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 |
|---|---|---|---|---|---|---|---|---|
| GLW | CORNING INC | $34.69万 | 0.05% | 1,358 | 1,358 | — | $34.69万 | 新建仓 |
| CAT | CATERPILLAR INC | $34.44万 | 0.05% | 323 | 5 | 1.6% | $5,332 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $34.33万 | 0.05% | 1,049 | -245 | -18.9% | -$8.02万 | 减仓 |
| CSCO | CISCO SYS INC | $34.31万 | 0.05% | 2,921 | -160 | -5.2% | -$1.88万 | 减仓 |
| INTC | INTEL CORP | $33.62万 | 0.05% | 2,408 | 2,408 | — | $33.62万 | 新建仓 |
| FIBK | FIRST INTST BANCSYSTEM INC | $33.26万 | 0.05% | 8,625 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $32.57万 | 0.05% | 4,007 | -113 | -2.7% | -$9,184 | 减仓 |
| CASY | CASEYS GEN STORES INC | $31.79万 | 0.05% | 400 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $30.13万 | 0.04% | 631 | -20 | -3.1% | -$9,551 | 减仓 |
| SO | SOUTHERN CO | $29.94万 | 0.04% | 3,128 | 95 | 3.1% | $9,092 | 加仓 |
| HCA | HCA HEALTHCARE INC | $28.15万 | 0.04% | 722 | -10 | -1.4% | -$3,899 | 减仓 |
| CSX | CSX CORP | $27.66万 | 0.04% | 5,820 | -177 | -3.0% | -$8,413 | 减仓 |
| IJR | ISHARES TR | $26.94万 | 0.04% | 1,816 | 164 | 9.9% | $2.43万 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $26.84万 | 0.04% | 7,831 | -8 | -0.1% | -$274 | 减仓 |
| RWR | SPDR SERIES TRUST | $26.11万 | 0.04% | 2,311 | -9 | -0.4% | -$1,017 | 减仓 |
| AVGO | BROADCOM INC | $26.03万 | 0.04% | 689 | 9 | 1.3% | $3,400 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $25.04万 | 0.04% | 3,515 | 229 | 7.0% | $1.63万 | 加仓 |
| V | VISA INC | $24.98万 | 0.04% | 728 | -37 | -4.8% | -$1.27万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $24.81万 | 0.04% | 752 | 752 | — | $24.81万 | 新建仓 |
| LLY | ELI LILLY & CO | $24.76万 | 0.04% | 206 | 206 | — | $24.76万 | 新建仓 |
| NOBL | PROSHARES TR | $24.50万 | 0.04% | 4,362 | -2 | -0.0% | -$112 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $24.28万 | 0.04% | 4,572 | -234 | -4.9% | -$1.24万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $24.00万 | 0.04% | 792 | 792 | — | $24.00万 | 新建仓 |
| MSTR | STRATEGY INC | $23.46万 | 0.03% | 2,699 | 15 | 0.6% | $1,304 | 加仓 |
| MS | MORGAN STANLEY | $23.29万 | 0.03% | 1,114 | -24 | -2.1% | -$5,017 | 重新持有 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $23.13万 | 0.03% | 4,530 | 227 | 5.3% | $1.16万 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $23.01万 | 0.03% | 8,866 | -469 | -5.0% | -$1.22万 | 减仓 |
| BAR | GRANITESHARES GOLD TR | $22.43万 | 0.03% | 5,674 | 5,674 | — | $22.43万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $22.16万 | 0.03% | 533 | -74 | -12.2% | -$3.08万 | 重新持有 |
| PFE | PFIZER INC | $22.07万 | 0.03% | 9,166 | 136 | 1.5% | $3,275 | 加仓 |
| T | AT&T INC | $22.04万 | 0.03% | 10,645 | 787 | 8.0% | $1.63万 | 加仓 |
| TIP | ISHARES TR | $20.96万 | 0.03% | 1,916 | 24 | 1.3% | $2,626 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $20.94万 | 0.03% | 7,561 | 7,561 | — | $20.94万 | 新建仓 |
| MAGS | LISTED FDS TR | $20.94万 | 0.03% | 3,257 | 3,257 | — | $20.94万 | 新建仓 |
| QCOM | QUALCOMM INC | $20.75万 | 0.03% | 1,123 | 1,123 | — | $20.75万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $20.58万 | 0.03% | 810 | -28 | -3.3% | -$7,113 | 减仓 |
| PPL | PPL CORP | $20.56万 | 0.03% | 5,656 | 5,656 | — | $20.56万 | 新建仓 |
| XOVR | ENTREPRENEURSHARES SERIES TR | $20.43万 | 0.03% | 9,705 | 9,705 | — | $20.43万 | 新建仓 |
| GAB | GABELLI EQUITY TR INC | $8.67万 | 0.01% | 15,325 | 0 | 0.0% | — | 不变 |
| — | THE REAL BROKERAGE INC | $3.64万 | 0.01% | 20,000 | 20,000 | — | $3.64万 | 新建仓 |
| — | 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 |