Lowe Wealth Advisors, LLC
- SEC CIK
- 0001574010
- 最新申報
- 2025/10/16
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/1/5 申報。只含多頭部位，變化是跟 2023 年第 3 季比股數。
- 持股檔數
- 315
- 較 2023 年第 3 季 +10
- 總值
- $2.02 億
- 較 2023 年第 3 季 +$1,406 萬 (+7.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Advanced Battery Technologies Inc00752H102 | COM | 30 | $0 | 0.0% | 00.0% | 不變 | – |
| NBEVNewAge, Inc. | COM | 100 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| EBSEmergent BioSolutions Inc. | COM | 40 | $96 | <0.1% | 00.0% | 不變 | 歷史 |
| NVTnVent Electric plc | SHS | 2 | $118 | <0.1% | 00.0% | 不變 | 歷史 |
| BRCCBRC Inc. | COM CL A | 35 | $127 | <0.1% | +35 | 新進 | 歷史 |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 4 | $142 | <0.1% | +4 | 新進 | – |
| VTRSViatris Inc | Stock | 15 | $162 | <0.1% | 00.0% | 不變 | 歷史 |
| WisdomTree Tr97717W869 | EUROPE SMCP DV | 3 | $179 | <0.1% | 00.0% | 不變 | – |
| KSSKOHLS Corp | Stock | 7 | $201 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V407 | INVESCO MSCI | 5 | $236 | <0.1% | 00.0% | 不變 | – |
| SPBSpectrum Brands Holdings, Inc. | COM | 3 | $239 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab Strategic Tr808524789 | FUNDAMENTAL US B | 5 | $306 | <0.1% | 00.0% | 不變 | – |
| AQMSAqua Metals, Inc. | COM | 455 | $346 | <0.1% | 00.0% | 不變 | 歷史 |
| VSHVishay Intertechnology Inc | COM | 15 | $360 | <0.1% | 00.0% | 不變 | 歷史 |
| PRTAProthena Corp Public Ltd Co | SHS | 10 | $363 | <0.1% | 00.0% | 不變 | 歷史 |
| JAZZJazz Pharmaceuticals plc | SHS USD | 3 | $369 | <0.1% | 00.0% | 不變 | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 3 | $381 | <0.1% | 00.0% | 不變 | 歷史 |
| SCORComscore, Inc. | COM NEW | 25 | $418 | <0.1% | 00.0% | 不變依 1 比 20 拆股換算 | 歷史 |
| Invesco Exchange Traded FD T46137V142 | WATER RES ETF | 7 | $426 | <0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2 | $465 | <0.1% | 00.0% | 不變 | – |
| BMYBristol Myers Squibb Co | Stock | 10 | $513 | <0.1% | 00.0% | 不變 | 歷史 |
| JCIJohnson Controls International plc | Stock | 9 | $519 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Actively Managed Exc46090A804 | TOTAL RETURN | 11 | $520 | <0.1% | +11 | 新進 | – |
| QSQuantumScape Corp | COM CL A | 75 | $521 | <0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 41 | $691 | <0.1% | +41 | 新進 | – |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 68 | $709 | <0.1% | 00.0% | 不變 | 歷史 |
| MDTMedtronic plc | Stock | 9 | $741 | <0.1% | 00.0% | 不變 | 歷史 |
| DOWDow Inc. | Stock | 14 | $768 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 3 | $812 | <0.1% | 00.0% | 不變 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 2 | $874 | <0.1% | 00.0% | 不變 | – |
| Wheeler Real Estate Investment Trust, Inc.963025309 | CPR | 700 | $910 | <0.1% | 00.0% | 不變 | – |
| TFCTruist Financial Corp | COM | 30 | $1,108 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138E537 | NATL AMT MUNI | 50 | $1,209 | <0.1% | 00.0% | 不變 | – |
| Schwab Fundamental International Small Equity ETF808524748 | ETF | 35 | $1,220 | <0.1% | 00.0% | 不變 | – |
| TELTE Connectivity plc | REG SHS | 10 | $1,405 | <0.1% | 00.0% | 不變 | 歷史 |
| Global X FDS37954Y715 | RBTCS ARTFL INTE | 50 | $1,425 | <0.1% | 00.0% | 不變 | – |
| WHWyndham Hotels & Resorts, Inc. | COM | 20 | $1,608 | <0.1% | 00.0% | 不變 | 歷史 |
| METMetlife Inc | Stock | 26 | $1,719 | <0.1% | 00.0% | 不變 | 歷史 |
| BYNDBeyond Meat, Inc. | COM | 200 | $1,780 | <0.1% | 00.0% | 不變 | 歷史 |
| RUMRUM Group Inc. | Stock | 400 | $1,796 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 6 | $1,819 | <0.1% | 00.0% | 不變 | – |
| MNKDMannkind Corp | COM NEW | 500 | $1,820 | <0.1% | 00.0% | 不變 | 歷史 |
| MEDMedifast Inc | COM | 30 | $2,017 | <0.1% | 00.0% | 不變 | 歷史 |
| SNAPSnap Inc | Stock | 150 | $2,540 | <0.1% | 00.0% | 不變 | 歷史 |
| LULUlululemon athletica inc. | Stock | 5 | $2,556 | <0.1% | 00.0% | 不變 | 歷史 |
| MMM3M Co | Stock | 25 | $2,733 | <0.1% | 00.0% | 不變 | 歷史 |
| TURN180 Degree Capital Corp. | COM NEW | 683 | $2,800 | <0.1% | +683 | 新進 | 歷史 |
| TGTTarget Corp | Stock | 20 | $2,848 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 40 | $3,169 | <0.1% | 00.0% | 不變 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 44 | $3,315 | <0.1% | 00.0% | 不變 | – |
| GEHCGE HealthCare Technologies Inc. | Stock | 43 | $3,325 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 25 | $3,396 | <0.1% | 00.0% | 不變 | – |
| LUVSouthwest Airlines Co | COM | 120 | $3,466 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 20 | $3,576 | <0.1% | 00.0% | 不變 | – |
| AXPAmerican Express Co | Stock | 20 | $3,747 | <0.1% | 00.0% | 不變 | 歷史 |
| STWDStarwood Property Trust, Inc. | COM | 180 | $3,784 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 14 | $3,880 | <0.1% | 00.0% | 不變 | – |
| UPSUnited Parcel Service Inc | Stock | 25 | $3,931 | <0.1% | 00.0% | 不變 | 歷史 |
| AXSMAxsome Therapeutics, Inc. | COM | 50 | $3,980 | <0.1% | 00.0% | 不變 | 歷史 |
| MARMarriott International Inc | Stock | 18 | $4,059 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 110 | $4,685 | <0.1% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 30 | $4,734 | <0.1% | 00.0% | 不變 | – |
| CRMSalesforce, Inc. | Stock | 18 | $4,737 | <0.1% | 00.0% | 不變 | 歷史 |
| AUPHAurinia Pharmaceuticals Inc. | COM | 531 | $4,774 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 63 | $4,852 | <0.1% | 00.0% | 不變 | – |
| UAAUnder Armour, Inc. | Stock | 566 | $4,975 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 146 | $5,094 | <0.1% | +125+595.2% | 加碼 | – |
| UAUnder Armour, Inc. | CL C | 639 | $5,336 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 75 | $5,450 | <0.1% | 00.0% | 不變 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 221 | $5,479 | <0.1% | 00.0% | 不變 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 85 | $5,519 | <0.1% | 00.0% | 不變 | – |
| AVGOBroadcom Inc. | Stock | 5 | $5,581 | <0.1% | 00.0% | 不變 | 歷史 |
| PNRPENTAIR plc | SHS | 77 | $5,599 | <0.1% | 00.0% | 不變 | 歷史 |
| ACADAcadia Pharmaceuticals Inc | COM | 180 | $5,636 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 75 | $5,710 | <0.1% | +75 | 新進 | – |
| GLDSPDR Gold Trust | ETF | 30 | $5,735 | <0.1% | 00.0% | 不變 | 歷史 |
| SPLKSplunk Inc | COM | 40 | $6,094 | <0.1% | 00.0% | 不變 | 歷史 |
| TAPMolson Coors Beverage Co | CL B | 100 | $6,121 | <0.1% | 00.0% | 不變 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 79 | $6,123 | <0.1% | 00.0% | 不變 | 歷史 |
| AEMAgnico Eagle Mines Ltd | Stock | 112 | $6,143 | <0.1% | 00.0% | 不變 | 歷史 |
| RRCRange Resources Corp | COM | 204 | $6,210 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 50 | $6,257 | <0.1% | 00.0% | 不變 | – |
| BAHBooz Allen Hamilton Holding Corp | CL A | 51 | $6,523 | <0.1% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 229 | $6,593 | <0.1% | 00.0% | 不變 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 100 | $6,735 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 180 | $6,768 | <0.1% | 00.0% | 不變 | – |
| CAHCardinal Health Inc | Stock | 70 | $7,056 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 131 | $7,251 | <0.1% | 00.0% | 不變 | – |
| CMRE.PCCostamare Inc. | PRD | 287 | $7,284 | <0.1% | +287 | 新進 | 歷史 |
| KMBKimberly Clark Corp | Stock | 60 | $7,291 | <0.1% | 00.0% | 不變 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 30 | $7,315 | <0.1% | 00.0% | 不變 | 歷史 |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 200 | $7,582 | <0.1% | +200 | 新進 | – |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 281 | $7,626 | <0.1% | 00.0% | 不變 | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 227 | $7,657 | <0.1% | 00.0% | 不變 | – |
| PAASPan American Silver Corp | Stock | 479 | $7,822 | <0.1% | 00.0% | 不變 | 歷史 |
| LOWLowes Companies Inc | Stock | 35 | $7,831 | <0.1% | 00.0% | 不變 | 歷史 |
| CLColgate Palmolive Co | Stock | 100 | $7,971 | <0.1% | 00.0% | 不變 | 歷史 |
| ALGNAlign Technology Inc | COM | 30 | $8,220 | <0.1% | 00.0% | 不變 | 歷史 |
| NFLXNetflix Inc | Stock | 17 | $8,277 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 52 | $8,861 | <0.1% | 00.0% | 不變 | – |
2023 年第 3 季之後清倉（8 檔）
2023 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 3 季股數 | 2023 年第 3 季市值 | 2023 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| VanEck ETF Trust92189H607 | OIL SERVICES ETF | 760 | $26.2 萬 | 0.1% | – |
| iShares S&P 500 Value ETF464287408 | ETF | 145 | $2.23 萬 | <0.1% | – |
| VMWVmware LLC | CL A COM | 81 | $1.35 萬 | <0.1% | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 35 | $1.19 萬 | <0.1% | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 85 | $1.15 萬 | <0.1% | – |
| ADBEAdobe Inc. | Stock | 15 | $7,649 | <0.1% | 歷史 |
| RQICohen & Steers Quality Income Realty Fund Inc | CEF | 444 | $4,493 | <0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 40 | $2,352 | <0.1% | – |