Lowe Wealth Advisors, LLC
- SEC CIK
- 0001574010
- 最新申報
- 2025/10/16
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/7/7 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 356
- 較 2023 年第 1 季 +5
- 總值
- $1.97 億
- 較 2023 年第 1 季 +$1,132 萬 (+6.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| JNJJohnson & Johnson | Stock | 1,075 | $17.8 萬 | 0.1% | +53+5.2% | 加碼 | 歷史 |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 2,270 | $18.1 萬 | 0.1% | +1,875+474.7% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 661 | $18.7 萬 | 0.1% | 00.0% | 不變 | – |
| METAMeta Platforms, Inc. | Stock | 672 | $19.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 1,711 | $20.0 萬 | 0.1% | −370−17.8% | 減碼 | 歷史 |
| VanEck ETF Trust92189H730 | MORNINGSTAR SMID | 7,070 | $21.2 萬 | 0.1% | +7,070 | 新進 | – |
| PPLPPL Corp | COM | 8,089 | $21.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 1,890 | $23.0 萬 | 0.1% | −50−2.6% | 減碼 | – |
| HSYHershey Co | COM | 931 | $23.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BMIBadger Meter Inc | COM | 1,600 | $23.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| UTGReaves Utility Income Fund | COM SH BEN INT | 8,900 | $24.4 萬 | 0.1% | +250+2.9% | 加碼 | 歷史 |
| iShares Inc464286319 | EM MKTS DIV ETF | 10,340 | $25.3 萬 | 0.1% | +7,115+220.6% | 加碼 | – |
| VanEck ETF Trust92189H607 | OIL SERVICES ETF | 895 | $25.7 萬 | 0.1% | +895 | 新進 | – |
| ADPAutomatic Data Processing Inc | Stock | 1,215 | $26.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Core High Dividend ETF46429B663 | ETF | 2,709 | $27.3 萬 | 0.1% | −243−8.2% | 減碼 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 4,940 | $32.3 萬 | 0.2% | −2,255−31.3% | 減碼 | – |
| iShares Tr464287572 | GLOBAL 100 ETF | 4,275 | $32.5 萬 | 0.2% | +4,275 | 新進 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,505 | $33.2 萬 | 0.2% | 00.0% | 不變 | – |
| AEEAmeren Corp | COM | 4,138 | $33.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 4,046 | $34.1 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Russell 2000 ETF464287655 | ETF | 1,837 | $34.4 萬 | 0.2% | +1,639+827.8% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 8,567 | $42.2 萬 | 0.2% | +90+1.1% | 加碼 | – |
| Kraneshares Tr500767736 | QUADRTC INT RT | 21,415 | $44.1 萬 | 0.2% | −750−3.4% | 減碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 3,450 | $45.8 萬 | 0.2% | −430−11.1% | 減碼 | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 15,360 | $46.2 萬 | 0.2% | +860+5.9% | 加碼 | – |
| SPDR Index Shs FDS78463X541 | ST STR NAT ETF | 9,030 | $48.7 萬 | 0.2% | −475−5.0% | 減碼 | – |
| Global X FDS37954Y830 | GLOBAL X COPPER | 13,902 | $52.3 萬 | 0.3% | +1,825+15.1% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 5,119 | $54.9 萬 | 0.3% | −60−1.2% | 減碼 | 歷史 |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 18,230 | $63.4 萬 | 0.3% | +75+0.4% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 9,810 | $66.2 萬 | 0.3% | −305−3.0% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E743 | RAFI DVLPD MRKTS | 14,781 | $66.5 萬 | 0.3% | +6,881+87.1% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E727 | RAFI EMRGNG MRKT | 36,346 | $67.7 萬 | 0.3% | +5,465+17.7% | 加碼 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 4,495 | $68.4 萬 | 0.3% | −45−1.0% | 減碼依 2 比 1 拆股換算 | – |
| AAPLApple Inc. | Stock | 4,179 | $81.1 萬 | 0.4% | +3+0.1% | 加碼 | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 9,382 | $88.5 萬 | 0.4% | +7,382+369.1% | 加碼 | – |
| iShares Tr46429B291 | A RATE CP BD ETF | 20,240 | $95.5 萬 | 0.5% | −4,715−18.9% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 2,834 | $96.5 萬 | 0.5% | −10−0.4% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q274 | SHORT DURA CORE | 22,695 | $103.9 萬 | 0.5% | +5,000+28.3% | 加碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 4,866 | $123.8 萬 | 0.6% | +100+2.1% | 加碼 | – |
| MKCMcCormick & Co Inc | Stock | 14,228 | $124.1 萬 | 0.6% | +10.0% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 17,104 | $138.8 萬 | 0.7% | +3,214+23.1% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 3,692 | $176.8 萬 | 0.9% | −48−1.3% | 減碼 | 歷史 |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 62,853 | $181.0 萬 | 0.9% | +46,998+296.4% | 加碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 27,480 | $252.3 萬 | 1.3% | −935−3.3% | 減碼 | – |
| ProShares Tr74347B425 | SHORT S&P 500 NE | 258,479 | $358.8 萬 | 1.8% | −14,378−5.3% | 減碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 35,142 | $372.8 萬 | 1.9% | +51+0.1% | 加碼 | – |
| iShares Tr464287846 | DOW JONES US ETF | 36,608 | $396.6 萬 | 2.0% | −270−0.7% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 80,047 | $442.9 萬 | 2.2% | +7,592+10.5% | 加碼 | – |
| Listed FDS Tr53656F623 | HORI KI INFL ETF | 202,295 | $618.4 萬 | 3.1% | +3,117+1.6% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 258,751 | $941.6 萬 | 4.8% | −5,562−2.1% | 減碼 | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 96,443 | $962.1 萬 | 4.9% | −865−0.9% | 減碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 202,948 | $1,018 萬 | 5.2% | +517+0.3% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 152,951 | $1,157 萬 | 5.9% | −1,546−1.0% | 減碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 253,280 | $1,883 萬 | 9.6% | −1,383−0.5% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 51,872 | $1,916 萬 | 9.7% | +197+0.4% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 139,382 | $6,179 萬 | 31.3% | −827−0.6% | 減碼 | 歷史 |
2023 年第 1 季之後清倉（12 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 1 季股數 | 2023 年第 1 季市值 | 2023 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| SNYSanofi | SPONSORED ADR | 2,275 | $12.4 萬 | 0.1% | 歷史 |
| Yamana Gold Inc98462Y100 | COM | 8,000 | $4.68 萬 | <0.1% | – |
| ABBVAbbVie Inc. | Stock | 195 | $3.11 萬 | <0.1% | 歷史 |
| LXP.PCLXP Industrial Trust | PREFERRED | 400 | $1.94 萬 | <0.1% | 歷史 |
| FLCFlaherty & Crumrine Total Return Fund Inc | COM | 1,000 | $1.47 萬 | <0.1% | 歷史 |
| CCJCameco Corp | Stock | 300 | $7,851 | <0.1% | 歷史 |
| BGTBlackRock Floating Rate Income Trust | COM | 333 | $3,733 | <0.1% | 歷史 |
| Invesco Exchange Traded FD T46137V621 | FINL PFD ETF | 200 | $2,904 | <0.1% | – |
| ACNAccenture plc | Stock | 10 | $2,858 | <0.1% | 歷史 |
| WFCWells Fargo & Company | Stock | 50 | $1,869 | <0.1% | 歷史 |
| HBIHanesbrands Inc. | COM | 250 | $1,315 | <0.1% | 歷史 |
| COHRCoherent Corp. | COM | 30 | $1,142 | <0.1% | 歷史 |