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 |
|---|---|---|---|---|---|---|---|
| Schwab US Tips ETF808524870 | ETF | 389 | $2.20 萬 | <0.1% | 00.0% | 不變 | – |
| MRNAModerna, Inc. | Stock | 163 | $2.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 200 | $2.30 萬 | <0.1% | +100+100.0% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 215 | $2.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BYNDBeyond Meat, Inc. | COM | 1,000 | $2.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 794 | $2.50 萬 | <0.1% | 00.0% | 不變 | – |
| DGDollar General Corp | COM | 100 | $2.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ENPHEnphase Energy, Inc. | Stock | 134 | $2.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 216 | $2.60 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Russell 2000 ETF464287655 | ETF | 158 | $2.70 萬 | <0.1% | 00.0% | 不變 | – |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 368 | $2.70 萬 | <0.1% | −100−21.4% | 減碼 | – |
| BACBank of America Corp | Stock | 870 | $2.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MAINMain Street Capital CORP | CEF | 700 | $2.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HLTHilton Worldwide Holdings Inc. | COM | 255 | $2.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Global X FDS37954Y715 | RBTCS ARTFL INTE | 1,455 | $3.00 萬 | <0.1% | −11,185−88.5% | 減碼 | – |
| SNPSSynopsys Inc | COM | 100 | $3.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 124 | $3.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 359 | $3.30 萬 | <0.1% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 120 | $3.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VanEck ETF Trust92189F700 | AGRIBUSINESS ETF | 395 | $3.40 萬 | <0.1% | 00.0% | 不變 | – |
| FFord Motor Co | Stock | 3,195 | $3.60 萬 | <0.1% | −2,050−39.1% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 385 | $3.60 萬 | <0.1% | +1+0.3% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 96 | $3.60 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Inc46434G855 | MSCI GBL GOLD MN | 1,663 | $3.60 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464288687 | PFD AND INCM SEC | 1,125 | $3.70 萬 | <0.1% | 00.0% | 不變 | – |
| Yamana Gold Inc98462Y100 | COM | 8,000 | $3.70 萬 | <0.1% | 00.0% | 不變 | – |
| CDKCDK Global, Inc. | COM | 699 | $3.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Paramount Global92556H206 | CL B | 1,524 | $3.80 萬 | <0.1% | 00.0% | 不變 | – |
| EXCExelon Corp | Stock | 870 | $3.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GRMNGarmin Ltd | SHS | 400 | $3.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SYKStryker Corp | Stock | 200 | $4.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 167 | $4.00 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 |
| WMTWalmart Inc. | Stock | 338 | $4.10 萬 | <0.1% | +3+0.9% | 加碼 | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 1,500 | $4.10 萬 | <0.1% | −11,160−88.2% | 減碼 | – |
| SBUXStarbucks Corp | Stock | 568 | $4.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BPBP PLC | ADR | 1,616 | $4.60 萬 | <0.1% | −200−11.0% | 減碼 | 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 | – |
| APDAir Products & Chemicals, Inc. | Stock | 200 | $4.80 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 |
| 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 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 991 | $5.20 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464288521 | CRE U S REIT ETF | 998 | $5.30 萬 | <0.1% | +388+63.6% | 加碼 | – |
| 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 |
| DNPDNP Select Income Fund Inc | COM | 5,294 | $5.70 萬 | <0.1% | 00.0% | 不變 | 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 |
| 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 |
| 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 |
| ICEIntercontinental Exchange, Inc. | Stock | 725 | $6.80 萬 | <0.1% | +450+163.6% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 103 | $6.90 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 |
| GISGeneral Mills Inc | Stock | 960 | $7.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 475 | $7.30 萬 | <0.1% | −50−9.5% | 減碼 | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 1,200 | $7.50 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Select Dividend ETF464287168 | ETF | 688 | $8.10 萬 | <0.1% | 00.0% | 不變 | – |
| COSTCostco Wholesale Corp | Stock | 177 | $8.50 萬 | <0.1% | +30+20.4% | 加碼 | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 3,250 | $8.80 萬 | <0.1% | −610−15.8% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E743 | RAFI DVLPD MRKTS | 2,230 | $8.90 萬 | <0.1% | +350+18.6% | 加碼 | – |
| SNYSanofi | SPONSORED ADR | 1,800 | $9.00 萬 | <0.1% | +300+20.0% | 加碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 3,159 | $9.20 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| 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 |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,648 | $9.90 萬 | 0.1% | 00.0% | 不變 | – |
| 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 |
| HDHome Depot, Inc. | Stock | 393 | $10.8 萬 | 0.1% | +100+34.1% | 加碼 | 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 | – |
| KOCoca Cola Co | Stock | 1,938 | $12.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 2,857 | $12.9 萬 | 0.1% | +447+18.5% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 1,427 | $13.0 萬 | 0.1% | −440−23.6% | 減碼 | 歷史 |
| WisdomTree Tr97717W406 | US AI ENHANCED | 1,492 | $13.2 萬 | 0.1% | 00.0% | 不變 | – |
| IBMInternational Business Machines Corp | Stock | 980 | $13.8 萬 | 0.1% | +947+2,869.7% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 830 | $14.7 萬 | 0.1% | +2+0.2% | 加碼 | 歷史 |
| BMIBadger Meter Inc | COM | 1,832 | $14.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 291 | $14.9 萬 | 0.1% | +30+11.5% | 加碼 | 歷史 |
| NEMNEWMONT Corp | Stock | 2,765 | $16.5 萬 | 0.1% | −380−12.1% | 減碼 | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 2,125 | $17.8 萬 | 0.1% | 00.0% | 不變 | – |
| LMTLockheed Martin Corp | Stock | 454 | $19.5 萬 | 0.1% | −100−18.1% | 減碼 | 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 |
| PPLPPL Corp | COM | 7,869 | $21.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PRUPrudential Financial Inc | Stock | 2,331 | $22.3 萬 | 0.1% | −1,200−34.0% | 減碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 2,840 | $23.3 萬 | 0.1% | −656−18.8% | 減碼 | 歷史 |
| UTGReaves Utility Income Fund | COM SH BEN INT | 7,750 | $24.0 萬 | 0.1% | +200+2.6% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,215 | $25.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A292 | ST STR PFD ETF | 7,673 | $27.5 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 | – |
| iShares Core High Dividend ETF46429B663 | ETF | 2,976 | $29.9 萬 | 0.2% | 00.0% | 不變 | – |
| MKC.VMcCormick & Co Inc | COM VTG | 3,822 | $31.7 萬 | 0.2% | 00.0% | 不變 | 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 |