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 |
|---|---|---|---|---|---|---|---|---|
| RDVY | FIRST TR EXCHANGE TRADED FD | $70.67万 | 0.04% | 10,350 | -1,550 | -13.0% | -$10.58万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $70.34万 | 0.04% | 14,100 | 4,000 | 39.6% | $19.96万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $67.80万 | 0.03% | 1,357 | -104 | -7.1% | -$5.20万 | 减仓 |
| HSY | HERSHEY CO | $66.94万 | 0.03% | 3,220 | -200 | -5.8% | -$4.16万 | 减仓 |
| SO | SOUTHERN CO | $65.56万 | 0.03% | 6,792 | -544 | -7.4% | -$5.25万 | 减仓 |
| — | VIRGINIA NATL BK CHRLOTSVLE | $64.94万 | 0.03% | 17,000 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $64.04万 | 0.03% | 4,378 | -314 | -6.7% | -$4.59万 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $62.93万 | 0.03% | 6,960 | -147 | -2.1% | -$1.33万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $62.57万 | 0.03% | 25,281 | -16 | -0.1% | -$396 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $61.40万 | 0.03% | 8,447 | -315 | -3.6% | -$2.29万 | 减仓 |
| NKE | NIKE INC | $61.05万 | 0.03% | 11,558 | -15 | -0.1% | -$792 | 减仓 |
| WMB | WILLIAMS COS INC | $59.91万 | 0.03% | 8,231 | -2 | -0.0% | -$146 | 减仓 |
| XSW | SPDR SERIES TRUST | $58.98万 | 0.03% | 4,145 | 4,145 | — | $58.98万 | 新建仓 |
| INGR | INGREDION INC | $57.14万 | 0.03% | 5,072 | -250 | -4.7% | -$2.82万 | 减仓 |
| FHI | FEDERATED HERMES INC | $55.07万 | 0.03% | 9,711 | -75 | -0.8% | -$4,253 | 减仓 |
| HUBB | HUBBELL INC | $53.05万 | 0.03% | 1,081 | -3 | -0.3% | -$1,472 | 减仓 |
| MSM | MSC INDL DIRECT INC | $52.10万 | 0.03% | 5,646 | -170 | -2.9% | -$1.57万 | 减仓 |
| STIP | ISHARES TR | $51.57万 | 0.03% | 4,986 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $50.19万 | 0.03% | 4,141 | -1,190 | -22.3% | -$14.42万 | 减仓 |
| WAT | WATERS CORP | $48.60万 | 0.02% | 1,632 | 104 | 6.8% | $3.10万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $46.04万 | 0.02% | 462 | -111 | -19.4% | -$11.06万 | 减仓 |
| — | HONEYWELL INTL INC | $45.75万 | 0.02% | 2,024 | -129 | -6.0% | -$2.92万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $45.68万 | 0.02% | 5,150 | -46 | -0.9% | -$4,080 | 减仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $45.60万 | 0.02% | 26,637 | -2,100 | -7.3% | -$3.60万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $45.01万 | 0.02% | 7,993 | -100 | -1.2% | -$5,631 | 减仓 |
| BP | BP PLC | $44.65万 | 0.02% | 9,501 | 0 | 0.0% | — | 不变 |
| STN | STANTEC INC | $44.37万 | 0.02% | 5,135 | -100 | -1.9% | -$8,640 | 减仓 |
| DLTR | DOLLAR TREE INC | $43.80万 | 0.02% | 4,000 | -1 | -0.0% | -$110 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $43.19万 | 0.02% | 14,076 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $42.53万 | 0.02% | 9,389 | -232 | -2.4% | -$1.05万 | 减仓 |
| MKC | MCCORMICK & CO INC | $42.34万 | 0.02% | 8,394 | -23 | -0.3% | -$1,160 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $40.19万 | 0.02% | 5,457 | 2,800 | 105.4% | $20.62万 | 加仓 |
| RY | ROYAL BK CDA | $39.64万 | 0.02% | 2,450 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $39.05万 | 0.02% | 1,464 | 0 | 0.0% | — | 不变 |
| TMFC | RBB FD INC | $38.92万 | 0.02% | 5,900 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH & DWIGHT CO INC | $38.54万 | 0.02% | 4,130 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $37.75万 | 0.02% | 1,528 | -1 | -0.1% | -$247 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $36.09万 | 0.02% | 529 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $35.62万 | 0.02% | 3,867 | 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 |
| LHX | L3HARRIS TECHNOLOGIES INC | $34.89万 | 0.02% | 1,011 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $32.78万 | 0.02% | 2,501 | -75 | -2.9% | -$9,831 | 减仓 |
| YUM | YUM BRANDS INC | $32.62万 | 0.02% | 2,098 | -38 | -1.8% | -$5,908 | 减仓 |
| CBRE | CBRE GROUP INC | $32.23万 | 0.02% | 2,379 | -90 | -3.6% | -$1.22万 | 减仓 |
| TLH | ISHARES TR | $31.53万 | 0.02% | 3,130 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $31.13万 | 0.02% | 1,473 | -151 | -9.3% | -$3.19万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $29.27万 | 0.01% | 913 | -3 | -0.3% | -$962 | 减仓 |
| UVV | UNIVERSAL CORP VA MTNS BK EN | $28.66万 | 0.01% | 5,438 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $28.21万 | 0.01% | 4,800 | -108 | -2.2% | -$6,348 | 减仓 |
| AFL | AFLAC INC | $28.12万 | 0.01% | 2,563 | -21 | -0.8% | -$2,304 | 减仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $27.33万 | 0.01% | 1,720 | -450 | -20.7% | -$7.15万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $27.18万 | 0.01% | 2,385 | -1 | -0.0% | -$114 | 减仓 |
| UDR | UDR INC | $26.96万 | 0.01% | 7,980 | 0 | 0.0% | — | 不变 |
| SPMB | SPDR SERIES TRUST | $26.87万 | 0.01% | 12,000 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC | $26.68万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| DGRW | WISDOMTREE TR | $26.35万 | 0.01% | 3,000 | -700 | -18.9% | -$6.15万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $25.52万 | 0.01% | 6,250 | -729 | -10.4% | -$2.98万 | 减仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $25.23万 | 0.01% | 5,397 | -1,665 | -23.6% | -$7.78万 | 减仓 |
| FAST | FASTENAL CO | $25.09万 | 0.01% | 5,408 | 217 | 4.2% | $1.01万 | 加仓 |
| AVY | AVERY DENNISON CORP | $25.09万 | 0.01% | 1,453 | 0 | 0.0% | — | 不变 |
| USFR | WISDOMTREE TR | $24.59万 | 0.01% | 4,885 | -4,905 | -50.1% | -$24.69万 | 减仓 |
| MFC | MANULIFE FINL CORP | $23.40万 | 0.01% | 6,794 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP | $22.91万 | 0.01% | 5,660 | -208 | -3.5% | -$8,418 | 减仓 |
| CVS | CVS HEALTH CORP | $22.17万 | 0.01% | 3,086 | -1 | -0.0% | -$72 | 减仓 |
| NXT | NEXTPOWER INC | $22.04万 | 0.01% | 1,828 | 1,828 | — | $22.04万 | 新建仓 |
| ENB | ENBRIDGE INC | $21.85万 | 0.01% | 4,036 | -568 | -12.3% | -$3.08万 | 减仓 |
| BHRB | BURKE HERBERT FINL SVCS CORP | $21.80万 | 0.01% | 3,500 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $21.58万 | 0.01% | 939 | -1 | -0.1% | -$230 | 减仓 |
| WTRG | ESSENTIAL UTILS INC | $21.54万 | 0.01% | 5,350 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $21.51万 | 0.01% | 500 | 500 | — | $21.51万 | 新建仓 |
| TMUS | T-MOBILE US INC | $21.42万 | 0.01% | 1,020 | 104 | 11.4% | $2.18万 | 重新持有 |
| UPS | UNITED PARCEL SVCS INC | $21.27万 | 0.01% | 2,162 | -7,041 | -76.5% | -$69.27万 | 减仓 |
| KHC | KRAFT HEINZ CO | $21.15万 | 0.01% | 9,402 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $20.67万 | 0.01% | 7,199 | -333 | -4.4% | -$9,560 | 减仓 |
| IWO | ISHARES TR | $20.33万 | 0.01% | 648 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $19.83万 | 0.01% | 1,492 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $18.46万 | 0.01% | 864 | 0 | 0.0% | — | 不变 |
| VONV | VANGUARD SCOTTSDALE FDS | $16.87万 | 0.01% | 1,800 | 0 | 0.0% | — | 不变 |
| SLYG | SPDR SERIES TRUST | $15.85万 | 0.01% | 1,640 | 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 |
| XLY | SELECT SECTOR SPDR TR | $15.04万 | 0.01% | 1,380 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $14.23万 | 0.01% | 476 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $11.96万 | 0.01% | 3,921 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL ETF TRUST | $11.63万 | 0.01% | 2,400 | -181 | -7.0% | -$8,771 | 减仓 |
| MTUM | ISHARES TR | $10.92万 | 0.01% | 455 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $10.38万 | 0.01% | 541 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $9.51万 | 0.00% | 1,242 | -1 | -0.1% | -$77 | 减仓 |
| MDYV | SPDR SERIES TRUST | $9.42万 | 0.00% | 1,106 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $8.42万 | 0.00% | 1,091 | 0 | 0.0% | — | 不变 |
| EES | WISDOMTREE TR | $6.97万 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $6.76万 | 0.00% | 950 | -150 | -13.6% | -$1.07万 | 减仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $6.39万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $6.36万 | 0.00% | 1,120 | 0 | 0.0% | — | 不变 |
| IEZ | ISHARES TR | $5.95万 | 0.00% | 2,055 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $5.51万 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $5.42万 | 0.00% | 487 | 0 | 0.0% | — | 不变 |
| KBE | SPDR SERIES TRUST | $5.06万 | 0.00% | 850 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $4.85万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| IYR | ISHARES TR | $4.80万 | 0.00% | 508 | 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 |