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 |
|---|---|---|---|---|---|---|---|
| OXYOccidental Petroleum Corp | Stock | 130 | $6,417 | <0.1% | −70−35.0% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 110 | $6,709 | <0.1% | +100+1,000.0% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 73 | $6,712 | <0.1% | 00.0% | 不變 | 歷史 |
| PNRPENTAIR plc | SHS | 77 | $6,736 | <0.1% | 00.0% | 不變 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 30 | $6,872 | <0.1% | 00.0% | 不變 | 歷史 |
| IBKRInteractive Brokers Group, Inc. | Stock | 42 | $6,955 | <0.1% | 00.0% | 不變 | 歷史 |
| NTNXNutanix, Inc. | Stock | 100 | $6,981 | <0.1% | 00.0% | 不變 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 66 | $7,259 | <0.1% | 00.0% | 不變 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 100 | $7,350 | <0.1% | 00.0% | 不變 | 歷史 |
| ECLEcolab Inc. | Stock | 32 | $8,113 | <0.1% | 00.0% | 不變 | 歷史 |
| RRCRange Resources Corp | COM | 204 | $8,146 | <0.1% | 00.0% | 不變 | 歷史 |
| LOWLowes Companies Inc | Stock | 35 | $8,206 | <0.1% | 00.0% | 不變 | 歷史 |
| KMBKimberly Clark Corp | Stock | 60 | $8,533 | <0.1% | 00.0% | 不變 | 歷史 |
| CMCSAComcast Corp | Stock | 234 | $8,635 | <0.1% | 00.0% | 不變 | 歷史 |
| LRCXLam Research Corp | Stock | 122 | $8,869 | <0.1% | +122 | 新進 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 180 | $8,966 | <0.1% | 00.0% | 不變 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 326 | $9,115 | <0.1% | +101+44.9% | 加碼 | – |
| CLColgate Palmolive Co | Stock | 100 | $9,370 | <0.1% | 00.0% | 不變 | 歷史 |
| CRMSalesforce, Inc. | Stock | 35 | $9,393 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288604 | MRGSTR SM CP GR | 210 | $9,461 | <0.1% | 00.0% | 不變 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 46 | $9,498 | <0.1% | 00.0% | 不變 | – |
| State Street SPDR S&P Emerging Asia Pacific ETF78463X301 | ETF | 83 | $9,600 | <0.1% | 00.0% | 不變 | – |
| CAHCardinal Health Inc | Stock | 70 | $9,644 | <0.1% | 00.0% | 不變 | 歷史 |
| IMCRImmunocore Holdings plc | ADS | 330 | $9,791 | <0.1% | +330 | 新進 | 歷史 |
| AVGOBroadcom Inc. | Stock | 60 | $1.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SKTTanger Inc. | COM | 300 | $1.01 萬 | <0.1% | +300 | 新進 | 歷史 |
| DELLDell Technologies Inc. | Stock | 114 | $1.04 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BNBROOKFIELD Corp | CL A LTD VT SH | 200 | $1.05 萬 | <0.1% | −112−35.9% | 減碼 | 歷史 |
| MYDBlackRock Muniyield Fund, Inc. | COM | 1,005 | $1.06 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 75 | $1.10 萬 | <0.1% | 00.0% | 不變 | – |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 222 | $1.10 萬 | <0.1% | 00.0% | 不變 | – |
| WisdomTree Tr97717W851 | JAPN HEDGE EQT | 100 | $1.10 萬 | <0.1% | 00.0% | 不變 | – |
| CHDNChurchill Downs Inc | COM | 100 | $1.11 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FEFirstenergy Corp | COM | 285 | $1.15 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CSXCSX Corp | Stock | 396 | $1.17 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 50 | $1.18 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| QCOMQualcomm Inc | Stock | 80 | $1.23 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PAYXPaychex Inc | Stock | 80 | $1.23 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| COPConocoPhillips | Stock | 122 | $1.28 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 208 | $1.28 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 200 | $1.28 萬 | <0.1% | +200 | 新進 | – |
| CMECME Group Inc. | COM | 50 | $1.33 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PEverpure, Inc. | CL A | 300 | $1.33 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 323 | $1.35 萬 | <0.1% | −190−37.0% | 減碼 | 歷史 |
| VanEck ETF Trust92189F700 | AGRIBUSINESS ETF | 200 | $1.36 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464287390 | LATN AMER 40 ETF | 580 | $1.37 萬 | <0.1% | +580 | 新進 | – |
| EXCExelon Corp | Stock | 299 | $1.38 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GLDSPDR Gold Trust | ETF | 48 | $1.38 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Inc464286533 | MSCI EMERG MRKT | 245 | $1.43 萬 | <0.1% | 00.0% | 不變 | – |
| SPDR Index Shs FDS78463X541 | ST STR NAT ETF | 270 | $1.44 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 158 | $1.51 萬 | <0.1% | 00.0% | 不變 | – |
| RTXRTX Corp | Stock | 115 | $1.52 萬 | <0.1% | −126−52.3% | 減碼 | 歷史 |
| PRGSProgress Software Corp | COM | 300 | $1.55 萬 | <0.1% | +300 | 新進 | 歷史 |
| TFCTruist Financial Corp | COM | 377 | $1.55 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NOKNokia Corp | SPONSORED ADR | 2,946 | $1.55 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 159 | $1.57 萬 | <0.1% | −942−85.6% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 75 | $1.57 萬 | <0.1% | −20−21.1% | 減碼 | 歷史 |
| First Tr Exchange Traded FD33734X143 | HLTH CARE ALPH | 161 | $1.67 萬 | <0.1% | 00.0% | 不變 | – |
| NVSNovartis AG | ADR | 150 | $1.67 萬 | <0.1% | +150 | 新進 | 歷史 |
| BPBP PLC | ADR | 500 | $1.69 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FLEXFlex Ltd. | Stock | 513 | $1.70 萬 | <0.1% | +513 | 新進 | 歷史 |
| EQIXEquinix Inc | COM | 21 | $1.71 萬 | <0.1% | +21 | 新進 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 150 | $1.76 萬 | <0.1% | 00.0% | 不變 | – |
| TMToyota Motor Corp | ADS | 100 | $1.77 萬 | <0.1% | +100 | 新進 | 歷史 |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 214 | $1.78 萬 | <0.1% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V266 | S&P500 PUR GWT | 465 | $1.78 萬 | <0.1% | 00.0% | 不變 | – |
| CVSCVS Health Corp | Stock | 266 | $1.80 萬 | <0.1% | −7−2.6% | 減碼 | 歷史 |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 210 | $1.81 萬 | <0.1% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 450 | $1.82 萬 | <0.1% | 00.0% | 不變 | – |
| ARCCAres Capital Corp | CEF | 829 | $1.84 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TYTRI-CONTINENTAL Corp | COM | 600 | $1.84 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 136 | $1.85 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 205 | $1.86 萬 | <0.1% | +205 | 新進 | – |
| WisdomTree Tr97717W703 | INTL EQUITY FD | 320 | $1.86 萬 | <0.1% | +320 | 新進 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 46 | $1.93 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HMCHonda Motor Co Ltd | ADR ECH CNV IN 3 | 718 | $1.95 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Admiral FDS Inc921932885 | MIDCP 400 IDX | 200 | $1.97 萬 | <0.1% | −88−30.6% | 減碼 | – |
| ProShares Tr74349Y753 | SHOR S&P 500 NEW | 451 | $2.01 萬 | <0.1% | 00.0% | 不變 | – |
| EPDEnterprise Products Partners L.P. | Stock | 600 | $2.05 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 200 | $2.07 萬 | <0.1% | +200 | 新進 | – |
| NEENextera Energy Inc | Stock | 293 | $2.08 萬 | <0.1% | +200+215.1% | 加碼 | 歷史 |
| State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391 | ETF | 1,040 | $2.09 萬 | <0.1% | 00.0% | 不變 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 42 | $2.09 萬 | <0.1% | −2−4.5% | 減碼 | 歷史 |
| FFord Motor Co | Stock | 2,213 | $2.22 萬 | <0.1% | +23+1.1% | 加碼 | 歷史 |
| HRBH&R Block Inc | COM | 406 | $2.23 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HLTHilton Worldwide Holdings Inc. | COM | 100 | $2.28 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 332 | $2.32 萬 | <0.1% | −36−9.8% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 151 | $2.34 萬 | <0.1% | +126+504.0% | 加碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 204 | $2.36 萬 | <0.1% | 00.0% | 不變 | – |
| VLOValero Energy Corp | Stock | 181 | $2.39 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 150 | $2.41 萬 | <0.1% | 00.0% | 不變 | – |
| ABTAbbott Laboratories | Stock | 187 | $2.48 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| OKEONEOK Inc | COM | 251 | $2.49 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NADNuveen Quality Municipal Income Fund | COM | 2,174 | $2.50 萬 | <0.1% | +941+76.3% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 76 | $2.51 萬 | <0.1% | −16−17.4% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 27 | $2.52 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Inc464286822 | MSCI MEXICO ETF | 509 | $2.59 萬 | <0.1% | −190−27.2% | 減碼 | – |
| iShares Tr46436E858 | IBONDS 26 TRM TS | 1,200 | $2.75 萬 | <0.1% | +1,200 | 新進 | – |
| GEVGE Vernova Inc. | Stock | 91 | $2.78 萬 | <0.1% | −10−9.9% | 減碼 | 歷史 |
| SNPSSynopsys Inc | COM | 65 | $2.79 萬 | <0.1% | 00.0% | 不變 | 歷史 |
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 |