Powers Advisory Group, LLC
- SEC CIK
- 0001927474
- 最新申報
- 2026/7/31
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/10/18 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 98
- 較 2024 年第 2 季 +2
- 總值
- $2.00 億
- 較 2024 年第 2 季 +$1,710 萬 (+9.3%)
| 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 | 403,013 | $2,734 萬 | 13.6% | +858+0.2% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 206,164 | $1,743 萬 | 8.7% | +12,211+6.3% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 205,572 | $1,289 萬 | 6.4% | +15,574+8.2% | 加碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 197,107 | $1,038 萬 | 5.2% | +4,022+2.1% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 223,159 | $917.6 萬 | 4.6% | +5,752+2.6% | 加碼 | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 207,086 | $899.2 萬 | 4.5% | +4,889+2.4% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 112,025 | $841.4 萬 | 4.2% | +8,115+7.8% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 101,498 | $806.1 萬 | 4.0% | +5,014+5.2% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 69,084 | $719.7 萬 | 3.6% | +3,853+5.9% | 加碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 77,483 | $648.9 萬 | 3.2% | +5,414+7.5% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 14,153 | $609.0 萬 | 3.0% | −70.0% | 減碼 | 歷史 |
| WisdomTree Tr97717W794 | TRUE DEV INTL FD | 83,855 | $452.5 萬 | 2.3% | +1,194+1.4% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 86,154 | $443.7 萬 | 2.2% | +1,879+2.2% | 加碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 52,464 | $435.9 萬 | 2.2% | +879+1.7% | 加碼 | – |
| WMTWalmart Inc. | Stock | 34,354 | $277.4 萬 | 1.4% | −186−0.5% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 4,584 | $268.0 萬 | 1.3% | +10+0.2% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 10,682 | $248.9 萬 | 1.2% | +80+0.8% | 加碼 | 歷史 |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 47,303 | $241.9 萬 | 1.2% | −506−1.1% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 13,332 | $230.9 萬 | 1.2% | −70−0.5% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,367 | $209.7 萬 | 1.0% | +71+3.1% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 6,403 | $195.0 萬 | 1.0% | +27+0.4% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 8,171 | $169.6 萬 | 0.8% | +22+0.3% | 加碼 | 歷史 |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 48,786 | $168.3 萬 | 0.8% | +343+0.7% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 9,489 | $153.8 萬 | 0.8% | +61+0.6% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 8,795 | $137.1 萬 | 0.7% | −15−0.2% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 15,154 | $136.7 萬 | 0.7% | −22−0.1% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 6,089 | $128.4 萬 | 0.6% | −13−0.2% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 7,253 | $123.3 萬 | 0.6% | +39+0.5% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,444 | $119.3 萬 | 0.6% | 00.0% | 不變 | – |
| KOCoca Cola Co | Stock | 15,573 | $111.9 萬 | 0.6% | −30.0% | 減碼 | 歷史 |
| CLXClorox Co | Stock | 6,718 | $109.4 萬 | 0.5% | +20+0.3% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 9,154 | $107.3 萬 | 0.5% | −42−0.5% | 減碼 | 歷史 |
| PAYXPaychex Inc | Stock | 7,749 | $104.0 萬 | 0.5% | +41+0.5% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 5,487 | $102.2 萬 | 0.5% | +120+2.2% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,706 | $97.9 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| CLColgate Palmolive Co | Stock | 9,320 | $96.8 萬 | 0.5% | +30+0.3% | 加碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 11,999 | $94.4 萬 | 0.5% | −178−1.5% | 減碼 | – |
| DEDeere & Co | Stock | 2,257 | $94.2 萬 | 0.5% | −49−2.1% | 減碼 | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 14,481 | $93.9 萬 | 0.5% | +2,261+18.5% | 加碼 | – |
| GISGeneral Mills Inc | Stock | 12,462 | $92.0 萬 | 0.5% | +11+0.1% | 加碼 | 歷史 |
| Fidelity High Dividend ETF316092840 | ETF | 15,777 | $79.9 萬 | 0.4% | +3,332+26.8% | 加碼 | – |
| SBUXStarbucks Corp | Stock | 7,910 | $77.1 萬 | 0.4% | +35+0.4% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 5,226 | $77.0 萬 | 0.4% | +8+0.2% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 6,654 | $76.7 萬 | 0.4% | +39+0.6% | 加碼 | 歷史 |
| SYYSysco Corp | Stock | 9,602 | $75.0 萬 | 0.4% | +47+0.5% | 加碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 16,268 | $74.4 萬 | 0.4% | +88+0.5% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 8,806 | $69.0 萬 | 0.3% | −24−0.3% | 減碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 11,766 | $68.0 萬 | 0.3% | +2,129+22.1% | 加碼 | – |
| KMBKimberly Clark Corp | Stock | 4,615 | $65.7 萬 | 0.3% | +27+0.6% | 加碼 | 歷史 |
| EDConsolidated Edison Inc | Stock | 6,247 | $65.1 萬 | 0.3% | +29+0.5% | 加碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 21,826 | $63.5 萬 | 0.3% | +284+1.3% | 加碼 | 歷史 |
| ORealty Income Corp | REIT | 10,014 | $63.5 萬 | 0.3% | −137−1.3% | 減碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 9,362 | $60.8 萬 | 0.3% | −26−0.3% | 減碼 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 18,056 | $60.0 萬 | 0.3% | +16+0.1% | 加碼 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 1,371 | $58.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 3,496 | $58.0 萬 | 0.3% | +42+1.2% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 12,412 | $55.7 萬 | 0.3% | +129+1.1% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 4,020 | $54.8 萬 | 0.3% | +34+0.9% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 1,760 | $52.4 萬 | 0.3% | +7+0.4% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 888 | $51.2 萬 | 0.3% | +20+2.3% | 加碼 | – |
| PMPhilip Morris International Inc. | Stock | 4,186 | $50.8 萬 | 0.3% | −29−0.7% | 減碼 | 歷史 |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 5,994 | $49.9 萬 | 0.2% | +89+1.5% | 加碼 | – |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 6,267 | $49.2 萬 | 0.2% | +32+0.5% | 加碼 | – |
| MOAltria Group, Inc. | Stock | 8,888 | $45.4 萬 | 0.2% | −102−1.1% | 減碼 | 歷史 |
| KKellanova | Stock | 5,389 | $43.5 萬 | 0.2% | +31+0.6% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,066 | $43.2 萬 | 0.2% | +3+0.3% | 加碼 | 歷史 |
| AFLAflac Inc | Stock | 3,812 | $42.6 萬 | 0.2% | +8+0.2% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,501 | $40.6 萬 | 0.2% | −100−6.2% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 13,970 | $40.4 萬 | 0.2% | −86−0.6% | 減碼 | 歷史 |
| PSXPhillips 66 | Stock | 3,028 | $39.8 萬 | 0.2% | −115−3.7% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 1,204 | $38.8 萬 | 0.2% | +51+4.4% | 加碼 | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 8,126 | $38.6 萬 | 0.2% | +35+0.4% | 加碼 | – |
| BACBank of America Corp | Stock | 9,009 | $35.7 萬 | 0.2% | +42+0.5% | 加碼 | 歷史 |
| GLWCorning Inc | COM | 7,720 | $34.9 萬 | 0.2% | +41+0.5% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,272 | $34.8 萬 | 0.2% | +1+0.1% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 2,941 | $33.5 萬 | 0.2% | +10+0.3% | 加碼 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 5,571 | $33.3 萬 | 0.2% | +36+0.7% | 加碼 | 歷史 |
| TDToronto Dominion Bank | Stock | 5,153 | $32.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MDTMedtronic plc | Stock | 3,602 | $32.4 萬 | 0.2% | −25−0.7% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 624 | $32.3 萬 | 0.2% | +15+2.5% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 14,190 | $31.2 萬 | 0.2% | −1,692−10.7% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 1,126 | $31.0 萬 | 0.2% | +1+0.1% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,173 | $31.0 萬 | 0.2% | +220+23.1% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 2,675 | $30.4 萬 | 0.2% | +13+0.5% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 5,244 | $27.9 萬 | 0.1% | +28+0.5% | 加碼 | 歷史 |
| ENBEnbridge Inc | Stock | 6,558 | $26.6 萬 | 0.1% | +380+6.2% | 加碼 | 歷史 |
| DRIDarden Restaurants Inc | COM | 1,532 | $25.1 萬 | 0.1% | +10+0.7% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,003 | $24.7 萬 | 0.1% | +2+0.2% | 加碼 | 歷史 |
| CAHCardinal Health Inc | Stock | 2,234 | $24.7 萬 | 0.1% | +9+0.4% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 418 | $24.4 萬 | 0.1% | +19+4.8% | 加碼 | 歷史 |
| BPBP PLC | ADR | 7,661 | $24.0 萬 | 0.1% | +118+1.6% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,163 | $24.0 萬 | 0.1% | +77+7.1% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,975 | $24.0 萬 | 0.1% | +1,975 | 新進 | 歷史 |
| MAMastercard Inc | Stock | 462 | $22.8 萬 | 0.1% | +462 | 新進 | 歷史 |
| AEEAmeren Corp | COM | 2,589 | $22.6 萬 | 0.1% | +2,589 | 新進 | 歷史 |
| CVSCVS Health Corp | Stock | 3,448 | $21.7 萬 | 0.1% | −790−18.6% | 減碼 | 歷史 |
| Vanguard Utilities ETF92204A876 | ETF | 1,234 | $21.5 萬 | 0.1% | +1,234 | 新進 | – |
| AEPAmerican Electric Power Co Inc | Stock | 2,087 | $21.4 萬 | 0.1% | +2,087 | 新進 | 歷史 |
2024 年第 2 季之後清倉（3 檔）
2024 年第 2 季季末還持有、這份申報已經沒有的部位。