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
ITW ILLINOIS TOOL WORKS INC $5210.00%2 2— $521 新建仓
DOCU DOCUSIGN INC $5220.00%11 110.0% $47 加仓
FN FABRINET $5220.00%1 1— $522 新建仓
NDSN NORDSON CORP $5320.00%2 2— $532 新建仓
L LOEWS CORP $5340.00%5 5— $534 新建仓
IFNNY INFINEON TECHNOLOGIES AG $5430.00%12 00.0% — 不变
CACI CACI INTERNATIONAL INC $5440.00%1 1— $544 新建仓
HAL HALLIBURTON CO COM $5460.00%14 14— $546 新建仓
WCC WESCO INTERNATIONAL INC $5470.00%2 2— $547 新建仓
USFD US FOOD HOLDING CORP $5530.00%6 6— $553 新建仓
DVN DEVON ENERGY CORP $5540.00%11 11— $554 新建仓
LUNR INTUITIVE MACHINES CL A $5570.00%30 00.0% — 不变
NTRS NORTHERN TRUST CORP $5580.00%4 4— $558 新建仓
CBOE CBOE GLOBAL MARKETS INC $5620.00%2 2— $562 新建仓
GTLB GITLAB INC $5630.00%26 00.0% — 不变
DE DEERE & CO $5630.00%1 1— $563 新建仓
DBVT DBV TECHNOLOGIES SA $5640.00%27 00.0% — 不变
TPR TAPESTRY INC COM $5640.00%4 4— $564 新建仓
KEYS KEYSIGHT TECHNOLOGIES INC. COM USD0.01 WD $5650.00%2 2— $565 新建仓
EXPD EXPEDITORS INTERNATIONAL OF WASHINGTON INC $5730.00%4 4— $573 新建仓
CLH CLEAN HARBORS INC $5730.00%2 2— $573 新建仓
FFIV F5 NETWORKS INC COM $5790.00%2 2— $579 新建仓
APD Air Products & Chemicals Inc $5810.00%2 2— $581 新建仓
NRG NRG ENERGY INC $5850.00%4 4— $585 新建仓
CTVA CORTEVA INC $5860.00%7 7— $586 新建仓
TER TERADYNE INC $5930.00%2 2— $593 新建仓
UTHR UNITED THERAPEUTICS CORP $5930.00%1 1— $593 新建仓
FANG DIAMONDBACK ENERGY INC COM USD0.01 $5930.00%3 3— $593 新建仓
RNR RENAISSANCERE HOLDINGS LTD $5940.00%2 2— $594 新建仓
PGR PROGRESSIVE CORP $5950.00%3 3— $595 新建仓
WAT WATERS CORP $5960.00%2 2— $596 新建仓
DAL DELTA AIR LINES $5980.00%9 9— $598 新建仓
SLDP SOLID POWER CL A ORD $6000.00%200 -1,100-84.6% -$3,300 减仓
LPLA LPL FINANCIAL HOLDINGS INC $6020.00%2 2— $602 新建仓
AXP AMERICAN EXPRESS $6050.00%2 2— $605 新建仓
MDT MEDTRONIC $6070.00%7 -105-93.8% -$9,105 减仓
HLT HILTON WORLDWIDE HOLDINGS INC $6080.00%2 2— $608 新建仓
JLL JONES LANG LASALLE INC $6090.00%2 2— $609 新建仓
IAU ISHARES GOLD ETF $6170.00%7 7— $617 新建仓
APH AMPHENOL CORP $6320.00%5 5— $632 新建仓
SNDK SANDISK CORP $6350.00%1 1— $635 新建仓
ADI ANALOG DEVICES INC COM $6360.00%2 2— $636 新建仓
GEHC GE HEALTHCARE TECHNOLOGIES $6410.00%9 -6-40.0% -$427 减仓
SHW SHERWIN WILLIAMS CO COM $6410.00%2 2— $641 新建仓
MTZ MASTEC INC $6430.00%2 2— $643 新建仓
CF CF INDUSTRIES HOLDINGS INC $6490.00%5 5— $649 新建仓
MAR MARRIOTT INTERNATIONAL $6540.00%2 2— $654 新建仓
SCHW CHARLES SCHWAB CORP $6580.00%7 7— $658 新建仓
AFL AFLAC INC $6580.00%6 6— $658 新建仓
PM PHILIP MORRIS INTL COM $6610.00%4 -46-92.0% -$7,602 减仓
NLR VANECK URANIUM NUCLEAR ENRGY ETF $6660.00%5 00.0% — 不变
— INTELLIGENT BIO SOLUTIONS INC COM USD0.01(POST REV $6690.00%200 00.0% — 不变
BKR BAKER HUGHES CO $6720.00%11 11— $672 新建仓
HIG THE HARTFORD INSURANCE GROUP INC $6760.00%5 5— $676 新建仓
CW CURTISS-WRIGHT CORP $6810.00%1 1— $681 新建仓
NOC NORTHROP GRUMMAN $6820.00%1 1— $682 新建仓
GD GENERAL DYNAMICS $6860.00%2 2— $686 新建仓
LHX L3HARRIS TECHNOLOGIES INC $6900.00%2 2— $690 新建仓
OXY OCCIDENTAL $7150.00%11 11— $715 新建仓
ETN EATON CORP PLC ORD $7150.00%2 2— $715 新建仓
WWD WOODWARD INC $7160.00%2 2— $716 新建仓
ADSK AUTODESK INC $7180.00%3 2200.0% $479 加仓
SLB SCHLUMBERGER LTD COM $7190.00%14 14— $719 新建仓
FNDE SCHWAB FUNDTL EMRG MKT EQT ETF $7270.00%19 00.0% — 不变
SCHG SCHWAB US LARGE CAP GROWTH ETF $7280.00%25 00.0% — 不变
CASY CASEY S GENERAL STORES INC $7280.00%1 1— $728 新建仓
BIIB BIOGEN INC COM $7330.00%4 2100.0% $366 加仓
EME EMCOR GROUP INC $7380.00%1 1— $738 新建仓
KMI KINDER MORGAN INC $7380.00%22 22— $738 新建仓
GWRE GUIDEWIRE SOFTWARE $7480.00%5 00.0% — 不变
TQQQ PROSHARES ULTRAPRO QQQ $7510.00%18 12200.0% $501 加仓
TRGP Targa Resources Corp $7520.00%3 3— $752 新建仓
VST VISTRA ENERGY CORP $7520.00%5 5— $752 新建仓
— BYD CO LTD $7560.00%56 00.0% — 不变
FTI TECHNIPFMC PLC $7600.00%11 11— $760 新建仓
REGN REGENERON PHARMACEUTICALS INC $7730.00%1 1— $773 新建仓
CIEN CIENA CORP $7760.00%2 2— $776 新建仓
DLB DOLBY LABORATORIES INC $7810.00%13 00.0% — 不变
STX SEAGATE TECHNOLOGY HOLDINGS PLC $7840.00%2 2— $784 新建仓
JCI JOHNSON CONTROLS INT'L $7860.00%6 6— $786 新建仓
JBL JABIL INC $7970.00%3 3— $797 新建仓
CERT CERTARA INC $7980.00%140 00.0% — 不变
WMB WILLIAMS COS INC COM $8010.00%11 11— $801 新建仓
ON ON SEMICONDUCTOR $8050.00%13 00.0% — 不变
BWXT BWX TECHNOLOGIES $8180.00%4 -30-88.2% -$6,135 减仓
MTCH MATCH GROUP $8210.00%27 28.0% $61 加仓
FIG FIGMA INC $8240.00%39 39— $824 新建仓
ALL ALLSTATE CORP $8290.00%4 4— $829 新建仓
TT TRANE TECHNOLOGIES PLC $8330.00%2 2— $833 新建仓
RXRX RECURSION PHARMACEUTICALS INC $8380.00%273 273— $838 新建仓
CRH CRH PLC $8410.00%8 8— $841 新建仓
LNG CHENIERE ENERGY INC $8510.00%3 3— $851 新建仓
PGX INVESCO PREFERRED ETF $8600.00%79 59295.0% $642 加仓
MCK MCKESSON $8650.00%1 1— $865 新建仓
MSI MOTOROLA SOLUTIONS INC $8680.00%2 2— $868 新建仓
USIG ISHARES BROAD USD INVM GRD CORP BD ETF $8710.00%17 17— $871 新建仓
MCO MOODYS CORP $8730.00%2 2— $873 新建仓
ZM ZOOM VIDEO COMM $8840.00%11 337.5% $241 加仓
IP INTERNATIONAL PAPER CO $8930.00%25 956.2% $321 加仓
CSX CSX CORP $9030.00%22 22— $903 新建仓