Lowe Wealth Advisors, LLC
- SEC CIK
- 0001574010
- 最新申報
- 2025/10/16
2021 年第 3 季持倉
持倉截至 2021/9/30，2021/10/5 申報。只含多頭部位，變化是跟 2021 年第 2 季比股數。
- 持股檔數
- 299
- 較 2021 年第 2 季 +7
- 總值
- $2.11 億
- 較 2021 年第 2 季 +$202.1 萬 (+1.0%)
| 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 | 147,355 | $6,324 萬 | 30.0% | +518+0.4% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 71,271 | $2,551 萬 | 12.1% | −244−0.3% | 減碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 291,292 | $2,141 萬 | 10.2% | −2,470−0.8% | 減碼 | – |
| IAUiShares Gold Trust | ETF | 434,764 | $1,453 萬 | 6.9% | +4,678+1.1% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 153,740 | $1,267 萬 | 6.0% | +2,956+2.0% | 加碼 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 98,405 | $1,003 萬 | 4.8% | +921+0.9% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 190,990 | $968.7 萬 | 4.6% | +3,658+2.0% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 108,074 | $802.4 萬 | 3.8% | −497−0.5% | 減碼 | – |
| iShares Tr464287846 | DOW JONES US ETF | 42,834 | $462.1 萬 | 2.2% | −2,574−5.7% | 減碼 | – |
| iShares Tr46429B291 | A RATE CP BD ETF | 71,441 | $402.4 萬 | 1.9% | −4,433−5.8% | 減碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 64,342 | $335.2 萬 | 1.6% | +4,529+7.6% | 加碼 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 27,662 | $270.6 萬 | 1.3% | −539−1.9% | 減碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 4,029 | $193.8 萬 | 0.9% | −155−3.7% | 減碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 28,758 | $177.6 萬 | 0.8% | −4,885−14.5% | 減碼 | – |
| Kraneshares Tr500767736 | QUADRTC INT RT | 54,215 | $151.1 萬 | 0.7% | +24,555+82.8% | 加碼 | – |
| Listed FDS Tr53656F623 | HORI KI INFL ETF | 48,050 | $140.3 萬 | 0.7% | +48,050 | 新進 | – |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 42,330 | $139.9 萬 | 0.7% | −1,950−4.4% | 減碼 | – |
| VZVerizon Communications Inc | Stock | 25,862 | $139.7 萬 | 0.7% | +251+1.0% | 加碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 12,728 | $129.5 萬 | 0.6% | +2,258+21.6% | 加碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 5,056 | $128.9 萬 | 0.6% | −200−3.8% | 減碼 | – |
| MKCMcCormick & Co Inc | Stock | 14,218 | $115.2 萬 | 0.5% | +10.0% | 加碼 | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 4,365 | $111.9 萬 | 0.5% | −150−3.3% | 減碼 | – |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 29,555 | $110.5 萬 | 0.5% | 00.0% | 不變 | – |
| MSFTMicrosoft Corp | Stock | 2,820 | $79.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 4,962 | $70.2 萬 | 0.3% | −576−10.4% | 減碼 | 歷史 |
| SPDR Index Shs FDS78463X541 | ST STR NAT ETF | 11,580 | $59.5 萬 | 0.3% | +1,660+16.7% | 加碼 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 8,818 | $56.3 萬 | 0.3% | −50−0.6% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 8,285 | $49.4 萬 | 0.2% | +8,285 | 新進 | – |
| Global X FDS37954Y715 | RBTCS ARTFL INTE | 12,930 | $47.3 萬 | 0.2% | +12,930 | 新進 | – |
| PRUPrudential Financial Inc | Stock | 4,386 | $46.1 萬 | 0.2% | +150+3.5% | 加碼 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 5,346 | $44.5 萬 | 0.2% | +180+3.5% | 加碼 | – |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 3,015 | $36.0 萬 | 0.2% | +365+13.8% | 加碼 | – |
| MKC.VMcCormick & Co Inc | COM VTG | 4,322 | $35.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AEEAmeren Corp | COM | 4,138 | $33.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 5,514 | $32.4 萬 | 0.2% | −70−1.3% | 減碼 | 歷史 |
| SPDR Series Trust78464A292 | ST STR PFD ETF | 7,223 | $31.4 萬 | 0.1% | +3,478+92.9% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,343 | $29.8 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Core High Dividend ETF46429B663 | ETF | 3,103 | $29.2 萬 | 0.1% | −214−6.5% | 減碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 1,215 | $24.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TAT&T Inc. | Stock | 9,002 | $24.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| UTGReaves Utility Income Fund | COM SH BEN INT | 7,400 | $24.2 萬 | 0.1% | +7,400 | 新進 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 3,600 | $22.3 萬 | 0.1% | +1,000+38.5% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 2,939 | $22.1 萬 | 0.1% | +425+16.9% | 加碼 | 歷史 |
| PPLPPL Corp | COM | 7,869 | $21.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BMIBadger Meter Inc | COM | 2,082 | $21.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 2,125 | $20.9 萬 | 0.1% | +500+30.8% | 加碼 | – |
| LMTLockheed Martin Corp | Stock | 554 | $19.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NEMNEWMONT Corp | Stock | 3,220 | $17.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 860 | $16.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 51 | $16.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46434V696 | CORE MSCI PAC | 2,475 | $16.6 萬 | 0.1% | −450−15.4% | 減碼 | – |
| VVisa Inc. | Stock | 697 | $15.5 萬 | 0.1% | +75+12.1% | 加碼 | 歷史 |
| HSYHershey Co | COM | 895 | $15.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WisdomTree Tr97717W406 | US AI ENHANCED | 1,492 | $14.0 萬 | 0.1% | −58−3.7% | 減碼 | – |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 2,410 | $13.4 萬 | 0.1% | 00.0% | 不變 | – |
| iShares S&P 100 ETF464287101 | ETF | 656 | $13.0 萬 | 0.1% | −21−3.1% | 減碼 | – |
| iShares Tr464288448 | INTL SEL DIV ETF | 4,170 | $12.7 萬 | 0.1% | −650−13.5% | 減碼 | – |
| SLViShares Silver Trust | ETF | 6,053 | $12.4 萬 | 0.1% | −200−3.2% | 減碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,648 | $12.2 萬 | 0.1% | −60−3.5% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 312 | $10.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BYNDBeyond Meat, Inc. | COM | 1,000 | $10.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 616 | $10.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 1,963 | $10.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 260 | $10.2 萬 | <0.1% | +45+20.9% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 606 | $9.80 萬 | <0.1% | −15−2.4% | 減碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 2,909 | $9.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FMCFMC Corp | COM NEW | 1,035 | $9.50 萬 | <0.1% | +300+40.8% | 加碼 | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 1,200 | $9.40 萬 | <0.1% | 00.0% | 不變 | – |
| HDHome Depot, Inc. | Stock | 285 | $9.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ProShares Tr74347B425 | SHORT S&P 500 NE | 6,102 | $9.30 萬 | <0.1% | −745−10.9% | 減碼 | – |
| BRBroadridge Financial Solutions, Inc. | Stock | 491 | $8.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 688 | $7.90 萬 | <0.1% | 00.0% | 不變 | – |
| COSTCostco Wholesale Corp | Stock | 169 | $7.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 738 | $7.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 248 | $7.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SLFSun Life Financial Inc | COM | 1,301 | $6.70 萬 | <0.1% | +2+0.2% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 568 | $6.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 991 | $6.30 萬 | <0.1% | 00.0% | 不變 | – |
| GRMNGarmin Ltd | SHS | 400 | $6.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 308 | $6.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Paramount Global92556H206 | CL B | 1,524 | $6.00 萬 | <0.1% | 00.0% | 不變 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 400 | $5.90 萬 | <0.1% | 00.0% | 不變 | – |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 605 | $5.90 萬 | <0.1% | +90+17.5% | 加碼 | – |
| Invesco Exchange Traded FD T46137V266 | S&P500 PUR GWT | 299 | $5.80 萬 | <0.1% | 00.0% | 不變 | – |
| GISGeneral Mills Inc | Stock | 960 | $5.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BPBP PLC | ADR | 2,093 | $5.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 525 | $5.70 萬 | <0.1% | −100−16.0% | 減碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 412 | $5.60 萬 | <0.1% | 00.0% | 不變 | – |
| DNPDNP Select Income Fund Inc | COM | 5,294 | $5.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PLDPrologis, Inc. | REIT | 423 | $5.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SYKStryker Corp | Stock | 200 | $5.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46434V407 | 0-5YR HI YL CP | 1,150 | $5.30 萬 | <0.1% | −250−17.9% | 減碼 | – |
| APDAir Products & Chemicals, Inc. | Stock | 200 | $5.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 1,002 | $5.00 萬 | <0.1% | 00.0% | 不變 | – |
| WMTWalmart Inc. | Stock | 334 | $4.70 萬 | <0.1% | +1+0.3% | 加碼 | 歷史 |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 568 | $4.50 萬 | <0.1% | −800−58.5% | 減碼 | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 1,500 | $4.40 萬 | <0.1% | −11,370−88.3% | 減碼 | – |
| AMPAmeriprise Financial Inc | COM | 167 | $4.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 1,125 | $4.40 萬 | <0.1% | 00.0% | 不變 | – |
| ALGNAlign Technology Inc | COM | 65 | $4.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2021 年第 2 季之後清倉（9 檔）
2021 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 2 季股數 | 2021 年第 2 季市值 | 2021 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| FDXFedEx Corp | Stock | 100 | $3.00 萬 | <0.1% | 歷史 |
| SOHOSotherly Hotels Inc. | COM | 5,291 | $1.60 萬 | <0.1% | 歷史 |
| MMPMagellan Midstream Partners, L.P. | COM UNIT RP LP | 300 | $1.50 萬 | <0.1% | 歷史 |
| ZNGAZynga Inc | CL A | 1,333 | $1.40 萬 | <0.1% | 歷史 |
| WisdomTree Tr97717W778 | INTL MIDCAP DV | 132 | $9,000 | <0.1% | – |
| CMECME Group Inc. | COM | 12 | $3,000 | <0.1% | 歷史 |
| Churchill Capital Corp IV171439102 | CL A | 100 | $3,000 | <0.1% | – |
| SRESempra | Stock | 11 | $1,000 | <0.1% | 歷史 |
| LACLithium Americas Corp. | COM NEW | 100 | $1,000 | <0.1% | 歷史 |