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 |
|---|---|---|---|---|---|---|---|
| iShares Inc464286350 | MSCI AGR PRO ETF | 96 | $5,000 | <0.1% | 00.0% | 不變 | – |
| MEDMedifast Inc | COM | 30 | $5,000 | <0.1% | 00.0% | 不變 | 歷史 |
| NFLXNetflix Inc | Stock | 17 | $6,000 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 221 | $6,000 | <0.1% | +221 | 新進 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 85 | $6,000 | <0.1% | 00.0% | 不變 | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 50 | $6,000 | <0.1% | 00.0% | 不變 | – |
| SWBISmith & Wesson Brands, Inc. | COM | 400 | $6,000 | <0.1% | 00.0% | 不變 | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 150 | $6,000 | <0.1% | 00.0% | 不變 | 歷史 |
| SPLKSplunk Inc | COM | 40 | $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 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 46 | $7,000 | <0.1% | −50−52.1% | 減碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 180 | $7,000 | <0.1% | −100−35.7% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 25 | $7,000 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 131 | $7,000 | <0.1% | +131 | 新進 | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 227 | $7,000 | <0.1% | +227 | 新進 | – |
| NOCNorthrop Grumman Corp | Stock | 15 | $7,000 | <0.1% | 00.0% | 不變 | 歷史 |
| RQICohen & Steers Quality Income Realty Fund Inc | CEF | 444 | $7,000 | <0.1% | 00.0% | 不變 | 歷史 |
| PWRQuanta Services, Inc. | COM | 50 | $7,000 | <0.1% | 00.0% | 不變 | 歷史 |
| AUPHAurinia Pharmaceuticals Inc. | COM | 531 | $7,000 | <0.1% | 00.0% | 不變 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 100 | $7,000 | <0.1% | 00.0% | 不變 | 歷史 |
| SIRISirius XM Holdings Inc. | COM | 1,100 | $7,000 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 100 | $8,000 | <0.1% | 00.0% | 不變 | – |
| NKENIKE, Inc. | Stock | 61 | $8,000 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 149 | $8,000 | <0.1% | +149 | 新進 | – |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 281 | $8,000 | <0.1% | +281 | 新進 | – |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 250 | $8,000 | <0.1% | −40,190−99.4% | 減碼 | – |
| LUVSouthwest Airlines Co | COM | 175 | $8,000 | <0.1% | 00.0% | 不變 | 歷史 |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 380 | $8,000 | <0.1% | 00.0% | 不變 | 歷史 |
| WisdomTree Tr97717W869 | EUROPE SMCP DV | 115 | $8,000 | <0.1% | 00.0% | 不變 | – |
| GLDSPDR Gold Trust | ETF | 50 | $9,000 | <0.1% | 00.0% | 不變 | 歷史 |
| DELLDell Technologies Inc. | Stock | 185 | $9,000 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 186 | $9,000 | <0.1% | +186 | 新進 | – |
| MSMorgan Stanley | Stock | 100 | $9,000 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 194 | $9,000 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464288604 | MRGSTR SM CP GR | 210 | $9,000 | <0.1% | 00.0% | 不變 | – |
| INVHInvitation Homes Inc. | COM | 225 | $9,000 | <0.1% | +225 | 新進 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 60 | $9,000 | <0.1% | 00.0% | 不變 | – |
| VMWVmware LLC | CL A COM | 81 | $9,000 | <0.1% | 00.0% | 不變 | 歷史 |
| Strategy Shares Nasdaq 7HANDL Index ETF86280R506 | ETF | 411 | $1.00 萬 | <0.1% | +411 | 新進 | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 165 | $1.00 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 183 | $1.00 萬 | <0.1% | +183 | 新進 | – |
| MFLBlackRock Muniholdings Investment Quality Fund | COM | 800 | $1.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PAYXPaychex Inc | Stock | 80 | $1.10 萬 | <0.1% | −150−65.2% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 100 | $1.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 195 | $1.10 萬 | <0.1% | +195 | 新進 | – |
| LOWLowes Companies Inc | Stock | 55 | $1.10 萬 | <0.1% | −50−47.6% | 減碼 | 歷史 |
| DJPBarclays Bank PLC | DJUBS CMDT ETN36 | 310 | $1.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CHDNChurchill Downs Inc | COM | 50 | $1.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HRBH&R Block Inc | COM | 406 | $1.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DPZDominos Pizza Inc | COM | 27 | $1.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V621 | FINL PFD ETF | 650 | $1.10 萬 | <0.1% | 00.0% | 不變 | – |
| QCOMQualcomm Inc | Stock | 80 | $1.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 208 | $1.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 20 | $1.20 萬 | <0.1% | +20 | 新進 | 歷史 |
| COPConocoPhillips | Stock | 117 | $1.20 萬 | <0.1% | −80−40.6% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 225 | $1.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DEDeere & Co | Stock | 29 | $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 |
| SRCLStericycle Inc | COM | 200 | $1.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ALGNAlign Technology Inc | COM | 30 | $1.30 萬 | <0.1% | −35−53.8% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 50 | $1.40 萬 | <0.1% | −15−23.1% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 100 | $1.40 萬 | <0.1% | −65−39.4% | 減碼 | 歷史 |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 300 | $1.40 萬 | <0.1% | 00.0% | 不變 | – |
| Northern LTS FD Tr IV66538H419 | INSPIRE INTL ETF | 456 | $1.40 萬 | <0.1% | +456 | 新進 | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 85 | $1.40 萬 | <0.1% | 00.0% | 不變 | – |
| DUKDuke Energy CORP | Stock | 133 | $1.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 150 | $1.50 萬 | <0.1% | 00.0% | 不變 | – |
| DVNDevon Energy Corp | Stock | 250 | $1.50 萬 | <0.1% | +200+400.0% | 加碼 | 歷史 |
| iShares Tr464288752 | US HOME CONS ETF | 250 | $1.50 萬 | <0.1% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 90 | $1.50 萬 | <0.1% | +90 | 新進 | – |
| iShares Inc464286533 | MSCI EMERG MRKT | 245 | $1.50 萬 | <0.1% | 00.0% | 不變 | – |
| WMWaste Management Inc | Stock | 102 | $1.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 60 | $1.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 85 | $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 | – |
| NADNuveen Quality Municipal Income Fund | COM | 1,233 | $1.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LEGLeggett & Platt Inc | Stock | 500 | $1.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ACNAccenture plc | Stock | 50 | $1.70 萬 | <0.1% | −25−33.3% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 200 | $1.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 76 | $1.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 11 | $1.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287739 | U.S. REAL ES ETF | 158 | $1.70 萬 | <0.1% | 00.0% | 不變 | – |
| MAMastercard Inc | Stock | 50 | $1.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 172 | $1.80 萬 | <0.1% | 00.0% | 不變 | – |
| UAAUnder Armour, Inc. | Stock | 1,048 | $1.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchange Traded FD33734X143 | HLTH CARE ALPH | 161 | $1.80 萬 | <0.1% | 00.0% | 不變 | – |
| AVGOBroadcom Inc. | Stock | 30 | $1.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RTXRTX Corp | Stock | 187 | $1.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PEverpure, Inc. | CL A | 575 | $2.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UAUnder Armour, Inc. | CL C | 1,271 | $2.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FLCFlaherty & Crumrine Total Return Fund Inc | COM | 1,000 | $2.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Motley Fool Small-Cap Growth ETF74933W874 | ETF | 667 | $2.10 萬 | <0.1% | 00.0% | 不變 | – |
| NVONovo Nordisk A S | ADR | 190 | $2.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LXP.PCLXP Industrial Trust | PREFERRED | 400 | $2.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 256 | $2.20 萬 | <0.1% | +256 | 新進 | – |
| GOOGLAlphabet Inc. | Stock | 8 | $2.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CMCSAComcast Corp | Stock | 468 | $2.20 萬 | <0.1% | −75−13.8% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 8 | $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 |
| AMATApplied Materials Inc | Stock | 175 | $2.30 萬 | <0.1% | −50−22.2% | 減碼 | 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% | – |