Calder Financial LLC
DOWNINGTOWN PA · SEC CIK 0002106810
$1.01亿2026Q1 申报市值
40持仓数
75.0%前十大占比 · 第一大 16.3%
3 / 2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
VGSH 加仓+$81.66万
VIS 加仓+$68.53万
SPY 加仓+$40.17万
MU 新建仓+$30.20万
IFRA 新建仓+$30.18万
2026Q1 卖出最多 按季末市值估算
MGC 清仓-$45.76万
VOO 减仓-$36.68万
VBR 清仓-$27.21万
VTI 减仓-$19.65万
AAPL 减仓-$13.19万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| VUSB | VANGUARD BD INDEX FDS | $1,638.55万 | 16.27% | 330,287 | -580 | -0.2% | -$2.88万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,426.07万 | 14.16% | 23,677 | -609 | -2.5% | -$36.68万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,172.91万 | 11.64% | 36,286 | -608 | -1.6% | -$19.65万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $1,108.71万 | 11.01% | 190,042 | 13,998 | 8.0% | $81.66万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $496.38万 | 4.93% | 23,014 | -343 | -1.5% | -$7.40万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $487.23万 | 4.84% | 24,774 | -636 | -2.5% | -$12.51万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $409.94万 | 4.07% | 9,284 | -98 | -1.0% | -$4.33万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $343.48万 | 3.41% | 5,242 | 613 | 13.2% | $40.17万 | 加仓 |
| VIS | VANGUARD WORLD FD | $282.45万 | 2.80% | 8,899 | 2,159 | 32.0% | $68.53万 | 加仓 |
| VDC | VANGUARD WORLD FD | $193.69万 | 1.92% | 8,657 | -507 | -5.5% | -$11.34万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $180.04万 | 1.79% | 8,688 | 20 | 0.2% | $4,145 | 加仓 |
| VB | VANGUARD INDEX FDS | $175.43万 | 1.74% | 6,660 | 653 | 10.9% | $17.20万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $174.65万 | 1.73% | 22,388 | 230 | 1.0% | $1.79万 | 加仓 |
| VPU | VANGUARD WORLD FD | $163.72万 | 1.63% | 8,228 | 296 | 3.7% | $5.89万 | 加仓 |
| VO | VANGUARD INDEX FDS | $150.08万 | 1.49% | 5,193 | -24 | -0.5% | -$6,936 | 减仓 |
| VV | VANGUARD INDEX FDS | $148.03万 | 1.47% | 4,918 | -142 | -2.8% | -$4.27万 | 减仓 |
| MSFT | MICROSOFT CORP | $146.88万 | 1.46% | 3,976 | 8 | 0.2% | $2,955 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $143.31万 | 1.42% | 18,636 | -1,386 | -6.9% | -$10.66万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $138.08万 | 1.37% | 27,688 | -884 | -3.1% | -$4.41万 | 减仓 |
| TIP | ISHARES TR | $130.84万 | 1.30% | 11,855 | -359 | -2.9% | -$3.96万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $102.63万 | 1.02% | 20,780 | 30 | 0.1% | $1,482 | 加仓 |
| GLD | SPDR GOLD TR | $86.47万 | 0.86% | 1,975 | -62 | -3.0% | -$2.71万 | 减仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $86.00万 | 0.85% | 2,991 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $73.00万 | 0.72% | 1,033 | -169 | -14.1% | -$11.94万 | 减仓 |
| AME | AMETEK INC | $70.00万 | 0.69% | 3,202 | -144 | -4.3% | -$3.15万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $66.72万 | 0.66% | 3,796 | -508 | -11.8% | -$8.93万 | 减仓 |
| VFH | VANGUARD WORLD FD | $52.91万 | 0.53% | 4,378 | -170 | -3.7% | -$2.05万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $51.93万 | 0.52% | 3,510 | 584 | 20.0% | $8.64万 | 加仓 |
| VDE | VANGUARD WORLD FD | $50.26万 | 0.50% | 3,013 | -190 | -5.9% | -$3.17万 | 减仓 |
| VAW | VANGUARD WORLD FD | $46.89万 | 0.47% | 2,053 | 525 | 34.4% | $11.99万 | 加仓 |
| AAPL | APPLE INC | $45.79万 | 0.45% | 1,791 | -516 | -22.4% | -$13.19万 | 减仓 |
| QQQ | INVESCO QQQ TR | $44.09万 | 0.44% | 755 | -32 | -4.1% | -$1.87万 | 减仓 |
| — | HONEYWELL INTL INC | $32.76万 | 0.33% | 1,436 | 7 | 0.5% | $1,597 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $30.20万 | 0.30% | 821 | 821 | — | $30.20万 | 新建仓 |
| IFRA | ISHARES TR | $30.18万 | 0.30% | 5,231 | 5,231 | — | $30.18万 | 新建仓 |
| IVV | ISHARES TR | $25.93万 | 0.26% | 394 | -34 | -7.9% | -$2.24万 | 减仓 |
| VHT | VANGUARD WORLD FD | $24.18万 | 0.24% | 881 | 2 | 0.2% | $549 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $22.98万 | 0.23% | 2,785 | -478 | -14.6% | -$3.94万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $20.03万 | 0.20% | 430 | 13 | 3.1% | $6,054 | 加仓 |
| MGC | VANGUARD WORLD FD | $0 | 0.00% | 0 | -1,822 | -100.0% | -$45.76万 | 清仓 |
| VBR | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,285 | -100.0% | -$27.21万 | 清仓 |
| ACCO | ACCO BRANDS CORP | $0 | 0.00% | 32,050 | 32,050 | — | — | 新建仓 |