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 |
|---|---|---|---|---|---|---|---|
| UTFCohen & Steers Infrastructure Fund Inc | COM | 808 | $1.97 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 31 | $1.99 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MRNAModerna, Inc. | Stock | 130 | $2.00 萬 | <0.1% | −33−20.2% | 減碼 | 歷史 |
| VLOValero Energy Corp | Stock | 155 | $2.16 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ABTAbbott Laboratories | Stock | 215 | $2.18 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 520 | $2.18 萬 | <0.1% | 00.0% | 不變 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 145 | $2.20 萬 | <0.1% | 00.0% | 不變 | – |
| JPMJPMorgan Chase & Co | Stock | 170 | $2.22 萬 | <0.1% | +20+13.3% | 加碼 | 歷史 |
| iShares Inc46434G780 | MSCI SINGPOR ETF | 1,200 | $2.38 萬 | <0.1% | 00.0% | 不變 | – |
| ENPHEnphase Energy, Inc. | Stock | 115 | $2.42 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 870 | $2.49 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 216 | $2.67 萬 | <0.1% | 00.0% | 不變 | – |
| Global X FDS37954Y780 | INTERNET OF THNG | 809 | $2.69 萬 | <0.1% | 00.0% | 不變 | – |
| MAINMain Street Capital CORP | CEF | 700 | $2.76 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 794 | $2.76 萬 | <0.1% | 00.0% | 不變 | – |
| FFord Motor Co | Stock | 2,195 | $2.77 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DUKDuke Energy CORP | Stock | 299 | $2.88 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PWRQuanta Services, Inc. | COM | 174 | $2.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 395 | $2.92 萬 | <0.1% | +395 | 新進 | – |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 368 | $2.97 萬 | <0.1% | 00.0% | 不變 | – |
| ABBVAbbVie Inc. | Stock | 195 | $3.11 萬 | <0.1% | −280−58.9% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 110 | $3.14 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 591 | $3.27 萬 | <0.1% | 00.0% | 不變 | – |
| SNPSSynopsys Inc | COM | 85 | $3.28 萬 | <0.1% | −15−15.0% | 減碼 | 歷史 |
| CMECME Group Inc. | COM | 175 | $3.35 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46434V407 | 0-5YR HI YL CP | 813 | $3.39 萬 | <0.1% | 00.0% | 不變 | – |
| Paramount Global92556H206 | CL B | 1,524 | $3.40 萬 | <0.1% | 00.0% | 不變 | – |
| VanEck ETF Trust92189F700 | AGRIBUSINESS ETF | 395 | $3.43 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 359 | $3.47 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Russell 2000 ETF464287655 | ETF | 198 | $3.53 萬 | <0.1% | +40+25.3% | 加碼 | – |
| HLTHilton Worldwide Holdings Inc. | COM | 255 | $3.59 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EXCExelon Corp | Stock | 870 | $3.64 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BPBP PLC | ADR | 976 | $3.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 120 | $3.71 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 308 | $3.91 萬 | <0.1% | −122−28.4% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 96 | $3.95 萬 | <0.1% | 00.0% | 不變 | – |
| GRMNGarmin Ltd | SHS | 400 | $4.04 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Inc46434G855 | MSCI GBL GOLD MN | 1,663 | $4.19 萬 | <0.1% | 00.0% | 不變 | – |
| WMTWalmart Inc. | Stock | 284 | $4.19 萬 | <0.1% | −50−15.0% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 428 | $4.19 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TAT&T Inc. | Stock | 2,183 | $4.20 萬 | <0.1% | −987−31.1% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 452 | $4.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 96 | $4.43 萬 | <0.1% | +20+26.3% | 加碼 | 歷史 |
| XELXcel Energy Inc | Stock | 658 | $4.44 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CVSCVS Health Corp | Stock | 613 | $4.56 萬 | <0.1% | +1+0.2% | 加碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 511 | $4.65 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Yamana Gold Inc98462Y100 | COM | 8,000 | $4.68 萬 | <0.1% | 00.0% | 不變 | – |
| PEPPepsiCo Inc | Stock | 258 | $4.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 460 | $4.78 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 1,026 | $4.96 萬 | <0.1% | −1,162−53.1% | 減碼 | – |
| iShares Tr464288521 | CRE U S REIT ETF | 998 | $5.03 萬 | <0.1% | 00.0% | 不變 | – |
| AMPAmeriprise Financial Inc | COM | 167 | $5.12 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| INTCIntel Corp | Stock | 1,592 | $5.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PLDPrologis, Inc. | REIT | 423 | $5.28 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LYVLive Nation Entertainment, Inc. | COM | 800 | $5.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CEFSprott Physical Gold & Silver Trust | PHYSICAL GOLD AN | 3,000 | $5.67 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 412 | $5.69 萬 | <0.1% | 00.0% | 不變 | – |
| APDAir Products & Chemicals, Inc. | Stock | 200 | $5.74 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DNPDNP Select Income Fund Inc | COM | 5,294 | $5.83 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 823 | $5.91 萬 | <0.1% | −177−17.7% | 減碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 1,503 | $5.93 萬 | <0.1% | 00.0% | 不變 | – |
| TSLATesla, Inc. | Stock | 297 | $6.16 萬 | <0.1% | −12−3.9% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 224 | $6.26 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 900 | $6.29 萬 | <0.1% | 00.0% | 不變 | – |
| SLFSun Life Financial Inc | COM | 1,525 | $7.12 萬 | <0.1% | +2+0.1% | 加碼 | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 491 | $7.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 248 | $7.28 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 147 | $7.30 萬 | <0.1% | −5−3.3% | 減碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 667 | $7.82 萬 | <0.1% | −100−13.0% | 減碼 | – |
| iShares Inc464286319 | EM MKTS DIV ETF | 3,225 | $7.91 萬 | <0.1% | +3,225 | 新進 | – |
| HDHome Depot, Inc. | Stock | 269 | $7.93 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 3,050 | $8.38 萬 | <0.1% | +50+1.7% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 842 | $8.96 萬 | <0.1% | −344−29.0% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 935 | $9.37 萬 | 0.1% | −25−2.6% | 減碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 1,117 | $9.55 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PRUPrudential Financial Inc | Stock | 1,156 | $9.56 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 925 | $9.65 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 221 | $10.4 萬 | 0.1% | −11−4.7% | 減碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,648 | $10.5 萬 | 0.1% | 00.0% | 不變 | – |
| FCXFreeport-McMoran Inc | Stock | 2,709 | $11.1 萬 | 0.1% | −450−14.2% | 減碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 1,350 | $11.1 萬 | 0.1% | 00.0% | 不變 | – |
| WisdomTree Tr97717W406 | US AI ENHANCED | 1,222 | $11.2 萬 | 0.1% | −270−18.1% | 減碼 | – |
| CVXChevron Corp | Stock | 738 | $12.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SBUXStarbucks Corp | Stock | 1,168 | $12.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 542 | $12.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 656 | $12.3 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr46434V696 | CORE MSCI PAC | 2,175 | $12.3 萬 | 0.1% | 00.0% | 不變 | – |
| SNYSanofi | SPONSORED ADR | 2,275 | $12.4 萬 | 0.1% | +275+13.8% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,205 | $12.4 萬 | 0.1% | −70−5.5% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 2,038 | $12.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A292 | ST STR PFD ETF | 3,773 | $12.8 萬 | 0.1% | −4,300−53.3% | 減碼 | – |
| Kraneshares Trust500767678 | GLOBAL CARB STRA | 3,290 | $13.0 萬 | 0.1% | −13,750−80.7% | 減碼 | – |
| IBMInternational Business Machines Corp | Stock | 1,005 | $13.2 萬 | 0.1% | −25−2.4% | 減碼 | 歷史 |
| SLViShares Silver Trust | ETF | 6,053 | $13.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 2,857 | $13.9 萬 | 0.1% | 00.0% | 不變 | – |
| NEMNEWMONT Corp | Stock | 2,865 | $14.0 萬 | 0.1% | −100−3.4% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 672 | $14.2 萬 | 0.1% | −10−1.5% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 606 | $14.7 萬 | 0.1% | +384+173.0% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,022 | $15.8 萬 | 0.1% | −112−9.9% | 減碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 1,916 | $15.9 萬 | 0.1% | −11,943−86.2% | 減碼 | – |
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% | – |