Lowe Wealth Advisors, LLC
- SEC CIK
- 0001574010
- 最新申報
- 2025/10/16
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/16 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 395
- 較 2025 年第 2 季 +30
- 總值
- $2.74 億
- 較 2025 年第 2 季 +$1,780 萬 (+6.9%)
| 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. | COM NEW | 2 | $13 | <0.1% | −0−9.1% | 減碼依 1 比 10 拆股換算 | 歷史 |
| DXCDXC Technology Co | Stock | 5 | $68 | <0.1% | +5 | 新進 | 歷史 |
| PRTAProthena Corp Public Ltd Co | SHS | 10 | $98 | <0.1% | 00.0% | 不變 | 歷史 |
| KSSKOHLS Corp | Stock | 7 | $108 | <0.1% | 00.0% | 不變 | 歷史 |
| Cohen & Steers Infrastructur19248A117 | RIGHT 10/16/2025 | 1,780 | $139 | <0.1% | +1,780 | 新進 | – |
| VTRSViatris Inc | Stock | 15 | $149 | <0.1% | 00.0% | 不變 | 歷史 |
| SPBSpectrum Brands Holdings, Inc. | COM | 3 | $158 | <0.1% | 00.0% | 不變 | 歷史 |
| OGNOrganon & Co. | Stock | 15 | $160 | <0.1% | 00.0% | 不變 | 歷史 |
| NVTnVent Electric plc | SHS | 2 | $197 | <0.1% | 00.0% | 不變 | 歷史 |
| VSHVishay Intertechnology Inc | COM | 15 | $230 | <0.1% | 00.0% | 不變 | 歷史 |
| WisdomTree Tr97717W869 | EUROPE SMCP DV | 5 | $352 | <0.1% | 00.0% | 不變 | – |
| EBSEmergent BioSolutions Inc. | COM | 40 | $353 | <0.1% | 00.0% | 不變 | 歷史 |
| BYNDBeyond Meat, Inc. | COM | 200 | $378 | <0.1% | 00.0% | 不變 | 歷史 |
| VanEck ETF Trust92189H300 | JP MRGAN EM LOC | 15 | $383 | <0.1% | +15 | 新進 | – |
| Schwab Strategic Tr808524789 | FUNDAMENTAL US B | 15 | $386 | <0.1% | 00.0% | 不變 | – |
| JAZZJazz Pharmaceuticals plc | SHS USD | 3 | $395 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46434V803 | HDG MSCI EAFE | 11 | $436 | <0.1% | +11 | 新進 | – |
| PSKYParamount Skydance Corp | COM CL B | 25 | $473 | <0.1% | +25 | 新進 | 歷史 |
| iShares Future AI & Tech ETF46435U556 | ETF | 11 | $504 | <0.1% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V142 | WATER RES ETF | 7 | $505 | <0.1% | 00.0% | 不變 | – |
| WABWestinghouse Air Brake Technologies Corp | Stock | 3 | $601 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 10 | $675 | <0.1% | +10 | 新進 | – |
| ITWIllinois Tool Works Inc | Stock | 3 | $782 | <0.1% | −8−72.7% | 減碼 | 歷史 |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 22 | $816 | <0.1% | +22 | 新進 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 6 | $838 | <0.1% | +6 | 新進 | – |
| MDTMedtronic plc | Stock | 9 | $857 | <0.1% | 00.0% | 不變 | 歷史 |
| LULUlululemon athletica inc. | Stock | 5 | $890 | <0.1% | 00.0% | 不變 | 歷史 |
| BlackRock ETF Trust09290C806 | ISHA US THEM ETF | 24 | $909 | <0.1% | +24 | 新進 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 28 | $934 | <0.1% | +28 | 新進 | – |
| DOWDow Inc. | Stock | 41 | $940 | <0.1% | −44−51.8% | 減碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 9 | $990 | <0.1% | 00.0% | 不變 | 歷史 |
| BITBBitwise Bitcoin ETF | SHS BEN INT | 16 | $996 | <0.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 44 | $1,053 | <0.1% | +44 | 新進 | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 24 | $1,092 | <0.1% | +24 | 新進 | – |
| SNAPSnap Inc | Stock | 150 | $1,157 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46435U663 | ESG AWARE MSCI | 26 | $1,172 | <0.1% | +26 | 新進 | – |
| iShares Tr464287721 | U.S. TECH ETF | 6 | $1,175 | <0.1% | +6 | 新進 | – |
| BHFBrighthouse Financial, Inc. | COM | 24 | $1,274 | <0.1% | 00.0% | 不變 | 歷史 |
| LOWLowes Companies Inc | Stock | 5 | $1,303 | <0.1% | 00.0% | 不變 | 歷史 |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 68 | $1,372 | <0.1% | 00.0% | 不變 | 歷史 |
| Fidelity Covington Trust31609A107 | ENHANCED LARGE | 41 | $1,390 | <0.1% | 00.0% | 不變 | – |
| Global X FDS37954Y343 | GLBL X MLP ETF | 29 | $1,404 | <0.1% | +29 | 新進 | – |
| Schwab Fundamental International Small Equity ETF808524748 | ETF | 32 | $1,424 | <0.1% | +32 | 新進 | – |
| PNWPinnacle West Capital Corp | COM | 17 | $1,524 | <0.1% | −33−66.0% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 6 | $1,526 | <0.1% | +6 | 新進 | – |
| HPEHewlett Packard Enterprise Co | COM | 63 | $1,547 | <0.1% | +63 | 新進 | 歷史 |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 43 | $1,555 | <0.1% | +43 | 新進 | – |
| WHWyndham Hotels & Resorts, Inc. | COM | 20 | $1,598 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 8 | $1,629 | <0.1% | +8 | 新進 | – |
| HPQHP Inc | Stock | 63 | $1,715 | <0.1% | +63 | 新進 | 歷史 |
| Schwab U.S. REIT ETF808524847 | ETF | 80 | $1,726 | <0.1% | +80 | 新進 | – |
| Global X FDS37954Y715 | RBTCS ARTFL INTE | 50 | $1,772 | <0.1% | 00.0% | 不變 | – |
| Schwab US Tips ETF808524870 | ETF | 66 | $1,779 | <0.1% | +66 | 新進 | – |
| TGTTarget Corp | Stock | 20 | $1,794 | <0.1% | 00.0% | 不變 | 歷史 |
| ENVXEnovix Corp | COM | 180 | $1,795 | <0.1% | 00.0% | 不變 | 歷史 |
| RIVNRivian Automotive, Inc. | Stock | 127 | $1,864 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 43 | $2,009 | <0.1% | +43 | 新進 | – |
| UPSUnited Parcel Service Inc | Stock | 25 | $2,088 | <0.1% | 00.0% | 不變 | 歷史 |
| TELTE Connectivity plc | Stock | 10 | $2,195 | <0.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 86 | $2,263 | <0.1% | +86 | 新進 | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 40 | $2,368 | <0.1% | +40 | 新進 | – |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 54 | $2,381 | <0.1% | +54 | 新進 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 10 | $2,396 | <0.1% | −10−50.0% | 減碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 37 | $2,510 | <0.1% | +37 | 新進 | – |
| HESMHess Midstream LP | CL A SHS | 75 | $2,591 | <0.1% | 00.0% | 不變 | 歷史 |
| ENPHEnphase Energy, Inc. | Stock | 75 | $2,654 | <0.1% | 00.0% | 不變 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 15 | $2,681 | <0.1% | 00.0% | 不變 | 歷史 |
| ECLEcolab Inc. | Stock | 10 | $2,739 | <0.1% | −17−63.0% | 減碼 | 歷史 |
| iShares Tr46435U853 | BROAD USD HIGH | 74 | $2,796 | <0.1% | +74 | 新進 | – |
| UAAUnder Armour, Inc. | Stock | 563 | $2,809 | <0.1% | −3−0.5% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 6 | $2,810 | <0.1% | 00.0% | 不變 | – |
| RUMRUM Group Inc. | Stock | 400 | $2,896 | <0.1% | 00.0% | 不變 | 歷史 |
| HONHoneywell International Inc | COM | 14 | $2,947 | <0.1% | 00.0% | 不變 | 歷史 |
| MNSTMonster Beverage Corp | COM | 44 | $2,962 | <0.1% | 00.0% | 不變 | 歷史 |
| UAUnder Armour, Inc. | CL C | 639 | $3,086 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 63 | $3,116 | <0.1% | +63 | 新進 | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 74 | $3,179 | <0.1% | +74 | 新進 | – |
| GEHCGE HealthCare Technologies Inc. | Stock | 43 | $3,229 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 16 | $3,304 | <0.1% | +16 | 新進 | – |
| MRNAModerna, Inc. | Stock | 130 | $3,358 | <0.1% | 00.0% | 不變 | 歷史 |
| STWDStarwood Property Trust, Inc. | COM | 180 | $3,487 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 114 | $3,552 | <0.1% | +114 | 新進 | – |
| iShares Tr464287556 | ISHARES BIOTECH | 25 | $3,609 | <0.1% | 00.0% | 不變 | – |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 174 | $3,642 | <0.1% | +174 | 新進 | – |
| ALGNAlign Technology Inc | COM | 30 | $3,757 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Inc46434G863 | ESG AWR MSCI EM | 88 | $3,821 | <0.1% | +88 | 新進 | – |
| LUVSouthwest Airlines Co | COM | 120 | $3,829 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 40 | $3,836 | <0.1% | 00.0% | 不變 | – |
| ACADAcadia Pharmaceuticals Inc | COM | 180 | $3,841 | <0.1% | 00.0% | 不變 | 歷史 |
| OCOwens Corning | Stock | 28 | $3,961 | <0.1% | −2−6.7% | 減碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 13 | $3,970 | <0.1% | 00.0% | 不變 | 歷史 |
| Fidelity Covington Trust31609A305 | ENHANCED LARGE | 101 | $4,159 | <0.1% | 00.0% | 不變 | – |
| EVRGEvergy, Inc. | Stock | 55 | $4,181 | <0.1% | 00.0% | 不變 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 63 | $4,225 | <0.1% | 00.0% | 不變 | 歷史 |
| UBERUber Technologies, Inc | Stock | 44 | $4,311 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 10 | $4,355 | <0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 15 | $4,406 | <0.1% | 00.0% | 不變 | – |
| SCIService Corp International | COM | 53 | $4,411 | <0.1% | 00.0% | 不變 | 歷史 |
2025 年第 2 季之後清倉（9 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Global X Uranium ETF37954Y871 | ETF | 115 | $4,463 | <0.1% | – |
| SRESempra | Stock | 44 | $3,334 | <0.1% | 歷史 |
| AESAES Corp | Stock | 227 | $2,388 | <0.1% | 歷史 |
| BXSLBlackstone Secured Lending Fund | COMMON STOCK | 72 | $2,214 | <0.1% | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 18 | $1,449 | <0.1% | – |
| EWEdwards Lifesciences Corp | Stock | 15 | $1,173 | <0.1% | 歷史 |
| Paramount Global92556H206 | CL B | 25 | $323 | <0.1% | – |
| Invesco Exchange Traded FD T46137V407 | INVESCO MSCI | 5 | $212 | <0.1% | – |
| IPIX Corporation44982L103 | ETF | 263 | $1 | <0.1% | – |