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 |
|---|---|---|---|---|---|---|---|
| iShares Tr464288570 | ESG MSCI KLD ETF | 4,867 | $35.0 萬 | 0.2% | −279−5.4% | 減碼 | – |
| AEEAmeren Corp | COM | 4,138 | $37.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138E727 | RAFI EMRGNG MRKT | 23,211 | $42.2 萬 | 0.2% | +3,825+19.7% | 加碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 3,620 | $46.4 萬 | 0.3% | +2,905+406.3% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 5,444 | $46.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 11,313 | $55.5 萬 | 0.3% | −13,495−54.4% | 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 Eafe ETF46432F842 | ETF | 11,319 | $66.6 萬 | 0.4% | −90,886−88.9% | 減碼 | – |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 22,480 | $66.7 萬 | 0.4% | −4,510−16.7% | 減碼 | – |
| AAPLApple Inc. | Stock | 4,924 | $67.3 萬 | 0.4% | −136−2.7% | 減碼 | 歷史 |
| SPDR Index Shs FDS78463X541 | ST STR NAT ETF | 13,735 | $71.5 萬 | 0.4% | −1,455−9.6% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 2,821 | $72.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 3,675 | $74.9 萬 | 0.4% | −425−10.4% | 減碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 13,155 | $94.1 萬 | 0.5% | −58,760−81.7% | 減碼 | – |
| ProShares Tr74347B425 | SHORT S&P 500 NE | 64,967 | $107.2 萬 | 0.6% | +59,365+1,059.7% | 加碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 4,946 | $107.5 萬 | 0.6% | −50−1.0% | 減碼 | – |
| MKCMcCormick & Co Inc | Stock | 14,222 | $118.4 萬 | 0.6% | +10.0% | 加碼 | 歷史 |
| Kraneshares Tr500767736 | QUADRTC INT RT | 49,262 | $124.8 萬 | 0.7% | −1,850−3.6% | 減碼 | – |
| Kraneshares Trust500767678 | GLOBAL CARB STRA | 26,290 | $129.4 萬 | 0.7% | −5,370−17.0% | 減碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 16,635 | $151.6 萬 | 0.8% | +344+2.1% | 加碼 | – |
| VZVerizon Communications Inc | Stock | 30,708 | $155.8 萬 | 0.9% | +957+3.2% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 3,840 | $158.8 萬 | 0.9% | −189−4.7% | 減碼 | 歷史 |
| iShares Tr46429B291 | A RATE CP BD ETF | 33,315 | $160.8 萬 | 0.9% | −21,061−38.7% | 減碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 25,860 | $263.0 萬 | 1.4% | +25,860 | 新進 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 48,940 | $271.4 萬 | 1.5% | +14,420+41.8% | 加碼 | – |
| iShares Tr464287846 | DOW JONES US ETF | 41,182 | $380.3 萬 | 2.1% | −712−1.7% | 減碼 | – |
| Listed FDS Tr53656F623 | HORI KI INFL ETF | 177,134 | $505.5 萬 | 2.8% | +12,102+7.3% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 194,314 | $973.3 萬 | 5.3% | +4,614+2.4% | 加碼 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 99,984 | $990.9 萬 | 5.4% | +822+0.8% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 159,771 | $1,218 萬 | 6.7% | −188−0.1% | 減碼 | – |
| IAUiShares Gold Trust | ETF | 446,968 | $1,534 萬 | 8.4% | −1,576−0.4% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 58,747 | $1,647 萬 | 9.0% | −4,420−7.0% | 減碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 274,806 | $1,929 萬 | 10.5% | −2,304−0.8% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 147,636 | $5,570 萬 | 30.4% | −943−0.6% | 減碼 | 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 |