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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 129 项
建仓 10
增持 68
减持 41
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
—
TIDAL TRUST I
-$3.5M
1,331,658
-2%
减持
NVDA
NVIDIA CORPORATION
-$3.5M
17,426
-52%
增持
VB
VANGUARD INDEX FDS
+$3.1M
86,511
+14%
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
SCHD
SCHWAB STRATEGIC TR
+$2.9M
1,297,379
+8%
增持
VXUS
VANGUARD STAR FDS
+$2.8M
306,224
+11%
增持
VUG
VANGUARD INDEX FDS
+$2.7M
40,791
+14%
增持
FLBL
FRANKLIN TEMPLETON ETF TR
+$2.6M
658,685
+24%
增持
LVHI
LEGG MASON ETF INVT
+$2.6M
353,895
+18%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$2.2M
247,670
+23%
增持
FPE
FIRST TR EXCH TRADED FD III
+$1.8M
575,855
+21%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.7M
369,666
+9%
增持
VTV
VANGUARD INDEX FDS
+$1.7M
35,486
+30%
减持
AVGO
BROADCOM INC
-$1.3M
604
-87%
减持
BIL
SPDR SERIES TRUST
-$1.2M
143,618
-8%
清仓
IDV
ISHARES TR
-$1.2M
0
-100%
增持
SPYD
SPDR SERIES TRUST
+$1.1M
519,643
+7%
减持
PULS
PGIM ETF TR
-$976.6K
222,153
-8%
增持
SJNK
SPDR SERIES TRUST
+$952.2K
626,985
+8%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$935.6K
51,568
+7%
清仓
PFF
ISHARES TR
-$923.8K
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$917.7K
5,140
+37%
减持
NOBL
PROSHARES TR
-$893.3K
2,581
-77%
清仓
SCHO
SCHWAB STRATEGIC TR
-$842.7K
0
-100%
增持
HYLB
DBX ETF TR
+$829.6K
173,261
+16%
清仓
DIV
GLOBAL X FDS
-$823.1K
0
-100%
增持
AOK
ISHARES TR
+$796.2K
174,567
+13%
增持
MLPX
GLOBAL X FDS
+$737.0K
296,655
+8%
增持
LQD
ISHARES TR
+$709.7K
63,720
+13%
增持
VTIP
VANGUARD MALVERN FDS
+$652.5K
106,656
+17%
减持
USFR
WISDOMTREE TR
-$624.3K
108,751
-10%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$581.6K
72,036
+16%
增持
VGT
VANGUARD WORLD FD
+$556.8K
22,947
+2%
清仓
ORCL
ORACLE CORP
-$517.2K
0
-100%
增持
QQQ
INVESCO QQQ TR
+$487.3K
4,072
+21%
增持
STXF
EA SERIES TRUST
+$397.9K
32,683
+35%
减持
MSFT
MICROSOFT CORP
-$388.2K
6,116
-5%
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$371.6K
14,574
-4%
清仓
NFLX
NETFLIX INC
-$354.9K
0
-100%
减持
GOOGL
ALPHABET INC
+$346.6K
5,294
-2%
建仓
HCA
HCA HEALTHCARE INC
+$342.2K
733
减持
SLV
ISHARES SILVER TR
+$340.0K
17,102
-5%
减持
META
META PLATFORMS INC
-$332.8K
1,109
-24%
减持
VTI
VANGUARD INDEX FDS
-$299.0K
5,169
-17%
增持
SMH
VANECK ETF TRUST
+$275.8K
2,966
+22%
增持
BND
VANGUARD BD INDEX FDS
+$269.8K
86,878
+5%
建仓
VOOG
VANGUARD ADMIRAL FDS INC
+$268.5K
604
清仓
FERG
FERGUSON ENTERPRISES INC
-$252.3K
0
-100%
增持
VOX
VANGUARD WORLD FD
+$251.3K
26,176
+2%
减持
VHT
VANGUARD WORLD FD
+$246.5K
17,788
-5%
建仓
CSCO
CISCO SYS INC
+$240.8K
3,126
增持
SPHD
INVESCO EXCH TRADED FD TR II
+$237.7K
43,724
+16%
增持
BKAG
BNY MELLON ETF TRUST
+$235.2K
109,178
+6%
建仓
MU
MICRON TECHNOLOGY INC
+$232.4K
814
建仓
PFE
PFIZER INC
+$227.0K
9,116
清仓
BNDX
VANGUARD CHARLOTTE FDS
-$217.4K
0
-100%
建仓
IVES
WEDBUSH SER TR
+$217.2K
6,872
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$211.5K
49,058
+6%
建仓
AKRE
PROFESIONALLY MANAGED PORTFO
+$211.3K
3,226
建仓
DTD
WISDOMTREE TR
+$210.9K
2,485
增持
SPHY
SPDR SERIES TRUST
+$204.9K
154,466
+7%
建仓
MS
MORGAN STANLEY
+$202.0K
1,138
清仓
RTX
RTX CORPORATION
-$201.8K
0
-100%
减持
GLD
SPDR GOLD TR
+$201.6K
9,133
-5%
增持
AIQ
GLOBAL X FDS
+$199.6K
20,902
+20%
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$197.2K
7,550
+34%
增持
MUNI
PIMCO ETF TR
+$185.3K
24,778
+16%
减持
AMZN
AMAZON COM INC
-$181.6K
7,679
-14%
减持
COST
COSTCO WHSL CORP NEW
-$181.4K
2,647
-1%
减持
LOW
LOWES COS INC
-$180.5K
3,780
-13%
减持
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$160.8K
4,238
-13%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$160.4K
9,608
+39%
增持
SHLD
GLOBAL X FDS
+$150.0K
11,152
+37%
增持
MMIT
NEW YORK LIFE INVTS ACTIVE E
+$149.7K
42,612
+17%
减持
VDE
VANGUARD WORLD FD
-$147.5K
12,079
-9%
增持
—
EXXON MOBIL CORP
+$139.1K
8,863
+8%
增持
DTCR
GLOBAL X FDS
+$135.5K
24,253
+32%
增持
UTWO
RBB FD INC
+$129.2K
23,778
+13%
增持
UTRE
RBB FD INC
+$128.9K
23,231
+13%
增持
FMHI
FIRST TR EXCH TRADED FD III
+$127.8K
17,895
+16%
增持
OBIL
RBB FD INC
+$127.1K
23,075
+13%
增持
XBIL
RBB FD INC
+$126.9K
23,116
+13%
减持
ETHE
GRAYSCALE ETHEREUM TRUST ETF
-$126.4K
8,224
-14%
增持
VCR
VANGUARD WORLD FD
+$118.8K
12,830
+3%
增持
SCHP
SCHWAB STRATEGIC TR
+$118.2K
90,725
+7%
减持
UNH
UNITEDHEALTH GROUP INC
-$115.6K
607
-34%
增持
GOOG
ALPHABET INC
+$112.6K
1,341
+6%
清仓
AGNC
AGNC INVT CORP
-$106.1K
0
-100%
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$101.9K
62,083
+16%
增持
SPYG
SPDR SERIES TRUST
+$97.8K
23,788
+2%
建仓
GAB
GABELLI EQUITY TR INC
+$94.6K
15,325
减持
PPA
INVESCO EXCHANGE TRADED FD T
-$92.5K
2,092
-23%
减持
CMI
CUMMINS INC
-$92.5K
686
-35%
减持
VFH
VANGUARD WORLD FD
+$88.2K
51,841
-0%
减持
VYM
VANGUARD WHITEHALL FDS
+$88.0K
50,815
-1%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$84.8K
4,013
+16%
增持
ARKF
ARK ETF TR
+$81.1K
15,156
+34%
减持
TIP
ISHARES TR
-$70.2K
1,890
-24%
增持
VIS
VANGUARD WORLD FD
+$68.9K
14,272
+1%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$59.5K
7,885
+18%
增持
TSLA
TESLA INC
+$59.2K
1,881
+6%
增持
SCHX
SCHWAB STRATEGIC TR
+$58.7K
13,107
+17%
减持
PG
PROCTER AND GAMBLE CO
-$51.6K
4,711
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$50.6K
1,640
+7%
增持
GEV
GE VERNOVA INC
+$49.6K
631
+7%
减持
JPM
JPMORGAN CHASE & CO.
-$49.4K
930
-16%
减持
MRK
MERCK & CO INC
+$48.8K
2,680
-4%
增持
HD
HOME DEPOT INC
-$40.0K
683
+1%
增持
BTC
GRAYSCALE BITCOIN MINI TR ET
-$36.0K
8,281
+18%
增持
IWD
ISHARES TR
+$32.2K
3,928
+1%
增持
VNQ
VANGUARD INDEX FDS
-$30.4K
12,201
+0%
减持
CVX
CHEVRON CORP NEW
-$29.9K
6,575
-1%
增持
XLE
SELECT SECTOR SPDR TR
-$26.4K
4,944
+78%
减持
CSX
CSX CORP
-$25.4K
6,666
-11%
增持
VDC
VANGUARD WORLD FD
-$18.9K
11,954
+0%
增持
IWF
ISHARES TR
+$17.0K
2,115
+1%
增持
VPU
VANGUARD WORLD FD
-$16.2K
8,650
+1%
减持
KO
COCA COLA CO
+$13.7K
4,297
-1%
减持
WMT
WALMART INC
+$12.3K
4,229
-5%
减持
VAW
VANGUARD WORLD FD
-$12.2K
4,317
-3%
增持
SHW
SHERWIN WILLIAMS CO
+$11.9K
9,293
+7%
减持
IJH
ISHARES TR
-$8.4K
3,661
-4%
增持
SO
SOUTHERN CO
+$7.1K
2,429
+12%
减持
AAPL
APPLE INC
+$5.8K
27,337
-6%
增持
FSTA
FIDELITY COVINGTON TRUST
-$5.0K
13,034
+1%
减持
SPY
SPDR S&P 500 ETF TR
+$3.2K
4,679
-2%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$3.1K
6,713
-0%
减持
V
VISA INC
+$2.3K
864
-2%
增持
RWR
SPDR SERIES TRUST
-$2.2K
2,304
+1%
减持
IJR
ISHARES TR
-$1.7K
1,706
-2%