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Livermore
Livermore
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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。

機構總覽
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%)
申報日
2023/4/5
SEC
Lowe Wealth Advisors, LLC 在 2023 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
DGDollar General CorpCOM25$5,262<0.1%−25−50.0%減碼歷史
iShares Core MSCI Total International Stock ETF46432F834ETF85$5,266<0.1%00.0%不變–
CAHCardinal Health IncStock70$5,285<0.1%00.0%不變歷史
RQICohen & Steers Quality Income Realty Fund IncCEF444$5,292<0.1%00.0%不變歷史
VanEck ETF Trust92189F437FALLEN ANGEL HG190$5,324<0.1%00.0%不變–
RRCRange Resources CorpCOM204$5,400<0.1%00.0%不變歷史
Schwab Emerging Markets Equity ETF808524706ETF221$5,419<0.1%00.0%不變–
iShares S&P Small-Cap 600 Growth ETF464287887ETF50$5,497<0.1%00.0%不變–
LUVSouthwest Airlines CoCOM175$5,695<0.1%00.0%不變歷史
State Street Financial Select Sector SPDR ETF81369Y605ETF180$5,787<0.1%00.0%不變–
AUPHAurinia Pharmaceuticals Inc.COM531$5,820<0.1%00.0%不變歷史
Schwab Fundamental U.S. Small Company ETF808524763ETF131$6,376<0.1%00.0%不變–
AZNAstraZeneca PLCSPONSORED ADR100$6,941<0.1%00.0%不變歷史
State Street Technology Select Sector SPDR ETF81369Y803ETF46$6,946<0.1%00.0%不變–
NVDANVIDIA CorpStock25$6,953<0.1%00.0%不變歷史
INVHInvitation Homes Inc.COM225$7,027<0.1%00.0%不變歷史
LOWLowes Companies IncStock35$7,036<0.1%00.0%不變歷史
Schwab Fundamental International Equity ETF808524755ETF227$7,098<0.1%00.0%不變–
PFEPfizer IncStock175$7,140<0.1%−50−22.2%減碼歷史
Schwab Fundamental Emerging Markets Equity ETF808524730ETF281$7,320<0.1%00.0%不變–
Vanguard Intl Equity Index F922042676GLB EX US ETF183$7,424<0.1%00.0%不變–
DELLDell Technologies Inc.Stock185$7,439<0.1%00.0%不變歷史
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF100$7,471<0.1%00.0%不變–
CLColgate Palmolive CoStock100$7,515<0.1%−129−56.3%減碼歷史
NKENIKE, Inc.Stock62$7,596<0.1%00.0%不變歷史
GEGeneral Electric CoStock80$7,648<0.1%00.0%不變歷史
CCJCameco CorpStock300$7,851<0.1%00.0%不變歷史
iShares Tr46428743220 YR TR BD ETF75$7,978<0.1%−25−25.0%減碼–
Vanguard Dividend Appreciation ETF921908844ETF52$8,009<0.1%+52新進–
KMBKimberly Clark CorpStock60$8,053<0.1%−51−45.9%減碼歷史
GLDSPDR Gold TrustETF44$8,062<0.1%00.0%不變歷史
iShares Tr464288604MRGSTR SM CP GR210$8,186<0.1%00.0%不變–
SRCLStericycle IncCOM200$8,722<0.1%00.0%不變歷史
Vanguard Ftse Developed Markets ETF921943858ETF194$8,763<0.1%00.0%不變–
MSMorgan StanleyStock100$8,780<0.1%00.0%不變歷史
DPZDominos Pizza IncCOM27$8,906<0.1%00.0%不變歷史
Invesco Exch Traded FD Tr II46138G706SOLAR ETF115$8,927<0.1%00.0%不變–
PAYXPaychex IncStock80$9,167<0.1%00.0%不變歷史
OXYOccidental Petroleum CorpStock150$9,365<0.1%+150新進歷史
UAAUnder Armour, Inc.Stock998$9,471<0.1%−50−4.8%減碼歷史
Global X FDS37954Y715RBTCS ARTFL INTE380$9,690<0.1%00.0%不變–
DJPBarclays Bank PLCDJUBS CMDT ETN36310$9,793<0.1%00.0%不變歷史
AMDAdvanced Micro Devices IncStock100$9,801<0.1%00.0%不變歷史
COPConocoPhillipsStock100$9,921<0.1%−17−14.5%減碼歷史
ALGNAlign Technology IncCOM30$1.00 萬<0.1%00.0%不變歷史
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF165$1.01 萬<0.1%00.0%不變–
UNPUnion Pacific CorpStock50$1.01 萬<0.1%00.0%不變歷史
VMWVmware LLCCL A COM81$1.01 萬<0.1%00.0%不變歷史
QCOMQualcomm IncStock80$1.02 萬<0.1%00.0%不變歷史
Schwab Fundamental U.S. Large Company ETF808524771ETF195$1.07 萬<0.1%00.0%不變–
MYDBlackRock Muniyield Fund, Inc.COM1,005$1.08 萬<0.1%00.0%不變歷史
UAUnder Armour, Inc.CL C1,271$1.08 萬<0.1%00.0%不變歷史
FEFirstenergy CorpCOM285$1.14 萬<0.1%00.0%不變歷史
iShares Tr464287630RUS 2000 VAL ETF85$1.16 萬<0.1%00.0%不變–
VanEck ETF Trust92189F791JUNIOR GOLD MINE300$1.19 萬<0.1%00.0%不變–
CSXCSX CorpStock396$1.19 萬<0.1%−132−25.0%減碼歷史
DEDeere & CoStock29$1.20 萬<0.1%00.0%不變歷史
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 136$1.20 萬<0.1%00.0%不變歷史
BALLBALL CorpCOM220$1.21 萬<0.1%00.0%不變歷史
JOEST JOE CoCOM295$1.23 萬<0.1%+145+96.7%加碼歷史
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT85$1.23 萬<0.1%00.0%不變–
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF85$1.27 萬<0.1%00.0%不變–
NFLXNetflix IncStock37$1.28 萬<0.1%00.0%不變歷史
CHDNChurchill Downs IncCOM50$1.29 萬<0.1%00.0%不變歷史
DVNDevon Energy CorpStock258$1.31 萬<0.1%−430−62.5%減碼歷史
iShares Inc464286533MSCI EMERG MRKT245$1.34 萬<0.1%00.0%不變–
iShares Tr464287739U.S. REAL ES ETF158$1.34 萬<0.1%00.0%不變–
CSCOCisco Systems, Inc.Stock258$1.35 萬<0.1%−50−16.2%減碼歷史
iShares Russell Mid-Cap Growth ETF464287481ETF150$1.37 萬<0.1%00.0%不變–
Invesco Exchange Traded FD T46137V266S&P500 PUR GWT93$1.41 萬<0.1%00.0%不變–
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF90$1.41 萬<0.1%00.0%不變–
NADNuveen Quality Municipal Income FundCOM1,233$1.42 萬<0.1%00.0%不變歷史
HRBH&R Block IncCOM406$1.43 萬<0.1%00.0%不變歷史
NOKNokia CorpSPONSORED ADR2,946$1.45 萬<0.1%00.0%不變歷史
iShares Tr464287150CORE S&P TTL STK161$1.46 萬<0.1%00.0%不變–
PEverpure, Inc.CL A575$1.47 萬<0.1%00.0%不變歷史
SPDR Series Trust78468R556SP O&G EXPL PRO115$1.47 萬<0.1%−475−80.5%減碼–
FLCFlaherty & Crumrine Total Return Fund IncCOM1,000$1.47 萬<0.1%00.0%不變歷史
BDXBecton Dickinson & CoStock60$1.49 萬<0.1%00.0%不變歷史
TGTTarget CorpStock90$1.49 萬<0.1%00.0%不變歷史
CORCencora, Inc.Stock97$1.55 萬<0.1%00.0%不變歷史
PGProcter & Gamble CoStock105$1.56 萬<0.1%00.0%不變歷史
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF196$1.57 萬<0.1%00.0%不變–
LEGLeggett & Platt IncStock500$1.59 萬<0.1%00.0%不變歷史
OKEONEOK IncCOM251$1.59 萬<0.1%00.0%不變歷史
WMWaste Management IncStock102$1.66 萬<0.1%00.0%不變歷史
ADMArcher-Daniels-Midland CoStock211$1.68 萬<0.1%00.0%不變歷史
iShares Core U.S. Aggregate Bond ETF464287226ETF172$1.71 萬<0.1%00.0%不變–
First Tr Exchange Traded FD33734X143HLTH CARE ALPH161$1.73 萬<0.1%00.0%不變–
CATCaterpillar IncStock76$1.74 萬<0.1%00.0%不變歷史
iShares Tr464288752US HOME CONS ETF250$1.76 萬<0.1%00.0%不變–
CMCSAComcast CorpStock468$1.77 萬<0.1%00.0%不變歷史
MAMastercard IncStock50$1.82 萬<0.1%00.0%不變歷史
TMOThermo Fisher Scientific Inc.Stock32$1.84 萬<0.1%−20−38.5%減碼歷史
ORCLOracle CorpStock200$1.86 萬<0.1%00.0%不變歷史
GOOGLAlphabet Inc.Stock180$1.87 萬<0.1%00.0%不變歷史
CMGChipotle Mexican Grill IncCOM11$1.88 萬<0.1%00.0%不變歷史
Schwab US Tips ETF808524870ETF352$1.89 萬<0.1%−37−9.5%減碼–
LXP.PCLXP Industrial TrustPREFERRED400$1.94 萬<0.1%00.0%不變歷史
XYZBlock, Inc.CL A285$1.96 萬<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。

Lowe Wealth Advisors, LLC 在 2022 年第 4 季之後清倉的部位
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 IncCOM VTG3,300$27.1 萬0.1%歷史
TROWPrice T Rowe Group IncStock860$9.38 萬0.1%歷史
KTKT CorpSPONSORED ADR4,700$6.34 萬<0.1%歷史
iShares Tr464288687PFD AND INCM SEC850$2.60 萬<0.1%–
State Street Industrial Select Sector SPDR ETF81369Y704ETF200$1.96 萬<0.1%–
WisdomTree Tr97717W851JAPN HEDGE EQT200$1.29 萬<0.1%–
AMATApplied Materials IncStock120$1.17 萬<0.1%歷史
GSGoldman Sachs Group IncStock25$8,585<0.1%歷史
STORStore Capital LLCCOM225$7,214<0.1%歷史
Schwab US Aggregate Bond ETF808524839ETF149$6,802<0.1%–
Motley Fool Small-Cap Growth ETF74933W874ETF200$4,890<0.1%–
GMGeneral Motors CoCOM40$1,346<0.1%歷史
Invesco Exch Traded FD Tr II46138E198S&P MIDCP LOW14$749<0.1%–
Invesco Exch Traded FD Tr II46138G102S&P SMLCP LOW14$625<0.1%–
First Tr Exchange Traded FD33733A102CHINDIA ETF10$381<0.1%–
ETF Managers Tr26924G508ETFMG ALTR HRVST35$149<0.1%–