Cura Wealth Advisors, LLC 13F 持仓 · 2026年Q2
Cura Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 140 只证券，申报市值合计 2.34 亿美元。前几大持仓：ABBV（31.14%）、FSK（9.56%）、ABT（8.83%）。本季前 25 大持仓中：增持 12 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ABBV | ABBVIE INC | $72.9M | 31.14% | 289,872 | 减持 |
| 2 | FSK | FS KKR CAP CORP | $22.4M | 9.56% | 2.1M | 减持 |
| 3 | ABT | ABBOTT LABORATORIES | $20.7M | 8.83% | 227,985 | 减持 |
| 4 | VT | VANGUARD INTL EQUITY INDEX F | $6.4M | 2.72% | 40,637 | 增持 |
| 5 | MFIC | MIDCAP FINANCIAL INVSTMNT CO | $5.2M | 2.21% | 512,823 | 减持 |
| 6 | AAPL | APPLE INC | $4.3M | 1.84% | 14,936 | 增持 |
| 7 | ACRE | ARES COML REAL ESTATE CORP | $4.1M | 1.73% | 902,153 | 减持 |
| 8 | GDXJ | VANECK ETF TRUST | $3.8M | 1.64% | 39,096 | 增持 |
| 9 | VTI | VANGUARD INDEX FDS | $3.8M | 1.63% | 10,315 | 增持 |
| 10 | NEA | NUVEEN AMT FREE QLTY MUN INC | $3.5M | 1.51% | 302,000 | 持平 |
| 11 | MQY | BLACKROCK MUNIYILD QULT FD I | $3.1M | 1.33% | 269,000 | 减持 |
| 12 | SGOV | ISHARES TR | $3.1M | 1.33% | 31,041 | 增持 |
| 13 | ARI | APOLLO COML REAL ESTATE FIN | $2.9M | 1.26% | 275,833 | 减持 |
| 14 | GPMT | GRANITE PT MTG TR INC | $2.7M | 1.15% | 1.8M | 减持 |
| 15 | EIM | EATON VANCE MUN BD FD | $2.5M | 1.08% | 254,149 | 持平 |
| 16 | MSFT | MICROSOFT CORP | $2.5M | 1.05% | 6,626 | 增持 |
| 17 | AMLP | ALPS ETF TR | $2.3M | 0.97% | 44,035 | 增持 |
| 18 | NVDA | NVIDIA CORPORATION | $2.0M | 0.84% | 9,816 | 增持 |
| 19 | IVV | ISHARES TR | $1.9M | 0.82% | 2,577 | 减持 |
| 20 | ACN | ACCENTURE PLC IRELAND | $1.7M | 0.74% | 13,840 | 减持 |
| 21 | VXUS | VANGUARD STAR FDS | $1.7M | 0.74% | 20,155 | 增持 |
| 22 | AMZN | AMAZON COM INC | $1.7M | 0.73% | 7,143 | 增持 |
| 23 | VOO | VANGUARD INDEX FDS | $1.7M | 0.73% | 2,486 | 增持 |
| 24 | GOOGL | ALPHABET INC | $1.6M | 0.69% | 4,499 | 增持 |
| 25 | GBDC | GOLUB CAP BDC INC | $1.5M | 0.66% | 120,200 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR