Calder Financial LLC
DOWNINGTOWN PA · SEC CIK 0002106810
$1.06亿2026Q2 申报市值
43持仓数
72.6%前十大占比 · 第一大 15.4%
5 / 2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
BIV 加仓+$91.59万
VANGUARD FIXED I 新建仓+$48.43万
MU 加仓+$36.72万
VCIT 加仓+$32.64万
TIP 加仓+$32.17万
2026Q2 卖出最多 按季末市值估算
VGSH 减仓-$345.15万
VTV 减仓-$52.22万
VUSB 减仓-$47.07万
SPY 减仓-$45.33万
VXUS 减仓-$33.27万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,436 | -100.0% | -$32.76万 | 清仓 |
| ACCO | ACCO BRANDS CORP | $0 | 0.00% | 0 | -32,050 | -100.0% | — | 清仓 |
| CWB | SPDR SERIES TRUST | $20.02万 | 0.19% | 1,856 | 1,856 | — | $20.02万 | 新建仓 |
| AOA | ISHARES TR | $21.76万 | 0.21% | 2,230 | 2,230 | — | $21.76万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $21.91万 | 0.21% | 419 | -11 | -2.6% | -$5,753 | 减仓 |
| IVV | ISHARES TR | $22.20万 | 0.21% | 296 | -98 | -24.9% | -$7.35万 | 减仓 |
| HACK | AMPLIFY ETF TR | $22.72万 | 0.21% | 2,165 | 2,165 | — | $22.72万 | 新建仓 |
| SOXX | ISHARES TR | $23.40万 | 0.22% | 365 | 365 | — | $23.40万 | 新建仓 |
| VHT | VANGUARD WORLD FD | $26.40万 | 0.25% | 883 | 2 | 0.2% | $598 | 加仓 |
| IFRA | ISHARES TR | $33.56万 | 0.32% | 5,323 | 92 | 1.8% | $5,800 | 加仓 |
| VDE | VANGUARD WORLD FD | $38.23万 | 0.36% | 2,546 | -467 | -15.5% | -$7.01万 | 减仓 |
| VAW | VANGUARD WORLD FD | $48.43万 | 0.46% | 2,117 | 64 | 3.1% | $1.46万 | 加仓 |
| — | VANGUARD FIXED INCOME SECS F | $48.43万 | 0.46% | 6,470 | 6,470 | — | $48.43万 | 新建仓 |
| AAPL | APPLE INC | $53.38万 | 0.50% | 1,845 | 54 | 3.0% | $1.56万 | 加仓 |
| VFH | VANGUARD WORLD FD | $53.94万 | 0.51% | 4,099 | -279 | -6.4% | -$3.67万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $54.94万 | 0.52% | 3,476 | -34 | -1.0% | -$5,373 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $55.66万 | 0.52% | 6,734 | 3,949 | 141.8% | $32.64万 | 加仓 |
| QQQ | INVESCO QQQ TR | $58.51万 | 0.55% | 795 | 40 | 5.3% | $2.94万 | 加仓 |
| AME | AMETEK INC | $71.75万 | 0.68% | 2,966 | -236 | -7.4% | -$5.71万 | 减仓 |
| GLD | SPDR GOLD TR | $72.76万 | 0.69% | 1,975 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $74.28万 | 0.70% | 3,712 | -84 | -2.2% | -$1.68万 | 减仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $78.18万 | 0.74% | 2,991 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $86.87万 | 0.82% | 20,518 | -262 | -1.3% | -$1.11万 | 减仓 |
| VGT | VANGUARD WORLD FD | $110.37万 | 1.04% | 9,235 | 971 | 11.7% | $11.61万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $131.51万 | 1.24% | 1,139 | 318 | 38.7% | $36.72万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $144.62万 | 1.36% | 28,792 | 1,104 | 4.0% | $5.55万 | 加仓 |
| MSFT | MICROSOFT CORP | $146.30万 | 1.38% | 3,922 | -54 | -1.4% | -$2.01万 | 减仓 |
| VPU | VANGUARD WORLD FD | $154.61万 | 1.46% | 7,899 | -329 | -4.0% | -$6.44万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $158.13万 | 1.49% | 18,496 | -3,892 | -17.4% | -$33.27万 | 减仓 |
| TIP | ISHARES TR | $161.90万 | 1.53% | 14,795 | 2,940 | 24.8% | $32.17万 | 加仓 |
| VV | VANGUARD INDEX FDS | $168.37万 | 1.59% | 4,896 | -22 | -0.4% | -$7,566 | 减仓 |
| VO | VANGUARD INDEX FDS | $172.16万 | 1.62% | 21,367 | 595 | 2.9% | $4.79万 | 加仓 |
| VDC | VANGUARD WORLD FD | $172.91万 | 1.63% | 7,668 | -989 | -11.4% | -$22.30万 | 减仓 |
| VB | VANGUARD INDEX FDS | $183.59万 | 1.73% | 6,057 | -603 | -9.1% | -$18.28万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $216.02万 | 2.04% | 8,774 | 86 | 1.0% | $2.12万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $234.53万 | 2.21% | 30,577 | 11,941 | 64.1% | $91.59万 | 加仓 |
| VIS | VANGUARD WORLD FD | $299.91万 | 2.83% | 8,322 | -577 | -6.5% | -$20.79万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $346.11万 | 3.26% | 4,635 | -607 | -11.6% | -$45.33万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $481.46万 | 4.54% | 55,893 | 189 | 0.3% | $1.63万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $487.69万 | 4.59% | 22,378 | -2,396 | -9.7% | -$52.22万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $530.98万 | 5.00% | 22,440 | -574 | -2.5% | -$13.58万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $760.89万 | 7.17% | 130,738 | -59,304 | -31.2% | -$345.15万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,331.20万 | 12.54% | 35,974 | -312 | -0.9% | -$11.55万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $1,597.10万 | 15.05% | 320,831 | -9,456 | -2.9% | -$47.07万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,637.24万 | 15.42% | 23,838 | 161 | 0.7% | $11.06万 | 加仓 |