Lowe Wealth Advisors, LLC
- SEC CIK
- 0001574010
- 最新申報
- 2025/10/16
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/4/8 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 339
- 較 2021 年第 4 季 +24
- 總值
- $2.21 億
- 較 2021 年第 4 季 −$619.2 萬 (−2.7%)
| 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 |
| State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391 | ETF | 2 | $0 | 0.0% | +2 | 新進 | – |
| VTRSViatris Inc | Stock | 15 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| OGNOrganon & Co. | Stock | 4 | $0 | 0.0% | 00.0% | 不變 | 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% | 00.0% | 不變 | – |
| First Tr Exchange Traded FD33733A102 | CHINDIA ETF | 10 | $0 | 0.0% | 00.0% | 不變 | – |
| 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 |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 41 | $1,000 | <0.1% | +41 | 新進 | – |
| 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 |
| SOFISoFi Technologies, Inc. | Stock | 100 | $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% | 00.0% | 不變 | 歷史 |
| AOUTAmerican Outdoor Brands, Inc. | COM | 99 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| QSQuantumScape Corp | COM CL A | 75 | $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 | – |
| ENVXEnovix Corp | COM | 90 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138E719 | BLOO EN ANGE ETF | 48 | $1,000 | <0.1% | +48 | 新進 | – |
| NTRNutrien Ltd. | COM | 12 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A516 | ST INTL BBG ETF | 21 | $1,000 | <0.1% | +21 | 新進 | – |
| EVGOEVgo Inc. | CL A COM | 100 | $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 | 500 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| TELTE Connectivity plc | REG SHS | 10 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| CF Acquisition Corp VI12521J103 | COM CL A | 80 | $1,000 | <0.1% | 00.0% | 不變 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 6 | $2,000 | <0.1% | −7−53.8% | 減碼 | – |
| NIONIO Inc. | ADR | 100 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab U.S. REIT ETF808524847 | ETF | 84 | $2,000 | <0.1% | +84 | 新進 | – |
| 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% | 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 | – |
| GMGeneral Motors Co | COM | 40 | $2,000 | <0.1% | 00.0% | 不變 | 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 |
| AMCAMC Entertainment Holdings, Inc. | CL A COM | 100 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
| DKNGDraftKings Inc. | COM CL A | 100 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 37 | $2,000 | <0.1% | +1+2.8% | 加碼 | 歷史 |
| MARMarriott International Inc | Stock | 18 | $3,000 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 79 | $3,000 | <0.1% | +79 | 新進 | – |
| VLOValero Energy Corp | Stock | 25 | $3,000 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 49 | $3,000 | <0.1% | +49 | 新進 | – |
| 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 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 11 | $3,000 | <0.1% | 00.0% | 不變 | – |
| ADMArcher-Daniels-Midland Co | Stock | 30 | $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 | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 40 | $3,000 | <0.1% | −32−44.4% | 減碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 44 | $3,000 | <0.1% | 00.0% | 不變 | – |
| STSensata Technologies Holding plc | SHS | 50 | $3,000 | <0.1% | −615−92.5% | 減碼 | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 25 | $3,000 | <0.1% | −30−54.5% | 減碼 | – |
| EBSEmergent BioSolutions Inc. | COM | 80 | $3,000 | <0.1% | 00.0% | 不變 | 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 |
| CSXCSX Corp | Stock | 96 | $4,000 | <0.1% | 00.0% | 不變 | 歷史 |
| CRMSalesforce, Inc. | Stock | 18 | $4,000 | <0.1% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 33 | $4,000 | <0.1% | 00.0% | 不變 | 歷史 |
| AXPAmerican Express Co | Stock | 20 | $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 | – |
| HWMHowmet Aerospace Inc. | Stock | 100 | $4,000 | <0.1% | 00.0% | 不變 | 歷史 |
| ACADAcadia Pharmaceuticals Inc | COM | 180 | $4,000 | <0.1% | 00.0% | 不變 | 歷史 |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 418 | $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 |
| PNRPENTAIR plc | SHS | 77 | $4,000 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288174 | GL TIMB FORE ETF | 50 | $4,000 | <0.1% | 00.0% | 不變 | – |
| STWDStarwood Property Trust, Inc. | COM | 180 | $4,000 | <0.1% | 00.0% | 不變 | 歷史 |
| BGTBlackRock Floating Rate Income Trust | COM | 333 | $4,000 | <0.1% | 00.0% | 不變 | 歷史 |
| SPCEVirgin Galactic Holdings, Inc | COM | 401 | $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 |
| PEPPepsiCo Inc | Stock | 28 | $5,000 | <0.1% | 00.0% | 不變 | 歷史 |
| SNAPSnap Inc | Stock | 150 | $5,000 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 75 | $5,000 | <0.1% | 00.0% | 不變 | – |
| Schwab Fundamental International Small Equity ETF808524748 | ETF | 136 | $5,000 | <0.1% | +136 | 新進 | – |
| 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 | – |
| NTNXNutanix, Inc. | Stock | 200 | $5,000 | <0.1% | 00.0% | 不變 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 25 | $5,000 | <0.1% | 00.0% | 不變 | 歷史 |
2021 年第 4 季之後清倉（9 檔）
2021 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 4 季股數 | 2021 年第 4 季市值 | 2021 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 400 | $6.60 萬 | <0.1% | – |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 57 | $1.80 萬 | <0.1% | – |
| FMCFMC Corp | COM NEW | 100 | $1.10 萬 | <0.1% | 歷史 |
| MOAltria Group, Inc. | Stock | 200 | $9,000 | <0.1% | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 170 | $9,000 | <0.1% | – |
| MASIMasimo Corp | COM | 25 | $7,000 | <0.1% | 歷史 |
| NEENextera Energy Inc | Stock | 24 | $2,000 | <0.1% | 歷史 |
| NVSNovartis AG | ADR | 21 | $2,000 | <0.1% | 歷史 |
| Royal Dutch Shell PLC780259107 | SPON ADR B | 15 | $1,000 | <0.1% | – |