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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $1.69亿 | 8.43% | 258,783 | -31,931 | -11.0% | -$2,085.77万 | 减仓 |
| ACWI | ISHARES TR | $8,872.66万 | 4.42% | 641,227 | -7,775 | -1.2% | -$107.58万 | 减仓 |
| AAPL | APPLE INC | $7,103.46万 | 3.54% | 279,895 | 2,913 | 1.1% | $73.93万 | 加仓 |
| IXUS | ISHARES TR | $6,371.95万 | 3.18% | 735,451 | 29,707 | 4.2% | $257.38万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $5,852.05万 | 2.92% | 913,241 | 40,010 | 4.6% | $256.38万 | 加仓 |
| MSFT | MICROSOFT CORP | $5,572.10万 | 2.78% | 150,528 | 10,282 | 7.3% | $380.61万 | 加仓 |
| AGG | ISHARES TR | $4,801.67万 | 2.39% | 483,698 | 38,531 | 8.7% | $382.50万 | 加仓 |
| GOOG | ALPHABET INC | $4,518.73万 | 2.25% | 157,524 | 2,187 | 1.4% | $62.74万 | 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 |
| IJH | ISHARES TR | $4,333.22万 | 2.16% | 641,674 | 35,050 | 5.8% | $236.69万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $4,073.17万 | 2.03% | 138,468 | 141 | 0.1% | $4.15万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $3,838.79万 | 1.91% | 220,114 | 3,006 | 1.4% | $52.42万 | 加仓 |
| IJR | ISHARES TR | $3,289.26万 | 1.64% | 264,601 | 8,198 | 3.2% | $101.91万 | 加仓 |
| — | EXXON MOBIL CORP | $3,275.12万 | 1.63% | 193,040 | -9,104 | -4.5% | -$154.46万 | 减仓 |
| IEMG | ISHARES INC | $3,134.64万 | 1.56% | 449,411 | 10,835 | 2.5% | $75.57万 | 加仓 |
| AMZN | AMAZON COM INC | $2,988.62万 | 1.49% | 143,497 | 1,646 | 1.2% | $34.28万 | 加仓 |
| CVX | CHEVRON CORPORATION | $2,713.89万 | 1.35% | 131,169 | 123 | 0.1% | $2.54万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $2,375.34万 | 1.18% | 926,419 | -18,592 | -2.0% | -$47.67万 | 减仓 |
| AVGO | BROADCOM INC | $2,374.41万 | 1.18% | 76,715 | -1,646 | -2.1% | -$50.95万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $2,328.98万 | 1.16% | 397,844 | 40,062 | 11.2% | $234.52万 | 加仓 |
| META | META PLATFORMS INC | $2,260.99万 | 1.13% | 39,519 | 1,193 | 3.1% | $68.25万 | 加仓 |
| GOOGL | ALPHABET INC | $2,242.93万 | 1.12% | 77,999 | -1,122 | -1.4% | -$32.26万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $2,165.66万 | 1.08% | 435,003 | 26,285 | 6.4% | $130.86万 | 加仓 |
| VGT | VANGUARD WORLD FD | $2,054.86万 | 1.02% | 29,451 | 125 | 0.4% | $8.72万 | 加仓 |
| CSCO | CISCO SYS INC | $2,046.92万 | 1.02% | 263,812 | -694 | -0.3% | -$5.38万 | 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 |
| AMAT | APPLIED MATLS INC | $1,976.31万 | 0.99% | 57,822 | -1,725 | -2.9% | -$58.96万 | 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 |
| ORCL | ORACLE CORP | $1,837.15万 | 0.92% | 124,883 | -1,268 | -1.0% | -$18.65万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $1,815.22万 | 0.91% | 63,248 | 139 | 0.2% | $3.99万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1,795.62万 | 0.90% | 301,532 | 16,855 | 5.9% | $100.37万 | 加仓 |
| IEFA | ISHARES TR | $1,783.90万 | 0.89% | 197,051 | -641 | -0.3% | -$5.80万 | 减仓 |
| ETN | EATON CORP PLC | $1,740.64万 | 0.87% | 48,666 | -49 | -0.1% | -$1.75万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,722.36万 | 0.86% | 20,359 | -181 | -0.9% | -$15.31万 | 减仓 |
| TJX | TJX COS INC NEW | $1,660.59万 | 0.83% | 103,982 | -374 | -0.4% | -$5.97万 | 减仓 |
| EAGL | 2023 ETF SERIES TRUST | $1,658.07万 | 0.83% | 545,058 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $1,630.00万 | 0.81% | 27,278 | -182 | -0.7% | -$10.88万 | 减仓 |
| RTX | RTX CORPORATION | $1,615.41万 | 0.81% | 83,743 | -1,247 | -1.5% | -$24.05万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1,569.36万 | 0.78% | 31,928 | -287 | -0.9% | -$14.11万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $1,504.43万 | 0.75% | 33,853 | 198 | 0.6% | $8.80万 | 加仓 |
| MS | MORGAN STANLEY | $1,448.46万 | 0.72% | 88,015 | 448 | 0.5% | $7.37万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $1,331.11万 | 0.66% | 101,658 | 2,095 | 2.1% | $27.43万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $1,234.51万 | 0.62% | 84,204 | 2,203 | 2.7% | $32.30万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $1,234.47万 | 0.62% | 2,932 | -31 | -1.0% | -$13.05万 | 减仓 |
| GVI | ISHARES TR | $1,207.89万 | 0.60% | 113,226 | -256 | -0.2% | -$2.73万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $1,182.42万 | 0.59% | 81,862 | 11 | 0.0% | $1,589 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,171.91万 | 0.58% | 47,943 | -1,557 | -3.1% | -$38.06万 | 减仓 |
| MRK | MERCK & CO INC | $1,102.18万 | 0.55% | 91,627 | -648 | -0.7% | -$7.79万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $1,093.87万 | 0.55% | 52,567 | 261 | 0.5% | $5.43万 | 加仓 |
| IGV | ISHARES TR | $1,089.06万 | 0.54% | 136,048 | 3,965 | 3.0% | $31.74万 | 加仓 |
| SOXX | ISHARES TR | $1,074.46万 | 0.54% | 32,692 | -892 | -2.7% | -$29.32万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $1,036.18万 | 0.52% | 24,864 | -73 | -0.3% | -$3.04万 | 减仓 |
| PEP | PEPSICO INC | $1,022.21万 | 0.51% | 65,826 | -621 | -0.9% | -$9.64万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $1,015.44万 | 0.51% | 61,415 | -1,253 | -2.0% | -$20.72万 | 减仓 |
| AMGN | AMGEN INC | $950.17万 | 0.47% | 27,005 | -256 | -0.9% | -$9.01万 | 减仓 |
| VO | VANGUARD INDEX FDS | $942.41万 | 0.47% | 32,816 | -2,691 | -7.6% | -$77.28万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $938.98万 | 0.47% | 15,536 | -166 | -1.1% | -$10.03万 | 减仓 |
| LOW | LOWES COS INC | $928.51万 | 0.46% | 39,297 | -116 | -0.3% | -$2.74万 | 减仓 |
| WMT | WALMART INC | $884.17万 | 0.44% | 71,143 | -26,476 | -27.1% | -$329.04万 | 减仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $868.22万 | 0.43% | 109,735 | 678 | 0.6% | $5.36万 | 加仓 |
| HD | HOME DEPOT INC | $863.48万 | 0.43% | 26,254 | 767 | 3.0% | $25.23万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $851.73万 | 0.42% | 49,353 | 3,187 | 6.9% | $55.00万 | 加仓 |
| V | VISA INC | $837.90万 | 0.42% | 27,723 | -11,894 | -30.0% | -$359.48万 | 减仓 |
| CB | CHUBB LTD SWITZ | $833.86万 | 0.42% | 25,584 | 853 | 3.4% | $27.80万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $790.66万 | 0.39% | 27,008 | -149 | -0.5% | -$4.36万 | 减仓 |
| LLY | ELI LILLY & CO | $765.98万 | 0.38% | 8,328 | -141 | -1.7% | -$12.97万 | 减仓 |
| UL | UNILEVER PLC | $752.88万 | 0.38% | 132,154 | 2,594 | 2.0% | $14.78万 | 加仓 |
| CAT | CATERPILLAR INC | $748.42万 | 0.37% | 10,564 | 354 | 3.5% | $25.08万 | 加仓 |
| TTE | TOTALENERGIES SE | $675.73万 | 0.34% | 74,272 | 556 | 0.8% | $5.06万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $675.13万 | 0.34% | 87,554 | 184 | 0.2% | $1.42万 | 加仓 |
| ACWX | ISHARES TR | $673.10万 | 0.34% | 98,306 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $670.70万 | 0.33% | 238,855 | 29,130 | 13.9% | $81.80万 | 加仓 |
| ABBV | ABBVIE INC | $666.36万 | 0.33% | 30,639 | -722 | -2.3% | -$15.70万 | 减仓 |
| NEAR | ISHARES U S ETF TR | $660.44万 | 0.33% | 129,919 | -1,858 | -1.4% | -$9.45万 | 减仓 |
| SLB | SLB LIMITED | $646.10万 | 0.32% | 125,725 | -657 | -0.5% | -$3.38万 | 减仓 |
| KLAC | KLA CORP | $641.82万 | 0.32% | 4,359 | -50 | -1.1% | -$7.36万 | 减仓 |
| MKL | MARKEL GROUP INC | $640.07万 | 0.32% | 3,344 | -170 | -4.8% | -$32.54万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $619.33万 | 0.31% | 6,918 | -109 | -1.6% | -$9.76万 | 减仓 |
| MCD | MCDONALDS CORP | $573.90万 | 0.29% | 18,466 | -173 | -0.9% | -$5.38万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $572.72万 | 0.29% | 105,961 | 828 | 0.8% | $4.48万 | 加仓 |
| IVW | ISHARES TR | $564.31万 | 0.28% | 49,890 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $554.00万 | 0.28% | 20,474 | -276 | -1.3% | -$7.47万 | 减仓 |
| IWF | ISHARES TR | $546.69万 | 0.27% | 12,821 | 732 | 6.1% | $31.21万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $506.41万 | 0.25% | 82,666 | -880 | -1.1% | -$5.39万 | 减仓 |
| MO | ALTRIA GROUP INC | $500.90万 | 0.25% | 75,905 | -820 | -1.1% | -$5.41万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $478.33万 | 0.24% | 57,804 | -1,300 | -2.2% | -$10.76万 | 减仓 |
| KO | COCA COLA CO | $471.12万 | 0.23% | 61,949 | -92 | -0.1% | -$6,997 | 减仓 |
| IWV | ISHARES TR | $469.73万 | 0.23% | 12,672 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE | $444.99万 | 0.22% | 25,991 | -2,580 | -9.0% | -$44.17万 | 减仓 |
| WFC | WELLS FARGO & CO | $441.96万 | 0.22% | 55,516 | -847 | -1.5% | -$6.74万 | 减仓 |
| EMR | EMERSON ELEC CO | $427.53万 | 0.21% | 32,631 | -209 | -0.6% | -$2.74万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $422.38万 | 0.21% | 41,139 | -818 | -1.9% | -$8.40万 | 减仓 |
| DOV | DOVER CORP | $420.63万 | 0.21% | 20,179 | -171 | -0.8% | -$3.56万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $385.74万 | 0.19% | 34,795 | -404 | -1.1% | -$4.48万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $380.46万 | 0.19% | 11,085 | -112 | -1.0% | -$3.84万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $379.46万 | 0.19% | 18,676 | -35 | -0.2% | -$7,111 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $370.78万 | 0.18% | 81,222 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $365.43万 | 0.18% | 118,033 | -3,341 | -2.8% | -$10.34万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $354.11万 | 0.18% | 14,609 | -75 | -0.5% | -$1.82万 | 减仓 |
| KNSL | KINSALE CAP GROUP INC | $350.99万 | 0.18% | 10,273 | 3,279 | 46.9% | $112.03万 | 加仓 |