Lowe Wealth Advisors, LLC
- SEC CIK
- 0001574010
- 最新申報
- 2025/10/16
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/1/10 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 360
- 較 2024 年第 3 季 +42
- 總值
- $2.35 億
- 較 2024 年第 3 季 +$253.3 萬 (+1.1%)
| 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 | 130,088 | $7,624 萬 | 32.5% | −1,921−1.5% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 46,551 | $2,380 萬 | 10.1% | −655−1.4% | 減碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 226,763 | $2,013 萬 | 8.6% | −5,158−2.2% | 減碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 152,242 | $1,188 萬 | 5.1% | −3,080−2.0% | 減碼 | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 370,031 | $1,073 萬 | 4.6% | +52,251+16.4% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 199,344 | $1,004 萬 | 4.3% | +500.0% | 加碼 | – |
| Listed FDS Tr53656F623 | HORI KI INFL ETF | 230,990 | $879.6 萬 | 3.7% | +426+0.2% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 168,404 | $833.8 萬 | 3.6% | +328+0.2% | 加碼 | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 82,422 | $827.0 萬 | 3.5% | −3,220−3.8% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 109,975 | $632.7 萬 | 2.7% | +8,798+8.7% | 加碼 | – |
| iShares Tr464287846 | DOW JONES US ETF | 34,215 | $489.6 萬 | 2.1% | −767−2.2% | 減碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 26,437 | $337.3 萬 | 1.4% | +596+2.3% | 加碼 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 27,979 | $278.5 萬 | 1.2% | +4,306+18.2% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 4,300 | $244.9 萬 | 1.0% | +119+2.8% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 23,468 | $201.0 萬 | 0.9% | +592+2.6% | 加碼 | – |
| iShares Tr46435G524 | INTL DIV GRWTH | 28,794 | $195.7 萬 | 0.8% | +19,144+198.4% | 加碼 | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 45,743 | $155.1 萬 | 0.7% | −2,868−5.9% | 減碼 | – |
| Global X FDS37954Y830 | GLOBAL X COPPER | 36,242 | $138.4 萬 | 0.6% | +1,910+5.6% | 加碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 3,780 | $126.3 萬 | 0.5% | −509−11.9% | 減碼 | – |
| AB Active ETFs Inc00039J103 | ULTRA SHORT INCM | 23,675 | $119.2 萬 | 0.5% | +1,522+6.9% | 加碼 | – |
| MKCMcCormick & Co Inc | Stock | 13,916 | $106.1 萬 | 0.5% | +20.0% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,474 | $104.3 萬 | 0.4% | −273−9.9% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q274 | SHORT DURA CORE | 22,212 | $103.6 萬 | 0.4% | −1,200−5.1% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E727 | RAFI EMRGNG MRKT | 50,032 | $102.5 萬 | 0.4% | +828+1.7% | 加碼 | – |
| AAPLApple Inc. | Stock | 3,767 | $94.3 萬 | 0.4% | +124+3.4% | 加碼 | 歷史 |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 16,461 | $93.0 萬 | 0.4% | +1,163+7.6% | 加碼 | – |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 19,977 | $90.4 萬 | 0.4% | −160−0.8% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E743 | RAFI DVLPD MRKTS | 17,559 | $84.1 萬 | 0.4% | +725+4.3% | 加碼 | – |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 15,857 | $69.8 萬 | 0.3% | −4,684−22.8% | 減碼 | – |
| VanEck ETF Trust92189H730 | MORNINGSTAR SMID | 18,423 | $63.5 萬 | 0.3% | +5,049+37.8% | 加碼 | – |
| T Rowe Price Exchange-Traded87283Q867 | CAP APPRECIATION | 16,573 | $55.1 萬 | 0.2% | +628+3.9% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 4,972 | $53.5 萬 | 0.2% | +59+1.2% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,540 | $49.7 萬 | 0.2% | +15+0.6% | 加碼 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 1,949 | $47.2 萬 | 0.2% | −565−22.5% | 減碼 | – |
| iShares Inc464286319 | EM MKTS DIV ETF | 17,201 | $44.4 萬 | 0.2% | +2,101+13.9% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 702 | $41.1 萬 | 0.2% | +10+1.4% | 加碼 | 歷史 |
| SPDR Index Shs FDS78463X855 | S&P GBLINF ETF | 6,255 | $37.0 萬 | 0.2% | +1,493+31.4% | 加碼 | – |
| AEEAmeren Corp | COM | 4,138 | $36.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,215 | $35.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 4,317 | $30.3 萬 | 0.1% | −340−7.3% | 減碼 | – |
| TJXTJX Companies Inc | Stock | 2,402 | $29.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 3,233 | $28.8 萬 | 0.1% | +781+31.9% | 加碼 | – |
| iShares Core High Dividend ETF46429B663 | ETF | 2,510 | $28.2 萬 | 0.1% | 00.0% | 不變 | – |
| VanEck ETF Trust92189H748 | CLO ETF | 4,832 | $25.5 萬 | 0.1% | +4,701+3,588.5% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 1,153 | $25.3 萬 | 0.1% | +213+22.7% | 加碼 | 歷史 |
| PPLPPL Corp | COM | 7,716 | $25.0 萬 | 0.1% | −174−2.2% | 減碼 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 2,652 | $24.2 萬 | 0.1% | +1,821+219.1% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 4,530 | $23.7 萬 | 0.1% | −1,300−22.3% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 12,553 | $23.2 萬 | 0.1% | +8,277+193.6% | 加碼依 2 比 1 拆股換算 | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 2,484 | $23.0 萬 | 0.1% | +609+32.5% | 加碼 | – |
| IBMInternational Business Machines Corp | Stock | 980 | $21.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| UTGReaves Utility Income Fund | COM SH BEN INT | 6,550 | $20.8 萬 | 0.1% | −1,200−15.5% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 702 | $20.3 萬 | 0.1% | +160+29.5% | 加碼 | – |
| MPCMarathon Petroleum Corp | Stock | 1,421 | $19.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 2,856 | $19.4 萬 | 0.1% | +487+20.6% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 314 | $18.5 萬 | 0.1% | +224+248.9% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 405 | $18.4 萬 | 0.1% | +223+122.5% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 429 | $17.6 萬 | 0.1% | 00.0% | 不變 | – |
| PEGPublic Service Enterprise Group Inc | COM | 2,044 | $17.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BMIBadger Meter Inc | COM | 780 | $16.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HSYHershey Co | COM | 935 | $15.8 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 1,388 | $15.3 萬 | 0.1% | 00.0% | 不變 | – |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 1,117 | $14.8 萬 | 0.1% | +40+3.7% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,448 | $14.7 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Russell Midcap ETF464287499 | ETF | 1,634 | $14.4 萬 | 0.1% | +1,034+172.3% | 加碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 1,075 | $13.8 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 789 | $13.4 萬 | 0.1% | +377+91.5% | 加碼 | – |
| iShares Tr46434V696 | CORE MSCI PAC | 2,175 | $13.3 萬 | 0.1% | 00.0% | 不變 | – |
| PRUPrudential Financial Inc | Stock | 1,103 | $13.1 萬 | 0.1% | +127+13.0% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 406 | $12.8 萬 | 0.1% | −60−12.9% | 減碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 2,892 | $12.7 萬 | 0.1% | +1,704+143.4% | 加碼 | – |
| TSLATesla, Inc. | Stock | 315 | $12.7 萬 | 0.1% | +109+52.9% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 2,013 | $12.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 5,388 | $12.5 萬 | 0.1% | 00.0% | 不變依 3 比 1 拆股換算 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 1,036 | $11.9 萬 | 0.1% | 00.0% | 不變 | – |
| Kraneshares Tr500767736 | QUADRTC INT RT | 6,700 | $11.9 萬 | 0.1% | −1,750−20.7% | 減碼 | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 2,745 | $11.7 萬 | <0.1% | −453−14.2% | 減碼 | – |
| SPDR Series Trust78464A292 | ST STR PFD ETF | 3,538 | $11.7 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 2,663 | $11.1 萬 | <0.1% | +102+4.0% | 加碼 | – |
| BRBroadridge Financial Solutions, Inc. | Stock | 491 | $11.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TAT&T Inc. | Stock | 4,870 | $11.1 萬 | <0.1% | +3,793+352.2% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 276 | $10.7 萬 | <0.1% | +17+6.6% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 1,101 | $10.7 萬 | <0.1% | +959+675.4% | 加碼 | – |
| SBUXStarbucks Corp | Stock | 1,140 | $10.4 萬 | <0.1% | +32+2.9% | 加碼 | 歷史 |
| LYVLive Nation Entertainment, Inc. | COM | 800 | $10.4 萬 | <0.1% | −16−2.0% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 456 | $10.1 萬 | <0.1% | +431+1,724.0% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 1,124 | $9.88 萬 | <0.1% | +543+93.5% | 加碼 | – |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 1,225 | $9.80 萬 | <0.1% | 00.0% | 不變 | – |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 1,501 | $9.31 萬 | <0.1% | +675+81.7% | 加碼 | – |
| CVXChevron Corp | Stock | 638 | $9.24 萬 | <0.1% | +20+3.2% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 1,018 | $9.20 萬 | <0.1% | +121+13.5% | 加碼 | 歷史 |
| SLFSun Life Financial Inc | COM | 1,540 | $9.14 萬 | <0.1% | +2+0.1% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 613 | $8.86 萬 | <0.1% | +2+0.3% | 加碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 667 | $8.76 萬 | <0.1% | 00.0% | 不變 | – |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 1,638 | $8.54 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,361 | $8.48 萬 | <0.1% | +30+2.3% | 加碼 | – |
| GRMNGarmin Ltd | SHS | 400 | $8.25 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 2,051 | $8.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LMTLockheed Martin Corp | Stock | 167 | $8.12 萬 | <0.1% | −15−8.2% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 88 | $8.06 萬 | <0.1% | +7+8.6% | 加碼 | 歷史 |
2024 年第 3 季之後清倉（19 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 3 季股數 | 2024 年第 3 季市值 | 2024 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Inc464286400 | MSCI BRAZIL ETF | 23,279 | $68.6 萬 | 0.3% | – |
| ProShares Tr74347B425 | SHORT S&P 500 NE | 6,005 | $6.52 萬 | <0.1% | – |
| ELVElevance Health, Inc. | Stock | 97 | $5.04 萬 | <0.1% | 歷史 |
| VALEVale S.A. | SPONSORED ADS | 3,995 | $4.67 萬 | <0.1% | 歷史 |
| GDGeneral Dynamics Corp | Stock | 100 | $3.02 萬 | <0.1% | 歷史 |
| TWTradeweb Markets Inc. | Stock | 152 | $1.88 萬 | <0.1% | 歷史 |
| DGDollar General Corp | COM | 200 | $1.69 萬 | <0.1% | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 60 | $1.50 萬 | <0.1% | 歷史 |
| AEMAgnico Eagle Mines Ltd | Stock | 172 | $1.39 萬 | <0.1% | 歷史 |
| SRCLStericycle Inc | COM | 200 | $1.22 萬 | <0.1% | 歷史 |
| PAASPan American Silver Corp | Stock | 479 | $9,997 | <0.1% | 歷史 |
| NCLHNorwegian Cruise Line Holdings Ltd. | SHS | 193 | $3,958 | <0.1% | 歷史 |
| iShares Tr46436E833 | IBONDS 28 TRM TS | 102 | $2,296 | <0.1% | – |
| iShares Tr46436E841 | IBONDS 27 TRM TS | 101 | $2,286 | <0.1% | – |
| iShares Tr46436E858 | IBONDS 26 TRM TS | 99 | $2,283 | <0.1% | – |
| iShares Tr46436E874 | IBONDS 24 TRM TS | 94 | $2,256 | <0.1% | – |
| RCLRoyal Caribbean Cruises Ltd | COM | 10 | $1,774 | <0.1% | 歷史 |
| MEDMedifast Inc | COM | 30 | $574 | <0.1% | 歷史 |
| DRIDarden Restaurants Inc | COM | 1 | $164 | <0.1% | 歷史 |