Callan Capital, LLC 13F 持仓 · 最近申报 2025年Q1
Callan Capital 在 2025年Q1（报告期截至 2025-03-31）的 SEC 13F 申报中报告了 364 只证券，申报市值合计 13.52 亿美元。前几大持仓：SCHB（9.41%）、META（8.13%）、FNDX（6.56%）。本季前 25 大持仓中：增持 7 只、减持 18 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHB | SCHWAB STRATEGIC TR | $127.3M | 9.41% | 5.9M | 减持 |
| 2 | META | META PLATFORMS INC | $109.9M | 8.13% | 190,663 | 减持 |
| 3 | FNDX | SCHWAB STRATEGIC TR | $88.7M | 6.56% | 3.8M | 增持 |
| 4 | SCHF | SCHWAB STRATEGIC TR | $77.2M | 5.71% | 3.9M | 减持 |
| 5 | FNDF | SCHWAB STRATEGIC TR | $66.1M | 4.89% | 1.8M | 减持 |
| 6 | SPDW | SPDR INDEX SHS FDS | $39.5M | 2.92% | 1.1M | 增持 |
| 7 | PRF | INVESCO EXCHANGE TRADED FD T | $38.0M | 2.81% | 940,811 | 减持 |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | $31.8M | 2.35% | 702,638 | 增持 |
| 9 | AVDV | AMERICAN CENTY ETF TR | $31.3M | 2.31% | 448,149 | 增持 |
| 10 | FNDB | SCHWAB STRATEGIC TR | $30.8M | 2.28% | 1.3M | 减持 |
| 11 | AAPL | APPLE INC | $28.7M | 2.12% | 129,174 | 减持 |
| 12 | VTEB | VANGUARD MUN BD FDS | $27.3M | 2.02% | 550,027 | 减持 |
| 13 | AVUV | AMERICAN CENTY ETF TR | $26.8M | 1.99% | 307,975 | 减持 |
| 14 | GSIE | GOLDMAN SACHS ETF TR | $25.0M | 1.85% | 700,347 | 减持 |
| 15 | NVDA | NVIDIA CORPORATION | $24.2M | 1.79% | 302,493 | 增持 |
| 16 | INTF | ISHARES TR | $23.1M | 1.71% | 749,022 | 减持 |
| 17 | FNDA | SCHWAB STRATEGIC TR | $22.7M | 1.68% | 830,053 | 增持 |
| 18 | FNDE | SCHWAB STRATEGIC TR | $19.3M | 1.42% | 625,251 | 增持 |
| 19 | VGT | VANGUARD WORLD FD | $19.1M | 1.42% | 35,292 | 减持 |
| 20 | SPTM | SPDR SER TR | $19.1M | 1.41% | 281,017 | 减持 |
| 21 | XLK | SELECT SECTOR SPDR TR | $19.1M | 1.41% | 92,363 | 减持 |
| 22 | GSLC | GOLDMAN SACHS ETF TR | $17.1M | 1.27% | 155,581 | 减持 |
| 23 | VEU | VANGUARD INTL EQUITY INDEX F | $12.9M | 0.95% | 212,032 | 减持 |
| 24 | DISV | DIMENSIONAL ETF TRUST | $11.6M | 0.86% | 399,461 | 减持 |
| 25 | MSFT | MICROSOFT CORP | $10.9M | 0.80% | 28,998 | 减持 |
来源：SEC 13F 申报文件 · 截至 2025-03-31
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR