Lowe Wealth Advisors, LLC
- SEC CIK
- 0001574010
- 最新申報
- 2025/10/16
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/8 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 365
- 較 2025 年第 1 季 −7
- 總值
- $2.56 億
- 較 2025 年第 1 季 +$2,080 萬 (+8.8%)
| 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 |
| IPIX Corporation44982L103 | ETF | 263 | $1 | <0.1% | +263 | 新進 | – |
| AQMSAqua Metals, Inc. | COMM STK | 22 | $11 | <0.1% | 00.0% | 不變 | 歷史 |
| KSSKOHLS Corp | Stock | 7 | $59 | <0.1% | 00.0% | 不變 | 歷史 |
| PRTAProthena Corp Public Ltd Co | SHS | 10 | $61 | <0.1% | 00.0% | 不變 | 歷史 |
| VTRSViatris Inc | Stock | 15 | $134 | <0.1% | 00.0% | 不變 | 歷史 |
| OGNOrganon & Co. | Stock | 15 | $145 | <0.1% | 00.0% | 不變 | 歷史 |
| NVTnVent Electric plc | SHS | 2 | $147 | <0.1% | 00.0% | 不變 | 歷史 |
| SPBSpectrum Brands Holdings, Inc. | COM | 3 | $159 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V407 | INVESCO MSCI | 5 | $212 | <0.1% | 00.0% | 不變 | – |
| VSHVishay Intertechnology Inc | COM | 15 | $238 | <0.1% | 00.0% | 不變 | 歷史 |
| EBSEmergent BioSolutions Inc. | COM | 40 | $255 | <0.1% | 00.0% | 不變 | 歷史 |
| JAZZJazz Pharmaceuticals plc | SHS USD | 3 | $318 | <0.1% | 00.0% | 不變 | 歷史 |
| Paramount Global92556H206 | CL B | 25 | $323 | <0.1% | 00.0% | 不變 | – |
| WisdomTree Tr97717W869 | EUROPE SMCP DV | 5 | $351 | <0.1% | 00.0% | 不變 | – |
| Schwab Strategic Tr808524789 | FUNDAMENTAL US B | 15 | $360 | <0.1% | 00.0% | 不變 | – |
| iShares Future AI & Tech ETF46435U556 | ETF | 11 | $451 | <0.1% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V142 | WATER RES ETF | 7 | $489 | <0.1% | 00.0% | 不變 | – |
| WABWestinghouse Air Brake Technologies Corp | Stock | 3 | $628 | <0.1% | 00.0% | 不變 | 歷史 |
| BYNDBeyond Meat, Inc. | COM | 200 | $698 | <0.1% | 00.0% | 不變 | 歷史 |
| MDTMedtronic plc | Stock | 9 | $785 | <0.1% | 00.0% | 不變 | 歷史 |
| BITBBitwise Bitcoin ETF | SHS BEN INT | 16 | $937 | <0.1% | 00.0% | 不變 | 歷史 |
| JCIJohnson Controls International plc | Stock | 9 | $951 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 2 | $1,136 | <0.1% | 00.0% | 不變 | – |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 68 | $1,138 | <0.1% | 00.0% | 不變 | 歷史 |
| LOWLowes Companies Inc | Stock | 5 | $1,151 | <0.1% | −30−85.7% | 減碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 15 | $1,173 | <0.1% | 00.0% | 不變 | 歷史 |
| LULUlululemon athletica inc. | Stock | 5 | $1,188 | <0.1% | 00.0% | 不變 | 歷史 |
| BHFBrighthouse Financial, Inc. | COM | 24 | $1,290 | <0.1% | 00.0% | 不變 | 歷史 |
| SNAPSnap Inc | Stock | 150 | $1,304 | <0.1% | 00.0% | 不變 | 歷史 |
| Fidelity Covington Trust31609A107 | ENHANCED LARGE | 41 | $1,311 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 18 | $1,449 | <0.1% | 00.0% | 不變 | – |
| WHWyndham Hotels & Resorts, Inc. | COM | 20 | $1,624 | <0.1% | 00.0% | 不變 | 歷史 |
| Global X FDS37954Y715 | RBTCS ARTFL INTE | 50 | $1,633 | <0.1% | 00.0% | 不變 | – |
| TELTE Connectivity plc | Stock | 10 | $1,687 | <0.1% | 00.0% | 不變 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 15 | $1,701 | <0.1% | −25−62.5% | 減碼 | 歷史 |
| RIVNRivian Automotive, Inc. | Stock | 127 | $1,745 | <0.1% | 00.0% | 不變 | 歷史 |
| ENVXEnovix Corp | COM | 180 | $1,861 | <0.1% | 00.0% | 不變 | 歷史 |
| TGTTarget Corp | Stock | 20 | $1,973 | <0.1% | 00.0% | 不變 | 歷史 |
| BXSLBlackstone Secured Lending Fund | COMMON STOCK | 72 | $2,214 | <0.1% | 00.0% | 不變 | 歷史 |
| DOWDow Inc. | Stock | 85 | $2,251 | <0.1% | 00.0% | 不變 | 歷史 |
| AESAES Corp | Stock | 227 | $2,388 | <0.1% | 00.0% | 不變 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 25 | $2,524 | <0.1% | −41−62.1% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 6 | $2,547 | <0.1% | 00.0% | 不變 | – |
| ITWIllinois Tool Works Inc | Stock | 11 | $2,720 | <0.1% | 00.0% | 不變 | 歷史 |
| MNSTMonster Beverage Corp | COM | 44 | $2,756 | <0.1% | 00.0% | 不變 | 歷史 |
| HESMHess Midstream LP | CL A SHS | 75 | $2,888 | <0.1% | +75 | 新進 | 歷史 |
| ENPHEnphase Energy, Inc. | Stock | 75 | $2,974 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 27 | $3,024 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464287556 | ISHARES BIOTECH | 25 | $3,163 | <0.1% | 00.0% | 不變 | – |
| GEHCGE HealthCare Technologies Inc. | Stock | 43 | $3,185 | <0.1% | 00.0% | 不變 | 歷史 |
| HONHoneywell International Inc | COM | 14 | $3,260 | <0.1% | 00.0% | 不變 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 13 | $3,261 | <0.1% | 00.0% | 不變 | 歷史 |
| SRESempra | Stock | 44 | $3,334 | <0.1% | 00.0% | 不變 | 歷史 |
| MRNAModerna, Inc. | Stock | 130 | $3,587 | <0.1% | 00.0% | 不變 | 歷史 |
| RUMRUM Group Inc. | Stock | 400 | $3,592 | <0.1% | 00.0% | 不變 | 歷史 |
| STWDStarwood Property Trust, Inc. | COM | 180 | $3,613 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 40 | $3,639 | <0.1% | 00.0% | 不變 | – |
| Fidelity Covington Trust31609A305 | ENHANCED LARGE | 101 | $3,742 | <0.1% | 00.0% | 不變 | – |
| EVRGEvergy, Inc. | Stock | 55 | $3,791 | <0.1% | 00.0% | 不變 | 歷史 |
| UAAUnder Armour, Inc. | Stock | 566 | $3,866 | <0.1% | 00.0% | 不變 | 歷史 |
| ACADAcadia Pharmaceuticals Inc | COM | 180 | $3,883 | <0.1% | 00.0% | 不變 | 歷史 |
| LUVSouthwest Airlines Co | COM | 120 | $3,893 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 10 | $3,965 | <0.1% | 00.0% | 不變 | – |
| UBERUber Technologies, Inc | Stock | 44 | $4,105 | <0.1% | 00.0% | 不變 | 歷史 |
| OCOwens Corning | Stock | 30 | $4,126 | <0.1% | 00.0% | 不變 | 歷史 |
| UAUnder Armour, Inc. | CL C | 639 | $4,147 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 15 | $4,197 | <0.1% | 00.0% | 不變 | – |
| BAMBrookfield Asset Management Ltd. | CL A LMT VTG SHS | 78 | $4,312 | <0.1% | 00.0% | 不變 | 歷史 |
| SCIService Corp International | COM | 53 | $4,314 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 20 | $4,347 | <0.1% | 00.0% | 不變 | – |
| Global X Uranium ETF37954Y871 | ETF | 115 | $4,463 | <0.1% | −25−17.9% | 減碼 | – |
| PNWPinnacle West Capital Corp | COM | 50 | $4,474 | <0.1% | 00.0% | 不變 | 歷史 |
| ESEversource Energy | Stock | 72 | $4,581 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 150 | $4,602 | <0.1% | 00.0% | 不變 | – |
| PYPLPayPal Holdings, Inc. | Stock | 63 | $4,682 | <0.1% | 00.0% | 不變 | 歷史 |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 39 | $4,734 | <0.1% | 00.0% | 不變 | – |
| BKRBaker Hughes Co | CL A | 124 | $4,754 | <0.1% | 00.0% | 不變 | 歷史 |
| TAPMolson Coors Beverage Co | CL B | 100 | $4,809 | <0.1% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 201 | $4,872 | <0.1% | 00.0% | 不變 | 歷史 |
| MARMarriott International Inc | Stock | 18 | $4,918 | <0.1% | 00.0% | 不變 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 110 | $5,092 | <0.1% | 00.0% | 不變 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 30 | $5,168 | <0.1% | 00.0% | 不變 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 177 | $5,204 | <0.1% | 00.0% | 不變 | 歷史 |
| BAHBooz Allen Hamilton Holding Corp | CL A | 51 | $5,311 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 16 | $5,433 | <0.1% | 00.0% | 不變 | – |
| OXYOccidental Petroleum Corp | Stock | 130 | $5,461 | <0.1% | 00.0% | 不變 | 歷史 |
| ALGNAlign Technology Inc | COM | 30 | $5,680 | <0.1% | 00.0% | 不變 | 歷史 |
| TWLOTwilio Inc | CL A | 46 | $5,721 | <0.1% | 00.0% | 不變 | 歷史 |
| SCCOSouthern Copper Corp | Stock | 58 | $5,868 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 35 | $6,361 | <0.1% | 00.0% | 不變 | – |
| J P Morgan Exchange Traded F46641Q308 | DIV RTN EM EQT | 117 | $6,572 | <0.1% | 00.0% | 不變 | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 50 | $6,652 | <0.1% | 00.0% | 不變 | – |
| SOSouthern Co | Stock | 73 | $6,704 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 28 | $6,729 | <0.1% | 00.0% | 不變 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 77 | $6,883 | <0.1% | 00.0% | 不變 | – |
| AZNAstraZeneca PLC | SPONSORED ADR | 100 | $6,988 | <0.1% | 00.0% | 不變 | 歷史 |
| ECLEcolab Inc. | Stock | 27 | $7,275 | <0.1% | −5−15.6% | 減碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 69 | $7,295 | <0.1% | +20+40.8% | 加碼 | 歷史 |
2025 年第 1 季之後清倉（13 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr46434V407 | 0-5YR HI YL CP | 2,745 | $11.7 萬 | <0.1% | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 200 | $2.07 萬 | <0.1% | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 205 | $1.86 萬 | <0.1% | – |
| TYTRI-CONTINENTAL Corp | COM | 600 | $1.84 萬 | <0.1% | 歷史 |
| LLYEli Lilly & Co | Stock | 6 | $4,955 | <0.1% | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 50 | $4,450 | <0.1% | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 54 | $4,355 | <0.1% | – |
| CMGChipotle Mexican Grill Inc | COM | 50 | $2,511 | <0.1% | 歷史 |
| MASMasco Corp | COM | 34 | $2,364 | <0.1% | 歷史 |
| SHWSherwin Williams Co | COM | 6 | $2,095 | <0.1% | 歷史 |
| CRLCharles River Laboratories International, Inc. | COM | 11 | $1,656 | <0.1% | 歷史 |
| POOLPool Corp | COM | 5 | $1,592 | <0.1% | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 50 | $559 | <0.1% | 歷史 |