13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0001938970
申报总市值
US$51.1亿
US$51.1亿
848 檔
11.9%
在 Q3 2025 的 13F 官方备案中，Callan Family Office, LLC 管理的美股投资组合规模来到 US$51.1亿，整体持股档数为 848 档。
在 Q3 2025，Callan Family Office, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 0 个新仓位，并对 50 个既有持股进行加仓（合计增持 50 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Callan Family Office, LLC 的前 5 大核心持股（包含 MSFT, NVDA, AAPL 等）合计占整体申报市值的 11.9%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 848 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | 股票-科技 | 4.80% | -0.37% | -1.25% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 4.46% | +0.07% | -4.62% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.00% | +0.07% | +4.84% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.66% | +0.14% | -7.24% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.41% | -0.02% | -4.21% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.26% | +0.14% | -1.43% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.26% | -0.02% | -1.50% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.74% | -0.19% | -5.31% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 1.52% | +0.15% | -0.00% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.51% | +0.18% | -0.90% | |
| 11 | TSLA | Tesla Inc | 股票-周期性消费 | 1.17% | -0.05% | +9.11% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 1.12% | +0.04% | -2.89% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.09% | -0.01% | -2.21% | |
| 14 | NFLX | Netflix Inc | 股票-通信服务 | 1.08% | -0.21% | -5.58% | |
| 15 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.99% | +0.17% | -5.23% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.97% | — | -3.68% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.86% | +0.03% | -28.23% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.76% | -0.04% | -4.77% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.76% | -0.01% | -2.71% | |
| 20 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.75% | +0.03% | +8.65% | |
| 21 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.70% | -0.05% | -5.18% | |
| 22 | GE | General Electric | 股票-工业 | 0.65% | +0.10% | +2.40% | |
| 23 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.63% | -0.09% | -5.34% | |
| 24 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.61% | +0.17% | -3.61% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.60% | +0.01% | -1.75% | |
| 26 | MA | Mastercard Inc - A | 股票-金融 | 0.59% | -0.05% | -6.79% | |
| 27 | RTX | Rtx CORP | 股票-工业 | 0.57% | -0.08% | -2.36% | |
| 28 | WFC | Wells Fargo & Co | 股票-金融 | 0.57% | -0.05% | -8.28% | |
| 29 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.55% | +0.13% | -7.35% | |
| 30 | APH | Amphenol Corp-cl A | 股票-科技 | 0.54% | +0.11% | +5.14% | |
| 31 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.53% | -0.08% | -16.88% | |
| 32 | SPGI | S&p Global Inc | 股票-金融 | 0.52% | -0.06% | -2.31% | |
| 33 | ORCL | Oracle CORP | 股票-科技 | 0.51% | -0.04% | +30.33% | |
| 34 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.50% | -0.08% | -2.96% | |
| 35 | WMT | Walmart Inc | 股票-非周期性消费 | 0.50% | -0.10% | -8.69% | |
| 36 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.49% | +0.14% | +1.44% | |
| 37 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.49% | +0.01% | +1.48% | |
| 38 | COR | Cencora Inc | 股票-医疗保健 | 0.48% | -0.10% | -0.84% | |
| 39 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.48% | -0.01% | -3.49% | |
| 40 | BAC | Bank Of America CORP | 股票-金融 | 0.47% | +0.01% | -7.84% | |
| 41 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.46% | -0.03% | -6.18% | |
| 42 | COF | Capital One Financial CORP | 股票-金融 | 0.44% | -0.02% | -16.24% | |
| 43 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.43% | -0.08% | -5.56% | |
| 44 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.43% | +0.01% | -14.06% | |
| 45 | PM | Philip Morris International | 股票-非周期性消费 | 0.42% | -0.03% | -0.94% | |
| 46 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.42% | +0.01% | +4.65% | |
| 47 | NOW | Servicenow Inc | 股票-科技 | 0.41% | -0.04% | -3.55% | |
| 48 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.40% | -0.06% | +1.35% | |
| 49 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.40% | -0.09% | -5.60% | |
| 50 | ASML | ASML Holding N.V. | 股票-科技 | 0.38% | +0.20% | -13.14% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.3% | -4.62% | 加仓 |
| 2 | MSFT | Microsoft CORP | +1.4% | -1.25% | 加仓 |
| 3 | AVGO | Broadcom Inc | +1% | -0.00% | 加仓 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.8% | -0.90% | 加仓 |
| 5 | TSLA | Tesla Inc | +0.7% | +9.11% | 加仓 |
| 6 | AMZN | Amazon.com Inc | +0.6% | -4.21% | 加仓 |
| 7 | META | Meta Platforms Inc-class A | +0.6% | -5.31% | 加仓 |
| 8 | GOOG | Alphabet Inc-cl C | +0.5% | -1.43% | 加仓 |
| 9 | GE | General Electric | +0.4% | +2.40% | 加仓 |
| 10 | AAPL | Apple Inc | +0.3% | +4.84% | 加仓 |
| 11 | ORCL | Oracle CORP | +0.3% | +30.33% | 加仓 |
| 12 | COST | Costco Wholesale CORP | +0.3% | -16.88% | 加仓 |
| 13 | SCHW | Schwab (charles) CORP | +0.2% | -5.34% | 加仓 |
| 14 | PLTR | Palantir Technologies Inc-a | +0.2% | +13.57% | 加仓 |
| 15 | EME | Emcor Group Inc | +0.2% | -9.06% | 加仓 |
| 16 | COF | Capital One Financial CORP | +0.2% | -16.24% | 加仓 |
| 17 | JNJ | Johnson & Johnson | +0.2% | -6.18% | 加仓 |
| 18 | GS | Goldman Sachs Group Inc | +0.2% | -14.06% | 加仓 |
| 19 | SSD | Simpson Manufacturing Co Inc | +0.2% | -4.56% | 加仓 |
| 20 | RTX | Rtx CORP | +0.2% | -2.36% | 加仓 |
| 21 | PRI | Primerica Inc | +0.2% | -7.86% | 加仓 |
| 22 | WTS | Watts Water Technologies-a | +0.2% | -4.14% | 加仓 |
| 23 | APP | Applovin Corp-class A | +0.2% | +23.93% | 加仓 |
| 24 | WFC | Wells Fargo & Co | +0.2% | -8.28% | 加仓 |
| 25 | CVS | Cvs Health CORP | +0.2% | +11.73% | 加仓 |
| 26 | BNY | Bank Of New York Mellon CORP | +0.2% | -8.32% | 加仓 |
| 27 | JPM | Jpmorgan Chase & Co | +0.1% | -2.71% | 加仓 |
| 28 | ASML | ASML Holding N.V. | +0.1% | -13.14% | 加仓 |
| 29 | NVS | Novartis Ag-sponsored Adr | +0.1% | +1.06% | 加仓 |
| 30 | GSK | Gsk Plc-spon Adr | +0.1% | -1.73% | 加仓 |
| 31 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -3.61% | 加仓 |
| 32 | GILD | Gilead Sciences Inc | +0.1% | -1.63% | 加仓 |
| 33 | APH | Amphenol Corp-cl A | +0.1% | +5.14% | 加仓 |
| 34 | NOW | Servicenow Inc | +0.1% | -3.55% | 加仓 |
| 35 | MET | Metlife Inc | +0.1% | -7.47% | 加仓 |
| 36 | NFLX | Netflix Inc | +0.1% | -5.58% | 加仓 |
| 37 | MA | Mastercard Inc - A | +0.1% | -6.79% | 加仓 |
| 38 | SNY | Sanofi-adr | 0% | -2.65% | 加仓 |
| 39 | V | Visa Inc-class A Shares | 0% | -2.89% | 加仓 |
| 40 | WMT | Walmart Inc | 0% | -8.69% | 加仓 |
| 41 | LOW | Lowe's Cos Inc | 0% | -2.96% | 加仓 |
| 42 | BAC | Bank Of America CORP | 0% | -7.84% | 加仓 |
| 43 | PM | Philip Morris International | 0% | -0.94% | 加仓 |
| 44 | ITOT | Ishares Core S&p Total U.s. | -0.1% | +1.44% | 加仓 |
| 45 | COR | Cencora Inc | -0.1% | -0.84% | 加仓 |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -4.77% | 加仓 |
| 47 | LLY | Eli Lilly & Co | -0.4% | -5.23% | 加仓 |
| 48 | IVW | Ishares S&p 500 Growth ETF | -0.5% | +8.65% | 加仓 |
| 49 | IEFA | Ishares Core Msci Eafe ETF | -2% | -1.50% | 加仓 |
| 50 | IVV | Ishares Core S&p 500 ETF | -3.5% | -7.24% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Callan Family Office, LLC 在 Q3 2025 季度的美股持仓总市值约为 US$51.1亿，共申报了 848 个公开持股仓位。
在 Q3 2025 季度，Callan Family Office, LLC 按市值排列的前三大核心持股分别为：MSFT (4.8%)、NVDA (4.5%)、AAPL (4.0%)。其中最大持股仓位 MSFT 占据整体投资组合约 4.8% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
在 Q3 2025 季度中，Callan Family Office, LLC 共进行了 50 项持仓异动，包含新建仓 0 个仓位、加仓 50 个仓位、减仓 0 个仓位以及清仓 0 个仓位。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。