Cura Wealth Advisors, LLC
- SEC CIK
- 0002056729
- 最新申報
- 2026/8/6
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/14 申報。只含多頭部位。
- 持股檔數
- 96
- 2024 年第 3 季沒有申報
- 總值
- $2.26 億
- 2024 年第 3 季沒有申報
Cura Wealth Advisors, LLC 沒有申報 2024 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| ABBVAbbVie Inc. | Stock | 299,652 | $5,325 萬 | 23.6% | – | – | 歷史 |
| FSKFS KKR Capital Corp | COM | 1,765,237 | $3,834 萬 | 17.0% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 234,200 | $2,649 萬 | 11.7% | – | – | 歷史 |
| EVVEaton Vance Ltd Duration Income Fund | COM | 619,457 | $605.2 萬 | 2.7% | – | – | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 79,275 | $599.6 萬 | 2.7% | – | – | 歷史 |
| ARIApollo Commercial Real Estate Finance, Inc. | COM | 689,100 | $596.8 萬 | 2.6% | – | – | 歷史 |
| ACNAccenture plc | Stock | 14,831 | $521.7 萬 | 2.3% | – | – | 歷史 |
| ACREAres Commercial Real Estate Corp | COM | 729,227 | $429.5 萬 | 1.9% | – | – | 歷史 |
| MQYBlackRock Muniyield Quality Fund, Inc. | COM | 342,000 | $394.0 萬 | 1.7% | – | – | 歷史 |
| GBDCGolub Capital BDC, Inc. | COM | 241,000 | $365.4 萬 | 1.6% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 14,573 | $364.9 萬 | 1.6% | – | – | 歷史 |
| GPMTGranite Point Mortgage Trust Inc. | COM STK | 1,255,521 | $350.3 萬 | 1.5% | – | – | 歷史 |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 300,608 | $339.1 萬 | 1.5% | – | – | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 8,039 | $332.4 萬 | 1.5% | – | – | 歷史 |
| BXMTBlackstone Mortgage Trust, Inc. | COM CL A | 183,299 | $319.1 萬 | 1.4% | – | – | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 20,834 | $244.8 萬 | 1.1% | – | – | – |
| EIMEaton Vance Municipal Bond Fund | COM | 216,089 | $223.9 萬 | 1.0% | – | – | 歷史 |
| BCSFBain Capital Specialty Finance, Inc. | COM STK | 116,174 | $203.5 萬 | 0.9% | – | – | 歷史 |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 27,390 | $202.7 萬 | 0.9% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 4,580 | $193.0 萬 | 0.9% | – | – | 歷史 |
| MFICMidCap Financial Investment Corp | COM NEW | 142,793 | $192.6 萬 | 0.9% | – | – | 歷史 |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 42,671 | $182.4 萬 | 0.8% | – | – | – |
| ORCLOracle Corp | Stock | 9,992 | $166.5 萬 | 0.7% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 7,451 | $163.5 萬 | 0.7% | – | – | 歷史 |
| RITMRithm Capital Corp. | REIT | 148,619 | $161.0 萬 | 0.7% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,341 | $154.8 萬 | 0.7% | – | – | – |
| NADNuveen Quality Municipal Income Fund | COM | 124,420 | $145.1 萬 | 0.6% | – | – | 歷史 |
| BLWBlackRock Ltd Duration Income Trust | COM SHS | 100,238 | $141.6 萬 | 0.6% | – | – | 歷史 |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 26,333 | $126.8 萬 | 0.6% | – | – | – |
| NKENIKE, Inc. | Stock | 16,470 | $124.6 萬 | 0.6% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,000 | $117.2 萬 | 0.5% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,712 | $100.8 萬 | 0.4% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,873 | $95.8 萬 | 0.4% | – | – | – |
| KMIKinder Morgan, Inc. | Stock | 34,175 | $93.6 萬 | 0.4% | – | – | 歷史 |
| KYNKayne Anderson Energy Infrastructure Fund, Inc. | COM | 73,526 | $93.5 萬 | 0.4% | – | – | 歷史 |
| BPBP PLC | ADR | 30,398 | $89.9 萬 | 0.4% | – | – | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 38,754 | $89.8 萬 | 0.4% | – | – | – |
| COINCoinbase Global, Inc. | COM CL A | 3,600 | $89.4 萬 | 0.4% | – | – | 歷史 |
| ETHEGrayscale Ethereum Staking ETF | ETF | 31,500 | $88.3 萬 | 0.4% | – | – | 歷史 |
| NBHNeuberger Municipal Fund Inc. | COM | 85,054 | $88.0 萬 | 0.4% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 4,604 | $87.2 萬 | 0.4% | – | – | 歷史 |
| KREFKKR Real Estate Finance Trust Inc. | COM | 75,300 | $76.1 萬 | 0.3% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 3,724 | $65.3 萬 | 0.3% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,155 | $62.2 萬 | 0.3% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 9,985 | $58.8 萬 | 0.3% | – | – | – |
| PDIPIMCO Dynamic Income Fund | SHS | 29,895 | $54.8 萬 | 0.2% | – | – | 歷史 |
| BTCGrayscale Bitcoin Mini Trust ETF | ETF | 12,978 | $54.3 萬 | 0.2% | – | – | 歷史 |
| CEGConstellation Energy Corp | Stock | 2,326 | $52.0 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,258 | $51.6 萬 | 0.2% | – | – | – |
| BXBlackstone Inc. | COM | 2,924 | $50.4 萬 | 0.2% | – | – | 歷史 |
| SHELShell plc | ADR | 7,935 | $49.7 萬 | 0.2% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 4,800 | $49.6 萬 | 0.2% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 827 | $48.4 萬 | 0.2% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 2,201 | $48.4 萬 | 0.2% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 10,904 | $48.0 萬 | 0.2% | – | – | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 14,114 | $47.9 萬 | 0.2% | – | – | – |
| NTRSNorthern Trust Corp | COM | 4,275 | $43.8 萬 | 0.2% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 3,260 | $43.8 萬 | 0.2% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 2,733 | $42.0 萬 | 0.2% | – | – | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 2,200 | $40.0 萬 | 0.2% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 14,714 | $39.0 萬 | 0.2% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 1,721 | $38.0 萬 | 0.2% | – | – | – |
| BEPCBrookfield Renewable Corp | CL A EX SUB VTG | 13,500 | $37.3 萬 | 0.2% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 947 | $36.8 萬 | 0.2% | – | – | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 975 | $33.5 萬 | 0.1% | – | – | – |
| CRMSalesforce, Inc. | Stock | 998 | $33.4 萬 | 0.1% | – | – | 歷史 |
| VVisa Inc. | Stock | 988 | $31.2 萬 | 0.1% | – | – | 歷史 |
| INTCIntel Corp | Stock | 15,428 | $30.9 萬 | 0.1% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 2,135 | $30.9 萬 | 0.1% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 759 | $30.7 萬 | 0.1% | – | – | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 11,177 | $30.5 萬 | 0.1% | – | – | – |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 3,660 | $29.3 萬 | 0.1% | – | – | – |
| BIIBBiogen Inc. | COM | 1,812 | $27.7 萬 | 0.1% | – | – | 歷史 |
| DSLDoubleLine Income Solutions Fund | COM | 21,910 | $27.5 萬 | 0.1% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,471 | $26.6 萬 | 0.1% | – | – | 歷史 |
| SAPSAP SE | ADR | 1,070 | $26.3 萬 | 0.1% | – | – | 歷史 |
| WisdomTree Tr97717X701 | EUROPE HEDGED EQ | 5,982 | $26.2 萬 | 0.1% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 1,074 | $25.7 萬 | 0.1% | – | – | 歷史 |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 4,030 | $25.6 萬 | 0.1% | – | – | – |
| iShares Global Clean Energy ETF464288224 | ETF | 21,642 | $24.6 萬 | 0.1% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 1,900 | $24.2 萬 | 0.1% | – | – | – |
| BLKBlackRock, Inc. | Stock | 235 | $24.1 萬 | 0.1% | – | – | 歷史 |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 3,525 | $23.9 萬 | 0.1% | – | – | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 2,769 | $23.7 萬 | 0.1% | – | – | – |
| SUSuncor Energy Inc | Stock | 6,548 | $23.4 萬 | 0.1% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,184 | $23.2 萬 | 0.1% | – | – | – |
| Vanguard Information Technology ETF92204A702 | ETF | 358 | $22.3 萬 | 0.1% | – | – | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 11,362 | $22.3 萬 | 0.1% | – | – | 歷史 |
| CVXChevron Corp | Stock | 1,491 | $21.6 萬 | 0.1% | – | – | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 1,860 | $21.1 萬 | 0.1% | – | – | 歷史 |
| RBRKRubrik, Inc. | Stock | 3,200 | $20.9 萬 | 0.1% | – | – | 歷史 |
| LINLinde PLC | Stock | 490 | $20.5 萬 | 0.1% | – | – | 歷史 |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 8,100 | $20.2 萬 | 0.1% | – | – | 歷史 |
| AGNCAGNC Investment Corp. | REIT | 20,000 | $18.4 萬 | 0.1% | – | – | 歷史 |
| OXLCOxford Lane Capital Corp. | COM | 20,000 | $10.1 萬 | <0.1% | – | – | 歷史 |
| ABUSArbutus Biopharma Corp | COM | 15,000 | $4.91 萬 | <0.1% | – | – | 歷史 |