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 |
|---|---|---|---|---|---|---|---|
| VSHVishay Intertechnology Inc | COM | 15 | $335 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab Strategic Tr808524789 | FUNDAMENTAL US B | 5 | $328 | <0.1% | 00.0% | 不變 | – |
| JAZZJazz Pharmaceuticals plc | SHS USD | 3 | $320 | <0.1% | 00.0% | 不變 | 歷史 |
| WisdomTree Tr97717W869 | EUROPE SMCP DV | 5 | $298 | <0.1% | +2+66.7% | 加碼 | – |
| EBSEmergent BioSolutions Inc. | COM | 40 | $273 | <0.1% | 00.0% | 不變 | 歷史 |
| SPBSpectrum Brands Holdings, Inc. | COM | 3 | $258 | <0.1% | 00.0% | 不變 | 歷史 |
| PRTAProthena Corp Public Ltd Co | SHS | 10 | $206 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V407 | INVESCO MSCI | 5 | $197 | <0.1% | 00.0% | 不變 | – |
| KSSKOHLS Corp | Stock | 7 | $161 | <0.1% | 00.0% | 不變 | 歷史 |
| VTRSViatris Inc | Stock | 15 | $159 | <0.1% | 00.0% | 不變 | 歷史 |
| NVTnVent Electric plc | SHS | 2 | $153 | <0.1% | 00.0% | 不變 | 歷史 |
| DRIDarden Restaurants Inc | COM | 1 | $151 | <0.1% | +1 | 新進 | 歷史 |
| AQMSAqua Metals, Inc. | COM | 455 | $146 | <0.1% | 00.0% | 不變 | 歷史 |
| 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 |
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 |