Lowery Thomas, LLC
- SEC CIK
- 0001919701
- 最新申報
- 2026/7/29
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/5/13 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 55
- 較 2025 年第 4 季 0
- 總值
- $1.75 億
- 較 2025 年第 4 季 −$209.4 萬 (−1.2%)
| 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 | 732,765 | $2,133 萬 | 12.2% | +21,853+3.1% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 27,491 | $1,643 萬 | 9.4% | −386−1.4% | 減碼 | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 44,397 | $1,054 萬 | 6.0% | +287+0.7% | 加碼 | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 375,907 | $1,047 萬 | 6.0% | +8,937+2.4% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 12,843 | $835.2 萬 | 4.8% | −507−3.8% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 12,876 | $743.1 萬 | 4.2% | −34−0.3% | 減碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 228,772 | $697.8 萬 | 4.0% | +6,883+3.1% | 加碼 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 18,144 | $694.6 萬 | 4.0% | +141+0.8% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 13,914 | $593.3 萬 | 3.4% | −15−0.1% | 減碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 14,805 | $527.9 萬 | 3.0% | −118−0.8% | 減碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 66,393 | $488.9 萬 | 2.8% | +3,842+6.1% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 79,179 | $448.8 萬 | 2.6% | +2,527+3.3% | 加碼 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 13,607 | $427.0 萬 | 2.4% | −146−1.1% | 減碼 | – |
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 85,623 | $426.3 萬 | 2.4% | +10,120+13.4% | 加碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 166,682 | $387.0 萬 | 2.2% | +14,114+9.3% | 加碼 | – |
| Invesco Exchange Traded FD T46137V464 | S&P MDCP MOMNTUM | 26,508 | $384.4 萬 | 2.2% | +819+3.2% | 加碼 | – |
| Fidelity Merrimack STR Tr316188408 | LOW DURTIN ETF | 75,440 | $377.6 萬 | 2.2% | +989+1.3% | 加碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 152,404 | $369.9 萬 | 2.1% | +15,866+11.6% | 加碼 | – |
| Vanguard Admiral FDS Inc921932794 | SMLCP 600 GRTH | 24,854 | $309.3 萬 | 1.8% | +320+1.3% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 9,703 | $278.2 萬 | 1.6% | +5,263+118.5% | 加碼 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 21,454 | $274.9 萬 | 1.6% | −72−0.3% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 27,986 | $274.0 萬 | 1.6% | −544−1.9% | 減碼 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 5,833 | $270.2 萬 | 1.5% | −22−0.4% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 101,652 | $260.2 萬 | 1.5% | +4,093+4.2% | 加碼 | – |
| AAPLApple Inc. | Stock | 7,689 | $195.1 萬 | 1.1% | +10.0% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 7,399 | $190.4 萬 | 1.1% | +95+1.3% | 加碼 | – |
| Invesco Exchange Traded FD T46137V480 | S&P SMCP VLU MNT | 25,984 | $156.6 萬 | 0.9% | +314+1.2% | 加碼 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 11,661 | $128.7 萬 | 0.7% | +1,271+12.2% | 加碼 | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 6,744 | $127.9 萬 | 0.7% | −83−1.2% | 減碼 | – |
| Invesco Exchange Traded FD T46137V498 | S&P SMLCP MOMENT | 16,466 | $125.2 萬 | 0.7% | +301+1.9% | 加碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 15,111 | $124.8 萬 | 0.7% | +1,856+14.0% | 加碼 | – |
| Vanguard S&P 500 Value ETF921932703 | ETF | 6,118 | $124.7 萬 | 0.7% | +28+0.5% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 6,891 | $119.2 萬 | 0.7% | +100+1.5% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 8,610 | $114.4 萬 | 0.7% | +275+3.3% | 加碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 34,314 | $106.2 萬 | 0.6% | +284+0.8% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 3,984 | $98.8 萬 | 0.6% | −13−0.3% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 16,276 | $92.1 萬 | 0.5% | −338−2.0% | 減碼 | – |
| KLACKLA Corp | COM NEW | 609 | $89.7 萬 | 0.5% | −200−24.7% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 4,040 | $84.1 萬 | 0.5% | −20−0.5% | 減碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 3,839 | $82.0 萬 | 0.5% | +15+0.4% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 23,347 | $67.9 萬 | 0.4% | +1,830+8.5% | 加碼 | – |
| Global X FDS37954Y632 | ARTIFICIAL ETF | 13,617 | $63.5 萬 | 0.4% | +112+0.8% | 加碼 | – |
| ProShares Tr74347R206 | PSHS ULTRA QQQ | 8,037 | $49.0 萬 | 0.3% | +162+2.1% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 1,250 | $46.3 萬 | 0.3% | +1+0.1% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,187 | $44.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 760 | $43.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Semiconductor ETF464287523 | ETF | 1,239 | $40.7 萬 | 0.2% | −99−7.4% | 減碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 1,926 | $35.5 萬 | 0.2% | +11+0.6% | 加碼 | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 3,589 | $34.7 萬 | 0.2% | +7+0.2% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 10,488 | $32.2 萬 | 0.2% | +1,036+11.0% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 1,099 | $31.6 萬 | 0.2% | +1,099 | 新進 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 912 | $26.2 萬 | 0.1% | −47−4.9% | 減碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 421 | $25.9 萬 | 0.1% | +2+0.5% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138G698 | S&P 500 REVENUE | 1,856 | $21.3 萬 | 0.1% | +7+0.4% | 加碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 3,234 | $20.2 萬 | 0.1% | +3,234 | 新進 | – |
2025 年第 4 季之後清倉（2 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。