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 |
|---|---|---|---|---|---|---|---|---|
| EAGL | 2023 ETF SERIES TRUST | $1,658.07万 | 0.83% | 545,058 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $1,660.59万 | 0.83% | 103,982 | -374 | -0.4% | -$5.97万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,722.36万 | 0.86% | 20,359 | -181 | -0.9% | -$15.31万 | 减仓 |
| ETN | EATON CORP PLC | $1,740.64万 | 0.87% | 48,666 | -49 | -0.1% | -$1.75万 | 减仓 |
| IEFA | ISHARES TR | $1,783.90万 | 0.89% | 197,051 | -641 | -0.3% | -$5.80万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1,795.62万 | 0.90% | 301,532 | 16,855 | 5.9% | $100.37万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $1,815.22万 | 0.91% | 63,248 | 139 | 0.2% | $3.99万 | 加仓 |
| ORCL | ORACLE CORP | $1,837.15万 | 0.92% | 124,883 | -1,268 | -1.0% | -$18.65万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,916.08万 | 0.96% | 29,463 | -533 | -1.8% | -$34.66万 | 减仓 |
| AMAT | APPLIED MATLS INC | $1,976.31万 | 0.99% | 57,822 | -1,725 | -2.9% | -$58.96万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,983.26万 | 0.99% | 103,338 | -1,673 | -1.6% | -$32.11万 | 减仓 |
| CSCO | CISCO SYS INC | $2,046.92万 | 1.02% | 263,812 | -694 | -0.3% | -$5.38万 | 减仓 |
| VGT | VANGUARD WORLD FD | $2,054.86万 | 1.02% | 29,451 | 125 | 0.4% | $8.72万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $2,165.66万 | 1.08% | 435,003 | 26,285 | 6.4% | $130.86万 | 加仓 |
| GOOGL | ALPHABET INC | $2,242.93万 | 1.12% | 77,999 | -1,122 | -1.4% | -$32.26万 | 减仓 |
| META | META PLATFORMS INC | $2,260.99万 | 1.13% | 39,519 | 1,193 | 3.1% | $68.25万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $2,328.98万 | 1.16% | 397,844 | 40,062 | 11.2% | $234.52万 | 加仓 |
| AVGO | BROADCOM INC | $2,374.41万 | 1.18% | 76,715 | -1,646 | -2.1% | -$50.95万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $2,375.34万 | 1.18% | 926,419 | -18,592 | -2.0% | -$47.67万 | 减仓 |
| CVX | CHEVRON CORPORATION | $2,713.89万 | 1.35% | 131,169 | 123 | 0.1% | $2.54万 | 加仓 |
| AMZN | AMAZON COM INC | $2,988.62万 | 1.49% | 143,497 | 1,646 | 1.2% | $34.28万 | 加仓 |
| IEMG | ISHARES INC | $3,134.64万 | 1.56% | 449,411 | 10,835 | 2.5% | $75.57万 | 加仓 |
| — | EXXON MOBIL CORP | $3,275.12万 | 1.63% | 193,040 | -9,104 | -4.5% | -$154.46万 | 减仓 |
| IJR | ISHARES TR | $3,289.26万 | 1.64% | 264,601 | 8,198 | 3.2% | $101.91万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $3,838.79万 | 1.91% | 220,114 | 3,006 | 1.4% | $52.42万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $4,073.17万 | 2.03% | 138,468 | 141 | 0.1% | $4.15万 | 加仓 |
| IJH | ISHARES TR | $4,333.22万 | 2.16% | 641,674 | 35,050 | 5.8% | $236.69万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $4,506.04万 | 2.25% | 1,546,872 | 1,074,695 | 227.6% | $3,130.59万 | 加仓 |
| GOOG | ALPHABET INC | $4,518.73万 | 2.25% | 157,524 | 2,187 | 1.4% | $62.74万 | 加仓 |
| AGG | ISHARES TR | $4,801.67万 | 2.39% | 483,698 | 38,531 | 8.7% | $382.50万 | 加仓 |
| MSFT | MICROSOFT CORP | $5,572.10万 | 2.78% | 150,528 | 10,282 | 7.3% | $380.61万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $5,852.05万 | 2.92% | 913,241 | 40,010 | 4.6% | $256.38万 | 加仓 |
| IXUS | ISHARES TR | $6,371.95万 | 3.18% | 735,451 | 29,707 | 4.2% | $257.38万 | 加仓 |
| AAPL | APPLE INC | $7,103.46万 | 3.54% | 279,895 | 2,913 | 1.1% | $73.93万 | 加仓 |
| ACWI | ISHARES TR | $8,872.66万 | 4.42% | 641,227 | -7,775 | -1.2% | -$107.58万 | 减仓 |
| IVV | ISHARES TR | $1.69亿 | 8.43% | 258,783 | -31,931 | -11.0% | -$2,085.77万 | 减仓 |