CW
Cura Wealth Advisors, LLC
產業集中型趨勢追蹤型
申報總市值
US$2.2億
申報季度: 2026-03-31 · 持股檔數: 126
CURA WEALTH ADVISORS, LLC在最新一期 13F 報告中揭露了 126 項持股，申報期為 2026-03-31，總持股市值約為 US$2.2億，季度換手率為 22.7%。
機構性格雪花圖
- 集中度
- 43.42
- 持倉穩定性
- 22.67
- 動能／逆勢
- 100
- 產業集中度
- 100
- 多樣化
- 100
- 倉位均衡度
- 64.25
近期動向
加碼 ABBV
+4.0% -US$67.3萬
減碼 FSK
-3.4% -US$1167.8萬
減碼 BXMT
-82.8% -US$296.9萬
減碼 ARI
-46.9% -US$335.2萬
減碼 GBDC
-51.5% -US$184.0萬
減碼 AMZN
-47.5% -US$154.2萬
持倉地圖
新建倉加碼不變減碼
前十大持股佔比
本季完整持股清單
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ABBV | Abbvie INC | 股票-醫療保健 | 28.52% | +4.11% | +3.96% | |
| 2 | ABT | Abbott Laboratories | 股票-醫療保健 | 10.55% | -0.27% | +0.77% | |
| 3 | FSK | Fs Kkr Capital CORP | 股票-金融 | 10.32% | -2.85% | -3.43% | |
| 4 | MFIC | Midcap Financial Investment | 股票-其他 | 3.09% | +0.31% | -4.36% | |
| 5 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 2.49% | — | +0.45% | |
| 6 | ARI | Apollo Commercial Real Estat | 股票-其他 | 2.07% | -0.95% | -46.89% | |
| 7 | GDXJ | Vaneck Junior Gold Miners | ETF-避險與商品 | 2.03% | — | -7.07% | |
| 8 | ACRE | Ares Commercial Real Estate | 股票-其他 | 1.95% | — | -0.16% | |
| 9 | AAPL | Apple INC | 股票-科技 | 1.66% | -0.26% | -21.81% | |
| 10 | XNEAX | Nuveen Amt-fr Qlty Muni INC | 股票-其他 | 1.52% | — | -1.63% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.40% | +0.44% | +29.34% | |
| 12 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 1.33% | — | +1.69% | |
| 13 | MQY | Blackrock Muniyield Quality | 股票-其他 | 1.33% | — | -0.37% | |
| 14 | ACN | Accenture plc | 股票-科技 | 1.26% | -0.18% | +0.28% | |
| 15 | GPMT | Granite Point Mortgage Trust | 股票-其他 | 1.24% | -0.48% | +0.55% | |
| 16 | EIM | Eaton Vance Municipal Bond | 股票-其他 | 1.11% | — | +4.10% | |
| 17 | AMLP | Alerian Mlp ETF | ETF-其他 | 1.01% | +0.25% | +0.06% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 1.00% | -0.26% | -11.71% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.75% | — | — | |
| 20 | GBDC | Golub Capital Bdc INC | 股票-金融 | 0.68% | -0.59% | -51.47% | |
| 21 | NVDA | Nvidia CORP | 股票-科技 | 0.68% | +0.01% | -7.99% | |
| 22 | GBTC | Grayscale Bitcoin Trust ETF | ETF-加密貨幣 | 0.64% | -0.07% | -0.37% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.63% | — | -4.14% | |
| 24 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.62% | -0.49% | -47.47% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.61% | — | +1.65% | |
| 26 | BP | Bp Plc-spons Adr | 股票-能源 | 0.58% | +0.22% | — | |
| 27 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.57% | -0.05% | -14.46% | |
| 28 | NAD | Nuveen Quality Municipal INC | 股票-其他 | 0.57% | — | — | |
| 29 | GDX | Vaneck Gold Miners ETF | ETF-避險與商品 | 0.54% | — | — | |
| 30 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.54% | -0.15% | -18.72% | |
| 31 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.54% | +0.32% | +99.38% | |
| 32 | IDXX | Idexx Laboratories INC | 股票-醫療保健 | 0.53% | -0.02% | — | |
| 33 | KYN | Kayne Anderson Energy Infra | 股票-其他 | 0.50% | — | +0.01% | |
| 34 | DUK | Duke Energy CORP | 股票-公用事業 | 0.50% | — | +0.80% | |
| 35 | AMJB | Alerian Mlp Etn2044 | ETF-其他 | 0.49% | — | — | |
| 36 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.48% | -0.03% | -8.99% | |
| 37 | ORCL | Oracle CORP | 股票-科技 | 0.47% | -0.08% | -3.99% | |
| 38 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.44% | — | -0.10% | |
| 39 | SHEL | Shell Plc-adr | 股票-能源 | 0.44% | — | -0.16% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.42% | — | +1.19% | |
| 41 | KMI | Kinder Morgan INC | 股票-能源 | 0.37% | — | — | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.37% | — | -4.41% | |
| 43 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.34% | — | — | |
| 44 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.33% | — | +0.40% | |
| 45 | NBH | Neuberger Municipal Fund INC | 股票-其他 | 0.31% | — | — | |
| 46 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.31% | — | +0.17% | |
| 47 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.30% | — | +2.73% | |
| 48 | VUG | Vanguard Growth ETF | ETF-其他 | 0.28% | — | +3.37% | |
| 49 | BXMT | Blackstone Mortgage Tru-cl A | 股票-房地產 | 0.28% | -1.08% | -82.77% | |
| 50 | KREF | Kkr Real Estate Finance Trus | 股票-其他 | 0.28% | — | -0.16% |
1–50 of 126
申報總市值趨勢
產業配置
歷年產業分布趨勢
季度歷史總覽
本季持股變動
Cura Wealth Advisors, LLC 在 2026-03-31 最顯著的持倉異動： 清倉: Transdigm Group INC (TDG); 清倉: Intuitive Surgical INC (ISRG); 清倉: S&p Global INC (SPGI); 清倉: Netflix INC (NFLX); 清倉: General Electric (GE).
FAQ
Cura Wealth Advisors, LLC 是什麼機構？屬於哪種投資人類型？
Cura Wealth Advisors, LLC 是一家投資管理機構，每季依規定向 SEC 申報 Form 13F，揭露其在美國上市股票的持倉資訊。根據最新一期申報（2026-03-31），該機構追蹤的股票投資組合估值約為 US$2.2億，分佈在 126 個已申報部位之中。
Cura Wealth Advisors, LLC 目前前幾大持股有哪些？
根據最新 13F 申報，Cura Wealth Advisors, LLC 按市值排列的前幾大持股為：
1. Abbvie INC (ABBV) — US$6372.1萬 (28.5%)
2. Abbott Laboratories (ABT) — US$2357.6萬 (10.6%)
3. Fs Kkr Capital CORP (FSK) — US$2305.7萬 (10.3%)
4. Midcap Financial Investment (MFIC) — US$690.0萬 (3.1%)
5. Vanguard Tot World Stk ETF (VT) — US$556.9萬 (2.5%)
Cura Wealth Advisors, LLC 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Cura Wealth Advisors, LLC 共進行了 48 項顯著調整：新建倉 6 個部位、加碼 9 個既有持股、減碼 18 個部位，並完全清倉 15 個持股。 其中幅度最大的異動：清倉: Transdigm Group INC (TDG); 清倉: Intuitive Surgical INC (ISRG); 清倉: S&p Global INC (SPGI); 清倉: Netflix INC (NFLX); 清倉: General Electric (GE)
Cura Wealth Advisors, LLC 主要集中投資哪些產業板塊？
根據目前已申報的股票投資組合，Cura Wealth Advisors, LLC 的主要板塊分佈如下：
• Health Care: 60.3%
• Financials: 19.1%
• Information Technology: 9.6%
• Energy: 3.9%
• Communication Services: 1.9%
• Consumer Discretionary: 1.9%