CURIO WEALTH, LLC
ANNAPOLIS MD · SEC CIK 0002049201
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD US VALUE ETF | $0 | 0.00% | 0 | -1,167 | -100.0% | -$22.90万 | 清仓 |
| MGC | VANGUARD MEGA CAP ETF | $0 | 0.00% | 0 | -881 | -100.0% | -$20.82万 | 清仓 |
| ORLY | O'REILLY AUTOMOTIVE INC COM | $0 | 0.00% | 0 | -2,015 | -100.0% | -$18.60万 | 清仓 |
| IUSV | ISHARES CORE S&P VALUE ETF | $0 | 0.00% | 0 | -1,674 | -100.0% | -$17.12万 | 清仓 |
| QUAL | ISHARES MSCI USA QUALITY ETF | $0 | 0.00% | 0 | -876 | -100.0% | -$16.81万 | 清仓 |
| IWB | ISHARES RUSSELL 1000 | $0 | 0.00% | 0 | -453 | -100.0% | -$16.15万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,046 | -100.0% | -$15.39万 | 清仓 |
| VBR | VANGUARD SMALL CAP VAL ETF | $0 | 0.00% | 0 | -706 | -100.0% | -$15.34万 | 清仓 |
| ONEQ | FIDELITY NASDAQ COMPOSITE ETF | $0 | 0.00% | 0 | -1,740 | -100.0% | -$14.77万 | 清仓 |
| ACGL | ARCH CAPITAL GROUP | $0 | 0.00% | 0 | -1,492 | -100.0% | -$14.32万 | 清仓 |
| VEA | VANGUARD EUROPE/PACIFIC ETF | $0 | 0.00% | 0 | -2,219 | -100.0% | -$14.22万 | 清仓 |
| JPM | JP MORGAN | $0 | 0.00% | 0 | -480 | -100.0% | -$14.11万 | 清仓 |
| TFC | TRUIST FINANCIAL CORP | $0 | 0.00% | 0 | -3,026 | -100.0% | -$13.91万 | 清仓 |
| IJH | ISHARES MIDCAP 400 ETF | $0 | 0.00% | 0 | -2,017 | -100.0% | -$13.62万 | 清仓 |
| MGV | VANGUARD MEGA CAP VALUE ETF | $0 | 0.00% | 0 | -930 | -100.0% | -$13.48万 | 清仓 |
| VV | VANGUARD LRG CAP ETF | $0 | 0.00% | 0 | -446 | -100.0% | -$13.33万 | 清仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | -346 | -100.0% | -$12.86万 | 清仓 |
| DFSI | DFA INTL SUS CORE 1 ETF | $0 | 0.00% | 0 | -2,806 | -100.0% | -$11.90万 | 清仓 |
| MA | MASTERCARD | $0 | 0.00% | 0 | -229 | -100.0% | -$11.44万 | 清仓 |
| BSV | VG SHORT TERM BOND ETF | $0 | 0.00% | 0 | -1,442 | -100.0% | -$11.31万 | 清仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $0 | 0.00% | 0 | -1,099 | -100.0% | -$10.49万 | 清仓 |
| CI | CIGNA CORP | $0 | 0.00% | 0 | -389 | -100.0% | -$10.38万 | 清仓 |
| — | 3-D MATRIX LTD | $0 | 0.00% | 0 | -38,900 | -100.0% | -$10.25万 | 清仓 |
| SCHD | SCHWAB US DIVIDEND EQ ETF | $0 | 0.00% | 0 | -3,240 | -100.0% | -$9.94万 | 清仓 |
| PSA | PUBLIC STORAGE | $0 | 0.00% | 0 | -358 | -100.0% | -$9.70万 | 清仓 |
| FELC | FIDELITY ENCHANGED LARGE CAP | $0 | 0.00% | 0 | -2,644 | -100.0% | -$9.59万 | 清仓 |
| XBI | SPDR TRUST S&P BIOTECH ETF | $0 | 0.00% | 0 | -748 | -100.0% | -$9.55万 | 清仓 |
| DFAW | DIMENSIONAL WORLD EQUITY ETF | $0 | 0.00% | 0 | -1,265 | -100.0% | -$9.33万 | 清仓 |
| NSC | NORFOLK SOUTHERN | $0 | 0.00% | 0 | -314 | -100.0% | -$9.01万 | 清仓 |
| PG | PROCTER & GAMBLE | $0 | 0.00% | 0 | -617 | -100.0% | -$8.91万 | 清仓 |
| VXUS | VANGUARD TOTAL INTL STOCK ETF | $0 | 0.00% | 0 | -1,140 | -100.0% | -$8.79万 | 清仓 |
| MS | MORGAN STANLEY | $0 | 0.00% | 0 | -531 | -100.0% | -$8.74万 | 清仓 |
| RCL | ROYAL CARIBBEAN CRUISES LTD | $0 | 0.00% | 0 | -305 | -100.0% | -$8.39万 | 清仓 |
| TILT | FLEXSHARES MSTAR US MKT FACTORS TILT ETF | $0 | 0.00% | 0 | -335 | -100.0% | -$8.09万 | 清仓 |
| LOW | LOWES COMPANIES | $0 | 0.00% | 0 | -314 | -100.0% | -$7.42万 | 清仓 |
| HD | HOME DEPOT | $0 | 0.00% | 0 | -220 | -100.0% | -$7.24万 | 清仓 |
| EEM | ISHARES EMERGING MKTS ETF | $0 | 0.00% | 0 | -1,241 | -100.0% | -$7.05万 | 清仓 |
| BAC | BANK OF AMERICA | $0 | 0.00% | 0 | -1,439 | -100.0% | -$7.02万 | 清仓 |
| EFA | ISHARES MSCI EAFE ETF | $0 | 0.00% | 0 | -681 | -100.0% | -$6.61万 | 清仓 |
| RPM | RPM INC-OHIO | $0 | 0.00% | 0 | -624 | -100.0% | -$6.20万 | 清仓 |
| DHI | D.R. HORTON | $0 | 0.00% | 0 | -450 | -100.0% | -$6.17万 | 清仓 |
| JNJ | JOHNSON & JOHNSON | $0 | 0.00% | 0 | -252 | -100.0% | -$6.16万 | 清仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $0 | 0.00% | 0 | -519 | -100.0% | -$5.87万 | 清仓 |
| VWO | VANGUARD EMERGING MKT ETF | $0 | 0.00% | 0 | -1,081 | -100.0% | -$5.84万 | 清仓 |
| INTU | INTUIT INC COM | $0 | 0.00% | 0 | -135 | -100.0% | -$5.84万 | 清仓 |
| FDX | FDX CORP | $0 | 0.00% | 0 | -163 | -100.0% | -$5.79万 | 清仓 |
| XRN | GLOBAL MEDICAL REIT | $0 | 0.00% | 0 | -1,727 | -100.0% | -$5.71万 | 清仓 |
| PNC | PNC BANK CORP | $0 | 0.00% | 0 | -271 | -100.0% | -$5.64万 | 清仓 |
| AVIG | Avantis Core Fixed Income ETF | $0 | 0.00% | 0 | -1,349 | -100.0% | -$5.60万 | 清仓 |
| AVSD | AVANTIS RESPONSBL INTRL EQTY ETF | $0 | 0.00% | 0 | -746 | -100.0% | -$5.49万 | 清仓 |
| IJR | ISHARES CORE S&P SM CAP ETF | $0 | 0.00% | 0 | -441 | -100.0% | -$5.49万 | 清仓 |
| SPYM | STATE STREET SPDR PORT S&P 500 ETF | $0 | 0.00% | 0 | -699 | -100.0% | -$5.35万 | 清仓 |
| PEP | PEPSICO INC COM | $0 | 0.00% | 0 | -342 | -100.0% | -$5.31万 | 清仓 |
| QCOM | QUALCOMM | $0 | 0.00% | 0 | -408 | -100.0% | -$5.25万 | 清仓 |
| ITOT | ISHARE CORE S&P TTL US STOCK MKT ETF | $0 | 0.00% | 0 | -366 | -100.0% | -$5.22万 | 清仓 |
| USMV | ISHARE EDGE MSCI MIN VOL ETF | $0 | 0.00% | 0 | -545 | -100.0% | -$5.05万 | 清仓 |
| DFSE | DFA EMG MRKT SUS CORE 1 ETF | $0 | 0.00% | 0 | -1,180 | -100.0% | -$5.00万 | 清仓 |
| ABBV | ABBVIE INC COM | $0 | 0.00% | 0 | -218 | -100.0% | -$4.74万 | 清仓 |
| IEMG | ISHARES EMERGING MKT ETF | $0 | 0.00% | 0 | -670 | -100.0% | -$4.68万 | 清仓 |
| STZ | CONSTELLATION BRANDS INC | $0 | 0.00% | 0 | -302 | -100.0% | -$4.53万 | 清仓 |
| IBP | INSTALLED BUILDING PRODUCTS | $0 | 0.00% | 0 | -170 | -100.0% | -$4.51万 | 清仓 |
| MRK | MERCK & CO INC | $0 | 0.00% | 0 | -361 | -100.0% | -$4.34万 | 清仓 |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $0 | 0.00% | 0 | -734 | -100.0% | -$4.27万 | 清仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN ETF | $0 | 0.00% | 0 | -709 | -100.0% | -$4.19万 | 清仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $0 | 0.00% | 0 | -561 | -100.0% | -$4.17万 | 清仓 |
| BF/B | BROWN-FORMAN CORP | $0 | 0.00% | 0 | -1,576 | -100.0% | -$4.17万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING | $0 | 0.00% | 0 | -202 | -100.0% | -$4.10万 | 清仓 |
| PLAB | PHOTRONICS INC | $0 | 0.00% | 0 | -1,000 | -100.0% | -$4.04万 | 清仓 |
| SPYV | SPDR Portfolio S&P 500 Value ETF | $0 | 0.00% | 0 | -705 | -100.0% | -$3.99万 | 清仓 |
| COST | COSTCO | $0 | 0.00% | 0 | -40 | -100.0% | -$3.99万 | 清仓 |
| — | EXXON MOBIL | $0 | 0.00% | 0 | -232 | -100.0% | -$3.94万 | 清仓 |
| BRO | BROWN & BROWN | $0 | 0.00% | 0 | -601 | -100.0% | -$3.92万 | 清仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $0 | 0.00% | 0 | -954 | -100.0% | -$3.80万 | 清仓 |
| VZ | VERIZON | $0 | 0.00% | 0 | -726 | -100.0% | -$3.64万 | 清仓 |
| VGT | VG INFO TECHNOLOGY ETF | $0 | 0.00% | 0 | -416 | -100.0% | -$3.63万 | 清仓 |
| TLTD | FLEXSHARE MSTAR DEVMKS EX-US FCT TILT ETF | $0 | 0.00% | 0 | -386 | -100.0% | -$3.63万 | 清仓 |
| TROW | TR PRICE GROUP INC | $0 | 0.00% | 0 | -388 | -100.0% | -$3.50万 | 清仓 |
| KO | COCA COLA | $0 | 0.00% | 0 | -459 | -100.0% | -$3.49万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -905 | -100.0% | -$3.48万 | 清仓 |
| PFG | PRINCIPAL FINANCIAL GROUP | $0 | 0.00% | 0 | -384 | -100.0% | -$3.46万 | 清仓 |
| ORA | ORMAT TECHNOLOGIES | $0 | 0.00% | 0 | -295 | -100.0% | -$3.30万 | 清仓 |
| BR | BROADRIDGE FINANCIAL SOLUTIONS | $0 | 0.00% | 0 | -202 | -100.0% | -$3.28万 | 清仓 |
| CNI | CANADIAN NATIONAL RAILWAY | $0 | 0.00% | 0 | -317 | -100.0% | -$3.26万 | 清仓 |
| AUB | ATLANTIC UNION BANKSHARES CORP | $0 | 0.00% | 0 | -901 | -100.0% | -$3.22万 | 清仓 |
| ABT | ABBOTT LABORATORIES | $0 | 0.00% | 0 | -310 | -100.0% | -$3.18万 | 清仓 |
| VIG | VG DVDND APPRECIATION ETF | $0 | 0.00% | 0 | -132 | -100.0% | -$2.85万 | 清仓 |
| XEL | XCEL ENERGY | $0 | 0.00% | 0 | -345 | -100.0% | -$2.74万 | 清仓 |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR | $0 | 0.00% | 0 | -114 | -100.0% | -$2.74万 | 清仓 |
| THO | THOR INDUSTRIES | $0 | 0.00% | 0 | -334 | -100.0% | -$2.67万 | 清仓 |
| MELI | MERCADOLIBRE | $0 | 0.00% | 0 | -15 | -100.0% | -$2.61万 | 清仓 |
| MDY | S&P MID CAP 400 ETF | $0 | 0.00% | 0 | -41 | -100.0% | -$2.53万 | 清仓 |
| LCID | LUCID GROUP ORD | $0 | 0.00% | 0 | -2,621 | -100.0% | -$2.50万 | 清仓 |
| APLD | APPLIED DIGITAL CORP | $0 | 0.00% | 0 | -1,006 | -100.0% | -$2.39万 | 清仓 |
| TMUS | T-MOBILE US | $0 | 0.00% | 0 | -109 | -100.0% | -$2.29万 | 清仓 |
| EMXC | ISHARES MSCI EMERGING MKTS EX CHINA ETF | $0 | 0.00% | 0 | -284 | -100.0% | -$2.23万 | 清仓 |
| PECO | PHILLIPS EDISON AND COMPANY | $0 | 0.00% | 0 | -591 | -100.0% | -$2.21万 | 清仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $0 | 0.00% | 0 | -89 | -100.0% | -$2.21万 | 清仓 |
| VUG | VANGUARD US LG CAP GRWTH ETF | $0 | 0.00% | 0 | -282 | -100.0% | -$2.05万 | 清仓 |
| MKC | MCCORMICK | $0 | 0.00% | 0 | -403 | -100.0% | -$2.03万 | 清仓 |
| COP | CONOCO PHILLIPS | $0 | 0.00% | 0 | -152 | -100.0% | -$2.01万 | 清仓 |