Curated Wealth Partners LLC 13F 持仓 · 2026年Q2
Curated Wealth Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 241 只证券，申报市值合计 8.63 亿美元。前几大持仓：APO（30.28%）、ARES（18.96%）、VOO（7.65%）。本季前 25 大持仓中：新建仓 2 只、增持 13 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | APO | APOLLO GLOBAL MGMT INC | $261.4M | 30.28% | 2.2M | 减持 |
| 2 | ARES | ARES MANAGEMENT CORPORATION | $163.6M | 18.96% | 1.5M | 增持 |
| 3 | VOO | VANGUARD INDEX FDS | $66.0M | 7.65% | 96,115 | 增持 |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | $39.4M | 4.56% | 52,711 | 增持 |
| 5 | DFAI | DIMENSIONAL ETF TRUST | $30.3M | 3.51% | 735,149 | 增持 |
| 6 | DFEM | DIMENSIONAL ETF TRUST | $20.9M | 2.42% | 514,473 | 新建仓 |
| 7 | TEX | TEREX CORP NEW | $16.4M | 1.90% | 226,922 | 持平 |
| 8 | TLG | TOUCHSTONE ETF TRUST | $14.2M | 1.64% | 536,196 | 减持 |
| 9 | AAPL | APPLE INC | $13.5M | 1.57% | 46,739 | 增持 |
| 10 | IVV | ISHARES TR | $10.2M | 1.18% | 13,595 | 增持 |
| 11 | DSCO | DOUBLELINE ETF TRUST | $9.7M | 1.13% | 389,577 | 增持 |
| 12 | NVDA | NVIDIA CORPORATION | $9.5M | 1.10% | 47,473 | 增持 |
| 13 | DHLX | DIAMOND HILL FUNDS | $9.4M | 1.09% | 726,221 | 减持 |
| 14 | GLD | SPDR GOLD TR | $8.2M | 0.94% | 22,145 | 持平 |
| 15 | GOOGL | ALPHABET INC | $7.3M | 0.85% | 20,488 | 减持 |
| 16 | AMZN | AMAZON COM INC | $7.1M | 0.82% | 29,734 | 减持 |
| 17 | GSSC | GOLDMAN SACHS ETF TR | $7.1M | 0.82% | 77,745 | 新建仓 |
| 18 | MSFT | MICROSOFT CORP | $4.9M | 0.57% | 13,202 | 减持 |
| 19 | GCAL | GOLDMAN SACHS ETF TR | $4.7M | 0.54% | 90,902 | 增持 |
| 20 | DVA | DAVITA INC | $4.2M | 0.48% | 18,784 | 持平 |
| 21 | VGT | VANGUARD WORLD FD | $4.1M | 0.47% | 34,168 | 增持 |
| 22 | META | META PLATFORMS INC | $3.9M | 0.45% | 6,909 | 增持 |
| 23 | AMCR | AMCOR PLC | $3.8M | 0.44% | 87,218 | 增持 |
| 24 | TPL | TEXAS PACIFIC LAND CORPORATI | $3.6M | 0.42% | 8,311 | 增持 |
| 25 | AVGO | BROADCOM INC | $3.5M | 0.41% | 9,256 | 减持 |
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