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Calder Financial LLC · 13F 持仓分析
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Calder Financial LLC

No.9055 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.06亿
环比变动 Q1 2026
+$541.5万+5.4%
持仓股票数
43
新买入
5
加仓
15
减仓
21
清仓
1
持股不变
2
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
V先锋领航指数基金VOO
15.42%14.16%$1,637.2万2.4万股$1,426.1万2.4万股+161股+0.68%加仓
V先锋领航债券指数基金VUSB
15.05%16.27%$1,597.1万32.1万股$1,638.6万33.0万股-9,456股-2.86%减仓
G通用动力VTI
12.54%11.64%$1,331.2万3.6万股$1,172.9万3.6万股-312股-0.86%减仓
V先锋领航斯科茨代尔基金VGSH
7.17%11.01%$760.9万13.1万股$1,108.7万19.0万股-5.9万股-31.21%减仓
V先锋领航·SPECIALIZED FUNDSVIG
5%4.93%$531.0万2.2万股$496.4万2.3万股-574股-2.49%减仓
V先锋领航指数基金VTV
4.59%4.84%$487.7万2.2万股$487.2万2.5万股-2,396股-9.67%减仓
V先锋领航指数基金VUG
4.54%4.07%$481.5万5.6万股$409.9万9,284股+4.7万股+502.04%加仓
SSPDR标普500 ETFSPY
3.26%3.41%$346.1万4,635股$343.5万5,242股-607股-11.58%减仓
V先锋领航全球基金VIS
2.83%2.8%$299.9万8,322股$282.5万8,899股-577股-6.48%减仓
V先锋领航债券指数基金BIV
2.21%1.42%$234.5万3.1万股$143.3万1.9万股+1.2万股+64.07%加仓
V先锋领航指数基金VXF
2.04%1.79%$216.0万8,774股$180.0万8,688股+86股+0.99%加仓
V先锋领航指数基金VB
1.73%1.74%$183.6万6,057股$175.4万6,660股-603股-9.05%减仓
V先锋领航全球基金VDC
1.63%1.92%$172.9万7,668股$193.7万8,657股-989股-11.42%减仓
V先锋领航·MIDVO
1.62%1.49%$172.2万2.1万股$150.1万5,193股+1.6万股+311.46%加仓
V先锋领航指数基金VV
1.59%1.47%$168.4万4,896股$148.0万4,918股-22股-0.45%减仓
IiShares安硕信托TIP
1.53%1.3%$161.9万1.5万股$130.8万1.2万股+2,940股+24.80%加仓
V先锋领航STAR基金VXUS
1.49%1.73%$158.1万1.8万股$174.7万2.2万股-3,892股-17.38%减仓
V先锋领航全球基金VPU
1.46%1.63%$154.6万7,899股$163.7万8,228股-329股-4.00%减仓
微软MSFT
1.38%1.46%$146.3万3,922股$146.9万3,976股-54股-1.36%减仓
V先锋领航·MALVERN FDSVTIP
1.36%1.37%$144.6万2.9万股$138.1万2.8万股+1,104股+3.99%加仓
美光科技MU
1.24%0.3%$131.5万1,139股$30.2万821股+318股+38.73%加仓
V先锋领航全球基金VGT
1.04%0.72%$110.4万9,235股$73.0万1,033股+8,202股+794.00%加仓
威瑞森VZ
0.82%1.02%$86.9万2.1万股$102.6万2.1万股-262股-1.26%减仓
WWILLIS TOWERS WATSONWTW
0.74%0.85%$78.2万2,991股$86.0万2,991股00.00%持仓不变
英伟达NVDA
0.7%0.66%$74.3万3,712股$66.7万3,796股-84股-2.21%减仓
SSPDR黄金信托GLD
0.69%0.86%$72.8万1,975股$86.5万1,975股00.00%持仓不变
AMETEK COMAME
0.68%0.69%$71.8万2,966股$70.0万3,202股-236股-7.37%减仓
I景顺QQQ信托VOO
0.55%0.44%$58.5万795股$44.1万755股+40股+5.30%加仓
V先锋领航斯科茨代尔基金VCIT
0.52%0.23%$55.7万6,734股$23.0万2,785股+3,949股+141.80%加仓
V先锋领航白厅基金VYM
0.52%0.52%$54.9万3,476股$51.9万3,510股-34股-0.97%减仓
V先锋领航全球基金VFH
0.51%0.53%$53.9万4,099股$52.9万4,378股-279股-6.37%减仓
苹果AAPL
0.5%0.45%$53.4万1,845股$45.8万1,791股+54股+3.02%加仓
VVANGUARD FIXED INCOME SECS FVGHY
0.46%$48.4万6,470股$00股+6,470股新买入
V先锋领航全球基金VAW
0.46%0.47%$48.4万2,117股$46.9万2,053股+64股+3.12%加仓
V先锋领航全球基金VDE
0.36%0.5%$38.2万2,546股$50.3万3,013股-467股-15.50%减仓
IiShares安硕信托IFRA
0.32%0.3%$33.6万5,323股$30.2万5,231股+92股+1.76%加仓
V先锋领航·HEALTHVHT
0.25%0.24%$26.4万883股$24.2万881股+2股+0.23%加仓
IiShares安硕·TR ISHARES SEMICDTRSOXX
0.22%$23.4万365股$00股+365股新买入
AAMPLIFY ETF TRHACK
0.21%$22.7万2,165股$00股+2,165股新买入
IiShares安硕信托IVV
0.21%0.26%$22.2万296股$25.9万394股-98股-24.87%减仓
SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA
0.21%0.2%$21.9万419股$20.0万430股-11股-2.56%减仓
IiShares安硕信托AOA
0.21%$21.8万2,230股$00股+2,230股新买入
S道富·EET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETFCWB
0.19%$20.0万1,856股$00股+1,856股新买入

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