LOWE BROCKENBROUGH & CO INC
RICHMOND VA · SEC CIK 0000022657
$20.06亿2026Q1 申报市值
329持仓数
34.3%前十大占比 · 第一大 8.4%
3 / 7新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SCHG 加仓+$3,130.59万
AGG 加仓+$382.50万
MSFT 加仓+$380.61万
IXUS 加仓+$257.38万
VEA 加仓+$256.38万
2026Q1 卖出最多 按季末市值估算
IVV 减仓-$2,085.77万
V 减仓-$359.48万
WMT 减仓-$329.04万
EXXON MOBIL CORP 减仓-$154.46万
ACWI 减仓-$107.58万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| MICC | MAGNUM ICE CREAM CO NV | $0 | 0.00% | 0 | -28,033 | -100.0% | -$44.43万 | 清仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -6,013 | -100.0% | -$34.95万 | 清仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -2,060 | -100.0% | -$29.28万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -3,035 | -100.0% | -$28.94万 | 清仓 |
| OTIS | OTIS WORLDWIDE CORP | $0 | 0.00% | 0 | -2,727 | -100.0% | -$23.82万 | 清仓 |
| — | UNILEVER PLC | $0 | 0.00% | 0 | -555 | -100.0% | -$3.63万 | 清仓 |
| ITOT | ISHARES TR | $0 | 0.00% | 0 | -2 | -100.0% | -$297 | 清仓 |
| DWM | WISDOMTREE TR | $39 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $2,064 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| TBIL | RBB FD INC | $2,992 | 0.00% | 60 | -75 | -55.6% | -$3,740 | 减仓 |
| VUG | VANGUARD INDEX FDS | $4,368 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| IYG | ISHARES TR | $5,716 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| USIG | ISHARES TR | $6,404 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| PEY | INVESCO EXCHANGE TRADED FD T | $1.10万 | 0.00% | 512 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $1.11万 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| IEF | ISHARES TR | $1.20万 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $1.35万 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $1.42万 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $1.48万 | 0.00% | 147 | 0 | 0.0% | — | 不变 |
| PGX | INVESCO EXCH TRADED FD TR II | $1.52万 | 0.00% | 1,400 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $1.73万 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD SCOTTSDALE FDS | $1.87万 | 0.00% | 399 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $1.94万 | 0.00% | 164 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $2.09万 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $2.20万 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR | $2.53万 | 0.00% | 175 | -29 | -14.2% | -$4,197 | 减仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $2.75万 | 0.00% | 251 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $2.86万 | 0.00% | 139 | 0 | 0.0% | — | 不变 |
| GOVT | ISHARES TR | $2.86万 | 0.00% | 1,250 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $2.94万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $2.95万 | 0.00% | 230 | -25 | -9.8% | -$3,203 | 减仓 |
| FLOT | ISHARES TR | $3.00万 | 0.00% | 588 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB STRATEGIC TR | $3.03万 | 0.00% | 1,247 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $3.05万 | 0.00% | 389 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $3.64万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD ADMIRAL FDS INC | $3.67万 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $4.59万 | 0.00% | 2,000 | -8,819 | -81.5% | -$20.24万 | 减仓 |
| IYR | ISHARES TR | $4.80万 | 0.00% | 508 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $4.85万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| KBE | SPDR SERIES TRUST | $5.06万 | 0.00% | 850 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $5.42万 | 0.00% | 487 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $5.51万 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| IEZ | ISHARES TR | $5.95万 | 0.00% | 2,055 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $6.36万 | 0.00% | 1,120 | 0 | 0.0% | — | 不变 |
| CGW | INVESCO EXCH TRADED FD TR II | $6.39万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $6.76万 | 0.00% | 950 | -150 | -13.6% | -$1.07万 | 减仓 |
| EES | WISDOMTREE TR | $6.97万 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $8.42万 | 0.00% | 1,091 | 0 | 0.0% | — | 不变 |
| MDYV | SPDR SERIES TRUST | $9.42万 | 0.00% | 1,106 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $9.51万 | 0.00% | 1,242 | -1 | -0.1% | -$77 | 减仓 |
| QUAL | ISHARES TR | $10.38万 | 0.01% | 541 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $10.92万 | 0.01% | 455 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL ETF TRUST | $11.63万 | 0.01% | 2,400 | -181 | -7.0% | -$8,771 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $11.96万 | 0.01% | 3,921 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $14.23万 | 0.01% | 476 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $15.04万 | 0.01% | 1,380 | 0 | 0.0% | — | 不变 |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | $15.58万 | 0.01% | 12,050 | -8,950 | -42.6% | -$11.57万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $15.85万 | 0.01% | 1,640 | 0 | 0.0% | — | 不变 |
| VONV | VANGUARD SCOTTSDALE FDS | $16.87万 | 0.01% | 1,800 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $18.46万 | 0.01% | 864 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $19.83万 | 0.01% | 1,492 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $20.33万 | 0.01% | 648 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $20.67万 | 0.01% | 7,199 | -333 | -4.4% | -$9,560 | 减仓 |
| KHC | KRAFT HEINZ CO | $21.15万 | 0.01% | 9,402 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $21.27万 | 0.01% | 2,162 | -7,041 | -76.5% | -$69.27万 | 减仓 |
| TMUS | T-MOBILE US INC | $21.42万 | 0.01% | 1,020 | 104 | 11.4% | $2.18万 | 重新持有 |
| GLD | SPDR GOLD TR | $21.51万 | 0.01% | 500 | 500 | — | $21.51万 | 新建仓 |
| WTRG | ESSENTIAL UTILS INC | $21.54万 | 0.01% | 5,350 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $21.58万 | 0.01% | 939 | -1 | -0.1% | -$230 | 减仓 |
| BHRB | BURKE HERBERT FINL SVCS CORP | $21.80万 | 0.01% | 3,500 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $21.85万 | 0.01% | 4,036 | -568 | -12.3% | -$3.08万 | 减仓 |
| NXT | NEXTPOWER INC | $22.04万 | 0.01% | 1,828 | 1,828 | — | $22.04万 | 新建仓 |
| CVS | CVS HEALTH CORP | $22.17万 | 0.01% | 3,086 | -1 | -0.0% | -$72 | 减仓 |
| BN | BROOKFIELD CORP | $22.91万 | 0.01% | 5,660 | -208 | -3.5% | -$8,418 | 减仓 |
| MFC | MANULIFE FINL CORP | $23.40万 | 0.01% | 6,794 | 0 | 0.0% | — | 不变 |
| USFR | WISDOMTREE TR | $24.59万 | 0.01% | 4,885 | -4,905 | -50.1% | -$24.69万 | 减仓 |
| AVY | AVERY DENNISON CORP | $25.09万 | 0.01% | 1,453 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $25.09万 | 0.01% | 5,408 | 217 | 4.2% | $1.01万 | 加仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $25.23万 | 0.01% | 5,397 | -1,665 | -23.6% | -$7.78万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $25.52万 | 0.01% | 6,250 | -729 | -10.4% | -$2.98万 | 减仓 |
| DGRW | WISDOMTREE TR | $26.35万 | 0.01% | 3,000 | -700 | -18.9% | -$6.15万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $26.68万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| SPMB | SPDR SERIES TRUST | $26.87万 | 0.01% | 12,000 | 0 | 0.0% | — | 不变 |
| UDR | UDR INC | $26.96万 | 0.01% | 7,980 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC | $27.18万 | 0.01% | 2,385 | -1 | -0.0% | -$114 | 减仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $27.33万 | 0.01% | 1,720 | -450 | -20.7% | -$7.15万 | 减仓 |
| AFL | AFLAC INC | $28.12万 | 0.01% | 2,563 | -21 | -0.8% | -$2,304 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $28.21万 | 0.01% | 4,800 | -108 | -2.2% | -$6,348 | 减仓 |
| UVV | UNIVERSAL CORP VA MTNS BK EN | $28.66万 | 0.01% | 5,438 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $29.27万 | 0.01% | 913 | -3 | -0.3% | -$962 | 减仓 |
| CAH | CARDINAL HEALTH INC | $31.13万 | 0.02% | 1,473 | -151 | -9.3% | -$3.19万 | 减仓 |
| TLH | ISHARES TR | $31.53万 | 0.02% | 3,130 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INC | $32.23万 | 0.02% | 2,379 | -90 | -3.6% | -$1.22万 | 减仓 |
| YUM | YUM BRANDS INC | $32.62万 | 0.02% | 2,098 | -38 | -1.8% | -$5,908 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $32.78万 | 0.02% | 2,501 | -75 | -2.9% | -$9,831 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $34.89万 | 0.02% | 1,011 | 0 | 0.0% | — | 不变 |
| FV | FIRST TR EXCHANGE TRADED FD | $35.05万 | 0.02% | 5,800 | -650 | -10.1% | -$3.93万 | 减仓 |
| PAYX | PAYCHEX INC | $35.62万 | 0.02% | 3,867 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $36.09万 | 0.02% | 529 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $37.75万 | 0.02% | 1,528 | -1 | -0.1% | -$247 | 减仓 |