Lowe Wealth Advisors, LLC
- SEC CIK
- 0001574010
- 最新申報
- 2025/10/16
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/4/9 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 307
- 較 2023 年第 4 季 −8
- 總值
- $2.15 億
- 較 2023 年第 4 季 +$1,263 萬 (+6.2%)
| 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 | $101 | <0.1% | 00.0% | 不變 | 歷史 |
| NVTnVent Electric plc | SHS | 2 | $151 | <0.1% | 00.0% | 不變 | 歷史 |
| VTRSViatris Inc | Stock | 15 | $179 | <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 | $204 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V407 | INVESCO MSCI | 5 | $211 | <0.1% | 00.0% | 不變 | – |
| AQMSAqua Metals, Inc. | COM | 455 | $245 | <0.1% | 00.0% | 不變 | 歷史 |
| PRTAProthena Corp Public Ltd Co | SHS | 10 | $248 | <0.1% | 00.0% | 不變 | 歷史 |
| SPBSpectrum Brands Holdings, Inc. | COM | 3 | $267 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab Strategic Tr808524789 | FUNDAMENTAL US B | 5 | $331 | <0.1% | 00.0% | 不變 | – |
| VSHVishay Intertechnology Inc | COM | 15 | $340 | <0.1% | 00.0% | 不變 | 歷史 |
| JAZZJazz Pharmaceuticals plc | SHS USD | 3 | $361 | <0.1% | 00.0% | 不變 | 歷史 |
| SCORComscore, Inc. | COM NEW | 25 | $385 | <0.1% | 00.0% | 不變 | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 3 | $437 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V142 | WATER RES ETF | 7 | $466 | <0.1% | 00.0% | 不變 | – |
| QSQuantumScape Corp | COM CL A | 75 | $472 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2 | $500 | <0.1% | 00.0% | 不變 | – |
| BMYBristol Myers Squibb Co | Stock | 10 | $542 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 13 | $543 | <0.1% | +13 | 新進 | – |
| JCIJohnson Controls International plc | Stock | 9 | $588 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 21 | $752 | <0.1% | −125−85.6% | 減碼 | – |
| MDTMedtronic plc | Stock | 9 | $784 | <0.1% | 00.0% | 不變 | 歷史 |
| DOWDow Inc. | Stock | 14 | $811 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 3 | $914 | <0.1% | 00.0% | 不變 | – |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 68 | $958 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 2 | $961 | <0.1% | 00.0% | 不變 | – |
| Wheeler Real Estate Investment Trust, Inc.963025309 | CPR | 700 | $1,135 | <0.1% | 00.0% | 不變 | – |
| MEDMedifast Inc | COM | 30 | $1,150 | <0.1% | 00.0% | 不變 | 歷史 |
| TFCTruist Financial Corp | COM | 30 | $1,169 | <0.1% | 00.0% | 不變 | 歷史 |
| BHFBrighthouse Financial, Inc. | COM | 24 | $1,237 | <0.1% | +24 | 新進 | 歷史 |
| Schwab Fundamental International Small Equity ETF808524748 | ETF | 35 | $1,241 | <0.1% | 00.0% | 不變 | – |
| ENVXEnovix Corp | COM | 180 | $1,442 | <0.1% | −2,010−91.8% | 減碼 | 歷史 |
| TELTE Connectivity plc | REG SHS | 10 | $1,452 | <0.1% | 00.0% | 不變 | 歷史 |
| WHWyndham Hotels & Resorts, Inc. | COM | 20 | $1,535 | <0.1% | 00.0% | 不變 | 歷史 |
| Global X FDS37954Y715 | RBTCS ARTFL INTE | 50 | $1,591 | <0.1% | 00.0% | 不變 | – |
| BYNDBeyond Meat, Inc. | COM | 200 | $1,656 | <0.1% | 00.0% | 不變 | 歷史 |
| SNAPSnap Inc | Stock | 150 | $1,722 | <0.1% | 00.0% | 不變 | 歷史 |
| LULUlululemon athletica inc. | Stock | 5 | $1,953 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 6 | $2,022 | <0.1% | 00.0% | 不變 | – |
| PANWPalo Alto Networks Inc | Stock | 8 | $2,273 | <0.1% | +8 | 新進 | 歷史 |
| MMM3M Co | Stock | 25 | $2,652 | <0.1% | 00.0% | 不變 | 歷史 |
| AUPHAurinia Pharmaceuticals Inc. | COM | 531 | $2,660 | <0.1% | 00.0% | 不變 | 歷史 |
| RUMRUM Group Inc. | Stock | 400 | $3,232 | <0.1% | 00.0% | 不變 | 歷史 |
| ACADAcadia Pharmaceuticals Inc | COM | 180 | $3,328 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 25 | $3,431 | <0.1% | 00.0% | 不變 | – |
| LUVSouthwest Airlines Co | COM | 120 | $3,503 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 44 | $3,514 | <0.1% | 00.0% | 不變 | – |
| TGTTarget Corp | Stock | 20 | $3,544 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 40 | $3,650 | <0.1% | 00.0% | 不變 | – |
| STWDStarwood Property Trust, Inc. | COM | 180 | $3,659 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 20 | $3,678 | <0.1% | 00.0% | 不變 | – |
| UPSUnited Parcel Service Inc | Stock | 25 | $3,716 | <0.1% | 00.0% | 不變 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 43 | $3,909 | <0.1% | 00.0% | 不變 | 歷史 |
| AXSMAxsome Therapeutics, Inc. | COM | 50 | $3,990 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 81 | $4,064 | <0.1% | −113−58.2% | 減碼 | – |
| UAAUnder Armour, Inc. | Stock | 566 | $4,177 | <0.1% | 00.0% | 不變 | 歷史 |
| MARMarriott International Inc | Stock | 18 | $4,542 | <0.1% | 00.0% | 不變 | 歷史 |
| UAUnder Armour, Inc. | CL C | 639 | $4,562 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 110 | $4,635 | <0.1% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 30 | $5,081 | <0.1% | 00.0% | 不變 | – |
| CRMSalesforce, Inc. | Stock | 18 | $5,421 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 221 | $5,580 | <0.1% | 00.0% | 不變 | – |
| BABAAlibaba Group Holding Ltd | ADR | 79 | $5,716 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 85 | $5,768 | <0.1% | 00.0% | 不變 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 75 | $6,047 | <0.1% | 00.0% | 不變 | – |
| GLDSPDR Gold Trust | ETF | 30 | $6,172 | <0.1% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 229 | $6,355 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 105 | $6,378 | <0.1% | +35+50.0% | 加碼依 5 比 1 拆股換算 | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 50 | $6,537 | <0.1% | 00.0% | 不變 | – |
| PNRPENTAIR plc | SHS | 77 | $6,579 | <0.1% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 5 | $6,627 | <0.1% | 00.0% | 不變 | 歷史 |
| AEMAgnico Eagle Mines Ltd | Stock | 112 | $6,681 | <0.1% | 00.0% | 不變 | 歷史 |
| TAPMolson Coors Beverage Co | CL B | 100 | $6,725 | <0.1% | 00.0% | 不變 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 100 | $6,775 | <0.1% | 00.0% | 不變 | 歷史 |
| VanEck ETF Trust92189H748 | CLO ETF | 131 | $6,920 | <0.1% | +131 | 新進 | – |
| RRCRange Resources Corp | COM | 204 | $7,024 | <0.1% | 00.0% | 不變 | 歷史 |
| PAASPan American Silver Corp | Stock | 479 | $7,223 | <0.1% | 00.0% | 不變 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 30 | $7,424 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 131 | $7,471 | <0.1% | 00.0% | 不變 | – |
| BAHBooz Allen Hamilton Holding Corp | CL A | 51 | $7,570 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 180 | $7,582 | <0.1% | 00.0% | 不變 | – |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 200 | $7,748 | <0.1% | 00.0% | 不變 | – |
| KMBKimberly Clark Corp | Stock | 60 | $7,761 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 281 | $7,801 | <0.1% | 00.0% | 不變 | – |
| CAHCardinal Health Inc | Stock | 70 | $7,833 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab Fundamental International Equity ETF808524755 | ETF | 227 | $8,083 | <0.1% | 00.0% | 不變 | – |
| State Street SPDR S&P Emerging Asia Pacific ETF78463X301 | ETF | 83 | $8,606 | <0.1% | −37−30.8% | 減碼 | – |
| LOWLowes Companies Inc | Stock | 35 | $8,963 | <0.1% | 00.0% | 不變 | 歷史 |
| CLColgate Palmolive Co | Stock | 100 | $9,005 | <0.1% | 00.0% | 不變 | 歷史 |
| ENPHEnphase Energy, Inc. | Stock | 75 | $9,074 | <0.1% | −40−34.8% | 減碼 | 歷史 |
| iShares Tr464288604 | MRGSTR SM CP GR | 210 | $9,780 | <0.1% | 00.0% | 不變 | – |
| PAYXPaychex Inc | Stock | 80 | $9,824 | <0.1% | 00.0% | 不變 | 歷史 |
| ALGNAlign Technology Inc | COM | 30 | $9,838 | <0.1% | 00.0% | 不變 | 歷史 |
| CMCSAComcast Corp | Stock | 234 | $1.01 萬 | <0.1% | −234−50.0% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 49 | $1.03 萬 | <0.1% | 00.0% | 不變 | – |
| NFLXNetflix Inc | Stock | 17 | $1.03 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 208 | $1.04 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NOKNokia Corp | SPONSORED ADR | 2,946 | $1.04 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2023 年第 4 季之後清倉（16 檔）
2023 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 4 季股數 | 2023 年第 4 季市值 | 2023 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CCJCameco Corp | Stock | 5,315 | $22.9 萬 | 0.1% | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 211 | $1.52 萬 | <0.1% | 歷史 |
| LEGLeggett & Platt Inc | Stock | 500 | $1.31 萬 | <0.1% | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 60 | $1.14 萬 | <0.1% | 歷史 |
| CMRE.PCCostamare Inc. | PRD | 287 | $7,284 | <0.1% | 歷史 |
| SPLKSplunk Inc | COM | 40 | $6,094 | <0.1% | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 75 | $5,450 | <0.1% | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 63 | $4,852 | <0.1% | – |
| AXPAmerican Express Co | Stock | 20 | $3,747 | <0.1% | 歷史 |
| TURN180 Degree Capital Corp. | COM NEW | 683 | $2,800 | <0.1% | 歷史 |
| MNKDMannkind Corp | COM NEW | 500 | $1,820 | <0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138E537 | NATL AMT MUNI | 50 | $1,209 | <0.1% | – |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 41 | $691 | <0.1% | – |
| Invesco Actively Managed Exc46090A804 | TOTAL RETURN | 11 | $520 | <0.1% | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 4 | $142 | <0.1% | – |
| BRCCBRC Inc. | COM CL A | 35 | $127 | <0.1% | 歷史 |