Lowe Wealth Advisors, LLC
- SEC CIK
- 0001574010
- 最新申報
- 2025/10/16
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/7/7 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 356
- 較 2023 年第 1 季 +5
- 總值
- $1.97 億
- 較 2023 年第 1 季 +$1,132 萬 (+6.1%)
| 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 | $11 | <0.1% | 00.0% | 不變 | 歷史 |
| GRPNGroupon, Inc. | COM NEW | 4 | $24 | <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 | $103 | <0.1% | 00.0% | 不變 | 歷史 |
| VTRSViatris Inc | Stock | 15 | $150 | <0.1% | 00.0% | 不變 | 歷史 |
| KSSKOHLS Corp | Stock | 7 | $161 | <0.1% | 00.0% | 不變 | 歷史 |
| WisdomTree Tr97717W869 | EUROPE SMCP DV | 3 | $168 | <0.1% | 00.0% | 不變 | – |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 4 | $225 | <0.1% | 00.0% | 不變 | 歷史 |
| JOANJOANN Inc. | COM | 265 | $232 | <0.1% | 00.0% | 不變 | 歷史 |
| SPBSpectrum Brands Holdings, Inc. | COM | 3 | $234 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V407 | INVESCO MSCI | 5 | $245 | <0.1% | 00.0% | 不變 | – |
| Schwab Strategic Tr808524789 | FUNDAMENTAL US B | 5 | $284 | <0.1% | 00.0% | 不變 | – |
| EBSEmergent BioSolutions Inc. | COM | 40 | $294 | <0.1% | 00.0% | 不變 | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 3 | $329 | <0.1% | 00.0% | 不變 | 歷史 |
| JAZZJazz Pharmaceuticals plc | SHS USD | 3 | $372 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V142 | WATER RES ETF | 7 | $395 | <0.1% | +7 | 新進 | – |
| BHCBausch Health Companies Inc. | Stock | 50 | $400 | <0.1% | 00.0% | 不變 | 歷史 |
| EVGOEVgo Inc. | CL A COM | 100 | $400 | <0.1% | 00.0% | 不變 | 歷史 |
| SCORComscore, Inc. | COM | 500 | $405 | <0.1% | 00.0% | 不變 | 歷史 |
| AMCAMC Entertainment Holdings, Inc. | CL A COM | 100 | $440 | <0.1% | 00.0% | 不變 | 歷史 |
| VSHVishay Intertechnology Inc | COM | 15 | $441 | <0.1% | 00.0% | 不變 | 歷史 |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 68 | $511 | <0.1% | 00.0% | 不變 | 歷史 |
| AQMSAqua Metals, Inc. | COM | 455 | $532 | <0.1% | 00.0% | 不變 | 歷史 |
| QSQuantumScape Corp | COM CL A | 75 | $599 | <0.1% | 00.0% | 不變 | 歷史 |
| JCIJohnson Controls International plc | Stock | 9 | $613 | <0.1% | 00.0% | 不變 | 歷史 |
| PRTAProthena Corp Public Ltd Co | SHS | 10 | $683 | <0.1% | 00.0% | 不變 | 歷史 |
| NTRNutrien Ltd. | COM | 12 | $709 | <0.1% | 00.0% | 不變 | 歷史 |
| ARNCArconic Corp | COM | 25 | $740 | <0.1% | 00.0% | 不變 | 歷史 |
| DOWDow Inc. | Stock | 14 | $746 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 3 | $762 | <0.1% | 00.0% | 不變 | – |
| LLLL Flooring Holdings, Inc. | COM | 200 | $766 | <0.1% | 00.0% | 不變 | 歷史 |
| MDTMedtronic plc | Stock | 9 | $793 | <0.1% | 00.0% | 不變 | 歷史 |
| AALAmerican Airlines Group Inc. | Stock | 45 | $807 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 2 | $815 | <0.1% | 00.0% | 不變 | – |
| SOFISoFi Technologies, Inc. | Stock | 100 | $834 | <0.1% | 00.0% | 不變 | 歷史 |
| AOUTAmerican Outdoor Brands, Inc. | COM | 99 | $859 | <0.1% | 00.0% | 不變 | 歷史 |
| TFCTruist Financial Corp | COM | 30 | $911 | <0.1% | 00.0% | 不變 | 歷史 |
| JWNNordstrom Inc | Stock | 45 | $921 | <0.1% | 00.0% | 不變 | 歷史 |
| NIONIO Inc. | ADR | 100 | $969 | <0.1% | 00.0% | 不變 | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 39 | $1,112 | <0.1% | +1+2.6% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E537 | NATL AMT MUNI | 50 | $1,180 | <0.1% | 00.0% | 不變 | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 41 | $1,317 | <0.1% | 00.0% | 不變 | – |
| WHWyndham Hotels & Resorts, Inc. | COM | 20 | $1,371 | <0.1% | 00.0% | 不變 | 歷史 |
| TELTE Connectivity plc | REG SHS | 10 | $1,402 | <0.1% | 00.0% | 不變 | 歷史 |
| Wheeler Real Estate Investment Trust, Inc.963025309 | CPR | 900 | $1,440 | <0.1% | 00.0% | 不變 | – |
| METMetlife Inc | Stock | 26 | $1,470 | <0.1% | 00.0% | 不變 | 歷史 |
| SPCEVirgin Galactic Holdings, Inc | COM | 401 | $1,556 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 49 | $1,594 | <0.1% | 00.0% | 不變 | – |
| BMYBristol Myers Squibb Co | Stock | 25 | $1,599 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 6 | $1,651 | <0.1% | 00.0% | 不變 | – |
| SNAPSnap Inc | Stock | 150 | $1,776 | <0.1% | 00.0% | 不變 | 歷史 |
| LULUlululemon athletica inc. | Stock | 5 | $1,893 | <0.1% | 00.0% | 不變 | 歷史 |
| MNKDMannkind Corp | COM NEW | 500 | $2,035 | <0.1% | 00.0% | 不變 | 歷史 |
| Fidelity MSCI Energy Index ETF316092402 | ETF | 110 | $2,438 | <0.1% | 00.0% | 不變 | – |
| MMM3M Co | Stock | 25 | $2,502 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 40 | $2,512 | <0.1% | 00.0% | 不變 | – |
| BYNDBeyond Meat, Inc. | COM | 200 | $2,596 | <0.1% | 00.0% | 不變 | 歷史 |
| RGRSturm Ruger & Co Inc | Stock | 50 | $2,648 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 79 | $2,668 | <0.1% | 00.0% | 不變 | – |
| MEDMedifast Inc | COM | 30 | $2,765 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 40 | $3,000 | <0.1% | 00.0% | 不變 | – |
| BF.BBrown Forman Corp | Stock | 45 | $3,005 | <0.1% | 00.0% | 不變 | 歷史 |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 50 | $3,156 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464287556 | ISHARES BIOTECH | 25 | $3,174 | <0.1% | 00.0% | 不變 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 44 | $3,190 | <0.1% | 00.0% | 不變 | – |
| MARMarriott International Inc | Stock | 18 | $3,306 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 20 | $3,396 | <0.1% | −65−76.5% | 減碼 | – |
| AXPAmerican Express Co | Stock | 20 | $3,484 | <0.1% | 00.0% | 不變 | 歷史 |
| STWDStarwood Property Trust, Inc. | COM | 180 | $3,492 | <0.1% | 00.0% | 不變 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 43 | $3,493 | <0.1% | +17+65.4% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33736G106 | GBL WND ENRG ETF | 200 | $3,494 | <0.1% | 00.0% | 不變 | – |
| RUMRUM Group Inc. | Stock | 400 | $3,568 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288174 | GL TIMB FORE ETF | 50 | $3,585 | <0.1% | 00.0% | 不變 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 14 | $3,661 | <0.1% | 00.0% | 不變 | – |
| iShares Inc464286350 | MSCI AGR PRO ETF | 96 | $3,793 | <0.1% | 00.0% | 不變 | – |
| CRMSalesforce, Inc. | Stock | 18 | $3,803 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Global Clean Energy ETF464288224 | ETF | 220 | $4,048 | <0.1% | 00.0% | 不變 | – |
| SPLKSplunk Inc | COM | 40 | $4,244 | <0.1% | 00.0% | 不變 | 歷史 |
| DGDollar General Corp | COM | 25 | $4,245 | <0.1% | 00.0% | 不變 | 歷史 |
| ACADAcadia Pharmaceuticals Inc | COM | 180 | $4,311 | <0.1% | 00.0% | 不變 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 25 | $4,481 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab Fundamental International Small Equity ETF808524748 | ETF | 136 | $4,514 | <0.1% | 00.0% | 不變 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 63 | $4,761 | <0.1% | 00.0% | 不變 | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 75 | $4,881 | <0.1% | 00.0% | 不變 | – |
| State Street SPDR S&P Regional Banking ETF78464A698 | ETF | 120 | $4,900 | <0.1% | +120 | 新進 | – |
| HWMHowmet Aerospace Inc. | Stock | 100 | $4,956 | <0.1% | 00.0% | 不變 | 歷史 |
| PNRPENTAIR plc | SHS | 77 | $4,974 | <0.1% | 00.0% | 不變 | 歷史 |
| AUPHAurinia Pharmaceuticals Inc. | COM | 531 | $5,140 | <0.1% | 00.0% | 不變 | 歷史 |
| RQICohen & Steers Quality Income Realty Fund Inc | CEF | 444 | $5,150 | <0.1% | 00.0% | 不變 | 歷史 |
| SWBISmith & Wesson Brands, Inc. | COM | 400 | $5,216 | <0.1% | 00.0% | 不變 | 歷史 |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 190 | $5,276 | <0.1% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD33733B100 | WTR ETF | 60 | $5,314 | <0.1% | 00.0% | 不變 | – |
| First Trust Cloud Computing ETF33734X192 | ETF | 70 | $5,316 | <0.1% | 00.0% | 不變 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 85 | $5,323 | <0.1% | 00.0% | 不變 | – |
| GLDSPDR Gold Trust | ETF | 30 | $5,348 | <0.1% | −14−31.8% | 減碼 | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 221 | $5,443 | <0.1% | 00.0% | 不變 | – |
| NTNXNutanix, Inc. | Stock | 200 | $5,610 | <0.1% | 00.0% | 不變 | 歷史 |
2023 年第 1 季之後清倉（12 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 1 季股數 | 2023 年第 1 季市值 | 2023 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| SNYSanofi | SPONSORED ADR | 2,275 | $12.4 萬 | 0.1% | 歷史 |
| Yamana Gold Inc98462Y100 | COM | 8,000 | $4.68 萬 | <0.1% | – |
| ABBVAbbVie Inc. | Stock | 195 | $3.11 萬 | <0.1% | 歷史 |
| LXP.PCLXP Industrial Trust | PREFERRED | 400 | $1.94 萬 | <0.1% | 歷史 |
| FLCFlaherty & Crumrine Total Return Fund Inc | COM | 1,000 | $1.47 萬 | <0.1% | 歷史 |
| CCJCameco Corp | Stock | 300 | $7,851 | <0.1% | 歷史 |
| BGTBlackRock Floating Rate Income Trust | COM | 333 | $3,733 | <0.1% | 歷史 |
| Invesco Exchange Traded FD T46137V621 | FINL PFD ETF | 200 | $2,904 | <0.1% | – |
| ACNAccenture plc | Stock | 10 | $2,858 | <0.1% | 歷史 |
| WFCWells Fargo & Company | Stock | 50 | $1,869 | <0.1% | 歷史 |
| HBIHanesbrands Inc. | COM | 250 | $1,315 | <0.1% | 歷史 |
| COHRCoherent Corp. | COM | 30 | $1,142 | <0.1% | 歷史 |