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 |
|---|---|---|---|---|---|---|---|
| BAMBrookfield Asset Management Ltd. | CL A LMT VTG SHS | 78 | $4,441 | <0.1% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 175 | $4,459 | <0.1% | −26−12.9% | 減碼 | 歷史 |
| TAPMolson Coors Beverage Co | CL B | 100 | $4,525 | <0.1% | 00.0% | 不變 | 歷史 |
| TWLOTwilio Inc | CL A | 46 | $4,604 | <0.1% | 00.0% | 不變 | 歷史 |
| MARMarriott International Inc | Stock | 18 | $4,688 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 150 | $4,743 | <0.1% | 00.0% | 不變 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 10 | $4,850 | <0.1% | −32−76.2% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 110 | $4,961 | <0.1% | 00.0% | 不變 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 177 | $5,011 | <0.1% | 00.0% | 不變 | 歷史 |
| FTNTFortinet, Inc. | Stock | 60 | $5,045 | <0.1% | −9−13.0% | 減碼 | 歷史 |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 39 | $5,081 | <0.1% | 00.0% | 不變 | – |
| BAHBooz Allen Hamilton Holding Corp | CL A | 51 | $5,097 | <0.1% | 00.0% | 不變 | 歷史 |
| ESEversource Energy | Stock | 72 | $5,122 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 47 | $5,352 | <0.1% | +20+74.1% | 加碼 | – |
| BDXBecton Dickinson & Co | Stock | 30 | $5,615 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 78 | $5,801 | <0.1% | +78 | 新進 | – |
| iShares Tr464287622 | RUS 1000 ETF | 16 | $5,848 | <0.1% | 00.0% | 不變 | – |
| BKRBaker Hughes Co | CL A | 124 | $6,041 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 231 | $6,075 | <0.1% | +231 | 新進 | – |
| OXYOccidental Petroleum Corp | Stock | 130 | $6,143 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 35 | $6,640 | <0.1% | 00.0% | 不變 | – |
| J P Morgan Exchange Traded F46641Q308 | DIV RTN EM EQT | 117 | $6,873 | <0.1% | 00.0% | 不變 | – |
| SOSouthern Co | Stock | 73 | $6,918 | <0.1% | 00.0% | 不變 | 歷史 |
| SCCOSouthern Copper Corp | Stock | 58 | $7,039 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 50 | $7,075 | <0.1% | 00.0% | 不變 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 28 | $7,181 | <0.1% | 00.0% | 不變 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 77 | $7,189 | <0.1% | 00.0% | 不變 | – |
| CRMSalesforce, Inc. | Stock | 31 | $7,347 | <0.1% | −4−11.4% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 234 | $7,352 | <0.1% | 00.0% | 不變 | 歷史 |
| NTNXNutanix, Inc. | Stock | 100 | $7,439 | <0.1% | 00.0% | 不變 | 歷史 |
| KMBKimberly Clark Corp | Stock | 60 | $7,460 | <0.1% | 00.0% | 不變 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 100 | $7,672 | <0.1% | 00.0% | 不變 | 歷史 |
| RRCRange Resources Corp | COM | 204 | $7,679 | <0.1% | 00.0% | 不變 | 歷史 |
| CLColgate Palmolive Co | Stock | 100 | $7,994 | <0.1% | 00.0% | 不變 | 歷史 |
| PNRPENTAIR plc | SHS | 77 | $8,529 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 326 | $8,900 | <0.1% | 00.0% | 不變 | – |
| COPConocoPhillips | Stock | 100 | $9,459 | <0.1% | −22−18.0% | 減碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 180 | $9,697 | <0.1% | 00.0% | 不變 | – |
| CHDNChurchill Downs Inc | COM | 100 | $9,701 | <0.1% | 00.0% | 不變 | 歷史 |
| PAYXPaychex Inc | Stock | 80 | $1.01 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 36 | $1.01 萬 | <0.1% | −10−21.7% | 減碼 | – |
| SKTTanger Inc. | COM | 300 | $1.02 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 75 | $1.04 萬 | <0.1% | 00.0% | 不變 | – |
| MYDBlackRock Muniyield Fund, Inc. | COM | 1,005 | $1.06 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CAHCardinal Health Inc | Stock | 70 | $1.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288604 | MRGSTR SM CP GR | 210 | $1.14 萬 | <0.1% | 00.0% | 不變 | – |
| State Street SPDR S&P Emerging Asia Pacific ETF78463X301 | ETF | 83 | $1.15 萬 | <0.1% | 00.0% | 不變 | – |
| IBKRInteractive Brokers Group, Inc. | Stock | 168 | $1.16 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 222 | $1.16 萬 | <0.1% | 00.0% | 不變 | – |
| UNPUnion Pacific Corp | Stock | 50 | $1.18 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IMCRImmunocore Holdings plc | ADS | 330 | $1.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EXCExelon Corp | Stock | 278 | $1.25 萬 | <0.1% | −21−7.0% | 減碼 | 歷史 |
| WisdomTree Tr97717W851 | JAPN HEDGE EQT | 100 | $1.28 萬 | <0.1% | 00.0% | 不變 | – |
| FEFirstenergy Corp | COM | 285 | $1.31 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PRGSProgress Software Corp | COM | 300 | $1.32 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 141 | $1.33 萬 | <0.1% | 00.0% | 不變 | – |
| QCOMQualcomm Inc | Stock | 80 | $1.33 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 200 | $1.34 萬 | <0.1% | 00.0% | 不變 | – |
| CMECME Group Inc. | COM | 50 | $1.35 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BNBROOKFIELD Corp | CL A LTD VT SH | 200 | $1.37 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CSXCSX Corp | Stock | 396 | $1.41 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NOKNokia Corp | SPONSORED ADR | 2,946 | $1.42 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VanEck ETF Trust92189F700 | AGRIBUSINESS ETF | 200 | $1.47 萬 | <0.1% | 00.0% | 不變 | – |
| ARCCAres Capital Corp | CEF | 729 | $1.49 萬 | <0.1% | −100−12.1% | 減碼 | 歷史 |
| iShares Tr464287739 | U.S. REAL ES ETF | 158 | $1.53 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Inc464286533 | MSCI EMERG MRKT | 245 | $1.56 萬 | <0.1% | 00.0% | 不變 | – |
| SPDR Index Shs FDS78463X541 | ST STR NAT ETF | 270 | $1.60 萬 | <0.1% | 00.0% | 不變 | – |
| LRCXLam Research Corp | Stock | 122 | $1.63 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EQIXEquinix Inc | COM | 21 | $1.64 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 323 | $1.67 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ProShares Tr74349Y753 | SHOR S&P 500 NEW | 451 | $1.67 萬 | <0.1% | 00.0% | 不變 | – |
| GLDSPDR Gold Trust | ETF | 48 | $1.71 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BPBP PLC | ADR | 500 | $1.72 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TFCTruist Financial Corp | COM | 377 | $1.72 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 75 | $1.74 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchange Traded FD33734X143 | HLTH CARE ALPH | 161 | $1.77 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 378 | $1.82 萬 | <0.1% | +378 | 新進 | – |
| OKEONEOK Inc | COM | 251 | $1.83 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 600 | $1.88 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 210 | $1.88 萬 | <0.1% | 00.0% | 不變 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 136 | $1.90 萬 | <0.1% | 00.0% | 不變 | – |
| TMToyota Motor Corp | ADS | 100 | $1.91 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NVSNovartis AG | ADR | 150 | $1.92 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RTXRTX Corp | Stock | 115 | $1.92 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 196 | $1.96 萬 | <0.1% | +37+23.3% | 加碼 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 130 | $2.00 萬 | <0.1% | −82−38.7% | 減碼 | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 450 | $2.03 萬 | <0.1% | 00.0% | 不變 | – |
| CVSCVS Health Corp | Stock | 270 | $2.04 萬 | <0.1% | +2+0.7% | 加碼 | 歷史 |
| HRBH&R Block Inc | COM | 406 | $2.05 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FFord Motor Co | Stock | 1,729 | $2.07 萬 | <0.1% | +8+0.5% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 250 | $2.10 萬 | <0.1% | −15−5.7% | 減碼 | 歷史 |
| DELLDell Technologies Inc. | Stock | 149 | $2.11 萬 | <0.1% | +74+98.7% | 加碼 | 歷史 |
| WisdomTree Tr97717W703 | INTL EQUITY FD | 320 | $2.12 萬 | <0.1% | 00.0% | 不變 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 46 | $2.13 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ProShares Tr74349Y837 | SHORT QQQ | 700 | $2.17 萬 | <0.1% | 00.0% | 不變 | – |
| HLTHilton Worldwide Holdings Inc. | COM | 85 | $2.21 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Admiral FDS Inc921932885 | MIDCP 400 IDX | 200 | $2.21 萬 | <0.1% | 00.0% | 不變 | – |
| HMCHonda Motor Co Ltd | ADR ECH CNV IN 3 | 718 | $2.21 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NEENextera Energy Inc | Stock | 293 | $2.21 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138G698 | S&P 500 REVENUE | 200 | $2.21 萬 | <0.1% | −100−33.3% | 減碼 | – |
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% | – |