Lowery Thomas, LLC
- SEC CIK
- 0001919701
- 最新申報
- 2026/7/29
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/5/10 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 46
- 較 2023 年第 4 季 0
- 總值
- $1.31 億
- 較 2023 年第 4 季 +$1,418 萬 (+12.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 155,492 | $1,442 萬 | 11.0% | +15,282+10.9% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 25,793 | $1,240 萬 | 9.5% | +4,870+23.3% | 加碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 100,849 | $925.8 萬 | 7.1% | +1,494+1.5% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 14,597 | $763.5 萬 | 5.8% | −172−1.2% | 減碼 | 歷史 |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 40,833 | $746.0 萬 | 5.7% | +5,269+14.8% | 加碼 | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 104,950 | $707.3 萬 | 5.4% | +8,039+8.3% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 14,054 | $624.0 萬 | 4.8% | +36+0.3% | 加碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 129,258 | $623.2 萬 | 4.8% | −10,728−7.7% | 減碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 69,283 | $526.4 萬 | 4.0% | −3,837−5.2% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 14,847 | $500.4 萬 | 3.8% | +20+0.1% | 加碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 15,909 | $458.2 萬 | 3.5% | −75−0.5% | 減碼 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 15,925 | $431.2 萬 | 3.3% | −1,438−8.3% | 減碼 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 16,071 | $361.6 萬 | 2.8% | +459+2.9% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 61,610 | $356.5 萬 | 2.7% | +5,653+10.1% | 加碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 25,408 | $290.0 萬 | 2.2% | −872−3.3% | 減碼 | – |
| Vanguard Admiral FDS Inc921932794 | SMLCP 600 GRTH | 25,369 | $285.2 萬 | 2.2% | +5,077+25.0% | 加碼 | – |
| Invesco Exchange Traded FD T46137V464 | S&P MDCP MOMNTUM | 24,575 | $282.3 萬 | 2.2% | +4,167+20.4% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 31,641 | $231.5 萬 | 1.8% | −1,174−3.6% | 減碼 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 5,795 | $230.5 萬 | 1.8% | −540−8.5% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 6,896 | $162.6 萬 | 1.2% | +521+8.2% | 加碼 | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 9,814 | $155.9 萬 | 1.2% | −1,454−12.9% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 27,553 | $138.0 萬 | 1.1% | +41+0.1% | 加碼 | – |
| AAPLApple Inc. | Stock | 7,557 | $129.6 萬 | 1.0% | −257−3.3% | 減碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 14,518 | $118.2 萬 | 0.9% | +346+2.4% | 加碼 | – |
| Invesco Exchange Traded FD T46137V480 | S&P SMCP VLU MNT | 19,726 | $112.3 萬 | 0.9% | +1,625+9.0% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 16,946 | $105.2 萬 | 0.8% | +4,423+35.3% | 加碼 | – |
| Vanguard S&P 500 Value ETF921932703 | ETF | 5,657 | $102.1 萬 | 0.8% | +449+8.6% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 4,775 | $100.4 萬 | 0.8% | −472−9.0% | 減碼 | – |
| Invesco Exchange Traded FD T46137V498 | S&P SMLCP MOMENT | 14,555 | $87.8 萬 | 0.7% | +1,358+10.3% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 16,308 | $80.3 萬 | 0.6% | −557−3.3% | 減碼 | – |
| KLACKLA Corp | COM NEW | 1,112 | $77.7 萬 | 0.6% | −400−26.5% | 減碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 4,316 | $77.3 萬 | 0.6% | −281−6.1% | 減碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 3,507 | $73.0 萬 | 0.6% | +106+3.1% | 加碼 | – |
| Vanguard Admiral FDS Inc921932778 | SMLCP 600 VAL | 6,748 | $59.7 萬 | 0.5% | +1,112+19.7% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 556 | $50.3 萬 | 0.4% | +33+6.3% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,138 | $47.9 萬 | 0.4% | −130−10.3% | 減碼 | 歷史 |
| Global X FDS37954Y632 | ARTIFICIAL ETF | 13,953 | $47.4 萬 | 0.4% | −100−0.7% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 2,608 | $47.0 萬 | 0.4% | −250−8.7% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 2,982 | $46.5 萬 | 0.4% | −652−17.9% | 減碼 | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 5,314 | $46.4 萬 | 0.4% | −285−5.1% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 757 | $36.7 萬 | 0.3% | +1+0.1% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,374 | $34.3 萬 | 0.3% | +5+0.4% | 加碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 5,355 | $31.1 萬 | 0.2% | −572−9.7% | 減碼 | – |
| ProShares Tr74347R206 | PSHS ULTRA QQQ | 3,446 | $30.1 萬 | 0.2% | +334+10.7% | 加碼 | – |
| iShares Semiconductor ETF464287523 | ETF | 899 | $20.3 萬 | 0.2% | +899 | 新進 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 362 | $20.1 萬 | 0.2% | +362 | 新進 | 歷史 |
2023 年第 4 季之後清倉（2 檔）
2023 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 4 季股數 | 2023 年第 4 季市值 | 2023 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 3,641 | $57.4 萬 | 0.5% | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 4,702 | $51.8 萬 | 0.4% | – |