Lowe Wealth Advisors, LLC
- SEC CIK
- 0001574010
- 最新申報
- 2025/10/16
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/10/6 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 358
- 較 2022 年第 2 季 +24
- 總值
- $1.70 億
- 較 2022 年第 2 季 −$1,332 萬 (−7.3%)
| 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 | 144,593 | $5,165 萬 | 30.4% | −3,043−2.1% | 減碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 273,188 | $1,806 萬 | 10.6% | −1,618−0.6% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 55,488 | $1,483 萬 | 8.7% | −3,259−5.5% | 減碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 158,092 | $1,174 萬 | 6.9% | −1,679−1.1% | 減碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 201,755 | $1,012 萬 | 6.0% | +7,441+3.8% | 加碼 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 100,045 | $989.0 萬 | 5.8% | +61+0.1% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 293,050 | $924.0 萬 | 5.4% | −153,918−34.4% | 減碼 | 歷史 |
| Listed FDS Tr53656F623 | HORI KI INFL ETF | 187,069 | $520.6 萬 | 3.1% | +9,935+5.6% | 加碼 | – |
| ProShares Tr74347B425 | SHORT S&P 500 NE | 225,062 | $388.9 萬 | 2.3% | +160,095+246.4% | 加碼 | – |
| iShares Tr464287846 | DOW JONES US ETF | 38,992 | $342.0 萬 | 2.0% | −2,190−5.3% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 59,500 | $304.8 萬 | 1.8% | +10,560+21.6% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 28,142 | $267.0 萬 | 1.6% | +2,282+8.8% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 3,698 | $148.5 萬 | 0.9% | −142−3.7% | 減碼 | 歷史 |
| iShares Tr46429B291 | A RATE CP BD ETF | 32,274 | $146.4 萬 | 0.9% | −1,041−3.1% | 減碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 14,344 | $115.0 萬 | 0.7% | −2,291−13.8% | 減碼 | – |
| VZVerizon Communications Inc | Stock | 29,446 | $111.8 萬 | 0.7% | −1,262−4.1% | 減碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 14,433 | $103.9 萬 | 0.6% | +1,278+9.7% | 加碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 4,946 | $102.4 萬 | 0.6% | 00.0% | 不變 | – |
| MKCMcCormick & Co Inc | Stock | 14,224 | $101.4 萬 | 0.6% | +20.0% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 4,993 | $69.0 萬 | 0.4% | +69+1.4% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,886 | $67.2 萬 | 0.4% | +65+2.3% | 加碼 | 歷史 |
| Kraneshares Tr500767736 | QUADRTC INT RT | 29,165 | $64.6 萬 | 0.4% | −20,097−40.8% | 減碼 | – |
| Kraneshares Trust500767678 | GLOBAL CARB STRA | 17,275 | $64.3 萬 | 0.4% | −9,015−34.3% | 減碼 | – |
| SPDR Index Shs FDS78463X541 | ST STR NAT ETF | 12,960 | $64.1 萬 | 0.4% | −775−5.6% | 減碼 | – |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 19,985 | $61.0 萬 | 0.4% | −2,495−11.1% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 10,870 | $57.3 萬 | 0.3% | −449−4.0% | 減碼 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 2,980 | $55.2 萬 | 0.3% | −695−18.9% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 5,629 | $49.1 萬 | 0.3% | +185+3.4% | 加碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 7,165 | $46.9 萬 | 0.3% | −1,250−14.9% | 減碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 3,750 | $45.4 萬 | 0.3% | +130+3.6% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 8,637 | $37.1 萬 | 0.2% | −2,676−23.7% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E727 | RAFI EMRGNG MRKT | 22,861 | $37.0 萬 | 0.2% | −350−1.5% | 減碼 | – |
| AEEAmeren Corp | COM | 4,138 | $33.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,215 | $27.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 4,067 | $27.2 萬 | 0.2% | −800−16.4% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,505 | $27.0 萬 | 0.2% | −50−3.2% | 減碼 | – |
| iShares Core High Dividend ETF46429B663 | ETF | 2,952 | $26.9 萬 | 0.2% | −24−0.8% | 減碼 | – |
| SPDR Series Trust78464A292 | ST STR PFD ETF | 7,673 | $26.7 萬 | 0.2% | 00.0% | 不變 | – |
| MPCMarathon Petroleum Corp | Stock | 2,616 | $26.0 萬 | 0.2% | −224−7.9% | 減碼 | 歷史 |
| MKC.VMcCormick & Co Inc | COM VTG | 3,300 | $24.1 萬 | 0.1% | −522−13.7% | 減碼 | 歷史 |
| UTGReaves Utility Income Fund | COM SH BEN INT | 8,200 | $22.3 萬 | 0.1% | +450+5.8% | 加碼 | 歷史 |
| HSYHershey Co | COM | 930 | $20.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PPLPPL Corp | COM | 7,869 | $19.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 1,940 | $17.8 萬 | 0.1% | −50−2.5% | 減碼 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 2,100 | $16.8 萬 | 0.1% | +2,100 | 新進 | – |
| Global X FDS37954Y830 | GLOBAL X COPPER | 5,715 | $16.2 萬 | 0.1% | +5,715 | 新進 | – |
| JNJJohnson & Johnson | Stock | 982 | $16.0 萬 | 0.1% | +152+18.3% | 加碼 | 歷史 |
| BMIBadger Meter Inc | COM | 1,600 | $14.8 萬 | 0.1% | −232−12.7% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 377 | $14.6 萬 | 0.1% | −77−17.0% | 減碼 | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 1,825 | $14.5 萬 | 0.1% | −300−14.1% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 272 | $13.7 萬 | 0.1% | −19−6.5% | 減碼 | 歷史 |
| PRUPrudential Financial Inc | Stock | 1,506 | $12.9 萬 | 0.1% | −825−35.4% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,100 | $12.4 萬 | 0.1% | +475+76.0% | 加碼 | 歷史 |
| WisdomTree Tr97717W406 | US AI ENHANCED | 1,492 | $12.2 萬 | 0.1% | 00.0% | 不變 | – |
| MRKMerck & Co., Inc. | Stock | 1,386 | $11.9 萬 | 0.1% | −41−2.9% | 減碼 | 歷史 |
| NEMNEWMONT Corp | Stock | 2,765 | $11.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 980 | $11.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 2,857 | $11.4 萬 | 0.1% | 00.0% | 不變 | – |
| KOCoca Cola Co | Stock | 1,938 | $10.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 656 | $10.7 萬 | 0.1% | 00.0% | 不變 | – |
| SLViShares Silver Trust | ETF | 6,053 | $10.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 738 | $10.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46434V696 | CORE MSCI PAC | 2,175 | $10.4 萬 | 0.1% | 00.0% | 不變 | – |
| SBUXStarbucks Corp | Stock | 1,168 | $9.80 萬 | 0.1% | +600+105.6% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 542 | $9.60 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,648 | $9.50 萬 | 0.1% | 00.0% | 不變 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 2,188 | $9.30 萬 | 0.1% | 00.0% | 不變 | – |
| DISWalt Disney Co | Stock | 960 | $9.10 萬 | 0.1% | +344+55.8% | 加碼 | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 860 | $9.00 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 319 | $8.80 萬 | 0.1% | −74−18.8% | 減碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 1,117 | $8.60 萬 | 0.1% | +157+16.4% | 加碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 3,159 | $8.60 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 925 | $8.40 萬 | <0.1% | +200+27.6% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 309 | $8.20 萬 | <0.1% | 00.0% | 不變依 3 比 1 拆股換算 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 767 | $8.20 萬 | <0.1% | +79+11.5% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E743 | RAFI DVLPD MRKTS | 2,230 | $7.80 萬 | <0.1% | 00.0% | 不變 | – |
| METAMeta Platforms, Inc. | Stock | 562 | $7.60 萬 | <0.1% | +200+55.2% | 加碼 | 歷史 |
| SNYSanofi | SPONSORED ADR | 2,000 | $7.60 萬 | <0.1% | +200+11.1% | 加碼 | 歷史 |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 590 | $7.40 萬 | <0.1% | +500+555.6% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 152 | $7.20 萬 | <0.1% | −25−14.1% | 減碼 | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 491 | $7.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 3,100 | $7.00 萬 | <0.1% | −150−4.6% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 475 | $6.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LYVLive Nation Entertainment, Inc. | COM | 800 | $6.10 萬 | <0.1% | +800 | 新進 | 歷史 |
| CVSCVS Health Corp | Stock | 611 | $5.80 萬 | <0.1% | +226+58.7% | 加碼 | 歷史 |
| KTKT Corp | SPONSORED ADR | 4,700 | $5.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 1,000 | $5.60 萬 | <0.1% | −200−16.7% | 減碼 | – |
| DNPDNP Select Income Fund Inc | COM | 5,294 | $5.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 248 | $5.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 1,503 | $5.20 萬 | <0.1% | 00.0% | 不變 | – |
| SLFSun Life Financial Inc | COM | 1,308 | $5.20 萬 | <0.1% | +2+0.2% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 412 | $5.10 萬 | <0.1% | 00.0% | 不變 | – |
| AMGNAmgen Inc | Stock | 222 | $5.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TAT&T Inc. | Stock | 3,170 | $4.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TWTRTwitter, Inc. | COM | 1,100 | $4.80 萬 | <0.1% | +1,100 | 新進 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 200 | $4.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DVNDevon Energy Corp | Stock | 788 | $4.70 萬 | <0.1% | +488+162.7% | 加碼 | 歷史 |
| iShares Tr464288521 | CRE U S REIT ETF | 998 | $4.70 萬 | <0.1% | 00.0% | 不變 | – |
| CEFSprott Physical Gold & Silver Trust | PHYSICAL GOLD AN | 3,000 | $4.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BPBP PLC | ADR | 1,616 | $4.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2022 年第 2 季之後清倉（6 檔）
2022 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 2 季股數 | 2022 年第 2 季市值 | 2022 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CDKCDK Global, Inc. | COM | 699 | $3.80 萬 | <0.1% | 歷史 |
| NVONovo Nordisk A S | ADR | 150 | $1.70 萬 | <0.1% | 歷史 |
| Strategy Shares Nasdaq 7HANDL Index ETF86280R506 | ETF | 200 | $4,000 | <0.1% | – |
| COHRCoherent Corp. | COM | 30 | $2,000 | <0.1% | 歷史 |
| CF Acquisition Corp VI12521J103 | COM CL A | 180 | $2,000 | <0.1% | – |
| ProShares Bitcoin ETF74347G440 | ETF | 40 | $0 | 0.0% | – |