Campbell Deegan Wealth Management, LLC
RICHMOND VA · SEC CIK 0002059743
$1.25亿2026Q1 申报市值
53持仓数
84.7%前十大占比 · 第一大 17.1%
9 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
UJAN 加仓+$293.78万
HELO 加仓+$71.09万
JEPI 加仓+$29.48万
VTI 新建仓+$24.38万
CL 新建仓+$23.77万
2026Q1 卖出最多 按季末市值估算
SHW 减仓-$48.82万
HD 清仓-$30.23万
MRK 减仓-$26.59万
META 清仓-$21.42万
BRK/B 清仓-$20.43万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | $2,137.77万 | 17.11% | 108,959 | 825 | 0.8% | $16.19万 | 加仓 |
| FDLO | FIDELITY COVINGTON TRUST | $2,136.82万 | 17.10% | 330,828 | 468 | 0.1% | $3.02万 | 加仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $2,082.95万 | 16.67% | 193,546 | -84 | -0.0% | -$9,040 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $1,693.21万 | 13.55% | 264,937 | 11,124 | 4.4% | $71.09万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $711.05万 | 5.69% | 16,279 | -255 | -1.5% | -$11.14万 | 减仓 |
| UJAN | INNOVATOR ETFS TRUST | $639.62万 | 5.12% | 150,463 | 69,108 | 84.9% | $293.78万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $586.18万 | 4.69% | 103,419 | 5,202 | 5.3% | $29.48万 | 加仓 |
| AAPL | APPLE INC | $216.16万 | 1.73% | 8,517 | -113 | -1.3% | -$2.87万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $212.69万 | 1.70% | 3,270 | -136 | -4.0% | -$8.85万 | 减仓 |
| MSFT | MICROSOFT CORP | $161.26万 | 1.29% | 4,356 | 51 | 1.2% | $1.89万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $157.29万 | 1.26% | 4,907 | -1,523 | -23.7% | -$48.82万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $136.89万 | 1.10% | 8,279 | 23 | 0.3% | $3,803 | 加仓 |
| NVDA | NVIDIA CORPORATION | $136.61万 | 1.09% | 7,833 | 254 | 3.4% | $4.43万 | 加仓 |
| — | EXXON MOBIL CORP | $90.54万 | 0.72% | 5,337 | -50 | -0.9% | -$8,482 | 减仓 |
| GOOGL | ALPHABET INC | $86.79万 | 0.69% | 3,018 | 28 | 0.9% | $8,052 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $73.23万 | 0.59% | 2,996 | 6 | 0.2% | $1,467 | 加仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $68.79万 | 0.55% | 19,248 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $67.71万 | 0.54% | 7,290 | -520 | -6.7% | -$4.83万 | 减仓 |
| AMZN | AMAZON COM INC | $58.86万 | 0.47% | 2,826 | 106 | 3.9% | $2.21万 | 加仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $57.55万 | 0.46% | 4,385 | 3 | 0.1% | $394 | 加仓 |
| CVX | CHEVRON CORPORATION | $56.29万 | 0.45% | 2,720 | -125 | -4.4% | -$2.59万 | 减仓 |
| MRK | MERCK & CO INC | $55.59万 | 0.44% | 4,621 | -2,210 | -32.4% | -$26.59万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $47.36万 | 0.38% | 1,022 | 1 | 0.1% | $463 | 加仓 |
| GOOG | ALPHABET INC | $46.25万 | 0.37% | 1,612 | 106 | 7.0% | $3.04万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $46.00万 | 0.37% | 2,925 | 37 | 1.3% | $5,819 | 加仓 |
| MO | ALTRIA GROUP INC | $45.16万 | 0.36% | 6,844 | 67 | 1.0% | $4,421 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $44.10万 | 0.35% | 2,298 | 1,155 | 101.0% | $22.16万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $43.59万 | 0.35% | 887 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $42.81万 | 0.34% | 6,926 | -52 | -0.7% | -$3,214 | 减仓 |
| BAC | BANK AMERICA CORP | $36.73万 | 0.29% | 7,534 | 218 | 3.0% | $1.06万 | 加仓 |
| LLY | ELI LILLY & CO | $34.15万 | 0.27% | 371 | 75 | 25.3% | $6.90万 | 加仓 |
| LOW | LOWES COS INC | $31.18万 | 0.25% | 1,320 | 13 | 1.0% | $3,071 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $29.51万 | 0.24% | 1,993 | 12 | 0.6% | $1,777 | 加仓 |
| PEP | PEPSICO INC | $29.17万 | 0.23% | 1,878 | -256 | -12.0% | -$3.98万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $29.04万 | 0.23% | 2,010 | -62 | -3.0% | -$8,957 | 减仓 |
| GL | GLOBE LIFE INC | $26.49万 | 0.21% | 1,903 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $25.56万 | 0.20% | 869 | 35 | 4.2% | $1.03万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $24.38万 | 0.20% | 760 | 760 | — | $24.38万 | 新建仓 |
| BA | BOEING CO | $24.12万 | 0.19% | 1,212 | 15 | 1.3% | $2,985 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $24.03万 | 0.19% | 1,117 | 4 | 0.4% | $861 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $23.77万 | 0.19% | 2,788 | 2,788 | — | $23.77万 | 新建仓 |
| JVAL | J P MORGAN EXCHANGE TRADED F | $22.98万 | 0.18% | 4,704 | 16 | 0.3% | $782 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $22.30万 | 0.18% | 3,637 | 10 | 0.3% | $613 | 加仓 |
| WMT | WALMART INC | $21.87万 | 0.18% | 1,760 | -192 | -9.8% | -$2.39万 | 重新持有 |
| ORCL | ORACLE CORP | $21.53万 | 0.17% | 1,463 | 28 | 2.0% | $4,120 | 加仓 |
| AVGO | BROADCOM INC | $21.08万 | 0.17% | 681 | 46 | 7.2% | $1.42万 | 加仓 |
| SDY | SPDR SERIES TRUST | $20.51万 | 0.16% | 1,406 | 1,406 | — | $20.51万 | 新建仓 |
| CSCO | CISCO SYS INC | $20.20万 | 0.16% | 2,603 | 2,603 | — | $20.20万 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO 看跌期权 | $18.24万 | 0.15% | 4,800 | 4,800 | — | $18.24万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $18.03万 | 0.14% | 3,600 | 3,600 | — | $18.03万 | 新建仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $17.82万 | 0.14% | 10,500 | 10,500 | — | $17.82万 | 新建仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $8.81万 | 0.07% | 4,300 | 4,300 | — | $8.81万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看涨期权 | $3.35万 | 0.03% | 2,800 | 2,800 | — | $3.35万 | 新建仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -879 | -100.0% | -$30.23万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -324 | -100.0% | -$21.42万 | 清仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | -406 | -100.0% | -$20.43万 | 清仓 |