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 |
|---|---|---|---|---|---|---|---|
| iShares Tr464288604 | MRGSTR SM CP GR | 210 | $9,240 | <0.1% | 00.0% | 不變 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 194 | $9,293 | <0.1% | 00.0% | 不變 | – |
| PAYXPaychex Inc | Stock | 80 | $9,529 | <0.1% | 00.0% | 不變 | 歷史 |
| NTNXNutanix, Inc. | Stock | 200 | $9,538 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 49 | $9,835 | <0.1% | −100−67.1% | 減碼 | – |
| SRCLStericycle Inc | COM | 200 | $9,912 | <0.1% | 00.0% | 不變 | 歷史 |
| NOKNokia Corp | SPONSORED ADR | 2,946 | $1.01 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GEGeneral Electric Co | Stock | 80 | $1.02 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FEFirstenergy Corp | COM | 285 | $1.04 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 208 | $1.05 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CMECME Group Inc. | COM | 50 | $1.05 萬 | <0.1% | −50−50.0% | 減碼 | 歷史 |
| MYDBlackRock Muniyield Fund, Inc. | COM | 1,005 | $1.08 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 60 | $1.14 萬 | <0.1% | −40−40.0% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 80 | $1.16 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| COPConocoPhillips | Stock | 100 | $1.16 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DVNDevon Energy Corp | Stock | 258 | $1.17 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 200 | $1.19 萬 | <0.1% | +20+11.1% | 加碼 | 歷史 |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 195 | $1.21 萬 | <0.1% | 00.0% | 不變 | – |
| State Street SPDR S&P Emerging Asia Pacific ETF78463X301 | ETF | 120 | $1.21 萬 | <0.1% | +120 | 新進 | – |
| UNPUnion Pacific Corp | Stock | 50 | $1.23 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 150 | $1.28 萬 | <0.1% | 00.0% | 不變 | – |
| MRNAModerna, Inc. | Stock | 130 | $1.29 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LEGLeggett & Platt Inc | Stock | 500 | $1.31 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CHDNChurchill Downs Inc | COM | 100 | $1.35 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 36 | $1.36 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Inc464286533 | MSCI EMERG MRKT | 245 | $1.36 萬 | <0.1% | 00.0% | 不變 | – |
| CSXCSX Corp | Stock | 396 | $1.37 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 142 | $1.41 萬 | <0.1% | 00.0% | 不變 | – |
| NADNuveen Quality Municipal Income Fund | COM | 1,233 | $1.41 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DELLDell Technologies Inc. | Stock | 185 | $1.42 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 131 | $1.42 萬 | <0.1% | −15−10.3% | 減碼 | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 158 | $1.44 萬 | <0.1% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V266 | S&P500 PUR GWT | 465 | $1.50 萬 | <0.1% | 00.0% | 不變 | – |
| ABTAbbott Laboratories | Stock | 138 | $1.52 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ENPHEnphase Energy, Inc. | Stock | 115 | $1.52 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VanEck ETF Trust92189F700 | AGRIBUSINESS ETF | 200 | $1.52 萬 | <0.1% | 00.0% | 不變 | – |
| ADMArcher-Daniels-Midland Co | Stock | 211 | $1.52 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 105 | $1.54 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 150 | $1.57 萬 | <0.1% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 450 | $1.58 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 196 | $1.59 萬 | <0.1% | 00.0% | 不變 | – |
| First Tr Exchange Traded FD33734X143 | HLTH CARE ALPH | 161 | $1.67 萬 | <0.1% | 00.0% | 不變 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 32 | $1.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 505 | $1.70 萬 | <0.1% | −85−14.4% | 減碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 79 | $1.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UTFCohen & Steers Infrastructure Fund Inc | COM | 808 | $1.72 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 369 | $1.75 萬 | <0.1% | +369 | 新進 | – |
| OKEONEOK Inc | COM | 251 | $1.76 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BPBP PLC | ADR | 500 | $1.77 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 214 | $1.79 萬 | <0.1% | +214 | 新進 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 172 | $1.81 萬 | <0.1% | +11+6.8% | 加碼 | – |
| WMWaste Management Inc | Stock | 102 | $1.83 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab US Tips ETF808524870 | ETF | 352 | $1.84 萬 | <0.1% | 00.0% | 不變 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 400 | $1.89 萬 | <0.1% | −120−23.1% | 減碼 | – |
| HRBH&R Block Inc | COM | 406 | $1.96 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VLOValero Energy Corp | Stock | 155 | $2.02 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PEverpure, Inc. | CL A | 575 | $2.05 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CMCSAComcast Corp | Stock | 468 | $2.05 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ORCLOracle Corp | Stock | 200 | $2.11 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MAMastercard Inc | Stock | 50 | $2.13 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| XYZBlock, Inc. | CL A | 285 | $2.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HMCHonda Motor Co Ltd | ADR ECH CNV IN 3 | 718 | $2.22 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 76 | $2.25 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Paramount Global92556H206 | CL B | 1,524 | $2.25 萬 | <0.1% | 00.0% | 不變 | – |
| FFord Motor Co | Stock | 1,945 | $2.37 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 900 | $2.37 萬 | <0.1% | +900 | 新進 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 196 | $2.45 萬 | <0.1% | 00.0% | 不變 | – |
| TAT&T Inc. | Stock | 1,460 | $2.45 萬 | <0.1% | −340−18.9% | 減碼 | 歷史 |
| HLTHilton Worldwide Holdings Inc. | COM | 136 | $2.48 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 150 | $2.55 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ENVXEnovix Corp | COM | 2,190 | $2.74 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EXCExelon Corp | Stock | 771 | $2.77 萬 | <0.1% | −74−8.8% | 減碼 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 250 | $2.85 萬 | <0.1% | 00.0% | 不變 | – |
| Global X FDS37954Y780 | INTERNET OF THNG | 809 | $2.86 萬 | <0.1% | 00.0% | 不變 | – |
| DUKDuke Energy CORP | Stock | 299 | $2.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 400 | $3.02 萬 | <0.1% | 00.0% | 不變 | – |
| MAINMain Street Capital CORP | CEF | 700 | $3.03 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CVSCVS Health Corp | Stock | 393 | $3.10 萬 | <0.1% | +2+0.5% | 加碼 | 歷史 |
| DGDollar General Corp | COM | 240 | $3.26 萬 | <0.1% | +240 | 新進 | 歷史 |
| SYKStryker Corp | Stock | 110 | $3.29 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SNPSSynopsys Inc | COM | 65 | $3.35 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46434V407 | 0-5YR HI YL CP | 813 | $3.43 萬 | <0.1% | 00.0% | 不變 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 380 | $3.47 萬 | <0.1% | −690−64.5% | 減碼 | – |
| NOCNorthrop Grumman Corp | Stock | 76 | $3.56 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 244 | $3.85 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 981 | $3.94 萬 | <0.1% | 00.0% | 不變 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 625 | $4.07 萬 | <0.1% | +34+5.8% | 加碼 | – |
| XELXcel Energy Inc | Stock | 658 | $4.07 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 511 | $4.15 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 300 | $4.23 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138G698 | S&P 500 REVENUE | 500 | $4.27 萬 | <0.1% | −459−47.9% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 120 | $4.28 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288521 | CRE U S REIT ETF | 798 | $4.33 萬 | <0.1% | 00.0% | 不變 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 226 | $4.35 萬 | <0.1% | +180+391.3% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 258 | $4.38 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DNPDNP Select Income Fund Inc | COM | 5,294 | $4.49 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 887 | $4.53 萬 | <0.1% | 00.0% | 不變 | – |
| MCDMcDonalds Corp | Stock | 154 | $4.57 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 96 | $4.59 萬 | <0.1% | 00.0% | 不變 | – |
| SLViShares Silver Trust | ETF | 2,116 | $4.61 萬 | <0.1% | 00.0% | 不變 | 歷史 |
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% | – |