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 |
|---|---|---|---|---|---|---|---|---|
| SO | SOUTHERN CO | $29.28万 | 0.05% | 3,033 | 604 | 24.9% | $5.83万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $29.14万 | 0.05% | 863 | 49 | 6.0% | $1.65万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $29.11万 | 0.05% | 400 | 0 | 0.0% | — | 不变 |
| FIBK | FIRST INTST BANCSYSTEM INC | $28.81万 | 0.05% | 8,625 | -1,375 | -13.8% | -$4.59万 | 减仓 |
| T | AT&T INC | $28.58万 | 0.05% | 9,858 | 9,858 | — | $28.58万 | 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 |
| BALT | INNOVATOR ETFS TRUST | $26.23万 | 0.05% | 7,839 | 7,839 | — | $26.23万 | 新建仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $25.40万 | 0.05% | 4,303 | 65 | 1.5% | $3,837 | 加仓 |
| PFE | PFIZER INC | $25.36万 | 0.05% | 9,030 | -86 | -0.9% | -$2,415 | 减仓 |
| IJH | ISHARES TR | $24.74万 | 0.04% | 3,664 | 3 | 0.1% | $203 | 加仓 |
| CSX | CSX CORP | $24.62万 | 0.04% | 5,997 | -669 | -10.0% | -$2.75万 | 减仓 |
| CSCO | CISCO SYS INC | $23.91万 | 0.04% | 3,081 | -45 | -1.4% | -$3,492 | 减仓 |
| RWR | SPDR SERIES TRUST | $23.43万 | 0.04% | 2,320 | 16 | 0.7% | $1,616 | 加仓 |
| MCD | MCDONALDS CORP | $23.17万 | 0.04% | 745 | 745 | — | $23.17万 | 新建仓 |
| NOBL | PROSHARES TR | $23.13万 | 0.04% | 2,182 | -399 | -15.5% | -$4.23万 | 减仓 |
| V | VISA INC | $23.12万 | 0.04% | 765 | -99 | -11.5% | -$2.99万 | 减仓 |
| CAT | CATERPILLAR INC | $22.54万 | 0.04% | 318 | 318 | — | $22.54万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $22.00万 | 0.04% | 651 | 651 | — | $22.00万 | 新建仓 |
| DTD | WISDOMTREE TR | $21.32万 | 0.04% | 2,469 | -16 | -0.6% | -$1,382 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $21.06万 | 0.04% | 3,286 | 3,286 | — | $21.06万 | 新建仓 |
| AVGO | BROADCOM INC | $21.05万 | 0.04% | 680 | 76 | 12.6% | $2.35万 | 加仓 |
| TIP | ISHARES TR | $20.88万 | 0.04% | 1,892 | 2 | 0.1% | $221 | 加仓 |
| IJR | ISHARES TR | $20.54万 | 0.04% | 1,652 | -54 | -3.2% | -$6,713 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $20.48万 | 0.04% | 838 | 838 | — | $20.48万 | 新建仓 |
| GAB | GABELLI EQUITY TR INC | $8.58万 | 0.02% | 15,325 | 0 | 0.0% | — | 不变 |
| IBRX | IMMUNITYBIO INC | $8.16万 | 0.01% | 10,642 | 10,642 | — | $8.16万 | 新建仓 |
| — | GABELLI EQUITY TR INC | $107 | 0.00% | 15,330 | 15,330 | — | $107 | 新建仓 |
| 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 |