LOWERY THOMAS, LLC
PEBBLE BEACH CA · SEC CIK 0001919701
$2.05亿2026Q2 申报市值
57持仓数
58.0%前十大占比 · 第一大 12.2%
2 / 1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
VUSB 加仓+$90.48万
SPMO 新建仓+$31.03万
VIOV 新建仓+$23.93万
SCHX 加仓+$23.20万
SCHO 加仓+$21.70万
2026Q2 卖出最多 按季末市值估算
IWF 减仓-$61.72万
BND 减仓-$60.92万
SPY 减仓-$48.54万
QQQM 减仓-$41.67万
FNDX 减仓-$22.76万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | $2,495.18万 | 12.19% | 737,508 | 4,743 | 0.6% | $16.05万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,875.13万 | 9.16% | 27,302 | -189 | -0.7% | -$12.98万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1,302.86万 | 6.36% | 43,021 | -1,376 | -3.1% | -$41.67万 | 减仓 |
| SMH | VANECK ETF TRUST | $1,172.96万 | 5.73% | 17,895 | -249 | -1.4% | -$16.32万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $1,146.31万 | 5.60% | 368,588 | -7,319 | -1.9% | -$22.76万 | 减仓 |
| QQQ | INVESCO QQQ TR | $930.33万 | 4.54% | 12,634 | -242 | -1.9% | -$17.82万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $910.52万 | 4.45% | 12,193 | -650 | -5.1% | -$48.54万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $807.03万 | 3.94% | 231,838 | 3,066 | 1.3% | $10.67万 | 加仓 |
| IWF | ISHARES TR | $629.35万 | 3.07% | 50,685 | -4,971 | -8.9% | -$61.72万 | 减仓 |
| IWB | ISHARES TR | $607.43万 | 2.97% | 14,833 | 28 | 0.2% | $1.15万 | 加仓 |
| IWO | ISHARES TR | $530.74万 | 2.59% | 13,472 | -135 | -1.0% | -$5.32万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $516.71万 | 2.52% | 103,799 | 18,176 | 21.2% | $90.48万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $459.67万 | 2.25% | 27,017 | 509 | 1.9% | $8.66万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $452.35万 | 2.21% | 80,090 | 911 | 1.2% | $5.15万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $426.47万 | 2.08% | 58,095 | -8,298 | -12.5% | -$60.92万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $389.61万 | 1.90% | 161,394 | 8,990 | 5.9% | $21.70万 | 加仓 |
| VIOG | VANGUARD ADMIRAL FDS INC | $385.24万 | 1.88% | 25,110 | 256 | 1.0% | $3.93万 | 加仓 |
| FLDR | FIDELITY MERRIMACK STR TR | $371.84万 | 1.82% | 74,205 | -1,235 | -1.6% | -$6.19万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $369.60万 | 1.81% | 159,791 | -6,891 | -4.1% | -$15.94万 | 减仓 |
| GOOG | ALPHABET INC | $341.88万 | 1.67% | 9,677 | -26 | -0.3% | -$9,186 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $322.23万 | 1.57% | 109,537 | 7,885 | 7.8% | $23.20万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $317.70万 | 1.55% | 26,700 | -1,286 | -4.6% | -$15.30万 | 减仓 |
| IWP | ISHARES TR | $313.00万 | 1.53% | 21,378 | -76 | -0.4% | -$1.11万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $298.37万 | 1.46% | 5,712 | -121 | -2.1% | -$6.32万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $228.04万 | 1.11% | 7,445 | 46 | 0.6% | $1.41万 | 加仓 |
| AAPL | APPLE INC | $209.01万 | 1.02% | 7,226 | -463 | -6.0% | -$13.39万 | 减仓 |
| KLAC | KLA CORP | $183.74万 | 0.90% | 6,090 | 0 | 0.0% | — | 不变 |
| XSVM | INVESCO EXCHANGE TRADED FD T | $181.54万 | 0.89% | 26,088 | 104 | 0.4% | $7,237 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $161.97万 | 0.79% | 17,299 | 833 | 5.1% | $7.80万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $152.37万 | 0.74% | 7,998 | -612 | -7.1% | -$11.66万 | 减仓 |
| IWN | ISHARES TR | $147.45万 | 0.72% | 6,666 | -78 | -1.2% | -$1.73万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $137.42万 | 0.67% | 6,896 | 5 | 0.1% | $996 | 加仓 |
| SHV | ISHARES TR | $137.14万 | 0.67% | 12,428 | 767 | 6.6% | $8.46万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $132.47万 | 0.65% | 6,043 | -75 | -1.2% | -$1.64万 | 减仓 |
| SHY | ISHARES TR | $126.26万 | 0.62% | 15,377 | 266 | 1.8% | $2.18万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $125.53万 | 0.61% | 34,048 | -266 | -0.8% | -$9,807 | 减仓 |
| IWM | ISHARES TR | $118.17万 | 0.58% | 3,933 | -51 | -1.3% | -$1.53万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $99.33万 | 0.49% | 16,340 | 64 | 0.4% | $3,890 | 加仓 |
| AMZN | AMAZON COM INC | $93.91万 | 0.46% | 3,940 | -100 | -2.5% | -$2.38万 | 减仓 |
| IWD | ISHARES TR | $93.36万 | 0.46% | 3,851 | 12 | 0.3% | $2,909 | 加仓 |
| AIQ | GLOBAL X FDS | $91.96万 | 0.45% | 14,017 | 400 | 2.9% | $2.62万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $81.63万 | 0.40% | 22,594 | -753 | -3.2% | -$2.72万 | 减仓 |
| SOXX | ISHARES TR | $79.43万 | 0.39% | 1,240 | 1 | 0.1% | $641 | 加仓 |
| QLD | PROSHARES TR | $75.88万 | 0.37% | 7,842 | -195 | -2.4% | -$1.89万 | 减仓 |
| MSFT | MICROSOFT CORP | $46.71万 | 0.23% | 1,252 | 2 | 0.2% | $746 | 加仓 |
| META | META PLATFORMS INC | $42.84万 | 0.21% | 761 | 1 | 0.1% | $563 | 加仓 |
| SLYG | SPDR SERIES TRUST | $42.84万 | 0.21% | 3,596 | 7 | 0.2% | $834 | 加仓 |
| TSLA | TESLA INC | $39.83万 | 0.19% | 947 | -240 | -20.2% | -$10.09万 | 减仓 |
| GOOGL | ALPHABET INC | $39.27万 | 0.19% | 1,099 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $38.23万 | 0.19% | 1,935 | 9 | 0.5% | $1,778 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $34.80万 | 0.17% | 10,974 | 486 | 4.6% | $1.54万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $31.03万 | 0.15% | 1,921 | 1,921 | — | $31.03万 | 新建仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $29.65万 | 0.14% | 422 | 1 | 0.2% | $703 | 加仓 |
| — | PROSHARES TR | $27.74万 | 0.14% | 3,242 | 555 | 20.7% | $4.75万 | 重新持有 |
| VIOV | VANGUARD ADMIRAL FDS INC | $23.93万 | 0.12% | 2,040 | 2,040 | — | $23.93万 | 新建仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $23.78万 | 0.12% | 1,862 | 6 | 0.3% | $766 | 加仓 |
| VO | VANGUARD INDEX FDS | $21.57万 | 0.11% | 2,677 | -971 | -26.6% | -$7.82万 | 减仓 |
| COWZ | PACER FDS TR | $0 | 0.00% | 0 | -3,234 | -100.0% | -$20.23万 | 清仓 |