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 |
|---|---|---|---|---|---|---|---|---|
| — | TIDAL TRUST I | $0 | 0.00% | 0 | -1,324,146 | -100.0% | -$5,542.88万 | 清仓 |
| VDE | VANGUARD WORLD FD | $0 | 0.00% | 0 | -8,768 | -100.0% | -$151.72万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -745 | -100.0% | -$23.17万 | 清仓 |
| IBRX | IMMUNITYBIO INC | $0 | 0.00% | 0 | -10,642 | -100.0% | -$8.16万 | 清仓 |
| — | GABELLI EQUITY TR INC | $0 | 0.00% | 0 | -15,330 | -100.0% | -$107 | 清仓 |
| — | THE REAL BROKERAGE INC | $3.64万 | 0.01% | 20,000 | 20,000 | — | $3.64万 | 新建仓 |
| GAB | GABELLI EQUITY TR INC | $8.67万 | 0.01% | 15,325 | 0 | 0.0% | — | 不变 |
| XOVR | ENTREPRENEURSHARES SERIES TR | $20.43万 | 0.03% | 9,705 | 9,705 | — | $20.43万 | 新建仓 |
| PPL | PPL CORP | $20.56万 | 0.03% | 5,656 | 5,656 | — | $20.56万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $20.58万 | 0.03% | 810 | -28 | -3.3% | -$7,113 | 减仓 |
| QCOM | QUALCOMM INC | $20.75万 | 0.03% | 1,123 | 1,123 | — | $20.75万 | 新建仓 |
| MAGS | LISTED FDS TR | $20.94万 | 0.03% | 3,257 | 3,257 | — | $20.94万 | 新建仓 |
| SCHF | SCHWAB STRATEGIC TR | $20.94万 | 0.03% | 7,561 | 7,561 | — | $20.94万 | 新建仓 |
| TIP | ISHARES TR | $20.96万 | 0.03% | 1,916 | 24 | 1.3% | $2,626 | 加仓 |
| T | AT&T INC | $22.04万 | 0.03% | 10,645 | 787 | 8.0% | $1.63万 | 加仓 |
| PFE | PFIZER INC | $22.07万 | 0.03% | 9,166 | 136 | 1.5% | $3,275 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $22.16万 | 0.03% | 533 | -74 | -12.2% | -$3.08万 | 重新持有 |
| BAR | GRANITESHARES GOLD TR | $22.43万 | 0.03% | 5,674 | 5,674 | — | $22.43万 | 新建仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $23.01万 | 0.03% | 8,866 | -469 | -5.0% | -$1.22万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $23.13万 | 0.03% | 4,530 | 227 | 5.3% | $1.16万 | 加仓 |
| MS | MORGAN STANLEY | $23.29万 | 0.03% | 1,114 | -24 | -2.1% | -$5,017 | 重新持有 |
| MSTR | STRATEGY INC | $23.46万 | 0.03% | 2,699 | 15 | 0.6% | $1,304 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $24.00万 | 0.04% | 792 | 792 | — | $24.00万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $24.28万 | 0.04% | 4,572 | -234 | -4.9% | -$1.24万 | 减仓 |
| NOBL | PROSHARES TR | $24.50万 | 0.04% | 4,362 | -2 | -0.0% | -$112 | 减仓 |
| LLY | ELI LILLY & CO | $24.76万 | 0.04% | 206 | 206 | — | $24.76万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $24.81万 | 0.04% | 752 | 752 | — | $24.81万 | 新建仓 |
| V | VISA INC | $24.98万 | 0.04% | 728 | -37 | -4.8% | -$1.27万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $25.04万 | 0.04% | 3,515 | 229 | 7.0% | $1.63万 | 加仓 |
| AVGO | BROADCOM INC | $26.03万 | 0.04% | 689 | 9 | 1.3% | $3,400 | 加仓 |
| RWR | SPDR SERIES TRUST | $26.11万 | 0.04% | 2,311 | -9 | -0.4% | -$1,017 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $26.84万 | 0.04% | 7,831 | -8 | -0.1% | -$274 | 减仓 |
| IJR | ISHARES TR | $26.94万 | 0.04% | 1,816 | 164 | 9.9% | $2.43万 | 加仓 |
| CSX | CSX CORP | $27.66万 | 0.04% | 5,820 | -177 | -3.0% | -$8,413 | 减仓 |
| HCA | HCA HEALTHCARE INC | $28.15万 | 0.04% | 722 | -10 | -1.4% | -$3,899 | 减仓 |
| SO | SOUTHERN CO | $29.94万 | 0.04% | 3,128 | 95 | 3.1% | $9,092 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $30.13万 | 0.04% | 631 | -20 | -3.1% | -$9,551 | 减仓 |
| CASY | CASEYS GEN STORES INC | $31.79万 | 0.05% | 400 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $32.57万 | 0.05% | 4,007 | -113 | -2.7% | -$9,184 | 减仓 |
| FIBK | FIRST INTST BANCSYSTEM INC | $33.26万 | 0.05% | 8,625 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $33.62万 | 0.05% | 2,408 | 2,408 | — | $33.62万 | 新建仓 |
| CSCO | CISCO SYS INC | $34.31万 | 0.05% | 2,921 | -160 | -5.2% | -$1.88万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $34.33万 | 0.05% | 1,049 | -245 | -18.9% | -$8.02万 | 减仓 |
| CAT | CATERPILLAR INC | $34.44万 | 0.05% | 323 | 5 | 1.6% | $5,332 | 加仓 |
| GLW | CORNING INC | $34.69万 | 0.05% | 1,358 | 1,358 | — | $34.69万 | 新建仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $34.74万 | 0.05% | 1,966 | -117 | -5.6% | -$2.07万 | 减仓 |
| MRK | MERCK & CO INC | $35.90万 | 0.05% | 2,793 | 72 | 2.6% | $9,254 | 加仓 |
| IJH | ISHARES TR | $36.14万 | 0.05% | 4,687 | 1,023 | 27.9% | $7.89万 | 加仓 |
| DTD | WISDOMTREE TR | $37.46万 | 0.06% | 4,017 | 1,548 | 62.7% | $14.43万 | 加仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $40.52万 | 0.06% | 8,841 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $41.44万 | 0.06% | 3,552 | 416 | 13.3% | $4.85万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $45.69万 | 0.07% | 7,655 | 1,016 | 15.3% | $6.06万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $47.87万 | 0.07% | 7,874 | 1,547 | 24.5% | $9.40万 | 加仓 |
| WMT | WALMART INC | $48.60万 | 0.07% | 4,291 | -260 | -5.7% | -$2.94万 | 减仓 |
| CMI | CUMMINS INC | $48.93万 | 0.07% | 686 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $50.08万 | 0.07% | 1,990 | -58 | -2.8% | -$1.46万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $57.37万 | 0.09% | 19,495 | 6,727 | 52.7% | $19.80万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $59.49万 | 0.09% | 13,069 | -1,000 | -7.1% | -$4.55万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $64.51万 | 0.10% | 4,399 | -102 | -2.3% | -$1.50万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $65.57万 | 0.10% | 12,856 | 5,632 | 78.0% | $28.72万 | 加仓 |
| GOOG | ALPHABET INC | $65.57万 | 0.10% | 1,856 | -12 | -0.6% | -$4,239 | 减仓 |
| META | META PLATFORMS INC | $66.10万 | 0.10% | 1,173 | 20 | 1.7% | $1.13万 | 加仓 |
| IVV | ISHARES TR | $67.48万 | 0.10% | 901 | 58 | 6.9% | $4.34万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $69.02万 | 0.10% | 4,039 | 4,039 | — | $69.02万 | 新建仓 |
| FSTA | FIDELITY COVINGTON TRUST | $69.04万 | 0.10% | 13,141 | 19 | 0.1% | $998 | 加仓 |
| GEV | GE VERNOVA INC | $72.97万 | 0.11% | 621 | -12 | -1.9% | -$1.41万 | 减仓 |
| TSLA | TESLA INC | $82.44万 | 0.12% | 1,960 | 2 | 0.1% | $841 | 加仓 |
| LOW | LOWES COS INC | $82.53万 | 0.12% | 3,743 | -27 | -0.7% | -$5,953 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $86.72万 | 0.13% | 1,733 | -266 | -13.3% | -$13.31万 | 减仓 |
| — | RBB FD INC | $88.31万 | 0.13% | 18,008 | -682 | -3.6% | -$3.34万 | 减仓 |
| UTWO | RBB FD INC | $88.54万 | 0.13% | 18,461 | -737 | -3.8% | -$3.53万 | 减仓 |
| OBIL | RBB FD INC | $88.80万 | 0.13% | 17,768 | -767 | -4.1% | -$3.83万 | 减仓 |
| XBIL | RBB FD INC | $88.91万 | 0.13% | 17,781 | -779 | -4.2% | -$3.90万 | 减仓 |
| GE | GE AEROSPACE | $91.06万 | 0.14% | 2,436 | 56 | 2.4% | $2.09万 | 加仓 |
| XT | ISHARES TR | $91.30万 | 0.14% | 11,049 | 1,289 | 13.2% | $10.65万 | 加仓 |
| SLV | ISHARES SILVER TR | $92.94万 | 0.14% | 17,381 | 1,114 | 6.8% | $5.96万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $93.84万 | 0.14% | 813 | -50 | -5.8% | -$5.77万 | 减仓 |
| VAW | VANGUARD WORLD FD | $95.70万 | 0.14% | 4,183 | 28 | 0.7% | $6,406 | 加仓 |
| IWF | ISHARES TR | $105.06万 | 0.16% | 8,461 | 1 | 0.0% | $124 | 加仓 |
| IWD | ISHARES TR | $106.99万 | 0.16% | 4,413 | 483 | 12.3% | $11.71万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $112.91万 | 0.17% | 11,710 | -71 | -0.6% | -$6,846 | 减仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $117.50万 | 0.17% | 73,990 | 3,806 | 5.4% | $6.04万 | 加仓 |
| — | EXXON MOBIL CORP | $119.73万 | 0.18% | 8,757 | -221 | -2.5% | -$3.02万 | 减仓 |
| DTCR | GLOBAL X FDS | $120.84万 | 0.18% | 39,788 | 6,595 | 19.9% | $20.03万 | 加仓 |
| CVX | CHEVRON CORPORATION | $120.94万 | 0.18% | 7,296 | 737 | 11.2% | $12.22万 | 加仓 |
| ARKF | ARK ETF TR | $121.11万 | 0.18% | 30,691 | 10,040 | 48.6% | $39.62万 | 加仓 |
| SHLD | GLOBAL X FDS | $125.21万 | 0.19% | 20,970 | 5,955 | 39.7% | $35.56万 | 加仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $136.78万 | 0.20% | 28,207 | 11,944 | 73.4% | $57.92万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $147.21万 | 0.22% | 11,048 | 2,544 | 29.9% | $33.90万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $153.33万 | 0.23% | 17,065 | 4,652 | 37.5% | $41.80万 | 加仓 |
| VPU | VANGUARD WORLD FD | $153.38万 | 0.23% | 7,836 | 158 | 2.1% | $3.09万 | 加仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $164.42万 | 0.24% | 67,524 | 28,447 | 72.8% | $69.27万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $169.83万 | 0.25% | 4,589 | 13 | 0.3% | $4,811 | 加仓 |
| GOOGL | ALPHABET INC | $192.08万 | 0.29% | 5,375 | 150 | 2.9% | $5.36万 | 加仓 |
| AIQ | GLOBAL X FDS | $195.84万 | 0.29% | 29,849 | 5,502 | 22.6% | $36.10万 | 加仓 |
| MUNI | PIMCO ETF TR | $207.05万 | 0.31% | 39,363 | 16,639 | 73.2% | $87.52万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $231.20万 | 0.34% | 2,471 | -83 | -3.2% | -$7.77万 | 减仓 |
| AMZN | AMAZON COM INC | $238.94万 | 0.36% | 10,025 | 82 | 0.8% | $1.95万 | 加仓 |
| VDC | VANGUARD WORLD FD | $253.27万 | 0.38% | 11,232 | 1,469 | 15.0% | $33.12万 | 加仓 |
| MSFT | MICROSOFT CORP | $261.16万 | 0.39% | 7,001 | -29 | -0.4% | -$1.08万 | 减仓 |