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
1131 檔
13.4%
在 Q1 2026 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 1131 档。
在 Q1 2026，Callan Family Office, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 114 个仓位并完全清仓 7 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Callan Family Office, LLC 的前 5 大核心持股（包含 NVDA, AAPL, IVV 等）合计占整体申报市值的 13.4%，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 1131 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 | NVDA | Nvidia CORP | 股票-科技 | 3.86% | +0.07% | -0.64% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.40% | +0.07% | -1.75% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.97% | +0.14% | +0.38% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.88% | -0.37% | -5.10% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.44% | -0.04% | -1.62% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.21% | +0.14% | -4.04% | |
| 7 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.14% | -0.02% | -1.50% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.07% | -0.02% | +8.37% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.57% | +0.18% | -2.40% | |
| 10 | VTHR | Vanguard Russell 3000 | ETF-其他 | 1.45% | -0.03% | -2.70% | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 1.42% | +0.15% | -1.74% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.16% | -0.19% | +1.35% | |
| 13 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.11% | +0.17% | -3.00% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 0.91% | +0.04% | -6.85% | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.88% | +0.17% | +1.41% | |
| 16 | TSLA | Tesla Inc | 股票-周期性消费 | 0.85% | -0.05% | -1.60% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.79% | -0.01% | +1.46% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.77% | — | -1.19% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.77% | +0.03% | -31.87% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.73% | +0.07% | +2.20% | |
| 21 | ASML | ASML Holding N.V. | 股票-科技 | 0.69% | +0.20% | -4.24% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.68% | -0.04% | -3.70% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.67% | -0.01% | -3.18% | |
| 24 | NFLX | Netflix Inc | 股票-通信服务 | 0.62% | -0.21% | -12.45% | |
| 25 | GE | General Electric | 股票-工业 | 0.62% | +0.10% | +5.02% | |
| 26 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 0.60% | -0.01% | -1.63% | |
| 27 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.57% | +0.06% | -1.09% | |
| 28 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.55% | -0.05% | -2.46% | |
| 29 | MA | Mastercard Inc - A | 股票-金融 | 0.52% | -0.05% | +6.38% | |
| 30 | WMT | Walmart Inc | 股票-非周期性消费 | 0.51% | -0.10% | +2.69% | |
| 31 | RTX | Rtx CORP | 股票-工业 | 0.50% | -0.08% | -4.69% | |
| 32 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.50% | +0.03% | -2.01% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.49% | +0.01% | +9.89% | |
| 34 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.48% | -0.09% | -0.87% | |
| 35 | APH | Amphenol Corp-cl A | 股票-科技 | 0.47% | +0.11% | +2.98% | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.46% | +0.08% | +13.99% | |
| 37 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.45% | -0.08% | +3.42% | |
| 38 | PM | Philip Morris International | 股票-非周期性消费 | 0.43% | -0.03% | -4.36% | |
| 39 | WFC | Wells Fargo & Co | 股票-金融 | 0.42% | -0.05% | -4.64% | |
| 40 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.40% | +0.01% | -2.33% | |
| 41 | CVX | Chevron CORP | 股票-能源 | 0.40% | -0.11% | -3.91% | |
| 42 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.38% | -0.03% | -6.86% | |
| 43 | MU | Micron Technology Inc | 股票-科技 | 0.38% | +0.72% | -3.91% | |
| 44 | XOM | Exxon Mobil CORP | 股票-能源 | 0.38% | -0.11% | -2.73% | |
| 45 | BAC | Bank Of America CORP | 股票-金融 | 0.37% | +0.01% | -5.91% | |
| 46 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.37% | -0.01% | -11.71% | |
| 47 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.37% | -0.04% | +2.01% | |
| 48 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.37% | -0.08% | -5.88% | |
| 49 | COR | Cencora Inc | 股票-医疗保健 | 0.37% | -0.10% | -8.98% | |
| 50 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.36% | +0.13% | -2.69% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | +0.3% | +8.37% | 加仓 |
| 2 | OXY | Occidental Petroleum CORP | +0.2% | +48.55% | 加仓 |
| 3 | IEMG | Ishares Core Msci Emerging | +0.1% | +68.02% | 加仓 |
| 4 | ASML | ASML Holding N.V. | +0.1% | -4.24% | 减仓 |
| 5 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +1.41% | 加仓 |
| 6 | XOM | Exxon Mobil CORP | +0.1% | -2.73% | 减仓 |
| 7 | FISV | Fiserv Inc | +0.1% | +312.03% | 加仓 |
| 8 | CVX | Chevron CORP | +0.1% | -3.91% | 减仓 |
| 9 | COST | Costco Wholesale CORP | +0.1% | +3.42% | 加仓 |
| 10 | IJR | Ishares Core S&p Small-cap E | +0.1% | +13.99% | 加仓 |
| 11 | WMT | Walmart Inc | +0.1% | +2.69% | 加仓 |
| 12 | POOL | Pool CORP | +0.1% | +433.80% | 加仓 |
| 13 | CMCSA | Comcast Corp-class A | +0.1% | +72.27% | 加仓 |
| 14 | COP | Conocophillips | +0.1% | +1.54% | 加仓 |
| 15 | BN | Brookfield CORP | +0.1% | +508.39% | 加仓 |
| 16 | LSTR | Landstar System Inc | +0.1% | +90.79% | 加仓 |
| 17 | IFF | Intl Flavors & Fragrances | +0.1% | +133.06% | 加仓 |
| 18 | CHTR | Charter Communications Inc-a | +0.1% | +187.49% | 加仓 |
| 19 | TTC | Toro Co | +0.1% | +28.66% | 加仓 |
| 20 | SHEL | Shell Plc-adr | +0.1% | +0.56% | 加仓 |
| 21 | FDX | Fedex CORP | +0.1% | -1.95% | 减仓 |
| 22 | CAT | Caterpillar Inc | +0.1% | -1.69% | 减仓 |
| 23 | TMUS | T-mobile US Inc | +0.1% | +53.80% | 加仓 |
| 24 | HWKN | Hawkins Inc | +0.1% | +594.62% | 加仓 |
| 25 | TRU | Transunion | +0.1% | +362.22% | 加仓 |
| 26 | MRK | Merck & Co. Inc. | +0.1% | +3.54% | 加仓 |
| 27 | MU | Micron Technology Inc | +0.1% | -3.91% | 减仓 |
| 28 | NVS | Novartis Ag-sponsored Adr | +0.1% | +2.01% | 加仓 |
| 29 | JNJ | Johnson & Johnson | +0.1% | -4.06% | 减仓 |
| 30 | WDC | Western Digital CORP | +0.1% | -7.41% | 减仓 |
| 31 | CI | THE Cigna Group | +0.1% | +34.48% | 加仓 |
| 32 | EMGF | Ishares Emerging Markets Equ | +0.1% | +20.86% | 加仓 |
| 33 | APD | Air Products & Chemicals Inc | +0.1% | +12.01% | 加仓 |
| 34 | TTE | TotalEnergies SE | +0.1% | -0.47% | 减仓 |
| 35 | AMAT | Applied Materials Inc | +0.1% | -6.60% | 减仓 |
| 36 | GLW | Corning Inc | +0.1% | -6.56% | 减仓 |
| 37 | BHP | Bhp Group Ltd-spon Adr | +0.1% | +10.19% | 加仓 |
| 38 | TXN | Texas Instruments Inc | +0.1% | +13.82% | 加仓 |
| 39 | BKR | Baker Hughes Co | +0.1% | -3.06% | 减仓 |
| 40 | GLD | Spdr Gold Shares | +0.1% | +12.77% | 加仓 |
| 41 | SNY | Sanofi-adr | +0.1% | +17.08% | 加仓 |
| 42 | GSK | Gsk Plc-spon Adr | +0.1% | -1.49% | 减仓 |
| 43 | GILD | Gilead Sciences Inc | +0.1% | -1.98% | 减仓 |
| 44 | COHR | Coherent CORP | +0.1% | -12.20% | 减仓 |
| 45 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +9.89% | 加仓 |
| 46 | GSG | Ishares S&p Gsci Commodity I | 0% | -0.91% | 减仓 |
| 47 | ZBH | Zimmer Biomet Holdings Inc | 0% | +34.53% | 加仓 |
| 48 | CARR | Carrier Global CORP | 0% | +37.11% | 加仓 |
| 49 | NET | Cloudflare Inc - Class A | 0% | +141.64% | 加仓 |
| 50 | LRCX | Lam Research CORP | 0% | -0.05% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Callan Family Office, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$51.1亿，共申报了 1131 个公开持股仓位。
在 Q1 2026 季度，Callan Family Office, LLC 按市值排列的前三大核心持股分别为：NVDA (3.9%)、AAPL (3.4%)、IVV (3.0%)。其中最大持股仓位 NVDA 占据整体投资组合约 3.9% 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。
本季最大新建仓标的
AZN
市值: US$1308.5万
本季最大获利了结 / 清仓标的
AZNN
前期市值: US$1187.1万
在 Q1 2026 季度中，Callan Family Office, LLC 共进行了 200 项持仓异动，包含新建仓 5 个仓位、加仓 74 个仓位、减仓 114 个仓位以及清仓 7 个仓位。 其中最大新建仓标的为 AZN。 本季清仓仓位包含 AZNN。
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。