Powers Advisory Group, LLC
- SEC CIK
- 0001927474
- 最新申報
- 2026/7/31
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/7/19 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 92
- 較 2022 年第 1 季 +1
- 總值
- $1.30 億
- 較 2022 年第 1 季 −$1,369 萬 (−9.5%)
| 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 | 366,659 | $1,638 萬 | 12.6% | +6,425+1.8% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 113,723 | $814.6 萬 | 6.3% | +9,312+8.9% | 加碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 144,164 | $728.8 萬 | 5.6% | +5,107+3.7% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 127,656 | $608.2 萬 | 4.7% | +10,173+8.7% | 加碼 | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 144,591 | $586.3 萬 | 4.5% | +5,553+4.0% | 加碼 | – |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 182,774 | $550.3 萬 | 4.2% | +5,674+3.2% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 62,816 | $479.0 萬 | 3.7% | −3,872−5.8% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 142,143 | $447.0 萬 | 3.4% | +7,072+5.2% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 14,944 | $383.8 萬 | 3.0% | −284−1.9% | 減碼 | 歷史 |
| WisdomTree Tr97717W794 | TRUE DEV INTL FD | 71,506 | $299.2 萬 | 2.3% | +2,391+3.5% | 加碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 35,737 | $286.0 萬 | 2.2% | +87+0.2% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 46,778 | $271.3 萬 | 2.1% | +2,182+4.9% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 64,797 | $252.6 萬 | 1.9% | +1,032+1.6% | 加碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 39,325 | $246.7 萬 | 1.9% | +300+0.8% | 加碼 | – |
| LMTLockheed Martin Corp | Stock | 4,669 | $200.7 萬 | 1.5% | −206−4.2% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 13,727 | $197.4 萬 | 1.5% | −562−3.9% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 9,648 | $171.3 萬 | 1.3% | −386−3.8% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 6,671 | $164.7 萬 | 1.3% | −288−4.1% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 11,876 | $162.4 萬 | 1.2% | +11+0.1% | 加碼 | 歷史 |
| SPDR Series Trust78464A292 | ST STR PFD ETF | 44,104 | $158.1 萬 | 1.2% | +2,693+6.5% | 加碼 | – |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 40,312 | $157.1 萬 | 1.2% | +2,770+7.4% | 加碼 | – |
| WMTWalmart Inc. | Stock | 12,551 | $152.6 萬 | 1.2% | −428−3.3% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 9,139 | $139.8 萬 | 1.1% | −556−5.7% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 3,855 | $125.0 萬 | 1.0% | −141−3.5% | 減碼 | 歷史 |
| TGTTarget Corp | Stock | 8,736 | $123.4 萬 | 0.9% | −70−0.8% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 7,268 | $121.1 萬 | 0.9% | −240−3.2% | 減碼 | 歷史 |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 41,165 | $116.2 萬 | 0.9% | +2,155+5.5% | 加碼 | – |
| GISGeneral Mills Inc | Stock | 14,798 | $111.7 萬 | 0.9% | −341−2.3% | 減碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 14,493 | $111.3 萬 | 0.9% | −3,089−17.6% | 減碼 | – |
| KOCoca Cola Co | Stock | 17,137 | $107.8 萬 | 0.8% | −241−1.4% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 15,097 | $107.7 萬 | 0.8% | −377−2.4% | 減碼 | 歷史 |
| CLXClorox Co | Stock | 6,498 | $91.6 萬 | 0.7% | −218−3.2% | 減碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 11,709 | $90.9 萬 | 0.7% | −466−3.8% | 減碼 | – |
| PAYXPaychex Inc | Stock | 7,885 | $89.8 萬 | 0.7% | −473−5.7% | 減碼 | 歷史 |
| SYYSysco Corp | Stock | 10,119 | $85.7 萬 | 0.7% | −453−4.3% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 381 | $83.3 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| DEDeere & Co | Stock | 2,636 | $78.9 萬 | 0.6% | +4+0.2% | 加碼 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 23,717 | $78.0 萬 | 0.6% | +51+0.2% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 8,920 | $76.4 萬 | 0.6% | −77−0.9% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 9,422 | $75.5 萬 | 0.6% | −289−3.0% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 4,911 | $71.1 萬 | 0.5% | −106−2.1% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,444 | $68.5 萬 | 0.5% | 00.0% | 不變 | – |
| KMBKimberly Clark Corp | Stock | 4,950 | $66.9 萬 | 0.5% | −157−3.1% | 減碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 6,234 | $66.8 萬 | 0.5% | −252−3.9% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 12,732 | $66.8 萬 | 0.5% | −309−2.4% | 減碼 | 歷史 |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 12,699 | $65.4 萬 | 0.5% | −2,193−14.7% | 減碼 | – |
| INTCIntel Corp | Stock | 17,448 | $65.3 萬 | 0.5% | −236−1.3% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,707 | $64.4 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 5,450 | $61.4 萬 | 0.5% | +127+2.4% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 3,282 | $59.9 萬 | 0.5% | +20+0.6% | 加碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 12,993 | $59.8 萬 | 0.5% | +290+2.3% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 5,621 | $59.7 萬 | 0.5% | +121+2.2% | 加碼依 20 比 1 拆股換算 | 歷史 |
| EDConsolidated Edison Inc | Stock | 6,211 | $59.1 萬 | 0.5% | −533−7.9% | 減碼 | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 12,110 | $58.0 萬 | 0.4% | −3,727−23.5% | 減碼 | – |
| ORealty Income Corp | REIT | 8,208 | $56.0 萬 | 0.4% | +148+1.8% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 10,783 | $54.7 萬 | 0.4% | +375+3.6% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 7,125 | $54.4 萬 | 0.4% | +71+1.0% | 加碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 11,281 | $51.7 萬 | 0.4% | −247−2.1% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 24,391 | $51.1 萬 | 0.4% | −395−1.6% | 減碼 | 歷史 |
| KKellanova | Stock | 6,856 | $48.9 萬 | 0.4% | −381−5.3% | 減碼 | 歷史 |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 8,262 | $48.8 萬 | 0.4% | −1,541−15.7% | 減碼 | – |
| EPDEnterprise Products Partners L.P. | Stock | 19,936 | $48.6 萬 | 0.4% | +268+1.4% | 加碼 | 歷史 |
| Pgim ETF Tr69344A206 | ACTV HY BD ETF | 13,899 | $47.3 萬 | 0.4% | +170+1.2% | 加碼 | – |
| MOAltria Group, Inc. | Stock | 11,033 | $46.1 萬 | 0.4% | −202−1.8% | 減碼 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 5,791 | $44.9 萬 | 0.3% | −55−0.9% | 減碼 | 歷史 |
| MMM3M Co | Stock | 3,357 | $43.4 萬 | 0.3% | +231+7.4% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 4,366 | $43.1 萬 | 0.3% | −260−5.6% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 184 | $40.1 萬 | 0.3% | +22+13.6% | 加碼 | 歷史 |
| GSKGSK plc | SPONSORED ADR | 8,769 | $38.2 萬 | 0.3% | −363−4.0% | 減碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 1,238 | $38.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| BPBP PLC | ADR | 12,823 | $36.4 萬 | 0.3% | −712−5.3% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 3,818 | $35.4 萬 | 0.3% | +17+0.4% | 加碼 | 歷史 |
| DDominion Energy, Inc | Stock | 4,367 | $34.9 萬 | 0.3% | +28+0.6% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 541 | $33.0 萬 | 0.3% | +53+10.9% | 加碼 | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 8,698 | $33.0 萬 | 0.3% | −251−2.8% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,053 | $28.9 萬 | 0.2% | +4+0.4% | 加碼 | 歷史 |
| ENBEnbridge Inc | Stock | 6,753 | $28.5 萬 | 0.2% | −100−1.5% | 減碼 | 歷史 |
| TDToronto Dominion Bank | Stock | 4,267 | $28.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 3,002 | $27.4 萬 | 0.2% | +19+0.6% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,555 | $25.7 萬 | 0.2% | −20−1.3% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 2,352 | $25.6 萬 | 0.2% | −260−10.0% | 減碼 | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 9,720 | $24.7 萬 | 0.2% | −1,137−10.5% | 減碼 | – |
| LOWLowes Companies Inc | Stock | 1,414 | $24.7 萬 | 0.2% | +2+0.1% | 加碼 | 歷史 |
| AEEAmeren Corp | COM | 2,646 | $23.9 萬 | 0.2% | +9+0.3% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 637 | $23.3 萬 | 0.2% | +68+12.0% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 5,755 | $22.5 萬 | 0.2% | −90−1.5% | 減碼 | 歷史 |
| AFLAflac Inc | Stock | 4,023 | $22.3 萬 | 0.2% | +11+0.3% | 加碼 | 歷史 |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 4,349 | $22.3 萬 | 0.2% | +36+0.8% | 加碼 | – |
| HBIHanesbrands Inc. | COM | 20,809 | $21.4 萬 | 0.2% | +1,057+5.4% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 1,054 | $20.7 萬 | 0.2% | +1,054 | 新進 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,440 | $20.3 萬 | 0.2% | +1,440 | 新進 | 歷史 |
| BUDAnheuser-Busch InBev SA/NV | ADR | 3,731 | $20.1 萬 | 0.2% | −50−1.3% | 減碼 | 歷史 |
2022 年第 1 季之後清倉（1 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。