Campbell Wealth Management
- SEC CIK
- 0001736648
- 最新申報
- 2025/1/30
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/10/11 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 73
- 較 2022 年第 2 季 +17
- 總值
- $6.92 億
- 較 2022 年第 2 季 −$2,209 萬 (−3.1%)
| 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 | 4,365,922 | $1.85 億 | 26.7% | +25,578+0.6% | 加碼 | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 644,807 | $6,190 萬 | 8.9% | +644,807 | 新進 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 774,411 | $5,794 萬 | 8.4% | +774,411 | 新進 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 1,010,202 | $4,860 萬 | 7.0% | +1,010,202 | 新進 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 167,410 | $4,474 萬 | 6.5% | +11,283+7.2% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 197,832 | $4,233 萬 | 6.1% | +11,124+6.0% | 加碼 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 336,762 | $2,790 萬 | 4.0% | +10,019+3.1% | 加碼 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 78,916 | $2,267 萬 | 3.3% | +1,118+1.4% | 加碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 104,141 | $2,055 萬 | 3.0% | −57,488−35.6% | 減碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 638,213 | $1,938 萬 | 2.8% | +12,590+2.0% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J866 | BULSHS 2023 CB | 902,863 | $1,884 萬 | 2.7% | +902,863 | 新進 | – |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 920,110 | $1,876 萬 | 2.7% | +920,110 | 新進 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 49,934 | $1,791 萬 | 2.6% | −689−1.4% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 876,551 | $1,748 萬 | 2.5% | +876,551 | 新進 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 74,850 | $1,550 萬 | 2.2% | −1,299−1.7% | 減碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 243,686 | $1,475 萬 | 2.1% | +14,824+6.5% | 加碼 | – |
| iShares Tr46436E882 | IBONDS 23 TRM TS | 573,542 | $1,421 萬 | 2.1% | +573,542 | 新進 | – |
| Schwab Strategic Tr808524698 | 5 10YR CORP BD | 276,068 | $1,160 萬 | 1.7% | +276,068 | 新進 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 37,743 | $362.7 萬 | 0.5% | −646,295−94.5% | 減碼 | – |
| AAPLApple Inc. | Stock | 20,471 | $282.9 萬 | 0.4% | +6,119+42.6% | 加碼 | 歷史 |
| iShares Tr46432F859 | CORE 1 5 YR USD | 41,504 | $191.3 萬 | 0.3% | −2,238,569−98.2% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 7,802 | $181.7 萬 | 0.3% | +1,688+27.6% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 21,549 | $153.2 萬 | 0.2% | +13,538+169.0% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 6,461 | $141.7 萬 | 0.2% | +284+4.6% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 29,341 | $110.9 萬 | 0.2% | +12,226+71.4% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,771 | $99.0 萬 | 0.1% | +13+0.5% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 8,435 | $81.3 萬 | 0.1% | −478,484−98.3% | 減碼 | – |
| DDominion Energy, Inc | Stock | 11,554 | $79.8 萬 | 0.1% | −1,102−8.7% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 8,893 | $69.7 萬 | 0.1% | +1,044+13.3% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 7,952 | $69.4 萬 | 0.1% | +1,579+24.8% | 加碼 | 歷史 |
| MTDMettler Toledo International Inc | COM | 564 | $61.1 萬 | 0.1% | +564 | 新進 | 歷史 |
| AMZNAmazon Com Inc | Stock | 5,020 | $56.7 萬 | 0.1% | +1,060+26.8% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,947 | $52.0 萬 | 0.1% | +583+42.7% | 加碼 | 歷史 |
| MARMarriott International Inc | Stock | 3,689 | $51.7 萬 | 0.1% | +3,689 | 新進 | 歷史 |
| WPCW. P. Carey Inc. | COM | 7,387 | $51.6 萬 | 0.1% | +3,733+102.2% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 4,283 | $50.9 萬 | 0.1% | +2,602+154.8% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,530 | $45.4 萬 | 0.1% | −178−6.6% | 減碼 | – |
| DHRDanaher Corp | Stock | 1,610 | $41.6 萬 | 0.1% | −19−1.2% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 2,891 | $41.5 萬 | 0.1% | +2,891 | 新進 | 歷史 |
| TXNTexas Instruments Inc | Stock | 2,630 | $40.7 萬 | 0.1% | +94+3.7% | 加碼 | 歷史 |
| TLSTelos Corp | COM | 45,704 | $40.6 萬 | 0.1% | +45,704 | 新進 | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 2,111 | $36.8 萬 | 0.1% | +37+1.8% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 2,686 | $36.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 4,907 | $35.0 萬 | 0.1% | −274,353−98.2% | 減碼 | – |
| LMTLockheed Martin Corp | Stock | 859 | $33.2 萬 | <0.1% | −178−17.2% | 減碼 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 2,172 | $30.9 萬 | <0.1% | +15+0.7% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,591 | $30.8 萬 | <0.1% | 00.0% | 不變 | – |
| EDConsolidated Edison Inc | Stock | 3,453 | $29.6 萬 | <0.1% | +239+7.4% | 加碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 3,605 | $28.7 萬 | <0.1% | +706+24.4% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 1,037 | $28.6 萬 | <0.1% | +106+11.4% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 6,529 | $28.6 萬 | <0.1% | +1,045+19.1% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 1,671 | $27.3 萬 | <0.1% | +39+2.4% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33733E203 | NY ARCA BIOTECH | 2,072 | $27.3 萬 | <0.1% | +37+1.8% | 加碼 | – |
| MAMastercard Inc | Stock | 956 | $27.2 萬 | <0.1% | +14+1.5% | 加碼 | 歷史 |
| iShares U.S. Medical Devices ETF464288810 | ETF | 5,748 | $27.1 萬 | <0.1% | +132+2.4% | 加碼 | – |
| UNPUnion Pacific Corp | Stock | 1,387 | $27.0 萬 | <0.1% | +1,387 | 新進 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 6,384 | $26.8 萬 | <0.1% | 00.0% | 不變 | – |
| MRKMerck & Co., Inc. | Stock | 2,994 | $25.8 萬 | <0.1% | +2,994 | 新進 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 1,216 | $25.3 萬 | <0.1% | +97+8.7% | 加碼 | 歷史 |
| MMM3M Co | Stock | 2,282 | $25.2 萬 | <0.1% | +2,282 | 新進 | 歷史 |
| CACICACI International Inc | CL A | 961 | $25.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 774 | $25.0 萬 | <0.1% | +774 | 新進 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 2,858 | $23.7 萬 | <0.1% | +160+5.9% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,098 | $23.1 萬 | <0.1% | +1,098 | 新進 | – |
| JPMJPMorgan Chase & Co | Stock | 2,158 | $22.6 萬 | <0.1% | −76−3.4% | 減碼 | 歷史 |
| First Trust Cloud Computing ETF33734X192 | ETF | 3,707 | $22.4 萬 | <0.1% | +153+4.3% | 加碼 | – |
| SAICScience Applications International Corp | COM | 2,510 | $22.2 萬 | <0.1% | +2,510 | 新進 | 歷史 |
| SOSouthern Co | Stock | 3,255 | $22.1 萬 | <0.1% | +3,255 | 新進 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,608 | $21.7 萬 | <0.1% | +1,608 | 新進 | – |
| MNSBMainStreet Bancshares, Inc. | COM | 9,274 | $21.2 萬 | <0.1% | +9,274 | 新進 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 2,180 | $20.9 萬 | <0.1% | −80−3.5% | 減碼依 20 比 1 拆股換算 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,231 | $20.1 萬 | <0.1% | +100+8.8% | 加碼 | 歷史 |
| iShares Tr464288638 | ISHS 5-10YR INVT | 4,167 | $20.1 萬 | <0.1% | −223,682−98.2% | 減碼 | – |
2022 年第 2 季之後清倉（4 檔）
2022 年第 2 季季末還持有、這份申報已經沒有的部位。