CURTIS WEALTH MANAGEMENT LLC
HENDERSON NV · SEC CIK 0002108708
$1.07亿2026Q1 申报市值
50持仓数
48.7%前十大占比 · 第一大 7.0%
5 / 5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
CORO 新建仓+$481.16万
GOVT 加仓+$432.00万
ACWX 新建仓+$400.84万
BLCR 新建仓+$251.58万
IAGG 加仓+$219.09万
2026Q1 卖出最多 按季末市值估算
TLT 减仓-$508.65万
OEF 减仓-$376.54万
XLG 清仓-$243.90万
EFV 减仓-$239.48万
AVEM 减仓-$205.24万
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 |
|---|---|---|---|---|---|---|---|---|
| XLG | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -41,332 | -100.0% | -$243.90万 | 清仓 |
| EMB | ISHARES TR | $0 | 0.00% | 0 | -18,847 | -100.0% | -$182.47万 | 清仓 |
| SIVR | ABRDN SILVER ETF TRUST | $0 | 0.00% | 0 | -12,671 | -100.0% | -$130.89万 | 清仓 |
| HIMU | BLACKROCK ETF TRUST II | $0 | 0.00% | 0 | -7,464 | -100.0% | -$36.60万 | 清仓 |
| RVTY | REVVITY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DSI | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EMR | EMERSON ELEC CO | $0 | 0.00% | 0 | -1,392 | -100.0% | -$20.76万 | 清仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $20.94万 | 0.20% | 9,112 | 9,112 | — | $20.94万 | 新建仓 |
| IYW | ISHARES TR | $26.21万 | 0.25% | 1,445 | -92 | -6.0% | -$1.67万 | 减仓 |
| EFG | ISHARES TR | $28.71万 | 0.27% | 2,578 | 730 | 39.5% | $8.13万 | 加仓 |
| LCTU | BLACKROCK ETF TRUST | $29.67万 | 0.28% | 4,230 | -367 | -8.0% | -$2.57万 | 减仓 |
| EAGG | ISHARES TR | $30.66万 | 0.29% | 6,447 | 911 | 16.5% | $4.33万 | 加仓 |
| ITOT | ISHARES TR | $31.80万 | 0.30% | 2,233 | 90 | 4.2% | $1.28万 | 加仓 |
| SUSC | ISHARES TR | $33.93万 | 0.32% | 14,664 | 358 | 2.5% | $8,283 | 加仓 |
| IWR | ISHARES TR | $34.97万 | 0.33% | 3,597 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $37.35万 | 0.35% | 5,355 | -23,254 | -81.3% | -$162.20万 | 减仓 |
| IEFA | ISHARES TR | $37.59万 | 0.35% | 4,152 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $41.16万 | 0.39% | 1,926 | 0 | 0.0% | — | 不变 |
| ICVT | ISHARES TR | $41.68万 | 0.39% | 4,095 | -3,855 | -48.5% | -$39.24万 | 减仓 |
| LMUB | ISHARES TR | $43.67万 | 0.41% | 8,747 | 8,747 | — | $43.67万 | 新建仓 |
| IEV | ISHARES TR | $47.70万 | 0.45% | 7,021 | -497 | -6.6% | -$3.38万 | 减仓 |
| ESGU | ISHARES TR | $49.15万 | 0.46% | 3,476 | -22 | -0.6% | -$3,111 | 减仓 |
| IVLU | ISHARES TR | $57.55万 | 0.54% | 14,502 | 144 | 1.0% | $5,714 | 加仓 |
| TLH | ISHARES TR | $58.48万 | 0.55% | 5,807 | -3,851 | -39.9% | -$38.78万 | 减仓 |
| IWF | ISHARES TR | $60.14万 | 0.56% | 1,410 | 0 | 0.0% | — | 不变 |
| GLDM | WORLD GOLD TR | $64.63万 | 0.61% | 6,973 | -7,501 | -51.8% | -$69.53万 | 减仓 |
| WYNN | WYNN RESORTS LTD | $70.08万 | 0.66% | 6,901 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $73.34万 | 0.69% | 19,088 | 5,270 | 38.1% | $20.25万 | 加仓 |
| IAU | ISHARES GOLD TR | $79.57万 | 0.75% | 9,026 | -6,576 | -42.1% | -$57.97万 | 减仓 |
| SYSB | ISHARES TR | $92.42万 | 0.87% | 10,384 | -8,391 | -44.7% | -$74.68万 | 减仓 |
| MUB | ISHARES TR | $119.36万 | 1.12% | 11,244 | 2,118 | 23.2% | $22.48万 | 加仓 |
| TLT | ISHARES TR | $135.13万 | 1.27% | 15,588 | -58,675 | -79.0% | -$508.65万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $154.72万 | 1.45% | 31,013 | -104 | -0.3% | -$5,189 | 减仓 |
| OEF | ISHARES TR | $158.10万 | 1.48% | 4,971 | -11,839 | -70.4% | -$376.54万 | 减仓 |
| XTEN | BONDBLOXX ETF TRUST | $200.70万 | 1.88% | 43,763 | 2,101 | 5.0% | $9.64万 | 加仓 |
| MBB | ISHARES TR | $206.10万 | 1.93% | 21,706 | 758 | 3.6% | $7.20万 | 加仓 |
| SHLD | GLOBAL X FDS | $245.30万 | 2.30% | 34,627 | 17,426 | 101.3% | $123.45万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $251.58万 | 2.36% | 61,272 | 61,272 | — | $251.58万 | 新建仓 |
| BINC | BLACKROCK ETF TRUST II | $258.21万 | 2.42% | 49,722 | -16,483 | -24.9% | -$85.60万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $290.46万 | 2.73% | 125,091 | 4,852 | 4.0% | $11.27万 | 加仓 |
| IUSB | ISHARES TR | $301.96万 | 2.83% | 65,374 | 3,509 | 5.7% | $16.21万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $328.49万 | 3.08% | 29,300 | 1,009 | 3.6% | $11.31万 | 加仓 |
| IVE | ISHARES TR | $333.95万 | 3.14% | 15,816 | -969 | -5.8% | -$20.46万 | 减仓 |
| IAGG | ISHARES TR | $334.52万 | 3.14% | 66,850 | 43,783 | 189.8% | $219.09万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $343.47万 | 3.22% | 94,830 | 4,222 | 4.7% | $15.29万 | 加仓 |
| EFV | ISHARES TR | $352.84万 | 3.31% | 47,456 | -32,210 | -40.4% | -$239.48万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $357.54万 | 3.36% | 108,510 | 6,361 | 6.2% | $20.96万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $360.73万 | 3.39% | 44,766 | -25,470 | -36.3% | -$205.24万 | 减仓 |
| ACWX | ISHARES TR | $400.84万 | 3.76% | 58,543 | 58,543 | — | $400.84万 | 新建仓 |
| QUAL | ISHARES TR | $409.75万 | 3.85% | 21,362 | -992 | -4.4% | -$19.03万 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $481.16万 | 4.52% | 149,646 | 149,646 | — | $481.16万 | 新建仓 |
| GOVT | ISHARES TR | $486.69万 | 4.57% | 212,434 | 188,563 | 789.9% | $432.00万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $501.14万 | 4.71% | 65,474 | 12,799 | 24.3% | $97.96万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $508.64万 | 4.78% | 89,897 | -11,180 | -11.1% | -$63.26万 | 减仓 |
| IVV | ISHARES TR | $548.91万 | 5.15% | 8,403 | 2,125 | 33.8% | $138.81万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $739.56万 | 6.94% | 127,116 | -22,009 | -14.8% | -$128.05万 | 减仓 |
| IVW | ISHARES TR | $749.95万 | 7.04% | 66,303 | 3,271 | 5.2% | $37.00万 | 加仓 |