13FBOX
CURTIS WEALTH MANAGEMENT LLC · 13F 持仓分析
期权收益计算器 机构排行

CURTIS WEALTH MANAGEMENT LLC

No.8847
最新持仓市值 (Q2 2026)
$1.18亿
环比变动 Q1 2026
+$1,148.4万+10.8%
持仓股票数
55
新买入
7
加仓
21
减仓
24
清仓
2
持股不变
3
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
IiShares安硕信托IVV
9.36%5.15%$1,104.0万1.5万股$548.9万8,403股+6,339股+75.44%加仓
IiShares安硕信托IVW
7.55%7.04%$890.6万6.5万股$750.0万6.6万股-1,549股-2.34%减仓
B贝莱德ETF信托DYNF
7.17%6.94%$845.7万12.4万股$739.6万12.7万股-2,762股-2.17%减仓
S道富SPYM
7.08%4.71%$835.2万9.5万股$501.1万6.5万股+3.0万股+45.15%加仓
IiShares安硕·MSCI ACWI EX U.S. ETFACWX
5.33%3.76%$628.9万8.3万股$400.8万5.9万股+2.4万股+41.14%加仓
B贝莱德ETF信托CORO
4.7%4.52%$554.9万15.2万股$481.2万15.0万股+1,959股+1.31%加仓
B贝莱德ETF信托IALT
4.29%$506.6万18.1万股$00股+18.1万股新买入
IiShares安硕信托GJS
4.19%4.57%$493.8万21.7万股$486.7万21.2万股+4,351股+2.05%加仓
S道富SPYV
3.81%4.78%$450.1万7.4万股$508.6万9.0万股-1.6万股-17.64%减仓
B贝莱德ETF信托BAI
3.74%3.36%$441.3万8.4万股$357.5万10.9万股-2.5万股-22.85%减仓
IiShares安硕信托IUSB
3.4%2.83%$401.6万8.7万股$302.0万6.5万股+2.2万股+33.10%加仓
B贝莱德ETF信托BLCR
2.94%2.36%$346.9万6.9万股$251.6万6.1万股+7,599股+12.40%加仓
I景顺交易所交易基金IISPMO
2.91%3.08%$343.5万2.1万股$328.5万2.9万股-8,033股-27.42%减仓
SSCHWAB U.S. AGGREGATE BOND ETFSCHZ
2.43%2.73%$286.9万12.4万股$290.5万12.5万股-1,051股-0.84%减仓
B贝莱德·ETF TRUST IIGGOV
2.39%$281.4万5.6万股$00股+5.6万股新买入
IiShares安硕·S&PIVE
2.38%3.14%$280.6万1.2万股$334.0万1.6万股-3,456股-21.85%减仓
B贝莱德ETF信托THRO
2.3%3.22%$270.9万6.3万股$343.5万9.5万股-3.2万股-33.74%减仓
A美国世纪ETF信托AVEM
2.12%3.39%$250.2万2.6万股$360.7万4.5万股-1.9万股-42.07%减仓
GGlobal X基金SHLD
2.11%2.3%$249.5万4.2万股$245.3万3.5万股+7,157股+20.67%加仓
iShares安硕·MBSACGL
1.7%1.93%$200.6万2.1万股$206.1万2.2万股-479股-2.21%减仓
IiShares安硕·S&P 100 ETFIWO
1.68%1.48%$197.7万5,404股$158.1万4,971股+433股+8.71%加仓
V先锋领航市政债券基金VTEB
1.42%1.45%$167.6万3.3万股$154.7万3.1万股+2,131股+6.87%加仓
B贝莱德·ETF TRUST IIBINC
1.14%2.42%$134.7万2.6万股$258.2万5.0万股-2.4万股-48.25%减仓
BBONDBLOXX ETF TRUSTXTEN
1.06%1.88%$124.9万2.7万股$200.7万4.4万股-1.6万股-37.39%减仓
IiShares安硕信托GVI
1.01%1.12%$118.8万1.1万股$119.4万1.1万股-208股-1.85%减仓
IISHARES SYSTEMATIC BOND ETFSYSB
0.82%0.87%$97.3万1.1万股$92.4万1.0万股+584股+5.62%加仓
IiShares黄金信托IAU
0.7%0.75%$82.1万1.1万股$79.6万9,026股+1,843股+20.42%加仓
IiShares安硕·MSCIQUAL
0.6%3.85%$70.5万3,211股$409.7万2.1万股-1.8万股-84.97%减仓
IiShares安硕·RUSSELLIWF
0.59%0.56%$70.1万5,642股$60.1万1,410股+4,232股+300.14%加仓
IiShares比特币ETFIBIT
0.56%0.69%$65.9万2.0万股$73.3万1.9万股+705股+3.69%加仓
IiShares安硕信托EFV
0.55%3.31%$64.4万8,409股$352.8万4.7万股-3.9万股-82.28%减仓
IiShares安硕信托LMUB
0.51%0.41%$60.7万1.2万股$43.7万8,747股+3,113股+35.59%加仓
IiShares安硕信托STIP
0.5%$59.4万5,819股$00股+5,819股新买入
IiShares安硕信托IVLU
0.49%0.54%$58.1万1.4万股$57.5万1.5万股-606股-4.18%减仓
WWORLD GOLD TRGLD
0.48%0.61%$56.5万7,114股$64.6万6,973股+141股+2.02%加仓
IiShares安硕信托ITOT
0.47%0.46%$55.9万3,414股$49.2万3,476股-62股-1.78%减仓
永利度假村WYNN
0.46%0.66%$54.6万5,622股$70.1万6,901股-1,279股-18.53%减仓
IiShares安硕信托IEV
0.43%0.45%$50.5万6,933股$47.7万7,021股-88股-1.25%减仓
IiShares安硕信托IWD
0.4%0.39%$46.7万1,926股$41.2万1,926股00.00%持仓不变
IiShares安硕信托IEFA
0.34%0.35%$40.1万4,152股$37.6万4,152股00.00%持仓不变
IiShares安硕信托ITOT
0.34%0.3%$39.8万2,421股$31.8万2,233股+188股+8.42%加仓
IiShares安硕·RUSSELL MIDCAP ETFIWR
0.34%0.33%$39.7万3,597股$35.0万3,597股00.00%持仓不变
IiShares安硕·U.S. TECHNOLOGY ETFIYW
0.33%0.25%$38.8万1,537股$26.2万1,445股+92股+6.37%加仓
I景顺交易所交易基金IIPZA
0.31%0.2%$36.8万1.6万股$20.9万9,112股+6,540股+71.77%加仓
IiShares安硕IEMG
0.31%0.35%$36.1万4,356股$37.4万5,355股-999股-18.66%减仓
IiShares安硕·ESG AWARE US AGGREGATE BOND ETFEAGG
0.3%0.29%$35.7万7,524股$30.7万6,447股+1,077股+16.71%加仓
IiShares安硕信托EFG
0.27%0.27%$32.2万2,591股$28.7万2,578股+13股+0.50%加仓
B贝莱德ETF信托LCTU
0.26%0.28%$31.0万3,862股$29.7万4,230股-368股-8.70%减仓
IiShares安硕·7-10YRIEF
0.25%$30.0万3,173股$00股+3,173股新买入
IiShares安硕信托IBDU
0.21%0.32%$24.5万1.1万股$33.9万1.5万股-4,083股-27.84%减仓

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