Lowery Thomas, LLC
- SEC CIK
- 0001919701
- 最新申報
- 2026/7/29
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/11/8 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 52
- 較 2024 年第 2 季 +6
- 總值
- $1.47 億
- 較 2024 年第 2 季 +$1,030 萬 (+7.5%)
| 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 | 167,776 | $1,748 萬 | 11.9% | +5,465+3.4% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 28,240 | $1,490 萬 | 10.1% | +1,288+4.8% | 加碼 | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 47,294 | $949.8 萬 | 6.4% | +2,959+6.7% | 加碼 | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 116,638 | $837.0 萬 | 5.7% | +7,865+7.2% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 14,508 | $832.4 萬 | 5.6% | +46+0.3% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 13,024 | $635.6 萬 | 4.3% | −734−5.3% | 減碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 72,648 | $583.9 萬 | 4.0% | +2,046+2.9% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 14,171 | $531.9 萬 | 3.6% | −392−2.7% | 減碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 14,888 | $468.1 萬 | 3.2% | −1,058−6.6% | 減碼 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 18,691 | $458.9 萬 | 3.1% | +1,404+8.1% | 加碼 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 15,308 | $434.7 萬 | 3.0% | −507−3.2% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 69,742 | $415.0 萬 | 2.8% | +4,286+6.5% | 加碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 83,285 | $407.9 萬 | 2.8% | −39,401−32.1% | 減碼 | – |
| Vanguard Admiral FDS Inc921932794 | SMLCP 600 GRTH | 27,602 | $330.6 萬 | 2.2% | +992+3.7% | 加碼 | – |
| Invesco Exchange Traded FD T46137V464 | S&P MDCP MOMNTUM | 26,950 | $324.3 萬 | 2.2% | +1,430+5.6% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 38,818 | $291.6 萬 | 2.0% | +38,818 | 新進 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 22,857 | $268.1 萬 | 1.8% | −1,995−8.0% | 減碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 53,362 | $253.6 萬 | 1.7% | +53,362 | 新進 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 30,468 | $252.7 萬 | 1.7% | −1,046−3.3% | 減碼 | – |
| Fidelity Merrimack STR Tr316188408 | LOW DURTIN ETF | 48,636 | $244.2 萬 | 1.7% | +48,636 | 新進 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 5,655 | $239.3 萬 | 1.6% | −76−1.3% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 29,203 | $198.0 萬 | 1.3% | +5,202+21.7% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 7,533 | $183.4 萬 | 1.2% | +452+6.4% | 加碼 | – |
| AAPLApple Inc. | Stock | 7,337 | $170.9 萬 | 1.2% | −270−3.5% | 減碼 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 17,836 | $163.7 萬 | 1.1% | −75,902−81.0% | 減碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 16,335 | $160.2 萬 | 1.1% | +16,335 | 新進 | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 9,373 | $156.4 萬 | 1.1% | −291−3.0% | 減碼 | – |
| Invesco Exchange Traded FD T46137V480 | S&P SMCP VLU MNT | 23,302 | $128.1 萬 | 0.9% | +2,259+10.7% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 23,397 | $123.7 萬 | 0.8% | −196−0.8% | 減碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 14,362 | $119.3 萬 | 0.8% | +36+0.3% | 加碼 | – |
| Invesco Exchange Traded FD T46137V498 | S&P SMLCP MOMENT | 16,796 | $111.2 萬 | 0.8% | +1,099+7.0% | 加碼 | – |
| Vanguard S&P 500 Value ETF921932703 | ETF | 5,789 | $110.4 萬 | 0.7% | +32+0.6% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 4,804 | $106.1 萬 | 0.7% | +16+0.3% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 4,034 | $91.0 萬 | 0.6% | +67+1.7% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 16,654 | $85.8 萬 | 0.6% | +312+1.9% | 加碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 4,231 | $80.3 萬 | 0.5% | +22+0.5% | 加碼 | – |
| Vanguard World FD921910709 | EXTENDED DUR | 9,874 | $78.7 萬 | 0.5% | +9,874 | 新進 | – |
| KLACKLA Corp | COM NEW | 1,009 | $78.1 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Vanguard Admiral FDS Inc921932778 | SMLCP 600 VAL | 7,744 | $71.6 萬 | 0.5% | +392+5.3% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 5,752 | $69.9 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Global X FDS37954Y632 | ARTIFICIAL ETF | 14,469 | $53.8 萬 | 0.4% | +516+3.7% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 1,242 | $53.4 萬 | 0.4% | +2+0.2% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,590 | $48.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 4,856 | $45.2 萬 | 0.3% | +5+0.1% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 757 | $43.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 2,510 | $42.1 萬 | 0.3% | +26+1.0% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,385 | $36.5 萬 | 0.2% | +11+0.8% | 加碼 | – |
| ProShares Tr74347R206 | PSHS ULTRA QQQ | 3,549 | $35.7 萬 | 0.2% | +103+3.0% | 加碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 5,185 | $30.0 萬 | 0.2% | −170−3.2% | 減碼 | – |
| iShares Semiconductor ETF464287523 | ETF | 947 | $21.8 萬 | 0.1% | +77+8.9% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138G698 | S&P 500 REVENUE | 2,115 | $20.7 萬 | 0.1% | +2,115 | 新進 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 364 | $20.7 萬 | 0.1% | +364 | 新進 | 歷史 |
2024 年第 2 季之後清倉（1 檔）
2024 年第 2 季季末還持有、這份申報已經沒有的部位。