Powers Advisory Group, LLC
- SEC CIK
- 0001927474
- 最新申報
- 2026/7/31
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/4/19 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 94
- 較 2023 年第 4 季 +3
- 總值
- $1.75 億
- 較 2023 年第 4 季 +$1,289 萬 (+8.0%)
| 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 | 400,042 | $2,483 萬 | 14.2% | −3,087−0.8% | 減碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 181,056 | $1,460 萬 | 8.3% | +8,298+4.8% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 181,136 | $1,052 萬 | 6.0% | +4,202+2.4% | 加碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 181,686 | $931.7 萬 | 5.3% | +9,067+5.3% | 加碼 | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 189,661 | $807.0 萬 | 4.6% | +6,029+3.3% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 194,703 | $759.7 萬 | 4.3% | +13,914+7.7% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 82,134 | $635.0 萬 | 3.6% | +3,847+4.9% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 85,839 | $623.5 萬 | 3.6% | +6,475+8.2% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 14,131 | $594.5 萬 | 3.4% | −481−3.3% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 61,570 | $570.9 萬 | 3.3% | +2,026+3.4% | 加碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 62,101 | $500.0 萬 | 2.9% | +6,245+11.2% | 加碼 | – |
| WisdomTree Tr97717W794 | TRUE DEV INTL FD | 83,075 | $429.6 萬 | 2.5% | +202+0.2% | 加碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 48,212 | $392.6 萬 | 2.2% | +1,123+2.4% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 79,014 | $389.1 萬 | 2.2% | +2,835+3.7% | 加碼 | – |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 48,661 | $237.3 萬 | 1.4% | +544+1.1% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 13,081 | $212.2 萬 | 1.2% | −426−3.2% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 4,544 | $206.7 萬 | 1.2% | +46+1.0% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 33,451 | $201.3 萬 | 1.2% | −2,495−6.9% | 減碼依 3 比 1 拆股換算 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,288 | $178.0 萬 | 1.0% | +58+2.6% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 6,206 | $175.0 萬 | 1.0% | −266−4.1% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 8,098 | $172.6 萬 | 1.0% | −534−6.2% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 10,024 | $171.9 萬 | 1.0% | −953−8.7% | 減碼 | 歷史 |
| SPDR Series Trust78464A292 | ST STR PFD ETF | 47,821 | $166.8 萬 | 1.0% | −2,006−4.0% | 減碼 | – |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 48,851 | $159.6 萬 | 0.9% | +523+1.1% | 加碼 | – |
| TGTTarget Corp | Stock | 8,774 | $155.5 萬 | 0.9% | −94−1.1% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 9,395 | $148.6 萬 | 0.8% | −163−1.7% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 7,141 | $125.0 萬 | 0.7% | +80+1.1% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 6,031 | $120.8 萬 | 0.7% | +226+3.9% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,444 | $108.5 萬 | 0.6% | 00.0% | 不變 | – |
| SOSouthern Co | Stock | 15,087 | $108.2 萬 | 0.6% | −261−1.7% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 9,147 | $106.3 萬 | 0.6% | −109−1.2% | 減碼 | 歷史 |
| CLXClorox Co | Stock | 6,693 | $102.5 萬 | 0.6% | +10+0.1% | 加碼 | 歷史 |
| PAYXPaychex Inc | Stock | 7,663 | $94.1 萬 | 0.5% | −111−1.4% | 減碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 12,238 | $93.8 萬 | 0.5% | +29+0.2% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 5,152 | $92.9 萬 | 0.5% | +20+0.4% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 2,255 | $92.6 萬 | 0.5% | −34−1.5% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 14,997 | $91.8 萬 | 0.5% | −1,197−7.4% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,707 | $89.3 萬 | 0.5% | −1−0.1% | 減碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 12,413 | $86.9 萬 | 0.5% | −649−5.0% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 9,444 | $85.0 萬 | 0.5% | +38+0.4% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 5,086 | $80.2 萬 | 0.5% | −6−0.1% | 減碼 | 歷史 |
| SYYSysco Corp | Stock | 9,406 | $76.4 萬 | 0.4% | +45+0.5% | 加碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 16,166 | $72.3 萬 | 0.4% | −405−2.4% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 7,293 | $66.6 萬 | 0.4% | +11+0.2% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 8,784 | $66.2 萬 | 0.4% | −90−1.0% | 減碼 | – |
| DUKDuke Energy CORP | Stock | 6,571 | $63.6 萬 | 0.4% | −21−0.3% | 減碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 21,268 | $62.1 萬 | 0.4% | +193+0.9% | 加碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 4,741 | $61.3 萬 | 0.4% | −285−5.7% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 3,983 | $59.2 萬 | 0.3% | +327+8.9% | 加碼 | 歷史 |
| EDConsolidated Edison Inc | Stock | 6,184 | $56.2 萬 | 0.3% | −73−1.2% | 減碼 | 歷史 |
| PSXPhillips 66 | Stock | 3,343 | $54.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 1,371 | $54.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ORealty Income Corp | REIT | 9,887 | $53.5 萬 | 0.3% | −159−1.6% | 減碼 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 16,569 | $53.4 萬 | 0.3% | −979−5.6% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 3,462 | $52.3 萬 | 0.3% | −160−4.4% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 11,565 | $51.1 萬 | 0.3% | −712−5.8% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 12,168 | $51.1 萬 | 0.3% | +632+5.5% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 612 | $51.0 萬 | 0.3% | −3−0.5% | 減碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 9,683 | $48.6 萬 | 0.3% | −618−6.0% | 減碼 | 歷史 |
| Fidelity High Dividend ETF316092840 | ETF | 9,908 | $44.9 萬 | 0.3% | +9,908 | 新進 | – |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 6,198 | $44.7 萬 | 0.3% | +27+0.4% | 加碼 | – |
| MOAltria Group, Inc. | Stock | 9,933 | $43.3 萬 | 0.2% | −1,335−11.8% | 減碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 1,704 | $41.3 萬 | 0.2% | +422+32.9% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,036 | $39.7 萬 | 0.2% | +31+3.1% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,303 | $39.2 萬 | 0.2% | −22−1.7% | 減碼 | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 6,258 | $39.0 萬 | 0.2% | +1,965+45.8% | 加碼 | – |
| PMPhilip Morris International Inc. | Stock | 4,197 | $38.4 萬 | 0.2% | −177−4.0% | 減碼 | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 8,159 | $37.5 萬 | 0.2% | −2,246−21.6% | 減碼 | – |
| PFEPfizer Inc | Stock | 13,496 | $37.5 萬 | 0.2% | +551+4.3% | 加碼 | 歷史 |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 6,445 | $37.5 萬 | 0.2% | +6,445 | 新進 | – |
| LOWLowes Companies Inc | Stock | 1,450 | $36.9 萬 | 0.2% | +236+19.4% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 2,697 | $35.6 萬 | 0.2% | −216−7.4% | 減碼 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 5,664 | $35.6 萬 | 0.2% | −310−5.2% | 減碼 | 歷史 |
| AFLAflac Inc | Stock | 4,094 | $35.1 萬 | 0.2% | +11+0.3% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 8,888 | $33.7 萬 | 0.2% | +2,069+30.3% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 4,140 | $33.0 萬 | 0.2% | +7+0.2% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 3,627 | $31.6 萬 | 0.2% | +821+29.3% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 17,917 | $31.5 萬 | 0.2% | −2,187−10.9% | 減碼 | 歷史 |
| TDToronto Dominion Bank | Stock | 5,208 | $31.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| KKellanova | Stock | 5,480 | $31.4 萬 | 0.2% | −484−8.1% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 1,114 | $31.1 萬 | 0.2% | −19−1.7% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 609 | $30.7 萬 | 0.2% | +8+1.3% | 加碼 | 歷史 |
| MMM3M Co | Stock | 2,885 | $30.6 萬 | 0.2% | −50−1.7% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 1,048 | $29.8 萬 | 0.2% | +182+21.0% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 2,620 | $29.8 萬 | 0.2% | +45+1.7% | 加碼 | 歷史 |
| BPBP PLC | ADR | 7,492 | $28.2 萬 | 0.2% | −1,426−16.0% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 4,482 | $26.0 萬 | 0.1% | −1,047−18.9% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 5,130 | $25.6 萬 | 0.1% | +182+3.7% | 加碼 | 歷史 |
| DRIDarden Restaurants Inc | COM | 1,514 | $25.3 萬 | 0.1% | +8+0.5% | 加碼 | 歷史 |
| GLWCorning Inc | COM | 7,632 | $25.2 萬 | 0.1% | +725+10.5% | 加碼 | 歷史 |
| CAHCardinal Health Inc | Stock | 2,218 | $24.8 萬 | 0.1% | −291−11.6% | 減碼 | 歷史 |
| ENBEnbridge Inc | Stock | 6,178 | $22.4 萬 | 0.1% | −115−1.8% | 減碼 | 歷史 |
| GSKGSK plc | ADR | 4,850 | $20.8 萬 | 0.1% | −1,081−18.2% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,066 | $20.4 萬 | 0.1% | +1,066 | 新進 | 歷史 |