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 |
|---|---|---|---|---|---|---|---|
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 3,819 | $204.3 萬 | 0.9% | −50−1.3% | 減碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 23,382 | $213.1 萬 | 1.0% | −648−2.7% | 減碼 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 23,208 | $223.1 萬 | 1.0% | +3,206+16.0% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 24,540 | $291.0 萬 | 1.3% | −4,530−15.6% | 減碼 | – |
| iShares Tr464287846 | DOW JONES US ETF | 35,581 | $470.8 萬 | 2.1% | −577−1.6% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 97,577 | $553.1 萬 | 2.5% | +5,963+6.5% | 加碼 | – |
| Listed FDS Tr53656F623 | HORI KI INFL ETF | 222,824 | $728.2 萬 | 3.3% | +8,799+4.1% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 166,966 | $733.5 萬 | 3.3% | +587+0.4% | 加碼 | 歷史 |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 293,057 | $846.1 萬 | 3.9% | +33,584+12.9% | 加碼 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 87,007 | $875.7 萬 | 4.0% | −2,249−2.5% | 減碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 203,025 | $1,025 萬 | 4.7% | +2,430+1.2% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 149,448 | $1,155 萬 | 5.3% | −3,638−2.4% | 減碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 231,723 | $1,946 萬 | 8.9% | −4,569−1.9% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 49,586 | $2,376 萬 | 10.8% | −1,060−2.1% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 133,424 | $7,261 萬 | 33.1% | −2,340−1.7% | 減碼 | 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 |