Powers Advisory Group, LLC
- SEC CIK
- 0001927474
- 最新申報
- 2026/7/31
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/10/14 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 89
- 較 2022 年第 2 季 −3
- 總值
- $1.25 億
- 較 2022 年第 2 季 −$465.3 萬 (−3.6%)
| 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 | 379,800 | $1,609 萬 | 12.8% | +13,141+3.6% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 124,865 | $829.5 萬 | 6.6% | +11,142+9.8% | 加碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 146,042 | $719.7 萬 | 5.7% | +1,878+1.3% | 加碼 | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 152,339 | $608.4 萬 | 4.9% | +7,748+5.4% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 135,772 | $603.8 萬 | 4.8% | +8,116+6.4% | 加碼 | – |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 187,392 | $567.8 萬 | 4.5% | +4,618+2.5% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 65,146 | $483.9 萬 | 3.9% | +2,330+3.7% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 156,531 | $440.3 萬 | 3.5% | +14,388+10.1% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 15,019 | $349.8 萬 | 2.8% | +75+0.5% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 49,605 | $276.8 萬 | 2.2% | +2,827+6.0% | 加碼 | – |
| WisdomTree Tr97717W794 | TRUE DEV INTL FD | 73,201 | $273.9 萬 | 2.2% | +1,695+2.4% | 加碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 34,928 | $264.3 萬 | 2.1% | −809−2.3% | 減碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 68,510 | $259.0 萬 | 2.1% | +3,713+5.7% | 加碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 41,368 | $250.4 萬 | 2.0% | +2,043+5.2% | 加碼 | – |
| LMTLockheed Martin Corp | Stock | 4,645 | $179.4 萬 | 1.4% | −24−0.5% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 13,723 | $173.2 萬 | 1.4% | −40.0% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 11,885 | $164.3 萬 | 1.3% | +9+0.1% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 12,535 | $162.6 萬 | 1.3% | −16−0.1% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 9,763 | $159.5 萬 | 1.3% | +115+1.2% | 加碼 | 歷史 |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 41,178 | $155.1 萬 | 1.2% | +866+2.1% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 6,671 | $153.9 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A292 | ST STR PFD ETF | 42,178 | $147.0 萬 | 1.2% | −1,926−4.4% | 減碼 | – |
| WMWaste Management Inc | Stock | 9,086 | $145.6 萬 | 1.2% | −53−0.6% | 減碼 | 歷史 |
| TGTTarget Corp | Stock | 8,921 | $132.4 萬 | 1.1% | +185+2.1% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 3,863 | $124.9 萬 | 1.0% | +8+0.2% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 7,302 | $119.2 萬 | 1.0% | +34+0.5% | 加碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 14,595 | $111.8 萬 | 0.9% | −203−1.4% | 減碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 14,549 | $108.9 萬 | 0.9% | +56+0.4% | 加碼 | – |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 41,986 | $108.1 萬 | 0.9% | +821+2.0% | 加碼 | – |
| SOSouthern Co | Stock | 15,194 | $103.3 萬 | 0.8% | +97+0.6% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 17,581 | $98.5 萬 | 0.8% | +444+2.6% | 加碼 | 歷史 |
| PAYXPaychex Inc | Stock | 7,916 | $88.8 萬 | 0.7% | +31+0.4% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 2,641 | $88.2 萬 | 0.7% | +5+0.2% | 加碼 | 歷史 |
| CLXClorox Co | Stock | 6,671 | $85.6 萬 | 0.7% | +173+2.7% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 11,196 | $82.3 萬 | 0.7% | −513−4.4% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 8,976 | $78.4 萬 | 0.6% | +56+0.6% | 加碼 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 23,776 | $75.3 萬 | 0.6% | +59+0.2% | 加碼 | – |
| SYYSysco Corp | Stock | 10,157 | $71.8 萬 | 0.6% | +38+0.4% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 4,924 | $70.7 萬 | 0.6% | +13+0.3% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 9,458 | $66.4 萬 | 0.5% | +36+0.4% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,444 | $65.3 萬 | 0.5% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 5,641 | $63.7 萬 | 0.5% | +20+0.4% | 加碼 | 歷史 |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 12,701 | $63.7 萬 | 0.5% | +20.0% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,707 | $61.0 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| SBUXStarbucks Corp | Stock | 7,219 | $60.8 萬 | 0.5% | +94+1.3% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 5,729 | $59.9 萬 | 0.5% | +279+5.1% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 6,320 | $58.8 萬 | 0.5% | +86+1.4% | 加碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 5,016 | $56.5 萬 | 0.5% | +66+1.3% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 12,639 | $55.3 萬 | 0.4% | −93−0.7% | 減碼 | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 12,101 | $54.8 萬 | 0.4% | −9−0.1% | 減碼 | – |
| USBUS Bancorp DE | COM NEW | 13,473 | $54.3 萬 | 0.4% | +480+3.7% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 3,326 | $53.7 萬 | 0.4% | +44+1.3% | 加碼 | 歷史 |
| EDConsolidated Edison Inc | Stock | 6,242 | $53.5 萬 | 0.4% | +31+0.5% | 加碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 11,325 | $49.6 萬 | 0.4% | +44+0.4% | 加碼 | 歷史 |
| ORealty Income Corp | REIT | 8,338 | $48.5 萬 | 0.4% | +130+1.6% | 加碼 | 歷史 |
| KKellanova | Stock | 6,813 | $47.5 萬 | 0.4% | −43−0.6% | 減碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 19,822 | $47.1 萬 | 0.4% | −114−0.6% | 減碼 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 5,810 | $46.7 萬 | 0.4% | +19+0.3% | 加碼 | 歷史 |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 8,321 | $46.0 萬 | 0.4% | +59+0.7% | 加碼 | – |
| MOAltria Group, Inc. | Stock | 11,156 | $45.0 萬 | 0.4% | +123+1.1% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 17,306 | $44.6 萬 | 0.4% | −142−0.8% | 減碼 | 歷史 |
| Pgim ETF Tr69344A206 | ACTV HY BD ETF | 13,120 | $43.1 萬 | 0.3% | −779−5.6% | 減碼 | – |
| VZVerizon Communications Inc | Stock | 11,120 | $42.2 萬 | 0.3% | +337+3.1% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 25,717 | $39.4 萬 | 0.3% | +1,326+5.4% | 加碼 | 歷史 |
| MMM3M Co | Stock | 3,392 | $37.5 萬 | 0.3% | +35+1.0% | 加碼 | 歷史 |
| BPBP PLC | ADR | 12,817 | $36.6 萬 | 0.3% | −60.0% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 4,401 | $36.5 萬 | 0.3% | +35+0.8% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 3,765 | $35.9 萬 | 0.3% | −53−1.4% | 減碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 1,238 | $35.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 3,680 | $35.2 萬 | 0.3% | 00.0% | 不變依 20 比 1 拆股換算 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,127 | $31.1 萬 | 0.2% | +74+7.0% | 加碼 | 歷史 |
| PSXPhillips 66 | Stock | 3,836 | $31.0 萬 | 0.2% | +3,836 | 新進 | 歷史 |
| BLKBlackRock, Inc. | COM | 560 | $30.8 萬 | 0.2% | +19+3.5% | 加碼 | 歷史 |
| DDominion Energy, Inc | Stock | 4,394 | $30.4 萬 | 0.2% | +27+0.6% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,418 | $26.6 萬 | 0.2% | +4+0.3% | 加碼 | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 8,462 | $26.6 萬 | 0.2% | −236−2.7% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 3,075 | $26.5 萬 | 0.2% | +73+2.4% | 加碼 | 歷史 |
| TDToronto Dominion Bank | Stock | 4,267 | $26.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ENBEnbridge Inc | Stock | 6,868 | $25.5 萬 | 0.2% | +115+1.7% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 2,360 | $22.8 萬 | 0.2% | +8+0.3% | 加碼 | 歷史 |
| AFLAflac Inc | Stock | 4,034 | $22.7 萬 | 0.2% | +11+0.3% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,580 | $22.7 萬 | 0.2% | +25+1.6% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 5,511 | $22.2 萬 | 0.2% | −244−4.2% | 減碼 | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 9,720 | $21.8 萬 | 0.2% | 00.0% | 不變 | – |
| AEEAmeren Corp | COM | 2,656 | $21.4 萬 | 0.2% | +10+0.4% | 加碼 | 歷史 |
| CAHCardinal Health Inc | Stock | 3,152 | $21.0 萬 | 0.2% | +3,152 | 新進 | 歷史 |
| DRIDarden Restaurants Inc | COM | 1,666 | $21.0 萬 | 0.2% | +1,666 | 新進 | 歷史 |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 4,388 | $21.0 萬 | 0.2% | +39+0.9% | 加碼 | – |
| HBIHanesbrands Inc. | COM | 21,605 | $15.0 萬 | 0.1% | +796+3.8% | 加碼 | 歷史 |
2022 年第 2 季之後清倉（6 檔）
2022 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 2 季股數 | 2022 年第 2 季市值 | 2022 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| GOOGAlphabet Inc. | Stock | 381 | $83.3 萬 | 0.6% | 歷史 |
| GSKGSK plc | SPONSORED ADR | 8,769 | $38.2 萬 | 0.3% | 歷史 |
| ADBEAdobe Inc. | Stock | 637 | $23.3 萬 | 0.2% | 歷史 |
| VVisa Inc. | Stock | 1,054 | $20.7 萬 | 0.2% | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,440 | $20.3 萬 | 0.2% | 歷史 |
| BUDAnheuser-Busch InBev SA/NV | ADR | 3,731 | $20.1 萬 | 0.2% | 歷史 |