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 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,343 | $30.6 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Core High Dividend ETF46429B663 | ETF | 2,976 | $31.8 萬 | 0.1% | −37−1.2% | 減碼 | – |
| Global X FDS37954Y715 | RBTCS ARTFL INTE | 12,640 | $36.7 萬 | 0.2% | −1,565−11.0% | 減碼 | – |
| MKC.VMcCormick & Co Inc | COM VTG | 3,822 | $38.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AEEAmeren Corp | COM | 4,138 | $38.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138E727 | RAFI EMRGNG MRKT | 19,386 | $40.4 萬 | 0.2% | +19,386 | 新進 | – |
| PRUPrudential Financial Inc | Stock | 3,531 | $41.7 萬 | 0.2% | −620−14.9% | 減碼 | 歷史 |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 3,500 | $43.6 萬 | 0.2% | +360+11.5% | 加碼 | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 5,146 | $44.6 萬 | 0.2% | −200−3.7% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 5,444 | $45.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 12,660 | $48.6 萬 | 0.2% | +11,160+744.0% | 加碼 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 7,818 | $58.2 萬 | 0.3% | +100+1.3% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 2,821 | $87.0 萬 | 0.4% | +10.0% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 5,060 | $88.4 萬 | 0.4% | −197−3.7% | 減碼 | 歷史 |
| SPDR Index Shs FDS78463X541 | ST STR NAT ETF | 15,190 | $95.4 萬 | 0.4% | +1,910+14.4% | 加碼 | – |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 26,990 | $97.2 萬 | 0.4% | −2,345−8.0% | 減碼 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 4,100 | $110.6 萬 | 0.5% | −270−6.2% | 減碼 | – |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 8,525 | $114.7 萬 | 0.5% | +7,495+727.7% | 加碼 | – |
| Kraneshares Tr500767736 | QUADRTC INT RT | 51,112 | $130.9 萬 | 0.6% | −6,403−11.1% | 減碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 4,996 | $131.1 萬 | 0.6% | −60−1.2% | 減碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 24,808 | $137.8 萬 | 0.6% | −1,835−6.9% | 減碼 | – |
| MKCMcCormick & Co Inc | Stock | 14,221 | $141.9 萬 | 0.6% | +10.0% | 加碼 | 歷史 |
| Kraneshares Trust500767678 | GLOBAL CARB STRA | 31,660 | $147.7 萬 | 0.7% | +1,060+3.5% | 加碼 | – |
| VZVerizon Communications Inc | Stock | 29,751 | $151.6 萬 | 0.7% | +2,058+7.4% | 加碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 16,291 | $176.5 萬 | 0.8% | +1,832+12.7% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 4,029 | $197.6 萬 | 0.9% | −97−2.4% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 34,520 | $212.0 萬 | 1.0% | +16,735+94.1% | 加碼 | – |
| iShares Tr46429B291 | A RATE CP BD ETF | 54,376 | $281.8 萬 | 1.3% | −10,422−16.1% | 減碼 | – |
| iShares Tr464287846 | DOW JONES US ETF | 41,894 | $466.5 萬 | 2.1% | −711−1.7% | 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 Core MSCI Eafe ETF46432F842 | ETF | 102,205 | $710.4 萬 | 3.2% | −6,301−5.8% | 減碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 189,700 | $953.6 萬 | 4.3% | +2,367+1.3% | 加碼 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 99,162 | $993.2 萬 | 4.5% | +1,598+1.6% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 159,959 | $1,249 萬 | 5.7% | +2,960+1.9% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 448,544 | $1,652 萬 | 7.5% | +7,383+1.7% | 加碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 277,110 | $2,150 萬 | 9.7% | −13,005−4.5% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 63,167 | $2,290 萬 | 10.4% | −8,473−11.8% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 148,579 | $6,710 萬 | 30.4% | −231−0.2% | 減碼 | 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% | – |