申报总市值
US$20.1亿
申报季度: 2026-03-31 · 持股只数: 329
LOWE BROCKENBROUGH & CO INC在最新一期 13F 报告中披露了 329 项持股，申报期为 2026-03-31，总持股市值约为 US$20.1亿，季度换手率为 12.2%。
加仓 SCHG
+227.6% US$2965.8万
减仓 IVV
-11.0% -US$3008.2万
减仓 MSFT
+7.3% -US$1210.5万
加仓 XOM
-4.5% US$842.5万
加仓 CVX
+0.1% US$716.6万
减仓 ORCL
-1.0% -US$621.7万
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 8.43% | -1.37% | -10.98% | |
| 2 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 4.42% | -0.10% | -1.20% | |
| 3 | AAPL | Apple INC | 股票-科技 | 3.54% | -0.17% | +1.05% | |
| 4 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 3.18% | +0.24% | +4.21% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.92% | +0.23% | +4.58% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.78% | -0.56% | +7.33% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.39% | +0.20% | +8.66% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.25% | -0.15% | +1.41% | |
| 9 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 2.25% | +1.49% | +227.60% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.16% | +0.19% | +5.78% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.03% | -0.16% | +0.10% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 1.91% | -0.08% | +1.38% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.64% | +0.12% | +3.20% | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 1.63% | +0.43% | -4.50% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.56% | +0.11% | +2.47% | |
| 16 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.49% | -0.12% | +1.16% | |
| 17 | CVX | Chevron CORP | 股票-能源 | 1.35% | +0.37% | +0.09% | |
| 18 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.18% | -0.07% | -1.97% | |
| 19 | AVGO | Broadcom INC | 股票-科技 | 1.18% | -0.16% | -2.10% | |
| 20 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 1.16% | +0.13% | +11.20% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.13% | -0.12% | +3.11% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.12% | -0.10% | -1.42% | |
| 23 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 1.08% | +0.08% | +6.43% | |
| 24 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.02% | -0.07% | +0.43% | |
| 25 | CSCO | Cisco Systems INC | 股票-科技 | 1.02% | — | -0.26% | |
| 26 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.99% | — | -1.59% | |
| 27 | AMAT | Applied Materials INC | 股票-科技 | 0.99% | +0.24% | -2.90% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.96% | -0.05% | -1.78% | |
| 29 | ORCL | Oracle CORP | 股票-科技 | 0.92% | -0.29% | -1.01% | |
| 30 | NSC | Norfolk Southern CORP | 股票-工业 | 0.91% | — | +0.22% | |
| 31 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.90% | — | +5.92% | |
| 32 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.89% | — | -0.32% | |
| 33 | ETN | Eaton Corporation plc | 股票-工业 | 0.87% | +0.11% | -0.10% | |
| 34 | GS | Goldman Sachs Group INC | 股票-金融 | 0.86% | — | -0.88% | |
| 35 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.83% | — | -0.36% | |
| 36 | EAGL | Eagle Capital Select Eqty | ETF-其他 | 0.83% | -0.04% | — | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.81% | — | -0.66% | |
| 38 | RTX | Rtx CORP | 股票-工业 | 0.81% | — | -1.47% | |
| 39 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.78% | -0.14% | -0.89% | |
| 40 | AMP | Ameriprise Financial INC | 股票-金融 | 0.75% | -0.06% | +0.59% | |
| 41 | MS | Morgan Stanley | 股票-金融 | 0.72% | — | +0.51% | |
| 42 | DUK | Duke Energy CORP | 股票-公用事业 | 0.66% | +0.09% | +2.10% | |
| 43 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.62% | — | +2.69% | |
| 44 | BKNG | Booking Holdings INC | 股票-周期性消费 | 0.62% | -0.16% | -1.05% | |
| 45 | GVI | Ishares Intermediate Governm | ETF-其他 | 0.60% | — | -0.23% | |
| 46 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.59% | — | +0.01% | |
| 47 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.58% | +0.08% | -3.15% | |
| 48 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.55% | +0.07% | -0.70% | |
| 49 | PNC | Pnc Financial Services Group | 股票-金融 | 0.55% | — | +0.50% | |
| 50 | IGV | Ishares Expanded Tech-softwa | ETF-科技型 | 0.54% | -0.15% | +3.00% |
Q3 2026表现
+3.1%
近4个季度表现
+22%
基于可获取价格的持仓（占申报价值的75%）计算
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 329 | US$20.1亿 | 12 | |
| 2025-12-31 | 332 | US$20.3亿 | 12 | |
| 2025-09-30 | 334 | US$19.4亿 | 29 | |
| 2025-06-30 | 314 | US$17.8亿 | 0 | |
| 2025-03-31 | 264 | US$15.2亿 | 100 | |
| 2024-12-31 | 263 | US$15.6亿 | 0 | |
| 2024-09-30 | 265 | US$15.7亿 | 0 | |
| 2024-06-30 | 258 | US$15.0亿 | 0 | |
| 2024-03-31 | 260 | US$14.8亿 | 0 | |
| 2023-12-31 | 257 | US$12.9亿 | 0 | |
| 2023-09-30 | 260 | US$12.9亿 | 0 | |
| 2023-06-30 | 268 | US$13.3亿 | 0 | |
| 2023-03-31 | 263 | US$12.3亿 | 0 | |
| 2022-12-31 | 260 | US$11.5亿 | 0 | |
| 2022-09-30 | 250 | US$10.4亿 | 0 | |
| 2022-06-30 | 256 | US$11.4亿 | 0 | |
| 2022-03-31 | 264 | US$13.5亿 | 0 | |
| 2021-12-31 | 253 | US$13.7亿 | 0 | |
| 2021-09-30 | 268 | US$12.8亿 | 0 | |
| 2021-06-30 | 222 | US$11.1亿 | 100 | |
| 2021-03-31 | 219 | US$10.3亿 | 13 | |
| 2020-12-31 | 209 | US$9.2亿 | 16 | |
| 2020-09-30 | 206 | US$8.0亿 | 13 | |
| 2020-06-30 | 204 | US$7.4亿 | 24 | |
| 2020-03-31 | 195 | US$6.1亿 | 37 | |
| 2019-12-31 | 215 | US$8.1亿 | 12 | |
| 2019-09-30 | 215 | US$7.5亿 | 8 | |
| 2019-06-30 | 210 | US$7.3亿 | 13 | |
| 2019-03-31 | 205 | US$7.2亿 | 21 | |
| 2018-12-31 | 188 | US$6.1亿 | 25 | |
| 2018-09-30 | 205 | US$7.2亿 | 12 | |
| 2018-06-30 | 199 | US$6.8亿 | 11 | |
| 2018-03-31 | 199 | US$6.8亿 | 11 | |
| 2017-12-31 | 197 | US$7.0亿 | 11 | |
| 2017-09-30 | 199 | US$6.5亿 | 12 | |
| 2017-06-30 | 196 | US$6.4亿 | 9 | |
| 2017-03-31 | 194 | US$6.3亿 | 11 | |
| 2016-12-31 | 191 | US$6.0亿 | 14 | |
| 2016-09-30 | 184 | US$5.8亿 | 11 | |
| 2016-06-30 | 179 | US$5.7亿 | 13 | |
| 2016-03-31 | 182 | US$5.8亿 | 14 | |
| 2015-12-31 | 185 | US$5.9亿 | 21 | |
| 2015-09-30 | 189 | US$5.7亿 | 17 | |
| 2015-06-30 | 192 | US$6.2亿 | 11 | |
| 2015-03-31 | 194 | US$6.3亿 | 11 | |
| 2014-12-31 | 192 | US$6.3亿 | 14 | |
| 2014-09-30 | 195 | US$6.3亿 | 11 | |
| 2014-06-30 | 186 | US$6.3亿 | 10 | |
| 2014-03-31 | 185 | US$6.0亿 | 14 | |
| 2013-12-31 | 178 | US$6.0亿 | 15 | |
| 2013-09-30 | 175 | US$5.5亿 | 9 | |
| 2013-06-30 | 171 | US$5.4亿 | — |
Lowe Brockenbrough & Co INC 在 2026-03-31 最显著的持仓异动： 加仓: Schwab US Large-cap Growth (SCHG) — 股数 +227.60%; 减仓: Ishares Core S&p 500 ETF (IVV) — 股数 -10.98%; 加仓: Microsoft CORP (MSFT) — 股数 +7.33%; 减仓: Exxon Mobil CORP (XOM) — 股数 -4.50%; 加仓: Chevron CORP (CVX) — 股数 +0.09%.
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | +1.5% | +227.60% | 加仓 |
| 2 | XOM | Exxon Mobil CORP | +0.4% | -4.50% | 减仓 |
| 3 | CVX | Chevron CORP | +0.4% | +0.09% | 加仓 |
| 4 | AMAT | Applied Materials INC | +0.2% | -2.90% | 减仓 |
| 5 | IXUS | Ishares Core Intl Stock ETF | +0.2% | +4.21% | 加仓 |
| 6 | VEA | Vanguard Ftse Developed ETF | +0.2% | +4.58% | 加仓 |
| 7 | AGG | Ishares Core U.s. Aggregate | +0.2% | +8.66% | 加仓 |
| 8 | IJH | Ishares Core S&p Midcap ETF | +0.2% | +5.78% | 加仓 |
| 9 | VGSH | Vanguard Short-term Treasury | +0.1% | +11.20% | 加仓 |
| 10 | IJR | Ishares Core S&p Small-cap E | +0.1% | +3.20% | 加仓 |
| 11 | ETN | Eaton Corporation plc | +0.1% | -0.10% | 减仓 |
| 12 | IEMG | Ishares Core Msci Emerging | +0.1% | +2.47% | 加仓 |
| 13 | TTE | Totalenergies Se | +0.1% | +0.75% | 加仓 |
| 14 | LMT | Lockheed Martin CORP | +0.1% | -1.06% | 减仓 |
| 15 | DUK | Duke Energy CORP | +0.1% | +2.10% | 加仓 |
| 16 | CAT | Caterpillar INC | +0.1% | +3.47% | 加仓 |
| 17 | SLB | Slb LTD | +0.1% | -0.52% | 减仓 |
| 18 | JNJ | Johnson & Johnson | +0.1% | -3.15% | 减仓 |
| 19 | VUSB | Vanguard Ultra Short Bond Et | +0.1% | +6.43% | 加仓 |
| 20 | PFE | Pfizer INC | +0.1% | +13.89% | 加仓 |
| 21 | XLE | Ss Energy Select Sector | +0.1% | -1.05% | 减仓 |
| 22 | MRK | Merck & Co. INC. | +0.1% | -0.70% | 减仓 |
| 23 | EAGL | Eagle Capital Select Eqty | 0% | — | 不变 |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -1.78% | 减仓 |
| 25 | MKL | Markel Group INC | -0.1% | -4.84% | 减仓 |
| 26 | QCOM | Qualcomm INC | -0.1% | -3.07% | 减仓 |
| 27 | AMP | Ameriprise Financial INC | -0.1% | +0.59% | 加仓 |
| 28 | UNH | Unitedhealth Group INC | -0.1% | -1.33% | 减仓 |
| 29 | SCHX | Schwab US Large-cap ETF | -0.1% | -1.97% | 减仓 |
| 30 | VGT | Vanguard Info Tech ETF | -0.1% | +0.43% | 加仓 |
| 31 | LLY | Eli Lilly & Co | -0.1% | -1.66% | 减仓 |
| 32 | NVDA | Nvidia CORP | -0.1% | +1.38% | 加仓 |
| 33 | ELV | Elevance Health INC | -0.1% | -0.55% | 减仓 |
| 34 | ACWI | Ishares Msci Acwi ETF | -0.1% | -1.20% | 减仓 |
| 35 | GOOGL | Alphabet Inc-cl A | -0.1% | -1.42% | 减仓 |
| 36 | WMT | Walmart INC | -0.1% | -27.12% | 减仓 |
| 37 | AMZN | Amazon.com INC | -0.1% | +1.16% | 加仓 |
| 38 | META | Meta Platforms Inc-class A | -0.1% | +3.11% | 加仓 |
| 39 | SAP | Sap Se-sponsored Adr | -0.1% | -9.03% | 减仓 |
| 40 | TMO | Thermo Fisher Scientific INC | -0.1% | -0.89% | 减仓 |
| 41 | GOOG | Alphabet Inc-cl C | -0.2% | +1.41% | 加仓 |
| 42 | IGV | Ishares Expanded Tech-softwa | -0.2% | +3.00% | 加仓 |
| 43 | JPM | Jpmorgan Chase & Co | -0.2% | +0.10% | 加仓 |
| 44 | BKNG | Booking Holdings INC | -0.2% | -1.05% | 减仓 |
| 45 | AVGO | Broadcom INC | -0.2% | -2.10% | 减仓 |
| 46 | AAPL | Apple INC | -0.2% | +1.05% | 加仓 |
| 47 | V | Visa Inc-class A Shares | -0.3% | -30.02% | 减仓 |
| 48 | ORCL | Oracle CORP | -0.3% | -1.01% | 减仓 |
| 49 | MSFT | Microsoft CORP | -0.6% | +7.33% | 加仓 |
| 50 | IVV | Ishares Core S&p 500 ETF | -1.4% | -10.98% | 减仓 |
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