CIK: 0002059743
申报总市值
US$1.2亿
申报季度: 2026-03-31 · 持股只数: 53
Campbell Deegan Wealth Management, LLC在最新一期 13F 报告中披露了 53 项持股，申报期为 2026-03-31，总持股市值约为 US$1.2亿，季度换手率为 9.1%。
Campbell Deegan Wealth Management, LLC 目前披露的持仓，Herfindahl 集中度指数为 0.114——换算下来相当于约 9 个等权重仓位，明显低于其实际披露的 53 只持仓。这一差距显示该机构的策略偏向集中在少数高信心仓位，而非广泛分散。
整体仓位大小差异较大（变异系数为 2.17），除少数重仓仓位外，还有许多规模较小的持仓。
近期操作偏向加仓既有的大仓位，而非大幅加仓新建仓的仓位（倾斜幅度为 2.1 个百分点）——这种模式较符合动量追涨的操作风格。
目前行业板块分类约覆盖此投资组合披露价值的 16%；其余部分（例如未匹配板块的标的、期权或其他证券类型）尚未纳入板块分类范围。
加仓 UJAN
+84.9% US$287.7万
减仓 SPGP
-0.0% -US$121.7万
减仓 VUG
-1.5% -US$95.6万
减仓 FDLO
+0.1% -US$68.3万
加仓 VTV
+0.8% US$72.5万
减仓 MSFT
+1.2% -US$46.9万
仅显示前 49 大持股（共 53 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | ETF-其他 | 17.11% | +0.44% | +0.76% | |
| 2 | FDLO | Fidelity Low Volat Fact ETF | ETF-其他 | 17.10% | -0.70% | +0.14% | |
| 3 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型股与成长 | 16.67% | -1.13% | -0.04% | |
| 4 | HELO | Jpmorgan Hedged Equity ETF | ETF-其他 | 13.55% | -0.06% | +4.38% | |
| 5 | VUG | Vanguard Growth ETF | ETF-其他 | 5.69% | -0.82% | -1.54% | |
| 6 | UJAN | Innovator U.s. Equity Ultra | ETF-其他 | 5.12% | +2.28% | +84.95% | |
| 7 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 4.69% | +0.15% | +5.30% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.87% | -0.01% | +183.91% | |
| 9 | AAPL | Apple INC | 股票-科技 | 1.73% | -0.16% | -1.31% | |
| 10 | SHW | Sherwin-williams Co/the | 股票-原材料 | 1.40% | -0.28% | +50.96% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.29% | -0.39% | +1.18% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 1.16% | +0.02% | +60.09% | |
| 13 | PM | Philip Morris International | 股票-非周期性消费 | 1.10% | +0.03% | +0.28% | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 0.72% | +0.20% | -0.93% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.69% | -0.07% | +0.94% | |
| 16 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.59% | +0.09% | +0.20% | |
| 17 | AUB | Atlantic Union Bankshares Co | 股票-金融 | 0.55% | — | — | |
| 18 | NEE | Nextera Energy INC | 股票-公用事业 | 0.54% | +0.03% | -6.66% | |
| 19 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.47% | -0.04% | +3.90% | |
| 20 | PKW | Invesco Buyback Achievers Et | ETF-其他 | 0.46% | -0.02% | +0.07% | |
| 21 | CVX | Chevron CORP | 股票-能源 | 0.45% | +0.10% | -4.39% | |
| 22 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.44% | -0.14% | -32.35% | |
| 23 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.38% | -0.02% | +0.10% | |
| 24 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.37% | -0.01% | +7.04% | |
| 25 | ICE | Intercontinental Exchange In | 股票-金融 | 0.37% | -0.01% | +1.28% | |
| 26 | MO | Altria Group INC | 股票-非周期性消费 | 0.36% | +0.04% | +0.99% | |
| 27 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.35% | +0.17% | +101.05% | |
| 28 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.35% | -0.06% | — | |
| 29 | D | Dominion Energy INC | 股票-公用事业 | 0.34% | +0.01% | -0.75% | |
| 30 | BAC | Bank Of America CORP | 股票-金融 | 0.29% | -0.03% | +2.98% | |
| 31 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.27% | +0.01% | +25.34% | |
| 32 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.25% | — | +0.99% | |
| 33 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.24% | +0.01% | +0.61% | |
| 34 | PEP | Pepsico INC | 股票-非周期性消费 | 0.23% | -0.02% | -12.00% | |
| 35 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.23% | -0.01% | -2.99% | |
| 36 | GL | Globe Life INC | 股票-金融 | 0.21% | — | — | |
| 37 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.20% | -0.02% | +4.20% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.20% | +0.20% | NEW | |
| 39 | BA | Boeing Co/the | 股票-工业 | 0.19% | -0.02% | +1.25% | |
| 40 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.19% | -0.01% | +0.36% | |
| 41 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.19% | +0.19% | NEW | |
| 42 | JVAL | Jpmorgan US Value Factor ETF | ETF-其他 | 0.18% | — | +0.34% | |
| 43 | JQUA | Jpmorgan US Quality Factor | ETF-其他 | 0.18% | — | +0.28% | |
| 44 | WMT | Walmart INC | 股票-非周期性消费 | 0.18% | +0.18% | NEW | |
| 45 | ORCL | Oracle CORP | 股票-科技 | 0.17% | -0.06% | +1.95% | |
| 46 | AVGO | Broadcom INC | 股票-科技 | 0.17% | -0.01% | +7.24% | |
| 47 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.16% | +0.16% | NEW | |
| 48 | CSCO | Cisco Systems INC | 股票-科技 | 0.16% | +0.16% | NEW | |
| 49 | MUFG | Mitsubishi Ufj Finl-spon Adr | 股票-金融 | 0.14% | +0.14% | NEW |
Q3 2026表现
+3%
近4个季度表现
+16.5%
Campbell Deegan Wealth Management, LLC 在 2026-03-31 最显著的持仓异动： 清仓: Home Depot INC (HD); 新建仓: Vanguard Total Stock Mkt ETF (VTI); 新建仓: Colgate-palmolive Co (CL); 新建仓: Walmart INC (WMT); 清仓: Meta Platforms Inc-class A (META).
| 季度 | 申报日期 | 类型 | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-08 | 13F-HR | 在 EDGAR 上查看 |
| 2025-12-31 | 2026-01-22 | 13F-HR | 在 EDGAR 上查看 |
| 2025-09-30 | 2025-11-12 | 13F-HR | 在 EDGAR 上查看 |
| 2025-06-30 | 2025-08-08 | 13F-HR | 在 EDGAR 上查看 |
| 2025-03-31 | 2025-05-12 | 13F-HR | 在 EDGAR 上查看 |
| 2024-12-31 | 2025-03-11 | 13F-HR | 在 EDGAR 上查看 |
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