Lowe Wealth Advisors, LLC
- SEC CIK
- 0001574010
- 最新申報
- 2025/10/16
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/7/7 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 334
- 較 2022 年第 1 季 −5
- 總值
- $1.83 億
- 較 2022 年第 1 季 −$3,783 萬 (−17.1%)
| 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 | 147,636 | $5,570 萬 | 30.4% | −943−0.6% | 減碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 274,806 | $1,929 萬 | 10.5% | −2,304−0.8% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 58,747 | $1,647 萬 | 9.0% | −4,420−7.0% | 減碼 | – |
| IAUiShares Gold Trust | ETF | 446,968 | $1,534 萬 | 8.4% | −1,576−0.4% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 159,771 | $1,218 萬 | 6.7% | −188−0.1% | 減碼 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 99,984 | $990.9 萬 | 5.4% | +822+0.8% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 194,314 | $973.3 萬 | 5.3% | +4,614+2.4% | 加碼 | – |
| Listed FDS Tr53656F623 | HORI KI INFL ETF | 177,134 | $505.5 萬 | 2.8% | +12,102+7.3% | 加碼 | – |
| iShares Tr464287846 | DOW JONES US ETF | 41,182 | $380.3 萬 | 2.1% | −712−1.7% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 48,940 | $271.4 萬 | 1.5% | +14,420+41.8% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 25,860 | $263.0 萬 | 1.4% | +25,860 | 新進 | – |
| iShares Tr46429B291 | A RATE CP BD ETF | 33,315 | $160.8 萬 | 0.9% | −21,061−38.7% | 減碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 3,840 | $158.8 萬 | 0.9% | −189−4.7% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 30,708 | $155.8 萬 | 0.9% | +957+3.2% | 加碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 16,635 | $151.6 萬 | 0.8% | +344+2.1% | 加碼 | – |
| Kraneshares Trust500767678 | GLOBAL CARB STRA | 26,290 | $129.4 萬 | 0.7% | −5,370−17.0% | 減碼 | – |
| Kraneshares Tr500767736 | QUADRTC INT RT | 49,262 | $124.8 萬 | 0.7% | −1,850−3.6% | 減碼 | – |
| MKCMcCormick & Co Inc | Stock | 14,222 | $118.4 萬 | 0.6% | +10.0% | 加碼 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 4,946 | $107.5 萬 | 0.6% | −50−1.0% | 減碼 | – |
| ProShares Tr74347B425 | SHORT S&P 500 NE | 64,967 | $107.2 萬 | 0.6% | +59,365+1,059.7% | 加碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 13,155 | $94.1 萬 | 0.5% | −58,760−81.7% | 減碼 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 3,675 | $74.9 萬 | 0.4% | −425−10.4% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 2,821 | $72.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| SPDR Index Shs FDS78463X541 | ST STR NAT ETF | 13,735 | $71.5 萬 | 0.4% | −1,455−9.6% | 減碼 | – |
| AAPLApple Inc. | Stock | 4,924 | $67.3 萬 | 0.4% | −136−2.7% | 減碼 | 歷史 |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 22,480 | $66.7 萬 | 0.4% | −4,510−16.7% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 11,319 | $66.6 萬 | 0.4% | −90,886−88.9% | 減碼 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 8,415 | $59.0 萬 | 0.3% | +597+7.6% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 11,313 | $55.5 萬 | 0.3% | −13,495−54.4% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 5,444 | $46.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 3,620 | $46.4 萬 | 0.3% | +2,905+406.3% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E727 | RAFI EMRGNG MRKT | 23,211 | $42.2 萬 | 0.2% | +3,825+19.7% | 加碼 | – |
| AEEAmeren Corp | COM | 4,138 | $37.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 4,867 | $35.0 萬 | 0.2% | −279−5.4% | 減碼 | – |
| MKC.VMcCormick & Co Inc | COM VTG | 3,822 | $31.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Core High Dividend ETF46429B663 | ETF | 2,976 | $29.9 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,555 | $29.3 萬 | 0.2% | +212+15.8% | 加碼 | – |
| SPDR Series Trust78464A292 | ST STR PFD ETF | 7,673 | $27.5 萬 | 0.2% | 00.0% | 不變 | – |
| ADPAutomatic Data Processing Inc | Stock | 1,215 | $25.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| UTGReaves Utility Income Fund | COM SH BEN INT | 7,750 | $24.0 萬 | 0.1% | +200+2.6% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 2,840 | $23.3 萬 | 0.1% | −656−18.8% | 減碼 | 歷史 |
| PRUPrudential Financial Inc | Stock | 2,331 | $22.3 萬 | 0.1% | −1,200−34.0% | 減碼 | 歷史 |
| PPLPPL Corp | COM | 7,869 | $21.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 1,990 | $20.0 萬 | 0.1% | −1,510−43.1% | 減碼 | – |
| HSYHershey Co | COM | 930 | $20.0 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 454 | $19.5 萬 | 0.1% | −100−18.1% | 減碼 | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 2,125 | $17.8 萬 | 0.1% | 00.0% | 不變 | – |
| NEMNEWMONT Corp | Stock | 2,765 | $16.5 萬 | 0.1% | −380−12.1% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 291 | $14.9 萬 | 0.1% | +30+11.5% | 加碼 | 歷史 |
| BMIBadger Meter Inc | COM | 1,832 | $14.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 830 | $14.7 萬 | 0.1% | +2+0.2% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 980 | $13.8 萬 | 0.1% | +947+2,869.7% | 加碼 | 歷史 |
| WisdomTree Tr97717W406 | US AI ENHANCED | 1,492 | $13.2 萬 | 0.1% | 00.0% | 不變 | – |
| MRKMerck & Co., Inc. | Stock | 1,427 | $13.0 萬 | 0.1% | −440−23.6% | 減碼 | 歷史 |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 2,857 | $12.9 萬 | 0.1% | +447+18.5% | 加碼 | – |
| KOCoca Cola Co | Stock | 1,938 | $12.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SLViShares Silver Trust | ETF | 6,053 | $11.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 656 | $11.3 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr46434V696 | CORE MSCI PAC | 2,175 | $11.3 萬 | 0.1% | −200−8.4% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 393 | $10.8 萬 | 0.1% | +100+34.1% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 542 | $10.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 738 | $10.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,648 | $9.90 萬 | 0.1% | 00.0% | 不變 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 2,188 | $9.80 萬 | 0.1% | 00.0% | 不變 | – |
| TROWPrice T Rowe Group Inc | Stock | 860 | $9.80 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 3,159 | $9.20 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SNYSanofi | SPONSORED ADR | 1,800 | $9.00 萬 | <0.1% | +300+20.0% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E743 | RAFI DVLPD MRKTS | 2,230 | $8.90 萬 | <0.1% | +350+18.6% | 加碼 | – |
| iShares Tr464288448 | INTL SEL DIV ETF | 3,250 | $8.80 萬 | <0.1% | −610−15.8% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 177 | $8.50 萬 | <0.1% | +30+20.4% | 加碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 688 | $8.10 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 1,200 | $7.50 萬 | <0.1% | 00.0% | 不變 | – |
| ABBVAbbVie Inc. | Stock | 475 | $7.30 萬 | <0.1% | −50−9.5% | 減碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 960 | $7.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 491 | $7.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 103 | $6.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 725 | $6.80 萬 | <0.1% | +450+163.6% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 625 | $6.60 萬 | <0.1% | −235−27.3% | 減碼依 20 比 1 拆股換算 | 歷史 |
| TAT&T Inc. | Stock | 3,170 | $6.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KTKT Corp | SPONSORED ADR | 4,700 | $6.60 萬 | <0.1% | −2,500−34.7% | 減碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 1,503 | $6.00 萬 | <0.1% | +501+50.0% | 加碼 | – |
| SLFSun Life Financial Inc | COM | 1,306 | $6.00 萬 | <0.1% | +2+0.2% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 362 | $5.80 萬 | <0.1% | +50+16.0% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 616 | $5.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DNPDNP Select Income Fund Inc | COM | 5,294 | $5.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 412 | $5.40 萬 | <0.1% | 00.0% | 不變 | – |
| AMGNAmgen Inc | Stock | 222 | $5.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288521 | CRE U S REIT ETF | 998 | $5.30 萬 | <0.1% | +388+63.6% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 991 | $5.20 萬 | <0.1% | 00.0% | 不變 | – |
| PLDPrologis, Inc. | REIT | 423 | $5.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CEFSprott Physical Gold & Silver Trust | PHYSICAL GOLD AN | 3,000 | $5.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 511 | $4.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 248 | $4.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 308 | $4.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 200 | $4.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| XELXcel Energy Inc | Stock | 658 | $4.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46434V407 | 0-5YR HI YL CP | 1,150 | $4.70 萬 | <0.1% | 00.0% | 不變 | – |
| BPBP PLC | ADR | 1,616 | $4.60 萬 | <0.1% | −200−11.0% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 568 | $4.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| INTCIntel Corp | Stock | 1,089 | $4.10 萬 | <0.1% | +1,014+1,352.0% | 加碼 | 歷史 |
2022 年第 1 季之後清倉（11 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 1,000 | $10.3 萬 | <0.1% | – |
| ALBAlbemarle Corp | Stock | 125 | $2.80 萬 | <0.1% | 歷史 |
| Northern LTS FD Tr IV66538H419 | INSPIRE INTL ETF | 456 | $1.40 萬 | <0.1% | – |
| MFLBlackRock Muniholdings Investment Quality Fund | COM | 800 | $1.00 萬 | <0.1% | 歷史 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 186 | $9,000 | <0.1% | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 49 | $3,000 | <0.1% | – |
| STSensata Technologies Holding plc | SHS | 50 | $3,000 | <0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138E719 | BLOO EN ANGE ETF | 48 | $1,000 | <0.1% | – |
| SPDR Series Trust78464A516 | ST INTL BBG ETF | 21 | $1,000 | <0.1% | – |
| State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391 | ETF | 2 | $0 | 0.0% | – |
| MNKTQKeenova Therapeutics plc | Stock | 1 | $0 | 0.0% | 歷史 |