Lowe Wealth Advisors, LLC
- SEC CIK
- 0001574010
- 最新申報
- 2025/10/16
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/7/1 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 292
- 較 2021 年第 1 季 +2
- 總值
- $2.09 億
- 較 2021 年第 1 季 +$999.0 萬 (+5.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 2 | $0 | 0.0% | 00.0% | 不變 | – |
| SLBSLB Limited | Stock | 15 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 1 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| KSSKOHLS Corp | Stock | 7 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| Schwab Strategic Tr808524789 | FUNDAMENTAL US B | 5 | $0 | 0.0% | 00.0% | 不變 | – |
| VSHVishay Intertechnology Inc | COM | 15 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| PRTAProthena Corp Public Ltd Co | SHS | 1 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V407 | INVESCO MSCI | 5 | $0 | 0.0% | 00.0% | 不變 | – |
| NOKNokia Corp | SPONSORED ADR | 1 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| NVTnVent Electric plc | SHS | 2 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| GRPNGroupon, Inc. | COM NEW | 4 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| Advanced Battery Technologies Inc00752H102 | COM | 30 | $0 | 0.0% | 00.0% | 不變 | – |
| CFMSConformis Inc | COM | 140 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| DSDrive Shack Inc. | COM | 100 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| NBEVNewAge, Inc. | COM | 100 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| MNKTQKeenova Therapeutics plc | Stock | 1 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| MDTMedtronic plc | Stock | 9 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| KMBKimberly Clark Corp | Stock | 10 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| BHCBausch Health Companies Inc. | Stock | 50 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| DOWDow Inc. | Stock | 14 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| AALAmerican Airlines Group Inc. | Stock | 45 | $1,000 | <0.1% | +45 | 新進 | 歷史 |
| JCIJohnson Controls International plc | Stock | 9 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| SRESempra | Stock | 11 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 4 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 68 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138E537 | NATL AMT MUNI | 50 | $1,000 | <0.1% | 00.0% | 不變 | – |
| JAZZJazz Pharmaceuticals plc | SHS USD | 3 | $1,000 | <0.1% | +3 | 新進 | 歷史 |
| NTRNutrien Ltd. | COM | 12 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| ARNCArconic Corp | COM | 25 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| SCORComscore, Inc. | COM | 200 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| ETF Managers Tr26924G508 | ETFMG ALTR HRVST | 57 | $1,000 | <0.1% | −26−31.3% | 減碼 | – |
| GNOGGolden Nugget Online Gaming, Inc. | COM CL A | 100 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| LACLithium Americas Corp. | COM NEW | 100 | $1,000 | <0.1% | +100 | 新進 | 歷史 |
| Royal Dutch Shell PLC780259107 | SPON ADR B | 15 | $1,000 | <0.1% | 00.0% | 不變 | – |
| TELTE Connectivity plc | REG SHS | 10 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| MARMarriott International Inc | Stock | 18 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
| VLOValero Energy Corp | Stock | 25 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
| NEENextera Energy Inc | Stock | 24 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
| NVSNovartis AG | ADR | 21 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 30 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
| JWNNordstrom Inc | Stock | 45 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
| Fidelity MSCI Energy Index ETF316092402 | ETF | 110 | $2,000 | <0.1% | 00.0% | 不變 | – |
| LULUlululemon athletica inc. | Stock | 5 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
| CRMSalesforce, Inc. | Stock | 8 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 49 | $2,000 | <0.1% | 00.0% | 不變 | – |
| TFCTruist Financial Corp | COM | 30 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 36 | $2,000 | <0.1% | +11+44.0% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 25 | $3,000 | <0.1% | 00.0% | 不變 | 歷史 |
| CSXCSX Corp | Stock | 96 | $3,000 | <0.1% | 00.0% | 不變依 3 比 1 拆股換算 | 歷史 |
| BF.BBrown Forman Corp | Stock | 45 | $3,000 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 11 | $3,000 | <0.1% | 00.0% | 不變 | – |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 50 | $3,000 | <0.1% | 00.0% | 不變 | – |
| AXPAmerican Express Co | Stock | 20 | $3,000 | <0.1% | 00.0% | 不變 | 歷史 |
| HWMHowmet Aerospace Inc. | Stock | 100 | $3,000 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 44 | $3,000 | <0.1% | 00.0% | 不變 | – |
| AOUTAmerican Outdoor Brands, Inc. | COM | 99 | $3,000 | <0.1% | 00.0% | 不變 | 歷史 |
| CMECME Group Inc. | COM | 12 | $3,000 | <0.1% | 00.0% | 不變 | 歷史 |
| MNKDMannkind Corp | COM NEW | 500 | $3,000 | <0.1% | 00.0% | 不變 | 歷史 |
| Churchill Capital Corp IV171439102 | CL A | 100 | $3,000 | <0.1% | +20+25.0% | 加碼 | – |
| WOLFWolfspeed, Inc. | COM | 32 | $3,000 | <0.1% | 00.0% | 不變 | 歷史 |
| GEGeneral Electric Co | COM | 245 | $3,000 | <0.1% | 00.0% | 不變 | 歷史 |
| INTCIntel Corp | Stock | 75 | $4,000 | <0.1% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 28 | $4,000 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 13 | $4,000 | <0.1% | 00.0% | 不變 | – |
| RGRSturm Ruger & Co Inc | Stock | 50 | $4,000 | <0.1% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 100 | $4,000 | <0.1% | 00.0% | 不變 | 歷史 |
| CAHCardinal Health Inc | Stock | 70 | $4,000 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 14 | $4,000 | <0.1% | 00.0% | 不變 | – |
| ACADAcadia Pharmaceuticals Inc | COM | 180 | $4,000 | <0.1% | 00.0% | 不變 | 歷史 |
| BAHBooz Allen Hamilton Holding Corp | CL A | 51 | $4,000 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 25 | $4,000 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464288174 | GL TIMB FORE ETF | 50 | $4,000 | <0.1% | 00.0% | 不變 | – |
| iShares Inc464286350 | MSCI AGR PRO ETF | 96 | $4,000 | <0.1% | 00.0% | 不變 | – |
| JOANJOANN Inc. | COM | 265 | $4,000 | <0.1% | +265 | 新進 | 歷史 |
| LLLL Flooring Holdings, Inc. | COM | 200 | $4,000 | <0.1% | 00.0% | 不變 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 25 | $5,000 | <0.1% | 00.0% | 不變 | 歷史 |
| NIONIO Inc. | ADR | 100 | $5,000 | <0.1% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 33 | $5,000 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 63 | $5,000 | <0.1% | 00.0% | 不變 | – |
| iShares Global Clean Energy ETF464288224 | ETF | 220 | $5,000 | <0.1% | −20,715−98.9% | 減碼 | – |
| PNRPENTAIR plc | SHS | 77 | $5,000 | <0.1% | 00.0% | 不變 | 歷史 |
| STWDStarwood Property Trust, Inc. | COM | 180 | $5,000 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 30 | $5,000 | <0.1% | 00.0% | 不變 | – |
| AMCAMC Entertainment Holdings, Inc. | CL A COM | 80 | $5,000 | <0.1% | −20−20.0% | 減碼 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 85 | $6,000 | <0.1% | 00.0% | 不變 | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 72 | $6,000 | <0.1% | 00.0% | 不變 | – |
| Kraneshares Trust500767678 | GLOBAL CARB STRA | 175 | $6,000 | <0.1% | +175 | 新進 | – |
| AZNAstraZeneca PLC | SPONSORED ADR | 100 | $6,000 | <0.1% | 00.0% | 不變 | 歷史 |
| MASIMasimo Corp | COM | 25 | $6,000 | <0.1% | −25−50.0% | 減碼 | 歷史 |
| SPLKSplunk Inc | COM | 40 | $6,000 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 46 | $7,000 | <0.1% | 00.0% | 不變 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 100 | $7,000 | <0.1% | 00.0% | 不變 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 180 | $7,000 | <0.1% | 00.0% | 不變 | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 50 | $7,000 | <0.1% | 00.0% | 不變 | – |
| AUPHAurinia Pharmaceuticals Inc. | COM | 531 | $7,000 | <0.1% | 00.0% | 不變 | 歷史 |
| NTNXNutanix, Inc. | Stock | 200 | $8,000 | <0.1% | 00.0% | 不變 | 歷史 |
| DJPBarclays Bank PLC | DJUBS CMDT ETN36 | 310 | $8,000 | <0.1% | 00.0% | 不變 | 歷史 |
| MEDMedifast Inc | COM | 30 | $8,000 | <0.1% | 00.0% | 不變 | 歷史 |
| WisdomTree Tr97717W869 | EUROPE SMCP DV | 115 | $8,000 | <0.1% | 00.0% | 不變 | – |
| NFLXNetflix Inc | Stock | 17 | $9,000 | <0.1% | 00.0% | 不變 | 歷史 |
2021 年第 1 季之後清倉（7 檔）
2021 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 1 季股數 | 2021 年第 1 季市值 | 2021 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Nuveen Maryland QLT Mun Inc67061Q107 | COM | 1,310 | $1.90 萬 | <0.1% | – |
| SCCOSouthern Copper Corp | Stock | 150 | $1.00 萬 | <0.1% | 歷史 |
| WisdomTree Tr97717W760 | INTL SMCAP DIV | 70 | $5,000 | <0.1% | – |
| GW Pharmaceuticals PLC36197T103 | ADS | 25 | $5,000 | <0.1% | – |
| Siren Nexgen Economy ETF829658202 | ETF | 42 | $2,000 | <0.1% | – |
| NUSNu Skin Enterprises, Inc. | CL A | 6 | $0 | 0.0% | 歷史 |
| Frontier Communications Corp35906A306 | Common Stock | 17 | $0 | 0.0% | – |