Powers Advisory Group, LLC
- SEC CIK
- 0001927474
- 最新申報
- 2026/7/31
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/1/20 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 91
- 較 2022 年第 3 季 +2
- 總值
- $1.36 億
- 較 2022 年第 3 季 +$1,033 萬 (+8.2%)
| 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 | 383,542 | $1,732 萬 | 12.8% | +3,742+1.0% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 130,056 | $982.4 萬 | 7.2% | +5,191+4.2% | 加碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 148,307 | $738.9 萬 | 5.4% | +2,265+1.6% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 140,539 | $702.7 萬 | 5.2% | +4,767+3.5% | 加碼 | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 152,829 | $624.9 萬 | 4.6% | +490+0.3% | 加碼 | – |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 188,948 | $574.2 萬 | 4.2% | +1,556+0.8% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 157,615 | $507.7 萬 | 3.7% | +1,084+0.7% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 65,820 | $494.9 萬 | 3.6% | +674+1.0% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 15,008 | $359.9 萬 | 2.7% | −11−0.1% | 減碼 | 歷史 |
| WisdomTree Tr97717W794 | TRUE DEV INTL FD | 74,667 | $328.6 萬 | 2.4% | +1,466+2.0% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 50,992 | $283.3 萬 | 2.1% | +1,387+2.8% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 68,308 | $276.7 萬 | 2.0% | −202−0.3% | 減碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 34,989 | $271.2 萬 | 2.0% | +61+0.2% | 加碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 41,300 | $271.0 萬 | 2.0% | −68−0.2% | 減碼 | – |
| LMTLockheed Martin Corp | Stock | 4,613 | $224.4 萬 | 1.7% | −32−0.7% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 13,777 | $208.8 萬 | 1.5% | +54+0.4% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 12,535 | $177.7 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 6,735 | $177.5 萬 | 1.3% | +64+1.0% | 加碼 | 歷史 |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 42,446 | $174.6 萬 | 1.3% | +1,268+3.1% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 9,807 | $173.2 萬 | 1.3% | +44+0.5% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 11,896 | $154.6 萬 | 1.1% | +11+0.1% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 9,111 | $142.9 萬 | 1.1% | +25+0.3% | 加碼 | 歷史 |
| SPDR Series Trust78464A292 | ST STR PFD ETF | 41,860 | $137.4 萬 | 1.0% | −318−0.8% | 減碼 | – |
| TGTTarget Corp | Stock | 9,094 | $135.5 萬 | 1.0% | +173+1.9% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 7,274 | $131.4 萬 | 1.0% | −28−0.4% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 3,551 | $129.9 萬 | 1.0% | −312−8.1% | 減碼 | 歷史 |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 42,769 | $121.6 萬 | 0.9% | +783+1.9% | 加碼 | – |
| GISGeneral Mills Inc | Stock | 14,456 | $121.2 萬 | 0.9% | −139−1.0% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 17,777 | $113.1 萬 | 0.8% | +196+1.1% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 15,178 | $108.4 萬 | 0.8% | −16−0.1% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 2,509 | $107.6 萬 | 0.8% | −132−5.0% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 9,031 | $99.6 萬 | 0.7% | +55+0.6% | 加碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 12,785 | $96.2 萬 | 0.7% | −1,764−12.1% | 減碼 | – |
| CLXClorox Co | Stock | 6,723 | $94.3 萬 | 0.7% | +52+0.8% | 加碼 | 歷史 |
| PAYXPaychex Inc | Stock | 7,951 | $91.9 萬 | 0.7% | +35+0.4% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 4,949 | $88.8 萬 | 0.7% | +25+0.5% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 11,101 | $82.5 萬 | 0.6% | −95−0.8% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 5,763 | $77.3 萬 | 0.6% | +34+0.6% | 加碼 | 歷史 |
| SYYSysco Corp | Stock | 9,906 | $75.7 萬 | 0.6% | −251−2.5% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 9,551 | $75.3 萬 | 0.6% | +93+1.0% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 7,250 | $71.9 萬 | 0.5% | +31+0.4% | 加碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 5,048 | $68.5 萬 | 0.5% | +32+0.6% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 6,397 | $65.9 萬 | 0.5% | +77+1.2% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,707 | $65.3 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 12,704 | $65.3 萬 | 0.5% | +30.0% | 加碼 | – |
| PFEPfizer Inc | Stock | 12,709 | $65.1 萬 | 0.5% | +70+0.6% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,444 | $65.1 萬 | 0.5% | 00.0% | 不變 | – |
| USBUS Bancorp DE | COM NEW | 14,349 | $62.6 萬 | 0.5% | +876+6.5% | 加碼 | 歷史 |
| EDConsolidated Edison Inc | Stock | 6,274 | $59.8 萬 | 0.4% | +32+0.5% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 3,391 | $59.0 萬 | 0.4% | +65+2.0% | 加碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 10,995 | $55.4 萬 | 0.4% | −330−2.9% | 減碼 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 5,827 | $54.1 萬 | 0.4% | +17+0.3% | 加碼 | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 11,791 | $53.8 萬 | 0.4% | −310−2.6% | 減碼 | – |
| ORealty Income Corp | REIT | 8,457 | $53.6 萬 | 0.4% | +119+1.4% | 加碼 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 16,924 | $51.7 萬 | 0.4% | −6,852−28.8% | 減碼 | – |
| MOAltria Group, Inc. | Stock | 11,209 | $51.2 萬 | 0.4% | +53+0.5% | 加碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 19,997 | $48.2 萬 | 0.4% | +175+0.9% | 加碼 | 歷史 |
| KKellanova | Stock | 6,726 | $47.9 萬 | 0.4% | −87−1.3% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 24,440 | $45.0 萬 | 0.3% | −1,277−5.0% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 4,440 | $44.9 萬 | 0.3% | +39+0.9% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 16,469 | $43.5 萬 | 0.3% | −837−4.8% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 5,122 | $43.0 萬 | 0.3% | −519−9.2% | 減碼 | 歷史 |
| BPBP PLC | ADR | 12,197 | $42.6 萬 | 0.3% | −620−4.8% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 10,499 | $41.4 萬 | 0.3% | −621−5.6% | 減碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 1,238 | $41.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PSXPhillips 66 | Stock | 3,836 | $39.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| BLKBlackRock, Inc. | COM | 550 | $39.0 萬 | 0.3% | −10−1.8% | 減碼 | 歷史 |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 6,015 | $37.3 萬 | 0.3% | −2,306−27.7% | 減碼 | – |
| MMM3M Co | Stock | 3,088 | $37.0 萬 | 0.3% | −304−9.0% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,131 | $35.7 萬 | 0.3% | +4+0.4% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 3,781 | $35.2 萬 | 0.3% | +16+0.4% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 3,094 | $34.3 萬 | 0.3% | +19+0.6% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 986 | $30.4 萬 | 0.2% | +986 | 新進 | 歷史 |
| AFLAflac Inc | Stock | 4,043 | $29.1 萬 | 0.2% | +9+0.2% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 3,278 | $28.9 萬 | 0.2% | −402−10.9% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,441 | $28.7 萬 | 0.2% | +23+1.6% | 加碼 | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 7,665 | $28.6 萬 | 0.2% | −797−9.4% | 減碼 | 歷史 |
| Pgim ETF Tr69344A206 | ACTV HY BD ETF | 8,420 | $28.3 萬 | 0.2% | −4,700−35.8% | 減碼 | – |
| TDToronto Dominion Bank | Stock | 4,267 | $27.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DDominion Energy, Inc | Stock | 4,393 | $26.9 萬 | 0.2% | −10.0% | 減碼 | 歷史 |
| ENBEnbridge Inc | Stock | 6,868 | $26.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ABTAbbott Laboratories | Stock | 2,367 | $26.0 萬 | 0.2% | +7+0.3% | 加碼 | 歷史 |
| CAHCardinal Health Inc | Stock | 3,085 | $23.7 萬 | 0.2% | −67−2.1% | 減碼 | 歷史 |
| AEEAmeren Corp | COM | 2,647 | $23.5 萬 | 0.2% | −9−0.3% | 減碼 | 歷史 |
| GSKGSK plc | ADR | 6,547 | $23.0 萬 | 0.2% | +6,547 | 新進 | 歷史 |
| WFCWells Fargo & Company | Stock | 5,535 | $22.9 萬 | 0.2% | +24+0.4% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 846 | $22.2 萬 | 0.2% | +846 | 新進 | 歷史 |
| VVisa Inc. | Stock | 1,056 | $21.9 萬 | 0.2% | +1,056 | 新進 | 歷史 |
| ADBEAdobe Inc. | Stock | 647 | $21.8 萬 | 0.2% | +647 | 新進 | 歷史 |
| DRIDarden Restaurants Inc | COM | 1,543 | $21.3 萬 | 0.2% | −123−7.4% | 減碼 | 歷史 |
| HBIHanesbrands Inc. | COM | 20,394 | $13.0 萬 | 0.1% | −1,211−5.6% | 減碼 | 歷史 |
2022 年第 3 季之後清倉（3 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。