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 |
|---|---|---|---|---|---|---|---|
| AZNAstraZeneca PLC | SPONSORED ADR | 100 | $6,000 | <0.1% | 00.0% | 不變 | 歷史 |
| Wheeler Real Estate Investment Trust, Inc.963025309 | CPR | 900 | $6,000 | <0.1% | 00.0% | 不變 | – |
| SNAPSnap Inc | Stock | 150 | $7,000 | <0.1% | +150 | 新進 | 歷史 |
| NVDANVIDIA Corp | Stock | 25 | $7,000 | <0.1% | +25 | 新進 | 歷史 |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 50 | $7,000 | <0.1% | 00.0% | 不變 | – |
| SWBISmith & Wesson Brands, Inc. | COM | 400 | $7,000 | <0.1% | 00.0% | 不變 | 歷史 |
| LUVSouthwest Airlines Co | COM | 175 | $7,000 | <0.1% | 00.0% | 不變 | 歷史 |
| MASIMasimo Corp | COM | 25 | $7,000 | <0.1% | 00.0% | 不變 | 歷史 |
| SIRISirius XM Holdings Inc. | COM | 1,100 | $7,000 | <0.1% | +1,100 | 新進 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 100 | $8,000 | <0.1% | 00.0% | 不變 | – |
| RQICohen & Steers Quality Income Realty Fund Inc | CEF | 444 | $8,000 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 55 | $8,000 | <0.1% | +30+120.0% | 加碼 | – |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 380 | $8,000 | <0.1% | 00.0% | 不變 | 歷史 |
| GLDSPDR Gold Trust | ETF | 50 | $9,000 | <0.1% | −5−9.1% | 減碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 200 | $9,000 | <0.1% | 00.0% | 不變 | 歷史 |
| DJPBarclays Bank PLC | DJUBS CMDT ETN36 | 310 | $9,000 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138G706 | SOLAR ETF | 115 | $9,000 | <0.1% | 00.0% | 不變 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 170 | $9,000 | <0.1% | 00.0% | 不變 | – |
| VMWVmware LLC | CL A COM | 81 | $9,000 | <0.1% | +81 | 新進 | 歷史 |
| WisdomTree Tr97717W869 | EUROPE SMCP DV | 115 | $9,000 | <0.1% | 00.0% | 不變 | – |
| NFLXNetflix Inc | Stock | 17 | $1.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NKENIKE, Inc. | Stock | 61 | $1.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DELLDell Technologies Inc. | Stock | 185 | $1.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MSMorgan Stanley | Stock | 100 | $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 | – |
| iShares Tr464288604 | MRGSTR SM CP GR | 210 | $1.00 萬 | <0.1% | 00.0% | 不變 | – |
| HRBH&R Block Inc | COM | 406 | $1.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 60 | $1.00 萬 | <0.1% | 00.0% | 不變 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 280 | $1.10 萬 | <0.1% | 00.0% | 不變 | – |
| FMCFMC Corp | COM NEW | 100 | $1.10 萬 | <0.1% | −935−90.3% | 減碼 | 歷史 |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 165 | $1.10 萬 | <0.1% | 00.0% | 不變 | – |
| AMGNAmgen Inc | Stock | 52 | $1.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CHDNChurchill Downs Inc | COM | 50 | $1.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AUPHAurinia Pharmaceuticals Inc. | COM | 531 | $1.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V621 | FINL PFD ETF | 650 | $1.20 萬 | <0.1% | 00.0% | 不變 | – |
| MFLBlackRock Muniholdings Investment Quality Fund | COM | 800 | $1.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SRCLStericycle Inc | COM | 200 | $1.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 208 | $1.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 225 | $1.30 萬 | <0.1% | +125+125.0% | 加碼 | 歷史 |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 300 | $1.30 萬 | <0.1% | 00.0% | 不變 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 36 | $1.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DUKDuke Energy CORP | Stock | 133 | $1.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 100 | $1.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| COPConocoPhillips | Stock | 197 | $1.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 85 | $1.40 萬 | <0.1% | 00.0% | 不變 | – |
| BDXBecton Dickinson & Co | Stock | 60 | $1.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| QCOMQualcomm Inc | Stock | 80 | $1.50 萬 | <0.1% | +80 | 新進 | 歷史 |
| iShares Inc464286533 | MSCI EMERG MRKT | 245 | $1.50 萬 | <0.1% | 00.0% | 不變 | – |
| DPZDominos Pizza Inc | COM | 27 | $1.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 65 | $1.60 萬 | <0.1% | +65 | 新進 | 歷史 |
| RTXRTX Corp | Stock | 187 | $1.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 76 | $1.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 96 | $1.70 萬 | <0.1% | 00.0% | 不變 | – |
| WMWaste Management Inc | Stock | 102 | $1.70 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 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 85 | $1.70 萬 | <0.1% | 00.0% | 不變 | – |
| ORCLOracle Corp | Stock | 200 | $1.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 161 | $1.70 萬 | <0.1% | 00.0% | 不變 | – |
| MAMastercard Inc | Stock | 50 | $1.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 57 | $1.80 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 158 | $1.80 萬 | <0.1% | 00.0% | 不變 | – |
| CMGChipotle Mexican Grill Inc | COM | 11 | $1.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PEverpure, Inc. | CL A | 575 | $1.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 30 | $2.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 172 | $2.00 萬 | <0.1% | 00.0% | 不變 | – |
| First Tr Exchange Traded FD33734X143 | HLTH CARE ALPH | 161 | $2.00 萬 | <0.1% | 00.0% | 不變 | – |
| NADNuveen Quality Municipal Income Fund | COM | 1,233 | $2.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LEGLeggett & Platt Inc | Stock | 500 | $2.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NVONovo Nordisk A S | ADR | 190 | $2.10 萬 | <0.1% | +190 | 新進 | 歷史 |
| iShares Tr464288752 | US HOME CONS ETF | 250 | $2.10 萬 | <0.1% | 00.0% | 不變 | – |
| UAAUnder Armour, Inc. | Stock | 1,048 | $2.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 8 | $2.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 8 | $2.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UAUnder Armour, Inc. | CL C | 1,271 | $2.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FLCFlaherty & Crumrine Total Return Fund Inc | COM | 1,000 | $2.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Motley Fool Small-Cap Growth ETF74933W874 | ETF | 667 | $2.40 萬 | <0.1% | 00.0% | 不變 | – |
| DGDollar General Corp | COM | 100 | $2.40 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 |
| LXP.PCLXP Industrial Trust | PREFERRED | 400 | $2.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 187 | $2.60 萬 | <0.1% | 00.0% | 不變 | – |
| JPMJPMorgan Chase & Co | Stock | 165 | $2.60 萬 | <0.1% | +115+230.0% | 加碼 | 歷史 |
| EXCExelon Corp | Stock | 452 | $2.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Inc46434G780 | MSCI SINGPOR ETF | 1,200 | $2.60 萬 | <0.1% | 00.0% | 不變 | – |
| CMCSAComcast Corp | Stock | 543 | $2.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LOWLowes Companies Inc | Stock | 105 | $2.70 萬 | <0.1% | −50−32.3% | 減碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 216 | $2.80 萬 | <0.1% | 00.0% | 不變 | – |
| CDKCDK Global, Inc. | COM | 699 | $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 | – |
| ABTAbbott Laboratories | Stock | 215 | $3.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PAYXPaychex Inc | Stock | 230 | $3.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ACNAccenture plc | Stock | 75 | $3.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MAINMain Street Capital CORP | CEF | 700 | $3.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 124 | $3.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Yamana Gold Inc98462Y100 | COM | 8,000 | $3.40 萬 | <0.1% | 00.0% | 不變 | – |
| AMATApplied Materials Inc | Stock | 225 | $3.50 萬 | <0.1% | +225 | 新進 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 120 | $3.60 萬 | <0.1% | +20+20.0% | 加碼 | 歷史 |
| SNPSSynopsys Inc | COM | 100 | $3.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VanEck ETF Trust92189F700 | AGRIBUSINESS ETF | 395 | $3.80 萬 | <0.1% | 00.0% | 不變 | – |
| CVSCVS Health Corp | Stock | 383 | $3.90 萬 | <0.1% | +101+35.8% | 加碼 | 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 |