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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 8
增持 112
减持 2
清仓 28
方向
标的
Δ市值
现股数(环比)
增持
DFGP
DFA GLOBAL CORE FIXED INCOME ETF
+$10.5M
575,094
+151241%
增持
DFSD
DFA S/T FIXED INCOME ETF
+$10.4M
760,536
+192929%
增持
DFAU
DFA US CORE EQUITY MARKET ETF
+$4.2M
823,273
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。
+195452%
增持
DFAI
DFA INT CORE EQUITY ETF
+$3.2M
313,212
+138489%
增持
AVEM
AVANTIS EMERGING MKT EQ ETF
+$2.2M
77,083
+49631%
增持
AVUS
AVANTIS US EQUITY ETF
+$2.2M
68,164
+234948%
增持
DFVX
DIMENSIONAL US LRGE CP VCTR ETF
+$2.1M
67,721
+45047%
增持
AVDE
AVANTIS INTL CORE EQUITY ETF
+$1.7M
176,636
+52785%
增持
AVDV
AVANTIS INTL SMALL VALUE ETF
+$1.5M
51,647
+19918%
增持
DFCF
DFA CORE FIXED INCOME ETF
-$1.2M
84,813
+47018%
增持
DFIP
DFA INFLATION-PROTECT SEC ETF
-$1.2M
17,610
+31346%
增持
VO
VANGUARD MIDCAP ETF
-$928.6K
7,851
+5277%
增持
DFAS
DFA US SMALL CAP ETF
+$780.3K
100,593
+28559%
增持
SCHP
SCHWAB US TIPS ETF
-$648.1K
15,780
+33474%
增持
DFAR
DFA US REAL ESTATE ETF
+$404.9K
227,602
+48952%
增持
NFLX
NETFLIX
+$398.6K
890
+44400%
增持
AAPL
APPLE
-$367.6K
6,093
+35741%
增持
DFAE
DFA EMERGING MARKETS ETF
+$262.5K
177,328
+53963%
增持
AVGE
AVANTIS ALL EQUITY MKTS ETF
+$244.2K
16,598
+23955%
增持
GOOG
GOOGLE CLASS C
-$204.9K
7,302
+40467%
增持
IGV
ISHARES TECH-SOFTWARE ETF
+$180.9K
24,491
+128800%
增持
DISV
DFA INTL SMALL CAP VALUE ETF
+$169.0K
40,381
+50376%
增持
VNQ
VANGUARD REIT ETF
-$149.0K
11,420
+23692%
增持
META
META PLATFORMS
+$145.9K
956
+47700%
增持
MSFT
MICROSOFT CORP
+$136.1K
2,231
+27788%
增持
DFIV
DFA TAX-MGD INT'L VALUE ETF
+$133.8K
16,983
+188600%
增持
DFAX
DFA WORLD EX-US EQUITY ETF
+$129.6K
35,075
+159332%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$127.4K
1,658
+165700%
增持
DFAT
DFA US TARGETED VALUE ETF
-$123.3K
57,761
+125467%
增持
VTI
VANGUARD STOCK MARKET ETF
-$119.4K
2,256
+17254%
增持
GLD
SPDR GOLD ETF
+$106.5K
1,590
+26400%
增持
BSV
VG SHORT TERM BOND ETF
+$102.6K
1,586
+39550%
增持
VOE
VANGUARD MIDCAP VALUE ETF
-$102.4K
1,324
+18814%
增持
IBM
IBM
+$100.9K
1,346
+33550%
增持
BF/B
BROWN-FORMAN CORP
-$95.1K
6,749
+224867%
增持
DUHP
DFA US HIGH PROFITABILITY ETF
-$92.0K
21,422
+82292%
增持
AVUV
AVANTIS US SMALL CAP VALUE ETF
+$91.0K
31,036
+9137%
增持
DFAC
DFA US CORE EQUITY 2 ETF
+$86.9K
122,665
+235794%
增持
DFLV
DFA US LARGE CAP VALUE ETF
+$86.8K
20,219
+48040%
增持
DFSB
DIMNSNL GLBL SUSTN FIXED INCM ETF
+$86.1K
17,920
+179100%
增持
VWO
VANGUARD EMERGING MKT ETF
-$82.9K
1,270
+18043%
增持
DFUS
DFA US EQUITY ETF
+$81.8K
36,759
+174943%
增持
SPY
SPDR S&P 500 ETF
+$79.2K
2,493
+35514%
增持
VEA
VANGUARD EUROPE/PACIFIC ETF
-$77.2K
2,650
+44067%
增持
WMT
WALMART
+$75.4K
5,191
+129675%
增持
DFUV
DFA TAX-MGD US MKT-WIDE VAL II ETF
+$72.9K
42,498
+354050%
增持
CSCO
CISCO SYSTEMS
+$69.2K
6,793
+113117%
建仓
EEM
ISHARES EMERGING MKTS ETF
+$59.9K
1,241
增持
VCEB
VANGUARD ESG US CORP BD ETF
-$59.0K
11,017
+220240%
增持
ORCL
ORACLE CORP
+$54.0K
1,038
+103700%
增持
QQQ
POWERSHARES
+$51.8K
572
+11340%
增持
CMG
CHIPOTLE MEXI GRILL
-$51.1K
2
+100%
清仓
AGG
ISHARES US AGG BOND ETF
-$49.8K
0
-100%
增持
IJH
ISHARES MIDCAP 400 ETF
-$49.6K
1,920
+63900%
增持
TSLA
TESLA INC
+$49.4K
270
+13400%
增持
SCHX
SCHWAB US LARGE CAP ETF
+$46.0K
36,534
+913250%
增持
BNDX
VG TOTAL INTL BOND INDEX ETF
-$44.0K
16,182
+124377%
增持
NVDA
NVIDIA CORP
+$42.0K
1,767
+25143%
清仓
SPYM
SPDR Portfolio S&P 500 ETF
-$41.2K
0
-100%
清仓
BLK
BLACKROCK INC COM
-$41.0K
0
-100%
增持
SCHF
SCHWAB INT'L EQUITY ETF
+$40.1K
11,132
+222540%
增持
V
VISA
+$38.5K
987
+49250%
清仓
AFL
AFLAC INC
-$36.2K
0
-100%
清仓
DFEM
DIMENSIONAL EMERG MARK CRE EQY 2 ETF
-$36.1K
0
-100%
增持
AVSE
AVANTIS RESPONSIBLE EMER MRK EQY ETF
+$35.9K
4,204
+46611%
增持
HD
HOME DEPOT
-$35.5K
217
+5325%
增持
IWR
ISHARES RUSSELL MIDCAP ETF
-$34.4K
8,952
+89420%
清仓
—
SANDY SPRING BANCORP
-$33.7K
0
-100%
增持
AN
AUTONATION
+$33.4K
1,160
+115900%
增持
VB
VANGUARD SMALL CAP ETF
-$33.2K
78
+2500%
增持
LMT
LOCKHEED MARTIN
-$32.2K
1,414
+70600%
增持
SCZ
ISHARES EAFE SMALL CAP ETF
+$30.1K
2,522
+126000%
增持
MGV
VANGUARD MEGA CAP VALUE ETF
-$30.1K
979
+16217%
减持
GS
GOLDMAN SACHS
-$29.7K
0
-100%
增持
VBR
VANGUARD SMALL CAP VAL ETF
+$29.3K
706
+23433%
建仓
BAUG
INNOVATOR US EQUITY BUFFER ETF
+$29.3K
636
增持
AXP
AMERICAN EXPRESS
-$29.1K
25
+1150%
清仓
WHR
Whirlpool Corp
-$28.9K
0
-100%
清仓
XETYX
EV Tax-Managed Div Equity Income
-$28.4K
0
-100%
增持
AMD
AMD
+$28.2K
1,319
+131800%
建仓
AUB
ATLANTIC UNION BANKSHARES CORP
+$28.2K
900
增持
AVRE
AVANTIS REAL ESTATE ETF
+$23.9K
5,326
+48318%
清仓
RF
REGIONS FINANCIAL CORP
-$23.5K
0
-100%
增持
MS
MORGAN STANLEY
-$23.5K
527
+26250%
清仓
XGDVX
GABELLI DIVIDEND AND INCOME
-$23.0K
0
-100%
增持
DFSI
DFA INTL SUS CORE 1 ETF
+$23.0K
2,860
+71400%
增持
PLTR
PALANTIR TECHNOLOGIES
+$22.6K
371
+18450%
增持
JPM
JP MORGAN
+$22.3K
442
+10950%
增持
ORLY
O'REILLY AUTOMOTIVE INC COM
+$22.3K
2,010
+200900%
增持
BRK/B
BERKSHIRE HATHAWAY
+$22.2K
810
+6131%
减持
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
-$21.7K
1
-50%
清仓
LEN
LENNAR CORP
-$21.5K
0
-100%
增持
INTU
INTUIT INC COM
+$21.3K
134
+13300%
清仓
EOI
EV Enhanced Equity Income
-$21.2K
0
-100%
增持
CI
CIGNA CORP
+$21.0K
386
+12767%
增持
AVSC
AVANTIS US SMALL CAP ETF
+$21.0K
13,068
+100423%
清仓
EOD
Allspring Global Dividend Opportunity
-$19.9K
0
-100%
增持
GE
GENERAL ELECTRIC
-$19.8K
12
+500%
增持
—
ARCH CAPITAL GROUP
-$19.5K
1,995
+49775%
增持
CP
CANADIAN PACIFIC RAILWAY
-$19.2K
250
+12400%
增持
MRK
MERCK & CO INC
-$17.8K
874
+43600%
增持
STZ
CONSTELLATION BRANDS INC
-$17.5K
300
+29900%
建仓
OKLO
OKLO CL A ORD
+$17.4K
310
清仓
UTF
Cohen & Steers Infrastructure
-$16.9K
0
-100%
增持
—
ROYAL CARIBBEAN CRUISES LTD
+$16.5K
200
+19900%
清仓
SPSM
SPDR Portfolio S&P 600 Sm Cap ETF
-$16.4K
0
-100%
增持
CRLBF
CRESCO LABS INC
-$16.1K
40,322
+4032100%
增持
DIHP
DFA INT'L HIGH PROFIT ETF
-$16.0K
10,038
+50090%
清仓
CRBU
Caribou Biosciences Inc
-$15.9K
0
-100%
清仓
RVT
ROYCE SMALL-CAP TRUST
-$15.8K
0
-100%
增持
GOOGL
GOOGLE CLASS A
-$15.7K
1,201
+23920%
增持
MU
MICRON TECHNOLOGY INC
+$15.6K
400
+39900%
清仓
PYPL
PAYPAL HOLDINGS
-$15.4K
0
-100%
建仓
KJAN
INNOVATOR US SMALL CAP PWR BFFR ETF
+$15.0K
400
增持
VCSH
VG S/T CORP BOND ETF
-$15.0K
14,744
+52557%
建仓
BF/A
BROWN-FORMAN CORP
+$14.8K
540
清仓
ZYME
ZYMEWORKS INC
-$14.6K
0
-100%
增持
TROW
TR PRICE GROUP INC
-$14.6K
416
+20700%
增持
DFSV
DFA US SMALL CAP VAL ETF
-$13.8K
37,584
+110441%
增持
MELI
MERCADOLIBRE
+$13.8K
15
+1400%
增持
FISV
FISERV INC
-$13.7K
416
+41500%
清仓
VKTX
Viking Therapeutics Inc
-$13.5K
0
-100%
清仓
ILMN
ILLUMINA INC
-$13.4K
0
-100%
增持
FNF
FIDELITY NATIONAL FINANCIAL
-$13.3K
64
+6300%
增持
ESGV
VANGUARD ESG US STK ETF
-$12.9K
6,797
+169825%
增持
FDS
FACTSET RESEARCH SYSTEMS
-$12.9K
391
+39000%
清仓
HUM
HUMANA
-$12.7K
0
-100%
增持
ED
CONSOLIDATED EDISON
-$12.6K
68
+3300%
增持
MTB
M&T BANK
-$12.5K
41
+1950%
建仓
KDEC
INNOVATOR US SMALL CAP PWER BUFR ETF
+$12.0K
500
清仓
CDXS
CODEXIS INC
-$11.9K
0
-100%
增持
VXUS
VANGUARD TOTAL INTL STOCK ETF
+$11.6K
1,140
+37900%
增持
VOO
VANGUARD S&P 500 ETF
+$11.4K
482
+11950%
增持
COF
Capital One Financial Corp
+$11.3K
55
+5400%
清仓
EBAY
EBAY
-$11.2K
0
-100%
增持
SOFI
SOFI TECHNOLOGIES
-$10.7K
260
+25900%
增持
BRO
BROWN & BROWN
+$10.6K
1,200
+119900%
清仓
EMB
ISHARES JPM USD EMRG MKT BND ETF
-$10.6K
0
-100%
建仓
M
MACY'S
+$10.3K
884
增持
TILT
FLEXSHARES MSTAR US MKT FACTORS TILT ETF
-$10.0K
335
+33400%
清仓
XAGDX
abrdn Global Dynamic Dividend
-$9.8K
0
-100%
清仓
RMT
ROYCE MICRO-CAP TRUST
-$9.8K
0
-100%
增持
GEV
GE VERNOVA LLC COM
-$9.6K
3
+50%
清仓
ETJ
EV Risk-Mgd Divers Equity Inc
-$9.5K
0
-100%
增持
EFA
ISHARES MSCI EAFE ETF
+$9.4K
681
+22600%
增持
AVSU
AVANTIS RESPONSIBL US EQUITY ETF
+$9.3K
2,174
+43380%
增持
PEP
PEPSICO INC COM
-$9.3K
463
+46200%
增持
VTV
VANGUARD US VALUE ETF
+$9.0K
1,207
+17143%
增持
DHI
D.R. HORTON
-$8.7K
801
+39950%
增持
RPM
RPM INC-OHIO
-$8.7K
660
+65900%
