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 |
|---|---|---|---|---|---|---|---|
| Invesco Exchange Traded FD T46137V266 | S&P500 PUR GWT | 465 | $2.22 萬 | <0.1% | 00.0% | 不變 | – |
| MAINMain Street Capital CORP | CEF | 350 | $2.23 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 158 | $2.25 萬 | <0.1% | +8+5.3% | 加碼 | – |
| WMWaste Management Inc | Stock | 102 | $2.25 萬 | <0.1% | −20−16.4% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 95 | $2.31 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391 | ETF | 1,124 | $2.40 萬 | <0.1% | +84+8.1% | 加碼 | – |
| ABTAbbott Laboratories | Stock | 187 | $2.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PEverpure, Inc. | CL A | 300 | $2.51 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NADNuveen Quality Municipal Income Fund | COM | 2,174 | $2.54 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 332 | $2.74 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr46436E858 | IBONDS 26 TRM TS | 1,200 | $2.75 萬 | <0.1% | 00.0% | 不變 | – |
| CSCOCisco Systems, Inc. | Stock | 408 | $2.79 萬 | <0.1% | +200+96.2% | 加碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 571 | $2.86 萬 | <0.1% | +571 | 新進 | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 204 | $2.91 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr46436E841 | IBONDS 27 TRM TS | 1,300 | $2.93 萬 | <0.1% | 00.0% | 不變 | – |
| SYKStryker Corp | Stock | 80 | $2.96 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SNPSSynopsys Inc | COM | 60 | $2.96 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 90 | $2.97 萬 | <0.1% | +40+80.0% | 加碼 | 歷史 |
| FLEXFlex Ltd. | Stock | 513 | $2.97 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMTAmerican Tower Corp | REIT | 159 | $3.06 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VLOValero Energy Corp | Stock | 181 | $3.08 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 619 | $3.13 萬 | <0.1% | 00.0% | 不變 | – |
| METMetlife Inc | Stock | 385 | $3.17 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NFLXNetflix Inc | Stock | 27 | $3.24 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KRPKimbell Royalty Partners, LP | UNIT | 2,459 | $3.32 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 100 | $3.45 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TRPTC Energy Corp | COM | 641 | $3.49 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 114 | $3.51 萬 | <0.1% | −86−43.0% | 減碼 | – |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 150 | $3.52 萬 | <0.1% | 00.0% | 不變 | – |
| VALValaris Ltd | CL A | 725 | $3.54 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Inc464286822 | MSCI MEXICO ETF | 529 | $3.61 萬 | <0.1% | 00.0% | 不變 | – |
| PEPPepsiCo Inc | Stock | 258 | $3.62 萬 | <0.1% | −19−6.9% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 76 | $3.63 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR S&P Regional Banking ETF78464A698 | ETF | 581 | $3.68 萬 | <0.1% | 00.0% | 不變 | – |
| MCDMcDonalds Corp | Stock | 125 | $3.80 萬 | <0.1% | −25−16.7% | 減碼 | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 419 | $3.90 萬 | <0.1% | +69+19.7% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 1,409 | $3.93 萬 | <0.1% | +70+5.2% | 加碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 281 | $4.09 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr46436E460 | IBONDS DEC 2031 | 2,000 | $4.11 萬 | <0.1% | −2,250−52.9% | 減碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 708 | $4.25 萬 | <0.1% | 00.0% | 不變 | – |
| NOCNorthrop Grumman Corp | Stock | 71 | $4.33 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UTFCohen & Steers Infrastructure Fund Inc | COM | 1,780 | $4.41 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46429B291 | A RATE CP BD ETF | 945 | $4.58 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464288521 | CRE U S REIT ETF | 798 | $4.69 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 77 | $4.72 萬 | <0.1% | +75+3,750.0% | 加碼 | – |
| iShares Inc46434G822 | MSCI JAPAN ETF | 598 | $4.80 萬 | <0.1% | 00.0% | 不變 | – |
| BABoeing Co | Stock | 223 | $4.81 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GISGeneral Mills Inc | Stock | 960 | $4.84 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 61 | $4.86 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 100 | $4.91 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 712 | $5.08 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 652 | $5.14 萬 | <0.1% | 00.0% | 不變 | – |
| MAMastercard Inc | Stock | 91 | $5.18 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 1,330 | $5.22 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| XELXcel Energy Inc | Stock | 658 | $5.31 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 200 | $5.45 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 59 | $5.46 萬 | <0.1% | −5−7.8% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 294 | $5.49 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TXNTexas Instruments Inc | Stock | 300 | $5.51 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DUKDuke Energy CORP | Stock | 452 | $5.59 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ORCLOracle Corp | Stock | 200 | $5.62 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DNPDNP Select Income Fund Inc | COM | 5,999 | $6.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 541 | $6.09 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 536 | $6.14 萬 | <0.1% | +61+12.8% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 1,033 | $6.19 萬 | <0.1% | 00.0% | 不變 | – |
| PNCPNC Financial Services Group, Inc. | Stock | 308 | $6.19 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 2,100 | $6.24 萬 | <0.1% | −220−9.5% | 減碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 2,124 | $6.30 萬 | <0.1% | 00.0% | 不變 | – |
| JPMJPMorgan Chase & Co | Stock | 201 | $6.34 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 1,781 | $6.73 萬 | <0.1% | 00.0% | 不變 | – |
| WisdomTree Tr97717W406 | US AI ENHANCED | 591 | $6.75 萬 | <0.1% | 00.0% | 不變 | – |
| PGProcter & Gamble Co | Stock | 455 | $6.99 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LNKBLINKBANCORP, Inc. | COMMON STOCK | 9,876 | $7.04 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LMTLockheed Martin Corp | Stock | 144 | $7.19 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 2,000 | $7.31 萬 | <0.1% | 00.0% | 不變 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 865 | $7.54 萬 | <0.1% | −50−5.5% | 減碼 | – |
| SLFSun Life Financial Inc | COM | 1,279 | $7.68 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| INTCIntel Corp | Stock | 2,292 | $7.69 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PLDPrologis, Inc. | REIT | 673 | $7.71 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMGNAmgen Inc | Stock | 278 | $7.85 萬 | <0.1% | −30−9.7% | 減碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 129 | $7.93 萬 | <0.1% | +38+41.8% | 加碼 | 歷史 |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 612 | $8.09 萬 | <0.1% | 00.0% | 不變 | – |
| NEMNEWMONT Corp | Stock | 990 | $8.35 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 248 | $8.67 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,361 | $8.88 萬 | <0.1% | 00.0% | 不變 | – |
| PPTAPerpetua Resources Corp. | COM | 4,391 | $8.88 萬 | <0.1% | +2,271+107.1% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 2,029 | $8.92 萬 | <0.1% | −26−1.3% | 減碼 | 歷史 |
| SLViShares Silver Trust | ETF | 2,116 | $8.97 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GEGeneral Electric Co | Stock | 305 | $9.18 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 958 | $9.25 萬 | <0.1% | 00.0% | 不變 | – |
| WMTWalmart Inc. | Stock | 915 | $9.43 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46436E833 | IBONDS 28 TRM TS | 4,218 | $9.44 萬 | <0.1% | 00.0% | 不變 | – |
| GOOGAlphabet Inc. | Stock | 392 | $9.55 萬 | <0.1% | −25−6.0% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 617 | $9.58 萬 | <0.1% | −21−3.3% | 減碼 | 歷史 |
| iShares Tr46436E825 | IBONDS 29 TRM TS | 4,369 | $9.59 萬 | <0.1% | 00.0% | 不變 | – |
| SBUXStarbucks Corp | Stock | 1,136 | $9.61 萬 | <0.1% | −4−0.4% | 減碼 | 歷史 |
| iShares Tr46436E593 | IBOND DEC 2030 | 4,937 | $9.81 萬 | <0.1% | 00.0% | 不變 | – |
| GRMNGarmin Ltd | SHS | 400 | $9.85 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 | – |
| ENBEnbridge Inc | Stock | 1,982 | $10.0 萬 | <0.1% | 00.0% | 不變 | 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% | – |