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 |
|---|---|---|---|---|---|---|---|
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 36 | $1.24 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NOKNokia Corp | SPONSORED ADR | 2,946 | $1.23 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 | – |
| DEDeere & Co | Stock | 29 | $1.18 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 |
| AMDAdvanced Micro Devices Inc | Stock | 100 | $1.14 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 | – |
| FEFirstenergy Corp | COM | 285 | $1.11 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Global X FDS37954Y715 | RBTCS ARTFL INTE | 380 | $1.09 萬 | <0.1% | 00.0% | 不變 | – |
| Global X Uranium ETF37954Y871 | ETF | 500 | $1.08 萬 | <0.1% | +500 | 新進 | – |
| CSCOCisco Systems, Inc. | Stock | 208 | $1.08 萬 | <0.1% | −50−19.4% | 減碼 | 歷史 |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 300 | $1.07 萬 | <0.1% | 00.0% | 不變 | – |
| ALGNAlign Technology Inc | COM | 30 | $1.06 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 25 | $1.06 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 |
| COPConocoPhillips | Stock | 100 | $1.04 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 50 | $1.02 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 | – |
| DELLDell Technologies Inc. | Stock | 185 | $1.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| QCOMQualcomm Inc | Stock | 80 | $9,523 | <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 |
| SRCLStericycle Inc | COM | 200 | $9,288 | <0.1% | 00.0% | 不變 | 歷史 |
| DPZDominos Pizza Inc | COM | 27 | $9,099 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 194 | $8,959 | <0.1% | 00.0% | 不變 | – |
| PAYXPaychex Inc | Stock | 80 | $8,950 | <0.1% | 00.0% | 不變 | 歷史 |
| GEGeneral Electric Co | Stock | 80 | $8,788 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288604 | MRGSTR SM CP GR | 210 | $8,696 | <0.1% | 00.0% | 不變 | – |
| MSMorgan Stanley | Stock | 100 | $8,540 | <0.1% | 00.0% | 不變 | 歷史 |
| UAUnder Armour, Inc. | CL C | 1,271 | $8,528 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 52 | $8,446 | <0.1% | 00.0% | 不變 | – |
| KMBKimberly Clark Corp | Stock | 60 | $8,284 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138G706 | SOLAR ETF | 115 | $8,213 | <0.1% | 00.0% | 不變 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 46 | $7,998 | <0.1% | 00.0% | 不變 | – |
| LOWLowes Companies Inc | Stock | 35 | $7,941 | <0.1% | 00.0% | 不變 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 30 | $7,920 | <0.1% | −30−50.0% | 減碼 | 歷史 |
| INVHInvitation Homes Inc. | COM | 225 | $7,740 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 75 | $7,721 | <0.1% | 00.0% | 不變 | – |
| CLColgate Palmolive Co | Stock | 100 | $7,704 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 281 | $7,522 | <0.1% | 00.0% | 不變 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 100 | $7,417 | <0.1% | 00.0% | 不變 | – |
| iShares Inc46434G780 | MSCI SINGPOR ETF | 400 | $7,404 | <0.1% | −800−66.7% | 減碼 | – |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 183 | $7,355 | <0.1% | 00.0% | 不變 | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 227 | $7,330 | <0.1% | 00.0% | 不變 | – |
| UAAUnder Armour, Inc. | Stock | 998 | $7,206 | <0.1% | 00.0% | 不變 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 100 | $7,157 | <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 |
| NKENIKE, Inc. | Stock | 62 | $6,855 | <0.1% | 00.0% | 不變 | 歷史 |
| CAHCardinal Health Inc | Stock | 70 | $6,620 | <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 | – |
| TAPMolson Coors Beverage Co | CL B | 100 | $6,584 | <0.1% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 175 | $6,419 | <0.1% | 00.0% | 不變 | 歷史 |
| LUVSouthwest Airlines Co | COM | 175 | $6,337 | <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 | – |
| RRCRange Resources Corp | COM | 204 | $5,998 | <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 | – |
| BAHBooz Allen Hamilton Holding Corp | CL A | 51 | $5,692 | <0.1% | 00.0% | 不變 | 歷史 |
| NTNXNutanix, Inc. | Stock | 200 | $5,610 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 221 | $5,443 | <0.1% | 00.0% | 不變 | – |
| GLDSPDR Gold Trust | ETF | 30 | $5,348 | <0.1% | −14−31.8% | 減碼 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 85 | $5,323 | <0.1% | 00.0% | 不變 | – |
| First Trust Cloud Computing ETF33734X192 | ETF | 70 | $5,316 | <0.1% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD33733B100 | WTR ETF | 60 | $5,314 | <0.1% | 00.0% | 不變 | – |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 190 | $5,276 | <0.1% | 00.0% | 不變 | – |
| SWBISmith & Wesson Brands, Inc. | COM | 400 | $5,216 | <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 |
| AUPHAurinia Pharmaceuticals Inc. | COM | 531 | $5,140 | <0.1% | 00.0% | 不變 | 歷史 |
| PNRPENTAIR plc | SHS | 77 | $4,974 | <0.1% | 00.0% | 不變 | 歷史 |
| HWMHowmet Aerospace Inc. | Stock | 100 | $4,956 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR S&P Regional Banking ETF78464A698 | ETF | 120 | $4,900 | <0.1% | +120 | 新進 | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 75 | $4,881 | <0.1% | 00.0% | 不變 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 63 | $4,761 | <0.1% | 00.0% | 不變 | – |
| Schwab Fundamental International Small Equity ETF808524748 | ETF | 136 | $4,514 | <0.1% | 00.0% | 不變 | – |
| UPSUnited Parcel Service Inc | Stock | 25 | $4,481 | <0.1% | 00.0% | 不變 | 歷史 |
| ACADAcadia Pharmaceuticals Inc | COM | 180 | $4,311 | <0.1% | 00.0% | 不變 | 歷史 |
| DGDollar General Corp | COM | 25 | $4,245 | <0.1% | 00.0% | 不變 | 歷史 |
| SPLKSplunk Inc | COM | 40 | $4,244 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Global Clean Energy ETF464288224 | ETF | 220 | $4,048 | <0.1% | 00.0% | 不變 | – |
| CRMSalesforce, Inc. | Stock | 18 | $3,803 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Inc464286350 | MSCI AGR PRO ETF | 96 | $3,793 | <0.1% | 00.0% | 不變 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 14 | $3,661 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464288174 | GL TIMB FORE ETF | 50 | $3,585 | <0.1% | 00.0% | 不變 | – |
| RUMRUM Group Inc. | Stock | 400 | $3,568 | <0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33736G106 | GBL WND ENRG ETF | 200 | $3,494 | <0.1% | 00.0% | 不變 | – |
| GEHCGE HealthCare Technologies Inc. | Stock | 43 | $3,493 | <0.1% | +17+65.4% | 加碼 | 歷史 |
| STWDStarwood Property Trust, Inc. | COM | 180 | $3,492 | <0.1% | 00.0% | 不變 | 歷史 |
| AXPAmerican Express Co | Stock | 20 | $3,484 | <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 | – |
| MARMarriott International Inc | Stock | 18 | $3,306 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 44 | $3,190 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464287556 | ISHARES BIOTECH | 25 | $3,174 | <0.1% | 00.0% | 不變 | – |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 50 | $3,156 | <0.1% | 00.0% | 不變 | – |
| BF.BBrown Forman Corp | Stock | 45 | $3,005 | <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 | – |
| MEDMedifast Inc | COM | 30 | $2,765 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 79 | $2,668 | <0.1% | 00.0% | 不變 | – |
| RGRSturm Ruger & Co Inc | Stock | 50 | $2,648 | <0.1% | 00.0% | 不變 | 歷史 |
| BYNDBeyond Meat, Inc. | COM | 200 | $2,596 | <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 | – |
| MMM3M Co | Stock | 25 | $2,502 | <0.1% | 00.0% | 不變 | 歷史 |
| Fidelity MSCI Energy Index ETF316092402 | ETF | 110 | $2,438 | <0.1% | 00.0% | 不變 | – |
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 |