Lowe Wealth Advisors, LLC
- SEC CIK
- 0001574010
- 最新申報
- 2025/10/16
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/8 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 365
- 較 2025 年第 1 季 −7
- 總值
- $2.56 億
- 較 2025 年第 1 季 +$2,080 萬 (+8.8%)
| 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 | 127,304 | $7,866 萬 | 30.7% | +338+0.3% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 44,516 | $2,456 萬 | 9.6% | −84−0.2% | 減碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 220,433 | $2,069 萬 | 8.1% | +1,454+0.7% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 164,563 | $1,308 萬 | 5.1% | +9,348+6.0% | 加碼 | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 426,638 | $1,250 萬 | 4.9% | +30,812+7.8% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 167,487 | $1,044 萬 | 4.1% | +262+0.2% | 加碼 | 歷史 |
| Listed FDS Tr53656F623 | HORI KI INFL ETF | 245,118 | $1,034 萬 | 4.0% | +9,788+4.2% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 200,946 | $1,018 萬 | 4.0% | +3,469+1.8% | 加碼 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 83,177 | $836.2 萬 | 3.3% | +1,899+2.3% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 115,741 | $658.0 萬 | 2.6% | +2,782+2.5% | 加碼 | – |
| iShares Tr464287846 | DOW JONES US ETF | 33,909 | $511.6 萬 | 2.0% | −107−0.3% | 減碼 | – |
| iShares Tr46435G524 | INTL DIV GRWTH | 63,145 | $498.2 萬 | 1.9% | +16,458+35.3% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 30,727 | $409.6 萬 | 1.6% | +1,652+5.7% | 加碼 | – |
| Global X FDS37954Y830 | GLOBAL X COPPER | 57,406 | $258.3 萬 | 1.0% | +3,234+6.0% | 加碼 | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 49,141 | $255.8 萬 | 1.0% | +1,886+4.0% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 4,335 | $245.6 萬 | 1.0% | −27−0.6% | 減碼 | 歷史 |
| SPDR Index Shs FDS78463X855 | S&P GBLINF ETF | 28,112 | $189.3 萬 | 0.7% | +10,197+56.9% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 2,998 | $149.1 萬 | 0.6% | −23−0.8% | 減碼 | 歷史 |
| AB Active ETFs Inc00039J103 | ULTRA SHORT INCM | 27,611 | $139.9 萬 | 0.5% | +1,101+4.2% | 加碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 3,785 | $132.9 萬 | 0.5% | −25−0.7% | 減碼 | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 16,339 | $130.9 萬 | 0.5% | +6,779+70.9% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E727 | RAFI EMRGNG MRKT | 53,229 | $124.5 萬 | 0.5% | +200+0.4% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q274 | SHORT DURA CORE | 23,716 | $112.5 萬 | 0.4% | −10.0% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E743 | RAFI DVLPD MRKTS | 19,174 | $110.1 萬 | 0.4% | +1,490+8.4% | 加碼 | – |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 23,092 | $109.6 萬 | 0.4% | +2,168+10.4% | 加碼 | – |
| MKCMcCormick & Co Inc | Stock | 13,921 | $105.5 萬 | 0.4% | +30.0% | 加碼 | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 10,377 | $104.5 萬 | 0.4% | −9,013−46.5% | 減碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 17,456 | $96.2 萬 | 0.4% | −115−0.7% | 減碼 | – |
| T Rowe Price Exchange-Traded87283Q867 | CAP APPRECIATION | 25,774 | $90.9 萬 | 0.4% | +7,402+40.3% | 加碼 | – |
| AAPLApple Inc. | Stock | 4,319 | $88.6 萬 | 0.3% | −50−1.1% | 減碼 | 歷史 |
| T Rowe Price ETF Inc87283Q784 | CAPITAL APPRECIA | 35,553 | $87.8 萬 | 0.3% | +35,553 | 新進 | – |
| VanEck ETF Trust92189H730 | MORNINGSTAR SMID | 19,892 | $69.2 萬 | 0.3% | −532−2.6% | 減碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 7,995 | $67.8 萬 | 0.3% | −15,801−66.4% | 減碼 | – |
| iShares Inc464286319 | EM MKTS DIV ETF | 22,725 | $65.1 萬 | 0.3% | +500+2.2% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 3,162 | $64.7 萬 | 0.3% | −148−4.5% | 減碼 | – |
| VanEck ETF Trust92189H748 | CLO ETF | 10,411 | $55.1 萬 | 0.2% | +442+4.4% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 4,934 | $53.2 萬 | 0.2% | −38−0.8% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 702 | $51.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 5,004 | $44.6 萬 | 0.2% | +1,148+29.8% | 加碼 | – |
| AEEAmeren Corp | COM | 4,138 | $39.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,215 | $37.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 3,114 | $37.1 萬 | 0.1% | +3,074+7,685.0% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 4,397 | $36.7 萬 | 0.1% | +100+2.3% | 加碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 3,819 | $35.0 萬 | 0.1% | +438+13.0% | 加碼 | – |
| TJXTJX Companies Inc | Stock | 2,402 | $29.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Core High Dividend ETF46429B663 | ETF | 2,510 | $29.4 萬 | 0.1% | 00.0% | 不變 | – |
| IBMInternational Business Machines Corp | Stock | 980 | $28.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 4,800 | $28.8 萬 | 0.1% | +270+6.0% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 574 | $27.9 萬 | 0.1% | −15−2.5% | 減碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 12,553 | $27.7 萬 | 0.1% | 00.0% | 不變 | – |
| PPLPPL Corp | COM | 8,004 | $27.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 782 | $23.8 萬 | 0.1% | +80+11.4% | 加碼 | – |
| MPCMarathon Petroleum Corp | Stock | 1,421 | $23.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| J P Morgan Exchange Traded F46641Q134 | INTRNL RES EQT | 3,226 | $22.8 萬 | 0.1% | +2,140+197.1% | 加碼 | – |
| UTGReaves Utility Income Fund | COM SH BEN INT | 6,250 | $22.6 萬 | 0.1% | +100+1.6% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 970 | $21.3 萬 | 0.1% | −5−0.5% | 減碼 | 歷史 |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 2,134 | $20.0 萬 | 0.1% | −350−14.1% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 309 | $19.2 萬 | 0.1% | 00.0% | 不變 | – |
| BMIBadger Meter Inc | COM | 780 | $19.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 429 | $18.8 萬 | 0.1% | 00.0% | 不變 | – |
| PEGPublic Service Enterprise Group Inc | COM | 2,044 | $17.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 1,876 | $16.9 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 1,388 | $16.1 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr46434V696 | CORE MSCI PAC | 2,325 | $16.0 萬 | 0.1% | 00.0% | 不變 | – |
| iShares S&P 100 ETF464287101 | ETF | 524 | $15.9 萬 | 0.1% | +300+133.9% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,448 | $15.9 萬 | 0.1% | 00.0% | 不變 | – |
| HSYHershey Co | COM | 937 | $15.5 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 5,101 | $14.8 萬 | 0.1% | +38+0.8% | 加碼 | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 1,075 | $14.5 萬 | 0.1% | 00.0% | 不變 | – |
| VVisa Inc. | Stock | 406 | $14.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 2,892 | $14.3 萬 | 0.1% | 00.0% | 不變 | – |
| KOCoca Cola Co | Stock | 2,013 | $14.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 789 | $13.9 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 3,004 | $13.9 萬 | 0.1% | +2,253+300.0% | 加碼 | – |
| iShares Select Dividend ETF464287168 | ETF | 1,017 | $13.5 萬 | 0.1% | 00.0% | 不變 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 484 | $13.5 萬 | 0.1% | +13+2.8% | 加碼 | – |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 2,095 | $13.1 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 2,640 | $12.7 萬 | <0.1% | 00.0% | 不變 | – |
| Kraneshares Tr500767736 | QUADRTC INT RT | 6,500 | $12.7 萬 | <0.1% | −200−3.0% | 減碼 | – |
| LYVLive Nation Entertainment, Inc. | COM | 800 | $12.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 491 | $11.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PRUPrudential Financial Inc | Stock | 1,103 | $11.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 1,036 | $11.3 萬 | <0.1% | 00.0% | 不變 | – |
| SPDR Series Trust78464A292 | ST STR PFD ETF | 3,538 | $11.2 萬 | <0.1% | 00.0% | 不變 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 4,373 | $10.7 萬 | <0.1% | −1,015−18.8% | 減碼 | – |
| SBUXStarbucks Corp | Stock | 1,140 | $10.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 1,078 | $10.3 萬 | <0.1% | 00.0% | 不變 | – |
| HDHome Depot, Inc. | Stock | 276 | $10.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 1,638 | $9.98 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr46436E593 | IBOND DEC 2030 | 4,937 | $9.79 萬 | <0.1% | −1,196−19.5% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 449 | $9.68 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr46436E825 | IBONDS 29 TRM TS | 4,369 | $9.58 萬 | <0.1% | −1,078−19.8% | 減碼 | – |
| iShares Tr46436E833 | IBONDS 28 TRM TS | 4,218 | $9.43 萬 | <0.1% | −1,127−21.1% | 減碼 | – |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 2,864 | $9.35 萬 | <0.1% | 00.0% | 不變 | – |
| TSLATesla, Inc. | Stock | 291 | $9.24 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 638 | $9.14 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 400 | $9.06 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CEFSprott Physical Gold & Silver Trust | PHYSICAL GOLD AN | 3,000 | $9.03 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 590 | $9.01 萬 | <0.1% | −124−17.4% | 減碼 | 歷史 |
| ENBEnbridge Inc | Stock | 1,982 | $8.98 萬 | <0.1% | −141−6.6% | 減碼 | 歷史 |
2025 年第 1 季之後清倉（13 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr46434V407 | 0-5YR HI YL CP | 2,745 | $11.7 萬 | <0.1% | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 200 | $2.07 萬 | <0.1% | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 205 | $1.86 萬 | <0.1% | – |
| TYTRI-CONTINENTAL Corp | COM | 600 | $1.84 萬 | <0.1% | 歷史 |
| LLYEli Lilly & Co | Stock | 6 | $4,955 | <0.1% | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 50 | $4,450 | <0.1% | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 54 | $4,355 | <0.1% | – |
| CMGChipotle Mexican Grill Inc | COM | 50 | $2,511 | <0.1% | 歷史 |
| MASMasco Corp | COM | 34 | $2,364 | <0.1% | 歷史 |
| SHWSherwin Williams Co | COM | 6 | $2,095 | <0.1% | 歷史 |
| CRLCharles River Laboratories International, Inc. | COM | 11 | $1,656 | <0.1% | 歷史 |
| POOLPool Corp | COM | 5 | $1,592 | <0.1% | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 50 | $559 | <0.1% | 歷史 |