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 |
|---|---|---|---|---|---|---|---|
| GLDSPDR Gold Trust | ETF | 55 | $9,000 | <0.1% | −10−15.4% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 61 | $9,000 | <0.1% | +10+19.6% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 100 | $9,000 | <0.1% | 00.0% | 不變 | 歷史 |
| MSMorgan Stanley | Stock | 100 | $9,000 | <0.1% | 00.0% | 不變 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 140 | $9,000 | <0.1% | 00.0% | 不變 | 歷史 |
| WisdomTree Tr97717W778 | INTL MIDCAP DV | 132 | $9,000 | <0.1% | 00.0% | 不變 | – |
| LUVSouthwest Airlines Co | COM | 175 | $9,000 | <0.1% | 00.0% | 不變 | 歷史 |
| MOAltria Group, Inc. | Stock | 200 | $1.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DEDeere & Co | Stock | 29 | $1.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 194 | $1.00 萬 | <0.1% | 00.0% | 不變 | – |
| CHDNChurchill Downs Inc | COM | 50 | $1.00 萬 | <0.1% | −35−41.2% | 減碼 | 歷史 |
| HRBH&R Block Inc | COM | 406 | $1.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 380 | $1.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 208 | $1.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 50 | $1.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288604 | MRGSTR SM CP GR | 210 | $1.10 萬 | <0.1% | 00.0% | 不變依 6 比 1 拆股換算 | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 165 | $1.10 萬 | <0.1% | 00.0% | 不變 | – |
| PEverpure, Inc. | CL A | 575 | $1.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| COPConocoPhillips | Stock | 197 | $1.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 36 | $1.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DUKDuke Energy CORP | Stock | 133 | $1.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMGNAmgen Inc | Stock | 52 | $1.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DPZDominos Pizza Inc | COM | 27 | $1.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V621 | FINL PFD ETF | 650 | $1.30 萬 | <0.1% | 00.0% | 不變 | – |
| WMWaste Management Inc | Stock | 102 | $1.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 30 | $1.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SWBISmith & Wesson Brands, Inc. | COM | 400 | $1.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 300 | $1.40 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 85 | $1.40 萬 | <0.1% | 00.0% | 不變 | – |
| SRCLStericycle Inc | COM | 200 | $1.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Wheeler Real Estate Investment Trust, Inc.963025309 | CPR | 900 | $1.40 萬 | <0.1% | 00.0% | 不變 | – |
| ZNGAZynga Inc | CL A | 1,333 | $1.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 60 | $1.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 85 | $1.50 萬 | <0.1% | 00.0% | 不變 | – |
| MMPMagellan Midstream Partners, L.P. | COM UNIT RP LP | 300 | $1.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 100 | $1.60 萬 | <0.1% | +100 | 新進 | 歷史 |
| ORCLOracle Corp | Stock | 200 | $1.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RTXRTX Corp | Stock | 187 | $1.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Inc464286533 | MSCI EMERG MRKT | 245 | $1.60 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 158 | $1.60 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 161 | $1.60 萬 | <0.1% | 00.0% | 不變 | – |
| SOHOSotherly Hotels Inc. | COM | 5,291 | $1.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 150 | $1.70 萬 | <0.1% | 00.0% | 不變 | – |
| CATCaterpillar Inc | Stock | 76 | $1.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 57 | $1.70 萬 | <0.1% | 00.0% | 不變 | – |
| CMGChipotle Mexican Grill Inc | COM | 11 | $1.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288752 | US HOME CONS ETF | 250 | $1.70 萬 | <0.1% | 00.0% | 不變 | – |
| MAMastercard Inc | Stock | 50 | $1.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DELLDell Technologies Inc. | Stock | 185 | $1.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPCEVirgin Galactic Holdings, Inc | COM | 401 | $1.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchange Traded FD33734X143 | HLTH CARE ALPH | 161 | $1.90 萬 | <0.1% | 00.0% | 不變 | – |
| GOOGLAlphabet Inc. | Stock | 8 | $2.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 8 | $2.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EXCExelon Corp | Stock | 452 | $2.00 萬 | <0.1% | −64−12.4% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 75 | $2.20 萬 | <0.1% | −42−35.9% | 減碼 | 歷史 |
| UAAUnder Armour, Inc. | Stock | 1,048 | $2.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DGDollar General Corp | COM | 100 | $2.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VanEck ETF Trust92189H607 | OIL SERVICES ETF | 100 | $2.20 萬 | <0.1% | 00.0% | 不變 | – |
| CVSCVS Health Corp | Stock | 281 | $2.30 萬 | <0.1% | +2+0.7% | 加碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 187 | $2.40 萬 | <0.1% | +187 | 新進 | – |
| UAUnder Armour, Inc. | CL C | 1,271 | $2.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchange Traded FD33733A102 | CHINDIA ETF | 381 | $2.40 萬 | <0.1% | 00.0% | 不變 | – |
| LXP.PCLXP Industrial Trust | PREFERRED | 400 | $2.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PAYXPaychex Inc | Stock | 230 | $2.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ENPHEnphase Energy, Inc. | Stock | 134 | $2.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LEGLeggett & Platt Inc | Stock | 500 | $2.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 216 | $2.60 萬 | <0.1% | 00.0% | 不變 | – |
| Motley Fool Small-Cap Growth ETF74933W874 | ETF | 667 | $2.70 萬 | <0.1% | 00.0% | 不變 | – |
| NOCNorthrop Grumman Corp | Stock | 75 | $2.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Inc46434G780 | MSCI SINGPOR ETF | 1,200 | $2.80 萬 | <0.1% | 00.0% | 不變 | – |
| SNPSSynopsys Inc | COM | 100 | $2.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 124 | $2.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MAINMain Street Capital CORP | CEF | 700 | $2.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Ramco-Gershenson Properties Trust74971D200 | PERP PFD-D CV | 500 | $2.90 萬 | <0.1% | 00.0% | 不變 | – |
| FDXFedEx Corp | Stock | 100 | $3.00 萬 | <0.1% | −20−16.7% | 減碼 | 歷史 |
| FFord Motor Co | Stock | 2,000 | $3.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LOWLowes Companies Inc | Stock | 155 | $3.00 萬 | <0.1% | −50−24.4% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 543 | $3.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 45 | $3.10 萬 | <0.1% | +1+2.3% | 加碼 | 歷史 |
| HLTHilton Worldwide Holdings Inc. | COM | 255 | $3.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Yamana Gold Inc98462Y100 | COM | 8,000 | $3.40 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 307 | $3.50 萬 | <0.1% | 00.0% | 不變 | – |
| CDKCDK Global, Inc. | COM | 699 | $3.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 870 | $3.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VanEck ETF Trust92189F700 | AGRIBUSINESS ETF | 395 | $3.60 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464288521 | CRE U S REIT ETF | 610 | $3.60 萬 | <0.1% | 00.0% | 不變 | – |
| STSensata Technologies Holding plc | SHS | 665 | $3.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ALGNAlign Technology Inc | COM | 65 | $4.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 359 | $4.10 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 96 | $4.10 萬 | <0.1% | 00.0% | 不變 | – |
| ABTAbbott Laboratories | Stock | 365 | $4.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 167 | $4.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| XELXcel Energy Inc | Stock | 658 | $4.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 511 | $4.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 193 | $4.40 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464288687 | PFD AND INCM SEC | 1,125 | $4.40 萬 | <0.1% | 00.0% | 不變 | – |
| WMTWalmart Inc. | Stock | 333 | $4.70 萬 | <0.1% | +2+0.6% | 加碼 | 歷史 |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 515 | $5.00 萬 | <0.1% | +465+930.0% | 加碼 | – |
| PLDPrologis, Inc. | REIT | 423 | $5.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SYKStryker Corp | Stock | 200 | $5.20 萬 | <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% | – |