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 |
|---|---|---|---|---|---|---|---|
| SYKStryker Corp | Stock | 80 | $3.17 萬 | <0.1% | −30−27.3% | 減碼 | 歷史 |
| iShares Inc464286822 | MSCI MEXICO ETF | 529 | $3.20 萬 | <0.1% | +20+3.9% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 1,339 | $3.39 萬 | <0.1% | 00.0% | 不變 | – |
| KRPKimbell Royalty Partners, LP | UNIT | 2,459 | $3.43 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR S&P Regional Banking ETF78464A698 | ETF | 581 | $3.45 萬 | <0.1% | −163−21.9% | 減碼 | – |
| AMTAmerican Tower Corp | REIT | 159 | $3.51 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 71 | $3.55 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NFLXNetflix Inc | Stock | 27 | $3.62 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 277 | $3.66 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 281 | $3.79 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 708 | $4.23 萬 | <0.1% | −34−4.6% | 減碼 | – |
| GSGoldman Sachs Group Inc | Stock | 61 | $4.32 萬 | <0.1% | −3−4.7% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 200 | $4.37 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 150 | $4.38 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| XELXcel Energy Inc | Stock | 658 | $4.48 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Inc46434G822 | MSCI JAPAN ETF | 598 | $4.48 萬 | <0.1% | −50−7.7% | 減碼 | – |
| iShares Tr464288521 | CRE U S REIT ETF | 798 | $4.51 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr46429B291 | A RATE CP BD ETF | 945 | $4.52 萬 | <0.1% | +100+11.8% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 294 | $4.64 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BABoeing Co | Stock | 223 | $4.67 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 712 | $4.79 萬 | <0.1% | 00.0% | 不變 | – |
| UTFCohen & Steers Infrastructure Fund Inc | COM | 1,780 | $4.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GEVGE Vernova Inc. | Stock | 91 | $4.82 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GISGeneral Mills Inc | Stock | 960 | $4.97 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MAMastercard Inc | Stock | 91 | $5.11 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 652 | $5.13 萬 | <0.1% | 00.0% | 不變 | – |
| INTCIntel Corp | Stock | 2,292 | $5.13 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DUKDuke Energy CORP | Stock | 452 | $5.33 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 100 | $5.34 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 541 | $5.61 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 200 | $5.64 萬 | <0.1% | −16−7.4% | 減碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 200 | $5.71 萬 | <0.1% | 00.0% | 不變 | – |
| PNCPNC Financial Services Group, Inc. | Stock | 308 | $5.74 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 1,330 | $5.77 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NEMNEWMONT Corp | Stock | 990 | $5.77 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 201 | $5.83 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DNPDNP Select Income Fund Inc | COM | 5,999 | $5.87 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 1,033 | $5.89 萬 | <0.1% | 00.0% | 不變 | – |
| DISWalt Disney Co | Stock | 475 | $5.89 萬 | <0.1% | +77+19.3% | 加碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 2,124 | $5.96 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464287390 | LATN AMER 40 ETF | 2,341 | $6.14 萬 | <0.1% | +1,761+303.6% | 加碼 | – |
| TXNTexas Instruments Inc | Stock | 300 | $6.23 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 1,781 | $6.33 萬 | <0.1% | 00.0% | 不變 | – |
| COSTCostco Wholesale Corp | Stock | 64 | $6.34 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LMTLockheed Martin Corp | Stock | 144 | $6.67 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WisdomTree Tr97717W406 | US AI ENHANCED | 591 | $6.68 萬 | <0.1% | −50−7.8% | 減碼 | – |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 2,320 | $6.79 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464288448 | INTL SEL DIV ETF | 2,000 | $6.90 萬 | <0.1% | 00.0% | 不變 | – |
| SLViShares Silver Trust | ETF | 2,116 | $6.94 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PLDPrologis, Inc. | REIT | 673 | $7.07 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LNKBLINKBANCORP, Inc. | COMMON STOCK | 9,876 | $7.22 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 455 | $7.25 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 417 | $7.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 915 | $7.47 萬 | <0.1% | 00.0% | 不變 | – |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 612 | $7.70 萬 | <0.1% | −644−51.3% | 減碼 | – |
| GEGeneral Electric Co | Stock | 305 | $7.85 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 248 | $8.24 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GRMNGarmin Ltd | SHS | 400 | $8.35 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,361 | $8.44 萬 | <0.1% | 00.0% | 不變 | – |
| SLFSun Life Financial Inc | COM | 1,279 | $8.50 萬 | <0.1% | −263−17.1% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 308 | $8.60 萬 | <0.1% | −30−8.9% | 減碼 | 歷史 |
| iShares Tr46436E460 | IBONDS DEC 2031 | 4,250 | $8.71 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Russell Midcap ETF464287499 | ETF | 958 | $8.81 萬 | <0.1% | −500−34.3% | 減碼 | – |
| VZVerizon Communications Inc | Stock | 2,055 | $8.89 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 915 | $8.94 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ENBEnbridge Inc | Stock | 1,982 | $8.98 萬 | <0.1% | −141−6.6% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 590 | $9.01 萬 | <0.1% | −124−17.4% | 減碼 | 歷史 |
| CEFSprott Physical Gold & Silver Trust | PHYSICAL GOLD AN | 3,000 | $9.03 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 |
| CVXChevron Corp | Stock | 638 | $9.14 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 291 | $9.24 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 2,864 | $9.35 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr46436E833 | IBONDS 28 TRM TS | 4,218 | $9.43 萬 | <0.1% | −1,127−21.1% | 減碼 | – |
| iShares Tr46436E825 | IBONDS 29 TRM TS | 4,369 | $9.58 萬 | <0.1% | −1,078−19.8% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 449 | $9.68 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 MSCI Acwi Ex U.S. ETF464288240 | ETF | 1,638 | $9.98 萬 | <0.1% | 00.0% | 不變 | – |
| HDHome Depot, Inc. | Stock | 276 | $10.1 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 | – |
| SBUXStarbucks Corp | Stock | 1,140 | $10.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 4,373 | $10.7 萬 | <0.1% | −1,015−18.8% | 減碼 | – |
| SPDR Series Trust78464A292 | ST STR PFD ETF | 3,538 | $11.2 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 1,036 | $11.3 萬 | <0.1% | 00.0% | 不變 | – |
| PRUPrudential Financial Inc | Stock | 1,103 | $11.9 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 |
| LYVLive Nation Entertainment, Inc. | COM | 800 | $12.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Kraneshares Tr500767736 | QUADRTC INT RT | 6,500 | $12.7 萬 | <0.1% | −200−3.0% | 減碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 2,640 | $12.7 萬 | <0.1% | 00.0% | 不變 | – |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 2,095 | $13.1 萬 | 0.1% | 00.0% | 不變 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 484 | $13.5 萬 | 0.1% | +13+2.8% | 加碼 | – |
| iShares Select Dividend ETF464287168 | ETF | 1,017 | $13.5 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 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 789 | $13.9 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 Ftse Emerging Markets ETF922042858 | ETF | 2,892 | $14.3 萬 | 0.1% | 00.0% | 不變 | – |
| VVisa Inc. | Stock | 406 | $14.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 1,075 | $14.5 萬 | 0.1% | 00.0% | 不變 | – |
| TAT&T Inc. | Stock | 5,101 | $14.8 萬 | 0.1% | +38+0.8% | 加碼 | 歷史 |
| HSYHershey Co | COM | 937 | $15.5 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,448 | $15.9 萬 | 0.1% | 00.0% | 不變 | – |
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 |