Lowery Thomas, LLC
- SEC CIK
- 0001919701
- 最新申報
- 2026/7/29
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/10 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 55
- 較 2025 年第 2 季 +2
- 總值
- $1.73 億
- 較 2025 年第 2 季 +$1,698 萬 (+10.9%)
| 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 | 714,198 | $2,279 萬 | 13.2% | +31,504+4.6% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 28,152 | $1,724 萬 | 10.0% | +573+2.1% | 加碼 | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 45,941 | $1,135 萬 | 6.6% | +1,279+2.9% | 加碼 | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 371,865 | $978.0 萬 | 5.6% | +20,596+5.9% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 13,648 | $909.2 萬 | 5.3% | −1,452−9.6% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 12,998 | $780.4 萬 | 4.5% | +11+0.1% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 14,002 | $655.9 萬 | 3.8% | −263−1.8% | 減碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 223,696 | $651.2 萬 | 3.8% | +6,847+3.2% | 加碼 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 17,920 | $584.8 萬 | 3.4% | +1,171+7.0% | 加碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 14,882 | $543.9 萬 | 3.1% | −123−0.8% | 減碼 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 14,932 | $477.9 萬 | 2.8% | −284−1.9% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 75,043 | $428.5 萬 | 2.5% | +5,212+7.5% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 54,477 | $405.1 萬 | 2.3% | +7,112+15.0% | 加碼 | – |
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 70,675 | $353.3 萬 | 2.0% | +18,727+36.0% | 加碼 | – |
| Fidelity Merrimack STR Tr316188408 | LOW DURTIN ETF | 69,067 | $346.7 萬 | 2.0% | +6,592+10.6% | 加碼 | – |
| Invesco Exchange Traded FD T46137V464 | S&P MDCP MOMNTUM | 25,474 | $344.5 萬 | 2.0% | +1,332+5.5% | 加碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 136,850 | $321.2 萬 | 1.9% | +13,056+10.5% | 加碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 128,488 | $313.5 萬 | 1.8% | +6,256+5.1% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 29,402 | $307.3 萬 | 1.8% | −271−0.9% | 減碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 21,576 | $307.3 萬 | 1.8% | −183−0.8% | 減碼 | – |
| Vanguard Admiral FDS Inc921932794 | SMLCP 600 GRTH | 24,342 | $296.4 萬 | 1.7% | +1,097+4.7% | 加碼 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 6,210 | $288.0 萬 | 1.7% | −5−0.1% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 93,959 | $247.5 萬 | 1.4% | −418−0.4% | 減碼 | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 7,199 | $211.5 萬 | 1.2% | +102+1.4% | 加碼 | – |
| AAPLApple Inc. | Stock | 7,716 | $196.5 萬 | 1.1% | −37−0.5% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V480 | S&P SMCP VLU MNT | 25,367 | $143.2 萬 | 0.8% | +1,055+4.3% | 加碼 | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 7,966 | $140.8 萬 | 0.8% | −1,322−14.2% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 6,653 | $124.1 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 Value ETF921932703 | ETF | 6,062 | $120.9 萬 | 0.7% | +378+6.7% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 4,985 | $120.6 萬 | 0.7% | −6−0.1% | 減碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 4,144 | $116.8 萬 | 0.7% | −60−1.4% | 減碼 | – |
| Invesco Exchange Traded FD T46137V498 | S&P SMLCP MOMENT | 15,698 | $115.5 萬 | 0.7% | +697+4.6% | 加碼 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 9,673 | $106.9 萬 | 0.6% | +785+8.8% | 加碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 33,186 | $98.4 萬 | 0.6% | +1,389+4.4% | 加碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 11,833 | $98.2 萬 | 0.6% | +1,191+11.2% | 加碼 | – |
| KLACKLA Corp | COM NEW | 909 | $98.0 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 2,187 | $97.3 萬 | 0.6% | −500−18.6% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 4,080 | $89.6 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 14,837 | $82.1 萬 | 0.5% | −530−3.4% | 減碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 3,806 | $77.5 萬 | 0.4% | −283−6.9% | 減碼 | – |
| Global X FDS37954Y632 | ARTIFICIAL ETF | 14,285 | $70.6 萬 | 0.4% | +313+2.2% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 1,247 | $64.6 萬 | 0.4% | +1+0.1% | 加碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 20,652 | $57.6 萬 | 0.3% | +3,363+19.5% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 759 | $55.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ProShares Tr74347R206 | PSHS ULTRA QQQ | 3,839 | $52.7 萬 | 0.3% | +5+0.1% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,551 | $45.6 萬 | 0.3% | −15−1.0% | 減碼 | – |
| iShares Semiconductor ETF464287523 | ETF | 1,356 | $36.8 萬 | 0.2% | +2+0.1% | 加碼 | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 3,578 | $33.7 萬 | 0.2% | +9+0.3% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 1,896 | $33.1 萬 | 0.2% | +10+0.5% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 1,147 | $27.9 萬 | 0.2% | +1+0.1% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 468 | $27.9 萬 | 0.2% | +101+27.5% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 8,960 | $24.5 萬 | 0.1% | +1,193+15.4% | 加碼 | – |
| ProShares Tr74347X633 | ULTRA FNCLS NEW | 2,464 | $24.5 萬 | 0.1% | +11+0.4% | 加碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 1,310 | $23.9 萬 | 0.1% | +1,310 | 新進 | 歷史 |
| Invesco Exch Traded FD Tr II46138G698 | S&P 500 REVENUE | 1,843 | $20.4 萬 | 0.1% | +1,843 | 新進 | – |