Campbell Wealth Management
- SEC CIK
- 0001736648
- 最新申報
- 2025/1/30
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/8/2 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 56
- 較 2022 年第 1 季 −20
- 總值
- $7.14 億
- 較 2022 年第 1 季 −$1.08 億 (−13.1%)
| 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 | 4,340,344 | $1.94 億 | 27.1% | −144,084−3.2% | 減碼 | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 2,280,073 | $1.08 億 | 15.1% | +235,892+11.5% | 加碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 684,038 | $6,938 萬 | 9.7% | +684,038 | 新進 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 486,919 | $4,951 萬 | 6.9% | −205,390−29.7% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 156,127 | $4,376 萬 | 6.1% | +5,012+3.3% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 186,708 | $4,162 萬 | 5.8% | +5,320+2.9% | 加碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 161,629 | $3,358 萬 | 4.7% | +4,266+2.7% | 加碼 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 326,743 | $2,854 萬 | 4.0% | +8,301+2.6% | 加碼 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 77,798 | $2,395 萬 | 3.4% | +1,755+2.3% | 加碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 279,260 | $2,102 萬 | 2.9% | −302,277−52.0% | 減碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 625,623 | $1,968 萬 | 2.8% | +13,463+2.2% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 50,623 | $1,919 萬 | 2.7% | −3,638−6.7% | 減碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 76,149 | $1,655 萬 | 2.3% | +1,081+1.4% | 加碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 228,862 | $1,436 萬 | 2.0% | +6,946+3.1% | 加碼 | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 227,849 | $1,163 萬 | 1.6% | −474,417−67.6% | 減碼 | – |
| AAPLApple Inc. | Stock | 14,352 | $196.2 萬 | 0.3% | −4,874−25.4% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 6,114 | $157.0 萬 | 0.2% | −1,393−18.6% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 6,177 | $139.7 萬 | 0.2% | −37−0.6% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,758 | $104.0 萬 | 0.1% | −13−0.5% | 減碼 | 歷史 |
| DDominion Energy, Inc | Stock | 12,656 | $101.0 萬 | 0.1% | −328−2.5% | 減碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 17,115 | $66.7 萬 | 0.1% | +2,566+17.6% | 加碼 | – |
| iShares Tr46435G102 | CONV BD ETF | 9,112 | $63.2 萬 | 0.1% | +1,444+18.8% | 加碼 | – |
| BMYBristol Myers Squibb Co | Stock | 8,011 | $61.7 萬 | 0.1% | −13,519−62.8% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 7,849 | $60.8 萬 | 0.1% | −1,025−11.6% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 6,373 | $54.6 萬 | 0.1% | −5,326−45.5% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,708 | $51.1 萬 | 0.1% | +472+21.1% | 加碼 | – |
| LMTLockheed Martin Corp | Stock | 1,037 | $44.6 萬 | 0.1% | −152−12.8% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 3,960 | $42.1 萬 | 0.1% | −680−14.7% | 減碼依 20 比 1 拆股換算 | 歷史 |
| DHRDanaher Corp | Stock | 1,629 | $41.3 萬 | 0.1% | +19+1.2% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,686 | $41.1 萬 | 0.1% | +72+2.8% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 2,536 | $39.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 2,074 | $37.7 萬 | 0.1% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,364 | $37.2 萬 | 0.1% | −436−24.2% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,591 | $32.9 萬 | <0.1% | +38+1.5% | 加碼 | – |
| EDConsolidated Edison Inc | Stock | 3,214 | $30.6 萬 | <0.1% | −232−6.7% | 減碼 | 歷史 |
| WPCW. P. Carey Inc. | COM | 3,654 | $30.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MAMastercard Inc | Stock | 942 | $29.7 萬 | <0.1% | −121−11.4% | 減碼 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 2,157 | $29.7 萬 | <0.1% | +29+1.4% | 加碼 | – |
| PFEPfizer Inc | Stock | 5,484 | $28.8 萬 | <0.1% | −337−5.8% | 減碼 | 歷史 |
| iShares U.S. Medical Devices ETF464288810 | ETF | 5,616 | $28.3 萬 | <0.1% | 00.0% | 不變 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 6,384 | $28.3 萬 | <0.1% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD33733E203 | NY ARCA BIOTECH | 2,035 | $27.6 萬 | <0.1% | 00.0% | 不變 | – |
| PEPPepsiCo Inc | Stock | 1,632 | $27.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CACICACI International Inc | CL A | 961 | $27.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 1,119 | $27.0 萬 | <0.1% | +50+4.7% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 2,698 | $26.6 萬 | <0.1% | −10−0.4% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 931 | $25.5 萬 | <0.1% | −162−14.8% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,234 | $25.2 萬 | <0.1% | −75−3.2% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 113 | $24.6 萬 | <0.1% | +23+25.6% | 加碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 2,899 | $24.3 萬 | <0.1% | −706−19.6% | 減碼 | – |
| IBMInternational Business Machines Corp | Stock | 1,681 | $23.7 萬 | <0.1% | −1,133−40.3% | 減碼 | 歷史 |
| First Trust Cloud Computing ETF33734X192 | ETF | 3,554 | $23.4 萬 | <0.1% | −21−0.6% | 減碼 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 391 | $21.2 萬 | <0.1% | +10+2.6% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 726 | $20.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,131 | $20.1 萬 | <0.1% | −6−0.5% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 1,015 | $20.0 萬 | <0.1% | −142−12.3% | 減碼 | 歷史 |
2022 年第 1 季之後清倉（21 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| MTDMettler Toledo International Inc | COM | 564 | $77.4 萬 | 0.1% | 歷史 |
| MARMarriott International Inc | Stock | 3,689 | $64.8 萬 | 0.1% | 歷史 |
| TLSTelos Corp | COM | 63,209 | $63.0 萬 | 0.1% | 歷史 |
| CVXChevron Corp | Stock | 2,852 | $46.4 萬 | 0.1% | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,387 | $37.9 萬 | <0.1% | 歷史 |
| MMM3M Co | Stock | 2,237 | $33.3 萬 | <0.1% | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,098 | $30.5 萬 | <0.1% | – |
| ORCLOracle Corp | Stock | 3,545 | $29.3 萬 | <0.1% | 歷史 |
| NVDANVIDIA Corp | Stock | 978 | $26.7 萬 | <0.1% | 歷史 |
| MNSBMainStreet Bancshares, Inc. | COM | 10,682 | $26.0 萬 | <0.1% | 歷史 |
| DISWalt Disney Co | Stock | 1,891 | $25.9 萬 | <0.1% | 歷史 |
| HPQHP Inc | Stock | 6,672 | $24.2 萬 | <0.1% | 歷史 |
| SOSouthern Co | Stock | 3,316 | $24.0 萬 | <0.1% | 歷史 |
| ANSSAnsys Inc | COM | 750 | $23.8 萬 | <0.1% | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,460 | $23.7 萬 | <0.1% | – |
| MRKMerck & Co., Inc. | Stock | 2,862 | $23.5 萬 | <0.1% | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 3,270 | $22.7 萬 | <0.1% | – |
| SAICScience Applications International Corp | COM | 2,434 | $22.4 萬 | <0.1% | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 937 | $22.3 萬 | <0.1% | – |
| LLYEli Lilly & Co | Stock | 760 | $21.8 萬 | <0.1% | 歷史 |
| PGProcter & Gamble Co | Stock | 1,418 | $21.7 萬 | <0.1% | 歷史 |