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 |
|---|---|---|---|---|---|---|---|---|
| — | YORKVILLE AMER INVTS TR | $9,170.18万 | 13.65% | 2,164,820 | 2,164,820 | — | $9,170.18万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $4,725.43万 | 7.03% | 1,490,202 | 118,956 | 8.7% | $377.21万 | 加仓 |
| VB | VANGUARD INDEX FDS | $3,215.53万 | 4.79% | 106,081 | 9,894 | 10.3% | $299.91万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $3,166.71万 | 4.71% | 370,419 | 33,334 | 9.9% | $284.97万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $2,917.72万 | 4.34% | 611,552 | 55,336 | 9.9% | $264.01万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $2,914.30万 | 4.34% | 338,321 | 52,943 | 18.6% | $456.05万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $2,605.69万 | 3.88% | 461,348 | 55,764 | 13.7% | $314.96万 | 加仓 |
| MLPX | GLOBAL X FDS | $2,456.84万 | 3.66% | 333,537 | 24,313 | 7.9% | $179.09万 | 加仓 |
| SJNK | SPDR SERIES TRUST | $1,931.18万 | 2.87% | 771,545 | 86,625 | 12.6% | $216.82万 | 加仓 |
| FLBL | FRANKLIN TEMPLETON ETF TR | $1,905.19万 | 2.84% | 831,237 | 97,688 | 13.3% | $223.90万 | 加仓 |
| VGT | VANGUARD WORLD FD | $1,887.38万 | 2.81% | 157,913 | 149,249 | 1,722.6% | $1,783.82万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $1,659.17万 | 2.47% | 408,814 | 32,932 | 8.8% | $133.65万 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $1,543.36万 | 2.30% | 305,615 | 35,883 | 13.3% | $181.21万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,454.24万 | 2.16% | 61,459 | 5,430 | 9.7% | $128.48万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,366.36万 | 2.03% | 62,697 | 14,827 | 31.0% | $323.13万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $1,279.83万 | 1.91% | 715,791 | 80,014 | 12.6% | $143.07万 | 加仓 |
| BIL | SPDR SERIES TRUST | $963.06万 | 1.43% | 105,092 | -11,042 | -9.5% | -$101.19万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $948.10万 | 1.41% | 59,995 | -34,583 | -36.6% | -$546.51万 | 减仓 |
| LQD | ISHARES TR | $943.90万 | 1.41% | 86,541 | 10,604 | 14.0% | $115.66万 | 加仓 |
| AOK | ISHARES TR | $938.66万 | 1.40% | 226,292 | 23,256 | 11.5% | $96.47万 | 加仓 |
| HYLB | DBX ETF TR | $875.57万 | 1.30% | 239,750 | 30,326 | 14.5% | $110.75万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $871.77万 | 1.30% | 118,753 | 15,453 | 15.0% | $113.44万 | 加仓 |
| PULS | PGIM ETF TR | $809.62万 | 1.21% | 163,396 | -16,743 | -9.3% | -$82.96万 | 减仓 |
| AAPL | APPLE INC | $805.39万 | 1.20% | 27,833 | -195 | -0.7% | -$5.64万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $731.23万 | 1.09% | 145,576 | 18,168 | 14.3% | $91.26万 | 加仓 |
| VFH | VANGUARD WORLD FD | $634.26万 | 0.94% | 48,196 | -3,645 | -7.0% | -$47.97万 | 重新持有 |
| BKAG | BNY MELLON ETF TRUST | $626.55万 | 0.93% | 149,356 | -171,333 | -53.4% | -$718.74万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $574.80万 | 0.86% | 98,763 | 12,813 | 14.9% | $74.57万 | 加仓 |
| VHT | VANGUARD WORLD FD | $541.24万 | 0.81% | 18,101 | 16,109 | 808.7% | $481.68万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $516.36万 | 0.77% | 62,476 | -82,751 | -57.0% | -$683.94万 | 减仓 |
| VCR | VANGUARD WORLD FD | $468.12万 | 0.70% | 11,803 | -1,027 | -8.0% | -$40.73万 | 重新持有 |
| VIS | VANGUARD WORLD FD | $451.81万 | 0.67% | 12,537 | 403 | 3.3% | $14.52万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $434.72万 | 0.65% | 185,462 | -267,805 | -59.1% | -$627.73万 | 减仓 |
| QQQ | INVESCO QQQ TR | $430.95万 | 0.64% | 5,852 | 984 | 20.2% | $72.46万 | 加仓 |
| GLD | SPDR GOLD TR | $407.96万 | 0.61% | 11,075 | -4,821 | -30.3% | -$177.59万 | 减仓 |
| USFR | WISDOMTREE TR | $401.01万 | 0.60% | 79,645 | -8,254 | -9.4% | -$41.56万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $400.62万 | 0.60% | 5,365 | -56 | -1.0% | -$4.18万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $389.92万 | 0.58% | 19,487 | 429 | 2.3% | $8.58万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $332.57万 | 0.50% | 4,842 | 537 | 12.5% | $36.88万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $327.91万 | 0.49% | 123,738 | -138,846 | -52.9% | -$367.94万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $296.63万 | 0.44% | 8,615 | -506 | -5.5% | -$17.42万 | 减仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $295.06万 | 0.44% | 58,037 | 7,236 | 14.2% | $36.79万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $285.56万 | 0.43% | 23,999 | 169 | 0.7% | $2.01万 | 加仓 |
| SMH | VANECK ETF TRUST | $263.46万 | 0.39% | 4,017 | 475 | 13.4% | $31.15万 | 加仓 |
| STXF | EA SERIES TRUST | $262.28万 | 0.39% | 54,303 | 14,622 | 36.8% | $70.62万 | 加仓 |
| MSFT | MICROSOFT CORP | $261.16万 | 0.39% | 7,001 | -29 | -0.4% | -$1.08万 | 减仓 |
| VDC | VANGUARD WORLD FD | $253.27万 | 0.38% | 11,232 | 1,469 | 15.0% | $33.12万 | 加仓 |
| AMZN | AMAZON COM INC | $238.94万 | 0.36% | 10,025 | 82 | 0.8% | $1.95万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $231.20万 | 0.34% | 2,471 | -83 | -3.2% | -$7.77万 | 减仓 |
| MUNI | PIMCO ETF TR | $207.05万 | 0.31% | 39,363 | 16,639 | 73.2% | $87.52万 | 加仓 |
| AIQ | GLOBAL X FDS | $195.84万 | 0.29% | 29,849 | 5,502 | 22.6% | $36.10万 | 加仓 |
| GOOGL | ALPHABET INC | $192.08万 | 0.29% | 5,375 | 150 | 2.9% | $5.36万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $169.83万 | 0.25% | 4,589 | 13 | 0.3% | $4,811 | 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 |
| VPU | VANGUARD WORLD FD | $153.38万 | 0.23% | 7,836 | 158 | 2.1% | $3.09万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $153.33万 | 0.23% | 17,065 | 4,652 | 37.5% | $41.80万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $147.21万 | 0.22% | 11,048 | 2,544 | 29.9% | $33.90万 | 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 |
| SHLD | GLOBAL X FDS | $125.21万 | 0.19% | 20,970 | 5,955 | 39.7% | $35.56万 | 加仓 |
| ARKF | ARK ETF TR | $121.11万 | 0.18% | 30,691 | 10,040 | 48.6% | $39.62万 | 加仓 |
| CVX | CHEVRON CORPORATION | $120.94万 | 0.18% | 7,296 | 737 | 11.2% | $12.22万 | 加仓 |
| DTCR | GLOBAL X FDS | $120.84万 | 0.18% | 39,788 | 6,595 | 19.9% | $20.03万 | 加仓 |
| — | EXXON MOBIL CORP | $119.73万 | 0.18% | 8,757 | -221 | -2.5% | -$3.02万 | 减仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $117.50万 | 0.17% | 73,990 | 3,806 | 5.4% | $6.04万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $112.91万 | 0.17% | 11,710 | -71 | -0.6% | -$6,846 | 减仓 |
| IWD | ISHARES TR | $106.99万 | 0.16% | 4,413 | 483 | 12.3% | $11.71万 | 加仓 |
| IWF | ISHARES TR | $105.06万 | 0.16% | 8,461 | 1 | 0.0% | $124 | 加仓 |
| VAW | VANGUARD WORLD FD | $95.70万 | 0.14% | 4,183 | 28 | 0.7% | $6,406 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $93.84万 | 0.14% | 813 | -50 | -5.8% | -$5.77万 | 减仓 |
| SLV | ISHARES SILVER TR | $92.94万 | 0.14% | 17,381 | 1,114 | 6.8% | $5.96万 | 加仓 |
| XT | ISHARES TR | $91.30万 | 0.14% | 11,049 | 1,289 | 13.2% | $10.65万 | 加仓 |
| GE | GE AEROSPACE | $91.06万 | 0.14% | 2,436 | 56 | 2.4% | $2.09万 | 加仓 |
| XBIL | RBB FD INC | $88.91万 | 0.13% | 17,781 | -779 | -4.2% | -$3.90万 | 减仓 |
| OBIL | RBB FD INC | $88.80万 | 0.13% | 17,768 | -767 | -4.1% | -$3.83万 | 减仓 |
| UTWO | RBB FD INC | $88.54万 | 0.13% | 18,461 | -737 | -3.8% | -$3.53万 | 减仓 |
| — | RBB FD INC | $88.31万 | 0.13% | 18,008 | -682 | -3.6% | -$3.34万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $86.72万 | 0.13% | 1,733 | -266 | -13.3% | -$13.31万 | 减仓 |
| LOW | LOWES COS INC | $82.53万 | 0.12% | 3,743 | -27 | -0.7% | -$5,953 | 减仓 |
| TSLA | TESLA INC | $82.44万 | 0.12% | 1,960 | 2 | 0.1% | $841 | 加仓 |
| GEV | GE VERNOVA INC | $72.97万 | 0.11% | 621 | -12 | -1.9% | -$1.41万 | 减仓 |
| FSTA | FIDELITY COVINGTON TRUST | $69.04万 | 0.10% | 13,141 | 19 | 0.1% | $998 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $69.02万 | 0.10% | 4,039 | 4,039 | — | $69.02万 | 新建仓 |
| IVV | ISHARES TR | $67.48万 | 0.10% | 901 | 58 | 6.9% | $4.34万 | 加仓 |
| META | META PLATFORMS INC | $66.10万 | 0.10% | 1,173 | 20 | 1.7% | $1.13万 | 加仓 |
| GOOG | ALPHABET INC | $65.57万 | 0.10% | 1,856 | -12 | -0.6% | -$4,239 | 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 |
| PG | PROCTER & GAMBLE CO | $64.51万 | 0.10% | 4,399 | -102 | -2.3% | -$1.50万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $59.49万 | 0.09% | 13,069 | -1,000 | -7.1% | -$4.55万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $57.37万 | 0.09% | 19,495 | 6,727 | 52.7% | $19.80万 | 加仓 |
| ABBV | ABBVIE INC | $50.08万 | 0.07% | 1,990 | -58 | -2.8% | -$1.46万 | 减仓 |
| CMI | CUMMINS INC | $48.93万 | 0.07% | 686 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $48.60万 | 0.07% | 4,291 | -260 | -5.7% | -$2.94万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $47.87万 | 0.07% | 7,874 | 1,547 | 24.5% | $9.40万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $45.69万 | 0.07% | 7,655 | 1,016 | 15.3% | $6.06万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $41.44万 | 0.06% | 3,552 | 416 | 13.3% | $4.85万 | 加仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $40.52万 | 0.06% | 8,841 | 0 | 0.0% | — | 不变 |
| DTD | WISDOMTREE TR | $37.46万 | 0.06% | 4,017 | 1,548 | 62.7% | $14.43万 | 加仓 |
| IJH | ISHARES TR | $36.14万 | 0.05% | 4,687 | 1,023 | 27.9% | $7.89万 | 加仓 |
| MRK | MERCK & CO INC | $35.90万 | 0.05% | 2,793 | 72 | 2.6% | $9,254 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $34.74万 | 0.05% | 1,966 | -117 | -5.6% | -$2.07万 | 减仓 |