Lowe Wealth Advisors, LLC
- SEC CIK
- 0001574010
- 最新申報
- 2025/10/16
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/4/9 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 307
- 較 2023 年第 4 季 −8
- 總值
- $2.15 億
- 較 2023 年第 4 季 +$1,263 萬 (+6.2%)
| 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 | 135,764 | $7,101 萬 | 33.1% | −906−0.7% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 50,646 | $2,249 萬 | 10.5% | −263−0.5% | 減碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 236,292 | $1,975 萬 | 9.2% | −956−0.4% | 減碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 153,086 | $1,184 萬 | 5.5% | −511−0.3% | 減碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 200,595 | $1,012 萬 | 4.7% | +2,489+1.3% | 加碼 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 89,256 | $897.4 萬 | 4.2% | −1,405−1.5% | 減碼 | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 259,473 | $750.4 萬 | 3.5% | +28,814+12.5% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 166,379 | $699.0 萬 | 3.3% | −262−0.2% | 減碼 | 歷史 |
| Listed FDS Tr53656F623 | HORI KI INFL ETF | 214,025 | $696.9 萬 | 3.2% | +6,180+3.0% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 91,614 | $530.1 萬 | 2.5% | +5,401+6.3% | 加碼 | – |
| iShares Tr464287846 | DOW JONES US ETF | 36,158 | $463.2 萬 | 2.2% | −418−1.1% | 減碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 29,070 | $351.7 萬 | 1.6% | −875−2.9% | 減碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 24,030 | $226.9 萬 | 1.1% | +27+0.1% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 3,869 | $215.3 萬 | 1.0% | +37+1.0% | 加碼 | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 20,002 | $202.8 萬 | 0.9% | +3,759+23.1% | 加碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 4,816 | $144.5 萬 | 0.7% | −50−1.0% | 減碼 | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 40,405 | $127.8 萬 | 0.6% | +4,985+14.1% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q274 | SHORT DURA CORE | 26,315 | $122.4 萬 | 0.6% | +425+1.6% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 2,749 | $115.7 萬 | 0.5% | +70+2.6% | 加碼 | 歷史 |
| MKCMcCormick & Co Inc | Stock | 14,234 | $109.3 萬 | 0.5% | +20.0% | 加碼 | 歷史 |
| Global X FDS37954Y830 | GLOBAL X COPPER | 24,397 | $103.5 萬 | 0.5% | +9,301+61.6% | 加碼 | – |
| AB Active ETFs Inc00039J103 | ULTRA SHORT INCM | 19,860 | $100.3 萬 | 0.5% | +4,765+31.6% | 加碼 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 4,420 | $99.4 萬 | 0.5% | −55−1.2% | 減碼 | – |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 17,670 | $86.9 萬 | 0.4% | +5,870+49.7% | 加碼 | – |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 19,330 | $84.2 萬 | 0.4% | +480+2.5% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E727 | RAFI EMRGNG MRKT | 41,023 | $79.8 萬 | 0.4% | +4,063+11.0% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E743 | RAFI DVLPD MRKTS | 14,741 | $73.2 萬 | 0.3% | −265−1.8% | 減碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 11,660 | $67.8 萬 | 0.3% | +3,705+46.6% | 加碼 | – |
| iShares Inc464286400 | MSCI BRAZIL ETF | 19,257 | $62.4 萬 | 0.3% | +5,072+35.8% | 加碼 | – |
| AAPLApple Inc. | Stock | 3,476 | $59.6 萬 | 0.3% | −100−2.8% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 4,938 | $57.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ProShares Tr74347B425 | SHORT S&P 500 NE | 35,311 | $41.9 萬 | 0.2% | −169,916−82.8% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 5,457 | $40.5 萬 | 0.2% | −877−13.8% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 672 | $32.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| VanEck ETF Trust92189H730 | MORNINGSTAR SMID | 9,470 | $32.3 萬 | 0.2% | +725+8.3% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 6,225 | $32.1 萬 | 0.1% | −1,030−14.2% | 減碼 | – |
| AEEAmeren Corp | COM | 4,138 | $30.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,215 | $30.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Core High Dividend ETF46429B663 | ETF | 2,654 | $29.2 萬 | 0.1% | −25−0.9% | 減碼 | – |
| MPCMarathon Petroleum Corp | Stock | 1,436 | $28.9 萬 | 0.1% | −25−1.7% | 減碼 | 歷史 |
| ZMZoom Communications, Inc. | Stock | 4,060 | $26.5 萬 | 0.1% | −200−4.7% | 減碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 4,040 | $26.5 萬 | 0.1% | −285−6.6% | 減碼 | – |
| iShares Inc464286319 | EM MKTS DIV ETF | 10,040 | $26.3 萬 | 0.1% | −125−1.2% | 減碼 | – |
| TJXTJX Companies Inc | Stock | 2,402 | $24.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PPLPPL Corp | COM | 8,089 | $22.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| T Rowe Price Exchange-Traded87283Q867 | CAP APPRECIATION | 7,243 | $21.9 萬 | 0.1% | +7,243 | 新進 | – |
| UTGReaves Utility Income Fund | COM SH BEN INT | 8,100 | $21.8 萬 | 0.1% | +100+1.3% | 加碼 | 歷史 |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 1,365 | $21.1 萬 | 0.1% | +540+65.5% | 加碼 | – |
| BMIBadger Meter Inc | COM | 1,220 | $19.7 萬 | 0.1% | −380−23.8% | 減碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 2,266 | $19.6 萬 | 0.1% | +460+25.5% | 加碼 | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 2,090 | $18.8 萬 | 0.1% | +281+15.5% | 加碼 | – |
| IBMInternational Business Machines Corp | Stock | 980 | $18.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HSYHershey Co | COM | 933 | $18.1 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 2,822 | $17.5 萬 | 0.1% | −400−12.4% | 減碼 | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 1,588 | $16.0 萬 | 0.1% | −200−11.2% | 減碼 | – |
| Kraneshares Tr500767736 | QUADRTC INT RT | 8,200 | $15.5 萬 | 0.1% | −13,165−61.6% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 855 | $15.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46434V407 | 0-5YR HI YL CP | 3,345 | $14.2 萬 | 0.1% | +2,532+311.4% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 411 | $14.1 萬 | 0.1% | −250−37.8% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 542 | $14.1 萬 | 0.1% | −8−1.5% | 減碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,648 | $13.9 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr46434V696 | CORE MSCI PAC | 2,175 | $13.8 萬 | 0.1% | 00.0% | 不變 | – |
| LNKBLINKBANCORP, Inc. | COMMON STOCK | 19,752 | $13.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 2,044 | $13.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 458 | $12.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 1,075 | $12.4 萬 | 0.1% | −200−15.7% | 減碼 | – |
| SPDR Series Trust78464A292 | ST STR PFD ETF | 3,538 | $12.3 萬 | 0.1% | 00.0% | 不變 | – |
| KOCoca Cola Co | Stock | 2,013 | $12.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 738 | $11.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46429B291 | A RATE CP BD ETF | 2,415 | $11.5 萬 | 0.1% | +50+2.1% | 加碼 | – |
| PRUPrudential Financial Inc | Stock | 976 | $11.5 萬 | 0.1% | −100−9.3% | 減碼 | 歷史 |
| WisdomTree Tr97717W406 | US AI ENHANCED | 1,083 | $11.0 萬 | 0.1% | −100−8.5% | 減碼 | – |
| iShares Inc464286822 | MSCI MEXICO ETF | 1,590 | $11.0 萬 | 0.1% | +1,590 | 新進 | – |
| Schwab International Equity ETF808524805 | ETF | 2,732 | $10.7 萬 | <0.1% | 00.0% | 不變 | – |
| State Street SPDR S&P Homebuilders ETF78464A888 | ETF | 945 | $10.5 萬 | <0.1% | +945 | 新進 | – |
| VZVerizon Communications Inc | Stock | 2,493 | $10.5 萬 | <0.1% | −52−2.0% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 658 | $10.4 萬 | <0.1% | −88−11.8% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 1,108 | $10.1 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 |
| HDHome Depot, Inc. | Stock | 259 | $9.92 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LMTLockheed Martin Corp | Stock | 217 | $9.87 萬 | <0.1% | −85−28.1% | 減碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 1,070 | $8.75 萬 | <0.1% | −280−20.7% | 減碼 | – |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 1,638 | $8.75 萬 | <0.1% | +751+84.7% | 加碼 | – |
| LYVLive Nation Entertainment, Inc. | COM | 800 | $8.46 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SLFSun Life Financial Inc | COM | 1,533 | $8.37 萬 | <0.1% | +2+0.1% | 加碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 667 | $8.22 萬 | <0.1% | 00.0% | 不變 | – |
| CEFSprott Physical Gold & Silver Trust | PHYSICAL GOLD AN | 4,000 | $8.14 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 2,864 | $8.13 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 1,961 | $8.06 萬 | <0.1% | +980+99.9% | 加碼 | – |
| INTCIntel Corp | Stock | 1,792 | $7.91 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 646 | $7.90 萬 | <0.1% | −100−13.4% | 減碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 1,117 | $7.82 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 562 | $7.42 萬 | <0.1% | −55−8.9% | 減碼 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 167 | $7.32 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 248 | $7.22 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 2,410 | $6.76 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 412 | $6.71 萬 | <0.1% | 00.0% | 不變 | – |
| FCXFreeport-McMoran Inc | Stock | 1,330 | $6.25 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 452 | $6.15 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RTXRTX Corp | Stock | 628 | $6.12 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2023 年第 4 季之後清倉（16 檔）
2023 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 4 季股數 | 2023 年第 4 季市值 | 2023 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CCJCameco Corp | Stock | 5,315 | $22.9 萬 | 0.1% | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 211 | $1.52 萬 | <0.1% | 歷史 |
| LEGLeggett & Platt Inc | Stock | 500 | $1.31 萬 | <0.1% | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 60 | $1.14 萬 | <0.1% | 歷史 |
| CMRE.PCCostamare Inc. | PRD | 287 | $7,284 | <0.1% | 歷史 |
| SPLKSplunk Inc | COM | 40 | $6,094 | <0.1% | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 75 | $5,450 | <0.1% | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 63 | $4,852 | <0.1% | – |
| AXPAmerican Express Co | Stock | 20 | $3,747 | <0.1% | 歷史 |
| TURN180 Degree Capital Corp. | COM NEW | 683 | $2,800 | <0.1% | 歷史 |
| MNKDMannkind Corp | COM NEW | 500 | $1,820 | <0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138E537 | NATL AMT MUNI | 50 | $1,209 | <0.1% | – |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 41 | $691 | <0.1% | – |
| Invesco Actively Managed Exc46090A804 | TOTAL RETURN | 11 | $520 | <0.1% | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 4 | $142 | <0.1% | – |
| BRCCBRC Inc. | COM CL A | 35 | $127 | <0.1% | 歷史 |