CURA WEALTH ADVISORS, LLC
CHICAGO IL · SEC CIK 0002056729
$2.23亿2026Q1 申报市值
126持仓数
64.2%前十大占比 · 第一大 28.5%
11 / 18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
ABBV 加仓+$242.65万
VTI 加仓+$71.16万
VXUS 加仓+$60.19万
EQNR 新建仓+$30.05万
GNR 新建仓+$29.87万
2026Q1 卖出最多 按季末市值估算
ARI 减仓-$407.62万
BXMT 减仓-$297.23万
GBDC 减仓-$161.41万
AMZN 减仓-$125.55万
AAPL 减仓-$103.29万
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 |
|---|---|---|---|---|---|---|---|---|
| VYM | VANGUARD WHITEHALL FDS | $57.76万 | 0.26% | 3,900 | 2,000 | 105.3% | $29.62万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $58.98万 | 0.26% | 2,005 | -526 | -20.8% | -$15.47万 | 减仓 |
| NKE | NIKE INC | $60.68万 | 0.27% | 11,488 | -44 | -0.4% | -$2,324 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $60.78万 | 0.27% | 6,450 | 2,925 | 83.0% | $27.57万 | 加仓 |
| KREF | KKR REAL ESTATE FIN TR INC | $61.52万 | 0.28% | 100,515 | -157 | -0.2% | -$961 | 减仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $61.85万 | 0.28% | 32,300 | -155,210 | -82.8% | -$297.23万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $62.90万 | 0.28% | 1,440 | 47 | 3.4% | $2.05万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $66.42万 | 0.30% | 6,055 | 161 | 2.7% | $1.77万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $68.83万 | 0.31% | 3,586 | 6 | 0.2% | $1,152 | 加仓 |
| NBH | NEUBERGER MUN FD INC | $69.02万 | 0.31% | 68,000 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $73.12万 | 0.33% | 2,991 | 12 | 0.4% | $2,934 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $75.75万 | 0.34% | 14,016 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $82.49万 | 0.37% | 1,429 | -66 | -4.4% | -$3.81万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $82.56万 | 0.37% | 24,622 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $93.88万 | 0.42% | 1,443 | 17 | 1.2% | $1.11万 | 加仓 |
| SHEL | SHELL PLC | $98.91万 | 0.44% | 10,636 | -17 | -0.2% | -$1,581 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $99.26万 | 0.44% | 38,714 | -40 | -0.1% | -$1,026 | 减仓 |
| ORCL | ORACLE CORP | $105.08万 | 0.47% | 7,143 | -297 | -4.0% | -$4.37万 | 减仓 |
| META | META PLATFORMS INC | $107.08万 | 0.48% | 1,872 | -185 | -9.0% | -$10.58万 | 减仓 |
| AMJB | JPMORGAN CHASE FINL CO LLC | $109.39万 | 0.49% | 31,643 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $112.78万 | 0.50% | 8,613 | 68 | 0.8% | $8,904 | 加仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $112.82万 | 0.50% | 79,003 | 10 | 0.0% | $143 | 加仓 |
| IDXX | IDEXX LABS INC | $117.32万 | 0.53% | 2,088 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $120.75万 | 0.54% | 15,659 | 7,805 | 99.4% | $60.19万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $121.12万 | 0.54% | 8,280 | -1,907 | -18.7% | -$27.89万 | 减仓 |
| GDX | VANECK ETF TRUST | $121.26万 | 0.54% | 13,214 | 0 | 0.0% | — | 不变 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $126.50万 | 0.57% | 110,000 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $127.87万 | 0.57% | 4,447 | -752 | -14.5% | -$21.62万 | 减仓 |
| BP | BP PLC | $129.78万 | 0.58% | 27,613 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $135.86万 | 0.61% | 2,274 | 37 | 1.7% | $2.21万 | 加仓 |
| AMZN | AMAZON COM INC | $138.92万 | 0.62% | 6,670 | -6,028 | -47.5% | -$125.55万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $139.73万 | 0.63% | 2,916 | -126 | -4.1% | -$6.04万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $143.98万 | 0.64% | 27,290 | -100 | -0.4% | -$5,276 | 减仓 |
| NVDA | NVIDIA CORPORATION | $151.98万 | 0.68% | 8,715 | -757 | -8.0% | -$13.20万 | 减仓 |
| GBDC | GOLUB CAP BDC INC | $152.17万 | 0.68% | 120,200 | -127,500 | -51.5% | -$161.41万 | 减仓 |
| IVV | ISHARES TR | $168.48万 | 0.75% | 2,579 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $223.81万 | 1.00% | 6,046 | -802 | -11.7% | -$29.69万 | 减仓 |
| AMLP | ALPS ETF TR | $225.56万 | 1.01% | 42,850 | 25 | 0.1% | $1,316 | 加仓 |
| EIM | EATON VANCE MUN BD FD | $248.30万 | 1.11% | 254,149 | 10,000 | 4.1% | $9.77万 | 加仓 |
| — | GRANITE PT MTG TR INC | $276.24万 | 1.24% | 1,905,078 | 10,412 | 0.5% | $1.51万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $280.98万 | 1.26% | 14,170 | 39 | 0.3% | $7,733 | 加仓 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $296.46万 | 1.33% | 270,000 | -1,000 | -0.4% | -$1.10万 | 减仓 |
| SGOV | ISHARES TR | $297.04万 | 1.33% | 29,509 | 490 | 1.7% | $4.93万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $313.69万 | 1.40% | 9,778 | 2,218 | 29.3% | $71.16万 | 加仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $339.15万 | 1.52% | 302,000 | -5,000 | -1.6% | -$5.62万 | 减仓 |
| AAPL | APPLE INC | $370.37万 | 1.66% | 14,594 | -4,070 | -21.8% | -$103.29万 | 减仓 |
| — | ARES COML REAL ESTATE CORP | $434.69万 | 1.95% | 905,601 | -1,473 | -0.2% | -$7,070 | 减仓 |
| GDXJ | VANECK ETF TRUST | $453.71万 | 2.03% | 37,796 | -2,877 | -7.1% | -$34.54万 | 减仓 |
| ARI | APOLLO COML REAL ESTATE FIN | $461.72万 | 2.07% | 437,233 | -386,000 | -46.9% | -$407.62万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $556.87万 | 2.49% | 40,260 | 182 | 0.5% | $2.52万 | 加仓 |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | $690.04万 | 3.09% | 613,918 | -28,000 | -4.4% | -$31.47万 | 减仓 |
| FSK | FS KKR CAP CORP | $2,305.70万 | 10.32% | 2,264,934 | -80,442 | -3.4% | -$81.89万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $2,357.58万 | 10.55% | 229,627 | 1,754 | 0.8% | $18.01万 | 加仓 |
| ABBV | ABBVIE INC | $6,372.09万 | 28.52% | 292,983 | 11,157 | 4.0% | $242.65万 | 加仓 |