Curran Financial Partners, LLC
DANIEL ISLAND SC · SEC CIK 0001843867
$6.72亿2026Q2 申报市值
140持仓数
52.1%前十大占比 · 第一大 13.7%
14 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
YORKVILLE AMER I 新建仓+$9,170.18万
VGT 加仓+$1,783.82万
VHT 加仓+$481.68万
VUG 加仓+$456.05万
SCHD 加仓+$377.21万
2026Q2 卖出最多 按季末市值估算
TIDAL TRUST I 清仓-$5,542.88万
BKAG 减仓-$718.74万
VCIT 减仓-$683.94万
SPHY 减仓-$627.73万
VYM 减仓-$546.51万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| STXF | EA SERIES TRUST | $262.28万 | 0.39% | 54,303 | 14,622 | 36.8% | $70.62万 | 加仓 |
| SMH | VANECK ETF TRUST | $263.46万 | 0.39% | 4,017 | 475 | 13.4% | $31.15万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $285.56万 | 0.43% | 23,999 | 169 | 0.7% | $2.01万 | 加仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $295.06万 | 0.44% | 58,037 | 7,236 | 14.2% | $36.79万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $296.63万 | 0.44% | 8,615 | -506 | -5.5% | -$17.42万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $327.91万 | 0.49% | 123,738 | -138,846 | -52.9% | -$367.94万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $332.57万 | 0.50% | 4,842 | 537 | 12.5% | $36.88万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $389.92万 | 0.58% | 19,487 | 429 | 2.3% | $8.58万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $400.62万 | 0.60% | 5,365 | -56 | -1.0% | -$4.18万 | 减仓 |
| USFR | WISDOMTREE TR | $401.01万 | 0.60% | 79,645 | -8,254 | -9.4% | -$41.56万 | 减仓 |
| GLD | SPDR GOLD TR | $407.96万 | 0.61% | 11,075 | -4,821 | -30.3% | -$177.59万 | 减仓 |
| QQQ | INVESCO QQQ TR | $430.95万 | 0.64% | 5,852 | 984 | 20.2% | $72.46万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $434.72万 | 0.65% | 185,462 | -267,805 | -59.1% | -$627.73万 | 减仓 |
| VIS | VANGUARD WORLD FD | $451.81万 | 0.67% | 12,537 | 403 | 3.3% | $14.52万 | 加仓 |
| VCR | VANGUARD WORLD FD | $468.12万 | 0.70% | 11,803 | -1,027 | -8.0% | -$40.73万 | 重新持有 |
| VCIT | VANGUARD SCOTTSDALE FDS | $516.36万 | 0.77% | 62,476 | -82,751 | -57.0% | -$683.94万 | 减仓 |
| VHT | VANGUARD WORLD FD | $541.24万 | 0.81% | 18,101 | 16,109 | 808.7% | $481.68万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $574.80万 | 0.86% | 98,763 | 12,813 | 14.9% | $74.57万 | 加仓 |
| BKAG | BNY MELLON ETF TRUST | $626.55万 | 0.93% | 149,356 | -171,333 | -53.4% | -$718.74万 | 减仓 |
| VFH | VANGUARD WORLD FD | $634.26万 | 0.94% | 48,196 | -3,645 | -7.0% | -$47.97万 | 重新持有 |
| VTIP | VANGUARD MALVERN FDS | $731.23万 | 1.09% | 145,576 | 18,168 | 14.3% | $91.26万 | 加仓 |
| AAPL | APPLE INC | $805.39万 | 1.20% | 27,833 | -195 | -0.7% | -$5.64万 | 减仓 |
| PULS | PGIM ETF TR | $809.62万 | 1.21% | 163,396 | -16,743 | -9.3% | -$82.96万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $871.77万 | 1.30% | 118,753 | 15,453 | 15.0% | $113.44万 | 加仓 |
| HYLB | DBX ETF TR | $875.57万 | 1.30% | 239,750 | 30,326 | 14.5% | $110.75万 | 加仓 |
| AOK | ISHARES TR | $938.66万 | 1.40% | 226,292 | 23,256 | 11.5% | $96.47万 | 加仓 |
| LQD | ISHARES TR | $943.90万 | 1.41% | 86,541 | 10,604 | 14.0% | $115.66万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $948.10万 | 1.41% | 59,995 | -34,583 | -36.6% | -$546.51万 | 减仓 |
| BIL | SPDR SERIES TRUST | $963.06万 | 1.43% | 105,092 | -11,042 | -9.5% | -$101.19万 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $1,279.83万 | 1.91% | 715,791 | 80,014 | 12.6% | $143.07万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,366.36万 | 2.03% | 62,697 | 14,827 | 31.0% | $323.13万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,454.24万 | 2.16% | 61,459 | 5,430 | 9.7% | $128.48万 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $1,543.36万 | 2.30% | 305,615 | 35,883 | 13.3% | $181.21万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $1,659.17万 | 2.47% | 408,814 | 32,932 | 8.8% | $133.65万 | 加仓 |
| VGT | VANGUARD WORLD FD | $1,887.38万 | 2.81% | 157,913 | 149,249 | 1,722.6% | $1,783.82万 | 加仓 |
| FLBL | FRANKLIN TEMPLETON ETF TR | $1,905.19万 | 2.84% | 831,237 | 97,688 | 13.3% | $223.90万 | 加仓 |
| SJNK | SPDR SERIES TRUST | $1,931.18万 | 2.87% | 771,545 | 86,625 | 12.6% | $216.82万 | 加仓 |
| MLPX | GLOBAL X FDS | $2,456.84万 | 3.66% | 333,537 | 24,313 | 7.9% | $179.09万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $2,605.69万 | 3.88% | 461,348 | 55,764 | 13.7% | $314.96万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $2,914.30万 | 4.34% | 338,321 | 52,943 | 18.6% | $456.05万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $2,917.72万 | 4.34% | 611,552 | 55,336 | 9.9% | $264.01万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $3,166.71万 | 4.71% | 370,419 | 33,334 | 9.9% | $284.97万 | 加仓 |
| VB | VANGUARD INDEX FDS | $3,215.53万 | 4.79% | 106,081 | 9,894 | 10.3% | $299.91万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $4,725.43万 | 7.03% | 1,490,202 | 118,956 | 8.7% | $377.21万 | 加仓 |
| — | YORKVILLE AMER INVTS TR | $9,170.18万 | 13.65% | 2,164,820 | 2,164,820 | — | $9,170.18万 | 新建仓 |