Curran Financial Partners, LLC
DANIEL ISLAND SC · SEC CIK 0001843867
$5.59亿2026Q1 申报市值
127持仓数
49.2%前十大占比 · 第一大 9.9%
10 / 8新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
BKAG 加仓+$892.58万
VCIT 加仓+$795.80万
SPHY 加仓+$696.80万
VYM 加仓+$648.13万
SCHP 加仓+$457.32万
2026Q1 卖出最多 按季末市值估算
VGT 减仓-$1,525.50万
VOX 清仓-$506.85万
VHT 减仓-$430.18万
BIL 减仓-$251.86万
PULS 减仓-$207.97万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| COST | COSTCO WHOLESALE CORPORATION | $254.53万 | 0.46% | 2,554 | -93 | -3.5% | -$9.27万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $257.22万 | 0.46% | 4,305 | -835 | -16.2% | -$49.89万 | 减仓 |
| MSFT | MICROSOFT CORP | $260.24万 | 0.47% | 7,030 | 914 | 14.9% | $33.83万 | 加仓 |
| QQQ | INVESCO QQQ TR | $280.98万 | 0.50% | 4,868 | 796 | 19.5% | $45.95万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $292.37万 | 0.52% | 9,121 | -172 | -1.9% | -$5.51万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $332.36万 | 0.60% | 19,058 | 1,632 | 9.4% | $28.46万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $352.53万 | 0.63% | 5,421 | 742 | 15.9% | $48.25万 | 加仓 |
| VIS | VANGUARD WORLD FD | $378.85万 | 0.68% | 12,134 | -2,138 | -15.0% | -$66.75万 | 减仓 |
| USFR | WISDOMTREE TR | $442.48万 | 0.79% | 87,899 | -20,852 | -19.2% | -$104.97万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $503.15万 | 0.90% | 85,950 | 13,914 | 19.3% | $81.45万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $636.40万 | 1.14% | 127,408 | 20,752 | 19.5% | $103.66万 | 加仓 |
| GLD | SPDR GOLD TR | $683.97万 | 1.22% | 15,896 | 6,763 | 74.1% | $291.00万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $698.74万 | 1.25% | 262,584 | 171,859 | 189.4% | $457.32万 | 加仓 |
| AAPL | APPLE INC | $711.31万 | 1.27% | 28,028 | 691 | 2.5% | $17.54万 | 加仓 |
| HYLB | DBX ETF TR | $757.28万 | 1.36% | 209,424 | 36,163 | 20.9% | $130.77万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $760.70万 | 1.36% | 103,300 | 16,422 | 18.9% | $120.93万 | 加仓 |
| AOK | ISHARES TR | $809.91万 | 1.45% | 203,036 | 28,469 | 16.3% | $113.56万 | 加仓 |
| LQD | ISHARES TR | $827.64万 | 1.48% | 75,937 | 12,217 | 19.2% | $133.15万 | 加仓 |
| PULS | PGIM ETF TR | $891.69万 | 1.60% | 180,139 | -42,014 | -18.9% | -$207.97万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $939.20万 | 1.68% | 47,870 | 12,384 | 34.9% | $242.97万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $1,057.02万 | 1.89% | 453,267 | 298,801 | 193.4% | $696.80万 | 加仓 |
| BIL | SPDR SERIES TRUST | $1,064.25万 | 1.91% | 116,134 | -27,484 | -19.1% | -$251.86万 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $1,128.50万 | 2.02% | 635,777 | 59,922 | 10.4% | $106.36万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,201.75万 | 2.15% | 145,227 | 96,169 | 196.0% | $795.80万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,204.97万 | 2.16% | 56,029 | 4,461 | 8.7% | $95.94万 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $1,313.86万 | 2.35% | 269,732 | 22,062 | 8.9% | $107.46万 | 加仓 |
| BKAG | BNY MELLON ETF TRUST | $1,353.31万 | 2.42% | 320,689 | 211,511 | 193.7% | $892.58万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,400.70万 | 2.51% | 94,578 | 43,763 | 86.1% | $648.13万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $1,523.82万 | 2.73% | 375,882 | 21,987 | 6.2% | $89.14万 | 加仓 |
| FLBL | FRANKLIN TEMPLETON ETF TR | $1,687.16万 | 3.02% | 733,549 | 74,864 | 11.4% | $172.19万 | 加仓 |
| SJNK | SPDR SERIES TRUST | $1,710.93万 | 3.06% | 684,920 | 57,935 | 9.2% | $144.72万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $2,077.49万 | 3.72% | 47,563 | 6,772 | 16.6% | $295.79万 | 加仓 |
| MLPX | GLOBAL X FDS | $2,286.40万 | 4.09% | 309,224 | 12,569 | 4.2% | $92.94万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $2,298.85万 | 4.12% | 405,584 | 35,918 | 9.7% | $203.58万 | 加仓 |
| VB | VANGUARD INDEX FDS | $2,519.33万 | 4.51% | 96,187 | 9,676 | 11.2% | $253.43万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $2,531.89万 | 4.53% | 556,216 | 36,573 | 7.0% | $166.48万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $2,599.26万 | 4.65% | 337,085 | 30,861 | 10.1% | $237.97万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $4,206.98万 | 7.53% | 1,371,246 | 73,867 | 5.7% | $226.62万 | 加仓 |
| — | TIDAL TRUST I | $5,542.88万 | 9.92% | 1,324,146 | -7,512 | -0.6% | -$31.45万 | 减仓 |