Curi Wealth Management, LLC 13F 持仓 · 最近申报 2023年Q4
Curi Wealth Management 在 2023年Q4（报告期截至 2023-12-31）的 SEC 13F 申报中报告了 160 只证券，申报市值合计 7.24 亿美元。前几大持仓：SCHX（9.74%）、IVV（8.91%）、SHY（6.62%）。本季前 25 大持仓中：新建仓 1 只、增持 13 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | $70.5M | 9.74% | 1.3M | 增持 |
| 2 | IVV | ISHARES TR | $64.5M | 8.91% | 135,034 | 增持 |
| 3 | SHY | ISHARES TR | $47.9M | 6.62% | 584,098 | 增持 |
| 4 | SCHM | SCHWAB STRATEGIC TR | $24.9M | 3.43% | 329,941 | 增持 |
| 5 | EMXC | ISHARES INC | $22.2M | 3.07% | 401,504 | 增持 |
| 6 | IJH | ISHARES TR | $20.6M | 2.85% | 74,430 | 增持 |
| 7 | IEI | ISHARES TR | $20.3M | 2.80% | 173,270 | 增持 |
| 8 | SCHF | SCHWAB STRATEGIC TR | $19.7M | 2.72% | 533,694 | 增持 |
| 9 | MSFT | MICROSOFT CORP | $18.9M | 2.61% | 50,256 | 减持 |
| 10 | SGOV | ISHARES TR | $17.0M | 2.34% | 169,069 | 增持 |
| 11 | JPM | JPMORGAN CHASE & CO | $15.5M | 2.15% | 91,296 | 减持 |
| 12 | AMAT | APPLIED MATLS INC | $14.8M | 2.04% | 91,137 | 减持 |
| 13 | IEFA | ISHARES TR | $13.4M | 1.85% | 190,229 | 增持 |
| 14 | MA | MASTERCARD INCORPORATED | $13.4M | 1.85% | 31,357 | 减持 |
| 15 | V | VISA INC | $12.7M | 1.76% | 48,902 | 减持 |
| 16 | MCHP | MICROCHIP TECHNOLOGY INC. | $12.5M | 1.73% | 138,996 | 减持 |
| 17 | SCHA | SCHWAB STRATEGIC TR | $12.4M | 1.71% | 261,782 | 增持 |
| 18 | UNH | UNITEDHEALTH GROUP INC | $12.4M | 1.71% | 23,498 | 减持 |
| 19 | GOOG | ALPHABET INC | $12.3M | 1.69% | 87,015 | 减持 |
| 20 | SLQD | ISHARES TR | $12.1M | 1.67% | 246,315 | 减持 |
| 21 | MRK | MERCK & CO INC | $11.6M | 1.60% | 106,253 | 减持 |
| 22 | IQV | IQVIA HLDGS INC | $11.3M | 1.56% | 48,829 | 减持 |
| 23 | IJR | ISHARES TR | $11.0M | 1.52% | 101,502 | 增持 |
| 24 | SCHW | SCHWAB CHARLES CORP | $10.5M | 1.46% | 153,156 | 增持 |
| 25 | SYY | SYSCO CORP | $9.6M | 1.33% | 131,700 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2023-12-31
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