Lowery Thomas, LLC
- SEC CIK
- 0001919701
- 最新申報
- 2026/7/29
2023 年第 3 季持倉
持倉截至 2023/9/30，2023/11/1 申報。只含多頭部位，變化是跟 2023 年第 2 季比股數。
- 持股檔數
- 48
- 較 2023 年第 2 季 +2
- 總值
- $1.05 億
- 較 2023 年第 2 季 +$288.0 萬 (+2.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 110,201 | $1,012 萬 | 9.7% | −8,839−7.4% | 減碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 120,430 | $875.8 萬 | 8.4% | +16,349+15.7% | 加碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 164,391 | $787.3 萬 | 7.5% | −23,183−12.4% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 14,447 | $617.6 萬 | 5.9% | +2,070+16.7% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 14,531 | $570.6 萬 | 5.5% | +2,968+25.7% | 加碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 82,241 | $530.1 萬 | 5.1% | +5,174+6.7% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 14,059 | $503.7 萬 | 4.8% | +13+0.1% | 加碼 | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 88,720 | $496.6 萬 | 4.7% | +3,491+4.1% | 加碼 | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 28,258 | $416.5 萬 | 4.0% | +7,368+35.3% | 加碼 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 18,154 | $406.9 萬 | 3.9% | +3,241+21.7% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 14,937 | $397.3 萬 | 3.8% | +1,459+10.8% | 加碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 15,874 | $372.9 萬 | 3.6% | −100−0.6% | 減碼 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 9,316 | $312.0 萬 | 3.0% | −1,949−17.3% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 50,810 | $272.1 萬 | 2.6% | +5,641+12.5% | 加碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 27,185 | $248.3 萬 | 2.4% | +918+3.5% | 加碼 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 13,881 | $201.2 萬 | 1.9% | +3,534+34.2% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 32,868 | $194.8 萬 | 1.9% | −481−1.4% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 12,811 | $181.5 萬 | 1.7% | −2,078−14.0% | 減碼 | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 11,223 | $152.1 萬 | 1.5% | +1,907+20.5% | 加碼 | – |
| Vanguard Admiral FDS Inc921932794 | SMLCP 600 GRTH | 14,966 | $141.1 萬 | 1.3% | +3,808+34.1% | 加碼 | – |
| Invesco Exchange Traded FD T46137V464 | S&P MDCP MOMNTUM | 17,277 | $139.1 萬 | 1.3% | −736−4.1% | 減碼 | – |
| AAPLApple Inc. | Stock | 7,962 | $136.3 萬 | 1.3% | +28+0.4% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 30,063 | $124.0 萬 | 1.2% | −2,940−8.9% | 減碼 | – |
| KLACKLA Corp | COM NEW | 2,112 | $96.9 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 13,971 | $94.6 萬 | 0.9% | +354+2.6% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 5,206 | $92.0 萬 | 0.9% | +331+6.8% | 加碼 | – |
| Invesco Exchange Traded FD T46137V480 | S&P SMCP VLU MNT | 18,767 | $90.4 萬 | 0.9% | +1,647+9.6% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 4,621 | $90.0 萬 | 0.9% | +1,649+55.5% | 加碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 15,639 | $77.3 萬 | 0.7% | −9,756−38.4% | 減碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 4,541 | $68.9 萬 | 0.7% | +2,361+108.3% | 加碼 | – |
| Vanguard S&P 500 Value ETF921932703 | ETF | 4,539 | $67.5 萬 | 0.6% | +282+6.6% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 15,889 | $65.8 萬 | 0.6% | +184+1.2% | 加碼 | – |
| Invesco Exchange Traded FD T46137V498 | S&P SMLCP MOMENT | 13,167 | $63.9 萬 | 0.6% | −409−3.0% | 減碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 4,344 | $56.9 萬 | 0.5% | +1,043+31.6% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 3,209 | $52.6 萬 | 0.5% | +757+30.9% | 加碼 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 4,720 | $52.1 萬 | 0.5% | +1,145+32.0% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 10,274 | $52.0 萬 | 0.5% | +5,224+103.4% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 1,347 | $42.5 萬 | 0.4% | +2+0.1% | 加碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 3,071 | $39.5 萬 | 0.4% | −1,940−38.7% | 減碼 | – |
| Vanguard Admiral FDS Inc921932778 | SMLCP 600 VAL | 4,978 | $38.4 萬 | 0.4% | +1,316+35.9% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 2,908 | $37.0 萬 | 0.4% | −50−1.7% | 減碼 | 歷史 |
| Global X FDS37954Y632 | ARTIFICIAL ETF | 12,753 | $34.3 萬 | 0.3% | +12,753 | 新進 | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 4,438 | $32.5 萬 | 0.3% | +1,084+32.3% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,372 | $28.6 萬 | 0.3% | +5+0.4% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E842 | DORSEY WRGT SMLC | 3,585 | $26.9 萬 | 0.3% | −427−10.6% | 減碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 2,867 | $23.2 萬 | 0.2% | +2,867 | 新進 | – |
| NVDANVIDIA Corp | Stock | 523 | $22.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 756 | $22.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |