Lowe Wealth Advisors, LLC
- SEC CIK
- 0001574010
- 最新申報
- 2025/10/16
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/7/1 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 292
- 較 2021 年第 1 季 +2
- 總值
- $2.09 億
- 較 2021 年第 1 季 +$999.0 萬 (+5.0%)
| 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 | 146,837 | $6,286 萬 | 30.1% | −386−0.3% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 71,515 | $2,535 萬 | 12.1% | −423−0.6% | 減碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 293,762 | $2,162 萬 | 10.4% | −6,870−2.3% | 減碼 | – |
| IAUiShares Gold Trust | ETF | 430,086 | $1,450 萬 | 6.9% | −5,612−1.3% | 減碼依 1 比 2 拆股換算 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 150,784 | $1,247 萬 | 6.0% | +3,997+2.7% | 加碼 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 97,484 | $994.0 萬 | 4.8% | −768−0.8% | 減碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 187,332 | $950.5 萬 | 4.6% | +5,952+3.3% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 108,571 | $812.8 萬 | 3.9% | −1,641−1.5% | 減碼 | – |
| iShares Tr464287846 | DOW JONES US ETF | 45,408 | $490.3 萬 | 2.3% | +206+0.5% | 加碼 | – |
| iShares Tr46429B291 | A RATE CP BD ETF | 75,874 | $431.3 萬 | 2.1% | −12,461−14.1% | 減碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 59,813 | $322.2 萬 | 1.5% | +12,864+27.4% | 加碼 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 28,201 | $288.8 萬 | 1.4% | +175+0.6% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 33,643 | $225.4 萬 | 1.1% | −1,135−3.3% | 減碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 4,184 | $205.5 萬 | 1.0% | −34−0.8% | 減碼 | 歷史 |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 44,280 | $145.7 萬 | 0.7% | −5,820−11.6% | 減碼 | – |
| VZVerizon Communications Inc | Stock | 25,611 | $143.5 萬 | 0.7% | +4,451+21.0% | 加碼 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 5,256 | $134.5 萬 | 0.6% | −100−1.9% | 減碼 | – |
| MKCMcCormick & Co Inc | Stock | 14,217 | $125.6 萬 | 0.6% | +10.0% | 加碼 | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 4,515 | $118.4 萬 | 0.6% | −120−2.6% | 減碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 10,470 | $106.6 萬 | 0.5% | +4,790+84.3% | 加碼 | – |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 29,555 | $100.1 萬 | 0.5% | −775−2.6% | 減碼 | – |
| Kraneshares Tr500767736 | QUADRTC INT RT | 29,660 | $81.9 萬 | 0.4% | +22,375+307.1% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 2,820 | $76.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 5,538 | $75.8 萬 | 0.4% | −595−9.7% | 減碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 8,868 | $56.1 萬 | 0.3% | +5,145+138.2% | 加碼 | – |
| SPDR Index Shs FDS78463X541 | ST STR NAT ETF | 9,920 | $52.6 萬 | 0.3% | +9,920 | 新進 | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 12,870 | $43.7 萬 | 0.2% | −92,058−87.7% | 減碼 | – |
| PRUPrudential Financial Inc | Stock | 4,236 | $43.4 萬 | 0.2% | +1,935+84.1% | 加碼 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 5,166 | $42.8 萬 | 0.2% | +400+8.4% | 加碼 | – |
| MKC.VMcCormick & Co Inc | COM VTG | 4,322 | $38.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 5,584 | $35.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PWRQuanta Services, Inc. | COM | 3,890 | $35.2 萬 | 0.2% | +35+0.9% | 加碼 | 歷史 |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 2,650 | $35.1 萬 | 0.2% | +1,760+197.8% | 加碼 | – |
| AEEAmeren Corp | COM | 4,138 | $33.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Core High Dividend ETF46429B663 | ETF | 3,317 | $32.0 萬 | 0.2% | −685−17.1% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,343 | $29.9 萬 | 0.1% | 00.0% | 不變 | – |
| TAT&T Inc. | Stock | 9,002 | $25.9 萬 | 0.1% | +2,374+35.8% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,215 | $24.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PPLPPL Corp | COM | 7,869 | $22.0 萬 | 0.1% | −200−2.5% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 554 | $21.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NEMNEWMONT Corp | Stock | 3,220 | $20.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BMIBadger Meter Inc | COM | 2,082 | $20.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 2,514 | $19.6 萬 | 0.1% | +2,025+414.1% | 加碼 | 歷史 |
| iShares Tr46434V696 | CORE MSCI PAC | 2,925 | $19.4 萬 | 0.1% | +1,050+56.0% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 51 | $17.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 860 | $17.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A292 | ST STR PFD ETF | 3,745 | $16.6 萬 | 0.1% | +1,250+50.1% | 加碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 1,625 | $16.0 萬 | 0.1% | +275+20.4% | 加碼 | – |
| MPCMarathon Petroleum Corp | Stock | 2,600 | $15.7 萬 | 0.1% | +2,500+2,500.0% | 加碼 | 歷史 |
| BYNDBeyond Meat, Inc. | COM | 1,000 | $15.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HSYHershey Co | COM | 895 | $15.6 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 4,820 | $15.6 萬 | 0.1% | −3,750−43.8% | 減碼 | – |
| SLViShares Silver Trust | ETF | 6,253 | $15.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WisdomTree Tr97717W406 | US AI ENHANCED | 1,550 | $15.1 萬 | 0.1% | 00.0% | 不變 | – |
| VVisa Inc. | Stock | 622 | $14.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 2,410 | $13.9 萬 | 0.1% | 00.0% | 不變 | – |
| iShares S&P 100 ETF464287101 | ETF | 677 | $13.3 萬 | 0.1% | 00.0% | 不變 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,708 | $12.4 萬 | 0.1% | 00.0% | 不變 | – |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 1,368 | $11.3 萬 | 0.1% | +350+34.4% | 加碼 | – |
| FCXFreeport-McMoran Inc | Stock | 2,909 | $10.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 312 | $10.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 616 | $10.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 1,963 | $10.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ProShares Tr74347B425 | SHORT S&P 500 NE | 6,847 | $10.5 萬 | 0.1% | −5,705−45.5% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 621 | $10.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 1,200 | $9.50 萬 | <0.1% | 00.0% | 不變 | – |
| HDHome Depot, Inc. | Stock | 285 | $9.10 萬 | <0.1% | −39−12.0% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 215 | $8.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 688 | $8.00 萬 | <0.1% | 00.0% | 不變 | – |
| FMCFMC Corp | COM NEW | 735 | $8.00 萬 | <0.1% | +735 | 新進 | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 491 | $7.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 738 | $7.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 248 | $7.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 625 | $7.00 萬 | <0.1% | +250+66.7% | 加碼 | 歷史 |
| Paramount Global92556H206 | CL B | 1,524 | $6.90 萬 | <0.1% | 00.0% | 不變 | – |
| COSTCostco Wholesale Corp | Stock | 169 | $6.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SLFSun Life Financial Inc | COM | 1,299 | $6.70 萬 | <0.1% | +1+0.1% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 568 | $6.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46434V407 | 0-5YR HI YL CP | 1,400 | $6.40 萬 | <0.1% | 00.0% | 不變 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 991 | $6.20 萬 | <0.1% | 00.0% | 不變 | – |
| PNCPNC Financial Services Group, Inc. | Stock | 308 | $5.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GISGeneral Mills Inc | Stock | 960 | $5.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 400 | $5.80 萬 | <0.1% | 00.0% | 不變 | – |
| APDAir Products & Chemicals, Inc. | Stock | 200 | $5.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GRMNGarmin Ltd | SHS | 400 | $5.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 412 | $5.70 萬 | <0.1% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 200 | $5.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BPBP PLC | ADR | 2,093 | $5.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 1,002 | $5.50 萬 | <0.1% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V266 | S&P500 PUR GWT | 299 | $5.50 萬 | <0.1% | 00.0% | 不變 | – |
| DNPDNP Select Income Fund Inc | COM | 5,294 | $5.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SYKStryker Corp | Stock | 200 | $5.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Inc46434G855 | MSCI GBL GOLD MN | 1,863 | $5.20 萬 | <0.1% | −100−5.1% | 減碼 | – |
| PLDPrologis, Inc. | REIT | 423 | $5.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 515 | $5.00 萬 | <0.1% | +465+930.0% | 加碼 | – |
| WMTWalmart Inc. | Stock | 333 | $4.70 萬 | <0.1% | +2+0.6% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 193 | $4.40 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464288687 | PFD AND INCM SEC | 1,125 | $4.40 萬 | <0.1% | 00.0% | 不變 | – |
| XELXcel Energy Inc | Stock | 658 | $4.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 511 | $4.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2021 年第 1 季之後清倉（7 檔）
2021 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 1 季股數 | 2021 年第 1 季市值 | 2021 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Nuveen Maryland QLT Mun Inc67061Q107 | COM | 1,310 | $1.90 萬 | <0.1% | – |
| SCCOSouthern Copper Corp | Stock | 150 | $1.00 萬 | <0.1% | 歷史 |
| WisdomTree Tr97717W760 | INTL SMCAP DIV | 70 | $5,000 | <0.1% | – |
| GW Pharmaceuticals PLC36197T103 | ADS | 25 | $5,000 | <0.1% | – |
| Siren Nexgen Economy ETF829658202 | ETF | 42 | $2,000 | <0.1% | – |
| NUSNu Skin Enterprises, Inc. | CL A | 6 | $0 | 0.0% | 歷史 |
| Frontier Communications Corp35906A306 | Common Stock | 17 | $0 | 0.0% | – |