Lowe Wealth Advisors, LLC
- SEC CIK
- 0001574010
- 最新申報
- 2025/10/16
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/4/5 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 351
- 較 2022 年第 4 季 −6
- 總值
- $1.86 億
- 較 2022 年第 4 季 +$478.6 萬 (+2.6%)
| 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 | $8 | <0.1% | 00.0% | 不變 | 歷史 |
| GRPNGroupon, Inc. | COM NEW | 4 | $17 | <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 | $75 | <0.1% | 00.0% | 不變 | – |
| NVTnVent Electric plc | SHS | 2 | $86 | <0.1% | 00.0% | 不變 | 歷史 |
| VTRSViatris Inc | Stock | 15 | $144 | <0.1% | 00.0% | 不變 | 歷史 |
| KSSKOHLS Corp | Stock | 7 | $165 | <0.1% | 00.0% | 不變 | 歷史 |
| WisdomTree Tr97717W869 | EUROPE SMCP DV | 3 | $175 | <0.1% | 00.0% | 不變 | – |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 4 | $181 | <0.1% | 00.0% | 不變 | 歷史 |
| SPBSpectrum Brands Holdings, Inc. | COM | 3 | $199 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V407 | INVESCO MSCI | 5 | $246 | <0.1% | 00.0% | 不變 | – |
| Schwab Strategic Tr808524789 | FUNDAMENTAL US B | 5 | $271 | <0.1% | 00.0% | 不變 | – |
| WABWestinghouse Air Brake Technologies Corp | Stock | 3 | $303 | <0.1% | −2−40.0% | 減碼 | 歷史 |
| VSHVishay Intertechnology Inc | COM | 15 | $339 | <0.1% | 00.0% | 不變 | 歷史 |
| BHCBausch Health Companies Inc. | Stock | 50 | $405 | <0.1% | 00.0% | 不變 | 歷史 |
| EBSEmergent BioSolutions Inc. | COM | 40 | $414 | <0.1% | 00.0% | 不變 | 歷史 |
| JOANJOANN Inc. | COM | 265 | $421 | <0.1% | 00.0% | 不變 | 歷史 |
| JAZZJazz Pharmaceuticals plc | SHS USD | 3 | $439 | <0.1% | 00.0% | 不變 | 歷史 |
| AQMSAqua Metals, Inc. | COM | 455 | $455 | <0.1% | 00.0% | 不變 | 歷史 |
| PRTAProthena Corp Public Ltd Co | SHS | 10 | $485 | <0.1% | 00.0% | 不變 | 歷史 |
| AMCAMC Entertainment Holdings, Inc. | CL A COM | 100 | $501 | <0.1% | 00.0% | 不變 | 歷史 |
| JCIJohnson Controls International plc | Stock | 9 | $542 | <0.1% | 00.0% | 不變 | 歷史 |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 68 | $601 | <0.1% | 00.0% | 不變 | 歷史 |
| SOFISoFi Technologies, Inc. | Stock | 100 | $607 | <0.1% | 00.0% | 不變 | 歷史 |
| QSQuantumScape Corp | COM CL A | 75 | $614 | <0.1% | 00.0% | 不變 | 歷史 |
| SCORComscore, Inc. | COM | 500 | $615 | <0.1% | 00.0% | 不變 | 歷史 |
| ARNCArconic Corp | COM | 25 | $656 | <0.1% | 00.0% | 不變 | 歷史 |
| AALAmerican Airlines Group Inc. | Stock | 45 | $664 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 3 | $691 | <0.1% | +3 | 新進 | – |
| MDTMedtronic plc | Stock | 9 | $726 | <0.1% | 00.0% | 不變 | 歷史 |
| JWNNordstrom Inc | Stock | 45 | $732 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 2 | $752 | <0.1% | +2 | 新進 | – |
| LLLL Flooring Holdings, Inc. | COM | 200 | $760 | <0.1% | 00.0% | 不變 | 歷史 |
| DOWDow Inc. | Stock | 14 | $767 | <0.1% | 00.0% | 不變 | 歷史 |
| EVGOEVgo Inc. | CL A COM | 100 | $779 | <0.1% | 00.0% | 不變 | 歷史 |
| NTRNutrien Ltd. | COM | 12 | $886 | <0.1% | 00.0% | 不變 | 歷史 |
| AOUTAmerican Outdoor Brands, Inc. | COM | 99 | $974 | <0.1% | 00.0% | 不變 | 歷史 |
| TFCTruist Financial Corp | COM | 30 | $1,023 | <0.1% | 00.0% | 不變 | 歷史 |
| NIONIO Inc. | ADR | 100 | $1,051 | <0.1% | 00.0% | 不變 | 歷史 |
| COHRCoherent Corp. | COM | 30 | $1,142 | <0.1% | +30 | 新進 | 歷史 |
| Invesco Exch Traded FD Tr II46138E537 | NATL AMT MUNI | 50 | $1,184 | <0.1% | 00.0% | 不變 | – |
| TELTE Connectivity plc | REG SHS | 10 | $1,312 | <0.1% | 00.0% | 不變 | 歷史 |
| HBIHanesbrands Inc. | COM | 250 | $1,315 | <0.1% | 00.0% | 不變 | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 38 | $1,330 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 41 | $1,332 | <0.1% | 00.0% | 不變 | – |
| WHWyndham Hotels & Resorts, Inc. | COM | 20 | $1,357 | <0.1% | 00.0% | 不變 | 歷史 |
| Wheeler Real Estate Investment Trust, Inc.963025309 | CPR | 900 | $1,445 | <0.1% | 00.0% | 不變 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 6 | $1,466 | <0.1% | 00.0% | 不變 | – |
| METMetlife Inc | Stock | 26 | $1,506 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 49 | $1,574 | <0.1% | 00.0% | 不變 | – |
| SPCEVirgin Galactic Holdings, Inc | COM | 401 | $1,624 | <0.1% | 00.0% | 不變 | 歷史 |
| SNAPSnap Inc | Stock | 150 | $1,682 | <0.1% | 00.0% | 不變 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 25 | $1,733 | <0.1% | 00.0% | 不變 | 歷史 |
| LULUlululemon athletica inc. | Stock | 5 | $1,821 | <0.1% | 00.0% | 不變 | 歷史 |
| WFCWells Fargo & Company | Stock | 50 | $1,869 | <0.1% | +50 | 新進 | 歷史 |
| MNKDMannkind Corp | COM NEW | 500 | $2,050 | <0.1% | 00.0% | 不變 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 26 | $2,133 | <0.1% | +26 | 新進 | 歷史 |
| Fidelity MSCI Energy Index ETF316092402 | ETF | 110 | $2,468 | <0.1% | 00.0% | 不變 | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 40 | $2,496 | <0.1% | 00.0% | 不變 | – |
| MMM3M Co | Stock | 25 | $2,628 | <0.1% | −30−54.5% | 減碼 | 歷史 |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 79 | $2,663 | <0.1% | 00.0% | 不變 | – |
| ENVXEnovix Corp | COM | 180 | $2,684 | <0.1% | 00.0% | 不變 | 歷史 |
| ACNAccenture plc | Stock | 10 | $2,858 | <0.1% | −20−66.7% | 減碼 | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 40 | $2,860 | <0.1% | 00.0% | 不變 | – |
| RGRSturm Ruger & Co Inc | Stock | 50 | $2,872 | <0.1% | 00.0% | 不變 | 歷史 |
| BF.BBrown Forman Corp | Stock | 45 | $2,892 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V621 | FINL PFD ETF | 200 | $2,904 | <0.1% | −1,100−84.6% | 減碼 | – |
| MARMarriott International Inc | Stock | 18 | $2,989 | <0.1% | 00.0% | 不變 | 歷史 |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 50 | $3,074 | <0.1% | 00.0% | 不變 | – |
| MEDMedifast Inc | COM | 30 | $3,110 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 44 | $3,147 | <0.1% | 00.0% | 不變 | – |
| STWDStarwood Property Trust, Inc. | COM | 180 | $3,184 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 25 | $3,229 | <0.1% | 00.0% | 不變 | – |
| BYNDBeyond Meat, Inc. | COM | 200 | $3,246 | <0.1% | 00.0% | 不變 | 歷史 |
| AXPAmerican Express Co | Stock | 20 | $3,299 | <0.1% | 00.0% | 不變 | 歷史 |
| ACADAcadia Pharmaceuticals Inc | COM | 180 | $3,388 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 14 | $3,502 | <0.1% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD33736G106 | GBL WND ENRG ETF | 200 | $3,572 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464288174 | GL TIMB FORE ETF | 50 | $3,580 | <0.1% | 00.0% | 不變 | – |
| CRMSalesforce, Inc. | Stock | 18 | $3,596 | <0.1% | 00.0% | 不變 | 歷史 |
| BGTBlackRock Floating Rate Income Trust | COM | 333 | $3,733 | <0.1% | 00.0% | 不變 | 歷史 |
| SPLKSplunk Inc | COM | 40 | $3,835 | <0.1% | 00.0% | 不變 | 歷史 |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 380 | $3,857 | <0.1% | 00.0% | 不變 | 歷史 |
| RUMRUM Group Inc. | Stock | 400 | $4,000 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Inc464286350 | MSCI AGR PRO ETF | 96 | $4,039 | <0.1% | 00.0% | 不變 | – |
| HWMHowmet Aerospace Inc. | Stock | 100 | $4,237 | <0.1% | 00.0% | 不變 | 歷史 |
| PNRPENTAIR plc | SHS | 77 | $4,256 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 75 | $4,348 | <0.1% | 00.0% | 不變 | – |
| iShares Global Clean Energy ETF464288224 | ETF | 220 | $4,352 | <0.1% | 00.0% | 不變 | – |
| Schwab Fundamental International Small Equity ETF808524748 | ETF | 136 | $4,506 | <0.1% | 00.0% | 不變 | – |
| First Trust Cloud Computing ETF33734X192 | ETF | 70 | $4,683 | <0.1% | 00.0% | 不變 | – |
| BAHBooz Allen Hamilton Holding Corp | CL A | 51 | $4,727 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 63 | $4,819 | <0.1% | 00.0% | 不變 | – |
| UPSUnited Parcel Service Inc | Stock | 25 | $4,850 | <0.1% | 00.0% | 不變 | 歷史 |
| SWBISmith & Wesson Brands, Inc. | COM | 400 | $4,924 | <0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33733B100 | WTR ETF | 60 | $5,018 | <0.1% | 00.0% | 不變 | – |
| TAPMolson Coors Beverage Co | CL B | 100 | $5,168 | <0.1% | 00.0% | 不變 | 歷史 |
| NTNXNutanix, Inc. | Stock | 200 | $5,198 | <0.1% | 00.0% | 不變 | 歷史 |
2022 年第 4 季之後清倉（16 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| MKC.VMcCormick & Co Inc | COM VTG | 3,300 | $27.1 萬 | 0.1% | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 860 | $9.38 萬 | 0.1% | 歷史 |
| KTKT Corp | SPONSORED ADR | 4,700 | $6.34 萬 | <0.1% | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 850 | $2.60 萬 | <0.1% | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 200 | $1.96 萬 | <0.1% | – |
| WisdomTree Tr97717W851 | JAPN HEDGE EQT | 200 | $1.29 萬 | <0.1% | – |
| AMATApplied Materials Inc | Stock | 120 | $1.17 萬 | <0.1% | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 25 | $8,585 | <0.1% | 歷史 |
| STORStore Capital LLC | COM | 225 | $7,214 | <0.1% | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 149 | $6,802 | <0.1% | – |
| Motley Fool Small-Cap Growth ETF74933W874 | ETF | 200 | $4,890 | <0.1% | – |
| GMGeneral Motors Co | COM | 40 | $1,346 | <0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138E198 | S&P MIDCP LOW | 14 | $749 | <0.1% | – |
| Invesco Exch Traded FD Tr II46138G102 | S&P SMLCP LOW | 14 | $625 | <0.1% | – |
| First Tr Exchange Traded FD33733A102 | CHINDIA ETF | 10 | $381 | <0.1% | – |
| ETF Managers Tr26924G508 | ETFMG ALTR HRVST | 35 | $149 | <0.1% | – |