Lowe Brockenbrough & Co Inc 13F 持仓 · 2026年Q2
Lowe Brockenbrough & Co 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 341 只证券,申报市值合计 22.47 亿美元。前几大持仓:IVV(8.49%)、ACWI(3.79%)、AAPL(3.53%)。本季前 25 大持仓中:增持 14 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $190.8M | 8.49% | 254,751 | 减持 |
| 2 | ACWI | ISHARES TR | $85.1M | 3.79% | 542,352 | 减持 |
| 3 | AAPL | APPLE INC | $79.4M | 3.53% | 274,474 | 减持 |
| 4 | IXUS | ISHARES TR | $72.6M | 3.23% | 760,416 | 增持 |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | $67.8M | 3.02% | 951,649 | 增持 |
| 6 | AGG | ISHARES TR | $67.2M | 2.99% | 678,593 | 增持 |
| 7 | SCHG | SCHWAB STRATEGIC TR | $58.0M | 2.58% | 1.7M | 增持 |
| 8 | MSFT | MICROSOFT CORP | $57.4M | 2.55% | 153,883 | 增持 |
| 9 | GOOG | ALPHABET INC | $54.5M | 2.42% | 154,129 | 减持 |
| 10 | IJH | ISHARES TR | $52.0M | 2.31% | 674,296 | 增持 |
| 11 | NVDA | NVIDIA CORPORATION | $45.4M | 2.02% | 226,813 | 增持 |
| 12 | JPM | JPMORGAN CHASE & CO | $44.8M | 1.99% | 136,772 | 减持 |
| 13 | IJR | ISHARES TR | $40.2M | 1.79% | 270,876 | 增持 |
| 14 | IEMG | ISHARES INC | $38.3M | 1.71% | 462,841 | 增持 |
| 15 | AMZN | AMAZON COM INC | $34.1M | 1.52% | 143,176 | 减持 |
| 16 | VOO | VANGUARD INDEX FDS | $32.0M | 1.42% | 46,610 | 增持 |
| 17 | AVGO | BROADCOM INC | $29.4M | 1.31% | 77,820 | 增持 |
| 18 | CSCO | CISCO SYS INC | $29.4M | 1.31% | 250,613 | 减持 |
| 19 | AMAT | APPLIED MATLS INC | $28.0M | 1.25% | 38,765 | 减持 |
| 20 | VGT | VANGUARD WORLD FD | $28.0M | 1.25% | 234,464 | 增持 |
| 21 | GOOGL | ALPHABET INC | $27.4M | 1.22% | 76,656 | 减持 |
| 22 | XOM | EXXON MOBIL CORP | $26.3M | 1.17% | 192,068 | 减持 |
| 23 | SCHX | SCHWAB STRATEGIC TR | $25.9M | 1.15% | 881,010 | 减持 |
| 24 | SOXX | ISHARES TR | $23.9M | 1.06% | 37,319 | 增持 |
| 25 | VGSH | VANGUARD SCOTTSDALE FDS | $23.9M | 1.06% | 410,725 | 增持 |
来源:SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓,以及相对上季度的变化。
13F 持仓,最新季度
来源SEC EDGAR13F-HR