Lowe Wealth Advisors, LLC
- SEC CIK
- 0001574010
- 最新申報
- 2025/10/16
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/1/18 申報。只含多頭部位，變化是跟 2021 年第 3 季比股數。
- 持股檔數
- 315
- 較 2021 年第 3 季 +16
- 總值
- $2.27 億
- 較 2021 年第 3 季 +$1,637 萬 (+7.8%)
| 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 | – |
| WABWestinghouse Air Brake Technologies Corp | Stock | 1 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| VTRSViatris Inc | Stock | 15 | $0 | 0.0% | +15 | 新進 | 歷史 |
| OGNOrganon & Co. | Stock | 4 | $0 | 0.0% | +4 | 新進 | 歷史 |
| KSSKOHLS Corp | Stock | 7 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 4 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| Schwab Strategic Tr808524789 | FUNDAMENTAL US B | 5 | $0 | 0.0% | 00.0% | 不變 | – |
| NMINuveen Municipal Income Fund Inc | COM | 7 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| VSHVishay Intertechnology Inc | COM | 15 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| JAZZJazz Pharmaceuticals plc | SHS USD | 3 | $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 | – |
| 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 |
| ETF Managers Tr26924G508 | ETFMG ALTR HRVST | 35 | $0 | 0.0% | −22−38.6% | 減碼 | – |
| First Tr Exchange Traded FD33733A102 | CHINDIA ETF | 10 | $0 | 0.0% | −371−97.4% | 減碼 | – |
| 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% | 00.0% | 不變 | 歷史 |
| JCIJohnson Controls International plc | Stock | 9 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| JWNNordstrom Inc | Stock | 45 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| MMM3M Co | Stock | 5 | $1,000 | <0.1% | +5 | 新進 | 歷史 |
| Invesco Exch Traded FD Tr II46138E537 | NATL AMT MUNI | 50 | $1,000 | <0.1% | 00.0% | 不變 | – |
| NTRNutrien Ltd. | COM | 12 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| EVGOEVgo Inc. | CL A COM | 100 | $1,000 | <0.1% | +100 | 新進 | 歷史 |
| ARNCArconic Corp | COM | 25 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| Royal Dutch Shell PLC780259107 | SPON ADR B | 15 | $1,000 | <0.1% | 00.0% | 不變 | – |
| CF Acquisition Corp VI12521J103 | COM CL A | 80 | $1,000 | <0.1% | +80 | 新進 | – |
| 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 |
| SOFISoFi Technologies, Inc. | Stock | 100 | $2,000 | <0.1% | +100 | 新進 | 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 |
| 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 |
| BMYBristol Myers Squibb Co | Stock | 25 | $2,000 | <0.1% | −115−82.1% | 減碼 | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 49 | $2,000 | <0.1% | 00.0% | 不變 | – |
| DVNDevon Energy Corp | Stock | 50 | $2,000 | <0.1% | +50 | 新進 | 歷史 |
| AOUTAmerican Outdoor Brands, Inc. | COM | 99 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
| QSQuantumScape Corp | COM CL A | 75 | $2,000 | <0.1% | +75 | 新進 | 歷史 |
| ENVXEnovix Corp | COM | 90 | $2,000 | <0.1% | +90 | 新進 | 歷史 |
| GMGeneral Motors Co | COM | 40 | $2,000 | <0.1% | +40 | 新進 | 歷史 |
| WHWyndham Hotels & Resorts, Inc. | COM | 20 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
| TFCTruist Financial Corp | COM | 30 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
| MNKDMannkind Corp | COM NEW | 500 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
| SCORComscore, Inc. | COM | 500 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 36 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
| TELTE Connectivity plc | REG SHS | 10 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
| MARMarriott International Inc | Stock | 18 | $3,000 | <0.1% | 00.0% | 不變 | 歷史 |
| NIONIO Inc. | ADR | 100 | $3,000 | <0.1% | 00.0% | 不變 | 歷史 |
| RGRSturm Ruger & Co Inc | Stock | 50 | $3,000 | <0.1% | 00.0% | 不變 | 歷史 |
| BF.BBrown Forman Corp | Stock | 45 | $3,000 | <0.1% | 00.0% | 不變 | 歷史 |
| GEGeneral Electric Co | Stock | 30 | $3,000 | <0.1% | 00.0% | 不變 | 歷史 |
| 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 | – |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 418 | $3,000 | <0.1% | +350+514.7% | 加碼 | 歷史 |
| EBSEmergent BioSolutions Inc. | COM | 80 | $3,000 | <0.1% | +80 | 新進 | 歷史 |
| AMCAMC Entertainment Holdings, Inc. | CL A COM | 100 | $3,000 | <0.1% | 00.0% | 不變 | 歷史 |
| DKNGDraftKings Inc. | COM CL A | 100 | $3,000 | <0.1% | +100 | 新進 | 歷史 |
| JOANJOANN Inc. | COM | 265 | $3,000 | <0.1% | 00.0% | 不變 | 歷史 |
| LLLL Flooring Holdings, Inc. | COM | 200 | $3,000 | <0.1% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 25 | $4,000 | <0.1% | 00.0% | 不變 | 歷史 |
| INTCIntel Corp | Stock | 75 | $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 | – |
| CSXCSX Corp | Stock | 96 | $4,000 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 11 | $4,000 | <0.1% | 00.0% | 不變 | – |
| IBMInternational Business Machines Corp | Stock | 33 | $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 |
| STWDStarwood Property Trust, Inc. | COM | 180 | $4,000 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Inc464286350 | MSCI AGR PRO ETF | 96 | $4,000 | <0.1% | 00.0% | 不變 | – |
| UPSUnited Parcel Service Inc | Stock | 25 | $5,000 | <0.1% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 28 | $5,000 | <0.1% | 00.0% | 不變 | 歷史 |
| CRMSalesforce, Inc. | Stock | 18 | $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% | 00.0% | 不變 | – |
| iShares Tr464288174 | GL TIMB FORE ETF | 50 | $5,000 | <0.1% | 00.0% | 不變 | – |
| BGTBlackRock Floating Rate Income Trust | COM | 333 | $5,000 | <0.1% | 00.0% | 不變 | 歷史 |
| SPLKSplunk Inc | COM | 40 | $5,000 | <0.1% | 00.0% | 不變 | 歷史 |
| SPCEVirgin Galactic Holdings, Inc | COM | 401 | $5,000 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 75 | $6,000 | <0.1% | 00.0% | 不變 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 85 | $6,000 | <0.1% | 00.0% | 不變 | – |
| NOCNorthrop Grumman Corp | Stock | 15 | $6,000 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 72 | $6,000 | <0.1% | 00.0% | 不變 | – |
| NTNXNutanix, Inc. | Stock | 200 | $6,000 | <0.1% | 00.0% | 不變 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 25 | $6,000 | <0.1% | +25 | 新進 | 歷史 |
| PWRQuanta Services, Inc. | COM | 50 | $6,000 | <0.1% | −40−44.4% | 減碼 | 歷史 |
| PNRPENTAIR plc | SHS | 77 | $6,000 | <0.1% | 00.0% | 不變 | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 150 | $6,000 | <0.1% | +150 | 新進 | 歷史 |
| MEDMedifast Inc | COM | 30 | $6,000 | <0.1% | 00.0% | 不變 | 歷史 |
2021 年第 3 季之後清倉（8 檔）
2021 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 3 季股數 | 2021 年第 3 季市值 | 2021 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| VanEck ETF Trust92189H607 | OIL SERVICES ETF | 100 | $2.00 萬 | <0.1% | – |
| BABAAlibaba Group Holding Ltd | ADR | 50 | $7,000 | <0.1% | 歷史 |
| Guggenheim Enhanced Equity I40167B100 | COM | 500 | $5,000 | <0.1% | – |
| WOLFWolfspeed, Inc. | COM | 32 | $3,000 | <0.1% | 歷史 |
| GNOGGolden Nugget Online Gaming, Inc. | COM CL A | 100 | $2,000 | <0.1% | 歷史 |
| SLBSLB Limited | Stock | 15 | $0 | 0.0% | 歷史 |
| NOKNokia Corp | SPONSORED ADR | 1 | $0 | 0.0% | 歷史 |
| DSDrive Shack Inc. | COM | 100 | $0 | 0.0% | 歷史 |