CURIO WEALTH, LLC
ANNAPOLIS MD · SEC CIK 0002049201
$2.93亿2026Q1 申报市值
1,255持仓数
71.6%前十大占比 · 第一大 16.2%
822 / 43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
DFGP 加仓+$407.98万
DFAU 加仓+$378.67万
DFAI 加仓+$156.28万
DFSD 加仓+$133.44万
DUSB 加仓+$82.82万
2026Q1 卖出最多 按季末市值估算
AMERICAN BEACON 清仓-$39.01万
IWN 减仓-$22.76万
AVDE 减仓-$21.12万
DFAE 减仓-$18.61万
AVGE 减仓-$18.22万
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 |
|---|---|---|---|---|---|---|---|---|
| — | AMERICAN BEACON LRG CAP VAL | $0 | 0.00% | 0 | -17,080 | -100.0% | -$39.01万 | 清仓 |
| XLF | SPDR - FINANCIAL ETF | $0 | 0.00% | 0 | -625 | -100.0% | -$3.48万 | 清仓 |
| RHHBY | ROCHE HOLDING AG | $0 | 0.00% | 0 | -600 | -100.0% | -$3.15万 | 清仓 |
| FLNC | FLUENCE ENERGY INC | $0 | 0.00% | 0 | -1,573 | -100.0% | -$3.12万 | 清仓 |
| VDC | VG CONSUMER STAPLES ETF | $0 | 0.00% | 0 | -125 | -100.0% | -$2.66万 | 清仓 |
| OKLO | OKLO CL A ORD | $0 | 0.00% | 0 | -310 | -100.0% | -$2.52万 | 清仓 |
| ET | ENERGY TRANSFER LP | $0 | 0.00% | 0 | -1,494 | -100.0% | -$2.45万 | 清仓 |
| GBIL | GOLMAN SACKS ACCESS TREASURY 0-1 Yr ETF | $0 | 0.00% | 0 | -158 | -100.0% | -$1.58万 | 清仓 |
| SCHC | SCHWAB INTL SMALL CAP ETF | $0 | 0.00% | 0 | -288 | -100.0% | -$1.32万 | 清仓 |
| VWOB | VANGUARD EMERGING MKTS GOVT BD ETF | $0 | 0.00% | 0 | -182 | -100.0% | -$1.23万 | 清仓 |
| AEHR | AEHR TEST SYSTEMSehr | $0 | 0.00% | 0 | -500 | -100.0% | -$1.10万 | 清仓 |
| — | TOPBUILD CORP | $0 | 0.00% | 0 | -22 | -100.0% | -$9,419 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY SA | $0 | 0.00% | 0 | -15 | -100.0% | -$8,799 | 清仓 |
| VAW | VANGUARD MATERIALS ETF | $0 | 0.00% | 0 | -40 | -100.0% | -$8,426 | 清仓 |
| STIP | ISHARES 0-5 YEAR TIPS Bond ETF | $0 | 0.00% | 0 | -75 | -100.0% | -$7,673 | 清仓 |
| DASH | DOORDASH INC | $0 | 0.00% | 0 | -33 | -100.0% | -$7,658 | 清仓 |
| LQD | iShares iBoxx $ Invmt Grade Corp Bd ETF | $0 | 0.00% | 0 | -65 | -100.0% | -$7,192 | 清仓 |
| EVLV | EVOLV TECHNOLOGIES HOLDINGS CL A ORD | $0 | 0.00% | 0 | -1,000 | -100.0% | -$6,660 | 清仓 |
| EPR | EPR PROPERTIES | $0 | 0.00% | 0 | -127 | -100.0% | -$6,349 | 清仓 |
| PFF | iSHARES PREFERRED & INCOME ETF | $0 | 0.00% | 0 | -155 | -100.0% | -$4,821 | 清仓 |
| — | RENAISSANCERE HOLDINGS 5.75pcnt PRFD | $0 | 0.00% | 0 | -180 | -100.0% | -$3,975 | 清仓 |
| — | FIDELITY ETHEREUM FUND | $0 | 0.00% | 0 | -127 | -100.0% | -$3,720 | 清仓 |
| RR | RICHTECH ROBOTICS INC | $0 | 0.00% | 0 | -1,000 | -100.0% | -$3,650 | 清仓 |
| — | COMERICA INC | $0 | 0.00% | 0 | -40 | -100.0% | -$3,540 | 清仓 |
| ENTG | ENTEGRIS INC | $0 | 0.00% | 0 | -36 | -100.0% | -$3,078 | 清仓 |
| USHY | ISHARES BROAD USD HIGHT YIELD CORPORATE BOND ETF | $0 | 0.00% | 0 | -42 | -100.0% | -$1,571 | 清仓 |
| BND | VANGUARD TOTAL BOND MKT ETF | $0 | 0.00% | 0 | -20 | -100.0% | -$1,497 | 清仓 |
| — | REPARE THERAPEUTICS INC | $0 | 0.00% | 0 | -500 | -100.0% | -$1,275 | 清仓 |
| ZG | ZILLOW GROUP CL A | $0 | 0.00% | 0 | -15 | -100.0% | -$1,033 | 清仓 |
| BIV | VG INTERMEDIATE BOND | $0 | 0.00% | 0 | -6 | -100.0% | -$468 | 清仓 |
| FTRE | FORTREA HOLDINGS INC | $0 | 0.00% | 0 | -22 | -100.0% | -$389 | 清仓 |
| TDOC | TELEDOC HEALTH | $0 | 0.00% | 0 | -39 | -100.0% | -$283 | 清仓 |
| ICOP | ISHARES COPPER METALS MINING ETF | $0 | 0.00% | 0 | -5 | -100.0% | -$229 | 清仓 |
| — | ASSET ENTITIES CL B ORD | $0 | 0.00% | 0 | -260 | -100.0% | -$224 | 清仓 |
| — | TWO HARBORS 7.25pcnt PREFERRED | $0 | 0.00% | 0 | -9 | -100.0% | -$220 | 清仓 |
| — | HUNTINGTON BANK 5.7pcnt PREFERRED | $0 | 0.00% | 0 | -9 | -100.0% | -$199 | 清仓 |
| — | JP MORGAN CHASE 4.625pcnt PREFERRED | $0 | 0.00% | 0 | -10 | -100.0% | -$196 | 清仓 |
| EDIT | EDITAS MEDICINE | $0 | 0.00% | 0 | -77 | -100.0% | -$170 | 清仓 |
| VTIP | VG SHT TERM INFLTN PROT'D ETF | $0 | 0.00% | 0 | -3 | -100.0% | -$148 | 清仓 |
| — | CAPITAL ONE 4.8pcnt PREFERRED | $0 | 0.00% | 0 | -8 | -100.0% | -$145 | 清仓 |
| DNUT | KRISPY KREME INC | $0 | 0.00% | 0 | -25 | -100.0% | -$106 | 清仓 |
| BW | BABCOCK & WILCOX ENTERPRISES INC | $0 | 0.00% | 0 | -1 | -100.0% | -$5 | 清仓 |
| — | YOURWAY CANNABIS BRANDS INC COM NPV | $0 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| — | RED WHITE & BLOOM BRANDS INC | $0 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| — | BRAXIA SCIENTIFIC CORP COM NPV | $0 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| — | TOUGHBUILT INDUSTRIES INC | $0 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | PERSHING SQUARE SPAR RTSRIGHTS EXP | $0 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | CANNABIST CO HLDG 27 WTFWARRANTS EXP 05/29/27 | $0 | 0.00% | 0 | -57,691 | -100.0% | — | 清仓 |
| — | CONTRA WALGREENS BOOTS | $0 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| — | CONTRA ABIOMED INC COM (NV) | $0 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | ZIMMER CORP | $0 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | Silvergate Capital Corp | $1 | 0.00% | 10 | 10 | — | $1 | 新建仓 |
| — | GENPREX INC | $2 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | CADRENAL THERAPEUTICS ORD | $5 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | BLINK CHARGING CO | $6 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CXM | SPRINKLR INC | $6 | 0.00% | 1 | 1 | — | $6 | 新建仓 |
| SOUN | SOUNDHOUND AI CL A ORD | $7 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| FRSH | FRESHWORKS INC-CL A | $8 | 0.00% | 1 | 1 | — | $8 | 新建仓 |
| PTON | PELOTON INTERACTIVE INC | $9 | 0.00% | 2 | 2 | — | $9 | 新建仓 |
| — | BAVARIAN NORDIC A/S | $10 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| EOSE | EOS ENERGY ENTERPRISES INC | $10 | 0.00% | 2 | 2 | — | $10 | 新建仓 |
| DV | DOUBLEVERIFY HOLDINGS INC | $10 | 0.00% | 1 | 1 | — | $10 | 新建仓 |
| PAYO | PAYONEER GLOBAL INC. COM USD0.0001 CL A | $10 | 0.00% | 2 | 2 | — | $10 | 新建仓 |
| TRIP | TRIPADVISOR | $11 | 0.00% | 1 | 1 | — | $11 | 新建仓 |
| AMBP | ARDAGH METAL PACKAGING SA | $12 | 0.00% | 3 | 3 | — | $12 | 新建仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HO | $12 | 0.00% | 2 | 2 | — | $12 | 新建仓 |
| CWK | CUSHMAN & WAKEFIELD LTD | $12 | 0.00% | 1 | 1 | — | $12 | 新建仓 |
| XRAY | DENTSPLY SIRONA INC COM | $12 | 0.00% | 1 | 1 | — | $12 | 新建仓 |
| NWBI | NORTHWEST BANCSHARES INC | $13 | 0.00% | 1 | 1 | — | $13 | 新建仓 |
| LYFT | LYFT INC | $13 | 0.00% | 1 | 1 | — | $13 | 新建仓 |
| S | SENTINELONE INC COM USD0.0001 CL A | $13 | 0.00% | 1 | 1 | — | $13 | 新建仓 |
| OPEN | OPENDOOR TECHNOLOGIES ORD | $14 | 0.00% | 3 | 3 | — | $14 | 新建仓 |
| UEC | URANIUM ENERGY CORP | $14 | 0.00% | 1 | 1 | — | $14 | 新建仓 |
| WEN | THE WENDY'S CO | $15 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| TALO | TALOS ENERGY INC COM USD0.01 | $16 | 0.00% | 1 | 1 | — | $16 | 新建仓 |
| FMC | FMC CORP | $17 | 0.00% | 1 | 1 | — | $17 | 新建仓 |
| — | GLOBAL BUSINESS TRAVEL GROUP INC COM USD0.00005 CL | $17 | 0.00% | 3 | 3 | — | $17 | 新建仓 |
| MSOS | ADVISORSHARES PURE US CANNABIS ETF | $18 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES GLBL CLEAN ENERGY ETF | $18 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| LFST | LIFESTANCE HEALTH GROUP INC | $19 | 0.00% | 3 | 3 | — | $19 | 新建仓 |
| DNLI | DENALI THERAPEUTICS INC | $19 | 0.00% | 1 | 1 | — | $19 | 新建仓 |
| CLVT | CLARIVATE ANALYTICS PLC ORDINARY SHARES | $20 | 0.00% | 8 | 8 | — | $20 | 新建仓 |
| MQ | MARQETA INC | $20 | 0.00% | 5 | 5 | — | $20 | 新建仓 |
| PRGO | PERRIGO CO PLC | $21 | 0.00% | 2 | 2 | — | $21 | 新建仓 |
| REYN | REYNOLDS CONSUMER PRODUCTS ORD | $21 | 0.00% | 1 | 1 | — | $21 | 新建仓 |
| DKNG | DRAFTKINGS | $22 | 0.00% | 1 | 1 | — | $22 | 新建仓 |
| RSI | RUSH STREET INTERACTIVE CL A ORD | $22 | 0.00% | 1 | 1 | — | $22 | 新建仓 |
| SPNT | SIRIUSPOINT LTD | $22 | 0.00% | 1 | 1 | — | $22 | 新建仓 |
| ACAD | ACADIA PHARMACEUTICALS INC | $22 | 0.00% | 1 | 1 | — | $22 | 新建仓 |
| DOCS | DOXIMITY INC-CLASS A | $23 | 0.00% | 1 | -124 | -99.2% | -$2,852 | 减仓 |
| OSCR | OSCAR HEALTH INC CL A | $23 | 0.00% | 2 | 2 | — | $23 | 新建仓 |
| WAY | WAYSTAR HOLDING CORP | $24 | 0.00% | 1 | 1 | — | $24 | 新建仓 |
| FLO | FLOWERS FOODS INC | $24 | 0.00% | 3 | 3 | — | $24 | 新建仓 |
| BOX | BOX INC | $24 | 0.00% | 1 | 1 | — | $24 | 新建仓 |
| PRM | PERIMETER SOLUTIONS INC. COM USD0.0001 | $24 | 0.00% | 1 | 1 | — | $24 | 新建仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $24 | 0.00% | 4 | 4 | — | $24 | 新建仓 |
| YELP | YELP INC CLASS A | $25 | 0.00% | 1 | 1 | — | $25 | 新建仓 |
| RHI | Robert Half International Inc | $25 | 0.00% | 1 | 1 | — | $25 | 新建仓 |
| — | REVIVE THERAPEUTICS LIMITED COM NPV | $26 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| ADMA | ADMA BIOLOGICS INC | $27 | 0.00% | 3 | 3 | — | $27 | 新建仓 |