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Campbell Deegan Wealth Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Campbell Deegan Wealth Management, LLC

报告期 2026-03-31 · CIK 0002059743

持仓数

53

前50大市值合计

$124.6M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

VTV VANGUARD INDEX FDS

VALUE ETF

$21.4M

108,959

17.2%

FDLO FIDELITY COVINGTON TRUST

LOW VOLITY ETF

$21.4M

330,828

17.1%

SPGP INVESCO EXCHANGE TRADED FD T

S&P 500 GARP ETF

$20.8M

193,546

16.7%

HELO J P MORGAN EXCHANGE TRADED F

HEDGED EQUITY LA

$16.9M

264,937

13.6%

VUG VANGUARD INDEX FDS

GROWTH ETF

$7.1M

16,279

5.7%

UJAN INNOVATOR ETFS TRUST

US EQT ULTRA BF

$6.4M

150,463

5.1%

JEPI J P MORGAN EXCHANGE TRADED F

EQUITY PREMIUM

$5.9M

103,419

4.7%

AAPL APPLE INC

COM

$2.2M

8,517

1.7%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$2.1M

3,270

1.7%

MSFT MICROSOFT CORP

COM

$1.6M

4,356

1.3%

SHW SHERWIN WILLIAMS CO

COM

$1.6M

4,907

1.3%

PM PHILIP MORRIS INTL INC

COM

$1.4M

8,279

1.1%

NVDA NVIDIA CORPORATION

COM

$1.4M

7,833

1.1%

— EXXON MOBIL CORP

COM

$905.4K

5,337

0.7%

GOOGL ALPHABET INC

CAP STK CL A

$867.9K

3,018

0.7%

JNJ JOHNSON & JOHNSON

COM

$732.3K

2,996

0.6%

AUB ATLANTIC UN BANKSHARES CORP

COM

$687.9K

19,248

0.6%

NEE NEXTERA ENERGY INC

COM

$677.1K

7,290

0.5%

AMZN AMAZON COM INC

COM

$588.6K

2,826

0.5%

PKW INVESCO EXCHANGE TRADED FD T

BUYBACK ACHIEV

$575.5K

4,385

0.5%

CVX CHEVRON CORPORATION

COM

$562.9K

2,720

0.5%

MRK MERCK & CO INC

COM

$555.9K

4,621

0.4%

DIA STATE STR SPDR DOW JONES IND

UT SER 1

$473.6K

1,022

0.4%

GOOG ALPHABET INC

CAP STK CL C

$462.5K

1,612

0.4%

ICE INTERCONTINENTAL EXCHANGE IN

COM

$460.0K

2,925

0.4%

MO ALTRIA GROUP INC

COM

$451.6K

6,844

0.4%

RSP INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT

$441.0K

2,298

0.4%

TMO THERMO FISHER SCIENTIFIC INC

COM

$435.9K

887

0.3%

D DOMINION ENERGY INC

COM

$428.1K

6,926

0.3%

BAC BANK AMERICA CORP

COM

$367.3K

7,534

0.3%

LLY ELI LILLY & CO

COM

$341.5K

371

0.3%

LOW LOWES COS INC

COM

$311.8K

1,320

0.3%

VYM VANGUARD WHITEHALL FDS

HIGH DIV YLD

$295.1K

1,993

0.2%

PEP PEPSICO INC

COM

$291.7K

1,878

0.2%

PG PROCTER & GAMBLE CO

COM

$290.4K

2,010

0.2%

GL GLOBE LIFE INC

COM

$264.9K

1,903

0.2%

JPM JPMORGAN CHASE & CO

COM

$255.6K

869

0.2%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$243.8K

760

0.2%

BA BOEING CO

COM

$241.2K

1,212

0.2%

VIG VANGUARD SPECIALIZED FUNDS

DIV APP ETF

$240.3K

1,117

0.2%

CL COLGATE PALMOLIVE CO

COM

$237.7K

2,788

0.2%

JVAL J P MORGAN EXCHANGE TRADED F

US VALUE FACTR

$229.8K

4,704

0.2%

JQUA J P MORGAN EXCHANGE TRADED F

US QUALTY FCTR

$223.0K

3,637

0.2%

WMT WALMART INC

COM

$218.7K

1,760

0.2%

ORCL ORACLE CORP

COM

$215.3K

1,463

0.2%

AVGO BROADCOM INC

COM

$210.8K

681

0.2%

SDY SPDR SERIES TRUST

STATE STREET SPD

$205.1K

1,406

0.2%

CSCO CISCO SYS INC

COM

$202.0K

2,603

0.2%

SHW SHERWIN WILLIAMS CO

COM · 认沽

$182.4K

4,800

0.1%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT · 认沽

$180.3K

3,600

0.1%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

75%前 6 大占比

VTV17.2%FDLO17.1%SPGP16.7%HELO13.6%VUG5.7%UJAN5.1%