Powers Advisory Group, LLC
- SEC CIK
- 0001927474
- 最新申報
- 2026/7/31
2023 年第 3 季持倉
持倉截至 2023/9/30，2023/10/19 申報。只含多頭部位，變化是跟 2023 年第 2 季比股數。
- 持股檔數
- 88
- 較 2023 年第 2 季 −2
- 總值
- $1.47 億
- 較 2023 年第 2 季 −$364.0 萬 (−2.4%)
| 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 | 400,073 | $2,024 萬 | 13.8% | +9,564+2.4% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 161,978 | $1,146 萬 | 7.8% | +1,816+1.1% | 加碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 170,821 | $851.2 萬 | 5.8% | +7,617+4.7% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 165,713 | $820.8 萬 | 5.6% | +3,095+1.9% | 加碼 | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 172,864 | $709.3 萬 | 4.8% | +2,507+1.5% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 173,766 | $590.1 萬 | 4.0% | +10,886+6.7% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 75,824 | $569.8 萬 | 3.9% | +3,555+4.9% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 75,021 | $523.5 萬 | 3.6% | +5,336+7.7% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 14,995 | $473.5 萬 | 3.2% | −126−0.8% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 56,118 | $408.1 萬 | 2.8% | −970−1.7% | 減碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 53,610 | $407.3 萬 | 2.8% | +8,516+18.9% | 加碼 | – |
| WisdomTree Tr97717W794 | TRUE DEV INTL FD | 80,471 | $367.1 萬 | 2.5% | −716−0.9% | 減碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 46,264 | $313.1 萬 | 2.1% | +2,085+4.7% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 75,113 | $311.1 萬 | 2.1% | +4,058+5.7% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 13,650 | $199.1 萬 | 1.4% | −96−0.7% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 12,247 | $195.9 萬 | 1.3% | −186−1.5% | 減碼 | 歷史 |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 46,415 | $190.1 萬 | 1.3% | −1,588−3.3% | 減碼 | – |
| AAPLApple Inc. | Stock | 11,054 | $189.3 萬 | 1.3% | +74+0.7% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 4,610 | $188.5 萬 | 1.3% | −53−1.1% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 3,312 | $177.9 萬 | 1.2% | −237−6.7% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 6,623 | $174.5 萬 | 1.2% | +21+0.3% | 加碼 | 歷史 |
| SPDR Series Trust78464A292 | ST STR PFD ETF | 47,437 | $154.0 萬 | 1.0% | −362−0.8% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 9,769 | $152.2 萬 | 1.0% | −154−1.6% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 8,970 | $136.7 萬 | 0.9% | −189−2.1% | 減碼 | 歷史 |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 46,041 | $129.8 萬 | 0.9% | −1,557−3.3% | 減碼 | – |
| PEPPepsiCo Inc | Stock | 7,201 | $122.0 萬 | 0.8% | −73−1.0% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 9,439 | $111.0 萬 | 0.8% | −261−2.7% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 15,497 | $100.3 萬 | 0.7% | +107+0.7% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 9,047 | $100.0 萬 | 0.7% | −108−1.2% | 減碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 12,839 | $96.5 萬 | 0.7% | −60.0% | 減碼 | – |
| KOCoca Cola Co | Stock | 16,325 | $91.4 萬 | 0.6% | −1,657−9.2% | 減碼 | 歷史 |
| PAYXPaychex Inc | Stock | 7,735 | $89.2 萬 | 0.6% | −136−1.7% | 減碼 | 歷史 |
| CLXClorox Co | Stock | 6,754 | $88.5 萬 | 0.6% | +34+0.5% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,444 | $87.6 萬 | 0.6% | 00.0% | 不變 | – |
| CVXChevron Corp | Stock | 5,152 | $86.9 萬 | 0.6% | +50+1.0% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 2,284 | $86.2 萬 | 0.6% | −22−1.0% | 減碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 13,301 | $85.1 萬 | 0.6% | −247−1.8% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 5,827 | $84.5 萬 | 0.6% | −83−1.4% | 減碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 10,406 | $75.2 萬 | 0.5% | −260−2.4% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,708 | $73.0 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| CLColgate Palmolive Co | Stock | 9,451 | $67.2 萬 | 0.5% | −105−1.1% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 7,149 | $65.3 萬 | 0.4% | +21+0.3% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 5,132 | $65.2 萬 | 0.4% | +100+2.0% | 加碼 | 歷史 |
| SYYSysco Corp | Stock | 9,726 | $64.2 萬 | 0.4% | −156−1.6% | 減碼 | 歷史 |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 12,712 | $63.6 萬 | 0.4% | +30.0% | 加碼 | – |
| KMBKimberly Clark Corp | Stock | 5,088 | $61.5 萬 | 0.4% | +28+0.6% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 6,581 | $58.1 萬 | 0.4% | +48+0.7% | 加碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 20,766 | $56.8 萬 | 0.4% | +298+1.5% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 3,598 | $56.1 萬 | 0.4% | −19−0.5% | 減碼 | 歷史 |
| EDConsolidated Edison Inc | Stock | 6,376 | $54.5 萬 | 0.4% | +35+0.6% | 加碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 10,827 | $53.5 萬 | 0.4% | −142−1.3% | 減碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 15,466 | $51.1 萬 | 0.3% | +296+2.0% | 加碼 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 16,851 | $50.8 萬 | 0.3% | +1,034+6.5% | 加碼 | – |
| ORealty Income Corp | REIT | 9,518 | $47.5 萬 | 0.3% | +778+8.9% | 加碼 | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 10,706 | $47.4 萬 | 0.3% | −804−7.0% | 減碼 | – |
| MOAltria Group, Inc. | Stock | 11,217 | $47.2 萬 | 0.3% | −136−1.2% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 13,204 | $46.9 萬 | 0.3% | −174−1.3% | 減碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 1,371 | $45.9 萬 | 0.3% | +133+10.7% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 13,759 | $45.6 萬 | 0.3% | +329+2.4% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 3,476 | $45.5 萬 | 0.3% | +198+6.0% | 加碼 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 5,788 | $43.7 萬 | 0.3% | +24+0.4% | 加碼 | 歷史 |
| PSXPhillips 66 | Stock | 3,343 | $40.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 4,337 | $40.2 萬 | 0.3% | −60−1.4% | 減碼 | 歷史 |
| KKellanova | Stock | 6,727 | $40.0 萬 | 0.3% | +51+0.8% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 11,682 | $37.9 萬 | 0.3% | +491+4.4% | 加碼 | 歷史 |
| BPBP PLC | ADR | 9,755 | $37.8 萬 | 0.3% | −2,171−18.2% | 減碼 | 歷史 |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 6,126 | $37.7 萬 | 0.3% | +38+0.6% | 加碼 | – |
| BLKBlackRock, Inc. | COM | 574 | $37.1 萬 | 0.3% | +3+0.5% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 21,679 | $32.6 萬 | 0.2% | −2,573−10.6% | 減碼 | 歷史 |
| AFLAflac Inc | Stock | 4,074 | $31.3 萬 | 0.2% | +9+0.2% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 1,094 | $31.0 萬 | 0.2% | +90+9.0% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 601 | $30.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 2,896 | $29.8 萬 | 0.2% | +15+0.5% | 加碼 | 歷史 |
| MMM3M Co | Stock | 3,128 | $29.3 萬 | 0.2% | −109−3.4% | 減碼 | 歷史 |
| TDToronto Dominion Bank | Stock | 4,798 | $28.9 萬 | 0.2% | +166+3.6% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 4,042 | $28.2 萬 | 0.2% | +23+0.6% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 923 | $27.9 萬 | 0.2% | −308−25.0% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,345 | $27.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 1,101 | $25.3 萬 | 0.2% | +43+4.1% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,210 | $25.1 萬 | 0.2% | −238−16.4% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 2,533 | $24.5 萬 | 0.2% | +54+2.2% | 加碼 | 歷史 |
| ENBEnbridge Inc | Stock | 6,928 | $23.2 萬 | 0.2% | +60+0.9% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 861 | $23.1 萬 | 0.2% | +861 | 新進 | 歷史 |
| GSKGSK plc | ADR | 6,226 | $22.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| WFCWells Fargo & Company | Stock | 5,501 | $22.5 萬 | 0.2% | +30+0.5% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 4,100 | $22.0 萬 | 0.1% | +12+0.3% | 加碼 | 歷史 |
| CAHCardinal Health Inc | Stock | 2,500 | $21.7 萬 | 0.1% | −213−7.9% | 減碼 | 歷史 |
| DRIDarden Restaurants Inc | COM | 1,497 | $21.4 萬 | 0.1% | +7+0.5% | 加碼 | 歷史 |
2023 年第 2 季之後清倉（3 檔）
2023 年第 2 季季末還持有、這份申報已經沒有的部位。