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 |
|---|---|---|---|---|---|---|---|
| Abrdn ETFs003261203 | BBRG ALL COMMDY | 997 | $3.12 萬 | <0.1% | +997 | 新進 | – |
| METMetlife Inc | Stock | 385 | $3.15 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SNPSSynopsys Inc | COM | 65 | $3.15 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Inc464286822 | MSCI MEXICO ETF | 699 | $3.27 萬 | <0.1% | −700−50.0% | 減碼 | – |
| GEVGE Vernova Inc. | Stock | 101 | $3.32 萬 | <0.1% | +10+11.0% | 加碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 71 | $3.33 萬 | <0.1% | −7−9.0% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 200 | $3.33 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 92 | $3.34 萬 | <0.1% | +16+21.1% | 加碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 1,339 | $3.46 萬 | <0.1% | +1,339 | 新進 | – |
| iShares Tr46429B291 | A RATE CP BD ETF | 765 | $3.58 萬 | <0.1% | −1,020−57.1% | 減碼 | – |
| INTCIntel Corp | Stock | 1,792 | $3.59 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 281 | $3.61 萬 | <0.1% | 00.0% | 不變 | – |
| NEMNEWMONT Corp | Stock | 990 | $3.68 萬 | <0.1% | −500−33.6% | 減碼 | 歷史 |
| BABoeing Co | Stock | 223 | $3.95 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SYKStryker Corp | Stock | 110 | $3.96 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 712 | $4.09 萬 | <0.1% | 00.0% | 不變 | – |
| MAINMain Street Capital CORP | CEF | 700 | $4.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 277 | $4.21 萬 | <0.1% | +19+7.4% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 742 | $4.30 萬 | <0.1% | +742 | 新進 | – |
| MCDMcDonalds Corp | Stock | 150 | $4.35 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| XELXcel Energy Inc | Stock | 658 | $4.44 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PLDPrologis, Inc. | REIT | 423 | $4.47 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288521 | CRE U S REIT ETF | 798 | $4.57 萬 | <0.1% | 00.0% | 不變 | – |
| NVDANVIDIA Corp | Stock | 341 | $4.58 萬 | <0.1% | +341 | 新進 | 歷史 |
| DUKDuke Energy CORP | Stock | 435 | $4.69 萬 | <0.1% | +53+13.9% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 201 | $4.82 萬 | <0.1% | +51+34.0% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138G698 | S&P 500 REVENUE | 500 | $4.90 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 1,033 | $4.94 萬 | <0.1% | +990+2,302.3% | 加碼 | – |
| AEPAmerican Electric Power Co Inc | Stock | 541 | $4.99 萬 | <0.1% | +30+5.9% | 加碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 1,330 | $5.06 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DNPDNP Select Income Fund Inc | COM | 5,794 | $5.11 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 533 | $5.30 萬 | <0.1% | −100−15.8% | 減碼 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 100 | $5.32 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 695 | $5.37 萬 | <0.1% | +695 | 新進 | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 602 | $5.38 萬 | <0.1% | +602 | 新進 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 200 | $5.39 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464288448 | INTL SEL DIV ETF | 2,000 | $5.48 萬 | <0.1% | −410−17.0% | 減碼 | – |
| MSTRStrategy Inc | Stock | 190 | $5.50 萬 | <0.1% | +190 | 新進 | 歷史 |
| SLViShares Silver Trust | ETF | 2,116 | $5.57 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MAMastercard Inc | Stock | 108 | $5.69 萬 | <0.1% | +21+24.1% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 223 | $5.81 萬 | <0.1% | +19+9.3% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 522 | $5.81 萬 | <0.1% | −54−9.4% | 減碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 2,124 | $5.89 萬 | <0.1% | 00.0% | 不變依 3 比 1 拆股換算 | – |
| PNCPNC Financial Services Group, Inc. | Stock | 308 | $5.94 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 1,781 | $6.02 萬 | <0.1% | 00.0% | 不變 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 460 | $6.06 萬 | <0.1% | +360+360.0% | 加碼 | – |
| GEGeneral Electric Co | Stock | 371 | $6.19 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 220 | $6.38 萬 | <0.1% | +20+10.0% | 加碼 | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 224 | $6.47 萬 | <0.1% | 00.0% | 不變 | – |
| UNHUnitedHealth Group Inc | Stock | 134 | $6.76 萬 | <0.1% | +26+24.1% | 加碼 | 歷史 |
| WisdomTree Tr97717W406 | US AI ENHANCED | 641 | $6.83 萬 | <0.1% | −222−25.7% | 減碼 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 935 | $7.08 萬 | <0.1% | −175−15.8% | 減碼 | – |
| ROKRockwell Automation, Inc | Stock | 248 | $7.09 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GISGeneral Mills Inc | Stock | 1,117 | $7.12 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CEFSprott Physical Gold & Silver Trust | PHYSICAL GOLD AN | 3,000 | $7.13 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 2,520 | $7.22 萬 | <0.1% | +1,804+252.0% | 加碼 | – |
| LNKBLINKBANCORP, Inc. | COMMON STOCK | 9,876 | $7.39 萬 | <0.1% | −4,938−33.3% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 400 | $7.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 417 | $7.94 萬 | <0.1% | +117+39.0% | 加碼 | 歷史 |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 2,864 | $8.00 萬 | <0.1% | 00.0% | 不變 | – |
| COSTCostco Wholesale Corp | Stock | 88 | $8.06 萬 | <0.1% | +7+8.6% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 167 | $8.12 萬 | <0.1% | −15−8.2% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 2,051 | $8.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GRMNGarmin Ltd | SHS | 400 | $8.25 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,361 | $8.48 萬 | <0.1% | +30+2.3% | 加碼 | – |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 1,638 | $8.54 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Select Dividend ETF464287168 | ETF | 667 | $8.76 萬 | <0.1% | 00.0% | 不變 | – |
| JNJJohnson & Johnson | Stock | 613 | $8.86 萬 | <0.1% | +2+0.3% | 加碼 | 歷史 |
| SLFSun Life Financial Inc | COM | 1,540 | $9.14 萬 | <0.1% | +2+0.1% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 1,018 | $9.20 萬 | <0.1% | +121+13.5% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 638 | $9.24 萬 | <0.1% | +20+3.2% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 1,501 | $9.31 萬 | <0.1% | +675+81.7% | 加碼 | – |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 1,225 | $9.80 萬 | <0.1% | 00.0% | 不變 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 1,124 | $9.88 萬 | <0.1% | +543+93.5% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 456 | $10.1 萬 | <0.1% | +431+1,724.0% | 加碼 | – |
| LYVLive Nation Entertainment, Inc. | COM | 800 | $10.4 萬 | <0.1% | −16−2.0% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 1,140 | $10.4 萬 | <0.1% | +32+2.9% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 1,101 | $10.7 萬 | <0.1% | +959+675.4% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 276 | $10.7 萬 | <0.1% | +17+6.6% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 4,870 | $11.1 萬 | <0.1% | +3,793+352.2% | 加碼 | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 491 | $11.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 2,663 | $11.1 萬 | <0.1% | +102+4.0% | 加碼 | – |
| SPDR Series Trust78464A292 | ST STR PFD ETF | 3,538 | $11.7 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 2,745 | $11.7 萬 | <0.1% | −453−14.2% | 減碼 | – |
| Kraneshares Tr500767736 | QUADRTC INT RT | 6,700 | $11.9 萬 | 0.1% | −1,750−20.7% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 1,036 | $11.9 萬 | 0.1% | 00.0% | 不變 | – |
| 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 | – |
| KOCoca Cola Co | Stock | 2,013 | $12.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 315 | $12.7 萬 | 0.1% | +109+52.9% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 2,892 | $12.7 萬 | 0.1% | +1,704+143.4% | 加碼 | – |
| VVisa Inc. | Stock | 406 | $12.8 萬 | 0.1% | −60−12.9% | 減碼 | 歷史 |
| PRUPrudential Financial Inc | Stock | 1,103 | $13.1 萬 | 0.1% | +127+13.0% | 加碼 | 歷史 |
| iShares Tr46434V696 | CORE MSCI PAC | 2,175 | $13.3 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 789 | $13.4 萬 | 0.1% | +377+91.5% | 加碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 1,075 | $13.8 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 S&P 500 Growth ETF464287309 | ETF | 1,448 | $14.7 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 Tr464288570 | ESG MSCI KLD ETF | 1,388 | $15.3 萬 | 0.1% | 00.0% | 不變 | – |
| HSYHershey Co | COM | 935 | $15.8 萬 | 0.1% | +1+0.1% | 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 |