Callan Family Office, LLC
RADNOR PA · SEC CIK 0001938970
$51.15亿2026Q2 申报市值
1,226持仓数
25.3%前十大占比 · 第一大 3.9%
117 / 37新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IVV 加仓+$858.45万
KLAC 加仓+$828.62万
IEFA 加仓+$765.64万
ITOT 加仓+$751.47万
AAPL 加仓+$646.86万
2026Q2 卖出最多 按季末市值估算
SNY 减仓-$482.92万
WDC 减仓-$396.07万
EW 减仓-$284.05万
HON 减仓-$241.80万
CCL 清仓-$209.19万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| LRCX | LAM RESEARCH CORP | $1,550.32万 | 0.30% | 35,777 | 162 | 0.5% | $7.02万 | 加仓 |
| CSCO | CISCO SYS INC | $1,564.47万 | 0.31% | 133,192 | 1,081 | 0.8% | $12.70万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1,614.65万 | 0.32% | 21,158 | 1,967 | 10.2% | $150.11万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $1,623.70万 | 0.32% | 112,282 | -5,954 | -5.0% | -$86.10万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,627.66万 | 0.32% | 228,443 | -9,213 | -3.9% | -$65.64万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,648.39万 | 0.32% | 64,905 | 245 | 0.4% | $6.22万 | 加仓 |
| NVS | NOVARTIS AG | $1,691.35万 | 0.33% | 107,922 | 972 | 0.9% | $15.23万 | 加仓 |
| CVS | CVS HEALTH CORP | $1,706.87万 | 0.33% | 164,995 | -108 | -0.1% | -$1.12万 | 减仓 |
| IWM | ISHARES TR | $1,757.24万 | 0.34% | 58,487 | 69 | 0.1% | $2.07万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $1,772.43万 | 0.35% | 121,308 | -6,769 | -5.3% | -$98.90万 | 减仓 |
| IWD | ISHARES TR | $1,787.12万 | 0.35% | 73,717 | 4,333 | 6.2% | $105.04万 | 加仓 |
| IWR | ISHARES TR | $1,845.66万 | 0.36% | 167,300 | -818 | -0.5% | -$9.02万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $1,857.04万 | 0.36% | 217,223 | 36,692 | 20.3% | $313.68万 | 加仓 |
| WFC | WELLS FARGO & CO | $1,876.79万 | 0.37% | 227,104 | -7,319 | -3.1% | -$60.48万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,890.13万 | 0.37% | 20,205 | 483 | 2.4% | $45.18万 | 加仓 |
| COHR | COHERENT CORP | $1,906.63万 | 0.37% | 48,334 | 755 | 1.6% | $29.78万 | 加仓 |
| IEMG | ISHARES INC | $1,930.11万 | 0.38% | 232,992 | 45,174 | 24.1% | $374.22万 | 加仓 |
| BAC | BANK OF AMER CORP | $1,931.84万 | 0.38% | 339,038 | 2,027 | 0.6% | $11.55万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $2,002.51万 | 0.39% | 217,027 | -8,690 | -3.8% | -$80.18万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $2,062.94万 | 0.40% | 114,031 | -1,209 | -1.0% | -$21.87万 | 减仓 |
| WMT | WALMART INC | $2,075.90万 | 0.41% | 183,286 | 1,578 | 0.9% | $17.87万 | 加仓 |
| NFLX | NETFLIX INC. | $2,110.49万 | 0.41% | 295,587 | 9,833 | 3.4% | $70.21万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $2,115.61万 | 0.41% | 20,918 | 82 | 0.4% | $8.29万 | 加仓 |
| CAT | CATERPILLAR INC | $2,141.29万 | 0.42% | 20,108 | 849 | 4.4% | $90.41万 | 加仓 |
| RTX | RTX CORPORATION | $2,166.39万 | 0.42% | 114,183 | -1,036 | -0.9% | -$19.66万 | 减仓 |
| AMAT | APPLIED MATLS INC | $2,224.69万 | 0.43% | 30,770 | 2,377 | 8.4% | $171.86万 | 加仓 |
| KLAC | KLA CORP | $2,323.30万 | 0.45% | 77,004 | 27,464 | 55.4% | $828.62万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $2,388.70万 | 0.47% | 46,509 | 231 | 0.5% | $11.86万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $2,482.54万 | 0.49% | 59,730 | 351 | 0.6% | $14.59万 | 加仓 |
| ITOT | ISHARES TR | $2,507.57万 | 0.49% | 152,649 | 45,746 | 42.8% | $751.47万 | 加仓 |
| IVE | ISHARES TR | $2,561.71万 | 0.50% | 112,821 | -1,521 | -1.3% | -$34.54万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $2,581.64万 | 0.50% | 69,767 | 2,015 | 3.0% | $74.56万 | 加仓 |
| IVW | ISHARES TR | $2,689.96万 | 0.53% | 195,591 | 915 | 0.5% | $12.58万 | 加仓 |
| IJR | ISHARES TR | $2,741.62万 | 0.54% | 184,857 | 22,188 | 13.6% | $329.07万 | 加仓 |
| APH | AMPHENOL CORP | $2,964.30万 | 0.58% | 168,121 | 4,299 | 2.6% | $75.80万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $3,016.04万 | 0.59% | 283,702 | -79 | -0.0% | -$8,398 | 减仓 |
| VO | VANGUARD INDEX FDS | $3,211.66万 | 0.63% | 398,618 | 47,738 | 13.6% | $384.62万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3,247.89万 | 0.63% | 64,907 | 2,519 | 4.0% | $126.05万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $3,354.46万 | 0.66% | 102,480 | 1,557 | 1.5% | $50.97万 | 加仓 |
| GE | GE AEROSPACE | $3,688.28万 | 0.72% | 98,688 | 2,655 | 2.8% | $99.23万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $3,778.59万 | 0.74% | 65,046 | 4,245 | 7.0% | $246.60万 | 加仓 |
| IJH | ISHARES TR | $3,956.27万 | 0.77% | 513,069 | 9,660 | 1.9% | $74.49万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3,987.15万 | 0.78% | 53,392 | 36 | 0.1% | $2.69万 | 加仓 |
| TSLA | TESLA INC | $4,101.65万 | 0.80% | 97,519 | -2,968 | -3.0% | -$124.83万 | 减仓 |
| QQQ | INVESCO QQQ TR | $4,101.76万 | 0.80% | 55,700 | 300 | 0.5% | $22.09万 | 加仓 |
| IWF | ISHARES TR | $4,102.68万 | 0.80% | 330,408 | 12,180 | 3.8% | $151.24万 | 加仓 |
| ASML | ASML HLDG NV | $4,546.91万 | 0.89% | 22,855 | -254 | -1.1% | -$50.53万 | 减仓 |
| V | VISA INC | $4,842.25万 | 0.95% | 141,136 | 8,788 | 6.6% | $301.51万 | 加仓 |
| META | META PLATFORMS INC | $4,983.17万 | 0.97% | 88,465 | -697 | -0.8% | -$39.26万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $5,364.41万 | 1.05% | 112,327 | -3,027 | -2.6% | -$144.56万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $5,628.50万 | 1.10% | 48,762 | -613 | -1.2% | -$70.76万 | 减仓 |
| LLY | ELI LILLY & CO | $6,563.47万 | 1.28% | 54,722 | 1,768 | 3.3% | $212.06万 | 加仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $7,264.53万 | 1.42% | 219,190 | -3,443 | -1.5% | -$114.11万 | 减仓 |
| AVGO | BROADCOM INC | $8,039.79万 | 1.57% | 212,834 | 10,711 | 5.3% | $404.61万 | 加仓 |
| GOOGL | ALPHABET INC | $8,963.67万 | 1.75% | 250,823 | 9,943 | 4.1% | $355.33万 | 加仓 |
| IEFA | ISHARES TR | $1.05亿 | 2.05% | 1,086,316 | 79,275 | 7.9% | $765.64万 | 加仓 |
| AMZN | AMAZON COM INC | $1.08亿 | 2.12% | 454,551 | 2,477 | 0.5% | $59.04万 | 加仓 |
| GOOG | ALPHABET INC | $1.20亿 | 2.35% | 339,487 | -232 | -0.1% | -$8.20万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1.23亿 | 2.40% | 178,743 | -971 | -0.5% | -$66.69万 | 减仓 |
| MSFT | MICROSOFT CORP | $1.28亿 | 2.51% | 344,079 | 840 | 0.2% | $31.33万 | 加仓 |
| IVV | ISHARES TR | $1.59亿 | 3.11% | 212,091 | 11,463 | 5.7% | $858.45万 | 加仓 |
| AAPL | APPLE INC | $1.78亿 | 3.47% | 613,564 | 22,355 | 3.8% | $646.86万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2.01亿 | 3.93% | 1,004,009 | 27,745 | 2.8% | $555.15万 | 加仓 |