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 |
|---|---|---|---|---|---|---|---|---|
| CELH | CELSIUS HOLDING INC | $0 | 0.00% | 0 | -1 | -100.0% | -$35 | 清仓 |
| OII | OCEANEERING INTERNATIONAL INC | $0 | 0.00% | 0 | -1 | -100.0% | -$35 | 清仓 |
| CARG | CARGURUS INCO | $0 | 0.00% | 0 | -1 | -100.0% | -$34 | 清仓 |
| CPER | UNITED STATES COPPER INDEX | $0 | 0.00% | 0 | -1 | -100.0% | -$34 | 清仓 |
| VVV | VALVOLINE INC | $0 | 0.00% | 0 | -1 | -100.0% | -$34 | 清仓 |
| SHOO | STEVEN MADDEN LTD | $0 | 0.00% | 0 | -1 | -100.0% | -$34 | 清仓 |
| TOWN | TOWNE BANK | $0 | 0.00% | 0 | -1 | -100.0% | -$34 | 清仓 |
| HNI | HNI CORP | $0 | 0.00% | 0 | -1 | -100.0% | -$33 | 清仓 |
| ADT | ADT INC | $0 | 0.00% | 0 | -5 | -100.0% | -$33 | 清仓 |
| FIBK | FIRST INTERSTATE BANCSYSTEM INC | $0 | 0.00% | 0 | -1 | -100.0% | -$33 | 清仓 |
| CENTA | CENTRAL GARDEN & PET CO | $0 | 0.00% | 0 | -1 | -100.0% | -$32 | 清仓 |
| PACS | PACS GROUP INC | $0 | 0.00% | 0 | -1 | -100.0% | -$32 | 清仓 |
| IOT | SAMSARA INC | $0 | 0.00% | 0 | -1 | -100.0% | -$32 | 清仓 |
| KMPR | KEMPER CORP | $0 | 0.00% | 0 | -1 | -100.0% | -$31 | 清仓 |
| GPK | GRAPHIC PACKAGING HOLDING CO | $0 | 0.00% | 0 | -3 | -100.0% | -$30 | 清仓 |
| SBCF | SEACOAST BANKING CORP OF FLORIDA | $0 | 0.00% | 0 | -1 | -100.0% | -$30 | 清仓 |
| TTEK | TETRA TECH INC | $0 | 0.00% | 0 | -1 | -100.0% | -$30 | 清仓 |
| NOG | NORTHERN OIL & GAS INC | $0 | 0.00% | 0 | -1 | -100.0% | -$29 | 清仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $0 | 0.00% | 0 | -1 | -100.0% | -$28 | 清仓 |
| ADMA | ADMA BIOLOGICS INC | $0 | 0.00% | 0 | -3 | -100.0% | -$27 | 清仓 |
| RAMP | LIVERAMP HOLDINGS INC | $0 | 0.00% | 0 | -1 | -100.0% | -$27 | 清仓 |
| BF/A | BROWN-FORMAN CORP | $0 | 0.00% | 0 | -1 | -100.0% | -$27 | 清仓 |
| — | REVIVE THERAPEUTICS LIMITED COM NPV | $0 | 0.00% | 0 | -1,000 | -100.0% | -$26 | 清仓 |
| RHI | Robert Half International Inc | $0 | 0.00% | 0 | -1 | -100.0% | -$25 | 清仓 |
| YELP | YELP INC CLASS A | $0 | 0.00% | 0 | -1 | -100.0% | -$25 | 清仓 |
| WAY | WAYSTAR HOLDING CORP | $0 | 0.00% | 0 | -1 | -100.0% | -$24 | 清仓 |
| BOX | BOX INC | $0 | 0.00% | 0 | -1 | -100.0% | -$24 | 清仓 |
| PRM | PERIMETER SOLUTIONS INC. COM USD0.0001 | $0 | 0.00% | 0 | -1 | -100.0% | -$24 | 清仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $0 | 0.00% | 0 | -4 | -100.0% | -$24 | 清仓 |
| FLO | FLOWERS FOODS INC | $0 | 0.00% | 0 | -3 | -100.0% | -$24 | 清仓 |
| DOCS | DOXIMITY INC-CLASS A | $0 | 0.00% | 0 | -1 | -100.0% | -$23 | 清仓 |
| OSCR | OSCAR HEALTH INC CL A | $0 | 0.00% | 0 | -2 | -100.0% | -$23 | 清仓 |
| SPNT | SIRIUSPOINT LTD | $0 | 0.00% | 0 | -1 | -100.0% | -$22 | 清仓 |
| RSI | RUSH STREET INTERACTIVE CL A ORD | $0 | 0.00% | 0 | -1 | -100.0% | -$22 | 清仓 |
| DKNG | DRAFTKINGS | $0 | 0.00% | 0 | -1 | -100.0% | -$22 | 清仓 |
| ACAD | ACADIA PHARMACEUTICALS INC | $0 | 0.00% | 0 | -1 | -100.0% | -$22 | 清仓 |
| REYN | REYNOLDS CONSUMER PRODUCTS ORD | $0 | 0.00% | 0 | -1 | -100.0% | -$21 | 清仓 |
| PRGO | PERRIGO CO PLC | $0 | 0.00% | 0 | -2 | -100.0% | -$21 | 清仓 |
| MQ | MARQETA INC | $0 | 0.00% | 0 | -5 | -100.0% | -$20 | 清仓 |
| CLVT | CLARIVATE ANALYTICS PLC ORDINARY SHARES | $0 | 0.00% | 0 | -8 | -100.0% | -$20 | 清仓 |
| LFST | LIFESTANCE HEALTH GROUP INC | $0 | 0.00% | 0 | -3 | -100.0% | -$19 | 清仓 |
| DNLI | DENALI THERAPEUTICS INC | $0 | 0.00% | 0 | -1 | -100.0% | -$19 | 清仓 |
| ICLN | ISHARES GLBL CLEAN ENERGY ETF | $0 | 0.00% | 0 | -1 | -100.0% | -$18 | 清仓 |
| MSOS | ADVISORSHARES PURE US CANNABIS ETF | $0 | 0.00% | 0 | -5 | -100.0% | -$18 | 清仓 |
| — | GLOBAL BUSINESS TRAVEL GROUP INC COM USD0.00005 CL | $0 | 0.00% | 0 | -3 | -100.0% | -$17 | 清仓 |
| FMC | FMC CORP | $0 | 0.00% | 0 | -1 | -100.0% | -$17 | 清仓 |
| TALO | TALOS ENERGY INC COM USD0.01 | $0 | 0.00% | 0 | -1 | -100.0% | -$16 | 清仓 |
| WEN | THE WENDY'S CO | $0 | 0.00% | 0 | -2 | -100.0% | -$15 | 清仓 |
| UEC | URANIUM ENERGY CORP | $0 | 0.00% | 0 | -1 | -100.0% | -$14 | 清仓 |
| OPEN | OPENDOOR TECHNOLOGIES ORD | $0 | 0.00% | 0 | -3 | -100.0% | -$14 | 清仓 |
| LYFT | LYFT INC | $0 | 0.00% | 0 | -1 | -100.0% | -$13 | 清仓 |
| NWBI | NORTHWEST BANCSHARES INC | $0 | 0.00% | 0 | -1 | -100.0% | -$13 | 清仓 |
| S | SENTINELONE INC COM USD0.0001 CL A | $0 | 0.00% | 0 | -1 | -100.0% | -$13 | 清仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HO | $0 | 0.00% | 0 | -2 | -100.0% | -$12 | 清仓 |
| XRAY | DENTSPLY SIRONA INC COM | $0 | 0.00% | 0 | -1 | -100.0% | -$12 | 清仓 |
| CWK | CUSHMAN & WAKEFIELD LTD | $0 | 0.00% | 0 | -1 | -100.0% | -$12 | 清仓 |
| AMBP | ARDAGH METAL PACKAGING SA | $0 | 0.00% | 0 | -3 | -100.0% | -$12 | 清仓 |
| TRIP | TRIPADVISOR | $0 | 0.00% | 0 | -1 | -100.0% | -$11 | 清仓 |
| DV | DOUBLEVERIFY HOLDINGS INC | $0 | 0.00% | 0 | -1 | -100.0% | -$10 | 清仓 |
| EOSE | EOS ENERGY ENTERPRISES INC | $0 | 0.00% | 0 | -2 | -100.0% | -$10 | 清仓 |
| PAYO | PAYONEER GLOBAL INC. COM USD0.0001 CL A | $0 | 0.00% | 0 | -2 | -100.0% | -$10 | 清仓 |
| — | BAVARIAN NORDIC A/S | $0 | 0.00% | 0 | -1 | -100.0% | -$10 | 清仓 |
| PTON | PELOTON INTERACTIVE INC | $0 | 0.00% | 0 | -2 | -100.0% | -$9 | 清仓 |
| FRSH | FRESHWORKS INC-CL A | $0 | 0.00% | 0 | -1 | -100.0% | -$8 | 清仓 |
| SOUN | SOUNDHOUND AI CL A ORD | $0 | 0.00% | 0 | -1 | -100.0% | -$7 | 清仓 |
| — | BLINK CHARGING CO | $0 | 0.00% | 0 | -10 | -100.0% | -$6 | 清仓 |
| CXM | SPRINKLR INC | $0 | 0.00% | 0 | -1 | -100.0% | -$6 | 清仓 |
| — | CADRENAL THERAPEUTICS ORD | $0 | 0.00% | 0 | -1 | -100.0% | -$5 | 清仓 |
| — | GENPREX INC | $0 | 0.00% | 0 | -1 | -100.0% | -$2 | 清仓 |
| — | Silvergate Capital Corp | $0 | 0.00% | 0 | -10 | -100.0% | -$1 | 清仓 |
| — | YOURWAY CANNABIS BRANDS INC COM NPV | $0 | 0.00% | 0 | -1,000 | -100.0% | — | 清仓 |
| — | RED WHITE & BLOOM BRANDS INC | $0 | 0.00% | 0 | -500 | -100.0% | — | 清仓 |
| — | BRAXIA SCIENTIFIC CORP COM NPV | $0 | 0.00% | 0 | -1,000 | -100.0% | — | 清仓 |
| — | PERSHING SQUARE SPAR RTSRIGHTS EXP | $0 | 0.00% | 0 | -6 | -100.0% | — | 清仓 |
| — | CONTRA ABIOMED INC COM (NV) | $0 | 0.00% | 0 | -10 | -100.0% | — | 清仓 |
| — | CONTRA WALGREENS BOOTS | $0 | 0.00% | 0 | -31 | -100.0% | — | 清仓 |
| — | TOUGHBUILT INDUSTRIES INC | $0 | 0.00% | 0 | -1 | -100.0% | — | 清仓 |
| — | ZIMMER CORP | $0 | 0.00% | 0 | -100 | -100.0% | — | 清仓 |
| VOE | VANGUARD MIDCAP VALUE ETF | $20.27万 | 0.06% | 1,026 | -255 | -19.9% | -$5.04万 | 减仓 |
| SCZ | ISHARES EAFE SMALL CAP ETF | $20.75万 | 0.06% | 2,522 | 0 | 0.0% | — | 不变 |
| UNP | UNION PACIFIC | $20.75万 | 0.06% | 763 | 0 | 0.0% | — | 不变 |
| AN | AUTONATION | $21.57万 | 0.07% | 1,161 | 0 | 0.0% | — | 不变 |
| DIHP | DFA INT'L HIGH PROFIT ETF | $21.77万 | 0.07% | 6,379 | -125 | -1.9% | -$4,266 | 减仓 |
| AVSU | AVANTIS RESPONSIBL US EQUITY ETF | $22.82万 | 0.07% | 2,578 | 2 | 0.1% | $177 | 加仓 |
| VUSB | VG ULTRA-SHORT BOND ETF | $24.58万 | 0.08% | 4,938 | 0 | 0.0% | — | 不变 |
| DFSU | DFA US SUSTAINABLTY CORE 1 ETF | $25.14万 | 0.08% | 5,392 | 12 | 0.2% | $560 | 加仓 |
| AVRE | AVANTIS REAL ESTATE ETF | $28.07万 | 0.09% | 5,924 | 21 | 0.4% | $995 | 加仓 |
| SCHF | SCHWAB INT'L EQUITY ETF | $30.54万 | 0.09% | 11,026 | 118 | 1.1% | $3,269 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $30.69万 | 0.10% | 3,178 | 1,266 | 66.2% | $12.23万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $32.97万 | 0.10% | 480 | 0 | 0.0% | — | 不变 |
| SCHP | SCHWAB US TIPS ETF | $34.12万 | 0.11% | 12,877 | -661 | -4.9% | -$1.75万 | 减仓 |
| V | VISA | $34.24万 | 0.11% | 998 | 3 | 0.3% | $1,029 | 加仓 |
| AVGO | BROADCOM | $35.60万 | 0.11% | 943 | 892 | 1,749.0% | $33.68万 | 加仓 |
| IBM | IBM | $38.08万 | 0.12% | 1,354 | -4 | -0.3% | -$1,125 | 减仓 |
| SCHA | SCHWAB US SMALL CAP IDX ETF | $39.55万 | 0.12% | 10,947 | -109 | -1.0% | -$3,938 | 减仓 |
| AVSE | AVANTIS RESPONSIBLE EMER MRK EQY ETF | $41.64万 | 0.13% | 5,088 | -88 | -1.7% | -$7,202 | 减仓 |
| QQQ | POWERSHARES | $43.28万 | 0.13% | 588 | 16 | 2.8% | $1.18万 | 加仓 |
| — | DFA US HIGH PROFITABILITY ETF | $44.88万 | 0.14% | 10,755 | -151 | -1.4% | -$6,301 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY | $44.99万 | 0.14% | 899 | 19 | 2.2% | $9,507 | 加仓 |
| GOOGL | GOOGLE CLASS A | $45.31万 | 0.14% | 1,268 | 43 | 3.5% | $1.54万 | 加仓 |