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 |
|---|---|---|---|---|---|---|---|
| NTNXNutanix, Inc. | Stock | 100 | $7,644 | <0.1% | 00.0% | 不變 | 歷史 |
| KMBKimberly Clark Corp | Stock | 60 | $7,735 | <0.1% | 00.0% | 不變 | 歷史 |
| PNRPENTAIR plc | SHS | 77 | $7,905 | <0.1% | 00.0% | 不變 | 歷史 |
| RRCRange Resources Corp | COM | 204 | $8,297 | <0.1% | 00.0% | 不變 | 歷史 |
| CMCSAComcast Corp | Stock | 234 | $8,351 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 326 | $8,639 | <0.1% | 00.0% | 不變 | – |
| CLColgate Palmolive Co | Stock | 100 | $9,090 | <0.1% | 00.0% | 不變 | 歷史 |
| SKTTanger Inc. | COM | 300 | $9,174 | <0.1% | 00.0% | 不變 | 歷史 |
| DELLDell Technologies Inc. | Stock | 75 | $9,195 | <0.1% | −39−34.2% | 減碼 | 歷史 |
| IBKRInteractive Brokers Group, Inc. | Stock | 168 | $9,309 | <0.1% | 00.0% | 不變依 4 比 1 拆股換算 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 180 | $9,427 | <0.1% | 00.0% | 不變 | – |
| CRMSalesforce, Inc. | Stock | 35 | $9,544 | <0.1% | 00.0% | 不變 | 歷史 |
| MYDBlackRock Muniyield Fund, Inc. | COM | 1,005 | $1.01 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CHDNChurchill Downs Inc | COM | 100 | $1.01 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 75 | $1.01 萬 | <0.1% | 00.0% | 不變 | – |
| IMCRImmunocore Holdings plc | ADS | 330 | $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 | – |
| State Street SPDR S&P Emerging Asia Pacific ETF78463X301 | ETF | 83 | $1.05 萬 | <0.1% | 00.0% | 不變 | – |
| COPConocoPhillips | Stock | 122 | $1.09 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 222 | $1.11 萬 | <0.1% | 00.0% | 不變 | – |
| WisdomTree Tr97717W851 | JAPN HEDGE EQT | 100 | $1.14 萬 | <0.1% | 00.0% | 不變 | – |
| FEFirstenergy Corp | COM | 285 | $1.15 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 50 | $1.15 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PAYXPaychex Inc | Stock | 80 | $1.16 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 46 | $1.16 萬 | <0.1% | 00.0% | 不變 | – |
| CAHCardinal Health Inc | Stock | 70 | $1.18 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LRCXLam Research Corp | Stock | 122 | $1.19 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BNBROOKFIELD Corp | CL A LTD VT SH | 200 | $1.24 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 141 | $1.25 萬 | <0.1% | −73−34.1% | 減碼 | – |
| QCOMQualcomm Inc | Stock | 80 | $1.27 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CSXCSX Corp | Stock | 396 | $1.29 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EXCExelon Corp | Stock | 299 | $1.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 200 | $1.31 萬 | <0.1% | 00.0% | 不變 | – |
| CMECME Group Inc. | COM | 50 | $1.38 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 50 | $1.38 萬 | <0.1% | −10−16.7% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 75 | $1.39 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 208 | $1.44 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GLDSPDR Gold Trust | ETF | 48 | $1.46 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPDR Index Shs FDS78463X541 | ST STR NAT ETF | 270 | $1.46 萬 | <0.1% | 00.0% | 不變 | – |
| VanEck ETF Trust92189F700 | AGRIBUSINESS ETF | 200 | $1.47 萬 | <0.1% | 00.0% | 不變 | – |
| BPBP PLC | ADR | 500 | $1.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287739 | U.S. REAL ES ETF | 158 | $1.50 萬 | <0.1% | 00.0% | 不變 | – |
| NOKNokia Corp | SPONSORED ADR | 2,946 | $1.53 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 323 | $1.53 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Inc464286533 | MSCI EMERG MRKT | 245 | $1.54 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 159 | $1.57 萬 | <0.1% | 00.0% | 不變 | – |
| TFCTruist Financial Corp | COM | 377 | $1.62 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchange Traded FD33734X143 | HLTH CARE ALPH | 161 | $1.67 萬 | <0.1% | 00.0% | 不變 | – |
| EQIXEquinix Inc | COM | 21 | $1.67 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 95 | $1.67 萬 | <0.1% | −56−37.1% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 115 | $1.68 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 42 | $1.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TMToyota Motor Corp | ADS | 100 | $1.72 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PEverpure, Inc. | CL A | 300 | $1.73 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ProShares Tr74349Y753 | SHOR S&P 500 NEW | 451 | $1.79 萬 | <0.1% | 00.0% | 不變 | – |
| NVSNovartis AG | ADR | 150 | $1.82 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ARCCAres Capital Corp | CEF | 829 | $1.82 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 210 | $1.84 萬 | <0.1% | 00.0% | 不變 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 136 | $1.85 萬 | <0.1% | 00.0% | 不變 | – |
| CVSCVS Health Corp | Stock | 268 | $1.85 萬 | <0.1% | +2+0.8% | 加碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 600 | $1.86 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FFord Motor Co | Stock | 1,721 | $1.87 萬 | <0.1% | −492−22.2% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 450 | $1.90 萬 | <0.1% | 00.0% | 不變 | – |
| PRGSProgress Software Corp | COM | 300 | $1.92 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 46 | $2.03 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WisdomTree Tr97717W703 | INTL EQUITY FD | 320 | $2.03 萬 | <0.1% | 00.0% | 不變 | – |
| NEENextera Energy Inc | Stock | 293 | $2.03 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| OKEONEOK Inc | COM | 251 | $2.05 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MAINMain Street Capital CORP | CEF | 350 | $2.07 萬 | <0.1% | −350−50.0% | 減碼 | 歷史 |
| HMCHonda Motor Co Ltd | ADR ECH CNV IN 3 | 718 | $2.07 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 150 | $2.08 萬 | <0.1% | 00.0% | 不變 | – |
| MRKMerck & Co., Inc. | Stock | 265 | $2.10 萬 | <0.1% | −100−27.4% | 減碼 | 歷史 |
| Vanguard Admiral FDS Inc921932885 | MIDCP 400 IDX | 200 | $2.10 萬 | <0.1% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V266 | S&P500 PUR GWT | 465 | $2.13 萬 | <0.1% | 00.0% | 不變 | – |
| State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391 | ETF | 1,040 | $2.23 萬 | <0.1% | 00.0% | 不變 | – |
| HRBH&R Block Inc | COM | 406 | $2.23 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HLTHilton Worldwide Holdings Inc. | COM | 85 | $2.26 萬 | <0.1% | −15−15.0% | 減碼 | 歷史 |
| ProShares Tr74349Y837 | SHORT QQQ | 700 | $2.36 萬 | <0.1% | +700 | 新進 | – |
| VLOValero Energy Corp | Stock | 181 | $2.43 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NADNuveen Quality Municipal Income Fund | COM | 2,174 | $2.45 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ABTAbbott Laboratories | Stock | 187 | $2.54 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FLEXFlex Ltd. | Stock | 513 | $2.56 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 332 | $2.57 萬 | <0.1% | 00.0% | 不變 | – |
| PPTAPerpetua Resources Corp. | COM | 2,120 | $2.57 萬 | <0.1% | +2,120 | 新進 | 歷史 |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 204 | $2.74 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr46436E858 | IBONDS 26 TRM TS | 1,200 | $2.75 萬 | <0.1% | 00.0% | 不變 | – |
| WMWaste Management Inc | Stock | 122 | $2.79 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46436E841 | IBONDS 27 TRM TS | 1,300 | $2.92 萬 | <0.1% | 00.0% | 不變 | – |
| CATCaterpillar Inc | Stock | 76 | $2.95 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VALValaris Ltd | CL A | 725 | $3.05 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VanEck ETF Trust92189H607 | OIL SERVICES ETF | 133 | $3.06 萬 | <0.1% | +133 | 新進 | – |
| SNPSSynopsys Inc | COM | 60 | $3.08 萬 | <0.1% | −5−7.7% | 減碼 | 歷史 |
| METMetlife Inc | Stock | 385 | $3.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 619 | $3.11 萬 | <0.1% | 00.0% | 不變 | – |
| UNHUnitedHealth Group Inc | Stock | 100 | $3.11 萬 | <0.1% | +2+2.0% | 加碼 | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 350 | $3.12 萬 | <0.1% | 00.0% | 不變 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 212 | $3.13 萬 | <0.1% | −48−18.5% | 減碼 | – |
| TRPTC Energy Corp | COM | 641 | $3.13 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138G698 | S&P 500 REVENUE | 300 | $3.13 萬 | <0.1% | 00.0% | 不變 | – |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 150 | $3.16 萬 | <0.1% | 00.0% | 不變 | – |
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 |