Campbell Wealth Management
- SEC CIK
- 0001736648
- 最新申報
- 2025/1/30
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/5/8 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 73
- 較 2022 年第 4 季 −1
- 總值
- $7.98 億
- 較 2022 年第 4 季 +$7,966 萬 (+11.1%)
| 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 | 4,535,018 | $2.19 億 | 27.5% | +145,706+3.3% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 615,314 | $6,131 萬 | 7.7% | +615,314 | 新進 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 179,129 | $5,749 萬 | 7.2% | +5,748+3.3% | 加碼 | – |
| iShares Tr46436E882 | IBONDS 23 TRM TS | 2,178,145 | $5,404 萬 | 6.8% | +625,861+40.3% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 211,687 | $5,280 萬 | 6.6% | +5,541+2.7% | 加碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 456,945 | $5,038 萬 | 6.3% | +456,945 | 新進 | – |
| iShares Tr46436E874 | IBONDS 24 TRM TS | 1,666,508 | $4,001 萬 | 5.0% | +110,117+7.1% | 加碼 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 340,051 | $3,441 萬 | 4.3% | +5,668+1.7% | 加碼 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 80,687 | $2,684 萬 | 3.4% | +1,908+2.4% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 55,417 | $2,278 萬 | 2.9% | +840+1.5% | 加碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 656,218 | $2,110 萬 | 2.6% | +16,854+2.6% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J866 | BULSHS 2023 CB | 977,569 | $2,061 萬 | 2.6% | +38,838+4.1% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 998,551 | $2,056 萬 | 2.6% | +40,907+4.3% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 952,011 | $1,931 萬 | 2.4% | +40,907+4.5% | 加碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 77,645 | $1,828 萬 | 2.3% | +1,359+1.8% | 加碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 252,079 | $1,710 萬 | 2.1% | +7,517+3.1% | 加碼 | – |
| Schwab Strategic Tr808524698 | 5 10YR CORP BD | 297,579 | $1,329 萬 | 1.7% | +10,774+3.8% | 加碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 38,718 | $872.0 萬 | 1.1% | +413+1.1% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 43,051 | $472.1 萬 | 0.6% | +35,092+440.9% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 19,657 | $324.1 萬 | 0.4% | −741−3.6% | 減碼 | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 31,339 | $311.0 萬 | 0.4% | −341−1.1% | 減碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 34,802 | $266.2 萬 | 0.3% | −776,184−95.7% | 減碼 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 45,518 | $217.7 萬 | 0.3% | −1,006,047−95.7% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 7,242 | $208.8 萬 | 0.3% | −524−6.7% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 6,582 | $164.7 萬 | 0.2% | −137−2.0% | 減碼 | – |
| BMYBristol Myers Squibb Co | Stock | 21,480 | $148.9 萬 | 0.2% | −123−0.6% | 減碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 29,272 | $122.7 萬 | 0.2% | −1,090−3.6% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,758 | $112.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 4,361 | $106.6 萬 | 0.1% | +1,064+32.3% | 加碼 | – |
| MTDMettler Toledo International Inc | COM | 497 | $76.1 萬 | 0.1% | −1−0.2% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 8,839 | $68.1 萬 | 0.1% | −84−0.9% | 減碼 | 歷史 |
| DDominion Energy, Inc | Stock | 11,228 | $62.8 萬 | 0.1% | −84−0.7% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,031 | $62.7 萬 | 0.1% | +206+11.3% | 加碼 | 歷史 |
| MARMarriott International Inc | Stock | 3,689 | $61.3 萬 | 0.1% | −2−0.1% | 減碼 | 歷史 |
| WPCW. P. Carey Inc. | COM | 7,856 | $60.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 5,726 | $56.8 萬 | 0.1% | −5,829−50.4% | 減碼 | – |
| IBMInternational Business Machines Corp | Stock | 4,210 | $55.2 萬 | 0.1% | −77−1.8% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 2,602 | $48.4 萬 | 0.1% | −36−1.4% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 2,838 | $46.3 萬 | 0.1% | −9−0.3% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 4,300 | $44.4 萬 | 0.1% | −158−3.5% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,996 | $40.7 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 8,529 | $40.2 萬 | 0.1% | +529+6.6% | 加碼 | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 1,782 | $36.4 萬 | <0.1% | −329−15.6% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 1,219 | $36.0 萬 | <0.1% | −25−2.0% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 942 | $34.2 萬 | <0.1% | −10−1.1% | 減碼 | 歷史 |
| EDConsolidated Edison Inc | Stock | 3,459 | $33.1 萬 | <0.1% | +3+0.1% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,078 | $31.4 萬 | <0.1% | −485−18.9% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 6,384 | $30.7 萬 | <0.1% | 00.0% | 不變 | – |
| MRKMerck & Co., Inc. | Stock | 2,866 | $30.5 萬 | <0.1% | −11−0.4% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 1,599 | $29.1 萬 | <0.1% | −66−4.0% | 減碼 | 歷史 |
| CACICACI International Inc | CL A | 961 | $28.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,125 | $27.7 萬 | <0.1% | −77−3.5% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,366 | $27.5 萬 | <0.1% | −23−1.7% | 減碼 | 歷史 |
| SAICScience Applications International Corp | COM | 2,511 | $27.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 1,753 | $26.2 萬 | <0.1% | −427−19.6% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 760 | $26.1 萬 | <0.1% | −10−1.3% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 6,321 | $25.8 萬 | <0.1% | −177−2.7% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 2,608 | $25.4 萬 | <0.1% | −105−3.9% | 減碼 | 歷史 |
| MMM3M Co | Stock | 2,270 | $23.9 萬 | <0.1% | +22+1.0% | 加碼 | 歷史 |
| iShares U.S. Medical Devices ETF464288810 | ETF | 4,389 | $23.7 萬 | <0.1% | −1,291−22.7% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 851 | $23.6 萬 | <0.1% | +851 | 新進 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 1,195 | $23.5 萬 | <0.1% | −3−0.3% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33733E203 | NY ARCA BIOTECH | 1,505 | $23.3 萬 | <0.1% | −522−25.8% | 減碼 | – |
| RTXRTX Corp | Stock | 2,317 | $22.7 萬 | <0.1% | +2,317 | 新進 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,520 | $22.6 萬 | <0.1% | +169+12.5% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 3,242 | $22.6 萬 | <0.1% | −48−1.5% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 378 | $21.8 萬 | <0.1% | −5−1.3% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 2,349 | $21.8 萬 | <0.1% | +2,349 | 新進 | 歷史 |
| VVisa Inc. | Stock | 952 | $21.5 萬 | <0.1% | −35−3.5% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 726 | $20.7 萬 | <0.1% | −27−3.6% | 減碼 | 歷史 |
| PPGPPG Industries Inc | Stock | 1,500 | $20.0 萬 | <0.1% | +1,500 | 新進 | 歷史 |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 11,700 | $18.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TLSTelos Corp | COM | 45,704 | $11.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2022 年第 4 季之後清倉（7 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| DHRDanaher Corp | Stock | 1,621 | $43.0 萬 | 0.1% | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,462 | $39.8 萬 | 0.1% | 歷史 |
| LMTLockheed Martin Corp | Stock | 597 | $29.0 萬 | <0.1% | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,442 | $21.9 萬 | <0.1% | – |
| MNSBMainStreet Bancshares, Inc. | COM | 7,908 | $21.7 萬 | <0.1% | 歷史 |
| First Trust Cloud Computing ETF33734X192 | ETF | 3,752 | $21.6 萬 | <0.1% | – |
| JNJJohnson & Johnson | Stock | 1,152 | $20.4 萬 | <0.1% | 歷史 |