Lowe Wealth Advisors, LLC
- SEC CIK
- 0001574010
- 最新申報
- 2025/10/16
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/8 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 372
- 較 2024 年第 4 季 +12
- 總值
- $2.35 億
- 較 2024 年第 4 季 +$70.8 萬 (+0.3%)
| 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 | 126,966 | $7,102 萬 | 30.2% | −3,122−2.4% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 44,600 | $2,091 萬 | 8.9% | −1,951−4.2% | 減碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 218,979 | $2,051 萬 | 8.7% | −7,784−3.4% | 減碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 155,215 | $1,225 萬 | 5.2% | +2,973+2.0% | 加碼 | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 395,826 | $1,157 萬 | 4.9% | +25,795+7.0% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 197,477 | $999.8 萬 | 4.2% | −1,867−0.9% | 減碼 | – |
| IAUiShares Gold Trust | ETF | 167,225 | $986.0 萬 | 4.2% | −1,179−0.7% | 減碼 | 歷史 |
| Listed FDS Tr53656F623 | HORI KI INFL ETF | 235,330 | $956.6 萬 | 4.1% | +4,340+1.9% | 加碼 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 81,278 | $817.8 萬 | 3.5% | −1,144−1.4% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 112,959 | $645.4 萬 | 2.7% | +2,984+2.7% | 加碼 | – |
| iShares Tr464287846 | DOW JONES US ETF | 34,016 | $463.0 萬 | 2.0% | −199−0.6% | 減碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 29,075 | $374.9 萬 | 1.6% | +2,638+10.0% | 加碼 | – |
| iShares Tr46435G524 | INTL DIV GRWTH | 46,687 | $338.2 萬 | 1.4% | +17,893+62.1% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 4,362 | $232.7 萬 | 1.0% | +62+1.4% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 23,796 | $222.4 萬 | 0.9% | +328+1.4% | 加碼 | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 47,255 | $217.2 萬 | 0.9% | +1,512+3.3% | 加碼 | – |
| Global X FDS37954Y830 | GLOBAL X COPPER | 54,172 | $211.7 萬 | 0.9% | +17,930+49.5% | 加碼 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 19,390 | $198.1 萬 | 0.8% | −8,589−30.7% | 減碼 | – |
| AB Active ETFs Inc00039J103 | ULTRA SHORT INCM | 26,510 | $134.2 萬 | 0.6% | +2,835+12.0% | 加碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 3,810 | $121.0 萬 | 0.5% | +30+0.8% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E727 | RAFI EMRGNG MRKT | 53,029 | $115.3 萬 | 0.5% | +2,997+6.0% | 加碼 | – |
| MKCMcCormick & Co Inc | Stock | 13,918 | $114.6 萬 | 0.5% | +20.0% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 3,021 | $113.4 萬 | 0.5% | +547+22.1% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q274 | SHORT DURA CORE | 23,717 | $112.0 萬 | 0.5% | +1,505+6.8% | 加碼 | – |
| SPDR Index Shs FDS78463X855 | S&P GBLINF ETF | 17,915 | $111.1 萬 | 0.5% | +11,660+186.4% | 加碼 | – |
| AAPLApple Inc. | Stock | 4,369 | $97.1 萬 | 0.4% | +602+16.0% | 加碼 | 歷史 |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 17,571 | $96.2 萬 | 0.4% | +1,110+6.7% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E743 | RAFI DVLPD MRKTS | 17,684 | $91.9 萬 | 0.4% | +125+0.7% | 加碼 | – |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 20,924 | $91.5 萬 | 0.4% | +947+4.7% | 加碼 | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 9,560 | $70.4 萬 | 0.3% | +6,704+234.7% | 加碼 | – |
| VanEck ETF Trust92189H730 | MORNINGSTAR SMID | 20,424 | $67.0 萬 | 0.3% | +2,001+10.9% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 3,310 | $64.2 萬 | 0.3% | +770+30.3% | 加碼 | – |
| iShares Inc464286319 | EM MKTS DIV ETF | 22,225 | $60.7 萬 | 0.3% | +5,024+29.2% | 加碼 | – |
| T Rowe Price Exchange-Traded87283Q867 | CAP APPRECIATION | 18,372 | $59.3 萬 | 0.3% | +1,799+10.9% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 4,972 | $59.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| VanEck ETF Trust92189H748 | CLO ETF | 9,969 | $52.7 萬 | 0.2% | +5,137+106.3% | 加碼 | – |
| AEEAmeren Corp | COM | 4,138 | $41.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 702 | $40.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,215 | $37.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 3,856 | $34.9 萬 | 0.1% | +623+19.3% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 4,297 | $32.5 萬 | 0.1% | −20−0.5% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 589 | $31.4 萬 | 0.1% | +184+45.4% | 加碼 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 3,381 | $31.0 萬 | 0.1% | +729+27.5% | 加碼 | – |
| iShares Core High Dividend ETF46429B663 | ETF | 2,510 | $30.4 萬 | 0.1% | 00.0% | 不變 | – |
| TJXTJX Companies Inc | Stock | 2,402 | $29.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PPLPPL Corp | COM | 8,004 | $28.9 萬 | 0.1% | +288+3.7% | 加碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 12,553 | $24.8 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 4,530 | $24.4 萬 | 0.1% | 00.0% | 不變 | – |
| IBMInternational Business Machines Corp | Stock | 980 | $24.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 2,484 | $21.9 萬 | 0.1% | 00.0% | 不變 | – |
| MPCMarathon Petroleum Corp | Stock | 1,421 | $20.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| UTGReaves Utility Income Fund | COM SH BEN INT | 6,150 | $20.0 萬 | 0.1% | −400−6.1% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 702 | $19.3 萬 | 0.1% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 975 | $18.6 萬 | 0.1% | −178−15.4% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 309 | $17.4 萬 | 0.1% | −5−1.6% | 減碼 | – |
| PEGPublic Service Enterprise Group Inc | COM | 2,044 | $16.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 1,256 | $16.5 萬 | 0.1% | +139+12.4% | 加碼 | – |
| HSYHershey Co | COM | 936 | $16.0 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 429 | $15.9 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 1,876 | $15.6 萬 | 0.1% | +651+53.1% | 加碼 | – |
| BMIBadger Meter Inc | COM | 780 | $14.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46434V696 | CORE MSCI PAC | 2,325 | $14.5 萬 | 0.1% | +150+6.9% | 加碼 | – |
| KOCoca Cola Co | Stock | 2,013 | $14.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TAT&T Inc. | Stock | 5,063 | $14.3 萬 | 0.1% | +193+4.0% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 406 | $14.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 1,388 | $14.2 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Select Dividend ETF464287168 | ETF | 1,017 | $13.7 萬 | 0.1% | +350+52.5% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 789 | $13.6 萬 | 0.1% | 00.0% | 不變 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,448 | $13.4 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 1,075 | $13.1 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 2,892 | $13.1 萬 | 0.1% | 00.0% | 不變 | – |
| Kraneshares Tr500767736 | QUADRTC INT RT | 6,700 | $12.5 萬 | 0.1% | 00.0% | 不變 | – |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 2,095 | $12.5 萬 | 0.1% | +594+39.6% | 加碼 | – |
| iShares Russell Midcap ETF464287499 | ETF | 1,458 | $12.4 萬 | 0.1% | −176−10.8% | 減碼 | – |
| PRUPrudential Financial Inc | Stock | 1,103 | $12.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46436E593 | IBOND DEC 2030 | 6,133 | $12.1 萬 | 0.1% | +6,133 | 新進 | – |
| BRBroadridge Financial Solutions, Inc. | Stock | 491 | $11.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 5,388 | $11.9 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr46436E833 | IBONDS 28 TRM TS | 5,345 | $11.9 萬 | 0.1% | +5,345 | 新進 | – |
| iShares Tr46436E825 | IBONDS 29 TRM TS | 5,447 | $11.9 萬 | 0.1% | +5,447 | 新進 | – |
| JNJJohnson & Johnson | Stock | 714 | $11.8 萬 | 0.1% | +101+16.5% | 加碼 | 歷史 |
| iShares Tr46434V407 | 0-5YR HI YL CP | 2,745 | $11.7 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 2,640 | $11.5 萬 | <0.1% | −23−0.9% | 減碼 | – |
| SPDR Series Trust78464A292 | ST STR PFD ETF | 3,538 | $11.5 萬 | <0.1% | 00.0% | 不變 | – |
| SBUXStarbucks Corp | Stock | 1,140 | $11.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 1,036 | $10.8 萬 | <0.1% | 00.0% | 不變 | – |
| CVXChevron Corp | Stock | 638 | $10.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMGNAmgen Inc | Stock | 338 | $10.5 萬 | <0.1% | +115+51.6% | 加碼 | 歷史 |
| LYVLive Nation Entertainment, Inc. | COM | 800 | $10.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 276 | $10.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 471 | $9.96 萬 | <0.1% | −1,478−75.8% | 減碼 | – |
| ENBEnbridge Inc | Stock | 2,123 | $9.41 萬 | <0.1% | +1,879+770.1% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 2,055 | $9.32 萬 | <0.1% | +4+0.2% | 加碼 | 歷史 |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 1,638 | $9.08 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Russell 2000 ETF464287655 | ETF | 449 | $8.95 萬 | <0.1% | −7−1.5% | 減碼 | – |
| SLFSun Life Financial Inc | COM | 1,542 | $8.83 萬 | <0.1% | +2+0.1% | 加碼 | 歷史 |
| GRMNGarmin Ltd | SHS | 400 | $8.69 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 1,078 | $8.66 萬 | <0.1% | −46−4.1% | 減碼 | – |
| iShares Tr46436E460 | IBONDS DEC 2031 | 4,250 | $8.64 萬 | <0.1% | +4,250 | 新進 | – |
| CEFSprott Physical Gold & Silver Trust | PHYSICAL GOLD AN | 3,000 | $8.52 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2024 年第 4 季之後清倉（18 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 15,857 | $69.8 萬 | 0.3% | – |
| MSTRStrategy Inc | Stock | 190 | $5.50 萬 | <0.1% | 歷史 |
| Abrdn ETFs003261203 | BBRG ALL COMMDY | 997 | $3.12 萬 | <0.1% | – |
| Pacer US Large Cap Cash Cows Growth Leaders ETF69374H360 | ETF | 632 | $2.02 萬 | <0.1% | – |
| PWRQuanta Services, Inc. | COM | 58 | $1.83 萬 | <0.1% | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 304 | $1.49 萬 | <0.1% | – |
| SBRSabine Royalty Trust | UNIT BEN INT | 160 | $1.04 萬 | <0.1% | 歷史 |
| DVNDevon Energy Corp | Stock | 258 | $8,444 | <0.1% | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 50 | $5,342 | <0.1% | – |
| KHCKraft Heinz Co | Stock | 131 | $4,023 | <0.1% | 歷史 |
| EMNEastman Chemical Co | Stock | 44 | $4,018 | <0.1% | 歷史 |
| LINLinde PLC | Stock | 8 | $3,349 | <0.1% | 歷史 |
| iShares Tr46436E866 | IBONDS 25 TRM TS | 130 | $3,032 | <0.1% | – |
| WTRGEssential Utilities, Inc. | COM | 77 | $2,797 | <0.1% | 歷史 |
| iShares Broad Usd Investment Grade Corporate Bond ETF464288620 | ETF | 53 | $2,665 | <0.1% | – |
| MGMMGM Resorts International | Stock | 63 | $2,183 | <0.1% | 歷史 |
| Wheeler Real Estate Investment Trust, Inc.963025309 | CPR | 700 | $2,138 | <0.1% | – |
| SYYSysco Corp | Stock | 17 | $1,300 | <0.1% | 歷史 |