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Livermore
Livermore
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Lowe Wealth Advisors, LLC

SEC CIK
0001574010
最新申報
2025/10/16

2023 年第 3 季持倉

持倉截至 2023/9/30，2023/10/23 申報。只含多頭部位，變化是跟 2023 年第 2 季比股數。

機構總覽
持股檔數
305
較 2023 年第 2 季 −51
總值
$1.88 億
較 2023 年第 2 季 −$908.3 萬 (−4.6%)
申報日
2023/10/23
SEC
Lowe Wealth Advisors, LLC 在 2023 年第 3 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
Advanced Battery Technologies Inc00752H102COM30$00.0%00.0%不變–
NBEVNewAge, Inc.COM100$00.0%00.0%不變歷史
NVTnVent Electric plcSHS2$106<0.1%00.0%不變歷史
EBSEmergent BioSolutions Inc.COM40$136<0.1%00.0%不變歷史
KSSKOHLS CorpStock7$147<0.1%00.0%不變歷史
VTRSViatris IncStock15$148<0.1%00.0%不變歷史
WisdomTree Tr97717W869EUROPE SMCP DV3$157<0.1%00.0%不變–
Invesco Exchange Traded FD T46137V407INVESCO MSCI5$221<0.1%00.0%不變–
SPBSpectrum Brands Holdings, Inc.COM3$235<0.1%00.0%不變歷史
Schwab Strategic Tr808524789FUNDAMENTAL US B5$275<0.1%00.0%不變–
SCORComscore, Inc.COM500$307<0.1%00.0%不變歷史
WABWestinghouse Air Brake Technologies CorpStock3$319<0.1%00.0%不變歷史
VSHVishay Intertechnology IncCOM15$371<0.1%00.0%不變歷史
Invesco Exchange Traded FD T46137V142WATER RES ETF7$372<0.1%00.0%不變–
JAZZJazz Pharmaceuticals plcSHS USD3$388<0.1%00.0%不變歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF2$416<0.1%+2新進–
JCIJohnson Controls International plcStock9$479<0.1%00.0%不變歷史
PRTAProthena Corp Public Ltd CoSHS10$483<0.1%00.0%不變歷史
QSQuantumScape CorpCOM CL A75$502<0.1%00.0%不變歷史
AQMSAqua Metals, Inc.COM455$514<0.1%00.0%不變歷史
BMYBristol Myers Squibb CoStock10$580<0.1%−15−60.0%減碼歷史
Schwab International Small-Cap Equity ETF808524888ETF21$677<0.1%−58−73.4%減碼–
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS68$693<0.1%00.0%不變歷史
MDTMedtronic plcStock9$705<0.1%00.0%不變歷史
DOWDow Inc.Stock14$722<0.1%00.0%不變歷史
Vanguard S&P 500 Growth ETF921932505ETF3$741<0.1%00.0%不變–
Vanguard S&P 500 ETF922908363ETF2$785<0.1%00.0%不變–
TFCTruist Financial CorpCOM30$858<0.1%00.0%不變歷史
Wheeler Real Estate Investment Trust, Inc.963025309CPR700$1,050<0.1%−200−22.2%減碼–
Invesco Exch Traded FD Tr II46138E537NATL AMT MUNI50$1,108<0.1%00.0%不變–
Schwab Fundamental International Small Equity ETF808524748ETF35$1,125<0.1%−101−74.3%減碼–
TELTE Connectivity plcREG SHS10$1,235<0.1%00.0%不變歷史
Global X FDS37954Y715RBTCS ARTFL INTE50$1,236<0.1%−330−86.8%減碼–
SNAPSnap IncStock150$1,337<0.1%00.0%不變歷史
WHWyndham Hotels & Resorts, Inc.COM20$1,391<0.1%00.0%不變歷史
iShares Russell 1000 Growth ETF464287614ETF6$1,596<0.1%00.0%不變–
METMetlife IncStock26$1,636<0.1%00.0%不變歷史
BYNDBeyond Meat, Inc.COM200$1,924<0.1%00.0%不變歷史
LULUlululemon athletica inc.Stock5$1,928<0.1%00.0%不變歷史
RUMRUM Group Inc.Stock400$2,040<0.1%00.0%不變歷史
MNKDMannkind CorpCOM NEW500$2,065<0.1%00.0%不變歷史
TGTTarget CorpStock20$2,211<0.1%−110−84.6%減碼歷史
MEDMedifast IncCOM30$2,246<0.1%00.0%不變歷史
MMM3M CoStock25$2,341<0.1%00.0%不變歷史
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL40$2,352<0.1%00.0%不變–
iShares S&P Mid-Cap 400 Growth ETF464287606ETF40$2,890<0.1%00.0%不變–
GEHCGE HealthCare Technologies Inc.Stock43$2,926<0.1%00.0%不變歷史
AXPAmerican Express CoStock20$2,984<0.1%00.0%不變歷史
iShares MSCI Eafe ETF464287465ETF44$3,032<0.1%00.0%不變–
iShares Tr464287556ISHARES BIOTECH25$3,057<0.1%00.0%不變–
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF20$3,220<0.1%00.0%不變–
LUVSouthwest Airlines CoCOM120$3,248<0.1%−55−31.4%減碼歷史
STWDStarwood Property Trust, Inc.COM180$3,483<0.1%00.0%不變歷史
iShares Core S&P Mid-Cap ETF464287507ETF14$3,491<0.1%00.0%不變–
AXSMAxsome Therapeutics, Inc.COM50$3,495<0.1%+50新進歷史
MARMarriott International IncStock18$3,538<0.1%00.0%不變歷史
CRMSalesforce, Inc.Stock18$3,650<0.1%00.0%不變歷史
ACADAcadia Pharmaceuticals IncCOM180$3,751<0.1%00.0%不變歷史
UAAUnder Armour, Inc.Stock566$3,877<0.1%−432−43.3%減碼歷史
UPSUnited Parcel Service IncStock25$3,897<0.1%00.0%不變歷史
UAUnder Armour, Inc.CL C639$4,077<0.1%−632−49.7%減碼歷史
AUPHAurinia Pharmaceuticals Inc.COM531$4,126<0.1%00.0%不變歷史
AVGOBroadcom Inc.Stock5$4,153<0.1%−26−83.9%減碼歷史
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT30$4,251<0.1%−55−64.7%減碼–
Vanguard Intl Equity Index F922042676GLB EX US ETF110$4,282<0.1%−73−39.9%減碼–
RQICohen & Steers Quality Income Realty Fund IncCEF444$4,493<0.1%00.0%不變歷史
Vanguard Short-Term Bond ETF921937827ETF63$4,736<0.1%00.0%不變–
State Street Communication Services Select Sector SPDR ETF81369Y852ETF75$4,918<0.1%00.0%不變–
PNRPENTAIR plcSHS77$4,986<0.1%00.0%不變歷史
AEMAgnico Eagle Mines LtdStock112$5,090<0.1%−188−62.7%減碼歷史
iShares Core MSCI Total International Stock ETF46432F834ETF85$5,099<0.1%00.0%不變–
GLDSPDR Gold TrustETF30$5,144<0.1%00.0%不變歷史
Schwab Emerging Markets Equity ETF808524706ETF221$5,291<0.1%00.0%不變–
iShares S&P Small-Cap 600 Growth ETF464287887ETF50$5,484<0.1%00.0%不變–
BAHBooz Allen Hamilton Holding CorpCL A51$5,573<0.1%00.0%不變歷史
SPLKSplunk IncCOM40$5,850<0.1%00.0%不變歷史
State Street Financial Select Sector SPDR ETF81369Y605ETF180$5,971<0.1%00.0%不變–
CAHCardinal Health IncStock70$6,077<0.1%00.0%不變歷史
Schwab Fundamental U.S. Small Company ETF808524763ETF131$6,352<0.1%00.0%不變–
TAPMolson Coors Beverage CoCL B100$6,359<0.1%00.0%不變歷史
NFLXNetflix IncStock17$6,419<0.1%−20−54.1%減碼歷史
RRCRange Resources CorpCOM204$6,612<0.1%00.0%不變歷史
AZNAstraZeneca PLCSPONSORED ADR100$6,772<0.1%00.0%不變歷史
BABAAlibaba Group Holding LtdADR79$6,852<0.1%+79新進歷史
PAASPan American Silver CorpStock479$6,936<0.1%−799−62.5%減碼歷史
NTNXNutanix, Inc.Stock200$6,976<0.1%00.0%不變歷史
CLColgate Palmolive CoStock100$7,111<0.1%00.0%不變歷史
Schwab Fundamental International Equity ETF808524755ETF227$7,189<0.1%00.0%不變–
KMBKimberly Clark CorpStock60$7,251<0.1%00.0%不變歷史
LOWLowes Companies IncStock35$7,313<0.1%00.0%不變歷史
Schwab Fundamental Emerging Markets Equity ETF808524730ETF281$7,368<0.1%00.0%不變–
State Street Technology Select Sector SPDR ETF81369Y803ETF46$7,541<0.1%00.0%不變–
PFEPfizer IncStock229$7,596<0.1%+54+30.9%加碼歷史
ADBEAdobe Inc.Stock15$7,649<0.1%+15新進歷史
BDXBecton Dickinson & CoStock30$7,756<0.1%00.0%不變歷史
Vanguard Dividend Appreciation ETF921908844ETF52$8,080<0.1%00.0%不變–
iShares Tr464288604MRGSTR SM CP GR210$8,140<0.1%00.0%不變–
Vanguard Ftse Developed Markets ETF921943858ETF194$8,482<0.1%00.0%不變–
GEGeneral Electric CoStock80$8,844<0.1%00.0%不變歷史
QCOMQualcomm IncStock80$8,885<0.1%00.0%不變歷史

2023 年第 2 季之後清倉（66 檔）

2023 年第 2 季季末還持有、這份申報已經沒有的部位。

Lowe Wealth Advisors, LLC 在 2023 年第 2 季之後清倉的部位
證券類別2023 年第 2 季股數2023 年第 2 季市值2023 年第 2 季佔組合 %紀錄
iShares Tr464287572GLOBAL 100 ETF4,275$32.5 萬0.2%–
Kraneshares Trust500767678GLOBAL CARB STRA3,090$11.7 萬0.1%–
iShares Inc46434G855MSCI GBL GOLD MN1,663$3.87 萬<0.1%–
CEGConstellation Energy CorpStock288$2.64 萬<0.1%歷史
CMGChipotle Mexican Grill IncCOM11$2.35 萬<0.1%歷史
ProShares Tr74348A210SHRT RUSSELL20001,000$2.28 萬<0.1%–
GOOGLAlphabet Inc.Stock180$2.15 萬<0.1%歷史
iShares Tr464288752US HOME CONS ETF250$2.14 萬<0.1%–
SPDR Index Shs FDS78463X202ST STR EU 50 ETF450$2.07 萬<0.1%–
CORCencora, Inc.Stock97$1.87 萬<0.1%歷史
JOEST JOE CoCOM345$1.67 萬<0.1%歷史
SLBSLB LimitedStock325$1.60 萬<0.1%歷史
CTVACorteva, Inc.Stock271$1.55 萬<0.1%歷史
BALLBALL CorpCOM220$1.28 萬<0.1%歷史
DEDeere & CoStock29$1.18 萬<0.1%歷史
AMDAdvanced Micro Devices IncStock100$1.14 萬<0.1%歷史
Global X Uranium ETF37954Y871ETF500$1.08 萬<0.1%–
VanEck ETF Trust92189F791JUNIOR GOLD MINE300$1.07 萬<0.1%–
NVDANVIDIA CorpStock25$1.06 萬<0.1%歷史
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF165$1.02 萬<0.1%–
DJPBarclays Bank PLCDJUBS CMDT ETN36310$9,477<0.1%歷史
DPZDominos Pizza IncCOM27$9,099<0.1%歷史
MSMorgan StanleyStock100$8,540<0.1%歷史
Invesco Exch Traded FD Tr II46138G706SOLAR ETF115$8,213<0.1%–
INVHInvitation Homes Inc.COM225$7,740<0.1%歷史
iShares Tr46428743220 YR TR BD ETF75$7,721<0.1%–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF100$7,417<0.1%–
iShares Inc46434G780MSCI SINGPOR ETF400$7,404<0.1%–
CCLCarnival Corp Ltd.UNIT 99/99/9999380$7,155<0.1%歷史
NKENIKE, Inc.Stock62$6,855<0.1%歷史
First Trust Cloud Computing ETF33734X192ETF70$5,316<0.1%–
First Tr Exchange-Traded FD33733B100WTR ETF60$5,314<0.1%–
VanEck ETF Trust92189F437FALLEN ANGEL HG190$5,276<0.1%–
SWBISmith & Wesson Brands, Inc.COM400$5,216<0.1%歷史
HWMHowmet Aerospace Inc.Stock100$4,956<0.1%歷史
State Street SPDR S&P Regional Banking ETF78464A698ETF120$4,900<0.1%–
DGDollar General CorpCOM25$4,245<0.1%歷史
iShares Global Clean Energy ETF464288224ETF220$4,048<0.1%–
iShares Inc464286350MSCI AGR PRO ETF96$3,793<0.1%–
iShares Tr464288174GL TIMB FORE ETF50$3,585<0.1%–
First Tr Exchange-Traded FD33736G106GBL WND ENRG ETF200$3,494<0.1%–
Fidelity MSCI Health Care Index ETF316092600ETF50$3,156<0.1%–
BF.BBrown Forman CorpStock45$3,005<0.1%歷史
RGRSturm Ruger & Co IncStock50$2,648<0.1%歷史
Fidelity MSCI Energy Index ETF316092402ETF110$2,438<0.1%–
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF49$1,594<0.1%–
SPCEVirgin Galactic Holdings, IncCOM401$1,556<0.1%歷史
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375ETF41$1,317<0.1%–
WBAWalgreens Boots Alliance, Inc.COM39$1,112<0.1%歷史
NIONIO Inc.ADR100$969<0.1%歷史
JWNNordstrom IncStock45$921<0.1%歷史
AOUTAmerican Outdoor Brands, Inc.COM99$859<0.1%歷史
SOFISoFi Technologies, Inc.Stock100$834<0.1%歷史
AALAmerican Airlines Group Inc.Stock45$807<0.1%歷史
LLLL Flooring Holdings, Inc.COM200$766<0.1%歷史
ARNCArconic CorpCOM25$740<0.1%歷史
NTRNutrien Ltd.COM12$709<0.1%歷史
AMCAMC Entertainment Holdings, Inc.CL A COM100$440<0.1%歷史
BHCBausch Health Companies Inc.Stock50$400<0.1%歷史
EVGOEVgo Inc.CL A COM100$400<0.1%歷史
JOANJOANN Inc.COM265$232<0.1%歷史
CRSPCRISPR Therapeutics AGNAMEN AKT4$225<0.1%歷史
State Street Real Estate Select Sector SPDR ETF81369Y860ETF2$75<0.1%–
NMINuveen Municipal Income Fund IncCOM7$66<0.1%歷史
GRPNGroupon, Inc.COM NEW4$24<0.1%歷史
CFMSConformis IncCOM NEW5$11<0.1%歷史