Lowe Wealth Advisors, LLC
- SEC CIK
- 0001574010
- 最新申報
- 2025/10/16
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/1/5 申報。只含多頭部位，變化是跟 2023 年第 3 季比股數。
- 持股檔數
- 315
- 較 2023 年第 3 季 +10
- 總值
- $2.02 億
- 較 2023 年第 3 季 +$1,406 萬 (+7.5%)
| 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 | 136,670 | $6,496 萬 | 32.1% | −1,546−1.1% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 50,909 | $2,085 萬 | 10.3% | −344−0.7% | 減碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 237,248 | $1,851 萬 | 9.2% | −12,492−5.0% | 減碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 153,597 | $1,188 萬 | 5.9% | +1,129+0.7% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 198,106 | $995.1 萬 | 4.9% | −3,513−1.7% | 減碼 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 90,661 | $904.7 萬 | 4.5% | −4,866−5.1% | 減碼 | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 230,659 | $670.1 萬 | 3.3% | +62,853+37.5% | 加碼 | – |
| Listed FDS Tr53656F623 | HORI KI INFL ETF | 207,845 | $654.1 萬 | 3.2% | +1,695+0.8% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 166,641 | $650.4 萬 | 3.2% | −4,023−2.4% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 86,213 | $474.0 萬 | 2.3% | +4,112+5.0% | 加碼 | – |
| iShares Tr464287846 | DOW JONES US ETF | 36,576 | $426.2 萬 | 2.1% | −544−1.5% | 減碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 29,945 | $334.3 萬 | 1.7% | −2,413−7.5% | 減碼 | – |
| ProShares Tr74347B425 | SHORT S&P 500 NE | 205,227 | $266.6 萬 | 1.3% | −40,848−16.6% | 減碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 24,003 | $201.2 萬 | 1.0% | +367+1.6% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 3,832 | $194.4 萬 | 1.0% | +23+0.6% | 加碼 | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 16,243 | $154.6 萬 | 0.8% | +3,306+25.6% | 加碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 4,866 | $133.2 萬 | 0.7% | 00.0% | 不變 | – |
| J P Morgan Exchange Traded F46641Q274 | SHORT DURA CORE | 25,890 | $120.5 萬 | 0.6% | +1,195+4.8% | 加碼 | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 35,420 | $109.8 萬 | 0.5% | +20,685+140.4% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 2,679 | $100.7 萬 | 0.5% | −156−5.5% | 減碼 | 歷史 |
| MKCMcCormick & Co Inc | Stock | 14,232 | $97.4 萬 | 0.5% | +20.0% | 加碼 | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 4,475 | $78.3 萬 | 0.4% | +5+0.1% | 加碼 | – |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 18,850 | $77.3 萬 | 0.4% | +440+2.4% | 加碼 | – |
| AB Active ETFs Inc00039J103 | ULTRA SHORT INCM | 15,095 | $75.9 萬 | 0.4% | +7,155+90.1% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E743 | RAFI DVLPD MRKTS | 15,006 | $71.1 萬 | 0.4% | +610+4.2% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E727 | RAFI EMRGNG MRKT | 36,960 | $70.6 萬 | 0.3% | +1,425+4.0% | 加碼 | – |
| AAPLApple Inc. | Stock | 3,576 | $68.9 萬 | 0.3% | +2+0.1% | 加碼 | 歷史 |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 11,800 | $56.7 萬 | 0.3% | +11,800 | 新進 | – |
| Global X FDS37954Y830 | GLOBAL X COPPER | 15,096 | $56.6 萬 | 0.3% | +1,775+13.3% | 加碼 | – |
| iShares Inc464286400 | MSCI BRAZIL ETF | 14,185 | $49.6 萬 | 0.2% | +7,210+103.4% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 4,938 | $49.4 萬 | 0.2% | −43−0.9% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 6,334 | $44.6 萬 | 0.2% | −2,920−31.6% | 減碼 | – |
| Kraneshares Tr500767736 | QUADRTC INT RT | 21,365 | $44.2 萬 | 0.2% | −50−0.2% | 減碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 7,955 | $41.4 萬 | 0.2% | +3,185+66.8% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 7,255 | $36.7 萬 | 0.2% | −290−3.8% | 減碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 2,655 | $36.2 萬 | 0.2% | −425−13.8% | 減碼 | – |
| ZMZoom Communications, Inc. | Stock | 4,260 | $30.6 萬 | 0.2% | −125−2.9% | 減碼 | 歷史 |
| AEEAmeren Corp | COM | 4,138 | $29.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,215 | $28.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VanEck ETF Trust92189H730 | MORNINGSTAR SMID | 8,745 | $27.5 萬 | 0.1% | +1,385+18.8% | 加碼 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 4,325 | $27.4 萬 | 0.1% | −100−2.3% | 減碼 | – |
| iShares Core High Dividend ETF46429B663 | ETF | 2,679 | $27.3 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Inc464286319 | EM MKTS DIV ETF | 10,165 | $26.9 萬 | 0.1% | +825+8.8% | 加碼 | – |
| SPDR Index Shs FDS78463X541 | ST STR NAT ETF | 4,625 | $26.2 萬 | 0.1% | −455−9.0% | 減碼 | – |
| BMIBadger Meter Inc | COM | 1,600 | $24.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 672 | $23.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CCJCameco Corp | Stock | 5,315 | $22.9 萬 | 0.1% | −840−13.6% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 2,402 | $22.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PPLPPL Corp | COM | 8,089 | $21.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 1,461 | $21.7 萬 | 0.1% | −250−14.6% | 減碼 | 歷史 |
| UTGReaves Utility Income Fund | COM SH BEN INT | 8,000 | $21.4 萬 | 0.1% | −550−6.4% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 661 | $20.5 萬 | 0.1% | 00.0% | 不變 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 3,222 | $18.2 萬 | 0.1% | +2,196+214.0% | 加碼 | – |
| HSYHershey Co | COM | 932 | $17.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 1,788 | $16.3 萬 | 0.1% | −1,712−48.9% | 減碼 | – |
| IBMInternational Business Machines Corp | Stock | 980 | $16.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 1,806 | $16.0 萬 | 0.1% | +195+12.1% | 加碼 | – |
| LNKBLINKBANCORP, Inc. | COMMON STOCK | 19,752 | $15.7 萬 | 0.1% | +19,752 | 新進 | 歷史 |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 1,809 | $15.4 萬 | 0.1% | +39+2.2% | 加碼 | – |
| LMTLockheed Martin Corp | Stock | 302 | $13.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 1,275 | $13.4 萬 | 0.1% | −500−28.2% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 550 | $13.0 萬 | 0.1% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 855 | $13.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46434V696 | CORE MSCI PAC | 2,175 | $12.9 萬 | 0.1% | 00.0% | 不變 | – |
| PEGPublic Service Enterprise Group Inc | COM | 2,044 | $12.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,648 | $12.4 萬 | 0.1% | 00.0% | 不變 | – |
| VVisa Inc. | Stock | 458 | $11.9 萬 | 0.1% | −10−2.1% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 2,013 | $11.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A292 | ST STR PFD ETF | 3,538 | $11.9 萬 | 0.1% | 00.0% | 不變 | – |
| JNJJohnson & Johnson | Stock | 746 | $11.7 萬 | 0.1% | −311−29.4% | 減碼 | 歷史 |
| iShares Tr46429B291 | A RATE CP BD ETF | 2,365 | $11.4 萬 | 0.1% | −14,213−85.7% | 減碼 | – |
| WisdomTree Tr97717W406 | US AI ENHANCED | 1,183 | $11.3 萬 | 0.1% | 00.0% | 不變 | – |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 825 | $11.3 萬 | 0.1% | +115+16.2% | 加碼 | – |
| PRUPrudential Financial Inc | Stock | 1,076 | $11.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 1,350 | $11.1 萬 | 0.1% | 00.0% | 不變 | – |
| CVXChevron Corp | Stock | 738 | $11.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SBUXStarbucks Corp | Stock | 1,108 | $10.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 491 | $10.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 2,732 | $10.1 萬 | <0.1% | +2,138+359.9% | 加碼 | – |
| VZVerizon Communications Inc | Stock | 2,545 | $9.59 萬 | <0.1% | −200−7.3% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 1,792 | $9.00 萬 | <0.1% | +200+12.6% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 259 | $8.96 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SLFSun Life Financial Inc | COM | 1,531 | $7.94 萬 | <0.1% | +2+0.1% | 加碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 667 | $7.82 萬 | <0.1% | 00.0% | 不變 | – |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 2,864 | $7.74 萬 | <0.1% | +2,864 | 新進 | – |
| ROKRockwell Automation, Inc | Stock | 248 | $7.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CEFSprott Physical Gold & Silver Trust | PHYSICAL GOLD AN | 4,000 | $7.66 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TYTRI-CONTINENTAL Corp | COM | 2,615 | $7.54 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LYVLive Nation Entertainment, Inc. | COM | 800 | $7.49 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GISGeneral Mills Inc | Stock | 1,117 | $7.28 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 109 | $7.19 萬 | <0.1% | −20−15.5% | 減碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 900 | $7.00 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464288448 | INTL SEL DIV ETF | 2,410 | $6.75 萬 | <0.1% | 00.0% | 不變 | – |
| DISWalt Disney Co | Stock | 746 | $6.74 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 617 | $6.73 萬 | <0.1% | −75−10.8% | 減碼 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 167 | $6.34 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 490 | $6.29 萬 | <0.1% | −60−10.9% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 216 | $6.22 萬 | <0.1% | −10−4.4% | 減碼 | 歷史 |
| NEMNEWMONT Corp | Stock | 1,490 | $6.17 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 412 | $6.16 萬 | <0.1% | 00.0% | 不變 | – |
2023 年第 3 季之後清倉（8 檔）
2023 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 3 季股數 | 2023 年第 3 季市值 | 2023 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| VanEck ETF Trust92189H607 | OIL SERVICES ETF | 760 | $26.2 萬 | 0.1% | – |
| iShares S&P 500 Value ETF464287408 | ETF | 145 | $2.23 萬 | <0.1% | – |
| VMWVmware LLC | CL A COM | 81 | $1.35 萬 | <0.1% | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 35 | $1.19 萬 | <0.1% | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 85 | $1.15 萬 | <0.1% | – |
| ADBEAdobe Inc. | Stock | 15 | $7,649 | <0.1% | 歷史 |
| RQICohen & Steers Quality Income Realty Fund Inc | CEF | 444 | $4,493 | <0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 40 | $2,352 | <0.1% | – |