小隐寺数据中心API 小隐寺主站

Curran Financial Partners, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Curran Financial Partners, LLC

报告期 2026-03-31 · CIK 0001843867

持仓数

127

前50大市值合计

$517.5M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

— TIDAL TRUST I

GOD BLESS AMER

$55.4M

1,324,146

10.7%

SCHD SCHWAB STRATEGIC TR

US DIVIDEND EQ

$42.1M

1,371,246

8.1%

VXUS VANGUARD STAR FDS

VG TL INTL STK F

$26.0M

337,085

5.0%

SPYD SPDR SERIES TRUST

STATE STREET SPD

$25.3M

556,216

4.9%

VB VANGUARD INDEX FDS

SMALL CP ETF

$25.2M

96,187

4.9%

JEPI J P MORGAN EXCHANGE TRADED F

EQUITY PREMIUM

$23.0M

405,584

4.4%

MLPX GLOBAL X FDS

GLB X MLP ENRG I

$22.9M

309,224

4.4%

VUG VANGUARD INDEX FDS

GROWTH ETF

$20.8M

47,563

4.0%

SJNK SPDR SERIES TRUST

STATE STREET SPD

$17.1M

684,920

3.3%

FLBL FRANKLIN TEMPLETON ETF TR

SENIOR LOAN ETF

$16.9M

733,549

3.3%

LVHI LEGG MASON ETF INVT

FRANKLIN INTL LW

$15.2M

375,882

2.9%

VYM VANGUARD WHITEHALL FDS

HIGH DIV YLD

$14.0M

94,578

2.7%

BKAG BNY MELLON ETF TRUST

CORE BOND ETF

$13.5M

320,689

2.6%

KNG FIRST TR EXCHANGE-TRADED FD

FT VEST S&P 500

$13.1M

269,732

2.5%

VIG VANGUARD SPECIALIZED FUNDS

DIV APP ETF

$12.0M

56,029

2.3%

VCIT VANGUARD SCOTTSDALE FDS

INT-TERM CORP

$12.0M

145,227

2.3%

FPE FIRST TR EXCH TRADED FD III

PFD SECS INC ETF

$11.3M

635,777

2.2%

BIL SPDR SERIES TRUST

STATE STREET SPD

$10.6M

116,134

2.1%

SPHY SPDR SERIES TRUST

STATE STREET SPD

$10.6M

453,267

2.0%

VTV VANGUARD INDEX FDS

VALUE ETF

$9.4M

47,870

1.8%

PULS PGIM ETF TR

PGIM ULTRA SH BD

$8.9M

180,139

1.7%

LQD ISHARES TR

IBOXX INV CP ETF

$8.3M

75,937

1.6%

AOK ISHARES TR

CORE 30/70 CONSE

$8.1M

203,036

1.6%

BND VANGUARD BD INDEX FDS

TOTAL BND MRKT

$7.6M

103,300

1.5%

HYLB DBX ETF TR

XTRACK USD HIGH

$7.6M

209,424

1.5%

AAPL APPLE INC

COM

$7.1M

28,028

1.4%

SCHP SCHWAB STRATEGIC TR

US TIPS ETF

$7.0M

262,584

1.4%

GLD SPDR GOLD TR

GOLD SHS

$6.8M

15,896

1.3%

VTIP VANGUARD MALVERN FDS

STRM INFPROIDX

$6.4M

127,408

1.2%

VGSH VANGUARD SCOTTSDALE FDS

SHORT TERM TREAS

$5.0M

85,950

1.0%

USFR WISDOMTREE TR

FLOATNG RAT TREA

$4.4M

87,899

0.9%

VIS VANGUARD WORLD FD

INDUSTRIAL ETF

$3.8M

12,134

0.7%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$3.5M

5,421

0.7%

NVDA NVIDIA CORPORATION

COM

$3.3M

19,058

0.6%

SHW SHERWIN WILLIAMS CO

COM

$2.9M

9,121

0.6%

QQQ INVESCO QQQ TR

UNIT SER 1

$2.8M

4,868

0.5%

MSFT MICROSOFT CORP

COM

$2.6M

7,030

0.5%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$2.6M

4,305

0.5%

COST COSTCO WHOLESALE CORPORATION

COM

$2.5M

2,554

0.5%

SPHD INVESCO EXCH TRADED FD TR II

S&P500 HDL VOL

$2.5M

50,801

0.5%

SPYG SPDR SERIES TRUST

STATE STREET SPD

$2.3M

23,830

0.5%

VDC VANGUARD WORLD FD

CONSUM STP ETF

$2.2M

9,763

0.4%

AMZN AMAZON COM INC

COM

$2.1M

9,943

0.4%

STXF EA SERIES TRUST

STRIVE 500 ETF

$1.7M

39,681

0.3%

— EXXON MOBIL CORP

COM

$1.5M

8,978

0.3%

VPU VANGUARD WORLD FD

UTILITIES ETF

$1.5M

7,678

0.3%

VDE VANGUARD WORLD FD

ENERGY ETF

$1.5M

8,768

0.3%

GOOGL ALPHABET INC

CAP STK CL A

$1.5M

5,225

0.3%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$1.5M

4,576

0.3%

SMH VANECK ETF TRUST

SEMICONDUCTR ETF

$1.4M

3,542

0.3%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

38%前 6 大占比

TIDAL TRUST I10.7%SCHD8.1%VXUS5.0%SPYD4.9%VB4.9%JEPI4.4%