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 |
|---|---|---|---|---|---|---|---|
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 190 | $5,134 | <0.1% | 00.0% | 不變 | – |
| TAPMolson Coors Beverage Co | CL B | 100 | $5,152 | <0.1% | +100 | 新進 | 歷史 |
| NTNXNutanix, Inc. | Stock | 200 | $5,210 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 221 | $5,231 | <0.1% | 00.0% | 不變 | – |
| BAHBooz Allen Hamilton Holding Corp | CL A | 51 | $5,331 | <0.1% | 00.0% | 不變 | 歷史 |
| CAHCardinal Health Inc | Stock | 70 | $5,381 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 50 | $5,404 | <0.1% | 00.0% | 不變 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 46 | $5,724 | <0.1% | 00.0% | 不變 | – |
| JOEST JOE Co | COM | 150 | $5,798 | <0.1% | 00.0% | 不變 | 歷史 |
| LUVSouthwest Airlines Co | COM | 175 | $5,892 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 131 | $6,120 | <0.1% | 00.0% | 不變 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 180 | $6,156 | <0.1% | 00.0% | 不變 | – |
| ALGNAlign Technology Inc | COM | 30 | $6,327 | <0.1% | 00.0% | 不變 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 100 | $6,477 | <0.1% | 00.0% | 不變 | 歷史 |
| MMM3M Co | Stock | 55 | $6,596 | <0.1% | +50+1,000.0% | 加碼 | 歷史 |
| Schwab Fundamental International Equity ETF808524755 | ETF | 227 | $6,599 | <0.1% | 00.0% | 不變 | – |
| INVHInvitation Homes Inc. | COM | 225 | $6,669 | <0.1% | 00.0% | 不變 | 歷史 |
| GEGeneral Electric Co | Stock | 80 | $6,703 | <0.1% | 00.0% | 不變 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 100 | $6,780 | <0.1% | 00.0% | 不變 | 歷史 |
| CCJCameco Corp | Stock | 300 | $6,801 | <0.1% | +100+50.0% | 加碼 | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 149 | $6,802 | <0.1% | 00.0% | 不變 | – |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 281 | $6,963 | <0.1% | 00.0% | 不變 | – |
| LOWLowes Companies Inc | Stock | 35 | $7,010 | <0.1% | 00.0% | 不變 | 歷史 |
| STORStore Capital LLC | COM | 225 | $7,214 | <0.1% | +225 | 新進 | 歷史 |
| NKENIKE, Inc. | Stock | 62 | $7,247 | <0.1% | 00.0% | 不變 | 歷史 |
| DELLDell Technologies Inc. | Stock | 185 | $7,441 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 100 | $7,455 | <0.1% | 00.0% | 不變 | – |
| GLDSPDR Gold Trust | ETF | 44 | $7,464 | <0.1% | −6−12.0% | 減碼 | 歷史 |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 183 | $7,565 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464288604 | MRGSTR SM CP GR | 210 | $7,568 | <0.1% | 00.0% | 不變 | – |
| Global X FDS37954Y715 | RBTCS ARTFL INTE | 380 | $7,809 | <0.1% | 00.0% | 不變 | – |
| ACNAccenture plc | Stock | 30 | $8,005 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 194 | $8,142 | <0.1% | 00.0% | 不變 | – |
| Invesco Exch Traded FD Tr II46138G706 | SOLAR ETF | 115 | $8,388 | <0.1% | 00.0% | 不變 | – |
| MSMorgan Stanley | Stock | 100 | $8,502 | <0.1% | 00.0% | 不變 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 25 | $8,585 | <0.1% | −50−66.7% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 80 | $8,795 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 165 | $9,148 | <0.1% | 00.0% | 不變 | – |
| PAYXPaychex Inc | Stock | 80 | $9,245 | <0.1% | 00.0% | 不變 | 歷史 |
| DPZDominos Pizza Inc | COM | 27 | $9,353 | <0.1% | 00.0% | 不變 | 歷史 |
| VMWVmware LLC | CL A COM | 81 | $9,944 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 100 | $9,956 | <0.1% | +100 | 新進 | – |
| SRCLStericycle Inc | COM | 200 | $9,978 | <0.1% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 50 | $1.04 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 195 | $1.04 萬 | <0.1% | 00.0% | 不變 | – |
| DJPBarclays Bank PLC | DJUBS CMDT ETN36 | 310 | $1.04 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MYDBlackRock Muniyield Fund, Inc. | COM | 1,005 | $1.05 萬 | <0.1% | +1,005 | 新進 | 歷史 |
| CHDNChurchill Downs Inc | COM | 50 | $1.06 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UAAUnder Armour, Inc. | Stock | 1,048 | $1.06 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 300 | $1.07 萬 | <0.1% | 00.0% | 不變 | – |
| NFLXNetflix Inc | Stock | 37 | $1.09 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 85 | $1.10 萬 | <0.1% | 00.0% | 不變 | – |
| BALLBALL Corp | COM | 220 | $1.13 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UAUnder Armour, Inc. | CL C | 1,271 | $1.13 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 225 | $1.15 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMATApplied Materials Inc | Stock | 120 | $1.17 萬 | <0.1% | −55−31.4% | 減碼 | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 85 | $1.18 萬 | <0.1% | 00.0% | 不變 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 36 | $1.19 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FEFirstenergy Corp | COM | 285 | $1.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 85 | $1.20 萬 | <0.1% | +25+41.7% | 加碼 | – |
| DGDollar General Corp | COM | 50 | $1.23 萬 | <0.1% | −50−50.0% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 29 | $1.24 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 150 | $1.25 萬 | <0.1% | 00.0% | 不變 | – |
| WisdomTree Tr97717W851 | JAPN HEDGE EQT | 200 | $1.29 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Inc464286533 | MSCI EMERG MRKT | 245 | $1.30 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 158 | $1.33 萬 | <0.1% | 00.0% | 不變 | – |
| TGTTarget Corp | Stock | 90 | $1.34 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 161 | $1.37 萬 | <0.1% | 00.0% | 不變 | – |
| NOKNokia Corp | SPONSORED ADR | 2,946 | $1.37 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| COPConocoPhillips | Stock | 117 | $1.38 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 90 | $1.40 萬 | <0.1% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V266 | S&P500 PUR GWT | 93 | $1.41 萬 | <0.1% | 00.0% | 不變 | – |
| NADNuveen Quality Municipal Income Fund | COM | 1,233 | $1.45 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 308 | $1.47 萬 | <0.1% | +100+48.1% | 加碼 | 歷史 |
| HRBH&R Block Inc | COM | 406 | $1.48 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KMBKimberly Clark Corp | Stock | 111 | $1.51 萬 | <0.1% | +101+1,010.0% | 加碼 | 歷史 |
| iShares Tr464288752 | US HOME CONS ETF | 250 | $1.52 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 196 | $1.52 萬 | <0.1% | 00.0% | 不變 | – |
| BDXBecton Dickinson & Co | Stock | 60 | $1.53 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 11 | $1.53 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PEverpure, Inc. | CL A | 575 | $1.54 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FLCFlaherty & Crumrine Total Return Fund Inc | COM | 1,000 | $1.58 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 180 | $1.59 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 105 | $1.59 萬 | <0.1% | +80+320.0% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 102 | $1.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CORCencora, Inc. | Stock | 97 | $1.61 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LEGLeggett & Platt Inc | Stock | 500 | $1.61 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ORCLOracle Corp | Stock | 200 | $1.63 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CSXCSX Corp | Stock | 528 | $1.64 萬 | <0.1% | +432+450.0% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 468 | $1.64 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| OKEONEOK Inc | COM | 251 | $1.65 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 172 | $1.67 萬 | <0.1% | 00.0% | 不變 | – |
| AVGOBroadcom Inc. | Stock | 31 | $1.72 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MAMastercard Inc | Stock | 50 | $1.74 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchange Traded FD33734X143 | HLTH CARE ALPH | 161 | $1.75 萬 | <0.1% | 00.0% | 不變 | – |
| XYZBlock, Inc. | CL A | 285 | $1.79 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CLColgate Palmolive Co | Stock | 229 | $1.80 萬 | <0.1% | +229 | 新進 | 歷史 |
| CATCaterpillar Inc | Stock | 76 | $1.82 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V621 | FINL PFD ETF | 1,300 | $1.87 萬 | <0.1% | 00.0% | 不變 | – |
| LXP.PCLXP Industrial Trust | PREFERRED | 400 | $1.90 萬 | <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 |