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 |
|---|---|---|---|---|---|---|---|---|
| — | LANTERN PHARMA INC | $2,740 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| HRB | H&R BLOCK | $2,761 | 0.00% | 87 | 1 | 1.2% | $32 | 加仓 |
| — | MAIA BIOTECHNOLOGY INC COM USD0.0001 | $2,800 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES | $2,805 | 0.00% | 39 | 4 | 11.4% | $288 | 加仓 |
| QS | QUANTUMSCAPE CORP | $2,845 | 0.00% | 446 | 0 | 0.0% | — | 不变 |
| GERN | GERON CORP | $2,980 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| RDW | GENESIS PARK ACQUISTION CORP | $3,035 | 0.00% | 357 | -1,000 | -73.7% | -$8,501 | 减仓 |
| — | AVANTIS MODERATE ALLOCATION ETF | $3,116 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| XLU | SPDR - UTILITIES | $3,121 | 0.00% | 68 | -128 | -65.3% | -$5,875 | 减仓 |
| FNDF | SCHWAB FUNDAMNTL INTRNL EQT ETF | $3,132 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HOLDINGS ORD | $3,149 | 0.00% | 240 | -7 | -2.8% | -$92 | 减仓 |
| FNF | FIDELITY NATIONAL FINANCIAL | $3,248 | 0.00% | 70 | 5 | 7.7% | $232 | 加仓 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $3,285 | 0.00% | 17 | -1,178 | -98.6% | -$22.76万 | 减仓 |
| ALNY | ALNYLAM PHARMACEUTICALS | $3,309 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| LDOS | LEIDOS HOLDINGS INC | $3,421 | 0.00% | 22 | 3 | 15.8% | $466 | 加仓 |
| TIP | ISHARES TIPS BD ETF | $3,421 | 0.00% | 31 | 16 | 106.7% | $1,766 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $3,531 | 0.00% | 76 | -246 | -76.4% | -$1.14万 | 减仓 |
| RBLX | ROBLOX CORP | $3,563 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| XLB | THE MATERIALS SELECT SECTOR SPDR ETF | $3,648 | 0.00% | 73 | 39 | 114.7% | $1,949 | 加仓 |
| TTD | THE TRADE DESK | $3,676 | 0.00% | 162 | 1 | 0.6% | $23 | 加仓 |
| RITM | RITHM CAPITAL CORP | $3,678 | 0.00% | 388 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS | $3,688 | 0.00% | 273 | 25 | 10.1% | $338 | 加仓 |
| MSTR | Strategy Class A | $3,744 | 0.00% | 30 | 30 | — | $3,744 | 新建仓 |
| VEEV | VEEVA SYSTEMS | $3,865 | 0.00% | 22 | 1 | 4.8% | $176 | 加仓 |
| AUR | AURORA INNOVATION INC | $4,120 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MOTORS | $4,126 | 0.00% | 55 | 16 | 41.0% | $1,200 | 加仓 |
| DFIS | DIMENSIONAL INTERNATIONAL SMALL CAP ETF | $4,266 | 0.00% | 127 | -1 | -0.8% | -$34 | 减仓 |
| SOFI | SOFI TECHNOLOGIES | $4,446 | 0.00% | 280 | 20 | 7.7% | $318 | 加仓 |
| SLV | ISHARES SILVER TRUST | $4,497 | 0.00% | 66 | 66 | — | $4,497 | 新建仓 |
| MDB | MONGODB | $4,651 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| VCRB | VANGUARD CORE BOND ETF | $4,720 | 0.00% | 61 | 61 | — | $4,720 | 新建仓 |
| VONG | VG RUSSELL 1000 GROWTH ETF | $4,826 | 0.00% | 44 | 44 | — | $4,826 | 新建仓 |
| EXC | EXELON CORP | $4,902 | 0.00% | 100 | 7 | 7.5% | $343 | 加仓 |
| — | DRAGANFLY INC. COM NPV (POST REV SPLIT) | $4,910 | 0.00% | 1,000 | 1,000 | — | $4,910 | 新建仓 |
| FAN | FIRST TRUST GLBL WIND ETF | $4,948 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| LMBS | FIRST TRUST LOW DURTN OPPOS ETF | $4,981 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES BIOTECH | $5,066 | 0.00% | 30 | -57 | -65.5% | -$9,625 | 减仓 |
| WFC | WELLS FARGO | $5,175 | 0.00% | 65 | 65 | — | $5,175 | 新建仓 |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $5,193 | 0.00% | 100 | -577 | -85.2% | -$3.00万 | 减仓 |
| XLE | THE ENERGY SELECT SECTOR SPDR ETF | $5,268 | 0.00% | 86 | -214 | -71.3% | -$1.31万 | 减仓 |
| MCD | MCDONALDS | $5,283 | 0.00% | 17 | -25 | -59.5% | -$7,769 | 减仓 |
| VONV | VANGUARD RUSSELL 1000 VALUE ETF | $5,437 | 0.00% | 58 | 58 | — | $5,437 | 新建仓 |
| IMMR | IMMERSION CORP | $5,460 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $5,531 | 0.00% | 21 | 2 | 10.5% | $527 | 加仓 |
| SBUX | STARBUCKS | $5,540 | 0.00% | 62 | 4 | 6.9% | $357 | 加仓 |
| — | SAFE BULKERS | $5,590 | 0.00% | 215 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA OYJ | $5,628 | 0.00% | 700 | 700 | — | $5,628 | 新建仓 |
| VYM | VANGUARD HIGH DIV'D YD ETF | $6,046 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC | $6,403 | 0.00% | 24 | 2 | 9.1% | $534 | 加仓 |
| LYV | LIVE NATION | $6,558 | 0.00% | 43 | 1 | 2.4% | $153 | 加仓 |
| MET | METLIFE INC | $6,560 | 0.00% | 93 | 5 | 5.7% | $353 | 加仓 |
| — | CANNABIST COMPANY HOLDING | $6,812 | 0.00% | 234,090 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL | $6,915 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| ACHR | ARCHER AVIATION CL A | $6,974 | 0.00% | 1,349 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA LLC COM | $6,983 | 0.00% | 8 | -3 | -27.3% | -$2,619 | 减仓 |
| INTC | INTEL CORP | $7,105 | 0.00% | 161 | 25 | 18.4% | $1,103 | 加仓 |
| RRX | REGAL REXNORD CORP | $7,116 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| VCIT | VG INTERM CORP BOND ETF | $7,613 | 0.00% | 92 | 31 | 50.8% | $2,565 | 加仓 |
| HIMX | HIMAX TECHNOLOGIES INC | $7,870 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| OFRM | ONCE UPON A FARM PBC | $7,881 | 0.00% | 482 | 482 | — | $7,881 | 新建仓 |
| NEXT | NEXTDECADE CORP | $8,022 | 0.00% | 1,003 | 3 | 0.3% | $24 | 加仓 |
| SYK | STRYKER CORP COM | $8,215 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST | $8,240 | 0.00% | 287 | 19 | 7.1% | $546 | 加仓 |
| — | CVD EQUIPTMENT CORP | $8,280 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| FDN | FIRST TRUST DOW JONES INTERNET ETF | $8,425 | 0.00% | 36 | -67 | -65.0% | -$1.57万 | 减仓 |
| — | BANK AMERICA 5.375pcnt PFD | $8,444 | 0.00% | 390 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS | $8,472 | 0.00% | 69 | -96 | -58.2% | -$1.18万 | 减仓 |
| CVX | CHEVRONTEXACO | $8,483 | 0.00% | 41 | 6 | 17.1% | $1,241 | 加仓 |
| GE | GENERAL ELECTRIC | $8,513 | 0.00% | 30 | -16 | -34.8% | -$4,540 | 减仓 |
| XLV | SPDR - HEALTH CARE ETF | $8,650 | 0.00% | 59 | -94 | -61.4% | -$1.38万 | 减仓 |
| IRM | IRON MOUNTAIN | $8,767 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS | $8,818 | 0.00% | 55 | 1 | 1.9% | $160 | 加仓 |
| MTB | M&T BANK | $8,889 | 0.00% | 43 | 2 | 4.9% | $413 | 加仓 |
| CEG | CONSTELLATION ENERGY | $8,936 | 0.00% | 32 | 1 | 3.2% | $279 | 加仓 |
| VKTX | Viking Therapeutics Inc | $9,079 | 0.00% | 279 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP | $9,362 | 0.00% | 35 | -115 | -76.7% | -$3.08万 | 减仓 |
| AMGN | AMGEN INC | $9,852 | 0.00% | 28 | 3 | 12.0% | $1,056 | 加仓 |
| COF | CAPITAL ONE FINANCIAL CORP | $1.02万 | 0.00% | 56 | 1 | 1.8% | $183 | 加仓 |
| MTN | VAIL RESORTS INC | $1.04万 | 0.00% | 81 | 81 | — | $1.04万 | 新建仓 |
| ACN | ACCENTURE LTD ORD | $1.05万 | 0.00% | 53 | 53 | — | $1.05万 | 新建仓 |
| AXON | AXON ENTERPRISE | $1.06万 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | SIGA TECHNOLOGIES INC | $1.07万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| — | L OREAL SA | $1.11万 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| XLP | SPDR - CONSUMER ETF | $1.11万 | 0.00% | 135 | 70 | 107.7% | $5,738 | 加仓 |
| BAI | ISHARES A.I. INNOVATION AND TECH ACT ETF | $1.12万 | 0.00% | 341 | 0 | 0.0% | — | 不变 |
| FSK | FS KKR CAPITAL CORP COM | $1.17万 | 0.00% | 1,145 | 0 | 0.0% | — | 不变 |
| KOF | COCA-COLA FEMSA SAB de CV | $1.17万 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $1.18万 | 0.00% | 87 | 9 | 11.5% | $1,224 | 加仓 |
| SHOP | SHOPIFY | $1.19万 | 0.00% | 100 | -60 | -37.5% | -$7,117 | 减仓 |
| NDAQ | NASDAQ INC | $1.19万 | 0.00% | 140 | 5 | 3.7% | $424 | 加仓 |
| VFH | VANGUARD FINANCIAL ETF | $1.20万 | 0.00% | 99 | 43 | 76.8% | $5,195 | 加仓 |
| SAIC | SCIENCE APPLICATIONS INTERNATIONAL CORP | $1.22万 | 0.00% | 129 | 1 | 0.8% | $95 | 加仓 |
| BKNG | BOOKING HOLDINGS | $1.26万 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD COM | $1.27万 | 0.00% | 39 | 2 | 5.4% | $652 | 加仓 |
| CHRW | C.H. ROBINSON WORLDWIDE INC | $1.28万 | 0.00% | 77 | 3 | 4.1% | $498 | 加仓 |
| VSS | VG WORLD EX-US SMALL CAP ETF | $1.28万 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES S&P SM CAP VAL ETF | $1.31万 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| XLC | THE COMM SVCS SEL SECT SPDR ETF | $1.33万 | 0.00% | 120 | -188 | -61.0% | -$2.08万 | 减仓 |
| DIS | WALT DISNEY | $1.37万 | 0.00% | 142 | -81 | -36.3% | -$7,798 | 减仓 |
| SCHB | SCHWAB US BROAD MARKET ETF | $1.42万 | 0.00% | 567 | 0 | 0.0% | — | 不变 |