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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
$517.5M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 118 项
建仓 26
增持 52
减持 34
清仓 6
方向
标的
Δ市值
现股数(环比)
建仓
VGT
VANGUARD WORLD FD
+$14.4M
21,765
建仓
FLBL
FRANKLIN TEMPLETON ETF TR
+$8.6M
356,750
建仓
VFH
VANGUARD WORLD FD
+$6.9M
54,121
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
LVHI
LEGG MASON ETF INVT
+$6.8M
208,481
建仓
KNG
FIRST TR EXCHANGE-TRADED FD
+$6.7M
136,836
建仓
FPE
FIRST TR EXCH TRADED FD III
+$5.7M
321,142
减持
LQD
ISHARES TR
-$5.7M
92,385
-37%
减持
BND
VANGUARD BD INDEX FDS
-$5.6M
125,106
-38%
减持
AOK
ISHARES TR
-$5.5M
252,063
-38%
减持
—
TIDAL TRUST I
+$5.2M
1,357,278
-3%
减持
VHT
VANGUARD WORLD FD
-$4.7M
1,983
-90%
建仓
VCR
VANGUARD WORLD FD
+$4.6M
12,828
建仓
VOX
VANGUARD WORLD FD
+$4.5M
26,412
减持
HYG
ISHARES TR
-$4.5M
44,782
-56%
减持
DIV
GLOBAL X FDS
-$4.5M
121,947
-65%
减持
NOBL
PROSHARES TR
-$4.3M
24,815
-63%
增持
VUG
VANGUARD INDEX FDS
+$4.2M
30,871
+23%
减持
IDV
ISHARES TR
-$4.2M
80,252
-64%
建仓
VIS
VANGUARD WORLD FD
+$4.1M
14,669
减持
SCHO
SCHWAB STRATEGIC TR
-$4.1M
90,532
-65%
减持
PFF
ISHARES TR
-$4.1M
71,158
-65%
增持
VXUS
VANGUARD STAR FDS
+$3.2M
235,626
+12%
增持
NVDA
NVIDIA CORPORATION
+$3.2M
34,821
+64%
增持
VB
VANGUARD INDEX FDS
+$3.1M
64,182
+18%
减持
TIP
ISHARES TR
-$2.9M
25,284
-51%
减持
VYM
VANGUARD WHITEHALL FDS
-$2.9M
44,458
-35%
减持
SPYD
SPDR SERIES TRUST
-$1.8M
450,729
-5%
减持
GLD
SPDR GOLD TR
-$1.7M
9,182
-41%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.5M
42,670
+14%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.5M
302,416
+10%
建仓
AVGO
BROADCOM INC
+$1.4M
5,185
增持
MSFT
MICROSOFT CORP
+$1.3M
6,332
+32%
建仓
VNQ
VANGUARD INDEX FDS
+$1.1M
12,521
增持
VTV
VANGUARD INDEX FDS
+$1.1M
21,549
+36%
建仓
VAW
VANGUARD WORLD FD
+$898.0K
4,609
增持
SJNK
SPDR SERIES TRUST
+$720.4K
528,055
+4%
增持
HYLB
DBX ETF TR
+$679.6K
120,728
+16%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$659.1K
1,530
-42%
建仓
XT
ISHARES TR
+$636.8K
9,760
增持
SCHD
SCHWAB STRATEGIC TR
+$574.9K
1,083,885
+8%
增持
VTIP
VANGUARD MALVERN FDS
+$529.8K
74,171
+16%
增持
AMZN
AMAZON COM INC
+$514.2K
9,102
+17%
增持
META
META PLATFORMS INC
+$474.6K
1,452
+40%
建仓
ORCL
ORACLE CORP
+$425.7K
1,947
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$408.7K
49,614
+16%
增持
SPYG
SPDR SERIES TRUST
+$401.7K
23,218
+3%
减持
BIL
SPDR SERIES TRUST
-$386.0K
190,700
-2%
增持
SPY
SPDR S&P 500 ETF TR
+$369.0K
4,604
+4%
增持
VPU
VANGUARD WORLD FD
+$353.1K
8,425
+27%
增持
QQQ
INVESCO QQQ TR
+$350.6K
2,583
+13%
建仓
SPYV
SPDR SERIES TRUST
+$331.5K
6,334
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$310.4K
3,303
增持
IWD
ISHARES TR
+$303.4K
3,893
+62%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$298.9K
3,856
+44%
建仓
AIRR
FIRST TR EXCHANGE TRADED FD
+$297.2K
3,651
减持
MSTR
MICROSTRATEGY INC
+$296.6K
2,680
-2%
建仓
GEV
GE VERNOVA INC
+$291.0K
550
建仓
PHO
INVESCO EXCHANGE TRADED FD T
+$284.7K
4,073
增持
MLPX
GLOBAL X FDS
+$282.5K
250,390
+4%
清仓
T
AT&T INC
-$255.4K
0
-100%
建仓
BTC
GRAYSCALE BITCOIN MINI TR ET
+$243.0K
5,089
清仓
IVV
ISHARES TR
-$240.8K
0
-100%
清仓
SO
SOUTHERN CO
-$238.3K
0
-100%
建仓
IJH
ISHARES TR
+$232.1K
3,743
建仓
GOOG
ALPHABET INC
+$229.6K
1,294
减持
PULS
PGIM ETF TR
-$229.6K
294,957
-2%
增持
UTRE
RBB FD INC
+$224.1K
15,872
+39%
增持
NFLX
NETFLIX INC
+$223.5K
364
+29%
清仓
PEP
PEPSICO INC
-$222.1K
0
-100%
增持
UTWO
RBB FD INC
+$221.8K
16,287
+39%
增持
IWF
ISHARES TR
+$221.7K
2,102
+13%
增持
OBIL
RBB FD INC
+$220.6K
15,728
+39%
增持
XBIL
RBB FD INC
+$220.6K
15,746
+39%
清仓
DUK
DUKE ENERGY CORP NEW
-$214.0K
0
-100%
清仓
JNJ
JOHNSON & JOHNSON
-$210.8K
0
-100%
增持
VDC
VANGUARD WORLD FD
+$210.8K
12,374
+8%
增持
STXF
EA SERIES TRUST
+$208.4K
14,743
+39%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$207.5K
704
建仓
XLE
SELECT SECTOR SPDR TR
+$206.4K
2,434
建仓
RTX
RTX CORPORATION
+$204.1K
1,398
建仓
CASY
CASEYS GEN STORES INC
+$204.1K
400
增持
VTI
VANGUARD INDEX FDS
+$201.7K
5,063
+4%
增持
SMH
VANECK ETF TRUST
+$195.4K
1,691
+29%
减持
VOO
VANGUARD INDEX FDS
+$175.6K
3,899
-2%
增持
AIQ
GLOBAL X FDS
+$155.9K
12,642
+16%
增持
CVX
CHEVRON CORP NEW
-$153.7K
6,734
+1%
减持
USFR
WISDOMTREE TR
-$136.8K
145,815
-2%
增持
TSLA
TESLA INC
+$132.4K
1,599
+10%
增持
VDE
VANGUARD WORLD FD
+$126.0K
14,604
+17%
增持
SPHD
INVESCO EXCH TRADED FD TR II
+$115.8K
30,565
+15%
减持
GE
GE AEROSPACE
+$114.2K
2,220
-3%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$111.8K
4,143
+30%
减持
COST
COSTCO WHSL CORP NEW
+$111.3K
2,627
-0%
增持
JPM
JPMORGAN CHASE & CO.
+$109.3K
1,295
+19%
减持
GOOGL
ALPHABET INC
+$108.1K
5,759
-2%
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$103.9K
54,518
+22%
减持
LOW
LOWES COS INC
-$97.5K
4,591
-4%
增持
UNH
UNITEDHEALTH GROUP INC
-$95.9K
962
+27%
减持
ABBV
ABBVIE INC
-$86.3K
2,215
-7%
增持
WMT
WALMART INC
+$79.5K
4,857
+8%
减持
MUNI
PIMCO ETF TR
-$79.1K
13,880
-10%
增持
PPA
INVESCO EXCHANGE TRADED FD T
+$71.7K
2,547
+3%
增持
CMI
CUMMINS INC
+$69.2K
1,156
+17%
减持
MMIT
NEW YORK LIFE INVTS ACTIVE E
-$67.4K
23,903
-10%
增持
V
VISA INC
+$64.8K
909
+24%
增持
—
EXXON MOBIL CORP
-$64.3K
8,551
+3%
增持
SLV
ISHARES SILVER TR
+$62.1K
16,973
+6%
增持
AAPL
APPLE INC
-$58.6K
28,525
+7%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$56.4K
6,487
+11%
减持
MRK
MERCK & CO INC
-$49.9K
2,834
-7%
减持
FMHI
FIRST TR EXCH TRADED FD III
-$47.7K
10,108
-7%
增持
PG
PROCTER AND GAMBLE CO
-$22.6K
4,802
+4%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$18.9K
4,232
-8%
减持
—
PINNACLE FINL PARTNERS INC
-$13.6K
1,874
-10%
减持
RWR
SPDR SERIES TRUST
-$12.1K
2,288
-3%
减持
FSTA
FIDELITY COVINGTON TRUST
-$7.6K
12,957
-1%
增持
HD
HOME DEPOT INC
+$4.3K
759
+1%
增持
KO
COCA COLA CO
-$3.3K
3,936
+0%
