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 |
|---|---|---|---|---|---|---|---|
| NOKNokia Corp | SPONSORED ADR | 2,946 | $1.11 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AEMAgnico Eagle Mines Ltd | Stock | 172 | $1.12 萬 | <0.1% | +60+53.6% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 50 | $1.13 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| COPConocoPhillips | Stock | 100 | $1.14 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NFLXNetflix Inc | Stock | 17 | $1.15 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SRCLStericycle Inc | COM | 200 | $1.16 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EXCExelon Corp | Stock | 345 | $1.19 萬 | <0.1% | −334−49.2% | 減碼 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 100 | $1.22 萬 | <0.1% | −100−50.0% | 減碼 | – |
| DVNDevon Energy Corp | Stock | 258 | $1.22 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Semiconductor ETF464287523 | ETF | 50 | $1.23 萬 | <0.1% | +50 | 新進 | – |
| OXYOccidental Petroleum Corp | Stock | 200 | $1.26 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GEGeneral Electric Co | Stock | 80 | $1.27 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| XYZBlock, Inc. | CL A | 200 | $1.29 萬 | <0.1% | −85−29.8% | 減碼 | 歷史 |
| CSXCSX Corp | Stock | 396 | $1.32 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 150 | $1.32 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 142 | $1.38 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 158 | $1.39 萬 | <0.1% | 00.0% | 不變 | – |
| CHDNChurchill Downs Inc | COM | 100 | $1.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Inc464286533 | MSCI EMERG MRKT | 245 | $1.40 萬 | <0.1% | 00.0% | 不變 | – |
| VanEck ETF Trust92189F700 | AGRIBUSINESS ETF | 200 | $1.40 萬 | <0.1% | 00.0% | 不變 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 36 | $1.41 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ABTAbbott Laboratories | Stock | 138 | $1.43 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NADNuveen Quality Municipal Income Fund | COM | 1,233 | $1.45 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PWRQuanta Services, Inc. | COM | 58 | $1.47 萬 | <0.1% | −21−26.6% | 減碼 | 歷史 |
| SPDR Index Shs FDS78463X541 | ST STR NAT ETF | 270 | $1.51 萬 | <0.1% | −165−37.9% | 減碼 | – |
| MRNAModerna, Inc. | Stock | 130 | $1.54 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DELLDell Technologies Inc. | Stock | 114 | $1.57 萬 | <0.1% | −71−38.4% | 減碼 | 歷史 |
| Paramount Global92556H206 | CL B | 1,524 | $1.58 萬 | <0.1% | 00.0% | 不變 | – |
| QCOMQualcomm Inc | Stock | 80 | $1.59 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 150 | $1.66 萬 | <0.1% | 00.0% | 不變 | – |
| First Tr Exchange Traded FD33734X143 | HLTH CARE ALPH | 161 | $1.68 萬 | <0.1% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 450 | $1.71 萬 | <0.1% | 00.0% | 不變 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 136 | $1.73 萬 | <0.1% | 00.0% | 不變 | – |
| PGProcter & Gamble Co | Stock | 105 | $1.73 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V266 | S&P500 PUR GWT | 465 | $1.73 萬 | <0.1% | 00.0% | 不變 | – |
| EPDEnterprise Products Partners L.P. | Stock | 600 | $1.74 萬 | <0.1% | −300−33.3% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 297 | $1.75 萬 | <0.1% | −98−24.8% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 32 | $1.77 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 369 | $1.79 萬 | <0.1% | 00.0% | 不變 | – |
| BPBP PLC | ADR | 500 | $1.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UTFCohen & Steers Infrastructure Fund Inc | COM | 808 | $1.82 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 214 | $1.84 萬 | <0.1% | 00.0% | 不變 | – |
| PEverpure, Inc. | CL A | 300 | $1.93 萬 | <0.1% | −275−47.8% | 減碼 | 歷史 |
| WisdomTree Tr97717W851 | JAPN HEDGE EQT | 175 | $1.97 萬 | <0.1% | −337−65.8% | 減碼 | – |
| BACBank of America Corp | Stock | 505 | $2.01 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 172 | $2.04 萬 | <0.1% | 00.0% | 不變 | – |
| OKEONEOK Inc | COM | 251 | $2.05 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FFord Motor Co | Stock | 1,645 | $2.06 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| METMetlife Inc | Stock | 294 | $2.06 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 150 | $2.10 萬 | <0.1% | 00.0% | 不變 | – |
| WMWaste Management Inc | Stock | 102 | $2.18 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HLTHilton Worldwide Holdings Inc. | COM | 100 | $2.18 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HRBH&R Block Inc | COM | 406 | $2.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MAMastercard Inc | Stock | 50 | $2.21 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HMCHonda Motor Co Ltd | ADR ECH CNV IN 3 | 718 | $2.31 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RTXRTX Corp | Stock | 241 | $2.42 萬 | <0.1% | −387−61.6% | 減碼 | 歷史 |
| VLOValero Energy Corp | Stock | 155 | $2.43 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 200 | $2.47 萬 | <0.1% | +200 | 新進 | 歷史 |
| CATCaterpillar Inc | Stock | 76 | $2.53 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 116 | $2.62 萬 | <0.1% | 00.0% | 不變 | – |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 454 | $2.66 萬 | <0.1% | +454 | 新進 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 350 | $2.76 萬 | <0.1% | 00.0% | 不變 | – |
| TAT&T Inc. | Stock | 1,477 | $2.82 萬 | <0.1% | +4+0.3% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 200 | $2.82 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Admiral FDS Inc921932885 | MIDCP 400 IDX | 288 | $2.85 萬 | <0.1% | +288 | 新進 | – |
| DUKDuke Energy CORP | Stock | 299 | $3.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 150 | $3.03 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DGDollar General Corp | COM | 240 | $3.17 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPDR Index Shs FDS78463X855 | S&P GBLINF ETF | 621 | $3.39 萬 | <0.1% | +621 | 新進 | – |
| NOCNorthrop Grumman Corp | Stock | 78 | $3.40 萬 | <0.1% | +2+2.6% | 加碼 | 歷史 |
| XELXcel Energy Inc | Stock | 658 | $3.51 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MAINMain Street Capital CORP | CEF | 700 | $3.53 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SYKStryker Corp | Stock | 110 | $3.74 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 150 | $3.82 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SNPSSynopsys Inc | COM | 65 | $3.87 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BABoeing Co | Stock | 223 | $4.06 萬 | <0.1% | +1+0.5% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 206 | $4.08 萬 | <0.1% | +15+7.9% | 加碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 712 | $4.18 萬 | <0.1% | +712 | 新進 | – |
| PEPPepsiCo Inc | Stock | 258 | $4.26 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 100 | $4.27 萬 | <0.1% | −67−40.1% | 減碼 | 歷史 |
| iShares Tr464288521 | CRE U S REIT ETF | 798 | $4.27 萬 | <0.1% | 00.0% | 不變 | – |
| DNPDNP Select Income Fund Inc | COM | 5,294 | $4.35 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VALEVale S.A. | SPONSORED ADS | 3,995 | $4.46 萬 | <0.1% | +3,995 | 新進 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 511 | $4.48 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GLNGGolar LNG Ltd | SHS | 1,441 | $4.52 萬 | <0.1% | +1,441 | 新進 | 歷史 |
| Invesco Exch Traded FD Tr II46138G698 | S&P 500 REVENUE | 500 | $4.63 萬 | <0.1% | 00.0% | 不變 | – |
| TYTRI-CONTINENTAL Corp | COM | 1,500 | $4.65 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 581 | $4.66 萬 | <0.1% | −44−7.0% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J619 | RUSL 1000 DYNM | 900 | $4.72 萬 | <0.1% | +900 | 新進 | – |
| PLDPrologis, Inc. | REIT | 423 | $4.75 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 308 | $4.79 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 544 | $4.81 萬 | <0.1% | +544 | 新進 | – |
| iShares Russell Midcap ETF464287499 | ETF | 600 | $4.86 萬 | <0.1% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 120 | $4.88 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 90 | $4.93 萬 | <0.1% | 00.0% | 不變 | – |
| WMTWalmart Inc. | Stock | 732 | $4.95 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 200 | $5.16 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 1,188 | $5.20 萬 | <0.1% | +1,175+9,038.5% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 108 | $5.47 萬 | <0.1% | −4−3.6% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 300 | $5.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
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 |