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 |
|---|---|---|---|---|---|---|---|---|
| JNJ | JOHNSON & JOHNSON | $76.69万 | 0.33% | 3,020 | 29 | 1.0% | $7,364 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $78.23万 | 0.33% | 6,121 | 66 | 1.1% | $8,436 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $80.80万 | 0.34% | 25,273 | 651 | 2.6% | $2.08万 | 加仓 |
| SHEL | SHELL PLC | $82.43万 | 0.35% | 10,631 | -5 | -0.0% | -$388 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $83.68万 | 0.36% | 14,019 | 3 | 0.0% | $179 | 加仓 |
| INTC | INTEL CORP | $87.43万 | 0.37% | 6,262 | -1,122 | -15.2% | -$15.67万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $92.48万 | 0.39% | 7,926 | -354 | -4.3% | -$4.13万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $93.22万 | 0.40% | 2,733 | 2 | 0.1% | $682 | 加仓 |
| GDX | VANECK ETF TRUST | $100.35万 | 0.43% | 13,300 | 86 | 0.7% | $6,489 | 加仓 |
| BP | BP PLC | $102.03万 | 0.44% | 27,613 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $103.29万 | 0.44% | 7,048 | -95 | -1.3% | -$1.39万 | 减仓 |
| AMJB | JPMORGAN CHASE FINL CO LLC | $107.41万 | 0.46% | 31,143 | -500 | -1.6% | -$1.72万 | 减仓 |
| META | META PLATFORMS INC | $108.25万 | 0.46% | 1,922 | 50 | 2.7% | $2.82万 | 加仓 |
| QQQ | INVESCO QQQ TR | $108.27万 | 0.46% | 1,470 | 41 | 2.9% | $3.02万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $108.71万 | 0.46% | 8,588 | -25 | -0.3% | -$3,164 | 减仓 |
| IDXX | IDEXX LABS INC | $108.79万 | 0.46% | 2,066 | -22 | -1.1% | -$1.16万 | 减仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $109.27万 | 0.47% | 79,012 | 9 | 0.0% | $124 | 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 |
| SCHX | SCHWAB STRATEGIC TR | $115.72万 | 0.49% | 39,319 | 605 | 1.6% | $1.78万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $124.22万 | 0.53% | 27,290 | 0 | 0.0% | — | 不变 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $133.32万 | 0.57% | 110,000 | 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 |
| GBDC | GOLUB CAP BDC INC | $154.82万 | 0.66% | 120,200 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $160.79万 | 0.69% | 4,499 | 52 | 1.2% | $1.86万 | 加仓 |
| AMZN | AMAZON COM INC | $170.24万 | 0.73% | 7,143 | 473 | 7.1% | $11.27万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $170.71万 | 0.73% | 2,486 | 212 | 9.3% | $14.56万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $172.22万 | 0.74% | 13,840 | -330 | -2.3% | -$4.11万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $172.31万 | 0.74% | 20,155 | 4,496 | 28.7% | $38.44万 | 加仓 |
| IVV | ISHARES TR | $193.01万 | 0.82% | 2,577 | -2 | -0.1% | -$1,498 | 减仓 |
| NVDA | NVIDIA CORPORATION | $196.41万 | 0.84% | 9,816 | 1,101 | 12.6% | $22.03万 | 加仓 |
| AMLP | ALPS ETF TR | $228.32万 | 0.97% | 44,035 | 1,185 | 2.8% | $6.14万 | 加仓 |
| MSFT | MICROSOFT CORP | $247.16万 | 1.05% | 6,626 | 580 | 9.6% | $21.63万 | 加仓 |
| EIM | EATON VANCE MUN BD FD | $253.13万 | 1.08% | 254,149 | 0 | 0.0% | — | 不变 |
| — | GRANITE PT MTG TR INC | $270.18万 | 1.15% | 1,801,228 | -103,850 | -5.5% | -$15.58万 | 减仓 |
| ARI | APOLLO COML REAL ESTATE FIN | $294.59万 | 1.26% | 275,833 | -161,400 | -36.9% | -$172.38万 | 减仓 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $312.04万 | 1.33% | 269,000 | -1,000 | -0.4% | -$1.16万 | 减仓 |
| SGOV | ISHARES TR | $312.49万 | 1.33% | 31,041 | 1,532 | 5.2% | $15.42万 | 加仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $354.55万 | 1.51% | 302,000 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $381.70万 | 1.63% | 10,315 | 537 | 5.5% | $19.87万 | 加仓 |
| GDXJ | VANECK ETF TRUST | $384.12万 | 1.64% | 39,096 | 1,300 | 3.4% | $12.77万 | 加仓 |
| — | ARES COML REAL ESTATE CORP | $405.97万 | 1.73% | 902,153 | -3,448 | -0.4% | -$1.55万 | 减仓 |
| AAPL | APPLE INC | $432.19万 | 1.84% | 14,936 | 342 | 2.3% | $9.90万 | 加仓 |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | $516.93万 | 2.21% | 512,823 | -101,095 | -16.5% | -$101.90万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $637.80万 | 2.72% | 40,637 | 377 | 0.9% | $5.92万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $2,068.73万 | 8.83% | 227,985 | -1,642 | -0.7% | -$14.90万 | 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 |
| ABBV | ABBVIE INC | $7,294.33万 | 31.14% | 289,872 | -3,111 | -1.1% | -$78.29万 | 减仓 |