Lowe Wealth Advisors, LLC
- SEC CIK
- 0001574010
- 最新申報
- 2025/10/16
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/6 申報。只含多頭部位。
- 持股檔數
- 290
- 2020 年第 4 季沒有 13F 資料
- 總值
- $1.99 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | 147,223 | $5,835 萬 | 29.3% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 71,938 | $2,296 萬 | 11.5% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 300,632 | $2,080 萬 | 10.5% | – | – | – |
| IAUiShares Gold Trust | ISHARES | 871,395 | $1,417 萬 | 7.1% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 146,787 | $1,211 萬 | 6.1% | – | – | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 98,252 | $1,001 萬 | 5.0% | – | – | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 181,380 | $920.6 萬 | 4.6% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 110,212 | $794.1 萬 | 4.0% | – | – | – |
| iShares Tr46429B291 | A RATE CP BD ETF | 88,335 | $489.6 萬 | 2.5% | – | – | – |
| iShares Tr464287846 | DOW JONES US ETF | 45,202 | $451.4 萬 | 2.3% | – | – | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 104,928 | $341.0 萬 | 1.7% | – | – | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 28,026 | $275.9 萬 | 1.4% | – | – | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 46,949 | $230.3 萬 | 1.2% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 34,778 | $223.8 萬 | 1.1% | – | – | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 4,218 | $200.8 萬 | 1.0% | – | – | 歷史 |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 50,100 | $160.0 萬 | 0.8% | – | – | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 5,356 | $127.1 萬 | 0.6% | – | – | – |
| MKCMcCormick & Co Inc | Stock | 14,216 | $126.7 萬 | 0.6% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 21,160 | $123.0 萬 | 0.6% | – | – | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 4,635 | $112.9 萬 | 0.6% | – | – | – |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 30,330 | $95.6 萬 | 0.5% | – | – | – |
| AAPLApple Inc. | Stock | 6,133 | $74.9 萬 | 0.4% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,820 | $66.5 萬 | 0.3% | – | – | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 5,680 | $52.2 萬 | 0.3% | – | – | – |
| iShares Global Clean Energy ETF464288224 | ETF | 20,935 | $50.9 萬 | 0.3% | – | – | – |
| MKC.VMcCormick & Co Inc | COM VTG | 4,322 | $38.5 萬 | 0.2% | – | – | 歷史 |
| iShares Core High Dividend ETF46429B663 | ETF | 4,002 | $38.0 萬 | 0.2% | – | – | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 4,766 | $36.4 萬 | 0.2% | – | – | – |
| PWRQuanta Services, Inc. | COM | 3,855 | $33.9 萬 | 0.2% | – | – | 歷史 |
| AEEAmeren Corp | COM | 4,138 | $33.7 萬 | 0.2% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 5,584 | $31.2 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,343 | $27.8 萬 | 0.1% | – | – | – |
| iShares Tr464288448 | INTL SEL DIV ETF | 8,570 | $27.0 萬 | 0.1% | – | – | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 3,723 | $23.8 萬 | 0.1% | – | – | – |
| PPLPPL Corp | COM | 8,069 | $23.3 萬 | 0.1% | – | – | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,215 | $22.9 萬 | 0.1% | – | – | 歷史 |
| PRUPrudential Financial Inc | Stock | 2,301 | $21.0 萬 | 0.1% | – | – | 歷史 |
| ProShares Tr74347B425 | SHORT S&P 500 NE | 12,552 | $21.0 萬 | 0.1% | – | – | – |
| Kraneshares Tr500767736 | QUADRTC INT RT | 7,285 | $20.8 萬 | 0.1% | – | – | – |
| LMTLockheed Martin Corp | Stock | 554 | $20.5 萬 | 0.1% | – | – | 歷史 |
| TAT&T Inc. | Stock | 6,628 | $20.1 萬 | 0.1% | – | – | 歷史 |
| NEMNEWMONT Corp | Stock | 3,220 | $19.4 萬 | 0.1% | – | – | 歷史 |
| BMIBadger Meter Inc | COM | 2,082 | $19.4 萬 | 0.1% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 51 | $15.8 萬 | 0.1% | – | – | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 860 | $14.8 萬 | 0.1% | – | – | 歷史 |
| WisdomTree Tr97717W406 | US AI ENHANCED | 1,550 | $14.6 萬 | 0.1% | – | – | – |
| SLViShares Silver Trust | ETF | 6,253 | $14.2 萬 | 0.1% | – | – | 歷史 |
| HSYHershey Co | COM | 894 | $14.1 萬 | 0.1% | – | – | 歷史 |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 2,410 | $13.3 萬 | 0.1% | – | – | – |
| VVisa Inc. | Stock | 622 | $13.2 萬 | 0.1% | – | – | 歷史 |
| BYNDBeyond Meat, Inc. | COM | 1,000 | $13.0 萬 | 0.1% | – | – | 歷史 |
| iShares Tr46434V696 | CORE MSCI PAC | 1,875 | $12.5 萬 | 0.1% | – | – | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 1,350 | $12.3 萬 | 0.1% | – | – | – |
| iShares S&P 100 ETF464287101 | ETF | 677 | $12.2 萬 | 0.1% | – | – | – |
| DISWalt Disney Co | Stock | 616 | $11.4 萬 | 0.1% | – | – | 歷史 |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 890 | $11.2 萬 | 0.1% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,708 | $11.1 萬 | 0.1% | – | – | – |
| SPDR Series Trust78464A292 | ST STR PFD ETF | 2,495 | $10.8 萬 | 0.1% | – | – | – |
| KOCoca Cola Co | Stock | 1,963 | $10.3 萬 | 0.1% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 621 | $10.2 萬 | 0.1% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 324 | $9.90 萬 | <0.1% | – | – | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 2,909 | $9.60 萬 | <0.1% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 312 | $9.20 萬 | <0.1% | – | – | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 1,200 | $9.10 萬 | <0.1% | – | – | – |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 1,018 | $8.00 萬 | <0.1% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 215 | $8.00 萬 | <0.1% | – | – | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 688 | $7.90 萬 | <0.1% | – | – | – |
| CVXChevron Corp | Stock | 738 | $7.70 萬 | <0.1% | – | – | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 491 | $7.50 萬 | <0.1% | – | – | 歷史 |
| Paramount Global92556H206 | CL B | 1,524 | $6.90 萬 | <0.1% | – | – | – |
| ROKRockwell Automation, Inc | Stock | 248 | $6.60 萬 | <0.1% | – | – | 歷史 |
| SLFSun Life Financial Inc | COM | 1,298 | $6.60 萬 | <0.1% | – | – | 歷史 |
| iShares Tr46434V407 | 0-5YR HI YL CP | 1,400 | $6.40 萬 | <0.1% | – | – | – |
| SBUXStarbucks Corp | Stock | 568 | $6.20 萬 | <0.1% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 169 | $6.00 萬 | <0.1% | – | – | 歷史 |
| GISGeneral Mills Inc | Stock | 960 | $5.90 萬 | <0.1% | – | – | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 200 | $5.60 萬 | <0.1% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 991 | $5.60 萬 | <0.1% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 412 | $5.40 萬 | <0.1% | – | – | – |
| PNCPNC Financial Services Group, Inc. | Stock | 308 | $5.40 萬 | <0.1% | – | – | 歷史 |
| iShares Inc46434G855 | MSCI GBL GOLD MN | 1,963 | $5.40 萬 | <0.1% | – | – | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 1,002 | $5.30 萬 | <0.1% | – | – | – |
| GRMNGarmin Ltd | SHS | 400 | $5.30 萬 | <0.1% | – | – | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 400 | $5.20 萬 | <0.1% | – | – | – |
| DNPDNP Select Income Fund Inc | COM | 5,294 | $5.20 萬 | <0.1% | – | – | 歷史 |
| BPBP PLC | ADR | 2,093 | $5.10 萬 | <0.1% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 200 | $5.10 萬 | <0.1% | – | – | 歷史 |
| SYKStryker Corp | Stock | 200 | $4.90 萬 | <0.1% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V266 | S&P500 PUR GWT | 299 | $4.90 萬 | <0.1% | – | – | – |
| PLDPrologis, Inc. | REIT | 423 | $4.50 萬 | <0.1% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 331 | $4.50 萬 | <0.1% | – | – | 歷史 |
| XELXcel Energy Inc | Stock | 658 | $4.40 萬 | <0.1% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 365 | $4.40 萬 | <0.1% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 193 | $4.30 萬 | <0.1% | – | – | – |
| AEPAmerican Electric Power Co Inc | Stock | 511 | $4.30 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 1,125 | $4.30 萬 | <0.1% | – | – | – |
| ABBVAbbVie Inc. | Stock | 375 | $4.10 萬 | <0.1% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 359 | $3.90 萬 | <0.1% | – | – | – |
| LOWLowes Companies Inc | Stock | 205 | $3.90 萬 | <0.1% | – | – | 歷史 |
| STSensata Technologies Holding plc | SHS | 665 | $3.90 萬 | <0.1% | – | – | 歷史 |