Lowery Thomas, LLC
- SEC CIK
- 0001919701
- 最新申報
- 2026/7/29
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/5/10 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 50
- 較 2021 年第 4 季 +1
- 總值
- $1.29 億
- 較 2021 年第 4 季 −$1,607 萬 (−11.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Invesco QQQ Trust Series I46090E103 | ETF | 28,484 | $1,033 萬 | 8.0% | +792+2.9% | 加碼 | – |
| Schwab US Tips ETF808524870 | ETF | 140,342 | $852.0 萬 | 6.6% | −75,487−35.0% | 減碼 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 68,745 | $757.9 萬 | 5.9% | +33,769+96.5% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 176,317 | $736.1 萬 | 5.7% | +77,094+77.7% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 108,717 | $719.8 萬 | 5.6% | −5,128−4.5% | 減碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 75,110 | $626.0 萬 | 4.9% | +5,267+7.5% | 加碼 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 21,956 | $561.5 萬 | 4.4% | −2,478−10.1% | 減碼 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 17,993 | $485.4 萬 | 3.8% | −483−2.6% | 減碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 48,174 | $484.1 萬 | 3.8% | −14,706−23.4% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 16,347 | $453.9 萬 | 3.5% | −744−4.4% | 減碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 117,587 | $450.6 萬 | 3.5% | +15,841+15.6% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 41,034 | $439.5 萬 | 3.4% | −3,552−8.0% | 減碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 17,325 | $433.2 萬 | 3.4% | −338−1.9% | 減碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 54,294 | $406.2 萬 | 3.2% | −1,344−2.4% | 減碼依 2 比 1 拆股換算 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 8,646 | $390.5 萬 | 3.0% | +264+3.1% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 21,501 | $341.7 萬 | 2.7% | +7,569+54.3% | 加碼 | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 67,550 | $326.4 萬 | 2.5% | +5,049+8.1% | 加碼 | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 19,866 | $320.6 萬 | 2.5% | −1,945−8.9% | 減碼 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 9,210 | $319.4 萬 | 2.5% | +1,476+19.1% | 加碼 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 22,169 | $265.2 萬 | 2.1% | +208+0.9% | 加碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 18,015 | $246.8 萬 | 1.9% | +1,254+7.5% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 29,736 | $236.5 萬 | 1.8% | −5,195−14.9% | 減碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 26,611 | $190.0 萬 | 1.5% | +8,871+50.0% | 加碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 33,344 | $168.6 萬 | 1.3% | −15,741−32.1% | 減碼 | – |
| iShares Tr464288752 | US HOME CONS ETF | 27,859 | $165.1 萬 | 1.3% | +51+0.2% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 555 | $155.0 萬 | 1.2% | +49+9.7% | 加碼 | 歷史 |
| Vanguard Admiral FDS Inc921932794 | SMLCP 600 GRTH | 5,717 | $123.4 萬 | 1.0% | +624+12.3% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 5,591 | $114.8 萬 | 0.9% | −342−5.8% | 減碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 10,015 | $82.0 萬 | 0.6% | +10,015 | 新進 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 6,687 | $80.9 萬 | 0.6% | −9,487−58.7% | 減碼 | – |
| AAPLApple Inc. | Stock | 4,239 | $74.0 萬 | 0.6% | +583+15.9% | 加碼 | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 14,884 | $73.7 萬 | 0.6% | −1,668−10.1% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 225 | $73.3 萬 | 0.6% | +20+9.8% | 加碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 8,326 | $64.9 萬 | 0.5% | −39,900−82.7% | 減碼 | – |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 6,230 | $63.9 萬 | 0.5% | −9,828−61.2% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 1,901 | $58.6 萬 | 0.5% | +334+21.3% | 加碼 | 歷史 |
| Fidelity Covington Trust316092857 | MSCI RL EST ETF | 16,512 | $53.5 萬 | 0.4% | +16,512 | 新進 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 6,594 | $50.0 萬 | 0.4% | −158−2.3% | 減碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 3,000 | $49.8 萬 | 0.4% | +13+0.4% | 加碼 | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 5,460 | $45.8 萬 | 0.4% | −1,954−26.4% | 減碼 | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 1,917 | $42.7 萬 | 0.3% | +1,065+125.0% | 加碼 | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 2,562 | $38.2 萬 | 0.3% | +2,562 | 新進 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,489 | $35.4 萬 | 0.3% | +5+0.3% | 加碼 | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 3,319 | $35.1 萬 | 0.3% | +3,319 | 新進 | – |
| NVDANVIDIA Corp | Stock | 1,265 | $34.5 萬 | 0.3% | +269+27.0% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,357 | $30.2 萬 | 0.2% | +445+48.8% | 加碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 2,796 | $28.8 萬 | 0.2% | +2,796 | 新進 | – |
| BXBlackstone Inc. | COM | 2,218 | $28.2 萬 | 0.2% | +2,218 | 新進 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 495 | $20.6 萬 | 0.2% | 00.0% | 不變 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 1,309 | $20.4 萬 | 0.2% | +1,309 | 新進 | – |
2021 年第 4 季之後清倉（6 檔）
2021 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 4 季股數 | 2021 年第 4 季市值 | 2021 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Osi ETF Tr67110P704 | OSHS GBL INTER | 86,690 | $426.8 萬 | 2.9% | – |
| Global X FDS37954Y442 | CLOUD COMPUTNG | 41,150 | $109.1 萬 | 0.8% | – |
| ARK Innovation ETF00214Q104 | ETF | 5,669 | $53.6 萬 | 0.4% | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 1,465 | $21.7 萬 | 0.1% | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 1,006 | $20.6 萬 | 0.1% | – |
| State Street SPDR S&P Homebuilders ETF78464A888 | ETF | 2,383 | $20.4 萬 | 0.1% | – |