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 |
|---|---|---|---|---|---|---|---|---|
| CI | CIGNA CORP | $10.38万 | 0.04% | 389 | 3 | 0.8% | $800 | 加仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $10.49万 | 0.04% | 1,099 | 1,094 | 21,880.0% | $10.44万 | 加仓 |
| BSV | VG SHORT TERM BOND ETF | $11.31万 | 0.04% | 1,442 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD | $11.44万 | 0.04% | 229 | 4 | 1.8% | $1,999 | 加仓 |
| DFSI | DFA INTL SUS CORE 1 ETF | $11.90万 | 0.04% | 2,806 | -49 | -1.7% | -$2,078 | 减仓 |
| TSLA | TESLA INC | $12.86万 | 0.04% | 346 | -26 | -7.0% | -$9,666 | 减仓 |
| VV | VANGUARD LRG CAP ETF | $13.33万 | 0.05% | 446 | 0 | 0.0% | — | 不变 |
| MGV | VANGUARD MEGA CAP VALUE ETF | $13.48万 | 0.05% | 930 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES MIDCAP 400 ETF | $13.62万 | 0.05% | 2,017 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $13.78万 | 0.05% | 408 | 8 | 2.0% | $2,703 | 加仓 |
| TFC | TRUIST FINANCIAL CORP | $13.91万 | 0.05% | 3,026 | 4 | 0.1% | $184 | 加仓 |
| JPM | JP MORGAN | $14.11万 | 0.05% | 480 | 21 | 4.6% | $6,172 | 加仓 |
| VEA | VANGUARD EUROPE/PACIFIC ETF | $14.22万 | 0.05% | 2,219 | -23 | -1.0% | -$1,474 | 减仓 |
| ACGL | ARCH CAPITAL GROUP | $14.32万 | 0.05% | 1,492 | 5 | 0.3% | $480 | 加仓 |
| ONEQ | FIDELITY NASDAQ COMPOSITE ETF | $14.77万 | 0.05% | 1,740 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD SMALL CAP VAL ETF | $15.34万 | 0.05% | 706 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $15.39万 | 0.05% | 1,046 | 8 | 0.8% | $1,177 | 加仓 |
| IWB | ISHARES RUSSELL 1000 | $16.15万 | 0.06% | 453 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES MSCI USA QUALITY ETF | $16.81万 | 0.06% | 876 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES CORE S&P VALUE ETF | $17.12万 | 0.06% | 1,674 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $17.31万 | 0.06% | 1,912 | -327 | -14.6% | -$2.96万 | 减仓 |
| UNP | UNION PACIFIC | $18.51万 | 0.06% | 763 | 5 | 0.7% | $1,213 | 加仓 |
| ORLY | O'REILLY AUTOMOTIVE INC COM | $18.60万 | 0.06% | 2,015 | 5 | 0.2% | $462 | 加仓 |
| AVSU | AVANTIS RESPONSIBL US EQUITY ETF | $19.04万 | 0.07% | 2,576 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES EAFE SMALL CAP ETF | $19.77万 | 0.07% | 2,522 | 0 | 0.0% | — | 不变 |
| MGC | VANGUARD MEGA CAP ETF | $20.82万 | 0.07% | 881 | -20 | -2.2% | -$4,727 | 减仓 |
| DIHP | DFA INT'L HIGH PROFIT ETF | $20.96万 | 0.07% | 6,504 | 0 | 0.0% | — | 不变 |
| DFSU | DFA US SUSTAINABLTY CORE 1 ETF | $22.11万 | 0.08% | 5,380 | 0 | 0.0% | — | 不变 |
| AN | AUTONATION | $22.67万 | 0.08% | 1,161 | 1 | 0.1% | $195 | 加仓 |
| VTV | VANGUARD US VALUE ETF | $22.90万 | 0.08% | 1,167 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD MIDCAP VALUE ETF | $23.61万 | 0.08% | 1,281 | 0 | 0.0% | — | 不变 |
| VUSB | VG ULTRA-SHORT BOND ETF | $24.58万 | 0.08% | 4,938 | 0 | 0.0% | — | 不变 |
| AVRE | AVANTIS REAL ESTATE ETF | $25.98万 | 0.09% | 5,903 | 0 | 0.0% | — | 不变 |
| AMD | AMD | $26.93万 | 0.09% | 1,324 | -10 | -0.7% | -$2,034 | 减仓 |
| SCHF | SCHWAB INT'L EQUITY ETF | $27.00万 | 0.09% | 10,908 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD S&P 500 ETF | $28.68万 | 0.10% | 480 | -2 | -0.4% | -$1,195 | 减仓 |
| V | VISA | $30.07万 | 0.10% | 995 | 8 | 0.8% | $2,418 | 加仓 |
| SCHA | SCHWAB US SMALL CAP IDX ETF | $32.15万 | 0.11% | 11,056 | 0 | 0.0% | — | 不变 |
| IBM | IBM | $32.92万 | 0.11% | 1,358 | 8 | 0.6% | $1,939 | 加仓 |
| QQQ | POWERSHARES | $33.02万 | 0.11% | 572 | -31 | -5.1% | -$1.79万 | 减仓 |
| AVSE | AVANTIS RESPONSIBLE EMER MRK EQY ETF | $34.46万 | 0.12% | 5,176 | 0 | 0.0% | — | 不变 |
| GOOGL | GOOGLE CLASS A | $35.22万 | 0.12% | 1,225 | -198 | -13.9% | -$5.69万 | 减仓 |
| SCHP | SCHWAB US TIPS ETF | $36.02万 | 0.12% | 13,538 | -419 | -3.0% | -$1.11万 | 减仓 |
| NVDA | NVIDIA CORP | $39.13万 | 0.13% | 2,244 | 142 | 6.8% | $2.48万 | 加仓 |
| LLY | ELI LILLY | $39.87万 | 0.14% | 434 | 6 | 1.4% | $5,513 | 加仓 |
| — | DFA US HIGH PROFITABILITY ETF | $40.09万 | 0.14% | 10,906 | -2,755 | -20.2% | -$10.13万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY | $42.17万 | 0.14% | 880 | 9 | 1.0% | $4,313 | 加仓 |
| AMZN | AMAZON | $42.32万 | 0.14% | 2,032 | -138 | -6.4% | -$2.87万 | 减仓 |
| CSCO | CISCO SYSTEMS | $52.86万 | 0.18% | 6,813 | -205 | -2.9% | -$1.59万 | 减仓 |
| WMT | WALMART | $60.46万 | 0.21% | 4,865 | -326 | -6.3% | -$4.05万 | 减仓 |
| DFIP | DFA INFLATION-PROTECT SEC ETF | $61.05万 | 0.21% | 14,633 | -341 | -2.3% | -$1.42万 | 减仓 |
| META | META PLATFORMS | $62.02万 | 0.21% | 1,084 | 10 | 0.9% | $5,721 | 加仓 |
| BNDX | VG TOTAL INTL BOND INDEX ETF | $67.70万 | 0.23% | 14,090 | 184 | 1.3% | $8,841 | 加仓 |
| VCEB | VANGUARD ESG US CORP BD ETF | $69.22万 | 0.24% | 11,017 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD ETF | $69.66万 | 0.24% | 1,619 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD STOCK MARKET ETF | $70.50万 | 0.24% | 2,198 | -2 | -0.1% | -$641 | 减仓 |
| ESGV | VANGUARD ESG US STK ETF | $76.31万 | 0.26% | 6,797 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $77.86万 | 0.27% | 8,008 | -293 | -3.5% | -$2.85万 | 减仓 |
| MSFT | MICROSOFT CORP | $84.37万 | 0.29% | 2,279 | 15 | 0.7% | $5,553 | 加仓 |
| NFLX | NETFLIX | $88.21万 | 0.30% | 9,174 | -53 | -0.6% | -$5,096 | 减仓 |
| TJX | TJX COMPANIES | $90.42万 | 0.31% | 5,662 | 8 | 0.1% | $1,278 | 加仓 |
| LMT | LOCKHEED MARTIN | $92.41万 | 0.32% | 1,529 | -100 | -6.1% | -$6.04万 | 减仓 |
| SCHX | SCHWAB US LARGE CAP ETF | $98.26万 | 0.34% | 38,322 | 0 | 0.0% | — | 不变 |
| AVSC | AVANTIS US SMALL CAP ETF | $98.77万 | 0.34% | 15,854 | 2,775 | 21.2% | $17.29万 | 加仓 |
| DFIV | DFA TAX-MGD INT'L VALUE ETF | $100.56万 | 0.34% | 19,052 | 2,068 | 12.2% | $10.91万 | 加仓 |
| VNQ | VANGUARD REIT ETF | $101.48万 | 0.35% | 11,440 | 129 | 1.1% | $1.14万 | 加仓 |
| DFSB | DIMNSNL GLBL SUSTN FIXED INCM ETF | $107.70万 | 0.37% | 20,814 | 25 | 0.1% | $1,294 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES | $111.47万 | 0.38% | 7,620 | 10 | 0.1% | $1,463 | 加仓 |
| — | DFA US SMALL CAP VAL ETF | $115.19万 | 0.39% | 32,874 | -382 | -1.1% | -$1.34万 | 减仓 |
| DFAX | DFA WORLD EX-US EQUITY ETF | $116.59万 | 0.40% | 34,321 | 801 | 2.4% | $2.72万 | 加仓 |
| DFLV | DFA US LARGE CAP VALUE ETF | $117.03万 | 0.40% | 32,773 | 12,395 | 60.8% | $44.26万 | 加仓 |
| VCSH | VG S/T CORP BOND ETF | $135.32万 | 0.46% | 17,070 | 2,791 | 19.5% | $22.12万 | 加仓 |
| DUSB | DIMENSIONAL ULTRASHORT FXD INC ETF | $144.40万 | 0.49% | 28,476 | 16,332 | 134.5% | $82.82万 | 加仓 |
| SPY | SPDR S&P 500 ETF | $149.25万 | 0.51% | 2,295 | -224 | -8.9% | -$14.57万 | 减仓 |
| DISV | DFA INTL SMALL CAP VALUE ETF | $154.50万 | 0.53% | 39,173 | 1,138 | 3.0% | $4.49万 | 加仓 |
| AAPL | APPLE | $161.33万 | 0.55% | 6,357 | -96 | -1.5% | -$2.44万 | 减仓 |
| AVGE | AVANTIS ALL EQUITY MKTS ETF | $162.84万 | 0.56% | 18,500 | -2,070 | -10.1% | -$18.22万 | 减仓 |
| VO | VANGUARD MIDCAP ETF | $188.48万 | 0.64% | 6,563 | -98 | -1.5% | -$2.81万 | 减仓 |
| IGV | ISHARES TECH-SOFTWARE ETF | $194.06万 | 0.66% | 24,242 | -249 | -1.0% | -$1.99万 | 减仓 |
| GOOG | GOOGLE CLASS C | $197.93万 | 0.68% | 6,900 | -317 | -4.4% | -$9.09万 | 减仓 |
| DFUV | DFA TAX-MGD US MKT-WIDE VAL II ETF | $204.03万 | 0.70% | 42,103 | 0 | 0.0% | — | 不变 |
| DFUS | DFA US EQUITY ETF | $283.65万 | 0.97% | 40,001 | 3,394 | 9.3% | $24.07万 | 加仓 |
| DFCF | DFA CORE FIXED INCOME ETF | $344.41万 | 1.18% | 81,575 | 218 | 0.3% | $9,204 | 加仓 |
| — | DFA US TARGETED VALUE ETF | $348.28万 | 1.19% | 55,770 | -658 | -1.2% | -$4.11万 | 减仓 |
| AVUV | AVANTIS US SMALL CAP VALUE ETF | $417.61万 | 1.43% | 37,803 | 1,793 | 5.0% | $19.81万 | 加仓 |
| — | DFA US CORE EQUITY 2 ETF | $438.98万 | 1.50% | 112,966 | -1,503 | -1.3% | -$5.84万 | 减仓 |
| DFAE | DFA EMERGING MARKETS ETF | $590.76万 | 2.02% | 174,471 | -5,497 | -3.1% | -$18.61万 | 减仓 |
| AVDV | AVANTIS INTL SMALL VALUE ETF | $607.14万 | 2.07% | 60,799 | 2,794 | 4.8% | $27.90万 | 加仓 |
| — | DFA US REAL ESTATE ETF | $673.55万 | 2.30% | 284,799 | 16,829 | 6.3% | $39.80万 | 加仓 |
| AVUS | AVANTIS US EQUITY ETF | $758.80万 | 2.59% | 68,250 | 1,620 | 2.4% | $18.01万 | 加仓 |
| AVEM | AVANTIS EMERGING MKT EQ ETF | $827.91万 | 2.83% | 102,744 | 9,122 | 9.7% | $73.50万 | 加仓 |
| DFVX | DIMENSIONAL US LRGE CP VCTR ETF | $860.11万 | 2.94% | 115,765 | 10,474 | 9.9% | $77.82万 | 加仓 |
| — | DFA US SMALL CAP ETF | $882.37万 | 3.02% | 124,050 | 8,061 | 6.9% | $57.34万 | 加仓 |
| AVDE | AVANTIS INTL CORE EQUITY ETF | $1,421.10万 | 4.86% | 167,503 | -2,489 | -1.5% | -$21.12万 | 减仓 |
| DFAI | DFA INT CORE EQUITY ETF | $1,663.80万 | 5.69% | 427,055 | 40,114 | 10.4% | $156.28万 | 加仓 |
| DFGP | DFA GLOBAL CORE FIXED INCOME ETF | $4,524.40万 | 15.46% | 838,007 | 75,566 | 9.9% | $407.98万 | 加仓 |
| DFSD | DFA S/T FIXED INCOME ETF | $4,588.22万 | 15.68% | 958,276 | 27,869 | 3.0% | $133.44万 | 加仓 |
| DFAU | DFA US CORE EQUITY MARKET ETF | $4,742.33万 | 16.21% | 1,051,049 | 83,926 | 8.7% | $378.67万 | 加仓 |