CURTIS WEALTH MANAGEMENT LLC
HENDERSON NV · SEC CIK 0002108708
$1.18亿2026Q2 申报市值
55持仓数
57.2%前十大占比 · 第一大 9.4%
5 / 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
IALT 新建仓+$506.55万
IVV 加仓+$474.72万
GGOV 新建仓+$281.43万
SPYM 加仓+$259.77万
ACWX 加仓+$183.31万
2026Q2 卖出最多 按季末市值估算
QUAL 减仓-$398.34万
IAGG 清仓-$334.52万
EFV 减仓-$298.90万
AVEM 减仓-$181.74万
THRO 减仓-$137.92万
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 | $1,104.01万 | 9.36% | 14,742 | 6,339 | 75.4% | $474.72万 | 加仓 |
| IVW | ISHARES TR | $890.56万 | 7.55% | 64,754 | -1,549 | -2.3% | -$21.30万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $845.73万 | 7.17% | 124,354 | -2,762 | -2.2% | -$18.78万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $835.16万 | 7.08% | 95,034 | 29,560 | 45.1% | $259.77万 | 加仓 |
| ACWX | ISHARES TR | $628.88万 | 5.33% | 82,628 | 24,085 | 41.1% | $183.31万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $554.87万 | 4.70% | 151,605 | 1,959 | 1.3% | $7.17万 | 加仓 |
| IALT | BLACKROCK ETF TRUST | $506.55万 | 4.29% | 180,588 | 180,588 | — | $506.55万 | 新建仓 |
| GOVT | ISHARES TR | $493.84万 | 4.19% | 216,785 | 4,351 | 2.0% | $9.91万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $450.07万 | 3.81% | 74,036 | -15,861 | -17.6% | -$96.42万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $441.32万 | 3.74% | 83,711 | -24,799 | -22.9% | -$130.74万 | 减仓 |
| IUSB | ISHARES TR | $401.56万 | 3.40% | 87,012 | 21,638 | 33.1% | $99.86万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $346.90万 | 2.94% | 68,871 | 7,599 | 12.4% | $38.28万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $343.55万 | 2.91% | 21,267 | -8,033 | -27.4% | -$129.76万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $286.90万 | 2.43% | 124,040 | -1,051 | -0.8% | -$2.43万 | 减仓 |
| GGOV | BLACKROCK ETF TRUST II | $281.43万 | 2.39% | 55,961 | 55,961 | — | $281.43万 | 新建仓 |
| IVE | ISHARES TR | $280.64万 | 2.38% | 12,360 | -3,456 | -21.9% | -$78.47万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $270.89万 | 2.30% | 62,837 | -31,993 | -33.7% | -$137.92万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $250.21万 | 2.12% | 25,931 | -18,835 | -42.1% | -$181.74万 | 减仓 |
| SHLD | GLOBAL X FDS | $249.49万 | 2.11% | 41,784 | 7,157 | 20.7% | $42.73万 | 加仓 |
| MBB | ISHARES TR | $200.64万 | 1.70% | 21,227 | -479 | -2.2% | -$4.53万 | 减仓 |
| OEF | ISHARES TR | $197.71万 | 1.68% | 5,404 | 433 | 8.7% | $15.84万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $167.64万 | 1.42% | 33,144 | 2,131 | 6.9% | $10.78万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $134.68万 | 1.14% | 25,732 | -23,990 | -48.2% | -$125.57万 | 减仓 |
| XTEN | BONDBLOXX ETF TRUST | $124.88万 | 1.06% | 27,398 | -16,365 | -37.4% | -$74.59万 | 减仓 |
| MUB | ISHARES TR | $118.77万 | 1.01% | 11,036 | -208 | -1.8% | -$2.24万 | 减仓 |
| SYSB | ISHARES TR | $97.30万 | 0.82% | 10,968 | 584 | 5.6% | $5.18万 | 加仓 |
| IAU | ISHARES GOLD TR | $82.07万 | 0.70% | 10,869 | 1,843 | 20.4% | $13.92万 | 加仓 |
| QUAL | ISHARES TR | $70.47万 | 0.60% | 3,211 | -18,151 | -85.0% | -$398.34万 | 减仓 |
| IWF | ISHARES TR | $70.05万 | 0.59% | 5,642 | 2 | 0.0% | $248 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $65.89万 | 0.56% | 19,793 | 705 | 3.7% | $2.35万 | 加仓 |
| EFV | ISHARES TR | $64.37万 | 0.55% | 8,409 | -39,047 | -82.3% | -$298.90万 | 减仓 |
| LMUB | ISHARES TR | $60.75万 | 0.51% | 11,860 | 3,113 | 35.6% | $15.94万 | 加仓 |
| STIP | ISHARES TR | $59.45万 | 0.50% | 5,819 | 5,819 | — | $59.45万 | 新建仓 |
| IVLU | ISHARES TR | $58.11万 | 0.49% | 13,896 | -606 | -4.2% | -$2.53万 | 减仓 |
| GLDM | WORLD GOLD TR | $56.50万 | 0.48% | 7,114 | 141 | 2.0% | $1.12万 | 加仓 |
| ESGU | ISHARES TR | $55.87万 | 0.47% | 3,414 | -62 | -1.8% | -$1.01万 | 减仓 |
| WYNN | WYNN RESORTS LTD | $54.58万 | 0.46% | 5,622 | -1,279 | -18.5% | -$12.42万 | 减仓 |
| IEV | ISHARES TR | $50.51万 | 0.43% | 6,933 | -88 | -1.3% | -$6,411 | 减仓 |
| IWD | ISHARES TR | $46.70万 | 0.40% | 1,926 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $40.10万 | 0.34% | 4,152 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $39.77万 | 0.34% | 2,421 | 188 | 8.4% | $3.09万 | 加仓 |
| IWR | ISHARES TR | $39.68万 | 0.34% | 3,597 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $38.77万 | 0.33% | 1,537 | 92 | 6.4% | $2.32万 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $36.81万 | 0.31% | 15,652 | 6,540 | 71.8% | $15.38万 | 加仓 |
| IEMG | ISHARES INC | $36.09万 | 0.31% | 4,356 | -999 | -18.7% | -$8.28万 | 减仓 |
| EAGG | ISHARES TR | $35.67万 | 0.30% | 7,524 | 1,077 | 16.7% | $5.11万 | 加仓 |
| EFG | ISHARES TR | $32.24万 | 0.27% | 2,591 | 13 | 0.5% | $1,617 | 加仓 |
| LCTU | BLACKROCK ETF TRUST | $30.96万 | 0.26% | 3,862 | -368 | -8.7% | -$2.95万 | 减仓 |
| IEF | ISHARES TR | $30.01万 | 0.25% | 3,173 | 3,173 | — | $30.01万 | 新建仓 |
| SUSC | ISHARES TR | $24.50万 | 0.21% | 10,581 | -4,083 | -27.8% | -$9.45万 | 减仓 |
| RVTY | REVVITY INC | $24.31万 | 0.21% | 2,185 | -92 | -4.0% | -$1.02万 | 重新持有 |
| TLH | ISHARES TR | $24.23万 | 0.21% | 2,415 | -3,392 | -58.4% | -$34.04万 | 减仓 |
| TLT | ISHARES TR | $24.01万 | 0.20% | 2,779 | -12,809 | -82.2% | -$110.68万 | 减仓 |
| DSI | ISHARES TR | $21.90万 | 0.19% | 1,538 | -303 | -16.5% | -$4.32万 | 重新持有 |
| XAR | SPDR SERIES TRUST | $21.06万 | 0.18% | 742 | 742 | — | $21.06万 | 新建仓 |
| IAGG | ISHARES TR | $0 | 0.00% | 0 | -66,850 | -100.0% | -$334.52万 | 清仓 |
| ICVT | ISHARES TR | $0 | 0.00% | 0 | -4,095 | -100.0% | -$41.68万 | 清仓 |