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 |
|---|---|---|---|---|---|---|---|---|
| — | HONEYWELL INTL | $904 | 0.00% | 4 | 4 | — | $904 | 新建仓 |
| PSX | PHILLIPS 66 COM | $911 | 0.00% | 5 | 5 | — | $911 | 新建仓 |
| SW | SMURFIT WESTROCK PLC COM USD0.001 | $917 | 0.00% | 23 | 8 | 53.3% | $319 | 加仓 |
| FERG | FERGUSON PLC | $933 | 0.00% | 4 | 4 | — | $933 | 新建仓 |
| FNDA | SCHWAB FUNDAMNTL US SML COM ETF | $940 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| KR | The Kroger Co | $941 | 0.00% | 13 | 13 | — | $941 | 新建仓 |
| — | CENCORA INC | $942 | 0.00% | 3 | 3 | — | $942 | 新建仓 |
| TPL | TEXAS PACIFIC LAND CORP | $949 | 0.00% | 2 | 2 | — | $949 | 新建仓 |
| NKE | NIKE INC | $953 | 0.00% | 18 | -285 | -94.1% | -$1.51万 | 减仓 |
| COHR | COHERENT CORP | $953 | 0.00% | 4 | 4 | — | $953 | 新建仓 |
| PFE | PFIZER | $959 | 0.00% | 34 | -1,603 | -97.9% | -$4.52万 | 减仓 |
| CMG | CHIPOTLE MEXI GRILL | $960 | 0.00% | 30 | 26 | 650.0% | $832 | 加仓 |
| BLK | BLACKROCK INC COM | $962 | 0.00% | 1 | 1 | — | $962 | 新建仓 |
| RTX | RAYTHEON TECHNOLOGIES | $965 | 0.00% | 5 | 5 | — | $965 | 新建仓 |
| AON | AON PLC | $968 | 0.00% | 3 | 3 | — | $968 | 新建仓 |
| BMY | BRISTOL MYERS SQUIBB | $970 | 0.00% | 16 | 4 | 33.3% | $242 | 加仓 |
| HOOD | ROBINHOOD MARKETS INC CLASS A | $970 | 0.00% | 14 | 14 | — | $970 | 新建仓 |
| NEM | NEWMONT CORP | $974 | 0.00% | 9 | -3 | -25.0% | -$325 | 减仓 |
| TGT | TARGET CORP COM | $975 | 0.00% | 8 | 6 | 300.0% | $731 | 加仓 |
| VLO | VALERO ENERGY CORP | $988 | 0.00% | 4 | 4 | — | $988 | 新建仓 |
| SFM | SPROUTS FARMERS MARKET INC | $1,003 | 0.00% | 13 | 13 | — | $1,003 | 新建仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $1,028 | 0.00% | 19 | 1 | 5.6% | $54 | 加仓 |
| TOST | TOAST INC | $1,060 | 0.00% | 40 | 1 | 2.6% | $26 | 加仓 |
| — | SCHWAB US LG-CAP VALUE INDEX | $1,067 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY | $1,068 | 0.00% | 9 | 9 | — | $1,068 | 新建仓 |
| CMI | CUMMINS INC | $1,076 | 0.00% | 2 | 2 | — | $1,076 | 新建仓 |
| PATH | UIPATH INC | $1,088 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| GWW | W.W. GRAINGER INC | $1,091 | 0.00% | 1 | 1 | — | $1,091 | 新建仓 |
| PWR | Quanta Services Inc | $1,098 | 0.00% | 2 | 2 | — | $1,098 | 新建仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $1,109 | 0.00% | 12 | 12 | — | $1,109 | 新建仓 |
| IDXX | IDEXX LABORATORIES INC | $1,124 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| C | CITI | $1,134 | 0.00% | 10 | -983 | -99.0% | -$11.15万 | 减仓 |
| WM | WASTE MANAGEMENT | $1,149 | 0.00% | 5 | -36 | -87.8% | -$8,273 | 减仓 |
| BAM | BROOKFIELD ASSET MANAGEMENT LTD | $1,156 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| EOG | EOG RESOURCES INC COM | $1,157 | 0.00% | 8 | 8 | — | $1,157 | 新建仓 |
| TDG | TRANSDIGM GROUP INC | $1,159 | 0.00% | 1 | 1 | — | $1,159 | 新建仓 |
| ONON | ON HOLDING CL A ORD | $1,191 | 0.00% | 35 | -214 | -85.9% | -$7,282 | 减仓 |
| FSLY | FASTLY | $1,191 | 0.00% | 41 | -1 | -2.4% | -$29 | 减仓 |
| UA | UNDER ARMOUR CLASS C | $1,193 | 0.00% | 206 | 5 | 2.5% | $29 | 加仓 |
| APP | APPLOVIN CORP | $1,194 | 0.00% | 3 | 3 | — | $1,194 | 新建仓 |
| UAA | UNDER ARMOUR CLASS A | $1,206 | 0.00% | 204 | 4 | 2.0% | $24 | 加仓 |
| MPC | MARATHON PETROLEUM | $1,221 | 0.00% | 5 | 5 | — | $1,221 | 新建仓 |
| PYPL | PAYPAL HOLDINGS | $1,226 | 0.00% | 27 | -182 | -87.1% | -$8,264 | 减仓 |
| LPX | LOUISIANA-PACIFIC CORP | $1,237 | 0.00% | 17 | 2 | 13.3% | $146 | 加仓 |
| NET | CLOUDFLARE INC | $1,238 | 0.00% | 6 | 6 | — | $1,238 | 新建仓 |
| MTD | METTLER-TOLEDO INTERNATIONAL INC | $1,261 | 0.00% | 1 | 1 | — | $1,261 | 新建仓 |
| PCY | POWERSHARES EMERGING MKTS S OV DEB PORT | $1,275 | 0.00% | 61 | 45 | 281.2% | $941 | 加仓 |
| ROST | ROSS STORES INC | $1,300 | 0.00% | 6 | 6 | — | $1,300 | 新建仓 |
| CRM | SALESFORCE | $1,318 | 0.00% | 7 | 2 | 40.0% | $377 | 加仓 |
| ASML | ASML HOLDING NV | $1,321 | 0.00% | 1 | 1 | — | $1,321 | 新建仓 |
| AMAT | APPLIED MATERIALS INC | $1,367 | 0.00% | 4 | 4 | — | $1,367 | 新建仓 |
| FIX | COMFORT SYSTEMS USA INC | $1,379 | 0.00% | 1 | 1 | — | $1,379 | 新建仓 |
| CAT | CATERPILLAR | $1,417 | 0.00% | 2 | 2 | — | $1,417 | 新建仓 |
| TEAM | ATLASSIAN | $1,433 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| TRV | THE TRAVELERS COMPANIES INC | $1,458 | 0.00% | 5 | 5 | — | $1,458 | 新建仓 |
| KLAC | KLA CORP | $1,472 | 0.00% | 1 | 1 | — | $1,472 | 新建仓 |
| GH | GUARDANT HEALTH | $1,478 | 0.00% | 16 | 2 | 14.3% | $185 | 加仓 |
| LIN | Linde plc | $1,487 | 0.00% | 3 | 3 | — | $1,487 | 新建仓 |
| BE | BLOOM ENERGY CORP CLASS A | $1,490 | 0.00% | 11 | 11 | — | $1,490 | 新建仓 |
| GILD | GILEAD SCIENCES INC COM | $1,533 | 0.00% | 11 | 11 | — | $1,533 | 新建仓 |
| OKE | ONEOK | $1,537 | 0.00% | 17 | 7 | 70.0% | $633 | 加仓 |
| FNDX | SCHWAB FUNDMNTL US LARGECOM ETF | $1,587 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| HYLB | XTRACKERS USD HIGH YIELD CORP BD ETF | $1,591 | 0.00% | 44 | 23 | 109.5% | $832 | 加仓 |
| WDC | WESTERN DIGITAL | $1,623 | 0.00% | 6 | 6 | — | $1,623 | 新建仓 |
| GMED | GLOBUS MEDICAL | $1,637 | 0.00% | 19 | 2 | 11.8% | $172 | 加仓 |
| JOBY | JOBY AVIATION INC | $1,652 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC | $1,653 | 0.00% | 14 | 1 | 7.7% | $118 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG | $1,690 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS | $1,693 | 0.00% | 2 | 2 | — | $1,693 | 新建仓 |
| VTWO | VANGUARD RUSSELL 2000 ETF | $1,703 | 0.00% | 17 | 17 | — | $1,703 | 新建仓 |
| EBAY | EBAY | $1,733 | 0.00% | 19 | 19 | — | $1,733 | 新建仓 |
| ASTS | AST SPACEMOBILE CL A ORD | $1,740 | 0.00% | 21 | 1 | 5.0% | $83 | 加仓 |
| PLD | PROLOGIS | $1,746 | 0.00% | 13 | 13 | — | $1,746 | 新建仓 |
| VSGX | VANGUARD ESG INT'L STOCK ETF | $1,793 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | CITIUS PHARMACEUTICALS INC | $1,800 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| — | NANOVIRICIDES INC | $1,824 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | $1,907 | 0.00% | 22 | -1,021 | -97.9% | -$8.85万 | 减仓 |
| KIE | SPDR S&P INSURANCE ETF | $1,925 | 0.00% | 35 | -65 | -65.0% | -$3,575 | 减仓 |
| DUK | DUKE ENERGY CORP COM | $1,964 | 0.00% | 15 | -2 | -11.8% | -$262 | 减仓 |
| OKTA | OKTA | $1,968 | 0.00% | 25 | -75 | -75.0% | -$5,904 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE | $1,975 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SYM | SYMBOTIC INC | $2,128 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| MRP | MILLROSE PROPERTIES INCWHEN ISSUED | $2,212 | 0.00% | 79 | 79 | — | $2,212 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS | $2,233 | 0.00% | 5 | 1 | 25.0% | $447 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $2,257 | 0.00% | 9 | 4 | 80.0% | $1,003 | 加仓 |
| TREX | TREX | $2,258 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD EXTENDED MKT ETF | $2,264 | 0.00% | 11 | 11 | — | $2,264 | 新建仓 |
| VGIT | VG INTERM TERM TRS ETF | $2,277 | 0.00% | 38 | -12 | -24.0% | -$719 | 减仓 |
| F | FORD MOTOR | $2,320 | 0.00% | 201 | 0 | 0.0% | — | 不变 |
| XLRE | THE REAL ESTATE SELECT SECTOR SPDR | $2,327 | 0.00% | 57 | -105 | -64.8% | -$4,287 | 减仓 |
| MRNA | MODERNA | $2,337 | 0.00% | 46 | 2 | 4.5% | $102 | 加仓 |
| CRWD | CROWDSTRIKE HOLDINGS | $2,342 | 0.00% | 6 | -26 | -81.2% | -$1.01万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $2,350 | 0.00% | 11 | 11 | — | $2,350 | 新建仓 |
| — | ROLLS-ROYCE HOLDINGS PLC | $2,412 | 0.00% | 161 | 0 | 0.0% | — | 不变 |
| T | AT&T CORP | $2,437 | 0.00% | 84 | 42 | 100.0% | $1,218 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC | $2,458 | 0.00% | 5 | 2 | 66.7% | $983 | 加仓 |
| ROKU | ROKU | $2,460 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| — | FIDELITY ETHEREUM FUND | $2,652 | 0.00% | 127 | 127 | — | $2,652 | 新建仓 |
| — | ISHARES ETHEREUM TRUST ETF | $2,659 | 0.00% | 168 | 0 | 0.0% | — | 不变 |
| BIDU | BAIDU INC | $2,674 | 0.00% | 24 | 0 | 0.0% | — | 不变 |