LOWE BROCKENBROUGH & CO INC
RICHMOND VA · SEC CIK 0000022657
$22.47亿2026Q2 申报市值
341持仓数
34.9%前十大占比 · 第一大 8.5%
21 / 9新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
AGG 加仓+$1,929.10万
VOO 加仓+$1,327.74万
SCHG 加仓+$563.33万
SOXX 加仓+$296.43万
VEA 加仓+$273.65万
2026Q2 卖出最多 按季末市值估算
ACWI 减仓-$1,552.04万
AMAT 减仓-$1,377.56万
CVX 减仓-$414.14万
IVV 减仓-$301.95万
KLAC 减仓-$211.50万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | -1 | -100.0% | -$71.81万 | 清仓 |
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -500 | -100.0% | -$21.51万 | 清仓 |
| TMUS | T-MOBILE US INC | $0 | 0.00% | 0 | -1,020 | -100.0% | -$21.42万 | 清仓 |
| KHC | KRAFT HEINZ CO | $0 | 0.00% | 0 | -9,402 | -100.0% | -$21.15万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -7,199 | -100.0% | -$20.67万 | 清仓 |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | $0 | 0.00% | 0 | -12,050 | -100.0% | -$15.58万 | 清仓 |
| EFG | ISHARES TR | $0 | 0.00% | 0 | -487 | -100.0% | -$5.42万 | 清仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -2,000 | -100.0% | -$4.59万 | 清仓 |
| TBIL | RBB FD INC | $0 | 0.00% | 0 | -60 | -100.0% | -$2,992 | 清仓 |
| DWM | WISDOMTREE TR | $40 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| TLTD | FLEXSHARES TR | $81 | 0.00% | 1 | 1 | — | $81 | 新建仓 |
| VV | VANGUARD INDEX FDS | $344 | 0.00% | 1 | -475 | -99.8% | -$16.34万 | 减仓 |
| COMT | ISHARES U S ETF TR | $456 | 0.00% | 15 | 15 | — | $456 | 新建仓 |
| SHY | ISHARES TR | $2,053 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB STRATEGIC TR | $2,110 | 0.00% | 40 | 40 | — | $2,110 | 新建仓 |
| FNDX | SCHWAB STRATEGIC TR | $2,737 | 0.00% | 88 | 88 | — | $2,737 | 新建仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $2,838 | 0.00% | 44 | 44 | — | $2,838 | 新建仓 |
| SCZ | ISHARES TR | $4,689 | 0.00% | 57 | 57 | — | $4,689 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $5,168 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| IYG | ISHARES TR | $6,242 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| USIG | ISHARES TR | $6,411 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| RSPH | INVESCO EXCHANGE TRADED FD T | $8,298 | 0.00% | 250 | 250 | — | $8,298 | 新建仓 |
| PEY | INVESCO EXCHANGE TRADED FD T | $1.19万 | 0.00% | 512 | 0 | 0.0% | — | 不变 |
| IEF | ISHARES TR | $1.19万 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| IXJ | ISHARES TR | $1.23万 | 0.00% | 125 | 125 | — | $1.23万 | 新建仓 |
| IJJ | ISHARES TR | $1.51万 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| PGX | INVESCO EXCH TRADED FD TR II | $1.52万 | 0.00% | 1,400 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $1.54万 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $1.72万 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $1.73万 | 0.00% | 147 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $1.86万 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD SCOTTSDALE FDS | $1.87万 | 0.00% | 399 | 0 | 0.0% | — | 不变 |
| IXN | ISHARES TR | $2.17万 | 0.00% | 150 | 150 | — | $2.17万 | 新建仓 |
| IJS | ISHARES TR | $2.24万 | 0.00% | 164 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $2.33万 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $2.44万 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| GOVT | ISHARES TR | $2.85万 | 0.00% | 1,250 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR | $2.93万 | 0.00% | 164 | -11 | -6.3% | -$1,965 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $3.01万 | 0.00% | 1,247 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $3.03万 | 0.00% | 389 | 0 | 0.0% | — | 不变 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $3.03万 | 0.00% | 225 | -26 | -10.4% | -$3,505 | 减仓 |
| IWP | ISHARES TR | $3.37万 | 0.00% | 230 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $3.42万 | 0.00% | 139 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $3.57万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $4.12万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| FLOT | ISHARES TR | $4.26万 | 0.00% | 835 | 247 | 42.0% | $1.26万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $4.46万 | 0.00% | 540 | 0 | 0.0% | — | 不变 |
| IYR | ISHARES TR | $5.19万 | 0.00% | 508 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $5.44万 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| IEZ | ISHARES TR | $5.53万 | 0.00% | 2,055 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $5.56万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| KBE | SPDR SERIES TRUST | $5.80万 | 0.00% | 850 | 0 | 0.0% | — | 不变 |
| CGW | INVESCO EXCH TRADED FD TR II | $6.88万 | 0.00% | 1,047 | 47 | 4.7% | $3,089 | 加仓 |
| MDYV | SPDR SERIES TRUST | $7.32万 | 0.00% | 772 | -334 | -30.2% | -$3.17万 | 减仓 |
| EEM | ISHARES TR | $7.66万 | 0.00% | 1,120 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $8.00万 | 0.00% | 971 | 21 | 2.2% | $1,729 | 加仓 |
| EES | WISDOMTREE TR | $8.13万 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $9.57万 | 0.00% | 875 | 875 | — | $9.57万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $10.91万 | 0.00% | 1,242 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $11.87万 | 0.01% | 541 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL ETF TRUST | $13.20万 | 0.01% | 2,400 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $13.65万 | 0.01% | 3,921 | 0 | 0.0% | — | 不变 |
| XSW | SPDR SERIES TRUST | $14.47万 | 0.01% | 842 | -3,303 | -79.7% | -$56.75万 | 减仓 |
| MTUM | ISHARES TR | $15.60万 | 0.01% | 455 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $16.23万 | 0.01% | 1,384 | 4 | 0.3% | $469 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $19.14万 | 0.01% | 1,800 | 0 | 0.0% | — | 不变 |
| SLYG | SPDR SERIES TRUST | $19.54万 | 0.01% | 1,640 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $20.05万 | 0.01% | 900 | 900 | — | $20.05万 | 新建仓 |
| WTRG | ESSENTIAL UTILS INC | $20.50万 | 0.01% | 5,350 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $20.64万 | 0.01% | 2,812 | -2,645 | -48.5% | -$19.42万 | 减仓 |
| ENB | ENBRIDGE INC | $20.87万 | 0.01% | 3,850 | -186 | -4.6% | -$1.01万 | 减仓 |
| BN | BROOKFIELD CORP | $20.91万 | 0.01% | 4,910 | -750 | -13.3% | -$3.19万 | 减仓 |
| WM | WASTE MGMT INC DEL | $20.93万 | 0.01% | 939 | 0 | 0.0% | — | 不变 |
| USFR | WISDOMTREE TR | $20.95万 | 0.01% | 4,160 | -725 | -14.8% | -$3.65万 | 减仓 |
| IWD | ISHARES TR | $20.95万 | 0.01% | 864 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $21.02万 | 0.01% | 1,330 | 1,330 | — | $21.02万 | 新建仓 |
| HONA | HONEYWELL AEROSPACE INC | $21.64万 | 0.01% | 979 | 979 | — | $21.64万 | 新建仓 |
| NXT | NEXTPOWER INC | $21.78万 | 0.01% | 1,828 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL INC | $21.92万 | 0.01% | 979 | -1,045 | -51.6% | -$23.40万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $22.26万 | 0.01% | 2,071 | -91 | -4.2% | -$9,783 | 减仓 |
| AVY | AVERY DENNISON CORP | $22.68万 | 0.01% | 1,397 | -56 | -3.9% | -$9,092 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $23.71万 | 0.01% | 2,724 | 2,724 | — | $23.71万 | 新建仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $24.92万 | 0.01% | 2,765 | 2,765 | — | $24.92万 | 新建仓 |
| FAST | FASTENAL CO | $24.93万 | 0.01% | 5,190 | -218 | -4.0% | -$1.05万 | 减仓 |
| BHRB | BURKE HERBERT FINL SVCS CORP | $25.15万 | 0.01% | 3,500 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $25.53万 | 0.01% | 648 | 0 | 0.0% | — | 不变 |
| SPMB | SPDR SERIES TRUST | $26.77万 | 0.01% | 12,000 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $26.94万 | 0.01% | 529 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $27.44万 | 0.01% | 2,340 | -223 | -8.7% | -$2.61万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $27.52万 | 0.01% | 6,250 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINL CORP | $27.52万 | 0.01% | 6,794 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC | $28.00万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| UVV | UNIVERSAL CORP VA MTNS BK EN | $28.37万 | 0.01% | 5,438 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $28.43万 | 0.01% | 1,492 | 0 | 0.0% | — | 不变 |
| DGRW | WISDOMTREE TR | $28.69万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $29.38万 | 0.01% | 1,011 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INC | $29.50万 | 0.01% | 2,190 | -189 | -7.9% | -$2.55万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $30.19万 | 0.01% | 4,800 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $30.26万 | 0.01% | 9,573 | 184 | 2.0% | $5,816 | 加仓 |
| TLH | ISHARES TR | $31.41万 | 0.01% | 3,130 | 0 | 0.0% | — | 不变 |