Powers Advisory Group, LLC
- SEC CIK
- 0001927474
- 最新申報
- 2026/7/31
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/4/13 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 93
- 較 2022 年第 4 季 +2
- 總值
- $1.43 億
- 較 2022 年第 4 季 +$738.4 萬 (+5.4%)
| 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 | 392,067 | $1,896 萬 | 13.3% | +8,525+2.2% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 145,157 | $1,062 萬 | 7.4% | +15,101+11.6% | 加碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 157,784 | $797.4 萬 | 5.6% | +9,477+6.4% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 151,008 | $754.9 萬 | 5.3% | +10,469+7.4% | 加碼 | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 161,109 | $671.5 萬 | 4.7% | +8,280+5.4% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 158,662 | $552.1 萬 | 3.9% | +1,047+0.7% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 70,269 | $535.7 萬 | 3.7% | +4,449+6.8% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 63,723 | $470.5 萬 | 3.3% | +63,723 | 新進 | – |
| MSFTMicrosoft Corp | Stock | 15,002 | $432.5 萬 | 3.0% | −60.0% | 減碼 | 歷史 |
| WisdomTree Tr97717W794 | TRUE DEV INTL FD | 79,748 | $372.4 萬 | 2.6% | +5,081+6.8% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 52,189 | $340.1 萬 | 2.4% | +1,197+2.3% | 加碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 37,090 | $297.5 萬 | 2.1% | +2,101+6.0% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 70,923 | $297.4 萬 | 2.1% | +2,615+3.8% | 加碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 42,938 | $291.3 萬 | 2.0% | +1,638+4.0% | 加碼 | – |
| LMTLockheed Martin Corp | Stock | 4,651 | $219.8 萬 | 1.5% | +38+0.8% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 13,695 | $203.6 萬 | 1.4% | −82−0.6% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 11,906 | $196.3 萬 | 1.4% | +10+0.1% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 6,730 | $188.2 萬 | 1.3% | −5−0.1% | 減碼 | 歷史 |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 45,786 | $187.6 萬 | 1.3% | +3,340+7.9% | 加碼 | – |
| WMTWalmart Inc. | Stock | 12,420 | $183.1 萬 | 1.3% | −115−0.9% | 減碼 | 歷史 |
| SPDR Series Trust78464A292 | ST STR PFD ETF | 45,764 | $155.4 萬 | 1.1% | +3,904+9.3% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 9,884 | $153.2 萬 | 1.1% | +77+0.8% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 9,132 | $149.0 萬 | 1.0% | +21+0.2% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 8,996 | $149.0 萬 | 1.0% | −98−1.1% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 7,245 | $132.1 萬 | 0.9% | −29−0.4% | 減碼 | 歷史 |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 45,564 | $130.1 萬 | 0.9% | +2,795+6.5% | 加碼 | – |
| GISGeneral Mills Inc | Stock | 14,420 | $123.2 萬 | 0.9% | −36−0.2% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 3,546 | $121.8 萬 | 0.9% | −5−0.1% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 17,881 | $110.9 萬 | 0.8% | +104+0.6% | 加碼 | 歷史 |
| CLXClorox Co | Stock | 6,757 | $106.9 萬 | 0.7% | +34+0.5% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 15,282 | $106.3 萬 | 0.7% | +104+0.7% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 9,647 | $105.8 萬 | 0.7% | +616+6.8% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 2,429 | $100.3 萬 | 0.7% | −80−3.2% | 減碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 12,807 | $98.0 萬 | 0.7% | +22+0.2% | 加碼 | – |
| PAYXPaychex Inc | Stock | 7,987 | $91.5 萬 | 0.6% | +36+0.5% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 11,126 | $85.4 萬 | 0.6% | +25+0.2% | 加碼 | – |
| CVXChevron Corp | Stock | 4,977 | $81.2 萬 | 0.6% | +28+0.6% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,444 | $78.4 萬 | 0.5% | 00.0% | 不變 | – |
| SYYSysco Corp | Stock | 9,948 | $76.8 萬 | 0.5% | +42+0.4% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 7,280 | $75.8 萬 | 0.5% | +30+0.4% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 5,686 | $74.1 萬 | 0.5% | −77−1.3% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 9,515 | $71.5 萬 | 0.5% | −36−0.4% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,707 | $69.9 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| KMBKimberly Clark Corp | Stock | 5,075 | $68.1 萬 | 0.5% | +27+0.5% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 3,460 | $67.1 萬 | 0.5% | +69+2.0% | 加碼 | 歷史 |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 12,706 | $66.4 萬 | 0.5% | +20.0% | 加碼 | – |
| DUKDuke Energy CORP | Stock | 6,482 | $62.5 萬 | 0.4% | +85+1.3% | 加碼 | 歷史 |
| EDConsolidated Edison Inc | Stock | 6,307 | $60.3 萬 | 0.4% | +33+0.5% | 加碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 10,928 | $56.7 萬 | 0.4% | −67−0.6% | 減碼 | 歷史 |
| ORealty Income Corp | REIT | 8,513 | $53.9 萬 | 0.4% | +56+0.7% | 加碼 | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 11,481 | $53.9 萬 | 0.4% | −310−2.6% | 減碼 | – |
| EPDEnterprise Products Partners L.P. | Stock | 20,170 | $52.2 萬 | 0.4% | +173+0.9% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 5,052 | $52.2 萬 | 0.4% | −70−1.4% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 12,773 | $52.1 萬 | 0.4% | +64+0.5% | 加碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 14,391 | $51.9 萬 | 0.4% | +42+0.3% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 15,840 | $51.7 萬 | 0.4% | −629−3.8% | 減碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 11,344 | $50.6 萬 | 0.4% | +135+1.2% | 加碼 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 16,052 | $50.1 萬 | 0.4% | −872−5.2% | 減碼 | – |
| TAT&T Inc. | Stock | 24,667 | $47.5 萬 | 0.3% | +227+0.9% | 加碼 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 5,739 | $45.7 萬 | 0.3% | −88−1.5% | 減碼 | 歷史 |
| BPBP PLC | ADR | 11,881 | $45.1 萬 | 0.3% | −316−2.6% | 減碼 | 歷史 |
| KKellanova | Stock | 6,722 | $45.0 萬 | 0.3% | −4−0.1% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 4,422 | $43.0 萬 | 0.3% | −18−0.4% | 減碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 1,238 | $41.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 10,488 | $40.8 萬 | 0.3% | −11−0.1% | 減碼 | 歷史 |
| PSXPhillips 66 | Stock | 3,836 | $38.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 6,050 | $37.4 萬 | 0.3% | +35+0.6% | 加碼 | – |
| BLKBlackRock, Inc. | COM | 553 | $37.0 萬 | 0.3% | +3+0.5% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 3,278 | $34.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,151 | $34.0 萬 | 0.2% | +20+1.8% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 3,110 | $33.1 萬 | 0.2% | +16+0.5% | 加碼 | 歷史 |
| MMM3M Co | Stock | 3,090 | $32.5 萬 | 0.2% | +2+0.1% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,444 | $28.9 萬 | 0.2% | +3+0.2% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 990 | $28.4 萬 | 0.2% | +4+0.4% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 3,801 | $28.2 萬 | 0.2% | +20+0.5% | 加碼 | 歷史 |
| Pgim ETF Tr69344A206 | ACTV HY BD ETF | 7,920 | $27.1 萬 | 0.2% | −500−5.9% | 減碼 | – |
| CRMSalesforce, Inc. | Stock | 1,345 | $26.9 萬 | 0.2% | +1,345 | 新進 | 歷史 |
| ENBEnbridge Inc | Stock | 6,868 | $26.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AFLAflac Inc | Stock | 4,054 | $26.2 萬 | 0.2% | +11+0.3% | 加碼 | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 7,555 | $26.1 萬 | 0.2% | −110−1.4% | 減碼 | 歷史 |
| TDToronto Dominion Bank | Stock | 4,267 | $25.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ADBEAdobe Inc. | Stock | 629 | $24.2 萬 | 0.2% | −18−2.8% | 減碼 | 歷史 |
| DRIDarden Restaurants Inc | COM | 1,551 | $24.1 萬 | 0.2% | +8+0.5% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 2,376 | $24.1 萬 | 0.2% | +9+0.4% | 加碼 | 歷史 |
| DDominion Energy, Inc | Stock | 4,278 | $23.9 萬 | 0.2% | −115−2.6% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 1,057 | $23.8 萬 | 0.2% | +1+0.1% | 加碼 | 歷史 |
| CAHCardinal Health Inc | Stock | 3,099 | $23.4 萬 | 0.2% | +14+0.5% | 加碼 | 歷史 |
| GSKGSK plc | ADR | 6,547 | $23.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AEEAmeren Corp | COM | 2,657 | $23.0 萬 | 0.2% | +10+0.4% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 5,559 | $20.8 萬 | 0.1% | +24+0.4% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 851 | $20.6 萬 | 0.1% | +5+0.6% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,936 | $20.1 萬 | 0.1% | +1,936 | 新進 | 歷史 |
| HBIHanesbrands Inc. | COM | 19,238 | $10.1 萬 | 0.1% | −1,156−5.7% | 減碼 | 歷史 |
2022 年第 4 季之後清倉（1 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| SPDR Series Trust78468R200 | ST STR RATE ETF | 188,948 | $574.2 萬 | 4.2% | – |