Lowe Wealth Advisors, LLC
- SEC CIK
- 0001574010
- 最新申報
- 2025/10/16
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/1/10 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 360
- 較 2024 年第 3 季 +42
- 總值
- $2.35 億
- 較 2024 年第 3 季 +$253.3 萬 (+1.1%)
| 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. | COMM STK | 22 | $55 | <0.1% | −1−3.3% | 減碼依 1 比 20 拆股換算 | 歷史 |
| KSSKOHLS Corp | Stock | 7 | $98 | <0.1% | 00.0% | 不變 | 歷史 |
| NVTnVent Electric plc | SHS | 2 | $136 | <0.1% | 00.0% | 不變 | 歷史 |
| PRTAProthena Corp Public Ltd Co | SHS | 10 | $139 | <0.1% | 00.0% | 不變 | 歷史 |
| VTRSViatris Inc | Stock | 15 | $187 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V407 | INVESCO MSCI | 5 | $202 | <0.1% | 00.0% | 不變 | – |
| OGNOrganon & Co. | Stock | 15 | $224 | <0.1% | 00.0% | 不變 | 歷史 |
| SPBSpectrum Brands Holdings, Inc. | COM | 3 | $253 | <0.1% | 00.0% | 不變 | 歷史 |
| VSHVishay Intertechnology Inc | COM | 15 | $254 | <0.1% | 00.0% | 不變 | 歷史 |
| WisdomTree Tr97717W869 | EUROPE SMCP DV | 5 | $283 | <0.1% | 00.0% | 不變 | – |
| Schwab Strategic Tr808524789 | FUNDAMENTAL US B | 15 | $349 | <0.1% | 00.0% | 不變依 3 比 1 拆股換算 | – |
| JAZZJazz Pharmaceuticals plc | SHS USD | 3 | $369 | <0.1% | 00.0% | 不變 | 歷史 |
| EBSEmergent BioSolutions Inc. | COM | 40 | $382 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Future AI & Tech ETF46435U556 | ETF | 11 | $408 | <0.1% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V142 | WATER RES ETF | 7 | $461 | <0.1% | 00.0% | 不變 | – |
| BMYBristol Myers Squibb Co | Stock | 10 | $566 | <0.1% | 00.0% | 不變 | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 3 | $569 | <0.1% | 00.0% | 不變 | 歷史 |
| JCIJohnson Controls International plc | Stock | 9 | $710 | <0.1% | 00.0% | 不變 | 歷史 |
| MDTMedtronic plc | Stock | 9 | $719 | <0.1% | 00.0% | 不變 | 歷史 |
| BYNDBeyond Meat, Inc. | COM | 200 | $752 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 2 | $1,078 | <0.1% | 00.0% | 不變 | – |
| EWEdwards Lifesciences Corp | Stock | 15 | $1,110 | <0.1% | +15 | 新進 | 歷史 |
| BHFBrighthouse Financial, Inc. | COM | 24 | $1,153 | <0.1% | 00.0% | 不變 | 歷史 |
| Fidelity Covington Trust31609A107 | ENHANCED LARGE | 41 | $1,246 | <0.1% | +41 | 新進 | – |
| SYYSysco Corp | Stock | 17 | $1,300 | <0.1% | +17 | 新進 | 歷史 |
| TELTE Connectivity plc | Stock | 10 | $1,430 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 18 | $1,435 | <0.1% | −1,000−98.2% | 減碼 | – |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 68 | $1,497 | <0.1% | 00.0% | 不變 | 歷史 |
| Global X FDS37954Y715 | RBTCS ARTFL INTE | 50 | $1,598 | <0.1% | 00.0% | 不變 | – |
| SNAPSnap Inc | Stock | 150 | $1,616 | <0.1% | 00.0% | 不變 | 歷史 |
| BITBBitwise Bitcoin ETF | SHS BEN INT | 33 | $1,678 | <0.1% | +33 | 新進 | 歷史 |
| RIVNRivian Automotive, Inc. | Stock | 127 | $1,689 | <0.1% | 00.0% | 不變 | 歷史 |
| LULUlululemon athletica inc. | Stock | 5 | $1,912 | <0.1% | 00.0% | 不變 | 歷史 |
| ENVXEnovix Corp | COM | 180 | $1,957 | <0.1% | 00.0% | 不變 | 歷史 |
| WHWyndham Hotels & Resorts, Inc. | COM | 20 | $2,016 | <0.1% | 00.0% | 不變 | 歷史 |
| CRLCharles River Laboratories International, Inc. | COM | 11 | $2,031 | <0.1% | +11 | 新進 | 歷史 |
| Wheeler Real Estate Investment Trust, Inc.963025309 | CPR | 700 | $2,138 | <0.1% | 00.0% | 不變 | – |
| MGMMGM Resorts International | Stock | 63 | $2,183 | <0.1% | +63 | 新進 | 歷史 |
| MNSTMonster Beverage Corp | COM | 44 | $2,313 | <0.1% | +44 | 新進 | 歷史 |
| BXSLBlackstone Secured Lending Fund | COMMON STOCK | 72 | $2,326 | <0.1% | +72 | 新進 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 6 | $2,409 | <0.1% | 00.0% | 不變 | – |
| MASMasco Corp | COM | 34 | $2,467 | <0.1% | +34 | 新進 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 27 | $2,614 | <0.1% | 00.0% | 不變 | – |
| UBERUber Technologies, Inc | Stock | 44 | $2,654 | <0.1% | +44 | 新進 | 歷史 |
| iShares Broad Usd Investment Grade Corporate Bond ETF464288620 | ETF | 53 | $2,665 | <0.1% | +53 | 新進 | – |
| TGTTarget Corp | Stock | 20 | $2,704 | <0.1% | 00.0% | 不變 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 13 | $2,734 | <0.1% | +13 | 新進 | 歷史 |
| WTRGEssential Utilities, Inc. | COM | 77 | $2,797 | <0.1% | +77 | 新進 | 歷史 |
| AESAES Corp | Stock | 227 | $2,921 | <0.1% | +227 | 新進 | 歷史 |
| iShares Tr46436E866 | IBONDS 25 TRM TS | 130 | $3,032 | <0.1% | −97−42.7% | 減碼 | – |
| ACADAcadia Pharmaceuticals Inc | COM | 180 | $3,303 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 25 | $3,305 | <0.1% | 00.0% | 不變 | – |
| LINLinde PLC | Stock | 8 | $3,349 | <0.1% | +8 | 新進 | 歷史 |
| EVRGEvergy, Inc. | Stock | 55 | $3,385 | <0.1% | +55 | 新進 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 40 | $3,392 | <0.1% | 00.0% | 不變 | 歷史 |
| POOLPool Corp | COM | 10 | $3,409 | <0.1% | +10 | 新進 | 歷史 |
| DOWDow Inc. | Stock | 85 | $3,411 | <0.1% | +71+507.1% | 加碼 | 歷史 |
| STWDStarwood Property Trust, Inc. | COM | 180 | $3,411 | <0.1% | 00.0% | 不變 | 歷史 |
| Fidelity Covington Trust31609A305 | ENHANCED LARGE | 101 | $3,565 | <0.1% | +101 | 新進 | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 40 | $3,637 | <0.1% | 00.0% | 不變 | – |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 10 | $3,661 | <0.1% | +7+233.3% | 加碼 | – |
| SRESempra | Stock | 44 | $3,860 | <0.1% | +44 | 新進 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 15 | $3,962 | <0.1% | +5+50.0% | 加碼 | – |
| EMNEastman Chemical Co | Stock | 44 | $4,018 | <0.1% | +44 | 新進 | 歷史 |
| KHCKraft Heinz Co | Stock | 131 | $4,023 | <0.1% | +131 | 新進 | 歷史 |
| LUVSouthwest Airlines Co | COM | 120 | $4,034 | <0.1% | 00.0% | 不變 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 16 | $4,057 | <0.1% | +16 | 新進 | 歷史 |
| ESEversource Energy | Stock | 72 | $4,135 | <0.1% | +72 | 新進 | 歷史 |
| BAMBrookfield Asset Management Ltd. | CL A LMT VTG SHS | 78 | $4,227 | <0.1% | 00.0% | 不變 | 歷史 |
| SCIService Corp International | COM | 53 | $4,230 | <0.1% | +53 | 新進 | 歷史 |
| PNWPinnacle West Capital Corp | COM | 50 | $4,239 | <0.1% | +50 | 新進 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 20 | $4,487 | <0.1% | 00.0% | 不變 | – |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 39 | $4,492 | <0.1% | 00.0% | 不變 | – |
| FTNTFortinet, Inc. | Stock | 49 | $4,630 | <0.1% | +49 | 新進 | 歷史 |
| LLYEli Lilly & Co | Stock | 6 | $4,632 | <0.1% | +6 | 新進 | 歷史 |
| UAAUnder Armour, Inc. | Stock | 566 | $4,686 | <0.1% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 25 | $4,733 | <0.1% | +25 | 新進 | 歷史 |
| UAUnder Armour, Inc. | CL C | 639 | $4,767 | <0.1% | 00.0% | 不變 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 177 | $4,850 | <0.1% | +177 | 新進 | 歷史 |
| TWLOTwilio Inc | CL A | 46 | $4,972 | <0.1% | +46 | 新進 | 歷史 |
| MARMarriott International Inc | Stock | 18 | $5,021 | <0.1% | 00.0% | 不變 | 歷史 |
| BKRBaker Hughes Co | CL A | 124 | $5,086 | <0.1% | +124 | 新進 | 歷史 |
| SHWSherwin Williams Co | COM | 15 | $5,099 | <0.1% | +15 | 新進 | 歷史 |
| OCOwens Corning | Stock | 30 | $5,110 | <0.1% | +30 | 新進 | 歷史 |
| ENPHEnphase Energy, Inc. | Stock | 75 | $5,151 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 16 | $5,155 | <0.1% | +16 | 新進 | – |
| RUMRUM Group Inc. | Stock | 400 | $5,204 | <0.1% | 00.0% | 不變 | 歷史 |
| SCCOSouthern Copper Corp | Stock | 58 | $5,286 | <0.1% | +58 | 新進 | 歷史 |
| PFEPfizer Inc | Stock | 201 | $5,333 | <0.1% | +26+14.9% | 加碼 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 50 | $5,342 | <0.1% | +50 | 新進 | – |
| PYPLPayPal Holdings, Inc. | Stock | 63 | $5,377 | <0.1% | +63 | 新進 | 歷史 |
| MRNAModerna, Inc. | Stock | 130 | $5,405 | <0.1% | 00.0% | 不變 | 歷史 |
| TAPMolson Coors Beverage Co | CL B | 100 | $5,732 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 28 | $5,794 | <0.1% | +28 | 新進 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 77 | $5,822 | <0.1% | 00.0% | 不變 | – |
| SOSouthern Co | Stock | 73 | $6,009 | <0.1% | +73 | 新進 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 100 | $6,030 | <0.1% | +100 | 新進 | 歷史 |
| J P Morgan Exchange Traded F46641Q308 | DIV RTN EM EQT | 117 | $6,044 | <0.1% | +117 | 新進 | – |
2024 年第 3 季之後清倉（19 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 3 季股數 | 2024 年第 3 季市值 | 2024 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Inc464286400 | MSCI BRAZIL ETF | 23,279 | $68.6 萬 | 0.3% | – |
| ProShares Tr74347B425 | SHORT S&P 500 NE | 6,005 | $6.52 萬 | <0.1% | – |
| ELVElevance Health, Inc. | Stock | 97 | $5.04 萬 | <0.1% | 歷史 |
| VALEVale S.A. | SPONSORED ADS | 3,995 | $4.67 萬 | <0.1% | 歷史 |
| GDGeneral Dynamics Corp | Stock | 100 | $3.02 萬 | <0.1% | 歷史 |
| TWTradeweb Markets Inc. | Stock | 152 | $1.88 萬 | <0.1% | 歷史 |
| DGDollar General Corp | COM | 200 | $1.69 萬 | <0.1% | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 60 | $1.50 萬 | <0.1% | 歷史 |
| AEMAgnico Eagle Mines Ltd | Stock | 172 | $1.39 萬 | <0.1% | 歷史 |
| SRCLStericycle Inc | COM | 200 | $1.22 萬 | <0.1% | 歷史 |
| PAASPan American Silver Corp | Stock | 479 | $9,997 | <0.1% | 歷史 |
| NCLHNorwegian Cruise Line Holdings Ltd. | SHS | 193 | $3,958 | <0.1% | 歷史 |
| iShares Tr46436E833 | IBONDS 28 TRM TS | 102 | $2,296 | <0.1% | – |
| iShares Tr46436E841 | IBONDS 27 TRM TS | 101 | $2,286 | <0.1% | – |
| iShares Tr46436E858 | IBONDS 26 TRM TS | 99 | $2,283 | <0.1% | – |
| iShares Tr46436E874 | IBONDS 24 TRM TS | 94 | $2,256 | <0.1% | – |
| RCLRoyal Caribbean Cruises Ltd | COM | 10 | $1,774 | <0.1% | 歷史 |
| MEDMedifast Inc | COM | 30 | $574 | <0.1% | 歷史 |
| DRIDarden Restaurants Inc | COM | 1 | $164 | <0.1% | 歷史 |