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。
- 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%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 201,619 | $1,012 萬 | 5.4% | −1,329−0.7% | 減碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 152,468 | $1,146 萬 | 6.1% | −483−0.3% | 減碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 249,740 | $1,808 萬 | 9.6% | −3,540−1.4% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 51,253 | $1,836 萬 | 9.8% | −619−1.2% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 138,216 | $5,908 萬 | 31.4% | −1,166−0.8% | 減碼 | 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。
| 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 Tr464287572 | GLOBAL 100 ETF | 4,275 | $32.5 萬 | 0.2% | – |
| Kraneshares Trust500767678 | GLOBAL CARB STRA | 3,090 | $11.7 萬 | 0.1% | – |
| iShares Inc46434G855 | MSCI GBL GOLD MN | 1,663 | $3.87 萬 | <0.1% | – |
| CEGConstellation Energy Corp | Stock | 288 | $2.64 萬 | <0.1% | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 11 | $2.35 萬 | <0.1% | 歷史 |
| ProShares Tr74348A210 | SHRT RUSSELL2000 | 1,000 | $2.28 萬 | <0.1% | – |
| GOOGLAlphabet Inc. | Stock | 180 | $2.15 萬 | <0.1% | 歷史 |
| iShares Tr464288752 | US HOME CONS ETF | 250 | $2.14 萬 | <0.1% | – |
| SPDR Index Shs FDS78463X202 | ST STR EU 50 ETF | 450 | $2.07 萬 | <0.1% | – |
| CORCencora, Inc. | Stock | 97 | $1.87 萬 | <0.1% | 歷史 |
| JOEST JOE Co | COM | 345 | $1.67 萬 | <0.1% | 歷史 |
| SLBSLB Limited | Stock | 325 | $1.60 萬 | <0.1% | 歷史 |
| CTVACorteva, Inc. | Stock | 271 | $1.55 萬 | <0.1% | 歷史 |
| BALLBALL Corp | COM | 220 | $1.28 萬 | <0.1% | 歷史 |
| DEDeere & Co | Stock | 29 | $1.18 萬 | <0.1% | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 100 | $1.14 萬 | <0.1% | 歷史 |
| Global X Uranium ETF37954Y871 | ETF | 500 | $1.08 萬 | <0.1% | – |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 300 | $1.07 萬 | <0.1% | – |
| NVDANVIDIA Corp | Stock | 25 | $1.06 萬 | <0.1% | 歷史 |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 165 | $1.02 萬 | <0.1% | – |
| DJPBarclays Bank PLC | DJUBS CMDT ETN36 | 310 | $9,477 | <0.1% | 歷史 |
| DPZDominos Pizza Inc | COM | 27 | $9,099 | <0.1% | 歷史 |
| MSMorgan Stanley | Stock | 100 | $8,540 | <0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138G706 | SOLAR ETF | 115 | $8,213 | <0.1% | – |
| INVHInvitation Homes Inc. | COM | 225 | $7,740 | <0.1% | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 75 | $7,721 | <0.1% | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 100 | $7,417 | <0.1% | – |
| iShares Inc46434G780 | MSCI SINGPOR ETF | 400 | $7,404 | <0.1% | – |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 380 | $7,155 | <0.1% | 歷史 |
| NKENIKE, Inc. | Stock | 62 | $6,855 | <0.1% | 歷史 |
| First Trust Cloud Computing ETF33734X192 | ETF | 70 | $5,316 | <0.1% | – |
| First Tr Exchange-Traded FD33733B100 | WTR ETF | 60 | $5,314 | <0.1% | – |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 190 | $5,276 | <0.1% | – |
| SWBISmith & Wesson Brands, Inc. | COM | 400 | $5,216 | <0.1% | 歷史 |
| HWMHowmet Aerospace Inc. | Stock | 100 | $4,956 | <0.1% | 歷史 |
| State Street SPDR S&P Regional Banking ETF78464A698 | ETF | 120 | $4,900 | <0.1% | – |
| DGDollar General Corp | COM | 25 | $4,245 | <0.1% | 歷史 |
| iShares Global Clean Energy ETF464288224 | ETF | 220 | $4,048 | <0.1% | – |
| iShares Inc464286350 | MSCI AGR PRO ETF | 96 | $3,793 | <0.1% | – |
| iShares Tr464288174 | GL TIMB FORE ETF | 50 | $3,585 | <0.1% | – |
| First Tr Exchange-Traded FD33736G106 | GBL WND ENRG ETF | 200 | $3,494 | <0.1% | – |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 50 | $3,156 | <0.1% | – |
| BF.BBrown Forman Corp | Stock | 45 | $3,005 | <0.1% | 歷史 |
| RGRSturm Ruger & Co Inc | Stock | 50 | $2,648 | <0.1% | 歷史 |
| Fidelity MSCI Energy Index ETF316092402 | ETF | 110 | $2,438 | <0.1% | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 49 | $1,594 | <0.1% | – |
| SPCEVirgin Galactic Holdings, Inc | COM | 401 | $1,556 | <0.1% | 歷史 |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 41 | $1,317 | <0.1% | – |
| WBAWalgreens Boots Alliance, Inc. | COM | 39 | $1,112 | <0.1% | 歷史 |
| NIONIO Inc. | ADR | 100 | $969 | <0.1% | 歷史 |
| JWNNordstrom Inc | Stock | 45 | $921 | <0.1% | 歷史 |
| AOUTAmerican Outdoor Brands, Inc. | COM | 99 | $859 | <0.1% | 歷史 |
| SOFISoFi Technologies, Inc. | Stock | 100 | $834 | <0.1% | 歷史 |
| AALAmerican Airlines Group Inc. | Stock | 45 | $807 | <0.1% | 歷史 |
| LLLL Flooring Holdings, Inc. | COM | 200 | $766 | <0.1% | 歷史 |
| ARNCArconic Corp | COM | 25 | $740 | <0.1% | 歷史 |
| NTRNutrien Ltd. | COM | 12 | $709 | <0.1% | 歷史 |
| AMCAMC Entertainment Holdings, Inc. | CL A COM | 100 | $440 | <0.1% | 歷史 |
| BHCBausch Health Companies Inc. | Stock | 50 | $400 | <0.1% | 歷史 |
| EVGOEVgo Inc. | CL A COM | 100 | $400 | <0.1% | 歷史 |
| JOANJOANN Inc. | COM | 265 | $232 | <0.1% | 歷史 |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 4 | $225 | <0.1% | 歷史 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 2 | $75 | <0.1% | – |
| NMINuveen Municipal Income Fund Inc | COM | 7 | $66 | <0.1% | 歷史 |
| GRPNGroupon, Inc. | COM NEW | 4 | $24 | <0.1% | 歷史 |
| CFMSConformis Inc | COM NEW | 5 | $11 | <0.1% | 歷史 |