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 |
|---|---|---|---|---|---|---|---|
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 259,473 | $750.4 萬 | 3.5% | +28,814+12.5% | 加碼 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 89,256 | $897.4 萬 | 4.2% | −1,405−1.5% | 減碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 200,595 | $1,012 萬 | 4.7% | +2,489+1.3% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 153,086 | $1,184 萬 | 5.5% | −511−0.3% | 減碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 236,292 | $1,975 萬 | 9.2% | −956−0.4% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 50,646 | $2,249 萬 | 10.5% | −263−0.5% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 135,764 | $7,101 萬 | 33.1% | −906−0.7% | 減碼 | 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 |