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CURIO WEALTH, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
CURIO WEALTH, LLC
报告期 2026-03-31 · CIK 0002049201
持仓数
1,255
前50大市值合计
$276.6M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 63
减持 72
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
LMT
LOCKHEED MARTIN
+$680.3K
2
-86%
减持
NFLX
NETFLIX
+$623.9K
2
-99%
减持
DFAU
DFA US CORE EQUITY MARKET ETF
+$528.3K
421
-100%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
DFAC
DFA US CORE EQUITY 2 ETF
+$503.8K
52
-100%
减持
DFSD
DFA S/T FIXED INCOME ETF
+$349.0K
394
-100%
减持
DFGP
DFA GLOBAL CORE FIXED INCOME ETF
+$340.5K
380
-100%
减持
AVGE
AVANTIS ALL EQUITY MKTS ETF
+$340.0K
69
-99%
减持
AAPL
APPLE
+$314.2K
17
-100%
减持
DFAI
DFA INT CORE EQUITY ETF
+$224.6K
226
-100%
减持
IBM
IBM
+$207.7K
4
-99%
减持
TJX
TJX COMPANIES
-$202.2K
12
-100%
建仓
IWN
ISHARES RUSSELL 2000 VALUE ETF
+$196.2K
2
减持
BRK/B
BERKSHIRE HATHAWAY
+$166.4K
13
-97%
减持
SPY
SPDR S&P 500 ETF
+$125.4K
7
-100%
减持
NVDA
NVIDIA CORP
+$111.8K
7
-99%
清仓
PSA
PUBLIC STORAGE
-$107.2K
0
-100%
清仓
L
LOEWS CORP
-$106.7K
0
-100%
减持
DFAR
DFA US REAL ESTATE ETF
+$104.5K
464
-100%
建仓
BAC
BANK OF AMERICA
+$90.6K
2
减持
AVEM
AVANTIS EMERGING MKT EQ ETF
+$86.7K
155
-100%
减持
TFC
TRUIST FINANCIAL CORP
+$86.1K
2
-100%
减持
AVDE
AVANTIS INTL CORE EQUITY ETF
+$83.5K
334
-100%
减持
GOOGL
GOOGLE CLASS A
+$79.7K
5
-99%
减持
VZ
VERIZON
-$78.8K
1
-100%
减持
DFAS
DFA US SMALL CAP ETF
+$78.0K
351
-100%
减持
AVDV
AVANTIS INTL SMALL VALUE ETF
+$75.4K
258
-99%
建仓
LUV
SOUTHWEST AIRLINES
+$71.5K
3
减持
T
AT&T CORP
-$66.8K
4
-100%
建仓
STZ
CONSTELLATION BRANDS INC
+$66.3K
1
减持
MS
MORGAN STANLEY
+$66.3K
2
-99%
减持
DUHP
DFA US HIGH PROFITABILITY ETF
+$64.4K
26
-100%
减持
AVUS
AVANTIS US EQUITY ETF
+$58.4K
29
-100%
清仓
AIVSX
INVESTMENT CO OF AMERICA
-$53.8K
0
-100%
减持
DFVX
DIMENSIONAL US LRGE CP VCTR ETF
+$52.5K
150
-100%
清仓
PM
PHILIP MORRIS INTL COM
-$48.1K
0
-100%
减持
BNDX
VG TOTAL INTL BOND INDEX ETF
+$47.1K
13
-100%
建仓
—
ROYAL CARIBBEAN CRUISES LTD
+$46.1K
1
建仓
TSLA
TESLA INC
+$36.3K
2
清仓
HON
HONEYWELL INTL
-$35.2K
0
-100%
建仓
—
SANDY SPRING BANCORP
+$33.7K
1
建仓
CNI
Canadian National Railway Co
+$32.2K
1
建仓
THO
THOR INDUSTRIES
+$32.0K
1
减持
DFSV
DFA US SMALL CAP VAL ETF
+$29.2K
34
-100%
建仓
WHR
Whirlpool Corp
+$28.9K
1
减持
TROW
TR PRICE GROUP INC
+$28.2K
2
-99%
减持
AMZN
AMAZON
+$26.8K
7
-100%
减持
AVUV
AVANTIS US SMALL CAP VALUE ETF
+$26.7K
336
-99%
减持
DFAE
DFA EMERGING MARKETS ETF
+$26.1K
328
-100%
建仓
MELI
MERCADOLIBRE
+$25.7K
1
减持
VO
VANGUARD MIDCAP ETF
+$25.1K
146
-99%
建仓
TMUS
T-MOBILE US
+$22.5K
1
清仓
MO
Altria Group Inc
-$20.9K
0
-100%
清仓
BF/A
BROWN-FORMAN CORP
-$20.4K
0
-100%
减持
BF/B
BROWN-FORMAN CORP
+$20.4K
3
-100%
减持
DFCF
DFA CORE FIXED INCOME ETF
+$20.2K
180
-100%
减持
—
EXXON MOBIL
+$19.8K
4
-99%
建仓
TTD
THE TRADE DESK
+$18.8K
1
减持
LLY
ELI LILLY
+$18.8K
3
-99%
建仓
—
NXP SEMICONDUCTOR NV COM
+$17.0K
1
清仓
MDLZ
MONDELEZ INTL INC COM
-$16.5K
0
-100%
减持
WMT
WALMART
+$15.7K
4
-100%
减持
KO
COCA COLA
+$15.5K
5
-87%
减持
GOOG
GOOGLE CLASS C
+$15.3K
18
-100%
建仓
EMXC
iShares MSCI Emerging Mkts ex China ETF
+$15.3K
1
建仓
UNH
UNITEDHEALTH GROUP
+$15.0K
1
建仓
TM
TOYOTA
+$15.0K
1
建仓
AMGN
AMGEN INC
+$15.0K
2
建仓
AXON
AXON ENTERPRISE
+$14.9K
1
减持
SCHP
SCHWAB US TIPS ETF
+$14.8K
47
-100%
减持
JPM
JP MORGAN
+$14.6K
4
-99%
减持
DFAX
DFA WORLD EX-US EQUITY ETF
+$14.5K
22
-100%
减持
QQQ
POWERSHARES
+$13.9K
5
-99%
建仓
VKTX
Viking Therapeutics Inc
+$13.5K
1
减持
MSFT
MICROSOFT CORP
+$11.9K
8
-100%
减持
DIHP
DFA INT'L HIGH PROFIT ETF
+$11.8K
20
-100%
减持
PNC
PNC BANK CORP
+$11.4K
4
-98%
建仓
SHOP
SHOPIFY
+$10.6K
1
建仓
—
CHUBB LTD COM
+$10.2K
1
清仓
—
GLOBAL MEDICAL REIT
-$9.9K
0
-100%
建仓
PANW
PALO ALTO NETWORKS
+$9.8K
1
减持
HD
HOME DEPOT
+$9.8K
4
-99%
建仓
SYK
STRYKER CORP COM
+$9.0K
1
建仓
LRLCY
L OREAL SA
+$8.8K
1
减持
PG
PROCTER & GAMBLE
+$8.4K
3
-99%
减持
OKE
ONEOK
-$8.3K
1
-99%
建仓
ISRG
INTUITIVE SURGICAL
+$7.8K
1
减持
MTB
M&T BANK
+$7.7K
2
-97%
建仓
CHRW
C.H. ROBINSON WORLDWIDE INC
+$7.6K
1
建仓
CBT
CABOT CORP
+$7.5K
1
建仓
ANET
ARISTA NETWORKS
+$7.1K
1
建仓
NVO
Novo Nordisk A/S
+$6.8K
1
减持
WBD
WARNER BROS. DISCOVERY
-$6.4K
2
-100%
建仓
VGIT
VG INTERM TERM TRS ETF
+$6.4K
4
减持
ED
CONSOLIDATED EDISON
+$6.1K
2
-99%
建仓
RRX
REGAL REXNORD CORP
+$5.9K
1
减持
CI
CIGNA CORP
-$5.8K
3
-99%
建仓
COP
CONOCO PHILLIPS
+$5.6K
1
减持
XEL
XCEL ENERGY
+$5.5K
2
-99%
建仓
—
SAFE BULKERS
+$5.5K
1
减持
PLTR
PALANTIR TECHNOLOGIES
+$5.3K
2
-99%
建仓
TEAM
ATLASSIAN
+$5.1K
1
建仓
CVX
CHEVRONTEXACO
+$5.1K
1
建仓
LH
LABCORP HOLDINGS INC
+$5.0K
1
减持
VTI
VANGUARD STOCK MARKET ETF
+$4.7K
13
-100%
清仓
SR
SPIRE INC
-$4.5K
0
-100%
建仓
MDB
MONGODB
+$4.4K
1
建仓
VEEV
VEEVA SYSTEMS
+$4.4K
1
减持
AVRE
AVANTIS REAL ESTATE ETF
+$4.3K
11
-100%
建仓
TREX
TREX
+$4.3K
1
减持
CEG
CONSTELLATION ENERGY
-$4.3K
1
-98%
减持
DFAT
DFA US TARGETED VALUE ETF
+$4.2K
46
-100%
建仓
ENTG
ENTEGRIS INC
+$3.6K
1
减持
WM
WASTE MANAGEMENT
+$3.4K
1
-96%
减持
DFIP
DFA INFLATION-PROTECT SEC ETF
+$3.2K
56
-100%
建仓
IFF
INTERNATIONAL FLAVORS & FRAGRANCES INC
+$3.0K
1
清仓
KHC
KRAFT HEINZ CO COM
-$2.8K
0
-100%
清仓
NOC
NORTHROP GRUMMAN
-$2.8K
0
-100%
建仓
ARES
ARES MANAGEMENT CORP
+$2.7K
1
建仓
QQQI
NEOS NASDAQ 100 HIGH INCOME ETF
+$2.5K
1
建仓
CMA
COMERICA INC
+$2.5K
1
清仓
IVR
INVESCO MORTGAGE CAPITAL INC
-$2.4K
0
-100%
减持
DIS
WALT DISNEY
+$2.4K
4
-90%
建仓
ALNY
ALNYLAM PHARMACEUTICALS
+$2.4K
1
建仓
LYV
LIVE NATION
+$2.3K
1
清仓
LNT
ALLIANT ENERGY CORP
-$2.2K
0
-100%
减持
VCSH
VG S/T CORP BOND ETF
+$2.2K
28
-100%
减持
EXC
EXELON CORP
-$2.2K
1
-99%
建仓
SBUX
STARBUCKS
+$2.2K
1
减持
AVSC
AVANTIS US SMALL CAP ETF
+$2.1K
13
-100%
建仓
UBER
UBER TECHNOLOGIES
+$2.1K
1
减持
SCHD
SCHWAB US DIVIDEND EQ ETF
+$2.1K
4
-100%
建仓
ROKU
ROKU
+$1.9K
1
建仓
DDOG
DATADOG INC
+$1.9K
1
建仓
TTWO
TAKE-TWO INTERACTIVE SOFTWARE
+$1.8K
1
减持
ABBV
ABBVIE INC COM
+$1.8K
3
-99%
建仓
OKTA
OKTA
+$1.7K
1
建仓
CRWD
CROWDSTRIKE HOLDINGS
+$1.7K
1
建仓
CRM
SALESFORCE
+$1.7K
1
建仓
JOBY
Joby Aviation Inc
+$1.6K
1
建仓
BIDU
BAIDU INC
+$1.6K
1
清仓
OGS
ONE GAS INC
-$1.6K
0
-100%
减持
BND
VANGUARD TOTAL BOND MKT ETF
+$1.5K
2
-60%
建仓
SWKS
SKYWORKS SOLUTIONS INC
+$1.5K
1
减持
CMCSA
COMCAST
-$1.5K
1
-100%
建仓
GMED
GLOBUS MEDICAL
+$1.4K
1
减持
VNQ
VANGUARD REIT ETF
+$1.3K
48
-100%
建仓
MET
METLIFE INC
+$1.2K
1
建仓
ZG
ZILLOW GROUP CL A
+$1.1K
1
建仓
TSM
TAIWAN SEMICONDUCTOR MFG
+$987
1
建仓
SWLVX
SCHWAB US LG-CAP VALUE INDEX
+$920
1
