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 |
|---|---|---|---|---|---|---|---|
| iShares Tr464287234 | MSCI EMG MKT ETF | 1,503 | $5.95 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 412 | $5.85 萬 | <0.1% | 00.0% | 不變 | – |
| GOOGAlphabet Inc. | Stock | 460 | $5.56 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 |
| DNPDNP Select Income Fund Inc | COM | 5,294 | $5.55 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 |
| CEFSprott Physical Gold & Silver Trust | PHYSICAL GOLD AN | 3,000 | $5.41 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 112 | $5.39 萬 | <0.1% | −109−49.3% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 1,026 | $5.37 萬 | <0.1% | 00.0% | 不變 | – |
| INTCIntel Corp | Stock | 1,592 | $5.32 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PLDPrologis, Inc. | REIT | 423 | $5.19 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288521 | CRE U S REIT ETF | 998 | $5.13 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 700 | $5.11 萬 | <0.1% | −123−14.9% | 減碼 | – |
| PEPPepsiCo Inc | Stock | 258 | $4.78 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 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 452 | $4.56 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 284 | $4.46 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 511 | $4.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 96 | $4.28 萬 | <0.1% | 00.0% | 不變 | – |
| CVSCVS Health Corp | Stock | 615 | $4.25 萬 | <0.1% | +2+0.3% | 加碼 | 歷史 |
| GRMNGarmin Ltd | SHS | 400 | $4.17 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 |
| XELXcel Energy Inc | Stock | 658 | $4.09 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 308 | $3.88 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Inc46434G855 | MSCI GBL GOLD MN | 1,663 | $3.87 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 Core S&P Small Cap ETF464287804 | ETF | 359 | $3.58 萬 | <0.1% | 00.0% | 不變 | – |
| EXCExelon Corp | Stock | 870 | $3.54 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 |
| BPBP PLC | ADR | 976 | $3.44 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PWRQuanta Services, Inc. | COM | 174 | $3.42 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 | – |
| SYKStryker Corp | Stock | 110 | $3.36 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FFord Motor Co | Stock | 2,195 | $3.32 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VanEck ETF Trust92189F700 | AGRIBUSINESS ETF | 395 | $3.23 萬 | <0.1% | 00.0% | 不變 | – |
| SNPSSynopsys Inc | COM | 65 | $2.83 萬 | <0.1% | −20−23.5% | 減碼 | 歷史 |
| MAINMain Street Capital CORP | CEF | 700 | $2.80 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 | – |
| AVGOBroadcom Inc. | Stock | 31 | $2.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DUKDuke Energy CORP | Stock | 299 | $2.68 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ENVXEnovix Corp | COM | 1,480 | $2.67 萬 | <0.1% | +1,300+722.2% | 加碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 288 | $2.64 萬 | <0.1% | +288 | 新進 | 歷史 |
| HLTHilton Worldwide Holdings Inc. | COM | 180 | $2.62 萬 | <0.1% | −75−29.4% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 870 | $2.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 170 | $2.47 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Paramount Global92556H206 | CL B | 1,524 | $2.42 萬 | <0.1% | 00.0% | 不變 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 196 | $2.40 萬 | <0.1% | −20−9.3% | 減碼 | – |
| ORCLOracle Corp | Stock | 200 | $2.38 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 11 | $2.35 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 145 | $2.34 萬 | <0.1% | 00.0% | 不變 | – |
| ProShares Tr74348A210 | SHRT RUSSELL2000 | 1,000 | $2.28 萬 | <0.1% | +1,000 | 新進 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 520 | $2.28 萬 | <0.1% | 00.0% | 不變 | – |
| GOOGLAlphabet Inc. | Stock | 180 | $2.15 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288752 | US HOME CONS ETF | 250 | $2.14 萬 | <0.1% | 00.0% | 不變 | – |
| Schwab International Equity ETF808524805 | ETF | 594 | $2.12 萬 | <0.1% | −200−25.2% | 減碼 | – |
| PEverpure, Inc. | CL A | 575 | $2.12 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 | – |
| MAMastercard Inc | Stock | 50 | $1.97 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CMCSAComcast Corp | Stock | 468 | $1.94 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 |
| UTFCohen & Steers Infrastructure Fund Inc | COM | 808 | $1.91 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 |
| CATCaterpillar Inc | Stock | 76 | $1.87 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CORCencora, Inc. | Stock | 97 | $1.87 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PAASPan American Silver Corp | Stock | 1,278 | $1.86 萬 | <0.1% | +1,278 | 新進 | 歷史 |
| Schwab US Tips ETF808524870 | ETF | 352 | $1.85 萬 | <0.1% | 00.0% | 不變 | – |
| VLOValero Energy Corp | Stock | 155 | $1.82 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 |
| WMWaste Management Inc | Stock | 102 | $1.77 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchange Traded FD33734X143 | HLTH CARE ALPH | 161 | $1.74 萬 | <0.1% | 00.0% | 不變 | – |
| TGTTarget Corp | Stock | 130 | $1.71 萬 | <0.1% | +40+44.4% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 172 | $1.68 萬 | <0.1% | 00.0% | 不變 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 32 | $1.67 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 |
| NFLXNetflix Inc | Stock | 37 | $1.63 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 150 | $1.61 萬 | <0.1% | +150 | 新進 | – |
| SLBSLB Limited | Stock | 325 | $1.60 萬 | <0.1% | +325 | 新進 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 211 | $1.59 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 |
| MRNAModerna, Inc. | Stock | 130 | $1.58 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 161 | $1.58 萬 | <0.1% | 00.0% | 不變 | – |
| CTVACorteva, Inc. | Stock | 271 | $1.55 萬 | <0.1% | +271 | 新進 | 歷史 |
| OKEONEOK Inc | COM | 251 | $1.55 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 196 | $1.55 萬 | <0.1% | 00.0% | 不變 | – |
| AEMAgnico Eagle Mines Ltd | Stock | 300 | $1.50 萬 | <0.1% | +300 | 新進 | 歷史 |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 115 | $1.48 萬 | <0.1% | 00.0% | 不變 | – |
| LEGLeggett & Platt Inc | Stock | 500 | $1.48 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 90 | $1.47 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 T46137V266 | S&P500 PUR GWT | 93 | $1.42 萬 | <0.1% | 00.0% | 不變 | – |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 168 | $1.39 萬 | <0.1% | −200−54.3% | 減碼 | – |
| CHDNChurchill Downs Inc | COM | 100 | $1.39 萬 | <0.1% | 00.0% | 不變依 2 比 1 拆股換算 | 歷史 |
| NADNuveen Quality Municipal Income Fund | COM | 1,233 | $1.39 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 | – |
| CSXCSX Corp | Stock | 396 | $1.35 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Inc464286533 | MSCI EMERG MRKT | 245 | $1.35 萬 | <0.1% | 00.0% | 不變 | – |
| HRBH&R Block Inc | COM | 406 | $1.29 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BALLBALL Corp | COM | 220 | $1.28 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 | – |
| DVNDevon Energy Corp | Stock | 258 | $1.25 萬 | <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 |