSTR GROUP | $0 | 0.00% | 0 | -2,174 | -100.0% | -$25.67万 | 清仓 |
| SAIA | SAIA INC | $0 | 0.00% | 0 | -664 | -100.0% | -$23.32万 | 清仓 |
| LNG | CHENIERE ENERGY INC | $0 | 0.00% | 0 | -799 | -100.0% | -$22.67万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -1,082 | -100.0% | -$21.45万 | 清仓 |
| BCPC | BALCHEM CORP | $0 | 0.00% | 0 | -1,255 | -100.0% | -$21.27万 | 清仓 |
| FN | FABRINET | $0 | 0.00% | 0 | -404 | -100.0% | -$21.07万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -930 | -100.0% | -$21.02万 | 清仓 |
| SXI | STANDEX INTL CORP | $0 | 0.00% | 0 | -815 | -100.0% | -$20.77万 | 清仓 |
| USB | US BANCORP | $0 | 0.00% | 0 | -3,945 | -100.0% | -$20.52万 | 清仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $0 | 0.00% | 0 | -21,799 | -100.0% | -$13.08万 | 清仓 |
| — | ALIGHT INC | $0 | 0.00% | 0 | -10,257 | -100.0% | -$5,977 | 清仓 |