Curry Webb Wealth Management LLC
INDIANAPOLIS IN · SEC CIK 0002060114
$2.12亿2026Q1 申报市值
63持仓数
62.2%前十大占比 · 第一大 16.5%
1 / 3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
IVV 加仓+$1,673.27万
GSY 加仓+$613.57万
OMFL 加仓+$419.65万
HBAN 新建仓+$320.43万
GTO 加仓+$188.49万
2026Q1 卖出最多 按季末市值估算
XLG 清仓-$1,084.84万
CADENCE BANK 清仓-$376.78万
GOVI 减仓-$214.58万
AGG 减仓-$134.29万
GLD 减仓-$130.29万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $3,495.14万 | 16.52% | 53,507 | 25,616 | 91.8% | $1,673.27万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $1,893.92万 | 8.95% | 46,455 | 2,924 | 6.7% | $119.21万 | 加仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $1,661.87万 | 7.85% | 276,426 | 69,802 | 33.8% | $419.65万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $1,545.85万 | 7.30% | 391,553 | 47,474 | 13.8% | $187.43万 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $1,110.14万 | 5.25% | 221,496 | 122,420 | 123.6% | $613.57万 | 加仓 |
| GLD | SPDR GOLD TR | $813.85万 | 3.85% | 18,914 | -3,028 | -13.8% | -$130.29万 | 减仓 |
| IJH | ISHARES TR | $733.13万 | 3.46% | 108,563 | 23,849 | 28.2% | $161.05万 | 加仓 |
| IEFA | ISHARES TR | $642.33万 | 3.04% | 70,952 | 17,622 | 33.0% | $159.53万 | 加仓 |
| IMFL | INVESCO EXCH TRD SLF IDX FD | $631.08万 | 2.98% | 199,457 | 31,716 | 18.9% | $100.35万 | 加仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $629.60万 | 2.98% | 134,445 | 40,250 | 42.7% | $188.49万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $616.52万 | 2.91% | 9,480 | -842 | -8.2% | -$54.76万 | 减仓 |
| AGG | ISHARES TR | $548.61万 | 2.59% | 55,264 | -13,528 | -19.7% | -$134.29万 | 减仓 |
| IEMG | ISHARES INC | $525.04万 | 2.48% | 75,275 | 10,464 | 16.1% | $72.99万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $472.62万 | 2.23% | 14,732 | -1,756 | -10.7% | -$56.33万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $449.54万 | 2.12% | 94,580 | -7,468 | -7.3% | -$35.50万 | 减仓 |
| IFLN | INVESCO EXCH TRADED FD TR II | $347.49万 | 1.64% | 193,697 | -34,548 | -15.1% | -$61.98万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $320.43万 | 1.51% | 204,746 | 204,746 | — | $320.43万 | 新建仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $290.79万 | 1.37% | 61,477 | -4,770 | -7.2% | -$22.56万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $259.40万 | 1.23% | 40,481 | 50 | 0.1% | $3,204 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $256.15万 | 1.21% | 50,613 | -5,915 | -10.5% | -$29.94万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $246.22万 | 1.16% | 52,679 | 7,336 | 16.2% | $34.29万 | 加仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $241.93万 | 1.14% | 36,234 | -2,083 | -5.4% | -$13.91万 | 减仓 |
| GLDM | WORLD GOLD TR | $221.32万 | 1.05% | 23,877 | -2,896 | -10.8% | -$26.84万 | 减仓 |
| — | FLEXSHARES TR | $220.90万 | 1.04% | 30,727 | -11,665 | -27.5% | -$83.86万 | 减仓 |
| IQDF | FLEXSHARES TR | $208.64万 | 0.99% | 65,881 | -17,972 | -21.4% | -$56.92万 | 减仓 |
| XHLF | BONDBLOXX ETF TRUST | $206.90万 | 0.98% | 41,109 | -15,204 | -27.0% | -$76.52万 | 减仓 |
| LLY | ELI LILLY & CO | $197.41万 | 0.93% | 2,146 | -115 | -5.1% | -$10.58万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $182.19万 | 0.86% | 3,049 | -171 | -5.3% | -$10.22万 | 减仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $152.12万 | 0.72% | 21,202 | -3,627 | -14.6% | -$26.02万 | 减仓 |
| SCHK | SCHWAB STRATEGIC TR | $137.85万 | 0.65% | 43,999 | -2,737 | -5.9% | -$8.58万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $136.85万 | 0.65% | 7,131 | -1,660 | -18.9% | -$31.86万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $118.43万 | 0.56% | 21,911 | -93 | -0.4% | -$5,027 | 减仓 |
| GOVI | INVESCO EXCH TRADED FD TR II | $117.19万 | 0.55% | 42,958 | -78,660 | -64.7% | -$214.58万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $113.59万 | 0.54% | 45,894 | -559 | -1.2% | -$1.38万 | 减仓 |
| AAPL | APPLE INC | $108.55万 | 0.51% | 4,277 | 1,369 | 47.1% | $34.75万 | 加仓 |
| C | CITIGROUP INC | $106.83万 | 0.50% | 9,420 | -1 | -0.0% | -$113 | 减仓 |
| IJR | ISHARES TR | $103.63万 | 0.49% | 8,336 | -3,583 | -30.1% | -$44.54万 | 减仓 |
| IVW | ISHARES TR | $102.54万 | 0.48% | 9,066 | -919 | -9.2% | -$10.39万 | 减仓 |
| — | FLEXSHARES TR | $67.64万 | 0.32% | 4,457 | 83 | 1.9% | $1.26万 | 加仓 |
| — | FLEXSHARES TR | $63.75万 | 0.30% | 21,480 | -10,364 | -32.5% | -$30.76万 | 减仓 |
| MBIN | MERCHANTS BANCORP IND | $60.43万 | 0.29% | 14,083 | -3,149 | -18.3% | -$13.51万 | 减仓 |
| QUAL | ISHARES TR | $54.34万 | 0.26% | 2,833 | 3 | 0.1% | $575 | 加仓 |
| IWV | ISHARES TR | $53.19万 | 0.25% | 1,435 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $53.13万 | 0.25% | 2,142 | -214 | -9.1% | -$5.31万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $45.34万 | 0.21% | 1,500 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $44.69万 | 0.21% | 1,554 | -149 | -8.7% | -$4.28万 | 减仓 |
| MCD | MCDONALDS CORP | $44.44万 | 0.21% | 1,430 | -6 | -0.4% | -$1,865 | 减仓 |
| AMZN | AMAZON COM INC | $44.24万 | 0.21% | 2,124 | -105 | -4.7% | -$2.19万 | 减仓 |
| MSFT | MICROSOFT CORP | $42.83万 | 0.20% | 1,157 | -43 | -3.6% | -$1.59万 | 减仓 |
| IAU | ISHARES GOLD TR | $42.69万 | 0.20% | 4,842 | -4,611 | -48.8% | -$40.65万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $39.94万 | 0.19% | 8,266 | 15 | 0.2% | $725 | 加仓 |
| SGOL | ETFS GOLD TR | $39.60万 | 0.19% | 8,876 | -15,289 | -63.3% | -$68.22万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $35.82万 | 0.17% | 2,054 | -125 | -5.7% | -$2.18万 | 减仓 |
| NULG | NUSHARES ETF TR | $34.83万 | 0.16% | 3,830 | 450 | 13.3% | $4.09万 | 加仓 |
| WMT | WALMART INC | $34.62万 | 0.16% | 2,786 | 171 | 6.5% | $2.13万 | 加仓 |
| GOOG | ALPHABET INC | $33.53万 | 0.16% | 1,169 | -28 | -2.3% | -$8,032 | 减仓 |
| META | META PLATFORMS INC | $26.48万 | 0.13% | 463 | 19 | 4.3% | $1.09万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $25.02万 | 0.12% | 1,275 | -155 | -10.8% | -$3.04万 | 减仓 |
| JPME | J P MORGAN EXCHANGE TRADED F | $24.06万 | 0.11% | 2,101 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $22.71万 | 0.11% | 1,500 | 8 | 0.5% | $1,211 | 加仓 |
| ESGU | ISHARES TR | $21.20万 | 0.10% | 1,499 | 1 | 0.1% | $141 | 加仓 |
| SLV | ISHARES SILVER TR | $21.00万 | 0.10% | 3,082 | -1,438 | -31.8% | -$9.80万 | 减仓 |
| USMV | ISHARES TR | $20.14万 | 0.10% | 2,171 | 4 | 0.2% | $371 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -183,002 | -100.0% | -$1,084.84万 | 清仓 |
| — | CADENCE BANK | $0 | 0.00% | 0 | -87,951 | -100.0% | -$376.78万 | 清仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VXUS | VANGUARD STAR FDS | $0 | 0.00% | 0 | -3,084 | -100.0% | -$23.27万 | 清仓 |