Lowery Thomas, LLC
- SEC CIK
- 0001919701
- 最新申報
- 2026/7/29
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/5 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 55
- 較 2024 年第 4 季 −1
- 總值
- $1.46 億
- 較 2024 年第 4 季 −$720.6 萬 (−4.7%)
| 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 | 694,658 | $1,739 萬 | 11.9% | +8,612+1.3% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 29,244 | $1,503 萬 | 10.3% | +353+1.2% | 加碼 | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 47,377 | $914.5 萬 | 6.3% | −410−0.9% | 減碼 | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 363,474 | $858.2 萬 | 5.9% | +325+0.1% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 15,140 | $846.9 萬 | 5.8% | +816+5.7% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 13,203 | $619.1 萬 | 4.2% | +194+1.5% | 加碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 219,264 | $582.8 萬 | 4.0% | +809+0.4% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 14,251 | $514.6 萬 | 3.5% | +115+0.8% | 加碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 14,969 | $459.2 萬 | 3.1% | +37+0.2% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 76,417 | $436.6 萬 | 3.0% | +1,006+1.3% | 加碼 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 15,851 | $405.0 萬 | 2.8% | +632+4.2% | 加碼 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 18,637 | $394.2 萬 | 2.7% | −643−3.3% | 減碼 | – |
| Fidelity Merrimack STR Tr316188408 | LOW DURTIN ETF | 65,547 | $328.5 萬 | 2.2% | +35+0.1% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 44,122 | $324.1 萬 | 2.2% | −5,792−11.6% | 減碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 125,033 | $304.3 萬 | 2.1% | −11,010−8.1% | 減碼 | – |
| Invesco Exchange Traded FD T46137V464 | S&P MDCP MOMNTUM | 26,613 | $302.8 萬 | 2.1% | −1,569−5.6% | 減碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 124,635 | $288.7 萬 | 2.0% | −6,656−5.1% | 減碼 | – |
| Vanguard Admiral FDS Inc921932794 | SMLCP 600 GRTH | 26,763 | $286.0 萬 | 2.0% | −1,667−5.9% | 減碼 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 6,358 | $266.9 萬 | 1.8% | +777+13.9% | 加碼 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 22,622 | $265.8 萬 | 1.8% | −156−0.7% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 29,927 | $240.5 萬 | 1.6% | −298−1.0% | 減碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 101,601 | $224.1 萬 | 1.5% | +2,531+2.6% | 加碼 | – |
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 41,070 | $204.8 萬 | 1.4% | +29,473+254.1% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 7,412 | $181.3 萬 | 1.2% | −173−2.3% | 減碼 | – |
| AAPLApple Inc. | Stock | 7,751 | $172.1 萬 | 1.2% | −131−1.7% | 減碼 | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 9,591 | $144.8 萬 | 1.0% | +501+5.5% | 加碼 | – |
| Invesco Exchange Traded FD T46137V480 | S&P SMCP VLU MNT | 24,176 | $121.4 萬 | 0.8% | −238−1.0% | 減碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 44,603 | $116.9 萬 | 0.8% | +132+0.3% | 加碼 | – |
| Vanguard S&P 500 Value ETF921932703 | ETF | 5,781 | $106.5 萬 | 0.7% | −73−1.2% | 減碼 | – |
| Invesco Exchange Traded FD T46137V498 | S&P SMLCP MOMENT | 16,180 | $101.5 萬 | 0.7% | −69−0.4% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 4,778 | $95.3 萬 | 0.7% | −40−0.8% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 17,647 | $90.1 萬 | 0.6% | −2,739−13.4% | 減碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 4,208 | $86.9 萬 | 0.6% | +168+4.2% | 加碼 | – |
| TSLATesla, Inc. | Stock | 3,247 | $84.1 萬 | 0.6% | +3,247 | 新進 | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 7,387 | $81.6 萬 | 0.6% | +4,608+165.8% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 4,080 | $77.6 萬 | 0.5% | −600−12.8% | 減碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 33,059 | $77.5 萬 | 0.5% | −821−2.4% | 減碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 9,289 | $76.8 萬 | 0.5% | +5,553+148.6% | 加碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 4,071 | $76.6 萬 | 0.5% | −183−4.3% | 減碼 | – |
| Global X FDS37954Y632 | ARTIFICIAL ETF | 19,973 | $72.7 萬 | 0.5% | +50.0% | 加碼 | – |
| KLACKLA Corp | COM NEW | 979 | $66.6 萬 | 0.5% | −30−3.0% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 6,033 | $65.4 萬 | 0.4% | +280+4.9% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,346 | $50.5 萬 | 0.3% | −57−4.1% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 758 | $43.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Admiral FDS Inc921932778 | SMLCP 600 VAL | 5,117 | $42.9 萬 | 0.3% | −3,011−37.0% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,397 | $36.1 萬 | 0.2% | +7+0.5% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 2,191 | $35.2 萬 | 0.2% | −94−4.1% | 減碼 | – |
| ProShares Tr74347R206 | PSHS ULTRA QQQ | 3,703 | $32.9 萬 | 0.2% | +150+4.2% | 加碼 | – |
| ORCLOracle Corp | Stock | 2,031 | $28.4 萬 | 0.2% | +2,031 | 新進 | 歷史 |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 3,259 | $27.1 萬 | 0.2% | −703−17.7% | 減碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 2,807 | $25.5 萬 | 0.2% | −7,896−73.8% | 減碼 | – |
| iShares Semiconductor ETF464287523 | ETF | 1,351 | $25.4 萬 | 0.2% | +402+42.4% | 加碼 | – |
| ProShares Tr74347X633 | ULTRA FNCLS NEW | 2,446 | $21.8 萬 | 0.1% | +2,446 | 新進 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 3,768 | $20.6 萬 | 0.1% | −68−1.8% | 減碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 7,197 | $20.1 萬 | 0.1% | +7,197 | 新進 | – |
2024 年第 4 季之後清倉（5 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard World FD921910709 | EXTENDED DUR | 6,389 | $43.3 萬 | 0.3% | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 4,168 | $38.1 萬 | 0.2% | – |
| GOOGAlphabet Inc. | Stock | 1,143 | $21.8 萬 | 0.1% | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 365 | $20.8 萬 | 0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138G698 | S&P 500 REVENUE | 2,122 | $20.8 萬 | 0.1% | – |