13FBOX
Callahan Advisors, LLC · 13F 持仓分析
期权收益计算器 机构排行

Callahan Advisors, LLC

No.2445 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$12.01亿
环比变动 Q1 2026
+$250.7万+0.2%
持仓股票数
177
新买入
0
加仓
0
减仓
0
清仓
0
持股不变
177
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
AAlphabet Inc Class CGOOG
5.91%5.92%$7,094.8万24.7万股$7,094.8万24.7万股00.00%持仓不变
Meta平台META
4.85%4.86%$5,826.5万10.2万股$5,826.5万10.2万股00.00%持仓不变
亚马逊AMZN
4.05%4.06%$4,868.6万23.4万股$4,868.6万23.4万股00.00%持仓不变
应用材料AMAT
4.04%1.91%$4,852.4万6.7万股$2,293.9万6.7万股00.00%持仓不变
微软MSFT
3.89%3.9%$4,670.2万12.6万股$4,670.2万12.6万股00.00%持仓不变
苹果AAPL
2.97%2.98%$3,566.9万14.1万股$3,566.9万14.1万股00.00%持仓不变
CHUBB LIMITEDCB
2.7%2.7%$3,238.6万9.9万股$3,238.6万9.9万股00.00%持仓不变
卡特彼勒CAT
2.62%2.63%$3,148.4万4.4万股$3,148.4万4.4万股00.00%持仓不变
英伟达NVDA
2.49%2.49%$2,987.2万17.1万股$2,987.2万17.1万股00.00%持仓不变
伯克希尔哈撒韦BRK.B
2.38%2.39%$2,860.3万6.0万股$2,860.3万6.0万股00.00%持仓不变
布鲁克菲尔德BN
2.38%2.38%$2,855.9万70.6万股$2,855.9万70.6万股00.00%持仓不变
N新纪元能源NEE
2.34%2.35%$2,813.9万30.3万股$2,813.9万30.3万股00.00%持仓不变
摩根大通JPM
2.34%2.34%$2,806.5万9.5万股$2,806.5万9.5万股00.00%持仓不变
强生JNJ
2.23%2.23%$2,676.2万10.9万股$2,676.2万10.9万股00.00%持仓不变
EQTEQT
1.98%1.99%$2,378.7万37.4万股$2,378.7万37.4万股00.00%持仓不变
埃克森美孚XOM
1.82%1.83%$2,186.8万12.9万股$2,186.8万12.9万股00.00%持仓不变
联邦快递FDX
1.82%1.82%$2,182.9万6.1万股$2,182.9万6.1万股00.00%持仓不变
百事可乐PEP
1.72%1.72%$2,061.1万13.3万股$2,061.1万13.3万股00.00%持仓不变
麦当劳MCD
1.66%1.67%$1,995.8万6.4万股$1,995.8万6.4万股00.00%持仓不变
万事达MA
1.58%1.58%$1,892.6万3.8万股$1,892.6万3.8万股00.00%持仓不变
礼来LLY
1.54%1.55%$1,854.5万2.0万股$1,854.5万2.0万股00.00%持仓不变
阿斯麦ASML
1.49%1.49%$1,784.6万1.4万股$1,784.6万1.4万股00.00%持仓不变
沃尔玛WMT
1.4%1.4%$1,682.2万13.5万股$1,682.2万13.5万股00.00%持仓不变
雪佛龙CVX
1.35%1.35%$1,622.8万7.8万股$1,622.8万7.8万股00.00%持仓不变
史赛克SYK
1.35%1.35%$1,622.3万4.9万股$1,622.3万4.9万股00.00%持仓不变
辉瑞PFE
1.32%1.32%$1,579.6万56.3万股$1,579.6万56.3万股00.00%持仓不变
宝洁PG
1.2%1.2%$1,437.5万10.0万股$1,437.5万10.0万股00.00%持仓不变
台积电TSM
1.16%1.17%$1,398.3万4.1万股$1,398.3万4.1万股00.00%持仓不变
LOWES COS COMLOW
1.13%1.13%$1,353.5万5.7万股$1,353.5万5.7万股00.00%持仓不变
CORTEVA COMCTVA
0.95%0.95%$1,143.1万13.7万股$1,143.1万13.7万股00.00%持仓不变
飞塔FTNT
0.92%0.92%$1,108.0万13.6万股$1,108.0万13.6万股00.00%持仓不变
联合健康UNH
0.87%0.87%$1,039.9万3.8万股$1,039.9万3.8万股00.00%持仓不变
KINDER MORGAN DEL COMKMI
0.87%0.87%$1,039.5万31.0万股$1,039.5万31.0万股00.00%持仓不变
NETFLIXNFLX
0.86%0.86%$1,033.0万10.7万股$1,033.0万10.7万股00.00%持仓不变
SterisSTE
0.85%0.85%$1,015.3万4.6万股$1,015.3万4.6万股00.00%持仓不变
DDYCOM INDSDY
0.79%0.8%$953.1万2.8万股$953.1万2.8万股00.00%持仓不变
伊顿ETN
0.77%0.77%$923.2万2.6万股$923.2万2.6万股00.00%持仓不变
WELLTOWER COMWELL
0.7%0.7%$837.6万4.2万股$837.6万4.2万股00.00%持仓不变
PAYCHEX COMPAYX
0.68%0.68%$820.7万8.9万股$820.7万8.9万股00.00%持仓不变
UNITED RENTALSURI
0.67%0.67%$799.6万1.1万股$799.6万1.1万股00.00%持仓不变
明晟MSCI
0.65%0.65%$783.2万1.5万股$783.2万1.5万股00.00%持仓不变
谷歌AGOOGL
0.65%0.65%$777.2万2.7万股$777.2万2.7万股00.00%持仓不变
雅培ABT
0.64%0.64%$769.0万7.5万股$769.0万7.5万股00.00%持仓不变
IQVIAIQV
0.63%0.63%$758.7万4.4万股$758.7万4.4万股00.00%持仓不变
CVS健康CVS
0.62%0.62%$740.3万10.3万股$740.3万10.3万股00.00%持仓不变
PRIMERICAPRI
0.53%0.53%$634.7万2.5万股$634.7万2.5万股00.00%持仓不变
EAGLE MATLSEXP
0.51%0.51%$616.6万3.3万股$616.6万3.3万股00.00%持仓不变
安桥ENB
0.51%0.51%$609.3万11.3万股$609.3万11.3万股00.00%持仓不变
SSTELLAR BANCORPSTEL
0.49%0.5%$593.7万16.2万股$593.7万16.2万股00.00%持仓不变
CLOROX DELCLX
0.49%0.49%$588.5万5.7万股$588.5万5.7万股00.00%持仓不变

🧭 机构资金流板块热力图

净流出 净流入