Lowery Thomas, LLC
- SEC CIK
- 0001919701
- 最新申報
- 2026/7/29
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/18 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 53
- 較 2025 年第 1 季 −2
- 總值
- $1.56 億
- 較 2025 年第 1 季 +$1,003 萬 (+6.9%)
| 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 | 682,694 | $1,994 萬 | 12.8% | −11,964−1.7% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 27,579 | $1,567 萬 | 10.0% | −1,665−5.7% | 減碼 | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 44,662 | $1,014 萬 | 6.5% | −2,715−5.7% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 15,100 | $933.0 萬 | 6.0% | −40−0.3% | 減碼 | 歷史 |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 351,269 | $862.0 萬 | 5.5% | −12,205−3.4% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 12,987 | $716.4 萬 | 4.6% | −216−1.6% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 14,265 | $605.7 萬 | 3.9% | +14+0.1% | 加碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 216,849 | $600.0 萬 | 3.8% | −2,415−1.1% | 減碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 15,005 | $509.5 萬 | 3.3% | +36+0.2% | 加碼 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 16,749 | $467.1 萬 | 3.0% | −1,888−10.1% | 減碼 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 15,216 | $435.0 萬 | 2.8% | −635−4.0% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 69,831 | $397.0 萬 | 2.5% | −6,586−8.6% | 減碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 47,365 | $348.7 萬 | 2.2% | +3,243+7.4% | 加碼 | – |
| Fidelity Merrimack STR Tr316188408 | LOW DURTIN ETF | 62,475 | $312.8 萬 | 2.0% | −3,072−4.7% | 減碼 | – |
| Invesco Exchange Traded FD T46137V464 | S&P MDCP MOMNTUM | 24,142 | $310.5 萬 | 2.0% | −2,471−9.3% | 減碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 21,759 | $301.7 萬 | 1.9% | −863−3.8% | 減碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 122,232 | $298.0 萬 | 1.9% | −2,801−2.2% | 減碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 123,794 | $287.7 萬 | 1.8% | −841−0.7% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 29,673 | $282.8 萬 | 1.8% | −254−0.8% | 減碼 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 6,215 | $273.9 萬 | 1.8% | −143−2.2% | 減碼 | 歷史 |
| Vanguard Admiral FDS Inc921932794 | SMLCP 600 GRTH | 23,245 | $266.0 萬 | 1.7% | −3,518−13.1% | 減碼 | – |
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 51,948 | $259.0 萬 | 1.7% | +10,878+26.5% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 94,377 | $230.7 萬 | 1.5% | −7,224−7.1% | 減碼 | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 7,097 | $201.8 萬 | 1.3% | −315−4.2% | 減碼 | – |
| AAPLApple Inc. | Stock | 7,753 | $159.1 萬 | 1.0% | +20.0% | 加碼 | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 9,288 | $146.5 萬 | 0.9% | −303−3.2% | 減碼 | – |
| Invesco Exchange Traded FD T46137V480 | S&P SMCP VLU MNT | 24,312 | $126.4 萬 | 0.8% | +136+0.6% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 4,991 | $107.7 萬 | 0.7% | +213+4.5% | 加碼 | – |
| Vanguard S&P 500 Value ETF921932703 | ETF | 5,684 | $107.3 萬 | 0.7% | −97−1.7% | 減碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 4,204 | $106.5 萬 | 0.7% | −4−0.1% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 6,653 | $105.1 萬 | 0.7% | +620+10.3% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V498 | S&P SMLCP MOMENT | 15,001 | $102.0 萬 | 0.7% | −1,179−7.3% | 減碼 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 8,888 | $98.1 萬 | 0.6% | +1,501+20.3% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 4,080 | $89.5 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 31,797 | $89.2 萬 | 0.6% | −12,806−28.7% | 減碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 10,642 | $88.2 萬 | 0.6% | +1,353+14.6% | 加碼 | – |
| TSLATesla, Inc. | Stock | 2,687 | $85.4 萬 | 0.5% | −560−17.2% | 減碼 | 歷史 |
| KLACKLA Corp | COM NEW | 909 | $81.4 萬 | 0.5% | −70−7.2% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 15,367 | $80.4 萬 | 0.5% | −2,280−12.9% | 減碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 4,089 | $79.4 萬 | 0.5% | +18+0.4% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 1,246 | $62.0 萬 | 0.4% | −100−7.4% | 減碼 | 歷史 |
| Global X FDS37954Y632 | ARTIFICIAL ETF | 13,972 | $61.0 萬 | 0.4% | −6,001−30.0% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 759 | $56.0 萬 | 0.4% | +1+0.1% | 加碼 | 歷史 |
| ProShares Tr74347R206 | PSHS ULTRA QQQ | 3,834 | $45.1 萬 | 0.3% | +131+3.5% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,566 | $43.8 萬 | 0.3% | +169+12.1% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 17,289 | $43.7 萬 | 0.3% | −15,770−47.7% | 減碼 | – |
| iShares Semiconductor ETF464287523 | ETF | 1,354 | $32.3 萬 | 0.2% | +3+0.2% | 加碼 | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 3,569 | $31.7 萬 | 0.2% | +310+9.5% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 1,886 | $31.0 萬 | 0.2% | −305−13.9% | 減碼 | – |
| ProShares Tr74347X633 | ULTRA FNCLS NEW | 2,453 | $23.4 萬 | 0.2% | +7+0.3% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 367 | $20.8 萬 | 0.1% | +367 | 新進 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 7,767 | $20.6 萬 | 0.1% | +570+7.9% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 1,146 | $20.3 萬 | 0.1% | +1,146 | 新進 | 歷史 |
2025 年第 1 季之後清倉（4 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。