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 |
|---|---|---|---|---|---|---|---|
| BAHBooz Allen Hamilton Holding Corp | CL A | 51 | $5,692 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 50 | $5,747 | <0.1% | 00.0% | 不變 | – |
| RRCRange Resources Corp | COM | 204 | $5,998 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 180 | $6,068 | <0.1% | 00.0% | 不變 | – |
| LUVSouthwest Airlines Co | COM | 175 | $6,337 | <0.1% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 175 | $6,419 | <0.1% | 00.0% | 不變 | 歷史 |
| TAPMolson Coors Beverage Co | CL B | 100 | $6,584 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 131 | $6,609 | <0.1% | 00.0% | 不變 | – |
| CAHCardinal Health Inc | Stock | 70 | $6,620 | <0.1% | 00.0% | 不變 | 歷史 |
| NKENIKE, Inc. | Stock | 62 | $6,855 | <0.1% | 00.0% | 不變 | 歷史 |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 380 | $7,155 | <0.1% | 00.0% | 不變 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 100 | $7,157 | <0.1% | 00.0% | 不變 | 歷史 |
| UAAUnder Armour, Inc. | Stock | 998 | $7,206 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab Fundamental International Equity ETF808524755 | ETF | 227 | $7,330 | <0.1% | 00.0% | 不變 | – |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 183 | $7,355 | <0.1% | 00.0% | 不變 | – |
| iShares Inc46434G780 | MSCI SINGPOR ETF | 400 | $7,404 | <0.1% | −800−66.7% | 減碼 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 100 | $7,417 | <0.1% | 00.0% | 不變 | – |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 281 | $7,522 | <0.1% | 00.0% | 不變 | – |
| CLColgate Palmolive Co | Stock | 100 | $7,704 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 75 | $7,721 | <0.1% | 00.0% | 不變 | – |
| INVHInvitation Homes Inc. | COM | 225 | $7,740 | <0.1% | 00.0% | 不變 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 30 | $7,920 | <0.1% | −30−50.0% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 35 | $7,941 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 46 | $7,998 | <0.1% | 00.0% | 不變 | – |
| Invesco Exch Traded FD Tr II46138G706 | SOLAR ETF | 115 | $8,213 | <0.1% | 00.0% | 不變 | – |
| KMBKimberly Clark Corp | Stock | 60 | $8,284 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 52 | $8,446 | <0.1% | 00.0% | 不變 | – |
| UAUnder Armour, Inc. | CL C | 1,271 | $8,528 | <0.1% | 00.0% | 不變 | 歷史 |
| MSMorgan Stanley | Stock | 100 | $8,540 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288604 | MRGSTR SM CP GR | 210 | $8,696 | <0.1% | 00.0% | 不變 | – |
| GEGeneral Electric Co | Stock | 80 | $8,788 | <0.1% | 00.0% | 不變 | 歷史 |
| PAYXPaychex Inc | Stock | 80 | $8,950 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 194 | $8,959 | <0.1% | 00.0% | 不變 | – |
| DPZDominos Pizza Inc | COM | 27 | $9,099 | <0.1% | 00.0% | 不變 | 歷史 |
| SRCLStericycle Inc | COM | 200 | $9,288 | <0.1% | 00.0% | 不變 | 歷史 |
| DJPBarclays Bank PLC | DJUBS CMDT ETN36 | 310 | $9,477 | <0.1% | 00.0% | 不變 | 歷史 |
| QCOMQualcomm Inc | Stock | 80 | $9,523 | <0.1% | 00.0% | 不變 | 歷史 |
| DELLDell Technologies Inc. | Stock | 185 | $1.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 165 | $1.02 萬 | <0.1% | 00.0% | 不變 | – |
| UNPUnion Pacific Corp | Stock | 50 | $1.02 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| COPConocoPhillips | Stock | 100 | $1.04 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MYDBlackRock Muniyield Fund, Inc. | COM | 1,005 | $1.05 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 25 | $1.06 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ALGNAlign Technology Inc | COM | 30 | $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 | – |
| CSCOCisco Systems, Inc. | Stock | 208 | $1.08 萬 | <0.1% | −50−19.4% | 減碼 | 歷史 |
| Global X Uranium ETF37954Y871 | ETF | 500 | $1.08 萬 | <0.1% | +500 | 新進 | – |
| Global X FDS37954Y715 | RBTCS ARTFL INTE | 380 | $1.09 萬 | <0.1% | 00.0% | 不變 | – |
| FEFirstenergy Corp | COM | 285 | $1.11 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 195 | $1.12 萬 | <0.1% | 00.0% | 不變 | – |
| AMDAdvanced Micro Devices Inc | Stock | 100 | $1.14 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VMWVmware LLC | CL A COM | 81 | $1.16 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DEDeere & Co | Stock | 29 | $1.18 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 85 | $1.20 萬 | <0.1% | 00.0% | 不變 | – |
| NOKNokia Corp | SPONSORED ADR | 2,946 | $1.23 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 36 | $1.24 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DVNDevon Energy Corp | Stock | 258 | $1.25 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 85 | $1.27 萬 | <0.1% | 00.0% | 不變 | – |
| BALLBALL Corp | COM | 220 | $1.28 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HRBH&R Block Inc | COM | 406 | $1.29 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Inc464286533 | MSCI EMERG MRKT | 245 | $1.35 萬 | <0.1% | 00.0% | 不變 | – |
| CSXCSX Corp | Stock | 396 | $1.35 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287739 | U.S. REAL ES ETF | 158 | $1.37 萬 | <0.1% | 00.0% | 不變 | – |
| NADNuveen Quality Municipal Income Fund | COM | 1,233 | $1.39 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CHDNChurchill Downs Inc | COM | 100 | $1.39 萬 | <0.1% | 00.0% | 不變依 2 比 1 拆股換算 | 歷史 |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 168 | $1.39 萬 | <0.1% | −200−54.3% | 減碼 | – |
| Invesco Exchange Traded FD T46137V266 | S&P500 PUR GWT | 93 | $1.42 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 150 | $1.45 萬 | <0.1% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 90 | $1.47 萬 | <0.1% | 00.0% | 不變 | – |
| LEGLeggett & Platt Inc | Stock | 500 | $1.48 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 115 | $1.48 萬 | <0.1% | 00.0% | 不變 | – |
| AEMAgnico Eagle Mines Ltd | Stock | 300 | $1.50 萬 | <0.1% | +300 | 新進 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 196 | $1.55 萬 | <0.1% | 00.0% | 不變 | – |
| OKEONEOK Inc | COM | 251 | $1.55 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CTVACorteva, Inc. | Stock | 271 | $1.55 萬 | <0.1% | +271 | 新進 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 161 | $1.58 萬 | <0.1% | 00.0% | 不變 | – |
| MRNAModerna, Inc. | Stock | 130 | $1.58 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 105 | $1.59 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 211 | $1.59 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SLBSLB Limited | Stock | 325 | $1.60 萬 | <0.1% | +325 | 新進 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 150 | $1.61 萬 | <0.1% | +150 | 新進 | – |
| NFLXNetflix Inc | Stock | 37 | $1.63 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JOEST JOE Co | COM | 345 | $1.67 萬 | <0.1% | +50+16.9% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 32 | $1.67 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 172 | $1.68 萬 | <0.1% | 00.0% | 不變 | – |
| TGTTarget Corp | Stock | 130 | $1.71 萬 | <0.1% | +40+44.4% | 加碼 | 歷史 |
| First Tr Exchange Traded FD33734X143 | HLTH CARE ALPH | 161 | $1.74 萬 | <0.1% | 00.0% | 不變 | – |
| WMWaste Management Inc | Stock | 102 | $1.77 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ABTAbbott Laboratories | Stock | 165 | $1.80 萬 | <0.1% | −50−23.3% | 減碼 | 歷史 |
| VLOValero Energy Corp | Stock | 155 | $1.82 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab US Tips ETF808524870 | ETF | 352 | $1.85 萬 | <0.1% | 00.0% | 不變 | – |
| PAASPan American Silver Corp | Stock | 1,278 | $1.86 萬 | <0.1% | +1,278 | 新進 | 歷史 |
| CORCencora, Inc. | Stock | 97 | $1.87 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 76 | $1.87 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| XYZBlock, Inc. | CL A | 285 | $1.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UTFCohen & Steers Infrastructure Fund Inc | COM | 808 | $1.91 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ENPHEnphase Energy, Inc. | Stock | 115 | $1.93 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CMCSAComcast Corp | Stock | 468 | $1.94 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MAMastercard Inc | Stock | 50 | $1.97 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPDR Index Shs FDS78463X202 | ST STR EU 50 ETF | 450 | $2.07 萬 | <0.1% | +450 | 新進 | – |
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 |