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 |
|---|---|---|---|---|---|---|---|
| COPConocoPhillips | Stock | 100 | $1.05 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WisdomTree Tr97717W851 | JAPN HEDGE EQT | 100 | $1.06 萬 | <0.1% | −75−42.9% | 減碼 | – |
| PAYXPaychex Inc | Stock | 80 | $1.07 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CMECME Group Inc. | COM | 50 | $1.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 208 | $1.11 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MYDBlackRock Muniyield Fund, Inc. | COM | 1,005 | $1.15 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 75 | $1.16 萬 | <0.1% | 00.0% | 不變 | – |
| AMTAmerican Tower Corp | REIT | 50 | $1.16 萬 | <0.1% | +50 | 新進 | 歷史 |
| NFLXNetflix Inc | Stock | 17 | $1.21 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SRCLStericycle Inc | COM | 200 | $1.22 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 |
| FEFirstenergy Corp | COM | 285 | $1.26 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NOKNokia Corp | SPONSORED ADR | 2,946 | $1.29 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EXCExelon Corp | Stock | 324 | $1.31 萬 | <0.1% | −21−6.1% | 減碼 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 140 | $1.31 萬 | <0.1% | +97+225.6% | 加碼 | 歷史 |
| DELLDell Technologies Inc. | Stock | 114 | $1.35 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CHDNChurchill Downs Inc | COM | 100 | $1.35 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 100 | $1.35 萬 | <0.1% | 00.0% | 不變 | – |
| QCOMQualcomm Inc | Stock | 80 | $1.36 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CSXCSX Corp | Stock | 396 | $1.37 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 70 | $1.38 萬 | <0.1% | +70 | 新進 | 歷史 |
| AEMAgnico Eagle Mines Ltd | Stock | 172 | $1.39 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 142 | $1.44 萬 | <0.1% | 00.0% | 不變 | – |
| FSLRFirst Solar, Inc. | Stock | 60 | $1.50 萬 | <0.1% | +60 | 新進 | 歷史 |
| PEverpure, Inc. | CL A | 300 | $1.51 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VanEck ETF Trust92189F700 | AGRIBUSINESS ETF | 200 | $1.51 萬 | <0.1% | 00.0% | 不變 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 36 | $1.52 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NADNuveen Quality Municipal Income Fund | COM | 1,233 | $1.53 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Inc464286533 | MSCI EMERG MRKT | 245 | $1.54 萬 | <0.1% | 00.0% | 不變 | – |
| SPDR Index Shs FDS78463X541 | ST STR NAT ETF | 270 | $1.56 萬 | <0.1% | 00.0% | 不變 | – |
| BPBP PLC | ADR | 500 | $1.57 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ABTAbbott Laboratories | Stock | 138 | $1.57 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287739 | U.S. REAL ES ETF | 158 | $1.61 萬 | <0.1% | 00.0% | 不變 | – |
| Paramount Global92556H206 | CL B | 1,524 | $1.62 萬 | <0.1% | 00.0% | 不變 | – |
| CVSCVS Health Corp | Stock | 261 | $1.64 萬 | <0.1% | −36−12.1% | 減碼 | 歷史 |
| BNBROOKFIELD Corp | CL A LTD VT SH | 312 | $1.66 萬 | <0.1% | +312 | 新進 | 歷史 |
| DGDollar General Corp | COM | 200 | $1.69 萬 | <0.1% | −40−16.7% | 減碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 58 | $1.73 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FFord Motor Co | Stock | 1,645 | $1.74 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 600 | $1.75 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 150 | $1.76 萬 | <0.1% | 00.0% | 不變 | – |
| First Tr Exchange Traded FD33734X143 | HLTH CARE ALPH | 161 | $1.80 萬 | <0.1% | 00.0% | 不變 | – |
| PGProcter & Gamble Co | Stock | 105 | $1.82 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 369 | $1.82 萬 | <0.1% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V266 | S&P500 PUR GWT | 465 | $1.83 萬 | <0.1% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 450 | $1.83 萬 | <0.1% | 00.0% | 不變 | – |
| TWTradeweb Markets Inc. | Stock | 152 | $1.88 萬 | <0.1% | +152 | 新進 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 136 | $1.93 萬 | <0.1% | 00.0% | 不變 | – |
| TYTRI-CONTINENTAL Corp | COM | 600 | $1.98 萬 | <0.1% | −900−60.0% | 減碼 | 歷史 |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 214 | $1.99 萬 | <0.1% | 00.0% | 不變 | – |
| BACBank of America Corp | Stock | 505 | $2.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VLOValero Energy Corp | Stock | 155 | $2.09 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UTFCohen & Steers Infrastructure Fund Inc | COM | 808 | $2.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 716 | $2.11 萬 | <0.1% | +716 | 新進 | – |
| WMWaste Management Inc | Stock | 102 | $2.12 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HMCHonda Motor Co Ltd | ADR ECH CNV IN 3 | 718 | $2.28 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| OKEONEOK Inc | COM | 251 | $2.29 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HLTHilton Worldwide Holdings Inc. | COM | 100 | $2.31 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GEVGE Vernova Inc. | Stock | 91 | $2.32 萬 | <0.1% | +72+378.9% | 加碼 | 歷史 |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 150 | $2.36 萬 | <0.1% | 00.0% | 不變 | – |
| TAT&T Inc. | Stock | 1,077 | $2.37 萬 | <0.1% | −400−27.1% | 減碼 | 歷史 |
| HRBH&R Block Inc | COM | 406 | $2.58 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 44 | $2.72 萬 | <0.1% | +12+37.5% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 241 | $2.92 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 350 | $2.95 萬 | <0.1% | 00.0% | 不變 | – |
| CATCaterpillar Inc | Stock | 76 | $2.97 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 310 | $2.99 萬 | <0.1% | +160+106.7% | 加碼 | – |
| GDGeneral Dynamics Corp | Stock | 100 | $3.02 萬 | <0.1% | +100 | 新進 | 歷史 |
| Vanguard Admiral FDS Inc921932885 | MIDCP 400 IDX | 288 | $3.04 萬 | <0.1% | 00.0% | 不變 | – |
| JPMJPMorgan Chase & Co | Stock | 150 | $3.16 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| METMetlife Inc | Stock | 385 | $3.18 萬 | <0.1% | +91+31.0% | 加碼 | 歷史 |
| SNPSSynopsys Inc | COM | 65 | $3.29 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BABoeing Co | Stock | 223 | $3.39 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ORCLOracle Corp | Stock | 200 | $3.41 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MAINMain Street Capital CORP | CEF | 700 | $3.51 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 281 | $3.53 萬 | <0.1% | +109+63.4% | 加碼 | – |
| SYKStryker Corp | Stock | 110 | $3.97 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 78 | $4.12 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| INTCIntel Corp | Stock | 1,792 | $4.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MAMastercard Inc | Stock | 87 | $4.30 萬 | <0.1% | +37+74.0% | 加碼 | 歷史 |
| XELXcel Energy Inc | Stock | 658 | $4.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 258 | $4.39 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DUKDuke Energy CORP | Stock | 382 | $4.40 萬 | <0.1% | +83+27.8% | 加碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 712 | $4.49 萬 | <0.1% | 00.0% | 不變 | – |
| MCDMcDonalds Corp | Stock | 150 | $4.57 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VALEVale S.A. | SPONSORED ADS | 3,995 | $4.67 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 100 | $4.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 581 | $4.82 萬 | <0.1% | 00.0% | 不變 | – |
| Invesco Exch Traded FD Tr II46138G698 | S&P 500 REVENUE | 500 | $4.90 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464288521 | CRE U S REIT ETF | 798 | $4.91 萬 | <0.1% | 00.0% | 不變 | – |
| GOOGAlphabet Inc. | Stock | 300 | $5.02 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ELVElevance Health, Inc. | Stock | 97 | $5.04 萬 | <0.1% | +97 | 新進 | 歷史 |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 826 | $5.05 萬 | <0.1% | +372+81.9% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 90 | $5.19 萬 | <0.1% | 00.0% | 不變 | – |
| AEPAmerican Electric Power Co Inc | Stock | 511 | $5.24 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 200 | $5.27 萬 | <0.1% | −100−33.3% | 減碼 | – |
| iShares Russell Midcap ETF464287499 | ETF | 600 | $5.29 萬 | <0.1% | 00.0% | 不變 | – |
| PLDPrologis, Inc. | REIT | 423 | $5.34 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 206 | $5.39 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 576 | $5.54 萬 | <0.1% | −70−10.8% | 減碼 | 歷史 |
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 |