13FBOX
Curi Wealth Management, LLC · 13F 持仓分析
期权收益计算器 机构排行

Curi Wealth Management, LLC

No.3119 数据截至 2024Q1
最新持仓市值 (Q1 2024)
$8.31亿
环比变动 Q4 2023
+$1.07亿+14.8%
持仓股票数
160
新买入
0
加仓
0
减仓
0
清仓
0
持股不变
160
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Q1 2024 市值Q1 2024 股数上季度市值上季度股数股数变动操作
PPRECISION BIOSCIENCES INCORPORATED COM NEWDTIL
14.93%0.02%$1.24亿34.0万股$12.4万34.0万股00.00%持仓不变
S嘉信·USSCHX
8.48%9.74%$7,050.1万125.0万股$7,050.1万125.0万股00.00%持仓不变
IiShares安硕信托IVV
7.76%8.91%$6,449.6万13.5万股$6,449.6万13.5万股00.00%持仓不变
IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY
5.76%6.62%$4,791.9万58.4万股$4,791.9万58.4万股00.00%持仓不变
S嘉信策略信托SCHM
2.99%3.43%$2,485.1万33.0万股$2,485.1万33.0万股00.00%持仓不变
IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC
2.68%3.07%$2,224.7万40.2万股$2,224.7万40.2万股00.00%持仓不变
IiShares安硕信托IEI
2.44%2.8%$2,029.5万17.3万股$2,029.5万17.3万股00.00%持仓不变
S嘉信策略信托SCHF
2.37%2.72%$1,972.5万53.4万股$1,972.5万53.4万股00.00%持仓不变
微软MSFT
2.27%2.61%$1,889.8万5.0万股$1,889.8万5.0万股00.00%持仓不变
IiShares安硕信托SGOV
2.04%2.34%$1,695.3万16.9万股$1,695.3万16.9万股00.00%持仓不变
摩根大通JPM
1.87%2.15%$1,552.9万9.1万股$1,552.9万9.1万股00.00%持仓不变
应用材料AMAT
1.78%2.04%$1,477.1万9.1万股$1,477.1万9.1万股00.00%持仓不变
IiShares安硕信托IEFA
1.61%1.85%$1,338.3万19.0万股$1,338.3万19.0万股00.00%持仓不变
万事达MA
1.61%1.85%$1,337.4万3.1万股$1,337.4万3.1万股00.00%持仓不变
VisaV
1.53%1.76%$1,273.2万4.9万股$1,273.2万4.9万股00.00%持仓不变
MICROCHIP TECHNOLOGYMCHP
1.51%1.73%$1,253.5万13.9万股$1,253.5万13.9万股00.00%持仓不变
联合健康UNH
1.49%1.71%$1,237.1万2.3万股$1,237.1万2.3万股00.00%持仓不变
S嘉信·USSCHA
1.49%1.71%$1,236.7万26.2万股$1,236.7万26.2万股00.00%持仓不变
AAlphabet Inc Class CGOOG
1.48%1.69%$1,226.3万8.7万股$1,226.3万8.7万股00.00%持仓不变
IISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFSLQD
1.46%1.67%$1,211.9万24.6万股$1,211.9万24.6万股00.00%持仓不变
默沙东MRK
1.39%1.6%$1,158.4万10.6万股$1,158.4万10.6万股00.00%持仓不变
IQVIAIQV
1.36%1.56%$1,129.8万4.9万股$1,129.8万4.9万股00.00%持仓不变
IiShares安硕·COREIJR
1.32%1.52%$1,098.8万10.2万股$1,098.8万10.2万股00.00%持仓不变
嘉信理财SCHW
1.27%1.46%$1,053.7万15.3万股$1,053.7万15.3万股00.00%持仓不变
SYSCO COMSYY
1.16%1.33%$963.1万13.2万股$963.1万13.2万股00.00%持仓不变
CCHARLES RIV LABS INTLCRL
1.14%1.31%$946.0万4.0万股$946.0万4.0万股00.00%持仓不变
SSSGA ACTIVE ETF TRWIP
1.12%1.29%$931.6万23.1万股$931.6万23.1万股00.00%持仓不变
ADOBE COMADBE
1.12%1.28%$928.0万1.6万股$928.0万1.6万股00.00%持仓不变
亚马逊AMZN
1.1%1.27%$915.8万6.0万股$915.8万6.0万股00.00%持仓不变
家得宝HD
1.04%1.19%$864.8万2.5万股$864.8万2.5万股00.00%持仓不变
US FOODSUSFD
1.04%1.19%$862.3万19.0万股$862.3万19.0万股00.00%持仓不变
NORTHROP GRUMMAN COMNOC
0.89%1.03%$742.3万1.6万股$742.3万1.6万股00.00%持仓不变
苹果AAPL
0.87%1%$725.2万3.8万股$725.2万3.8万股00.00%持仓不变
SSTATE STREET MULTI-ASSET REAL RETURN ETFRLY
0.85%0.98%$708.9万26.0万股$708.9万26.0万股00.00%持仓不变
T赛默飞世尔TMO
0.82%0.94%$679.7万1.3万股$679.7万1.3万股00.00%持仓不变
SSPDR标普500 ETFSPY
0.8%0.92%$665.1万1.4万股$665.1万1.4万股00.00%持仓不变
雅培ABT
0.78%0.9%$652.5万5.9万股$652.5万5.9万股00.00%持仓不变
DANAHER DEL COMDHR
0.78%0.9%$649.5万2.8万股$649.5万2.8万股00.00%持仓不变
VVanEck·CLO ETFCLOI
0.76%0.87%$627.9万12.0万股$627.9万12.0万股00.00%持仓不变
PERFORMANCE FOODPFGC
0.74%0.85%$613.1万8.9万股$613.1万8.9万股00.00%持仓不变
DDOUBLELINE ETF TRUSTDCRE
0.73%0.84%$608.7万12.0万股$608.7万12.0万股00.00%持仓不变
SSCHWAB U.S. AGGREGATE BOND ETFSCHZ
0.71%0.82%$591.4万12.7万股$591.4万12.7万股00.00%持仓不变
IiShares安硕·COREIJH
0.55%2.85%$454.0万7.4万股$2,062.8万7.4万股00.00%持仓不变
SSPDR道富系列信托BILS
0.53%0.61%$440.0万4.4万股$440.0万4.4万股00.00%持仓不变
I景顺·S&P 500 EQUAL WEIGHT TECHNOLOGY ETFRSPT
0.51%0.59%$424.7万13.0万股$424.7万13.0万股00.00%持仓不变
S嘉信策略信托SCHD
0.5%0.58%$419.6万5.5万股$419.6万5.5万股00.00%持仓不变
IiShares安硕信托AGG
0.42%0.49%$352.8万3.6万股$352.8万3.6万股00.00%持仓不变
KEYSIGHT TECHNOLOGIESKEYS
0.41%0.47%$342.1万2.2万股$342.1万2.2万股00.00%持仓不变
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
0.38%0.43%$314.6万3.8万股$314.6万3.8万股00.00%持仓不变
SSPDR道富系列信托BIL
0.37%0.42%$306.3万3.4万股$306.3万3.4万股00.00%持仓不变

🧭 机构资金流板块热力图

净流出 净流入