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 |
|---|---|---|---|---|---|---|---|---|
| RITM | RITHM CAPITAL CORP | $0 | 0.00% | 0 | -388 | -100.0% | -$3,678 | 清仓 |
| TTD | THE TRADE DESK | $0 | 0.00% | 0 | -162 | -100.0% | -$3,676 | 清仓 |
| XLB | THE MATERIALS SELECT SECTOR SPDR ETF | $0 | 0.00% | 0 | -73 | -100.0% | -$3,648 | 清仓 |
| RBLX | ROBLOX CORP | $0 | 0.00% | 0 | -63 | -100.0% | -$3,563 | 清仓 |
| FITB | FIFTH THIRD BANCORP | $0 | 0.00% | 0 | -76 | -100.0% | -$3,531 | 清仓 |
| TIP | ISHARES TIPS BD ETF | $0 | 0.00% | 0 | -31 | -100.0% | -$3,421 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC | $0 | 0.00% | 0 | -22 | -100.0% | -$3,421 | 清仓 |
| ALNY | ALNYLAM PHARMACEUTICALS | $0 | 0.00% | 0 | -10 | -100.0% | -$3,309 | 清仓 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $0 | 0.00% | 0 | -17 | -100.0% | -$3,285 | 清仓 |
| FNF | FIDELITY NATIONAL FINANCIAL | $0 | 0.00% | 0 | -70 | -100.0% | -$3,248 | 清仓 |
| KD | KYNDRYL HOLDINGS ORD | $0 | 0.00% | 0 | -240 | -100.0% | -$3,149 | 清仓 |
| FNDF | SCHWAB FUNDAMNTL INTRNL EQT ETF | $0 | 0.00% | 0 | -64 | -100.0% | -$3,132 | 清仓 |
| XLU | SPDR - UTILITIES | $0 | 0.00% | 0 | -68 | -100.0% | -$3,121 | 清仓 |
| — | AVANTIS MODERATE ALLOCATION ETF | $0 | 0.00% | 0 | -46 | -100.0% | -$3,116 | 清仓 |
| RDW | GENESIS PARK ACQUISTION CORP | $0 | 0.00% | 0 | -357 | -100.0% | -$3,035 | 清仓 |
| GERN | GERON CORP | $0 | 0.00% | 0 | -2,000 | -100.0% | -$2,980 | 清仓 |
| QS | QUANTUMSCAPE CORP | $0 | 0.00% | 0 | -446 | -100.0% | -$2,845 | 清仓 |
| UBER | UBER TECHNOLOGIES | $0 | 0.00% | 0 | -39 | -100.0% | -$2,805 | 清仓 |
| — | MAIA BIOTECHNOLOGY INC COM USD0.0001 | $0 | 0.00% | 0 | -2,000 | -100.0% | -$2,800 | 清仓 |
| HRB | H&R BLOCK | $0 | 0.00% | 0 | -87 | -100.0% | -$2,761 | 清仓 |
| — | LANTERN PHARMA INC | $0 | 0.00% | 0 | -2,000 | -100.0% | -$2,740 | 清仓 |
| BIDU | BAIDU INC | $0 | 0.00% | 0 | -24 | -100.0% | -$2,674 | 清仓 |
| — | ISHARES ETHEREUM TRUST ETF | $0 | 0.00% | 0 | -168 | -100.0% | -$2,659 | 清仓 |
| — | FIDELITY ETHEREUM FUND | $0 | 0.00% | 0 | -127 | -100.0% | -$2,652 | 清仓 |
| ROKU | ROKU | $0 | 0.00% | 0 | -26 | -100.0% | -$2,460 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC | $0 | 0.00% | 0 | -5 | -100.0% | -$2,458 | 清仓 |
| T | AT&T CORP | $0 | 0.00% | 0 | -84 | -100.0% | -$2,437 | 清仓 |
| — | ROLLS-ROYCE HOLDINGS PLC | $0 | 0.00% | 0 | -161 | -100.0% | -$2,412 | 清仓 |
| LRCX | LAM RESEARCH CORP | $0 | 0.00% | 0 | -11 | -100.0% | -$2,350 | 清仓 |
| CRWD | CROWDSTRIKE HOLDINGS | $0 | 0.00% | 0 | -6 | -100.0% | -$2,342 | 清仓 |
| MRNA | MODERNA | $0 | 0.00% | 0 | -46 | -100.0% | -$2,337 | 清仓 |
| XLRE | THE REAL ESTATE SELECT SECTOR SPDR | $0 | 0.00% | 0 | -57 | -100.0% | -$2,327 | 清仓 |
| F | FORD MOTOR | $0 | 0.00% | 0 | -201 | -100.0% | -$2,320 | 清仓 |
| VGIT | VG INTERM TERM TRS ETF | $0 | 0.00% | 0 | -38 | -100.0% | -$2,277 | 清仓 |
| VXF | VANGUARD EXTENDED MKT ETF | $0 | 0.00% | 0 | -11 | -100.0% | -$2,264 | 清仓 |
| TREX | TREX | $0 | 0.00% | 0 | -62 | -100.0% | -$2,258 | 清仓 |
| VRT | VERTIV HOLDINGS CO | $0 | 0.00% | 0 | -9 | -100.0% | -$2,257 | 清仓 |
| VRTX | VERTEX PHARMACEUTICALS | $0 | 0.00% | 0 | -5 | -100.0% | -$2,233 | 清仓 |
| MRP | MILLROSE PROPERTIES INCWHEN ISSUED | $0 | 0.00% | 0 | -79 | -100.0% | -$2,212 | 清仓 |
| SYM | SYMBOTIC INC | $0 | 0.00% | 0 | -40 | -100.0% | -$2,128 | 清仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE | $0 | 0.00% | 0 | -10 | -100.0% | -$1,975 | 清仓 |
| OKTA | OKTA | $0 | 0.00% | 0 | -25 | -100.0% | -$1,968 | 清仓 |
| DUK | DUKE ENERGY CORP COM | $0 | 0.00% | 0 | -15 | -100.0% | -$1,964 | 清仓 |
| KIE | SPDR S&P INSURANCE ETF | $0 | 0.00% | 0 | -35 | -100.0% | -$1,925 | 清仓 |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | $0 | 0.00% | 0 | -22 | -100.0% | -$1,907 | 清仓 |
| — | NANOVIRICIDES INC | $0 | 0.00% | 0 | -2,000 | -100.0% | -$1,824 | 清仓 |
| — | CITIUS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -2,000 | -100.0% | -$1,800 | 清仓 |
| VSGX | VANGUARD ESG INT'L STOCK ETF | $0 | 0.00% | 0 | -25 | -100.0% | -$1,793 | 清仓 |
| PLD | PROLOGIS | $0 | 0.00% | 0 | -13 | -100.0% | -$1,746 | 清仓 |
| ASTS | AST SPACEMOBILE CL A ORD | $0 | 0.00% | 0 | -21 | -100.0% | -$1,740 | 清仓 |
| EBAY | EBAY | $0 | 0.00% | 0 | -19 | -100.0% | -$1,733 | 清仓 |
| VTWO | VANGUARD RUSSELL 2000 ETF | $0 | 0.00% | 0 | -17 | -100.0% | -$1,703 | 清仓 |
| GS | GOLDMAN SACHS | $0 | 0.00% | 0 | -2 | -100.0% | -$1,693 | 清仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG | $0 | 0.00% | 0 | -5 | -100.0% | -$1,690 | 清仓 |
| DDOG | DATADOG INC | $0 | 0.00% | 0 | -14 | -100.0% | -$1,653 | 清仓 |
| JOBY | JOBY AVIATION INC | $0 | 0.00% | 0 | -200 | -100.0% | -$1,652 | 清仓 |
| GMED | GLOBUS MEDICAL | $0 | 0.00% | 0 | -19 | -100.0% | -$1,637 | 清仓 |
| WDC | WESTERN DIGITAL | $0 | 0.00% | 0 | -6 | -100.0% | -$1,623 | 清仓 |
| HYLB | XTRACKERS USD HIGH YIELD CORP BD ETF | $0 | 0.00% | 0 | -44 | -100.0% | -$1,591 | 清仓 |
| FNDX | SCHWAB FUNDMNTL US LARGECOM ETF | $0 | 0.00% | 0 | -57 | -100.0% | -$1,587 | 清仓 |
| OKE | ONEOK | $0 | 0.00% | 0 | -17 | -100.0% | -$1,537 | 清仓 |
| GILD | GILEAD SCIENCES INC COM | $0 | 0.00% | 0 | -11 | -100.0% | -$1,533 | 清仓 |
| BE | BLOOM ENERGY CORP CLASS A | $0 | 0.00% | 0 | -11 | -100.0% | -$1,490 | 清仓 |
| LIN | Linde plc | $0 | 0.00% | 0 | -3 | -100.0% | -$1,487 | 清仓 |
| GH | GUARDANT HEALTH | $0 | 0.00% | 0 | -16 | -100.0% | -$1,478 | 清仓 |
| KLAC | KLA CORP | $0 | 0.00% | 0 | -10 | -100.0% | -$1,472 | 清仓 |
| TRV | THE TRAVELERS COMPANIES INC | $0 | 0.00% | 0 | -5 | -100.0% | -$1,458 | 清仓 |
| TEAM | ATLASSIAN | $0 | 0.00% | 0 | -21 | -100.0% | -$1,433 | 清仓 |
| CAT | CATERPILLAR | $0 | 0.00% | 0 | -2 | -100.0% | -$1,417 | 清仓 |
| FIX | COMFORT SYSTEMS USA INC | $0 | 0.00% | 0 | -1 | -100.0% | -$1,379 | 清仓 |
| AMAT | APPLIED MATERIALS INC | $0 | 0.00% | 0 | -4 | -100.0% | -$1,367 | 清仓 |
| ASML | ASML HOLDING NV | $0 | 0.00% | 0 | -1 | -100.0% | -$1,321 | 清仓 |
| CRM | SALESFORCE | $0 | 0.00% | 0 | -7 | -100.0% | -$1,318 | 清仓 |
| ROST | ROSS STORES INC | $0 | 0.00% | 0 | -6 | -100.0% | -$1,300 | 清仓 |
| PCY | POWERSHARES EMERGING MKTS S OV DEB PORT | $0 | 0.00% | 0 | -61 | -100.0% | -$1,275 | 清仓 |
| MTD | METTLER-TOLEDO INTERNATIONAL INC | $0 | 0.00% | 0 | -1 | -100.0% | -$1,261 | 清仓 |
| NET | CLOUDFLARE INC | $0 | 0.00% | 0 | -6 | -100.0% | -$1,238 | 清仓 |
| LPX | LOUISIANA-PACIFIC CORP | $0 | 0.00% | 0 | -17 | -100.0% | -$1,237 | 清仓 |
| PYPL | PAYPAL HOLDINGS | $0 | 0.00% | 0 | -27 | -100.0% | -$1,226 | 清仓 |
| MPC | MARATHON PETROLEUM | $0 | 0.00% | 0 | -5 | -100.0% | -$1,221 | 清仓 |
| UAA | UNDER ARMOUR CLASS A | $0 | 0.00% | 0 | -204 | -100.0% | -$1,206 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -3 | -100.0% | -$1,194 | 清仓 |
| UA | UNDER ARMOUR CLASS C | $0 | 0.00% | 0 | -206 | -100.0% | -$1,193 | 清仓 |
| FSLY | FASTLY | $0 | 0.00% | 0 | -41 | -100.0% | -$1,191 | 清仓 |
| ONON | ON HOLDING CL A ORD | $0 | 0.00% | 0 | -35 | -100.0% | -$1,191 | 清仓 |
| TDG | TRANSDIGM GROUP INC | $0 | 0.00% | 0 | -1 | -100.0% | -$1,159 | 清仓 |
| EOG | EOG RESOURCES INC COM | $0 | 0.00% | 0 | -8 | -100.0% | -$1,157 | 清仓 |
| BAM | BROOKFIELD ASSET MANAGEMENT LTD | $0 | 0.00% | 0 | -26 | -100.0% | -$1,156 | 清仓 |
| WM | WASTE MANAGEMENT | $0 | 0.00% | 0 | -5 | -100.0% | -$1,149 | 清仓 |
| C | CITI | $0 | 0.00% | 0 | -10 | -100.0% | -$1,134 | 清仓 |
| IDXX | IDEXX LABORATORIES INC | $0 | 0.00% | 0 | -2 | -100.0% | -$1,124 | 清仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $0 | 0.00% | 0 | -12 | -100.0% | -$1,109 | 清仓 |
| PWR | Quanta Services Inc | $0 | 0.00% | 0 | -2 | -100.0% | -$1,098 | 清仓 |
| GWW | W.W. GRAINGER INC | $0 | 0.00% | 0 | -1 | -100.0% | -$1,091 | 清仓 |
| PATH | UIPATH INC | $0 | 0.00% | 0 | -98 | -100.0% | -$1,088 | 清仓 |
| CMI | CUMMINS INC | $0 | 0.00% | 0 | -2 | -100.0% | -$1,076 | 清仓 |
| BNY | BANK OF NY | $0 | 0.00% | 0 | -9 | -100.0% | -$1,068 | 清仓 |
| — | SCHWAB US LG-CAP VALUE INDEX | $0 | 0.00% | 0 | -64 | -100.0% | -$1,067 | 清仓 |
| TOST | TOAST INC | $0 | 0.00% | 0 | -40 | -100.0% | -$1,060 | 清仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $0 | 0.00% | 0 | -19 | -100.0% | -$1,028 | 清仓 |