Curry Webb Wealth Management LLC
INDIANAPOLIS IN · SEC CIK 0002060114
$2.41亿2026Q2 申报市值
67持仓数
63.8%前十大占比 · 第一大 16.9%
4 / 2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
AGG 加仓+$255.22万
OMFL 加仓+$201.38万
GOVI 加仓+$167.11万
GTO 加仓+$103.98万
VFLO 加仓+$90.71万
2026Q2 卖出最多 按季末市值估算
VTI 减仓-$75.12万
SPY 减仓-$61.98万
C 减仓-$47.53万
JAVA 减仓-$40.94万
IFLN 减仓-$38.52万
2026Q2 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 | $4,077.56万 | 16.89% | 54,448 | 941 | 1.8% | $70.47万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $2,343.09万 | 9.70% | 283,598 | 4,868 | 1.7% | $40.22万 | 加仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $2,096.00万 | 8.68% | 305,807 | 29,381 | 10.6% | $201.38万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $1,882.07万 | 7.79% | 411,381 | 19,828 | 5.1% | $90.71万 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $1,136.82万 | 4.71% | 226,685 | 5,189 | 2.3% | $26.02万 | 加仓 |
| IJH | ISHARES TR | $830.60万 | 3.44% | 107,717 | -846 | -0.8% | -$6.52万 | 减仓 |
| AGG | ISHARES TR | $802.23万 | 3.32% | 81,049 | 25,785 | 46.7% | $255.22万 | 加仓 |
| IMFL | INVESCO EXCH TRD SLF IDX FD | $766.38万 | 3.17% | 223,176 | 23,719 | 11.9% | $81.45万 | 加仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $734.12万 | 3.04% | 156,630 | 22,185 | 16.5% | $103.98万 | 加仓 |
| IEFA | ISHARES TR | $733.49万 | 3.04% | 75,946 | 4,994 | 7.0% | $48.23万 | 加仓 |
| IEMG | ISHARES INC | $694.03万 | 2.87% | 83,780 | 8,505 | 11.3% | $70.46万 | 加仓 |
| GLD | SPDR GOLD TR | $683.01万 | 2.83% | 18,541 | -373 | -2.0% | -$13.74万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $645.96万 | 2.68% | 8,650 | -830 | -8.8% | -$61.98万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $484.06万 | 2.00% | 89,591 | -4,989 | -5.3% | -$26.96万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $470.02万 | 1.95% | 12,702 | -2,030 | -13.8% | -$75.12万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $353.78万 | 1.47% | 199,537 | -5,209 | -2.5% | -$9.24万 | 减仓 |
| IFLN | INVESCO EXCH TRADED FD TR II | $315.76万 | 1.31% | 172,639 | -21,058 | -10.9% | -$38.52万 | 减仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $311.14万 | 1.29% | 39,874 | 3,640 | 10.0% | $28.40万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $292.83万 | 1.21% | 60,853 | 8,174 | 15.5% | $39.33万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $287.63万 | 1.19% | 40,369 | -112 | -0.3% | -$7,980 | 减仓 |
| GOVI | INVESCO EXCH TRADED FD TR II | $283.74万 | 1.18% | 104,509 | 61,551 | 143.3% | $167.11万 | 加仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $279.66万 | 1.16% | 59,320 | -2,157 | -3.5% | -$10.17万 | 减仓 |
| LLY | ELI LILLY & CO | $256.74万 | 1.06% | 2,140 | -6 | -0.3% | -$7,198 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $242.22万 | 1.00% | 47,897 | -2,716 | -5.4% | -$13.73万 | 减仓 |
| IQDF | FLEXSHARES TR | $204.74万 | 0.85% | 59,242 | -6,639 | -10.1% | -$22.94万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $204.48万 | 0.85% | 2,977 | -72 | -2.4% | -$4.95万 | 减仓 |
| — | FLEXSHARES TR | $193.70万 | 0.80% | 25,659 | -5,068 | -16.5% | -$38.26万 | 减仓 |
| GLDM | WORLD GOLD TR | $187.36万 | 0.78% | 23,591 | -286 | -1.2% | -$2.27万 | 减仓 |
| XHLF | BONDBLOXX ETF TRUST | $174.18万 | 0.72% | 34,629 | -6,480 | -15.8% | -$32.59万 | 减仓 |
| SCHK | SCHWAB STRATEGIC TR | $136.53万 | 0.57% | 37,863 | -6,136 | -13.9% | -$22.13万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $129.74万 | 0.54% | 6,098 | -1,033 | -14.5% | -$21.98万 | 减仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $127.42万 | 0.53% | 16,046 | -5,156 | -24.3% | -$40.94万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $126.92万 | 0.53% | 21,263 | -648 | -3.0% | -$3.87万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $121.74万 | 0.50% | 43,950 | -1,944 | -4.2% | -$5.38万 | 减仓 |
| IVW | ISHARES TR | $112.10万 | 0.46% | 8,151 | -915 | -10.1% | -$12.58万 | 减仓 |
| IJR | ISHARES TR | $105.85万 | 0.44% | 7,137 | -1,199 | -14.4% | -$17.78万 | 减仓 |
| AAPL | APPLE INC | $89.98万 | 0.37% | 3,110 | -1,167 | -27.3% | -$33.76万 | 减仓 |
| C | CITIGROUP INC | $84.31万 | 0.35% | 6,024 | -3,396 | -36.1% | -$47.53万 | 减仓 |
| — | FLEXSHARES TR | $78.75万 | 0.33% | 4,480 | 23 | 0.5% | $4,043 | 加仓 |
| MBIN | MERCHANTS BANCORP IND | $70.59万 | 0.29% | 14,118 | 35 | 0.2% | $1,750 | 加仓 |
| — | FLEXSHARES TR | $61.58万 | 0.26% | 18,239 | -3,241 | -15.1% | -$10.94万 | 减仓 |
| IWV | ISHARES TR | $61.19万 | 0.25% | 1,435 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $60.63万 | 0.25% | 2,763 | -70 | -2.5% | -$1.54万 | 减仓 |
| GOOGL | ALPHABET INC | $55.50万 | 0.23% | 1,553 | -1 | -0.1% | -$357 | 减仓 |
| VBK | VANGUARD INDEX FDS | $54.85万 | 0.23% | 1,500 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $52.63万 | 0.22% | 2,208 | 84 | 4.0% | $2.00万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $47.16万 | 0.20% | 8,177 | -89 | -1.1% | -$5,133 | 减仓 |
| NVDA | NVIDIA CORPORATION | $45.71万 | 0.19% | 2,285 | 231 | 11.2% | $4.62万 | 加仓 |
| NULG | NUSHARES ETF TR | $44.83万 | 0.19% | 3,830 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $44.25万 | 0.18% | 1,186 | 29 | 2.5% | $1.08万 | 加仓 |
| IWM | ISHARES TR | $44.18万 | 0.18% | 1,470 | -672 | -31.4% | -$20.20万 | 减仓 |
| MCD | MCDONALDS CORP | $38.65万 | 0.16% | 1,430 | 0 | 0.0% | — | 不变 |
| SGOL | ETFS GOLD TR | $33.93万 | 0.14% | 8,876 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $31.94万 | 0.13% | 904 | -265 | -22.7% | -$9.36万 | 减仓 |
| IAU | ISHARES GOLD TR | $31.43万 | 0.13% | 4,163 | -679 | -14.0% | -$5.13万 | 减仓 |
| META | META PLATFORMS INC | $31.15万 | 0.13% | 553 | 90 | 19.4% | $5.07万 | 加仓 |
| WMT | WALMART INC | $30.74万 | 0.13% | 2,714 | -72 | -2.6% | -$8,155 | 减仓 |
| VTV | VANGUARD INDEX FDS | $27.79万 | 0.12% | 1,275 | 0 | 0.0% | — | 不变 |
| JPME | J P MORGAN EXCHANGE TRADED F | $24.77万 | 0.10% | 1,994 | -107 | -5.1% | -$1.33万 | 减仓 |
| ESGU | ISHARES TR | $24.55万 | 0.10% | 1,500 | 1 | 0.1% | $164 | 加仓 |
| DVY | ISHARES TR | $23.57万 | 0.10% | 1,508 | 8 | 0.5% | $1,251 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $22.15万 | 0.09% | 2,458 | -2,248 | -47.8% | -$20.25万 | 重新持有 |
| MTUM | ISHARES TR | $21.18万 | 0.09% | 618 | 618 | — | $21.18万 | 新建仓 |
| ONEQ | FIDELITY COMWLTH TR | $20.64万 | 0.09% | 2,000 | 2,000 | — | $20.64万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $20.38万 | 0.08% | 1,016 | 0 | 0.0% | — | 重新持有 |
| USVM | VICTORY PORTFOLIOS II | $20.37万 | 0.08% | 1,855 | 1,855 | — | $20.37万 | 新建仓 |
| ESGD | ISHARES TR | $20.16万 | 0.08% | 1,961 | 1,961 | — | $20.16万 | 新建仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -3,082 | -100.0% | -$21.00万 | 清仓 |
| USMV | ISHARES TR | $0 | 0.00% | 0 | -2,171 | -100.0% | -$20.14万 | 清仓 |