13F 机构持仓

CURIO WEALTH, LLC

ANNAPOLIS MD · SEC CIK 0002049201

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$3.22亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

DFAU 17.8%
DFGP 15.7%
DFSD 15.3%
DFAI 5.9%
AVDE 4.5%
DFA US SMALL C 3.3%
AVEM 3.3%
DFVX 3.2%
AVUS 2.7%
DFA US REAL ES 2.4%

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
SFM SPROUTS FARMERS MARKET INC $00.00%0 -13-100.0% -$1,003 清仓
VLO VALERO ENERGY CORP $00.00%0 -4-100.0% -$988 清仓
TGT TARGET CORP COM $00.00%0 -8-100.0% -$975 清仓
NEM NEWMONT CORP $00.00%0 -9-100.0% -$974 清仓
HOOD ROBINHOOD MARKETS INC CLASS A $00.00%0 -14-100.0% -$970 清仓
BMY BRISTOL MYERS SQUIBB $00.00%0 -16-100.0% -$970 清仓
AON AON PLC $00.00%0 -3-100.0% -$968 清仓
RTX RAYTHEON TECHNOLOGIES $00.00%0 -5-100.0% -$965 清仓
BLK BLACKROCK INC COM $00.00%0 -1-100.0% -$962 清仓
CMG CHIPOTLE MEXI GRILL $00.00%0 -30-100.0% -$960 清仓
PFE PFIZER $00.00%0 -34-100.0% -$959 清仓
COHR COHERENT CORP $00.00%0 -4-100.0% -$953 清仓
NKE NIKE INC $00.00%0 -18-100.0% -$953 清仓
TPL TEXAS PACIFIC LAND CORP $00.00%0 -2-100.0% -$949 清仓
— CENCORA INC $00.00%0 -3-100.0% -$942 清仓
KR The Kroger Co $00.00%0 -13-100.0% -$941 清仓
FNDA SCHWAB FUNDAMNTL US SML COM ETF $00.00%0 -29-100.0% -$940 清仓
FERG FERGUSON PLC $00.00%0 -4-100.0% -$933 清仓
SW SMURFIT WESTROCK PLC COM USD0.001 $00.00%0 -23-100.0% -$917 清仓
PSX PHILLIPS 66 COM $00.00%0 -5-100.0% -$911 清仓
— HONEYWELL INTL $00.00%0 -4-100.0% -$904 清仓
CSX CSX CORP $00.00%0 -22-100.0% -$903 清仓
IP INTERNATIONAL PAPER CO $00.00%0 -25-100.0% -$893 清仓
ZM ZOOM VIDEO COMM $00.00%0 -11-100.0% -$884 清仓
MCO MOODYS CORP $00.00%0 -2-100.0% -$873 清仓
USIG ISHARES BROAD USD INVM GRD CORP BD ETF $00.00%0 -17-100.0% -$871 清仓
MSI MOTOROLA SOLUTIONS INC $00.00%0 -2-100.0% -$868 清仓
MCK MCKESSON $00.00%0 -1-100.0% -$865 清仓
PGX INVESCO PREFERRED ETF $00.00%0 -79-100.0% -$860 清仓
LNG CHENIERE ENERGY INC $00.00%0 -3-100.0% -$851 清仓
CRH CRH PLC $00.00%0 -8-100.0% -$841 清仓
RXRX RECURSION PHARMACEUTICALS INC $00.00%0 -273-100.0% -$838 清仓
TT TRANE TECHNOLOGIES PLC $00.00%0 -2-100.0% -$833 清仓
ALL ALLSTATE CORP $00.00%0 -4-100.0% -$829 清仓
FIG FIGMA INC $00.00%0 -39-100.0% -$824 清仓
MTCH MATCH GROUP $00.00%0 -27-100.0% -$821 清仓
BWXT BWX TECHNOLOGIES $00.00%0 -4-100.0% -$818 清仓
ON ON SEMICONDUCTOR $00.00%0 -13-100.0% -$805 清仓
WMB WILLIAMS COS INC COM $00.00%0 -11-100.0% -$801 清仓
CERT CERTARA INC $00.00%0 -140-100.0% -$798 清仓
JBL JABIL INC $00.00%0 -3-100.0% -$797 清仓
JCI JOHNSON CONTROLS INT'L $00.00%0 -6-100.0% -$786 清仓
STX SEAGATE TECHNOLOGY HOLDINGS PLC $00.00%0 -2-100.0% -$784 清仓
DLB DOLBY LABORATORIES INC $00.00%0 -13-100.0% -$781 清仓
CIEN CIENA CORP $00.00%0 -2-100.0% -$776 清仓
REGN REGENERON PHARMACEUTICALS INC $00.00%0 -1-100.0% -$773 清仓
FTI TECHNIPFMC PLC $00.00%0 -11-100.0% -$760 清仓
— BYD CO LTD $00.00%0 -56-100.0% -$756 清仓
VST VISTRA ENERGY CORP $00.00%0 -5-100.0% -$752 清仓
TRGP Targa Resources Corp $00.00%0 -3-100.0% -$752 清仓
TQQQ PROSHARES ULTRAPRO QQQ $00.00%0 -18-100.0% -$751 清仓
GWRE GUIDEWIRE SOFTWARE $00.00%0 -5-100.0% -$748 清仓
KMI KINDER MORGAN INC $00.00%0 -22-100.0% -$738 清仓
EME EMCOR GROUP INC $00.00%0 -1-100.0% -$738 清仓
BIIB BIOGEN INC COM $00.00%0 -4-100.0% -$733 清仓
SCHG SCHWAB US LARGE CAP GROWTH ETF $00.00%0 -25-100.0% -$728 清仓
CASY CASEY S GENERAL STORES INC $00.00%0 -1-100.0% -$728 清仓
FNDE SCHWAB FUNDTL EMRG MKT EQT ETF $00.00%0 -19-100.0% -$727 清仓
SLB SCHLUMBERGER LTD COM $00.00%0 -14-100.0% -$719 清仓
ADSK AUTODESK INC $00.00%0 -3-100.0% -$718 清仓
WWD WOODWARD INC $00.00%0 -2-100.0% -$716 清仓
ETN EATON CORP PLC ORD $00.00%0 -2-100.0% -$715 清仓
OXY OCCIDENTAL $00.00%0 -11-100.0% -$715 清仓
LHX L3HARRIS TECHNOLOGIES INC $00.00%0 -2-100.0% -$690 清仓
GD GENERAL DYNAMICS $00.00%0 -2-100.0% -$686 清仓
NOC NORTHROP GRUMMAN $00.00%0 -1-100.0% -$682 清仓
CW CURTISS-WRIGHT CORP $00.00%0 -1-100.0% -$681 清仓
HIG THE HARTFORD INSURANCE GROUP INC $00.00%0 -5-100.0% -$676 清仓
BKR BAKER HUGHES CO $00.00%0 -11-100.0% -$672 清仓
— INTELLIGENT BIO SOLUTIONS INC COM USD0.01(POST REV $00.00%0 -200-100.0% -$669 清仓
NLR VANECK URANIUM NUCLEAR ENRGY ETF $00.00%0 -5-100.0% -$666 清仓
PM PHILIP MORRIS INTL COM $00.00%0 -4-100.0% -$661 清仓
AFL AFLAC INC $00.00%0 -6-100.0% -$658 清仓
SCHW CHARLES SCHWAB CORP $00.00%0 -7-100.0% -$658 清仓
MAR MARRIOTT INTERNATIONAL $00.00%0 -2-100.0% -$654 清仓
CF CF INDUSTRIES HOLDINGS INC $00.00%0 -5-100.0% -$649 清仓
MTZ MASTEC INC $00.00%0 -2-100.0% -$643 清仓
SHW SHERWIN WILLIAMS CO COM $00.00%0 -2-100.0% -$641 清仓
GEHC GE HEALTHCARE TECHNOLOGIES $00.00%0 -9-100.0% -$641 清仓
ADI ANALOG DEVICES INC COM $00.00%0 -2-100.0% -$636 清仓
SNDK SANDISK CORP $00.00%0 -1-100.0% -$635 清仓
APH AMPHENOL CORP $00.00%0 -5-100.0% -$632 清仓
IAU ISHARES GOLD ETF $00.00%0 -7-100.0% -$617 清仓
JLL JONES LANG LASALLE INC $00.00%0 -2-100.0% -$609 清仓
HLT HILTON WORLDWIDE HOLDINGS INC $00.00%0 -2-100.0% -$608 清仓
MDT MEDTRONIC $00.00%0 -7-100.0% -$607 清仓
AXP AMERICAN EXPRESS $00.00%0 -2-100.0% -$605 清仓
LPLA LPL FINANCIAL HOLDINGS INC $00.00%0 -2-100.0% -$602 清仓
SLDP SOLID POWER CL A ORD $00.00%0 -200-100.0% -$600 清仓
DAL DELTA AIR LINES $00.00%0 -9-100.0% -$598 清仓
WAT WATERS CORP $00.00%0 -2-100.0% -$596 清仓
PGR PROGRESSIVE CORP $00.00%0 -3-100.0% -$595 清仓
RNR RENAISSANCERE HOLDINGS LTD $00.00%0 -2-100.0% -$594 清仓
TER TERADYNE INC $00.00%0 -2-100.0% -$593 清仓
UTHR UNITED THERAPEUTICS CORP $00.00%0 -1-100.0% -$593 清仓
FANG DIAMONDBACK ENERGY INC COM USD0.01 $00.00%0 -3-100.0% -$593 清仓
CTVA CORTEVA INC $00.00%0 -7-100.0% -$586 清仓
NRG NRG ENERGY INC $00.00%0 -4-100.0% -$585 清仓
APD Air Products & Chemicals Inc $00.00%0 -2-100.0% -$581 清仓
FFIV F5 NETWORKS INC COM $00.00%0 -2-100.0% -$579 清仓