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 |
|---|---|---|---|---|---|---|---|---|
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -8,438 | -100.0% | -$21.84万 | 清仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -2,443 | -100.0% | -$21.17万 | 清仓 |
| WMT | WALMART INC | $0 | 0.00% | 0 | -1,690 | -100.0% | -$21.01万 | 清仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $0 | 0.00% | 0 | -4,595 | -100.0% | -$20.50万 | 清仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $0 | 0.00% | 0 | -5,361 | -100.0% | -$20.29万 | 清仓 |
| MSDL | MORGAN STANLEY DIRECT LENDIN | $0 | 0.00% | 0 | -10,200 | -100.0% | -$14.24万 | 清仓 |
| — | NVIDIA CORPORATION 看跌期权 | $0 | 0.00% | 0 | -90 | -100.0% | -$1 | 清仓 |
| — | TRISALUS LIFE SCIENCES INC | $3.56万 | 0.02% | 10,000 | 10,000 | — | $3.56万 | 新建仓 |
| KEEL | KEEL INFRASTRUCTURE CORP | $5.74万 | 0.02% | 10,000 | 10,000 | — | $5.74万 | 新建仓 |
| ABUS | ARBUTUS BIOPHARMA CORP | $7.20万 | 0.03% | 15,000 | 0 | 0.0% | — | 不变 |
| — | NEUBERGER HIGH YIELD ST FD I | $7.66万 | 0.03% | 12,282 | 0 | 0.0% | — | 不变 |
| OXLC | OXFORD LANE CAP CORP | $8.98万 | 0.04% | 10,247 | 0 | 0.0% | — | 不变 |
| CRGY | CRESCENT ENERGY COMPANY | $9.96万 | 0.04% | 10,142 | 0 | 0.0% | — | 不变 |
| — | CARLYLE CREDIT INCOME FUND | $9.97万 | 0.04% | 35,721 | 0 | 0.0% | — | 不变 |
| TSSI | TSS INC DEL | $12.31万 | 0.05% | 10,008 | 8 | 0.1% | $98 | 加仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $18.98万 | 0.08% | 17,165 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $20.04万 | 0.09% | 393 | -17 | -4.1% | -$8,670 | 减仓 |
| MKL | MARKEL GROUP INC | $20.31万 | 0.09% | 104 | 4 | 4.0% | $7,812 | 重新持有 |
| CCL | CARNIVAL CORP LTD | $20.59万 | 0.09% | 7,208 | 7,208 | — | $20.59万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $20.81万 | 0.09% | 740 | -87 | -10.5% | -$2.45万 | 重新持有 |
| SPGI | S&P GLOBAL INC | $21.01万 | 0.09% | 516 | 516 | — | $21.01万 | 新建仓 |
| IXC | ISHARES TR | $21.13万 | 0.09% | 4,300 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $21.17万 | 0.09% | 1,351 | -100 | -6.9% | -$1.57万 | 减仓 |
| BLK | BLACKROCK INC | $21.72万 | 0.09% | 226 | 226 | — | $21.72万 | 新建仓 |
| TDG | TRANSDIGM GROUP INC | $21.85万 | 0.09% | 164 | -247 | -60.1% | -$32.90万 | 重新持有 |
| NEE | NEXTERA ENERGY INC | $22.11万 | 0.09% | 2,519 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $22.24万 | 0.09% | 2,691 | 2,691 | — | $22.24万 | 新建仓 |
| OKE | ONEOK INC NEW | $22.24万 | 0.09% | 2,558 | 290 | 12.8% | $2.52万 | 加仓 |
| EQNR | EQUINOR ASA | $22.36万 | 0.10% | 7,120 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $22.53万 | 0.10% | 295 | 295 | — | $22.53万 | 新建仓 |
| HIMS | HIMS & HERS HEALTH INC | $22.54万 | 0.10% | 6,502 | -10 | -0.2% | -$347 | 重新持有 |
| UNH | UNITEDHEALTH GROUP INC | $22.76万 | 0.10% | 548 | 548 | — | $22.76万 | 新建仓 |
| FTMH | PUTNAM ETF TRUST | $24.10万 | 0.10% | 20,283 | 228 | 1.1% | $2,709 | 加仓 |
| CB | CHUBB LIMITED | $24.50万 | 0.10% | 719 | -29 | -3.9% | -$9,881 | 减仓 |
| MCD | MCDONALDS CORP | $24.97万 | 0.11% | 924 | -93 | -9.1% | -$2.51万 | 减仓 |
| BA | BOEING CO | $25.45万 | 0.11% | 1,175 | 131 | 12.5% | $2.84万 | 加仓 |
| TSLA | TESLA INC | $25.58万 | 0.11% | 608 | 86 | 16.5% | $3.62万 | 重新持有 |
| XLU | SELECT SECTOR SPDR TR | $25.85万 | 0.11% | 5,702 | 5,702 | — | $25.85万 | 新建仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $26.10万 | 0.11% | 2,716 | 15 | 0.6% | $1,442 | 重新持有 |
| KO | COCA COLA CO | $26.24万 | 0.11% | 3,229 | -4 | -0.1% | -$325 | 减仓 |
| BX | BLACKSTONE INC | $26.50万 | 0.11% | 2,252 | 87 | 4.0% | $1.02万 | 加仓 |
| GNR | SPDR INDEX SHS FDS | $26.92万 | 0.11% | 4,000 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $27.67万 | 0.12% | 921 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $27.86万 | 0.12% | 745 | -445 | -37.4% | -$16.64万 | 重新持有 |
| ET | ENERGY TRANSFER L P | $27.90万 | 0.12% | 14,594 | 43 | 0.3% | $822 | 加仓 |
| SLB | SLB LIMITED | $28.54万 | 0.12% | 6,139 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $28.63万 | 0.12% | 1,153 | -24 | -2.0% | -$5,960 | 减仓 |
| PYLD | PIMCO ETF TR | $29.14万 | 0.12% | 10,989 | 10,989 | — | $29.14万 | 新建仓 |
| NVS | NOVARTIS AG | $29.20万 | 0.12% | 1,863 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $29.38万 | 0.13% | 250 | -210 | -45.7% | -$24.68万 | 重新持有 |
| ITA | ISHARES TR | $29.58万 | 0.13% | 1,220 | 195 | 19.0% | $4.73万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $29.70万 | 0.13% | 1,748 | 52 | 3.1% | $8,835 | 加仓 |
| GLD | SPDR GOLD TR | $29.73万 | 0.13% | 807 | 1 | 0.1% | $368 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $29.85万 | 0.13% | 3,196 | 5 | 0.2% | $467 | 加仓 |
| COIN | COINBASE GLOBAL INC | $30.51万 | 0.13% | 2,087 | -626 | -23.1% | -$9.15万 | 减仓 |
| CVX | CHEVRON CORPORATION | $31.16万 | 0.13% | 1,880 | 222 | 13.4% | $3.68万 | 加仓 |
| HACK | AMPLIFY ETF TR | $31.48万 | 0.13% | 3,000 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $32.24万 | 0.14% | 621 | 0 | 0.0% | — | 不变 |
| ACWI | ISHARES TR | $32.42万 | 0.14% | 2,065 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $32.56万 | 0.14% | 973 | -47 | -4.6% | -$1.57万 | 减仓 |
| XEVVX | EATON VANCE LIMITED DURATION | $32.71万 | 0.14% | 34,912 | 512 | 1.5% | $4,797 | 加仓 |
| RBRK | RUBRIK INC. | $32.83万 | 0.14% | 4,090 | 788 | 23.9% | $6.33万 | 重新持有 |
| XLE | SELECT SECTOR SPDR TR | $33.01万 | 0.14% | 6,216 | 2,001 | 47.5% | $10.63万 | 加仓 |
| APH | AMPHENOL CORP | $33.50万 | 0.14% | 1,900 | 42 | 2.3% | $7,404 | 加仓 |
| — | ROUNDHILL ETF TRUST | $33.69万 | 0.14% | 8,622 | 0 | 0.0% | — | 不变 |
| HEDJ | WISDOMTREE TR | $34.10万 | 0.15% | 5,982 | 0 | 0.0% | — | 不变 |
| OKTA | OKTA INC | $34.11万 | 0.15% | 2,500 | 0 | 0.0% | — | 重新持有 |
| MRK | MERCK & CO INC | $34.24万 | 0.15% | 2,665 | 55 | 2.1% | $7,067 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $34.39万 | 0.15% | 6,406 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $34.63万 | 0.15% | 3,911 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES TR | $36.57万 | 0.16% | 17,850 | -1,150 | -6.1% | -$2.36万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $37.26万 | 0.16% | 1,386 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $37.48万 | 0.16% | 1,063 | 76 | 7.7% | $2.68万 | 加仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $37.71万 | 0.16% | 29,550 | -250 | -0.8% | -$3,190 | 减仓 |
| EVRG | EVERGY INC | $38.87万 | 0.17% | 4,497 | 38 | 0.9% | $3,284 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $39.90万 | 0.17% | 803 | 43 | 5.7% | $2.14万 | 加仓 |
| V | VISA INC | $40.37万 | 0.17% | 1,177 | -58 | -4.7% | -$1.99万 | 减仓 |
| TXN | TEXAS INSTRS INC | $41.36万 | 0.18% | 1,388 | 130 | 10.3% | $3.87万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $43.41万 | 0.19% | 1,835 | -87 | -4.5% | -$2.06万 | 减仓 |
| — | EXXON MOBIL CORP | $44.44万 | 0.19% | 3,251 | 213 | 7.0% | $2.91万 | 加仓 |
| NKE | NIKE INC | $47.16万 | 0.20% | 11,488 | 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 |
| BEPC | BROOKFIELD RENEWABLE CORP | $49.69万 | 0.21% | 13,385 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $50.03万 | 0.21% | 7,022 | 636 | 10.0% | $4.53万 | 加仓 |
| PFE | PFIZER INC | $50.91万 | 0.22% | 21,140 | 1,167 | 5.8% | $2.81万 | 加仓 |
| AVGO | BROADCOM INC | $50.96万 | 0.22% | 1,349 | 206 | 18.0% | $7.78万 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $52.70万 | 0.22% | 31,559 | 275 | 0.9% | $4,592 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $53.09万 | 0.23% | 460 | 460 | — | $53.09万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $54.06万 | 0.23% | 17,049 | 370 | 2.2% | $1.17万 | 加仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $54.58万 | 0.23% | 32,200 | -100 | -0.3% | -$1,695 | 减仓 |
| VGT | VANGUARD WORLD FD | $56.22万 | 0.24% | 4,704 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $61.63万 | 0.26% | 3,900 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD WHITEHALL FDS | $63.34万 | 0.27% | 6,450 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $66.15万 | 0.28% | 2,021 | 16 | 0.8% | $5,237 | 加仓 |
| GOOG | ALPHABET INC | $67.72万 | 0.29% | 1,917 | 131 | 7.3% | $4.63万 | 加仓 |
| NTRS | NORTHERN TR CORP | $67.75万 | 0.29% | 3,897 | -202 | -4.9% | -$3.51万 | 减仓 |
| KREF | KKR REAL ESTATE FIN TR INC | $68.92万 | 0.29% | 100,757 | 242 | 0.2% | $1,655 | 加仓 |
| NBH | NEUBERGER MUN FD INC | $71.74万 | 0.31% | 68,000 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $72.21万 | 0.31% | 602 | 32 | 5.6% | $3.84万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $73.24万 | 0.31% | 8,502 | -138 | -1.6% | -$1.19万 | 减仓 |