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 |
|---|---|---|---|---|---|---|---|---|
| PTC | PTC INC | $39.23万 | 0.01% | 3,453 | -1,165 | -25.2% | -$13.24万 | 减仓 |
| CFR | CULLEN FROST BANKERS INC | $39.19万 | 0.01% | 2,536 | 5 | 0.2% | $773 | 加仓 |
| COHU | COHU INC | $39.14万 | 0.01% | 5,296 | 5,296 | — | $39.14万 | 新建仓 |
| GVA | GRANITE CONSTR INC | $39.06万 | 0.01% | 2,471 | 48 | 2.0% | $7,588 | 加仓 |
| AMH | AMERICAN HOMES 4 RENT | $39.03万 | 0.01% | 11,643 | -1,224 | -9.5% | -$4.10万 | 减仓 |
| UNF | UNIFIRST CORP MASS | $38.93万 | 0.01% | 1,472 | -331 | -18.4% | -$8.75万 | 减仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $38.91万 | 0.01% | 2,626 | 2,626 | — | $38.91万 | 新建仓 |
| CAG | CONAGRA BRANDS INC | $38.77万 | 0.01% | 28,802 | 1,874 | 7.0% | $2.52万 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $38.64万 | 0.01% | 3,141 | -3,558 | -53.1% | -$43.77万 | 减仓 |
| RL | RALPH LAUREN CORP | $38.45万 | 0.01% | 958 | 958 | — | $38.45万 | 新建仓 |
| THC | TENET HEALTHCARE CORP | $38.45万 | 0.01% | 2,055 | -90 | -4.2% | -$1.68万 | 减仓 |
| PAYC | PAYCOM SOFTWARE INC | $38.22万 | 0.01% | 3,041 | -1,927 | -38.8% | -$24.22万 | 减仓 |
| MOG/A | MOOG INC | $38.02万 | 0.01% | 897 | 29 | 3.3% | $1.23万 | 加仓 |
| KC | KINGSOFT CLOUD HLDGS LTD | $37.95万 | 0.01% | 41,932 | 20,602 | 96.6% | $18.64万 | 加仓 |
| EIX | EDISON INTL | $37.71万 | 0.01% | 5,065 | -2 | -0.0% | -$149 | 减仓 |
| SGOL | ETFS GOLD TR | $37.71万 | 0.01% | 9,863 | 0 | 0.0% | — | 不变 |
| WDAY | WORKDAY INC | $37.61万 | 0.01% | 3,072 | -1,676 | -35.3% | -$20.52万 | 减仓 |
| DY | DYCOM INDS INC | $37.57万 | 0.01% | 743 | 77 | 11.6% | $3.89万 | 加仓 |
| DVA | DAVITA INC | $37.55万 | 0.01% | 1,688 | 7 | 0.4% | $1,557 | 加仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $37.55万 | 0.01% | 40,908 | 163 | 0.4% | $1,496 | 加仓 |
| ES | EVERSOURCE ENERGY | $37.52万 | 0.01% | 5,191 | 15 | 0.3% | $1,084 | 加仓 |
| EPAC | ENERPAC TOOL GROUP CORP | $37.44万 | 0.01% | 10,441 | -2,146 | -17.0% | -$7.70万 | 减仓 |
| KB | KB FINL GROUP INC | $37.29万 | 0.01% | 3,553 | 565 | 18.9% | $5.93万 | 加仓 |
| SITM | SITIME CORP | $37.28万 | 0.01% | 500 | -203 | -28.9% | -$15.13万 | 重新持有 |
| GSHD | GOOSEHEAD INS INC | $37.22万 | 0.01% | 7,675 | -1,615 | -17.4% | -$7.83万 | 减仓 |
| ITA | ISHARES TR | $37.16万 | 0.01% | 1,533 | 0 | 0.0% | — | 不变 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $36.90万 | 0.01% | 1,107 | 1,107 | — | $36.90万 | 新建仓 |
| EXLS | EXLSERVICE HLDGS INC | $36.88万 | 0.01% | 14,263 | -504 | -3.4% | -$1.30万 | 减仓 |
| FFIN | FIRST FINL BANKSHARES INC | $36.55万 | 0.01% | 10,563 | -2,595 | -19.7% | -$8.98万 | 减仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $36.44万 | 0.01% | 9,465 | 535 | 6.0% | $2.06万 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $36.07万 | 0.01% | 5,213 | 167 | 3.3% | $1.16万 | 加仓 |
| RHI | ROBERT HALF INC. | $35.87万 | 0.01% | 11,683 | 1,366 | 13.2% | $4.19万 | 加仓 |
| DIOD | DIODES INC | $35.80万 | 0.01% | 3,271 | 125 | 4.0% | $1.37万 | 加仓 |
| SLM | SLM CORP | $35.60万 | 0.01% | 13,724 | 1,128 | 9.0% | $2.93万 | 加仓 |
| BC | BRUNSWICK CORP | $35.38万 | 0.01% | 4,200 | 135 | 3.3% | $1.14万 | 加仓 |
| DLTR | DOLLAR TREE INC | $35.32万 | 0.01% | 2,920 | 191 | 7.0% | $2.31万 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $35.25万 | 0.01% | 4,323 | -314 | -6.8% | -$2.56万 | 重新持有 |
| FIZZ | NATIONAL BEVERAGE CORP | $35.22万 | 0.01% | 11,290 | 2,335 | 26.1% | $7.29万 | 加仓 |
| QGEN | QIAGEN NV | $35.15万 | 0.01% | 8,990 | 1,495 | 19.9% | $5.85万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $35.09万 | 0.01% | 2,236 | -512 | -18.6% | -$8.04万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $35.08万 | 0.01% | 4,189 | -6,243 | -59.8% | -$52.29万 | 减仓 |
| ICL | ICL GROUP LTD | $35.07万 | 0.01% | 70,429 | 2,267 | 3.3% | $1.13万 | 加仓 |
| XPO | XPO INC | $34.96万 | 0.01% | 1,703 | 128 | 8.1% | $2.63万 | 加仓 |
| FFIV | F5 INC | $34.73万 | 0.01% | 835 | 21 | 2.6% | $8,735 | 加仓 |
| PDFS | PDF SOLUTIONS INC | $34.67万 | 0.01% | 4,898 | 4,898 | — | $34.67万 | 新建仓 |
| GTY | GETTY RLTY CORP NEW | $34.56万 | 0.01% | 10,361 | -1,506 | -12.7% | -$5.02万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $34.51万 | 0.01% | 3,476 | -411 | -10.6% | -$4.08万 | 减仓 |
| MTZ | MASTEC INC | $34.49万 | 0.01% | 829 | 115 | 16.1% | $4.78万 | 加仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $34.25万 | 0.01% | 1,914 | 41 | 2.2% | $7,337 | 加仓 |
| BYD | BOYD GAMING CORP | $34.22万 | 0.01% | 3,874 | -63 | -1.6% | -$5,565 | 减仓 |
| MMSI | MERIT MED SYS INC | $34.10万 | 0.01% | 4,918 | -5,708 | -53.7% | -$39.58万 | 减仓 |
| FSLR | FIRST SOLAR INC | $34.00万 | 0.01% | 1,441 | 18 | 1.3% | $4,247 | 加仓 |
| MKC | MCCORMICK & CO INC | $33.90万 | 0.01% | 6,723 | -1,469 | -17.9% | -$7.41万 | 减仓 |
| HOG | HARLEY DAVIDSON INC | $33.87万 | 0.01% | 13,848 | 639 | 4.8% | $1.56万 | 加仓 |
| HAS | HASBRO INC | $33.82万 | 0.01% | 4,095 | 138 | 3.5% | $1.14万 | 加仓 |
| IDA | IDACORP INC | $33.63万 | 0.01% | 2,223 | 92 | 4.3% | $1.39万 | 加仓 |
| RLAY | RELAY THERAPEUTICS INC | $33.52万 | 0.01% | 17,916 | 26 | 0.1% | $486 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $33.43万 | 0.01% | 542 | 542 | — | $33.43万 | 新建仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $33.38万 | 0.01% | 2,972 | 1,240 | 71.6% | $13.93万 | 加仓 |
| FDS | FACTSET RESH SYS INC | $33.36万 | 0.01% | 1,450 | 138 | 10.5% | $3.18万 | 加仓 |
| KN | KNOWLES CORP | $33.34万 | 0.01% | 8,037 | 8,037 | — | $33.34万 | 新建仓 |
| RBLX | ROBLOX CORP | $33.32万 | 0.01% | 6,128 | -4,768 | -43.8% | -$25.93万 | 减仓 |
| CSGP | COSTAR GROUP INC | $33.31万 | 0.01% | 11,764 | -4,573 | -28.0% | -$12.95万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $33.25万 | 0.01% | 2,040 | 60 | 3.0% | $9,779 | 加仓 |
| DCO | DUCOMMUN INC DEL | $33.23万 | 0.01% | 1,794 | 40 | 2.3% | $7,408 | 加仓 |
| CTRE | CARETRUST REIT INC | $32.98万 | 0.01% | 8,173 | 503 | 6.6% | $2.03万 | 加仓 |
| APTV | APTIV PLC | $32.97万 | 0.01% | 5,372 | -7,894 | -59.5% | -$48.45万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $32.91万 | 0.01% | 2,638 | 2,638 | — | $32.91万 | 新建仓 |
| HLMN | HILLMAN SOLUTIONS CORP | $32.87万 | 0.01% | 38,944 | -6,742 | -14.8% | -$5.69万 | 减仓 |
| RIG | TRANSOCEAN LTD | $32.73万 | 0.01% | 66,924 | -6,851 | -9.3% | -$3.35万 | 减仓 |
| KHC | KRAFT HEINZ CO | $32.51万 | 0.01% | 13,762 | 3,510 | 34.2% | $8.29万 | 加仓 |
| MHO | M/I HOMES INC | $32.50万 | 0.01% | 2,021 | 149 | 8.0% | $2.40万 | 加仓 |
| TTAN | SERVICETITAN INC | $32.26万 | 0.01% | 4,562 | 4,562 | — | $32.26万 | 新建仓 |
| ESGU | ISHARES TR | $32.21万 | 0.01% | 1,968 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $32.04万 | 0.01% | 4,475 | -720 | -13.9% | -$5.15万 | 减仓 |
| AIZ | ASSURANT INC | $32.04万 | 0.01% | 1,193 | 36 | 3.1% | $9,667 | 加仓 |
| AMCR | AMCOR PLC | $31.99万 | 0.01% | 7,380 | -3,765 | -33.8% | -$16.32万 | 减仓 |
| ESGD | ISHARES TR | $31.91万 | 0.01% | 3,104 | 0 | 0.0% | — | 不变 |
| MAA | MID-AMER APT CMNTYS INC | $31.82万 | 0.01% | 2,290 | -72 | -3.0% | -$1.00万 | 减仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $31.78万 | 0.01% | 6,101 | 25 | 0.4% | $1,302 | 加仓 |
| MRNA | MODERNA INC | $31.72万 | 0.01% | 4,529 | 4,529 | — | $31.72万 | 新建仓 |
| CCI | CROWN CASTLE INC | $31.69万 | 0.01% | 4,184 | -1,396 | -25.0% | -$10.57万 | 减仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $31.64万 | 0.01% | 7,055 | 1,022 | 16.9% | $4.58万 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $31.62万 | 0.01% | 2,841 | 522 | 22.5% | $5.81万 | 加仓 |
| MTRN | MATERION CORP | $31.55万 | 0.01% | 1,061 | 1,061 | — | $31.55万 | 新建仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $31.47万 | 0.01% | 719 | 32 | 4.7% | $1.40万 | 加仓 |
| FER | FERROVIAL NV | $31.47万 | 0.01% | 4,586 | 126 | 2.8% | $8,645 | 加仓 |
| ROG | ROGERS CORP | $31.35万 | 0.01% | 1,915 | 28 | 1.5% | $4,584 | 加仓 |
| TNL | TRAVEL PLUS LEISURE CO | $31.21万 | 0.01% | 4,083 | 73 | 1.8% | $5,579 | 加仓 |
| VOYA | VOYA FINANCIAL INC | $31.19万 | 0.01% | 3,445 | 17 | 0.5% | $1,539 | 加仓 |
| SYBT | STOCK YDS BANCORP INC | $31.18万 | 0.01% | 4,078 | -610 | -13.0% | -$4.66万 | 减仓 |
| AA | ALCOA CORP | $30.98万 | 0.01% | 5,942 | 1,060 | 21.7% | $5.53万 | 加仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $30.96万 | 0.01% | 4,143 | 112 | 2.8% | $8,369 | 加仓 |
| MLPB | UBS AG LONDON BRANCH | $30.83万 | 0.01% | 10,702 | 0 | 0.0% | — | 不变 |
| JAAA | JANUS DETROIT STR TR | $30.66万 | 0.01% | 6,073 | 6,073 | — | $30.66万 | 新建仓 |
| FLTR | VANECK ETF TRUST | $30.57万 | 0.01% | 11,938 | 0 | 0.0% | — | 不变 |
| INVH | INVITATION HOMES INC | $30.51万 | 0.01% | 10,098 | 560 | 5.9% | $1.69万 | 加仓 |
| GBCI | GLACIER BANCORP INC NEW | $30.49万 | 0.01% | 5,912 | 95 | 1.6% | $4,900 | 加仓 |
| TRP | TC ENERGY CORP | $30.47万 | 0.01% | 4,597 | 4,597 | — | $30.47万 | 新建仓 |
| ACI | ALBERTSONS COMPANIES INC | $30.45万 | 0.01% | 22,508 | 22,508 | — | $30.45万 | 新建仓 |