13F 机构持仓

CURIO WEALTH, LLC

ANNAPOLIS MD · SEC CIK 0002049201

2026Q22026Q1 更早 9 个季度 🔒
$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
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 16.2%
DFSD 15.7%
DFGP 15.5%
DFAI 5.7%
AVDE 4.9%
DFA US SMALL C 3.0%
DFVX 2.9%
AVEM 2.8%
AVUS 2.6%
DFA US REAL ES 2.3%

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
INCY INCYTE CORP $1880.00%2 2— $188 新建仓
WFRD WEATHERFORD INTERNATIONAL PLC $1890.00%2 2— $189 新建仓
LTH LIFE TIME GROUP HOLDINGS INC COM USD0.01 $1890.00%7 7— $189 新建仓
EXP EAGLE MATERIALS INC $1890.00%1 1— $189 新建仓
VRSK VERISK ANALYTICS INC $1900.00%1 1— $190 新建仓
CRK COMSTOCK RESOURCES INC $1900.00%9 9— $190 新建仓
ITT ITT INC $1910.00%1 1— $191 新建仓
TXN TEXAS INSTRUMENTS INC $1940.00%1 1— $194 新建仓
TTMI TTM TECHNOLOGIES INC $1950.00%2 2— $195 新建仓
XPO XPO INC $1950.00%1 1— $195 新建仓
ALLY ALLY FINANCIAL INC $1960.00%5 5— $196 新建仓
VCTR VICTORY CAPITAL HOLDINGS INC $1960.00%3 3— $196 新建仓
VAL VALARIS LTD. COM USD0.40 $1960.00%2 2— $196 新建仓
TRMB TRIMBLE INC $1960.00%3 3— $196 新建仓
DRI DARDEN RESTAURANTS INC $1960.00%1 1— $196 新建仓
WSFS WSFS FINANCIAL CORP $1960.00%3 3— $196 新建仓
FSLR FIRST SOLAR INC $1970.00%1 1— $197 新建仓
DKS DICK'S SPORTING GOODS INC $1980.00%1 1— $198 新建仓
POST POST HOLDINGS INC $1980.00%2 2— $198 新建仓
KWEB KRANESHARES CSI CHINA INTERNET $1990.00%7 7— $199 新建仓
RIG TRANSOCEAN LTD ORD $1990.00%30 30— $199 新建仓
WRB WR BERKLEY CORP $1990.00%3 3— $199 新建仓
IXN ISHARES GLOBAL TECH ETF $2000.00%2 2— $200 新建仓
DECK DECKERS OUTDOOR CORP $2000.00%2 2— $200 新建仓
WTRG ESSENTIAL UTILITIES INC $2010.00%5 5— $201 新建仓
SGOV ISHARES 0 TO 3 MNTH TREASURY BND ETF $2010.00%2 2— $201 新建仓
POOL POOL CORP $2020.00%1 1— $202 新建仓
ENSG ENSIGN GROUP INC $2020.00%1 1— $202 新建仓
IBOC INTERNATIONAL BANCSHARES CORP $2020.00%3 3— $202 新建仓
TKO TKO GROUP HOLDINGS INC $2020.00%1 1— $202 新建仓
AXS AXIS CAPITAL HOLDINGS LTD $2030.00%2 2— $203 新建仓
PLXS PLEXUS CORP $2030.00%1 1— $203 新建仓
RGA REINSURANCE GROUP OF AMERICA INC $2040.00%1 1— $204 新建仓
SYF Synchrony Financial $2040.00%3 3— $204 新建仓
DIOD DIODES INC $2050.00%3 3— $205 新建仓
AMR ALPHA METALLURGICAL RESOURCES INC COM USD0.01 $2050.00%1 1— $205 新建仓
CLX CLOROX $2070.00%2 2— $207 新建仓
UBSI United Bankshares Inc $2070.00%5 5— $207 新建仓
ES EVERSOURCE ENERGY $2080.00%3 3— $208 新建仓
HSY THE HERSHEY CO $2080.00%1 1— $208 新建仓
TRU TRANSUNION $2080.00%3 3— $208 新建仓
LAUR LAUREATE EDUCATION INC- A $2090.00%6 6— $209 新建仓
AROC ARCHROCK INC $2090.00%6 6— $209 新建仓
JXN JACKSON FINANCIAL INC $2110.00%2 2— $211 新建仓
CAH CARDINAL HEALTH INC $2110.00%1 1— $211 新建仓
JBHT JB HUNT TRANSPORT SERVICES $2120.00%1 1— $212 新建仓
KTOS KRATOS DEFENSE & SECURITY SOLUTIONS INC $2120.00%3 3— $212 新建仓
GPOR GULFPORT ENERGY OPERATING CORP. COM USD0.01 $2120.00%1 1— $212 新建仓
SWK STANLEY BLACK & DECKER INC $2130.00%3 3— $213 新建仓
EWBC EAST WEST BANCORP INC $2140.00%2 2— $214 新建仓
TAP MOLSON COORS BREWING CO B $2150.00%5 5— $215 新建仓
LNT ALLIANT ENERGY CORP $2150.00%3 3— $215 新建仓
LVS LAS VEGAS SANDS CORP $2160.00%4 -196-98.0% -$1.06万 减仓
CRBP CORBUS PHARMACEUTICALS $2160.00%23 00.0% — 不变
FDS FACTSET RESEARCH SYSTEMS $2170.00%1 -390-99.7% -$8.46万 重新持有
MOD MODINE MANUFACTURING CO $2170.00%1 1— $217 新建仓
AJG ARTHUR J. GALLAGHER & CO $2170.00%1 1— $217 新建仓
AIR AAR CORP $2190.00%2 2— $219 新建仓
COLB COLUMBIA BANKING SYSTEM INC $2190.00%8 8— $219 新建仓
— WARNER BROS. DISCOVERY $2200.00%8 00.0% — 不变
EIX EDISON INTERNATIONAL $2200.00%3 3— $220 新建仓
MGY MAGNOLIA OIL & GAS CORP CL A $2210.00%7 7— $221 新建仓
BBIO BRIDGEBIO PHARMA INC $2230.00%3 3— $223 新建仓
CART MAPLEBEAR INC $2250.00%6 -377-98.4% -$1.41万 减仓
INGR INGREDION INC $2250.00%2 2— $225 新建仓
UMBF UMB FINANCIAL CORP $2260.00%2 2— $226 新建仓
NOV NATIONAL OILWELL VARCO INC COM $2260.00%12 12— $226 新建仓
FHI FEDERATED HERMES INC $2270.00%4 4— $227 新建仓
AM ANTERO MIDSTREAM CORP $2280.00%10 10— $228 新建仓
FHN FIRST HORIZON CORP $2280.00%10 10— $228 新建仓
A AGILENT TECHNOLOGIES INC $2280.00%2 2— $228 新建仓
— DUPONT $2290.00%5 5— $229 新建仓
MOS THE MOSAIC CO $2300.00%9 9— $230 新建仓
SAM BOSTON BEER CO INC $2300.00%1 1— $230 新建仓
AKAM AKAMAI TECHNOLOGIES INC $2300.00%2 2— $230 新建仓
HWM HOWMET AEROSPACE INC COM USD1.00 $2300.00%1 1— $230 新建仓
KNX KNIGHT SWIFT TRANSN HLDGS INC $2300.00%4 4— $230 新建仓
OTIS OTIS WORLDWIDE CORP $2310.00%3 3— $231 新建仓
CNX CNX RESOURCES CORP $2310.00%6 6— $231 新建仓
BTU PEABODY ENERGY CORP $2310.00%7 7— $231 新建仓
CMS CMS ENERGY CORP $2330.00%3 3— $233 新建仓
ALSN ALLISON TRANSMISSION HOLDINGS INC $2340.00%2 2— $234 新建仓
WLK WESTLAKE CORP $2340.00%2 2— $234 新建仓
FIS FIDELITY NATIONAL INFORMATION SERVICES INC $2350.00%5 5— $235 新建仓
TW TRADEWEB MARKETS INC $2350.00%2 2— $235 新建仓
DAN DANA INC $2360.00%7 7— $236 新建仓
BEN FRANKLIN RESOURCES INC $2360.00%10 10— $236 新建仓
KBWB Invesco KBW Bank ETF $2370.00%3 3— $237 新建仓
ESI ELEMENT SOLUTIONS INC $2390.00%7 7— $239 新建仓
CFG CITIZENS FINANCIAL GROUP $2400.00%4 4— $240 新建仓
XYZ Block Inc $2410.00%4 4— $241 新建仓
LEA LEAR CORP $2420.00%2 2— $242 新建仓
ADBE Adobe Systems Inc $2430.00%1 1— $243 新建仓
ONB OLD NATIONAL BANCORP $2430.00%11 11— $243 新建仓
— ISHARES COPPER METALS MINING ETF $2440.00%5 5— $244 新建仓
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP A $2450.00%4 4— $245 新建仓
FTAI FTAI AVIATION LTD $2450.00%1 1— $245 新建仓
EVRG EVERGY INC COM NPV $2460.00%3 3— $246 新建仓
AVT Avnet Inc $2460.00%4 4— $246 新建仓
ILMN ILLUMINA INC $2470.00%2 2— $247 新建仓