Curtis Advisory Group, LLC 13F 持仓 · 2026年Q2
Curtis Advisory Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 117 只证券，申报市值合计 5.15 亿美元。前几大持仓：NVDA（11.29%）、SPY（9.19%）、SCHG（8.27%）。本季前 25 大持仓中：增持 12 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $58.1M | 11.29% | 290,601 | 减持 |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $47.3M | 9.19% | 63,354 | 减持 |
| 3 | SCHG | SCHWAB STRATEGIC TR | $42.6M | 8.27% | 1.3M | 增持 |
| 4 | AMZN | AMAZON COM INC | $27.2M | 5.27% | 113,913 | 减持 |
| 5 | VGT | VANGUARD WORLD FD | $22.1M | 4.29% | 184,664 | 增持 |
| 6 | IWF | ISHARES TR | $19.7M | 3.83% | 158,913 | 增持 |
| 7 | SPYM | SPDR SERIES TRUST | $17.9M | 3.47% | 203,168 | 减持 |
| 8 | QQQ | INVESCO QQQ TR | $11.6M | 2.26% | 15,785 | 减持 |
| 9 | PKW | INVESCO EXCHANGE TRADED FD T | $11.5M | 2.24% | 81,437 | 减持 |
| 10 | JEPI | J P MORGAN EXCHANGE TRADED F | $10.8M | 2.10% | 191,292 | 减持 |
| 11 | HELO | J P MORGAN EXCHANGE TRADED F | $10.2M | 1.99% | 151,272 | 增持 |
| 12 | AIQ | GLOBAL X FDS | $9.4M | 1.82% | 142,798 | 减持 |
| 13 | SCHD | SCHWAB STRATEGIC TR | $9.1M | 1.76% | 285,569 | 减持 |
| 14 | CLIP | GLOBAL X FDS | $8.7M | 1.70% | 86,990 | 减持 |
| 15 | SHYG | ISHARES TR | $8.7M | 1.69% | 205,212 | 增持 |
| 16 | VCSH | VANGUARD SCOTTSDALE FDS | $7.8M | 1.51% | 98,116 | 增持 |
| 17 | SCHV | SCHWAB STRATEGIC TR | $7.3M | 1.43% | 210,894 | 减持 |
| 18 | VONG | VANGUARD SCOTTSDALE FDS | $7.3M | 1.41% | 56,834 | 增持 |
| 19 | VONV | VANGUARD SCOTTSDALE FDS | $7.0M | 1.36% | 65,985 | 增持 |
| 20 | DIA | STATE STR SPDR DOW JONES IND | $6.7M | 1.30% | 12,826 | 减持 |
| 21 | BRKB | BERKSHIRE HATHAWAY INC DEL | $6.3M | 1.22% | 12,537 | 增持 |
| 22 | JAAA | JANUS DETROIT STR TR | $6.2M | 1.21% | 123,384 | 增持 |
| 23 | SCHZ | SCHWAB STRATEGIC TR | $6.1M | 1.18% | 262,624 | 减持 |
| 24 | GOOG | ALPHABET INC | $5.6M | 1.09% | 15,816 | 增持 |
| 25 | DYNF | BLACKROCK ETF TRUST | $5.4M | 1.04% | 79,012 | 增持 |
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