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 |
|---|---|---|---|---|---|---|---|
| Schwab US Tips ETF808524870 | ETF | 389 | $2.40 萬 | <0.1% | +389 | 新進 | – |
| Invesco Exch Traded FD Tr II46138G706 | SOLAR ETF | 315 | $2.40 萬 | <0.1% | +200+173.9% | 加碼 | – |
| ABTAbbott Laboratories | Stock | 215 | $2.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Inc46434G780 | MSCI SINGPOR ETF | 1,200 | $2.50 萬 | <0.1% | 00.0% | 不變 | – |
| ENPHEnphase Energy, Inc. | Stock | 134 | $2.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Global X FDS37954Y780 | INTERNET OF THNG | 809 | $2.70 萬 | <0.1% | +809 | 新進 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 583 | $2.80 萬 | <0.1% | +583 | 新進 | – |
| MRNAModerna, Inc. | Stock | 163 | $2.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ALBAlbemarle Corp | Stock | 125 | $2.80 萬 | <0.1% | +125 | 新進 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 216 | $2.80 萬 | <0.1% | 00.0% | 不變 | – |
| Schwab International Equity ETF808524805 | ETF | 794 | $2.90 萬 | <0.1% | +794 | 新進 | – |
| MAINMain Street Capital CORP | CEF | 700 | $3.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Ramco-Gershenson Properties Trust74971D200 | PERP PFD-D CV | 500 | $3.00 萬 | <0.1% | 00.0% | 不變 | – |
| MCDMcDonalds Corp | Stock | 124 | $3.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 158 | $3.20 萬 | <0.1% | −575−78.4% | 減碼 | – |
| SNPSSynopsys Inc | COM | 100 | $3.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V266 | S&P500 PUR GWT | 183 | $3.40 萬 | <0.1% | −116−38.8% | 減碼 | – |
| CDKCDK Global, Inc. | COM | 699 | $3.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 275 | $3.60 萬 | <0.1% | +275 | 新進 | 歷史 |
| BACBank of America Corp | Stock | 870 | $3.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 359 | $3.90 萬 | <0.1% | 00.0% | 不變 | – |
| CVSCVS Health Corp | Stock | 384 | $3.90 萬 | <0.1% | +1+0.3% | 加碼 | 歷史 |
| HLTHilton Worldwide Holdings Inc. | COM | 255 | $3.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288521 | CRE U S REIT ETF | 610 | $3.90 萬 | <0.1% | 00.0% | 不變 | – |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 468 | $4.10 萬 | <0.1% | −100−17.6% | 減碼 | – |
| EXCExelon Corp | Stock | 870 | $4.10 萬 | <0.1% | +418+92.5% | 加碼 | 歷史 |
| VanEck ETF Trust92189F700 | AGRIBUSINESS ETF | 395 | $4.10 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464288687 | PFD AND INCM SEC | 1,125 | $4.10 萬 | <0.1% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 120 | $4.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 96 | $4.40 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 1,002 | $4.50 萬 | <0.1% | 00.0% | 不變 | – |
| Yamana Gold Inc98462Y100 | COM | 8,000 | $4.50 萬 | <0.1% | 00.0% | 不變 | – |
| XELXcel Energy Inc | Stock | 658 | $4.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GRMNGarmin Ltd | SHS | 400 | $4.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BYNDBeyond Meat, Inc. | COM | 1,000 | $4.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 200 | $5.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 335 | $5.00 萬 | <0.1% | +1+0.3% | 加碼 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 167 | $5.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 511 | $5.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46434V407 | 0-5YR HI YL CP | 1,150 | $5.10 萬 | <0.1% | 00.0% | 不變 | – |
| 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 | – |
| 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 |
| AMGNAmgen Inc | Stock | 222 | $5.40 萬 | <0.1% | +170+326.9% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 308 | $5.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| 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 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 412 | $6.10 萬 | <0.1% | 00.0% | 不變 | – |
| DNPDNP Select Income Fund Inc | COM | 5,294 | $6.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GISGeneral Mills Inc | Stock | 960 | $6.50 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 | – |
| PLDPrologis, Inc. | REIT | 423 | $6.80 萬 | <0.1% | 00.0% | 不變 | 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 |
| SLFSun Life Financial Inc | COM | 1,304 | $7.30 萬 | <0.1% | +2+0.2% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 3,170 | $7.50 萬 | <0.1% | −1,067−25.2% | 減碼 | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 491 | $7.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SNYSanofi | SPONSORED ADR | 1,500 | $7.70 萬 | <0.1% | +1,500 | 新進 | 歷史 |
| ProShares Tr74347B425 | SHORT S&P 500 NE | 5,602 | $7.90 萬 | <0.1% | 00.0% | 不變 | – |
| 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 |
| Invesco Exch Traded FD Tr II46138E743 | RAFI DVLPD MRKTS | 1,880 | $8.70 萬 | <0.1% | +1,880 | 新進 | – |
| 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 | – |
| FFord Motor Co | Stock | 5,245 | $8.90 萬 | <0.1% | −1,700−24.5% | 減碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 715 | $9.80 萬 | <0.1% | +528+282.4% | 加碼 | – |
| 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 |
| TSLATesla, Inc. | Stock | 103 | $11.1 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 | – |
| 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 |
| iShares Tr464288448 | INTL SEL DIV ETF | 3,860 | $12.3 萬 | 0.1% | −60−1.5% | 減碼 | – |
| 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 | – |
| TROWPrice T Rowe Group Inc | Stock | 860 | $13.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 261 | $13.3 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 | – |
| SLViShares Silver Trust | ETF | 6,053 | $13.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 43 | $14.0 萬 | 0.1% | −8−15.7% | 減碼 | 歷史 |
| iShares Tr46434V696 | CORE MSCI PAC | 2,375 | $14.5 萬 | 0.1% | 00.0% | 不變 | – |
| JNJJohnson & Johnson | Stock | 828 | $14.7 萬 | 0.1% | +221+36.4% | 加碼 | 歷史 |
| WisdomTree Tr97717W406 | US AI ENHANCED | 1,492 | $14.8 萬 | 0.1% | 00.0% | 不變 | – |
| MRKMerck & Co., Inc. | Stock | 1,867 | $15.3 萬 | 0.1% | −1,302−41.1% | 減碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 3,159 | $15.7 萬 | 0.1% | +250+8.6% | 加碼 | 歷史 |
| BMIBadger Meter Inc | COM | 1,832 | $18.3 萬 | 0.1% | −250−12.0% | 減碼 | 歷史 |
| HSYHershey Co | COM | 929 | $20.1 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 | – |
| PPLPPL Corp | COM | 7,869 | $22.5 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 | – |
| LMTLockheed Martin Corp | Stock | 554 | $24.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NEMNEWMONT Corp | Stock | 3,145 | $25.0 萬 | 0.1% | −75−2.3% | 減碼 | 歷史 |
| UTGReaves Utility Income Fund | COM SH BEN INT | 7,550 | $26.1 萬 | 0.1% | +150+2.0% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,215 | $27.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| 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 | – |
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% | – |