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 |
|---|---|---|---|---|---|---|---|
| PEverpure, Inc. | CL A | 575 | $2.12 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 594 | $2.12 萬 | <0.1% | −200−25.2% | 減碼 | – |
| iShares Tr464288752 | US HOME CONS ETF | 250 | $2.14 萬 | <0.1% | 00.0% | 不變 | – |
| GOOGLAlphabet Inc. | Stock | 180 | $2.15 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 520 | $2.28 萬 | <0.1% | 00.0% | 不變 | – |
| ProShares Tr74348A210 | SHRT RUSSELL2000 | 1,000 | $2.28 萬 | <0.1% | +1,000 | 新進 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 145 | $2.34 萬 | <0.1% | 00.0% | 不變 | – |
| CMGChipotle Mexican Grill Inc | COM | 11 | $2.35 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ORCLOracle Corp | Stock | 200 | $2.38 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 196 | $2.40 萬 | <0.1% | −20−9.3% | 減碼 | – |
| Paramount Global92556H206 | CL B | 1,524 | $2.42 萬 | <0.1% | 00.0% | 不變 | – |
| JPMJPMorgan Chase & Co | Stock | 170 | $2.47 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 870 | $2.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HLTHilton Worldwide Holdings Inc. | COM | 180 | $2.62 萬 | <0.1% | −75−29.4% | 減碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 288 | $2.64 萬 | <0.1% | +288 | 新進 | 歷史 |
| ENVXEnovix Corp | COM | 1,480 | $2.67 萬 | <0.1% | +1,300+722.2% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 299 | $2.68 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 31 | $2.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Global X FDS37954Y780 | INTERNET OF THNG | 809 | $2.80 萬 | <0.1% | 00.0% | 不變 | – |
| MAINMain Street Capital CORP | CEF | 700 | $2.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SNPSSynopsys Inc | COM | 65 | $2.83 萬 | <0.1% | −20−23.5% | 減碼 | 歷史 |
| VanEck ETF Trust92189F700 | AGRIBUSINESS ETF | 395 | $3.23 萬 | <0.1% | 00.0% | 不變 | – |
| FFord Motor Co | Stock | 2,195 | $3.32 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SYKStryker Corp | Stock | 110 | $3.36 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46434V407 | 0-5YR HI YL CP | 813 | $3.37 萬 | <0.1% | 00.0% | 不變 | – |
| PWRQuanta Services, Inc. | COM | 174 | $3.42 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BPBP PLC | ADR | 976 | $3.44 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TAT&T Inc. | Stock | 2,183 | $3.48 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EXCExelon Corp | Stock | 870 | $3.54 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 359 | $3.58 萬 | <0.1% | 00.0% | 不變 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 591 | $3.61 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Inc46434G855 | MSCI GBL GOLD MN | 1,663 | $3.87 萬 | <0.1% | 00.0% | 不變 | – |
| PNCPNC Financial Services Group, Inc. | Stock | 308 | $3.88 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| XELXcel Energy Inc | Stock | 658 | $4.09 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 120 | $4.09 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GRMNGarmin Ltd | SHS | 400 | $4.17 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CVSCVS Health Corp | Stock | 615 | $4.25 萬 | <0.1% | +2+0.3% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 96 | $4.28 萬 | <0.1% | 00.0% | 不變 | – |
| AEPAmerican Electric Power Co Inc | Stock | 511 | $4.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 284 | $4.46 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 452 | $4.56 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 101 | $4.60 萬 | <0.1% | +5+5.2% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 258 | $4.78 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 700 | $5.11 萬 | <0.1% | −123−14.9% | 減碼 | – |
| iShares Tr464288521 | CRE U S REIT ETF | 998 | $5.13 萬 | <0.1% | 00.0% | 不變 | – |
| PLDPrologis, Inc. | REIT | 423 | $5.19 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| INTCIntel Corp | Stock | 1,592 | $5.32 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 1,026 | $5.37 萬 | <0.1% | 00.0% | 不變 | – |
| UNHUnitedHealth Group Inc | Stock | 112 | $5.39 萬 | <0.1% | −109−49.3% | 減碼 | 歷史 |
| CEFSprott Physical Gold & Silver Trust | PHYSICAL GOLD AN | 3,000 | $5.41 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 167 | $5.55 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DNPDNP Select Income Fund Inc | COM | 5,294 | $5.55 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CMECME Group Inc. | COM | 300 | $5.56 萬 | <0.1% | +125+71.4% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 460 | $5.56 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 412 | $5.85 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 1,503 | $5.95 萬 | <0.1% | 00.0% | 不變 | – |
| APDAir Products & Chemicals, Inc. | Stock | 200 | $5.99 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 2,410 | $6.35 萬 | <0.1% | −640−21.0% | 減碼 | – |
| iShares Russell Midcap ETF464287499 | ETF | 900 | $6.57 萬 | <0.1% | 00.0% | 不變 | – |
| MCDMcDonalds Corp | Stock | 224 | $6.68 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RTXRTX Corp | Stock | 703 | $6.89 萬 | <0.1% | +275+64.3% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 129 | $6.95 萬 | <0.1% | −18−12.2% | 減碼 | 歷史 |
| LYVLive Nation Entertainment, Inc. | COM | 800 | $7.29 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 667 | $7.56 萬 | <0.1% | 00.0% | 不變 | – |
| Invesco Exch Traded FD Tr II46138G698 | S&P 500 REVENUE | 959 | $7.67 萬 | <0.1% | +959 | 新進 | – |
| DISWalt Disney Co | Stock | 862 | $7.70 萬 | <0.1% | −73−7.8% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 296 | $7.75 萬 | <0.1% | −1−0.3% | 減碼 | 歷史 |
| SLFSun Life Financial Inc | COM | 1,527 | $7.96 萬 | <0.1% | +2+0.1% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 259 | $8.04 萬 | <0.1% | −10−3.7% | 減碼 | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 491 | $8.13 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 248 | $8.17 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GISGeneral Mills Inc | Stock | 1,117 | $8.57 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 1,475 | $8.67 萬 | <0.1% | +1,325+883.3% | 加碼 | 歷史 |
| iShares Inc464286400 | MSCI BRAZIL ETF | 2,800 | $9.08 萬 | <0.1% | +2,800 | 新進 | – |
| MRKMerck & Co., Inc. | Stock | 792 | $9.14 萬 | <0.1% | −50−5.9% | 減碼 | 歷史 |
| NEMNEWMONT Corp | Stock | 2,205 | $9.41 萬 | <0.1% | −660−23.0% | 減碼 | 歷史 |
| PRUPrudential Financial Inc | Stock | 1,126 | $9.93 萬 | 0.1% | −30−2.6% | 減碼 | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 502 | $10.4 萬 | 0.1% | −154−23.5% | 減碼 | – |
| ICEIntercontinental Exchange, Inc. | Stock | 925 | $10.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 2,825 | $10.5 萬 | 0.1% | −4,078−59.1% | 減碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 2,709 | $10.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 1,350 | $10.9 萬 | 0.1% | 00.0% | 不變 | – |
| VVisa Inc. | Stock | 468 | $11.1 萬 | 0.1% | −74−13.7% | 減碼 | 歷史 |
| TYTRI-CONTINENTAL Corp | COM | 4,115 | $11.3 萬 | 0.1% | +4,115 | 新進 | 歷史 |
| WisdomTree Tr97717W406 | US AI ENHANCED | 1,222 | $11.4 萬 | 0.1% | 00.0% | 不變 | – |
| SBUXStarbucks Corp | Stock | 1,168 | $11.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 738 | $11.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,648 | $11.6 萬 | 0.1% | 00.0% | 不變 | – |
| Kraneshares Trust500767678 | GLOBAL CARB STRA | 3,090 | $11.7 萬 | 0.1% | −200−6.1% | 減碼 | – |
| KOCoca Cola Co | Stock | 2,038 | $12.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46434V696 | CORE MSCI PAC | 2,175 | $12.5 萬 | 0.1% | 00.0% | 不變 | – |
| SPDR Series Trust78464A292 | ST STR PFD ETF | 3,773 | $12.6 萬 | 0.1% | 00.0% | 不變 | – |
| SLViShares Silver Trust | ETF | 6,053 | $12.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 980 | $13.1 萬 | 0.1% | −25−2.5% | 減碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 1,651 | $13.8 萬 | 0.1% | −265−13.8% | 減碼 | – |
| LMTLockheed Martin Corp | Stock | 302 | $13.9 萬 | 0.1% | −70−18.8% | 減碼 | 歷史 |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 2,857 | $14.1 萬 | 0.1% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 1,235 | $16.1 萬 | 0.1% | +30+2.5% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 741 | $16.5 萬 | 0.1% | +135+22.3% | 加碼 | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 1,775 | $17.3 萬 | 0.1% | −50−2.7% | 減碼 | – |
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 |