LOWERY THOMAS, LLC
投资组合价值同比（季度）：+17.1% 13F不披露现金
前十大持仓权重58.02%
前二十五大持仓权重85.98%
持仓高于 1%26
有效持仓数量21.1
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 1.79% 估计买入 $9259757 · 卖出 $3403607
中位数持有期：6.0 季度 跟踪时间 Q1 2025–Q2 2026 · 93.4% 仍持有
新仓位3
增加29
减少24
已结清1
投资组合价值
$204.7M
持仓
57
截至
2026年6月30日 数据截至 Q2 2026
行业细分
完整投资组合 57 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| SCHG | $24951810 | 12.19% | 737508 | $3623212 | 上涨 ×2 | ||
| VOO | $18751300 | 9.16% | 27302 | $2324117 | 下跌 ×3 | ||
| QQQM | $13028600 | 6.36% | 43021 | $2491510 | 下跌 ×1 | ||
| SMH | $11729598 | 5.73% | 17895 | $4783767 | 下跌 ×1 | ||
| FNDX | $11463084 | 5.60% | 368588 | $994084 | 下跌 ×1 | ||
| QQQ | $9303319 | 4.54% | 12634 | $1871831 | 下跌 ×3 | ||
| SPY | $9105179 | 4.45% | 12193 | $752681 | 下跌 ×5 | ||
| SCHV | $8070282 | 3.94% | 231838 | $1092724 | 上涨 ×2 | ||
| IWF | $6293528 | 3.07% | 50685 | $360582 | 上涨 ×1 | ||
| IWB | $6074254 | 2.97% | 14833 | $795511 | 上涨 ×1 | ||
| IWO | $5307379 | 2.59% | 13472 | $1037384 | 下跌 ×5 | ||
| VUSB | $5167108 | 2.52% | 103799 | $904347 | 上涨 ×6 | ||
| XMMO | $4596747 | 2.25% | 27017 | $752536 | 上涨 ×4 | ||
| JEPI | $4523465 | 2.21% | 80090 | $35619 | 上涨 ×4 | ||
| BND | $4264740 | 2.08% | 58095 | $-624427 | 下跌 ×1 | ||
| SCHO | $3896054 | 1.90% | 161394 | $197199 | 上涨 ×4 | ||
| VIOG | $3852407 | 1.88% | 25110 | $759046 | 上涨 ×4 | ||
| FLDR | $3718392 | 1.82% | 74205 | $-57368 | 下跌 ×1 | ||
| SCHZ | $3695958 | 1.81% | 159791 | $-174387 | 下跌 ×1 | ||
| GOOG | $3418841 | 1.67% | 9677 | $636761 | 下跌 ×1 | ||
| SCHX | $3222275 | 1.57% | 109537 | $620429 | 上涨 ×3 | ||
| SPYG | $3176999 | 1.55% | 26700 | $436929 | 下跌 ×6 | ||
| IWP | $3130002 | 1.53% | 21378 | $381338 | 下跌 ×6 | ||
| DIA | $2983749 | 1.46% | 5712 | $281881 | 下跌 ×5 | ||
| VOT | $2280375 | 1.11% | 7445 | $376337 | 上涨 ×4 | ||
| AAPL | $2090137 | 1.02% | 7226 | $139384 | 下跌 ×1 | ||
| KLAC | $1837414 | 0.90% | 6090 | $940716 | 上涨 ×1 | ||
| XSVM | $1815441 | 0.89% | 26088 | $249644 | 上涨 ×5 | ||
| XSMO | $1619671 | 0.79% | 17299 | $367955 | 上涨 ×4 | ||
| XLK | $1523705 | 0.74% | 7998 | $379469 | 下跌 ×1 | ||
| IWN | $1474528 | 0.72% | 6666 | $195903 | 下跌 ×5 | ||
| NVDA | $1374176 | 0.67% | 6896 | $182466 | 上涨 ×3 | ||
| SHV | $1371383 | 0.67% | 12428 | $84113 | 上涨 ×6 | ||
| VOOV | $1324693 | 0.65% | 6043 | $77958 | 下跌 ×1 | ||
| SHY | $1262630 | 0.62% | 15377 | $14878 | 上涨 ×6 | ||
| SCHM | $1255338 | 0.61% | 34048 | $192975 | 下跌 ×1 | ||
| IWM | $1181696 | 0.58% | 3933 | $193603 | 下跌 ×4 | ||
| SPYV | $993293 | 0.49% | 16340 | $72424 | 上涨 ×1 | ||
| AMZN | $939060 | 0.46% | 3940 | $97649 | 下跌 ×3 | ||
| IWD | $933592 | 0.46% | 3851 | $113332 | 上涨 ×3 | ||
| AIQ | $919631 | 0.45% | 14017 | $284143 | 上涨 ×2 | ||
| SCHA | $816308 | 0.40% | 22594 | $137391 | 下跌 ×1 | ||
| SOXX | $794345 | 0.39% | 1240 | $387089 | 上涨 ×1 | ||
| QLD | $758822 | 0.37% | 7842 | $269305 | 下跌 ×1 | ||
| MSFT | $467132 | 0.23% | 1252 | $4268 | 上涨 ×4 | ||
| META | $428418 | 0.21% | 761 | $-6433 | 上涨 ×1 | ||
| SLYG | $428365 | 0.21% | 3596 | $81628 | 上涨 ×5 | ||
| TSLA | $398308 | 0.19% | 947 | $-42959 | 下跌 ×1 | ||
| GOOGL | $392670 | 0.19% | 1099 | $76761 | |||
| VOE | $382326 | 0.19% | 1935 | $27418 | 上涨 ×4 | ||
| SCHD | $347976 | 0.17% | 10974 | $26217 | 上涨 ×5 | ||
| SPMO | $310257 | 0.15% | 1921 | 上涨 ×1 | |||
| MDY | $296469 | 0.14% | 422 | $37020 | 上涨 ×2 | ||
| UYG | $277413 | 0.14% | 3242 | ||||
| VIOV | $239323 | 0.12% | 2040 | ||||
| RWL | $237827 | 0.12% | 1862 | $24575 | 上涨 ×3 | ||
| VO | $215696 | 0.11% | 2677 | $-46117 | 上涨 ×1 | ||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
| 证券 | 价值 | % 占投资组合 | 连胜 |
|---|---|---|---|
| VUSB | $5167108 | 2.52% | 上涨 ×6 |
| XMMO | $4596747 | 2.25% | 上涨 ×4 |
| JEPI | $4523465 | 2.21% | 上涨 ×4 |
| SCHO | $3896054 | 1.90% | 上涨 ×4 |
| VIOG | $3852407 | 1.88% | 上涨 ×4 |
| SCHX | $3222275 | 1.57% | 上涨 ×3 |
| VOT | $2280375 | 1.11% | 上涨 ×4 |
| XSVM | $1815441 | 0.89% | 上涨 ×5 |
| XSMO | $1619671 | 0.79% | 上涨 ×4 |
| NVDA | $1374176 | 0.67% | 上涨 ×3 |
| SHV | $1371383 | 0.67% | 上涨 ×6 |
| SHY | $1262630 | 0.62% | 上涨 ×6 |
| IWD | $933592 | 0.46% | 上涨 ×3 |
| MSFT | $467132 | 0.23% | 上涨 ×4 |
| SLYG | $428365 | 0.21% | 上涨 ×5 |
最大新仓位
本季度新开仓位，按规模从大到小排序。
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。