Callan Family Office, LLC
RADNOR PA · SEC CIK 0001938970
$44.07亿2026Q1 申报市值
1,131持仓数
25.0%前十大占比 · 第一大 3.9%
85 / 51新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AZN 新建仓+$1,308.52万
IEFA 加仓+$703.80万
IEMG 加仓+$530.37万
FISV 加仓+$503.33万
OXY 加仓+$365.86万
2026Q1 卖出最多 按季末市值估算
IWD 减仓-$3,374.68万
IWF 减仓-$1,587.10万
ACWX 减仓-$1,207.47万
AZN 清仓-$1,187.12万
IWM 减仓-$1,019.58万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $1.70亿 | 3.86% | 976,264 | -6,301 | -0.6% | -$109.89万 | 减仓 |
| AAPL | APPLE INC | $1.50亿 | 3.40% | 591,209 | -10,500 | -1.7% | -$266.48万 | 减仓 |
| IVV | ISHARES TR | $1.31亿 | 2.97% | 200,628 | 751 | 0.4% | $49.06万 | 加仓 |
| MSFT | MICROSOFT CORP | $1.27亿 | 2.88% | 343,239 | -18,438 | -5.1% | -$682.52万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1.07亿 | 2.44% | 179,714 | -2,954 | -1.6% | -$176.52万 | 减仓 |
| GOOG | ALPHABET INC | $9,745.17万 | 2.21% | 339,719 | -14,313 | -4.0% | -$410.58万 | 减仓 |
| AMZN | AMAZON COM INC | $9,415.35万 | 2.14% | 452,074 | -6,870 | -1.5% | -$143.08万 | 减仓 |
| IEFA | ISHARES TR | $9,116.74万 | 2.07% | 1,007,041 | 77,742 | 8.4% | $703.80万 | 加仓 |
| GOOGL | ALPHABET INC | $6,926.75万 | 1.57% | 240,880 | -5,913 | -2.4% | -$170.03万 | 减仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $6,402.36万 | 1.45% | 222,633 | -6,182 | -2.7% | -$177.78万 | 减仓 |
| AVGO | BROADCOM INC | $6,255.92万 | 1.42% | 202,123 | -3,589 | -1.7% | -$111.08万 | 减仓 |
| META | META PLATFORMS INC | $5,101.25万 | 1.16% | 89,162 | 1,184 | 1.3% | $67.74万 | 加仓 |
| LLY | ELI LILLY & CO | $4,870.51万 | 1.11% | 52,954 | -1,639 | -3.0% | -$150.75万 | 减仓 |
| V | VISA INC | $4,000.10万 | 0.91% | 132,348 | -9,729 | -6.8% | -$294.05万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3,898.39万 | 0.88% | 115,354 | 1,603 | 1.4% | $54.17万 | 加仓 |
| TSLA | TESLA INC | $3,735.60万 | 0.85% | 100,487 | -1,635 | -1.6% | -$60.78万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3,469.95万 | 0.79% | 53,356 | 766 | 1.5% | $49.82万 | 加仓 |
| IJH | ISHARES TR | $3,399.52万 | 0.77% | 503,409 | -6,062 | -1.2% | -$40.94万 | 减仓 |
| IWF | ISHARES TR | $3,392.31万 | 0.77% | 79,557 | -37,221 | -31.9% | -$1,587.10万 | 减仓 |
| QQQ | INVESCO QQQ TR | $3,197.60万 | 0.73% | 55,400 | 1,195 | 2.2% | $68.97万 | 加仓 |
| ASML | ASML HLDG NV | $3,052.33万 | 0.69% | 23,109 | -1,022 | -4.2% | -$134.99万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,989.64万 | 0.68% | 62,388 | -2,395 | -3.7% | -$114.77万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $2,968.76万 | 0.67% | 100,923 | -3,319 | -3.2% | -$97.63万 | 减仓 |
| NFLX | NETFLIX INC. | $2,747.53万 | 0.62% | 285,754 | -40,622 | -12.4% | -$390.58万 | 减仓 |
| GE | GE AEROSPACE | $2,725.13万 | 0.62% | 96,033 | 4,590 | 5.0% | $130.25万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $2,660.16万 | 0.60% | 283,781 | -4,692 | -1.6% | -$43.98万 | 减仓 |
| VO | VANGUARD INDEX FDS | $2,519.14万 | 0.57% | 87,720 | -969 | -1.1% | -$27.83万 | 减仓 |
| IVE | ISHARES TR | $2,414.33万 | 0.55% | 114,342 | -2,885 | -2.5% | -$60.92万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $2,312.33万 | 0.52% | 46,278 | 2,775 | 6.4% | $138.66万 | 加仓 |
| WMT | WALMART INC | $2,258.26万 | 0.51% | 181,708 | 4,768 | 2.7% | $59.26万 | 加仓 |
| RTX | RTX CORPORATION | $2,222.57万 | 0.50% | 115,219 | -5,669 | -4.7% | -$109.35万 | 减仓 |
| IVW | ISHARES TR | $2,201.99万 | 0.50% | 194,676 | -4,003 | -2.0% | -$45.28万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $2,173.54万 | 0.49% | 67,752 | 6,097 | 9.9% | $195.60万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $2,121.29万 | 0.48% | 225,717 | -1,978 | -0.9% | -$18.59万 | 减仓 |
| APH | AMPHENOL CORP | $2,069.89万 | 0.47% | 163,822 | 4,740 | 3.0% | $59.89万 | 加仓 |
| IJR | ISHARES TR | $2,022.14万 | 0.46% | 162,669 | 19,964 | 14.0% | $248.17万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,965.17万 | 0.45% | 19,722 | 652 | 3.4% | $64.97万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $1,905.37万 | 0.43% | 115,240 | -5,258 | -4.4% | -$86.94万 | 减仓 |
| WFC | WELLS FARGO & CO | $1,866.24万 | 0.42% | 234,423 | -11,418 | -4.6% | -$90.90万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,762.73万 | 0.40% | 20,836 | -498 | -2.3% | -$42.13万 | 减仓 |
| CVX | CHEVRON CORPORATION | $1,759.92万 | 0.40% | 85,061 | -3,463 | -3.9% | -$71.65万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $1,677.17万 | 0.38% | 128,077 | -9,436 | -6.9% | -$123.56万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $1,668.07万 | 0.38% | 49,375 | -2,007 | -3.9% | -$67.80万 | 减仓 |
| — | EXXON MOBIL CORP | $1,665.04万 | 0.38% | 98,140 | -2,752 | -2.7% | -$46.69万 | 减仓 |
| BAC | BANK AMERICA CORP | $1,642.93万 | 0.37% | 337,011 | -21,154 | -5.9% | -$103.13万 | 减仓 |
| IWR | ISHARES TR | $1,634.61万 | 0.37% | 168,118 | -22,302 | -11.7% | -$216.84万 | 减仓 |
| NVS | NOVARTIS AG | $1,633.66万 | 0.37% | 106,950 | 2,103 | 2.0% | $32.12万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $1,623.93万 | 0.37% | 35,227 | -2,200 | -5.9% | -$101.42万 | 减仓 |
| COR | CENCORA INC | $1,617.27万 | 0.37% | 51,482 | -5,082 | -9.0% | -$159.65万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,606.72万 | 0.36% | 59,379 | -1,644 | -2.7% | -$44.48万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,580.55万 | 0.36% | 64,660 | -2,738 | -4.1% | -$66.93万 | 减仓 |
| GSK | GSK PLC | $1,554.56万 | 0.35% | 281,675 | -4,254 | -1.5% | -$23.48万 | 减仓 |
| LOW | LOWES COS INC | $1,526.51万 | 0.35% | 64,606 | -4,392 | -6.4% | -$103.77万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,522.90万 | 0.35% | 237,656 | 10,176 | 4.5% | $65.21万 | 加仓 |
| ITOT | ISHARES TR | $1,522.62万 | 0.35% | 106,903 | 3,755 | 3.6% | $53.48万 | 加仓 |
| IWD | ISHARES TR | $1,482.53万 | 0.34% | 69,384 | -157,939 | -69.5% | -$3,374.68万 | 减仓 |
| FDX | FEDEX CORP | $1,472.05万 | 0.33% | 41,329 | -820 | -1.9% | -$29.21万 | 减仓 |
| SPGI | S&P GLOBAL INC | $1,461.87万 | 0.33% | 34,370 | -4,623 | -11.9% | -$196.63万 | 减仓 |
| IWM | ISHARES TR | $1,448.77万 | 0.33% | 58,418 | -41,112 | -41.3% | -$1,019.58万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $1,446.26万 | 0.33% | 103,771 | -2,099 | -2.0% | -$29.25万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $1,402.63万 | 0.32% | 118,236 | -2,739 | -2.3% | -$32.49万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $1,392.07万 | 0.32% | 180,531 | 7,171 | 4.1% | $55.30万 | 加仓 |
| CAT | CATERPILLAR INC | $1,364.42万 | 0.31% | 19,259 | -332 | -1.7% | -$23.52万 | 减仓 |
| MRK | MERCK & CO INC | $1,361.01万 | 0.31% | 113,144 | 3,873 | 3.5% | $46.59万 | 加仓 |
| ABBV | ABBVIE INC | $1,321.21万 | 0.30% | 60,748 | 2,350 | 4.0% | $51.11万 | 加仓 |
| IEMG | ISHARES INC | $1,310.03万 | 0.30% | 187,818 | 76,038 | 68.0% | $530.37万 | 加仓 |
| AZN | ASTRAZENECA PLC | $1,308.52万 | 0.30% | 66,457 | 66,457 | — | $1,308.52万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,236.87万 | 0.28% | 60,801 | 1,167 | 2.0% | $23.74万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $1,226.83万 | 0.28% | 67,249 | -6,081 | -8.3% | -$110.94万 | 减仓 |
| SHEL | SHELL PLC | $1,221.94万 | 0.28% | 131,391 | 733 | 0.6% | $6.82万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $1,220.18万 | 0.28% | 70,348 | -5,895 | -7.7% | -$102.25万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,206.54万 | 0.27% | 223,227 | -4,948 | -2.2% | -$26.74万 | 减仓 |
| CVS | CVS HEALTH CORP | $1,185.77万 | 0.27% | 165,103 | 9,799 | 6.3% | $70.38万 | 加仓 |
| AMGN | AMGEN INC | $1,173.50万 | 0.27% | 33,352 | -1,091 | -3.2% | -$38.39万 | 减仓 |
| SNY | SANOFI SA | $1,173.39万 | 0.27% | 243,542 | 35,530 | 17.1% | $171.18万 | 加仓 |
| ROST | ROSS STORES INC | $1,167.80万 | 0.26% | 53,908 | -5,212 | -8.8% | -$112.91万 | 减仓 |
| ORCL | ORACLE CORP | $1,149.33万 | 0.26% | 78,127 | -2,450 | -3.0% | -$36.04万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $1,141.56万 | 0.26% | 18,509 | -444 | -2.3% | -$27.38万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $1,136.00万 | 0.26% | 110,646 | -9,942 | -8.2% | -$102.07万 | 减仓 |
| COHR | COHERENT CORP | $1,133.38万 | 0.26% | 47,579 | -6,612 | -12.2% | -$157.50万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,122.07万 | 0.25% | 76,707 | 16,645 | 27.7% | $243.48万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $1,119.46万 | 0.25% | 172,225 | 56,286 | 48.5% | $365.86万 | 加仓 |
| CSCO | CISCO SYS INC | $1,025.05万 | 0.23% | 132,111 | -4,780 | -3.5% | -$37.09万 | 减仓 |
| KO | COCA COLA CO | $1,005.30万 | 0.23% | 132,189 | -6,268 | -4.5% | -$47.67万 | 减仓 |
| EMGF | ISHARES INC | $984.49万 | 0.22% | 162,914 | 28,122 | 20.9% | $169.94万 | 加仓 |
| AMAT | APPLIED MATLS INC | $970.45万 | 0.22% | 28,393 | -2,007 | -6.6% | -$68.60万 | 减仓 |
| COP | CONOCOPHILLIPS | $951.33万 | 0.22% | 72,070 | 1,095 | 1.5% | $14.45万 | 加仓 |
| IAU | ISHARES GOLD TR | $950.44万 | 0.22% | 107,808 | 1,424 | 1.3% | $12.55万 | 加仓 |
| MET | METLIFE INC | $922.98万 | 0.21% | 130,512 | -2,425 | -1.8% | -$17.15万 | 减仓 |
| GLD | SPDR GOLD TR | $917.42万 | 0.21% | 21,321 | 2,415 | 12.8% | $103.92万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $909.13万 | 0.21% | 18,496 | -1,606 | -8.0% | -$78.94万 | 减仓 |
| HD | HOME DEPOT INC | $907.88万 | 0.21% | 27,604 | -609 | -2.2% | -$20.03万 | 减仓 |
| LIN | LINDE PLC | $900.69万 | 0.20% | 18,168 | -278 | -1.5% | -$13.78万 | 减仓 |
| SSD | SIMPSON MFG INC | $896.65万 | 0.20% | 52,246 | 668 | 1.3% | $11.46万 | 加仓 |
| BA | BOEING CO | $893.98万 | 0.20% | 44,917 | 6,315 | 16.4% | $125.69万 | 加仓 |
| EFA | ISHARES TR | $893.59万 | 0.20% | 91,999 | 1,653 | 1.8% | $16.06万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $891.47万 | 0.20% | 29,472 | -1,679 | -5.4% | -$50.79万 | 减仓 |
| CI | THE CIGNA GROUP | $890.65万 | 0.20% | 33,389 | 8,561 | 34.5% | $228.36万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $888.55万 | 0.20% | 61,517 | -2,908 | -4.5% | -$42.00万 | 减仓 |
| DIS | DISNEY WALT CO | $880.32万 | 0.20% | 91,339 | -5,511 | -5.7% | -$53.11万 | 减仓 |