Lowe Wealth Advisors, LLC
- SEC CIK
- 0001574010
- 最新申報
- 2025/10/16
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/10/2 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 318
- 較 2024 年第 2 季 +3
- 總值
- $2.32 億
- 較 2024 年第 2 季 +$1,259 萬 (+5.7%)
| 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 | $85 | <0.1% | 00.0% | 不變 | 歷史 |
| NVTnVent Electric plc | SHS | 2 | $141 | <0.1% | 00.0% | 不變 | 歷史 |
| KSSKOHLS Corp | Stock | 7 | $148 | <0.1% | 00.0% | 不變 | 歷史 |
| DRIDarden Restaurants Inc | COM | 1 | $164 | <0.1% | 00.0% | 不變 | 歷史 |
| PRTAProthena Corp Public Ltd Co | SHS | 10 | $167 | <0.1% | 00.0% | 不變 | 歷史 |
| VTRSViatris Inc | Stock | 15 | $174 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V407 | INVESCO MSCI | 5 | $226 | <0.1% | 00.0% | 不變 | – |
| VSHVishay Intertechnology Inc | COM | 15 | $284 | <0.1% | 00.0% | 不變 | 歷史 |
| SPBSpectrum Brands Holdings, Inc. | COM | 3 | $285 | <0.1% | 00.0% | 不變 | 歷史 |
| OGNOrganon & Co. | Stock | 15 | $287 | <0.1% | +15 | 新進 | 歷史 |
| WisdomTree Tr97717W869 | EUROPE SMCP DV | 5 | $318 | <0.1% | 00.0% | 不變 | – |
| JAZZJazz Pharmaceuticals plc | SHS USD | 3 | $334 | <0.1% | 00.0% | 不變 | 歷史 |
| EBSEmergent BioSolutions Inc. | COM | 40 | $334 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab Strategic Tr808524789 | FUNDAMENTAL US B | 5 | $352 | <0.1% | 00.0% | 不變 | – |
| iShares Future AI & Tech ETF46435U556 | ETF | 11 | $377 | <0.1% | +11 | 新進 | – |
| Invesco Exchange Traded FD T46137V142 | WATER RES ETF | 7 | $494 | <0.1% | 00.0% | 不變 | – |
| BMYBristol Myers Squibb Co | Stock | 10 | $517 | <0.1% | 00.0% | 不變 | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 3 | $545 | <0.1% | 00.0% | 不變 | 歷史 |
| MEDMedifast Inc | COM | 30 | $574 | <0.1% | 00.0% | 不變 | 歷史 |
| JCIJohnson Controls International plc | Stock | 9 | $698 | <0.1% | 00.0% | 不變 | 歷史 |
| DOWDow Inc. | Stock | 14 | $765 | <0.1% | 00.0% | 不變 | 歷史 |
| MDTMedtronic plc | Stock | 9 | $810 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 3 | $1,036 | <0.1% | 00.0% | 不變 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 2 | $1,055 | <0.1% | 00.0% | 不變 | – |
| BHFBrighthouse Financial, Inc. | COM | 24 | $1,081 | <0.1% | 00.0% | 不變 | 歷史 |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 68 | $1,224 | <0.1% | 00.0% | 不變 | 歷史 |
| TFCTruist Financial Corp | COM | 30 | $1,283 | <0.1% | 00.0% | 不變 | 歷史 |
| BYNDBeyond Meat, Inc. | COM | 200 | $1,356 | <0.1% | 00.0% | 不變 | 歷史 |
| LULUlululemon athletica inc. | Stock | 5 | $1,357 | <0.1% | 00.0% | 不變 | 歷史 |
| RIVNRivian Automotive, Inc. | Stock | 127 | $1,425 | <0.1% | 00.0% | 不變 | 歷史 |
| TELTE Connectivity plc | REG SHS | 10 | $1,510 | <0.1% | 00.0% | 不變 | 歷史 |
| WHWyndham Hotels & Resorts, Inc. | COM | 20 | $1,563 | <0.1% | 00.0% | 不變 | 歷史 |
| SNAPSnap Inc | Stock | 150 | $1,605 | <0.1% | 00.0% | 不變 | 歷史 |
| Global X FDS37954Y715 | RBTCS ARTFL INTE | 50 | $1,608 | <0.1% | 00.0% | 不變 | – |
| Wheeler Real Estate Investment Trust, Inc.963025309 | CPR | 700 | $1,675 | <0.1% | 00.0% | 不變 | – |
| ENVXEnovix Corp | COM | 180 | $1,681 | <0.1% | 00.0% | 不變 | 歷史 |
| RCLRoyal Caribbean Cruises Ltd | COM | 10 | $1,774 | <0.1% | 00.0% | 不變 | 歷史 |
| RUMRUM Group Inc. | Stock | 400 | $2,144 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 6 | $2,252 | <0.1% | 00.0% | 不變 | – |
| iShares Tr46436E874 | IBONDS 24 TRM TS | 94 | $2,256 | <0.1% | 00.0% | 不變 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 43 | $2,271 | <0.1% | 00.0% | 不變 | – |
| iShares Tr46436E858 | IBONDS 26 TRM TS | 99 | $2,283 | <0.1% | −4,303−97.8% | 減碼 | – |
| iShares Tr46436E841 | IBONDS 27 TRM TS | 101 | $2,286 | <0.1% | 00.0% | 不變 | – |
| iShares Tr46436E833 | IBONDS 28 TRM TS | 102 | $2,296 | <0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 10 | $2,638 | <0.1% | +8+400.0% | 加碼 | – |
| ACADAcadia Pharmaceuticals Inc | COM | 180 | $2,768 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 27 | $2,907 | <0.1% | 00.0% | 不變 | – |
| TGTTarget Corp | Stock | 20 | $3,117 | <0.1% | 00.0% | 不變 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 25 | $3,409 | <0.1% | 00.0% | 不變 | 歷史 |
| LUVSouthwest Airlines Co | COM | 120 | $3,556 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 25 | $3,640 | <0.1% | 00.0% | 不變 | – |
| STWDStarwood Property Trust, Inc. | COM | 180 | $3,668 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 40 | $3,677 | <0.1% | 00.0% | 不變 | – |
| BAMBrookfield Asset Management Ltd. | CL A LMT VTG SHS | 78 | $3,689 | <0.1% | +78 | 新進 | 歷史 |
| NCLHNorwegian Cruise Line Holdings Ltd. | SHS | 193 | $3,958 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 20 | $4,007 | <0.1% | 00.0% | 不變 | – |
| BABAAlibaba Group Holding Ltd | ADR | 40 | $4,245 | <0.1% | 00.0% | 不變 | 歷史 |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 39 | $4,405 | <0.1% | +39 | 新進 | – |
| MARMarriott International Inc | Stock | 18 | $4,475 | <0.1% | 00.0% | 不變 | 歷史 |
| CRMSalesforce, Inc. | Stock | 18 | $4,927 | <0.1% | 00.0% | 不變 | 歷史 |
| UAAUnder Armour, Inc. | Stock | 566 | $5,043 | <0.1% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 175 | $5,065 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46436E866 | IBONDS 25 TRM TS | 227 | $5,316 | <0.1% | −4,202−94.9% | 減碼 | – |
| UAUnder Armour, Inc. | CL C | 639 | $5,342 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 25 | $5,522 | <0.1% | −20−44.4% | 減碼 | – |
| TAPMolson Coors Beverage Co | CL B | 100 | $5,752 | <0.1% | 00.0% | 不變 | 歷史 |
| NTNXNutanix, Inc. | Stock | 100 | $5,925 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 85 | $6,174 | <0.1% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 35 | $6,271 | <0.1% | 00.0% | 不變 | – |
| RRCRange Resources Corp | COM | 204 | $6,275 | <0.1% | 00.0% | 不變 | 歷史 |
| ARCCAres Capital Corp | CEF | 300 | $6,282 | <0.1% | +100+50.0% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 75 | $6,340 | <0.1% | 00.0% | 不變 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 77 | $6,440 | <0.1% | 00.0% | 不變 | – |
| ENBEnbridge Inc | Stock | 164 | $6,660 | <0.1% | +164 | 新進 | 歷史 |
| VanEck ETF Trust92189H748 | CLO ETF | 131 | $6,948 | <0.1% | 00.0% | 不變 | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 50 | $6,975 | <0.1% | 00.0% | 不變 | – |
| BDXBecton Dickinson & Co | Stock | 30 | $7,233 | <0.1% | 00.0% | 不變 | 歷史 |
| GLDSPDR Gold Trust | ETF | 30 | $7,292 | <0.1% | 00.0% | 不變 | 歷史 |
| PNRPENTAIR plc | SHS | 77 | $7,530 | <0.1% | 00.0% | 不變 | 歷史 |
| ALGNAlign Technology Inc | COM | 30 | $7,630 | <0.1% | 00.0% | 不變 | 歷史 |
| CAHCardinal Health Inc | Stock | 70 | $7,736 | <0.1% | 00.0% | 不變 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 100 | $7,791 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 180 | $8,158 | <0.1% | 00.0% | 不變 | – |
| BAHBooz Allen Hamilton Holding Corp | CL A | 51 | $8,301 | <0.1% | 00.0% | 不變 | 歷史 |
| ENPHEnphase Energy, Inc. | Stock | 75 | $8,477 | <0.1% | 00.0% | 不變 | 歷史 |
| KMBKimberly Clark Corp | Stock | 60 | $8,537 | <0.1% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 50 | $8,625 | <0.1% | 00.0% | 不變依 10 比 1 拆股換算 | 歷史 |
| MRNAModerna, Inc. | Stock | 130 | $8,688 | <0.1% | 00.0% | 不變 | 歷史 |
| LOWLowes Companies Inc | Stock | 35 | $9,530 | <0.1% | 00.0% | 不變 | 歷史 |
| CMCSAComcast Corp | Stock | 234 | $9,774 | <0.1% | 00.0% | 不變 | 歷史 |
| SBRSabine Royalty Trust | UNIT BEN INT | 160 | $9,883 | <0.1% | 00.0% | 不變 | 歷史 |
| PAASPan American Silver Corp | Stock | 479 | $9,997 | <0.1% | 00.0% | 不變 | 歷史 |
| DVNDevon Energy Corp | Stock | 258 | $1.01 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR S&P Emerging Asia Pacific ETF78463X301 | ETF | 83 | $1.02 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464288604 | MRGSTR SM CP GR | 210 | $1.03 萬 | <0.1% | 00.0% | 不變 | – |
| OXYOccidental Petroleum Corp | Stock | 200 | $1.03 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CLColgate Palmolive Co | Stock | 100 | $1.04 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 46 | $1.04 萬 | <0.1% | −70−60.3% | 減碼 | – |
2024 年第 2 季之後清倉（10 檔）
2024 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 2 季股數 | 2024 年第 2 季市值 | 2024 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| JOEST JOE Co | COM | 1,154 | $6.31 萬 | <0.1% | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 544 | $4.81 萬 | <0.1% | – |
| Invesco Exch TRD SLF Idx FD46138J619 | RUSL 1000 DYNM | 900 | $4.72 萬 | <0.1% | – |
| GLNGGolar LNG Ltd | SHS | 1,441 | $4.52 萬 | <0.1% | 歷史 |
| NVDANVIDIA Corp | Stock | 200 | $2.47 萬 | <0.1% | 歷史 |
| XYZBlock, Inc. | CL A | 200 | $1.29 萬 | <0.1% | 歷史 |
| iShares Semiconductor ETF464287523 | ETF | 50 | $1.23 萬 | <0.1% | – |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 200 | $8,424 | <0.1% | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 75 | $4,232 | <0.1% | – |
| SCORComscore, Inc. | COM NEW | 25 | $355 | <0.1% | 歷史 |