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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 54
增持 64
减持 20
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
DFGP
DFA GLOBAL CORE FIXED INCOME ETF
+$6.5M
762,441
+22%
增持
DFAU
DFA US CORE EQUITY MARKET ETF
+$6.3M
967,123
+12%
增持
DFSD
DFA S/T FIXED INCOME ETF
+$5.5M
930,407
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。
+15%
增持
DFAI
DFA INT CORE EQUITY ETF
+$2.7M
386,941
+16%
增持
DFVX
DIMENSIONAL US LRGE CP VCTR ETF
+$1.9M
105,291
+28%
建仓
PLTR
PALANTIR TECHNOLOGIES
+$1.5M
7,610
增持
DFAS
DFA US SMALL CAP ETF
+$995.2K
115,989
+9%
增持
AVEM
AVANTIS EMERGING MKT EQ ETF
+$844.0K
93,622
+11%
增持
AVGE
AVANTIS ALL EQUITY MKTS ETF
+$792.5K
20,570
+73%
建仓
LMT
LOCKHEED MARTIN
+$791.3K
1,629
增持
AVDV
AVANTIS INTL SMALL VALUE ETF
+$738.8K
58,005
+9%
增持
NFLX
NETFLIX
+$624.2K
9,227
+4514%
增持
DFAC
DFA US CORE EQUITY 2 ETF
+$601.1K
114,469
+11%
减持
AVDE
AVANTIS INTL CORE EQUITY ETF
+$579.1K
169,992
-1%
增持
GOOG
GOOGLE CLASS C
+$536.4K
7,217
+1%
增持
AVUV
AVANTIS US SMALL CAP VALUE ETF
+$466.3K
36,010
+10%
增持
AAPL
APPLE
+$429.4K
6,453
+23%
建仓
—
AMERICAN BEACON LRG CAP VAL
+$390.1K
17,080
增持
DFAE
DFA EMERGING MARKETS ETF
+$368.6K
179,968
+4%
增持
AVUS
AVANTIS US EQUITY ETF
+$361.2K
66,630
+1%
增持
DFAR
DFA US REAL ESTATE ETF
+$349.9K
267,970
+10%
增持
IBM
IBM
+$298.0K
1,350
+237%
增持
BRK/B
BERKSHIRE HATHAWAY
+$279.3K
871
+178%
增持
GOOGL
GOOGLE CLASS A
+$257.2K
1,423
+82%
增持
NVDA
NVIDIA CORP
+$222.2K
2,102
+125%
建仓
IWN
ISHARES RUSSELL 2000 VALUE ETF
+$221.3K
1,195
增持
SPY
SPDR S&P 500 ETF
+$220.8K
2,519
+11%
减持
DUHP
DFA US HIGH PROFITABILITY ETF
-$203.9K
13,661
-29%
建仓
TSLA
TESLA INC
+$180.6K
372
增持
LLY
ELI LILLY
+$153.2K
428
+6%
清仓
BF/A
BROWN-FORMAN CORP
-$123.6K
0
-100%
建仓
C
CITI
+$120.7K
993
增持
DFSB
DIMNSNL GLBL SUSTN FIXED INCM ETF
+$119.6K
20,789
+15%
减持
DFAT
DFA US TARGETED VALUE ETF
+$116.5K
56,428
-0%
清仓
FDS
FACTSET RESEARCH SYSTEMS
-$112.0K
0
-100%
建仓
—
ROYAL CARIBBEAN CRUISES LTD
+$106.2K
361
增持
TFC
TRUIST FINANCIAL CORP
+$105.9K
3,022
+191%
减持
DFIP
DFA INFLATION-PROTECT SEC ETF
-$102.4K
14,974
-13%
增持
GLD
SPDR GOLD ETF
+$102.1K
1,619
+2%
增持
AMZN
AMAZON
+$98.5K
2,170
+17%
建仓
MS
MORGAN STANLEY
+$95.7K
527
减持
DFUV
DFA TAX-MGD US MKT-WIDE VAL II ETF
+$95.5K
42,103
-0%
减持
DFUS
DFA US EQUITY ETF
+$95.0K
36,607
-0%
增持
BAC
BANK OF AMERICA
+$94.8K
1,689
+42125%
增持
DUSB
DIMENSIONAL ULTRASHORT FXD INC ETF
+$92.3K
12,144
+18%
建仓
TLT
ISHARES 20 YEAR TREASURY BOND ETF
+$91.8K
1,043
增持
DFAX
DFA WORLD EX-US EQUITY ETF
+$91.0K
33,520
+4%
建仓
LUV
SOUTHWEST AIRLINES
+$88.2K
2,127
增持
DFCF
DFA CORE FIXED INCOME ETF
+$87.1K
81,357
+3%
减持
DISV
DFA INTL SMALL CAP VALUE ETF
+$86.4K
38,035
-0%
增持
CSCO
CISCO SYSTEMS
+$82.8K
7,018
+3%
减持
BF/B
BROWN-FORMAN CORP
-$81.3K
1,572
-66%
增持
SCHX
SCHWAB US LARGE CAP ETF
+$78.0K
38,322
+4%
增持
DFSV
DFA US SMALL CAP VAL ETF
+$77.3K
33,256
+2%
建仓
IEMG
ISHARES EMERGING MKT ETF
+$76.0K
1,135
增持
AMD
AMD
+$73.9K
1,334
+1%
增持
VGT
VG INFO TECHNOLOGY ETF
+$71.5K
107
+664%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$69.9K
2,239
+49%
建仓
QCOM
QUALCOMM
+$69.9K
400
减持
DHI
D.R. HORTON
-$69.8K
450
-44%
增持
DFIV
DFA TAX-MGD INT'L VALUE ETF
+$68.2K
16,984
+0%
增持
MSFT
MICROSOFT CORP
+$67.6K
2,264
+13%
减持
TJX
TJX COMPANIES
+$65.7K
5,654
-1%
增持
WMT
WALMART
+$62.5K
5,191
+4%
增持
AVSE
AVANTIS RESPONSIBLE EMER MRK EQY ETF
+$60.3K
5,176
+20%
建仓
SPYM
STATE STREET SPDR PORT S&P 500 ETF
+$56.9K
699
增持
VTI
VANGUARD STOCK MARKET ETF
+$56.1K
2,200
+4%
清仓
FISV
FISERV INC
-$53.6K
0
-100%
增持
QQQ
POWERSHARES
+$52.7K
603
+12%
建仓
UNH
UNITEDHEALTH GROUP
+$49.3K
150
减持
VO
VANGUARD MIDCAP ETF
-$48.7K
6,661
-3%
建仓
DYNF
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
+$45.3K
734
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN ETF
+$44.0K
579
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$44.0K
889
增持
IWB
ISHARES RUSSELL 1000
+$43.4K
453
+29%
增持
XLY
SPDR - CONSUMER DISCRETIONARY ETF
+$43.0K
390
+1850%
建仓
STZ
CONSTELLATION BRANDS INC
+$42.1K
300
增持
DFLV
DFA US LARGE CAP VALUE ETF
+$41.4K
20,378
+1%
清仓
CPRT
COPART
-$40.5K
0
-100%
建仓
SPYV
SPDR Portfolio S&P 500 Value ETF
+$40.3K
702
建仓
EFV
ISHARES MSCI EAFE VALUE ETF
+$40.2K
561
建仓
XLC
THE COMM SVCS SEL SECT SPDR ETF
+$36.4K
308
增持
AVSD
AVANTIS RESPONSBL INTRL EQTY ETF
+$36.1K
746
+172%
建仓
THO
THOR INDUSTRIES
+$35.5K
334
减持
SCHP
SCHWAB US TIPS ETF
-$34.9K
13,957
-7%
建仓
XLF
SPDR - FINANCIAL ETF
+$34.8K
625
增持
VB
VANGUARD SMALL CAP ETF
+$33.7K
157
+423%
减持
VCSH
VG S/T CORP BOND ETF
-$32.2K
14,279
-2%
增持
DFSU
DFA US SUSTAINABLTY CORE 1 ETF
+$31.3K
5,380
+11%
增持
JPM
JP MORGAN
+$31.3K
459
+21%
建仓
CNI
CANADIAN NATIONAL RAILWAY
+$31.3K
317
建仓
FLNC
FLUENCE ENERGY INC
+$31.2K
1,573
减持
VNQ
VANGUARD REIT ETF
-$31.1K
11,311
-0%
增持
BINC
ISHARES FLEXIBLE INCOME ACTIVE ETF
+$30.4K
677
+577%
增持
—
3-D MATRIX LTD
+$30.2K
38,900
+47%
建仓
MELI
MERCADOLIBRE
+$30.2K
15
清仓
IIM
INVESCO VALUE MUNI INCOME TRUST
-$29.5K
0
-100%
建仓
FDN
FIRST TRUST DOW JONES INTERNET ETF
+$28.0K
103
减持
CRLBF
CRESCO LABS INC
-$27.6K
20,161
-50%
建仓
SHOP
SHOPIFY
+$27.1K
160
建仓
VDC
VG CONSUMER STAPLES ETF
+$26.6K
125
清仓
BCX
BLACKROCK RESOURCES & COMMODITY TRUST
-$25.8K
0
-100%
增持
BNDX
VG TOTAL INTL BOND INDEX ETF
+$24.6K
13,906
+6%
建仓
ET
ENERGY TRANSFER LP
+$24.5K
1,494
建仓
XLV
SPDR - HEALTH CARE ETF
+$23.8K
153
清仓
NZF
NUVEEN MUNICIPAL CREDIT INCOME
-$23.0K
0
-100%
增持
—
EXXON MOBIL
+$22.1K
203
+968%
建仓
NVO
Novo Nordisk A/S
+$21.8K
415
减持
ABBV
ABBVIE INC COM
-$21.7K
215
-30%
建仓
ANET
ARISTA NETWORKS
+$21.6K
165
建仓
TMUS
T-MOBILE US
+$20.6K
104
建仓
EMXC
ISHARES MSCI EMERGING MKTS EX CHINA ETF
+$20.4K
284
建仓
M
MACY'S
+$20.2K
907
建仓
THRO
ISHARES U.S. THEMATIC ROTATION ACTIVE ETF
+$20.1K
515
增持
FDX
FDX CORP
+$19.1K
192
+20%
清仓
IVV
ISHARES S&P 500 ETF
-$18.7K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$18.6K
238
-35%
清仓
XBGYX
BLACKROCK ENHANCED INTL DIV TRUST
-$18.6K
0
-100%
建仓
—
NXP SEMICONDUCTOR NV COM
+$18.5K
82
增持
AVSU
AVANTIS RESPONSIBL US EQUITY ETF
+$18.3K
2,576
+5%
增持
KO
COCA COLA
+$18.1K
295
+656%
增持
NKE
NIKE INC
+$17.6K
303
+3267%
建仓
CART
MAPLEBEAR INC
+$17.5K
383
减持
PEP
PEPSICO INC COM
-$17.3K
332
-28%
建仓
TM
TOYOTA
+$16.7K
77
增持
TROW
TR PRICE GROUP INC
+$16.3K
386
+64%
清仓
KJAN
INNOVATOR US SMALL CAP PWR BFFR ETF
-$16.1K
0
-100%
增持
BEPC
BROOKFIELD RENEWABLE CORP
+$15.8K
1,244
+30%
建仓
FITB
FIFTH THIRD BANCORP
+$15.5K
322
建仓
CRWD
CROWDSTRIKE HOLDINGS
+$15.3K
32
增持
PNC
PNC BANK CORP
+$15.2K
269
+28%
建仓
IBB
ISHARES BIOTECH
+$15.1K
87
建仓
AXON
AXON ENTERPRISE
+$14.8K
25
清仓
BAUG
INNOVATOR US EQUITY BUFFER ETF
-$14.5K
0
-100%
建仓
MPLX
MPLX LP PARTNERSHIP UNITS
+$14.2K
263
增持
PFE
PFIZER
+$13.4K
1,637
+51%
增持
DIS
WALT DISNEY
+$13.4K
223
+110%
建仓
XLE
The Energy Select Sector SPDR ETF
+$13.3K
300
建仓
LVS
LAS VEGAS SANDS CORP
+$13.3K
200
增持
MTUM
ISHARES MSCI USA MOMENTUM FACTOR
+$13.1K
114
+81%
清仓
KDEC
INNOVATOR US SMALL CAP PWER BUFR ETF
-$12.7K
0
-100%
建仓
PYPL
PAYPAL HOLDINGS
+$12.6K
209
减持
VEA
VANGUARD EUROPE/PACIFIC ETF
-$12.4K
2,242
-12%
建仓
VWOB
VANGUARD EMERGING MKTS GOVT BD ETF
+$12.3K
182
建仓
CHRW
C.H. ROBINSON WORLDWIDE INC
+$12.2K
74
减持
RPM
RPM INC-OHIO
-$11.9K
623
-6%
建仓
LRLCY
L OREAL SA
+$11.6K
135
建仓
BAI
ISHARES A.I. INNOVATION AND TECH ACT ETF
+$11.6K
341
建仓
—
CHUBB LTD COM
+$11.6K
37
建仓
—
ON HOLDING CL A ORD
+$11.6K
249
