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 |
|---|---|---|---|---|---|---|---|---|
| VFH | VANGUARD WORLD FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VOX | VANGUARD WORLD FD | $0 | 0.00% | 0 | -26,176 | -100.0% | -$506.85万 | 清仓 |
| VCR | VANGUARD WORLD FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VOOG | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | -604 | -100.0% | -$26.85万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -683 | -100.0% | -$23.50万 | 清仓 |
| WSBC | WESBANCO INC | $0 | 0.00% | 0 | -7,001 | -100.0% | -$23.27万 | 清仓 |
| IVES | WEDBUSH SER TR | $0 | 0.00% | 0 | -6,872 | -100.0% | -$21.72万 | 清仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $0 | 0.00% | 0 | -3,226 | -100.0% | -$21.13万 | 清仓 |
| MS | MORGAN STANLEY | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | GRAYSCALE ETHEREUM TRUST ETF | $0 | 0.00% | 0 | -8,224 | -100.0% | -$20.04万 | 清仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $0 | 0.00% | 0 | -11,112 | -100.0% | -$7.00万 | 清仓 |
| — | GABELLI EQUITY TR INC | $107 | 0.00% | 15,330 | 15,330 | — | $107 | 新建仓 |
| IBRX | IMMUNITYBIO INC | $8.16万 | 0.01% | 10,642 | 10,642 | — | $8.16万 | 新建仓 |
| GAB | GABELLI EQUITY TR INC | $8.58万 | 0.02% | 15,325 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $20.48万 | 0.04% | 838 | 838 | — | $20.48万 | 新建仓 |
| IJR | ISHARES TR | $20.54万 | 0.04% | 1,652 | -54 | -3.2% | -$6,713 | 减仓 |
| TIP | ISHARES TR | $20.88万 | 0.04% | 1,892 | 2 | 0.1% | $221 | 加仓 |
| AVGO | BROADCOM INC | $21.05万 | 0.04% | 680 | 76 | 12.6% | $2.35万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $21.06万 | 0.04% | 3,286 | 3,286 | — | $21.06万 | 新建仓 |
| DTD | WISDOMTREE TR | $21.32万 | 0.04% | 2,469 | -16 | -0.6% | -$1,382 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $22.00万 | 0.04% | 651 | 651 | — | $22.00万 | 新建仓 |
| CAT | CATERPILLAR INC | $22.54万 | 0.04% | 318 | 318 | — | $22.54万 | 新建仓 |
| V | VISA INC | $23.12万 | 0.04% | 765 | -99 | -11.5% | -$2.99万 | 减仓 |
| NOBL | PROSHARES TR | $23.13万 | 0.04% | 2,182 | -399 | -15.5% | -$4.23万 | 减仓 |
| MCD | MCDONALDS CORP | $23.17万 | 0.04% | 745 | 745 | — | $23.17万 | 新建仓 |
| RWR | SPDR SERIES TRUST | $23.43万 | 0.04% | 2,320 | 16 | 0.7% | $1,616 | 加仓 |
| CSCO | CISCO SYS INC | $23.91万 | 0.04% | 3,081 | -45 | -1.4% | -$3,492 | 减仓 |
| CSX | CSX CORP | $24.62万 | 0.04% | 5,997 | -669 | -10.0% | -$2.75万 | 减仓 |
| IJH | ISHARES TR | $24.74万 | 0.04% | 3,664 | 3 | 0.1% | $203 | 加仓 |
| PFE | PFIZER INC | $25.36万 | 0.05% | 9,030 | -86 | -0.9% | -$2,415 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $25.40万 | 0.05% | 4,303 | 65 | 1.5% | $3,837 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $26.23万 | 0.05% | 7,839 | 7,839 | — | $26.23万 | 新建仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $28.00万 | 0.05% | 9,335 | 1,054 | 12.7% | $3.16万 | 加仓 |
| T | AT&T INC | $28.58万 | 0.05% | 9,858 | 9,858 | — | $28.58万 | 新建仓 |
| FIBK | FIRST INTST BANCSYSTEM INC | $28.81万 | 0.05% | 8,625 | -1,375 | -13.8% | -$4.59万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $29.11万 | 0.05% | 400 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $29.14万 | 0.05% | 863 | 49 | 6.0% | $1.65万 | 加仓 |
| SO | SOUTHERN CO | $29.28万 | 0.05% | 3,033 | 604 | 24.9% | $5.83万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $29.44万 | 0.05% | 4,806 | -138 | -2.8% | -$8,453 | 减仓 |
| KO | COCA COLA CO | $31.34万 | 0.06% | 4,120 | -177 | -4.1% | -$1.35万 | 减仓 |
| MRK | MERCK & CO INC | $32.73万 | 0.06% | 2,721 | 41 | 1.5% | $4,932 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $32.74万 | 0.06% | 12,768 | -339 | -2.6% | -$8,692 | 减仓 |
| MSTR | STRATEGY INC | $33.50万 | 0.06% | 2,684 | -1 | -0.0% | -$125 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $34.52万 | 0.06% | 2,083 | -9 | -0.4% | -$1,492 | 减仓 |
| HCA | HCA HEALTHCARE INC | $34.64万 | 0.06% | 732 | -1 | -0.1% | -$473 | 减仓 |
| SPYV | SPDR SERIES TRUST | $35.80万 | 0.06% | 6,327 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $35.88万 | 0.06% | 6,639 | -74 | -1.1% | -$4,000 | 减仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $36.62万 | 0.07% | 8,841 | -2,040 | -18.7% | -$8.45万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $36.83万 | 0.07% | 7,224 | -661 | -8.4% | -$3.37万 | 减仓 |
| CMI | CUMMINS INC | $36.91万 | 0.07% | 686 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $38.07万 | 0.07% | 1,294 | 364 | 39.1% | $10.71万 | 加仓 |
| ABBV | ABBVIE INC | $44.54万 | 0.08% | 2,048 | 183 | 9.8% | $3.98万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $45.88万 | 0.08% | 3,136 | -877 | -21.9% | -$12.83万 | 减仓 |
| GOOG | ALPHABET INC | $53.60万 | 0.10% | 1,868 | 527 | 39.3% | $15.12万 | 加仓 |
| VHT | VANGUARD WORLD FD | $54.25万 | 0.10% | 1,992 | -15,796 | -88.8% | -$430.18万 | 减仓 |
| IVV | ISHARES TR | $55.06万 | 0.10% | 843 | 843 | — | $55.06万 | 新建仓 |
| GEV | GE VERNOVA INC | $55.27万 | 0.10% | 633 | 2 | 0.3% | $1,746 | 加仓 |
| WMT | WALMART INC | $56.55万 | 0.10% | 4,551 | 322 | 7.6% | $4.00万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $65.01万 | 0.12% | 4,501 | -210 | -4.5% | -$3.03万 | 减仓 |
| META | META PLATFORMS INC | $65.99万 | 0.12% | 1,153 | 44 | 4.0% | $2.52万 | 加仓 |
| XT | ISHARES TR | $66.51万 | 0.12% | 9,760 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $67.54万 | 0.12% | 2,380 | 8 | 0.3% | $2,270 | 加仓 |
| FSTA | FIDELITY COVINGTON TRUST | $68.67万 | 0.12% | 13,122 | 88 | 0.7% | $4,605 | 加仓 |
| TSLA | TESLA INC | $72.79万 | 0.13% | 1,958 | 77 | 4.1% | $2.86万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $74.23万 | 0.13% | 14,069 | -505 | -3.5% | -$2.66万 | 减仓 |
| VGT | VANGUARD WORLD FD | $75.56万 | 0.14% | 1,083 | -21,864 | -95.3% | -$1,525.50万 | 减仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $77.31万 | 0.14% | 16,263 | -1,632 | -9.1% | -$7.76万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $77.81万 | 0.14% | 12,413 | 2,805 | 29.2% | $17.58万 | 加仓 |
| ARKF | ARK ETF TR | $78.49万 | 0.14% | 20,651 | 5,495 | 36.3% | $20.89万 | 加仓 |
| DTCR | GLOBAL X FDS | $79.53万 | 0.14% | 33,193 | 8,940 | 36.9% | $21.42万 | 加仓 |
| IWD | ISHARES TR | $83.97万 | 0.15% | 3,930 | 2 | 0.1% | $427 | 加仓 |
| LOW | LOWES COS INC | $89.07万 | 0.16% | 3,770 | -10 | -0.3% | -$2,363 | 减仓 |
| IWF | ISHARES TR | $90.19万 | 0.16% | 2,115 | 0 | 0.0% | — | 不变 |
| — | RBB FD INC | $92.48万 | 0.17% | 18,690 | -4,541 | -19.5% | -$22.47万 | 减仓 |
| UTWO | RBB FD INC | $92.69万 | 0.17% | 19,198 | -4,580 | -19.3% | -$22.11万 | 减仓 |
| OBIL | RBB FD INC | $92.81万 | 0.17% | 18,535 | -4,540 | -19.7% | -$22.73万 | 减仓 |
| XBIL | RBB FD INC | $92.86万 | 0.17% | 18,560 | -4,556 | -19.7% | -$22.79万 | 减仓 |
| VAW | VANGUARD WORLD FD | $93.63万 | 0.17% | 4,155 | -162 | -3.8% | -$3.65万 | 减仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $94.20万 | 0.17% | 39,077 | -3,535 | -8.3% | -$8.52万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $94.21万 | 0.17% | 8,504 | 954 | 12.6% | $10.57万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $95.79万 | 0.17% | 1,999 | 359 | 21.9% | $17.20万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $104.49万 | 0.19% | 11,781 | -420 | -3.4% | -$3.73万 | 减仓 |
| SHLD | GLOBAL X FDS | $106.37万 | 0.19% | 15,015 | 3,863 | 34.6% | $27.37万 | 加仓 |
| SLV | ISHARES SILVER TR | $110.84万 | 0.20% | 16,267 | -835 | -4.9% | -$5.69万 | 减仓 |
| AIQ | GLOBAL X FDS | $113.63万 | 0.20% | 24,347 | 3,445 | 16.5% | $16.08万 | 加仓 |
| MUNI | PIMCO ETF TR | $118.60万 | 0.21% | 22,724 | -2,054 | -8.3% | -$10.72万 | 减仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $121.56万 | 0.22% | 70,184 | 8,101 | 13.0% | $14.03万 | 加仓 |
| CVX | CHEVRON CORPORATION | $135.71万 | 0.24% | 6,559 | -16 | -0.2% | -$3,310 | 减仓 |
| SMH | VANECK ETF TRUST | $135.80万 | 0.24% | 3,542 | 576 | 19.4% | $22.08万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $146.82万 | 0.26% | 4,576 | -593 | -11.5% | -$19.03万 | 减仓 |
| GOOGL | ALPHABET INC | $150.26万 | 0.27% | 5,225 | -69 | -1.3% | -$1.98万 | 减仓 |
| VDE | VANGUARD WORLD FD | $151.72万 | 0.27% | 8,768 | -3,311 | -27.4% | -$57.29万 | 减仓 |
| VPU | VANGUARD WORLD FD | $152.14万 | 0.27% | 7,678 | -972 | -11.2% | -$19.26万 | 减仓 |
| — | EXXON MOBIL CORP | $152.32万 | 0.27% | 8,978 | 115 | 1.3% | $1.95万 | 加仓 |
| STXF | EA SERIES TRUST | $166.54万 | 0.30% | 39,681 | 6,998 | 21.4% | $29.37万 | 加仓 |
| AMZN | AMAZON COM INC | $207.08万 | 0.37% | 9,943 | 2,264 | 29.5% | $47.15万 | 加仓 |
| VDC | VANGUARD WORLD FD | $219.27万 | 0.39% | 9,763 | -2,191 | -18.3% | -$49.21万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $233.32万 | 0.42% | 23,830 | 42 | 0.2% | $4,112 | 加仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $252.02万 | 0.45% | 50,801 | 7,077 | 16.2% | $35.11万 | 加仓 |