Powers Advisory Group, LLC
- SEC CIK
- 0001927474
- 最新申報
- 2026/7/31
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/5/11 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 91
- 較 2021 年第 4 季 0
- 總值
- $1.44 億
- 較 2021 年第 4 季 +$184.1 萬 (+1.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap ETF808524201 | ETF | 360,234 | $1,940 萬 | 13.5% | +18,474+5.4% | 加碼依 2 比 1 拆股換算 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 104,411 | $823.7 萬 | 5.7% | +11,655+12.6% | 加碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 139,057 | $719.2 萬 | 5.0% | +68,139+96.1% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 117,483 | $627.5 萬 | 4.4% | +18,209+18.3% | 加碼 | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 139,038 | $611.2 萬 | 4.3% | +34,346+32.8% | 加碼 | – |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 177,100 | $540.0 萬 | 3.8% | +177,100 | 新進 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 66,688 | $520.8 萬 | 3.6% | −6,574−9.0% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 135,071 | $496.0 萬 | 3.5% | +12,549+10.2% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 15,228 | $469.5 萬 | 3.3% | +95+0.6% | 加碼 | 歷史 |
| WisdomTree Tr97717W794 | TRUE DEV INTL FD | 69,115 | $336.0 萬 | 2.3% | +1,297+1.9% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 44,596 | $333.7 萬 | 2.3% | +5,402+13.8% | 加碼依 2 比 1 拆股換算 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 35,650 | $306.7 萬 | 2.1% | −6,118−14.6% | 減碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 63,765 | $302.0 萬 | 2.1% | +8,135+14.6% | 加碼依 2 比 1 拆股換算 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 39,025 | $296.0 萬 | 2.1% | +3,547+10.0% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 14,289 | $218.3 萬 | 1.5% | +260+1.9% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 4,875 | $215.2 萬 | 1.5% | +68+1.4% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 11,865 | $207.2 萬 | 1.4% | +617+5.5% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 12,979 | $193.3 萬 | 1.3% | +181+1.4% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 8,806 | $186.9 萬 | 1.3% | +98+1.1% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 10,034 | $177.8 萬 | 1.2% | +153+1.5% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 6,959 | $172.1 萬 | 1.2% | +88+1.3% | 加碼 | 歷史 |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 37,542 | $166.8 萬 | 1.2% | −2,510−6.3% | 減碼 | – |
| SPDR Series Trust78464A292 | ST STR PFD ETF | 41,411 | $161.5 萬 | 1.1% | +4,489+12.2% | 加碼 | – |
| WMWaste Management Inc | Stock | 9,695 | $153.7 萬 | 1.1% | +23+0.2% | 加碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 17,582 | $137.0 萬 | 1.0% | −1,354−7.2% | 減碼 | – |
| PEPPepsiCo Inc | Stock | 7,508 | $125.7 萬 | 0.9% | +45+0.6% | 加碼 | 歷史 |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 39,010 | $124.3 萬 | 0.9% | +715+1.9% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 3,996 | $114.4 萬 | 0.8% | −5−0.1% | 減碼 | 歷史 |
| PAYXPaychex Inc | Stock | 8,358 | $114.1 萬 | 0.8% | +311+3.9% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 15,474 | $112.2 萬 | 0.8% | +320+2.1% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 2,632 | $109.3 萬 | 0.8% | +96+3.8% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 17,378 | $107.7 萬 | 0.7% | +305+1.8% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 381 | $106.4 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| GISGeneral Mills Inc | Stock | 15,139 | $102.5 萬 | 0.7% | +295+2.0% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 12,175 | $99.7 萬 | 0.7% | −2,579−17.5% | 減碼 | – |
| CLXClorox Co | Stock | 6,716 | $93.4 萬 | 0.6% | +371+5.8% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 275 | $89.7 萬 | 0.6% | +24+9.6% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,444 | $88.6 萬 | 0.6% | 00.0% | 不變 | – |
| INTCIntel Corp | Stock | 17,684 | $87.6 萬 | 0.6% | +823+4.9% | 加碼 | 歷史 |
| SYYSysco Corp | Stock | 10,572 | $86.3 萬 | 0.6% | +43+0.4% | 加碼 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 23,666 | $86.2 萬 | 0.6% | −220−0.9% | 減碼 | – |
| CVXChevron Corp | Stock | 5,017 | $81.7 萬 | 0.6% | +25+0.5% | 加碼 | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 15,837 | $80.1 萬 | 0.6% | −151,951−90.6% | 減碼 | – |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 14,892 | $78.9 萬 | 0.5% | +8+0.1% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,707 | $77.1 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 8,997 | $74.3 萬 | 0.5% | +454+5.3% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 9,711 | $73.6 萬 | 0.5% | +39+0.4% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 5,323 | $72.6 萬 | 0.5% | +167+3.2% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 6,486 | $72.4 萬 | 0.5% | +184+2.9% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 3,262 | $70.0 萬 | 0.5% | +18+0.6% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 13,041 | $67.5 萬 | 0.5% | +224+1.7% | 加碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 12,703 | $67.5 萬 | 0.5% | +479+3.9% | 加碼 | 歷史 |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 9,803 | $64.4 萬 | 0.4% | +4,239+76.2% | 加碼 | – |
| SBUXStarbucks Corp | Stock | 7,054 | $64.2 萬 | 0.4% | +858+13.8% | 加碼 | 歷史 |
| EDConsolidated Edison Inc | Stock | 6,744 | $63.9 萬 | 0.4% | +36+0.5% | 加碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 5,107 | $62.9 萬 | 0.4% | +104+2.1% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 11,235 | $58.7 萬 | 0.4% | +119+1.1% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 24,786 | $58.6 萬 | 0.4% | +951+4.0% | 加碼 | 歷史 |
| ORealty Income Corp | REIT | 8,060 | $55.9 萬 | 0.4% | +200+2.5% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 10,408 | $53.0 萬 | 0.4% | +433+4.3% | 加碼 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 5,846 | $52.8 萬 | 0.4% | +70+1.2% | 加碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 11,528 | $52.5 萬 | 0.4% | +171+1.5% | 加碼 | 歷史 |
| Pgim ETF Tr69344A206 | ACTV HY BD ETF | 13,729 | $52.4 萬 | 0.4% | +16+0.1% | 加碼 | – |
| EPDEnterprise Products Partners L.P. | Stock | 19,668 | $50.8 萬 | 0.4% | +283+1.5% | 加碼 | 歷史 |
| KKellanova | Stock | 7,237 | $46.7 萬 | 0.3% | +292+4.2% | 加碼 | 歷史 |
| MMM3M Co | Stock | 3,126 | $46.5 萬 | 0.3% | +362+13.1% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 162 | $45.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 4,626 | $43.5 萬 | 0.3% | +33+0.7% | 加碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 1,238 | $42.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 8,949 | $40.1 萬 | 0.3% | −273−3.0% | 減碼 | 歷史 |
| BPBP PLC | ADR | 13,535 | $39.8 萬 | 0.3% | +134+1.0% | 加碼 | 歷史 |
| GSKGSK plc | SPONSORED ADR | 9,132 | $39.8 萬 | 0.3% | +63+0.7% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 3,801 | $38.5 萬 | 0.3% | +14+0.4% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 488 | $37.3 萬 | 0.3% | +133+37.5% | 加碼 | 歷史 |
| DDominion Energy, Inc | Stock | 4,339 | $36.9 萬 | 0.3% | +26+0.6% | 加碼 | 歷史 |
| TDToronto Dominion Bank | Stock | 4,267 | $33.9 萬 | 0.2% | +185+4.5% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,575 | $33.4 萬 | 0.2% | +627+66.1% | 加碼 | 歷史 |
| ENBEnbridge Inc | Stock | 6,853 | $31.6 萬 | 0.2% | +85+1.3% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,049 | $31.4 萬 | 0.2% | +81+8.4% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 2,612 | $30.9 萬 | 0.2% | +7+0.3% | 加碼 | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 10,857 | $30.1 萬 | 0.2% | +143+1.3% | 加碼 | – |
| HBIHanesbrands Inc. | COM | 19,752 | $29.4 萬 | 0.2% | +6,384+47.8% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,412 | $28.5 萬 | 0.2% | +2+0.1% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 5,845 | $28.3 萬 | 0.2% | −491−7.7% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 569 | $25.9 萬 | 0.2% | +569 | 新進 | 歷史 |
| AFLAflac Inc | Stock | 4,012 | $25.8 萬 | 0.2% | +12+0.3% | 加碼 | 歷史 |
| AEEAmeren Corp | COM | 2,637 | $24.7 萬 | 0.2% | +9+0.3% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 2,983 | $24.5 萬 | 0.2% | +135+4.7% | 加碼 | 歷史 |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 4,313 | $23.8 萬 | 0.2% | −5,659−56.7% | 減碼 | – |
| BUDAnheuser-Busch InBev SA/NV | ADR | 3,781 | $22.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DRIDarden Restaurants Inc | COM | 1,666 | $22.2 萬 | 0.2% | +9+0.5% | 加碼 | 歷史 |
2021 年第 4 季之後清倉（2 檔）
2021 年第 4 季季末還持有、這份申報已經沒有的部位。