CURIO WEALTH, LLC
ANNAPOLIS MD · SEC CIK 0002049201
$3.22亿2026Q2 申报市值
78持仓数
74.2%前十大占比 · 第一大 17.8%
1 / 1178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
DFGP 加仓+$504.38万
DFSD 加仓+$358.62万
DFAU 加仓+$295.60万
DFAI 加仓+$132.28万
RY 新建仓+$109.47万
2026Q2 卖出最多 按季末市值估算
DFCF 减仓-$56.17万
AVDE 减仓-$31.95万
VTV 清仓-$22.90万
DFA US CORE EQUI 减仓-$22.34万
MGC 清仓-$20.82万
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 |
|---|---|---|---|---|---|---|---|---|
| DFAU | DFA US CORE EQUITY MARKET ETF | $5,728.47万 | 17.77% | 1,108,237 | 57,188 | 5.4% | $295.60万 | 加仓 |
| DFGP | DFA GLOBAL CORE FIXED INCOME ETF | $5,068.17万 | 15.73% | 930,622 | 92,615 | 11.1% | $504.38万 | 加仓 |
| DFSD | DFA S/T FIXED INCOME ETF | $4,934.39万 | 15.31% | 1,033,379 | 75,103 | 7.8% | $358.62万 | 加仓 |
| DFAI | DFA INT CORE EQUITY ETF | $1,893.88万 | 5.88% | 459,122 | 32,067 | 7.5% | $132.28万 | 加仓 |
| AVDE | AVANTIS INTL CORE EQUITY ETF | $1,462.18万 | 4.54% | 163,921 | -3,582 | -2.1% | -$31.95万 | 减仓 |
| — | DFA US SMALL CAP ETF | $1,072.89万 | 3.33% | 130,300 | 6,250 | 5.0% | $51.46万 | 加仓 |
| AVEM | AVANTIS EMERGING MKT EQ ETF | $1,051.72万 | 3.26% | 108,998 | 6,254 | 6.1% | $60.34万 | 加仓 |
| DFVX | DIMENSIONAL US LRGE CP VCTR ETF | $1,047.01万 | 3.25% | 127,323 | 11,558 | 10.0% | $95.04万 | 加仓 |
| AVUS | AVANTIS US EQUITY ETF | $866.70万 | 2.69% | 67,669 | -581 | -0.9% | -$7.44万 | 减仓 |
| — | DFA US REAL ESTATE ETF | $785.48万 | 2.44% | 300,258 | 15,459 | 5.4% | $40.44万 | 加仓 |
| DFAE | DFA EMERGING MARKETS ETF | $684.95万 | 2.13% | 170,344 | -4,127 | -2.4% | -$16.59万 | 减仓 |
| AVDV | AVANTIS INTL SMALL VALUE ETF | $653.87万 | 2.03% | 63,452 | 2,653 | 4.4% | $27.34万 | 加仓 |
| AVUV | AVANTIS US SMALL CAP VALUE ETF | $490.18万 | 1.52% | 39,290 | 1,487 | 3.9% | $18.55万 | 加仓 |
| — | DFA US CORE EQUITY 2 ETF | $478.78万 | 1.49% | 107,931 | -5,035 | -4.5% | -$22.34万 | 减仓 |
| — | DFA US TARGETED VALUE ETF | $386.97万 | 1.20% | 55,360 | -410 | -0.7% | -$2.87万 | 减仓 |
| DFUS | DFA US EQUITY ETF | $327.78万 | 1.02% | 40,002 | 1 | 0.0% | $82 | 加仓 |
| DFCF | DFA CORE FIXED INCOME ETF | $288.16万 | 0.89% | 68,267 | -13,308 | -16.3% | -$56.17万 | 减仓 |
| GOOG | GOOGLE CLASS C | $243.05万 | 0.75% | 6,879 | -21 | -0.3% | -$7,420 | 减仓 |
| DFUV | DFA TAX-MGD US MKT-WIDE VAL II ETF | $230.82万 | 0.72% | 41,960 | -143 | -0.3% | -$7,866 | 减仓 |
| IGV | ISHARES TECH-SOFTWARE ETF | $217.54万 | 0.67% | 24,011 | -231 | -1.0% | -$2.09万 | 减仓 |
| VO | VANGUARD MIDCAP ETF | $201.05万 | 0.62% | 24,953 | -1,299 | -4.9% | -$10.47万 | 减仓 |
| AVGE | AVANTIS ALL EQUITY MKTS ETF | $194.97万 | 0.60% | 19,674 | 1,174 | 6.3% | $11.63万 | 加仓 |
| AAPL | APPLE | $181.11万 | 0.56% | 6,259 | -98 | -1.5% | -$2.84万 | 减仓 |
| SPY | SPDR S&P 500 ETF | $172.52万 | 0.54% | 2,310 | 15 | 0.7% | $1.12万 | 加仓 |
| DISV | DFA INTL SMALL CAP VALUE ETF | $152.23万 | 0.47% | 37,934 | -1,239 | -3.2% | -$4.97万 | 减仓 |
| DUSB | DIMENSIONAL ULTRASHORT FXD INC ETF | $141.95万 | 0.44% | 27,955 | -521 | -1.8% | -$2.65万 | 减仓 |
| VCSH | VG S/T CORP BOND ETF | $134.07万 | 0.42% | 16,965 | -105 | -0.6% | -$8,298 | 减仓 |
| DFLV | DFA US LARGE CAP VALUE ETF | $128.32万 | 0.40% | 32,452 | -321 | -1.0% | -$1.27万 | 减仓 |
| DFAX | DFA WORLD EX-US EQUITY ETF | $126.97万 | 0.39% | 34,466 | 145 | 0.4% | $5,342 | 加仓 |
| — | DFA US SMALL CAP VAL ETF | $126.25万 | 0.39% | 32,547 | -327 | -1.0% | -$1.27万 | 减仓 |
| AVSC | AVANTIS US SMALL CAP ETF | $116.27万 | 0.36% | 15,854 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD REIT ETF | $114.97万 | 0.36% | 11,923 | 483 | 4.2% | $4.66万 | 加仓 |
| SCHX | SCHWAB US LARGE CAP ETF | $113.61万 | 0.35% | 38,602 | 280 | 0.7% | $8,240 | 加仓 |
| DFSB | DIMNSNL GLBL SUSTN FIXED INCM ETF | $109.99万 | 0.34% | 21,108 | 294 | 1.4% | $1.53万 | 加仓 |
| RY | ROYAL BANK OF CANADA | $109.47万 | 0.34% | 5,289 | 5,289 | — | $109.47万 | 新建仓 |
| DFIV | DFA TAX-MGD INT'L VALUE ETF | $103.72万 | 0.32% | 19,201 | 149 | 0.8% | $8,049 | 加仓 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $93.98万 | 0.29% | 8,519 | 511 | 6.4% | $5.64万 | 加仓 |
| ESGV | VANGUARD ESG US STK ETF | $89.88万 | 0.28% | 6,797 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES | $88.88万 | 0.28% | 7,618 | -2 | -0.0% | -$233 | 减仓 |
| MSFT | MICROSOFT CORP | $86.09万 | 0.27% | 2,308 | 29 | 1.3% | $1.08万 | 加仓 |
| TJX | TJX COMPANIES | $85.55万 | 0.27% | 5,647 | -15 | -0.3% | -$2,273 | 减仓 |
| VTI | VANGUARD STOCK MARKET ETF | $81.36万 | 0.25% | 2,199 | 1 | 0.0% | $370 | 加仓 |
| CSCO | CISCO SYSTEMS | $80.03万 | 0.25% | 6,813 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN | $78.29万 | 0.24% | 1,537 | 8 | 0.5% | $4,075 | 加仓 |
| AMD | AMD | $76.91万 | 0.24% | 1,324 | 0 | 0.0% | — | 不变 |
| VCEB | VANGUARD ESG US CORP BD ETF | $69.14万 | 0.21% | 11,017 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX | $64.31万 | 0.20% | 9,007 | -167 | -1.8% | -$1.19万 | 减仓 |
| BNDX | VG TOTAL INTL BOND INDEX ETF | $62.97万 | 0.20% | 13,003 | -1,087 | -7.7% | -$5.26万 | 减仓 |
| META | META PLATFORMS | $60.55万 | 0.19% | 1,075 | -9 | -0.8% | -$5,070 | 减仓 |
| GLD | SPDR GOLD ETF | $59.64万 | 0.19% | 1,619 | 0 | 0.0% | — | 不变 |
| DFIP | DFA INFLATION-PROTECT SEC ETF | $59.43万 | 0.18% | 14,406 | -227 | -1.6% | -$9,365 | 减仓 |
| WMT | WALMART | $54.51万 | 0.17% | 4,813 | -52 | -1.1% | -$5,890 | 减仓 |
| LLY | ELI LILLY | $52.00万 | 0.16% | 434 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON | $50.22万 | 0.16% | 2,107 | 75 | 3.7% | $1.79万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $47.09万 | 0.15% | 408 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORP | $45.38万 | 0.14% | 2,268 | 24 | 1.1% | $4,802 | 加仓 |
| GOOGL | GOOGLE CLASS A | $45.31万 | 0.14% | 1,268 | 43 | 3.5% | $1.54万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY | $44.99万 | 0.14% | 899 | 19 | 2.2% | $9,507 | 加仓 |
| — | DFA US HIGH PROFITABILITY ETF | $44.88万 | 0.14% | 10,755 | -151 | -1.4% | -$6,301 | 减仓 |
| QQQ | POWERSHARES | $43.28万 | 0.13% | 588 | 16 | 2.8% | $1.18万 | 加仓 |
| AVSE | AVANTIS RESPONSIBLE EMER MRK EQY ETF | $41.64万 | 0.13% | 5,088 | -88 | -1.7% | -$7,202 | 减仓 |
| SCHA | SCHWAB US SMALL CAP IDX ETF | $39.55万 | 0.12% | 10,947 | -109 | -1.0% | -$3,938 | 减仓 |
| IBM | IBM | $38.08万 | 0.12% | 1,354 | -4 | -0.3% | -$1,125 | 减仓 |
| AVGO | BROADCOM | $35.60万 | 0.11% | 943 | 892 | 1,749.0% | $33.68万 | 加仓 |
| V | VISA | $34.24万 | 0.11% | 998 | 3 | 0.3% | $1,029 | 加仓 |
| SCHP | SCHWAB US TIPS ETF | $34.12万 | 0.11% | 12,877 | -661 | -4.9% | -$1.75万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $32.97万 | 0.10% | 480 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $30.69万 | 0.10% | 3,178 | 1,266 | 66.2% | $12.23万 | 加仓 |
| SCHF | SCHWAB INT'L EQUITY ETF | $30.54万 | 0.09% | 11,026 | 118 | 1.1% | $3,269 | 加仓 |
| AVRE | AVANTIS REAL ESTATE ETF | $28.07万 | 0.09% | 5,924 | 21 | 0.4% | $995 | 加仓 |
| DFSU | DFA US SUSTAINABLTY CORE 1 ETF | $25.14万 | 0.08% | 5,392 | 12 | 0.2% | $560 | 加仓 |
| VUSB | VG ULTRA-SHORT BOND ETF | $24.58万 | 0.08% | 4,938 | 0 | 0.0% | — | 不变 |
| AVSU | AVANTIS RESPONSIBL US EQUITY ETF | $22.82万 | 0.07% | 2,578 | 2 | 0.1% | $177 | 加仓 |
| DIHP | DFA INT'L HIGH PROFIT ETF | $21.77万 | 0.07% | 6,379 | -125 | -1.9% | -$4,266 | 减仓 |
| AN | AUTONATION | $21.57万 | 0.07% | 1,161 | 0 | 0.0% | — | 不变 |
| UNP | UNION PACIFIC | $20.75万 | 0.06% | 763 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES EAFE SMALL CAP ETF | $20.75万 | 0.06% | 2,522 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD MIDCAP VALUE ETF | $20.27万 | 0.06% | 1,026 | -255 | -19.9% | -$5.04万 | 减仓 |
| VTV | VANGUARD US VALUE ETF | $0 | 0.00% | 0 | -1,167 | -100.0% | -$22.90万 | 清仓 |
| MGC | VANGUARD MEGA CAP ETF | $0 | 0.00% | 0 | -881 | -100.0% | -$20.82万 | 清仓 |
| ORLY | O'REILLY AUTOMOTIVE INC COM | $0 | 0.00% | 0 | -2,015 | -100.0% | -$18.60万 | 清仓 |
| IUSV | ISHARES CORE S&P VALUE ETF | $0 | 0.00% | 0 | -1,674 | -100.0% | -$17.12万 | 清仓 |
| QUAL | ISHARES MSCI USA QUALITY ETF | $0 | 0.00% | 0 | -876 | -100.0% | -$16.81万 | 清仓 |
| IWB | ISHARES RUSSELL 1000 | $0 | 0.00% | 0 | -453 | -100.0% | -$16.15万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,046 | -100.0% | -$15.39万 | 清仓 |
| VBR | VANGUARD SMALL CAP VAL ETF | $0 | 0.00% | 0 | -706 | -100.0% | -$15.34万 | 清仓 |
| ONEQ | FIDELITY NASDAQ COMPOSITE ETF | $0 | 0.00% | 0 | -1,740 | -100.0% | -$14.77万 | 清仓 |
| ACGL | ARCH CAPITAL GROUP | $0 | 0.00% | 0 | -1,492 | -100.0% | -$14.32万 | 清仓 |
| VEA | VANGUARD EUROPE/PACIFIC ETF | $0 | 0.00% | 0 | -2,219 | -100.0% | -$14.22万 | 清仓 |
| JPM | JP MORGAN | $0 | 0.00% | 0 | -480 | -100.0% | -$14.11万 | 清仓 |
| TFC | TRUIST FINANCIAL CORP | $0 | 0.00% | 0 | -3,026 | -100.0% | -$13.91万 | 清仓 |
| IJH | ISHARES MIDCAP 400 ETF | $0 | 0.00% | 0 | -2,017 | -100.0% | -$13.62万 | 清仓 |
| MGV | VANGUARD MEGA CAP VALUE ETF | $0 | 0.00% | 0 | -930 | -100.0% | -$13.48万 | 清仓 |
| VV | VANGUARD LRG CAP ETF | $0 | 0.00% | 0 | -446 | -100.0% | -$13.33万 | 清仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | -346 | -100.0% | -$12.86万 | 清仓 |
| DFSI | DFA INTL SUS CORE 1 ETF | $0 | 0.00% | 0 | -2,806 | -100.0% | -$11.90万 | 清仓 |
| MA | MASTERCARD | $0 | 0.00% | 0 | -229 | -100.0% | -$11.44万 | 清仓 |
| BSV | VG SHORT TERM BOND ETF | $0 | 0.00% | 0 | -1,442 | -100.0% | -$11.31万 | 清仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $0 | 0.00% | 0 | -1,099 | -100.0% | -$10.49万 | 清仓 |
| CI | CIGNA CORP | $0 | 0.00% | 0 | -389 | -100.0% | -$10.38万 | 清仓 |