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 |
|---|---|---|---|---|---|---|---|---|
| CP | CANADIAN PACIFIC RAILWAY | $0 | 0.00% | 0 | -250 | -100.0% | -$1.97万 | 清仓 |
| VB | VANGUARD SMALL CAP ETF | $0 | 0.00% | 0 | -73 | -100.0% | -$1.91万 | 清仓 |
| MBB | ISHARES MBS ETF | $0 | 0.00% | 0 | -198 | -100.0% | -$1.88万 | 清仓 |
| VBK | VANGUARD SM CAP GRW ETF | $0 | 0.00% | 0 | -62 | -100.0% | -$1.87万 | 清仓 |
| THRO | ISHARES U.S. THEMATIC ROTATION ACTIVE ETF | $0 | 0.00% | 0 | -515 | -100.0% | -$1.86万 | 清仓 |
| VIOO | VANGUARD S&P SM CAP 600 ETF | $0 | 0.00% | 0 | -155 | -100.0% | -$1.78万 | 清仓 |
| XLY | SPDR - CONSUMER DISCRETIONARY ETF | $0 | 0.00% | 0 | -162 | -100.0% | -$1.77万 | 清仓 |
| LUV | SOUTHWEST AIRLINES | $0 | 0.00% | 0 | -468 | -100.0% | -$1.76万 | 清仓 |
| — | CRESCO LABS INC | $0 | 0.00% | 0 | -20,161 | -100.0% | -$1.75万 | 清仓 |
| — | ABRDN WORLD HEALTHCARE | $0 | 0.00% | 0 | -1,473 | -100.0% | -$1.72万 | 清仓 |
| EW | EDWARDS LIFESCIENCES | $0 | 0.00% | 0 | -213 | -100.0% | -$1.71万 | 清仓 |
| NXPI | NXP SEMICONDUCTOR NV COM | $0 | 0.00% | 0 | -85 | -100.0% | -$1.67万 | 清仓 |
| M | MACY'S | $0 | 0.00% | 0 | -921 | -100.0% | -$1.67万 | 清仓 |
| VT | VANGUARD TOTAL WORLD ETF | $0 | 0.00% | 0 | -118 | -100.0% | -$1.63万 | 清仓 |
| TM | TOYOTA | $0 | 0.00% | 0 | -77 | -100.0% | -$1.59万 | 清仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $0 | 0.00% | 0 | -312 | -100.0% | -$1.58万 | 清仓 |
| APA | APA Corp | $0 | 0.00% | 0 | -360 | -100.0% | -$1.53万 | 清仓 |
| NVO | Novo Nordisk A/S | $0 | 0.00% | 0 | -415 | -100.0% | -$1.53万 | 清仓 |
| MPLX | MPLX LP PARTNERSHIP UNITS | $0 | 0.00% | 0 | -263 | -100.0% | -$1.50万 | 清仓 |
| — | THOMSON REUTERS | $0 | 0.00% | 0 | -163 | -100.0% | -$1.47万 | 清仓 |
| XLI | THE INDUSTRIAL SELECT SECTOR SPDR ETF | $0 | 0.00% | 0 | -89 | -100.0% | -$1.44万 | 清仓 |
| SCHB | SCHWAB US BROAD MARKET ETF | $0 | 0.00% | 0 | -567 | -100.0% | -$1.42万 | 清仓 |
| DIS | WALT DISNEY | $0 | 0.00% | 0 | -142 | -100.0% | -$1.37万 | 清仓 |
| XLC | THE COMM SVCS SEL SECT SPDR ETF | $0 | 0.00% | 0 | -120 | -100.0% | -$1.33万 | 清仓 |
| IJS | ISHARES S&P SM CAP VAL ETF | $0 | 0.00% | 0 | -111 | -100.0% | -$1.31万 | 清仓 |
| VSS | VG WORLD EX-US SMALL CAP ETF | $0 | 0.00% | 0 | -88 | -100.0% | -$1.28万 | 清仓 |
| CHRW | C.H. ROBINSON WORLDWIDE INC | $0 | 0.00% | 0 | -77 | -100.0% | -$1.28万 | 清仓 |
| CB | CHUBB LTD COM | $0 | 0.00% | 0 | -39 | -100.0% | -$1.27万 | 清仓 |
| BKNG | BOOKING HOLDINGS | $0 | 0.00% | 0 | -75 | -100.0% | -$1.26万 | 清仓 |
| SAIC | SCIENCE APPLICATIONS INTERNATIONAL CORP | $0 | 0.00% | 0 | -129 | -100.0% | -$1.22万 | 清仓 |
| VFH | VANGUARD FINANCIAL ETF | $0 | 0.00% | 0 | -99 | -100.0% | -$1.20万 | 清仓 |
| NDAQ | NASDAQ INC | $0 | 0.00% | 0 | -140 | -100.0% | -$1.19万 | 清仓 |
| SHOP | SHOPIFY | $0 | 0.00% | 0 | -100 | -100.0% | -$1.19万 | 清仓 |
| GLW | CORNING INC | $0 | 0.00% | 0 | -87 | -100.0% | -$1.18万 | 清仓 |
| KOF | COCA-COLA FEMSA SAB de CV | $0 | 0.00% | 0 | -120 | -100.0% | -$1.17万 | 清仓 |
| FSK | FS KKR CAPITAL CORP COM | $0 | 0.00% | 0 | -1,145 | -100.0% | -$1.17万 | 清仓 |
| BAI | ISHARES A.I. INNOVATION AND TECH ACT ETF | $0 | 0.00% | 0 | -341 | -100.0% | -$1.12万 | 清仓 |
| XLP | SPDR - CONSUMER ETF | $0 | 0.00% | 0 | -135 | -100.0% | -$1.11万 | 清仓 |
| — | L OREAL SA | $0 | 0.00% | 0 | -135 | -100.0% | -$1.11万 | 清仓 |
| — | SIGA TECHNOLOGIES INC | $0 | 0.00% | 0 | -2,000 | -100.0% | -$1.07万 | 清仓 |
| AXON | AXON ENTERPRISE | $0 | 0.00% | 0 | -25 | -100.0% | -$1.06万 | 清仓 |
| ACN | ACCENTURE LTD ORD | $0 | 0.00% | 0 | -53 | -100.0% | -$1.05万 | 清仓 |
| MTN | VAIL RESORTS INC | $0 | 0.00% | 0 | -81 | -100.0% | -$1.04万 | 清仓 |
| COF | CAPITAL ONE FINANCIAL CORP | $0 | 0.00% | 0 | -56 | -100.0% | -$1.02万 | 清仓 |
| AMGN | AMGEN INC | $0 | 0.00% | 0 | -28 | -100.0% | -$9,852 | 清仓 |
| UNH | UNITEDHEALTH GROUP | $0 | 0.00% | 0 | -35 | -100.0% | -$9,362 | 清仓 |
| VKTX | Viking Therapeutics Inc | $0 | 0.00% | 0 | -279 | -100.0% | -$9,079 | 清仓 |
| CEG | CONSTELLATION ENERGY | $0 | 0.00% | 0 | -32 | -100.0% | -$8,936 | 清仓 |
| MTB | M&T BANK | $0 | 0.00% | 0 | -43 | -100.0% | -$8,889 | 清仓 |
| PANW | PALO ALTO NETWORKS | $0 | 0.00% | 0 | -55 | -100.0% | -$8,818 | 清仓 |
| IRM | IRON MOUNTAIN | $0 | 0.00% | 0 | -86 | -100.0% | -$8,767 | 清仓 |
| XLV | SPDR - HEALTH CARE ETF | $0 | 0.00% | 0 | -59 | -100.0% | -$8,650 | 清仓 |
| GE | GENERAL ELECTRIC | $0 | 0.00% | 0 | -30 | -100.0% | -$8,513 | 清仓 |
| CVX | CHEVRONTEXACO | $0 | 0.00% | 0 | -41 | -100.0% | -$8,483 | 清仓 |
| ANET | ARISTA NETWORKS | $0 | 0.00% | 0 | -69 | -100.0% | -$8,472 | 清仓 |
| — | BANK AMERICA 5.375pcnt PFD | $0 | 0.00% | 0 | -390 | -100.0% | -$8,444 | 清仓 |
| FDN | FIRST TRUST DOW JONES INTERNET ETF | $0 | 0.00% | 0 | -36 | -100.0% | -$8,425 | 清仓 |
| — | CVD EQUIPTMENT CORP | $0 | 0.00% | 0 | -2,000 | -100.0% | -$8,280 | 清仓 |
| CMCSA | COMCAST | $0 | 0.00% | 0 | -287 | -100.0% | -$8,240 | 清仓 |
| SYK | STRYKER CORP COM | $0 | 0.00% | 0 | -25 | -100.0% | -$8,215 | 清仓 |
| NEXT | NEXTDECADE CORP | $0 | 0.00% | 0 | -1,003 | -100.0% | -$8,022 | 清仓 |
| OFRM | ONCE UPON A FARM PBC | $0 | 0.00% | 0 | -482 | -100.0% | -$7,881 | 清仓 |
| HIMX | HIMAX TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,000 | -100.0% | -$7,870 | 清仓 |
| VCIT | VG INTERM CORP BOND ETF | $0 | 0.00% | 0 | -92 | -100.0% | -$7,613 | 清仓 |
| RRX | REGAL REXNORD CORP | $0 | 0.00% | 0 | -38 | -100.0% | -$7,116 | 清仓 |
| INTC | INTEL CORP | $0 | 0.00% | 0 | -161 | -100.0% | -$7,105 | 清仓 |
| GEV | GE VERNOVA LLC COM | $0 | 0.00% | 0 | -8 | -100.0% | -$6,983 | 清仓 |
| ACHR | ARCHER AVIATION CL A | $0 | 0.00% | 0 | -1,349 | -100.0% | -$6,974 | 清仓 |
| ISRG | INTUITIVE SURGICAL | $0 | 0.00% | 0 | -15 | -100.0% | -$6,915 | 清仓 |
| — | CANNABIST COMPANY HOLDING | $0 | 0.00% | 0 | -234,090 | -100.0% | -$6,812 | 清仓 |
| MET | METLIFE INC | $0 | 0.00% | 0 | -93 | -100.0% | -$6,560 | 清仓 |
| LYV | LIVE NATION | $0 | 0.00% | 0 | -43 | -100.0% | -$6,558 | 清仓 |
| LH | LABCORP HOLDINGS INC | $0 | 0.00% | 0 | -24 | -100.0% | -$6,403 | 清仓 |
| VYM | VANGUARD HIGH DIV'D YD ETF | $0 | 0.00% | 0 | -41 | -100.0% | -$6,046 | 清仓 |
| NOK | NOKIA OYJ | $0 | 0.00% | 0 | -700 | -100.0% | -$5,628 | 清仓 |
| — | SAFE BULKERS | $0 | 0.00% | 0 | -215 | -100.0% | -$5,590 | 清仓 |
| SBUX | STARBUCKS | $0 | 0.00% | 0 | -62 | -100.0% | -$5,540 | 清仓 |
| ECL | ECOLAB INC | $0 | 0.00% | 0 | -21 | -100.0% | -$5,531 | 清仓 |
| IMMR | IMMERSION CORP | $0 | 0.00% | 0 | -1,000 | -100.0% | -$5,460 | 清仓 |
| VONV | VANGUARD RUSSELL 1000 VALUE ETF | $0 | 0.00% | 0 | -58 | -100.0% | -$5,437 | 清仓 |
| MCD | MCDONALDS | $0 | 0.00% | 0 | -17 | -100.0% | -$5,283 | 清仓 |
| XLE | THE ENERGY SELECT SECTOR SPDR ETF | $0 | 0.00% | 0 | -86 | -100.0% | -$5,268 | 清仓 |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $0 | 0.00% | 0 | -100 | -100.0% | -$5,193 | 清仓 |
| WFC | WELLS FARGO | $0 | 0.00% | 0 | -65 | -100.0% | -$5,175 | 清仓 |
| IBB | ISHARES BIOTECH | $0 | 0.00% | 0 | -30 | -100.0% | -$5,066 | 清仓 |
| LMBS | FIRST TRUST LOW DURTN OPPOS ETF | $0 | 0.00% | 0 | -100 | -100.0% | -$4,981 | 清仓 |
| FAN | FIRST TRUST GLBL WIND ETF | $0 | 0.00% | 0 | -200 | -100.0% | -$4,948 | 清仓 |
| — | DRAGANFLY INC. COM NPV (POST REV SPLIT) | $0 | 0.00% | 0 | -1,000 | -100.0% | -$4,910 | 清仓 |
| EXC | EXELON CORP | $0 | 0.00% | 0 | -100 | -100.0% | -$4,902 | 清仓 |
| VONG | VG RUSSELL 1000 GROWTH ETF | $0 | 0.00% | 0 | -44 | -100.0% | -$4,826 | 清仓 |
| VCRB | VANGUARD CORE BOND ETF | $0 | 0.00% | 0 | -61 | -100.0% | -$4,720 | 清仓 |
| MDB | MONGODB | $0 | 0.00% | 0 | -19 | -100.0% | -$4,651 | 清仓 |
| SLV | ISHARES SILVER TRUST | $0 | 0.00% | 0 | -66 | -100.0% | -$4,497 | 清仓 |
| SOFI | SOFI TECHNOLOGIES | $0 | 0.00% | 0 | -280 | -100.0% | -$4,446 | 清仓 |
| DFIS | DIMENSIONAL INTERNATIONAL SMALL CAP ETF | $0 | 0.00% | 0 | -127 | -100.0% | -$4,266 | 清仓 |
| GM | GENERAL MOTORS | $0 | 0.00% | 0 | -55 | -100.0% | -$4,126 | 清仓 |
| AUR | AURORA INNOVATION INC | $0 | 0.00% | 0 | -1,000 | -100.0% | -$4,120 | 清仓 |
| VEEV | VEEVA SYSTEMS | $0 | 0.00% | 0 | -22 | -100.0% | -$3,865 | 清仓 |
| MSTR | Strategy Class A | $0 | 0.00% | 0 | -30 | -100.0% | -$3,744 | 清仓 |
| VTRS | VIATRIS | $0 | 0.00% | 0 | -273 | -100.0% | -$3,688 | 清仓 |