13F 机构持仓

CURIO WEALTH, LLC

ANNAPOLIS MD · SEC CIK 0002049201

2026Q22026Q1 更早 9 个季度 🔒
$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
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 17.8%
DFGP 15.7%
DFSD 15.3%
DFAI 5.9%
AVDE 4.5%
DFA US SMALL C 3.3%
AVEM 3.3%
DFVX 3.2%
AVUS 2.7%
DFA US REAL ES 2.4%

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
DFAU DFA US CORE EQUITY MARKET ETF $5,728.47万17.77%1,108,237 57,1885.4% $295.60万 加仓
DFGP DFA GLOBAL CORE FIXED INCOME ETF $5,068.17万15.73%930,622 92,61511.1% $504.38万 加仓
DFSD DFA S/T FIXED INCOME ETF $4,934.39万15.31%1,033,379 75,1037.8% $358.62万 加仓
DFAI DFA INT CORE EQUITY ETF $1,893.88万5.88%459,122 32,0677.5% $132.28万 加仓
AVDE AVANTIS INTL CORE EQUITY ETF $1,462.18万4.54%163,921 -3,582-2.1% -$31.95万 减仓
— DFA US SMALL CAP ETF $1,072.89万3.33%130,300 6,2505.0% $51.46万 加仓
AVEM AVANTIS EMERGING MKT EQ ETF $1,051.72万3.26%108,998 6,2546.1% $60.34万 加仓
DFVX DIMENSIONAL US LRGE CP VCTR ETF $1,047.01万3.25%127,323 11,55810.0% $95.04万 加仓
AVUS AVANTIS US EQUITY ETF $866.70万2.69%67,669 -581-0.9% -$7.44万 减仓
— DFA US REAL ESTATE ETF $785.48万2.44%300,258 15,4595.4% $40.44万 加仓
DFAE DFA EMERGING MARKETS ETF $684.95万2.13%170,344 -4,127-2.4% -$16.59万 减仓
AVDV AVANTIS INTL SMALL VALUE ETF $653.87万2.03%63,452 2,6534.4% $27.34万 加仓
AVUV AVANTIS US SMALL CAP VALUE ETF $490.18万1.52%39,290 1,4873.9% $18.55万 加仓
— DFA US CORE EQUITY 2 ETF $478.78万1.49%107,931 -5,035-4.5% -$22.34万 减仓
— DFA US TARGETED VALUE ETF $386.97万1.20%55,360 -410-0.7% -$2.87万 减仓
DFUS DFA US EQUITY ETF $327.78万1.02%40,002 10.0% $82 加仓
DFCF DFA CORE FIXED INCOME ETF $288.16万0.89%68,267 -13,308-16.3% -$56.17万 减仓
GOOG GOOGLE CLASS C $243.05万0.75%6,879 -21-0.3% -$7,420 减仓
DFUV DFA TAX-MGD US MKT-WIDE VAL II ETF $230.82万0.72%41,960 -143-0.3% -$7,866 减仓
IGV ISHARES TECH-SOFTWARE ETF $217.54万0.67%24,011 -231-1.0% -$2.09万 减仓
VO VANGUARD MIDCAP ETF $201.05万0.62%24,953 -1,299-4.9% -$10.47万 减仓
AVGE AVANTIS ALL EQUITY MKTS ETF $194.97万0.60%19,674 1,1746.3% $11.63万 加仓
AAPL APPLE $181.11万0.56%6,259 -98-1.5% -$2.84万 减仓
SPY SPDR S&P 500 ETF $172.52万0.54%2,310 150.7% $1.12万 加仓
DISV DFA INTL SMALL CAP VALUE ETF $152.23万0.47%37,934 -1,239-3.2% -$4.97万 减仓
DUSB DIMENSIONAL ULTRASHORT FXD INC ETF $141.95万0.44%27,955 -521-1.8% -$2.65万 减仓
VCSH VG S/T CORP BOND ETF $134.07万0.42%16,965 -105-0.6% -$8,298 减仓
DFLV DFA US LARGE CAP VALUE ETF $128.32万0.40%32,452 -321-1.0% -$1.27万 减仓
DFAX DFA WORLD EX-US EQUITY ETF $126.97万0.39%34,466 1450.4% $5,342 加仓
— DFA US SMALL CAP VAL ETF $126.25万0.39%32,547 -327-1.0% -$1.27万 减仓
AVSC AVANTIS US SMALL CAP ETF $116.27万0.36%15,854 00.0% — 不变
VNQ VANGUARD REIT ETF $114.97万0.36%11,923 4834.2% $4.66万 加仓
SCHX SCHWAB US LARGE CAP ETF $113.61万0.35%38,602 2800.7% $8,240 加仓
DFSB DIMNSNL GLBL SUSTN FIXED INCM ETF $109.99万0.34%21,108 2941.4% $1.53万 加仓
RY ROYAL BANK OF CANADA $109.47万0.34%5,289 5,289— $109.47万 新建仓
DFIV DFA TAX-MGD INT'L VALUE ETF $103.72万0.32%19,201 1490.8% $8,049 加仓
IWR ISHARES RUSSELL MIDCAP ETF $93.98万0.29%8,519 5116.4% $5.64万 加仓
ESGV VANGUARD ESG US STK ETF $89.88万0.28%6,797 00.0% — 不变
PLTR PALANTIR TECHNOLOGIES $88.88万0.28%7,618 -2-0.0% -$233 减仓
MSFT MICROSOFT CORP $86.09万0.27%2,308 291.3% $1.08万 加仓
TJX TJX COMPANIES $85.55万0.27%5,647 -15-0.3% -$2,273 减仓
VTI VANGUARD STOCK MARKET ETF $81.36万0.25%2,199 10.0% $370 加仓
CSCO CISCO SYSTEMS $80.03万0.25%6,813 00.0% — 不变
LMT LOCKHEED MARTIN $78.29万0.24%1,537 80.5% $4,075 加仓
AMD AMD $76.91万0.24%1,324 00.0% — 不变
VCEB VANGUARD ESG US CORP BD ETF $69.14万0.21%11,017 00.0% — 不变
NFLX NETFLIX $64.31万0.20%9,007 -167-1.8% -$1.19万 减仓
BNDX VG TOTAL INTL BOND INDEX ETF $62.97万0.20%13,003 -1,087-7.7% -$5.26万 减仓
META META PLATFORMS $60.55万0.19%1,075 -9-0.8% -$5,070 减仓
GLD SPDR GOLD ETF $59.64万0.19%1,619 00.0% — 不变
DFIP DFA INFLATION-PROTECT SEC ETF $59.43万0.18%14,406 -227-1.6% -$9,365 减仓
WMT WALMART $54.51万0.17%4,813 -52-1.1% -$5,890 减仓
LLY ELI LILLY $52.00万0.16%434 00.0% — 不变
AMZN AMAZON $50.22万0.16%2,107 753.7% $1.79万 加仓
MU MICRON TECHNOLOGY INC $47.09万0.15%408 00.0% — 不变
NVDA NVIDIA CORP $45.38万0.14%2,268 241.1% $4,802 加仓
GOOGL GOOGLE CLASS A $45.31万0.14%1,268 433.5% $1.54万 加仓
BRK/B BERKSHIRE HATHAWAY $44.99万0.14%899 192.2% $9,507 加仓
— DFA US HIGH PROFITABILITY ETF $44.88万0.14%10,755 -151-1.4% -$6,301 减仓
QQQ POWERSHARES $43.28万0.13%588 162.8% $1.18万 加仓
AVSE AVANTIS RESPONSIBLE EMER MRK EQY ETF $41.64万0.13%5,088 -88-1.7% -$7,202 减仓
SCHA SCHWAB US SMALL CAP IDX ETF $39.55万0.12%10,947 -109-1.0% -$3,938 减仓
IBM IBM $38.08万0.12%1,354 -4-0.3% -$1,125 减仓
AVGO BROADCOM $35.60万0.11%943 8921,749.0% $33.68万 加仓
V VISA $34.24万0.11%998 30.3% $1,029 加仓
SCHP SCHWAB US TIPS ETF $34.12万0.11%12,877 -661-4.9% -$1.75万 减仓
VOO VANGUARD S&P 500 ETF $32.97万0.10%480 00.0% — 不变
IEFA ISHARES CORE MSCI EAFE ETF $30.69万0.10%3,178 1,26666.2% $12.23万 加仓
SCHF SCHWAB INT'L EQUITY ETF $30.54万0.09%11,026 1181.1% $3,269 加仓
AVRE AVANTIS REAL ESTATE ETF $28.07万0.09%5,924 210.4% $995 加仓
DFSU DFA US SUSTAINABLTY CORE 1 ETF $25.14万0.08%5,392 120.2% $560 加仓
VUSB VG ULTRA-SHORT BOND ETF $24.58万0.08%4,938 00.0% — 不变
AVSU AVANTIS RESPONSIBL US EQUITY ETF $22.82万0.07%2,578 20.1% $177 加仓
DIHP DFA INT'L HIGH PROFIT ETF $21.77万0.07%6,379 -125-1.9% -$4,266 减仓
AN AUTONATION $21.57万0.07%1,161 00.0% — 不变
UNP UNION PACIFIC $20.75万0.06%763 00.0% — 不变
SCZ ISHARES EAFE SMALL CAP ETF $20.75万0.06%2,522 00.0% — 不变
VOE VANGUARD MIDCAP VALUE ETF $20.27万0.06%1,026 -255-19.9% -$5.04万 减仓
VTV VANGUARD US VALUE ETF $00.00%0 -1,167-100.0% -$22.90万 清仓
MGC VANGUARD MEGA CAP ETF $00.00%0 -881-100.0% -$20.82万 清仓
ORLY O'REILLY AUTOMOTIVE INC COM $00.00%0 -2,015-100.0% -$18.60万 清仓
IUSV ISHARES CORE S&P VALUE ETF $00.00%0 -1,674-100.0% -$17.12万 清仓
QUAL ISHARES MSCI USA QUALITY ETF $00.00%0 -876-100.0% -$16.81万 清仓
IWB ISHARES RUSSELL 1000 $00.00%0 -453-100.0% -$16.15万 清仓
ORCL ORACLE CORP $00.00%0 -1,046-100.0% -$15.39万 清仓
VBR VANGUARD SMALL CAP VAL ETF $00.00%0 -706-100.0% -$15.34万 清仓
ONEQ FIDELITY NASDAQ COMPOSITE ETF $00.00%0 -1,740-100.0% -$14.77万 清仓
ACGL ARCH CAPITAL GROUP $00.00%0 -1,492-100.0% -$14.32万 清仓
VEA VANGUARD EUROPE/PACIFIC ETF $00.00%0 -2,219-100.0% -$14.22万 清仓
JPM JP MORGAN $00.00%0 -480-100.0% -$14.11万 清仓
TFC TRUIST FINANCIAL CORP $00.00%0 -3,026-100.0% -$13.91万 清仓
IJH ISHARES MIDCAP 400 ETF $00.00%0 -2,017-100.0% -$13.62万 清仓
MGV VANGUARD MEGA CAP VALUE ETF $00.00%0 -930-100.0% -$13.48万 清仓
VV VANGUARD LRG CAP ETF $00.00%0 -446-100.0% -$13.33万 清仓
TSLA TESLA INC $00.00%0 -346-100.0% -$12.86万 清仓
DFSI DFA INTL SUS CORE 1 ETF $00.00%0 -2,806-100.0% -$11.90万 清仓
MA MASTERCARD $00.00%0 -229-100.0% -$11.44万 清仓
BSV VG SHORT TERM BOND ETF $00.00%0 -1,442-100.0% -$11.31万 清仓
CRCL CIRCLE INTERNET GROUP INC $00.00%0 -1,099-100.0% -$10.49万 清仓
CI CIGNA CORP $00.00%0 -389-100.0% -$10.38万 清仓