Lowe Wealth Advisors, LLC
- SEC CIK
- 0001574010
- 最新申報
- 2025/10/16
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/16 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 395
- 較 2025 年第 2 季 +30
- 總值
- $2.74 億
- 較 2025 年第 2 季 +$1,780 萬 (+6.9%)
| 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 | 125,140 | $8,337 萬 | 30.4% | −2,164−1.7% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 44,139 | $2,650 萬 | 9.7% | −377−0.8% | 減碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 217,277 | $2,067 萬 | 7.5% | −3,156−1.4% | 減碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 167,286 | $1,337 萬 | 4.9% | +2,723+1.7% | 加碼 | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 443,942 | $1,302 萬 | 4.8% | +17,304+4.1% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 165,174 | $1,202 萬 | 4.4% | −2,313−1.4% | 減碼 | 歷史 |
| Listed FDS Tr53656F623 | HORI KI INFL ETF | 250,770 | $1,121 萬 | 4.1% | +5,652+2.3% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 196,281 | $995.7 萬 | 3.6% | −4,665−2.3% | 減碼 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 82,210 | $827.8 萬 | 3.0% | −967−1.2% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 114,096 | $651.5 萬 | 2.4% | −1,645−1.4% | 減碼 | – |
| iShares Tr46435G524 | INTL DIV GRWTH | 71,336 | $568.3 萬 | 2.1% | +8,191+13.0% | 加碼 | – |
| iShares Tr464287846 | DOW JONES US ETF | 32,670 | $530.8 萬 | 1.9% | −1,239−3.7% | 減碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 31,073 | $438.0 萬 | 1.6% | +346+1.1% | 加碼 | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 49,221 | $376.1 萬 | 1.4% | +80+0.2% | 加碼 | – |
| Global X FDS37954Y830 | GLOBAL X COPPER | 57,079 | $341.4 萬 | 1.2% | −327−0.6% | 減碼 | – |
| SPDR Index Shs FDS78463X855 | S&P GBLINF ETF | 38,266 | $266.3 萬 | 1.0% | +10,154+36.1% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 4,351 | $259.3 萬 | 0.9% | +16+0.4% | 加碼 | 歷史 |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 24,609 | $208.4 萬 | 0.8% | +8,270+50.6% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 2,978 | $154.3 萬 | 0.6% | −20−0.7% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E727 | RAFI EMRGNG MRKT | 54,559 | $138.7 萬 | 0.5% | +1,330+2.5% | 加碼 | – |
| T Rowe Price ETF Inc87283Q784 | CAPITAL APPRECIA | 56,823 | $138.6 萬 | 0.5% | +21,270+59.8% | 加碼 | – |
| AB Active ETFs Inc00039J103 | ULTRA SHORT INCM | 27,174 | $137.7 萬 | 0.5% | −437−1.6% | 減碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 3,512 | $133.1 萬 | 0.5% | −273−7.2% | 減碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 13,394 | $119.7 萬 | 0.4% | +5,399+67.5% | 加碼 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 11,509 | $118.6 萬 | 0.4% | +1,132+10.9% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E743 | RAFI DVLPD MRKTS | 18,951 | $115.9 萬 | 0.4% | −223−1.2% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q274 | SHORT DURA CORE | 24,291 | $115.6 萬 | 0.4% | +575+2.4% | 加碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 19,921 | $114.5 萬 | 0.4% | +2,465+14.1% | 加碼 | – |
| AAPLApple Inc. | Stock | 4,299 | $109.5 萬 | 0.4% | −20−0.5% | 減碼 | 歷史 |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 24,112 | $106.6 萬 | 0.4% | +1,020+4.4% | 加碼 | – |
| T Rowe Price Exchange-Traded87283Q867 | CAP APPRECIATION | 26,988 | $101.7 萬 | 0.4% | +1,214+4.7% | 加碼 | – |
| MKCMcCormick & Co Inc | Stock | 13,923 | $93.2 萬 | 0.3% | +20.0% | 加碼 | 歷史 |
| VanEck ETF Trust92189H730 | MORNINGSTAR SMID | 19,350 | $69.8 萬 | 0.3% | −542−2.7% | 減碼 | – |
| iShares Inc464286319 | EM MKTS DIV ETF | 23,235 | $69.0 萬 | 0.3% | +510+2.2% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 3,162 | $68.2 萬 | 0.2% | 00.0% | 不變 | – |
| VanEck ETF Trust92189H748 | CLO ETF | 10,486 | $55.7 萬 | 0.2% | +75+0.7% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 4,934 | $55.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 682 | $50.1 萬 | 0.2% | −20−2.8% | 減碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 5,237 | $47.9 萬 | 0.2% | +233+4.7% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q134 | INTRNL RES EQT | 6,126 | $45.1 萬 | 0.2% | +2,900+89.9% | 加碼 | – |
| AEEAmeren Corp | COM | 4,138 | $43.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 4,413 | $38.5 萬 | 0.1% | +16+0.4% | 加碼 | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 3,190 | $38.1 萬 | 0.1% | +76+2.4% | 加碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 1,215 | $35.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TJXTJX Companies Inc | Stock | 2,402 | $34.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 3,655 | $33.5 萬 | 0.1% | −164−4.3% | 減碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 4,800 | $31.6 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Core High Dividend ETF46429B663 | ETF | 2,510 | $30.7 萬 | 0.1% | 00.0% | 不變 | – |
| PPLPPL Corp | COM | 8,004 | $29.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 12,631 | $29.4 萬 | 0.1% | +78+0.6% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 574 | $28.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 428 | $28.6 萬 | 0.1% | +119+38.5% | 加碼 | – |
| IBMInternational Business Machines Corp | Stock | 980 | $27.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 1,391 | $26.8 萬 | 0.1% | −30−2.1% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 782 | $25.7 萬 | 0.1% | 00.0% | 不變 | – |
| UTGReaves Utility Income Fund | COM SH BEN INT | 6,250 | $24.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 4,708 | $22.5 萬 | 0.1% | +1,704+56.7% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 970 | $21.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 426 | $20.4 萬 | 0.1% | −3−0.7% | 減碼 | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 1,909 | $18.9 萬 | 0.1% | −225−10.5% | 減碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 1,243 | $18.1 萬 | 0.1% | +168+15.6% | 加碼 | – |
| HSYHershey Co | COM | 937 | $17.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 1,388 | $17.5 萬 | 0.1% | 00.0% | 不變 | – |
| iShares S&P 100 ETF464287101 | ETF | 524 | $17.4 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr46434V696 | CORE MSCI PAC | 2,325 | $17.1 萬 | 0.1% | 00.0% | 不變 | – |
| PEGPublic Service Enterprise Group Inc | COM | 2,044 | $17.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 1,876 | $16.8 萬 | 0.1% | 00.0% | 不變 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,350 | $16.3 萬 | 0.1% | −98−6.8% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 2,905 | $15.7 萬 | 0.1% | +13+0.4% | 加碼 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 470 | $15.3 萬 | 0.1% | −14−2.9% | 減碼 | – |
| iShares Tr464287390 | LATN AMER 40 ETF | 5,178 | $15.0 萬 | 0.1% | +2,837+121.2% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 796 | $14.8 萬 | 0.1% | +7+0.9% | 加碼 | – |
| TAT&T Inc. | Stock | 5,139 | $14.5 萬 | 0.1% | +38+0.7% | 加碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 1,017 | $14.5 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 2,640 | $14.1 萬 | 0.1% | 00.0% | 不變 | – |
| VVisa Inc. | Stock | 406 | $13.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 2,070 | $13.5 萬 | <0.1% | −25−1.2% | 減碼 | – |
| KOCoca Cola Co | Stock | 2,013 | $13.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LYVLive Nation Entertainment, Inc. | COM | 800 | $13.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 291 | $12.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Kraneshares Tr500767736 | QUADRTC INT RT | 6,500 | $12.5 萬 | <0.1% | 00.0% | 不變 | – |
| BMIBadger Meter Inc | COM | 700 | $12.5 萬 | <0.1% | −80−10.3% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 1,036 | $12.3 萬 | <0.1% | 00.0% | 不變 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 4,595 | $12.1 萬 | <0.1% | +222+5.1% | 加碼 | – |
| SPDR Series Trust78464A292 | ST STR PFD ETF | 3,538 | $11.7 萬 | <0.1% | 00.0% | 不變 | – |
| BRBroadridge Financial Solutions, Inc. | Stock | 491 | $11.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 400 | $11.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 276 | $11.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PRUPrudential Financial Inc | Stock | 1,071 | $11.1 萬 | <0.1% | −32−2.9% | 減碼 | 歷史 |
| CEFSprott Physical Gold & Silver Trust | PHYSICAL GOLD AN | 3,000 | $11.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 449 | $10.9 萬 | <0.1% | 00.0% | 不變 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 1,032 | $10.8 萬 | <0.1% | −46−4.3% | 減碼 | – |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 1,638 | $10.6 萬 | <0.1% | 00.0% | 不變 | – |
| VanEck ETF Trust92189H607 | OIL SERVICES ETF | 399 | $10.4 萬 | <0.1% | +266+200.0% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 557 | $10.3 萬 | <0.1% | −33−5.6% | 減碼 | 歷史 |
| ENBEnbridge Inc | Stock | 1,982 | $10.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 2,864 | $10.0 萬 | <0.1% | 00.0% | 不變 | – |
| GRMNGarmin Ltd | SHS | 400 | $9.85 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46436E593 | IBOND DEC 2030 | 4,937 | $9.81 萬 | <0.1% | 00.0% | 不變 | – |
| SBUXStarbucks Corp | Stock | 1,136 | $9.61 萬 | <0.1% | −4−0.4% | 減碼 | 歷史 |
2025 年第 2 季之後清倉（9 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Global X Uranium ETF37954Y871 | ETF | 115 | $4,463 | <0.1% | – |
| SRESempra | Stock | 44 | $3,334 | <0.1% | 歷史 |
| AESAES Corp | Stock | 227 | $2,388 | <0.1% | 歷史 |
| BXSLBlackstone Secured Lending Fund | COMMON STOCK | 72 | $2,214 | <0.1% | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 18 | $1,449 | <0.1% | – |
| EWEdwards Lifesciences Corp | Stock | 15 | $1,173 | <0.1% | 歷史 |
| Paramount Global92556H206 | CL B | 25 | $323 | <0.1% | – |
| Invesco Exchange Traded FD T46137V407 | INVESCO MSCI | 5 | $212 | <0.1% | – |
| IPIX Corporation44982L103 | ETF | 263 | $1 | <0.1% | – |