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Lowe Wealth Advisors, LLC · 13F 持仓分析
期权收益计算器 机构排行

Lowe Wealth Advisors, LLC

No.6074 数据截至 2025Q3
最新持仓市值 (Q3 2025)
$2.74亿
环比变动 Q2 2025
+$1,780.1万+6.9%
持仓股票数
393
新买入
39
加仓
49
减仓
59
清仓
9
持股不变
246
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q3 2025 市值Q3 2025 股数上季度市值上季度股数股数变动操作
SSPDR标普500 ETFSPY
30.43%30.71%$8,336.6万12.5万股$7,865.5万12.7万股-2,164股-1.70%减仓
I景顺QQQ信托VOO
9.67%9.59%$2,650.0万4.4万股$2,455.7万4.5万股-377股-0.85%减仓
IiShares安硕信托USMV
7.55%8.08%$2,067.2万21.7万股$2,069.2万22.0万股-3,156股-1.43%减仓
V先锋领航斯科茨代尔基金BSV
4.88%5.11%$1,337.1万16.7万股$1,308.3万16.5万股+2,723股+1.65%加仓
S道富·EET SPDR PORTFOLIO SHORT TERM TREASURY ETFSPTS
4.75%4.88%$1,301.6万44.4万股$1,249.6万42.7万股+1.7万股+4.06%加仓
IiShares黄金信托IAU
4.39%4.08%$1,202.0万16.5万股$1,044.5万16.7万股-2,313股-1.38%减仓
LListed Funds Trust Horizon Kinetics Inflation Beneficiaries EtfINFL
4.09%4.04%$1,120.8万25.1万股$1,033.7万24.5万股+5,652股+2.31%加仓
J摩根大通·ULTRA-SHORT INCOME ETFJPST
3.63%3.98%$995.7万19.6万股$1,018.4万20.1万股-4,665股-2.32%减仓
PPIMCO太平洋投资管理ETFMINT
3.02%3.26%$827.8万8.2万股$836.2万8.3万股-967股-1.16%减仓
J摩根大通交易所交易基金JEPI
2.38%2.57%$651.5万11.4万股$658.0万11.6万股-1,645股-1.42%减仓
IiShares安硕信托IGRO
2.07%1.94%$568.3万7.1万股$498.2万6.3万股+8,191股+12.97%加仓
IiShares安硕·DOW JONES U.S. ETFIYY
1.94%2%$530.8万3.3万股$511.6万3.4万股-1,239股-3.65%减仓
V先锋领航白厅基金VYM
1.6%1.6%$438.0万3.1万股$409.6万3.1万股+346股+1.13%加仓
VVanEck ETF信托GDX
1.37%1%$376.1万4.9万股$255.8万4.9万股+80股+0.16%加仓
GGlobal X·COPPER MINERS ETFCOPX
1.25%1.01%$341.4万5.7万股$258.3万5.7万股-327股-0.57%减仓
SSPDR道富指数基金GII
0.97%0.74%$266.3万3.8万股$189.3万2.8万股+1.0万股+36.12%加仓
S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY
0.95%0.96%$259.3万4,351股$245.6万4,335股+16股+0.37%加仓
V先锋领航白厅基金VYMI
0.76%0.51%$208.4万2.5万股$130.9万1.6万股+8,270股+50.62%加仓
微软MSFT
0.56%0.58%$154.3万2,978股$149.1万2,998股-20股-0.67%减仓
I景顺·RAFI EMERGING MARKETS ETFPXH
0.51%0.49%$138.7万5.5万股$124.5万5.3万股+1,330股+2.50%加仓
TT. ROWE PRICE CAP APPREC PRM INC ETFTCAL
0.51%0.34%$138.6万5.7万股$87.8万3.6万股+2.1万股+59.83%加仓
AAB ULTRA SHORT INCOME ETFYEAR
0.5%0.55%$137.7万2.7万股$139.9万2.8万股-437股-1.58%减仓
IiShares安硕信托IWV
0.49%0.52%$133.1万3,512股$132.9万3,785股-273股-7.21%减仓
SSPDR行业精选信托XLE
0.44%0.26%$119.7万1.3万股$67.8万7,995股+5,399股+67.53%加仓
PProShares信托NOBL
0.43%0.41%$118.6万1.2万股$104.5万1.0万股+1,132股+10.91%加仓
I景顺·RAFI DEVELOPED MARKETS EX-U.S. ETFPXF
0.42%0.43%$115.9万1.9万股$110.1万1.9万股-223股-1.16%减仓
J摩根大通·SHORT DURATION CORE PLUS ETFJSCP
0.42%0.44%$115.6万2.4万股$112.5万2.4万股+575股+2.42%加仓
PPacer基金信托COWZ
0.42%0.38%$114.5万2.0万股$96.2万1.7万股+2,465股+14.12%加仓
苹果AAPL
0.4%0.35%$109.5万4,299股$88.6万4,319股-20股-0.46%减仓
WWISDOMTREE INDIAEPI
0.39%0.43%$106.6万2.4万股$109.6万2.3万股+1,020股+4.42%加仓
TT. ROWE PRICE CAPITAL APPRECIATION EQUITY ETFTCAF
0.37%0.35%$101.7万2.7万股$90.9万2.6万股+1,214股+4.71%加仓
MCCORMICK & COM NON VTGMKC
0.34%0.41%$93.2万1.4万股$105.5万1.4万股+2股+0.01%加仓
VVANECK ETF TRUST MORNINGSTAR SMID MOAT ETFQDIV
0.25%0.27%$69.8万1.9万股$69.2万2.0万股-542股-2.72%减仓
IISHARES EMERGING MARKETS DIVIDEND ETFDVYE
0.25%0.25%$69.0万2.3万股$65.1万2.3万股+510股+2.24%加仓
V先锋领航·SPECIALIZED FUNDSVIG
0.25%0.25%$68.2万3,162股$64.7万3,162股00.00%持仓不变
VVanEck·CLO ETFCLOI
0.2%0.22%$55.7万1.0万股$55.1万1.0万股+75股+0.72%加仓
埃克森美孚XOM
0.2%0.21%$55.6万4,934股$53.2万4,934股00.00%持仓不变
Meta平台META
0.18%0.2%$50.1万682股$51.8万702股-20股-2.85%减仓
V先锋领航指数基金VNQ
0.17%0.17%$47.9万5,237股$44.6万5,004股+233股+4.66%加仓
JJ P MORGAN EXCHANGE TRADED FD INTRNL RES EQTJIRE
0.16%0.09%$45.1万6,126股$22.8万3,226股+2,900股+89.89%加仓
AAMEREN COMDHS
0.16%0.16%$43.2万4,138股$39.7万4,138股00.00%持仓不变
IiShares安硕信托IEFA
0.14%0.14%$38.5万4,413股$36.7万4,397股+16股+0.36%加仓
IiShares安硕信托IEI
0.14%0.14%$38.1万3,190股$37.1万3,114股+76股+2.44%加仓
ADPADP
0.13%0.15%$35.7万1,215股$37.5万1,215股00.00%持仓不变
TJXTJX
0.13%0.12%$34.7万2,402股$29.7万2,402股00.00%持仓不变
SSPDR道富系列信托BIL
0.12%0.14%$33.5万3,655股$35.0万3,819股-164股-4.29%减仓
IiShares安硕IEMG
0.12%0.11%$31.6万4,800股$28.8万4,800股00.00%持仓不变
IiShares安硕信托HDV
0.11%0.11%$30.7万2,510股$29.4万2,510股00.00%持仓不变
PPL COMPPL
0.11%0.11%$29.7万8,004股$27.1万8,004股00.00%持仓不变
S嘉信策略信托SCHF
0.11%0.11%$29.4万1.3万股$27.7万1.3万股+78股+0.62%加仓

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