Lowe Wealth Advisors, LLC
- SEC CIK
- 0001574010
- 最新申報
- 2025/10/16
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/4/5 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 351
- 較 2022 年第 4 季 −6
- 總值
- $1.86 億
- 較 2022 年第 4 季 +$478.6 萬 (+2.6%)
| 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 | 140,209 | $5,740 萬 | 30.9% | −1,880−1.3% | 減碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 254,663 | $1,852 萬 | 10.0% | −15,923−5.9% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 51,675 | $1,658 萬 | 8.9% | −1,116−2.1% | 減碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 154,497 | $1,178 萬 | 6.3% | −2,518−1.6% | 減碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 202,431 | $1,019 萬 | 5.5% | −1,820−0.9% | 減碼 | – |
| IAUiShares Gold Trust | ETF | 264,313 | $987.7 萬 | 5.3% | −5,536−2.1% | 減碼 | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 97,308 | $965.8 萬 | 5.2% | −856−0.9% | 減碼 | – |
| Listed FDS Tr53656F623 | HORI KI INFL ETF | 199,178 | $614.3 萬 | 3.3% | +5,309+2.7% | 加碼 | – |
| ProShares Tr74347B425 | SHORT S&P 500 NE | 272,857 | $409.3 萬 | 2.2% | +11,475+4.4% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 72,455 | $395.6 萬 | 2.1% | +5,073+7.5% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 35,091 | $370.2 萬 | 2.0% | +1,303+3.9% | 加碼 | – |
| iShares Tr464287846 | DOW JONES US ETF | 36,878 | $369.0 萬 | 2.0% | −1,135−3.0% | 減碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 28,415 | $260.9 萬 | 1.4% | +9,185+47.8% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 3,740 | $171.4 萬 | 0.9% | +15+0.4% | 加碼 | 歷史 |
| iShares Tr46429B291 | A RATE CP BD ETF | 24,955 | $119.4 萬 | 0.6% | −3,669−12.8% | 減碼 | – |
| MKCMcCormick & Co Inc | Stock | 14,227 | $118.4 萬 | 0.6% | +20.0% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 13,890 | $115.1 萬 | 0.6% | −1,285−8.5% | 減碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 4,766 | $112.2 萬 | 0.6% | −180−3.6% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 2,844 | $82.0 萬 | 0.4% | −60−2.1% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q274 | SHORT DURA CORE | 17,695 | $81.9 萬 | 0.4% | +2,770+18.6% | 加碼 | – |
| AAPLApple Inc. | Stock | 4,176 | $68.9 萬 | 0.4% | −496−10.6% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 10,115 | $67.6 萬 | 0.4% | −505−4.8% | 減碼 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 2,270 | $59.7 萬 | 0.3% | −345−13.2% | 減碼 | – |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 18,155 | $57.3 萬 | 0.3% | −1,410−7.2% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 5,179 | $56.8 萬 | 0.3% | −547−9.6% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E727 | RAFI EMRGNG MRKT | 30,881 | $56.7 萬 | 0.3% | +6,730+27.9% | 加碼 | – |
| SPDR Index Shs FDS78463X541 | ST STR NAT ETF | 9,505 | $54.3 萬 | 0.3% | −3,630−27.6% | 減碼 | – |
| Kraneshares Tr500767736 | QUADRTC INT RT | 22,165 | $50.4 萬 | 0.3% | −3,690−14.3% | 減碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 3,880 | $50.2 萬 | 0.3% | +180+4.9% | 加碼 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 7,195 | $48.7 萬 | 0.3% | +730+11.3% | 加碼 | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 14,500 | $46.9 萬 | 0.3% | +13,000+866.7% | 加碼 | – |
| Global X FDS37954Y830 | GLOBAL X COPPER | 12,077 | $46.8 萬 | 0.3% | +1,657+15.9% | 加碼 | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 15,855 | $46.3 萬 | 0.2% | +15,855 | 新進 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 8,477 | $41.4 萬 | 0.2% | −160−1.9% | 減碼 | – |
| AEEAmeren Corp | COM | 4,138 | $35.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138E743 | RAFI DVLPD MRKTS | 7,900 | $34.8 萬 | 0.2% | +5,520+231.9% | 加碼 | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 4,046 | $31.6 萬 | 0.2% | −21−0.5% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,505 | $30.7 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Core High Dividend ETF46429B663 | ETF | 2,952 | $30.0 萬 | 0.2% | 00.0% | 不變 | – |
| MPCMarathon Petroleum Corp | Stock | 2,081 | $28.1 萬 | 0.2% | −535−20.5% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,215 | $27.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 6,903 | $26.8 萬 | 0.1% | −17,248−71.4% | 減碼 | 歷史 |
| UTGReaves Utility Income Fund | COM SH BEN INT | 8,650 | $24.5 萬 | 0.1% | +450+5.5% | 加碼 | 歷史 |
| HSYHershey Co | COM | 931 | $23.7 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 1,940 | $22.7 萬 | 0.1% | 00.0% | 不變 | – |
| PPLPPL Corp | COM | 8,089 | $22.5 萬 | 0.1% | +220+2.8% | 加碼 | 歷史 |
| BMIBadger Meter Inc | COM | 1,600 | $19.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 2,000 | $18.2 萬 | 0.1% | −100−4.8% | 減碼 | – |
| LMTLockheed Martin Corp | Stock | 372 | $17.6 萬 | 0.1% | −5−1.3% | 減碼 | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 1,825 | $16.5 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 661 | $16.5 萬 | 0.1% | −100−13.1% | 減碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 1,916 | $15.9 萬 | 0.1% | −11,943−86.2% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 1,022 | $15.8 萬 | 0.1% | −112−9.9% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 606 | $14.7 萬 | 0.1% | +384+173.0% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 672 | $14.2 萬 | 0.1% | −10−1.5% | 減碼 | 歷史 |
| NEMNEWMONT Corp | Stock | 2,865 | $14.0 萬 | 0.1% | −100−3.4% | 減碼 | 歷史 |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 2,857 | $13.9 萬 | 0.1% | 00.0% | 不變 | – |
| SLViShares Silver Trust | ETF | 6,053 | $13.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,005 | $13.2 萬 | 0.1% | −25−2.4% | 減碼 | 歷史 |
| Kraneshares Trust500767678 | GLOBAL CARB STRA | 3,290 | $13.0 萬 | 0.1% | −13,750−80.7% | 減碼 | – |
| SPDR Series Trust78464A292 | ST STR PFD ETF | 3,773 | $12.8 萬 | 0.1% | −4,300−53.3% | 減碼 | – |
| KOCoca Cola Co | Stock | 2,038 | $12.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,205 | $12.4 萬 | 0.1% | −70−5.5% | 減碼 | 歷史 |
| SNYSanofi | SPONSORED ADR | 2,275 | $12.4 萬 | 0.1% | +275+13.8% | 加碼 | 歷史 |
| iShares Tr46434V696 | CORE MSCI PAC | 2,175 | $12.3 萬 | 0.1% | 00.0% | 不變 | – |
| iShares S&P 100 ETF464287101 | ETF | 656 | $12.3 萬 | 0.1% | 00.0% | 不變 | – |
| VVisa Inc. | Stock | 542 | $12.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SBUXStarbucks Corp | Stock | 1,168 | $12.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 738 | $12.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WisdomTree Tr97717W406 | US AI ENHANCED | 1,222 | $11.2 萬 | 0.1% | −270−18.1% | 減碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 1,350 | $11.1 萬 | 0.1% | 00.0% | 不變 | – |
| FCXFreeport-McMoran Inc | Stock | 2,709 | $11.1 萬 | 0.1% | −450−14.2% | 減碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,648 | $10.5 萬 | 0.1% | 00.0% | 不變 | – |
| UNHUnitedHealth Group Inc | Stock | 221 | $10.4 萬 | 0.1% | −11−4.7% | 減碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 925 | $9.65 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PRUPrudential Financial Inc | Stock | 1,156 | $9.56 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GISGeneral Mills Inc | Stock | 1,117 | $9.55 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 935 | $9.37 萬 | 0.1% | −25−2.6% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 842 | $8.96 萬 | <0.1% | −344−29.0% | 減碼 | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 3,050 | $8.38 萬 | <0.1% | +50+1.7% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 269 | $7.93 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Inc464286319 | EM MKTS DIV ETF | 3,225 | $7.91 萬 | <0.1% | +3,225 | 新進 | – |
| iShares Select Dividend ETF464287168 | ETF | 667 | $7.82 萬 | <0.1% | −100−13.0% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 147 | $7.30 萬 | <0.1% | −5−3.3% | 減碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 248 | $7.28 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 491 | $7.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SLFSun Life Financial Inc | COM | 1,525 | $7.12 萬 | <0.1% | +2+0.1% | 加碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 900 | $6.29 萬 | <0.1% | 00.0% | 不變 | – |
| MCDMcDonalds Corp | Stock | 224 | $6.26 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 297 | $6.16 萬 | <0.1% | −12−3.9% | 減碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 1,503 | $5.93 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 823 | $5.91 萬 | <0.1% | −177−17.7% | 減碼 | – |
| DNPDNP Select Income Fund Inc | COM | 5,294 | $5.83 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 200 | $5.74 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 412 | $5.69 萬 | <0.1% | 00.0% | 不變 | – |
| CEFSprott Physical Gold & Silver Trust | PHYSICAL GOLD AN | 3,000 | $5.67 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LYVLive Nation Entertainment, Inc. | COM | 800 | $5.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PLDPrologis, Inc. | REIT | 423 | $5.28 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| INTCIntel Corp | Stock | 1,592 | $5.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 167 | $5.12 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2022 年第 4 季之後清倉（16 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| MKC.VMcCormick & Co Inc | COM VTG | 3,300 | $27.1 萬 | 0.1% | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 860 | $9.38 萬 | 0.1% | 歷史 |
| KTKT Corp | SPONSORED ADR | 4,700 | $6.34 萬 | <0.1% | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 850 | $2.60 萬 | <0.1% | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 200 | $1.96 萬 | <0.1% | – |
| WisdomTree Tr97717W851 | JAPN HEDGE EQT | 200 | $1.29 萬 | <0.1% | – |
| AMATApplied Materials Inc | Stock | 120 | $1.17 萬 | <0.1% | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 25 | $8,585 | <0.1% | 歷史 |
| STORStore Capital LLC | COM | 225 | $7,214 | <0.1% | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 149 | $6,802 | <0.1% | – |
| Motley Fool Small-Cap Growth ETF74933W874 | ETF | 200 | $4,890 | <0.1% | – |
| GMGeneral Motors Co | COM | 40 | $1,346 | <0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138E198 | S&P MIDCP LOW | 14 | $749 | <0.1% | – |
| Invesco Exch Traded FD Tr II46138G102 | S&P SMLCP LOW | 14 | $625 | <0.1% | – |
| First Tr Exchange Traded FD33733A102 | CHINDIA ETF | 10 | $381 | <0.1% | – |
| ETF Managers Tr26924G508 | ETFMG ALTR HRVST | 35 | $149 | <0.1% | – |