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
VRSN VERISIGN INC $2480.00%1 1— $248 新建仓
WAB WABTEC CORPORATION $2500.00%1 1— $250 新建仓
LAD LITHIA MOTORS INC $2500.00%1 1— $250 新建仓
PRI PRIMERICA INC $2500.00%1 1— $250 新建仓
NPO ENPRO INC $2510.00%1 1— $251 新建仓
NYT NEW YORK TIMES CO $2510.00%3 3— $251 新建仓
WST WEST PHARMACEUTICAL SERVICES INC $2510.00%1 1— $251 新建仓
ABNB AIRBNB INC $2530.00%2 1100.0% $126 加仓
STT STATE STREET CORP $2530.00%2 2— $253 新建仓
FE FirstEnergy Corp $2530.00%5 5— $253 新建仓
RWJ INVESCO S&P SMALL CAP 600 REVENUE ETF $2550.00%5 00.0% — 不变
AFG AMERICAN FINANCIAL GROUP INC $2550.00%2 2— $255 新建仓
ACI ALBERTSONS COMPANIES INC $2560.00%15 15— $256 新建仓
TSN TYSON FOODS INC CLASS A $2560.00%4 4— $256 新建仓
BOKF BOK FINANCIAL CORP $2560.00%2 2— $256 新建仓
XPEV XPENG $2570.00%15 00.0% — 不变
RMBS RAMBUS $2580.00%3 3— $258 新建仓
SANM SANMINA CORP $2590.00%2 2— $259 新建仓
CNP CENTERPOINT ENERGY INC $2590.00%6 6— $259 新建仓
LEN LENNAR CORP $2610.00%3 3— $261 新建仓
NBIX NEUROCRINE BIOSCIENCES INC $2630.00%2 2— $263 新建仓
SPTL SPDR PORTFOLIO LONG TERM TREASURY ETF $2630.00%10 10— $263 新建仓
MTG MGIC INVESTMENT CORP $2630.00%10 10— $263 新建仓
AIT APPLIED INDUSTRIAL TECHNOLOGIES INC $2650.00%1 1— $265 新建仓
ZBH ZIMMER BIOMET HLDGS INC $2710.00%3 -17-85.0% -$1,536 减仓
CBRE CBRE GROUP INC $2710.00%2 2— $271 新建仓
AWK AMERICAN WATER WORKS CO INC $2720.00%2 2— $272 新建仓
VMC VULCAN MATERIALS CO $2720.00%1 1— $272 新建仓
VOYA VOYA FINANCIAL INC $2730.00%4 4— $273 新建仓
CFR CULLEN/FROST BANKERS INC $2740.00%2 2— $274 新建仓
MNDY MONDAY.COM LIMITED COM NPV $2760.00%4 00.0% — 不变
PAYX PAYCHEX INC $2760.00%3 3— $276 新建仓
FTV FORTIVE CORP $2760.00%5 5— $276 新建仓
GL GLOBE LIFE INC $2780.00%2 2— $278 新建仓
CDNS Cadence Design Systems Inc $2780.00%1 1— $278 新建仓
— SUNNY OPTICAL TECHNOLOGY $2790.00%4 00.0% — 不变
BIO BIO-RAD LABORATORIES INC $2790.00%1 1— $279 新建仓
ESE ESCO TECHNOLOGIES INC $2810.00%1 1— $281 新建仓
WAL WESTERN ALLIANCE BANCORP $2830.00%4 4— $283 新建仓
ARMK ARAMARK $2840.00%7 7— $284 新建仓
SYY SYSCO CORP $2850.00%4 4— $285 新建仓
CVS CVS $2870.00%4 4— $287 新建仓
SJM SMUCKER $2890.00%3 3— $289 新建仓
WTS WATTS WATER TECHNOLOGIES INC $2900.00%1 1— $290 新建仓
RJF RAYMOND JAMES FINANCIAL INC $2900.00%2 2— $290 新建仓
WTW WILLIS TOWERS WATSON PUBLIC LIMITED COMPANY SHS $2910.00%1 1— $291 新建仓
CPAY CORPAY INC $2910.00%1 1— $291 新建仓
ALLE ALLEGION PLC $2910.00%2 2— $291 新建仓
UNM UNUM GROUP COM USD0.10 $2920.00%4 4— $292 新建仓
KHC KRAFT HEINZ CO COM $2920.00%13 13— $292 新建仓
DTE DTE ENERGY CO $2920.00%2 2— $292 新建仓
ELV ELEVANCE HEALTH INC $2930.00%1 1— $293 新建仓
CME CME GROUP INC CLASS A $2950.00%1 1— $295 新建仓
BJ BJ S WHOLESALE CLUB HOLDINGS INC $2950.00%3 3— $295 新建仓
SMCI SUPER MICRO COMPUTER INC $2960.00%13 -38-74.5% -$865 减仓
EVR EVERCORE INC $2990.00%1 1— $299 新建仓
PAG PENSKE AUTOMOTIVE GROUP INC $2990.00%2 2— $299 新建仓
EXEL EXELIXIS INC $3000.00%7 7— $300 新建仓
PNW PINNACLE WEST CAPITAL CORP $3020.00%3 3— $302 新建仓
MAS Masco Corp $3020.00%5 5— $302 新建仓
IDCC INTERDIGITAL INC $3020.00%1 1— $302 新建仓
RS RELIANCE INC $3040.00%1 1— $304 新建仓
ROIV ROIVANT SCIENCES LTD COM 0.0000000341740141 $3050.00%11 11— $305 新建仓
PIPR PIPER SANDLER COS $3060.00%4 4— $306 新建仓
PPL PPL CORP $3060.00%8 8— $306 新建仓
DVA DAVITA INC $3070.00%2 2— $307 新建仓
CNH CNH INDUSTRIAL NV $3080.00%28 28— $308 新建仓
IYH ISHARES US HEALTHCARE ETF $3120.00%5 00.0% — 不变
DINO HF SINCLAIR CORP. COM USD0.01 $3120.00%5 5— $312 新建仓
BDX BECTON DICKINSON $3140.00%2 2— $314 新建仓
ALV AUTOLIV INC $3150.00%3 3— $315 新建仓
JKHY JACK HENRY & ASSOCIATES INC $3160.00%2 2— $316 新建仓
RRC RANGE RESOURCES CORP $3160.00%7 7— $316 新建仓
GPC GENUINE PARTS CO $3170.00%3 3— $317 新建仓
AMCR AMCOR PLC ORD USD0.05 (REV SPT) $3180.00%8 8— $318 新建仓
ORI OLD REPUBLIC INTL CORP $3190.00%8 8— $319 新建仓
IR INGERSOLL RAND INC $3200.00%4 4— $320 新建仓
BBY BEST BUY CO INC $3210.00%5 5— $321 新建仓
LYB LyondellBasell Industries NV $3220.00%4 4— $322 新建仓
AEIS ADVANCED ENERGY INDUSTRIES INC $3230.00%1 1— $323 新建仓
PEG PUBLIC SERVICE ENTERPRISE $3240.00%4 4— $324 新建仓
OC OWENS-CORNING INC $3250.00%3 3— $325 新建仓
BURL BURLINGTON STORES INC. COM USD0.0001 $3250.00%1 1— $325 新建仓
BWA BORGWARNER $3260.00%6 6— $326 新建仓
EG EVEREST GROUP LTD $3270.00%1 1— $327 新建仓
AOS A.O. SMITH CORP. $3300.00%5 00.0% — 不变
TXRH TEXAS ROADHOUSE INC $3300.00%2 2— $330 新建仓
AEE AMEREN CORP $3300.00%3 3— $330 新建仓
SCI SERVICE CORP INTERNATIONAL $3300.00%4 4— $330 新建仓
GPI GROUP 1 AUTOMOTIVE INC $3310.00%1 1— $331 新建仓
APO APOLLO GLOBAL MANAGEMENT INC $3340.00%3 3— $334 新建仓
CRBG COREBRIDGE FINANCIAL INC $3340.00%14 14— $334 新建仓
ETR ENTERGY CORP $3370.00%3 3— $337 新建仓
NUE NUCOR CORP $3380.00%2 2— $338 新建仓
DY DYCOM INDUSTRIES INC $3390.00%1 1— $339 新建仓
ED CONSOLIDATED EDISON $3400.00%3 -65-95.6% -$7,367 减仓
AR ANTERO RESOURCES CORP $3400.00%8 8— $340 新建仓
KNSL KINSALE CAP GROUP INC COM $3420.00%1 -25-96.2% -$8,550 减仓
KDP KEURIG DR PEPPER $3420.00%13 13— $342 新建仓
RL RALPH LAUREN CORP CLASS A $3440.00%1 1— $344 新建仓