Campbell Deegan Wealth Management, LLC
RICHMOND VA · SEC CIK 0002059743
$1.41亿2026Q2 申报市值
56持仓数
84.8%前十大占比 · 第一大 17.1%
5 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
UJAN 加仓+$126.61万
HELO 加仓+$81.54万
INNOVATOR ETFS T 新建仓+$74.87万
VUG 加仓+$51.74万
JEPI 加仓+$51.73万
2026Q2 卖出最多 按季末市值估算
CL 清仓-$23.77万
WMT 清仓-$21.87万
GOOG 减仓-$14.94万
PM 减仓-$12.95万
SHW 减仓-$12.02万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| CL | COLGATE PALMOLIVE CO | $0 | 0.00% | 0 | -2,788 | -100.0% | -$23.77万 | 清仓 |
| WMT | WALMART INC | $0 | 0.00% | 0 | -1,760 | -100.0% | -$21.87万 | 清仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $4.67万 | 0.03% | 4,300 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $5.33万 | 0.04% | 3,300 | -300 | -8.3% | -$4,842 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看涨期权 | $8.42万 | 0.06% | 2,000 | -800 | -28.6% | -$3.37万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO 看跌期权 | $13.05万 | 0.09% | 4,500 | -300 | -6.2% | -$8,700 | 减仓 |
| UBS | UBS GROUP AG | $20.14万 | 0.14% | 4,064 | 4,064 | — | $20.14万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $20.48万 | 0.15% | 1,396 | -614 | -30.5% | -$9.01万 | 减仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $20.88万 | 0.15% | 10,500 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $21.10万 | 0.15% | 1,558 | -320 | -17.0% | -$4.33万 | 减仓 |
| SDY | SPDR SERIES TRUST | $21.40万 | 0.15% | 1,407 | 1 | 0.1% | $152 | 加仓 |
| ORCL | ORACLE CORP | $21.80万 | 0.15% | 1,487 | 24 | 1.6% | $3,518 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $22.89万 | 0.16% | 814 | 814 | — | $22.89万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $24.89万 | 0.18% | 1,052 | -65 | -5.8% | -$1.54万 | 减仓 |
| BA | BOEING CO | $26.32万 | 0.19% | 1,216 | 4 | 0.3% | $866 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $26.35万 | 0.19% | 3,646 | 9 | 0.2% | $651 | 加仓 |
| AVGO | BROADCOM INC | $27.17万 | 0.19% | 719 | 38 | 5.6% | $1.44万 | 加仓 |
| JVAL | J P MORGAN EXCHANGE TRADED F | $27.69万 | 0.20% | 4,721 | 17 | 0.4% | $997 | 加仓 |
| VTI | VANGUARD INDEX FDS | $28.19万 | 0.20% | 762 | 2 | 0.3% | $740 | 加仓 |
| LOW | LOWES COS INC | $28.62万 | 0.20% | 1,298 | -22 | -1.7% | -$4,851 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $29.36万 | 0.21% | 897 | 28 | 3.2% | $9,166 | 加仓 |
| CSCO | CISCO SYS INC | $30.63万 | 0.22% | 2,608 | 5 | 0.2% | $587 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $31.69万 | 0.22% | 2,005 | 12 | 0.6% | $1,896 | 加仓 |
| GL | GLOBE LIFE INC | $34.00万 | 0.24% | 1,903 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $34.24万 | 0.24% | 2,066 | -654 | -24.0% | -$10.84万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $35.77万 | 0.25% | 2,906 | -19 | -0.6% | -$2,339 | 减仓 |
| GOOG | ALPHABET INC | $42.00万 | 0.30% | 1,189 | -423 | -26.2% | -$14.94万 | 减仓 |
| BAC | BANK OF AMER CORP | $42.72万 | 0.30% | 7,498 | -36 | -0.5% | -$2,051 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $43.37万 | 0.31% | 679 | 679 | — | $43.37万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $44.21万 | 0.31% | 882 | -5 | -0.6% | -$2,506 | 减仓 |
| LLY | ELI LILLY & CO | $44.91万 | 0.32% | 374 | 3 | 0.8% | $3,602 | 加仓 |
| SNDK | SANDISK CORP | $45.47万 | 0.32% | 200 | 200 | — | $45.47万 | 新建仓 |
| D | DOMINION ENERGY INC | $47.41万 | 0.34% | 6,943 | 17 | 0.2% | $1,161 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $48.97万 | 0.35% | 2,302 | 4 | 0.2% | $851 | 加仓 |
| MO | ALTRIA GROUP INC | $49.34万 | 0.35% | 6,858 | 14 | 0.2% | $1,007 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $53.48万 | 0.38% | 1,024 | 2 | 0.2% | $1,045 | 加仓 |
| MRK | MERCK & CO INC | $55.60万 | 0.39% | 4,327 | -294 | -6.4% | -$3.78万 | 减仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $62.17万 | 0.44% | 4,389 | 4 | 0.1% | $567 | 加仓 |
| NEE | NEXTERA ENERGY INC | $66.83万 | 0.47% | 7,614 | 324 | 4.4% | $2.84万 | 加仓 |
| AMZN | AMAZON COM INC | $68.29万 | 0.48% | 2,865 | 39 | 1.4% | $9,296 | 加仓 |
| — | EXXON MOBIL CORP | $71.94万 | 0.51% | 5,262 | -75 | -1.4% | -$1.03万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $74.87万 | 0.53% | 18,365 | 18,365 | — | $74.87万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $75.84万 | 0.54% | 2,986 | -10 | -0.3% | -$2,540 | 减仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $76.93万 | 0.55% | 18,182 | -1,066 | -5.5% | -$4.51万 | 减仓 |
| GOOGL | ALPHABET INC | $106.37万 | 0.75% | 2,976 | -42 | -1.4% | -$1.50万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $136.83万 | 0.97% | 7,563 | -716 | -8.6% | -$12.95万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $156.94万 | 1.11% | 4,558 | -349 | -7.1% | -$12.02万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $159.09万 | 1.13% | 7,951 | 118 | 1.5% | $2.36万 | 加仓 |
| MSFT | MICROSOFT CORP | $174.63万 | 1.24% | 4,681 | 325 | 7.5% | $12.12万 | 加仓 |
| AAPL | APPLE INC | $234.66万 | 1.66% | 8,110 | -407 | -4.8% | -$11.78万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $243.61万 | 1.73% | 3,262 | -8 | -0.2% | -$5,975 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $635.84万 | 4.51% | 112,578 | 9,159 | 8.9% | $51.73万 | 加仓 |
| UJAN | INNOVATOR ETFS TRUST | $808.69万 | 5.73% | 178,393 | 27,930 | 18.6% | $126.61万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $893.10万 | 6.33% | 103,680 | 6,006 | 6.1% | $51.74万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $1,871.98万 | 13.27% | 277,002 | 12,065 | 4.6% | $81.54万 | 加仓 |
| FDLO | FIDELITY COVINGTON TRUST | $2,305.34万 | 16.35% | 337,359 | 6,531 | 2.0% | $44.63万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $2,378.21万 | 16.86% | 109,127 | 168 | 0.2% | $3.66万 | 加仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $2,417.36万 | 17.14% | 197,674 | 4,128 | 2.1% | $50.48万 | 加仓 |