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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 133 项
建仓 10
增持 64
减持 47
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
VGT
VANGUARD WORLD FD
-$16.5M
1,083
-95%
增持
BKAG
BNY MELLON ETF TRUST
+$8.9M
320,689
+194%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$7.9M
145,227
+196%
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。
清仓
VFH
VANGUARD WORLD FD
-$6.9M
0
-100%
增持
SPHY
SPDR SERIES TRUST
+$6.9M
453,267
+193%
增持
VYM
VANGUARD WHITEHALL FDS
+$6.7M
94,578
+86%
增持
SCHD
SCHWAB STRATEGIC TR
+$6.5M
1,371,246
+6%
清仓
VOX
VANGUARD WORLD FD
-$5.1M
0
-100%
清仓
VCR
VANGUARD WORLD FD
-$5.1M
0
-100%
增持
MLPX
GLOBAL X FDS
+$4.9M
309,224
+4%
增持
SCHP
SCHWAB STRATEGIC TR
+$4.6M
262,584
+189%
减持
VHT
VANGUARD WORLD FD
-$4.6M
1,992
-89%
增持
GLD
SPDR GOLD TR
+$3.2M
15,896
+74%
增持
VXUS
VANGUARD STAR FDS
+$2.9M
337,085
+10%
增持
VB
VANGUARD INDEX FDS
+$2.9M
96,187
+11%
增持
SPYD
SPDR SERIES TRUST
+$2.8M
556,216
+7%
增持
VTV
VANGUARD INDEX FDS
+$2.6M
47,870
+35%
减持
BIL
SPDR SERIES TRUST
-$2.5M
116,134
-19%
增持
LVHI
LEGG MASON ETF INVT
+$2.2M
375,882
+6%
减持
—
TIDAL TRUST I
-$2.2M
1,324,146
-1%
减持
PULS
PGIM ETF TR
-$2.1M
180,139
-19%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.8M
405,584
+10%
增持
FLBL
FRANKLIN TEMPLETON ETF TR
+$1.4M
733,549
+11%
增持
LQD
ISHARES TR
+$1.3M
75,937
+19%
增持
SJNK
SPDR SERIES TRUST
+$1.2M
684,920
+9%
增持
HYLB
DBX ETF TR
+$1.2M
209,424
+21%
增持
BND
VANGUARD BD INDEX FDS
+$1.2M
103,300
+19%
增持
AOK
ISHARES TR
+$1.1M
203,036
+16%
增持
VTIP
VANGUARD MALVERN FDS
+$1.1M
127,408
+19%
减持
USFR
WISDOMTREE TR
-$1.0M
87,899
-19%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$965.7K
269,732
+9%
增持
VUG
VANGUARD INDEX FDS
+$874.5K
47,563
+17%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$800.8K
85,950
+19%
增持
FPE
FIRST TR EXCH TRADED FD III
+$793.0K
635,777
+10%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$716.0K
56,029
+9%
减持
VOO
VANGUARD INDEX FDS
-$651.2K
4,305
-16%
建仓
IVV
ISHARES TR
+$550.6K
843
减持
VIS
VANGUARD WORLD FD
-$470.0K
12,134
-15%
增持
—
EXXON MOBIL CORP
+$456.5K
8,978
+1%
增持
SPHD
INVESCO EXCH TRADED FD TR II
+$421.5K
50,801
+16%
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$393.0K
70,184
+13%
增持
MSFT
MICROSOFT CORP
-$355.2K
7,030
+15%
减持
CVX
CHEVRON CORPORATION
+$354.9K
6,559
-0%
增持
SHLD
GLOBAL X FDS
+$341.1K
15,015
+35%
增持
SPY
STATE STR SPDR S&P 500 ETF T
+$334.6K
5,421
+16%
减持
VDC
VANGUARD WORLD FD
-$332.5K
9,763
-18%
增持
AAPL
APPLE INC
-$318.8K
28,028
+3%
增持
QQQ
INVESCO QQQ TR
+$308.3K
4,868
+20%
增持
AMZN
AMAZON COM INC
+$298.3K
9,943
+29%
增持
SMH
VANECK ETF TRUST
+$289.9K
3,542
+19%
建仓
T
AT&T INC
+$285.8K
9,858
增持
DTCR
GLOBAL X FDS
+$283.6K
33,193
+37%
清仓
VOOG
VANGUARD ADMIRAL FDS INC
-$268.5K
0
-100%
减持
VTI
VANGUARD INDEX FDS
-$264.9K
4,576
-11%
减持
COST
COSTCO WHOLESALE CORPORATION
+$262.4K
2,554
-4%
建仓
BALT
INNOVATOR ETFS TRUST
+$262.3K
7,839
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$254.6K
3,136
-22%
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$254.0K
14,069
-3%
清仓
HD
HOME DEPOT INC
-$235.0K
0
-100%
减持
UTRE
RBB FD INC
-$232.9K
18,690
-20%
清仓
WSBC
WESBANCO INC
-$232.7K
0
-100%
建仓
MCD
MCDONALDS CORP
+$231.7K
745
减持
OBIL
RBB FD INC
-$230.1K
18,535
-20%
减持
XBIL
RBB FD INC
-$228.9K
18,560
-20%
减持
UTWO
RBB FD INC
-$227.9K
19,198
-19%
建仓
CAT
CATERPILLAR INC
+$225.4K
318
增持
STXF
EA SERIES TRUST
+$224.6K
39,681
+21%
建仓
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$220.0K
651
清仓
IVES
WEDBUSH SER TR
-$217.2K
0
-100%
清仓
AKRE
PROFESIONALLY MANAGED PORTFO
-$211.3K
0
-100%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$210.6K
3,286
增持
SPYG
SPDR SERIES TRUST
-$205.0K
23,830
+0%
建仓
JNJ
JOHNSON & JOHNSON
+$204.8K
838
清仓
MS
MORGAN STANLEY
-$202.0K
0
-100%
清仓
UNH
UNITEDHEALTH GROUP INC
-$200.4K
0
-100%
清仓
ETHE
GRAYSCALE ETHEREUM TRUST ETF
-$200.4K
0
-100%
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$199.8K
8,504
+13%
减持
GOOGL
ALPHABET INC
-$154.4K
5,225
-1%
增持
GEV
GE VERNOVA INC
+$140.2K
633
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$133.6K
1,999
+22%
增持
TSLA
TESLA INC
-$118.0K
1,958
+4%
增持
GOOG
ALPHABET INC
+$115.1K
1,868
+39%
减持
MUNI
PIMCO ETF TR
-$112.6K
22,724
-8%
减持
MMIT
NEW YORK LIFE INVTS ACTIVE E
-$94.8K
39,077
-8%
增持
WMT
WALMART INC
+$94.3K
4,551
+8%
增持
CIBR
FIRST TR EXCHANGE-TRADED FD
+$91.6K
12,413
+29%
减持
SHW
SHERWIN WILLIAMS CO
-$87.5K
9,121
-2%
减持
FMHI
FIRST TR EXCH TRADED FD III
-$84.6K
16,263
-9%
建仓
IBRX
IMMUNITYBIO INC
+$81.6K
10,642
增持
JPM
JPMORGAN CHASE & CO
+$81.1K
1,294
+39%
增持
SO
SOUTHERN CO
+$81.0K
3,033
+25%
减持
VPU
VANGUARD WORLD FD
-$79.3K
7,678
-11%
增持
NVDA
NVIDIA CORPORATION
+$73.6K
19,058
+9%
减持
XLE
SELECT SECTOR SPDR TR
+$73.4K
4,806
-3%
增持
AIQ
GLOBAL X FDS
+$73.2K
24,347
+16%
减持
MSTR
STRATEGY INC
-$73.0K
2,684
-0%
增持
META
META PLATFORMS INC
-$72.4K
1,153
+4%
减持
V
VISA INC
-$71.8K
765
-11%
清仓
FSCO
FS CREDIT OPPORTUNITIES CORP
-$70.0K
0
-100%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$69.1K
4,303
+2%
增持
ARKF
ARK ETF TR
+$63.1K
20,651
+36%
增持
MU
MICRON TECHNOLOGY INC
+$59.0K
863
+6%
减持
FIBK
FIRST INTST BANCSYSTEM INC
-$57.9K
8,625
-14%
增持
GE
GE AEROSPACE
-$55.2K
2,380
+0%
减持
UBSI
UNITED BANKSHARES INC WEST V
-$51.6K
8,841
-19%
增持
FSTA
FIDELITY COVINGTON TRUST
+$45.5K
13,122
+1%
增持
MRK
MERCK & CO INC
+$45.2K
2,721
+2%
增持
BTC
GRAYSCALE BITCOIN MINI TR ET
-$40.8K
9,335
+13%
减持
VAW
VANGUARD WORLD FD
+$40.3K
4,155
-4%
减持
NOBL
PROSHARES TR
-$37.3K
2,182
-15%
减持
VNQ
VANGUARD INDEX FDS
-$34.7K
11,781
-3%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$33.4K
7,224
-8%
减持
PFE
PFIZER INC
+$26.6K
9,030
-1%
减持
SCHX
SCHWAB STRATEGIC TR
-$25.3K
12,768
-3%
减持
PG
PROCTER & GAMBLE CO
-$25.0K
4,501
-4%
减持
LOW
LOWES COS INC
-$20.8K
3,770
-0%
增持
ABBV
ABBVIE INC
+$19.1K
2,048
+10%
减持
PPA
INVESCO EXCHANGE TRADED FD T
+$17.5K
2,083
-0%
增持
IWD
ISHARES TR
+$13.4K
3,930
+0%
减持
KO
COCA COLA CO
+$13.0K
4,120
-4%
增持
RWR
SPDR SERIES TRUST
+$7.9K
2,320
+1%
减持
SLV
ISHARES SILVER TR
+$6.7K
16,267
-5%
增持
IJH
ISHARES TR
+$5.8K
3,664
+0%
减持
CSX
CSX CORP
+$4.5K
5,997
-10%
减持
HCA
HCA HEALTHCARE INC
+$4.2K
732
-0%
减持
VDE
VANGUARD WORLD FD
-$3.8K
8,768
-27%
减持
DTD
WISDOMTREE TR
+$2.3K
2,469
-1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$2.1K
6,639
-1%
减持
CSCO
CISCO SYS INC
-$1.7K
3,081
-1%
增持
AVGO
BROADCOM INC
+$1.4K
680
+13%
增持
TIP
ISHARES TR
+$1.1K
1,892
+0%
减持
IJR
ISHARES TR
+$343
1,652
-3%
建仓
GAB-R
GABELLI EQUITY TR INC
+$107
15,330
