Lowe Wealth Advisors, LLC
- SEC CIK
- 0001574010
- 最新申報
- 2025/10/16
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/1/18 申報。只含多頭部位，變化是跟 2021 年第 3 季比股數。
- 持股檔數
- 315
- 較 2021 年第 3 季 +16
- 總值
- $2.27 億
- 較 2021 年第 3 季 +$1,637 萬 (+7.8%)
| 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 | 148,810 | $7,068 萬 | 31.1% | +1,455+1.0% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 71,640 | $2,850 萬 | 12.5% | +369+0.5% | 加碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 290,115 | $2,347 萬 | 10.3% | −1,177−0.4% | 減碼 | – |
| IAUiShares Gold Trust | ETF | 441,161 | $1,536 萬 | 6.8% | +6,397+1.5% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 156,999 | $1,276 萬 | 5.6% | +3,259+2.1% | 加碼 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 97,564 | $990.9 萬 | 4.4% | −841−0.9% | 減碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 187,333 | $945.7 萬 | 4.2% | −3,657−1.9% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 108,506 | $809.9 萬 | 3.6% | +432+0.4% | 加碼 | – |
| iShares Tr464287846 | DOW JONES US ETF | 42,605 | $502.1 萬 | 2.2% | −229−0.5% | 減碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 67,767 | $376.1 萬 | 1.7% | +3,425+5.3% | 加碼 | – |
| iShares Tr46429B291 | A RATE CP BD ETF | 64,798 | $363.3 萬 | 1.6% | −6,643−9.3% | 減碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 4,126 | $213.6 萬 | 0.9% | +97+2.4% | 加碼 | 歷史 |
| Listed FDS Tr53656F623 | HORI KI INFL ETF | 67,755 | $211.5 萬 | 0.9% | +19,705+41.0% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 14,459 | $167.7 萬 | 0.7% | +1,731+13.6% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 26,643 | $159.5 萬 | 0.7% | −2,115−7.4% | 減碼 | – |
| Kraneshares Trust500767678 | GLOBAL CARB STRA | 30,600 | $155.8 萬 | 0.7% | +30,275+9,315.4% | 加碼 | – |
| Kraneshares Tr500767736 | QUADRTC INT RT | 57,515 | $154.4 萬 | 0.7% | +3,300+6.1% | 加碼 | – |
| VZVerizon Communications Inc | Stock | 27,693 | $143.9 萬 | 0.6% | +1,831+7.1% | 加碼 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 5,056 | $140.3 萬 | 0.6% | 00.0% | 不變 | – |
| MKCMcCormick & Co Inc | Stock | 14,220 | $137.4 萬 | 0.6% | +20.0% | 加碼 | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 4,370 | $134.9 萬 | 0.6% | +5+0.1% | 加碼 | – |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 40,440 | $133.3 萬 | 0.6% | −1,890−4.5% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 17,785 | $112.4 萬 | 0.5% | +9,500+114.7% | 加碼 | – |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 29,335 | $107.0 萬 | 0.5% | −220−0.7% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 2,820 | $94.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 5,257 | $93.3 萬 | 0.4% | +295+5.9% | 加碼 | 歷史 |
| SPDR Index Shs FDS78463X541 | ST STR NAT ETF | 13,280 | $71.7 萬 | 0.3% | +1,700+14.7% | 加碼 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 7,718 | $55.2 萬 | 0.2% | −1,100−12.5% | 減碼 | – |
| Global X FDS37954Y715 | RBTCS ARTFL INTE | 14,205 | $51.1 萬 | 0.2% | +1,275+9.9% | 加碼 | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 5,346 | $49.7 萬 | 0.2% | 00.0% | 不變 | – |
| PRUPrudential Financial Inc | Stock | 4,151 | $44.9 萬 | 0.2% | −235−5.4% | 減碼 | 歷史 |
| AEEAmeren Corp | COM | 4,138 | $36.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 3,140 | $36.6 萬 | 0.2% | +125+4.1% | 加碼 | – |
| MKC.VMcCormick & Co Inc | COM VTG | 3,822 | $36.5 萬 | 0.2% | −500−11.6% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 5,444 | $33.3 萬 | 0.1% | −70−1.3% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,343 | $32.4 萬 | 0.1% | 00.0% | 不變 | – |
| SPDR Series Trust78464A292 | ST STR PFD ETF | 7,223 | $31.0 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Core High Dividend ETF46429B663 | ETF | 3,013 | $30.4 萬 | 0.1% | −90−2.9% | 減碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 1,215 | $30.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| UTGReaves Utility Income Fund | COM SH BEN INT | 7,400 | $26.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 3,169 | $24.3 萬 | 0.1% | +230+7.8% | 加碼 | 歷史 |
| PPLPPL Corp | COM | 7,869 | $23.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 3,660 | $23.4 萬 | 0.1% | +60+1.7% | 加碼 | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 2,125 | $22.9 萬 | 0.1% | 00.0% | 不變 | – |
| BMIBadger Meter Inc | COM | 2,082 | $22.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NEMNEWMONT Corp | Stock | 3,220 | $20.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LMTLockheed Martin Corp | Stock | 554 | $19.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HSYHershey Co | COM | 929 | $18.0 萬 | 0.1% | +34+3.8% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 51 | $17.0 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 |
| iShares Russell 2000 ETF464287655 | ETF | 733 | $16.3 萬 | 0.1% | +540+279.8% | 加碼 | – |
| iShares Tr46434V696 | CORE MSCI PAC | 2,375 | $15.2 萬 | 0.1% | −100−4.0% | 減碼 | – |
| VVisa Inc. | Stock | 697 | $15.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WisdomTree Tr97717W406 | US AI ENHANCED | 1,492 | $15.1 萬 | 0.1% | 00.0% | 不變 | – |
| iShares S&P 100 ETF464287101 | ETF | 656 | $14.4 萬 | 0.1% | 00.0% | 不變 | – |
| FFord Motor Co | Stock | 6,945 | $14.4 萬 | 0.1% | +4,945+247.3% | 加碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,648 | $13.8 萬 | 0.1% | 00.0% | 不變 | – |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 2,410 | $13.4 萬 | 0.1% | 00.0% | 不變 | – |
| UNHUnitedHealth Group Inc | Stock | 261 | $13.1 萬 | 0.1% | +1+0.4% | 加碼 | 歷史 |
| SLViShares Silver Trust | ETF | 6,053 | $13.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 1,200 | $12.7 萬 | 0.1% | −26,462−95.7% | 減碼 | – |
| iShares Tr464288448 | INTL SEL DIV ETF | 3,920 | $12.2 萬 | 0.1% | −250−6.0% | 減碼 | – |
| FCXFreeport-McMoran Inc | Stock | 2,909 | $12.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 285 | $11.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 1,963 | $11.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 103 | $10.9 萬 | <0.1% | +58+128.9% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 312 | $10.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 607 | $10.4 萬 | <0.1% | +1+0.2% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 4,237 | $10.4 萬 | <0.1% | −4,765−52.9% | 減碼 | 歷史 |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 1,030 | $9.90 萬 | <0.1% | +425+70.2% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 169 | $9.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 616 | $9.50 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 | – |
| BRBroadridge Financial Solutions, Inc. | Stock | 491 | $9.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 248 | $8.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 738 | $8.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 688 | $8.40 萬 | <0.1% | 00.0% | 不變 | – |
| ProShares Tr74347B425 | SHORT S&P 500 NE | 5,602 | $7.60 萬 | <0.1% | −500−8.2% | 減碼 | – |
| SLFSun Life Financial Inc | COM | 1,302 | $7.30 萬 | <0.1% | +1+0.1% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 991 | $7.20 萬 | <0.1% | 00.0% | 不變 | – |
| PLDPrologis, Inc. | REIT | 423 | $7.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 525 | $7.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KTKT Corp | SPONSORED ADR | 5,300 | $6.70 萬 | <0.1% | +5,300 | 新進 | 歷史 |
| SBUXStarbucks Corp | Stock | 568 | $6.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 400 | $6.60 萬 | <0.1% | 00.0% | 不變 | – |
| GISGeneral Mills Inc | Stock | 960 | $6.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BYNDBeyond Meat, Inc. | COM | 1,000 | $6.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V266 | S&P500 PUR GWT | 299 | $6.30 萬 | <0.1% | 00.0% | 不變 | – |
| PNCPNC Financial Services Group, Inc. | Stock | 308 | $6.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 200 | $6.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 412 | $6.10 萬 | <0.1% | 00.0% | 不變 | – |
| DNPDNP Select Income Fund Inc | COM | 5,294 | $5.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GRMNGarmin Ltd | SHS | 400 | $5.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SYKStryker Corp | Stock | 200 | $5.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CEFSprott Physical Gold & Silver Trust | PHYSICAL GOLD AN | 3,000 | $5.30 萬 | <0.1% | +1,000+50.0% | 加碼 | 歷史 |
| iShares Tr46434V407 | 0-5YR HI YL CP | 1,150 | $5.20 萬 | <0.1% | 00.0% | 不變 | – |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 568 | $5.10 萬 | <0.1% | 00.0% | 不變 | – |
| AMPAmeriprise Financial Inc | COM | 167 | $5.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 1,002 | $4.90 萬 | <0.1% | 00.0% | 不變 | – |
| BPBP PLC | ADR | 1,818 | $4.80 萬 | <0.1% | −275−13.1% | 減碼 | 歷史 |
2021 年第 3 季之後清倉（8 檔）
2021 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 3 季股數 | 2021 年第 3 季市值 | 2021 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| VanEck ETF Trust92189H607 | OIL SERVICES ETF | 100 | $2.00 萬 | <0.1% | – |
| BABAAlibaba Group Holding Ltd | ADR | 50 | $7,000 | <0.1% | 歷史 |
| Guggenheim Enhanced Equity I40167B100 | COM | 500 | $5,000 | <0.1% | – |
| WOLFWolfspeed, Inc. | COM | 32 | $3,000 | <0.1% | 歷史 |
| GNOGGolden Nugget Online Gaming, Inc. | COM CL A | 100 | $2,000 | <0.1% | 歷史 |
| SLBSLB Limited | Stock | 15 | $0 | 0.0% | 歷史 |
| NOKNokia Corp | SPONSORED ADR | 1 | $0 | 0.0% | 歷史 |
| DSDrive Shack Inc. | COM | 100 | $0 | 0.0% | 歷史 |