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
AVY AVERY DENNISON CORP $3450.00%2 2— $345 新建仓
PCAR PACCAR INC $3470.00%3 3— $347 新建仓
WEC WISCONSIN ENERGY CORP $3470.00%3 3— $347 新建仓
QUBT Quantum Computing Inc $3490.00%51 00.0% — 不变
COIN COINBASE GLOBAL CL A ORD $3490.00%2 2— $349 新建仓
TXT TEXTRON INC $3500.00%4 4— $350 新建仓
HL HECLA MINING $3540.00%19 19— $354 新建仓
ROP ROPER TECHNOLOGIES INC $3540.00%1 1— $354 新建仓
BALL BALL CORP $3550.00%6 6— $355 新建仓
OVV OVINTIV ORD $3560.00%6 6— $356 新建仓
UHS UNIVERSAL HEALTH SERVICES INC $3580.00%2 2— $358 新建仓
ALB ALBEMARLE CORP $3590.00%2 2— $359 新建仓
DPZ DOMINO S PIZZA INC $3590.00%1 1— $359 新建仓
EFX EQUIFAX INC $3600.00%2 2— $360 新建仓
STLD STEEL DYNAMICS INC $3600.00%2 2— $360 新建仓
PR PERMIAN RESOURCES CORP $3620.00%17 17— $362 新建仓
ADM ARCHER-DANIELS MIDLAND CO $3630.00%5 5— $363 新建仓
SNA SNAP-ON INC $3630.00%1 1— $363 新建仓
USB US BANCORP COM (NEW) $3640.00%7 7— $364 新建仓
APG API GROUP CORP COM USD0.0001 $3650.00%9 9— $365 新建仓
ATO ATMOS ENERGY CORP $3690.00%2 2— $369 新建仓
VSNT VERSANT MEDIA GROUP INC CL A $3700.00%10 10— $370 新建仓
D DOMINION RESOURCES $3710.00%6 6— $371 新建仓
CHD CHURCH & DWIGHT $3730.00%4 4— $373 新建仓
BABA ALIBABA GROUP HOLDING LTD $3760.00%3 00.0% — 不变
AIG AMERICAN INTL GROUP $3760.00%5 5— $376 新建仓
THC TENET HEALTHCARE CORP $3770.00%2 2— $377 新建仓
OMC OMNICOM GROUP INC $3770.00%5 5— $377 新建仓
JAZZ JAZZ PHARMACEUTICALS PLC $3780.00%2 2— $378 新建仓
DHR DANAHER CORP $3790.00%2 2— $379 新建仓
IEX IDEX CORP $3790.00%2 2— $379 新建仓
HII HUNTINGTON INGALLS INDUSTRIES INC $3800.00%1 1— $380 新建仓
KEY KEYCORP COM $3810.00%19 19— $381 新建仓
HPE HEWLETT PACKARD $3820.00%16 10166.7% $239 加仓
EQT EQT Corp $3820.00%6 6— $382 新建仓
ELAN ELANCO ANIMAL HEALTH INC $3830.00%16 16— $383 新建仓
COKE COCA-COLA CONSOLIDATED INC $3830.00%2 2— $383 新建仓
SO SOUTHERN CO $3860.00%4 4— $386 新建仓
KMB KIMBERLY CLARK CORP COM $3860.00%4 4— $386 新建仓
SRE SEMPRA ENERGY $3890.00%4 4— $389 新建仓
ODFL OLD DOMINION FREIGHT LINE INC $3910.00%2 2— $391 新建仓
PRU PRUDENTIAL FINANCIAL INC COM $3910.00%4 4— $391 新建仓
DGX QUEST DIAGNOSTICS $3920.00%2 2— $392 新建仓
AEP AMERICAN ELECTRIC POWER $3930.00%3 3— $393 新建仓
CRS CARPENTER TECHNOLOGY CORP $3940.00%1 1— $394 新建仓
MO ALTRIA GROUP INC $3960.00%6 6— $396 新建仓
MRVL MARVELL TECHNOLOGY GROUP $3960.00%4 4— $396 新建仓
VMI VALMONT INDUSTRIES INC $4000.00%1 1— $400 新建仓
CCK CROWN CORK & SEAL CO INC $4010.00%4 4— $401 新建仓
DTM DT MIDSTREAM INC COM USD0.01 $4040.00%3 3— $404 新建仓
SSNC SS&C TECHNOLOGIES HOLDINGS INC $4050.00%6 6— $405 新建仓
AMKR AMKOR TECHNOLOGY INC $4050.00%9 9— $405 新建仓
STRL STERLING INFRASTRUCTURE INC $4070.00%1 1— $407 新建仓
FTNT FORTINET INC $4090.00%5 5— $409 新建仓
NTAP NETAPP INC $4100.00%4 4— $410 新建仓
TLK TELKOM INDONESIA $4110.00%22 00.0% — 不变
IVR INVESCO MORTGAGE CAPITAL INC $4120.00%51 51— $412 新建仓
— GLOBAL X CONSCIOUS COMPANIES ETF $4150.00%10 00.0% — 不变
DOV DOVER CORP $4170.00%2 2— $417 新建仓
FAST Fastenal Co $4180.00%9 9— $418 新建仓
PKG PACKAGING CORP OF AMERICA $4240.00%2 2— $424 新建仓
SPGI S&P GLOBAL INC $4250.00%1 1— $425 新建仓
AME AMETEK INC $4290.00%2 2— $429 新建仓
CHTR CHARTER COMMUNICATIONS INC $4320.00%2 2— $432 新建仓
AIZ ASSURANT INC $4360.00%2 2— $436 新建仓
ATI ATI INC $4360.00%3 3— $436 新建仓
RSG REPUBLIC SERVICES $4380.00%2 2— $438 新建仓
EXE EXPAND ENERGY CORP $4390.00%4 4— $439 新建仓
MLI MUELLER INDUSTRIES INC $4430.00%4 4— $443 新建仓
SF STIFEL FINANCIAL CORP $4440.00%6 4300.0% $333 加仓
AMP Ameriprise Financial Inc $4440.00%1 1— $444 新建仓
— GANFENG LITHIUM CO $4550.00%49 00.0% — 不变
FIVE FIVE BELOW $4570.00%2 2— $457 新建仓
DOW DOW CHEMICAL CO $4580.00%11 11— $458 新建仓
FLEX FLEX LTD $4580.00%7 7— $458 新建仓
— LIGHTSTONE VALUE PLUS REIT $4600.00%42 42— $460 新建仓
MKSI MKS INC $4600.00%2 2— $460 新建仓
EXPE EXPEDIA INC COM $4620.00%2 2— $462 新建仓
AA ALCOA CORPORATION COM USD0.01 $4640.00%7 7— $464 新建仓
NEE NEXTERA ENERGY $4640.00%5 5— $464 新建仓
GRMN GARMIN LTD $4640.00%2 2— $464 新建仓
ARTY ISHARES FUTURE AI & TECH ETF $4650.00%10 00.0% — 不变
PHM PULTEGROUP INC $4700.00%4 4— $470 新建仓
RF REGIONS FINANCIAL CORP $4700.00%18 18— $470 新建仓
CINF CINCINNATI FINANCIAL CORP $4720.00%3 3— $472 新建仓
ICE INTERCONTINENTAL EXCHANGE $4720.00%3 3— $472 新建仓
HCA HCA HEALTHCARE INC $4730.00%1 1— $473 新建仓
NVT NVENT ELECTRIC PLC $4730.00%4 4— $473 新建仓
IESC IES HOLDINGS INC $4760.00%1 1— $476 新建仓
MEDP MEDPACE HLDGS INCCOM $4800.00%1 1— $480 新建仓
HUBB HUBBELL INC $4910.00%1 1— $491 新建仓
— COTERRA ENEREGY $4920.00%14 14— $492 新建仓
MUSA MURPHY USA INC $4940.00%1 1— $494 新建仓
TWLO TWILIO $5030.00%4 4— $503 新建仓
SNX SYNNEX CORP $5060.00%3 3— $506 新建仓
BG BUNGE GLOBAL SA $5090.00%4 4— $509 新建仓
IQV IQVIA HLDGS INC $5120.00%3 3— $512 新建仓
HBAN HUNTINGTON BANCSHARES INC $5160.00%33 33— $516 新建仓
MDLZ MONDELEZ INTL INC COM $5190.00%9 9— $519 新建仓
MRSH MARSH & MCLENNAN COMPANIES INC $5200.00%3 3— $520 新建仓