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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 128 项
建仓 13
增持 62
减持 49
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
—
TIDAL TRUST I
+$4.6M
1,358,695
+0%
建仓
BKAG
BNY MELLON ETF TRUST
+$4.4M
103,100
增持
VHT
VANGUARD WORLD FD
+$4.4M
18,774
+847%
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。
增持
FLBL
FRANKLIN TEMPLETON ETF TR
+$4.2M
532,868
+49%
增持
VXUS
VANGUARD STAR FDS
+$4.1M
276,985
+18%
增持
VB
VANGUARD INDEX FDS
+$4.1M
75,755
+18%
增持
SCHD
SCHWAB STRATEGIC TR
+$4.0M
1,197,392
+10%
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$3.9M
46,333
减持
LQD
ISHARES TR
-$3.8M
56,621
-39%
增持
VUG
VANGUARD INDEX FDS
+$3.7M
35,915
+16%
增持
LVHI
LEGG MASON ETF INVT
+$3.6M
300,090
+44%
减持
AOK
ISHARES TR
-$3.6M
154,612
-39%
清仓
HYG
ISHARES TR
-$3.6M
0
-100%
建仓
SPHY
SPDR SERIES TRUST
+$3.5M
144,165
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$3.2M
201,942
+48%
减持
BIL
SPDR SERIES TRUST
-$3.1M
156,406
-18%
减持
BND
VANGUARD BD INDEX FDS
-$3.0M
82,900
-34%
增持
FPE
FIRST TR EXCH TRADED FD III
+$3.0M
475,192
+48%
减持
PULS
PGIM ETF TR
-$2.7M
240,682
-18%
减持
TIP
ISHARES TR
-$2.5M
2,499
-90%
增持
VGT
VANGUARD WORLD FD
+$2.3M
22,421
+3%
建仓
SCHP
SCHWAB STRATEGIC TR
+$2.3M
84,791
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$2.2M
340,270
+13%
增持
SPYD
SPDR SERIES TRUST
+$2.2M
485,102
+8%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.7M
48,186
+13%
减持
IDV
ISHARES TR
-$1.6M
31,721
-60%
增持
AAPL
APPLE INC
+$1.6M
29,164
+2%
增持
MLPX
GLOBAL X FDS
+$1.5M
274,590
+10%
增持
SJNK
SPDR SERIES TRUST
+$1.5M
582,934
+10%
减持
SCHO
SCHWAB STRATEGIC TR
-$1.4M
34,537
-62%
减持
NOBL
PROSHARES TR
-$1.3M
11,273
-55%
减持
DIV
GLOBAL X FDS
-$1.3M
46,526
-62%
增持
VTV
VANGUARD INDEX FDS
+$1.3M
27,281
+27%
增持
VYM
VANGUARD WHITEHALL FDS
+$1.3M
51,117
+15%
减持
PFF
ISHARES TR
-$1.3M
29,215
-59%
增持
NVDA
NVIDIA CORPORATION
+$1.3M
36,220
+4%
减持
USFR
WISDOMTREE TR
-$1.2M
121,279
-17%
增持
HYLB
DBX ETF TR
+$1.1M
149,599
+24%
增持
VTIP
VANGUARD MALVERN FDS
+$894.1K
91,303
+23%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$732.8K
62,007
+25%
建仓
ARKF
ARK ETF TR
+$640.8K
11,281
增持
GLD
SPDR GOLD TR
+$618.9K
9,615
+5%
增持
QQQ
INVESCO QQQ TR
+$589.4K
3,355
+30%
建仓
SHLD
GLOBAL X FDS
+$572.5K
8,151
增持
VTI
VANGUARD INDEX FDS
+$493.2K
6,192
+22%
增持
STXF
EA SERIES TRUST
+$452.3K
24,141
+64%
增持
SPHD
INVESCO EXCH TRADED FD TR II
+$407.4K
37,635
+23%
增持
MUNI
PIMCO ETF TR
+$400.5K
21,296
+53%
建仓
DTCR
GLOBAL X FDS
+$376.3K
18,373
增持
SPY
SPDR S&P 500 ETF TR
+$342.7K
4,785
+4%
建仓
ETHE
GRAYSCALE ETHEREUM TRUST ETF
+$326.8K
9,537
增持
SMH
VANECK ETF TRUST
+$320.8K
2,428
+44%
增持
MMIT
NEW YORK LIFE INVTS ACTIVE E
+$317.0K
36,504
+53%
增持
AIQ
GLOBAL X FDS
+$311.2K
17,483
+38%
减持
VOX
VANGUARD WORLD FD
+$299.9K
25,660
-3%
减持
GOOGL
ALPHABET INC
+$295.5K
5,390
-6%
建仓
SCHX
SCHWAB STRATEGIC TR
+$294.0K
11,163
减持
VCR
VANGUARD WORLD FD
+$287.4K
12,458
-3%
清仓
PHO
INVESCO EXCHANGE TRADED FD T
-$284.7K
0
-100%
增持
TSLA
TESLA INC
+$278.8K
1,769
+11%
增持
FMHI
FIRST TR EXCH TRADED FD III
+$257.9K
15,364
+52%
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$247.9K
5,638
+54%
增持
OBIL
RBB FD INC
+$241.7K
20,498
+30%
增持
XBIL
RBB FD INC
+$240.8K
20,530
+30%
增持
UTRE
RBB FD INC
+$238.5K
20,645
+30%
增持
UTWO
RBB FD INC
+$235.0K
21,117
+30%
增持
SPYG
SPDR SERIES TRUST
+$227.2K
23,350
+1%
增持
MSTR
STRATEGY INC
-$218.2K
2,685
+0%
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$217.4K
4,395
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$212.9K
6,921
+67%
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$207.5K
0
-100%
清仓
—
PINNACLE FINL PARTNERS INC
-$206.9K
0
-100%
建仓
IJR
ISHARES TR
+$206.7K
1,740
增持
SLV
ISHARES SILVER TR
+$204.8K
17,978
+6%
建仓
SO
SOUTHERN CO
+$204.7K
2,160
增持
MSFT
MICROSOFT CORP
+$196.3K
6,460
+2%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$173.4K
4,848
+47%
减持
VDC
VANGUARD WORLD FD
-$165.9K
11,903
-4%
增持
GE
GE AEROSPACE
+$142.0K
2,372
+7%
增持
COST
COSTCO WHSL CORP NEW
-$136.5K
2,662
+1%
减持
NFLX
NETFLIX INC
-$132.6K
296
-19%
增持
VPU
VANGUARD WORLD FD
+$129.7K
8,536
+1%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$126.7K
6,704
+58%
增持
BTC
GRAYSCALE BITCOIN MINI TR ET
+$113.7K
7,045
+38%
建仓
AGNC
AGNC INVT CORP
+$106.1K
10,835
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$103.0K
3,446
-11%
减持
AVGO
BROADCOM INC
+$102.2K
4,642
-10%
减持
ORCL
ORACLE CORP
+$91.5K
1,839
-6%
减持
IWF
ISHARES TR
+$91.3K
2,101
-0%
减持
VOO
VANGUARD INDEX FDS
+$91.1K
3,765
-3%
增持
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$82.1K
15,238
+1%
减持
VIS
VANGUARD WORLD FD
+$81.2K
14,140
-4%
减持
GOOG
ALPHABET INC
+$78.7K
1,266
-2%
减持
LOW
LOWES COS INC
+$73.5K
4,345
-5%
增持
GEV
GE VERNOVA INC
+$71.8K
590
+7%
减持
VDE
VANGUARD WORLD FD
-$71.1K
13,257
-9%
减持
CVX
CHEVRON CORP NEW
+$67.8K
6,646
-1%
减持
CSX
CSX CORP
-$65.8K
7,520
-26%
减持
CMI
CUMMINS INC
+$64.1K
1,048
-9%
增持
PPA
INVESCO EXCHANGE TRADED FD T
+$59.3K
2,703
+6%
减持
VFH
VANGUARD WORLD FD
-$57.5K
52,058
-4%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$43.2K
6,719
+4%
减持
AMZN
AMAZON COM INC
-$42.7K
8,900
-2%
减持
FERG
FERGUSON ENTERPRISES INC
-$42.4K
1,123
-17%
增持
XLE
SELECT SECTOR SPDR TR
+$41.0K
2,770
+14%
减持
PG
PROCTER AND GAMBLE CO
-$38.3K
4,730
-1%
增持
IWD
ISHARES TR
+$37.9K
3,900
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$30.5K
1,539
+1%
减持
JPM
JPMORGAN CHASE & CO.
-$26.3K
1,107
-15%
减持
V
VISA INC
-$22.0K
881
-3%
减持
ABBV
ABBVIE INC
+$20.8K
1,865
-16%
减持
SPYV
SPDR SERIES TRUST
+$18.5K
6,327
-0%
增持
IJH
ISHARES TR
+$17.9K
3,832
+2%
增持
FSTA
FIDELITY COVINGTON TRUST
-$16.6K
12,965
+0%
减持
WMT
WALMART INC
-$16.0K
4,452
-8%
减持
UNH
UNITEDHEALTH GROUP INC
+$15.8K
915
-5%
增持
UBSI
UNITED BANKSHARES INC WEST V
+$12.1K
10,881
+1%
减持
VAW
VANGUARD WORLD FD
+$10.2K
4,433
-4%
减持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$9.8K
53,663
-2%
减持
MRK
MERCK & CO INC
+$8.9K
2,779
-2%
增持
KO
COCA COLA CO
+$8.2K
4,322
+10%
减持
RWR
SPDR SERIES TRUST
+$7.9K
2,279
-0%
减持
META
META PLATFORMS INC
-$6.7K
1,450
-0%
减持
—
EXXON MOBIL CORP
+$5.7K
8,226
-4%
减持
VNQ
VANGUARD INDEX FDS
-$5.1K
12,142
-3%
减持
HD
HOME DEPOT INC
-$3.4K
678
-11%
减持
SHW
SHERWIN WILLIAMS CO
-$3.4K
8,662
-1%
减持
RTX
RTX CORPORATION
-$2.3K
1,206
-14%
