Lowe Wealth Advisors, LLC
- SEC CIK
- 0001574010
- 最新申報
- 2025/10/16
2023 年第 3 季持倉
持倉截至 2023/9/30，2023/10/23 申報。只含多頭部位，變化是跟 2023 年第 2 季比股數。
- 持股檔數
- 305
- 較 2023 年第 2 季 −51
- 總值
- $1.88 億
- 較 2023 年第 2 季 −$908.3 萬 (−4.6%)
| 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 | 138,216 | $5,908 萬 | 31.4% | −1,166−0.8% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 51,253 | $1,836 萬 | 9.8% | −619−1.2% | 減碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 249,740 | $1,808 萬 | 9.6% | −3,540−1.4% | 減碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 152,468 | $1,146 萬 | 6.1% | −483−0.3% | 減碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 201,619 | $1,012 萬 | 5.4% | −1,329−0.7% | 減碼 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 95,527 | $956.6 萬 | 5.1% | −916−0.9% | 減碼 | – |
| Listed FDS Tr53656F623 | HORI KI INFL ETF | 206,150 | $627.5 萬 | 3.3% | +3,855+1.9% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 170,664 | $597.2 萬 | 3.2% | −88,087−34.0% | 減碼 | 歷史 |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 167,806 | $481.9 萬 | 2.6% | +104,953+167.0% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 82,101 | $439.7 萬 | 2.3% | +2,054+2.6% | 加碼 | – |
| iShares Tr464287846 | DOW JONES US ETF | 37,120 | $387.8 萬 | 2.1% | +512+1.4% | 加碼 | – |
| ProShares Tr74347B425 | SHORT S&P 500 NE | 246,075 | $356.1 萬 | 1.9% | −12,404−4.8% | 減碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 32,358 | $334.3 萬 | 1.8% | −2,784−7.9% | 減碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 23,636 | $213.6 萬 | 1.1% | +6,532+38.2% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 3,809 | $173.9 萬 | 0.9% | +117+3.2% | 加碼 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 4,866 | $119.2 萬 | 0.6% | 00.0% | 不變 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 12,937 | $114.6 萬 | 0.6% | +3,555+37.9% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q274 | SHORT DURA CORE | 24,695 | $112.0 萬 | 0.6% | +2,000+8.8% | 加碼 | – |
| MKCMcCormick & Co Inc | Stock | 14,230 | $107.6 萬 | 0.6% | +20.0% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,835 | $89.5 萬 | 0.5% | +10.0% | 加碼 | 歷史 |
| iShares Tr46429B291 | A RATE CP BD ETF | 16,578 | $74.7 萬 | 0.4% | −3,662−18.1% | 減碼 | – |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 18,410 | $67.7 萬 | 0.4% | +180+1.0% | 加碼 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 4,470 | $64.8 萬 | 0.3% | −25−0.6% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E727 | RAFI EMRGNG MRKT | 35,535 | $63.3 萬 | 0.3% | −811−2.2% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E743 | RAFI DVLPD MRKTS | 14,396 | $62.7 萬 | 0.3% | −385−2.6% | 減碼 | – |
| AAPLApple Inc. | Stock | 3,574 | $61.2 萬 | 0.3% | −605−14.5% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 9,254 | $59.5 萬 | 0.3% | −556−5.7% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 4,981 | $58.6 萬 | 0.3% | −138−2.7% | 減碼 | 歷史 |
| Global X FDS37954Y830 | GLOBAL X COPPER | 13,321 | $48.5 萬 | 0.3% | −581−4.2% | 減碼 | – |
| Kraneshares Tr500767736 | QUADRTC INT RT | 21,415 | $44.0 萬 | 0.2% | 00.0% | 不變 | – |
| AB Active ETFs Inc00039J103 | ULTRA SHORT INCM | 7,940 | $39.9 萬 | 0.2% | +7,940 | 新進 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 3,080 | $39.7 萬 | 0.2% | −370−10.7% | 減碼 | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 14,735 | $39.7 萬 | 0.2% | −625−4.1% | 減碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 7,545 | $35.9 萬 | 0.2% | −1,022−11.9% | 減碼 | – |
| AEEAmeren Corp | COM | 4,138 | $31.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ZMZoom Communications, Inc. | Stock | 4,385 | $30.7 萬 | 0.2% | +4,385 | 新進 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,215 | $29.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 3,500 | $28.5 萬 | 0.2% | −546−13.5% | 減碼 | – |
| SPDR Index Shs FDS78463X541 | ST STR NAT ETF | 5,080 | $28.3 萬 | 0.2% | −3,950−43.7% | 減碼 | – |
| iShares Core High Dividend ETF46429B663 | ETF | 2,679 | $26.5 萬 | 0.1% | −30−1.1% | 減碼 | – |
| VanEck ETF Trust92189H607 | OIL SERVICES ETF | 760 | $26.2 萬 | 0.1% | −135−15.1% | 減碼 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 4,425 | $26.1 萬 | 0.1% | −515−10.4% | 減碼 | – |
| MPCMarathon Petroleum Corp | Stock | 1,711 | $25.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CCJCameco Corp | Stock | 6,155 | $24.4 萬 | 0.1% | +6,155 | 新進 | 歷史 |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 4,770 | $23.6 萬 | 0.1% | +4,770 | 新進 | – |
| BMIBadger Meter Inc | COM | 1,600 | $23.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Inc464286319 | EM MKTS DIV ETF | 9,340 | $22.2 萬 | 0.1% | −1,000−9.7% | 減碼 | – |
| iShares Inc464286400 | MSCI BRAZIL ETF | 6,975 | $21.4 萬 | 0.1% | +4,175+149.1% | 加碼 | – |
| TJXTJX Companies Inc | Stock | 2,402 | $21.3 萬 | 0.1% | +2,402 | 新進 | 歷史 |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 1,890 | $21.2 萬 | 0.1% | 00.0% | 不變 | – |
| UTGReaves Utility Income Fund | COM SH BEN INT | 8,550 | $21.1 萬 | 0.1% | −350−3.9% | 減碼 | 歷史 |
| VanEck ETF Trust92189H730 | MORNINGSTAR SMID | 7,360 | $20.9 萬 | 0.1% | +290+4.1% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 672 | $20.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PPLPPL Corp | COM | 8,089 | $19.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HSYHershey Co | COM | 932 | $18.6 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 661 | $18.0 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 1,775 | $16.7 萬 | 0.1% | 00.0% | 不變 | – |
| JNJJohnson & Johnson | Stock | 1,057 | $16.5 萬 | 0.1% | −18−1.7% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 980 | $13.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 1,770 | $13.4 萬 | 0.1% | −500−22.0% | 減碼 | – |
| CVXChevron Corp | Stock | 738 | $12.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LMTLockheed Martin Corp | Stock | 302 | $12.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 1,611 | $12.2 萬 | 0.1% | −40−2.4% | 減碼 | – |
| iShares Tr46434V696 | CORE MSCI PAC | 2,175 | $12.1 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 550 | $11.7 萬 | 0.1% | −955−63.5% | 減碼 | – |
| PEGPublic Service Enterprise Group Inc | COM | 2,044 | $11.6 萬 | 0.1% | +2,044 | 新進 | 歷史 |
| SPDR Series Trust78464A292 | ST STR PFD ETF | 3,538 | $11.5 萬 | 0.1% | −235−6.2% | 減碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,648 | $11.3 萬 | 0.1% | 00.0% | 不變 | – |
| KOCoca Cola Co | Stock | 2,013 | $11.3 萬 | 0.1% | −25−1.2% | 減碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 1,350 | $10.9 萬 | 0.1% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 855 | $10.9 萬 | 0.1% | −380−30.8% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 468 | $10.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WisdomTree Tr97717W406 | US AI ENHANCED | 1,183 | $10.5 萬 | 0.1% | −39−3.2% | 減碼 | – |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 710 | $10.5 萬 | 0.1% | +595+517.4% | 加碼 | – |
| PRUPrudential Financial Inc | Stock | 1,076 | $10.2 萬 | 0.1% | −50−4.4% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 1,108 | $10.1 萬 | 0.1% | −60−5.1% | 減碼 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 1,070 | $9.82 萬 | 0.1% | −26,410−96.1% | 減碼 | – |
| VZVerizon Communications Inc | Stock | 2,745 | $8.90 萬 | <0.1% | −80−2.8% | 減碼 | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 491 | $8.79 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ProShares Tr74347B714 | SHORT QQQ NEW | 8,000 | $8.71 萬 | <0.1% | +8,000 | 新進 | – |
| HDHome Depot, Inc. | Stock | 259 | $7.82 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138G698 | S&P 500 REVENUE | 959 | $7.49 萬 | <0.1% | 00.0% | 不變 | – |
| SLFSun Life Financial Inc | COM | 1,529 | $7.46 萬 | <0.1% | +2+0.1% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 129 | $7.29 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 667 | $7.18 萬 | <0.1% | 00.0% | 不變 | – |
| GISGeneral Mills Inc | Stock | 1,117 | $7.15 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 692 | $7.12 萬 | <0.1% | −100−12.6% | 減碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 248 | $7.09 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TYTRI-CONTINENTAL Corp | COM | 2,615 | $6.95 萬 | <0.1% | −1,500−36.5% | 減碼 | 歷史 |
| CEFSprott Physical Gold & Silver Trust | PHYSICAL GOLD AN | 4,000 | $6.93 萬 | <0.1% | +1,000+33.3% | 加碼 | 歷史 |
| LYVLive Nation Entertainment, Inc. | COM | 800 | $6.64 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 900 | $6.23 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464288448 | INTL SEL DIV ETF | 2,410 | $6.12 萬 | <0.1% | 00.0% | 不變 | – |
| AMGNAmgen Inc | Stock | 226 | $6.07 萬 | <0.1% | −515−69.5% | 減碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 550 | $6.05 萬 | <0.1% | −375−40.5% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 746 | $6.05 萬 | <0.1% | −116−13.5% | 減碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 412 | $5.68 萬 | <0.1% | 00.0% | 不變 | – |
| APDAir Products & Chemicals, Inc. | Stock | 200 | $5.67 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| INTCIntel Corp | Stock | 1,592 | $5.66 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 112 | $5.66 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2023 年第 2 季之後清倉（66 檔）
2023 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 2 季股數 | 2023 年第 2 季市值 | 2023 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr464287572 | GLOBAL 100 ETF | 4,275 | $32.5 萬 | 0.2% | – |
| Kraneshares Trust500767678 | GLOBAL CARB STRA | 3,090 | $11.7 萬 | 0.1% | – |
| iShares Inc46434G855 | MSCI GBL GOLD MN | 1,663 | $3.87 萬 | <0.1% | – |
| CEGConstellation Energy Corp | Stock | 288 | $2.64 萬 | <0.1% | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 11 | $2.35 萬 | <0.1% | 歷史 |
| ProShares Tr74348A210 | SHRT RUSSELL2000 | 1,000 | $2.28 萬 | <0.1% | – |
| GOOGLAlphabet Inc. | Stock | 180 | $2.15 萬 | <0.1% | 歷史 |
| iShares Tr464288752 | US HOME CONS ETF | 250 | $2.14 萬 | <0.1% | – |
| SPDR Index Shs FDS78463X202 | ST STR EU 50 ETF | 450 | $2.07 萬 | <0.1% | – |
| CORCencora, Inc. | Stock | 97 | $1.87 萬 | <0.1% | 歷史 |
| JOEST JOE Co | COM | 345 | $1.67 萬 | <0.1% | 歷史 |
| SLBSLB Limited | Stock | 325 | $1.60 萬 | <0.1% | 歷史 |
| CTVACorteva, Inc. | Stock | 271 | $1.55 萬 | <0.1% | 歷史 |
| BALLBALL Corp | COM | 220 | $1.28 萬 | <0.1% | 歷史 |
| DEDeere & Co | Stock | 29 | $1.18 萬 | <0.1% | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 100 | $1.14 萬 | <0.1% | 歷史 |
| Global X Uranium ETF37954Y871 | ETF | 500 | $1.08 萬 | <0.1% | – |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 300 | $1.07 萬 | <0.1% | – |
| NVDANVIDIA Corp | Stock | 25 | $1.06 萬 | <0.1% | 歷史 |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 165 | $1.02 萬 | <0.1% | – |
| DJPBarclays Bank PLC | DJUBS CMDT ETN36 | 310 | $9,477 | <0.1% | 歷史 |
| DPZDominos Pizza Inc | COM | 27 | $9,099 | <0.1% | 歷史 |
| MSMorgan Stanley | Stock | 100 | $8,540 | <0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138G706 | SOLAR ETF | 115 | $8,213 | <0.1% | – |
| INVHInvitation Homes Inc. | COM | 225 | $7,740 | <0.1% | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 75 | $7,721 | <0.1% | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 100 | $7,417 | <0.1% | – |
| iShares Inc46434G780 | MSCI SINGPOR ETF | 400 | $7,404 | <0.1% | – |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 380 | $7,155 | <0.1% | 歷史 |
| NKENIKE, Inc. | Stock | 62 | $6,855 | <0.1% | 歷史 |
| First Trust Cloud Computing ETF33734X192 | ETF | 70 | $5,316 | <0.1% | – |
| First Tr Exchange-Traded FD33733B100 | WTR ETF | 60 | $5,314 | <0.1% | – |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 190 | $5,276 | <0.1% | – |
| SWBISmith & Wesson Brands, Inc. | COM | 400 | $5,216 | <0.1% | 歷史 |
| HWMHowmet Aerospace Inc. | Stock | 100 | $4,956 | <0.1% | 歷史 |
| State Street SPDR S&P Regional Banking ETF78464A698 | ETF | 120 | $4,900 | <0.1% | – |
| DGDollar General Corp | COM | 25 | $4,245 | <0.1% | 歷史 |
| iShares Global Clean Energy ETF464288224 | ETF | 220 | $4,048 | <0.1% | – |
| iShares Inc464286350 | MSCI AGR PRO ETF | 96 | $3,793 | <0.1% | – |
| iShares Tr464288174 | GL TIMB FORE ETF | 50 | $3,585 | <0.1% | – |
| First Tr Exchange-Traded FD33736G106 | GBL WND ENRG ETF | 200 | $3,494 | <0.1% | – |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 50 | $3,156 | <0.1% | – |
| BF.BBrown Forman Corp | Stock | 45 | $3,005 | <0.1% | 歷史 |
| RGRSturm Ruger & Co Inc | Stock | 50 | $2,648 | <0.1% | 歷史 |
| Fidelity MSCI Energy Index ETF316092402 | ETF | 110 | $2,438 | <0.1% | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 49 | $1,594 | <0.1% | – |
| SPCEVirgin Galactic Holdings, Inc | COM | 401 | $1,556 | <0.1% | 歷史 |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 41 | $1,317 | <0.1% | – |
| WBAWalgreens Boots Alliance, Inc. | COM | 39 | $1,112 | <0.1% | 歷史 |
| NIONIO Inc. | ADR | 100 | $969 | <0.1% | 歷史 |
| JWNNordstrom Inc | Stock | 45 | $921 | <0.1% | 歷史 |
| AOUTAmerican Outdoor Brands, Inc. | COM | 99 | $859 | <0.1% | 歷史 |
| SOFISoFi Technologies, Inc. | Stock | 100 | $834 | <0.1% | 歷史 |
| AALAmerican Airlines Group Inc. | Stock | 45 | $807 | <0.1% | 歷史 |
| LLLL Flooring Holdings, Inc. | COM | 200 | $766 | <0.1% | 歷史 |
| ARNCArconic Corp | COM | 25 | $740 | <0.1% | 歷史 |
| NTRNutrien Ltd. | COM | 12 | $709 | <0.1% | 歷史 |
| AMCAMC Entertainment Holdings, Inc. | CL A COM | 100 | $440 | <0.1% | 歷史 |
| BHCBausch Health Companies Inc. | Stock | 50 | $400 | <0.1% | 歷史 |
| EVGOEVgo Inc. | CL A COM | 100 | $400 | <0.1% | 歷史 |
| JOANJOANN Inc. | COM | 265 | $232 | <0.1% | 歷史 |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 4 | $225 | <0.1% | 歷史 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 2 | $75 | <0.1% | – |
| NMINuveen Municipal Income Fund Inc | COM | 7 | $66 | <0.1% | 歷史 |
| GRPNGroupon, Inc. | COM NEW | 4 | $24 | <0.1% | 歷史 |
| CFMSConformis Inc | COM NEW | 5 | $11 | <0.1% | 歷史 |