Campbell Wealth Management
- SEC CIK
- 0001736648
- 最新申報
- 2025/1/30
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/30 申報。只含多頭部位。
- 持股檔數
- 69
- 2020 年第 4 季沒有 13F 資料
- 總值
- $7.29 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap ETF808524201 | ETF | 2,096,736 | $2.01 億 | 27.6% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 1,062,899 | $1.21 億 | 16.6% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 728,045 | $6,168 萬 | 8.5% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 222,370 | $5,716 萬 | 7.8% | – | – | – |
| iShares Tr464287622 | RUS 1000 ETF | 231,634 | $5,185 萬 | 7.1% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 152,006 | $4,851 萬 | 6.7% | – | – | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 812,084 | $4,810 萬 | 6.6% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 53,621 | $2,133 萬 | 2.9% | – | – | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 190,630 | $1,877 萬 | 2.6% | – | – | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 538,549 | $1,834 萬 | 2.5% | – | – | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 234,232 | $1,743 萬 | 2.4% | – | – | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 71,656 | $1,700 萬 | 2.3% | – | – | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 45,488 | $1,502 萬 | 2.1% | – | – | 歷史 |
| iShares Tr46432F859 | CORE 1 5 YR USD | 71,479 | $366.6 萬 | 0.5% | – | – | – |
| AAPLApple Inc. | Stock | 24,881 | $303.9 萬 | 0.4% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 8,579 | $202.3 萬 | 0.3% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 7,220 | $187.9 萬 | 0.3% | – | – | – |
| BMYBristol Myers Squibb Co | Stock | 22,553 | $142.4 萬 | 0.2% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 20,492 | $114.4 萬 | 0.2% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,532 | $100.4 萬 | 0.1% | – | – | 歷史 |
| DDominion Energy, Inc | Stock | 11,318 | $86.0 萬 | 0.1% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 219 | $67.8 萬 | 0.1% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 8,820 | $66.7 萬 | 0.1% | – | – | 歷史 |
| MTDMettler Toledo International Inc | COM | 572 | $66.1 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,852 | $58.9 萬 | 0.1% | – | – | – |
| iShares Tr46435G102 | CONV BD ETF | 5,931 | $58.3 萬 | 0.1% | – | – | – |
| Vanguard Health Care ETF92204A504 | ETF | 2,526 | $57.8 萬 | 0.1% | – | – | – |
| MARMarriott International Inc | Stock | 3,890 | $57.6 萬 | 0.1% | – | – | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 5,711 | $56.9 萬 | 0.1% | – | – | – |
| LDOSLeidos Holdings, Inc. | COM | 5,495 | $52.9 萬 | 0.1% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 2,657 | $50.2 萬 | 0.1% | – | – | 歷史 |
| MMM3M Co | Stock | 2,177 | $42.0 萬 | 0.1% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 3,107 | $41.4 萬 | 0.1% | – | – | 歷史 |
| FS KKR Cap Corp II35952V303 | COM | 20,246 | $39.5 萬 | 0.1% | – | – | – |
| LMTLockheed Martin Corp | Stock | 1,037 | $38.3 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 3,756 | $34.4 萬 | <0.1% | – | – | – |
| HDHome Depot, Inc. | Stock | 1,123 | $34.3 萬 | <0.1% | – | – | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 1,968 | $33.1 萬 | <0.1% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,416 | $32.1 萬 | <0.1% | – | – | – |
| MAMastercard Inc | Stock | 872 | $31.0 萬 | <0.1% | – | – | 歷史 |
| First Trust Cloud Computing ETF33734X192 | ETF | 3,161 | $30.3 萬 | <0.1% | – | – | – |
| UNPUnion Pacific Corp | Stock | 1,373 | $30.3 萬 | <0.1% | – | – | 歷史 |
| TAT&T Inc. | Stock | 9,903 | $30.0 萬 | <0.1% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 6,384 | $29.8 萬 | <0.1% | – | – | – |
| VZVerizon Communications Inc | Stock | 4,896 | $28.5 萬 | <0.1% | – | – | 歷史 |
| CVXChevron Corp | Stock | 2,692 | $28.2 萬 | <0.1% | – | – | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 1,364 | $28.2 萬 | <0.1% | – | – | – |
| LHXL3HARRIS Technologies, Inc. | Stock | 1,362 | $27.6 萬 | <0.1% | – | – | 歷史 |
| iShares U.S. Medical Devices ETF464288810 | ETF | 823 | $27.2 萬 | <0.1% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,098 | $26.7 萬 | <0.1% | – | – | – |
| WPCW. P. Carey Inc. | COM | 3,654 | $25.9 萬 | <0.1% | – | – | 歷史 |
| EDConsolidated Edison Inc | Stock | 3,433 | $25.7 萬 | <0.1% | – | – | 歷史 |
| ANSSAnsys Inc | COM | 750 | $25.5 萬 | <0.1% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 3,545 | $24.9 萬 | <0.1% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 1,719 | $24.3 萬 | <0.1% | – | – | 歷史 |
| MNSBMainStreet Bancshares, Inc. | COM | 11,638 | $24.2 萬 | <0.1% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 2,698 | $23.9 萬 | <0.1% | – | – | 歷史 |
| CACICACI International Inc | CL A | 961 | $23.7 萬 | <0.1% | – | – | 歷史 |
| First Tr Exchange-Traded FD33733E203 | NY ARCA BIOTECH | 1,424 | $22.9 萬 | <0.1% | – | – | – |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 1,411 | $22.6 萬 | <0.1% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 2,921 | $22.5 萬 | <0.1% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 993 | $22.3 萬 | <0.1% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 845 | $21.6 萬 | <0.1% | – | – | 歷史 |
| SOSouthern Co | Stock | 3,424 | $21.3 萬 | <0.1% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,442 | $21.2 萬 | <0.1% | – | – | – |
| PFEPfizer Inc | Stock | 5,814 | $21.1 萬 | <0.1% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 974 | $20.9 萬 | <0.1% | – | – | – |
| SAICScience Applications International Corp | COM | 2,434 | $20.3 萬 | <0.1% | – | – | 歷史 |
| ACNAccenture plc | Stock | 726 | $20.1 萬 | <0.1% | – | – | 歷史 |