Lowe Wealth Advisors, LLC
- SEC CIK
- 0001574010
- 最新申報
- 2025/10/16
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/4/8 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 339
- 較 2021 年第 4 季 +24
- 總值
- $2.21 億
- 較 2021 年第 4 季 −$619.2 萬 (−2.7%)
| 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 | 148,579 | $6,710 萬 | 30.4% | −231−0.2% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 63,167 | $2,290 萬 | 10.4% | −8,473−11.8% | 減碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 277,110 | $2,150 萬 | 9.7% | −13,005−4.5% | 減碼 | – |
| IAUiShares Gold Trust | ETF | 448,544 | $1,652 萬 | 7.5% | +7,383+1.7% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 159,959 | $1,249 萬 | 5.7% | +2,960+1.9% | 加碼 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 99,162 | $993.2 萬 | 4.5% | +1,598+1.6% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 189,700 | $953.6 萬 | 4.3% | +2,367+1.3% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 102,205 | $710.4 萬 | 3.2% | −6,301−5.8% | 減碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 71,915 | $549.7 萬 | 2.5% | +4,148+6.1% | 加碼 | – |
| Listed FDS Tr53656F623 | HORI KI INFL ETF | 165,032 | $549.7 萬 | 2.5% | +97,277+143.6% | 加碼 | – |
| iShares Tr464287846 | DOW JONES US ETF | 41,894 | $466.5 萬 | 2.1% | −711−1.7% | 減碼 | – |
| iShares Tr46429B291 | A RATE CP BD ETF | 54,376 | $281.8 萬 | 1.3% | −10,422−16.1% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 34,520 | $212.0 萬 | 1.0% | +16,735+94.1% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 4,029 | $197.6 萬 | 0.9% | −97−2.4% | 減碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 16,291 | $176.5 萬 | 0.8% | +1,832+12.7% | 加碼 | – |
| VZVerizon Communications Inc | Stock | 29,751 | $151.6 萬 | 0.7% | +2,058+7.4% | 加碼 | 歷史 |
| Kraneshares Trust500767678 | GLOBAL CARB STRA | 31,660 | $147.7 萬 | 0.7% | +1,060+3.5% | 加碼 | – |
| MKCMcCormick & Co Inc | Stock | 14,221 | $141.9 萬 | 0.6% | +10.0% | 加碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 24,808 | $137.8 萬 | 0.6% | −1,835−6.9% | 減碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 4,996 | $131.1 萬 | 0.6% | −60−1.2% | 減碼 | – |
| Kraneshares Tr500767736 | QUADRTC INT RT | 51,112 | $130.9 萬 | 0.6% | −6,403−11.1% | 減碼 | – |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 8,525 | $114.7 萬 | 0.5% | +7,495+727.7% | 加碼 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 4,100 | $110.6 萬 | 0.5% | −270−6.2% | 減碼 | – |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 26,990 | $97.2 萬 | 0.4% | −2,345−8.0% | 減碼 | – |
| SPDR Index Shs FDS78463X541 | ST STR NAT ETF | 15,190 | $95.4 萬 | 0.4% | +1,910+14.4% | 加碼 | – |
| AAPLApple Inc. | Stock | 5,060 | $88.4 萬 | 0.4% | −197−3.7% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,821 | $87.0 萬 | 0.4% | +10.0% | 加碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 7,818 | $58.2 萬 | 0.3% | +100+1.3% | 加碼 | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 12,660 | $48.6 萬 | 0.2% | +11,160+744.0% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 5,444 | $45.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 5,146 | $44.6 萬 | 0.2% | −200−3.7% | 減碼 | – |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 3,500 | $43.6 萬 | 0.2% | +360+11.5% | 加碼 | – |
| PRUPrudential Financial Inc | Stock | 3,531 | $41.7 萬 | 0.2% | −620−14.9% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E727 | RAFI EMRGNG MRKT | 19,386 | $40.4 萬 | 0.2% | +19,386 | 新進 | – |
| AEEAmeren Corp | COM | 4,138 | $38.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MKC.VMcCormick & Co Inc | COM VTG | 3,822 | $38.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Global X FDS37954Y715 | RBTCS ARTFL INTE | 12,640 | $36.7 萬 | 0.2% | −1,565−11.0% | 減碼 | – |
| iShares Core High Dividend ETF46429B663 | ETF | 2,976 | $31.8 萬 | 0.1% | −37−1.2% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,343 | $30.6 萬 | 0.1% | 00.0% | 不變 | – |
| MPCMarathon Petroleum Corp | Stock | 3,496 | $29.9 萬 | 0.1% | −164−4.5% | 減碼 | 歷史 |
| SPDR Series Trust78464A292 | ST STR PFD ETF | 7,673 | $29.9 萬 | 0.1% | +450+6.2% | 加碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 1,215 | $27.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| UTGReaves Utility Income Fund | COM SH BEN INT | 7,550 | $26.1 萬 | 0.1% | +150+2.0% | 加碼 | 歷史 |
| NEMNEWMONT Corp | Stock | 3,145 | $25.0 萬 | 0.1% | −75−2.3% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 554 | $24.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WisdomTree Tr97717W851 | JAPN HEDGE EQT | 3,680 | $23.6 萬 | 0.1% | +3,680 | 新進 | – |
| PPLPPL Corp | COM | 7,869 | $22.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 2,125 | $21.5 萬 | 0.1% | 00.0% | 不變 | – |
| HSYHershey Co | COM | 929 | $20.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BMIBadger Meter Inc | COM | 1,832 | $18.3 萬 | 0.1% | −250−12.0% | 減碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 3,159 | $15.7 萬 | 0.1% | +250+8.6% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 1,867 | $15.3 萬 | 0.1% | −1,302−41.1% | 減碼 | 歷史 |
| WisdomTree Tr97717W406 | US AI ENHANCED | 1,492 | $14.8 萬 | 0.1% | 00.0% | 不變 | – |
| JNJJohnson & Johnson | Stock | 828 | $14.7 萬 | 0.1% | +221+36.4% | 加碼 | 歷史 |
| iShares Tr46434V696 | CORE MSCI PAC | 2,375 | $14.5 萬 | 0.1% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 43 | $14.0 萬 | 0.1% | −8−15.7% | 減碼 | 歷史 |
| SLViShares Silver Trust | ETF | 6,053 | $13.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 656 | $13.7 萬 | 0.1% | 00.0% | 不變 | – |
| UNHUnitedHealth Group Inc | Stock | 261 | $13.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 860 | $13.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,648 | $12.6 萬 | 0.1% | 00.0% | 不變 | – |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 2,410 | $12.6 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464288448 | INTL SEL DIV ETF | 3,860 | $12.3 萬 | 0.1% | −60−1.5% | 減碼 | – |
| KOCoca Cola Co | Stock | 1,938 | $12.0 萬 | 0.1% | −25−1.3% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 542 | $12.0 萬 | 0.1% | −155−22.2% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 738 | $12.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 2,188 | $11.8 萬 | 0.1% | +2,188 | 新進 | – |
| TSLATesla, Inc. | Stock | 103 | $11.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 1,000 | $10.3 萬 | <0.1% | −200−16.7% | 減碼 | – |
| KTKT Corp | SPONSORED ADR | 7,200 | $10.3 萬 | <0.1% | +1,900+35.8% | 加碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 715 | $9.80 萬 | <0.1% | +528+282.4% | 加碼 | – |
| FFord Motor Co | Stock | 5,245 | $8.90 萬 | <0.1% | −1,700−24.5% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 293 | $8.80 萬 | <0.1% | +8+2.8% | 加碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 688 | $8.80 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 1,200 | $8.80 萬 | <0.1% | 00.0% | 不變 | – |
| Invesco Exch Traded FD Tr II46138E743 | RAFI DVLPD MRKTS | 1,880 | $8.70 萬 | <0.1% | +1,880 | 新進 | – |
| COSTCostco Wholesale Corp | Stock | 147 | $8.50 萬 | <0.1% | −22−13.0% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 525 | $8.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 616 | $8.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ProShares Tr74347B425 | SHORT S&P 500 NE | 5,602 | $7.90 萬 | <0.1% | 00.0% | 不變 | – |
| SNYSanofi | SPONSORED ADR | 1,500 | $7.70 萬 | <0.1% | +1,500 | 新進 | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 491 | $7.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TAT&T Inc. | Stock | 3,170 | $7.50 萬 | <0.1% | −1,067−25.2% | 減碼 | 歷史 |
| SLFSun Life Financial Inc | COM | 1,304 | $7.30 萬 | <0.1% | +2+0.2% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 312 | $6.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 248 | $6.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PLDPrologis, Inc. | REIT | 423 | $6.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 991 | $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 |
| DNPDNP Select Income Fund Inc | COM | 5,294 | $6.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 412 | $6.10 萬 | <0.1% | 00.0% | 不變 | – |
| CEFSprott Physical Gold & Silver Trust | PHYSICAL GOLD AN | 3,000 | $5.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Paramount Global92556H206 | CL B | 1,524 | $5.80 萬 | <0.1% | 00.0% | 不變 | – |
| PNCPNC Financial Services Group, Inc. | Stock | 308 | $5.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMGNAmgen Inc | Stock | 222 | $5.40 萬 | <0.1% | +170+326.9% | 加碼 | 歷史 |
| BPBP PLC | ADR | 1,816 | $5.30 萬 | <0.1% | −2−0.1% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 200 | $5.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SBUXStarbucks Corp | Stock | 568 | $5.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Inc46434G855 | MSCI GBL GOLD MN | 1,663 | $5.20 萬 | <0.1% | 00.0% | 不變 | – |
| AEPAmerican Electric Power Co Inc | Stock | 511 | $5.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2021 年第 4 季之後清倉（9 檔）
2021 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 4 季股數 | 2021 年第 4 季市值 | 2021 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 400 | $6.60 萬 | <0.1% | – |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 57 | $1.80 萬 | <0.1% | – |
| FMCFMC Corp | COM NEW | 100 | $1.10 萬 | <0.1% | 歷史 |
| MOAltria Group, Inc. | Stock | 200 | $9,000 | <0.1% | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 170 | $9,000 | <0.1% | – |
| MASIMasimo Corp | COM | 25 | $7,000 | <0.1% | 歷史 |
| NEENextera Energy Inc | Stock | 24 | $2,000 | <0.1% | 歷史 |
| NVSNovartis AG | ADR | 21 | $2,000 | <0.1% | 歷史 |
| Royal Dutch Shell PLC780259107 | SPON ADR B | 15 | $1,000 | <0.1% | – |