Campbell Wealth Management
- SEC CIK
- 0001736648
- 最新申報
- 2025/1/30
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/1/10 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 74
- 較 2022 年第 3 季 +1
- 總值
- $7.18 億
- 較 2022 年第 3 季 +$2,648 萬 (+3.8%)
| 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 | 4,389,312 | $1.98 億 | 27.6% | +23,390+0.5% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 810,986 | $6,105 萬 | 8.5% | +36,575+4.7% | 加碼 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 1,051,565 | $4,912 萬 | 6.8% | +41,363+4.1% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 173,381 | $4,617 萬 | 6.4% | +5,971+3.6% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 206,146 | $4,393 萬 | 6.1% | +8,314+4.2% | 加碼 | – |
| iShares Tr46436E882 | IBONDS 23 TRM TS | 1,552,284 | $3,834 萬 | 5.3% | +978,742+170.6% | 加碼 | – |
| iShares Tr46436E874 | IBONDS 24 TRM TS | 1,556,391 | $3,712 萬 | 5.2% | +1,556,391 | 新進 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 334,383 | $3,284 萬 | 4.6% | −2,379−0.7% | 減碼 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 78,779 | $2,610 萬 | 3.6% | −137−0.2% | 減碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 639,364 | $2,187 萬 | 3.0% | +1,151+0.2% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 54,577 | $2,097 萬 | 2.9% | +4,643+9.3% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J866 | BULSHS 2023 CB | 938,731 | $1,970 萬 | 2.7% | +35,868+4.0% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 957,644 | $1,962 萬 | 2.7% | +37,534+4.1% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 911,104 | $1,835 萬 | 2.6% | +34,553+3.9% | 加碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 76,286 | $1,684 萬 | 2.3% | +1,436+1.9% | 加碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 244,562 | $1,605 萬 | 2.2% | +876+0.4% | 加碼 | – |
| Schwab Strategic Tr808524698 | 5 10YR CORP BD | 286,805 | $1,236 萬 | 1.7% | +10,737+3.9% | 加碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 38,305 | $806.4 萬 | 1.1% | −65,836−63.2% | 減碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 31,680 | $307.2 萬 | 0.4% | −6,063−16.1% | 減碼 | – |
| AAPLApple Inc. | Stock | 20,398 | $265.0 萬 | 0.4% | −73−0.4% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 7,766 | $186.2 萬 | 0.3% | −36−0.5% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 6,719 | $162.5 萬 | 0.2% | +258+4.0% | 加碼 | – |
| BMYBristol Myers Squibb Co | Stock | 21,603 | $155.4 萬 | 0.2% | +54+0.3% | 加碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 30,362 | $123.0 萬 | 0.2% | +1,021+3.5% | 加碼 | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 11,555 | $110.7 萬 | 0.2% | −633,252−98.2% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,758 | $105.5 萬 | 0.1% | −13−0.5% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 7,959 | $87.8 萬 | 0.1% | +7+0.1% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 8,923 | $74.6 萬 | 0.1% | +30+0.3% | 加碼 | 歷史 |
| MTDMettler Toledo International Inc | COM | 498 | $72.0 萬 | 0.1% | −66−11.7% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,297 | $70.6 萬 | 0.1% | +2,199+200.3% | 加碼 | – |
| DDominion Energy, Inc | Stock | 11,312 | $69.4 萬 | 0.1% | −242−2.1% | 減碼 | 歷史 |
| WPCW. P. Carey Inc. | COM | 7,856 | $61.4 萬 | 0.1% | +469+6.3% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 4,287 | $60.4 萬 | 0.1% | +4+0.1% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,825 | $56.4 萬 | 0.1% | −122−6.3% | 減碼 | 歷史 |
| MARMarriott International Inc | Stock | 3,691 | $55.0 萬 | 0.1% | +2+0.1% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 2,847 | $51.1 萬 | 0.1% | −44−1.5% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 2,638 | $43.6 萬 | 0.1% | +8+0.3% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 1,621 | $43.0 萬 | 0.1% | +11+0.7% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,462 | $39.8 萬 | 0.1% | −224−8.3% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,244 | $39.3 萬 | 0.1% | +207+20.0% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,996 | $38.2 萬 | 0.1% | −534−21.1% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 4,458 | $37.4 萬 | 0.1% | −562−11.2% | 減碼 | 歷史 |
| iShares Tr46432F859 | CORE 1 5 YR USD | 8,000 | $37.2 萬 | 0.1% | −33,504−80.7% | 減碼 | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 2,111 | $36.3 萬 | 0.1% | 00.0% | 不變 | – |
| PFEPfizer Inc | Stock | 6,498 | $33.3 萬 | <0.1% | −31−0.5% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 952 | $33.1 萬 | <0.1% | −4−0.4% | 減碼 | 歷史 |
| EDConsolidated Edison Inc | Stock | 3,456 | $32.9 萬 | <0.1% | +3+0.1% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,563 | $31.9 萬 | <0.1% | −28−1.1% | 減碼 | – |
| MRKMerck & Co., Inc. | Stock | 2,877 | $31.9 萬 | <0.1% | −117−3.9% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33733E203 | NY ARCA BIOTECH | 2,027 | $31.2 萬 | <0.1% | −45−2.2% | 減碼 | – |
| PEPPepsiCo Inc | Stock | 1,665 | $30.1 萬 | <0.1% | −6−0.4% | 減碼 | 歷史 |
| iShares U.S. Medical Devices ETF464288810 | ETF | 5,680 | $29.9 萬 | <0.1% | −68−1.2% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 2,202 | $29.5 萬 | <0.1% | +44+2.0% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 597 | $29.0 萬 | <0.1% | −262−30.5% | 減碼 | 歷史 |
| CACICACI International Inc | CL A | 961 | $28.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,389 | $28.8 萬 | <0.1% | +2+0.1% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 6,384 | $28.7 萬 | <0.1% | 00.0% | 不變 | – |
| LLYEli Lilly & Co | Stock | 770 | $28.2 萬 | <0.1% | −4−0.5% | 減碼 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 2,180 | $28.2 萬 | <0.1% | +8+0.4% | 加碼 | – |
| SAICScience Applications International Corp | COM | 2,511 | $27.9 萬 | <0.1% | +10.0% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 2,713 | $27.5 萬 | <0.1% | −145−5.1% | 減碼 | 歷史 |
| MMM3M Co | Stock | 2,248 | $27.0 萬 | <0.1% | −34−1.5% | 減碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 1,198 | $24.9 萬 | <0.1% | −18−1.5% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 3,290 | $23.5 萬 | <0.1% | +35+1.1% | 加碼 | 歷史 |
| TLSTelos Corp | COM | 45,704 | $23.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,442 | $21.9 萬 | <0.1% | −166−10.3% | 減碼 | – |
| MNSBMainStreet Bancshares, Inc. | COM | 7,908 | $21.7 萬 | <0.1% | −1,366−14.7% | 減碼 | 歷史 |
| First Trust Cloud Computing ETF33734X192 | ETF | 3,752 | $21.6 萬 | <0.1% | +45+1.2% | 加碼 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 383 | $21.1 萬 | <0.1% | +383 | 新進 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,351 | $20.5 萬 | <0.1% | +1,351 | 新進 | 歷史 |
| VVisa Inc. | Stock | 987 | $20.5 萬 | <0.1% | +987 | 新進 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,152 | $20.4 萬 | <0.1% | −79−6.4% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 753 | $20.1 萬 | <0.1% | +753 | 新進 | 歷史 |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 11,700 | $16.5 萬 | <0.1% | +11,700 | 新進 | 歷史 |
2022 年第 3 季之後清倉（5 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 3 季股數 | 2022 年第 3 季市值 | 2022 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 8,435 | $81.3 萬 | 0.1% | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 4,907 | $35.0 萬 | 0.1% | – |
| iShares Tr464287150 | CORE S&P TTL STK | 3,605 | $28.7 萬 | <0.1% | – |
| GOOGLAlphabet Inc. | Stock | 2,180 | $20.9 萬 | <0.1% | 歷史 |
| iShares Tr464288638 | ISHS 5-10YR INVT | 4,167 | $20.1 萬 | <0.1% | – |