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 |
|---|---|---|---|---|---|---|---|
| HONHoneywell International Inc | COM | 27 | $6,099 | <0.1% | +27 | 新進 | 歷史 |
| NTNXNutanix, Inc. | Stock | 100 | $6,118 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 35 | $6,133 | <0.1% | 00.0% | 不變 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 225 | $6,147 | <0.1% | 00.0% | 不變依 3 比 1 拆股換算 | – |
| ALGNAlign Technology Inc | COM | 30 | $6,255 | <0.1% | 00.0% | 不變 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 100 | $6,552 | <0.1% | 00.0% | 不變 | 歷史 |
| BAHBooz Allen Hamilton Holding Corp | CL A | 51 | $6,564 | <0.1% | 00.0% | 不變 | 歷史 |
| NEENextera Energy Inc | Stock | 93 | $6,667 | <0.1% | +93 | 新進 | 歷史 |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 50 | $6,769 | <0.1% | 00.0% | 不變 | – |
| BDXBecton Dickinson & Co | Stock | 30 | $6,806 | <0.1% | 00.0% | 不變 | 歷史 |
| RRCRange Resources Corp | COM | 204 | $7,340 | <0.1% | 00.0% | 不變 | 歷史 |
| IBKRInteractive Brokers Group, Inc. | Stock | 42 | $7,420 | <0.1% | +42 | 新進 | 歷史 |
| ECLEcolab Inc. | Stock | 32 | $7,498 | <0.1% | +32 | 新進 | 歷史 |
| PNRPENTAIR plc | SHS | 77 | $7,749 | <0.1% | 00.0% | 不變 | 歷史 |
| KMBKimberly Clark Corp | Stock | 60 | $7,862 | <0.1% | 00.0% | 不變 | 歷史 |
| CAHCardinal Health Inc | Stock | 70 | $8,279 | <0.1% | 00.0% | 不變 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 66 | $8,323 | <0.1% | +41+164.0% | 加碼 | 歷史 |
| DVNDevon Energy Corp | Stock | 258 | $8,444 | <0.1% | 00.0% | 不變 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 15 | $8,589 | <0.1% | +15 | 新進 | 歷史 |
| LOWLowes Companies Inc | Stock | 35 | $8,684 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 180 | $8,699 | <0.1% | 00.0% | 不變 | – |
| CMCSAComcast Corp | Stock | 234 | $8,782 | <0.1% | 00.0% | 不變 | 歷史 |
| CLColgate Palmolive Co | Stock | 100 | $9,091 | <0.1% | 00.0% | 不變 | 歷史 |
| AMTAmerican Tower Corp | REIT | 50 | $9,171 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR S&P Emerging Asia Pacific ETF78463X301 | ETF | 83 | $9,591 | <0.1% | 00.0% | 不變 | – |
| OXYOccidental Petroleum Corp | Stock | 200 | $9,882 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 75 | $1.03 萬 | <0.1% | 00.0% | 不變 | – |
| ENBEnbridge Inc | Stock | 244 | $1.04 萬 | <0.1% | +80+48.8% | 加碼 | 歷史 |
| SBRSabine Royalty Trust | UNIT BEN INT | 160 | $1.04 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288604 | MRGSTR SM CP GR | 210 | $1.04 萬 | <0.1% | 00.0% | 不變 | – |
| MYDBlackRock Muniyield Fund, Inc. | COM | 1,005 | $1.04 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 46 | $1.07 萬 | <0.1% | 00.0% | 不變 | – |
| GEHCGE HealthCare Technologies Inc. | Stock | 140 | $1.09 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WisdomTree Tr97717W851 | JAPN HEDGE EQT | 100 | $1.10 萬 | <0.1% | 00.0% | 不變 | – |
| PAYXPaychex Inc | Stock | 80 | $1.12 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EXCExelon Corp | Stock | 299 | $1.13 萬 | <0.1% | −25−7.7% | 減碼 | 歷史 |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 222 | $1.13 萬 | <0.1% | +222 | 新進 | – |
| FEFirstenergy Corp | COM | 285 | $1.13 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 50 | $1.14 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CMECME Group Inc. | COM | 50 | $1.16 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GLDSPDR Gold Trust | ETF | 48 | $1.16 萬 | <0.1% | +18+60.0% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 35 | $1.17 萬 | <0.1% | +17+94.4% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 122 | $1.21 萬 | <0.1% | +22+22.0% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 273 | $1.22 萬 | <0.1% | +12+4.6% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 80 | $1.23 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 208 | $1.23 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CSXCSX Corp | Stock | 396 | $1.28 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VanEck ETF Trust92189F700 | AGRIBUSINESS ETF | 200 | $1.29 萬 | <0.1% | 00.0% | 不變 | – |
| NOKNokia Corp | SPONSORED ADR | 2,946 | $1.31 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DELLDell Technologies Inc. | Stock | 114 | $1.31 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CHDNChurchill Downs Inc | COM | 100 | $1.34 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPDR Index Shs FDS78463X541 | ST STR NAT ETF | 270 | $1.34 萬 | <0.1% | 00.0% | 不變 | – |
| AVGOBroadcom Inc. | Stock | 60 | $1.39 萬 | <0.1% | +10+20.0% | 加碼 | 歷史 |
| iShares Inc464286533 | MSCI EMERG MRKT | 245 | $1.42 萬 | <0.1% | 00.0% | 不變 | – |
| NADNuveen Quality Municipal Income Fund | COM | 1,233 | $1.44 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287739 | U.S. REAL ES ETF | 158 | $1.47 萬 | <0.1% | 00.0% | 不變 | – |
| BPBP PLC | ADR | 500 | $1.48 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 304 | $1.49 萬 | <0.1% | +304 | 新進 | – |
| Paramount Global92556H206 | CL B | 1,524 | $1.59 萬 | <0.1% | 00.0% | 不變 | – |
| TFCTruist Financial Corp | COM | 377 | $1.64 萬 | <0.1% | +347+1,156.7% | 加碼 | 歷史 |
| First Tr Exchange Traded FD33734X143 | HLTH CARE ALPH | 161 | $1.68 萬 | <0.1% | 00.0% | 不變 | – |
| ABBVAbbVie Inc. | Stock | 95 | $1.69 萬 | <0.1% | +25+35.7% | 加碼 | 歷史 |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 210 | $1.77 萬 | <0.1% | −100−32.3% | 減碼 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 369 | $1.79 萬 | <0.1% | 00.0% | 不變 | – |
| BNBROOKFIELD Corp | CL A LTD VT SH | 312 | $1.79 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 136 | $1.80 萬 | <0.1% | 00.0% | 不變 | – |
| ARCCAres Capital Corp | CEF | 829 | $1.81 萬 | <0.1% | +529+176.3% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 450 | $1.82 萬 | <0.1% | 00.0% | 不變 | – |
| PWRQuanta Services, Inc. | COM | 58 | $1.83 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PEverpure, Inc. | CL A | 300 | $1.84 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 600 | $1.88 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 150 | $1.90 萬 | <0.1% | 00.0% | 不變 | – |
| TYTRI-CONTINENTAL Corp | COM | 600 | $1.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ProShares Tr74349Y753 | SHOR S&P 500 NEW | 451 | $1.91 萬 | <0.1% | +451 | 新進 | – |
| Invesco Exchange Traded FD T46137V266 | S&P500 PUR GWT | 465 | $1.92 萬 | <0.1% | 00.0% | 不變 | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 214 | $1.93 萬 | <0.1% | 00.0% | 不變 | – |
| UTFCohen & Steers Infrastructure Fund Inc | COM | 808 | $1.94 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 46 | $1.96 萬 | <0.1% | +10+27.8% | 加碼 | 歷史 |
| Pacer US Large Cap Cash Cows Growth Leaders ETF69374H360 | ETF | 632 | $2.02 萬 | <0.1% | +632 | 新進 | – |
| State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391 | ETF | 1,040 | $2.03 萬 | <0.1% | +1,040 | 新進 | – |
| HMCHonda Motor Co Ltd | ADR ECH CNV IN 3 | 718 | $2.05 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ABTAbbott Laboratories | Stock | 187 | $2.12 萬 | <0.1% | +49+35.5% | 加碼 | 歷史 |
| HRBH&R Block Inc | COM | 406 | $2.15 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FFord Motor Co | Stock | 2,190 | $2.17 萬 | <0.1% | +545+33.1% | 加碼 | 歷史 |
| VLOValero Energy Corp | Stock | 181 | $2.22 萬 | <0.1% | +26+16.8% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 513 | $2.25 萬 | <0.1% | +8+1.6% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 44 | $2.29 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 204 | $2.34 萬 | <0.1% | +204 | 新進 | – |
| NFLXNetflix Inc | Stock | 27 | $2.41 萬 | <0.1% | +10+58.8% | 加碼 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 368 | $2.43 萬 | <0.1% | +283+332.9% | 加碼 | – |
| WMWaste Management Inc | Stock | 122 | $2.46 萬 | <0.1% | +20+19.6% | 加碼 | 歷史 |
| HLTHilton Worldwide Holdings Inc. | COM | 100 | $2.47 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 150 | $2.49 萬 | <0.1% | 00.0% | 不變 | – |
| State Street SPDR S&P Regional Banking ETF78464A698 | ETF | 413 | $2.49 萬 | <0.1% | +413 | 新進 | – |
| OKEONEOK Inc | COM | 251 | $2.52 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 155 | $2.60 萬 | <0.1% | +50+47.6% | 加碼 | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 350 | $2.66 萬 | <0.1% | 00.0% | 不變 | – |
| RTXRTX Corp | Stock | 241 | $2.79 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 751 | $2.97 萬 | <0.1% | +751 | 新進 | – |
| Vanguard Admiral FDS Inc921932885 | MIDCP 400 IDX | 288 | $3.04 萬 | <0.1% | 00.0% | 不變 | – |
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 |