Lowe Wealth Advisors, LLC
- SEC CIK
- 0001574010
- 最新申報
- 2025/10/16
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/10/6 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 358
- 較 2022 年第 2 季 +24
- 總值
- $1.70 億
- 較 2022 年第 2 季 −$1,332 萬 (−7.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NTNXNutanix, Inc. | Stock | 200 | $4,000 | <0.1% | 00.0% | 不變 | 歷史 |
| SWBISmith & Wesson Brands, Inc. | COM | 400 | $4,000 | <0.1% | 00.0% | 不變 | 歷史 |
| AUPHAurinia Pharmaceuticals Inc. | COM | 531 | $4,000 | <0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33733B100 | WTR ETF | 60 | $4,000 | <0.1% | +60 | 新進 | – |
| DALDelta Air Lines, Inc. | COM NEW | 150 | $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 | – |
| BGTBlackRock Floating Rate Income Trust | COM | 333 | $4,000 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 46 | $5,000 | <0.1% | 00.0% | 不變 | – |
| PEPPepsiCo Inc | Stock | 28 | $5,000 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 221 | $5,000 | <0.1% | 00.0% | 不變 | – |
| NKENIKE, Inc. | Stock | 62 | $5,000 | <0.1% | +1+1.6% | 加碼 | 歷史 |
| Motley Fool Small-Cap Growth ETF74933W874 | ETF | 200 | $5,000 | <0.1% | −467−70.0% | 減碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 180 | $5,000 | <0.1% | 00.0% | 不變 | – |
| GEGeneral Electric Co | Stock | 80 | $5,000 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 50 | $5,000 | <0.1% | 00.0% | 不變 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 63 | $5,000 | <0.1% | 00.0% | 不變 | – |
| CAHCardinal Health Inc | Stock | 70 | $5,000 | <0.1% | 00.0% | 不變 | 歷史 |
| CCJCameco Corp | Stock | 200 | $5,000 | <0.1% | +200 | 新進 | 歷史 |
| RQICohen & Steers Quality Income Realty Fund Inc | CEF | 444 | $5,000 | <0.1% | 00.0% | 不變 | 歷史 |
| RRCRange Resources Corp | COM | 204 | $5,000 | <0.1% | +204 | 新進 | 歷史 |
| BAHBooz Allen Hamilton Holding Corp | CL A | 51 | $5,000 | <0.1% | 00.0% | 不變 | 歷史 |
| JOEST JOE Co | COM | 150 | $5,000 | <0.1% | 00.0% | 不變 | 歷史 |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 190 | $5,000 | <0.1% | 00.0% | 不變 | – |
| LUVSouthwest Airlines Co | COM | 175 | $5,000 | <0.1% | 00.0% | 不變 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 100 | $5,000 | <0.1% | 00.0% | 不變 | 歷史 |
| DELLDell Technologies Inc. | Stock | 185 | $6,000 | <0.1% | 00.0% | 不變 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 100 | $6,000 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 131 | $6,000 | <0.1% | 00.0% | 不變 | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 227 | $6,000 | <0.1% | 00.0% | 不變 | – |
| ALGNAlign Technology Inc | COM | 30 | $6,000 | <0.1% | 00.0% | 不變 | 歷史 |
| SIRISirius XM Holdings Inc. | COM | 1,100 | $6,000 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 100 | $7,000 | <0.1% | 00.0% | 不變 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 149 | $7,000 | <0.1% | 00.0% | 不變 | – |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 281 | $7,000 | <0.1% | 00.0% | 不變 | – |
| LOWLowes Companies Inc | Stock | 35 | $7,000 | <0.1% | 00.0% | 不變 | 歷史 |
| UAAUnder Armour, Inc. | Stock | 1,048 | $7,000 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 194 | $7,000 | <0.1% | 00.0% | 不變 | – |
| Global X FDS37954Y715 | RBTCS ARTFL INTE | 380 | $7,000 | <0.1% | −1,075−73.9% | 減碼 | – |
| NUENucor Corp | COM | 67 | $7,000 | <0.1% | +67 | 新進 | 歷史 |
| iShares Tr464288604 | MRGSTR SM CP GR | 210 | $7,000 | <0.1% | 00.0% | 不變 | – |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 183 | $7,000 | <0.1% | 00.0% | 不變 | – |
| GLDSPDR Gold Trust | ETF | 50 | $8,000 | <0.1% | 00.0% | 不變 | 歷史 |
| ACNAccenture plc | Stock | 30 | $8,000 | <0.1% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 208 | $8,000 | <0.1% | 00.0% | 不變 | 歷史 |
| MSMorgan Stanley | Stock | 100 | $8,000 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138G706 | SOLAR ETF | 115 | $8,000 | <0.1% | 00.0% | 不變 | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 165 | $8,000 | <0.1% | 00.0% | 不變 | – |
| INVHInvitation Homes Inc. | COM | 225 | $8,000 | <0.1% | 00.0% | 不變 | 歷史 |
| DPZDominos Pizza Inc | COM | 27 | $8,000 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 60 | $8,000 | <0.1% | 00.0% | 不變 | – |
| UAUnder Armour, Inc. | CL C | 1,271 | $8,000 | <0.1% | 00.0% | 不變 | 歷史 |
| SRCLStericycle Inc | COM | 200 | $8,000 | <0.1% | 00.0% | 不變 | 歷史 |
| NFLXNetflix Inc | Stock | 37 | $9,000 | <0.1% | 00.0% | 不變 | 歷史 |
| PAYXPaychex Inc | Stock | 80 | $9,000 | <0.1% | 00.0% | 不變 | 歷史 |
| QCOMQualcomm Inc | Stock | 80 | $9,000 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 195 | $9,000 | <0.1% | 00.0% | 不變 | – |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 300 | $9,000 | <0.1% | 00.0% | 不變 | – |
| CHDNChurchill Downs Inc | COM | 50 | $9,000 | <0.1% | 00.0% | 不變 | 歷史 |
| VMWVmware LLC | CL A COM | 81 | $9,000 | <0.1% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 50 | $1.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 225 | $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 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 36 | $1.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DJPBarclays Bank PLC | DJUBS CMDT ETN36 | 310 | $1.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BALLBALL Corp | COM | 220 | $1.10 萬 | <0.1% | +220 | 新進 | 歷史 |
| FEFirstenergy Corp | COM | 285 | $1.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 85 | $1.10 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 150 | $1.20 萬 | <0.1% | 00.0% | 不變 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 85 | $1.20 萬 | <0.1% | 00.0% | 不變 | – |
| COPConocoPhillips | Stock | 117 | $1.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ORCLOracle Corp | Stock | 200 | $1.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 76 | $1.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 90 | $1.20 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Inc464286533 | MSCI EMERG MRKT | 245 | $1.20 萬 | <0.1% | 00.0% | 不變 | – |
| WisdomTree Tr97717W851 | JAPN HEDGE EQT | 200 | $1.20 萬 | <0.1% | 00.0% | 不變 | – |
| CORCencora, Inc. | Stock | 97 | $1.30 萬 | <0.1% | +97 | 新進 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 60 | $1.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TGTTarget Corp | Stock | 90 | $1.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288752 | US HOME CONS ETF | 250 | $1.30 萬 | <0.1% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V266 | S&P500 PUR GWT | 93 | $1.30 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 158 | $1.30 萬 | <0.1% | 00.0% | 不變 | – |
| NOKNokia Corp | SPONSORED ADR | 2,946 | $1.30 萬 | <0.1% | +2,946 | 新進 | 歷史 |
| OKEONEOK Inc | COM | 251 | $1.30 萬 | <0.1% | +251 | 新進 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 161 | $1.30 萬 | <0.1% | 00.0% | 不變 | – |
| Ramco-Gershenson Properties Trust74971D200 | PERP PFD-D CV | 300 | $1.30 萬 | <0.1% | 00.0% | 不變 | – |
| MAMastercard Inc | Stock | 50 | $1.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CMCSAComcast Corp | Stock | 468 | $1.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 31 | $1.40 萬 | <0.1% | +1+3.3% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 175 | $1.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NADNuveen Quality Municipal Income Fund | COM | 1,233 | $1.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 196 | $1.50 萬 | <0.1% | 00.0% | 不變 | – |
| TJXTJX Companies Inc | Stock | 247 | $1.50 萬 | <0.1% | +247 | 新進 | 歷史 |
| GOOGAlphabet Inc. | Stock | 160 | $1.50 萬 | <0.1% | 00.0% | 不變依 20 比 1 拆股換算 | 歷史 |
| WMWaste Management Inc | Stock | 102 | $1.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| XYZBlock, Inc. | CL A | 285 | $1.60 萬 | <0.1% | +285 | 新進 | 歷史 |
| First Tr Exchange Traded FD33734X143 | HLTH CARE ALPH | 161 | $1.60 萬 | <0.1% | 00.0% | 不變 | – |
| PEverpure, Inc. | CL A | 575 | $1.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FLCFlaherty & Crumrine Total Return Fund Inc | COM | 1,000 | $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 |
| GOOGLAlphabet Inc. | Stock | 180 | $1.70 萬 | <0.1% | +20+12.5% | 加碼依 20 比 1 拆股換算 | 歷史 |
2022 年第 2 季之後清倉（6 檔）
2022 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 2 季股數 | 2022 年第 2 季市值 | 2022 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CDKCDK Global, Inc. | COM | 699 | $3.80 萬 | <0.1% | 歷史 |
| NVONovo Nordisk A S | ADR | 150 | $1.70 萬 | <0.1% | 歷史 |
| Strategy Shares Nasdaq 7HANDL Index ETF86280R506 | ETF | 200 | $4,000 | <0.1% | – |
| COHRCoherent Corp. | COM | 30 | $2,000 | <0.1% | 歷史 |
| CF Acquisition Corp VI12521J103 | COM CL A | 180 | $2,000 | <0.1% | – |
| ProShares Bitcoin ETF74347G440 | ETF | 40 | $0 | 0.0% | – |