Campbell Wealth Management 13F 持仓 · 最近申报 2024年Q4
Campbell Wealth Management 在 2024年Q4（报告期截至 2024-12-31）的 SEC 13F 申报中报告了 97 只证券，申报市值合计 11.11 亿美元。前几大持仓：SCHX（32.92%）、AGG（11.96%）、SCHI（11.29%）。本季前 25 大持仓中：新建仓 1 只、增持 23 只、减持 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | $365.8M | 32.92% | 15.8M | 增持 |
| 2 | AGG | ISHARES TR | $132.9M | 11.96% | 1.4M | 增持 |
| 3 | SCHI | SCHWAB STRATEGIC TR | $125.4M | 11.29% | 5.7M | 增持 |
| 4 | VUG | VANGUARD INDEX FDS | $79.2M | 7.13% | 193,020 | 增持 |
| 5 | DIA | SPDR DOW JONES INDL AVERAGE | $71.8M | 6.46% | 168,821 | 增持 |
| 6 | BSV | VANGUARD BD INDEX FDS | $66.7M | 6.00% | 863,284 | 增持 |
| 7 | XLI | SELECT SECTOR SPDR TR | $41.6M | 3.75% | 315,965 | 增持 |
| 8 | XLF | SELECT SECTOR SPDR TR | $36.6M | 3.29% | 756,328 | 增持 |
| 9 | IVV | ISHARES TR | $30.3M | 2.73% | 51,463 | 增持 |
| 10 | SCHM | SCHWAB STRATEGIC TR | $25.6M | 2.30% | 922,911 | 增持 |
| 11 | BSCP | INVESCO EXCH TRD SLF IDX FD | $25.3M | 2.28% | 1.2M | 增持 |
| 12 | IWV | ISHARES TR | $20.8M | 1.87% | 62,225 | 增持 |
| 13 | IWB | ISHARES TR | $16.7M | 1.50% | 51,848 | 增持 |
| 14 | SGOV | ISHARES TR | $8.5M | 0.77% | 84,902 | 增持 |
| 15 | AAPL | APPLE INC | $5.7M | 0.51% | 22,810 | 增持 |
| 16 | XOM | EXXON MOBIL CORP | $4.8M | 0.43% | 44,587 | 增持 |
| 17 | MSFT | MICROSOFT CORP | $4.5M | 0.41% | 10,724 | 增持 |
| 18 | SCHA | SCHWAB STRATEGIC TR | $4.0M | 0.36% | 153,540 | 增持 |
| 19 | IWM | ISHARES TR | $3.8M | 0.34% | 17,250 | 增持 |
| 20 | IJH | ISHARES TR | $2.1M | 0.19% | 33,297 | 减持 |
| 21 | SPY | SPDR S&P 500 ETF TR | $2.2M | 0.19% | 3,671 | 增持 |
| 22 | AMZN | AMAZON COM INC | $1.8M | 0.17% | 8,389 | 增持 |
| 23 | LLY | ELI LILLY & CO | $1.9M | 0.17% | 2,470 | 增持 |
| 24 | IBM | INTERNATIONAL BUSINESS MACHS | $1.2M | 0.11% | 5,537 | 增持 |
| 25 | MAR | MARRIOTT INTL INC NEW | $1.2M | 0.11% | 4,224 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2024-12-31
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR