Lowe Wealth Advisors, LLC
- SEC CIK
- 0001574010
- 最新申報
- 2025/10/16
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/1/17 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 357
- 較 2022 年第 3 季 −1
- 總值
- $1.81 億
- 較 2022 年第 3 季 +$1,114 萬 (+6.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Advanced Battery Technologies Inc00752H102 | COM | 30 | $0 | 0.0% | 00.0% | 不變 | – |
| NBEVNewAge, Inc. | COM | 100 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| CFMSConformis Inc | COM NEW | 5 | $17 | <0.1% | −1−10.7% | 減碼依 1 比 25 拆股換算 | 歷史 |
| GRPNGroupon, Inc. | COM NEW | 4 | $34 | <0.1% | 00.0% | 不變 | 歷史 |
| NMINuveen Municipal Income Fund Inc | COM | 7 | $66 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 2 | $74 | <0.1% | 00.0% | 不變 | – |
| NVTnVent Electric plc | SHS | 2 | $77 | <0.1% | 00.0% | 不變 | 歷史 |
| ETF Managers Tr26924G508 | ETFMG ALTR HRVST | 35 | $149 | <0.1% | 00.0% | 不變 | – |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 4 | $163 | <0.1% | 00.0% | 不變 | 歷史 |
| WisdomTree Tr97717W869 | EUROPE SMCP DV | 3 | $164 | <0.1% | 00.0% | 不變 | – |
| VTRSViatris Inc | Stock | 15 | $167 | <0.1% | 00.0% | 不變 | 歷史 |
| KSSKOHLS Corp | Stock | 7 | $177 | <0.1% | 00.0% | 不變 | 歷史 |
| SPBSpectrum Brands Holdings, Inc. | COM | 3 | $183 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V407 | INVESCO MSCI | 5 | $239 | <0.1% | 00.0% | 不變 | – |
| Schwab Strategic Tr808524789 | FUNDAMENTAL US B | 5 | $263 | <0.1% | 00.0% | 不變 | – |
| BHCBausch Health Companies Inc. | Stock | 50 | $314 | <0.1% | 00.0% | 不變 | 歷史 |
| VSHVishay Intertechnology Inc | COM | 15 | $324 | <0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchange Traded FD33733A102 | CHINDIA ETF | 10 | $381 | <0.1% | 00.0% | 不變 | – |
| AMCAMC Entertainment Holdings, Inc. | CL A COM | 100 | $407 | <0.1% | 00.0% | 不變 | 歷史 |
| QSQuantumScape Corp | COM CL A | 75 | $425 | <0.1% | 00.0% | 不變 | 歷史 |
| EVGOEVgo Inc. | CL A COM | 100 | $447 | <0.1% | 00.0% | 不變 | 歷史 |
| SOFISoFi Technologies, Inc. | Stock | 100 | $461 | <0.1% | 00.0% | 不變 | 歷史 |
| EBSEmergent BioSolutions Inc. | COM | 40 | $472 | <0.1% | −40−50.0% | 減碼 | 歷史 |
| JAZZJazz Pharmaceuticals plc | SHS USD | 3 | $478 | <0.1% | 00.0% | 不變 | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 5 | $499 | <0.1% | +2+66.7% | 加碼 | 歷史 |
| ARNCArconic Corp | COM | 25 | $529 | <0.1% | 00.0% | 不變 | 歷史 |
| AQMSAqua Metals, Inc. | COM | 455 | $569 | <0.1% | 00.0% | 不變 | 歷史 |
| AALAmerican Airlines Group Inc. | Stock | 45 | $572 | <0.1% | 00.0% | 不變 | 歷史 |
| JCIJohnson Controls International plc | Stock | 9 | $576 | <0.1% | 00.0% | 不變 | 歷史 |
| SCORComscore, Inc. | COM | 500 | $580 | <0.1% | 00.0% | 不變 | 歷史 |
| PRTAProthena Corp Public Ltd Co | SHS | 10 | $603 | <0.1% | 00.0% | 不變 | 歷史 |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 68 | $619 | <0.1% | −350−83.7% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138G102 | S&P SMLCP LOW | 14 | $625 | <0.1% | −5−26.3% | 減碼 | – |
| MDTMedtronic plc | Stock | 9 | $699 | <0.1% | 00.0% | 不變 | 歷史 |
| DOWDow Inc. | Stock | 14 | $705 | <0.1% | 00.0% | 不變 | 歷史 |
| JWNNordstrom Inc | Stock | 45 | $726 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138E198 | S&P MIDCP LOW | 14 | $749 | <0.1% | 00.0% | 不變 | – |
| JOANJOANN Inc. | COM | 265 | $755 | <0.1% | 00.0% | 不變 | 歷史 |
| NTRNutrien Ltd. | COM | 12 | $876 | <0.1% | 00.0% | 不變 | 歷史 |
| NIONIO Inc. | ADR | 100 | $975 | <0.1% | 00.0% | 不變 | 歷史 |
| AOUTAmerican Outdoor Brands, Inc. | COM | 99 | $992 | <0.1% | 00.0% | 不變 | 歷史 |
| LLLL Flooring Holdings, Inc. | COM | 200 | $1,124 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138E537 | NATL AMT MUNI | 50 | $1,147 | <0.1% | 00.0% | 不變 | – |
| TELTE Connectivity plc | REG SHS | 10 | $1,148 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 6 | $1,285 | <0.1% | 00.0% | 不變 | – |
| TFCTruist Financial Corp | COM | 30 | $1,291 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 41 | $1,305 | <0.1% | 00.0% | 不變 | – |
| SNAPSnap Inc | Stock | 150 | $1,343 | <0.1% | 00.0% | 不變 | 歷史 |
| GMGeneral Motors Co | COM | 40 | $1,346 | <0.1% | 00.0% | 不變 | 歷史 |
| Wheeler Real Estate Investment Trust, Inc.963025309 | CPR | 900 | $1,368 | <0.1% | 00.0% | 不變 | – |
| SPCEVirgin Galactic Holdings, Inc | COM | 401 | $1,395 | <0.1% | 00.0% | 不變 | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 38 | $1,417 | <0.1% | +1+2.7% | 加碼 | 歷史 |
| WHWyndham Hotels & Resorts, Inc. | COM | 20 | $1,426 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 49 | $1,455 | <0.1% | 00.0% | 不變 | – |
| HBIHanesbrands Inc. | COM | 250 | $1,590 | <0.1% | +250 | 新進 | 歷史 |
| LULUlululemon athletica inc. | Stock | 5 | $1,602 | <0.1% | 00.0% | 不變 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 25 | $1,799 | <0.1% | 00.0% | 不變 | 歷史 |
| METMetlife Inc | Stock | 26 | $1,882 | <0.1% | +26 | 新進 | 歷史 |
| ENVXEnovix Corp | COM | 180 | $2,239 | <0.1% | +90+100.0% | 加碼 | 歷史 |
| AUPHAurinia Pharmaceuticals Inc. | COM | 531 | $2,294 | <0.1% | 00.0% | 不變 | 歷史 |
| RUMRUM Group Inc. | Stock | 400 | $2,380 | <0.1% | +140+53.8% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 18 | $2,387 | <0.1% | 00.0% | 不變 | 歷史 |
| BYNDBeyond Meat, Inc. | COM | 200 | $2,462 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 79 | $2,486 | <0.1% | 00.0% | 不變 | – |
| RGRSturm Ruger & Co Inc | Stock | 50 | $2,531 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 40 | $2,556 | <0.1% | 00.0% | 不變 | – |
| Fidelity MSCI Energy Index ETF316092402 | ETF | 110 | $2,622 | <0.1% | 00.0% | 不變 | – |
| MNKDMannkind Corp | COM NEW | 500 | $2,635 | <0.1% | 00.0% | 不變 | 歷史 |
| MARMarriott International Inc | Stock | 18 | $2,680 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 40 | $2,732 | <0.1% | 00.0% | 不變 | – |
| ACADAcadia Pharmaceuticals Inc | COM | 180 | $2,866 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 44 | $2,888 | <0.1% | 00.0% | 不變 | – |
| AXPAmerican Express Co | Stock | 20 | $2,955 | <0.1% | 00.0% | 不變 | 歷史 |
| BF.BBrown Forman Corp | Stock | 45 | $2,956 | <0.1% | 00.0% | 不變 | 歷史 |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 380 | $3,063 | <0.1% | 00.0% | 不變 | 歷史 |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 50 | $3,199 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464287556 | ISHARES BIOTECH | 25 | $3,282 | <0.1% | 00.0% | 不變 | – |
| STWDStarwood Property Trust, Inc. | COM | 180 | $3,299 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 14 | $3,386 | <0.1% | 00.0% | 不變 | – |
| SPLKSplunk Inc | COM | 40 | $3,444 | <0.1% | 00.0% | 不變 | 歷史 |
| MEDMedifast Inc | COM | 30 | $3,461 | <0.1% | 00.0% | 不變 | 歷史 |
| PNRPENTAIR plc | SHS | 77 | $3,463 | <0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33736G106 | GBL WND ENRG ETF | 200 | $3,464 | <0.1% | 00.0% | 不變 | – |
| SWBISmith & Wesson Brands, Inc. | COM | 400 | $3,472 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 75 | $3,599 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464288174 | GL TIMB FORE ETF | 50 | $3,638 | <0.1% | 00.0% | 不變 | – |
| BGTBlackRock Floating Rate Income Trust | COM | 333 | $3,643 | <0.1% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 25 | $3,658 | <0.1% | 00.0% | 不變 | 歷史 |
| HWMHowmet Aerospace Inc. | Stock | 100 | $3,941 | <0.1% | 00.0% | 不變 | 歷史 |
| First Trust Cloud Computing ETF33734X192 | ETF | 70 | $4,033 | <0.1% | 00.0% | 不變 | – |
| iShares Inc464286350 | MSCI AGR PRO ETF | 96 | $4,114 | <0.1% | 00.0% | 不變 | – |
| Schwab Fundamental International Small Equity ETF808524748 | ETF | 136 | $4,251 | <0.1% | 00.0% | 不變 | – |
| UPSUnited Parcel Service Inc | Stock | 25 | $4,346 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Global Clean Energy ETF464288224 | ETF | 220 | $4,367 | <0.1% | 00.0% | 不變 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 63 | $4,743 | <0.1% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD33733B100 | WTR ETF | 60 | $4,762 | <0.1% | 00.0% | 不變 | – |
| Motley Fool Small-Cap Growth ETF74933W874 | ETF | 200 | $4,890 | <0.1% | 00.0% | 不變 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 85 | $4,920 | <0.1% | 00.0% | 不變 | – |
| RRCRange Resources Corp | COM | 204 | $5,104 | <0.1% | 00.0% | 不變 | 歷史 |
| RQICohen & Steers Quality Income Realty Fund Inc | CEF | 444 | $5,106 | <0.1% | 00.0% | 不變 | 歷史 |
2022 年第 3 季之後清倉（12 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 3 季股數 | 2022 年第 3 季市值 | 2022 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| TWTRTwitter, Inc. | COM | 1,100 | $4.80 萬 | <0.1% | 歷史 |
| TJXTJX Companies Inc | Stock | 247 | $1.50 萬 | <0.1% | 歷史 |
| Ramco-Gershenson Properties Trust74971D200 | PERP PFD-D CV | 300 | $1.30 萬 | <0.1% | – |
| NUENucor Corp | COM | 67 | $7,000 | <0.1% | 歷史 |
| SIRISirius XM Holdings Inc. | COM | 1,100 | $6,000 | <0.1% | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 150 | $4,000 | <0.1% | 歷史 |
| Schwab U.S. REIT ETF808524847 | ETF | 84 | $2,000 | <0.1% | – |
| DKNGDraftKings Inc. | Stock | 100 | $2,000 | <0.1% | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 25 | $2,000 | <0.1% | 歷史 |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 13 | $1,000 | <0.1% | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 17 | $1,000 | <0.1% | – |
| OGNOrganon & Co. | Stock | 4 | $0 | 0.0% | 歷史 |