Lowe Wealth Advisors, LLC
- SEC CIK
- 0001574010
- 最新申報
- 2025/10/16
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/8 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 372
- 較 2024 年第 4 季 +12
- 總值
- $2.35 億
- 較 2024 年第 4 季 +$70.8 萬 (+0.3%)
| 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 | $41 | <0.1% | 00.0% | 不變 | 歷史 |
| KSSKOHLS Corp | Stock | 7 | $57 | <0.1% | 00.0% | 不變 | 歷史 |
| NVTnVent Electric plc | SHS | 2 | $105 | <0.1% | 00.0% | 不變 | 歷史 |
| PRTAProthena Corp Public Ltd Co | SHS | 10 | $124 | <0.1% | 00.0% | 不變 | 歷史 |
| VTRSViatris Inc | Stock | 15 | $131 | <0.1% | 00.0% | 不變 | 歷史 |
| EBSEmergent BioSolutions Inc. | COM | 40 | $194 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V407 | INVESCO MSCI | 5 | $194 | <0.1% | 00.0% | 不變 | – |
| SPBSpectrum Brands Holdings, Inc. | COM | 3 | $215 | <0.1% | 00.0% | 不變 | 歷史 |
| OGNOrganon & Co. | Stock | 15 | $223 | <0.1% | 00.0% | 不變 | 歷史 |
| VSHVishay Intertechnology Inc | COM | 15 | $239 | <0.1% | 00.0% | 不變 | 歷史 |
| Paramount Global92556H206 | CL B | 25 | $299 | <0.1% | −1,499−98.4% | 減碼 | – |
| WisdomTree Tr97717W869 | EUROPE SMCP DV | 5 | $305 | <0.1% | 00.0% | 不變 | – |
| Schwab Strategic Tr808524789 | FUNDAMENTAL US B | 15 | $345 | <0.1% | 00.0% | 不變 | – |
| iShares Future AI & Tech ETF46435U556 | ETF | 11 | $346 | <0.1% | 00.0% | 不變 | – |
| JAZZJazz Pharmaceuticals plc | SHS USD | 3 | $372 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V142 | WATER RES ETF | 7 | $452 | <0.1% | 00.0% | 不變 | – |
| WABWestinghouse Air Brake Technologies Corp | Stock | 3 | $544 | <0.1% | 00.0% | 不變 | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 50 | $559 | <0.1% | +50 | 新進 | 歷史 |
| BYNDBeyond Meat, Inc. | COM | 200 | $610 | <0.1% | 00.0% | 不變 | 歷史 |
| BITBBitwise Bitcoin ETF | SHS BEN INT | 16 | $718 | <0.1% | −17−51.5% | 減碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 9 | $721 | <0.1% | 00.0% | 不變 | 歷史 |
| MDTMedtronic plc | Stock | 9 | $809 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 2 | $1,028 | <0.1% | 00.0% | 不變 | – |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 68 | $1,044 | <0.1% | 00.0% | 不變 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 15 | $1,087 | <0.1% | 00.0% | 不變 | 歷史 |
| Fidelity Covington Trust31609A107 | ENHANCED LARGE | 41 | $1,263 | <0.1% | 00.0% | 不變 | – |
| SNAPSnap Inc | Stock | 150 | $1,307 | <0.1% | 00.0% | 不變 | 歷史 |
| ENVXEnovix Corp | COM | 180 | $1,321 | <0.1% | 00.0% | 不變 | 歷史 |
| BHFBrighthouse Financial, Inc. | COM | 24 | $1,392 | <0.1% | 00.0% | 不變 | 歷史 |
| TELTE Connectivity plc | Stock | 10 | $1,413 | <0.1% | 00.0% | 不變 | 歷史 |
| LULUlululemon athletica inc. | Stock | 5 | $1,415 | <0.1% | 00.0% | 不變 | 歷史 |
| Global X FDS37954Y715 | RBTCS ARTFL INTE | 50 | $1,423 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 18 | $1,448 | <0.1% | 00.0% | 不變 | – |
| RIVNRivian Automotive, Inc. | Stock | 127 | $1,581 | <0.1% | 00.0% | 不變 | 歷史 |
| POOLPool Corp | COM | 5 | $1,592 | <0.1% | −5−50.0% | 減碼 | 歷史 |
| CRLCharles River Laboratories International, Inc. | COM | 11 | $1,656 | <0.1% | 00.0% | 不變 | 歷史 |
| WHWyndham Hotels & Resorts, Inc. | COM | 20 | $1,810 | <0.1% | 00.0% | 不變 | 歷史 |
| TGTTarget Corp | Stock | 20 | $2,087 | <0.1% | 00.0% | 不變 | 歷史 |
| SHWSherwin Williams Co | COM | 6 | $2,095 | <0.1% | −9−60.0% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 6 | $2,167 | <0.1% | 00.0% | 不變 | – |
| BXSLBlackstone Secured Lending Fund | COMMON STOCK | 72 | $2,330 | <0.1% | 00.0% | 不變 | 歷史 |
| MASMasco Corp | COM | 34 | $2,364 | <0.1% | 00.0% | 不變 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 50 | $2,511 | <0.1% | −50−50.0% | 減碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 44 | $2,575 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 27 | $2,700 | <0.1% | 00.0% | 不變 | – |
| LHXL3HARRIS Technologies, Inc. | Stock | 13 | $2,721 | <0.1% | 00.0% | 不變 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 11 | $2,728 | <0.1% | −5−31.3% | 減碼 | 歷史 |
| AESAES Corp | Stock | 227 | $2,819 | <0.1% | 00.0% | 不變 | 歷史 |
| RUMRUM Group Inc. | Stock | 400 | $2,828 | <0.1% | 00.0% | 不變 | 歷史 |
| HONHoneywell International Inc | COM | 14 | $2,965 | <0.1% | −13−48.1% | 減碼 | 歷史 |
| DOWDow Inc. | Stock | 85 | $2,968 | <0.1% | 00.0% | 不變 | 歷史 |
| ACADAcadia Pharmaceuticals Inc | COM | 180 | $2,990 | <0.1% | 00.0% | 不變 | 歷史 |
| SRESempra | Stock | 44 | $3,140 | <0.1% | 00.0% | 不變 | 歷史 |
| Fidelity Covington Trust31609A305 | ENHANCED LARGE | 101 | $3,179 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464287556 | ISHARES BIOTECH | 25 | $3,198 | <0.1% | 00.0% | 不變 | – |
| UBERUber Technologies, Inc | Stock | 44 | $3,206 | <0.1% | 00.0% | 不變 | 歷史 |
| Global X Uranium ETF37954Y871 | ETF | 140 | $3,209 | <0.1% | +140 | 新進 | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 40 | $3,331 | <0.1% | 00.0% | 不變 | – |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 10 | $3,345 | <0.1% | 00.0% | 不變 | – |
| GEHCGE HealthCare Technologies Inc. | Stock | 43 | $3,471 | <0.1% | −97−69.3% | 減碼 | 歷史 |
| UAAUnder Armour, Inc. | Stock | 566 | $3,538 | <0.1% | 00.0% | 不變 | 歷史 |
| STWDStarwood Property Trust, Inc. | COM | 180 | $3,559 | <0.1% | 00.0% | 不變 | 歷史 |
| MRNAModerna, Inc. | Stock | 130 | $3,686 | <0.1% | 00.0% | 不變 | 歷史 |
| BAMBrookfield Asset Management Ltd. | CL A LMT VTG SHS | 78 | $3,779 | <0.1% | 00.0% | 不變 | 歷史 |
| EVRGEvergy, Inc. | Stock | 55 | $3,792 | <0.1% | 00.0% | 不變 | 歷史 |
| UAUnder Armour, Inc. | CL C | 639 | $3,802 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 15 | $3,879 | <0.1% | 00.0% | 不變 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 20 | $3,949 | <0.1% | 00.0% | 不變 | – |
| LUVSouthwest Airlines Co | COM | 120 | $4,030 | <0.1% | 00.0% | 不變 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 63 | $4,111 | <0.1% | 00.0% | 不變 | 歷史 |
| SCIService Corp International | COM | 53 | $4,251 | <0.1% | 00.0% | 不變 | 歷史 |
| OCOwens Corning | Stock | 30 | $4,285 | <0.1% | 00.0% | 不變 | 歷史 |
| MARMarriott International Inc | Stock | 18 | $4,288 | <0.1% | 00.0% | 不變 | 歷史 |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 39 | $4,293 | <0.1% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 54 | $4,355 | <0.1% | −548−91.0% | 減碼 | – |
| iShares Tr464287515 | EXPANDED TECH | 50 | $4,450 | <0.1% | +50 | 新進 | – |
| ESEversource Energy | Stock | 72 | $4,472 | <0.1% | 00.0% | 不變 | 歷史 |
| TWLOTwilio Inc | CL A | 46 | $4,504 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 150 | $4,610 | <0.1% | +150 | 新進 | – |
| ENPHEnphase Energy, Inc. | Stock | 75 | $4,654 | <0.1% | 00.0% | 不變 | 歷史 |
| FTNTFortinet, Inc. | Stock | 49 | $4,717 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 40 | $4,725 | <0.1% | +40 | 新進 | – |
| PNWPinnacle West Capital Corp | COM | 50 | $4,763 | <0.1% | 00.0% | 不變 | 歷史 |
| ALGNAlign Technology Inc | COM | 30 | $4,766 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 16 | $4,908 | <0.1% | 00.0% | 不變 | – |
| LLYEli Lilly & Co | Stock | 6 | $4,955 | <0.1% | 00.0% | 不變 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 177 | $5,050 | <0.1% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 201 | $5,093 | <0.1% | 00.0% | 不變 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 40 | $5,289 | <0.1% | 00.0% | 不變 | 歷史 |
| BAHBooz Allen Hamilton Holding Corp | CL A | 51 | $5,334 | <0.1% | 00.0% | 不變 | 歷史 |
| SCCOSouthern Copper Corp | Stock | 58 | $5,421 | <0.1% | 00.0% | 不變 | 歷史 |
| BKRBaker Hughes Co | CL A | 124 | $5,450 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 28 | $5,660 | <0.1% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 35 | $6,063 | <0.1% | 00.0% | 不變 | – |
| TAPMolson Coors Beverage Co | CL B | 100 | $6,087 | <0.1% | 00.0% | 不變 | 歷史 |
| J P Morgan Exchange Traded F46641Q308 | DIV RTN EM EQT | 117 | $6,142 | <0.1% | 00.0% | 不變 | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 50 | $6,225 | <0.1% | 00.0% | 不變 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 77 | $6,293 | <0.1% | 00.0% | 不變 | – |
2024 年第 4 季之後清倉（18 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 15,857 | $69.8 萬 | 0.3% | – |
| MSTRStrategy Inc | Stock | 190 | $5.50 萬 | <0.1% | 歷史 |
| Abrdn ETFs003261203 | BBRG ALL COMMDY | 997 | $3.12 萬 | <0.1% | – |
| Pacer US Large Cap Cash Cows Growth Leaders ETF69374H360 | ETF | 632 | $2.02 萬 | <0.1% | – |
| PWRQuanta Services, Inc. | COM | 58 | $1.83 萬 | <0.1% | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 304 | $1.49 萬 | <0.1% | – |
| SBRSabine Royalty Trust | UNIT BEN INT | 160 | $1.04 萬 | <0.1% | 歷史 |
| DVNDevon Energy Corp | Stock | 258 | $8,444 | <0.1% | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 50 | $5,342 | <0.1% | – |
| KHCKraft Heinz Co | Stock | 131 | $4,023 | <0.1% | 歷史 |
| EMNEastman Chemical Co | Stock | 44 | $4,018 | <0.1% | 歷史 |
| LINLinde PLC | Stock | 8 | $3,349 | <0.1% | 歷史 |
| iShares Tr46436E866 | IBONDS 25 TRM TS | 130 | $3,032 | <0.1% | – |
| WTRGEssential Utilities, Inc. | COM | 77 | $2,797 | <0.1% | 歷史 |
| iShares Broad Usd Investment Grade Corporate Bond ETF464288620 | ETF | 53 | $2,665 | <0.1% | – |
| MGMMGM Resorts International | Stock | 63 | $2,183 | <0.1% | 歷史 |
| Wheeler Real Estate Investment Trust, Inc.963025309 | CPR | 700 | $2,138 | <0.1% | – |
| SYYSysco Corp | Stock | 17 | $1,300 | <0.1% | 歷史 |