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 |
|---|---|---|---|---|---|---|---|---|
| KO | COCA COLA CO | $24.58万 | 0.11% | 3,233 | -8 | -0.2% | -$608 | 减仓 |
| TXN | TEXAS INSTRS INC | $24.41万 | 0.11% | 1,258 | -257 | -17.0% | -$4.99万 | 减仓 |
| CB | CHUBB LTD SWITZ | $24.37万 | 0.11% | 748 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $23.48万 | 0.11% | 1,858 | -1,442 | -43.7% | -$18.22万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $23.39万 | 0.10% | 2,519 | 0 | 0.0% | — | 不变 |
| FTMH | PUTNAM ETF TRUST | $23.12万 | 0.10% | 20,055 | 20,055 | — | $23.12万 | 新建仓 |
| IWM | ISHARES TR | $22.84万 | 0.10% | 921 | 0 | 0.0% | — | 不变 |
| HACK | AMPLIFY ETF TR | $22.53万 | 0.10% | 3,000 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $22.42万 | 0.10% | 1,025 | 1,025 | — | $22.42万 | 新建仓 |
| CCL | CARNIVAL CORP | $21.84万 | 0.10% | 8,438 | 1,230 | 17.1% | $3.18万 | 加仓 |
| MDT | MEDTRONIC PLC | $21.17万 | 0.09% | 2,443 | -293 | -10.7% | -$2.54万 | 减仓 |
| WMT | WALMART INC | $21.01万 | 0.09% | 1,690 | 1,690 | — | $21.01万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $20.82万 | 0.09% | 1,696 | -81 | -4.6% | -$9,946 | 减仓 |
| BA | BOEING CO | $20.78万 | 0.09% | 1,044 | 86 | 9.0% | $1.71万 | 重新持有 |
| OKE | ONEOK INC NEW | $20.50万 | 0.09% | 2,268 | -1,146 | -33.6% | -$10.36万 | 减仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $20.50万 | 0.09% | 4,595 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $20.29万 | 0.09% | 5,361 | 5,361 | — | $20.29万 | 新建仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $18.59万 | 0.08% | 17,165 | 0 | 0.0% | — | 不变 |
| MSDL | MORGAN STANLEY DIRECT LENDIN | $14.24万 | 0.06% | 10,200 | 0 | 0.0% | — | 不变 |
| CRGY | CRESCENT ENERGY COMPANY | $13.69万 | 0.06% | 10,142 | -707 | -6.5% | -$9,544 | 减仓 |
| TSSI | TSS INC DEL | $13.01万 | 0.06% | 10,000 | 10,000 | — | $13.01万 | 新建仓 |
| — | CARLYLE CREDIT INCOME FUND | $11.47万 | 0.05% | 35,721 | 0 | 0.0% | — | 不变 |
| OXLC | OXFORD LANE CAP CORP | $10.02万 | 0.04% | 10,247 | -8,000 | -43.8% | -$7.82万 | 减仓 |
| — | NEUBERGER HIGH YIELD ST FD I | $7.96万 | 0.04% | 12,282 | 0 | 0.0% | — | 不变 |
| ABUS | ARBUTUS BIOPHARMA CORP | $6.75万 | 0.03% | 15,000 | 0 | 0.0% | — | 不变 |
| — | NVIDIA CORPORATION 看跌期权 | $1 | 0.00% | 90 | 90 | — | $1 | 新建仓 |
| TDG | TRANSDIGM GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -748 | -100.0% | -$42.37万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -781 | -100.0% | -$40.83万 | 清仓 |
| NFLX | NETFLIX INC | $0 | 0.00% | 0 | -3,937 | -100.0% | -$36.91万 | 清仓 |
| GE | GE AEROSPACE | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | ROUNDHILL ETF TRUST | $0 | 0.00% | 0 | -11,387 | -100.0% | -$35.12万 | 清仓 |
| ARES | ARES MANAGEMENT CORPORATION | $0 | 0.00% | 0 | -1,989 | -100.0% | -$32.15万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -537 | -100.0% | -$30.66万 | 清仓 |
| MELI | MERCADOLIBRE INC | $0 | 0.00% | 0 | -149 | -100.0% | -$30.07万 | 清仓 |
| GEV | GE VERNOVA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RTX | RTX CORPORATION | $0 | 0.00% | 0 | -1,587 | -100.0% | -$29.11万 | 清仓 |
| SAP | SAP SE | $0 | 0.00% | 0 | -1,050 | -100.0% | -$25.51万 | 清仓 |
| RBRK | RUBRIK INC. | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GS | GOLDMAN SACHS GROUP INC | $0 | 0.00% | 0 | -274 | -100.0% | -$24.06万 | 清仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CAH | CARDINAL HEALTH INC | $0 | 0.00% | 0 | -1,105 | -100.0% | -$22.71万 | 清仓 |
| PH | PARKER-HANNIFIN CORP | $0 | 0.00% | 0 | -250 | -100.0% | -$21.97万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -1,176 | -100.0% | -$21.62万 | 清仓 |
| OKTA | OKTA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $0 | 0.00% | 0 | -5,578 | -100.0% | -$21.60万 | 清仓 |
| MKL | MARKEL GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EXC | EXELON CORP | $0 | 0.00% | 0 | -4,885 | -100.0% | -$21.29万 | 清仓 |
| HIMS | HIMS & HERS HEALTH INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PWR | QUANTA SVCS INC | $0 | 0.00% | 0 | -500 | -100.0% | -$21.08万 | 清仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | -1,182 | -100.0% | -$20.21万 | 清仓 |
| DBI | DESIGNER BRANDS INC | $0 | 0.00% | 0 | -14,252 | -100.0% | -$10.59万 | 清仓 |