Lowe Wealth Advisors, LLC
- SEC CIK
- 0001574010
- 最新申報
- 2025/10/16
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/1/17 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 357
- 較 2022 年第 3 季 −1
- 總值
- $1.81 億
- 較 2022 年第 3 季 +$1,114 萬 (+6.6%)
| 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 | 142,089 | $5,434 萬 | 30.0% | −2,504−1.7% | 減碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 270,586 | $1,951 萬 | 10.8% | −2,602−1.0% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 52,791 | $1,406 萬 | 7.8% | −2,697−4.9% | 減碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 157,015 | $1,181 萬 | 6.5% | −1,077−0.7% | 減碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 204,251 | $1,024 萬 | 5.7% | +2,496+1.2% | 加碼 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 98,164 | $968.4 萬 | 5.3% | −1,881−1.9% | 減碼 | – |
| IAUiShares Gold Trust | ETF | 269,849 | $933.4 萬 | 5.2% | −23,201−7.9% | 減碼 | 歷史 |
| Listed FDS Tr53656F623 | HORI KI INFL ETF | 193,869 | $610.3 萬 | 3.4% | +6,800+3.6% | 加碼 | – |
| ProShares Tr74347B425 | SHORT S&P 500 NE | 261,382 | $419.0 萬 | 2.3% | +36,320+16.1% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 67,382 | $367.2 萬 | 2.0% | +7,882+13.2% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 33,788 | $365.6 萬 | 2.0% | +5,646+20.1% | 加碼 | – |
| iShares Tr464287846 | DOW JONES US ETF | 38,013 | $355.2 萬 | 2.0% | −979−2.5% | 減碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 19,230 | $175.9 萬 | 1.0% | +19,230 | 新進 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 3,725 | $164.9 萬 | 0.9% | +27+0.7% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 15,175 | $132.7 萬 | 0.7% | +742+5.1% | 加碼 | – |
| iShares Tr46429B291 | A RATE CP BD ETF | 28,624 | $132.6 萬 | 0.7% | −3,650−11.3% | 減碼 | – |
| MKCMcCormick & Co Inc | Stock | 14,225 | $117.9 萬 | 0.7% | +10.0% | 加碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 13,859 | $114.3 萬 | 0.6% | −485−3.4% | 減碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 4,946 | $109.1 萬 | 0.6% | 00.0% | 不變 | – |
| VZVerizon Communications Inc | Stock | 24,151 | $95.2 萬 | 0.5% | −5,295−18.0% | 減碼 | 歷史 |
| SPDR Index Shs FDS78463X541 | ST STR NAT ETF | 13,135 | $74.9 萬 | 0.4% | +175+1.4% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 2,904 | $69.6 萬 | 0.4% | +18+0.6% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q274 | SHORT DURA CORE | 14,925 | $68.2 萬 | 0.4% | +14,925 | 新進 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 10,620 | $65.5 萬 | 0.4% | −250−2.3% | 減碼 | – |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 19,565 | $63.8 萬 | 0.4% | −420−2.1% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 5,726 | $63.2 萬 | 0.3% | +97+1.7% | 加碼 | 歷史 |
| Kraneshares Trust500767678 | GLOBAL CARB STRA | 17,040 | $62.1 萬 | 0.3% | −235−1.4% | 減碼 | – |
| AAPLApple Inc. | Stock | 4,672 | $60.7 萬 | 0.3% | −321−6.4% | 減碼 | 歷史 |
| Kraneshares Tr500767736 | QUADRTC INT RT | 25,855 | $58.5 萬 | 0.3% | −3,310−11.3% | 減碼 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 2,615 | $53.1 萬 | 0.3% | −365−12.2% | 減碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 3,700 | $50.3 萬 | 0.3% | −50−1.3% | 減碼 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 6,465 | $45.6 萬 | 0.3% | −700−9.8% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E727 | RAFI EMRGNG MRKT | 24,151 | $42.6 萬 | 0.2% | +1,290+5.6% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 8,637 | $40.3 萬 | 0.2% | 00.0% | 不變 | – |
| Global X FDS37954Y830 | GLOBAL X COPPER | 10,420 | $36.9 萬 | 0.2% | +4,705+82.3% | 加碼 | – |
| AEEAmeren Corp | COM | 4,138 | $36.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Core High Dividend ETF46429B663 | ETF | 2,952 | $30.8 萬 | 0.2% | 00.0% | 不變 | – |
| MPCMarathon Petroleum Corp | Stock | 2,616 | $30.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 4,067 | $29.2 萬 | 0.2% | 00.0% | 不變 | – |
| ADPAutomatic Data Processing Inc | Stock | 1,215 | $29.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,505 | $28.8 萬 | 0.2% | 00.0% | 不變 | – |
| MKC.VMcCormick & Co Inc | COM VTG | 3,300 | $27.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A292 | ST STR PFD ETF | 8,073 | $26.5 萬 | 0.1% | +400+5.2% | 加碼 | – |
| UTGReaves Utility Income Fund | COM SH BEN INT | 8,200 | $23.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PPLPPL Corp | COM | 7,869 | $23.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HSYHershey Co | COM | 930 | $21.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 1,940 | $21.3 萬 | 0.1% | 00.0% | 不變 | – |
| JNJJohnson & Johnson | Stock | 1,134 | $20.0 萬 | 0.1% | +152+15.5% | 加碼 | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 2,100 | $18.9 萬 | 0.1% | 00.0% | 不變 | – |
| LMTLockheed Martin Corp | Stock | 377 | $18.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BMIBadger Meter Inc | COM | 1,600 | $17.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 761 | $16.2 萬 | 0.1% | +750+6,818.2% | 加碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 1,825 | $15.5 萬 | 0.1% | 00.0% | 不變 | – |
| IBMInternational Business Machines Corp | Stock | 1,030 | $14.5 萬 | 0.1% | +50+5.1% | 加碼 | 歷史 |
| NEMNEWMONT Corp | Stock | 2,965 | $14.0 萬 | 0.1% | +200+7.2% | 加碼 | 歷史 |
| WisdomTree Tr97717W406 | US AI ENHANCED | 1,492 | $13.7 萬 | 0.1% | 00.0% | 不變 | – |
| SLViShares Silver Trust | ETF | 6,053 | $13.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 738 | $13.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 1,186 | $13.2 萬 | 0.1% | −200−14.4% | 減碼 | 歷史 |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 2,857 | $13.0 萬 | 0.1% | 00.0% | 不變 | – |
| KOCoca Cola Co | Stock | 2,038 | $13.0 萬 | 0.1% | +100+5.2% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 232 | $12.3 萬 | 0.1% | −40−14.7% | 減碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 3,159 | $12.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46434V696 | CORE MSCI PAC | 2,175 | $11.7 萬 | 0.1% | 00.0% | 不變 | – |
| SBUXStarbucks Corp | Stock | 1,168 | $11.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PRUPrudential Financial Inc | Stock | 1,156 | $11.5 萬 | 0.1% | −350−23.2% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 542 | $11.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 656 | $11.2 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 1,350 | $11.0 萬 | 0.1% | +1,000+285.7% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 1,275 | $10.7 萬 | 0.1% | +175+15.9% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E743 | RAFI DVLPD MRKTS | 2,380 | $9.89 萬 | 0.1% | +150+6.7% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 2,188 | $9.88 萬 | 0.1% | 00.0% | 不變 | – |
| SNYSanofi | SPONSORED ADR | 2,000 | $9.69 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,648 | $9.64 萬 | 0.1% | 00.0% | 不變 | – |
| ICEIntercontinental Exchange, Inc. | Stock | 925 | $9.49 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 860 | $9.38 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GISGeneral Mills Inc | Stock | 1,117 | $9.37 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 767 | $9.25 萬 | 0.1% | 00.0% | 不變 | – |
| HDHome Depot, Inc. | Stock | 269 | $8.49 萬 | <0.1% | −50−15.7% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 960 | $8.34 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 682 | $8.21 萬 | <0.1% | +120+21.4% | 加碼 | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 3,000 | $8.15 萬 | <0.1% | −100−3.2% | 減碼 | – |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 590 | $8.02 萬 | <0.1% | 00.0% | 不變 | – |
| ABBVAbbVie Inc. | Stock | 475 | $7.68 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SLFSun Life Financial Inc | COM | 1,523 | $7.07 萬 | <0.1% | +215+16.4% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 152 | $6.94 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 430 | $6.79 萬 | <0.1% | +122+39.6% | 加碼 | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 491 | $6.59 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 1,000 | $6.57 萬 | <0.1% | 00.0% | 不變 | – |
| ROKRockwell Automation, Inc | Stock | 248 | $6.39 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KTKT Corp | SPONSORED ADR | 4,700 | $6.34 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 200 | $6.17 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 900 | $6.07 萬 | <0.1% | +900 | 新進 | – |
| DNPDNP Select Income Fund Inc | COM | 5,294 | $5.96 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 224 | $5.90 萬 | <0.1% | +100+80.6% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 3,170 | $5.84 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMGNAmgen Inc | Stock | 222 | $5.83 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 412 | $5.78 萬 | <0.1% | 00.0% | 不變 | – |
| CVSCVS Health Corp | Stock | 612 | $5.70 萬 | <0.1% | +1+0.2% | 加碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 1,503 | $5.70 萬 | <0.1% | 00.0% | 不變 | – |
2022 年第 3 季之後清倉（12 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 3 季股數 | 2022 年第 3 季市值 | 2022 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| TWTRTwitter, Inc. | COM | 1,100 | $4.80 萬 | <0.1% | 歷史 |
| TJXTJX Companies Inc | Stock | 247 | $1.50 萬 | <0.1% | 歷史 |
| Ramco-Gershenson Properties Trust74971D200 | PERP PFD-D CV | 300 | $1.30 萬 | <0.1% | – |
| NUENucor Corp | COM | 67 | $7,000 | <0.1% | 歷史 |
| SIRISirius XM Holdings Inc. | COM | 1,100 | $6,000 | <0.1% | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 150 | $4,000 | <0.1% | 歷史 |
| Schwab U.S. REIT ETF808524847 | ETF | 84 | $2,000 | <0.1% | – |
| DKNGDraftKings Inc. | Stock | 100 | $2,000 | <0.1% | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 25 | $2,000 | <0.1% | 歷史 |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 13 | $1,000 | <0.1% | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 17 | $1,000 | <0.1% | – |
| OGNOrganon & Co. | Stock | 4 | $0 | 0.0% | 歷史 |