CURA WEALTH ADVISORS, LLC
CHICAGO IL · SEC CIK 0002056729
$2.34亿2026Q2 申报市值
140持仓数
62.8%前十大占比 · 第一大 31.1%
11 / 7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
MU 新建仓+$53.09万
VXUS 加仓+$38.44万
PYLD 新建仓+$29.14万
XLU 新建仓+$25.85万
UNH 新建仓+$22.76万
2026Q2 卖出最多 按季末市值估算
ARI 减仓-$172.38万
FSK 减仓-$139.10万
MFIC 减仓-$101.90万
ABBV 减仓-$78.29万
TDG 重新持有-$32.90万
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 |
|---|---|---|---|---|---|---|---|---|
| ABBV | ABBVIE INC | $7,294.33万 | 31.14% | 289,872 | -3,111 | -1.1% | -$78.29万 | 减仓 |
| FSK | FS KKR CAP CORP | $2,239.08万 | 9.56% | 2,132,461 | -132,473 | -5.8% | -$139.10万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $2,068.73万 | 8.83% | 227,985 | -1,642 | -0.7% | -$14.90万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $637.80万 | 2.72% | 40,637 | 377 | 0.9% | $5.92万 | 加仓 |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | $516.93万 | 2.21% | 512,823 | -101,095 | -16.5% | -$101.90万 | 减仓 |
| AAPL | APPLE INC | $432.19万 | 1.84% | 14,936 | 342 | 2.3% | $9.90万 | 加仓 |
| — | ARES COML REAL ESTATE CORP | $405.97万 | 1.73% | 902,153 | -3,448 | -0.4% | -$1.55万 | 减仓 |
| GDXJ | VANECK ETF TRUST | $384.12万 | 1.64% | 39,096 | 1,300 | 3.4% | $12.77万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $381.70万 | 1.63% | 10,315 | 537 | 5.5% | $19.87万 | 加仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $354.55万 | 1.51% | 302,000 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $312.49万 | 1.33% | 31,041 | 1,532 | 5.2% | $15.42万 | 加仓 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $312.04万 | 1.33% | 269,000 | -1,000 | -0.4% | -$1.16万 | 减仓 |
| ARI | APOLLO COML REAL ESTATE FIN | $294.59万 | 1.26% | 275,833 | -161,400 | -36.9% | -$172.38万 | 减仓 |
| — | GRANITE PT MTG TR INC | $270.18万 | 1.15% | 1,801,228 | -103,850 | -5.5% | -$15.58万 | 减仓 |
| EIM | EATON VANCE MUN BD FD | $253.13万 | 1.08% | 254,149 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $247.16万 | 1.05% | 6,626 | 580 | 9.6% | $21.63万 | 加仓 |
| AMLP | ALPS ETF TR | $228.32万 | 0.97% | 44,035 | 1,185 | 2.8% | $6.14万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $196.41万 | 0.84% | 9,816 | 1,101 | 12.6% | $22.03万 | 加仓 |
| IVV | ISHARES TR | $193.01万 | 0.82% | 2,577 | -2 | -0.1% | -$1,498 | 减仓 |
| VXUS | VANGUARD STAR FDS | $172.31万 | 0.74% | 20,155 | 4,496 | 28.7% | $38.44万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $172.22万 | 0.74% | 13,840 | -330 | -2.3% | -$4.11万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $170.71万 | 0.73% | 2,486 | 212 | 9.3% | $14.56万 | 加仓 |
| AMZN | AMAZON COM INC | $170.24万 | 0.73% | 7,143 | 473 | 7.1% | $11.27万 | 加仓 |
| GOOGL | ALPHABET INC | $160.79万 | 0.69% | 4,499 | 52 | 1.2% | $1.86万 | 加仓 |
| GBDC | GOLUB CAP BDC INC | $154.82万 | 0.66% | 120,200 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $149.48万 | 0.64% | 2,987 | 71 | 2.4% | $3.55万 | 加仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $133.32万 | 0.57% | 110,000 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $124.22万 | 0.53% | 27,290 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $115.72万 | 0.49% | 39,319 | 605 | 1.6% | $1.78万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $109.94万 | 0.47% | 1,472 | 29 | 2.0% | $2.17万 | 加仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $109.27万 | 0.47% | 79,012 | 9 | 0.0% | $124 | 加仓 |
| IDXX | IDEXX LABS INC | $108.79万 | 0.46% | 2,066 | -22 | -1.1% | -$1.16万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $108.71万 | 0.46% | 8,588 | -25 | -0.3% | -$3,164 | 减仓 |
| QQQ | INVESCO QQQ TR | $108.27万 | 0.46% | 1,470 | 41 | 2.9% | $3.02万 | 加仓 |
| META | META PLATFORMS INC | $108.25万 | 0.46% | 1,922 | 50 | 2.7% | $2.82万 | 加仓 |
| AMJB | JPMORGAN CHASE FINL CO LLC | $107.41万 | 0.46% | 31,143 | -500 | -1.6% | -$1.72万 | 减仓 |
| ORCL | ORACLE CORP | $103.29万 | 0.44% | 7,048 | -95 | -1.3% | -$1.39万 | 减仓 |
| BP | BP PLC | $102.03万 | 0.44% | 27,613 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TRUST | $100.35万 | 0.43% | 13,300 | 86 | 0.7% | $6,489 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $93.22万 | 0.40% | 2,733 | 2 | 0.1% | $682 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $92.48万 | 0.39% | 7,926 | -354 | -4.3% | -$4.13万 | 减仓 |
| INTC | INTEL CORP | $87.43万 | 0.37% | 6,262 | -1,122 | -15.2% | -$15.67万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $83.68万 | 0.36% | 14,019 | 3 | 0.0% | $179 | 加仓 |
| SHEL | SHELL PLC | $82.43万 | 0.35% | 10,631 | -5 | -0.0% | -$388 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $80.80万 | 0.34% | 25,273 | 651 | 2.6% | $2.08万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $78.23万 | 0.33% | 6,121 | 66 | 1.1% | $8,436 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $76.69万 | 0.33% | 3,020 | 29 | 1.0% | $7,364 | 加仓 |
| VUG | VANGUARD INDEX FDS | $73.24万 | 0.31% | 8,502 | -138 | -1.6% | -$1.19万 | 减仓 |
| LLY | ELI LILLY & CO | $72.21万 | 0.31% | 602 | 32 | 5.6% | $3.84万 | 加仓 |
| NBH | NEUBERGER MUN FD INC | $71.74万 | 0.31% | 68,000 | 0 | 0.0% | — | 不变 |
| KREF | KKR REAL ESTATE FIN TR INC | $68.92万 | 0.29% | 100,757 | 242 | 0.2% | $1,655 | 加仓 |
| NTRS | NORTHERN TR CORP | $67.75万 | 0.29% | 3,897 | -202 | -4.9% | -$3.51万 | 减仓 |
| GOOG | ALPHABET INC | $67.72万 | 0.29% | 1,917 | 131 | 7.3% | $4.63万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $66.15万 | 0.28% | 2,021 | 16 | 0.8% | $5,237 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $63.34万 | 0.27% | 6,450 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $61.63万 | 0.26% | 3,900 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $56.22万 | 0.24% | 4,704 | 0 | 0.0% | — | 不变 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $54.58万 | 0.23% | 32,200 | -100 | -0.3% | -$1,695 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $54.06万 | 0.23% | 17,049 | 370 | 2.2% | $1.17万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $53.09万 | 0.23% | 460 | 460 | — | $53.09万 | 新建仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $52.70万 | 0.22% | 31,559 | 275 | 0.9% | $4,592 | 加仓 |
| AVGO | BROADCOM INC | $50.96万 | 0.22% | 1,349 | 206 | 18.0% | $7.78万 | 加仓 |
| PFE | PFIZER INC | $50.91万 | 0.22% | 21,140 | 1,167 | 5.8% | $2.81万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $50.03万 | 0.21% | 7,022 | 636 | 10.0% | $4.53万 | 加仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $49.69万 | 0.21% | 13,385 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $49.37万 | 0.21% | 2,321 | -1,265 | -35.3% | -$26.91万 | 减仓 |
| NKE | NIKE INC | $47.16万 | 0.20% | 11,488 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $44.44万 | 0.19% | 3,251 | 213 | 7.0% | $2.91万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $43.41万 | 0.19% | 1,835 | -87 | -4.5% | -$2.06万 | 减仓 |
| TXN | TEXAS INSTRS INC | $41.36万 | 0.18% | 1,388 | 130 | 10.3% | $3.87万 | 加仓 |
| V | VISA INC | $40.37万 | 0.17% | 1,177 | -58 | -4.7% | -$1.99万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $39.90万 | 0.17% | 803 | 43 | 5.7% | $2.14万 | 加仓 |
| EVRG | EVERGY INC | $38.87万 | 0.17% | 4,497 | 38 | 0.9% | $3,284 | 加仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $37.71万 | 0.16% | 29,550 | -250 | -0.8% | -$3,190 | 减仓 |
| HD | HOME DEPOT INC | $37.48万 | 0.16% | 1,063 | 76 | 7.7% | $2.68万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $37.26万 | 0.16% | 1,386 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES TR | $36.57万 | 0.16% | 17,850 | -1,150 | -6.1% | -$2.36万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $34.63万 | 0.15% | 3,911 | 0 | 0.0% | — | 不变 |
| SU | SUNCOR ENERGY INC NEW | $34.39万 | 0.15% | 6,406 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $34.24万 | 0.15% | 2,665 | 55 | 2.1% | $7,067 | 加仓 |
| OKTA | OKTA INC | $34.11万 | 0.15% | 2,500 | 0 | 0.0% | — | 重新持有 |
| HEDJ | WISDOMTREE TR | $34.10万 | 0.15% | 5,982 | 0 | 0.0% | — | 不变 |
| — | ROUNDHILL ETF TRUST | $33.69万 | 0.14% | 8,622 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $33.50万 | 0.14% | 1,900 | 42 | 2.3% | $7,404 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $33.01万 | 0.14% | 6,216 | 2,001 | 47.5% | $10.63万 | 加仓 |
| RBRK | RUBRIK INC. | $32.83万 | 0.14% | 4,090 | 788 | 23.9% | $6.33万 | 重新持有 |
| XEVVX | EATON VANCE LIMITED DURATION | $32.71万 | 0.14% | 34,912 | 512 | 1.5% | $4,797 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $32.56万 | 0.14% | 973 | -47 | -4.6% | -$1.57万 | 减仓 |
| ACWI | ISHARES TR | $32.42万 | 0.14% | 2,065 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $32.24万 | 0.14% | 621 | 0 | 0.0% | — | 不变 |
| HACK | AMPLIFY ETF TR | $31.48万 | 0.13% | 3,000 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $31.16万 | 0.13% | 1,880 | 222 | 13.4% | $3.68万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $30.51万 | 0.13% | 2,087 | -626 | -23.1% | -$9.15万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $29.85万 | 0.13% | 3,196 | 5 | 0.2% | $467 | 加仓 |
| GLD | SPDR GOLD TR | $29.73万 | 0.13% | 807 | 1 | 0.1% | $368 | 加仓 |
| ANET | ARISTA NETWORKS INC | $29.70万 | 0.13% | 1,748 | 52 | 3.1% | $8,835 | 加仓 |
| ITA | ISHARES TR | $29.58万 | 0.13% | 1,220 | 195 | 19.0% | $4.73万 | 加仓 |
| GEV | GE VERNOVA INC | $29.38万 | 0.13% | 250 | -210 | -45.7% | -$24.68万 | 重新持有 |
| NVS | NOVARTIS AG | $29.20万 | 0.12% | 1,863 | 0 | 0.0% | — | 不变 |
| PYLD | PIMCO ETF TR | $29.14万 | 0.12% | 10,989 | 10,989 | — | $29.14万 | 新建仓 |