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 |
|---|---|---|---|---|---|---|---|
| SRCLStericycle Inc | COM | 200 | $1.05 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CMECME Group Inc. | COM | 50 | $1.08 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FEFirstenergy Corp | COM | 285 | $1.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 75 | $1.11 萬 | <0.1% | −2,580−97.2% | 減碼 | – |
| MYDBlackRock Muniyield Fund, Inc. | COM | 1,005 | $1.11 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 50 | $1.23 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NTNXNutanix, Inc. | Stock | 200 | $1.23 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CHDNChurchill Downs Inc | COM | 100 | $1.24 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| COPConocoPhillips | Stock | 100 | $1.27 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DVNDevon Energy Corp | Stock | 258 | $1.29 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 200 | $1.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 195 | $1.31 萬 | <0.1% | 00.0% | 不變 | – |
| QCOMQualcomm Inc | Stock | 80 | $1.35 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MRNAModerna, Inc. | Stock | 130 | $1.39 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Inc464286533 | MSCI EMERG MRKT | 245 | $1.39 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 142 | $1.39 萬 | <0.1% | 00.0% | 不變 | – |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 150 | $1.39 萬 | <0.1% | 00.0% | 不變 | – |
| GEGeneral Electric Co | Stock | 80 | $1.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 77 | $1.41 萬 | <0.1% | +25+48.1% | 加碼 | – |
| NADNuveen Quality Municipal Income Fund | COM | 1,233 | $1.41 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287739 | U.S. REAL ES ETF | 158 | $1.42 萬 | <0.1% | 00.0% | 不變 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 36 | $1.43 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 131 | $1.45 萬 | <0.1% | 00.0% | 不變 | – |
| CSXCSX Corp | Stock | 396 | $1.47 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VanEck ETF Trust92189F700 | AGRIBUSINESS ETF | 200 | $1.50 萬 | <0.1% | 00.0% | 不變 | – |
| ABTAbbott Laboratories | Stock | 138 | $1.57 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 196 | $1.58 萬 | <0.1% | 00.0% | 不變 | – |
| PGProcter & Gamble Co | Stock | 105 | $1.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V266 | S&P500 PUR GWT | 465 | $1.71 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 150 | $1.71 萬 | <0.1% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 450 | $1.73 萬 | <0.1% | 00.0% | 不變 | – |
| First Tr Exchange Traded FD33734X143 | HLTH CARE ALPH | 161 | $1.76 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 369 | $1.77 萬 | <0.1% | 00.0% | 不變 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 136 | $1.78 萬 | <0.1% | −60−30.6% | 減碼 | – |
| Paramount Global92556H206 | CL B | 1,524 | $1.79 萬 | <0.1% | 00.0% | 不變 | – |
| Schwab US Tips ETF808524870 | ETF | 352 | $1.84 萬 | <0.1% | 00.0% | 不變 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 32 | $1.86 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 214 | $1.87 萬 | <0.1% | 00.0% | 不變 | – |
| BPBP PLC | ADR | 500 | $1.88 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UTFCohen & Steers Infrastructure Fund Inc | COM | 808 | $1.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 505 | $1.92 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 400 | $1.97 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 172 | $1.98 萬 | <0.1% | 00.0% | 不變 | – |
| HRBH&R Block Inc | COM | 406 | $1.99 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| OKEONEOK Inc | COM | 251 | $2.01 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PWRQuanta Services, Inc. | COM | 79 | $2.05 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 150 | $2.11 萬 | <0.1% | −290−65.9% | 減碼 | – |
| DELLDell Technologies Inc. | Stock | 185 | $2.11 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HLTHilton Worldwide Holdings Inc. | COM | 100 | $2.13 萬 | <0.1% | −36−26.5% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 102 | $2.17 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| METMetlife Inc | Stock | 294 | $2.18 萬 | <0.1% | +268+1,030.8% | 加碼 | 歷史 |
| FFord Motor Co | Stock | 1,645 | $2.18 萬 | <0.1% | −300−15.4% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 50 | $2.41 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| XYZBlock, Inc. | CL A | 285 | $2.41 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 116 | $2.42 萬 | <0.1% | −110−48.7% | 減碼 | – |
| ORCLOracle Corp | Stock | 200 | $2.51 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 200 | $2.52 萬 | <0.1% | −50−20.0% | 減碼 | – |
| SPDR Index Shs FDS78463X541 | ST STR NAT ETF | 435 | $2.52 萬 | <0.1% | −4,190−90.6% | 減碼 | – |
| EXCExelon Corp | Stock | 679 | $2.55 萬 | <0.1% | −92−11.9% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 1,473 | $2.59 萬 | <0.1% | +13+0.9% | 加碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 900 | $2.63 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VLOValero Energy Corp | Stock | 155 | $2.65 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HMCHonda Motor Co Ltd | ADR ECH CNV IN 3 | 718 | $2.67 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 76 | $2.78 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 350 | $2.80 萬 | <0.1% | −50−12.5% | 減碼 | – |
| DUKDuke Energy CORP | Stock | 299 | $2.89 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Global X FDS37954Y780 | INTERNET OF THNG | 809 | $2.93 萬 | <0.1% | 00.0% | 不變 | – |
| PEverpure, Inc. | CL A | 575 | $2.99 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 150 | $3.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CVSCVS Health Corp | Stock | 395 | $3.15 萬 | <0.1% | +2+0.5% | 加碼 | 歷史 |
| MAINMain Street Capital CORP | CEF | 700 | $3.31 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 191 | $3.36 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 380 | $3.49 萬 | <0.1% | 00.0% | 不變 | – |
| XELXcel Energy Inc | Stock | 658 | $3.54 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 76 | $3.64 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SNPSSynopsys Inc | COM | 65 | $3.71 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DGDollar General Corp | COM | 240 | $3.75 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SYKStryker Corp | Stock | 110 | $3.94 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 150 | $4.23 萬 | <0.1% | −4−2.6% | 減碼 | 歷史 |
| BABoeing Co | Stock | 222 | $4.28 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288521 | CRE U S REIT ETF | 798 | $4.29 萬 | <0.1% | 00.0% | 不變 | – |
| ProShares Tr74347B714 | SHORT QQQ NEW | 5,000 | $4.38 萬 | <0.1% | 00.0% | 不變 | – |
| AEPAmerican Electric Power Co Inc | Stock | 511 | $4.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 732 | $4.40 萬 | <0.1% | 00.0% | 不變依 3 比 1 拆股換算 | 歷史 |
| PEPPepsiCo Inc | Stock | 258 | $4.52 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 300 | $4.57 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 625 | $4.57 萬 | <0.1% | 00.0% | 不變 | – |
| TYTRI-CONTINENTAL Corp | COM | 1,500 | $4.62 萬 | <0.1% | −1,115−42.6% | 減碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 340 | $4.67 萬 | <0.1% | −150−30.6% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138G698 | S&P 500 REVENUE | 500 | $4.69 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 90 | $4.73 萬 | <0.1% | −6−6.3% | 減碼 | – |
| DNPDNP Select Income Fund Inc | COM | 5,294 | $4.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SLViShares Silver Trust | ETF | 2,116 | $4.81 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 200 | $4.85 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 308 | $4.98 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 600 | $5.05 萬 | <0.1% | −300−33.3% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 120 | $5.05 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NEMNEWMONT Corp | Stock | 1,490 | $5.34 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PLDPrologis, Inc. | REIT | 423 | $5.51 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 224 | $5.54 萬 | <0.1% | 00.0% | 不變 | – |
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 |