Lowe Wealth Advisors, LLC
- SEC CIK
- 0001574010
- 最新申報
- 2025/10/16
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/7/9 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 315
- 較 2024 年第 1 季 +8
- 總值
- $2.20 億
- 較 2024 年第 1 季 +$479.4 萬 (+2.2%)
| 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 |
| AQMSAqua Metals, Inc. | COM | 455 | $146 | <0.1% | 00.0% | 不變 | 歷史 |
| DRIDarden Restaurants Inc | COM | 1 | $151 | <0.1% | +1 | 新進 | 歷史 |
| NVTnVent Electric plc | SHS | 2 | $153 | <0.1% | 00.0% | 不變 | 歷史 |
| VTRSViatris Inc | Stock | 15 | $159 | <0.1% | 00.0% | 不變 | 歷史 |
| KSSKOHLS Corp | Stock | 7 | $161 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V407 | INVESCO MSCI | 5 | $197 | <0.1% | 00.0% | 不變 | – |
| PRTAProthena Corp Public Ltd Co | SHS | 10 | $206 | <0.1% | 00.0% | 不變 | 歷史 |
| SPBSpectrum Brands Holdings, Inc. | COM | 3 | $258 | <0.1% | 00.0% | 不變 | 歷史 |
| EBSEmergent BioSolutions Inc. | COM | 40 | $273 | <0.1% | 00.0% | 不變 | 歷史 |
| WisdomTree Tr97717W869 | EUROPE SMCP DV | 5 | $298 | <0.1% | +2+66.7% | 加碼 | – |
| JAZZJazz Pharmaceuticals plc | SHS USD | 3 | $320 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab Strategic Tr808524789 | FUNDAMENTAL US B | 5 | $328 | <0.1% | 00.0% | 不變 | – |
| VSHVishay Intertechnology Inc | COM | 15 | $335 | <0.1% | 00.0% | 不變 | 歷史 |
| SCORComscore, Inc. | COM NEW | 25 | $355 | <0.1% | 00.0% | 不變 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 10 | $415 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V142 | WATER RES ETF | 7 | $454 | <0.1% | 00.0% | 不變 | – |
| WABWestinghouse Air Brake Technologies Corp | Stock | 3 | $474 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2 | $484 | <0.1% | 00.0% | 不變 | – |
| JCIJohnson Controls International plc | Stock | 9 | $598 | <0.1% | 00.0% | 不變 | 歷史 |
| MEDMedifast Inc | COM | 30 | $655 | <0.1% | 00.0% | 不變 | 歷史 |
| MDTMedtronic plc | Stock | 9 | $708 | <0.1% | 00.0% | 不變 | 歷史 |
| DOWDow Inc. | Stock | 14 | $743 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 2 | $1,000 | <0.1% | 00.0% | 不變 | – |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 3 | $1,000 | <0.1% | 00.0% | 不變 | – |
| BHFBrighthouse Financial, Inc. | COM | 24 | $1,040 | <0.1% | 00.0% | 不變 | 歷史 |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 68 | $1,104 | <0.1% | 00.0% | 不變 | 歷史 |
| TFCTruist Financial Corp | COM | 30 | $1,166 | <0.1% | 00.0% | 不變 | 歷史 |
| BYNDBeyond Meat, Inc. | COM | 200 | $1,342 | <0.1% | 00.0% | 不變 | 歷史 |
| WHWyndham Hotels & Resorts, Inc. | COM | 20 | $1,480 | <0.1% | 00.0% | 不變 | 歷史 |
| LULUlululemon athletica inc. | Stock | 5 | $1,494 | <0.1% | 00.0% | 不變 | 歷史 |
| TELTE Connectivity plc | REG SHS | 10 | $1,504 | <0.1% | 00.0% | 不變 | 歷史 |
| Global X FDS37954Y715 | RBTCS ARTFL INTE | 50 | $1,543 | <0.1% | 00.0% | 不變 | – |
| Wheeler Real Estate Investment Trust, Inc.963025309 | CPR | 700 | $1,575 | <0.1% | 00.0% | 不變 | – |
| RCLRoyal Caribbean Cruises Ltd | COM | 10 | $1,594 | <0.1% | +10 | 新進 | 歷史 |
| RIVNRivian Automotive, Inc. | Stock | 127 | $1,704 | <0.1% | +127 | 新進 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 43 | $2,125 | <0.1% | −38−46.9% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 6 | $2,187 | <0.1% | 00.0% | 不變 | – |
| RUMRUM Group Inc. | Stock | 400 | $2,220 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46436E833 | IBONDS 28 TRM TS | 102 | $2,227 | <0.1% | +102 | 新進 | – |
| iShares Tr46436E841 | IBONDS 27 TRM TS | 101 | $2,230 | <0.1% | +101 | 新進 | – |
| iShares Tr46436E874 | IBONDS 24 TRM TS | 94 | $2,254 | <0.1% | +94 | 新進 | – |
| SNAPSnap Inc | Stock | 150 | $2,492 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 27 | $2,762 | <0.1% | +27 | 新進 | – |
| ENVXEnovix Corp | COM | 180 | $2,783 | <0.1% | 00.0% | 不變 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 40 | $2,880 | <0.1% | −39−49.4% | 減碼 | 歷史 |
| ACADAcadia Pharmaceuticals Inc | COM | 180 | $2,925 | <0.1% | 00.0% | 不變 | 歷史 |
| TGTTarget Corp | Stock | 20 | $2,961 | <0.1% | 00.0% | 不變 | 歷史 |
| GEVGE Vernova Inc. | Stock | 19 | $3,259 | <0.1% | +19 | 新進 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 43 | $3,351 | <0.1% | 00.0% | 不變 | 歷史 |
| STWDStarwood Property Trust, Inc. | COM | 180 | $3,409 | <0.1% | 00.0% | 不變 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 25 | $3,421 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 25 | $3,432 | <0.1% | 00.0% | 不變 | – |
| LUVSouthwest Airlines Co | COM | 120 | $3,433 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 40 | $3,524 | <0.1% | 00.0% | 不變 | – |
| NCLHNorwegian Cruise Line Holdings Ltd. | SHS | 193 | $3,626 | <0.1% | +193 | 新進 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 20 | $3,648 | <0.1% | 00.0% | 不變 | – |
| UAAUnder Armour, Inc. | Stock | 566 | $3,775 | <0.1% | 00.0% | 不變 | 歷史 |
| ARCCAres Capital Corp | CEF | 200 | $4,168 | <0.1% | +200 | 新進 | 歷史 |
| UAUnder Armour, Inc. | CL C | 639 | $4,173 | <0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 75 | $4,232 | <0.1% | +75 | 新進 | – |
| MARMarriott International Inc | Stock | 18 | $4,352 | <0.1% | 00.0% | 不變 | 歷史 |
| CRMSalesforce, Inc. | Stock | 18 | $4,628 | <0.1% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 175 | $4,897 | <0.1% | −54−23.6% | 減碼 | 歷史 |
| TAPMolson Coors Beverage Co | CL B | 100 | $5,083 | <0.1% | 00.0% | 不變 | 歷史 |
| NTNXNutanix, Inc. | Stock | 100 | $5,685 | <0.1% | −100−50.0% | 減碼 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 85 | $5,743 | <0.1% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 35 | $5,750 | <0.1% | +5+16.7% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 75 | $5,832 | <0.1% | 00.0% | 不變 | – |
| PNRPENTAIR plc | SHS | 77 | $5,904 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 77 | $6,031 | <0.1% | +33+75.0% | 加碼 | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 50 | $6,422 | <0.1% | 00.0% | 不變 | – |
| GLDSPDR Gold Trust | ETF | 30 | $6,450 | <0.1% | 00.0% | 不變 | 歷史 |
| RRCRange Resources Corp | COM | 204 | $6,840 | <0.1% | 00.0% | 不變 | 歷史 |
| CAHCardinal Health Inc | Stock | 70 | $6,882 | <0.1% | 00.0% | 不變 | 歷史 |
| VanEck ETF Trust92189H748 | CLO ETF | 131 | $6,935 | <0.1% | 00.0% | 不變 | – |
| BDXBecton Dickinson & Co | Stock | 30 | $7,011 | <0.1% | 00.0% | 不變 | 歷史 |
| ALGNAlign Technology Inc | COM | 30 | $7,243 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 180 | $7,400 | <0.1% | 00.0% | 不變 | – |
| ENPHEnphase Energy, Inc. | Stock | 75 | $7,478 | <0.1% | 00.0% | 不變 | 歷史 |
| LOWLowes Companies Inc | Stock | 35 | $7,757 | <0.1% | 00.0% | 不變 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 100 | $7,799 | <0.1% | 00.0% | 不變 | 歷史 |
| BAHBooz Allen Hamilton Holding Corp | CL A | 51 | $7,849 | <0.1% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 5 | $8,028 | <0.1% | 00.0% | 不變 | 歷史 |
| KMBKimberly Clark Corp | Stock | 60 | $8,292 | <0.1% | 00.0% | 不變 | 歷史 |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 200 | $8,424 | <0.1% | 00.0% | 不變 | – |
| iShares Russell 2000 ETF464287655 | ETF | 45 | $9,130 | <0.1% | −4−8.2% | 減碼 | – |
| CMCSAComcast Corp | Stock | 234 | $9,163 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR S&P Emerging Asia Pacific ETF78463X301 | ETF | 83 | $9,246 | <0.1% | 00.0% | 不變 | – |
| PAYXPaychex Inc | Stock | 80 | $9,485 | <0.1% | 00.0% | 不變 | 歷史 |
| PAASPan American Silver Corp | Stock | 479 | $9,523 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288604 | MRGSTR SM CP GR | 210 | $9,551 | <0.1% | 00.0% | 不變 | – |
| CLColgate Palmolive Co | Stock | 100 | $9,704 | <0.1% | 00.0% | 不變 | 歷史 |
| CMECME Group Inc. | COM | 50 | $9,830 | <0.1% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 208 | $9,882 | <0.1% | 00.0% | 不變 | 歷史 |
| SBRSabine Royalty Trust | UNIT BEN INT | 160 | $1.03 萬 | <0.1% | +160 | 新進 | 歷史 |
| MYDBlackRock Muniyield Fund, Inc. | COM | 1,005 | $1.09 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FEFirstenergy Corp | COM | 285 | $1.09 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 75 | $1.09 萬 | <0.1% | 00.0% | 不變 | – |
2024 年第 1 季之後清倉（21 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 1 季股數 | 2024 年第 1 季市值 | 2024 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ZMZoom Communications, Inc. | Stock | 4,060 | $26.5 萬 | 0.1% | 歷史 |
| State Street SPDR S&P Homebuilders ETF78464A888 | ETF | 945 | $10.5 萬 | <0.1% | – |
| ICEIntercontinental Exchange, Inc. | Stock | 340 | $4.67 萬 | <0.1% | 歷史 |
| ProShares Tr74347B714 | SHORT QQQ NEW | 5,000 | $4.38 萬 | <0.1% | – |
| Global X FDS37954Y780 | INTERNET OF THNG | 809 | $2.93 萬 | <0.1% | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 400 | $1.97 萬 | <0.1% | – |
| Schwab US Tips ETF808524870 | ETF | 352 | $1.84 萬 | <0.1% | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 196 | $1.58 萬 | <0.1% | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 195 | $1.31 萬 | <0.1% | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 227 | $8,083 | <0.1% | – |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 281 | $7,801 | <0.1% | – |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 131 | $7,471 | <0.1% | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 221 | $5,580 | <0.1% | – |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 110 | $4,635 | <0.1% | – |
| AXSMAxsome Therapeutics, Inc. | COM | 50 | $3,990 | <0.1% | 歷史 |
| AUPHAurinia Pharmaceuticals Inc. | COM | 531 | $2,660 | <0.1% | 歷史 |
| MMM3M Co | Stock | 25 | $2,652 | <0.1% | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 8 | $2,273 | <0.1% | 歷史 |
| Schwab Fundamental International Small Equity ETF808524748 | ETF | 35 | $1,241 | <0.1% | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 21 | $752 | <0.1% | – |
| QSQuantumScape Corp | COM CL A | 75 | $472 | <0.1% | 歷史 |