Lowe Wealth Advisors, LLC
- SEC CIK
- 0001574010
- 最新申報
- 2025/10/16
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/10/2 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 318
- 較 2024 年第 2 季 +3
- 總值
- $2.32 億
- 較 2024 年第 2 季 +$1,259 萬 (+5.7%)
| 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 | 132,009 | $7,574 萬 | 32.6% | −1,415−1.1% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 47,206 | $2,304 萬 | 9.9% | −2,380−4.8% | 減碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 231,921 | $2,118 萬 | 9.1% | +198+0.1% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 155,322 | $1,234 萬 | 5.3% | +5,874+3.9% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 199,294 | $1,011 萬 | 4.4% | −3,731−1.8% | 減碼 | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 317,780 | $934.6 萬 | 4.0% | +24,723+8.4% | 加碼 | – |
| Listed FDS Tr53656F623 | HORI KI INFL ETF | 230,564 | $866.7 萬 | 3.7% | +7,740+3.5% | 加碼 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 85,642 | $862.3 萬 | 3.7% | −1,365−1.6% | 減碼 | – |
| IAUiShares Gold Trust | ETF | 168,076 | $835.3 萬 | 3.6% | +1,110+0.7% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 101,177 | $602.1 萬 | 2.6% | +3,600+3.7% | 加碼 | – |
| iShares Tr464287846 | DOW JONES US ETF | 34,982 | $488.3 萬 | 2.1% | −599−1.7% | 減碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 25,841 | $331.3 萬 | 1.4% | +1,301+5.3% | 加碼 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 23,673 | $252.7 萬 | 1.1% | +465+2.0% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 4,181 | $238.2 萬 | 1.0% | +362+9.5% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 22,876 | $200.8 萬 | 0.9% | −506−2.2% | 減碼 | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 48,611 | $193.6 萬 | 0.8% | +3,434+7.6% | 加碼 | – |
| Global X FDS37954Y830 | GLOBAL X COPPER | 34,332 | $162.3 萬 | 0.7% | +1,258+3.8% | 加碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 4,289 | $140.1 萬 | 0.6% | −327−7.1% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 2,747 | $118.2 萬 | 0.5% | +58+2.2% | 加碼 | 歷史 |
| MKCMcCormick & Co Inc | Stock | 13,914 | $114.5 萬 | 0.5% | +20.0% | 加碼 | 歷史 |
| AB Active ETFs Inc00039J103 | ULTRA SHORT INCM | 22,153 | $112.6 萬 | 0.5% | +773+3.6% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q274 | SHORT DURA CORE | 23,412 | $111.3 萬 | 0.5% | +874+3.9% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E727 | RAFI EMRGNG MRKT | 49,204 | $108.0 萬 | 0.5% | +5,972+13.8% | 加碼 | – |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 20,137 | $101.6 萬 | 0.4% | +809+4.2% | 加碼 | – |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 20,541 | $95.6 萬 | 0.4% | +901+4.6% | 加碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 15,298 | $88.5 萬 | 0.4% | +2,081+15.7% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E743 | RAFI DVLPD MRKTS | 16,834 | $87.8 萬 | 0.4% | +425+2.6% | 加碼 | – |
| AAPLApple Inc. | Stock | 3,643 | $84.9 萬 | 0.4% | +169+4.9% | 加碼 | 歷史 |
| iShares Tr46435G524 | INTL DIV GRWTH | 9,650 | $72.0 萬 | 0.3% | +8,611+828.8% | 加碼 | – |
| iShares Inc464286400 | MSCI BRAZIL ETF | 23,279 | $68.6 萬 | 0.3% | +183+0.8% | 加碼 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 2,514 | $61.7 萬 | 0.3% | −1,706−40.4% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 4,913 | $57.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| T Rowe Price Exchange-Traded87283Q867 | CAP APPRECIATION | 15,945 | $53.0 萬 | 0.2% | +3,415+27.3% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,525 | $50.0 萬 | 0.2% | 00.0% | 不變 | – |
| VanEck ETF Trust92189H730 | MORNINGSTAR SMID | 13,374 | $46.8 萬 | 0.2% | +3,210+31.6% | 加碼 | – |
| iShares Inc464286319 | EM MKTS DIV ETF | 15,100 | $43.3 萬 | 0.2% | +778+5.4% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 692 | $39.6 萬 | 0.2% | +1+0.1% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 4,657 | $36.3 萬 | 0.2% | −50−1.1% | 減碼 | – |
| AEEAmeren Corp | COM | 4,138 | $36.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,215 | $33.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 5,830 | $33.5 萬 | 0.1% | −35−0.6% | 減碼 | – |
| iShares Core High Dividend ETF46429B663 | ETF | 2,510 | $29.5 萬 | 0.1% | −25−1.0% | 減碼 | – |
| SPDR Index Shs FDS78463X855 | S&P GBLINF ETF | 4,762 | $29.4 萬 | 0.1% | +4,141+666.8% | 加碼 | – |
| TJXTJX Companies Inc | Stock | 2,402 | $28.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PPLPPL Corp | COM | 7,890 | $26.1 萬 | 0.1% | −199−2.5% | 減碼 | 歷史 |
| UTGReaves Utility Income Fund | COM SH BEN INT | 7,750 | $25.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 2,452 | $23.9 萬 | 0.1% | −100−3.9% | 減碼 | – |
| MPCMarathon Petroleum Corp | Stock | 1,421 | $23.1 萬 | 0.1% | −15−1.0% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 980 | $21.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 2,044 | $18.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 1,875 | $18.2 萬 | 0.1% | +35+1.9% | 加碼 | – |
| HSYHershey Co | COM | 934 | $17.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 940 | $17.5 萬 | 0.1% | +25+2.7% | 加碼 | 歷史 |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 2,369 | $17.4 萬 | 0.1% | +874+58.5% | 加碼 | – |
| BMIBadger Meter Inc | COM | 780 | $17.0 萬 | 0.1% | −80−9.3% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 429 | $16.5 萬 | 0.1% | 00.0% | 不變 | – |
| Kraneshares Tr500767736 | QUADRTC INT RT | 8,450 | $16.3 萬 | 0.1% | +250+3.0% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 542 | $15.3 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 1,388 | $15.1 萬 | 0.1% | −200−12.6% | 減碼 | – |
| iShares Tr46434V696 | CORE MSCI PAC | 2,175 | $14.5 萬 | 0.1% | 00.0% | 不變 | – |
| KOCoca Cola Co | Stock | 2,013 | $14.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 1,077 | $14.2 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 3,198 | $13.9 萬 | 0.1% | −60−1.8% | 減碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,448 | $13.9 萬 | 0.1% | −200−12.1% | 減碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 1,075 | $13.6 萬 | 0.1% | 00.0% | 不變 | – |
| VVisa Inc. | Stock | 466 | $12.8 萬 | 0.1% | +8+1.7% | 加碼 | 歷史 |
| SPDR Series Trust78464A292 | ST STR PFD ETF | 3,538 | $12.6 萬 | 0.1% | 00.0% | 不變 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 1,796 | $12.2 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 1,036 | $12.1 萬 | 0.1% | 00.0% | 不變 | – |
| PRUPrudential Financial Inc | Stock | 976 | $11.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 2,561 | $11.7 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 1,225 | $10.8 萬 | <0.1% | 00.0% | 不變 | – |
| SBUXStarbucks Corp | Stock | 1,108 | $10.8 萬 | <0.1% | −45−3.9% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 182 | $10.6 萬 | <0.1% | −5−2.7% | 減碼 | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 491 | $10.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 259 | $10.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 611 | $9.89 萬 | <0.1% | −35−5.4% | 減碼 | 歷史 |
| WisdomTree Tr97717W406 | US AI ENHANCED | 863 | $9.61 萬 | <0.1% | 00.0% | 不變 | – |
| LNKBLINKBANCORP, Inc. | COMMON STOCK | 14,814 | $9.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 1,638 | $9.37 萬 | <0.1% | 00.0% | 不變 | – |
| VZVerizon Communications Inc | Stock | 2,051 | $9.21 萬 | <0.1% | −26−1.3% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 618 | $9.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 667 | $9.01 萬 | <0.1% | 00.0% | 不變 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 1,110 | $8.97 萬 | <0.1% | −625−36.0% | 減碼 | – |
| LYVLive Nation Entertainment, Inc. | COM | 816 | $8.93 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SLFSun Life Financial Inc | COM | 1,538 | $8.92 萬 | <0.1% | +3+0.2% | 加碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 2,138 | $8.79 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr46429B291 | A RATE CP BD ETF | 1,785 | $8.77 萬 | <0.1% | −400−18.3% | 減碼 | – |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 2,864 | $8.72 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 1,018 | $8.46 萬 | <0.1% | −17−1.6% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 182 | $8.38 萬 | <0.1% | +62+51.7% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,331 | $8.29 萬 | <0.1% | 00.0% | 不變 | – |
| GISGeneral Mills Inc | Stock | 1,117 | $8.25 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NEMNEWMONT Corp | Stock | 1,490 | $7.96 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 831 | $7.63 萬 | <0.1% | +73+9.6% | 加碼 | – |
| iShares Inc464286822 | MSCI MEXICO ETF | 1,399 | $7.51 萬 | <0.1% | −449−24.3% | 減碼 | – |
| CEFSprott Physical Gold & Silver Trust | PHYSICAL GOLD AN | 3,000 | $7.35 萬 | <0.1% | −1,000−25.0% | 減碼 | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 2,410 | $7.29 萬 | <0.1% | 00.0% | 不變 | – |
| WMTWalmart Inc. | Stock | 897 | $7.24 萬 | <0.1% | +165+22.5% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 412 | $7.19 萬 | <0.1% | 00.0% | 不變 | – |
2024 年第 2 季之後清倉（10 檔）
2024 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 2 季股數 | 2024 年第 2 季市值 | 2024 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| JOEST JOE Co | COM | 1,154 | $6.31 萬 | <0.1% | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 544 | $4.81 萬 | <0.1% | – |
| Invesco Exch TRD SLF Idx FD46138J619 | RUSL 1000 DYNM | 900 | $4.72 萬 | <0.1% | – |
| GLNGGolar LNG Ltd | SHS | 1,441 | $4.52 萬 | <0.1% | 歷史 |
| NVDANVIDIA Corp | Stock | 200 | $2.47 萬 | <0.1% | 歷史 |
| XYZBlock, Inc. | CL A | 200 | $1.29 萬 | <0.1% | 歷史 |
| iShares Semiconductor ETF464287523 | ETF | 50 | $1.23 萬 | <0.1% | – |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 200 | $8,424 | <0.1% | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 75 | $4,232 | <0.1% | – |
| SCORComscore, Inc. | COM NEW | 25 | $355 | <0.1% | 歷史 |