CURIO WEALTH, LLC
ANNAPOLIS MD · SEC CIK 0002049201
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| PSA | PUBLIC STORAGE | $9.70万 | 0.03% | 358 | 358 | — | $9.70万 | 新建仓 |
| FELC | FIDELITY ENCHANGED LARGE CAP | $9.59万 | 0.03% | 2,644 | 0 | 0.0% | — | 不变 |
| XBI | SPDR TRUST S&P BIOTECH ETF | $9.55万 | 0.03% | 748 | 0 | 0.0% | — | 不变 |
| DFAW | DIMENSIONAL WORLD EQUITY ETF | $9.33万 | 0.03% | 1,265 | -64 | -4.8% | -$4,720 | 减仓 |
| NSC | NORFOLK SOUTHERN | $9.01万 | 0.03% | 314 | 1 | 0.3% | $287 | 加仓 |
| PG | PROCTER & GAMBLE | $8.91万 | 0.03% | 617 | 17 | 2.8% | $2,455 | 加仓 |
| VXUS | VANGUARD TOTAL INTL STOCK ETF | $8.79万 | 0.03% | 1,140 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $8.74万 | 0.03% | 531 | 4 | 0.8% | $658 | 加仓 |
| RCL | ROYAL CARIBBEAN CRUISES LTD | $8.39万 | 0.03% | 305 | -56 | -15.5% | -$1.54万 | 减仓 |
| TILT | FLEXSHARES MSTAR US MKT FACTORS TILT ETF | $8.09万 | 0.03% | 335 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COMPANIES | $7.42万 | 0.03% | 314 | -4 | -1.3% | -$945 | 减仓 |
| HD | HOME DEPOT | $7.24万 | 0.02% | 220 | 2 | 0.9% | $658 | 加仓 |
| EEM | ISHARES EMERGING MKTS ETF | $7.05万 | 0.02% | 1,241 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMERICA | $7.02万 | 0.02% | 1,439 | -250 | -14.8% | -$1.22万 | 减仓 |
| EFA | ISHARES MSCI EAFE ETF | $6.61万 | 0.02% | 681 | 0 | 0.0% | — | 不变 |
| RPM | RPM INC-OHIO | $6.20万 | 0.02% | 624 | 1 | 0.2% | $99 | 加仓 |
| DHI | D.R. HORTON | $6.17万 | 0.02% | 450 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $6.16万 | 0.02% | 252 | 14 | 5.9% | $3,422 | 加仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $5.87万 | 0.02% | 519 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD EMERGING MKT ETF | $5.84万 | 0.02% | 1,081 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT INC COM | $5.84万 | 0.02% | 135 | 1 | 0.7% | $432 | 加仓 |
| FDX | FDX CORP | $5.79万 | 0.02% | 163 | -29 | -15.1% | -$1.03万 | 减仓 |
| XRN | GLOBAL MEDICAL REIT | $5.71万 | 0.02% | 1,727 | 1,727 | — | $5.71万 | 新建仓 |
| PNC | PNC BANK CORP | $5.64万 | 0.02% | 271 | 2 | 0.7% | $416 | 加仓 |
| AVIG | Avantis Core Fixed Income ETF | $5.60万 | 0.02% | 1,349 | 0 | 0.0% | — | 不变 |
| AVSD | AVANTIS RESPONSBL INTRL EQTY ETF | $5.49万 | 0.02% | 746 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES CORE S&P SM CAP ETF | $5.49万 | 0.02% | 441 | 0 | 0.0% | — | 不变 |
| SPYM | STATE STREET SPDR PORT S&P 500 ETF | $5.35万 | 0.02% | 699 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC COM | $5.31万 | 0.02% | 342 | 10 | 3.0% | $1,553 | 加仓 |
| QCOM | QUALCOMM | $5.25万 | 0.02% | 408 | 8 | 2.0% | $1,030 | 加仓 |
| ITOT | ISHARE CORE S&P TTL US STOCK MKT ETF | $5.22万 | 0.02% | 366 | 0 | 0.0% | — | 不变 |
| USMV | ISHARE EDGE MSCI MIN VOL ETF | $5.05万 | 0.02% | 545 | 0 | 0.0% | — | 不变 |
| DFSE | DFA EMG MRKT SUS CORE 1 ETF | $5.00万 | 0.02% | 1,180 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC COM | $4.74万 | 0.02% | 218 | 3 | 1.4% | $652 | 加仓 |
| IEMG | ISHARES EMERGING MKT ETF | $4.68万 | 0.02% | 670 | -465 | -41.0% | -$3.25万 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $4.53万 | 0.02% | 302 | 2 | 0.7% | $300 | 加仓 |
| IBP | INSTALLED BUILDING PRODUCTS | $4.51万 | 0.02% | 170 | 1 | 0.6% | $265 | 加仓 |
| MRK | MERCK & CO INC | $4.34万 | 0.01% | 361 | 16 | 4.6% | $1,925 | 加仓 |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $4.27万 | 0.01% | 734 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN ETF | $4.19万 | 0.01% | 709 | 130 | 22.5% | $7,679 | 加仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $4.17万 | 0.01% | 561 | 0 | 0.0% | — | 不变 |
| BF/B | BROWN-FORMAN CORP | $4.17万 | 0.01% | 1,576 | 4 | 0.3% | $106 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING | $4.10万 | 0.01% | 202 | 2 | 1.0% | $406 | 加仓 |
| PLAB | PHOTRONICS INC | $4.04万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR Portfolio S&P 500 Value ETF | $3.99万 | 0.01% | 705 | 3 | 0.4% | $170 | 加仓 |
| COST | COSTCO | $3.99万 | 0.01% | 40 | 40 | — | $3.99万 | 新建仓 |
| — | EXXON MOBIL | $3.94万 | 0.01% | 232 | 29 | 14.3% | $4,920 | 加仓 |
| BRO | BROWN & BROWN | $3.92万 | 0.01% | 601 | 1 | 0.2% | $65 | 加仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $3.80万 | 0.01% | 954 | -290 | -23.3% | -$1.16万 | 减仓 |
| VZ | VERIZON | $3.64万 | 0.01% | 726 | 30 | 4.3% | $1,506 | 加仓 |
| VGT | VG INFO TECHNOLOGY ETF | $3.63万 | 0.01% | 52 | -55 | -51.4% | -$3.84万 | 减仓 |
| TLTD | FLEXSHARE MSTAR DEVMKS EX-US FCT TILT ETF | $3.63万 | 0.01% | 386 | 0 | 0.0% | — | 不变 |
| TROW | TR PRICE GROUP INC | $3.50万 | 0.01% | 388 | 2 | 0.5% | $180 | 加仓 |
| KO | COCA COLA | $3.49万 | 0.01% | 459 | 164 | 55.6% | $1.25万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $3.48万 | 0.01% | 905 | 16 | 1.8% | $615 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP | $3.46万 | 0.01% | 384 | 5 | 1.3% | $451 | 加仓 |
| ORA | ORMAT TECHNOLOGIES | $3.30万 | 0.01% | 295 | 2 | 0.7% | $224 | 加仓 |
| BR | BROADRIDGE FINANCIAL SOLUTIONS | $3.28万 | 0.01% | 202 | 2 | 1.0% | $325 | 加仓 |
| CNI | CANADIAN NATIONAL RAILWAY | $3.26万 | 0.01% | 317 | 0 | 0.0% | — | 不变 |
| AUB | ATLANTIC UNION BANKSHARES CORP | $3.22万 | 0.01% | 901 | 1 | 0.1% | $36 | 加仓 |
| ABT | ABBOTT LABORATORIES | $3.18万 | 0.01% | 310 | 3 | 1.0% | $308 | 加仓 |
| VIG | VG DVDND APPRECIATION ETF | $2.85万 | 0.01% | 132 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY | $2.74万 | 0.01% | 345 | 4 | 1.2% | $318 | 加仓 |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR | $2.74万 | 0.01% | 114 | 0 | 0.0% | — | 不变 |
| THO | THOR INDUSTRIES | $2.67万 | 0.01% | 334 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE | $2.61万 | 0.01% | 15 | 0 | 0.0% | — | 不变 |
| MDY | S&P MID CAP 400 ETF | $2.53万 | 0.01% | 41 | 0 | 0.0% | — | 不变 |
| LCID | LUCID GROUP ORD | $2.50万 | 0.01% | 2,621 | 2,613 | 32,662.5% | $2.49万 | 加仓 |
| APLD | APPLIED DIGITAL CORP | $2.39万 | 0.01% | 1,006 | 600 | 147.8% | $1.42万 | 加仓 |
| TMUS | T-MOBILE US | $2.29万 | 0.01% | 109 | 5 | 4.8% | $1,051 | 加仓 |
| EMXC | ISHARES MSCI EMERGING MKTS EX CHINA ETF | $2.23万 | 0.01% | 284 | 0 | 0.0% | — | 不变 |
| PECO | PHILLIPS EDISON AND COMPANY | $2.21万 | 0.01% | 591 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES RUSSELL 2000 ETF | $2.21万 | 0.01% | 89 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD US LG CAP GRWTH ETF | $2.05万 | 0.01% | 47 | 0 | 0.0% | — | 不变 |
| MKC | MCCORMICK | $2.03万 | 0.01% | 403 | 3 | 0.8% | $151 | 加仓 |
| COP | CONOCO PHILLIPS | $2.01万 | 0.01% | 152 | 65 | 74.7% | $8,589 | 加仓 |
| CP | CANADIAN PACIFIC RAILWAY | $1.97万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD SMALL CAP ETF | $1.91万 | 0.01% | 73 | -84 | -53.5% | -$2.20万 | 减仓 |
| MBB | ISHARES MBS ETF | $1.88万 | 0.01% | 198 | 183 | 1,220.0% | $1.74万 | 加仓 |
| VBK | VANGUARD SM CAP GRW ETF | $1.87万 | 0.01% | 62 | 0 | 0.0% | — | 不变 |
| THRO | ISHARES U.S. THEMATIC ROTATION ACTIVE ETF | $1.86万 | 0.01% | 515 | 0 | 0.0% | — | 不变 |
| VIOO | VANGUARD S&P SM CAP 600 ETF | $1.78万 | 0.01% | 155 | -19 | -10.9% | -$2,182 | 减仓 |
| XLY | SPDR - CONSUMER DISCRETIONARY ETF | $1.77万 | 0.01% | 162 | -228 | -58.5% | -$2.48万 | 减仓 |
| LUV | SOUTHWEST AIRLINES | $1.76万 | 0.01% | 468 | -1,659 | -78.0% | -$6.23万 | 减仓 |
| — | CRESCO LABS INC | $1.75万 | 0.01% | 20,161 | 0 | 0.0% | — | 不变 |
| — | ABRDN WORLD HEALTHCARE | $1.72万 | 0.01% | 1,473 | 1,473 | — | $1.72万 | 新建仓 |
| EW | EDWARDS LIFESCIENCES | $1.71万 | 0.01% | 213 | 5 | 2.4% | $400 | 加仓 |
| NXPI | NXP SEMICONDUCTOR NV COM | $1.67万 | 0.01% | 85 | 3 | 3.7% | $591 | 加仓 |
| M | MACY'S | $1.67万 | 0.01% | 921 | 14 | 1.5% | $253 | 加仓 |
| VT | VANGUARD TOTAL WORLD ETF | $1.63万 | 0.01% | 118 | 8 | 7.3% | $1,107 | 加仓 |
| TM | TOYOTA | $1.59万 | 0.01% | 77 | 0 | 0.0% | — | 不变 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $1.58万 | 0.01% | 312 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM | $1.58万 | 0.01% | 51 | 11 | 27.5% | $3,405 | 加仓 |
| APA | APA Corp | $1.53万 | 0.01% | 360 | 7 | 2.0% | $297 | 加仓 |
| NVO | Novo Nordisk A/S | $1.53万 | 0.01% | 415 | 0 | 0.0% | — | 不变 |
| MPLX | MPLX LP PARTNERSHIP UNITS | $1.50万 | 0.01% | 263 | 0 | 0.0% | — | 不变 |
| — | THOMSON REUTERS | $1.47万 | 0.01% | 163 | 0 | 0.0% | — | 不变 |
| XLI | THE INDUSTRIAL SELECT SECTOR SPDR ETF | $1.44万 | 0.00% | 89 | 46 | 107.0% | $7,440 | 加仓 |
| SCHB | SCHWAB US BROAD MARKET ETF | $1.42万 | 0.00% | 567 | 0 | 0.0% | — | 不变 |
| DIS | WALT DISNEY | $1.37万 | 0.00% | 142 | -81 | -36.3% | -$7,798 | 减仓 |