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 |
|---|---|---|---|---|---|---|---|---|
| — | TIDAL TRUST I | $5,542.88万 | 9.92% | 1,324,146 | -7,512 | -0.6% | -$31.45万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $4,206.98万 | 7.53% | 1,371,246 | 73,867 | 5.7% | $226.62万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $2,599.26万 | 4.65% | 337,085 | 30,861 | 10.1% | $237.97万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $2,531.89万 | 4.53% | 556,216 | 36,573 | 7.0% | $166.48万 | 加仓 |
| VB | VANGUARD INDEX FDS | $2,519.33万 | 4.51% | 96,187 | 9,676 | 11.2% | $253.43万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $2,298.85万 | 4.12% | 405,584 | 35,918 | 9.7% | $203.58万 | 加仓 |
| MLPX | GLOBAL X FDS | $2,286.40万 | 4.09% | 309,224 | 12,569 | 4.2% | $92.94万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $2,077.49万 | 3.72% | 47,563 | 6,772 | 16.6% | $295.79万 | 加仓 |
| SJNK | SPDR SERIES TRUST | $1,710.93万 | 3.06% | 684,920 | 57,935 | 9.2% | $144.72万 | 加仓 |
| FLBL | FRANKLIN TEMPLETON ETF TR | $1,687.16万 | 3.02% | 733,549 | 74,864 | 11.4% | $172.19万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $1,523.82万 | 2.73% | 375,882 | 21,987 | 6.2% | $89.14万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,400.70万 | 2.51% | 94,578 | 43,763 | 86.1% | $648.13万 | 加仓 |
| BKAG | BNY MELLON ETF TRUST | $1,353.31万 | 2.42% | 320,689 | 211,511 | 193.7% | $892.58万 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $1,313.86万 | 2.35% | 269,732 | 22,062 | 8.9% | $107.46万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,204.97万 | 2.16% | 56,029 | 4,461 | 8.7% | $95.94万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,201.75万 | 2.15% | 145,227 | 96,169 | 196.0% | $795.80万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $1,128.50万 | 2.02% | 635,777 | 59,922 | 10.4% | $106.36万 | 加仓 |
| BIL | SPDR SERIES TRUST | $1,064.25万 | 1.91% | 116,134 | -27,484 | -19.1% | -$251.86万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $1,057.02万 | 1.89% | 453,267 | 298,801 | 193.4% | $696.80万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $939.20万 | 1.68% | 47,870 | 12,384 | 34.9% | $242.97万 | 加仓 |
| PULS | PGIM ETF TR | $891.69万 | 1.60% | 180,139 | -42,014 | -18.9% | -$207.97万 | 减仓 |
| LQD | ISHARES TR | $827.64万 | 1.48% | 75,937 | 12,217 | 19.2% | $133.15万 | 加仓 |
| AOK | ISHARES TR | $809.91万 | 1.45% | 203,036 | 28,469 | 16.3% | $113.56万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $760.70万 | 1.36% | 103,300 | 16,422 | 18.9% | $120.93万 | 加仓 |
| HYLB | DBX ETF TR | $757.28万 | 1.36% | 209,424 | 36,163 | 20.9% | $130.77万 | 加仓 |
| AAPL | APPLE INC | $711.31万 | 1.27% | 28,028 | 691 | 2.5% | $17.54万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $698.74万 | 1.25% | 262,584 | 171,859 | 189.4% | $457.32万 | 加仓 |
| GLD | SPDR GOLD TR | $683.97万 | 1.22% | 15,896 | 6,763 | 74.1% | $291.00万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $636.40万 | 1.14% | 127,408 | 20,752 | 19.5% | $103.66万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $503.15万 | 0.90% | 85,950 | 13,914 | 19.3% | $81.45万 | 加仓 |
| USFR | WISDOMTREE TR | $442.48万 | 0.79% | 87,899 | -20,852 | -19.2% | -$104.97万 | 减仓 |
| VIS | VANGUARD WORLD FD | $378.85万 | 0.68% | 12,134 | -2,138 | -15.0% | -$66.75万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $352.53万 | 0.63% | 5,421 | 742 | 15.9% | $48.25万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $332.36万 | 0.60% | 19,058 | 1,632 | 9.4% | $28.46万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $292.37万 | 0.52% | 9,121 | -172 | -1.9% | -$5.51万 | 减仓 |
| QQQ | INVESCO QQQ TR | $280.98万 | 0.50% | 4,868 | 796 | 19.5% | $45.95万 | 加仓 |
| MSFT | MICROSOFT CORP | $260.24万 | 0.47% | 7,030 | 914 | 14.9% | $33.83万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $257.22万 | 0.46% | 4,305 | -835 | -16.2% | -$49.89万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $254.53万 | 0.46% | 2,554 | -93 | -3.5% | -$9.27万 | 减仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $252.02万 | 0.45% | 50,801 | 7,077 | 16.2% | $35.11万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $233.32万 | 0.42% | 23,830 | 42 | 0.2% | $4,112 | 加仓 |
| VDC | VANGUARD WORLD FD | $219.27万 | 0.39% | 9,763 | -2,191 | -18.3% | -$49.21万 | 减仓 |
| AMZN | AMAZON COM INC | $207.08万 | 0.37% | 9,943 | 2,264 | 29.5% | $47.15万 | 加仓 |
| STXF | EA SERIES TRUST | $166.54万 | 0.30% | 39,681 | 6,998 | 21.4% | $29.37万 | 加仓 |
| — | EXXON MOBIL CORP | $152.32万 | 0.27% | 8,978 | 115 | 1.3% | $1.95万 | 加仓 |
| VPU | VANGUARD WORLD FD | $152.14万 | 0.27% | 7,678 | -972 | -11.2% | -$19.26万 | 减仓 |
| VDE | VANGUARD WORLD FD | $151.72万 | 0.27% | 8,768 | -3,311 | -27.4% | -$57.29万 | 减仓 |
| GOOGL | ALPHABET INC | $150.26万 | 0.27% | 5,225 | -69 | -1.3% | -$1.98万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $146.82万 | 0.26% | 4,576 | -593 | -11.5% | -$19.03万 | 减仓 |
| SMH | VANECK ETF TRUST | $135.80万 | 0.24% | 3,542 | 576 | 19.4% | $22.08万 | 加仓 |
| CVX | CHEVRON CORPORATION | $135.71万 | 0.24% | 6,559 | -16 | -0.2% | -$3,310 | 减仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $121.56万 | 0.22% | 70,184 | 8,101 | 13.0% | $14.03万 | 加仓 |
| MUNI | PIMCO ETF TR | $118.60万 | 0.21% | 22,724 | -2,054 | -8.3% | -$10.72万 | 减仓 |
| AIQ | GLOBAL X FDS | $113.63万 | 0.20% | 24,347 | 3,445 | 16.5% | $16.08万 | 加仓 |
| SLV | ISHARES SILVER TR | $110.84万 | 0.20% | 16,267 | -835 | -4.9% | -$5.69万 | 减仓 |
| SHLD | GLOBAL X FDS | $106.37万 | 0.19% | 15,015 | 3,863 | 34.6% | $27.37万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $104.49万 | 0.19% | 11,781 | -420 | -3.4% | -$3.73万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $95.79万 | 0.17% | 1,999 | 359 | 21.9% | $17.20万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $94.21万 | 0.17% | 8,504 | 954 | 12.6% | $10.57万 | 加仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $94.20万 | 0.17% | 39,077 | -3,535 | -8.3% | -$8.52万 | 减仓 |
| VAW | VANGUARD WORLD FD | $93.63万 | 0.17% | 4,155 | -162 | -3.8% | -$3.65万 | 减仓 |
| XBIL | RBB FD INC | $92.86万 | 0.17% | 18,560 | -4,556 | -19.7% | -$22.79万 | 减仓 |
| OBIL | RBB FD INC | $92.81万 | 0.17% | 18,535 | -4,540 | -19.7% | -$22.73万 | 减仓 |
| UTWO | RBB FD INC | $92.69万 | 0.17% | 19,198 | -4,580 | -19.3% | -$22.11万 | 减仓 |
| — | RBB FD INC | $92.48万 | 0.17% | 18,690 | -4,541 | -19.5% | -$22.47万 | 减仓 |
| IWF | ISHARES TR | $90.19万 | 0.16% | 2,115 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $89.07万 | 0.16% | 3,770 | -10 | -0.3% | -$2,363 | 减仓 |
| IWD | ISHARES TR | $83.97万 | 0.15% | 3,930 | 2 | 0.1% | $427 | 加仓 |
| DTCR | GLOBAL X FDS | $79.53万 | 0.14% | 33,193 | 8,940 | 36.9% | $21.42万 | 加仓 |
| ARKF | ARK ETF TR | $78.49万 | 0.14% | 20,651 | 5,495 | 36.3% | $20.89万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $77.81万 | 0.14% | 12,413 | 2,805 | 29.2% | $17.58万 | 加仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $77.31万 | 0.14% | 16,263 | -1,632 | -9.1% | -$7.76万 | 减仓 |
| VGT | VANGUARD WORLD FD | $75.56万 | 0.14% | 1,083 | -21,864 | -95.3% | -$1,525.50万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $74.23万 | 0.13% | 14,069 | -505 | -3.5% | -$2.66万 | 减仓 |
| TSLA | TESLA INC | $72.79万 | 0.13% | 1,958 | 77 | 4.1% | $2.86万 | 加仓 |
| FSTA | FIDELITY COVINGTON TRUST | $68.67万 | 0.12% | 13,122 | 88 | 0.7% | $4,605 | 加仓 |
| GE | GE AEROSPACE | $67.54万 | 0.12% | 2,380 | 8 | 0.3% | $2,270 | 加仓 |
| XT | ISHARES TR | $66.51万 | 0.12% | 9,760 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $65.99万 | 0.12% | 1,153 | 44 | 4.0% | $2.52万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $65.01万 | 0.12% | 4,501 | -210 | -4.5% | -$3.03万 | 减仓 |
| WMT | WALMART INC | $56.55万 | 0.10% | 4,551 | 322 | 7.6% | $4.00万 | 加仓 |
| GEV | GE VERNOVA INC | $55.27万 | 0.10% | 633 | 2 | 0.3% | $1,746 | 加仓 |
| IVV | ISHARES TR | $55.06万 | 0.10% | 843 | 843 | — | $55.06万 | 新建仓 |
| VHT | VANGUARD WORLD FD | $54.25万 | 0.10% | 1,992 | -15,796 | -88.8% | -$430.18万 | 减仓 |
| GOOG | ALPHABET INC | $53.60万 | 0.10% | 1,868 | 527 | 39.3% | $15.12万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $45.88万 | 0.08% | 3,136 | -877 | -21.9% | -$12.83万 | 减仓 |
| ABBV | ABBVIE INC | $44.54万 | 0.08% | 2,048 | 183 | 9.8% | $3.98万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $38.07万 | 0.07% | 1,294 | 364 | 39.1% | $10.71万 | 加仓 |
| CMI | CUMMINS INC | $36.91万 | 0.07% | 686 | 0 | 0.0% | — | 不变 |
| JMST | J P MORGAN EXCHANGE TRADED F | $36.83万 | 0.07% | 7,224 | -661 | -8.4% | -$3.37万 | 减仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $36.62万 | 0.07% | 8,841 | -2,040 | -18.7% | -$8.45万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $35.88万 | 0.06% | 6,639 | -74 | -1.1% | -$4,000 | 减仓 |
| SPYV | SPDR SERIES TRUST | $35.80万 | 0.06% | 6,327 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $34.64万 | 0.06% | 732 | -1 | -0.1% | -$473 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $34.52万 | 0.06% | 2,083 | -9 | -0.4% | -$1,492 | 减仓 |
| MSTR | STRATEGY INC | $33.50万 | 0.06% | 2,684 | -1 | -0.0% | -$125 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $32.74万 | 0.06% | 12,768 | -339 | -2.6% | -$8,692 | 减仓 |
| MRK | MERCK & CO INC | $32.73万 | 0.06% | 2,721 | 41 | 1.5% | $4,932 | 加仓 |
| KO | COCA COLA CO | $31.34万 | 0.06% | 4,120 | -177 | -4.1% | -$1.35万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $29.44万 | 0.05% | 4,806 | -138 | -2.8% | -$8,453 | 减仓 |