Lowe Wealth Advisors, LLC — Q2 2021 13F 持股

Name: Lowe Wealth Advisors, LLC — 13F Holdings, Q2 2021
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001574010

申报总市值

US$2.7亿

← 返回最新季度

本季完整持股清单

仅显示前 200 大持股（共 292 只）

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	30.10%	+0.25%	-0.26%
2	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	12.14%	+0.78%	-0.59%
3	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	10.35%	-1.16%	-2.29%
4	IAU	Ishares Gold Trust	ETF-避险与商品	6.94%	+0.20%	—
5	VCSH	Vanguard S/t CORP Bond ETF	ETF-投资级公司债	5.97%	-0.33%	+2.72%
6	MINT	Pimco Enhanced Short Maturit	ETF-其他	4.76%	-0.45%	-0.78%
7	JPST	Jpmorgan Ultra-short Income	ETF-其他	4.55%	—	+3.28%
8	IEFA	Ishares Core Msci Eafe ETF	ETF-其他	3.89%	—	-1.49%
9	IYY	Ishares Dow Jones U.s. ETF	ETF-其他	2.35%	-0.03%	+0.46%
10	QLTA	Ishares Aaa - A Rated Corpor	ETF-其他	2.07%	—	-14.11%
11	XLE	Ss Energy Select Sector	ETF-其他	1.54%	-0.50%	+27.40%
12	XLI	Ss Industrial Select Sector	ETF-其他	1.38%	—	+0.62%
13	IEMG	Ishares Core Msci Emerging	ETF-新兴市场	1.08%	+0.02%	-3.26%
14	MDY	State Street Spdr S&p Midcap	ETF-其他	0.98%	-0.04%	-0.81%
15	ANGL	Vaneck Fallen Angel High Yld	ETF-其他	0.70%	—	-11.62%
16	VZ	Verizon Communications INC	股票-通信服务	0.69%	—	+21.04%
17	IWV	Ishares Russell 3000 ETF	ETF-其他	0.64%	-0.02%	-1.87%
18	MKC	Mccormick & Co-non Vtg Shrs	股票-非周期性消费	0.60%	-0.15%	+0.01%
19	SMH	Vaneck Semiconductor ETF	ETF-其他	0.57%	+0.02%	-2.59%
20	VNQ	Vanguard Real Estate ETF	ETF-其他	0.51%	+0.02%	+84.33%
21	EPI	Wisdomtree India Earnings	ETF-其他	0.48%	—	-2.56%
22	IVOL	Quadratic Int Rte Vol Infl H	ETF-其他	0.39%	—	+307.14%
23	MSFT	Microsoft CORP	股票-科技	0.37%	+0.08%	—
24	AAPL	Apple INC	股票-科技	0.36%	-0.01%	-9.70%
25	XLU	St Sr Utl Sl Se Spdr Etf-usd	ETF-其他	0.27%	—	+138.19%
26	GNR	State Street Spdr S&p Global	ETF-其他	0.25%	—	—
27	GDX	Vaneck Gold Miners ETF	ETF-避险与商品	0.21%	+0.45%	-87.73%
28	PRU	Prudential Financial INC	股票-金融	0.21%	—	+84.09%
29	DSI	Ishares Esg Msci Kld 400 ETF	ETF-其他	0.20%	—	+8.39%
30	MKC-V	Mccormick & Co INC Vtg Com	股票-其他	0.18%	—	—
31	XOM	Exxon Mobil CORP	股票-能源	0.17%	—	—
32	PWR	Quanta Services INC	股票-工业	0.17%	—	+0.91%
33	XAR	Ss Spdr S&p Aerospace Def	ETF-其他	0.17%	—	+197.75%
34	AEE	Ameren Corporation	股票-公用事业	0.16%	—	—
35	HDV	Ishares Core High Dividend E	ETF-其他	0.15%	—	-17.12%
36	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	0.14%	+0.01%	—
37	T	At&t INC	股票-通信服务	0.12%	—	+35.82%
38	ADP	Automatic Data Processing	股票-科技	0.12%	—	—
39	PPL	Ppl CORP	股票-公用事业	0.11%	—	-2.48%
40	LMT	Lockheed Martin CORP	股票-工业	0.10%	—	—
41	BMI	Badger Meter INC	股票-科技	0.10%	—	—
42	NEM	Newmont CORP	股票-原材料	0.10%	—	—
43	MRK	Merck & Co. INC.	股票-医疗保健	0.09%	—	+414.11%
44	IPAC	Ishares Core Msci Pacific Et	ETF-其他	0.09%	—	+56.00%
45	AMZN	Amazon.com INC	股票-周期性消费	0.08%	—	—
46	TROW	T Rowe Price Group INC	股票-金融	0.08%	—	—
47	PSK	Ss Spdr Ice Pref Sec ETF	ETF-其他	0.08%	—	+50.10%
48	ESGU	Ishares Esg Aware Msci USA	ETF-其他	0.08%	—	+20.37%
49	BYND	Beyond Meat INC	股票-非周期性消费	0.08%	—	—
50	MPC	Marathon Petroleum CORP	股票-能源	0.08%	+0.01%	+2500.00%

1–50 of 200

本季持股变动

Lowe Wealth Advisors, LLC 于截至 Q2 2021 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	SPY	Ss Spdr S&p 500 ETF Trust-us	—	EXIT	清仓
2	QQQ	Invesco Qqq Trust Series 1	—	EXIT	清仓
3	USMV	Ishares Msci USA Min Vol Fac	—	EXIT	清仓
4	IAUUSD	Ishares Gold Trust	—	EXIT	清仓
5	VCSH	Vanguard S/t CORP Bond ETF	—	EXIT	清仓
6	MINT	Pimco Enhanced Short Maturit	—	EXIT	清仓
7	JPST	Jpmorgan Ultra-short Income	—	EXIT	清仓
8	IEFA	Ishares Core Msci Eafe ETF	—	EXIT	清仓
9	QLTA	Ishares Aaa - A Rated Corpor	—	EXIT	清仓
10	IYY	Ishares Dow Jones U.s. ETF	—	EXIT	清仓
11	GDX	Vaneck Gold Miners ETF	—	EXIT	清仓
12	XLI	Ss Industrial Select Sector	—	EXIT	清仓
13	XLE	Ss Energy Select Sector	—	EXIT	清仓
14	IEMG	Ishares Core Msci Emerging	—	EXIT	清仓
15	MDY	State Street Spdr S&p Midcap	—	EXIT	清仓
16	ANGL	Vaneck Fallen Angel High Yld	—	EXIT	清仓
17	IWV	Ishares Russell 3000 ETF	—	EXIT	清仓
18	MKC	Mccormick & Co-non Vtg Shrs	—	EXIT	清仓
19	VZ	Verizon Communications INC	—	EXIT	清仓
20	SMH	Vaneck Semiconductor ETF	—	EXIT	清仓
21	EPI	Wisdomtree India Earnings	—	EXIT	清仓
22	AAPL	Apple INC	—	EXIT	清仓
23	MSFT	Microsoft CORP	—	EXIT	清仓
24	VNQ	Vanguard Real Estate ETF	—	EXIT	清仓
25	ICLN	Ishares Global Clean Energy	—	EXIT	清仓
26	MKC-V	Mccormick & Co INC Vtg Com	—	EXIT	清仓
27	HDV	Ishares Core High Dividend E	—	EXIT	清仓
28	DSI	Ishares Esg Msci Kld 400 ETF	—	EXIT	清仓
29	PWR	Quanta Services INC	—	EXIT	清仓
30	AEE	Ameren Corporation	—	EXIT	清仓
31	XOM	Exxon Mobil CORP	—	EXIT	清仓
32	VTI	Vanguard Total Stock Mkt ETF	—	EXIT	清仓
33	IDV	Ishares International Select	—	EXIT	清仓
34	XLU	St Sr Utl Sl Se Spdr Etf-usd	—	EXIT	清仓
35	PPL	Ppl CORP	—	EXIT	清仓
36	ADP	Automatic Data Processing	—	EXIT	清仓
37	PRU	Prudential Financial INC	—	EXIT	清仓
38	SH1USD	Proshares Short S&p500	—	EXIT	清仓
39	IVOL	Quadratic Int Rte Vol Infl H	—	EXIT	清仓
40	LMT	Lockheed Martin CORP	—	EXIT	清仓
41	T	At&t INC	—	EXIT	清仓
42	NEM	Newmont CORP	—	EXIT	清仓
43	BMI	Badger Meter INC	—	EXIT	清仓
44	AMZN	Amazon.com INC	—	EXIT	清仓
45	TROW	T Rowe Price Group INC	—	EXIT	清仓
46	AIVL	Wisdomtree US Ai Enhanced Va	—	EXIT	清仓
47	SLV	Ishares Silver Trust	—	EXIT	清仓
48	HSY	Hershey Co/the	—	EXIT	清仓
49	ACWX	Ishares Msci Acwi Ex US ETF	—	EXIT	清仓
50	V	Visa Inc-class A Shares	—	EXIT	清仓