Lowe Wealth Advisors, LLC
- SEC CIK
- 0001574010
- 最新申報
- 2025/10/16
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/7/9 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 315
- 較 2024 年第 1 季 +8
- 總值
- $2.20 億
- 較 2024 年第 1 季 +$479.4 萬 (+2.2%)
| 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 | 133,424 | $7,261 萬 | 33.1% | −2,340−1.7% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 49,586 | $2,376 萬 | 10.8% | −1,060−2.1% | 減碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 231,723 | $1,946 萬 | 8.9% | −4,569−1.9% | 減碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 149,448 | $1,155 萬 | 5.3% | −3,638−2.4% | 減碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 203,025 | $1,025 萬 | 4.7% | +2,430+1.2% | 加碼 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 87,007 | $875.7 萬 | 4.0% | −2,249−2.5% | 減碼 | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 293,057 | $846.1 萬 | 3.9% | +33,584+12.9% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 166,966 | $733.5 萬 | 3.3% | +587+0.4% | 加碼 | 歷史 |
| Listed FDS Tr53656F623 | HORI KI INFL ETF | 222,824 | $728.2 萬 | 3.3% | +8,799+4.1% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 97,577 | $553.1 萬 | 2.5% | +5,963+6.5% | 加碼 | – |
| iShares Tr464287846 | DOW JONES US ETF | 35,581 | $470.8 萬 | 2.1% | −577−1.6% | 減碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 24,540 | $291.0 萬 | 1.3% | −4,530−15.6% | 減碼 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 23,208 | $223.1 萬 | 1.0% | +3,206+16.0% | 加碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 23,382 | $213.1 萬 | 1.0% | −648−2.7% | 減碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 3,819 | $204.3 萬 | 0.9% | −50−1.3% | 減碼 | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 45,177 | $153.3 萬 | 0.7% | +4,772+11.8% | 加碼 | – |
| Global X FDS37954Y830 | GLOBAL X COPPER | 33,074 | $149.2 萬 | 0.7% | +8,677+35.6% | 加碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 4,616 | $142.5 萬 | 0.6% | −200−4.2% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 2,689 | $120.2 萬 | 0.5% | −60−2.2% | 減碼 | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 4,220 | $110.0 萬 | 0.5% | −200−4.5% | 減碼 | – |
| AB Active ETFs Inc00039J103 | ULTRA SHORT INCM | 21,380 | $108.0 萬 | 0.5% | +1,520+7.7% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q274 | SHORT DURA CORE | 22,538 | $104.6 萬 | 0.5% | −3,777−14.4% | 減碼 | – |
| MKCMcCormick & Co Inc | Stock | 13,912 | $98.7 萬 | 0.4% | −322−2.3% | 減碼 | 歷史 |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 19,328 | $93.3 萬 | 0.4% | −20.0% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E727 | RAFI EMRGNG MRKT | 43,232 | $87.5 萬 | 0.4% | +2,209+5.4% | 加碼 | – |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 19,640 | $85.5 萬 | 0.4% | +1,970+11.1% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E743 | RAFI DVLPD MRKTS | 16,409 | $79.9 萬 | 0.4% | +1,668+11.3% | 加碼 | – |
| AAPLApple Inc. | Stock | 3,474 | $73.2 萬 | 0.3% | −2−0.1% | 減碼 | 歷史 |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 13,217 | $72.0 萬 | 0.3% | +1,557+13.4% | 加碼 | – |
| iShares Inc464286400 | MSCI BRAZIL ETF | 23,096 | $63.1 萬 | 0.3% | +3,839+19.9% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 4,913 | $56.6 萬 | 0.3% | −25−0.5% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,525 | $46.1 萬 | 0.2% | +2,448+3,179.2% | 加碼 | – |
| T Rowe Price Exchange-Traded87283Q867 | CAP APPRECIATION | 12,530 | $39.4 萬 | 0.2% | +5,287+73.0% | 加碼 | – |
| iShares Inc464286319 | EM MKTS DIV ETF | 14,322 | $38.9 萬 | 0.2% | +4,282+42.6% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 691 | $34.8 萬 | 0.2% | +19+2.8% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 4,707 | $34.2 萬 | 0.2% | −750−13.7% | 減碼 | – |
| VanEck ETF Trust92189H730 | MORNINGSTAR SMID | 10,164 | $32.5 萬 | 0.1% | +694+7.3% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 5,865 | $31.4 萬 | 0.1% | −360−5.8% | 減碼 | – |
| AEEAmeren Corp | COM | 4,138 | $29.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,215 | $29.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Core High Dividend ETF46429B663 | ETF | 2,535 | $27.6 萬 | 0.1% | −119−4.5% | 減碼 | – |
| TJXTJX Companies Inc | Stock | 2,402 | $26.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 1,436 | $24.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PPLPPL Corp | COM | 8,089 | $22.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 2,552 | $21.4 萬 | 0.1% | +286+12.6% | 加碼 | – |
| UTGReaves Utility Income Fund | COM SH BEN INT | 7,750 | $21.2 萬 | 0.1% | −350−4.3% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 915 | $17.7 萬 | 0.1% | +60+7.0% | 加碼 | 歷史 |
| HSYHershey Co | COM | 934 | $17.2 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 980 | $16.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 1,588 | $16.5 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 429 | $16.0 萬 | 0.1% | +18+4.4% | 加碼 | – |
| BMIBadger Meter Inc | COM | 860 | $16.0 萬 | 0.1% | −360−29.5% | 減碼 | 歷史 |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 1,840 | $15.9 萬 | 0.1% | −250−12.0% | 減碼 | – |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 1,077 | $15.7 萬 | 0.1% | −288−21.1% | 減碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,648 | $15.3 萬 | 0.1% | 00.0% | 不變 | – |
| Kraneshares Tr500767736 | QUADRTC INT RT | 8,200 | $15.2 萬 | 0.1% | 00.0% | 不變 | – |
| PEGPublic Service Enterprise Group Inc | COM | 2,044 | $15.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 542 | $14.5 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 3,258 | $13.7 萬 | 0.1% | −87−2.6% | 減碼 | – |
| iShares Tr46434V696 | CORE MSCI PAC | 2,175 | $13.3 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 1,075 | $12.8 萬 | 0.1% | 00.0% | 不變 | – |
| KOCoca Cola Co | Stock | 2,013 | $12.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 458 | $12.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A292 | ST STR PFD ETF | 3,538 | $12.0 萬 | 0.1% | 00.0% | 不變 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 1,735 | $11.8 萬 | 0.1% | −2,305−57.1% | 減碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 1,796 | $11.5 萬 | 0.1% | −1,026−36.4% | 減碼 | – |
| PRUPrudential Financial Inc | Stock | 976 | $11.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 1,036 | $11.1 萬 | 0.1% | +905+690.8% | 加碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 2,561 | $10.9 萬 | <0.1% | +600+30.6% | 加碼 | – |
| ProShares Tr74347B425 | SHORT S&P 500 NE | 9,440 | $10.8 萬 | <0.1% | −25,871−73.3% | 減碼 | – |
| iShares Inc464286822 | MSCI MEXICO ETF | 1,848 | $10.5 萬 | <0.1% | +258+16.2% | 加碼 | – |
| iShares Tr46436E866 | IBONDS 25 TRM TS | 4,429 | $10.3 萬 | <0.1% | +4,429 | 新進 | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 1,495 | $10.2 萬 | <0.1% | +1,495 | 新進 | – |
| iShares Tr46429B291 | A RATE CP BD ETF | 2,185 | $10.2 萬 | <0.1% | −230−9.5% | 減碼 | – |
| iShares Tr46436E858 | IBONDS 26 TRM TS | 4,402 | $9.97 萬 | <0.1% | +4,402 | 新進 | – |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 1,225 | $9.96 萬 | <0.1% | +1,225 | 新進 | – |
| BRBroadridge Financial Solutions, Inc. | Stock | 491 | $9.67 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 618 | $9.67 萬 | <0.1% | −120−16.3% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 646 | $9.44 萬 | <0.1% | −12−1.8% | 減碼 | 歷史 |
| LNKBLINKBANCORP, Inc. | COMMON STOCK | 14,814 | $9.07 萬 | <0.1% | −4,938−25.0% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 1,153 | $8.98 萬 | <0.1% | +45+4.1% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 259 | $8.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CEFSprott Physical Gold & Silver Trust | PHYSICAL GOLD AN | 4,000 | $8.82 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LMTLockheed Martin Corp | Stock | 187 | $8.73 萬 | <0.1% | −30−13.8% | 減碼 | 歷史 |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 1,638 | $8.70 萬 | <0.1% | 00.0% | 不變 | – |
| WisdomTree Tr97717W406 | US AI ENHANCED | 863 | $8.61 萬 | <0.1% | −220−20.3% | 減碼 | – |
| VZVerizon Communications Inc | Stock | 2,077 | $8.57 萬 | <0.1% | −416−16.7% | 減碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 1,035 | $8.45 萬 | <0.1% | −35−3.3% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 2,138 | $8.21 萬 | <0.1% | −594−21.7% | 減碼 | – |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 2,864 | $8.11 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Select Dividend ETF464287168 | ETF | 667 | $8.07 萬 | <0.1% | 00.0% | 不變 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 452 | $7.86 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,331 | $7.79 萬 | <0.1% | +1,226+1,167.6% | 加碼 | – |
| LYVLive Nation Entertainment, Inc. | COM | 816 | $7.65 萬 | <0.1% | +16+2.0% | 加碼 | 歷史 |
| SLFSun Life Financial Inc | COM | 1,535 | $7.52 萬 | <0.1% | +2+0.1% | 加碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 300 | $7.49 萬 | <0.1% | +300 | 新進 | – |
| GISGeneral Mills Inc | Stock | 1,117 | $7.07 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46435G524 | INTL DIV GRWTH | 1,039 | $7.00 萬 | <0.1% | +1,039 | 新進 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 758 | $6.96 萬 | <0.1% | +378+99.5% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 81 | $6.88 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2024 年第 1 季之後清倉（21 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 1 季股數 | 2024 年第 1 季市值 | 2024 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ZMZoom Communications, Inc. | Stock | 4,060 | $26.5 萬 | 0.1% | 歷史 |
| State Street SPDR S&P Homebuilders ETF78464A888 | ETF | 945 | $10.5 萬 | <0.1% | – |
| ICEIntercontinental Exchange, Inc. | Stock | 340 | $4.67 萬 | <0.1% | 歷史 |
| ProShares Tr74347B714 | SHORT QQQ NEW | 5,000 | $4.38 萬 | <0.1% | – |
| Global X FDS37954Y780 | INTERNET OF THNG | 809 | $2.93 萬 | <0.1% | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 400 | $1.97 萬 | <0.1% | – |
| Schwab US Tips ETF808524870 | ETF | 352 | $1.84 萬 | <0.1% | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 196 | $1.58 萬 | <0.1% | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 195 | $1.31 萬 | <0.1% | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 227 | $8,083 | <0.1% | – |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 281 | $7,801 | <0.1% | – |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 131 | $7,471 | <0.1% | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 221 | $5,580 | <0.1% | – |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 110 | $4,635 | <0.1% | – |
| AXSMAxsome Therapeutics, Inc. | COM | 50 | $3,990 | <0.1% | 歷史 |
| AUPHAurinia Pharmaceuticals Inc. | COM | 531 | $2,660 | <0.1% | 歷史 |
| MMM3M Co | Stock | 25 | $2,652 | <0.1% | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 8 | $2,273 | <0.1% | 歷史 |
| Schwab Fundamental International Small Equity ETF808524748 | ETF | 35 | $1,241 | <0.1% | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 21 | $752 | <0.1% | – |
| QSQuantumScape Corp | COM CL A | 75 | $472 | <0.1% | 歷史 |